The Day I’ve Been Waiting For During My Project Management Life

After the long lunch we had, I’m open minded and ready for anything. I tell Gary, “you said we have plenty of safety time in our projects, and that we are not using it right. I agree. We also have to break the vicious cycle of adding more and more safety to our projects.”

“I”m glad you are open‐minded about challenging some project management conventions,” says Gary.

“You will have to re-plan your existing projects and include these things in all new projects. Are you ready for that?”

I say, “Look, we have been struggling with so many issues, our performance is as worse as it’s ever been, and many of our customers have lost faith in us. It’s time to do something different. If we have to re-plan everything, I’m assuming it’s necessary to get the results we want.”

Gary says, “it may not be as bad as you think. The work content is not going to be any different and your budget is not going to be effected. We’ll focus on reducing the task duration estimates which will lead to reduced project lead times. We will address the issues you are struggling with. On time performance will improve. And, your lead times will become competitive again. I’m confident about it, how about you?”

“The day things start to turn around can’t happen soon enough. In a short time you have been able to understand our environment and show us a way out. I did have to give up on some preconceived notions about project management. We need to understand the actions we need to take.”

Action One

“Great! So let me explain the first of the three actions I recommend we take. Currently, you have safety time protecting the performance of each individual task. To stop doing something, sometimes all we have to do is the opposite. So, the first step is the reduce the task duration estimates to only the touch time.”

“How do we do that? I’m understand why we should do it, but I see some potential issues with doing that,” Jim says.

“I know which ones you are thinking about, but I assume you they will be addressed,” say Gary.

“During the planning of the project, imagine the assigned resource(s) working on the task without interruption. They have everything they need to do the work. They are away from emails and the phone, and they can work at a normal pace. The task exit criteria is also available so they know what “done” looks like.”

“This is hypothetical, right, because putting a person in that situation will be hard to do around here,” Jim says.

“Of course, imagine it for now. During the actual planning, by putting people in this scenario will help them think. It will also help provide you with a duration estimate closer to the touch time. Remember, folks are used to including safety in their tasks estimates it’s almost an unconscious decisions. The estimate needs to be good enough and nothing like the durations they’ve provided before. During this exchange with the resource, you can also check to see if they have any concerns. Concerns about where the safety time went. How they will protect themselves from Murphy. Or, how they will manage their stress levels.”

Action Two

“But, where does the safety time go? That’s one of my concerns, too. Don’t we still need some protection from all the variances and the visits from Murphy that occur,” I say.

“Yes, and I’ll show you how to address those issues in a few minutes. The second change you need to make is to calculate the longest leg of task and resource dependencies. To determine the length of a project we need to take into account not only the task dependencies, but also the resource dependencies. This is called the critical chain. The critical chain also eliminates resource contention within the project. In other words, a project schedule created with the critical chain method will not force any resource to multi-tasking.”

“That’s good to hear. We don’t need more things encouraging multi-tasking. I have heard of the critical path method and realized a few weeks ago we must take resource dependencies into account, too. I didn’t know it was called critical chain. Anyway, I imagine to calculate the critical chain, we will need some kind of specialized software?”

“Yes, a project or a portfolio of projects operating under the critical chain rules requires software. It’s too cumbersome otherwise. But, I don’t want to talk about that now. Let’s wait until you see the whole picture and then you can decide if you need it or not.”

Action Three

“That’s fair. What happens after you identify the critical chain?”

“Let’s address your issue about where the safety time goes. If it’s not embedded in each task, where is it? Remember when we talked about task variability; task durations usually vary around the median of the planned duration. Our assumption is that the safety time required to protect a series of tasks is smaller than the sum of the safety required to project each individual task. In other words, statistical fluctuations average out. For a path composed of sequential tasks, the reality is that the variances of the path are smaller than the sum of the variances of the individual tasks. It’s this fact that makes it possible to reduce the lead time of your projects.”

“OK, that makes sense. I still don’t see where the safety has gone. What else happens?”

“Let me ask you this, what’s more important––finishing each task on time or finishing the project on time?”

“The project, of course.”

“Of course, that’s how your company gets paid, by finishing and invoicing a project. You get nothing for finishing a task. So, let’s put some protection against what we vakue the most. The software will insert a shock absorber at the end of the longest leg, the critical chain. This will protect the project’s due date against the variability along the critical chain. Based on our vast experience, using 50% of the critical chain’s duration determines the size of this shock absorber. We call it a project buffer.”

“So this project buffer is where the safety we took out of individual tasks went,” said Jim. But what about all the other tasks, or non-critical chain tasks, not included in the critical chain?”

“The software will also add a shock absorber to the end of each feeding leg. It’s also 50% as long as the duration of the feeding leg. We call it a feeding buffer.”

“This feeding buffer will help protect the critical chain tasks from the variability along the feeding legs. It may seem like there is double protection by using two different, but similar buffers. But, realize the majority of the tasks will be in the feeding legs. Only about 10% of the tasks in a project are on the critical chain. The remaining tasks, or about 90% of them, are where most of the variability will occur. So, the level protection is necessary.”

“At the end of the critical chain and at the end of each feeding leg are excellent places for safety time. I can also see now why we need software. There are too many calculations to do by hand or even by using a spreadsheet,” I say.

“Believe me, I’ve tried doing these calculations by hand. There was a time before software was available and it was a frustrating and cumbersome process. I swore to myself I wouldn’t use the critical chain method until there was software. It finally arrived on the market two years later.”

Action Summary

“Anyway, in review, these are the three, new things you need to do when planning, or re-panning existing, projects:

    • Determine the touch time and estimate the task durations.
    • Calculate the critical chain of the project.
    • Place a buffer at the end of the critical chain and at the end of each feeding leg.

“That’s it, seems too simple,” I say.

Gary quotes Einstein, “Everything should be made as simple as possible, but no simpler.”

“There is one more benefit of using software. Imagine the day arrives for the project’s formal kick-off meeting. All the participants are in attendance. Your customers, key sub-contractors, outside vendors, and our project team are also there. You can review the project’s objectives, milestones, risks, deliverables, etc., and the proposed due date. If any adjustments need to be made to the plan, you can make them on the spot, in real time, and provide everyone with the final plan. You can announce the planning phase complete!”

“Nice! Is the next step to start the project?”, I ask.

“Yes, when you are ready to do so. There are new elements to be aware of during the execution phase. There are only three of them, too. Want to hear about them?”

The Lunch That Changed My (Work) Life

A Look Into Our Project Management Issues

Only including the touch time for each task duration estimate is the most way out thing he’s said so far. I knew this salesman was too good to be true. There must be a catch and sure enough there is. After ordering our food, Jim, my chief engineer, asks Gary to get right to the point.

“What do you mean by only using the touch time for each task duration estimate,” asked Jim.

I listen for the answer. The touch time of a task is the hands on, working on the task activities. It’s not the waiting, delays, or interruptions which are accounted for by the added safety time.

Gary says, “we all agree that what we are here to talk about are improvements to your current reality. Improvement means change, but not every change is an improvement. So, we need to decide what needs to change before we do anything else. What elements do we need to consider to make the right changes?”

That’s not much of an answer, but I like the passion in Gary’s voice when he said it. I’m willing to listen a little longer.

He continues, “there were plenty of times I had the same gripes you did about managing projects. I’m an expert at bitching and moaning, but that only get’s me so far. One day I decided to look a little deeper at a few of these gripes. Was there something more a deeper analysis might uncover.”

“I assume,” I say, “that you looked into one of our issues, usually the original due dates are not met, for example.”

Gary says, “I sure did. To meet the original due date commitment, you need to do something to bring the schedule back on track. To bring the schedule back on track you must take some expensive action or trim the project content. Why?”

“Because without these actions I’m bound to miss the due date,” Jim says.

I nod and say nothing.

“But, you don’t want to take some expensive action or trim the content. You also don’t want to jeopardize the original commitment of staying within budget,” Gary says. “What ends up happening is you try to do both––taking some expensive action or trimming the project content––when you can.”

“It’s not a nice place to be,” I add, “and I have been in this position many times. Even Jim comes to me when he can’t decide what to do. The real problem is not missing the due date, but the being stuck between a rock and a hard place. Do I take an expensive action or not.”

Gary’s expression doesn’t change, but there is a hint of a resigned, I’ve heard this so many times before face. The waiter takes our order.

He says, “what about one of the other gripes you mentioned––there are too many changes. To meet your original scope commitment, you need to honor the commitments you made to your customer and give them what they want. To give them what they want, you make a change to the project. Why?”

I say, “because the customer demands it. Some of our customers can be very demanding. Or a change is necessary because some other function did something to meet their commitment. For example, we provided detailed specifications to the Procurement department. But, the only parts they could find didn’t meet all the specifications. We had to work around the parts we received. Changes were necessary.”

“I see,” Gary says, “you can decide ignore the change requested. In that way you feel better about staying on track to make the promised due date and stay within budget. How likely is that? I’m going to assume you always end up making the change to the project. You also know you’ll be called on the carpet later because you went over budget.”

How does he know what I’m thinking. I nod. I say nothing.

But, Gary is not done. “Let me check one more gripe,” he says––“too much rework. To meet original scope commitments, you need to act in a way that ensures the original due date will be met, right? To make sure the original due date is met, do the rework. Why? Because to be on time, we must start the project without all the final specifications; this is bound to cause rework.”

“But, you try to not do rework so you can stay within budget and stay within the promised timeline.”

“Again, you are walking a fine line between being very careful to do rework when you have to and not do rework when you don’t. I’m sorry to say, you still end up missing the whole point of the project which is to meet all the original commitments for scope, budget, and due date.”

I wish our food would come so I can hide my surprise that Gary knows so much about our environment. Meanwhile, Jim is trying to avoid my eyes. But, I can feel the tension of doing something or not doing something in each analysis Gary has done.

A Pattern Emerges

He says, “if you look, you see a pattern emerging. Each one of your responses to a gripe, like taking some expensive action, or trimming the project content, or making a change in the project or do rework, look similar. Many times, these are the actions folks like you and Jim take due to some “surprise” that was not taking into account at the start of the project.”

I’m glad to hear other people seem stuck with these issues, too. Our food arrives, but my hunger pangs seem to be gone.

“It is a fact of life that your executives and sales people must specify the scope, costs, and project lead times before a customer will sign the contract. There is not much you can do about that. So, let’s get back to describing this pattern in a generic way. One way to roll all these actions into one generic action statement would be something like:

“Compensate for early mis-estimations or early mis-considerations.”

“Sound about right,” Gary asks.

I nod. Jim nods. I say nothing.

“We could have started with any of your gripes and found a deeper sources of your frustrations. So, let’s remind ourselves what we did. We took an environment as diverse as projects, identified with some similar complaints, and found a common way that relates to our many of our problems. It’s the difficult choices we are forced to make between taking actions to compensate for slipping on one of our commitments and not taking actions to not jeopardize our other commitments.”

I see, the onion has been peeled back and my eyes sting with the realization we have been in all these situations many times. I start to nibble on my food.

Common Things In Project Environments

Gary goes on, “I don’t think you find this surprising since all project environments have two things in common:

    1. projects involve high uncertainty, and
    2. projects involve three opposing commitments, e.g., due date, budget, and content. We all want the content to be high, the budget to be low, and the time to be short. But, they are opposing because usually the higher the content, the higher the budget, and the longer the time.

Encountering these opposing commitments within a single project is one thing. But, what kind of environments increase the size of these opposing commitments? In environments where there are more than one project; the more projects, the greater the size of the uncertainty and the greater the impact of the opposing commitments.”

“This is our environment. We have many projects underway. But, what has this got to do with using touch time and not including safety times in our task duration estimates,” I ask.

No Sympathy, But There Is Enough Safety Time

“Good question, I wanted to let you know you have my sympathies. But, we’re not here for my sympathy. You are looking for a practical solution. To find a practical solution, we need to dig deeper still. The next question I have for you is this. Why must you take some action which compensates for the early mis-estimations or early mis-considerations?”

Again, I say nothing and hit pause on my lunch. But Gary bales me out again.

He says, “let’s imaging a new project is sitting in your Inbox. After a quick review, you assigning Jim to be the project manager. Remember the project was sold on the estimates made before the project was sold. Somehow between the time the customer accepts the proposal these estimates get turned into commitments.”

“We know the commitments are unreasonable, but what can Jim do. That’s the way business works; that’s the work Jim decided to do. He wants to do a good job and if it was up to me, I would let him pad his task estimates with as much safety time as possible.

“But, there is a limit to the safety your company can add. Too much budget, or too much time, or not enough content, and you don’t have a project anymore,” Gary reminds us.

“So, why is it that to do whatever it takes to meet the endangered commitment, Jim is forced to compensate for early mis-estimations / mis-considerations?”

I understand the question, but adding safety time doesn’t only happen at the project level. I also add some safety to the due date estimates I report to top management.

“Because,” he says, “very often, the safety time we are allowed to include is insufficient to absorb all the glitches that happen during the delivery of a project. The mere fact that we have so many glitches in our project performance indicates the extent to which the safety we are allowed to include is not enough. Right?”

I realized I wasn’t looking at this in the right way. I do see that there is plenty of safety time in our projects. Any project manager that has any amount of experience knows about the opposing project commitments. The project managers try to reduce the stress of balancing scope, due date and budget, and look for every way possible to add in safety time.

Good Reasons for Adding Safety Time

Gary says, “you now see that there is enough safety time, plenty of it, but there are good reasons for it. Let me take a few minutes and try to explain what I mean.”

“When Jim plans out the project, what he is doing is converting the promised commitments into some sort of action plan, right? And, this is where the first cracks start to appear. For example, if asked you what is 10 +10? Your answer would be: 20. Of course, when you have 10 apples and then buy 10 more apples, you have 20 apples. But, is this true about project data?”

Gary pulls out a napkin and draws a short horizontal line with a small vertical line on each end. He points to it with his fork.

Natural Variability

“A task is the smallest element in every project. We all know there is natural variability between the task’s planned estimate and how long it actually takes during execution. To compensate for the variability in each of these tasks and Jim wants his task due date commitment to have a high probability of being met, he will add safety time to the tasks. Right? How much? As he said before, as much as he can get away with. But, it’s never enough, right?”

“Right,” says Jim, “it’s never enough since I usually miss the due date promises I’ve made anyway.”

A Skewed Distribution & Non-deterministic Estimates

“Also, some tasks turn out to have a skewed distribution,” says Gary. “A skewed distribution of task duration can’t be negative, but can take less time than planned. But, it may take longer, sometimes MUCH longer, than its median or average time to complete. Have you ever noticed some tasks are never done? In other words, it has a long tail and describes the likely duration.”

“Task variability and skewed distribution, means task duration are not deterministic. 10+10 does not to equal 20 in projects. When people try to use deterministic number to estimate the duration of a project, the estimates are wrong. Sometimes many orders of size wrong. Senior executives and sales people use what is called the Additive Rule to determine the scope budget and duration parameters of a project before it is sold to a customer.”

I knew those folks couldn’t add. Now I see why. I like this Gary software salesman. I don’t see how he sells his software because he’s made no attempt to pull out his laptop. He keeps saying things I can relate to.

Task Dependencies

After a sip of water, Gary says, “that’s only the beginning of Jim’s problems. What happens when a single tasks varies in duration from the planned estimate? What effect will that have on the successor task(s) that come after it? Can you predict with any accuracy when the successor task will start?”

“No, not at all,” I say.

“Correct, a delay in one task will effect the start of the next tasks. How much variability or uncertainty can be expected? More than the average and sometimes much more than the average. Since Jim has been with you a long time, I assume he is experienced with missing due dates. How much safety time will Jim try to add to the planned tasks of his next projects?”

“As much as I can get away with,” says Jim.

I give Jim a friendly glare. He gives one back to me. We chew our food.

Gary says, “one task is always dependent on the completion of the task before. Not only the content, but dependent on when the content is handed over from one resource to the next.”

Integration Points

“Also, do you know integration points can also add to the uncertainty? Think of the legs of an integration points like the time it takes for all the participants take to arrive to an important meeting. You want this meeting to start on time. The only way to do that is to have all the required participants arrive on time. But, if only one participant is late, the meeting can not start. How late they are determines how much variability in the start time of the meeting there will be.”

“How much variability or uncertainty can you expect? Hard to know, but imagine we have five tasks in parallel, all which must be finished before starting the one task they are integrating into. The probability is that some tasks will finish early 50% of the time and 50% of the time they will be late.”

“What is the probability that the one integration task will begin on time? Answer––0.5 x 0.5 x 0.5 x 0.5 x 0.5 = 0.0325 or about 3% of the time.”

Jim gets it, he says, “the integration task cannot start until all the parallel tasks finish. With a low probability of finishing each leg on time, the integration task seldom starts on time. When enough tasks don’t start on time, tasks don’t finish on time. And, when too many tasks don’t finish on time, the project does not finish on time.”

Gary summarizes where we are so far. “How does your company calculate the length of your projects today? They used the Additive Rule; they add up the task durations to determine project length. Using the additive rule leads top management and sales people to believe the project can be finished well before it can actually be finished.”

“But, the additive rule does NOT recognize the variability of tasks, task dependencies, nor the impact of integration points on project lead time. In projects, 10+10 does not equal 20. The task durations are not deterministic; 10 days could be eight days, but a task could also take 12, or 20, or more days.”

I can see Jim settle down after he takes a deep breath. I have to admit, I’m starting to see Gary’s point about where all the safety time comes from. Single tasks, task dependencies, and integration points are all normal parts of every project. But, what’s new about that?

Safety Time Is Everywhere

It’s as if Gary is reading my mind. He says, “what I want you to realize, is that you have safety time everywhere. The way you are using it today does not seem to be helping you meet your objectives. If there was a way to use it in a different way that helped you, would you be interested?”

“Yes, that makes sense,” I say, “but this is far from convincing me to do something about the added safety. Folks have been managing projects with safety time for a long time.”

Now Gary nods, but Jim interrupts, “and we’ve had problems finishing projects on time or as soon as they could be finished for as long as I can remember, too.”

He’s right, I need to be patient a little longer. The safety time we are putting into our tasks seem like they are there for legitimate reasons.

Multi-tasking, Uncertainty & Safety Time

But, Gary asks us, “do you project team members multi-task?”

Of course, I say, what does that have to do with adding safety time?

Gary say, “within a single project there is a delay in competing a task when resources are switching, midstream, from task to task. This can also effect the start of the next tasks. How much variability or uncertainty can be expected? More than the average and sometimes much more than the average. How much safety time will you try to add?

“As much as I can get away with,” Jim says.

“And, how many tasks are in your average sized project? An approximation is good enough for my purposes.”

I say, “about 250 tasks over a 45-60 day period.”

Gary asks, “how many tasks, dependent tasks, integrations points, and multi-tasking are present in a project with about 250 tasks?”

A lot.

“How much variability or uncertainty can you expect? More than the average and sometimes much more than the average.”

“How much safety time will Jim try to add?”

“As much as I can get away with,” says Jim.

Silence around the table. There is a clink of glasses nearby. Am I supposed to realize that Jim is deciding to add safety and estimate how much to add. Is there something I can do to stop him from doing that?

Multi-project Environments Distort Priorities

After a pause, Gary bring up point about multi-project environments. “Let me first describe what I mean by a multi-project environment. In most multi-project environments, to get better use of people, most of the people are not dedicated to one single project, they multi-task. They are organized in groups, or departments, according to their skills. Each such group performs certain types of tasks for many projects.”

“Sure, we do that, too,” I say, “it seems like, in general, a positive thing to do.”

Gary says, “right, but it can be mis-used because, its usually not enough to have managers in charge of the various departments. Someone has to be in charge of the projects. Otherwise, who will synchronize the project efforts? Who will look after the project as a whole? In multi-project environments we usually see a matrix between department managers and project managers.”

“Unfortunately, in this matrix structure, the project manager’s responsibility does not match their authority. They are in no position to command which person will do what or when. The resources tasked to work on the project report to the department manager not the project manager.”

“Now, put yourself in the shoes of Jim, the project manager. He is tasked with completing a project on time. He is also well aware the project has a high chance of slipping, especially if the resources he needs are not working on his project for a while. Since he can’t dictate, he puts pressure on the department manager. Jim wants to have the department resources work for his project. Not on other non-important stuff like the projects he is not in charge of.

Jim snickers. I laugh.

Gary says, “Jim has to expert a lot of pressure, because he knows other project managers are doing the same.”

I take another deep breath and look at Jim.

Gary says, “but now switch to being the Department Manager. How are they supposed to decide which projects their resources should work on? How do they decide which project deserves to have a higher priority?”

“To make a good decision they need to know two things––1) when is the project due, and 2) how much time is still available. And, as we’ve talked about already, safety times embedded in tasks are masking the estimate of how much spare time is still available. The department manager is making decisions based on faulty information.”

“So, as a Department Manager, what can you do? What every other department manager does––you move your people between projects in an attempt to please them all. How effective do you think that will be?”

“The masking and misusing of the safety time translates into a lack of clear priorities, doesn’t it,” I say.

Gary adds, “it’s worse than that. Multi-tasking also causes, in downstream departments, overloads because of the large batches of work moving through the system. During period of no project work, downstream department experience too much idle time and inefficiency”

I can see bad-multi-tasking is much more pervasive than I thought. I smile at Jim and ask, “why can’t you control your people better and force them to stick to one task?”

Gary hears the frustration in my voice and a slight scowl on Jim’s face begins to show.

Human Nature

But, Gary begins with another story about situation he found himself in many times. “Let me give you an example of human nature as it relates to managing projects. When I’m planning a project, I’ll go find a resource and ask how long a task will take to complete. The resource says two weeks, even though everyone knows the task could take only 3-4 days. Ten days are entered in the project plan.”

“Everyone knows the resource has other tasks to work on. Emergencies do come up. And, as we have seen, the amount of variability within and between tasks is very high. Everyone also knows that once the project is scheduled these task duration estimates will get attached to task due dates. The duration estimates become their commitments. Commitments you will hold them to.”

“Of course,”, I say, “what else can I do to try and keep projects on track?”

Gary says, “We’ll get to that, but stay with me here. What if a resource does indeed complete the task in three to four days. Will they tell anyone? No, because they promised to finish the task on a specific date. Meeting promises is an indicator of their reliability. They will find something else to add to the task or sit on it and not report it complete until the date they promised.”

“Another aspect of human nature I’m sure you know about is how resources deal with the stress of working in your environment. For example, say that I’m already busy with four or five open tasks. I also help the team with an unplanned tasks from time to time. And, if I know when I finish a task all you are going to do is turn around and give me another one, where is the relief in that?”

“Or, with all the other work the resource have on their plate, they could put off the task for six or seven days and finish it in the expected three to our days. This is called the Student Syndrome. And, when does Murphy strike? The day before the task is due, so sometimes it’s late anyway.”

“How much variability or uncertainty can we expect? More than the average and sometimes much more than the average. Human behavior is what it is, but it’s also extending the duration of the project without any corresponding benefits.”

Another pause. “OK, one last thing we need to talk about,” says Gary, “the illusion of time.”

It’s been a long lunch and we’ve gone over a lot of ground. Now, we are going to talk about time? What is time? I look far off into the corner of the restaurant and see nothing.

Another Reason Predictions Are Difficult To Make

Gary looks over his shoulder and says, “we must make predictions about when a project will finish. I’ll give you one example to show we, as humans, are not very good at it.”

“Let’s use this example––at 9am, I am at my office in Itasca, IL and need to be at an important customer meeting in Spring Green, WI. The meeting is 120 miles away and starts in two hours. If I want to be on time, I will have to average 60 miles per hour.”

“About half-way, in Janesville, WI, I stop for a break and I calculate my miles per hour because there were some construction delays along the way. It turns out my average speed was only been 30 miles per hour. My target didn’t change; the meeting is still on for the appointed time, 11am. How fast do I need to go to keep my promise of being in Spring Green, WI in time for the meeting?”

“Let’s see, 90 miles per hour (90 + 30 = 120 / 2 = 60 miles per hour). Right?”

“Wrong,” says Gary, “if my average speed was only 30 miles per hour, it already took two hours! The answer in infinite, I’ll never make it. Time has run out.”

A Quick Summary

“So, take a deep breath and allow me to summarize where we stand:

    1. Using the additive rule in projects leads top management and sales people to have the impression that the project can be finished before they can actually be finished.
    2. This forces the people who are doing the work to add safety times buy inflating the time estimates for the individual tasks.
    3. Inflating the time estimates, in turn, leads to distorted work and reporting practices and to the student syndrome.
    4. These effects cause the safety time to be misused and masked.
    5. Misusing the safety leads to missing the commitments. And, when people miss their commitments, what do they do the next time they are asked for an estimate? Add even more time or as much as they can get away with.
    6. Masking and misusing the safety translates into a lack of clear priorities.
    7. In multi-project environments, the lack of clear priorities combined with the fear that projects will not finish on time, leads to bad multi-tasking.
    8. Bad multi-tasking increases the lead time of tasks and of the projects.
      Now estimates of individual tasks are inflated and it is much more difficult to finish a project on time. And, when people miss their commitments, what do they do the next time they are asked for an estimate? Yes, this negative feedback loop is magnified.
    9. Bad multi-tasking also causes, in downstream departments, overloads followed by under loads. Resources are underutilized.
    10. When resources are under-utilized, there is a tendency to release more work into the system so that people will always have something to work on and which increases bad multi-tasking even more.

What does this all mean to you? It means you have an immense amount of safety embedded in the time estimates of the individual tasks. The way you are using this safety time is not helping you improve your project performance. Somehow, you waste the additional time. You mis-use it.”

Check mate. Game over. I don’t know what to say. Neither does Jim. It’s been a long lunch and the lunch rush crowd is long gone. Silence.

“If we can find a way to use the safety it should be more than enough to enable finishing all projects on time. Actually, sometimes even before they are due,” says Gary.

“Can we use what we’ve learned to reverse the vicious cycle we are in? There is a method to my madness. I would not have taken over two hours out of your busy day if I didn’t have a way out. Follow me.”

I didn’t know it at the time, but these two hours were enough to change my work life forever.

Agreeing on THE ONE Project Management Problem

Preamble

To claim there is one, and only one, project management problem to solve is daring. But, I’m going to do it anyway. My project team and I are at a cross roads––we will continue to suffer in silence with our project issues or take a bold step towards a search for a new solution. We need something to focus on and use all the energy we have to overcome our one, and only one, problem.

There is something comforting about the familiarity with the project issues we’ve faced. As humans, we crave stability and the familiar, even when it’s bad for us. To search for something different, something outside of our day-to-day existence, and to assume there is only one problem to solve is daring. Or, ludicrous.

The Things That Make Our Lives Miserable

So, let me explain. As I lean back in my chair, I close my eyes and recall the long list of project issues we complain about. These include:

    • All too often promised task due dates are not met.
    • All too often tasks take longer than planned.
    • Too many changes.
    • All too often resources are not available when needed (even when they are promised).
    • Necessary things not available on time, e.g., information, specifications, materials, etc.
    • Fights about priorities between projects.
    • Budget over-runs.
    • Too much re-work.

There are a lot people in our organization who think these issues are a normal part of running a business. We need to suck it up and live with them the best we can I hear them say. They point to themselves and say, “Look at me. I’ve dealt with these problems for 30 years.” They also look defeated. I’ve heard someone else say our problems as leadership issues––if we only had leaders who knew what they were doing everything would be better. They could all be right.

But, I’ve had enough of these issues. I know there must be a better way. I’ve seen the effects that one task has on another. I’ve seen the effects of having integration points. I’ve seen the effects of not being aware of resource dependencies. Our projects average about 200 tasks. The variability inherent in our project networks alone is overwhelming.

Digging Deeper Into Our Issues

But, I’ve also learned it’s not the project network’s fault. It’s the way we are planning and executing the projects that count. For example, every team member knows to add safety time to their task estimates. They hope the time will cover up the variability along the way. We also focus on finishing each task on time instead of focusing on finishing each project on time. Due date performance of the project is more important than any individual task.

Because our company’s poor due date performance, we have lost sales. I’ve noticed some of our oldest customers don’t show up in our order book anymore. Our CFO tells us we pay too many penalties for being late, too. And, our Sales folks are in my office far too many times. They usually have a good joke to tell. But, in their own way they tell me we are not competitive in some markets due to our long lead times. Ouch.

When we do deliver a project, the ROI is so small we all wonder if it was worth it. The obvious reason is that almost every project goes over budget. I don’t know where the company gets the money to cover budget overruns, but I’m glad they do. The competition is always trying to offer similar solutions at a lower price, so most projects don’t have room in the budget for overruns from the beginning. The main reason for budget overrun is that most project take longer than planned. Paying the team resources must happen (or the project don’t get done).

Why do projects take longer than planned? Well, look at our rework hours––too high. Look at the number of change orders, either from our customers or from other departments––too high. But, when I have time to review the reasons for rework or changes in scope, I rarely find specific tasks in the project plan they relate to. So, I know our project plans are incomplete. I also know we have good people planning projects. I suspect the stress and inability to get things done contributes to the incomplete project plans.

Even Deeper

Another reason projects take longer than planned is when there are resource priorities to resolve. Meetings with the related departments need to be scheduled. The scheduling takes time and the meetings always seem to drag on. While this is going on the tasks which need these resources sit idle. And, to look busy my team works on what they can work on (usually by starting tasks before they are ready to start). Meanwhile, the clock ticks on.

There has also been a disturbing trend of good people leaving. In their exit meetings, they all say about the same thing––it’s too stressful, I can’t get anything done and I don’t see anything being done about it. These kind of comments hurt the most. I also know folks protect themselves by not letting me know they are finished with a task. I’ll only give them another one and they won’t get a minutes relief.

In our resourcing priorities meetings the idea of hiring more people comes up. But, our CFO is there to remind us our efficiency numbers aren’t even close to 100%, so we don’t need more people. I do see how busy people are. I see it everyday, but I also know there is a massive amount of multi-tasking going on. I know this because I’m the one making the task assignments. Most folks are supporting more than one project. I estimate that most people are supporting about three to four projects and at least two to three tasks per project. But, what can I do; the projects keep coming.

I’ve tried to limit the number of tasks any one person is working on. But, this is impossible because our Governance Committee is releasing projects at a rate we can’t keep up with. I’ve learned to keep my mouth shut about the overwhelming amount of work our team has to take on. No one ever asks me if I have the capacity to take on more work. But, our company needs the orders to survive.

Summarizing Things for Myself

As I walk to my next meeting, I summarize my situation in my head––on one hand, I am forced to start projects without all the necessary information. Many of our projects are being done for the first time, with a different set of team members, under different circumstances. This is a given. But, information about how long tasks will take, how effective folks are at doing the work, and specter of Murphy (of Murphy’s Law fame) lurks in the background. It seems hopeless––I will never have all the necessary information I need when I start a project. Nor, will I have accurate information as the project proceeds. The amount of uncertainty and potential variability is massive.

Now I’m Dreaming

So, if I could wave a magic wand, I would want to start all projects with the necessary information. We can have a consensus on the project’s one goal. We can have a well defined list of project deliverables. We can have a list of required things from outside suppliers. We can assess all the risks. And, we can determine if the necessary resources in the right quantities are available. How? I don’t know yet.

But, from this starting point, the number of scope changes would go down, the amount of rework would go down, and there would be less multi-tasking. The net effect would be shorter project plans, a better ROI and an improvement in our company’s financial situation. And, the our potential way out of this mess must also include managing the uncertainty and variability.

Meanwhile

But, in the meantime, we are stuck. Must we start projects without the necessary information? Or do we continue to wish we could start a project with all the necessary information. This is the one project management problem to solve. We must find a way to break out of the conflict these two competing actions.

When we had the necessary project information better things happen. Each resource would be better able to successful meet the task’s completion criteria. We could stay within budget and finish tasks close to the original task duration estimates. During execution, we may have to find a way to determine the impact of the the uncertainty and variability.

One day we will be able to consider a project successful––when it meets the customer’s scope requirements, at a reduced cost, and delivered one the promised due date. I don’t know if anyone else see this. This has got to be my focus.

Without find a way to create a project environment like this, we will continue to struggle and survive. That’s no way to spend my days. That’s no way for the talented people on my team to spend theirs either. And, that’s no way to be a part of company everyone can be proud of.

What Can Project Managers Learn From the Actual Start Time of Any Meeting?

Sometimes, there is that one person who has to be at the meeting before the meeting can start. But, sometimes they are late. How late? The length of time, it seems, is proportional to how important they are to the meeting. The more important, the longer everyone will wait. It’s like the old joke about experimenting with a piece of buttered bread tied to the back of a cat––which side will hit the ground first? It turns out, it’s proportional to the price of the carpet.
 
Anyway, while I was waiting for this important person, I use my time to look over the Gantt chart of the next project. I started to see something interesting. There are four tasks, which need to be complete, before the task they are feeding can start; an integration point. If any of these four tasks are late, the successor task will also start late; like the three people waiting on our fourth to start our meeting.
 
The successor task has a due date. The resource working on this task and I had a conversation about it last week. It was important to review the possibility of meeting the due date on this task since it includes a key meeting with one of our main customers.
 
Are we going to make that date or not? My day dreaming was interrupted by the sheepish hello from the person we were waiting for; 15 minutes late.
 
There is no guarantee the successor task will start on time. So, there is no guarantee the successor task’s due date will be met either. Is it possible the successor tasks could start early? Slim chance of that. It’s more likely they will start late, but how late. Who knows! The only way I’ll find out is when it happens and that will be too late.
 
I do start to wonder if giving up trying to control the variability is even possible. Some other project managers think it is possible. When they insist on a dead line or due date as part of a task’s assignment, they try to limit the amount of variability.
 
But, is the agreed upon date valid? What if the task finishes before the due date? The resource who finished the task is being measured against the due date they agreed to. There is a good chance the resource will not tell anyone the task finished early. There was a chance to speed up the project and start on the next dependent task.
 
What if the task looks like it will finish after the agreed upon date? The resource may be pressure to cut corners and try to finish the task on the agreed date anyway: that’s what they agreed to. If the resource continues to work past the due date, there may also be added pressure from me to get the task done as quickly as possible so the project “stays on track.” I already have a tenuous relationship with this person. Pointing out to them they are late isn’t going to help. And, it’s possible the quality of the work or the functionality expected may also suffer.
 
The use of holding resources to the agreed task due date seems like it can cause other issues. These issues could be future rework, customer complaints, or lost sales. But, we’ll deal with these issues later. I’ve got enough on my plate as it is.
 
For now, I need to realize there is another source of variability embedded within almost every project––integration points. Maybe I should be trying to look for ways to control the variability after all.

Do You Control Your Project Dominoes Or Do They Fall Without You?

What did I do? I promised to deliver this project in three months and on a specific date to the whole senior staff. I know better!  Never promise a single date; there are too many tasks, one right after another, each one with a high level of uncertainty. Too many things can go wrong. I’m bound to break my promise.

But, I promised anyway. My customers demanded it. What do I do now? As project managers, making promises is something we do all the time. The three main things we promise are:

    • the project will deliver everything asked of it
    • the budget will be controlled and not exceeded), and,
    • the project will finish on a specific date.

Even if the project is delivered on the promised date, what is my confidence level that my two other important parameters––the budget and the full scope described in the specifications document––will also be found acceptable? I’m in a deep, dark hole.

My lack of confidence comes from knowing about the variability of one task (See blog post What So Interesting About a Single Task). For the smallest project element––a single task––there will be a difference between how long the task is planned to take to how long it will actually take. Variability is at the heart of every task in every project.

Dominoes

But, what happens when we string a series of tasks, with a lot of potential variability, together? Watching one task after another get checked off is a satisfying experience. It’s a lot like watching hundreds of Dominoes fall into a pretty pattern.

But, this project is made up of over 200 tasks. In many places in the project network, one task must finish before the next one can start. These tasks are in predecessor order, which means the first task must be completed before the second task can start. The second task must finish before the third task can start, and so on. Can we predict the effect of one task’s variability on the next? Yes, we can, up to a point.

The Dependency of Tasks

Theoretically, if a project has three tasks, each tasks is planned to take three days, the total planned duration is nine days. Let’s be generous and say that each three day task will finish on time only 50% of the time. What’s the chance that these three tasks will finish after nine days? Flip a coin for me.

If the three tasks finish after nine days, it means there was little to no effect of variability across the three tasks. But, a single task planned for three days rarely takes three days to finish. Why? There are many inputs to the planning of a single task, e.g., the tangible information used to complete the work, the task description itself, the resources required, the agreed upon success criteria, the risks involved, and the task duration estimate. Each of these elements are only known once the task is being worked or has been completed.

What if almost every aspect of the single task planning was underestimated?

For example, each planned three day task took only two days to complete. That’s a total duration of six days, not nine.

What if almost every aspect of the single task planning was overestimated?

For example, each planned three day task took four days to complete. That’s a total duration of 12 days, not nine.

What if almost every aspect of the single task planning was both underestimated and overestimated?

For example, one task took two days, and the other two tasks took four days. That’s a total of 10 days, not nine. For example, one task took one day, and the other two tasks took five days. That’s a total duration of 11 days, not nine.

It’s easy to talk yourself out of corner if your project is effected by fire, war, terrorist activity, strike, lockout, flood or natural catastrophe. Even if your project is not effected by these things, do you find yourself making a bigger deal out of even the smallest excuses when you have to explain why you are or are going to be late?

Summary of Task Dependency

Why did I give in and make a promise about the project’s due date? I could blame it on our customers who is looking to find a supplier who’s deliveries are on time, every time.  We would get more business from them (as long as we don’t compromise on the product’s features, quality, customer service, lead-time or pricing). And, if we can sustain our on-time delivery reliability over the long term, our customers would begin to trust us again.

But, at the end of the day, I have a reputation for making good on my promises. This time, I’ve exceed my own inflated optimism. In a moment of cockiness and self promotion, I may have set myself up for failure before the project starts. I only have myself to blame.

To predict the actual duration of a single task is hard enough. To predict the actual duration of a many single tasks dependent on each other in a predecessor relationship is even harder.

One Way Out

In your projects how many single tasks are there? And, how many of these single tasks are where the successor tasks are dependent on the predecessor(s)?

I know there has to be a better way. But, what due date should I have promise? Generally, I try not too paint myself into this dark and lonely corner.  If pressed, one way out is to give a range of dates, from the best case to the worst case. Your software may not support this, but try to figure it out.  It’s the only way to avoid being disappointed and manage some self-respect.

What’s So Interesting About a Single Task?

Everyone, whether they are a project manager or not, likes stability. Having stability means you can count on things being about the same from day to day; like gravity. Or McDonald’s. What we don’t like in our lives, especially if we haven’t planned for it, are the moments which are fickle, unstable or arbitrary. Like the weather. Or the Hubble Constant. Dealing with variability is part of every project manager’s life.

Whenever you feel like a project is hard to manage, does it feel like you are playing a professional version of “Whack-a-mole?” If so, let’s take a closer look at the most basic element of any project plan––a single task. Let’s see if we can detect where this feeling of instability comes from.

Single Task Elements

A single tasks contains the “smallest effective dose” of project information required to describe a package of work. We usually describe a work package with at least three things:

    • A description of the work
    • The resource(s) required to do the work
    • An estimate about how long the work may take under agreed conditions

We could also include information like the expected outcomes, the key inputs, and identifying the success criteria.

Single tasks are like single cell organisms you learned about in Biology class. Single cell organisms contain all the elements required to sustain life. To sustain life, single cell organisms need to display organization, ability to grow, ability to reproduce, and the ability respond to external stimuli.

In projects a single task is organized with other tasks. These tasks are organized into a project. As more and more single tasks are added to the project plan, the project grows in size. Single tasks can reproduce and morph into other similar tasks. And, single tasks planned one day will respond to various external stimuli when they encounter reality.

The Time Between Planning & Execution

These single task elements are generally well understood. But, here’s one which might not be––what about the condition the task was in when it was planned to the time until the task was completed? For example, a single tasks is planned with the information listed above and given an estimated duration of three days. Many hours, days or even weeks later, the project manager decides this three day tasks is ready to start. The task is worked by the assigned resources. Once complete, do you think is will take exactly three days? Maybe.

Many variables and decisions were considered during the planning phase of the three day task. Many variables and decisions can change before this task is considered complete. The original estimate of three days is unlikely to be the actual duration because of the inherent variability within each element used to describe the task. The actual duration could be two days, or one day, or four days, or six days, or ten days. Or, you could say the task is planned to take an average of three days. This also implies a degree of variability.

As the task is worked, more information about the work is available––the task description may no longer represent the original intent. The resources assigned may no longer be available; different resources were assigned. The resource assigned were available, but didn’t do their best work. The task inputs were passed along from prior tasks without all the expected data; unplanned rework was necessary. Some days it seems like the actual execution of the tasks has no resemblance to the task imagined.

Task Time Variability

But also consider the nature of task time variability. Will the actual duration be a nice bell shaped average of three days?

What happens when someone asks us, “Can I get a minute of your time?”  For one thing, it never takes a minute. It could take five minutes, or ten minutes or more depending on how interesting the topic is. The bell shaped tail to the right of the curve can be long. A discussion like this never takes less than a minute. The bell shaped tail to the left of the curve can be short.

In summation, whenever you feel like you’ve spent your day playing “Whack-a-mole”, look and see if it was due to the differences between what was planned and what actually happened. Do a quick check to compare:

    • How the task was described and how it actually turn out?
    • Who was planned to do the work and who actually did it?
    • How capable you thought the resources were and how they actually performed?
    • How well the success criteria were met or did you have to cut some corners?
    • Did something unexpected happen which effected how long the task took to complete?

Even in the smallest project element––a single task––there will be a difference between how the task was planned to how it was executed. Variability is at the heart of every task in every project. And, since all projects are made up of more than one task how much variability can we expect?

Dealing with variability is part of every project managers life. You could say it’s a fact of life. How well do you do this part of your job?

Is making predictions a project management skill?

Yes, it is!  What is one of the end results of gathering project requirements, assembling your team, and planning the project? An important outcome is the expected due date. You may think to yourself that date is going to be easy to hit or it’s going to take a miracle to bring the project in on time. No matter what, you are, in effect, making a prediction about the future.
 
As I’ve mentioned in another blog post, we humans are not very good at making predictions. But, the fact is you agreed to take on the role of project manager. You agreed to lead of group of people towards a goal. You can’t wait to get started or to reach the next milestone. By taking on the role of project manager, whether you like it or not, you have agreed to make predictions about the future.

Risky Business

Do you realize what a risk this is? You may be the kind of leader who like’s taking risks or has been successful at avoiding the negative consequences of risky behavior. For others, we realize that many projects do not proceed as planned or can fail in many ways. For example, you may have experienced one or more of the standard failures:
    • Many of your projects are late.
    • Usually, the original due dates are not met.
    • There are too many changes to deal with.
    • Too often resources are not available when needed (even when they are promised).
    • The budget runs out long before the project is done.
If you get nothing else from spending your time reading this post, I want you to remember one thing:
 
every project manager must deal with the few things which make it difficult to make reliable predictions.
 
Every project manager strings a series of tasks together. Every project manager has to combine parallel work efforts and integrate them. Every project manager doesn’t seem to have enough people on their team. Every project manager finds working with other people difficult. Every project manager is bound by a limited budget. Every project manager agrees to meet or exceed their customer’s expectations. Every project manager hears the ticking of the time left on the clock. Every project manager must deal with the few things which make it difficult to make predictions.

Next Step

Does this sound like you? If so, stick around, because we’ll examine each of the things which make your job difficult when trying to predict the project’s due date. Once you know what they are and know what to do abut them, you can look forward to experience more of these standard results:
    • Most projects are delivered on time.
    • Usually, the original due date is met.
    • Changes to project plans are well managed.
    • Resources are available when needed.
    • The budget supports the completion of the project.
Are you with me?

What Is a Project Anyway?

You may be familiar with common, everyday projects like road construction, a new building, or an addition to your house. These kinds of projects seem to have no end sometimes. Other projects do have a deadline, like the local 10k race on Labor Day, the grand opening of a new grocery store, or the first day of school.

Definitions

All of these projects meet the standard dictionary definitions:

    • an individual or collaborative enterprise that is planned to achieve a particular aim
    • a temporary, rather than permanent, social system, constituted by teams, within or across organizations, to do particular tasks under time constraints
    • a set of interrelated tasks to be executed over a fixed period and within certain cost and other limitations

Projects Examples

Using these definitions, we can include other more mundane activities as a project:

    • Brewing a cup of coffee with an Aeropress
    • Going on an over night camping trip
    • Organizing a school play
    • Making a pizza at home
    • Launching a new, digital marketing campaign
OK, the last one isn’t mundane, but expand your project definition a little bit for a minute. There is almost always some planning involved, some set of activities you do by yourself or with others, and some sense of time to complete the activity.
 
Projects are not sacred events, reserved for engineers or general contractors.  We all co-ordinate tasks and sometimes “manage” many simultaneous projects.  To be successful in our lives, we need to bring together the right people for the right reason, with the right resources, at the right place, at the right time.
To improve the likely-hood of success, there has been a long history of developing tools and techniques applied to the management of projects.

Measuring Success

Notice how many parts of the project’s definition are needed, e.g., people, the reasons, resources, place and time. And, don’t forget there is a conscious or sometimes unconscious way of measuring success such as:

    • How does your Aeropress coffee taste?
    • Did we forget anything on our camping trip?
    • Did all the actors remember their lines?
    • How crispy is the crust on our pizza?

These definitions of success are in stark contrast to larger corporate-type projects, for instance. 

Large project success criteria include things like:

    • Meeting or finishing under the original budget
    • Delivering all the features and benefits described in the multi-page contract
    • Organizing all the 10k race participants at the starting line at the start of the race

But, don’t be mislead, even our small, personal coffee, camping, school play or pizza projects can be measured by three important elements:

    1. How much did the project cost?
    2. Was everything delivered as planned?
    3. Did the project take a reasonable amount of time or was it completed on time?
Usually, in a wide variety of projects, the objectives for three elements must be achieved in order for the project to be successful.
 
If you take a few minutes today and look for these elements in the things you do, you’ll see almost everything is a project; make it count!