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Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring Connections Between Deming’s System of Profound Knowledge (SoPK) & the Art of Project Management Don McAlister BTA Webinar 16 October 2014 Don McAlister In2In Forum June 2014 1
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Better Thinking About…the Interdependency of Project, Risk, and … · 2015. 1. 18. · Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring

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Page 1: Better Thinking About…the Interdependency of Project, Risk, and … · 2015. 1. 18. · Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring

Better Thinking About…the

Interdependency of Project, Risk, and

Knowledge Management

Exploring Connections Between Deming’s

System of Profound Knowledge (SoPK) & the

Art of Project Management

Don McAlister

BTA Webinar

16 October 2014

Don McAlister In2In Forum June 2014 1

Page 2: Better Thinking About…the Interdependency of Project, Risk, and … · 2015. 1. 18. · Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring

What I’d Like You to Know About Me •  Born & raised in Western Canada; School, Career & Life in USA •  Chose Space career at age 13; BS Aero Engrg 1972, Texas A&M •  40 yrs at Rocketdyne in Engrg & Project Management; working

with amazing people doing amazing things; Retired December 2011 •  My Retirement Life Portfolio

–  Family – Husband of 38 years, father of 2, grandfather of 3 –  Work – Consulting for U.S. Gov’t & Private Businesses –  Service – making the world a better place as a Rotarian –  Music – Jazz Keyboard/Vocalist; President, Simi Valley Jazz Club –  Learning –

•  Finding, Understanding, Exploring and Sharing Connections •  Sharing ideas, opinions via Internet Blog ( donmcalister.com ) •  In2:InThinking partner >35 years

–  Informed, Inspired, provoked, and fulfilled Don  McAlister  In2In  Forum  June  2014   2  

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My BTA Project Management Journey

•  October 2012; “BTA About the Interdependency of Project, Risk and Knowledge Management.” – My ideas on the nature of, and reason for, the intimate interdependency of project, risk and knowledge management –  Next Steps: Better thinking framework to find and organize my

ideas and exploration of future connections •  October 2013; “BTA Deming’s SoPK and Project Management.”

– My evaluation and selection of SoPK as a useful framework for organizing and focusing future exploration –  Next Steps: Explore and Map SoPK and PM Connections

•  October 2014; “BTA The Connection Between Deming’s SoPK and the Art of Project Management. – My focus on PM Leadership Art, my exploration of SoPK in a PM Art Context, and an integrated SoPK/Better PM Leadership Art framework –  Next Steps: TBD

Don  McAlister  In2In  Forum  June  2014   3  

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PM Leadership Art & Science

•  Leading complex human endeavors like Projects, requires science AND art. –  Both are necessary, although my experience

is that art competency is bigger contributor to long-term success

•  Well-established and effective frameworks and tools for Project leadership science –  Project Management Body of Knowledge,

PMBoK –  Projects In Controlled Environments,

PRINCE2 •  Few resources however for developing and

applying Project leadership art competency

Don  McAlister  In2In  Forum  June  2014   4  

Explora(on  Topic  for  another  day:    Is  the  “leadership  art”  really  a  separate  set  of  aAributes  and  acCviCes,  or  is  it  a  set  of  things  we  don’t  understand  well  enough  yet  to  call  “science.?”  

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Typical Business Emphasizes Project Leadership Science Over Art

•  Businesses generally treat Leadership Art as a secondary skill –  Focused on the “stuff” of the Project and not the people

connections, which are really how the “stuff” gets done –  Art is harder and more ambiguous to talk about –  Leaders commonly selected based on their Science competency,

which is the focus of the predominate “Command & Control” style •  Customers are risk averse, and want mature, controlled

processes and strong Leadership Science competencies. –  Real satisfaction however, when the PM provides a

“personalized”, “artfully managed” relationship with the customer.

Don  McAlister  In2In  Forum  June  2014   5  

Failure  Inves(ga(ons  Consistently  Show  That  Most  Troubled  Projects  Get  That  Way  Because  of  Failures  in  Leadership  Art    

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Deming’s System of Profound Knowledge (SoPK)

•  Appreciation for a System

•  Understanding Variation

•  Theory of Knowledge

•  Psychology

Don  McAlister  In2In  Forum  June  2014   6  

I  used  SoPK  as  a  provoca(ve  thinking  tool  to  explore  Leadership  Art  Competencies  in  the  

Project  Management  Context      

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Mapping PM Leadership Art Attributes to the Elements of SoPK

Don  McAlister  In2In  Forum  June  2014   7  

•  Interdependence Model used to guide and map my SoPK exploration •  Provoke thinking •  Documenting ideas •  Visualize relationships

•  Mindful that “All Models Are Wrong But Some Are Useful”

Planning & Risk Mgt Integration & Control

KM PM

ET E2.0 Systems Thinking

Resource Leadership Creativity

Findability Collaboration Communication

Map & Capture Organize & Share

Planning & Risk Mgt

Effectiveness

Trust & Participation A

cces

s

Velocity

Critical Thinking

Quality

Thro

ughp

ut

Understanding

Wisdom

Communicatio

n

Collaborat

ion

&

Appreciation For A System

Understanding Variation

Psychology Theory of Knowledge

Property of D.S. McAlister, 26 Apr 2014

Better Project Management

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SoPK/PM Art Exploration & Mapping Methodology

•  Used a bit of a “Reductionist Thinking” approach by looking at each element separately

•  Brainstormed each element of SoPK from my personal PM perspective –  My perspective is not a traditional

view of PM competency needs

–  Key role of each element •  5 ideas for better PM thinking,

actions, practices and/or behaviors

Don  McAlister  In2In  Forum  June  2014   8  

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When I Think of Appreciation for a System, in a PM Context I Think of…

Don  McAlister  In2In  Forum  June  2014   9  

Connec(ons,  Scale,  Complexity,  Constraints  &  Cultures    

Customers  &  Their  

Customers    

Apprecia(on    for  a  System  

Project  as  a  Knowledge  

Transforma(on  Organism    

Rela(onships  Landscape  

Peripheral  Situa(onal  Awareness  

Matrix  Organiza(on  Crossfire  

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Insights Into My Thoughts on Appreciation for a System & PM

•  Projects are complex organic systems that flow and transform knowledge into new products & services

•  Leaders must understand the full direct and even indirect dimensions and complexity to make effective plans and decisions –  Knowledge flow depends

interaction relationships lubricated by trust, inspiration, and empathy

Don  McAlister  In2In  Forum  June  2014   10  

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When I Think of Understanding Variability in a PM Context, I Think of…

Don  McAlister  In2In  Forum  June  2014   11  

Rhythms,  PaOerns  &    Differences  That  MaOer  

Promo(ng  

Diversity    

Understanding  Varia(on  

Communica(on  &  Alignment    

Meaningful,  Predic(ve  Metrics  

Risks  &  Opportuni(es  

Cause  Networks  vs  Root  Cause  

Myth  

Page 12: Better Thinking About…the Interdependency of Project, Risk, and … · 2015. 1. 18. · Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring

Insights Into My Thoughts on Understanding Variation & PM

Don  McAlister  In2In  Forum  June  2014  

•  Leaders  feel  and  understand  the  inherent  system  rhythms,  tempo,  dissonance  and  uncertain(es  

•  Risk  is  lack  of,  or  uncertainty  in  knowledge  that  makes  a  difference  

•  Assump(ons  are  decisions  that  we  make,  consciously  or  unconsciously,  to  ar(ficially  eliminate  uncertainty  for  our  convenience.  

•  Variability  is  the  norm,  embrace  it,  don’t  ignore  it  –   Margins;  Buffers;  Reserves;  Cause  Networks;  

Learning  bias;  Diversity  –  All  cost  and  schedule  esCmates  are  probabilisCc  not  

determinisCc  –demand  esCmates  with  confidence  levels  

•  In  complex  system  failures  also  have  natural  variability  –THERE  IS  NO  SUCH  THING  AS  A  ROOT  CAUSE  

12  

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When I Think of A Theory of Knowledge, in a PM Context, I Think of…

Don  McAlister  In2In  Forum  June  2014  13  

Knowledge  Marshaling,  Flow,  Transforma(on    

A  Theory  of  Knowledge  

Learning  Bias    

Knowledge  Sharing  

Strategies  Knowledge  Domain  

PM’s  As  Knowledge  Manager  

Risk  Domain  

Page 14: Better Thinking About…the Interdependency of Project, Risk, and … · 2015. 1. 18. · Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring

Insights Into My Thoughts on a Theory of Knowledge & PM

Don  McAlister  In2In  Forum  June  2014   14  

•  Project Managers are knowledge managers –  What customers want and What the

Business “Knows” and “doesn’t know”

–  Project Plan is a knowledge transformation plan

–  Sequence and monitor the flow and transformation of knowledge through the people in the project

–  Ensure that connections Knowledge flow is lubricated with trust, empathy, generosity & fun

•  Lead across the Knowledge Domain –  Learning bias finds “UnK-UnK’s”

If only we knew what we knew, And it wasn’t locked up in the minds of so few.

If only we’d captured the knowledge and shared. If only we’d done that, we might have been spared.

All of the time and all of the cost, And all of the promise and opportunity lost.

Ah…if only we knew what we knew.

Don McAlister, 20 March 2014

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Project Management Across the Knowledge Domain

Don  McAlister  In2In  Forum  June  2014   15  

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When I Think of Psychology in a PM Context, I Think of…

Don  McAlister  In2In  Forum  June  2014   16  

Rela(onship  Management  Skills      

I  don’t  really  like  the  term  “Psychology”,  but  haven’t  anything  beAer…yet    

Psychology  Safety,  

Fairness  &  Team  Morale    

Ren(ng  Brains  &  Borrowing  

Hearts    

Empathy,  Vulnerability  &  Humor  

Poli(cal  Savvy   Social  &  

Emo(onal  Intelligence  

Page 17: Better Thinking About…the Interdependency of Project, Risk, and … · 2015. 1. 18. · Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring

Insight Into My Thoughts on Psychology

•  Prefer “Social Intelligence” –  Awareness, empathy, adaptability –  Charisma, humility, vulnerability, & humor –  & Horror of Horrors… even Political Savvy

•  Work is accomplished through people connections and good connections require relationship management

•  PM’s primary job is to understand connections and manage relationships

•  Must create an environment of trust, safety, respect, diversity and inclusion. How? –  Commitment to caring about and helping each-other succeed –  Team morale feedback is a key leading indicator of project

performance - Surveys, Discussions –  Social interaction outside of the project

Don  McAlister  In2In  Forum  June  2014   17  

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Characterizing the SoPK/PM Interdependencies

Don  McAlister  In2In  Forum  June  2014   18  

Managing    Risks  

Managing  Human    Uncertainty    

Focusing  on  What  MaAers  

ConnecCon  EffecCveness  

Connec&ons,)Scale,)Complexity,)Constraints)&)Cultures))

Customers)&)Their)

Customers))

Apprecia2on))for)a)System)

Project)as)a)Knowledge)

Transforma2on)Organism))

Rela2onships)Landscape)

Peripheral)Situa2onal)Awareness)

Matrix)Organiza2on)Crossfire)

Knowledge)Marshaling,)Flow,)Transforma5on)) Rela%onship,Management,Skills,,,

Page 19: Better Thinking About…the Interdependency of Project, Risk, and … · 2015. 1. 18. · Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring

SoPK Element Interdependencies

Don  McAlister  In2In  Forum  June  2014   19  

Reducing  the  Unknowns  

Nurtured  ConnecCons  

Customers)&)Their)

Customers))

Apprecia2on))for)a)System)

Project)as)a)Knowledge)

Transforma2on)Organism))

Rela2onships)Landscape)

Peripheral)Situa2onal)Awareness)

Matrix)Organiza2on)Crossfire)

Connec&ons,)Scale,)Complexity,)Constraints)&)Cultures))

Knowledge)Marshaling,)Flow,)Transforma5on)) Rela%onship,Management,Skills,,,

Page 20: Better Thinking About…the Interdependency of Project, Risk, and … · 2015. 1. 18. · Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring

An Integrated Framework for Better Thinking About SoPK & PM Art

Don  McAlister  In2In  Forum  June  2014   20  

Planning & Risk Mgt Integration & Control

KM PM

ET E2.0 Systems Thinking

Resource Leadership Creativity

Findability Collaboration Communication

Map & Capture Organize & Share

Planning & Risk Mgt

Effectiveness

Trust & Participation

Acc

ess

Velocity C

ritical Thinking

Quality

Thro

ughp

ut

&

Appreciation For A System

Understanding Variation

Psychology Theory of Knowledge

Property of D.S. McAlister, 26 Apr 2014

Better Project Management

Rela(onships    Management      

Managing Uncertainties & Risks

Focusing on What Matters

Con

nect

ion

Effe

ctiv

enes

s M

anaging Hum

an Uncertainties

•  Knowledge Trans-formation Organism

•  Customers & Their Customers

•  Relationship Landscape •  Matrix Org Crossfire •  Peripheral Situation

Awareness

•  Risk & Opportunities •  Meaningful Predictive

Metrics •  Communication &

Alignment •  Promoting Diversity •  Cause Networks vs

Root Cause Myth

•  PM’s are Knowledge Managers

•  Managing Across the Knowledge Domain

•  Knowledge Sharing •  Managing the Risk

Domain •  Bias for Learning

•  Social & Emotional Intelligence

•  Empathy, Vulnerability & Humor

•  Renting Brains but Borrowing Hearts

•  Safety, Fairness, Morale •  Political Savvy

Page 21: Better Thinking About…the Interdependency of Project, Risk, and … · 2015. 1. 18. · Better Thinking About…the Interdependency of Project, Risk, and Knowledge Management Exploring

Parting Thoughts •  This framework accurately depicts my thinking on the subject,

but I’m concerned that it looks too much like a definitive model or tool –  Just intended to be a snap shot of my thinking today and a point

of departure for dialogue and better thinking in the future •  I hope, this work may be useful to you and provoke your own

thoughts on Leadership Art •  If you’re interested in more detail on some of these ideas, I

invite you to check out my blog archives at www.donmcalister.com

Don  McAlister  In2In  Forum  June  2014   21  

A  beOer  thinking  journey  is  restless  and  unbounded.    This  is  just  a  sight-­‐seeing  stop  where  you  heard  a  story.    

If  you  found  something  interes(ng…great!  Make  it  part  of  your  own  story  and  journey.