Double Your Income With a Workflow Audit

Audit workflow management

We’ve all read a three-star Google review that goes something like: “Great product, once it finally arrived. And the website is a mess. Took me forever to place the order.”

For any type of business, building a great product is a significant milestone. It can take years. Yet even when the product or service has achieved perfection (or something like it), most businesses continue to struggle with something. Maybe payments chronically arrive late, creating cash flow issues, clients rarely return for repeat business, or bottlenecks always form in the production line.

At some point in the evolution of a business, leveling up means playing an entirely different game. It means looking away from the product for a time, and honing in on the process.

If you’re discouraged by patterns of mediocre customer reviews, or you’re tuckered out at the end of every week, yet still not able to make ends meet, the solution may entail slowing down, pressing pause and taking a step back.

Managing a workflow audit gives you the perspective to fine-tune a business and get it purring like a newly rebuilt engine. Let’s clarify just what one is, then outline how you do a workflow audit.

Breaking Down a Workflow Audit

Breaking Down a Workflow Audit

Sometimes an owner purchases a business and the systems and processes are already well-established. At other times, he or she builds the process organically. In either instance, the owner is in the unique position not only to run the business, but adjust and fine-tune it as well.

An audit, broadly defined, is a methodical examination. A workflow audit simply entails scrutinizing each and every work stage within a business, in order to identify places where the foundation is shaky or to find floorboards that need to be replaced. Repairing these weak areas allows a business to level up and grow.

All businesses are complex and each is a little different. However, most can be broken down into similar distinct stages. Using the example of a coffee shop, let’s look at some significant areas to cover in a workflow audit.

1. Current Data & Metrics

Performing a successful workflow audit entails gathering metrics on the current state of the business. In a coffee shop, for example, it’s necessary to know things like the average time it currently takes for a customer to place an order, and the percentage of customers who provide feedback on their experience.

Having these benchmarks allows you to evaluate the effectiveness of the audit. For example, if the order time decreases by 20% after a workflow audit, then it’s clear the tweaks were really an improvement.

2. Intake

Intake is the preliminary interaction with a customer. In a coffee shop, it’s when a customer stands at the counter and places his or her order.

If you’ve ever been in a coffee shop line that’s moving at glacial speed, you have an idea of how to spot a red flag at this stage. Improving intake entails examining the current order method, then tweaking it with something like creating a simpler menu.

3. Production

This is the stage in a business process where the employee fulfills the customer’s order. In a coffee shop, it entails making a latte or heating up a scone and serving it to the customer.

Significant delays in fulfilling orders may indicate inefficiencies in the production process. Looking closely at the current process, then making tweaks (such as purchasing additional equipment or rearranging the space) may well improve metrics at this stage.

4. Payment

Payment is central to any business, no doubt about it. In a coffee shop, the payment comes at the very beginning of the order. However, in many businesses, payments are received at various stages throughout the relationship with the client, or else the client is billed entirely upon the completion of the service.

In a scenario such as a coffee shop, a common problem is the payment process taking too long and creating a bottleneck. This can be improved by upgrading payment technology. In other businesses, a common problem is that payments consistently arrive well after their due date. Remedying this problem may entail properly onboarding and training clients with the company’s payment method.

Customer Satisfaction

5. Customer Satisfaction

Evaluating customer satisfaction is critical. If the customer isn’t happy, then the business isn’t happening! It entails looking closely at the number of clients who return for repeat service and what clients say in feedback, both formally and informally.

A low rate of repeat clients means it’s time to employ some client retention strategies. In a coffee shop, for example, this might mean offering perks or discounts to customers who make a certain number of purchases.

These five bullet points cover some key areas to include in a workflow audit, but it’s by no means an exhaustive list. Identifying the various work stages for your business entails looking closely at every step in the process, from marketing and drumming up new clients, all the way to following up with clients and soliciting repeat service.

The key to performing a workflow audit is digging down to identify root causes to problems, and not providing band-aid solutions. For example, if washing dishes in a cafe takes too long, the solution isn’t necessarily to hire a second employee. Rather, it may be to rearrange the equipment or purchase better equipment to make the process faster.

A workflow audit isn’t a one-time event. It’s necessary to fine tune and tweak processes, then examine the new metrics on a quarterly or biannual basis to understand how the changes are working. It’s a healthy practice for any business to perform a workflow audit twice a year, such as one time after tax season, then a second time in the fourth quarter.

Conclusion

We’ve all heard the expression that a stitch in time saves nine. Sometimes the idioms really are true to life. As much as we might want to stay on the business treadmill, a workflow audit means ignoring a compulsion to go, go, go.

Every business gets to a stage where the only way to move forward is to take a step back, to look at processes, to evaluate systems, to identify bottlenecks and to creatively seek solutions.

It may feel indulgent or counterintuitive, but to quote Abraham Lincoln, “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.”

Thoughtful preparation is central to maximizing the potential of your business. The time spent performing a workflow audit (evaluating systems and tweaking processes) ensures fluidity within each work stage.

If you feel like you’re always reacting to things in your business and never have the time to plan, or if your marketing methods don’t reel in the quantity of new customers you need, then a workflow audit is just the solution.

When choosing platforms to assist with streamlining your processes and systems, look no further than Teamly! Our one-stop platform for remote companies allows you to pair your superb product or service with systems that facilitate an efficient business.

Why you should use Kaizen for your Project Management Team

Kaizen Project Management

If you want to be at the top of your game, you need to continuously improve. This is true for life as well as businesses. Kaizen is built on the idea that small changes lead to big improvements over time.

The beauty of Kaizen is that it can be tailored to fit any type of situation. Whether you’re trying to increase productivity in the workplace or streamline a project, Kaizen can help you achieve your goals.

In this post, we’ll look at the Kaizen approach in greater detail and show you how to optimize your project teams by using its process.

Kaizen Meaning

What is Kaizen?

Defined

When broken down etymologically, Kaizen translates “change” (kai) and “good” (zen). Together, these words form the basis of the Kaizen philosophy: “change for the better.” In business, this means striving for continuous improvement in all areas of the company. This could be anything from improving customer service to increasing productivity.

The key principle is that small incremental improvements lead to big transformations over time. Or another way to say it is, that it’s all about making incremental changes that add up to create significant results.

In essence, Kaizen is part philosophy and technique. The philosophy emphasizes the mindset of always looking for ways to improve and never being satisfied with the status quo. The technique provides a framework for solving specific problems or improving specific areas.

Origins

It was first introduced into Japanese businesses after World War II as a way to improve productivity and quality. It was specifically used in the automotive industry, which was struggling to compete with Western companies. The Kaizen approach has since been adopted by companies all over the world, including some of the largest and most successful organizations.

Kaizen Project Management Approach

Kaizen approach: Project Management

If Japan’s competitive success after WWII was any indication, it seemed that the Kaizen approach could work for other businesses outside of Japan. And it has. Kaizen principles have been adopted by project management teams from all over to help create actively engaged and high-performing teams.

There are several reasons for this.

For one, the Kaizen approach helps to identify and reduce waste in all forms. This is important because it can help teams to focus on the most important tasks and avoid distractions that can lead to project delays.

In addition, Kaizen philosophy encourages everyone to be actively involved in continuous improvement processes. This sense of ownership and responsibility can help to engage team members and get them more invested in the success of the project.

Finally, the Kaizen approach can help to create a culture of continuous learning. By encouraging team members to share their knowledge and experience, you can create an environment where everyone is constantly learning and growing. This type of culture is essential for long-term success.

What’s the time commitment?

Kaizen activity for project management usually takes place in short, daily, or weekly intervals called “Kaizen events.” These events are designed to focus on a specific process or area that needs improvement.

During a Kaizen event, the team will brainstorm ways to improve the process and then implement those changes. The hope is to make continuous improvements to your business processes that will lead to better overall results.

Different uses…

You can use Kaizen in several different ways:

  • To improve productivity in the workplace
  • To reduce waste and unnecessary costs in a business
  • To streamline processes
  • To improve quality control
  • To enhance customer service

How Kaizen program management works

How Kaizen program management works

If you want to try out the Kaizen approach for your next project, there are a few things you need to keep in mind…

First, aim for small but consistent execution

The key to success for project managers is to aim at continual improvement. This should help your project team enhance their quality management by implementing improvements.

If you were a management consultant, you would focus on helping the team to identify areas for improvement and then developing a plan to tackle those areas. This could involve anything from process changes to new methods of communication.

Second, use structured frameworks

Structured frameworks are an important part of Kaizen program management. It provides a level of direction for your team to follow as they strive for continual improvement.

There are a few different frameworks you can use, but one of the most popular is the PDCA cycle.

The PDCA cycle stands for Plan, Do, Check, Act. This framework helps you to identify a problem, come up with a plan to solve it, execute the plan, and then check the results to see if the problem has been solved or if there is room for more improvement. If not, you can adjust your plan and try again.

Third, find and eliminate waste

To optimize your project team’s productivity, you need to focus on eliminating waste. This could be anything from unused materials to wasted time.

There are a few different ways to do this:

  • For one, you could streamline your processes. This involves anything from automating tasks to eliminating unnecessary steps.
  • Another way to eliminate waste is by identifying and eliminating bottlenecks. This could involve anything from improving communication to investing in new technology.
  • Finally, you could focus on improving quality control. This means ensuring that your team is following best practices and that they are catching errors early on.

Fourth, identify problems in processes rather than people

This means that you should look for ways to improve the process itself rather than trying to find someone to blame.

For example, if there is a problem with communication, you should focus on finding a way to improve communication rather than placing blame on any one person.

The same goes for any other area where you see a potential problem. It’s important to remember that team members are more likely to be open to change if they feel like you’re making small improvements to dial in the process rather than finding someone to blame.

Leverage digital tools

Fifth, leverage digital tools

There are a few different ways to use digital tools to support your Kaizen program management.

For one, you can use project management software to help you plan and execute your Kaizen events.

You can also use data analytics tools to help you identify areas of improvement. These tools can help you track metrics and understand how your team is performing.

Finally, you can use software tools to share information with your team. This could be anything from using a chat tool to set up a shared document repository.

One huge benefit to leveraging digital tools is that modern technologies can help you identify transformational projects that will have the biggest impact on your organization. In other words, it can help you focus on the right things so that you can continuously improve.

Sixth, standardize operation procedures

One way to ensure that your team is consistently improving is to standardize operation procedures also known as SOPs.

This means that you should document the best way to do things, i.e. benchmarking, and then make sure that everyone on your team is following those procedures. Without benchmarking it’s difficult for businesses to analyze the results and it will be nearly impossible to measure improvements resulting from Kaizen Events.

Summary to article

If you want your team to be productive, you should consider using the Kaizen approach. Not only will it help you improve processes, but it’s also low pressure and low stress due to its focus on small, incremental changes.

So, if you’re looking for ways to improve communication or eliminate waste, Kaizen could be a good fit for you.

The Essential Guide to Onboarding New Managers: Setting the Tone for Success

Onboarding a new manager

Being a manager can be incredibly stressful. After all, you’re responsible for ensuring your staff is connected, efficient, and productive.

But imagine if you had to take on that role in a new company. Suddenly, you’re not only responsible for your team, but also for getting acclimated to a new work environment and corporate culture. It can be daunting, to say the least.

That’s why it’s so important for businesses to have an onboarding process for new managers.

Unfortunately, most businesses don’t give the onboarding process nearly enough attention. A recent study by Gallup found that only 12% of employees in the workforce feel the onboarding process for new hires was good.

12% is shockingly low, this means that there’s a lot of room for improvement when it comes to getting new managers acclimated to their role. The danger here is if the onboarding process fails, it can lead to a whole host of problems, including decreased productivity, high turnover rates, and a negative impact on company culture.

That’s why It’s important to have a strategy for onboarding new managers. In this article, we’ll share the most effective ways to quickly get new managers up to speed and ready to lead.

Big challenges to onboarding quickly

The five big challenges to onboarding quickly…

Onboarding a new manager into an active team dynamic can be difficult. It’s like getting a new player into the game in the middle of the fourth quarter. The new manager is coming in at a time when things are already in motion and they need to quickly assess the situation, learn the rules, and start contributing. It’s a tough but essential task that requires careful planning and execution.

But first, let’s take a look at the five big challenges to onboarding quickly:

1. Learning the ropes of the organization

The first challenge is learning the ropes of the organization. Your new manager needs to understand the company’s culture, values, and goals. They also need to learn about the team’s dynamics, how decisions are made, and who the key players are. All of this can be a lot to take in, especially if the organization is large or complex.

But with the right support, the new manager can quickly get up to speed and start contributing. The key is to give them the resources they need to learn about the organization and their team. Repetition is also important. The more times they see or hear something, the more likely they are to remember it.

2. Establishing trust

Trust is key in any relationship, but it’s especially important in a manager-employee relationship. Your new manager needs to earn the trust of their team before they can start leading effectively. This can be a challenge, especially if the team is resistant to change or skeptical of new leaders.

The best way to build trust is to be open, honest, and transparent. Your new manager should share their vision for the team and the organization, and they should be clear about their expectations. They should also take the time to get to know their team members on a personal level.

The fact is that building trust generally takes a long time, but there are certain things you can do to help speed up the process.

First, allow them to shadow someone who is already established in the organization. This will help them to see how things are done and get a feel for the culture.

Second, introduce them to key stakeholders and decision-makers. This will help them understand the hierarchy and how things work.

Lastly, give them opportunities to lead. This will help them to prove themselves and build trust with their team. Ultimately the speed of established trust will depend on the individual and your work culture.

Getting up to speed

3. Getting up to speed

Another huge challenge is getting up to speed quickly. Your new manager needs to learn about the team’s goals, objectives, and deadlines. They also need to understand the organization’s processes and procedures. All of this can be overwhelming, especially if they’re coming into a fast-paced environment.

The key is to give them time to adjust and ease into their new role. Start by giving them small tasks and gradually increasing their workload as they get more comfortable. Momentum is your friend here. The more they do, the more confident they’ll become.

It’s also important to give them a clear understanding of what is expected of them and what the process is for accountability.

Do you remember what it was like when you started your first job? It’s normal to feel a bit lost and uncertain in the beginning. The key is to be patient and give them the time they need to get up to speed.

4. Managing expectations

The new manager needs to set realistic expectations for their team and manage the team’s expectations of them. This can be difficult, especially if the team is under a lot of pressure to perform.

The key is to have a clear understanding of what the team is capable of and what their goals are. Once you have that, you can start setting realistic expectations. It’s also important to keep the lines of communication open and honest. This will help to prevent misunderstandings and miscommunication down the line.

To the degree that expectations are met, the team will begin to trust their manager. As that trust builds, so will the team’s performance.

5. Making an impact

The fifth challenge is making an impact. The new manager needs to make a positive impact on the team and the organization. They need to demonstrate their leadership skills and add value to the team. This can be difficult, especially if the team is already high-performing.

The challenges above are just a few of the many that businesses face when onboarding new managers. But don’t worry, there are ways to overcome these challenges and ensure a smooth transition.

Stages of onboarding

The four stages of onboarding…

We identified four distinct stages that are essential for a successful onboarding process. By following this structured process, you can onboard new managers quickly and effectively. The process consists of four stages: 1. Pre-arrival, 2. Arrival, 3. Assimilation, and 4. Integration.

1. Pre-arrival:

There’s a good chance that during the interviewing process, the organization didn’t do a very good job of orienting the new manager to what they will actually be doing. The pre-arrival stage is your chance to make up for that.

During this stage, you’ll need to gather information about the organization and the team. This needs to be the most potent and accurate data set you can provide.

Really what you want here is to offer information that gives the most amount of context about what the manager will experience in their role and on their team. The goal is to help the new manager understand the culture, values, goals, and expectations of the organization.

Make sure the new manager has answers to the following questions: What is the organization’s history? What are the organization’s values? What are the organization’s goals? What is the team’s purpose? Who are the key players on the team?

You’ll also need to develop a plan for the new manager’s first few days. This will help them get up to speed quickly and make a positive impact on the team.

Create a checklist for pre-arrival.

  • Confirm the new manager’s start date.
  • Gather information about the organization.
  • Gather information about the team including previous projects’ successes and failures.
  • Develop a plan for the new manager’s first few days.
  • Create a communication plan.
  • Prepare for the new manager’s arrival.

Manager Arrival

2. Arrival:

Right out of the gate, you need to make a good impression. Putting on hospitality and welcome is crucial during this stage. The new manager should feel like a valuable member of the team from the start.

The goal is to make the transition as smooth as possible. To do that, you need to have a plan and you need to stick to it. This plan will help the new manager get acclimated to their new surroundings quickly.

First, you’ll need to give them a tour of the office and introduce them to their team. They need to make contact with as many of the important people as possible and get a sense of the company culture.

Next, you’ll need to go over the company’s policies and procedures. This is important so that the new manager knows what’s expected of them. They should also have a clear understanding of the company’s values.

But be sure to not overwhelm them with too much information at once. All they need is the necessary information so they can take the next steps.

Finally, you’ll need to set up some time for the new manager to meet with their direct reports. This is an important step because it will help the new manager get to know their team and build trust.

Create a checklist for arrival

  • Make a good impression.
  • Welcome the new manager.
  • Give them a tour of the office.
  • Introduce them to their team.
  • Go over the company’s policies and procedures.
  • Set up some time for the new manager to meet with their direct reports.

Assimilation

3. Assimilation:

After the initial flurry of activity, it’s time to get down to business. During this stage, you have two essential objectives: help the new manager get up to speed and start contributing to the team.

Essentially, assimilating managers to your team is about education and connection. And it’s more like a crockpot than a microwave. It takes time and you need to be patient. That’s why it’s imperative to never forget that they need time to adjust to their new surroundings. Start slow and ramp up the pace as they get more comfortable.

You’ll need to provide the new manager with the resources they need to be successful. This includes things like access to information, training materials, and support from other members of the team. It also includes current projects so they can hit the ground running. The goal is to get the new manager up to speed as quickly as possible so they can start making a positive impact on the team.

But it’s not just about giving them the resources, it’s also about helping them connect with the right people. The new manager should feel like they have a support system in place. They should know who to go to for help and advice.

One of the best ways to do this is to set up regular check-ins. This allows you to see how the new manager is doing and offer assistance if needed. It also gives the new manager a chance to ask questions and get feedback.

Create a checklist for assimilation

  • Provide the new manager with relevant project resources.
  • Help them connect with the right people.
  • Set up regular check-ins.

Integration

4. Integration:

After the honeymoon period is over, it’s time to focus on the future. During this stage, you’ll need to help the new manager develop a vision for their team. You’ll also need to start working on long-term goals. The goal is to help the new manager settle into their role and start making a lasting impact on the team.

This will create even more momentum as the new manager starts to see their vision come to life. And as they start to achieve their goals, they’ll gain even more confidence in their abilities, ensuring retention for the long haul.

One of the best ways to do this is to create a roadmap. This will help the new manager see where they need to go and what they need to do to get there. It’s also a great way to track progress and keep everyone on the same page.

Another important thing to remember is that integration is a two-way street. It’s not just about integrating the new manager into the team, but also about integrating the team into the new manager’s vision. This means involving them in decision-making and giving them a say in how things are done.

Create a checklist for integration

  • Create a roadmap.
  • Include the new manager in decision-making.
  • Give them a say in how things are done.

Evaluating the onboarding process

Evaluating the onboarding process for future hires…

After the dust has settled, it’s time to sit back and assess how things have gone. This is an important step in the onboarding process because it allows you to identify areas that need improvement.

One of the best ways to do this is to solicit feedback from the new manager. They’ll be able to tell you what worked well and what didn’t. This feedback is essential for making sure that the next onboarding experience is even better.

You should also involve the rest of the team in the evaluation process. They’ll be able to offer valuable insights into how the new manager is doing. And they may even have some suggestions for improvement.

Finally, don’t forget to celebrate your successes. This is a big accomplishment for both the new manager and the team. Take the time to pat yourselves on the back and enjoy the fruits of your labor.

Conclusion

Onboarding a new manager can be a daunting task, but it’s also a vital part of any business. By following these simple tips, you can help the new manager settle in and start making a positive impact on the team. And as they continue to integrate into the role, the momentum will only increase. So take a deep breath and dive in. The rewards are well worth the effort.

Don’t Let Asset Management Problems Derail Your Project

Asset management problems

Imagine this: You’re a project manager tasked with overseeing a new project. The project is already behind schedule and over budget, and the last thing you need is a delay caused by poor asset management.

Unfortunately, that’s exactly what you’re facing. Inaccurate tracking of replacement parts has resulted in a shortage of crucial supplies, and the budget for repairs has been woefully inadequate. As a result, the project is further behind schedule and the costs are spiraling out of control.

Imagine how frustrating this would be! You’re doing your best to manage the project and keep it on track, but poor asset management is making your job nearly impossible.

This is a very common issue and one that can easily derail a project if it’s not dealt with quickly and efficiently. By being aware of the most common asset management problems, you can take steps to prevent them from happening in the first place.

In this article, we’ll take a deeper look at the most common asset management problems and offer some tips on how to avoid them.

Assets are…

Assets are exactly what they sound like – anything that’s used to complete a project. This can include physical assets like tools, equipment, and machinery, or intangible assets like software licenses and intellectual property.

Common asset management problems

Analyzing the most common asset management problems

Asset management is a crucial part of any project, yet it’s often one of the most overlooked aspects. It may lead to a series of issues, any of which might result in lengthy delays or even project failure.

Poor asset management can cause several problems, including:

  • Inaccurate tracking of assets can lead to shortages of crucial supplies.
  • Failing to properly budget for replacement parts, can result in unexpected and costly repairs.
  • Losing track of service contracts and warranties can result in expensive repairs or replacements.
  • Not keeping track of asset maintenance, can lead to breakdowns and delays.
  • Liabilities and safety risks resulting from inadequate asset maintenance.
  • Failing to understand how assets depreciate.

Inaccurate Tracking of Replacement Parts

One of the most common asset management problems is inaccurate tracking of replacement parts. Usually, this happens because there’s no centralized system for tracking assets. As a result, individual team members are left to keep track of their supplies, which can lead to shortages of crucial parts.

To prevent this, it’s important to have a centralized system for tracking assets. This can be as simple as using asset management software or keeping a physical inventory of supplies.

Or you could avoid this by over-ordering replacement parts. This may seem like a waste of money, but it’s often cheaper in the long run than having to stop work to order more parts.

Failing to Properly Budget for Replacement Parts

Another common asset management problem is failing to properly budget for replacement parts. This can happen when asset managers don’t have a clear grasp of the ownership costs. As a result, they underestimate the cost of replacing parts and wind up with an insufficient budget.

This can often happen in companies that own a lot of assets. For example, a company that owns a fleet of vehicles may not realize how much it costs to replace the tires on all of their vehicles. As a result, they may budget too little money for tire replacement and end up having to stop work to order more tires.

To avoid this problem, it’s important to have a clear understanding of the costs of ownership. This includes not only the cost of the replacement parts but also the cost of labor, shipping, and any other associated costs. Once you have a clear understanding of these costs, you can develop a realistic budget for replacement parts.

Losing Track of Service Contracts and Warranties

Another common asset management problem is losing track of service contracts and warranties. This can happen when asset managers fail to properly maintain records of these agreements. As a result, they may end up paying for expensive repairs or replacements that could have been covered by the warranty.

For example, imagine that your business purchased several computers two years ago. The warranty on these computers is set to expire in a few months. However, you can’t find the service contract and don’t know if it’s still valid. As a result, you may end up paying for repairs that could have been covered by the warranty.

This is why it’s important to keep meticulous records of all service contracts and warranties. This includes not only the contact information for the vendor but also the terms of the agreement. By keeping these records up to date, you can ensure that you’re always aware of which repairs and replacements are covered by a warranty.

Not Keeping Track of Asset Maintenance

Not Keeping Track of Asset Maintenance

Another common asset management problem is not keeping track of asset maintenance. This can happen when assets are spread across multiple locations and team members don’t have a clear understanding of who is responsible for maintaining them. As a result, assets are not properly maintained and can break down, which can cause delays.

So that’s why it’s important to have a clear understanding of who is responsible for maintaining each asset. This can be done by keeping a central database of asset maintenance records or by using asset management software.

Liabilities and Safety Risks Resulting From Inadequate Asset Maintenance

Another common asset management problem is poorly maintained assets. This can happen when team members get lazy about maintaining assets or when there’s no clear system for maintaining assets. As a result, assets break down and need to be repaired or replaced, which can cause delays. If not properly maintained, assets can also pose safety risks to workers.

To avoid this problem, it’s important to have a clear system for maintaining assets. This can be done by using asset management software or by keeping a central database of asset maintenance records. It’s also important to make sure that team members are properly trained in how to maintain assets.

Failing to Understand How Assets Depreciate

Another common asset management problem is failing to understand how assets depreciate. This can happen when team members don’t have a clear understanding of the depreciation schedule for an asset. As a result, they may make poor decisions about when to replace an asset.

Imagine that your business owns a lot of equipment that is used in the production process. This equipment has a lifespan of five years. However, team members only budget for replacements every 10 years. As a result, the equipment breaks down and needs to be replaced more often than necessary, which can cause delays.

To avoid this problem, it’s important to have a clear understanding of the depreciation schedule for each asset. This can be done by using asset management software or by keeping a central database of asset depreciation records.

Asset management

To summarize so far…

Poor asset management can cause a number of common problems for project managers, including inaccurate tracking, failing to properly budget for replacement parts, and not keeping track of asset maintenance. These problems can cause serious delays and even project failures. By being aware of these potential issues and taking steps to prevent them, you’ll be in a much better position to manage your projects successfully.

Protips for Avoiding Asset Management Problems

Now that you understand some of the most common asset management problems, now it’s time to optimize and clarify your own asset management processes. Check out these tips to get started:

Protip #1: Meticulous Inventory

Keep a detailed inventory of all assets. This includes everything from tools and equipment to software licenses and intellectual property. Be sure to include serial numbers, purchase dates, and other pertinent information.

Most businesses keep a central database of all assets. This can be done using asset management software or by simply maintaining a spreadsheet. However, some businesses choose to keep paper records. Whichever method you choose, be sure that all team members have access to the records and know how to update them.

Protip #2: Key Personnel

Establish who is responsible for each asset. This includes everything from maintaining the asset to making sure it’s properly used. Be sure to include this information in your asset records.

Be sure to schedule regular check-ins to ensure that team members are properly using and maintaining assets. This can be done through asset management software or by simply holding regular meetings.

Protip #3: Budget For Depreciation

Budget for replacement parts and depreciation. This includes factoring in the cost of repairs, replacement parts, and depreciation when making budget decisions. Be sure to include this information in your asset records.

Make sure to budget for unexpected repairs and replacements. This can be done by setting aside a certain amount of money each month or by creating a dedicated repair and replacement fund.

Keep a Depreciation Schedule

Protip #4: Keep a Depreciation Schedule

Develop a clear understanding of the depreciation schedule for each asset. This includes knowing when an asset will need to be replaced. Be sure to include this information in your asset records.

Avoid making poor judgments about when to replace an asset by having a firm grasp on the depreciation schedule for each item. This may be performed with asset management software or by maintaining a centralized database of asset depreciation records.

Protip #5: Maintained Assets

Ensure all assets are properly maintained. This includes regular cleaning and inspection. Be sure to include this information in your asset records.

To avoid problems with assets, it’s important to ensure they are properly maintained. This includes regular cleaning and inspection. Be sure to include this information in your asset records.

Protip #6: SOP For Asset Management

Develop standard operating procedures (SOPs) for asset management. This includes everything from how to properly use an asset to how to maintain it. Be sure to include this information in your asset records.

By having a clear and concise SOP, you can avoid many of the common problems associated with poor asset management. This includes everything from misusing an asset to not properly maintaining it.

Conclusion

Inadequate planning often results in extensive delays and even project failures. By being aware of these potential issues and taking steps to prevent them, you’ll be in a much better position to manage your projects successfully.

 

FAQ: for Asset Management issues.

Q: What are some of the most common asset management problems?

A: Inaccurate tracking, failing to properly budget for replacement parts, and poor asset maintenance can all lead to serious delays and project failures.

Q: What should I include in my asset records?

A: Be sure to include serial numbers, purchase dates, and other pertinent information. You should also budget for replacement parts and depreciation.

Q: How often should I check in with my team?

A: Be sure to schedule regular check-ins to ensure that team members are properly using and maintaining assets. This can be done through asset management software or by simply holding regular meetings.

Q: What should I do if I encounter an unexpected repair or replacement?

A: Make sure to budget for unexpected repairs and replacements. This can be done by setting aside a certain amount of money each month or by creating a dedicated repair and replacement fund.

Q: How can I ensure that all assets are properly maintained?

A: By having a clear and concise SOP, you can avoid many of the common problems associated with poor asset management. This includes everything from misusing an asset to not properly maintaining it.

How to Make the Most Out of Agile SDLC For Your Project Management Workflow

Agile SDLC

The Agile methodology is quickly gaining in popularity due to its ability to adapt to changing requirements and fast-paced work environments.

Agile SDLC, or Agile Software Development Life Cycle, is a variation of the Agile methodology that is specifically tailored for software development projects. As with any new methodology, there can be a bit of a learning curve when transitioning to Agile SDLC. However, once you get the hang of it, Agile SDLC can be an extremely effective way to manage your software development projects.

If you’re looking to make the most out of Agile Software Development Life Cycle (SDLC) for your project management workflow, but don’t know how? Don’t worry, we got you covered. In this article, we’ll give you an overview of what Agile SDLC is, how it can benefit your project management workflow, and some tips on getting started.

What is agile SDLC

Everything you need to know about Agile SDLC

What is Agile SDLC?

In general Agile is a method of software development that emphasizes collaboration, customer feedback, and flexible responses to change. The Agile Manifesto, written in 2001, outlines 12 principles that guide the Agile process.

The Agile Software Development Life Cycle (SDLC) is a collection of standards and best practices for applying Agile methods in software development. It’s based on the idea of incremental development, where tasks are completed in small steps or “sprints” instead of all at once. This allows for more flexibility and frequent feedback, which can help avoid costly mistakes.

SDLC Models: Concept and Essentials

Agile is only one of many software development life cycle (SDLC) models. Others include Waterfall, Spiral, and Kanban. Each model has its advantages and disadvantages, so it’s important to choose the right one for your software development team and process.

The Agile methodology is well suited for projects that are likely to experience changes in scope or requirements. It’s also a good choice if you need to move quickly and don’t have time to complete all tasks upfront.

The waterfall model, on the other hand, is better suited for projects with well-defined requirements that are unlikely to change. This model focuses on completing tasks in a linear fashion, which can help avoid confusion and errors.

Kanban is a newer methodology that is similar to Agile in that it emphasizes flexibility and customer feedback. However, Kanban uses a different approach to task management, which can be helpful if you’re looking for an alternative to Agile.

Spiral is another option that combines elements of both Agile and waterfall. It’s often used for projects that are considered high-risk, such as those with new or untested technologies.

What distinguishes Agile SDLC from other Methodologies?

One of the key distinguishing factors of Agile SDLC is its emphasis on collaboration. Agile teams work closely together to complete tasks and make sure everyone is on the same page. This can help avoid misunderstandings and mistakes.

Another key difference is the way Agile handles changes. In Agile, changes are expected and accommodated. This is in contrast to other SDLC models, which may view changes as disruptive.

Agile also uses a different approach to task management. In Agile, tasks are divided into small pieces, or “sprints.” This allows for more frequent feedback and makes it easier to make changes if necessary.

Phases of SDLC

What are the phases of SDLC

There are six phases in the software development life cycle (SDLC), including:

Phase 1 – Planning and Analysis

The SDLC has two stages: the planning stage, in which you’re obtaining needs from your client or stakeholders, and the requirement analysis stage, in which you’re investigating whether or not it’s feasible to build the product.

Whether your project is a go is contingent on many factors, some of which Agile aims to weed out during this phase: unrealistic timelines, inadequate resources, and scope creep. This is where you’ll also develop your product roadmap and high-level requirements.

If you’ve decided that the program or upgrade is suitable for your organization, stakeholders, and end-users, you may go to the second stage.

Phase 2 – Design

In the design stage, the focus is on how the product will be built. The objective is to come up with a detailed plan or blueprint of the software that will guide developers in building it.

The design should take into consideration factors such as performance, security, usability, scalability, and maintainability. This is also the phase where you decide on the technology stack that will be used.

Phase 3 – Implementation or Development

This is the stage where the actual software is coded. The development team takes the design created in the previous stage and turns it into a working product.

They write code, test it, fix bugs, and repeat this cycle until the software is ready for release. Depending on the programming language used, the code can be written in a procedural or object-oriented approach.

Testing

Phase 4 – Testing

After the software is coded, it needs to be thoroughly tested before it can be released. Testing helps identify bugs and errors so they can be fixed. It also verifies that the software meets the requirements specified in the planning and analysis stage.

There are various types of testing, such as functional testing, usability testing, security testing, compatibility testing, and more.

Phase 5 – Deployment

Deployment is the process of making the software available to users. This can involve installing it on a server, making it available for download, or shipping it on a physical medium like a DVD.

The deployment also includes creating documentation and training materials. After the software is deployed, it’s important to monitor its performance and gather feedback so that any necessary changes can be made.

Phase 6 – Maintenance

Once the software is up and running, it needs to be maintained. This includes making sure that it continues to work as expected, fixing bugs and errors, and adding new features or updates.

The maintenance phase can last for the lifetime of the software. Agile SDLC is a continuous cycle so, after each release, the software goes back to the beginning of the cycle to plan for the next release.

Reasons to care about Agile SDLC

The 3 biggest reasons why you should care about Agile SDLC.

There are many reasons why you should care about Agile SDLC, but here are three of the most important ones:

Agile SDLC is adaptable: One of the most appealing aspects of Agile is its ability to adapt to changing requirements. This is possible because Agile focuses on delivering completed tasks in small increments, which allows for more flexibility when changes need to be made.

Agile SDLC is customer-centric: Agile puts the customer at the center of the development process, which means that their feedback is essential to the success of the project. This helps ensure that the final product meets their needs and expectations.

Agile SDLC is fast-paced: Agile is designed for fast-paced work environments, which can be a major advantage if you’re working on a tight deadline. This is because Agile allows you to start seeing results early on and make changes as needed, instead of waiting until the end of the project.

Agile SDLC advantages

10 advantages to adopting an Agile SDLC for your projects.

Not only is SDLC Agile adaptable, customer-centric, and fast-paced, but it also offers many other advantages. Here are 10 of the most notable ones:

  1. Increased flexibility – By working in sprints, you can adapt more easily to changes in scope or requirements.
  2. Improved communication – Because Agile relies on constant communication between team members, stakeholders, and customers, everyone is always on the same page.
  3. Easier collaboration – Due to the increased communication, it’s also easier to collaborate with team members and stakeholders.
  4. More accurate estimates – Since Agile is based on actual data and feedback, rather than assumptions, you can make more accurate estimates of time and resources.
  5. Faster delivery of products and services – Agile’s iterative approach means that you can get products and services to market faster.
  6. Greater customer satisfaction – Agile’s focus on customer feedback means that you’re more likely to deliver what they want.
  7. Better ROI – Agile’s focus on delivering value early and often means that you’re more likely to see a return on your investment.
  8. Reduced stress and anxiety for team members – Agile’s focus on constant communication and collaboration means that team members are less likely to feel isolated or anxious.
  9. Fewer defects in products or services – Agile’s focus on quality means that you’re less likely to ship products or services with defects.
  10. Increased visibility into the project – Agile’s focus on communication and collaboration means that everyone has a clear understanding of the project’s progress at all times.

An Agile SDLC has many benefits that can improve the way your team works together and gets things done. If you’re looking for a more flexible, communication-focused approach to software development, Agile is worth considering.

Challenges of using Agile SDLC

What are some of the challenges of using Agile SDLC?

One of the challenges of using Agile SDLC is that it can be difficult to get started. Agile SDLC requires regular communication and collaboration, which can be tough if your team is not used to working in this way.

Another challenge of using Agile SDLC is that it’s important to be flexible and adapt as needed. The process is iterative, which means that you’ll need to course-correct as necessary. This can be difficult if you’re not used to making changes on the fly.

Finally, Agile SDLC requires customer feedback to be successful. This can be tough to get if you don’t have a good relationship with your customers.

How can you overcome the challenges of using Agile SDLC?

One way to overcome the challenges of using Agile SDLC is to start small. If you’re not sure how your team will react to the process, try implementing it on a smaller scale first. This will give you a chance to work out any kinks before you roll it out to your entire team.

Another way to overcome the challenges of using Agile SDLC is to be prepared to make changes. Agile SDLC is an iterative process, which means that you’ll need to course-correct as necessary. Be prepared to make changes to your process as needed to improve your team’s workflow.

Finally, make sure that you’re regularly getting feedback from customers. Agile SDLC relies on customer feedback to help improve the product or service that you’re delivering. Without this feedback, it will be difficult to make changes and improve your workflow.

Agile SDLC process

How to create an effective Agile SDLC process for your team:

Once you choose to use the Agile software development life cycle, you need to understand how to implement it effectively for your team. Here are some tips:

  • Internalize the values and principles to shift your mindset
  • Commit to the transition as a whole
  • Define the goals and objectives of the project
  • Create a project roadmap
  • Plan the sprint length and release schedule
  • Create detailed user stories
  • Establish a daily stand-up meeting
  • Test the Iteration with your stakeholders
  • Get feedback from customers
  • Course correct as needed

Internalize the values and principles to shift your mindset:

One of the most important things you can do is to internalize the values and principles of Agile. This means understanding that Agile is not just a process or set of tools, but a way of thinking about and approaching work.

Agile teams need to be able to move quickly and adapt to change, which means that team members need to be open to new ideas and ways of doing things. If you’re not sure where to start, the Agile Manifesto is a good place.

Commit to the transition as a whole:

Transitioning to Agile is not something that you can do half-heartedly. Agile requires buy-in from everyone on the team, from the project manager to the developers to the stakeholders.

Without this commitment, Agile will not be successful. Make sure that everyone on the team is on board with the transition and understands what it will entail.

Define the goals and objectives of the project:

Before you can start working in sprints, you need to define the goals and objectives of the project. What are you trying to achieve? What are your success criteria?

If you’re not sure where to start, try brainstorming with your team or conducting a stakeholder analysis.

Create a project roadmap:

Once you know the goals and objectives of the project, you need to create a roadmap that will guide you from start to finish. This roadmap should include milestones for each sprint and a timeline for when each deliverable will be completed.

This helps agile teams focus on the most important tasks and ensures that everyone is always aware of the project’s progress.

Plan the sprint length and release schedule

Plan the sprint length and release schedule:

When creating an Agile SDLC process for your project management team, you need to decide on the length of your sprints and the frequency of your releases.

A sprint, in the context of Agile projects, is defined as a set timeframe (usually 2-4 weeks) during which a specific goal is accomplished. A release is defined as a collection of sprints that together complete a larger goal.

You should base the length of your sprints and releases on the specific needs of your project. For example, if you’re working on a large project with many stakeholders, you might want to have longer sprints so that you can get more work done and get feedback from stakeholders more often.

But if you’re working on a smaller project with fewer stakeholders, shorter sprints might be more effective so that you can make changes more quickly.

Once you’ve decided on the length of your sprints and releases, you need to communicate this to your team so that everyone is on the same page.

Create detailed user stories:

In Agile SDLC user stories can help define project requirements. A user story is a brief description of a feature from the perspective of the person who will be using it.

For example, if you’re working on a project management tool, one user story might be “As a project manager, I want to be able to create tasks and assign them to team members.”

User stories should be specific, brief, and easy to understand. They should also be written from the perspective of the user.

Creating user stories can help your team to better understand the goals of the project and what needs to be done to achieve those goals.

It’s also a good idea to create acceptance criteria for each user story. Acceptance criteria are a set of conditions that must be met for a user story to be considered complete.

For example, the acceptance criteria for the above user story might be “The task creation feature must allow me to create a task, assign it to a team member, and set a due date.”

Creating acceptance criteria can help to ensure that your team is on the same page about what needs to be done to complete a user story.

Daily stand-up meeting

Establish a daily stand-up meeting:

One of the most important aspects of Agile SDLC is communication. To ensure that everyone is on the same page, you need to establish a daily stand-up meeting.

During a stand-up meeting, each team member should briefly answer three questions:

What did you do yesterday?

What will you do today?

Are there any impediments in your way?

The purpose of a stand-up meeting is to ensure that everyone is aware of what everyone else is doing and to identify any potential problems that need to be addressed.

Stand-up meetings should be brief, no more than 15 minutes. And they should be held at the same time and place every day so that everyone can get into the habit of attending.

Iteration with stakeholders

Test the Iteration with your stakeholders:

Remember an iteration is a timebox where you complete a set amount of work within a specified timeframe.

At the end of each iteration, it’s important to test the work that has been completed with your stakeholders. This will help to ensure that the work is on track and that stakeholders are happy with the progress.

Testing can be done in several ways, but the most important thing is to get feedback from your stakeholders. ou can use a tool like Google Forms or any other Google Forms alternatives to create a survey that you send to stakeholders at the end of each iteration.

Or you can schedule a meeting with stakeholders to review the work that has been completed and get their feedback. Whichever method you choose, it’s important to get feedback from your stakeholders regularly.

Get feedback from customers:

In addition to getting feedback from your stakeholders, it’s also important to get feedback from customers. Customer feedback can be used to improve the product or service that you’re delivering. It can also help to identify any areas where your team might need to make changes.

There are several ways to get feedback from customers. You can send out a survey, conduct interviews, or even just ask for feedback in person. The most important thing is to make sure that you’re regularly getting feedback from customers and using it to improve your product or service.

Course correct as needed:

Agile SDLC is an iterative process, which means that you’ll need to course-correct as necessary. If your team is not meeting its goals, if stakeholders are unhappy with the progress, or if customers are giving negative feedback, then you’ll need to make changes. The most important thing is to be flexible and adapt as needed.

Summary

Agile SDLC is a great way to improve your project management workflow. The principles of communication, collaboration, and customer feedback can help ensure that your project is on track and that stakeholders are happy with the progress.

However, Agile SDLC can be difficult to get started, and it’s important to be prepared to make changes as needed. With a little bit of planning and preparation, you can overcome the challenges of using Agile SDLC and improve your team’s workflow.

The 12 Agile Principles: Optimizing Your Project Process

Agile Project Management Principles

It would be to the benefit of you and your team to get acquainted with using Agile and the underlying concepts behind it. Ultimately, it will help you optimize your project process by ensuring that everyone is on the same page and working towards the same goal.

The goal of this article is to clear up any misunderstandings you may have about what it means to manage a project using Agile principles. We’ll go over the 4 values and 12 main principles of the Agile Manifesto and how you can use them to your advantage as a project manager.

Agile Definition

Agile Defined…

Agile is a set of values and principles that emphasize collaboration, customer focus, and continuous improvement. It’s iterative and incremental, meaning that work is done in short cycles or sprints to get feedback from customers early and often. This allows for course corrections along the way, which leads to a better end product.

Even though Agile was originally designed for software development, it can be applied to any kind of project. Many project management methodologies have been created based on Agile principles. So this article will be helpful whether you’re a project manager in IT, engineering, construction, or any other field.

History of Agile

Considering Agile as a method is a bit of a misnomer. It is not so much a methodology as it is a set of values and principles that emphasize collaboration, customer focus, and continuous improvement.

Originally, the Agile Manifesto was created as a response to the traditional, waterfall approach to software development. The waterfall method is linear and prescriptive, meaning that each phase must be completed before moving on to the next.

In contrast, Agile is iterative and incremental, meaning that work is done in short cycles or sprints to get feedback from customers early and often. This allows for course corrections along the way, which leads to a better end product.

The first publication about Agile was the Agile Manifesto, which was written in 2001 by a group of software developers who were frustrated with the waterfall approach.

Values of the Agile Manifesto

The 4 Values of the Agile Manifesto…

The manifesto is made up of four values and twelve principles. The four values are:

1. Individuals and interactions over processes and tools

This is perhaps the most important value of the Agile Manifesto. It emphasizes the importance of people over processes. This is because people are the ones who create, change, and improve processes, not the other way around.

2. Working software over comprehensive documentation

This value recognizes that working software is more important than comprehensive paper documentation. Documentation is still important, but it should be created only when it is needed and should be kept to a minimum.

3. Customer collaboration over contract negotiation

The third value puts the customer above the contract. This doesn’t mean that contracts are unimportant, but rather that they should not get in the way of collaboration with the customer.

4. Responding to change by following a plan

The final value is it’s more important to be able to respond to change than to stick to a plan. This is because no matter how well you plan, things will always come up that you didn’t anticipate. It’s better to be flexible so that you can adapt as needed.

Agile Principles

The 12 Agile Principles

In addition to the four values, the Agile Manifesto also outlines twelve principles that should be followed to adhere to the values. These principles are:

1. “Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.”

The first principle, which was written with software development in mind, may also be applied to project management. The idea is that the customer should always be kept in mind and that their satisfaction should be the top priority.

To meet this objective, your goal should be to provide value to the client and work hard to continuously improve the project.

This also means that you should work to get feedback from customers early and often so that you can make sure that the software is going in a direction that they will be happy with.

One approach could be to shorten the distance between requirements gathering and customer feedback by planning fewer changes at a time. This gives you more opportunity to steer the project in a direction that the customer will be happy with.

Another great way to get feedback from customers is to have regular check-ins or demos during the project. This will allow you to get feedback early and often so that you can make changes as needed.

Just make sure you have a clear understanding of who your customer is, and what their needs are.

2. “Welcome changing requirements, even in late development.”

This principle is closely related to the first one, and it means that you should be open to changes that the customer may want, even if they come late in the project. This is because, as mentioned before, the customer may not know exactly what they want until they see it.

It’s important to note that this does not mean that you should make changes without first considering the impact that they will have on the project.

Changes should only be made if they will improve the value of the product for the customer.

The secret is to be receptive to modifications that the customer may desire, even if they come late in the project. Measuring the influence of each change before making it can help you do this.

3. “Deliver valuable products frequently, from a couple of weeks to a couple of months, with a preference for the shorter timescale.”

This is about delivering value to the customer with speed. The quicker you can get the working product into their hands, the better. It will be helpful to develop a preference and skill for shorter delivery timescales.

By working with the customer to determine what features are most important and focus on delivering those first. You can then add additional features later as needed. This will help you to get value to the customer quickly and still be able to respond to changes that come up.

Business people and developers must work together

4. “Business people and developers must work together daily throughout the project.”

This is all about cooperation between business managers and developers. They must collaborate for everyone to be on the same page and work toward the same goal.

One way to do this is to have regular meetings where everyone can check in with updates. This will ensure that everyone is aware of what is happening and can provide input as needed.

Another way to facilitate collaboration is to use a project management tool that everyone has access to. This will allow everyone to see the project roadmap, tasks, and progress.

5. “Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done.”

This is all about empowering your team members and giving them the autonomy they need to do their jobs effectively. It’s important to trust that they will do the best they can with the resources they have.

One way to do this is to give team members clear objectives and expectations. This will help them to know what they need to do and how they can best contribute to the project.

Another way to empower your team is to give them the resources they need to be successful. This includes things like access to the right tools, training, and support.

6. “The most efficient and effective method of conveying information to and within a development team is face-to-face conversation.”

This is all about communication within the team. The most effective way to communicate is in person so that everyone can understand each other clearly.

One way to facilitate this is to have regular team meetings where everyone can provide updates on their progress. This will ensure that everyone is aware of what is happening and can ask questions as needed.

Another way to facilitate communication is to use a project management tool, like Teamly, that everyone has access to. This will allow everyone to see the project’s tasks and progress.

Continuous delivery

7. “At regular intervals, the team delivers working software.”

This is all about continuous delivery. Even though “software” is the subject of principle seven, it still applies to other project deliverables. The team should aim to deliver working products or features at regular intervals so that the client can provide feedback and make changes as needed.

One way to facilitate continuous delivery is to use a Kanban board. This will help the team to visualize their work and see what needs to be delivered next.

8. “The team continuously refines its estimate of how long it will take to complete the remaining work.”

This is all about estimation. As the team works on the project they will get a better understanding of how long it will take to complete the remaining work.

To facilitate this, the team should track their progress and update their estimate accordingly. This will help to ensure that the team is on track and can adjust their plans as needed.

9. “Continuous attention to technical excellence and good design enhances agility.”

This is all about continuous improvement. The team should always be looking for ways to improve the quality of their work.

One way to facilitate this is to have regular team retrospective meetings. This will allow the team to identify areas for improvement and make changes as needed.

Another way to facilitate continuous improvement is to use a project management tool that allows for feedback. This will allow the team to get feedback from the client and make changes as needed.

Simplifying the work

10. “Simplicity–the art of maximizing the amount of work not done–is essential.”

This is all about simplifying the project. The team should aim to minimize the amount of work that needs to be done to complete the project.

One way to simplify the project is to break it down into smaller tasks. This will make it easier for the team to complete the project and will also help to identify areas that can be simplified. For example, if a task can be automated, it should be. If a task can be eliminated, it should be.

11. “The best architectures, requirements, and designs emerge from self-organizing teams.”

This is all about team self-organization. The team should aim to organize themselves in the most effective way possible. Perhaps they will organize by task, by feature, or by a team member.

There are way too many variables here to give any sort of advice on how to facilitate team self-organization. It will vary from team to team and project to project.

The key is to understand your team’s dynamic and to give them the freedom to organize themselves in the most effective way possible.

12. “At regular intervals, the team retrospects and adjusts its behavior accordingly.”

This is all about continuous improvement. The team should always be looking for ways to improve their process.

This is a key agile project management principle. Teams should consider how to become more efficient, adjust, and modify their behavior on a regular basis. If there is a better way to advance the project, the team should be willing to try it out.

When it comes to continuous improvement, one size does not fit all. What works for one team might not work for another. The key is to experiment and find what works best for your team.

CONCLUSION

So there you have it, in a nutshell. Hopefully, the 12 principles of Agile outlined in this article will help you to streamline your process and deliver a better product.

These are just suggestions. They’re not meant to be followed to the letter; rather than that, use them as a basis for adaptation and tailor them to your team’s requirements. What is important is that you keep the communication channels open, that you

A Step-By-Step Guide To Creating Your Next Project Roadmap.

Project Roadmap

Project roadmaps are a useful weapon in the arsenal of good project managers. While getting into the nitty-gritty and fine-tuning your plan down to the minute tasks is critical, the importance of how you present your overall picture of the project should not be understated.

In fact, if you want to be able to really impress your clients and upper management, having a great project roadmap is key. It’s the first step in getting everyone on the same page about what the project entails, and it should lay out a clear path for success.

Creating an optimal project roadmap isn’t always easy, but it’s definitely doable with a little bit of know-how. In this article, we’ll show you how to create a project roadmap that will get everyone excited about your project.

What is a project roadmap

What is a project roadmap?

A project roadmap is a big picture document that outlines the major goals and milestones of a project. Often, project roadmaps are presented as timelines with each goal or milestone mapped out according to when it needs to be achieved. Roadmaps can also take other forms, such as Gantt charts or even simple lists of goals and objectives.

The important thing to remember about project roadmaps is that they are meant to be high-level overviews of the project. They are not meant to be detailed plans that outline every single task that needs to be completed. That’s what your project plan is for.

Project roadmap vs plan

Deciphering between a roadmap and a plan?

Your project roadmap is meant to give your audience a general snapshot view of what your project entails and what its major milestones are.

Your project plan, on the other hand, is a detailed document that outlines every task that needs to be completed to achieve the project’s goals. The important thing to remember is that a project roadmap is meant to be high-level, while a project plan is meant to be detailed.

For example, let’s say you’re working on a website redesign project.
Your project roadmap might look something like this:

  • Launch a new website in 4 months.
  • Increase traffic to the website by 20% in 6 months.
  • Decrease bounce rate by 10% in 8 months.

On the other hand, your project plan would detail every task that needs to be completed to achieve those goals.

For example:

  • Research website redesign trends (1 week)
  • Create wireframes for new website design (2 weeks)
  • Build new website on chosen platform (1 month)
  • Test new website design (1 week)
  • Launch new website (1 week)
  • Monitor website traffic and analytics (ongoing)

As you can see, a project roadmap is meant to give your audience a general overview of the project, while a project plan details every task that needs to be completed to achieve the project’s goals.

When should you use a project roadmap

When should you use a project roadmap?

Project roadmaps are most useful when you’re trying to get buy-in from upper management or investors. They’re also helpful when you’re trying to communicate the overall picture of the project to your team.

That being said, project roadmaps are not a replacement for detailed project plans.

The benefits of creating a project roadmap

There are several benefits to creating a project roadmap, even if you already have a detailed project plan in place. Here are just a few of the benefits:

  • Gets everyone on the same page: Project roadmaps are a great way to get all stakeholders on the same page about what the project entails. It’s also a good way to get buy-in from upper management and other decision-makers.
  • Helps you to think long-term: Project roadmaps force you to think about the long-term goals of the project and what needs to be done to achieve those goals. This is a valuable exercise that can help you to make better decisions about the project as a whole. Gives you a bird’s eye view: Project roadmaps give you a high-level overview of the project, which can be helpful when you’re trying to make decisions about the project.
  • Makes it easy to track progress: Project roadmaps make it easy to track the progress of a project. You can quickly see which tasks have been completed and which ones are still outstanding.
  • Serves as a reference point: Project roadmaps can also serve as a reference point for everyone involved in the project. If there are any questions about what needs to be done or when something is supposed to be done, the roadmap can be consulted for answers.

Components of a project roadmap

What are the components of a project roadmap?

Every project is different, so there is no one-size-fits-all answer to this question. However, some common components should be included in every project roadmap. Here are a few of the most important ones:

Goals and objectives: The first thing that should be included in your project roadmap are the goals and objectives of the project. What is the project trying to achieve? What are the end goals?

Scope: The scope of the project should also be included in the roadmap. This will help to ensure that everyone is clear on what is supposed to be accomplished during the project.

Timeline: A timeline is an essential component of any project roadmap. This will help to ensure that everyone is clear on when each task needs to be completed.

Dependencies: Dependencies should also be included in the project roadmap. This includes things like approvals that need to be obtained or tasks that need to be completed before other tasks can begin.

Resources: Another important component of a project roadmap is a list of the resources that will be needed to complete the project. This includes things like manpower, materials, and money.

Deliverables: Deliverables are the end products of the project. What will be delivered at the end of the project? This should be clearly stated in the roadmap.

How to create a project roadmap

Now that you know why project roadmaps are important and what components should be included, it’s time to learn how to create one.

Project proposal

1. Write a project proposal

When creating a roadmap, it’s imperative to access the most valuable information on the front end. This means writing a project proposal. This document will serve as the foundation for your roadmap and help to ensure that you have all of the necessary information before you get started.

It’s important to get behind the “why” of the project. Why is the project necessary? What are the end goals? Answering these questions will help to ensure that your roadmap is focused and on track. Without a case for why the project is needed it’s easy to get derailed by scope creep or other problems.

The goal is to gain support and authorization first.

2. Do your research

Once you have a clear understanding of the project, it’s time to do your research. This includes things like gathering data, talking to experts, market positioning, and investigating best practices.

What you’re doing is getting to the heart of what the project is trying to achieve and backing it up with data.

Ultimately your research will inform the project’s goals, deliverables, milestones, personnel involved, resources required, risks, dependencies, and so on.

3. Create the project roadmap

Now that you have all of the necessary information, it’s time to start creating the project roadmap.

There are a few different ways to do this. You can use a tool, which has pre-built templates that make it easy to get started. Or you can create a roadmap in Excel, which gives you more flexibility to customize the roadmap to your specific needs.

Once you have the template, it’s time to start filling in the information. The first thing you’ll need to do is enter the project’s name, description, and start date.

Then you’ll need to add in the project’s goals and objectives. After that, you’ll add in all of the tasks that need to be completed, along with the due date for each task.

Once all of the tasks are added, you’ll need to add in any dependencies, risks, and assumptions.

Finally, you’ll need to add in the project’s budget and timeline.

Share the roadmap

4. Share the roadmap

After the roadmap is created, it’s time to share it with the stakeholders. This includes anyone who is involved in or affected by the project.

It’s important to keep in mind that the project roadmap is a living document. It will need to be updated as the project progresses and things change.

That’s why feedback is so important. Stakeholders should be encouraged to provide feedback on the roadmap so that it can be adjusted as needed. We suggest when fishing for feedback, you focus on the following questions:

  • What are your initial impressions of the roadmap? (Encourage them to name positive and negative aspects.)
  • Do you think the roadmap is realistic? Why or why not?
  • What, if anything, is missing from the roadmap?
  • Do you have any concerns about the project that are not addressed in the roadmap?
  • What suggestions do you have for improving the roadmap?

The feedback phase can be addressed in a face-to-face meeting, over email, or through an online survey.

5. Update the roadmap

After you’ve gathered feedback from stakeholders, it’s time to update the roadmap. This includes making any necessary changes based on the feedback you received.

But this won’t be the last time you update the roadmap. As the project progresses, you’ll need to regularly update the roadmap to ensure that it remains accurate.

Conclusion

Congratulations! You’ve now created an optimal project roadmap. By following these steps, you can be sure that your project is on track for success.

Creating an optimal project roadmap requires doing your research, setting clear goals, and involving stakeholders in the process. By following these steps, you can be sure that your project is on track for success. Thanks for reading.

Navigate Any Project Management Situation By Adapting Situational Awareness

Situational project management

Situational Awareness for project managers

Have you ever managed a project that just couldn’t get off the ground? You followed all the project management steps, but somehow things still went wrong. In many cases, the problem isn’t that you didn’t manage the project correctly – it’s that the situation called for a different approach.

If you want to navigate project management difficulty, you need to have a different mindset. You need to utilize an adaptable framework to address your unique situation. With this type of mindset, you can adapt your project management style to fit the circumstance, and increase your chances of success.

What you really need is situational awareness, which you can only acquire through expertise and experience. This means not only being able to plan for your project, but also situationally adapting on-the fly if something changes unexpectedly – which it often will.

In this article you will learn :

  • The difference between classical project management and situational project management.
  • What situational awareness is.
  • The mindset pitfalls of project management.
  • How to develop situational awareness for your projects.
  • 4 situational lenses to try on.
  • 3 factors to consider when determining whether a situation is too difficult to change.

Classical project management VS Situational project management

Classical project management VS Situational project management.

When most people think of project management, they often think of the classic waterfall model. This approach breaks down a project into distinct phases, with each phase depending on the successful completion of the previous one.

However, this approach doesn’t work well in situations where the environment is constantly changing. In these cases, you need to be able to adapt your plans on the fly and respond to changes as they happen. This is what situational project management is all about.

Situational project management is a style of project management that takes into account the fact that some situations are too difficult to change. It focuses on being able to adapt your plans on the fly and respond to changes as they happen.

What is Situational Awareness?

Situational awareness is the key to success in many project management scenarios. It’s the ability to see what’s happening around you and understand how it will impact your project.

The problem is that many people, when they encounter a new situation, tend to rely on the knowledge they already have. They try to apply the same best practices they’ve used in the past, even when those practices may be inappropriate for the new situation. This can lead to disaster.

For example, imagine you’re a project manager who’s been asked to oversee investment planning for a new product launch. You’ve done this before, so you’re confident in your ability to do it again. But the situation is different this time. The product is riskier, the market is more volatile, and the budget is tighter. If you don’t take these factors into account, your project is likely to fail.

To be successful, you need to be able to see the world through different lenses and understand how each situation is unique. You can’t rely on best practices alone. You need to be able to adapt your approach to fit the specific circumstances of each project.

Pitfall mindsets

Pitfall mindsets

There are four common pitfalls that project managers fall into when they’re trying to adapt to a new situation:

  1. Over-reliance on best practices: As we’ve seen, best practices can be helpful, but they’re not always appropriate for every situation. If you’re too focused on following best practices, you may miss important details that could make or break your project.
  2. Over-reliance on previous experience: Just because you’ve done something before doesn’t mean you’ll be able to do it again. Every situation is different, and you need to be open to new ideas and approaches.
  3. Over-reliance on expert opinion: It’s important to get input from experts, but you shouldn’t blindly follow their advice. Experts can be wrong, and you need to be able to make your own decisions based on the specific circumstances of your project.
  4. Over-reliance on data: Data is important, but it’s not the only factor you should consider when making decisions. You also need to take into account the human element of your project.

Beware of these pitfalls, and make sure you’re able to see each situation for what it is, rather than trying to force it into a pre-existing framework.

velop situational awareness

How to develop situational awareness

Many project managers have a hard time adapting to new situations because they’re too focused on the past. They keep trying to apply the same old methods, even when those methods are no longer effective.

You need to be able to see each situation for what it is and adapt your management style accordingly. Some people are naturally more aware of their surroundings than others. But even if you’re not, there are ways to improve your situational awareness.

The first step is to create what I call “situational lenses.” These are mental models that you can use to see the world around you in a new way. To create a situational lens, you need to step outside of your own point of view and look at the situation from another perspective.

For example, imagine that you’re managing a project to build a new bridge. You’ve been told by your boss that the project must be completed within two years.

You’ve done your best to plan and prepare, but halfway through the project, you realize that the timeline is impossible. The ground is too unstable to support the weight of the bridge, and the river is too deep to cross without a bridge.

You can’t change the situation, so you need to change your mindset. Instead of trying to force the project to fit into the two-year timeline, you need to accept that it will take longer.

This doesn’t mean that you should give up and do nothing, though you might. It just means that you need to adjust your expectations and find a way to work within the new reality.

The same principle applies to any situation that you encounter. If you can’t change the situation, you need to change your perspective.

Situational Lenses

4 Situational Lenses To Consider…

Project management is like driving a car. You need to be aware of what’s happening around you in order to get to your destination safely. The four situational lenses can help make you more aware of the situation you are in. Just as a driver uses a rear-view mirror, side mirrors, and windshield to see what’s behind, around, and in front of the car, project managers use the four lenses to see what’s happening in the project environment.

The lenses are: possibility, probability, constraint, and oppurtunity. By using all four lenses, project managers can get a clearer picture of the situation and make better decisions.

Let’s look at each lens in more detail:

1. Possibility Lens

When you’re faced with a difficult situation, it’s easy to feel like there’s nothing you can do. But if you look at the situation through the lens of possibility, you’ll see that there are always options.

For example, imagine that you’re managing a project to build a new factory. The site is in a remote location, and the only way to get there is by plane. But halfway through the project, the only airport in the area is closed due to a volcanic eruption.

At first, it might seem like there’s nothing you can do. But if you look at the situation through the lens of possibility, you’ll see that there are always options. You could fly into a nearby airport and take a bus or a train to the factory site. Or you could charter a private plane.

The key is to keep looking for options until you find one that works.

2. Probability Lens

When you’re facing a difficult situation, it’s easy to feel like the odds are against you. But if you look at the situation through the lens of probability, you’ll see that there’s always a chance that things will work out in your favor.

For example, imagine that you’re managing a project to launch a new product. The product is very complex, and the launch date is fast approaching. You’ve done everything you can to prepare, but you’re not sure if the product will be ready in time.

At first, it might seem like the odds are against you. But if you look at the situation through the lens of probability, you’ll see that there’s always a chance that things will work out. The product might be ready in time, or you might find a way to launch it without all the features.

The key is to stay positive and keep working towards your goal.

Constraint's Lens

3. Constraint’s Lens

When you’re faced with a difficult situation, it’s easy to feel like you’re being held back by your limitations. But if you look at the situation through the lens of constraints, you’ll see that your limitations can actually be a source of strength.

For example, imagine that you’re managing a project to develop a new software application. The deadline is very tight, and you’re not sure if you have enough time to test the software properly.

At first, it might seem like you’re being held back by your timeline. But if you look at the situation through the lens of constraints, you’ll see that your timeline can actually be a source of strength. It will force you to focus on the most important aspects of the software and make sure that they’re working properly.

The key is to use your limitations to your advantage.

4. Opportunity Lens

When you’re faced with a difficult situation, it’s easy to feel like you’re missing out on something better. But if you look at the situation through the lens of opportunity, you’ll see that there’s always a chance to turn the situation into a positive.

For example, imagine that you’re managing a project to launch a new product. The product is very complex, and the launch date is fast approaching. You’ve done everything you can to prepare, but you’re not sure if the product will be ready in time.

At first, it might seem like you’re missing out on something better. But if you look at the situation through the lens of opportunity, you’ll see that there’s always a chance to turn the situation into a positive. You could use the launch as an opportunity to learn more about the product and how it works. Or you could use it as an opportunity to build buzz for the product before it’s released.

actors to consider in situational project management

3 Key factors to consider in situational project management:

There are 3 key factors to consider when determining whether a situation is too difficult to change are:

The degree of uncertainty

When there is a great deal of uncertainty, it can be difficult to make decisions because you don’t know what will happen.

For example, lets say you hired out an ads agency to help with a product launch. The agency guaranteed results, but 3 months into the campaign and you’re not seeing any improvement in sales. It would be difficult to make a decision to continue working with the agency or not because of the uncertainty of the situation.

Maybe the ads are performing bad because of the time of year, and if you give it a few more months, sales will improve. Or maybe the ads are just bad and no matter how long you wait, they’re not going to work.

The key is to try to reduce the uncertainty by gathering as much information as possible. This way you can make a more informed decision. But it’s possible that if the degree of uncertainty is too high, it might not be worth trying to change the situation.

The degree of complexity

When a situation is complex, it can be difficult to understand all the different factors that are at play.

For example, lets say you’re managing a project that has many product launches. Each product launch has a different team, budget, and timeline. It would be difficult to understand how each factor is affecting the other factors.

The key is to try to simplify the situation by breaking it down into smaller pieces. This way you can understand each piece better and see how they all fit together.

If you can’t simplify the situation, then you might need to either get more information or accept that you might not be able to understand everything.

The degree of risk

When there is a lot at stake, it can be difficult to make decisions because you don’t want to make the wrong decision.

Let’s say you’re managing a construction project and the budget is very tight. If you make a mistake, it could cost the company millions of dollars.

In this situation, you might want to get more information or take a more conservative approach. The key is to try to balance the risk with the potential reward.

If the potential reward is high and the risk is low, then it might be worth taking a chance. But if the risk is high and the potential reward is low, then it might not be worth it.

These are three key factors to consider when determining whether a situation is too difficult to change. When you’re faced with a difficult situation, it’s important to evaluate the degree of uncertainty, complexity, and risk. If you can’t reduce the uncertainty, simplify the complexity, or lower the risk, then it might not be worth trying to change the situation.

Situation based project management

Bringing it all together

Situational awareness in project management is all about making the best decision given the circumstances. Sometimes that means accepting that a situation can’t be changed. But other times, it means taking a chance and trying to change a difficult situation. The key is to weigh the degree of uncertainty, complexity, and risk against the potential reward. Only you can decide whether it’s worth it or not.

How to Improve Work from Home Accountability

Work from Home Accountability

Working from home has increasingly become the norm since the pandemic, and many people would say that this trend has benefitted both employers and employees alike.

For instance, employers who allow employees to work remotely have the opportunity to save money on office overhead, gain access to a wider pool of talent, and appear far more attractive to prospective job candidates. Likewise, workers have been very enthusiastic about having the freedom and flexibility to work from home.

Yet for all the advantages both parties derive from remote work, there remains some hesitation on both sides. Businesses want to know that in the absence of workers being physically present in an office, they’re still being held accountable.

Similarly, many employees who are unaccustomed to working from home are seeking ways to hold themselves accountable while dealing with this newfound freedom.

Fortunately, there are ways to improve work from home accountability for employers and employees. In this article, we’ll provide lots of ideas for both, but first, let’s make sure we’re all on the same page by defining what work from home accountability is.

What Is Work from Home Accountability

What Is Work from Home Accountability?

People who are accountable commit to achieving certain outcomes, and they hold themselves responsible for their actions. When we apply that definition to remote work, work from home accountability then means that remote workers deliver the work that’s expected of them — without the need for higher-ups to peer over their shoulder.

So, remote workers meet company standards as they pertain to:

  • Tasks – for instance, by completing work responsibilities as expected
  • Quality – achieving the same quality of work, whether at home or in the office
  • Deadlines – consistently meeting established deadlines
  • Productivity – working on assigned tasks at a reasonably productive pace

In its essence, work from home accountability is a commitment to accomplishing work objectives as expected, even when working remotely.

Why Work from Home Accountability Important

5 Reasons Work from Home Accountability Is Important

There are a lot of reasons work from home accountability is especially important for remote teams. For instance, work from home accountability has been shown to:

  1. Promote Trust

    When businesses hold remote workers accountable to achieve specific outcomes — even when they aren’t physically present in the office — companies show workers they have confidence in them. In turn, this confidence goes a long way toward strengthening the trust between employers and employees.

  2. Engage the Workforce

    When companies set clear expectations, then create an environment that promotes accountability, workers take greater initiative. Because they feel empowered to take ownership for their work, they enjoy a greater sense of control. As a result, they’re happier and more engaged.

  3. Lower Turnover

    As we just mentioned, accountability increases trust and employee engagement, two factors that are strongly associated with low turnover rates. For instance, highly engaged teams experience 59% less turnover, whereas high-trust organizations have turnover rates that are approximately 50% lower than their industry competitors.

  4. Strengthen Team Connection

    In the absence of accountability, even high performers can become slackers. By contrast, when team members know they’re being held accountable, they’ll often work hard to meet or even exceed expectations. This helps remote team members learn they can rely on each other, and as a result, they experience greater trust, cooperation, and team synergy.

  5. Improve Performance

    Setting clear expectations and holding workers to them teaches employees that what they do matters. Fortunately, most employees rise to the occasion. For instance, studies show that on average, people who work from home spend 10 less minutes a day being unproductive, work one more day a week, and are 47% more productive.

Improve Work from Home Accountability

7 Tips on How Companies Can Improve Work from Home Accountability

There are a number of things companies can do to improve work from home accountability, such as:

1. Set Clear Expectations

One of the most important things companies can do to improve work from home accountability is to set clear expectations. For instance, if you expect employees to begin and end work during normal working hours or to check in every day with a status update, then you need to communicate that.

It probably goes without saying, but employees can’t meet your expectations if they aren’t sure what they are. However, don’t just stop with setting expectations. It’s also important that you expect the best — that you believe your employees will rise to the occasion and meet the expectations you’ve set.

As David Heinemeier Hansson, author of Remote: Office Not Required, notes:

“If you let them, humans have an amazing power to live up to your high expectations of reasonableness and responsibility.”

2. Establish Measurable Goals

Another way to increase work from home accountability is to provide employees with specific, measurable goals that have hard deadlines.

While you can always change those deadlines later — for instance, should the work be more complex than you anticipated — deadlines give employees something to aim for. They also help assess whether someone’s hitting the mark. To set goals, think about the routine objectives employees need to accomplish, as well as some aspirational targets they can shoot for.

And of course remember that if you opt to do this, you’ll need to be available should employees have questions or run into roadblocks. Otherwise, they might hit a stopping point that prevents them from meeting the goals and deadlines you’ve established.

3. Use Time Tracking Software

Time tracking software is another method you can use to hold employees accountable. With time tracking software, employees clock in when they start work and clock out when they stop.

Some time tracking software like Teamly takes optional screenshots, so you can see which URLs employees are visiting during their working hours and what applications they have open.

Not only does time tracking software tend to make employees more conscientious, but it’s also been shown to increase productivity and profitability. Because employees are aware they’re being monitored, they’re far more likely to stick to the task at hand rather than cyberslacking!

4. Institute Regular Check-Ins

Check-ins give everyone a quick opportunity to discuss the status of their tasks, as well as potential roadblocks. As a result, check-ins keep employees goal-oriented, promote responsibility, and communicate the notion that someone is paying close attention to how workers are spending their time.

There’s no one right way to conduct check-ins — some companies like to hold them every day, whereas others prefer weekly check-ins or even monthly ones. Really, it’s an individual decision that’s based on personal preference, team size, and an organization’s corporate culture.

Usually, these check-ins are conducted over video, however, scheduling can be a challenge, particularly if you have team members across many time zones. In that case, you probably want to hold weekly check-ins rather than daily ones, so they’re more convenient for people to attend.

Another option is to ask team members to submit brief daily updates by email every morning. These updates can be as simple as a sentence about what they plan to work on during the day and whether they foresee any obstacles.

Base Work on Results

5. Base Work on Results

It’s challenging to relax and trust that workers are being productive when you can’t actually physically see them in the office. However, were they in an office, one of the main things you’d evaluate them on is whether they deliver the tasks they’ve been assigned on time and of the quality you expect.

Essentially, your focus would be on results. As Jason Fried, author of Office Not Required, notes:

“One of the secret benefits of using remote workers is that the work itself becomes the yardstick to judge someone’s performance.”

So, how can you base work on results? Fortunately, you have a few different options:

  • Define KPIs – Key performance indicators (KPIs) are instrumental for measuring a team’s performance. While the KPIs you set should be based on the roles within your team, you might consider using some of the following KPIs:
    • Percentage of tasks completed on-time
    • Number of goals achieved during a certain time frame
    • Average length of time it takes to complete a specific task
  • Use Project Management Software – A task-management software like Teamly is helpful when you want to automate specific processes, boost productivity, and improve accountability.

    With PM software, everyone knows what assignments are in the pipeline, who’s tackling them, and when they’re due. You can also review task details whenever you like to see how tasks are coming along. Even better, because overdue tasks can quickly be identified, it’s easy to keep important projects on track.

  • Consider Outcome-Based Contracts – If your remote workers are contractors, you might consider forgoing hourly work and instead, hiring freelancers to perform specific tasks for a fixed price.

    For instance, you might hire someone to write a blog post, manage your social media accounts, or do the graphic design work for your marketing materials. Because payment is based solely on results — rather than the length of time spent on a task — the nature of the contract itself promotes accountability.

Give Employees the Right Tools & Training

6. Give Employees the Right Tools & Training

It’s important to set employees up for success by making sure they have the right tools and training. At a minimum, not only do you want to provide them with the software they need to work remotely, but you’ll also want to consider how remote work changes the way your business operates.

For instance, no longer are people having conversations around the water cooler. Yet, real-time communication boosts collaboration, improves efficiency, and prevents information silos … which is why for many teams working remotely, investing in chat software becomes more important than ever.

You’ll also want to create a central repository of information that remote workers can access online. This information can include things like standard operating procedures (SOPs), checklists, and training manuals.

In the absence of in-person meetings, it’s crucial that your company develops a standardized way of doing things that anyone can access and follow — even when working from afar.

Just remember, however, that it isn’t enough to create a knowledge repository. You also need to make sure employees know where it is and what it contains. Similarly, you’ll need to keep information in the repository updated, so the entire team has access to the most current information.

Employee Engagement

7. Increase Employee Engagement

Engaged employees are committed employees. They work harder, accomplish more, and show greater loyalty. Because they feel appreciated, they go the extra mile — which translates into that oh-so-important, work from home accountability companies desire.

So, how do you increase employee engagement when your team’s working remotely? Fortunately, there are a number of different things you might try:

  • Communicate More Often – Communication becomes more important than ever when you no longer have the opportunity to bump into someone at the office. By making an effort to communicate more frequently with remote workers, you can help employees still feel like they’re part of a team — rather than that they’re toiling away solo in the virtual ethers.
  • Celebrate Successes – By celebrating individual and team successes, you’re communicating to employees that you notice and care about their achievements — so much so that you make a point of recognizing their accomplishments in a special way. For some ideas on how you can do this, check out our blog post, Have Fun! Here’s How to Celebrate with Remote Teams.
  • Engage in Virtual Team Building Activities – Virtual team building activities are a fun way to help remote team members get to know each other better in a no-pressure, enjoyable setting. To get virtual team building ideas, don’t miss our article, 10 Virtual Team Building Activities Your Employees Will Actually Want to Do.
  • Display Personal Interest – In the course of an ordinary, non-remote workday, it’s normal to bump into coworkers and ask how their day’s going, what they did over the weekend, or how their recent trip to Puerto Rico went.

    Yet unfortunately, these niceties can be overlooked when people are ensconced in their home offices and don’t have the opportunity to run into each other.

    So, when managing a remote team, remember to periodically ask team members how they’re doing and to display interest in them personally as human beings — rather than resources!

Work from Home Accountability for Remote Workers

7 Tips on How Remote Workers Can Improve Work from Home Accountability

If you’re working remotely and want to do a better job holding yourself accountable, here are some ideas that’ll help:

1. Develop a Morning Routine

If you’re not used to working from home, you may have experienced one of the following morning traps.

  • Morning Trap #1: You stayed up late the night before, because why not? You don’t have to go into the office, you’re working from home. Rather than getting up before work, you get up when you’re supposed to start work — and immediately open up your laptop and launch into work mode. Because you didn’t give yourself any time to get centered before work, you feel out-of-sorts the rest of the day.
  • Morning Trap #2: You have a flex schedule, so you can start work whenever you want. As a result of this flexibility, you find yourself creating all kinds of pressing tasks you need to finish before you start work.

    Sure, you’re procrastinating, but since you’re tackling important personal tasks, you can convince yourself you’re actually being productive … until you finally start working at 1:00 and it dawns on you that now you’ll be stuck working late into the evening.

These morning traps illustrate why a morning routine is so valuable. A morning routine gives structure to people working from home, while helping their day get off to a great start so they can fulfill their work obligations.

To create your morning routine, think about what energizes and inspires you. For instance, you might consider relaxing with a cup of coffee, exercising, showering, meditating, journaling, or engaging in a gratitude practice before you start work. For even more ideas, check out our blog post on how to create a successful morning routine.

2. Eliminate Distractions

Distractions at home can definitely make it harder to get work done — especially when there are so many of them. As the Wizard of Oz’s Dorothy might say, “Doorbells, text messages, ringing phones, construction, social media, lawnmowers, and family members, oh my!”

Fortunately, there are things you can do to eliminate distractions. For starters, consider telling your friends and family that you can’t be disturbed during your working hours, then hold firm — by not answering the phone or responding to texts during work. If that sounds too challenging, turn your phone on silent to minimize any texting or talking temptations.

You may also find it worthwhile to invest in a good set of noise-canceling headphones. These will prevent neighborhood sounds from permeating your work zone, so you can stay focused on getting work done.

3. Eat the Frog

This time management technique is a subtle nod to a Mark Twain quote: “Start each morning by eating a live frog, and nothing worse will happen to you that day.”

With the “eat the frog” method, you do your most dreaded task first thing in the morning, before you have time to ruminate on it. And if you have two frogs, it’s suggested you eat them both, by doing one dreaded task right after the other.

Now if eating a frog in the morning sounds too daunting, you might consider setting a timer, then working on your least enjoyable task until the timer goes off.

The reason this method is so successful is because it gets the hardest thing you have to do off your plate right at the beginning of the day. As a result, it’s an awesome cure for procrastination, since it prevents you from putting off tough tasks … which is why rather than an apple a day, remote workers may just find that a frog a day, first thing in the morning, is a much better choice.

Set Goals

4. Set Daily, Weekly, & Monthly Goals

One of the best ways to hold yourself accountable at work is to set daily, weekly, and monthly goals. Doing so helps you identify what you want to accomplish, so you stay focused on those tasks that are the most important — rather than wasting time on busy work.

Goals are also great motivators — so much so that dozens and dozens of studies show that goal setting increases performance and productivity an incredible 11 – 25% … which is why if you want to hold yourself accountable at work, it’s a good idea to spend time at the beginning of each month, choosing the goals you want to accomplish for that month.

On Mondays, break those monthly goals into smaller, weekly ones. Once you know what your weekly goals are, it’s easy to devise three daily goals you can achieve that’ll take you one step closer to your monthly goals.

One final caveat: just be sure when you’re creating your goals that you write them down. Research shows that people who write their goals down are far more likely to accomplish them than those who don’t.

5. Create a Workspace

Sure, you can wake up every morning, grab your laptop off your nightstand, and work right from bed in your PJs. Yet although it may seem tempting, this habit can actually make it hard to achieve work-life balance — since now your bedroom is an actual workstation, rather than merely a cozy place you sleep at night.

However, the problems don’t end there. Without a fixed workspace — one where work and work only occurs — it’s challenging to get into work mode. Instead, it’s easy to get distracted and start wondering whether you should paint your room a different color, keep a dream journal, or check out your friends’ latest posts on Instagram.

By contrast, a fixed workspace helps you get into the kind of take-no-prisoners, uber-productive mindset where work gets done. Because you’re accustomed to doing work in that spot, you automatically get into work mode when you sit there and do a better job concentrating … making it much easier to hold yourself accountable when working from home.

6. Find a Virtual Accountability Partner

If you struggle to stay focused on work when you’re at home, a virtual accountability partner just may be the answer. With this kind of arrangement, you form a partnership with someone, agreeing to hold each other accountable to accomplish certain tasks.

If a virtual accountability partner sounds like the ideal solution for staying on track, we have great news for you — with so many people working from home these days, it’s easier than ever to find a partner.

For instance, you might ask a friend or family member to remain on a video call with you for an hour, while you each agree to work silently on a specific task. Alternatively, the Focusmate app will match you with a compatible accountability partner 3x/week for free, or if you want, you have the option of paying $5/month for unlimited matches.

And hey introverts, if you want the benefits of a virtual accountability partner without actually having to deal with another human being, we’ve got you covered too. Accountability apps like Accountable2You and stickK can help keep you on track, so you can achieve what you set out to do, no partner required.

7. Use the Pomodoro Technique

The Pomodoro Technique is a time management approach that helps people plan better, minimize procrastination, and improve focus. Rather than working in long blocks of time which can trigger fatigue, boredom, and frustration, the Pomodoro Technique involves working in short bursts.

To take advantage of it, begin a Pomodoro by starting a task and setting a timer for 25 minutes. Once the timer goes off, get up from your desk and take a 5-minute break.

For instance, you might step outside to go on a short walk, watch a video, or eat a snack. Afterward, perform 3 more Pomodoros in a row. Once you’ve performed the 4th Pomodoro, you can take an extended break for 15-30 minutes or even longer if you’d like.

The reason the Pomodoro Technique is so successful is because several studies show that the average human attention span is around 20 minutes. The Pomodoro Technique takes advantage of our natural cognitive abilities — having us “go hard” for that approximate length of time before a short recovery period. As a result, the breaks fuel creativity, improve focus, and increase productivity.

In Conclusion

With remote work on the rise, both employers and employees are increasingly concerned about work from home accountability, which makes sense given the outsized role it plays in engagement, employee turnover, and performance.

Fortunately, there are a number of things both parties can do to improve work from home accountability. We’ve named several of them in this post but if you’re looking for additional ideas, we recommend checking out our blog post, Promoting Accountability and Trust in the Workplace. Or, you can learn more about the subject by finding a good accountability book at Top 10 Must-Read Books on Accountability.

How to Remove Project Blockers and Achieve Your Goals: Problem-Solving Strategies for Businesses

Project Blockers

Do you feel like you’re constantly running into roadblocks on your projects? Are you struggling to find a way to get around them and achieve your goals? You are not alone.

Many businesses face project blockers that prevent them from reaching their objectives. In this article, we will discuss the most common project blockers and ways to remove them from your path. We will also give several examples of how businesses can overcome these barriers to success.

What is a project blocker

What is a project blocker?

A project blocker is an item or force that completely inhibits progress in a project. It can be something as simple as a missing piece of information, a change in scope, or even a person. Blockers can also be more complex, such as political changes or natural disasters. Basically, anything that prevents the project from moving forward can be considered a blocker.

Fortunately, project blockers are usually easy to identify. The flow of information in a project is controlled by the dependencies and tasks that must be completed before others. Project blockers stand in the way of these activities from being carried out. No matter the cause, project blockers can have a major impact on your ability to reach your goals.

Project Blocker Vs Impediment

Often, project blockers and impediments are used interchangeably. However, there is a distinction between the two.

An impediment is anything that slows down progress or makes it more difficult to achieve objectives. It can be an internal or external factor. For example, an internal impediment might be a lack of resources. An external one could be bad weather conditions.

A project blocker, on the other hand, is an impediment that completely stops progress. It is a showstopper that cannot be worked around.

Analysis of causes for project blockage

Diagnosing the issue: Deeper analysis of causes for blockage

When you’ve discovered a project barrier, the next step is to investigate the scenario further to ensure that it doesn’t recur. Understanding your issues is crucial for preventing future difficulties. This can help you determine where the problem originates so you can detect, address, and never repeat it.

There are many different ways to approach this. One method is to use the Five Whys technique. This involves asking why the problem occurred five times to get to the root cause of the issue.

For example, let’s say your team is having difficulty meeting deadlines.

  • Why are we not meeting deadlines? Because we are not finishing our tasks on time.
  • Why are we not finishing our tasks on time? Because we are not starting our tasks on time.
  • Why are we not starting our tasks on time? Because we are not getting the information we need to start our tasks.
  • Why are we not getting the information we need to start our tasks? Because no one is responding to our emails.
  • Why is no one responding to our emails? Because they do not think it is urgent.

After asking the five whys, you can see that the root cause of the problem is that people do not think the task is urgent. You can then take steps to address this issue, such as setting clearer deadlines or sending reminders.

Another approach is to use the Ishikawa diagram, also known as a fishbone diagram. This tool is used to visually brainstorm all of the potential causes of a problem. Once you have identified the possible causes, you can then start to narrow down which one is the most likely cause of the issue.

For example, let’s say you’re trying to improve your team’s productivity. Potential causes:

  • Lack of training
  • Poor communication
  • Inefficient processes
  • Unclear goals

After brainstorming the potential causes, you can then start to investigate which one is the most likely cause of the problem. This will help you focus your efforts on the right areas so you can make the most impact.

The most important thing is to take action to address the issue. Once you’ve diagnosed the problem, you can start to put a plan in place to fix it. This might involve changes to processes, communication, or training. Whatever the solution is, it’s important to make sure that everyone is on board and understands what needs to be done.

Most common project blockers

What are the most common blockers in project management?

There are several different types of project blockers, but some are more common than others. The most common include:

  1. People Blockers
  2. Time Blockers
  3. Dependency Blockers
  4. Feedback loop Blockers
  5. Communication Blocker
  6. Technological Blockers

We’ll tackle each one of these in more detail below.

1. People blocker:

People can be blockers to a project’s success for all sorts of reasons. There might be an issue due to a conflict in personalities or a disagreement on the project’s direction. But not necessarily, it could also be due to a lack of skills or knowledge. Or even just onboarding a new team member who isn’t familiar with the project yet.

Not only that, but they may want to safeguard their concepts, projects, teams, departments, or even their career paths. Some people fear change while others pursue it for personal gain. Whatever the reason, it’s important to be aware of the potential for people to block your project’s progress.

Solutions:

  • The first is to try and understand the root cause of the issue. Is there a personality clash? A disagreement on the direction?
  • One way to overcome this is to build consensus among the stakeholders.
  • Make sure everyone understands the goals of the project and how they will benefit from its successful completion.
  • Once you’ve identified the problem, you can start to put a plan in place to resolve it. This might involve mediation, training, or even just a change in communication style.
  • The most important thing is to keep the lines of communication open and try to find a resolution that works for everyone.
  • Be prepared to make some compromises; not everyone will get everything they want, but if the project is successful, everyone will benefit.

Time Blockers

2. Time Blockers:

Just as a house needs a foundation and walls to stand, a project needs a schedule to ensure its timely completion. A schedule provides the framework that holds everything together and helps avoid costly delays.

However, schedules can also be a major source of frustration when they are not followed. All too often, projects fall behind schedule due to a variety of factors, ranging from the unforeseen to the downright preventable. When this happens, it can result in a domino effect of delays that can jeopardize the entire project.

The key to avoiding these delays is to have a clear understanding of the factors that can cause them and take steps to mitigate them. By doing so, you can keep your project on track and avoid costly delays that can jeopardize its success.

Solutions: There are several steps to consider to overcome a time blocker.

  • Try and figure out what caused the problem in the first place. Is there a deadline for completion? Are you lacking in personnel or funding?
  • Build-in some flexibility into the schedule to account for unforeseen delays.
  • If possible, try and break the project down into smaller tasks that can be completed more quickly.
  • Consider creating a plan that might involve changing the deadline, allocating more resources, or even rethinking the entire project plan.
  • The most important thing is to take action to address the issue.

3. Dependency Blocker:

All projects have dependencies. That’s just a fact of life. But when those dependencies start to pile up, they can become a major blocker to a project’s success. Here are just a few ways that dependency mishaps can occur:

  • One team is waiting on another team to finish their work before they can start theirs. This can create a domino effect where one delayed task ends up delaying the entire project.
  • A dependent task is more difficult or time-consuming than originally anticipated. This can throw off the entire project schedule and cause other tasks to be delayed as well.
  • An outside vendor or service provider fails to deliver on their promises, resulting in a delay for the project team.

Dependencies can be a necessary evil, but when they’re not managed properly, they can quickly become a blocker to success.

Solutions:

  • Establish clear dependencies between teams and tasks. This will help avoid confusion and ensure that everyone is aware of their role in the project.
  • Regularly communicate with those who are responsible for tasks that your project depends on. This will help you stay up to date on their progress and identify potential risks early on.
  • Build contingency plans into the schedule in case a dependent task is delayed. This will help avoid disruptions to the project if an unforeseen delay does occur.

Feedback Loop Blockers

4. Feedback Loop Blockers:

Feedback loop blockers can put a big damper on project momentum. There are several reasons why feedback loop mishaps can occur, and they can all spell disaster for a project.

First, feedback loops can be disrupted when communication breakdowns occur. This can happen when team members are not clear on their roles and responsibilities, or when there is a lack of transparency around project objectives.

Also, feedback loops can be disrupted when unrealistic deadlines are set, or when tasks are not properly scoped.

Finally, feedback loop blockers can also occur when there is a lack of trust between team members, or when team members are not invested in the success of the project.

Solutions:

  • Establish clear roles and responsibilities for team members. This will help ensure that everyone is aware of their part in the project and can provide feedback accordingly.
  • Make sure that objectives are clear and attainable. This will help team members understand what is expected of them and avoid setting unrealistic deadlines.
  • Scope tasks properly to ensure that they are achievable. This will help prevent disruptions to the feedback loop and keep the project on track.
  • Build trust among team members by being transparent and open to feedback. This will help ensure that everyone is invested in the success of the project.

Communication Blocker

5. Communication Blocker:

We’ve all been there. You’re in a meeting, trying to get everyone on the same page about the project at hand when suddenly things start going off the rails: disagreements arise, tempers flare, and before you know it, the meeting is over and nothing has been accomplished.

Or, perhaps you’re trying to work on a deliverable, but you can’t seem to get feedback from your team members promptly. As a result, progress grinds to a halt and the project starts to fall behind schedule.

When it comes to project management, communication is key. Without effective communication, it’s difficult to maintain alignment among team members and keep everyone on track.

Furthermore, communication breakdowns can lead to frustration and conflict, which can quickly derail even the best-laid plans.

Solutions:

  • To avoid these communication blockers and keep your project moving forward,
  • Be sure to establish clear channels of communication from the outset and make sure everyone knows who is responsible for what.
  • Set regular check-ins so that everyone is always aware of the project’s status and can provide input promptly.
  • By paying attention to communication from the start, you can avoid potential blockers and ensure that your project stays on track for success.

Technological Blockers

6. Technological Blockers:

As any project manager knows, technology can be both a blessing and a curse. On the one hand, it can help to automate tasks and facilitate communication. On the other hand, it can also introduce new problems and complications. Technology blockers are one of the most common and frustrating types of issues that project managers have to deal with. They can occur for a variety of reasons, including poor communication, incompatible technology, and inadequate training.

Fortunately, there are a few things that you can do to mitigate the impact of technology blockers.

Solutions:

  • Make sure that everyone on your team is on the same page in terms of technology.
  • Provide adequate training to avoid any misunderstandings or confusion.
  • Be prepared to troubleshoot any problems that arise.
  • The key is to have a backup plan in place in case of technical difficulties.
  • It could be good to designate someone on your team as the “go-to” person for all things technical.
  • By being proactive and prepared, you can avoid the frustration and delays that technology blockers can cause.

Conclusion

By being aware of the most common types of blockers, you can be prepared to deal with them quickly and efficiently. And by taking a step back, evaluating the situation, and brainstorming some possible solutions, you’ll be surprised how easy it can be to find a way around project management blockers.

Project management blockers are just like any other problem you might encounter in your professional life – they can be overcome with some creative thinking and problem-solving skills.