An Early Warning Indicator of Success

Three Weeks Later

“At this rate, we’re not going to be able to keep up with all the quotes we are getting,” said Alice.

Alice is a short, petite woman. She started with the company as an assembler in our electronic circuit board department. She made it on to Jacques staff through hard work and the clear desire to help the company succeed. That was almost five years ago and she’s been in charge of the quotation department ever since.

She said, “I don’t know what’s happening, but we’ve had to work overtime and I’ve come in on the past two Saturdays to try and keep on top of things. We can’t do this forever.” She put her hands on her lap and looked down at the table. Her frustration was clear to everyone. I saw it, too.

Jacques invited me to his staff meeting because he’s taken me under his wing, so to speak. With all the traveling we’ve done together and the many sales meetings we’ve conducted, we’ve got to know each other very well. He isn’t the jerk I thought him to be. I’m not the crazy project manager he thought I was.

I said, “What companies are these quotes coming from?”

She read them off and I was not surprised to hear the names. They were the same companies Jacques and I had visited. I know we got good responses to our new offer, but I didn’t know we got more quotes from them. My prediction was that the sales hit rate would go up, but I didn’t know when or how much.

The systems we sell are unique. Every customer wants an up to date quotation even if it for things they’ve ordered before. Alice must create a response to a customer RFP from scratch each time. I didn’t know much about the process she uses, but it’s starting to look like a small project. Each quote has many steps and the work is handled by more than one person.

Alice said, “It wouldn’t be so bad if customers were willing to wait for us. But, I’m getting a few phone calls, only a few so far, asking when their quote will be back to them.”

Jacques said, “We have a small window of opportunity to get back in with some old customers. We have to get the quotes back as soon as we can.”

Jacques was pushing them hard, but I could see his point. We weren’t out fo the wood yet. We needed to close more and more deals to capitalize on the hard work we put into re-organizing my operations.

But, my operations under the same pressures at one time. Each order has many steps and the work is handled by more than one person. Our customers complained about how long it took for us to deliver an order. When we did deliver, it was usually late. We were working overtime and Saturdays. I even came in on Sundays from time to time.

I said, “We are in uncharted territory here. I’m not sure how much more capacity we need to process quotes today or next week. But, I do know that when we looked at the work in operations, we exposed all the capacity we needed and more.”

Jacques said, “Do you think the solution you used to expose capacity could reduce the time it takes to process our quotations?”

I said, “I don’t see why not, but we can check. It’s obvious to me that there are common tasks for every quote even if the details are unique. These tasks have a general duration of flow. It takes more than one resource to process all the tasks. And, there is a lot of uncertainty about many things Alice needs to deal with. If an environment, in this case, the quote department, has these characteristics, the solution we’ve used should be good fit.”

Jacques said, “Do you have time to sit with Alice and come to a firm conclusion?”

I said, “How about I send Jim, one of my best project mangers, over to meet with Alice? He’s not busy right now and has been on the road the past few weeks. He’ll be glad to work on an internal project for a change.”

The meeting continued through the rest of the agenda items and then broke up. I returned to my office and saw the CEO sitting behind my desk. It wasn’t my desk exactly, it was his company after all. But, I still didn’t like it.

He pushed some papers around and clamp his hands together. He looked up. Not surprised to see me. His face was passive. A lump of grey, sagging clay. His eyes were small, brown dots underneath his huge forehead. I looked into them and imagining the small child inside start to shrink. I continued to shrink until I was so small that he had to strain to see me. If I could have disappeared, I would have, but I could only shrink so far. It look all the energy I had to stand there and wait.

He said, “We lost another order today. Why did it take a call to the CEO of the Klinester Corporation to beg him to reconsider? Don’t you know we are trying everything to get them back as a customer? What kind of show are you running here anyway?”

In my shrunken state, the drone of his words echoed in my head. I was in a deep, dark hole where every sound reverberated off one side then the other. No word was distinguishable. I couldn’t make sense of anything I was hearing. I didn’t want to. It hurt. Anymore words that got into my head would explode.

I was aware of my breathing only because I was running out of air. Breathing was hard. It scared me more than the exploding words. I started to panic and felt myself become light headed. Ah, relief. My lightheadedness gave way to euphoria. I was flying. Floating higher and higher. Free. Silent.

I opened my eyes and was standing in front of my desk again. The CEO was sitting there looking at me. Waiting. Waiting for what?

He said, “What are you doing about these customers who want their order faster?”

My breathing back to normal, I said, “How much faster to they want there orders?”

He said, “You have to cut your lead times in half. That should do it.”

I said, “OK, I can do that.” How in the hell was I going to do that?

He said, “Get it done and start with the Klinester order.”

He rose from my desk. My chair hit the wall with a clang and the wheels rattled. His bulk pulled a vacuum from the space behind my desk and I saw some of my papers move. I heard a whoosh of air as he moved towards me.  Moving aside I  let him by me and caught a whiff of cologne. My eyes started to water. Or, were those tears. As I blinked, he faded off into the distance.

I sat in one of my guest chairs and continued to take deep breaths. Dazed. That was a close call. I hope he didn’t notice. My childhood memories of being berated by my father appeared out of nowhere like all my memories do. I was a small child being traumatized by the one person I depended on for my survival. I had nowhere to go. No way to defend myself. But, I learned to protect myself by shrinking in place. My safe place.

What a morning. There is preliminary evidence that our reliability offer was generating more quotations. And, if my hunch was right, we could find more capacity for Alice’s department by include her in our CCPM solution. More quotes doesn’t always mean more orders. But, the increase in quote activity is the early warning I need to make sure we do everything we can to turn the quotes into orders.

But now the CEO wants to deliver orders faster, not only on time. We would have to maintain our due date performance, of course, but now orders deliver in less time than the industry standard. By half.

The Dark Cloud of Too Many Late Projects

Our project managers know we want to finish projects on time. Every time. And, with the scope and quality expected by our customers. But, there are still some projects managers who think this isn’t their primary objective. I’m about to set them straight.

Tom Berenson is a tall, lanky man with short hair and black, plastic frame glasses. He lumbers into my office and takes are seat as if he’s about to sit on a basket of eggs. Tom has three projects to manage and all are at risk of being delivered late. His slack face and undisturbed demeanor pervades the room with a sweet hint of molasses.

“Good morning Tom,” I say, “Good work getting the final installations done on the Pittsburgh project. How’s the rest of the project coming along?”

I know exactly what task is holding up this project, but I’m trying to establish rapport. Tom needs to know he’s on solid ground with me. He has four kids and a wife to support after all.

Tom says, “The permits from the local telecommunications company aren’t back yet. I’ve called them to find out where they are, but all I get is voice mail. The network guys we are promised by the customer haven’s been available either. In the meantime, I have our networking guys busy on the two other projects I’m working on.”

Tom is doing good work. I’ll give him that. The work that’s getting done that is. The customer hasn’t complained about anything we could consider a quality issue. And, I have no issues with his budget, but since he’s behind that’s not a good measure of performance.

But, Tom was part of the planning process and provided input to the project’s tasks and the estimated durations. My problem is that the projects are projected to finish late and the work planned is taking longer than we expected.

At some point, sacrifices will have to be made if Tom wants to finish his projects on time. These sacrifices are going to be in the areas of going over budget or cutting the scope of the work somehow. How these things might happen is anyone’s guess. Or, Tom can continue to do good work and stays within budget and /or delivers the full scope expected, there is a high probability the project will be late.

Around here, I’ve stressed what it is to be a good project manager. It means doing quality project management work––stay within budget, deliver the full scope and to finish projects on time. I don’t see how Tom is going to do these things. Knowing Tom like I do, he is willing to sacrifice due date performance while meeting the budget and delivering the full scope.

I wanted to be a clear as possible with Tom, so I said in a flat, firm tone in my voice, “To be perceived as reliable around here, you must finish projects on time. It’s because on-time performance is one of our key metrics. We value being trusted, dependable, accurate, and honest. And, important parameters like scope and budget are intertwined with time. They must also be satisfied. I don’t think the Pittsburg project is going to help us meet any of these objectives.”

He nodded.

Then he said, “I agree. I’m trying to do a good job, and believe me, meeting the due dates is always on my mind. But, there wasn’t enough time to do a proper plan.”

I said, “A proper plan is one in which the customer agrees with. How did that meeting go?”

Tom said, “We never had a formal kick-off meeting. They dictated a due date to us and I’m trying my best to meet it.”

There it is. When you are not getting the effects you want, look at the chain of events leading up to the effects you are looking for. Tom has skipped an important step in the process and not confronted the customer with the proposed plan.

His best wasn’t good enough, but I continued trying to understand his side of the problem. I said, “So, the customer never reviewed the tasks within the project. They don’t know who was assigned to the work. And, they don’t know how long the software predicted the project would take?”

“That’s right, said Tom, “We couldn’t wait around for them forever, so we got started and so did they. And, when we ask for the resources they promised to provide to this project, they aren’t available when we need them. The work these resources do for their own company always seems to take priority.”

“Getting commitment from project resources when needed is difficult under those conditions,” I said.

Tom said, “I’m stuck between a rock and a hard place here. I’ll miss the due date if I continue on like this. I’ll get the project done, but the budget will suffer. Or, I can find a way to speed things up by working some overtime or bringing in some help from one of our contractors.”

I said, “But, that will drive our costs up, too. And, I don’t see an easy way out either except…” I hesitated and didn’t want to say what I was thinking. Would Tom say it for me? We stared at each other. Each waiting on the other to speak.

Tom said, “The project due date is the date the customer wants. Since we didn’t have a formal kick-off they don’t understand what it’s going to take to complete the project that they want. I’m sure they asked for all the equipment and system for a reason. And, the benefits their system will bring are what they are interested in.”

I nodded.

He said, “What if I go back to the customer with a proposed re-plan of their project that shows the date we can get all the work done without going over budget. It will have a new due date, if they agree to it then it will be a date which will be easier to meet.”

I said, “That’s what I was hoping you would say. That’s our only shot at satisfying all our objectives. You can also include in the meeting the fact that the issues they were supposed to solve during testing took twice as long as they expected. That should give you more bargaining power.”

Tom bent over, pressed his hands to his knees and stood up. He looked at me and said, “I’ll take care of it. The current due date looks a bit arbitrary to me anyway, so there’s a good chance we can get a new date. I don’t want to be the one who drags our due date performance down.”

He spun on his heals far more gracefully than someone with such a tall frame. He didn’t have to duck his head as he left my office, but a few strands of hair brushed the door frame anyway.
Late

Our Big, Lovely CCPM Multi-Project Portfolio Problem

Current Status

The number of projects planned or re-planned using the CCPM method stands at 26. This is about two thirds of all our running projects. We have made progress. But, the amount of effort I have to spend poking my nose into some projects seems too high. I intervene far too many times and I’m worried about it.

The project performance indicators are showing we may hit the wall soon if I don’t find a way of avoiding it. The wall is the promised due dates for the projects I’m intervening in. What is the number one reason project managers miss their due dates? They run out of time. Why re we running out of time? And, I’m paranoid. Murphy is waiting to trip us up.

Each project manager has had some time to learn how to lead a CCPM project. The ability to focus on the same set of critical chain tasks can be described as stability enhancing. That’s a good thing around here. And, my ability to get confident answers to “where is the project stuck” questions is satisfying. The answers appear after a few clicks of the mouse. Everything seems to be going fine at the project level.

The Search for Less Expediting

But, why is there still too much expediting from my portfolio level? Some of the projects we recently re-planned required us to go back to our customers and confirm the new dates. Of course, each customer was skeptical of our new dues dates. But, what could they do? We already had the contract and some said they expected us to be late anyway. Sigh.

Staring at the screen or procrastinating over what to do next was not doing anyone any good. Admitting to yourself you are out of your depth is not an easy thing to do either. Yes, the promises we made to our customers are one thing. My promises to our own folks and to our company was another. I have to look into the eyes of these people. How am I going to feel if some day I realized they hadn’t been taken care of? Especially, when I was in a position to do so.

Get Help If You Need It

The tightness in my stomach was worsening. The dizziness is starting to build in my head, so I picked up the phone and called Gary, our non-software salesman. I tracked him down on a beach in Cost Rica. He said the sun was shining and the morning paddle he made around the deep blue inlet was refreshing. But, he had a few minutes for me.

I asked, “With so many projects running under the CCPM rules, why hasn’t our portfolio performance improved at the same rate? I’m concerned we won’t deliver as late as we used to, but I’m not sure we’ll deliver on the dates promised either.”

“I’m glad you called,” he said, “I only have a few minutes, but let me ask you a few questions. How many of the CCPM planned projects do you have running right now?”

“All of them,” I chuckled, “Since they were already underway, we re-planned them and started them as soon as everything checked out.”

“OK,” said Gary, “we may have to check your decision to do that, but here’s another question. What are your most loaded resources?”

I said, “I’m not sure. As you know, we haven’t hired or fired anyone in the past several months. So, the total resource pool hasn’t changed much.”

Gary said, “I know what may be going on, but you will need to check these things yourself. I’m being called away.”

“No problem, what do I need to do? I don’t have a lot of time myself, but I’m sure they are for different reasons that yours,” I said.

Gary says, “Since you, the manager of the project portfolio, do not know the most loaded resources concerns me. You also started projects as soon as they are re-planned. This also concerns me. You may have inadvertently overloaded your resource pool by starting some projects too soon. If you have started projects too soon it’s easy to create multi-tasking between projects. And, when multi-tasking increases, what happens to lead times?”

“Lead times always go up,” I say. I’m glad Gary is being blunt with me. I need some motivation and some clear thinking to get past the tightening screws in my stomach.

Gary says. “Look into the Pipelining process documentation. You will find your answers there. You may find some projects should not have been started right away. In other words, you re-started them too soon. Sorry, that’s all I have time for. I’ve got to go.”

Do Your Research

The phone went silent and I was left with a daydream from a beach vacation long ago. Anyway, we took great care to cut the multi-tasking within projects, it would be a shame to now have multi-tasking between projects. If we have exceeded our resource capacity that would explain it. I clicked on the software documentation and found the Pipelining section.

In the Pipeline section of the User Guide, I read that the Dynamic Drum synchronizes the release of all projects with the Pipeline status. The Dynamic Drum is focused on maximizing the throughput for the entire portfolio of projects. This is what we are missing. Gary and I talked about this a long time ago, so I continue reading.

The User Guide also says the Dynamic Drum is forward looking, not based on historical results or the past use of the resource loading data. This must mean the resource the software is using as the drum resource changes as projects are stared and introduced into the portfolio’s pipeline.

The Dynamic Drum Feature

I click on the Dynamic Drum button and walked through the predefined steps. I ranked the projects and watched the software highlight the resource selected as the Drum resource. It’s our Video Developers. They are the one’s which provide the customer code for the unique features our customers want. Almost every project uses them.

I check the status of the resource loading on another screen. Sure enough, our Video Developers are overloaded. But, so are a few others that I was not aware of. My intuition only goes so far, doesn’t it? I used to be able to tell which resources were overloaded in the past because I worked in the company for so long. I know these people. But, with the changes we’ve made, my intuition isn’t as well developed. I’m going to have to rely on the software to help me after all.

The two things Gary was worried about are indeed true. We have too many projects running and a few resources are showing overloads. I remember now, the earlier we start then the earlier we will finish is not correct. Gary went over this with us. Our new mantra should be, “To finish early, start as late as possible.” I started projects too soon. I didn’t want to lose any time. Folks were already working on these projects and didn’t want to lose momentum. These may all be good reasons, but missing the due dates was not worth it.

Gary’s prediction may be right. If I run the software’s Dynamic Drum the recommended project Start Dates may delay some of the projects from starting today. It will show some projects were released ahead of time and effected the resource use across the portfolio. If I change anything now, it would cause a major wave of disruption across the portfolio. It’s time to call a staff meeting and explain our situation.

A Group’s Problem Needs a Group Solution

Right after lunch, most of my staff are assembled in the conference room. It was a hot afternoon and rush of air conditioning was audible in the background. Jim and Karen came in together, but sat on opposite sides of the room. I know they have been seeing each other on the side, but it was none of my business. At least not until it started to effect their performance.

I started the meeting by saying, “We’ve got a problem. I’m sorry I didn’t catch this sooner, but we may have too many projects running. Too many projects in execution means we have overloaded our resource pool. Not every resource in our resource pool, but a few which many of you have on your projects. Too many overloads, too much multi-tasking, and too long lead times.”

I shared the screens I had looked at earlier. I showed them which resources were overloaded. And, showed them which resource the software suggested as the Dynamic Drum.

Jim asked, “What happens if you take the software’s suggestion?” Jim was wearing a pin-striped short sleeve shirt. Unusual for him, his thick hair was not perfectly in place.

Let the Software Support You

I said, “The software will suggest the optimal start date for each project in the Pipeline status. To include the already running projects in the calculation we need to place them back into the Pipeline. Only then can we understand how many projects our resource pool can handle.”

I let that sink in for a few seconds and said, “And, I don’t know how long these already running projects will stay in the pipeline. But, we have to take some of the load off our resource pool and improve our flow. Improving our flow will improve our throughput. And, improving our throughput will have a positive effect on almost every project’s due date performance.”

The frustrated faces stared at me. I was afraid of that, but when you find yourself in a deep hole, stop digging. We had to find a way out or all our work over the past few months will have been for nothing.

I searched for the right words and said, “I’m sorry for the hassle, but here’s what we are going to do. I’ll put every running project back into Pipeline status. I’ll run the Dynamic Drum process and let the system suggest the start date for each project. For those projects with a start date of today, we can put them back into execution. For those with suggested start dates in the future, we’ll redeploy the effected resources. These re-deployments may help the running projects finish sooner.”

Accepting the Software’s Suggestions

The software staggered the start dates of a few projects and left many of the project back where they started. We exposed capacity for the few resources which were overloaded before. We also exposed capacity for most resources which were not overloaded to begin with. They were redeployed to the running projects. This extra capacity may be enough to improve our flow. The resulting throughput improvement will help us deliver all our projects on time. Makes sense.

But, the main thing I learned is that I can’t run away from my responsibilities. I can’t hide from them because I’m afraid to proceed. The longer the procrastination, the larger the pain. So, what’s worse, the big pain of tomorrow or the tightness in my stomach and the dizziness in my head today? I’m glad Gary was there to point me in the right duration. We all need people like him to get us off the X.

Promising Results

A few weeks later, the first CCPM project we promised to deliver on time was delivered two days early. The projects due by next week were also performing well.

Multi-tasking is the single greatest contributor to poor project performance. And, as difficult as it was to reschedule our projects, is was a major breakthrough for us. It is key to not over-schedule our resource pool. It’s also the key to improving the stability and the throughput of our company.

How Project Managers Lead the Planning & Buy-In of CCPM Projects

The moment Max parroted the words I spoke the drum beat of the laboratory felt like a comforting heartbeat. The key phase I had been chanting in our project planning meeting was starting to take hold. To create good enough linkages between the project tasks, knowing how to phase the question to elicit the linkage is important.

Max raised his bulk to his feet. His massive arms flexed the fabric of his shirt as he spoke. He said, “To start this task,” as he pointed to a task on the screen, “what task must finish right before it?

Someone would suggest a new task, we would add it, and Max would repeat his new mantra again. All I had to do was to stay focused on typing the task entries the planning team wanted me to make and keep my growing excitement to myself. For now.

Some Folks Need More Time

Not too long ago Max was defiant and blocking our attempts to re-plan his project the CCPM way. He would not respond to meeting requests. He would question why we needed a new system when the one he had was working. It wasn’t working since 100% of his projects were late. Of course we had answers to all his issues, but until today we didn’t have a chance to address them.

This morning Max strode in with a few of his subject matter experts in tow. Max was a large man, not fat, but muscular and broad shouldered, and his seat took the brunt of the offense. His camouflage ball cap and beard was in direct contract to his fresh polo shirt and dress slacks. He was the alpha dog in the room. His subject matter experts sat only after he did. They sat lower than he did, too. I had my work cut out for me.

Polishing the Planning Process

But, over the past few months, we’ve conducted every project planning meeting as an experiment. I gave the project managers a script to follow. As they facilitated the planning meeting, they followed the script the best they could. If there were any deviations, they made a note of it and how they handled it. In our weekly staff meetings we would discuss these deviations and changes to our script, if necessary.

I was confident in the planning script I was going to follow with Max. We’ve overcome the issues of many other project managers. They needed to have their hand held to make the switch to the new way. I didn’t expect everyone to make the switch, but so far, everyone was on board. Today would be different.

In the past, our project planning processes were cumbersome and took a lot of effort. Even after these efforts were translated into project plans, our project due date performance was only about 50-60% on time. Our efforts degraded into lip service. Our folks assumed this was as good as it was going to get.

Addressing a Major Problem Head-On

Now, during the project planning phase, our focus is on ensuring we start work on a project when all the necessary information is available. And, only the least effective dose. Why? Because, we are challenging our assumptions about what information is needed. And we are challenging what it means to start a project.

All energy and focus needs to be on our the major source of disruption to our portfolio of projects. That is––The sooner we start the project, the sooner we will finish. This may seem like it makes sense, but it’s not true when it comes to completing a project. Let’s ask “why” again.

If we start the project as soon as we can, we can finish sooner if and only if everything remains stable. For example, all the project content is known and does not change. The required level of effort is known and does not change. The resources are always available when needed. The resource all perform at the level we expect them to. And our spending is what we expect it to be throughout the lift of the project. This is unrealistic.

By Their Nature Projects Contain A Lot of Uncertainty

For example, the scope always changes, the effort required usually increases and hardly ever is less than planned. Many resources are not available when needed. The budget may get cut or the customer wants something for free. Or, our vendors needs more time.

There are many other planning predictions that turn out to be wrong. These changes need further discussion, evaluation and time to work out. Address each deviation from the plan never take less time. So, there is no guarantee that starting work as soon as we can will help us finish sooner.

Today, we use a well defined and polished planning process. This process gathers all the least effective dose information for a project. In other words, we give ourselves the best chance of success.

The Current State of the Project Planning Process

The current state of our planning process starts by reviewing the project charter. We’ve discussed the elements of the charter before. Next comes the 10-step process is as follows:

    1. Define the project’s objective, scope and due date requirements. Most folks are hesitant to undertake a new way of doing things.

Near the beginning of each planning session with new participants, we recap the key management questions our new software helps them to answer:

    • Will the project finish on time?
    • Which projects need my attention?
    • Which project don’t need my attention?
    • What task should my resources be working on now and which task(s) are next?
    • To recover lost time which tasks need immediate attention?
    • What is the current and future resource loading?

By reviewing already running projects, we can point of out the features of the software which answer these questions. Knowing the answers to these questions is a capability we haven’t had before. And, showing the excellent performance of the other projects offers some proof. The software is supporting the project managers not hindering their performance.

2. Define the tasks required for the main backbone of the project. Start with the project’s objective and work right to left across the screen. Use the phrase “To start this task, what task must finish right before it?

3. Add tasks required to build other task paths by working backwards from the objective along the backbone. Continue to use the phrase “To start this task, what task must finish right before it?

4. Read the network from the beginning. Look for more task dependencies, confirm the correct sequence of tasks, or make other modifications to the project network.  Read from left to right as if you were reading a book.  Tell the “story” of the project.

5. Check every task against the project goals, scope and sponsor criteria.

6. Identify and add the main resource type(s) and quantities which will perform each task.

7. Define task durations by deciding on an aggressive, but doable touch-time estimate. Remind the planning team that time will be added before the project’s due date. This time will absorb task and resource variability throughout the life of the project. In other words, folks are not pressured to add contingency time to their task estimates.

8. Scrutinize the network using subject matter and/or other skill set expert(s).

9. Run CCPM Schedule and seek ways to optimize and reduce project duration without compromising the scope or budget.

We also point out some key elements of the software:

    • The software inserts a buffer. This buffer is sized and placed to total up the critical chain contingency time. This protects the due date from resource unavailability and other project variabilities. Buffers are also placed on all paths that feed the critical chain.
    • The critical chain remains stable throughout the length of the project. We use the critical chain to know where to focus our attention for getting from point A to point B.
    • CCPM project scheduling eliminates resource contention within the project.
    • Between projects, few resources are overloaded. They are not pressured to multi-task because of way we pipeline and release projects.
    • The resulting plan schedules activities to start as late as possible allowing time for the latest information to be used.
      The resulting plan will be used as a baseline to measure and report against the project’s progress.

10. Finally, complete a final project assessment with the key project stakeholders.

Reviewing Our Original Criteria for a Good Project Management Solution

And, we review that the planning process supports the original solution criteria:

    • Did we compromise or cut any corners on quality, lead time, budget or on-going support to reach our project’s objective?
    • Are we confident we have a good chance to deliver this projects on time?
    • Are these new CCPM solution elements easy to understand and sustainable over the long term?

Baby Steps in the Right Direction

But, today as Max is co-leading the planning meeting with me, the rhythm of our work is obvious. The energy in the room has picked up. Everyone is engaged in contributing to the project network. And, the others on the phone are silent. My hope is that they are sitting in wonderment of the progress we’ve made today. OK, that may be too much to ask.

I am glad to see even the most hardened among us, folks like Max, can be brought on board. If we show people a process that can solve their issues and it makes sense to them, we have a chance to point them in the right direction.

 

Initial Results of Using CCPM to Plan Projects

No two projects are the same. Our place in the business universe is far from ordinary. The things our engineers can do would knock your socks off. Although we have customers who buy from us over and over again, what they want is never the same. Although our project managers lead these projects, the project teams never have the same members. And, the vendors we use to provide goods and services for our projects never know what to expect from us.

After One Month

But, after a month of planning projects the CCPM way, a pattern, a rhythm, and drum beat has emerged from the chaos. The calm voices, the productive meetings and an improvement in our performance measures is almost spooky. It may be the calm before the storm.

There are eight projects in flight which were planned and scheduled the new CCPM way. We have about 20 more projects to go. But, already the amount of distractions and people running to me for answers has gone down. No dark clouds are on the horizon.

I don’t know by how much, but the number of emails from upset customers has dropped off. Of the few measures we are using to track our performance the number of nasty emails per day is the one I am using. I want them all to go away someday, and someday day soon.

Don’t Expect Miracles, Yet

It doesn’t take long to bring me back to reality. My daydream was shattered when I hear our CEO bellow, “Why do I have to hear from one of our best customer, MegaForm, that their project is going to be late? They are threatening to pull the next order they have with us and send it to one of our competitors.” Our CEO has a temper, but today his voice was flat and firm. But, below the surface, I saw the dragon straining to be unleashed.

Remaining calm, I say, “I won’t give you excuses. Let me look into it and see what I can do. One of our best project managers is leading that project, so there must be a reason.”

The majority of our projects are still waiting to be re-planned. My hands are sill full with the unplanned ones. But, it’s how our customers are managing projects. It’s what our competitors are doing it. It’s what the professional organizations tell us are the best project management tools. How could they all be so wrong.

Somewhere along the line, the world has been suckered into a mediocre status quo. And, some folks think that’s alright. Some folks like it there. Although, we are not out of the woods my any means, I see there is a different way and a way which may raise us above the mediocrity. Right now other people’s way of doing things is not my problem.

Before I could say anything else, his back was to me as he huffed out of my office. Still, my anger was building, but after a few deep breaths and I felt the feelings pass. It’s a good thing, too, since Jim was the next person to walk into my office.

More Good News From the Front Lines

He says, “Hey boss, I want to give you an update on how our Labor Day project is going. Have a minute?”

“Sure,” I say, “give me as much detail as you want. Tell me everything.” I took another deep breath.

He grins and sits in my guest chair. He says, “As you know, we started this project on the recommended start date, which was the same day we finalized the planning. I immediately prepared to start the tasks the software suggested to start during the first week.”

“Yes, I remember that,” I say. It was a turning point which I won’t soon forget. Would this be the solution we were looking for? Time will tell.

A New Way to Request Resources

Jim said, “I asked the manager of our Accounting Department for someone to fill the Financial Analyst position. We need to set up the budget tracking process for this project. In the fine print of our contract, we agreed to provide the City with a detailed breakdown of our expenditures.”

‘We did,” I asked, “Did you get the resource you needed?”

“Like every other department around here, they are all overloaded. But, when I specified which resource we needed, for how long we needed them, and showed her the priority of this project in our portfolio, I had no problem getting them.”

Usually, getting the commitment from department managers for project resources is a well rehearsed and civilized battle between two Japanese sumo wrestlers. I asked, “How did the task assignments go?”

Assigning Tasks Redux

Jim said, “Fine, I didn’t include a due date when assigning the tasks like you asked. I was careful to only use the estimated task duration as a guide. I also stated when the task is complete, be ready to pass your work on to the next resource. This will cut the multi-tasking, Parkinson’s Law and the student syndrome behaviors.”

By focusing attention on the task due date caused all kinds of bad behaviors. Jim’s use of using the task duration should keep these behaviors at bay. I wonder if folks will add their own date to the task when it is assigned. If the task duration is three days, they could look on the calendar three days from now and pick the due date for themselves. Let me ask Jim about this when he finishes his report.

Effects of Exposing Management Capacity

I asked, “How long did it take to assigning all the first week’s tasks?”

He said, “Less than two hours. I know what you are thinking, what did I do with the rest of my day. I know we expect to free up capacity, but I didn’t think it would happen to me. I did have to take time to hold some hands to get the daily days remaining updates. But, I asked myself, what else can I be doing to move this project along.”

“And,” I said.

A Leader Emerges

“I looked ahead in the schedule and tried to think of all the things which would slow things down. I’ve heard you say time and time again to be paranoid. Be paranoid. But, don’t be hysterical. So, I found a few documents we need to have and some folks who need to have a clear desk in the next few days. I was clearing a path for the project team to follow. I’m a few steps ahead of them and can see things before they do.”

“That’s one of the things Gary, our software non-salesman, expected would happen. Putting project managers in a leadership position is much better than managing things by pushing a string through the forest.”

“It felt good being out front for a change. Not only can I see better, but I’m not being pressured to make decisions under duress. But, there is a temptation to intervene even when I know I shouldn’t.”

“What do you mean,” I asked.

“I’m so used to sticking my nose in and trying to help. When the indicators show I don’t need to, I’m helpless somehow.”

I said, “You are not helpless. You said it yourself, it’s better to be out front leading the team through the jungle rather than being in reaction mode. That’s a move in the right duration. You are also in a much better position to deal with the unexpected we know are behind the next corner. Murphy as been pretty quiet so far, but I don’t think that will last.”

“Thanks for that. I do need some reassurance from time to time,” Jim said.

One Way to Evaluate Disruptions to the CCPM Schedule

I said, “When you do come up against something that you think will cause a delay, let me know. In the software, we can make a copy of your project, make the changes we will need to make, and see what the impact is. If we like what we see, we can use the updated plan or stick with the one we have.”

“Good idea. But, I only want to use the updated plan if the change turns out to be a major disruption. I want to avoid changing the tasks along the critical chain. That would also be a major disruption. If the critical chain changes, all your looking ahead efforts are lost. Wasted,” I said.

Jim said, “I’ll be sure to let you know. The other change we made is having the team make their own daily updates to the task’s day remaining estimates. This will help us see any deviations as early as we can.”

That answered my question. Our project resources may add a date to the end of their task assignment. But, being reminded every day that all we want is a days remaining estimate should counteract the date they set for themselves.

“That’s all I have for you today, boss,” Jim said, “I’ll get out of your hair.”

“Come back anytime. When you have positive status to report like this,” I exclaim. “I can use all the positive news I can get. It’s also a good idea to plan on sharing your efforts with the other project managers in our weekly staff meeting,” I said.

Rising from his chair, Jim said, “I’ll be glad to. As good as it feels hearing good news, it feels good giving some good news for a change.” With that, he disappeared.

Silence. I’m now alone to worry about how I’m going to get the next projects planned and scheduled.

Dealing With Those Who Doubt Your Ability To Deliver Projects Quickly & Completely

The CEO’s eyes narrowed into small slits and they didn’t leave my face until I said, “What do you mean what’s taking me so long? We only got the signed proposal last week.”

“I got off the phone with the Chief and his patrols haven’t seen any of our trucks in the field. He expected us to start work as soon as he sent over the signed proposal. Last week, he said. The clock it ticking, he said. This project has to finish on time, he said. And, then he hung up on me. What the hell is going on?”

“Let me get this right,” I say with an even tone in my voice, “the way to deliver this project as soon as possible is to start work without having all the necessary information?”

Not Starting a Project With All the Necessary Information

“Damn right,” the CEO says, “we don’t have time to collect all the information you need. In my day, we didn’t take time to plan. We went out and got the job done.”

He had managed to grow the company over the years. And, he had a good relationship with many of our customers across the country. But, he didn’t see the constant challenges with our project performance on a day to day basis. I was the face of the company out in the field. I came face to face with angry and frustrated customers all the time. They wanted what they wanted no matter if it was spelled out in the proposal or not.

I was also in meetings with the CFO who would grill me about the expenses and my budget overruns. Being busy and getting started on a project these days was more than running out the door and getting the job done. Those must have been the good old days everyone talks about.

Making the commitment to myself to fix the issues was a choice I made. I took the time to go deeper into the issues and get help along the way. I wanted to go through everything I learned and get our CEO to see we had a chance to do things different, but I said, “This project needs to finish on time right? And, you want me to stay within budget and deliver everything we promised to the Chief, right?”

“Damn right,” he said again. This time with his face became a deeper shade of red.

And, how well have we been meeting these commitments lately, I was going to say. But, I said nothing.

The Consequences of Not Having Some Information

Without a pause, he said, “That’s another thing I want to talk to you about. We’ve been making too many promised we can’t keep. Our CFO tells me to funnel more money into your labor account all the time. It’s got to stop. And, some customers we’ve had for a long time won’t even talk to me anymore. What are you doing about that?”

No way was I going to take the bait. The only thing that is going to convince anyone of anything are results. And, I expect the results will come from the new way of planning projects and the way Gary says we are going to manage them. I need to buy some time. So, I say, “I get the Chief wants to see us in the field. We did send some guys out to do site surveys, but he must have missed them. We sent out access request to the buildings we need. And, we have the Procurement department checking on the status of the hardware. So, we did start. No one noticed.”

“OK, fine, fine, fine,” the CEO says. He was backing off a little.

He needed to back off even more, so I said, “the people we need on the Chief’s project are already working on other projects. These folks need to finish what they are doing or find a way to transfer the work to someone else. That’s already underway. It’s not going to do anyone any good to load and already overloaded resource with even more work.”

He said nothing. His arms rigid with tension. He stared at me and said, “I’ll be watching this project. The Chief is a good friend of mine and he’s been a good friend to this company. I’m not going to disappoint him again. Now, I’ve got calls to make.” He swiveled in his chair, turned his back to me, and started to pick up his phone.

Higher Confidence Levels Go a Long Way

As I walked back to my office, I through about the information we got from the Chief’s signed proposal for the project. I have no idea where we got some of the estimates. Much of the key information was missing. And, somethings didn’t make any sense to me. It was not enough information to start with. Some information is necessary to start a project, isn’t it, I mutter to myself.

Gary showed us that there is bare small amount of information we needed to start the planning process. It wasn’t as much as I though and it’s took no time at all to complete once we got everyone together. We made sure we had a consensus on the project’s goals. And, we built into the plan ways to exceed expectations with no extra costs or delays.

During the planning session we sequenced the work which gave us a road map to follow. I’m sure the sequence will prevent delays and the rework we usually encounter. The resources we need are also identified. But, even more important, we now also have some idea of when we will need them and for how long. Dealing with the departments managers for those resources is going to be much easier.

If nothing else, the plan we have will act like a reference point against which we can compare our actual performance. Without this baseline, who knows if we are on track to meet the due date or not.

The CEO will get all his questions answered in due time. Right now, I have a project to start and more projects to plan in the new way. I’m convinced we had all the information we needed to start planning. The planning was done to the right level of detail. We got buy-in from all the participants. This has got to be the way to finish project and deliver them on time, with everything we promised, and within budget. Now, I only have to prove it.

Never, Never Give Up

As I rounded the corner to my office, I almost ran into Jim. Startled, he said, “Gary wants to see us in the conference room. He’s got something to show us.”

More Critical Chain Solution Elements

Facing Down the System

Getting control of our projects is going to be a challenge. The alternative is to continue suffering with the stress and poor performance. I need to gather my strength and do the work. Make the change happen. Never give up.

We have so many people who work hard and try to do their best each day. But, I can see many of them are burnt out and make only the smallest efforts. It pains me to see this because it’s the system I helped create; the system I supported for so long. But, no longer. I may not like the medicine I’m about to take, but it looks to be the only thing that is going to make us well.

However, the system we have imposed on our folks is disrespectful. We ignore the work load we place on our people. We throw the work over the fence and expect them to pick it up. Not only pick it up, but do a good job with it––be on time, quality is job one, and be efficient. We must stop launching projects without knowing the impact on our resources.

Everyone knows task durations are padded, but they are only a compromise which has degraded to lose––lose situation. They employees lose because they have tried to meet all their project commitments and failed.

The company has done its best to secure work for everyone. But, then it allow its employees to squander these opportunities by allowing them to miss on our commitments. That may seem harsh, but everyone complains about missing due date, or going over budget, and the unique ways we trim content from the project. But, nothing changes.

How long can this go on? Especially since I now know there might be a better way. I can not keep it from them or fail in convincing my company to go along with these changes. The time has come to do something different. I’m going to aim high. Like Bruce Lee said, “Not failure, but low aim, is the crime. In great attempts it is glorious even to fail.”

The Non-Software Salesman Returns

Gary came back the next day. We reviewed the new elements of the solution he proposed 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.

He promised to give us a demo of the software, but there were three more areas of the solution he wants to cover. What happens after the planning stage and the differences in managing a critical chain project. And, what the new solution elements are in a multi-project environment.

Gary says, “has it happened that the start of major project phases is often delayed due to missing necessary things, e.g., site surveys, network design, equipment specifications, quotations, approvals, etc?”

“Sure, I say, “it happens all the time. We start work without all the required items. We are forced to. It results in rework. We talked about this earlier.”

Gary says, “during the first few weeks of the change you are considering, the number of open projects will come down. That’s because we will start to see the work load on your resource pool. Some resources will be overloaded and some will be underutilized. The underutilized resources can be re-assigned to the open projects, further reducing multi-tasking, reducing the project lead times, and thus finishing more projects on-time.”

The Full Kit Solution Element

“When the necessary thing needed to start a project are not available, some of the re-assigned folks can be focused on ensuring all major pieces, e.g., site surveys, network design, equipment specifications, quotations, approvals, etc., are in place. By doing so, you do not delay the project once it starts and rework goes down.”

“I’ll be in charge of that group since that’s all I seem to be dealing with these days anyway,” Jim says.

“Thank you, Jim,” I say, “I’ll make sure you don’t get overloaded with your regular work.”

Gary says, “one of the best features of managing a critical chain project is that the tasks along the critical chain do not change thought the life of the project. That’s assuming, of course, that nothing major happens which required the project to be re-planned.”

Re-Plan vs. Don’t Re-Plan

“That’s a good point, when do we re-plan and when don’t we re-plan,” I say. “I realize we were re-planning every time we made an update to our critical path based project plans. But, I’m not sure when we need to re-plan using critical chain.”

“The urge to re-plan comes from the need to address the variabilities which occur during the execution of a project,” Gary says. “But, be careful when you decide to re-plan since the progress on the project work stops. Why? Who is doing the work of the re-planning? Usually the same folks that are working on the project. These folks must stop what they are doing, check the potential change to the project, determine its impact on scope, budget and due date. And, then re-schedule the project and get back to work. This could take hours, or days, and usually is enough of a disruption to cause a loss of momentum.”

“See what I mean? Re-planning a project is an important decision which I would rather not make if I didn’t have to,” I say.

“I agree. You need to account for the variability and you need to maintain momentum to complete the project,” Gary says. “During the management of a project there will always be differences between what was planned and what actually happens. It’s also a good assumption that project success is enabled by constant movement toward to project goal.”

I’m growing impatient, this is common sense. I say, “True, but what about re-planning to account for the task, resource and duration variations?”

“This is what the shock absorbers, or project and feeding buffers, are for. When the variability exceeds the time of the task duration estimates, buffer is consumed. It’s like the shock absorber being depressed when your car goes over a bump. The project buffer is able to handle the accumulated bumps throughout the life of the project. In some cases, when tasks finish sooner than planned the project buffer can spring back. The same goes for the tasks of the feeling legs and the feeding buffers.”

“So, under normal conditions, there shouldn’t be a need to re-plan, right?” I ask.

“That’s correct. But, there is an important way to use the project buffer which project managers find helpful. When I show you the software, you will see that the project buffer is divided into three, equal zones––green, yellow, and red. At the beginning of the project, the project buffer consumption will be in the green zone; no consumption. There is nothing for the project manager to do other than help the team move through the initial tasks of the project.”

Stop Issuing Task Due Dates

“By the way, the project tasks will be listed in priority order, the critical chain and non-critical chain tasks identified, and about when they need to start so that the project stays on track. What you may miss are the due dates usually associated to each task. Since we are not interested in each task finishing on time, there is one change folks like Jim need to make when assigning tasks.”

Jim says, “I expected something like that, but what do you mean exactly.”

Gary says, “it’s a minor, but important change. There is no difference in how you assign tasks, but I won’t make any assumptions. If I was you, I would meeting the resources assigned to the tasks you want to start. I’ll use the information used to plan the tasks, e.g., task description, success criteria, and estimated duration. And then make sure the resources assigned to the task understand what needs to be done.”

“Yes, that what I usually do, when I have time. And, as you know that doesn’t always happen,” Jim says.

I say with a smirk, “tell me when you did have time, I can’t remember it ever happening.”

Gary interrupts and says, “the key difference is not to mention the task’s due date. Actually, the software does not make it easy to use a date associated with the tasks. Instead, remind the resource the task was estimated to take three days and to do their best to try to finish the task around the same time.”

“Remind them that due to the nature of variability, you don’t expect the task to be finished three days from now. If it does finish in about three days, fine, but if they uncover work that needs to be done to meet the success criteria, do it. This is far more important that meeting the task due date. And, finally remind them that there is a buffer to absorb these differences.”

Actively Managing the Shock Absorbers

“You can also remind them that managing the buffers is something the project manager handles. The project manager will take the appropriate actions, if necessary, to meet the project’s due date. This leaves the resource with nothing to do but focusing on doing good work.”

“I’ll help Jim and the other project managers get the message out. This should reduce our stress and and improve on their feelings of security,” I say.

Gary smiles and continues to say, “over time, the variances may accumulate to the point that the green zone of the buffer is consumed. Now the project buffer is in the yellow zone. The yellow zone of the buffer means the accumulated variability has consumed one third of the available buffer. This is considered to be well within the tolerance of the expected variability.”

“Even when the buffer is in the yellow zone, there is little for the project manager to do. It may behoove you to check on making the necessary and sufficient actions if all the yellow zone is consumed.”

“There may come a time to take action. When the project buffer turns red. Wherever you are along the completing of the project, when this happens, two thirds of your buffer has been consumed. If this happens near the end of the project, it may not be too bad. But, if this happen early in the project, it may be more stressful. The red zone indicator means action must be taken or jeopardize the promised due date.”

Jim says, “This seems like a great way to manage. There isn’t much for me to do as long and the project stays on track. As long as the project buffer is in the green zone. I may finally have time for all the other non-project things that have been aside for far too long.”

“As long as you can plan ahead of time for what the action(s) may be, it should be less stressful. That way we make decisions before our backs are against the wall and customer is breathing down our throats,” I say.

Looking at Gary, I say, “let’s get back to why we planned this meeting. You were going to tell us what happens after the planning stage and the differences in managing a critical chain project.”

“We’ve already covered them. Let’s me summarize:

    • Put someone in charge of full kitting projects and run a full kit meeting before a major project phase starts. The sole goal of this meeting it to ensuring all major pieces are in place so there are no significant delays.
    • Project Managers provides resources with activity durations and estimated start times. Task due date are not mentioned.
    • Project Managers uses buffer management to control the plan.

That’s it,” Gary says.

One More Nagging Issue

Once again it seems too good to be true. And, I can’t find any other issues to ask about. All my issues and concerns seem to have been addressed so far.

But, there is something bothering me. So far we’ve only focused on a single project, not how to manage the multitude of projects we have running in our portfolio throughout the year. I hope my lucky streak continues.

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.

Are There Better Ways to Constructing a Project Network?

We need a better way to manage projects. The ways to address the issues we have was time well spent to test and understand them. We developed a list of solution criteria––the elements that any solution to project management issues must meet. These elements came out of a meeting with our senior executives where we discussed the needs of the business and what our team needs to do to meet them. These criteria are:

    • Projects are on time, every time.
    • Cut project duration without compromise on scope, quality, customer service, lead time or budget.
    • Show a positive impact within six months, or less, and is sustainable over the long term.

It’s a high bar. And, with this list of criteria, it will trim any suggestions which can’t meet all three. Everyone has ideas about how to improve and we need the best ones as soon as possible. I don’t have time to hear about more MS Project.

Gary, the Software Salesman

Jim, one of my project managers, brings in his friend, the software salesman. Gary is his name. I can’t help but think what he will try to push down my throat. We’ve tried so many different softwares for so many different problems. I’m taking a deep breath to loosen the tightening in my gut.

But, I trust Jim, because he’s come through for me before. I’ll listen, but my tolerance level is low and my bullshit meter is on stand-by.

After the usual, pleasant introductions, Gary says let’s get to it. He says he has listened to Jim summary of our situation. He’s familiar with all the issues in our environment. For example, the original due dates are not met. There are too many changes. There is too much rework. There are many more, but that’s a good enough start. Jim has also briefed him on the criteria we want to meet for any solution we are looking at. I’ll be testing each of Gary’s claims against them.

The Kind of Project Network We Need

Where Gary starts surprises me. One of the fundamental features his software is that it determines the longest leg of task and resource dependencies. It’s not critical path. His method, the critical chain, is a more recent approach. It’s not something that was developed in the 1950’s.

Interesting, someone also not interested in sticking to the conventional critical path method. A point in his favor.

Gary continues to explain that to start building a project network in this way starts with the end in mind.

Who said that, Steven Covey?

Gary continues, each project must have a single goal and success criteria. He says there are a few, key pieces of information we need to start every project, but these come first. He says some people refer to it as a stakeholder analysis. We’ll look at it in more detail, if necessary.

But, what Gary says next is surprises me even more.

An Important Project Network Building Step

He wants to start building the project network from the final task and construct the project network from right to left. The final task is the only task that does not connect to a successor task, every other task connects to a successor tasks.

I ask him why? Why build a network backwards?

Gary says, when we work backwards we are including only those tasks that are necessary as input to the next step. In this way, we find we need much less detail, yet the end result still meets all the stakeholder needs.

He says, it’s helps to repeat this mantra each time before another task is added:

“To start this task (the successor task) what task or tasks (predecessors) must be finished?”

For example, he says, here is a final task objective and the exit criteria for a project he has helped plan in the past:

The goal of the project is––The vendor will buy and install new video surveillance cameras, servers, software and intermediate disk storage.

The final task name is––Install 230 cameras and associated hardware for the City of Dallas video surveillance system.

The exit criteria for the project are:

    • Complete by August 1, 2013
    • Complete a demo of the system and get sign-off from the Chief of Police.
    • Support the City of Dallas’ crime reduction goals.

Gary writes on my white board:

To start this task, Install 230 cameras and associated hardware for the City of Dallas video surveillance system, what task or tasks (predecessors) must be finished. He says, Get project sign-off from the Chief of Police.

To start this task, Get project sign-off from the Chief of Police, what task or tasks (predecessors) must be finished, asks Gary. He says, Prepare sign-off documentation.

To start this task, Prepare sign-off documentation, what task or tasks (predecessors) must be finished, asks Gary. He says, Complete the internal QA of the video system.

With a straight, flat voice I say I get it. It’s so obvious now that I see how it’s done. It does take a bit more thought on my part, but I don’t see a flaw in the logic between the tasks. We continue like this until we reach a tasks which has no predecessor.

If I read the tasks from left to right, they sound like a short paragraph in any technical manual we have laying around. Intrigued, I ask, what’s next?

Assigning Resource Types & Estimating Task Duration

I assume there is more to the project, but you get the idea, says Gary, there are only three more key elements to add. The next two elements go hand in hand––assign resources to each task and estimating the task duration. Assigning the resources usually means identify the type of resource best suited for the tasks at hand.

Sometimes some resource types are in limited supply and it’s OK to provide a specific person. But, by providing the resource type it helps improve the flexibility of assigning actual team members. Gary says the software will identify which tasks need to be assigned and when. It will also list the resource type(s) assigned to during planning. When the time comes, the resource manager can check which of their team members are best suited to do the work and make the assignment.

That’s makes sense, I say, very convenient. But, what about the task duration, I ask.

Once again, Gary throws me for a loop––the task duration is only the touch time of the task. The touch time means only the time estimated to do the work content, without interruption, given all the required inputs. No more safety time is added to the task estimates.

None, I ask.

None, he says.

With that answer I look to Jim and ask, isn’t it time for lunch? We are experts at adding safety time to every task. We are experts at hiding the safety time we add to a project so that no one can take it way from us. It’s a way of life around here. It’s how we protect our collective behinds. But, there must be something to it since everything else Gary has presented had made sense up to this point.

A Potential Deal Breaker

This morning was a refreshing change from the typical software sales. Gary understood our situation, sold me on practical ways to start dealing with it, and kept me engaged without showing any software. Gary was in alignment with me about the longest leg of task and resource dependencies. He enhanced this concept by making sure the goal at the end of this leg was clear and contained specific success criteria. And, by working backwards, right to left, from this goal, the only tasks we added were the one’s which needed to be there. Nice.

On our way out the door, I hope this safety time issue isn’t a deal breaker. I was so hopeful. Like I said before, we must put in safety time to protect ourselves from so many things. Only including the touch time for each task duration estimate is the most way out thing he’s said so far.