Managing a Remote Team—Changing Business as Usual

In today’s project and technology heavy environments, organizations choose to use remote workers to save money and to access niche skills. Individuals choose to act as remote workers to achieve opportunity, freedom, and flexibility. It is usually a win-win situation for both the individual and the organization. However, project managers have some extra challenges in successfully executing projects that use remote employees.  

Back in July, I talked about the importance of communicating with remote team members and suggested resources to help facilitate effective communication. Today, I wanted to add thoughts on other issues in managing remote teams.

Geert Hofstede has thought and written about cultural differences that affect cooperative work environments. In Framework for Assessing Culture originally posted on Wikipedia, Hofstede posited these dimensions of culture in his study of national work related values. Perhaps cultural differences may help explain why the actions of co-workers were not what you expected, given what was said (or not). According to Hofstede, cultural values that affect work relationships include:

  • Power distance: In cultures with small power distance, people relate to one another more as equals regardless of formal positions. Subordinates are comfortable with and demand the right to contribute to and comment on the decisions of those in power. In cultures with large power distance, the less powerful accept decisions of the more powerful, even if not completely understood or agreed with.
  • Individualism vs. collectivism: This dimension measures how much members of the culture define themselves apart from their group memberships. Think of this a bit like adolescents in the United States. Sometimes it feels better to be in the wrong but part of your group, than standing out as different.
  • Masculinity vs. femininity: This dimension reflects the importance of gender-based roles in giving feedback and asking questions.
  • Uncertainty avoidance: This dimension measures how much members of a society attempt to cope with anxiety by minimizing uncertainty. “In cultures with strong uncertainty avoidance, people prefer explicit rules and formally structured activities… In cultures with weak uncertainty avoidance, people prefer implicit or flexible rules or guidelines and informal activities.”

So, what else can go wrong?
Applying standard practices from requirements definition through testing is good project management and eliminates or solves many problems that plagued software development efforts in the past. However, these best practices often assume common understanding of requirements and operating environments.

In Chapter 2 of Global Software Development Handbook, the authors suggest that because ambiguities caused by differences in language, culture, or experience happen despite your best efforts, project managers should utilize mechanisms for confirming understanding such as asking for paraphrasing, using multiple modalities including textual and graphic representations. (Chapter 2 is available on-line, the book is available through your favorite seller).

Strive for stability—yeah, easier said than done, I know. Stability is helped by effective requirements engineering, agile development methods that take advantage of short cycles of development and test, and detailed user-interface prototypes.

Establish regular, agreed-upon meeting times that spread the time zone pain—Just because you can’t see your remote teams daily doesn’t mean you ignore them.  Real project management requires checking in regularly, asking about results and problems and giving feedback when necessary.  If your project team spans the globe this becomes even more difficult than normal.  Accommodating global time zones means you will need to alternate meeting times to ensure total team participation while “spreading the pain” of your meeting times. After all, with team members on the east and west coast of the U.S. this is tough enough, but add in an Asian or EMEA team member and someone is going to miss either tucking in or having breakfast with their kids. Just make sure it isn’t always the same team member!

Accept process flexibility—sometimes. Your best practices and those recommended by the software development industry are tried and tested. However, there are circumstances when another way exists to skin the cat that is more compatible with your remote worker’s environment. Do not say, “No, you can’t” without thinking through what the differences really are and what risks, if any, they present.

Add more checkpoints than you would when managing a local team.  The informal, hallway-level knowledge a project manager acquires about status and issues is not available when working with remote teams. Therefore, you must build in more checkpoints to understand what is happening. This is much more than, “How are things going?” You need to see, you need other team members to see and work with, and you need more frequent—but perhaps smaller—output milestones.

What has been your experience with remote team management? We all appreciate your sharing.

 

Good Project Plan Schedules

I had a great conversation this week about one of my earlier posts on creating effective and predictive project schedules.  It appears this subject is one of the common topics used in the maturity models being utilized these days.  So I thought I would give another perspective on creating a good project schedule.

Project schedules are essential tools to manage a project effectively – and when constructed correctly they also provide a predictive view of that schedule. Creating a schedule requires the PM to breakdown tasks into manageable parts, establish relationships among tasks, ensure that deadlines can be met, and assign sufficient resources to tasks. Here are some guidelines about project plan schedules from authoritative project management sources.

According to the Project Management Institute (PMI) in the accepted Body of Knowledge for Project management (PMBOK)

Project plan development uses the outputs of the other planning processes, including strategic planning, to create a consistent, coherent document that can be used to guide both project execution and project control. This process is almost always iterated several times. (PMBOK 4.1.3, pg. 44)

The PMBOK further states:

The project plan is a document or collection of documents that should be expected to change over time as more information becomes available about the project. (IBID)


Also, according to the Software Engineering Institute’s (SEI) Capability Maturity Model® Integration (CMMI), Version 1.1, Project Management is a key part of the maturity process and has two key areas for project plans considered areas for achieving the higher levels of maturity: 

  • Project Planning – Goal 1: Establishing Estimates, Goal 2: Developing a project plan.
  • Project Monitoring and Control – Goal 1: Monitoring the Project against Plan

To create a Project Plan schedule that meets all of the standards of a mature project schedule, both as defined in the PMBOK, the CMMI v1.1, and as widely accepted by Professional, certified project managers, should contain at a minimum these 10 items:

  1. Sufficient level of detail (Work breakdown and task sizes)
  2. Defined resources (Named)
  3. A complete network of dependencies (Adequate hard logic)
  4. Specific assignments (Resources against tasks)
  5. Sufficient use of milestones (Includes all Deliverables)
  6. Plan baselines (A static copy of the “plan” against which measures can be taken)
  7. Few constraints on tasks (Constraints are fixed and not predictive – like “Must finish on”)
  8. Actual work being recorded in the plans ( Actual work done on a period by period basis)
  9. Accurate metrics being calculated (Earned Value)
  10. Integration of all project schedules to provide a dynamic forecast and predictive outcome of impacts (“Workplans” or tasks for each team which form the complete schedule)

SEI summarized the use of project plans as:
“A project’s documented plan is the basis for monitoring activities, communicating status, and taking corrective action. Progress is primarily determined by comparing actual work product and task attributes, effort, cost, and schedule to the plan at prescribed milestones or control levels within the project schedule or work breakdown structure. Appropriate visibility enables timely corrective action to be taken when performance deviates significantly from the plan. A deviation is significant if, when left unresolved, it precludes the project from meeting its objectives.”  (CMMI V1.1, pg 219)

One other bit of advice about schedules based on my observations and experience:

A dangerous time in the life of a project is in the middle of the schedule. After the excitement of beginning the project and before the end of project—everything has to be done by when?there is the sometimes abandoned middle. In the middle of a complex project execution, it is easy to assume that “there is plenty of time left”. One forgets the logic and experience used to build the original schedule.  Remember that a project schedule is not a “wall chart” to be placed on the wall and admired!

Bad idea! Bad practice!

Project managers need the discipline to monitor schedule and plan compliance every week. During project execution, project schedules should be monitored by actual work recorded against the plan.  This means tracking time against tasks.  This allows metrics to be used in the project processes necessary on large projects.  Using staff estimates of percentage complete rather than actual work performed and estimates to complete, is not an accurate method of monitoring progress on a large, multi-project program.  Additionally, without documented, supportable statistics, managers have no credible evidence to support resource demands during the execution of the project.

Following these basic principles gives you a better than average chance that your project schedule is a useful, predictive schedule and not just a static wall chart.