Your process is not living up to expectations, so you’ve decided to implement standard operating procedures (SOP) to improve process consistency, compliance, and effectiveness.  However, that project is stalled: employees are not buying into your proposed changes, and management is growing impatient.

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Last week, we learned about the five phases of project management.  Each phase of project management has a distinct purpose, importance, and set of outputs designed to ensure that the project manager is moving the project towards the desired results.  The first phase is Project Initiation.

Phase I – Project Initiation

The primary purpose of Project Initiation is to discover the project’s scope — where are its boundaries?  As you see in Figure 1, you need to determine and document the User Requirements & Project Assumptions, produce a Business Case Justification & Feasibility Study, and put together a Project Charter and Project Team.

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Today, everything is a project with more and more people finding themselves in a project management role of some type.  You don’t have to have the title of Project Manager to manage projects.

A Project is a temporary collection of related tasks to achieve a desired and usually unique result.

What do you think? Do you find yourself managing a collection of related tasks to achieve a desired result?  If so, you qualify as a project manager.  Businesses today are evolving, downsizing, and pushing more work down the organization chart.  You may be a project manager and not know it.  But what if you haven’t been trained as a Project Manager with the necessary skill and tool sets?

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The process maps we described in recent weeks are tools for you in your role as data collector and analyst: your role is to craft and communicate a story for change and improvement that people understand, accept, support, and will ultimately act on.  As you move from gathering data about the current process to improving it, you need tools to help communicate your improvement plan and train participants on the new process,

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Our topic this month is the importance of hearing the voice of the customer.  More importantly, we have been discussing ways of going beyond the activities most commonly used by organizations:  tracking complaints, handing out surveys, and asking customers for lists of specifications or requirements. 

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The present economic downturn looms over the heads of business executives (and their employees) like the Grim Reaper.

How do you ensure your company doesn’t fall prey to the hype or the financial crisis and actually maintains — or even grows! — during this economic downturn? How can you use this time to focus and develop more sustainable customer relationships to increase your customer satisfaction or customer quality?

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Question of the month: How can you make sure that procedures are used in your organization?

How effective are procedures that languish in file drawers or collect dust in binders… never used or seeing the light of day? What is the point of having procedures like these? We have talked in the past about why you need procedures, now let’s talk about how to get those procedures used.

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Our general topic this month is how to get procedures used. Most organizations put at least some effort into creating procedures. Shouldn’t they have a functional role in the organization? Isn’t it a wasted effort if they are just going to collect dust stuck in a binder sitting on a shelf, or if they languish in a file drawer and never see the light of day?

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Last week we discussed how to ensure procedures are used. Along with communication, training and auditing, we brought up the concept of buy-in. We thought the topic of buy-in deserved further discussion. So, what is buy-in?

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Our previous essay listed the typical problems with procedures that we hear from those attending our Well-Defined Processes class. We divided these problems into two broad categories: poorly written and not used. The previous essay also covered problems that fit into the “poorly written” category.

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