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Carla Fair-Wright, PMP, MCTS, ASQ CSQE




         It's Not Personal:
         How to Recover from Mistakes and Keep the
         Project Moving
                                                                               P:800.723.6120 F: 800.547.4908
    P:800.723.6120 F: 800.547.4908
    12520 Westheimer Road, Suite A1-142   |   www.opc-houston.com              12520 Westheimer Road, Suite
                                                                               A1-142, Houston, TX, 77077
                                                                                                                |   www.opc-houston.com

    Houston, TX, 77077
Optimal Consulting LLC
Who Am I?
       Carla Fair-Wright, PMP, CSQE, MCTS

       •      Project Manager
       •      Software Engineer
       •      Veteran
       •      Author
       •      Entrepreneur
       •      Volunteer




                                            P:800.723.6120 F: 800.547.4908
                                            12520 Westheimer Road, Suite
                                            A1-142, Houston, TX, 77077
                                                                             |   www.opc-houston.com

Optimal Consulting LLC
Table of Contents

              Section                         Section Name                                        Slide No.


                   1.    Why We Make Mistakes                                                             4



                   2.    Project Management – 10 Most Common Mistakes                                     6



                   3.    Learning from Our Mistakes - Dialing Triple R                                    18



                   4.    Thank You                                                                        26




                                                                         P:800.723.6120 F: 800.547.4908

         Optimal Consulting LLC
                                                                         12520 Westheimer Road, Suite
                                                                         A1-142, Houston, TX, 77077
                                                                                                          |    www.opc-houston.com

Optimal Consulting LLC
Why We Make Mistakes

    Status Quo Bias

    It's hard to change because it involves more
    effort and we want to avoid regretting our
    decision
                                                       French invasion of Russia
    Memory is unreliable....                           (Patriotic War of 1812)


    Rosy retrospection

    Mistakes are unavoidable.

    Perception is Economical


    .

                                                   P:800.723.6120 F: 800.547.4908
                                                   12520 Westheimer Road, Suite
                                                   A1-142, Houston, TX, 77077
                                                                                    |   www.opc-houston.com

Optimal Consulting LLC
Mistakes Can Make You Smarter
      The brain responds to mistakes in one of two
      ways

      “Wake Up Call"

      The brain hones in on the negative outcome,
      and treats it like a problem that needs solving.


      “Shutting Down”

      The brain reacts to the negative feedback itself
      as a threat.




                                                         P:800.723.6120 F: 800.547.4908
                                                         12520 Westheimer Road, Suite
                                                         A1-142, Houston, TX, 77077
                                                                                          |   www.opc-houston.com

Optimal Consulting LLC
Project Management – 10 Common Mistakes
    1. Preparing an Ambitious Schedule
    2. Pretending to Know More than You Actually Do
    3. Ignoring Problems
    4. Failing to Share Accountability with Functional Managers
    5. Gold-plating the Deliverables
    6. Failing to Understand What Stakeholders and Sponsors Want to Hear
    7. Not Fully Understanding Requirements
    8. Refusing to Ask for Help/Believing in Saviors and Miracles
    9. Don’t Tell the Client They are Wrong/ Not Willing to Say “No”
    10. Failing to Insulate the Team from Politics




 20 Common Mistakes Made by New or Inexperienced Project Managers. By Harold Kerzner, Ph.D.
 http://www.iil.com/freeresources/downloads/white_papers/20_common_mistakes_HK_0310.pdf



                                                                                          P:800.723.6120 F: 800.547.4908
                                                                                          12520 Westheimer Road, Suite
                                                                                          A1-142, Houston, TX, 77077
                                                                                                                           |   www.opc-houston.com

Optimal Consulting LLC
Mistakes #1 - Preparing an Ambitious Schedule


            “Customers are never told that
            the schedule is ambitious and
            therefore believe the schedule
            is realistic. The customers
            then focus on the milestone
            dates and now, when the
            milestones slip from ambitious
            to reality, you have an unhappy
            customer who wonders what
            other surprises will show up
            next.” - Harold Kerzner, Ph.D.




                                              P:800.723.6120 F: 800.547.4908
                                              12520 Westheimer Road, Suite
                                              A1-142, Houston, TX, 77077
                                                                               |   www.opc-houston.com

Optimal Consulting LLC
Mistakes #2 - Pretending to Know More than You
       Actually Do



                                                                                                          “…project managers today possess
                                                                                                         an understanding of technology
                                                                                                         rather than a command of
                                                                                                         technology…” - Harold Kerzner, Ph.D.




      ©2010 Project Management Institute (PMI®) & International Institute of Business Analysis (IIBA®)
      Published as part of Proceedings PMI Global Congress 2010 – Washington, DC




                                                                                                                     P:800.723.6120 F: 800.547.4908
                                                                                                                     12520 Westheimer Road, Suite
                                                                                                                     A1-142, Houston, TX, 77077
                                                                                                                                                      |   www.opc-houston.com

Optimal Consulting LLC
Mistakes #3 - Ignoring Problems

                                   Why Did Japan's Leaders Ignore the Problems?
    •Fear Of:
    • Creating a bad impression.

    • Being “found wanting”.

    • Making the wrong decision.

    • Failure.

                                     The damaged roof of reactor No. 1 at the Fukushima Daiichi nuclear plant after
                                     an explosion that blew off the upper part of the structure is seen




                                                                         P:800.723.6120 F: 800.547.4908
                                                                         12520 Westheimer Road, Suite
                                                                         A1-142, Houston, TX, 77077
                                                                                                          |   www.opc-houston.com

Optimal Consulting LLC
Mistakes #4 - Failing to Share Accountability with
       Functional Managers

      PMs should negotiate for deliverables
      rather than people.

      Both PMs and FMs have accountability
      and responsibility for the project’s
      success.

      Executive support may be needed




                                              P:800.723.6120 F: 800.547.4908
                                              12520 Westheimer Road, Suite
                                              A1-142, Houston, TX, 77077
                                                                               |   www.opc-houston.com

Optimal Consulting LLC
Mistakes #5 - Gold Plating the Deliverables
       What is “Gold Plating”
       Extra functionality
       Higher-quality components,
       Extra scope of work or better performance.

       PMI does not recommend

       No value to the project.
       Additions based on the PM/FM impression of what the customer would like.




       (, Exam Prep Guide, 2nd Edition, Beaver’s Pond Press, 2000, page 95)



                                                                      P:800.723.6120 F: 800.547.4908
                                                                      12520 Westheimer Road, Suite
                                                                      A1-142, Houston, TX, 77077
                                                                                                       |   www.opc-houston.com

Optimal Consulting LLC
Mistakes #6 - Failing to Understand What
       Stakeholders and Sponsors Want to Hear


                           Interview the stakeholders to
                           learn what information they
                           deem as important.

                           Tracking metrics or key
                           performance indicators (KPI).




                                          P:800.723.6120 F: 800.547.4908
                                          12520 Westheimer Road, Suite
                                          A1-142, Houston, TX, 77077
                                                                           |   www.opc-houston.com

Optimal Consulting LLC
Mistakes #7 - Not Fully Understanding Requirements

       Using your own interpretation of the
       requirements




                                       P:800.723.6120 F: 800.547.4908
                                       12520 Westheimer Road, Suite
                                       A1-142, Houston, TX, 77077
                                                                        |   www.opc-houston.com

Optimal Consulting LLC
Mistakes #8 - Refusing to Ask for Help/Believing in
       Saviors and Miracles




                         Project Success




         Schedule                                         Cost
         Slippages                                        Overruns


                                           P:800.723.6120 F: 800.547.4908
                                           12520 Westheimer Road, Suite
                                           A1-142, Houston, TX, 77077
                                                                            |   www.opc-houston.com

Optimal Consulting LLC
Mistakes #9 - Don’t Tell the Client They are Wrong/
       Not Willing to Say “No”


       It all in how You Say It


       •Goal is not to alienate stakeholders

       •Give a logical reason

       •Offer an alternative if possible




                                               P:800.723.6120 F: 800.547.4908
                                               12520 Westheimer Road, Suite
                                               A1-142, Houston, TX, 77077
                                                                                |   www.opc-houston.com

Optimal Consulting LLC
4 Types of Clients




                            12 Breeds of Clients and How to Work with Them - Jack Knight | Dealing with Clients | The Lighter Side | June 7th 2012
                                                                 http://freelanceswitch.com/clients/12-breeds-of-client-and-how-to-work-with-them/


                                                                                  P:800.723.6120 F: 800.547.4908
                                                                                  12520 Westheimer Road, Suite
                                                                                  A1-142, Houston, TX, 77077
                                                                                                                        |    www.opc-houston.com

Optimal Consulting LLC
Mistakes #10 - Failing to Insulate the Team from
       Politics
            Your team is the most important resource you have.

            Team should operate as a unit.

            A great way to gain the respect of your team is to protect it from
            negative outside influences such as politics




                                                              P:800.723.6120 F: 800.547.4908
                                                              12520 Westheimer Road, Suite
                                                              A1-142, Houston, TX, 77077
                                                                                               |   www.opc-houston.com

Optimal Consulting LLC
Learning from Our Mistakes
       “Against criticism a man can neither protest nor defend himself; he must
       act in spite of it, and then it will gradually yield to him.”
       Quoted from Johann Wolfgang Von Goethe, (1749 to 1832), the great German writer, and playwright




                                                    Acknowledge your mistake.

                                                    Giving Excuses is a signal.

                                                    Explain what happened and why.




                                                                                 P:800.723.6120 F: 800.547.4908
                                                                                 12520 Westheimer Road, Suite
                                                                                 A1-142, Houston, TX, 77077
                                                                                                                  |   www.opc-houston.com

Optimal Consulting LLC
Three Steps to Acknowledging Your Mistakes


         1. Say: "Here's what happened ...“

         2. Summarize the faulty decision(s) and declare: "I'm accountable
            for this."

         3. Extract a lesson for the future - You might add, "I'm sharing this
            with you so that we can all learn from my mistake."


                                            Bette Price, president of the Price Group




                                                         P:800.723.6120 F: 800.547.4908
                                                         12520 Westheimer Road, Suite
                                                         A1-142, Houston, TX, 77077
                                                                                          |   www.opc-houston.com

Optimal Consulting LLC
Learning from Our Mistakes - Dialing Triple R




                                                             ‘Focused For Tennis’, Slaieu & Trogolo




                                             P:800.723.6120 F: 800.547.4908
                                             12520 Westheimer Road, Suite
                                             A1-142, Houston, TX, 77077
                                                                              |    www.opc-houston.com

Optimal Consulting LLC
Learning from Our Mistakes - Release




                                                             ‘Focused For Tennis’, Slaieu & Trogolo




                                             P:800.723.6120 F: 800.547.4908
                                             12520 Westheimer Road, Suite
                                             A1-142, Houston, TX, 77077
                                                                              |    www.opc-houston.com

Optimal Consulting LLC
Learning from Our Mistakes - Review




                         Where are we?
                         Should we change our approach ?
                         Is this the right game plan?
                                                                  ‘Focused For Tennis’, Slaieu & Trogolo




                                                  P:800.723.6120 F: 800.547.4908
                                                  12520 Westheimer Road, Suite
                                                  A1-142, Houston, TX, 77077
                                                                                   |    www.opc-houston.com

Optimal Consulting LLC
Learning from Our Mistakes - Reset


                            What is the next action.

                            Powerful cue word or cue phrase.

                            ‘get up’, ‘focus’, ‘moving on’, and ‘fix it’.




                                                                     ‘Focused For Tennis’, Slaieu & Trogolo




                                                     P:800.723.6120 F: 800.547.4908
                                                     12520 Westheimer Road, Suite
                                                     A1-142, Houston, TX, 77077
                                                                                      |    www.opc-houston.com

Optimal Consulting LLC
Can Mistakes Be Avoided?
          Design products (or systems) to block the errors.

          Why does a electrical plug have 3 prongs and why is one prong wider than
          the other?




          What is that hole in the center all about?




                                                              P:800.723.6120 F: 800.547.4908
                                                              12520 Westheimer Road, Suite
                                                              A1-142, Houston, TX, 77077
                                                                                               |   www.opc-houston.com

Optimal Consulting LLC
In Conclusion…..
      “I developed a mechanism so
      that whatever mistakes I
      made, I would bounce
      straight back. Whatever was
      happening off the pitch, I
      could put it to one side
      and maintain my form.

      Call it mental resilience or
      a strong mind, but that is what   Gary Alexander Neville - England's most capped right-back
                                        and was Manchester United's club captain for five years
      we mean when we talk about
      experience in a football
      team.”
      ~Gary Alexander Neville


                                                             P:800.723.6120 F: 800.547.4908
                                                             12520 Westheimer Road, Suite
                                                             A1-142, Houston, TX, 77077
                                                                                              |   www.opc-houston.com

Optimal Consulting LLC
Thank you



                                     P:800.723.6120 F: 800.547.4908
          Optimal Consulting LLC     12520 Westheimer Road, Suite   |    www.opc-houston.com
                                                 P:800.723.6120 F: 800.547.4908
                                     A1-142, Houston, TX, 77077
Optimal Consulting LLC
                                                 12520 Westheimer Road, Suite A1-142
                                                 Houston, TX, 77077

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Recoverying From Mistakes

  • 1. Carla Fair-Wright, PMP, MCTS, ASQ CSQE It's Not Personal: How to Recover from Mistakes and Keep the Project Moving P:800.723.6120 F: 800.547.4908 P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142 | www.opc-houston.com 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Houston, TX, 77077 Optimal Consulting LLC
  • 2. Who Am I? Carla Fair-Wright, PMP, CSQE, MCTS • Project Manager • Software Engineer • Veteran • Author • Entrepreneur • Volunteer P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 3. Table of Contents Section Section Name Slide No. 1. Why We Make Mistakes 4 2. Project Management – 10 Most Common Mistakes 6 3. Learning from Our Mistakes - Dialing Triple R 18 4. Thank You 26 P:800.723.6120 F: 800.547.4908 Optimal Consulting LLC 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 4. Why We Make Mistakes Status Quo Bias It's hard to change because it involves more effort and we want to avoid regretting our decision French invasion of Russia Memory is unreliable.... (Patriotic War of 1812) Rosy retrospection Mistakes are unavoidable. Perception is Economical . P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 5. Mistakes Can Make You Smarter The brain responds to mistakes in one of two ways “Wake Up Call" The brain hones in on the negative outcome, and treats it like a problem that needs solving. “Shutting Down” The brain reacts to the negative feedback itself as a threat. P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 6. Project Management – 10 Common Mistakes 1. Preparing an Ambitious Schedule 2. Pretending to Know More than You Actually Do 3. Ignoring Problems 4. Failing to Share Accountability with Functional Managers 5. Gold-plating the Deliverables 6. Failing to Understand What Stakeholders and Sponsors Want to Hear 7. Not Fully Understanding Requirements 8. Refusing to Ask for Help/Believing in Saviors and Miracles 9. Don’t Tell the Client They are Wrong/ Not Willing to Say “No” 10. Failing to Insulate the Team from Politics 20 Common Mistakes Made by New or Inexperienced Project Managers. By Harold Kerzner, Ph.D. http://www.iil.com/freeresources/downloads/white_papers/20_common_mistakes_HK_0310.pdf P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 7. Mistakes #1 - Preparing an Ambitious Schedule “Customers are never told that the schedule is ambitious and therefore believe the schedule is realistic. The customers then focus on the milestone dates and now, when the milestones slip from ambitious to reality, you have an unhappy customer who wonders what other surprises will show up next.” - Harold Kerzner, Ph.D. P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 8. Mistakes #2 - Pretending to Know More than You Actually Do “…project managers today possess an understanding of technology rather than a command of technology…” - Harold Kerzner, Ph.D. ©2010 Project Management Institute (PMI®) & International Institute of Business Analysis (IIBA®) Published as part of Proceedings PMI Global Congress 2010 – Washington, DC P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 9. Mistakes #3 - Ignoring Problems Why Did Japan's Leaders Ignore the Problems? •Fear Of: • Creating a bad impression. • Being “found wanting”. • Making the wrong decision. • Failure. The damaged roof of reactor No. 1 at the Fukushima Daiichi nuclear plant after an explosion that blew off the upper part of the structure is seen P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 10. Mistakes #4 - Failing to Share Accountability with Functional Managers PMs should negotiate for deliverables rather than people. Both PMs and FMs have accountability and responsibility for the project’s success. Executive support may be needed P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 11. Mistakes #5 - Gold Plating the Deliverables What is “Gold Plating” Extra functionality Higher-quality components, Extra scope of work or better performance. PMI does not recommend No value to the project. Additions based on the PM/FM impression of what the customer would like. (, Exam Prep Guide, 2nd Edition, Beaver’s Pond Press, 2000, page 95) P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 12. Mistakes #6 - Failing to Understand What Stakeholders and Sponsors Want to Hear Interview the stakeholders to learn what information they deem as important. Tracking metrics or key performance indicators (KPI). P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 13. Mistakes #7 - Not Fully Understanding Requirements Using your own interpretation of the requirements P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 14. Mistakes #8 - Refusing to Ask for Help/Believing in Saviors and Miracles Project Success Schedule Cost Slippages Overruns P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 15. Mistakes #9 - Don’t Tell the Client They are Wrong/ Not Willing to Say “No” It all in how You Say It •Goal is not to alienate stakeholders •Give a logical reason •Offer an alternative if possible P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 16. 4 Types of Clients 12 Breeds of Clients and How to Work with Them - Jack Knight | Dealing with Clients | The Lighter Side | June 7th 2012 http://freelanceswitch.com/clients/12-breeds-of-client-and-how-to-work-with-them/ P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 17. Mistakes #10 - Failing to Insulate the Team from Politics Your team is the most important resource you have. Team should operate as a unit. A great way to gain the respect of your team is to protect it from negative outside influences such as politics P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 18. Learning from Our Mistakes “Against criticism a man can neither protest nor defend himself; he must act in spite of it, and then it will gradually yield to him.” Quoted from Johann Wolfgang Von Goethe, (1749 to 1832), the great German writer, and playwright Acknowledge your mistake. Giving Excuses is a signal. Explain what happened and why. P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 19. Three Steps to Acknowledging Your Mistakes 1. Say: "Here's what happened ...“ 2. Summarize the faulty decision(s) and declare: "I'm accountable for this." 3. Extract a lesson for the future - You might add, "I'm sharing this with you so that we can all learn from my mistake." Bette Price, president of the Price Group P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 20. Learning from Our Mistakes - Dialing Triple R ‘Focused For Tennis’, Slaieu & Trogolo P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 21. Learning from Our Mistakes - Release ‘Focused For Tennis’, Slaieu & Trogolo P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 22. Learning from Our Mistakes - Review Where are we? Should we change our approach ? Is this the right game plan? ‘Focused For Tennis’, Slaieu & Trogolo P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 23. Learning from Our Mistakes - Reset What is the next action. Powerful cue word or cue phrase. ‘get up’, ‘focus’, ‘moving on’, and ‘fix it’. ‘Focused For Tennis’, Slaieu & Trogolo P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 24. Can Mistakes Be Avoided? Design products (or systems) to block the errors. Why does a electrical plug have 3 prongs and why is one prong wider than the other? What is that hole in the center all about? P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 25. In Conclusion….. “I developed a mechanism so that whatever mistakes I made, I would bounce straight back. Whatever was happening off the pitch, I could put it to one side and maintain my form. Call it mental resilience or a strong mind, but that is what Gary Alexander Neville - England's most capped right-back and was Manchester United's club captain for five years we mean when we talk about experience in a football team.” ~Gary Alexander Neville P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 26. Thank you P:800.723.6120 F: 800.547.4908 Optimal Consulting LLC 12520 Westheimer Road, Suite | www.opc-houston.com P:800.723.6120 F: 800.547.4908 A1-142, Houston, TX, 77077 Optimal Consulting LLC 12520 Westheimer Road, Suite A1-142 Houston, TX, 77077