Thursday, January 12, 2012

Learning from a Project “Post-mortem”

The Project: Implementing a Learning Management System (LMS)

One way to learn best practices and avoid mistakes within a future project is to review the results and activities from a project that has been completed in the past. For this assignment and in utilizing the process called project post-mortem, I recall a task that I wanted to soon forget. Breathing life back into this buried project in an effort to extract a valuable lesson for future projects, is a task my company was given to handle, which was to customize and populate a LMS with student and staff information, upload course deliverables for immediate access, and ensure tracking was accomplished when students were logged in. One of my first assignments was to PM/develop, and populate courseware to the Meridian Learning Management System which was a software interface that was meant to install on a local network that would track students according to degree plan, capture student information, and follow student progress from registration to completion. The project deliverables needed to include:

• Customize the Meridian LMS software to look and feel our corporate image/style
• Upload all instructional modules into the LMS
• Incorporate a web interface / login for staff and students
• Adjust permission levels for all administrators, instructors, and students
• Track all personnel when logged into LMS

I was the PM with the responsibility to plan, organize, and coordinate the project to ensure it was working and tracking properly. Mistake #1 (of several), I did not accomplish a statement of work (SOW), without doing a SOW and talking to key personnel such as the IT department (who would be able to determine early in the project that the servers were not going to be able to handle the Meridian LMS due to security issues and permission constraints, but without seeking out these key players or doing an SOW which maybe raising issues under the risks category - this task was dead in the water before even starting). I believe now a SOW would have given us an idea of this potential risk or at least have addressed all the key players that would have been involved.

There were several contributions to this projects failure. A critical aspect was to not include all key players in which the task needed its support. In this case the IT department is one of the most important departments to include in the planning process. A project could be planned based on current technologies, but the organization’s technological infrastructure may not be able to handle the planned technologies. As Portny, Mantel, Meredith, Shafer, Sutton, and Kramer, (2008), state “New technologies and materials become available or new requirements and needs become apparent during a project; any of these can lead to changed projects” (pg. 346). This information became a real turning point for our project. We utilized a new technology that our IT department was unable to support. We were all extremely unclear on how the IT department could stop us in our tracks, but this “scope creep” could have been prevented if the right people were involved or consulted. We had not thought of the IT department during this project, but later recognized they can be an important part of the team. Communication is definitely a critical component for keeping everyone on target and reducing the possibility of failure. Portny et al., (2008) noted a project goes through several phases. They include: conceive, define, start, perform, and close. In this case because we were deficient in these phases and our project failed.

Greer (2010) noted it is important to be clear about the project concept to get the support from key people in your organization. We were overeager and overconfident that this was going to be a smooth and rather ‘easy’ project that we failed to consult with the key players that in turn would advise and help us with this project. If we were to have developed a SOW or a Project Charter (Portny, et al., 2008) that formally launched and acknowledged the existence of the project it may have saved three months of development time, man power, funds, and resources. By the time the project was at the stage that several fixes could be implemented to accommodate and be successful, the stakeholders stripped the task from us [the contractor] and requested to implement a different interface that could accomplish a similar task without the use of Meridian LMS on the local area network. The stakeholders were displeased with the project direction and progression so our project was abandoned, we were stripped from the task and lost all the funds that were granted, along with a break in relationship as we were viewed as incompetent therefore lost out on future contracts.
Some positives  

The process was an eye opener for the organization. There were some very real lessons learned from this failure and that is how imperative the initial planning, incorporating the right people to support the project, scheduling, and defining the project scope, these aspects would have made a significant difference in the outcome of this failed project. Portny, et al., (2008) lead us to insights when they discuss the three basic responsibilities of project management which are:

• Planning • Organizing • Controlling

These attributes in conjunction are the keys to a success project plan. By specifying results to be achieved, determining schedules, estimating resources required, organizing includes defining people’s roles and responsibilities, reconfirming people’s expected performance, monitoring actions and results, addressing problems encountered, and sharing information with interested people (Portny, Mantel, Meredith, Shafer, Sutton, & Kramer, 2008) success will be achieved. Our team lacked knowledge on how to make this project a success from the very start in the future involving critical key players and understanding the political nature of any project will be first on the list. Our team thankfully recovered from this but it did take time, as we proceeded very cautiously and cover ourselves more now.

References:

Greer, M. (2010). The project management minimalist: Just enough PM to rock your projects! (Laureate custom ed.). Baltimore: Laureate Education, Inc.

Portny, S., Mantel, S., Meredith, J., Shafer, S., Sutton, M., & Kramer, B. (2008). Project Management planning, scheduling and controlling projects. Hoboken. NJ:John Wiley and Sons, Inc.


11 comments:

  1. Hi Sasha,

    Wow! That is quite the experience! I don't think I would want to recall that one either, but it sounds like you learned much from it and overcame in the end. Good for you! Those are mistakes that you and your team are not likely to repeat again. I'd imagine that when first starting out in the field of PM, many of these errors are common. It seems that much learning comes from the experience itself. Allen & Hardin (2008) stated that many IDs perform PM tasks, yet most are ill-prepared to handle duties associated to the job. I'm grateful that PM is part of the program for sure! Reading your experience has helped me realize the importance of the following:

    -involving all key players from the initial planning phase
    -plan for scope creep, and allow for flexibility
    -have important documents in place; SOW, and Work Structure breakdown

    You did a wonderful job synthesizing and applying the concepts from what we have learned in this course. Thanks for sharing this experience!

    Rhi

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    1. Thanks Rhi for taking the time to respond. Yes there was at least some positive outcomes and now that we have recovered our firm is stronger for it and thankfully highly sought after as a working client. Phew! heheheh thanks again.

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    1. Original Message from Mellisa Robinson


      Sasha,

      The project you have been involved in sounds very interesting. We are now living in the technological era, in which much learning is taking place online and as technology advances, it significantly influences the way faculty members teach, as well as the way by which the learner learns (Brunvand, and Abadeh, 2010). I want to believe that although there were some hiccups, the experience was quite rewarding as this is the direction in which this masters program is leading you.

      I cannot agree with you more that it was indeed a mistake to have omitted a Statement of Work as it outlines the deliverables/services that are required to fulfill the project, and also defines the tasks to be accomplished or services to be delivered in clear, concise and meaningful manner (Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. E. (2008). The Statement of Work is therefore the foundation upon which a project lies. Additionally, since the project is technologically-based, one of the key teams would really have been the IT department. Portny, et. al. (2008) pointed out that “people are critical to any project” p. 272. It is or paramount importance that the right persons be identified. Even in selecting the right people, do you think the project can still be at risk owing to the fact that people do change? If that is the case, what do you do?


      References:

      Brunvand, S., and Abadeh, H. (2010). Making Online Learning Accessible: Using Technology to Declutter the Web. Intervention in School and Clinic, 45(5), 304-311.

      Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. E. (2008). Project management: Planning, scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons, Inc.

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    2. Response for Mellisa

      As we have learned this week there is a potential or risk in every project even if you have done everything correct there is a potential for negative outcomes, best option is to prepare and communicate as best you can to ensure things go as smoothly as possible. Thanks for taking the time to read my initail blog post Mellisa. Enjoy the rest of your weekend.

      sash-

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  3. Thanks for sharing such a great learning experience! I honestly believe that reflection is one of the best educational tools. I have noticed a through your experience and mine that sometimes it is hard to draw a large enough circle to get all the appropriate parties involved initially in a project. Why do you think this is? How do you think we can improve upon this?

    According to Portny et al (2008), it is important to create "work-order agreements" once our team members are selected, but how do we make sure all the right people are being included? This is still something that I am personally struggling with. Let me know your thoughts! Thanks again!

    References:
    Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. E. (2008). Project management: Planning, scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons, Inc.

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    1. Hi Sara,
      I have to admit it was quite stressful but as mentioned we recovered quite well because we are more knowledgeable but it was horrible at the time – I thought I was going to get fired but luckily my bosses so it as a no win situation no matter who was in the position. I think I got lucky. Experience plays a part when it comes to knowing who to involve and how far to extend out. This was one of our first projects and now that we know more we network and communicate often and use each other as soundboards to cover each other’s back.

      You are right a reflection is a great educational tool! Thanks so much for taking the time to read my initial post Sara.

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  4. WOW!!! What an experience, prior to starting this project, were you or any of your team having any experience? Seem as if this was the first time for all of you and no one provided any direction. From your experience on the job and courses, you have learned a lot and would make a great ID, project manager? Were there any consequences after losing the stakeholder and funding?

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    1. Hi! Thanks so much for posting to this blog! You are right,
      we really didn’t have the proper experience to begin with for this particular project (handling an LMS) the direction was basically make it happen, I was new to the contracting firm and after the funding and the stakeholder lost, my team met with our my bosses and they relayed that they were relieved and that it was a losing battle regardless (must have been politics involved) – everyone just moved on and things have been much smoother.

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  5. Sasha
    What a great experience for you. I have not had any real project management. I have found it hard to categorize the positives and negatives of the things that I have been involved with. Creating and LMS is a challenge in itself. I struggled with that during my Distance learning course. What type of LMS/CMS would you use for a project that was not based on education?

    Shirelle

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    1. Hi Shirelle,

      Given that the LMS did not launch - I have never worked with one - I would say for a non educational LMS, I would say edu20.org is a good place to start, that cms although can be very much for educational services can be modified for professional organizations with a little bit of tweeking.

      -

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