Wednesday, August 15, 2018

Top level project report

I posted this comment on a recent Linkedin PM forum, to the request for the items that a CEO report should contain for a project.

At the very top level: the current forecast outturn cost, compared to current budget; the current forecast completion date, compared to current approved completion date; earned value status, dollars committed, number of unresolved issues in an aged table (e.g. unresolved for 2 weeks, 1 month, 2 months) and current value at risk.

 Now for some detail.

The critical information for a CEO is how much will this cost and when will it be finished. This 
would be compared to either the business case or the current approved state of the project.

Reports should have a graph of all previous forecasts to show trends.

 A subsidiary interest would be the expected NPV of the project compared to the business case, or current approved NPV. For some CEOs this would be critical. Indeed, for all, it should be!

Earned value status is an obvious one; but if a formal EVM system is not used, it can be given an approximation: how much was estimated to be spent for a certain state of production, compared to how much was actually spent. If the contract has an estimated cash flow, this could be an input to tracking this.

However, all these are backwards looking. The CEO would need to have information about the project's future.

Two proxy indicators that could be reported are:
  • dollars committed (that is, subject to contracts with suppliers and sub-contractors). Comparing these against cash flow projection can be used to assess the project productivity.
  • aged tracking of issues from the issues log. The number of  open issues over time would give an indication of the general project state and performance. If notified issues won't do it, then it could be decisions pending, or contractor claims unresolved (i.e. yet to be agreed, accepted or rejected).
The final item is current value at risk. I'm assuming here that the project has a quanitified and costed assessed risk. As the project advances, some risks retire, and the final project cost becomes more secure in a tighter range, but others may emerge, change or be costed more accurately. This might lead to an increase in either the final out-turn cost or the expected range of that cost (e.g. project is 80% certain to cost between $10m and $11m). 

An example of a similar report format is below, for illustration. It is also worth referring to the One Page Project Manager for another, more operational, approach. 






Tuesday, June 12, 2018

Confuse me with lifts

I'm sure you've seen it; maybe even done it.

Hit the wrong lift door button when in a hurry. Maybe closing the doors on someone hurrying to hop on.

It's not hard. The Australian Standard symbology is confusing as it depicts door states in conflict: one shows the desired state of the door being closed: the arrow heads pointing to the door leaves closed, suggested by a vertical line; but the other shows not the desired state, but the current state: another vertical arrow, but not the state we want for the doors open. At a glance they are impossible to distinguish promptly.

A better symbology is in the lifts at a Council Chambers I recently visited in Sydney.


Tuesday, May 8, 2018

Stairs

I've long had a bee in my bonnet about stair design. After centuries of making stairs, we still seem to not be able to get it right reliably.

When I find a comfortable stair, I measure the rise and tread.

At a weekender I've used, the stairs were a comfortable 170 rise and 285 treat.

Here's the stair at Wahroonga railway station in Sydney.

Rise 145mm, Tread 360. Very easy to use.


Saturday, November 11, 2017

Project software

A run down on the project software I've used over my career so far.

First in NSW Public Works Department

Vision, running on an Alpha Micro minicomputer (size of a large dishwasher)
Vision ran in two parts. First load was of activities ('tasks' is the word amateurs use), and the activity application was run. Then the activity relations application was run to weave the activities together.

It printed out at great length as you could imagine for a time scaled network diagram.

Next package was Timeline 3 running on DOS.
I used this in a medium sized architectural office where I was senior architect. I was running a small job to design a new factory for BHP, making welded plate beams. The firm seemed to have little idea of job pricing, so I created a schedule in Timeline, put costs against all the staff and consultants we'd be using. I printed this out on my little dot-matrix home printer and showed the partner in charge. He was struck by the cost of the project. I think it was the first time he'd seen such a thing.

After this I upgraded to Timeline 4 on DOS as it had macros.

My next package was CA Superproject in Windows.
This was a charm to use, although I was irritated by it showing each resource as a separate activity bar. Took up lots of space on the screen, and lots of paper to print. It may still be available at Vetusware. I might have some disks somewhere as well, but would be surprised if they still worked.

I didn't touch PM packages for sometime then, until I was working for a multi-national design-construct business. We used Fast Track and an architectural information package, name of which escapes me (maybe it was Fast Track!). I saw an early version of Prolog (now owned by Trimble) at a trade show and was impressed that here was software that supported full management of a project, not just schedule and cost. It managed the entire information flow, which is the heart of PM, in my view. Details 3 is a similar package, but I'm not sure if it is still live.

Then I came to Microsoft Project, in a very early incarnation. Was good, and I liked it, although the presentation control (for printing) could have done with some tweaking.

I moved to another multi-national D-C firm where Primavera P3 was used: a great PM package. We also looked at Expedition for full project information control, but as we were implementing BAAN ERM, our efforts went there instead. This also distracted us from implementing Cobra for earned value management. We also had a stripped down version of P3 called Suretrak. It was a superb little package. I've got the disks for that somewhere too.

Primavera was great. It really felt and performed as a top of the line professional package (its now P6 and owned by Oracle).

I missed it when I joined a public sector operation and back to MS Project; OK but not great, although it has improved over the years.

One aberration I encountered in this public service organisation was during the implementation of SAP financials and HR systems. SAP projects was bolted on. This was so bad it wasn't even wrong! Project management as conceived by an accountant is not the way to go. It was so clunky and non-project in its concept-of-workflow that it was impossible to use for project management. Reporting, maybe, cost accounting, maybe, but not for PM. No one used it. The idea of tracking people and costs on the one platform was a good one, but force feeding by corporate types who know nothing about project management was a recipe for disaster, they not knowing what they didn't know, and thinking that multi-degreed engineers, architects and quantity surveyors, whose first degrees were twice the length of theirs had nothing to offer was risible.

Now, a few curios:

TurboProject. From the same stable as TurboCad, and pitched at the same market: I'd call it sub-professional. OK but not brilliant. The product seems fast and reliable with sufficient functionality to satisfy more than basic needs. I used it at version 1, and its still around, in a number of variants and would probably be great for a firm that did smaller contained projects: event management, publishing, simple buildings or civil works, etc.

Key Project Manager. A small 'task' management package; came on a magazine cover disk decades ago and I used it in Windows' early days. Simple for non-project tasks and even had task durations with calendar views to help coordinate. But here, as most 'task' managers, the fatal flaw is no way of assigning or tracking dependencies.

In the world of Mac the only offerings I am aware of are Merlin Project and ConceptDraw Project. Both are at the same level as TurboProject, in my estimation, but I'd be happy to be proved wrong. That is, good, but not for major projects with hundreds of activities, dozens of calendars, multiple baselines, earned value reporting, etc.

Update: a quick look at the Mac websites was good; both packages have come along since I encountered  them about 10 years ago. Quite mature products. Merlin has the ability to link lots of files to activities (they call them tasks, like a project is equivalent to cleaning the house). Now this is starting to be where we need project management software. The big job in project management is managing and communicating information. Tracking this torrent of what used to be 'paperwork' is at the heart of it. Tracking project configuration changes is also essential: drawing and specification revisions, scope changes, work remediation...the time schedule approach to PM is nowhere near this.

Friday, April 14, 2017

Sydney INTERNATIONAL Convention Centre

If you label yourself 'international'; you'd better be that...not just pretend with fancy signs.

This is one reaction to the 'internationalness' of the Sydney Convention Centre:

Toilets. Predictably after the long first session, there was a rush on the toilets. On average men take 30 seconds to use the urinal, 15 seconds to wash hands and another 25 seconds to dry hands thoroughly standing at the drying machine. Let’s say that women take twice this for the first two uses.

At an estimate, there were about 1200 people using the level 3 toilets; lets divide that into 2, for the two sets and again into M and F; 300 people possibly wanting to use the toilets in the 20 minutes break.

For men, each toilet on the level should have 7 urinals (a concession to less than 100% usage), and women should have 14 toilet cubicles. Women might then need 7 hand basins and 7 driers in each toilet, men about half that. But what did we have? Less than half that number, and long conjested queues for every service point in the toilets (urinal, basin, hand dryer).

The hand dryers need to be placed in cognizance of the numbers and their flow; not placed in an awkward location that obstructs the smooth flow of patrons. NOT ‘international’.

Men’s urinals need some modesty separation. Some ‘international’ hotels in Sydney provide small, but sufficient panels between them…just like in international hotels I’ve experienced in other countries. Lack of them means NOT ‘international’ and simply offensively undignified. I take no delight in being splashed from an adjoining urinal.

Coffee service. It was good that the milk was placed distant from the tea and coffee service points. However, flow was awkward and there were insufficient points, meaning that the foyer was full of queues snaking around each other: for toilets, drinks and food. To serve the number comfortably probably requires 4 to 6 service points, with rational flow to milk and sugar points. Food points should also be dispersed to manage circulation.

Foyer. Needless to say, movement in the crowded foyer was difficult. There were insufficient seats available, by a factor of about 10. The foyer did not comfortably accommodate the crowd, making it perilous to handle hot drinks, and therefore uncomfortable and uneasy. NOT ‘international’.

So, a nice little place, looks attractive and has some useful qualities, but its ancillary facilities are simply inadequate for scale and pace of demand and do not reflect an international class venue; indeed the venue, in my experience across three continents, is embarrassing in its poor provisions for patrons’ comfort.

Wednesday, April 12, 2017

United we fly, united we fall

If you have missed it, United Airlines is now famous for roughly hauling an elderly passenger off a plane that they overbooked.

For those interested in how business handles risk, this is an interesting case: one 'difficult' passenger, a routine request (I would surmise that the  'bumping' requirement is included in the ticket contract), staff with poor PR skills, lack of ability to increase the value of the alternative offer, a CEO who doesn't know the business and regards passengers as freight...and it all unravels in share price and ramifications in China...they picked the wrong passenger. How a small cascade of minor errors potentially wipes huge value off the company. I bet they didn't cover that one in their pretty risk matrix.

One has to chuckle.

Saturday, March 25, 2017

About Risk

I accompanied some junior colleagues to a short course on risk management.

It was, unsurprisingly, the same old same old: it culminated in the presentation of a 5X5 matrix with some lovely colours and labels from low to high.

What was missed was the unavoidable error bands around any point on the map, which meant that it was impossible to differentiate between a medium and a high risk on the map. The error bands overlapped.

The result would potentially be misallocation of resources, and the inability to respond to actual risk in the real world appropriately. This is 'the risk in risk matrices'.

An excellent corrective to the reflexive reliance on the rough stepped matrix is Matthew Squair's blog Risk and the matrix. I commend it to you.

Risk is better mapped, in my view, as a series of 'isorisk' lines to guide the analyst in their determination of a risk response. Risk is not cut and dried.

Isorisk Map