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Information Technology Project
Management – Fourth Edition
By Jack T. Marchewka
Northern Illinois University
Power Point Slides by Gerald DeHondt
Grand Valley State University
Copyright 2012 John Wiley & Sons, Inc.4-1
The Project Team
Chapter 4
Copyright 2012 John Wiley & Sons, Inc.4-2
Learning Objectives
 Describe the three major types of formal
organizational structures: functional, pure project, and
matrix.
 Discuss the advantages and disadvantages of the
functional, pure project, and matrix organizational
structures.
 Describe the informal organization.
 Develop a stakeholder analysis.
 Describe the difference between a work group and a
team.
 Describe and apply the concept of learning cycles and
lessons learned as a basis for knowledge
management.
Copyright 2012 John Wiley & Sons, Inc.4-3
PMBOK®
Area – Project Human
Resources Management
 Develop Human Resource Plan
 Creating a staff management plan that identifies and documents the
reporting relationships as well as each team member’s role,
responsibility, and required skills
 Acquire Project Team
 Confirms that specific human resources will be available to work on the
project
 Develop Project Team
 The processes to improve the competencies of the project team, their
interactions, and the overall team environment
 Manage the Project Team
 The tracking of the project team’s performance, providing feedback,
resolving interpersonal issues, and managing organizational change
Copyright 2012 John Wiley & Sons, Inc.4-4
The Formal Organization
 Formal groupings & specializations
 Published Lines of
 Authority
 Responsibilities
 Reporting Relationships
 Communication
 Decision-Making
Copyright 2012 John Wiley & Sons, Inc.4-5
Organization and Project Planning
Organizational Structure
Figure 4.1
Copyright 2012 John Wiley & Sons, Inc.4-6
The Functional OrganizationThe Functional Organization
Figure 4.2
Copyright 2012 John Wiley & Sons, Inc.4-7
The Functional Organization
 Advantages
 Increased Flexibility
 Breadth & Depth of
Knowledge &
Experience
 Less Duplication
 Disadvantages
 Determining Authority
& Responsibility
 Poor Response Time
 Poor Integration
Copyright 2012 John Wiley & Sons, Inc.4-8
The ProjectThe Project
OrganizationOrganization
Copyright 2012 John Wiley & Sons, Inc.4-9
The Project-Based Organization
 Advantages
 Clear Authority &
Responsibility
 Improved
Communication
 High Level of
Integration
 Disadvantages
 Project Isolation
 Duplication of Effort
 “Projectitis”
Copyright 2012 John Wiley & Sons, Inc.4-10
The Matrix OrganizationThe Matrix Organization
Figure 4.4
Copyright 2012 John Wiley & Sons, Inc.4-11
The Matrix Organization
 Advantages
 High Level of
Integration
 Improved
Communication
 Increased Project Focus
 Disadvantages
 Potential for conflict
 Unity of Command can
be violated
 Poor Response Time
Copyright 2012 John Wiley & Sons, Inc.4-12
While the formal organizational
structure tells us how individuals
or groups within an organization
should relate to one another, it
does not tell us how they actually
relate.
Copyright 2012 John Wiley & Sons, Inc.4-13
The Informal Organization
 Bypasses formal lines of communication & authority
 Power is determined by how well one is connected
in the informal network – i.e., the “grapevine”
 Can be more complex than the formal organization
because relationships are established from positive
and negative relationships over time
Copyright 2012 John Wiley & Sons, Inc.4-14
Stakeholders
Individuals, groups, or even
organizations that have a “stake”
or claim in the project’s (successful
or unsuccessful) outcome
Copyright 2012 John Wiley & Sons, Inc.4-15
Stakeholder Analysis Process
1. Develop a list of stakeholders who have an
interest in the successful or unsuccessful
outcome of the project
2. Identify the stakeholder’s interest in the project
 “+1” for positive interest
 “0” for neutral
 “-1” for negative interest
Copyright 2012 John Wiley & Sons, Inc.4-16
Stakeholder Analysis
1. Determine the degree of influence each
stakeholder has on a scale of 0 (no influence) to 10
(can terminate the project)
2. Define a role for each stakeholder – e.g., champion,
consultant, decision maker, ally, rival, foe, etc.
Copyright 2012 John Wiley & Sons, Inc.4-17
Stakeholder Analysis
1. Identify an objective for each stakeholder – e.g.,
provide resources, guidance, expertise, acceptance,
approval, etc.
2. Identify a strategy for each stakeholder – e.g., build,
maintain, improve, re-establish the relationship
Copyright 2012 John Wiley & Sons, Inc.4-18
Stakeholder Interest Influence Potential
Conflicts
Role Objective Strategy
Hirem N. Firem +1 5 Competition for resources
with other functional
managers
Project Sponsor
and Champion
Provide
resources,
approvals,
and public
support for
the project
To maintain
open
communication
so that political
landmines can b
avoided
Dee Manitger +1 3 Resources not made available
as promised by functional
managers
Project Manager Lead and
manage the
project so
that it
achieves its
MOV
Work closely
with project
stakeholders an
project team
Project Team +1 2 This project will change a
number business processes.
Affected users may resist
change by withholding
information
Steve Turner –
Network
Administrator
Shedelle Bivits –
Systems Analyst
Corean Jenkins –
Programmer/DBA
Myra Dickens –
Inventory Analyst
Provide
expertise to
complete the
project work
Support project
team with
adequate
resources while
minimizing
distractions
I. Will Sellit -1 4 As the marketing manager,
Sellit is not pleased that this
project was chosen over his
proposed project. May
withhold promised resources
Foe Build and
maintain best
possible
relationship
to minimize
attempts to
divert
resources
Maintain open
communication.
Use project
sponsor’s
influence as
necessary
Copyright 2012 John Wiley & Sons, Inc.4-19
The Project Team
 The Roles of the Project Manager
 Managerial role
 Leadership role
 Attributes of a successful project manager
 ability to communicate with people
 ability to deal with people
 ability to create and sustain relationships
 ability to organize
Copyright 2012 John Wiley & Sons, Inc.4-20
The Wisdom of Teams - Jon R. Katzenbach
Douglas K. Smith
 Work Groups
 Pseudo Teams
 Potential Teams
 Real Teams
 High Performance Teams
Copyright 2010 John Wiley & Sons, Inc.4-21
Work Groups
 Members interact to share information, best
practices, or ideas
 No shared performance goals (individual
performance)
 No joint work-products
 No mutual accountability
 Viable in many situations
 E.g., study group
Copyright 2012 John Wiley & Sons, Inc.4-22
Teams
 Bring complementary skills & experience
 Jointly defined clear goals & approaches improve
communication
 Improve decision-making
 Have more fun
Copyright 2012 John Wiley & Sons, Inc.4-23
Real Teams
1. Small number of people
2. Complementary skills
3. Committed to a common purpose
4. Common goals
5. Common approach
6. Hold themselves accountable
Copyright 2012 John Wiley & Sons, Inc.4-24
Pseudo Teams
 Weakest of all groups
 Not focused on collective performance (& not trying
to achieve it)
 No interest in shaping a common purpose
 Confusion & dysfunctional behaviours
Copyright 2012 John Wiley & Sons, Inc.4-25
Potential Teams
 Significant performance potential
 Requires more clarity about purpose, goals, work-
products, and common approach
Copyright 2012 John Wiley & Sons, Inc.4-26
High Performance Teams
 Meet all the conditions of a real team
 PLUS:
 Members are deeply committed
 Perform above all reasonable expectations
Copyright 2012 John Wiley & Sons, Inc.4-27
Vital Signs for Evaluation
 6 Project Team Basics
 Themes & Identity
 Enthusiasm & Energy Level
 Event-Driven Histories
 Personal Commitment
 Earned Membership
Copyright 2012 John Wiley & Sons, Inc.4-28
Team Leader (Project Manager)
 Acts To:
 Clarify purpose & goals
 Build commitment & self confidence
 Strengthen team’s collective skills
 Remove external obstacles
 Create opportunities for others
 Creates the Project Environment
 Work space
 Team culture and values
 Project administration
 Ethical Conduct
Copyright 2012 John Wiley & Sons, Inc.4-29
A Learning Cycle Approach to
Project Management
An Agile Project Management Approach
Copyright 2012 John Wiley & Sons, Inc.4-30
Learning Cycles
 Derived from
educator/philosopher John
Dewey (1938)
 Used to describe how
people learn (Kolb, 1984;
Honey & Mumford, 1994)
 Can be applied to project
teams (Jeris, 1997; Redding,
2000).
Copyright 2012 John Wiley & Sons,
Inc.4-31
Traditional Teams
 Accept background information at “face-value”
 Approach projects in logical, linear fashion
 Provide run-of-the-mill solutions
 Solutions remain within the original “frame” or how the
problem was originally presented to them
Copyright 2012 John Wiley & Sons, Inc.4-32
Radical Teams
 Do not accept issues & tasks at their “face value”
 The way the problem is defined may very well be the
problem
 Unquestioned assumptions are surfaced & challenged
 Only by digging below the surface can we get to the
“root” so that a meaningful solution can emerge
Copyright 2012 John Wiley & Sons, Inc.4-33
A Learning Cycle
Figure 4.6
Copyright 2012 John Wiley & Sons, Inc.4-34
What we know
(Facts)
What we think we know
(Assumptions)
What we don’t know
(Questions to be
Answered)
Company has too much
inventory on hand
It may be an efficiency
problem
Why are inventory levels so
high?
Cost of maintaining current
inventory is becoming
prohibitive
Management believes an
new information system will
improve efficiency and
therefore lower inventory
levels
What are the current levels
of inventory?
Inventory turnover needs to
be increased
What is the desired level of
inventory?
Figure 4.7
Example of a Team Learning Record
Copyright 2012 John Wiley & Sons, Inc.4-35
Who? Does What? By When?
Shedelle and Steve Interview sales team to
understand past, current, and
future trends for the company’s
product.
Tuesday
Myra Provide a detailed count of the
current physical inventory on
hand.
Thursday
Corean Research potential inventory
management system commercial
packages
Thursday
Steve Research average inventory
levels for the industry
Wednesday
Figure 4.8
An Example of an Action Plan for Team
Learning
Copyright 2012 John Wiley & Sons, Inc.4-36
Team Learning Cycles over the Project
Life Cycle
Figure 4.9
Each cycle provides
the opportunity to
challenge framing assumptions,
create new understanding &
find radical solutions
Copyright 2012 John Wiley & Sons, Inc.4-37
Assessing Team Learning
Speed
Depth
Breadth
(Impact)
Copyright 2012 John Wiley & Sons, Inc.4-38
The Project Environment
 A place to call home
 Technology
 Office supplies
 Culture
 What is expected from
each team member?
 What role will each
team member play?
 How will conflicts be
resolved?
Copyright 2012 John Wiley & Sons, Inc.4-39
Example of a Project Team Charter
Figure 4.10
Copyright 2012 John Wiley & Sons, Inc.4-40
Copyright 2012 John Wiley & Sons, Inc.
All rights reserved. Reproduction or translation of this work beyond that
permitted in section 117 of the 1976 United States Copyright Act without
express permission of the copyright owner is unlawful. Request for further
information should be addressed to the Permissions Department, John Wiley
& Sons, Inc. The purchaser may make back-up copies for his/her own use
only and not for distribution or resale. The Publisher assumes no
responsibility for errors, omissions, or damages caused by the use of these
programs or from the use of the information herein.
Copyright 2012 John Wiley & Sons, Inc.4-41

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Project Team Dynamics and Organizational Structures

  • 1. Information Technology Project Management – Fourth Edition By Jack T. Marchewka Northern Illinois University Power Point Slides by Gerald DeHondt Grand Valley State University Copyright 2012 John Wiley & Sons, Inc.4-1
  • 2. The Project Team Chapter 4 Copyright 2012 John Wiley & Sons, Inc.4-2
  • 3. Learning Objectives  Describe the three major types of formal organizational structures: functional, pure project, and matrix.  Discuss the advantages and disadvantages of the functional, pure project, and matrix organizational structures.  Describe the informal organization.  Develop a stakeholder analysis.  Describe the difference between a work group and a team.  Describe and apply the concept of learning cycles and lessons learned as a basis for knowledge management. Copyright 2012 John Wiley & Sons, Inc.4-3
  • 4. PMBOK® Area – Project Human Resources Management  Develop Human Resource Plan  Creating a staff management plan that identifies and documents the reporting relationships as well as each team member’s role, responsibility, and required skills  Acquire Project Team  Confirms that specific human resources will be available to work on the project  Develop Project Team  The processes to improve the competencies of the project team, their interactions, and the overall team environment  Manage the Project Team  The tracking of the project team’s performance, providing feedback, resolving interpersonal issues, and managing organizational change Copyright 2012 John Wiley & Sons, Inc.4-4
  • 5. The Formal Organization  Formal groupings & specializations  Published Lines of  Authority  Responsibilities  Reporting Relationships  Communication  Decision-Making Copyright 2012 John Wiley & Sons, Inc.4-5
  • 6. Organization and Project Planning Organizational Structure Figure 4.1 Copyright 2012 John Wiley & Sons, Inc.4-6
  • 7. The Functional OrganizationThe Functional Organization Figure 4.2 Copyright 2012 John Wiley & Sons, Inc.4-7
  • 8. The Functional Organization  Advantages  Increased Flexibility  Breadth & Depth of Knowledge & Experience  Less Duplication  Disadvantages  Determining Authority & Responsibility  Poor Response Time  Poor Integration Copyright 2012 John Wiley & Sons, Inc.4-8
  • 10. The Project-Based Organization  Advantages  Clear Authority & Responsibility  Improved Communication  High Level of Integration  Disadvantages  Project Isolation  Duplication of Effort  “Projectitis” Copyright 2012 John Wiley & Sons, Inc.4-10
  • 11. The Matrix OrganizationThe Matrix Organization Figure 4.4 Copyright 2012 John Wiley & Sons, Inc.4-11
  • 12. The Matrix Organization  Advantages  High Level of Integration  Improved Communication  Increased Project Focus  Disadvantages  Potential for conflict  Unity of Command can be violated  Poor Response Time Copyright 2012 John Wiley & Sons, Inc.4-12
  • 13. While the formal organizational structure tells us how individuals or groups within an organization should relate to one another, it does not tell us how they actually relate. Copyright 2012 John Wiley & Sons, Inc.4-13
  • 14. The Informal Organization  Bypasses formal lines of communication & authority  Power is determined by how well one is connected in the informal network – i.e., the “grapevine”  Can be more complex than the formal organization because relationships are established from positive and negative relationships over time Copyright 2012 John Wiley & Sons, Inc.4-14
  • 15. Stakeholders Individuals, groups, or even organizations that have a “stake” or claim in the project’s (successful or unsuccessful) outcome Copyright 2012 John Wiley & Sons, Inc.4-15
  • 16. Stakeholder Analysis Process 1. Develop a list of stakeholders who have an interest in the successful or unsuccessful outcome of the project 2. Identify the stakeholder’s interest in the project  “+1” for positive interest  “0” for neutral  “-1” for negative interest Copyright 2012 John Wiley & Sons, Inc.4-16
  • 17. Stakeholder Analysis 1. Determine the degree of influence each stakeholder has on a scale of 0 (no influence) to 10 (can terminate the project) 2. Define a role for each stakeholder – e.g., champion, consultant, decision maker, ally, rival, foe, etc. Copyright 2012 John Wiley & Sons, Inc.4-17
  • 18. Stakeholder Analysis 1. Identify an objective for each stakeholder – e.g., provide resources, guidance, expertise, acceptance, approval, etc. 2. Identify a strategy for each stakeholder – e.g., build, maintain, improve, re-establish the relationship Copyright 2012 John Wiley & Sons, Inc.4-18
  • 19. Stakeholder Interest Influence Potential Conflicts Role Objective Strategy Hirem N. Firem +1 5 Competition for resources with other functional managers Project Sponsor and Champion Provide resources, approvals, and public support for the project To maintain open communication so that political landmines can b avoided Dee Manitger +1 3 Resources not made available as promised by functional managers Project Manager Lead and manage the project so that it achieves its MOV Work closely with project stakeholders an project team Project Team +1 2 This project will change a number business processes. Affected users may resist change by withholding information Steve Turner – Network Administrator Shedelle Bivits – Systems Analyst Corean Jenkins – Programmer/DBA Myra Dickens – Inventory Analyst Provide expertise to complete the project work Support project team with adequate resources while minimizing distractions I. Will Sellit -1 4 As the marketing manager, Sellit is not pleased that this project was chosen over his proposed project. May withhold promised resources Foe Build and maintain best possible relationship to minimize attempts to divert resources Maintain open communication. Use project sponsor’s influence as necessary Copyright 2012 John Wiley & Sons, Inc.4-19
  • 20. The Project Team  The Roles of the Project Manager  Managerial role  Leadership role  Attributes of a successful project manager  ability to communicate with people  ability to deal with people  ability to create and sustain relationships  ability to organize Copyright 2012 John Wiley & Sons, Inc.4-20
  • 21. The Wisdom of Teams - Jon R. Katzenbach Douglas K. Smith  Work Groups  Pseudo Teams  Potential Teams  Real Teams  High Performance Teams Copyright 2010 John Wiley & Sons, Inc.4-21
  • 22. Work Groups  Members interact to share information, best practices, or ideas  No shared performance goals (individual performance)  No joint work-products  No mutual accountability  Viable in many situations  E.g., study group Copyright 2012 John Wiley & Sons, Inc.4-22
  • 23. Teams  Bring complementary skills & experience  Jointly defined clear goals & approaches improve communication  Improve decision-making  Have more fun Copyright 2012 John Wiley & Sons, Inc.4-23
  • 24. Real Teams 1. Small number of people 2. Complementary skills 3. Committed to a common purpose 4. Common goals 5. Common approach 6. Hold themselves accountable Copyright 2012 John Wiley & Sons, Inc.4-24
  • 25. Pseudo Teams  Weakest of all groups  Not focused on collective performance (& not trying to achieve it)  No interest in shaping a common purpose  Confusion & dysfunctional behaviours Copyright 2012 John Wiley & Sons, Inc.4-25
  • 26. Potential Teams  Significant performance potential  Requires more clarity about purpose, goals, work- products, and common approach Copyright 2012 John Wiley & Sons, Inc.4-26
  • 27. High Performance Teams  Meet all the conditions of a real team  PLUS:  Members are deeply committed  Perform above all reasonable expectations Copyright 2012 John Wiley & Sons, Inc.4-27
  • 28. Vital Signs for Evaluation  6 Project Team Basics  Themes & Identity  Enthusiasm & Energy Level  Event-Driven Histories  Personal Commitment  Earned Membership Copyright 2012 John Wiley & Sons, Inc.4-28
  • 29. Team Leader (Project Manager)  Acts To:  Clarify purpose & goals  Build commitment & self confidence  Strengthen team’s collective skills  Remove external obstacles  Create opportunities for others  Creates the Project Environment  Work space  Team culture and values  Project administration  Ethical Conduct Copyright 2012 John Wiley & Sons, Inc.4-29
  • 30. A Learning Cycle Approach to Project Management An Agile Project Management Approach Copyright 2012 John Wiley & Sons, Inc.4-30
  • 31. Learning Cycles  Derived from educator/philosopher John Dewey (1938)  Used to describe how people learn (Kolb, 1984; Honey & Mumford, 1994)  Can be applied to project teams (Jeris, 1997; Redding, 2000). Copyright 2012 John Wiley & Sons, Inc.4-31
  • 32. Traditional Teams  Accept background information at “face-value”  Approach projects in logical, linear fashion  Provide run-of-the-mill solutions  Solutions remain within the original “frame” or how the problem was originally presented to them Copyright 2012 John Wiley & Sons, Inc.4-32
  • 33. Radical Teams  Do not accept issues & tasks at their “face value”  The way the problem is defined may very well be the problem  Unquestioned assumptions are surfaced & challenged  Only by digging below the surface can we get to the “root” so that a meaningful solution can emerge Copyright 2012 John Wiley & Sons, Inc.4-33
  • 34. A Learning Cycle Figure 4.6 Copyright 2012 John Wiley & Sons, Inc.4-34
  • 35. What we know (Facts) What we think we know (Assumptions) What we don’t know (Questions to be Answered) Company has too much inventory on hand It may be an efficiency problem Why are inventory levels so high? Cost of maintaining current inventory is becoming prohibitive Management believes an new information system will improve efficiency and therefore lower inventory levels What are the current levels of inventory? Inventory turnover needs to be increased What is the desired level of inventory? Figure 4.7 Example of a Team Learning Record Copyright 2012 John Wiley & Sons, Inc.4-35
  • 36. Who? Does What? By When? Shedelle and Steve Interview sales team to understand past, current, and future trends for the company’s product. Tuesday Myra Provide a detailed count of the current physical inventory on hand. Thursday Corean Research potential inventory management system commercial packages Thursday Steve Research average inventory levels for the industry Wednesday Figure 4.8 An Example of an Action Plan for Team Learning Copyright 2012 John Wiley & Sons, Inc.4-36
  • 37. Team Learning Cycles over the Project Life Cycle Figure 4.9 Each cycle provides the opportunity to challenge framing assumptions, create new understanding & find radical solutions Copyright 2012 John Wiley & Sons, Inc.4-37
  • 39. The Project Environment  A place to call home  Technology  Office supplies  Culture  What is expected from each team member?  What role will each team member play?  How will conflicts be resolved? Copyright 2012 John Wiley & Sons, Inc.4-39
  • 40. Example of a Project Team Charter Figure 4.10 Copyright 2012 John Wiley & Sons, Inc.4-40
  • 41. Copyright 2012 John Wiley & Sons, Inc. All rights reserved. Reproduction or translation of this work beyond that permitted in section 117 of the 1976 United States Copyright Act without express permission of the copyright owner is unlawful. Request for further information should be addressed to the Permissions Department, John Wiley & Sons, Inc. The purchaser may make back-up copies for his/her own use only and not for distribution or resale. The Publisher assumes no responsibility for errors, omissions, or damages caused by the use of these programs or from the use of the information herein. Copyright 2012 John Wiley & Sons, Inc.4-41