Agile reporting methods for project managers

By Rick Freedman, Special to ZDNet Asia

Rick Freedman describes the four reports that PMs typically create at the end of each iteration of Scrum agile projects.
Before we explore specific agile reporting methods, it's important to return to fundamental principles and refresh our motivations for project status reporting.
No project manager (PM), agile or traditional, denies that stakeholders deserve visibility into the project for which they are paying and on which they are relying for added business value. Any disagreement is one of degree and focus.
In traditional project management, we often spend a significant amount of our development time either trying to predict our development path or trying to track our path against these predictions. We frequently find ourselves pitted against our own predictions as we report to our customers ("You said you'd be 56 percent complete, but you're only 42 percent complete...what went wrong?").
One of the unspoken misfortunes of traditional project methods is that the PM and the team typically start out behind and in trouble and get progressively deeper and deeper into "task debt", destroying the team morale and diverting the PM from productive leadership activities to justification and detail obsession.
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The new world of risk management for PMs

By Rick Freedman, Special to ZDNet Asia
Wednesday, May 12, 2010 12:22 PM

Read suggestions about how IT PMs should change their approach to risk in this new environment where everyone is more conscious of risk management.
After a long risk management session, in which the project manager (PM) tries to get the team to consider all reasonable risks and opportunities, the PM will ask the wrap-up question, "Are there any other risks we haven't captured?"
Some sarcastic wag will inevitably respond with what he considers to be an out-there scenario: "The building could blow up!" or "The next great depression might start!" The point of these remarks is usually to chide the PM to stop taking everyone's time spinning improbable scenarios of disaster and just let the engineers get on with their work.
If the twenty-first century has taught us anything, it's that these out-there predictions have a nasty habit of occurring. In fact, the incidence of these improbable events, and their obvious impact, has inspired a theory that is described in the best-selling book "The Black Swan" by Nassim Taleb.
The author's proposition, in short, is that the human brain is wired for pattern recognition and so it sees patterns and narratives where none exist. This gives rise to the fallacy that we can accurately predict the future from the past and that events will follow the patterns that we have recently observed.
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Have a global change project? Start by understanding remote offices

Successfully implementing global change projects, whether they involve a massive worldwide software package or "soft" changes like a new process or policy, involve a unique set of challenges.
Not only are you faced with the usual gauntlets of scope, timeline and budget, but unique additions like language, culture and the "headquarters dynamic" rear their heads, derailing the most well-intentioned efforts if they are ignored. The headquarters dynamic is one of the more interesting of these challenges and represents the relationship between corporate headquarters, which generally initiates a change project, and the field offices, which are usually on the receiving end of these efforts.
Sir, yes, sir!
Traditionally, most companies implementing large-scale global projects assume a command-and-control model, with headquarters marshaling resources, setting schedules and essentially dictating orders to field offices.
You don't need an advanced degree in international relations to imagine that this usually breeds discord and resentment; field offices see the initiative as yet another grand scheme cooked up in the "ivory towers" at headquarters, with little regard to local operating, legal and resource constraints.
At best, regional offices begrudgingly comply with headquarters' fiat and promptly look for the best way to modify, work around, or altogether disregard the results of the change effort.
The opposite model is to issue what amounts to "suggestions" to local operating entities and hope that they follow through. Like the hundreds of e-mails we each receive offering advice and mild threats if some new policy or procedure is not obeyed, most of these end up promptly filed in the nearest rubbish bin.
What is needed is a model that takes into account the unique assets of field offices and leverages the operational and administrative powers of the home office as an asset rather than an overbearing administrative headache.
Understanding the remote office
Using the headquarters dynamic as an asset rather than a liability requires some understanding of the conditions in the field office.
Most field offices have less staff than headquarters and are more tightly focused on core operational activities like sales, marketing, manufacturing and logistics. Since these offices are usually established as a beachhead in an attractive market, they are generally lean and mean and focused tightly on getting the maximum results with the minimum amount of resources. As such, creative ways of doing business are often developed, and models that could benefit the company as a whole may be lying about undiscovered.
Many remote offices take pride in the success they have achieved, without the additional perceived overhead that exists at headquarters. Key to leveraging the headquarters dynamic is to acknowledge the good work frequently done in the field and seek out any best practices that can be incorporated into a global model.
In addition, rather than trying to deploy a "one-size-fits-all" solution to every global problem, consider two or three "standard" processes that accommodate a wide variety of statutory requirements, volumes of business, and varying staff levels. Usually what works at headquarters or a major regional hub is vast overkill for a local office that works in dozens of transactions rather than thousands.
The obvious way to ensure regional voices are heard is to incorporate regional personnel on the planning and deployment teams. Not only will their thoughts and field experience prove invaluable, but seeing multinational faces rather than yet another team of "drones from HQ" on the next change project will instantly instill confidence and credibility that local concerns are being aired and accounted for.
Making a friend of HQ
Perhaps the best role of headquarters in a global project is to serve as a global clearinghouse of knowledge, people and dispute resolution. Most failed global projects are rooted in a poor understanding of the headquarters dynamic, usually with the home office underestimating the complexities of field operations or simply turning a blind eye to their requirements and attempting to implement an overly complex solution in the name of "global standardization".
When headquarters is seen as having an open ear and working to transparently resolve disputes that are bound to arise in the course of a global project, the field will eventually see headquarters as a trustworthy asset to the change effort, rather than a monolith bent on implementing ill-conceived projects that get in the way of local operational activities.
For more on the role headquarters should play in a successful global change project and other tips on global projects, please download the free white paper: "Conquering the World--Delivering Globally".
Patrick Gray is the founder and president of Prevoyance Group, and author of Breakthrough IT: Supercharging Organizational Value through Technology. Prevoyance Group provides strategic IT consulting services to Fortune 500 and 1000 companies.

via zdnetasia
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RIM: Carriers want users on Wi-Fi

ORLANDO, FLORIDA--The ability to route calls over Wi-Fi to the company PBX (private branch exchange) on BlackBerry phones will not alienate carrier partners, but be a welcome feature for the latter, says Research in Motion (RIM).
The new platform, called BlackBerry Mobile Voice System (MVS) 5, was announced Monday in a press briefing at the WES 2010 show. One of the highlighted features is the ability to allow users to make calls over their company PBX systems via any Wi-Fi network. Prior to this update, the phones were able to perform this function only over 3G.
This allows BlackBerrys to bypass a carrier's data network, and also costly roaming services whether it be voice or data, by connecting a user directly to the company's PBX. This is so long as there is a Wi-Fi network available.
Alan Brenner, senior vice president for the BlackBerry platform, said this move will not alienate carriers.
In an interview with ZDNet Asia, Brenner emphasized the phone maker's relationship with operators: "We do all of our business through carriers."
The cost savings from the new feature, he said, will present another reason for companies to get BlackBerrys, resulting in more business for carriers.
Wi-Fi offloading has also become an increasing aspect that carriers are looking into, as their networks feel the load strain of data-hungry smartphone users, Brenner added.
"Carriers will benefit from offloading of their networks to corporate networks. Call quality is also clearer over Wi-Fi," he said.
The update will be available to users mid this year.
Native apps more compelling
Irvin Nio, U.K.-based infrastructure architect with CapGemini, said his company is looking into enabling native access to its internal enterprise apps on BlackBerry phones. However, he added that the development tools available to his staff are behind in comparison to what is available for other platforms such as Windows Mobile.
Nio, who spoke to ZDNet Asia on the sidelines of the WES conference, said his users are asking for BlackBerry devices, but he is still "looking into how to make BlackBerrys more than just e-mail devices".
With native support for the company's ERP (enterprise resource planning) system available on other mobile platforms, Nio's team needs to get its BlackBerry support to catch up, he said.
Push e-mail--once synonymous with BlackBerrys--is now "commoditized" and available on other mobile platforms, so tight enterprise app integration is the next differentiator, he said.
Brenner said RIM offers developers three ways to make apps for BlackBerrys. Java apps are native and able to tap the phone's native functions through APIs, allowing the most control for developers, he said. Web-based apps are allowed, although these are not permitted to access APIs and are therefore more limited in function.
The third app type is the widget, which is based on Web apps, but which have some APIs available and can call up native device functions, he said.
Brenner said a number of RIM's customers have built BlackBerry apps for their SAP ERP systems, but these are Web-based. He could not say for certain if any have built native Java ERP apps, though these tools are available to developers.
Victoria Ho of ZDNet Asia reported from the WES 2010 show in Orlando, Florida.
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