093 - Rising from Tactical PM to Strategic Advisor, with Gregg Richie and Ralph Kliem

AUDIO QUALITY NOTICE!  Apologies, we have a little static on one of the mics during our recording - sorry for the occasional audio issue.  As a project manager, an organizational structure that will have a big impact on your life is the PMO. But if you aren’t used to working with a PMO, what should you expect? Are they going to make your life and projects easier, or crush you with red tape? If you are interviewing for a job where they have a PMO, what questions should you ask to get a better understanding of how they work? And, what should you expect from a PMO - and what are they expecting from you?  With all these questions, we thought we should reach out to a couple of the most well known minds in PMO: Lindsay Scott and Eileen Roden. Their UK based “House of PMO” organization does some great things in the PMO space (plus they are a lot of fun!) so we feel very fortunate that Linsay and Eileen agreed to join us and help us understand a bit more about whether PMO’s are our friends or foes.    About our amazing guests, Lindsay Scott and Eileen Roden Lindsay has worked in and around project management and PMO for over 20 years and is a Director at PMO Learning, a training company focused on PMO.  She is Co-Founder of the House of PMO, a professional membership organisation for PMO practitioners. Lindsay is the co-author of the PMO Competency Framework and editor of the Handbook of People in Project Management. She speaks regularly on project management and PMO career topics – and provides 1-2-1 coaching for those looking to advance their careers in PMO. Eileen has 15 years practitioner experience in a variety of project management roles (predominantly PMO management) along with IT and functional HR roles, with a variety of UK, EMEA and global responsibilities.  Her practical experience is supported by both academic and professional certifications including a Masters in Applied Project Management (with distinction), AIPMO-E, PRINCE2®, MSP®, MoP®, Managing Benefits®, Better Business Cases®, Programme and Project Sponsorship®.  She is now a Consulting Director of PMO Learning and co-founder of the House of PMO. She is the author of P3O® Best Management Practice and lead author of the PMO Competency Framework, co-author of Knowledge Management in a Project Environment, along with contribution to many APM publications.  She is a frequent conference speaker throughout UK and Europe. You can learn more about all the amazing things that Lindsay and Eileen are doing around PMO and even join their great community at https://houseofpmo.com/    JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership

In this episode, Kat and Kim talk to Erik Rueter about design thinking in our projects.  What’s design thinking, you may be thinking? Design thinking is a methodology that focuses on the end users of a system when we are problem solving. Erik will share 5 different design thinking methods for understanding user needs in a way that not only helps your project provide better deliverables but can also help build a better project team.   About our amazing guest, Erik Rueter Erik K. Rueter, PMP, PMI-ACP, has over 20 years of experience in diverse industries, including tech startups, academia, healthcare, and entertainment. Currently, he serves as a senior project manager at the American Marketing Association and has held multiple senior staff positions at various organizations. Erik holds a BA in neuroscience from Wesleyan University, with further education in digital design, Irish studies, and MicroMasters in Design Thinking and Project Management from the Rochester Institute of Technology. He is also certified in diversity and inclusion by Cornell. Erik's contributions to the field include co-authoring papers on health inequity, lecturing at Boston and Emerson Colleges, and advocating for diversity and inclusion with organizations like Medtronic, VSP, and the San Antonio Spurs. He has spoken, in person and virtually, at PMI Greece, PMI Michiana, and PMI Western Michigan, among others. He has appeared on podcasts such as “Confessions of a Higher Education CMO”; and “I Wanna Work There!” and contributed to “The Evolution of the PMO”, a key resource for project managers. He founded Human-Centered Success LLC to promote inclusive leadership which is National Gay and Lesbian Chamber of Commerce certified as an LGBTQIA+-owned business. Residing outside Pittsburgh with his husband and two dachshunds, Erik enjoys marathons, gaming, and sharing his insights. Contact: [email protected]. To learn more about the amazing things Erik is up to:  Check out his website at: www.humancenteredsuccess.com Learn about solution delivery: Mastering Solution Delivery Erik’s Upcoming Speaking Engagement: PMI Global Summit 2024 Rock Lobster Leadership: Lessons from The B-52s Resilience and Relatability: A New Paradigm for Project Leadership (With Jake McGaffin and Olivia Montgomery)   JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership STUMP THE PM’S! We love to hear about your tough PM issues, so please hit us up at [email protected] or on Linkedin and we’ll see if we can help you. If we use your question, we’ll send you a PM Happy Hour coaster you can enjoy at your next happy hour.  

Although an essential part of our project-driven world, most project leaders didn’t set out to be one. For many of us, our first steps into project leadership won’t come with an official title. So, if we are not ‘officially’ project managers, how are we supposed to lead the project?  There are a lot of answers to this question, but one approach all project leaders need to master is the art of managing with informal authority. Without being people’s ‘boss,’ we need to pull a team of seemingly random people, give them common purpose, build a team and help them successfully deliver a project.  But, seriously, what really is ‘informal authority?’ What’s involved and how can I master this mystical art? To help us understand this superpower, we are joined on this episode by Kory Kogon, author of the book, “Project Management for the Unofficial Project Manager.” Kory takes us through the 5 pillars of informal authority which include:  Demonstrate respect Listen first Clarify expectations Extend trust Practice accountability About our amazing guest, Kory Kogon Kory is FranklinCovey’s Vice President, Content Development, and a Senior Leadership Consultant. She is a co-author of the #4 Wall Street Journal bestseller, The 5 Choices: The Path to Extraordinary Productivity, in addition to Project Management Essentials for the Unofficial Project Manager, and Presentation Advantage. Kory has been featured on Inc.com and in its Productivity Playbook online series, on Fast Company.com, Forbes.com, and in Investor’s Business Daily. She has also appeared on NBC’s TODAY with Hoda Kotb. Kory has over 25 years of business expertise from frontline positions to serving as an executive team member for a global franchise organization. This provides her a unique perspective on the application of FranklinCovey’s world-renowned content within organizations. Kory not only understands the strategy and principles necessary to build great leaders, systems, and winning cultures, but she understands how FranklinCovey’s blended learning offerings deliver practical solutions that enable the behavior changes required for transformational results in organizations with both formal and informal leaders. To learn more about the amazing things Kory is doing and to get her great book: Book: Project Management for the Unofficial Project Manager | FranklinCovey Learn about the Project Management for the Unofficial Project Manager Course: Project Management for the Unofficial Project Manager™ | FranklinCovey About Kory Kogon: FranklinCovey Speaker: Kory Kogon | FranklinCovey Connect to Kory Kogon on linkedin: https://www.linkedin.com/in/kory-kogon   JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership STUMP THE PM’S! We love to hear about your tough PM issues, so please hit us up at [email protected] or on Linkedin and we’ll see if we can help you. If we use your question, we’ll send you a PM Happy Hour coaster you can enjoy at your next happy hour.  

For the first time, Kate and Kim find an Agilist brave enough to join them on the podcast to talk about some really hard questions about working Agile vs Waterfall. Let’s get it on! We ask the questions that PM’s want to ask - frustrated, annoyed PM’s who are told to work “agile” by people who maybe don’t even understand Agile - or Waterfall, for that matter. In this refreshingly honest talk about the reality of ways of working, Kate, Kim and their guest Agilist, David Asch, talk in real-world terms about Agile, Predictive and the reality in-between. About our amazing (and brave) guest, David Asch David Asch has a 36-year career in startup and mid-stage commercial software companies. He’s worked in various industries, including transportation, supply chain, retail analytics, scientific marketing, blockchain, and secure communications. From his experience with the challenges and successes of delivering software over a long career, David founded 10xPrinciples, a management/organizational consulting company, to help technology companies navigate the transition from startup to mid-stage.  During a time of rapid growth and change, teams typically find that the ”wearing many hats” culture from their startup days is no longer the best approach to honoring commitments. David helps these companies weave Agile practices into the fabric of their cultures. David’s recognized expertise in companywide Agile-driven management makes him invaluable to clients who need to implement Agile principles and methodologies into their unique business environments. Get David’s book, The Agile Enterprise: Applying Agile Principles to Drive Organizational Success, on Amazon here: https://www.amazon.com/Agile-Enterprise-Applying-Principles-Organizational/dp/1637425473/  Connect to him on Linkedin: https://www.linkedin.com/in/davidasch1/  And check out his website: https://10xPrinciples.com    JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership STUMP THE PM’S! We love to hear about your tough PM issues, so please hit us up at [email protected] or on Linkedin and we’ll see if we can help you. If we use your question, we’ll send you a PM Happy Hour coaster you can enjoy at your next happy hour.  

Project Management is weird. You can have the same job title and be a very tactical execution-minded project manager - which is the way most of us start. Or you can be a strategic part of the leadership team, recognized for your ability to help executives make their vision a reality.  So, how do you develop yourself from tactical implementer to strategic partner?  This episode we are joined by two experienced leaders, Ralph Kliem and Gregg Richie, who have made this transition, and rose to provide pivotal strategic partnership roles with executive teams to help them develop Disaster Recovery capabilities. In fact, they wrote the book on it: Business Continuity Planning: A Project Management Approach. Ralph and Gregg will talk us through how to step beyond the mindset of a tactical project manager and engage with our leadership teams as a strategic partner. About our amazing guests, Ralph Kliem and Gregg Richie Ralph Kliem, M.A.,PMP, CBCP, is the author or co-author of twenty books, including the Management Lessons of the Great Explorers; Political Risk Management and the Global Supply Chain; Business Continuity Planning; and Leading High Performance Projects. He has also published in the Project Management Journal and PM Network.  He managed numerous business continuity projects and programs for major airplane programs at The Boeing Company as well as financial, operational auditing, and information systems projects. He is now retired after over 40 years in the private and public sectors.  Gregg D. Richie, has over 40 years of experience in project management.  His education includes a MBA with a specialization in Project Management from Indiana Wesleyan University, a BS in Workforce Education and Development from Southern Illinois University at Carbondale, and a Master’s Certificate in Applied Project Management from Villanova University. He has managed, participated in, or consulted on more than 1200 projects in his career, and  He authored three books on Microsoft Project.  As a retired member of the US Navy SEABEES, he uses real-world experiences in teaching project management concepts. You can follow or connect with Gregg at:   @GreggDRichie https://www.linkedin.com/in/greggrichie/   You can find their book on Amazon at https://www.amazon.com/Business-Continuity-Planning-Management-Approach/dp/1482251787/  JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership STUMP THE PM’S! We love to hear about your tough PM issues, so please hit us up at [email protected] or on Linkedin and we’ll see if we can help you. If we use your question, we’ll send you a PM Happy Hour coaster you can enjoy at your next happy hour.  

Meetings. Love them or hate them, they are core to what we do as project leaders. We need to pull people together (real or virtually) to discuss, plan, check-in, and get things done. But as we know, when we get people together, sometimes their misbehaviors - “goblins” - tag along, too! Being able to manage effective meetings can make or break us as PMs. And learning how to manage these misbehaviors in meetings can make or break each meeting. Fortunately, we have help! This episode we are joined by Rich Maltzman of Boston University. Rich and his colleague Jim Steward wrote the book, “Great Meetings Build Great Teams: A Guide for Project Leaders and Agilists.” In this book, Rich and Jim write about these “meeting goblins” - how to identify them, and how to respond effectively to keep your meeting on track.  Join us and learn how to tame the meeting goblins!  You can find Rich’s book on Amazon here: https://www.amazon.com/Great-Meetings-Build-Teams-Agilists/dp/1637424752/ And check out the website here: http://projectmeetings.us You can connect directly with Rich and his co-author, Jim on linked in here:  Rich: https://www.linkedin.com/in/exclaim/ Jim: https://www.linkedin.com/in/jimstewartpmp/   And if you would like to study project management with Rich at Boston University, you can read about their globally respected program here: https://www.bu.edu/met/programs/project-management/   About our amazing guest, Rich Maltzman Rich considers himself a ‘pracademic’ – and is now Master Lecturer at Boston University, an author, and a consultant, providing clients with a deep learning experience and improved results. He had a 40-year career in telecom, mainly in engineering and project management.  At the University level, his focus is always on converting weaknesses into strengths while teaching clients/students how to apply learned skills to everyday situations.  Rich co-founded EarthPM, LLC, a company devoted to integrating sustainability thinking into project management. His integration of a holistic, global view of project management has resulted in international consulting and speaking engagements in which the focus is the long-term success of projects, with an eye towards ecological and social systems. His blog at the projectmanagement.com site has become very popular. A co-author of seven books on project leadership, Rich is a former VP of Professional Development for PMI Mass Bay (the Boston area PMI Chapter), and was on the Review Committee for the 7th Edition PMBOK® Guide, helping to assure that sustainability thinking finally made it into the Standard and the Body of Knowledge. JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership STUMP THE PM’S! We love to hear about your tough PM issues, so please hit us up at [email protected] or on Linkedin and we’ll see if we can help you. If we use your question, we’ll send you a PM Happy Hour coaster you can enjoy at your next happy hour.  

“What percent done are you?”  Status reporting is a core skill (and responsibility) of project managers. It is an opportunity for you to check in with your team, and to build rapport and engagement with stakeholders. But it’s also something we often take for granted.  In this episode, Kate and Kim talk about how to approach status reporting whether your project is big or small, and how to leverage this key communication point to help with overall project success.   Why Status Reporting?  Essential for communicating project progress and challenges Builds trust with stakeholders by demonstrating progress Tailoring Status Reports Reports should be adapted to audience needs Understanding the audience (executives, team members, stakeholders) is crucial! Components of an Effective Status Report Executive Summary: A clear, concise overview Accomplishments: Completed tasks or milestones Upcoming Tasks: Planned activities or next steps Risks and Issues: Key challenges and potential problems Go-to-Green Plan: Strategy for addressing significant off-track areas RAG Status: Red, Amber, Green indicators for project health Budget Status: Financial overview (where applicable) Timeline Overview: High-level graphical representation of key events Approaches to Percent Complete Debate on the utility and accuracy of percent-complete metrics Preference for tying status to key milestones over percent completion Status Report Frequency and Medium Weekly status meetings with teams Different report cadences for different audience levels (e.g., executive status monthly) Possible mediums: Email, PowerPoint, Slack, or other communication tools Challenges in Status Reporting Ensuring stakeholder engagement and consumption of reports Potential pushback on RAG status, especially when reporting red or amber Importance of team input and alignment on report content Additional Recommendations Focus on highlighting value and progress in reports Importance of clear, effective communication in status reports Using status reports for accountability and project alignment   JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership STUMP THE PM’S! We love to hear about your tough PM issues, so please hit us up at [email protected] or on Linkedin and we’ll see if we can help you. If we use your question, we’ll send you a PM Happy Hour coaster you can enjoy at your next happy hour.  

Being a project manager is tough. You are assigned a team of people who may never have with each other (or you) before, and you need to lead them to accomplish a task, solve a problem, or create a new deliverable. And by definition, this is a unique task - so it hasn’t been done before, at least not in this way, for these stakeholders.  In among these challenges is perhaps the toughest one: you have to lead this group of people. As project managers, these people almost never report to us - someone else is their boss. So, how do we provide leadership and direction to a group of people when you are not their boss? How do you tell them what to do?  Sure, we could talk about servant leadership and how a PM is a facilitator, who should be working to enable, motivate and coach the team. But in the real world, you need to get these people to get stuff done, or you are all going to fail.  In today’s episode, Kate and Kim talk about this conundrum, and offer advice based on their real-world challenges trying to get people to do things - who don’t report to them.  JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership STUMP THE PM’S! We love to hear about your tough PM issues, so please hit us up at [email protected] or on Linkedin and we’ll see if we can help you. If we use your question, we’ll send you a PM Happy Hour coaster you can enjoy at your next happy hour.  

It can be hard getting a project started correctly: getting the right executive and stakeholder sponsorship and support, getting them all to agree on the scope and approach, getting funding, approvals, and all the other things required to get a project off the ground. You negotiate with other departments and get committed resource assignments and timelines. You finally get your amazing project off the ground, you’re humming along then, BOOM! The organization changes.  Your stakeholders change. Your executive sponsors change. The structure or ownership of the organization changes. Your resources are all moved to different teams.  And you’re caught-out like a PM with a flip-phone at an iphone convention.  What now? What do you do? How do you re-align your project and ensure its success in the new (or ever changing) organizational environment? This is the problem that Kate and Kim are painfully familiar with, and tackle on this episode.  JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership STUMP THE PM’S! We love to hear about your tough PM issues, so please hit us up at [email protected] or on Linkedin and we’ll see if we can help you. If we use your question, we’ll send you a PM Happy Hour coaster you can enjoy at your next happy hour.  

Projects are hard. And a lot of them - maybe most of them - fail to live up to their expectations. Missed timelines, quality issues, budget overages, customer dissatisfaction - it seems sometimes like projects miss the mark more often than they hit it. But why is that? What can we learn from all those past projects that can help us make future projects more successful?  This is the question Jim Johnson set out to understand. In his years with the Standish Group, he and his team set the benchmark for one of the most respected analysis on project outcomes: the CHAOS Report. Join us in this short chat with Jim, as he tells us about the CHAOS report and some of his most important findings over the years. And maybe like Kate and I, you can also learn some important lessons from all those past project challenges. About our esteemed guest, Jim Johnson Jim Johnson is the retired founder and past chairman of the Standish Group, a globally respected source of independent primary research and analysis of IT project performance. He is best known for his research on why projects fail, as well as on system costs and availability. He is also a pioneer of modern research techniques such as virtual focus groups and case-based analytical technology. Get your copy of the CHAOS report here:  https://standishgroup.myshopify.com/    JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership STUMP THE PM’S! We love to hear about your tough PM issues, so please hit us up at [email protected] or on Linkedin and we’ll see if we can help you. If we use your question, we’ll send you a PM Happy Hour coaster you can enjoy at your next happy hour.