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My Life Is A PMP® Ethics Question!

Photo of Jeff Furman

Jeff Furman (credit: Michelle Wild)

This is an article by Jeff Furman, PMP®, whom I met at a PMI Congress one year, and we’ve stayed in touch since. Jeff has been a firm supporter of Social Media for Project Managers and I’m delighted to showcase some of his work here.

Q.  The sales rep for a software vendor and his lead engineer fly in to your city to demo their new product for you at your office, hoping to persuade you to buy it for your company. They know you are also evaluating a competing product, and they ask you to show them their competitor’s tool, which you currently have installed in trial mode on your desktop. They tell you that seeing the other tool would help them better tailor their software product for you. What is the best way to handle their request?

A. Show them the product, but say: “Remember, it’s confidential information.”  

B. Diplomatically tell them you can’t accommodate their request.

C. Say no, and inform your management of this incident ASAP.

D. Say no, and Tweet about the incident to the Twitterverse.

Which answer would you choose if this were an “ethics question” on a test, like the PMP® Exam? Which answer would you choose in real life? And would it be the same answer?

Let’s look at the 4 choices:

A – Is unethical, but also would be illegal if the project manager had signed a non-disclosure agreement, which they probably would have prior to the evaluation. (The best way to see why it’s unethical is to put yourself in the shoes of the competing vendor, who trusted you to trial their product).

D –  May sound silly, but many people actually do vent about vendors on the Internet nowadays, sometimes at their own legal peril.

So the choice comes down to B or C”. “B” is Just say no, where… “C” is Say no + Disclosure.

As you might have guessed, I was the project manager in this incident years ago. At the time, I had no doubt that “No” was the right answer, and in acting on “B” I thought I was doing the correct, though difficult thing, in refusing to grant the request of this vendor. And my decision was made more difficult by the fact that I had known this vendor for several years.

I was thinking at the time that others in my position might say yes, in the hope of getting a better deal from the vendor (or even just a Homer Simpson-style free lunch).

Why didn’t I inform management at the time? I thought I had handled it but years later our company wound up being burned by this sales rep.

But maybe you chose “C,” which would have been the best choice. And if I could have a “do-over” (like my hero, Bill Murray in Groundhog Day!) I would definitely have informed my senior management about the incident.

If you did choose “C”, you would have been in agreement with PMI’s*  Code of Ethics and Professional Conduct, especially two clauses:

  • Clause 2.2.5 (Responsibility, Aspirational Standards): “We protect proprietary or confidential information that has been entrusted to us.”

and

  • Clause 2.3.2 (Responsibility, Mandatory Standards) : “We report unethical or illegal conduct to appropriate management and, if necessary, to those affected by the conduct.”

Why didn’t I inform my management at the time? Well, I thought I had handled it and it was a done deal (“Problem solved!”) and there was no need to make trouble. Also, I thought my busy manager might not appreciate my throwing a hot mess onto his desk.

But years later, whatta ya know, our company wound up being burned in a different way by this very same sales rep.  We would have avoided this, had I disclosed the issue at the time, and given my manager and the company’s senior leadership the chance to take action on it.

Have you ever experienced a similar ethical choice on a project? Did the issue give you any lessons learned you might like to share? If so… Please Comment (below).

* Project Management Institute. Project Management Institute Code of Ethics and Professional Conduct. 2006. http://www.pmi.org/en/About-Us/ Ethics/~/media/PDF/Ethics/ap_pmicodeofethics.ashx

About the author: Jeff Furman, PMP®  is a Project Management Instructor based in NYC. He currently teaches various levels of project management courses for NYU SCPS, IIUSA, and NetCom Learning.  He currently is developing a course in “Ethics In PM” for NYU SCPS, based on the two recent presentations he gave on Ethics In PM for PMINAC 2012 in Vancouver and PMI NYC’s Annual Symposium 2012. He is also the author of The Project Management Answer Book.

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Improving project management standards at Airbus

Kevin Baker

Kevin Baker, Head of Project & Programme Management Operations at Airbus

Change is hard, and project managers aren’t particularly good at doing it to themselves – in my experience we prefer to implement change for others. Kevin Baker, Head of Project & Programme Management Operations at Airbus, took on the challenge of changing the way they manage projects. I spoke to him about how he implemented cultural change at the company.

Kevin, why did you decide to enhance the project management culture at Airbus?

We simply knew that we needed to improve. There are many studies on project and programmes in the aerospace and defence sectors, and they all tell a similar story – it is an unfortunate fact that many A&D projects have a history of being late and over budget. This may have been acceptable many years ago when the industry was based on large government funded ’prestige’ projects. The Concord programme is old, but is a good example of this. And there are many other more recent examples. But we know that we have to improve. Our customers expect more, and our shareholders expect more.

So how did you go about it?

We set up an organisation with a specific mission to improve the project management culture – it is called the Centre of Competence for Project & Programme Management, CoC P&PM. Over the last 3 years, this organisation has developed the various improvement levers – we have developed a specific career path for project managers, we have introduced an internal certification process for our project managers so that the junior project managers can see how to progress, we have introduced a larger suite of project management training with emphasis of soft skills, and we have introduced a standardised set of project management methods and tools covering all the project management activities – cost management, schedule management, earned value management, risk management, and so on.

‘Good’ is when all the key players in Airbus think and act in a project management way, so that it is just a normal part of how we work.

Wow, that sounds comprehensive. I especially like the idea of career paths. Tell me more about the certification process and the training.

Each project management actor can apply for and be certified at a certain level. We have 5 levels ranging from an entry level called ‘Iron’ thorough to the most senior at ‘platinum’ level. To reach each level the person needs to have a mix of experience across a spectrum of areas – we believe that breadth of experience is essential for good project managers – and to have undertaken a mix of different trainings. This is now in regular use in Airbus and is a major tool for the development of the skilled project managers we need at all levels in our company. It acts as a powerful roadmap for each person’s personal development as a project manager.

That sounds very thorough – project managers will get a good grounding in a lot of skills through your scheme. But the whole thing has involved implementing a lot of standardised process. I’m interested to know how you will know when you’ve achieved what you set out to achieve. How did you define what good looks like?

We have thought long and hard about this, as it is not easy to precisely define it, and even harder to measure it. But in general terms ‘good’ is when all the key players in Airbus think and act in a project management way, so that it is just a normal part of how we work.

That’s a great definition, but it must have been a difficult journey. What was the hardest part of creating a culture change?

I think the most difficult part is to keep up the momentum. You can introduce new methods, processes, tools and so on, but to change the culture you need to change the people. I do not mean to replace them, but rather to change the way they think and act. We need to get a project management way-of-working accepted as part of the daily life, so that it is used almost without thinking about it. This is the only way to change the culture, but this takes a high and sustained energy. If you relax the pressure, then the change can slow down and even go into reverse.

We have made some good progress in the last years, but we know that we need to continue to improve. Projects become more challenging, timescales become shorter, budgets become tighter, our customers expect more, and the competition does not stand still. Our journey will continue.

Thanks, Kevin!

 

About my interviewee: Kevin Baker is Head of Project & Programme Management Operations at Airbus. He is speaking today at Project Zone Congress in Frankfurt about this programme of work to enhance project management culture at the company.

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Project management in schools: two case studies

Last week I wrote about what the PMI Educational Foundation does. One of the missions of PMIEF is to build project management skills in young people and teachers, better equipping students for the future. How exactly does it do that? At PMI’s EMEA Leadership Institute Meeting in Dublin last month two volunteers spoke about their involvement in their local schools.

The Polish Experience

Poland Chapter's project management workshops

Photos from the Project Management Workshops

Ma?gorzata Kusyk, PMIEF Liaison for PMI’s Poland Chapter based at the Gdansk branch spoke about their ‘Project Management At Schools’ project. The Chapter has run three pilots, using the project management Toolkit for Youth.

First, they had to translate the Toolkit into Polish. Then they used it as the basis for a 12-hour project management course: six lessons, each of two hours. The course included mentoring, materials, templates and group exercises. A ‘real life’ project manager was invited along to at least one of the sessions, so the students could see how the skills they were learning translated to the world of work.

One of the pilots was run as part of a summer camp for girls from an orphanage. Eight girls took the course, aged from 14 to 19. Their project was to organise four hours of activities for the 40 younger girls participating in the summer camp.

The girls produced a work breakdown structure, a project charter, a schedule and a budget. Their stakeholder register included the teachers, other children and the camp organisers. They produced a communication plan which included a daily briefing to everyone at the camp about how the plans were going. The outcome was a quiz and some sports activities. You can see photos from the camp on the initiative’s Facebook page.

The point of doing all this was:

  • To build awareness of project management in Poland, as this is currently low
  • To encourage students to use project management techniques on a daily basis
  • To encourage students to work effectively at school and outside school
  • To gain publicity for the Chapter
  • To help the volunteers learn how to teach project management.

The pilot schemes were successful so the Gdansk branch is moving ahead with doing it again this year. The plan now is to train more teachers and run more workshops in schools, using a ‘train the trainer’ model, so that the materials can be used by a much wider group. There are also plans to develop a shorter course for 10-13 year olds.

Schools in Jordan

Dr Hazem Zeitoun, President of PMI Jordan Chapter, spoke about what his Chapter was doing to promote project management in schools.

Jordan’s population is 6 million, with 1000 PMPs and 200 paid-up PMI members. A third of Jordan’s income comes from people working outside the country and sending it back home, so there is not a lot of money spare for advanced educational facilities.

He told us about the Madrasati initiative, led by Queen Rania. This initiative aims to close the gap between the community and school, helping the government transform schools into community hubs. It aims to improve the overall learning experience in 500 public schools. In order to do this they need quality learning tools, and the project management skills to implement the initiative locally.

Madrasati project

Madrasati Project Summary

Jordan Chapter has decided to partner with an existing initiative because Madrasati has links with the education sector already, plus experience in dealing with the bureaucracy. PMI, and project management, is not widely known in Jordan, so partnering with Madrasati will help build credibility and also open some doors to individual schools to pilot the project management learning sessions.

The Chapter is still a way off from fully participating – there are lots of administrative hurdles to jump through. They have made a presentation to the Ministry of Education and are currently awaiting the outcome. Ministry support is essential in order to be able to access teachers and use the same ‘train the trainer’ model that Poland is using.

Both the Jordan and Poland initiatives are run by volunteers who truly believe that project management skills can help their communities be more effective. Good luck to them both!

See all the slides from this presentation online here.

Image credit: YGLvoices on Flickr

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BlackboardIf you’ve been around projects for any length of time you have probably come across the Project Management Institute. You might even have heard of PMIEF: the PMI Educational Foundation. But what does it actually do?

I thought it mainly sponsored research, but it turns out I was wrong. PMIEF’s Chair, John Rickards, gave a presentation at PMI’s Leadership Institute Meeting in Dublin last month and explained exactly what the Foundation gets up to.

Incorporated in 1990, PMIEF has a wider brief than PMI. It’s about leveraging project management for social good. “The Education Foundation actively works to build bridges into the project management profession,” John said. “We’re working with private sector school teachers, disaster relief and other non-profit organisations as well.”

PMIEF has three areas where it focuses its efforts:

  • Building a better prepared society for future success
  • Building a better prepared workforce
  • Building a better response in times of need.

Project-centered education

PMIEF works through PMI Chapters to build the skills of people in education. They believe that project management is a key competency for teachers and administrators, and also students. Volunteers get involved in community projects.  The belief is that project-centered education results in higher achievement in schools, more pupil engagement and better attendance, and while I have no reason to doubt that, we weren’t pointed in the direction of any independent research to back that claim up. However, we did hear two case studies from PMI Chapters working in education.

PMIEF has developed the PM Toolkit for Youth, which is free to download for non-commercial use, so schools can use it. It is a modular course aimed at teaching basic project management skills to help students organise their school projects and make sound decisions.

During the development of the Toolkit they realised that the students didn’t have the presentation skills required to present back the outcomes of their projects, so they added a  presentation skills module.

Project management as a professional competency

PMIEF also supports the development of project management as a professional competency and career choice. It provides academic scholarships, awards, doctoral research grants and curriculum development grants. In addition, it runs training courses for the unemployed and underemployed.

“Project management is one of the few fields delivering people who can lead work and lead others,” John said.

Project management is results focused and employers want results. Skilling up professionals through training and research improves job prospects and the ability of companies to deliver on their strategic plans.

Dealing with disaster

After a natural or humanitarian disaster, NGO’s arrive on the scene to help get things back on track. Using project management techniques can help them stay efficient and use donor dollars more effectively. This supports the concepts behind PMD Pro, a certification programme aimed at non- profits that was launched last year.

PMIEF also have their training scheme, called Skills For Life which is available in English and Spanish. It’s a short project management course that can be taught in a few hours. John explained that it has been run 150 times in 33 countries, with half the delegates so far being PMI members and half not.

PMIEF’s work with disaster relief organisations also includes training materials, tools, methodologies, training volunteers and staff and providing grants.

“Through the Educational Foundation we’re hoping that the next generation will do a much better job than we’ve been able to do,” John said. I don’t think the first generation of professional project managers did that bad a job, but if those who come after can do better, that has to be a good thing.

You can find out more about PMIEF on their website. In a week or so I’ll tell you about the two case studies where PMIEF is working with PMI Chapters to bring project management education into schools.

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A right Royal project

Union Jack

In case you’ve been living under a rock, today’s the day that Prince William of Wales marries Catherine Middleton, and it feels like London has been turned into one big Union Jack.

I planned my wedding in Microsoft Project, and I’m not the only project manager who considered their big day worthy of proper planning. Peter Taylor was interviewed recently on The Project Management Podcast and said that planning his wedding turned into a project:

It’s not easy to disconnect yourself in what you do workwise when you’re a project manager and actually planning a wedding, I approached it in a project management style because there was lots to do.

I imagine that Peter’s wedding wasn’t on the scale of the ceremony today, and neither was mine. So what have William and Kate had to do to get ready for today?

  • Sort out a guest list and invites for 1,900 people.
  • Organise the seating plan for the cavernous building of Westminster Abbey.
  • Organise transport for the day, including a Rolls Royce Phantom VI, which was presented to the Queen in 1978 for her Silver Jubilee by the Society of Motor Manufacturers and Traders, which will take the bride to the service.
  • Make contingency plans for wet weather (they’ll use The Glass Coach instead of the 1902 State Landau if it’s pouring with rain when they leave the Abbey).
  • Agree on music and organise people to sing and play it, including military bands for the processional route.
  • Organise a wedding ring. Fortunately the Queen had some gold available and gave that to William shortly after the couple got engaged. Even so, there was still designing of the ring to do.
  • Taste lots of cakes and order one. Or in this case, two. There’s a traditional fruit cake and a chocolate biscuit cake due at the receptions.
  • Book a photographer.
  • Set up a gift list – the couple have opted for donations to charities instead, so they haven’t had to traipse around John Lewis scanning pans, but they have had to decide on which charities made their list.
  • Organise the service and prepare an order of service – although Royal tradition dictates that this is actually a ‘programme’.

And of course,

  • Find a dress.

Red, white and blue balloons They also had some things on the project plan that most brides and grooms don’t have to do:

  • Organise the broadcast of the wedding live on YouTube.
  • Liaising with HQ Household Division, the Military Headquarters charged with planning and executing the military element of State Ceremonial events in London.
  • Liaising with the ceremonial team in the Public Order Planning Unit of the Metropolitan Police which plans for the policing of the Royal Wedding. Comprising two officers and one member of police staff, the team is responsible for making sure the entire policing operation of around 5,000 officers is appropriately resourced and provided with logistical support.
  • Arrange for 35 specially trained search dogs and their handlers to monitor security.
  • Organise a military flypast.

All that takes some serious project management! Most brides I have spoken to have something go wrong on the day, so fingers crossed for the weather and I hope that all the arrangements go as planned. And if you are benefiting from the extra bank holiday, have a great day!

5 comments

Project success story: building a new steel plant

Have you ever wondered who makes the cables that hold up lifts (that’s elevators, for you people on the other side of the pond). Emocables makes them, and this video is from the Project Flow conference, where Emocables CEO Felipe Caballero talks about a complex project to set up a new steel plant in Columbia.  How did they cope when the machines were ready to be installed but there was no electricity at the new factory?  How did they cope with poor weather?  It was a challenging project, but good project management practices helped them shave 4 months off the expected execution time for the new facility.

This video was produced by Realization, which has a critical chain methodology that Emocables use for project execution.  Sadly, I didn’t get to go to Chicago to participate in the conference first hand…

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Managing change on projects: James T. Brown at Synergy 2014

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Synergy 2014: Conference Highlights

“When what you do is not unique, the way that you do it makes the difference.” That’s how Ricardo Triana, Chair of the 2014 PMI Board of Directors opened Synergy last Thursday. Synergy, organised by PMI’s UK Chapter, was attended by around 600 project managers from around Europe. “Project management,” Ricardo went on to say… Continue Reading->

Why Project Management Is Like Surviving The Hunger Games

**Spoiler alerts** Don’t read this if you haven’t read the first book of The Hunger Games series. It’s the UK general release of The Hunger Games: Mockingjay Part 1 this week. Selecting the team for the District, planning for the Games, sharing a clear objective. Sounds like project management, doesn’t it? Here’s why project management… Continue Reading->