Thursday, February 10, 2011

Managing The Creep!

While reflecting on the topic of "managing the creep", the term has a double meaning that evokes vivid memories of my all time worst Project from Hell. I was a fairly new senior instructional designer, also acting as the ISD Project Manager, when I was faced with an absolute nightmare in terms of scope creep. The project consisted of approximately 80 short courses that contained close to 200 Adobe Captivate simulations. The client/sponsor – a director from a business sales organization – was seasoned, smart, reasonable and would defer to the “training professionals” when it came to the training plan. The negotiated timeline, at the beginning of the project, was attainable. I had an extremely talented developer (contractor) working with me on the project. While the project was daunting and slightly complex, I felt confident that we could meet or exceed our client’s expectations. All was right with the world! My developer and I were excited and motivated to “knock it out of the ballpark” for this client, who was such a joy to work with. We were equally committed to creating a dazzling product for her! Then the shoe dropped. There was a reorganization that was taking place and downsizing was imminent. Our sponsor had to deal with more pressing business issues. The client hired a contractor (previous employee) to manage the project for her. She gave total control and authority to the PM. This was when our lives changed. Our previously stable timeline and steady progress became a daily battle in an effort to “manage the creep”. The new PM insisted on adding audio to the simulations – and declared that she would narrate them! Her voice was less than professional sounding. (I’m being kind) This was exacerbated by constant changes and moving targets created by the PM. What was a stable training plan and scope of work, became a constant wrestling match to deal with the PM moving the targets. When I tried to reach out to the project client/sponsor for help and a voice of reason, the PM became a wedge between us and put her spin on the message. So much so that the client would simply defer to the PMs decision because she was simply overwhelmed with the well being of her organization. And as the client deferred to her, the PM became more aggressive and demanding. This nightmare culminated in a weekend that brought some professional regrets on my part.

It started when one last round of changes required that my developer and I work around the clock to meet the deadline. We started early Friday morning – he in Chicago at 8am CST and me in San Francisco at 6am PST – and we worked around the clock adding the narration audio files that she had continually revised. We spent hours adding the audio files and adjusting the Captivate simulation timelines… a tedious and time consuming process as some of you might know! We finally finished at 3pm PST on Saturday afternoon… after working through the night. I think I developed carpel tunnel syndrome in a single weekend as a result of manipulating those simulation timelines! But, we were so proud of ourselves at that point – we had met the challenge! We agreed to regroup on Sunday morning after getting some sleep. At that time, we’d fine tune and polish up our final products. And we did. And we were proud of the dedication we’d shown in meeting the deadline, despite the changes.

Next… a meeting on Monday morning with the PM… and we couldn’t wait to say “We did it! We busted our behinds… but we got it done!” [What was unsaid: “Despite your ridiculous demands, your disrespect and ignorance of the process and the unreasonable timeline, we’ve produced something good… even if your speaking voice sucks!”] So… we “arrive” at the virtual meeting (audio conference call)… and announce that we had completed adding the narrations to the simulations, meeting the project deadline. And without acknowledging our effort and achievement, the PM begins browbeating my developer. She begins complaining about some insignificant document that he hadn’t updated or sent to her. She said she had additional changes – she had rerecorded audio over the weekend – and expected the updates to be completed within the week. This was the last straw for me. A quiet storm came over me and I calmly asked her not to speak disrespectfully to [let’s call him Jason] and that we both had worked tirelessly – for 33 hours straight on Friday/Saturday – to integrate the audio files that she had insisted upon and were outside the original scope of the project. The call duration was up and the call ended. I wrote a scathing email to my boss, her boss, both our bosses’ boss, and hit send. [Always good to calm down before hovering and plowing down on that SEND button!]

I won’t go into the coaching I received from my boss nor the drama that ensued as a result of the escalations. Quite honestly, it was worth it! The PMs abuse and misuse of power had become too much to bear. However, I am sad to say that later that day my dedicated, talented developer walked out on the job. I had never experienced that nor have I experienced it since. He called me later that evening and said he was sorry and that he loved working with me but he wouldn’t work with her any more.

Bottom line: I will always see this as my failure. I was a naïve, new ISD PM and I didn’t know how to say “No” or deal with the dynamics of a very complex situation. If I had it to do over again, I would have implemented a change management plan and communication plan (Stolovich, 2010). I would have managed the scope creep much more aggressively and methodically. This was a huge learning experience that matured me professionally. It was painful, but it made me stronger as an instructional designer and project manager. Portny, et. al. define scope creep as: “The natural tendency of the client, as well as project team members, to try to improve the project’s output as the project progresses.” What Portney, et. al. don’t say in this definition is the power and importance of … “Just say NO!”

References

Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. E. (2008). Project management: Planning, scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons, Inc.

Stolovich, M. (2010). Creating a resource allocation plan. [Online video]. Laureate Education, Inc. Retrieved from http://sylvan.live.ecollege.com/ec/crs/default.learn?CourseID=4744643&Survey=1&47=6446186&ClientNodeID=984650&coursenav=1&bhcp=1

3 comments:

  1. Hi Beth,

    Although I enjoyed reading your post I also felt your pain. At times I have taken on projects and when I look back I believe I should have looked more closely upfront. Sometime I am skeptical if something is going smoothly or appears to easy. Confidence is necessary but overconfidence for me can lead to longer hours and sleepless nights. Allowing a contingency plan for time is probably just as important as a 20% plan for funding.(Stolovich, 2011) Maureen

    Stolovich, H. Monitoring Projects Laureate Education Inc. Baltimore, MD

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  2. Hi Beth,

    I'm sorry for your pain in this project, but I did laugh out loud a few times as I read your blog. Excellent post! I laughed, because I've been in the same spot and humor usually reflects our look at a crazy reality at times.

    I think your hind site is great - a strong formal change management document/process may have helped. Although with a PM like you've described it probably wouldn't have been a full cure. Portny et al talk about the process of keeping all stakeholders involved and having a formal sign off process through that group (Portny, 2008). However, I've had projects such as yours where some key players remove themselves from the project and you just cannot get them back in. Looking at risk factors this week made me think one of the greatest risks is a turnover of key project team members. I wonder if the original PM could have committed to at least an initial meeting with the new PM and your team to get everyone's agreement on scope, communication processes, and change request processes?

    I think another warning flag for all of us should be - when we see a project as one that is going to be fantastic and smooth sailing.... we better prepare for some stormy water.

    Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. E. (2008). Project management: Planning, scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons, Inc.

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  3. Hi Beth,

    Managing the "Scope Creep" can surely be creepy!
    Rome was not created overnight, with that said, I know that the lesson was learned and that you will always reflect on that former ID expereince to demonstrate what you have learned and why you are a more competent and confident ID in the 21st century.

    Carmen

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