Terry Schmidt | Management Pro - Part 3

All posts by Terry Schmidt

About Terry Schmidt

Terry Schmidt helps leaders at all levels to think bigger, plan smarter, act fast, and get results. He brings three decades of experience assisting clients in 38 countries. Terry earned his MBA at Harvard and is a life-long learner committed to making a difference in the world.

The Best Eight Project Management Books on the Market. Wow – Mine Made the List!

I was proud as a pup with a new collar to learn that my book Strategic Project Management Made Simple was named one of the eight best project management books on the market! I’m delighted to be included with other management experts I greatly admire who have developed systems, concepts, and tools that truly help people get outstanding results.

Whether these are indeed the best eight books (out of more than 12,000 with project management in the title) is debatable. What is not debatable is that we professionals and knowledge workers (a term coined by Peter Drucker in the 60s) need better ways to tackle the complex challenges on our plates.

What makes my book unique and highly effective is the core methodology: the Logical Framework Approach. The Logical Framework Approach (LFA) elegantly weaves together best concepts from strategic thinking, project management, risk analysis, and the scientific method into an interactive matrix that flexes and scales to handle just about any problem, project, or opportunity you might face.

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During my career I’ve taught this approach to over 25,000 people of all backgrounds in 38 countries, who have used it to turn strategy into sound and executable projects in virtually every context.

The “secret sauce” flavoring my approach are four critical strategic questions, answers to which populate the Logical Framework matrix With this approach, teams can develop a shared understanding of complex projects and design a sound action plan quickly and smoothly. . The thinking process is interactive and answers in one cell can affect the information in other cells, much like a Sudoku puzzle.

Teams which use the LFA can develop a shared understanding of complex projects and design a sound solution and action plan quickly and smoothly. This has been my methodological tool of choice for nearly 40 years because it is, well, logical and provides a solution framework that scales and flexes to fit any context.

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I’ll never forget my early experience teaching and applying the LFA. I had just left a cushy strategic planning job with the US Department of Transportation to do third world consulting. My first project was in Bangladesh, one of the poorest nations on the planet, where the income for most people was under a dollar a day and people were starving daily because food was scarce

What a shocking and humbling experience to travel from affluent Washington DC to poverty-stricken Bangladesh. My job was to create a planning capability in the Bangladesh Planning Commission, established to manage projects that would help poor farmers grow more crops to feed a starving nation. For six weeks, I taught Planning Commission staff how to use the Logical Framework, then we used the tool to develop strategies and create project action plans to increase agriculture productivity.

I’ll always remember what my Bengali counterpart said “Your system is so clear that everyone from the Minister of Agriculture to the farmer in the field can understand the project. Thank you. This is exactly what we need to solve our problems.”

When my client base shifted to business and technology organizations, I was surprised to find that even smart and well-educated professionals also faced difficulty getting their projects off the ground.

That’s because we knowledge workers face the same underlying challenges in a vastly different context. How do we get everyone on the same page? How do we translate strategy into executable projects? How do we reduce risk and eliminate problems early? How can we build a strong and effective project team? How can we align projects to the larger strategy? How can we get a fast and effective start and reach goals sooner?

With a few tweaks, the Logical Framework Approach provided the tools they needed. Today, knowledge workers of all types are discovering that this is the “missing ingredient” in their recipe for getting outstanding results as they implement new systems, launch new products, develop talent, solve research problems, improve national security, and tackle other critical projects.

Give it a try — it works!

To learn the most powerful concepts I teach my best clients at no charge, sign up for my series of free stimulating content-rich videos. Register here.

Four Strategic Ideas from Gary Vaynerchuk #AskGaryVee

 Gary Vee #AskGaryVee

You may already know Gary Vaynerchuck’s story.  I didn’t until he spoke at the Infusionsoft 2016 conference. Until he stepped on stage, I had no idea that this brilliant, fast-talking, colorful, storytelling hustler with a heart would stimulate me so much.

This 40-year-old Russian immigrant started working in his dad’s liquor store from age 13. Gary saw the potential of social media, started WineLibrary.com  and recorded 1001 video episodes which boosted sales from $3 million annually to nearly $50 million .  He built his current media company from 20 to over 500 employees using brilliance and hustle.

I sat in the fourth row of the Phoenix Conference Center listening to him along with 3,000 other entrepreneurs.  What I experienced was a totally passionate, brilliant, and caring entrepreneur committed to making a difference in the world.  Here are my top take-aways from Gary that I’ll bet apply to you as well.

1. Passion Matters.   You need to be excited about your ideas to make them happen, excited about your life to enjoy the ride.   If you feel stuck, find something large or small to get jazzed about again. Gear yourself up each day. Discover a way to make today an adventure.

2. Play the long game. It’s easier to tolerate an overbearing boss  or corporate bullshit if your larger goal is to run your division three years from now and happily retire to Fiji in 2036.    The oldsters among us will remember the advertising tagline “No fine wine before it’s time” in the old Orson Welles commercials for Gallo.  This wisdom applies to raising great kids and crafting a great career and life as well.

3. Give before you ask. The best way to develop raving fans, whether those be co-workers or customers, is to be a giver. Give your support, your warmth, your ideas, your time. Build up relationship capital so you have assets to call on when you need to.

4. Be who you are. Understand and tap into your own DNA.  What makes you tick? Be honest about your personality, attitudes, driving ambitions, and skills.  Focus on leveraging your strengths rather than trying to overcome weaknesses. Gary credits self-awareness and emotional intelligence as his master keys to success.  The ancient Greek aphorism to “know thyself applies even more two millenniums later.

Gary gifted the audience with his brand new book #AskGaryVee , which I heavily underlined on my flight back to Seattle. This is a sweet 356 page read in which Gary presents colorful timeless advice on marketing, social media, personal branding entrepreneurship, wine,  and everything else you’ve been afraid to ask but are dying to know.

I was late to the party in discovering this man, so after the conference I dug into his treasure-chest of insights and entertainment on YouTube.   If you are also just meeting this passionate visionary, get fired up with the video Six minutes for the next 60 years.

Outsmart Murphy by Managing Your Critical Planning Assumptions

When NASA’s $125  million Mars Orbiter crashed during the landing phase, a later analysis showed that the spacecraft builders worked in the metric system. NASA assumed, but for some reason failed to verify, that the builders were using the English measurement system of feet and inches. Thus, the Orbiter’s computer contained bogus data and the mission didn’t have a chance.

When “Company X’s” strategic plan crashed during the execution phase, analysis showed that the core strategic planning team worked in the realm of future vision. They assumed, but failed to verify, that there would be adequate support among the stakeholders affected by their plans. This assumption was bogus and their strategy didn’t have a chance.

Whether aiming for Mars or someplace closer, many missions that matter crash on the hard rocks of reality when an implicit but unmanaged assumption went awry.

Murphy and his infamous law dwell in the murky mess of invalid assumptions — those conditions which must exist for the strategy to be valid. The graveyard of failed strategic plans is littered with undefined, unexamined, and untested assumptions such as:

  • Management support is etched in stone on this one.
  • Everyone is in the loop and on-board for the entire ride.
  • We have a good balanced scorecard and that should be sufficient.
  • No use wasting too much ink because we all know our plan.

Assumptions Matter

When bad things happen to good strategies, erroneous assumptions are often to blame.Valid assumptions are critical in developing and executing plans.

Every undertaking rests on assumptions—whether or not they are acknowledged or verified. The best strategic thinkers, planners, and change agents take the time to identify, examine, and validate their underlying assumptions because faulty assumptions act as invisible beds of quicksand, eager to suck good intentions under. So, how do you surface the most relevant ones?

There are two levels at which assumptions analysis can help planners to reality-base their work.  One level concerns assumptions made about the implications of trends and factors that show up during an environmental scan.

There’s an old story about two European shoe salesmen sent to adjacent regions of Africa to study sales potential.   The first reported back that since no one wore shoes, there was zero sales potential.   The second reported that since no one wore shoes, the potential was infinite. Both analyses have the same underlying facts, but diametrically opposed interpretation. These contrasting conclusions reveal very different mental models and assumption at play. This phenomenon can also occur during strategic planning and among strategic planner as well, because we seldom bother to make explicit our implicit assumption.

Equally important are the assumptions in your more immediate planning environment. Ask yourself, “What should we assume?” or “What are we assuming?” in such categories as:

  • Planning Team Members
  • Related Projects
  • Stakeholders Interests
  • Willingness to Change
  • Management Support
  • Customer Expectations
  • Technical Issues
  • Political Climate
  • Resource Availability
  • Competing Concerns

Three Steps for Managing Assumptions

As your own experience may confirm, many strategic initiatives fall flat due tofaculty, ill-formed, undefined or unexamined assumptions.  Assumptions always exist, whether or not we acknowledge or verify them. You need to get them out of your head and onto paper. Try this simple three-step process to surface easily-overlooked potential deal beakers which deserve your attention.

Step 1.  Identify Key Assumptions.

Get your core team together, or fly solo, and use these kick-off questions to surface underlying Assumptions:

  • What conditions must exist, and what factors must be true, for this effort to work?
  • How must the world cooperate with us?
  • What else must happen for this to succeed?
  • What else should we assume?

Step 2. Analyze and Test Them 

Now you can analyze and test each with questions like these:

  • How important is this Assumption to strategy success or failure?
  • How valid or probable is this Assumption? What are the odds? How do we know?
  • If the Assumptions fails, what is the impact? Does it diminish level of accomplishment? Delay it? Destroy it?
  • What could cause this Assumption to not be valid?” (Note: This one triggers specific risk factors).

This first-cut analysis offer a jumping-off point for more rigorous risk assessments using conventional risk management techniques.

Step 3. Act On Them

Now subject each assumptions to the following:

  • Is this a reasonable risk to take?
  • To what extent is it amenable to control? Can we manage it? Influence and nudge it? Or only monitor it?
  • How can we design our initatives to minimize the impact of, or work around, risky Assumptions?
  • What contingency plans might have handy just in case?

Acting on Assumptions requires making contingency plans and putting preventive solutions in place. For example, if it absolutely, positively must get there overnight, send identical packages by DHL, UPS and FedEx. If storms are brewing, do the organizational equivalent of nailing on plywood and getting a gasoline-powered pump before the hurricane hits! You get the idea.

Steering Assumptions Your Direction

By vetting key assumptions as part of plan, your organization can better navigate towards its “future of choice” no matter which way the wind blows.

There are many proven approaches for pulling assumptions from the murky waters where Murphy dwells. One such tool, the Logical Framework approach, teases them out and helps articulate the underlying issues and conditions, so you can either deal with them before they surface and crush your strategy, or monitor them and have a “Plan B” waiting in the wings

As you and your team become adept at managing assumptions, you’ll be better prepared to sail skillfully and courageously across the sea of change washing over us,  rather than getting drowned by a strategic tsunami you didn’t see on the horizon.

To learn the 4 Cornerstone Questions and Project Super Power strategies Chuck used to go from doubt to confidence and success, click here to register for my one hour Project Super Power System training at no cost.

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Terry Schmidt is a business strategist, keynoter, and author of Strategic Project Management Made Simple, and chief honcho at ManagementPro.com. He helps leaders at all levels to develop the skill set and mindset to accomplish outstanding results.

My car won’t start after I buy vanilla ice cream! HELP ME FIGURE OUT WHY.

The following story, once shared on PBS by the Car Talk  brothers Click and Clack, turned out to be an urban legend.  But I’ve rewritten the story to engage you in solving the puzzle and offering a valuable lesson in strategic thinking. The story supposedly involves “Fred” complaining to Ford Headquarters that his car won’t start whenever he buys vanilla ice cream.  Let’s hear from Fred:

“We have a family tradition of sending me out to buy ice cream after dinner each night.  We vote on what kind of ice cream we should have, then I drive two miles to the store to get it. But every time I buy vanilla ice-cream, my new Ford won’t start. If I get any other of ice cream, the car starts just fine.  Please explain why my car is allergic to vanilla ice cream?”

Ford headquarters asked him to carefully document his next four nights of buying ice cream.   The first night the family voted for vanilla ice cream, and sure enough, after he bought vanilla from the store and came back to the car, it wouldn’t start. The second night, he chose strawberry, and the car started promptly. The third night, chocolate was the choice and the car started fine. But the fourth night when he ordered vanilla, the car failed to start again.

What’s going on? Now, dear reader, think about it for a moment. What do you think the reason is?   What’s your working hypothesis (fancy word for “best guess”) as to why his car won’t start?  What additional information would you need to be sure?

Ford asked Fed to repeat his ice cream visits but to carefully capture data concerning time of day, type of gas used, outside temperature, time it takes to purchase, drive time back and forth, flavor selected, and whether the car started or not.

Scrunching the data provided a clue:  It always took Fred less time to buy vanilla then any other flavor.  With that additional insight, what’s your new working hypothesis about the root cause of the problem?

Ford then sent an engineer to the store to investigate further.  The engineer studied the store layout, noting that vanilla, being the most popular flavor, was placed in a separate case at the front of the store for quick pick up.

All the other flavors were kept in the back of the store at a different counter where it took considerably longer to get served. It was clear that now the issue was why the car wouldn’t start when buying ice cream took less time. Once time became the key variable– not the flavor of ice cream –  the solution became apparent: vapor lock.

Before cars had fuel injection, when a car was shut off, it needed time to cool down before it would restart.  This happened to his car every night but because Fred got vanilla more quickly, the engine was still too hot for the vapor lock to dissipate. But the extra time needed to get the fancy flavors allowed the engine to cool down sufficiently to start. Problem solved.

Lesson Learned: If your initial interpretation of the solution to a problem doesn’t make logical sense, search for alternative solutions. Refine and test your initial initial, dig deeper, get data.

Don’t confuse correlation with causation.  Just because buying vanilla correlated with a stalled car, that was not the causative factor. The rooster crowing in the morning doesn’t cause the sun to rise, though it may like to think it does.

The practical business application:  when your team is underperforming, it’s easy to blame the people. But as W. Edwards Deming reminded us long ago, look deeper at the system, the process, and the interfaces to see if they are working in sync. That’s likely where the problem is.

Be strategic and intelligent about discovering root causes.   And be assured that your car should start regardless of what ice-cream flavor you are hungry for.

Rediscover Your Life Mission

During the winter of 1986, I attended a personal transformation program  called The Wall in a remote forest campground near Seattle. That experience changed my life.

Two dozen inner-explorers gathered for deep discussion and reflection, then each crafted their life mission statement. Later I had mine engraved onto a bronze plaque that hung on my office wall for years until I moved.

Recently, while sorting through  boxes of personal belongings in storage, I found that forgotten-about plaque. A wave of powerful emotions rippled through me as I reconnected with those deeply felt and carefully chosen words. Before sharing the profound insights that emerged, let’s turn the conversation toward yourmission statements.

Do you have a written credo, mission, identify or life purpose statement? (They are all essentially the same thing). Can you readily recite yours?

If not, you are not alone. Mission statements are not a must to live a meaningful life. But those who invest the time to create one gain a powerful tool to purposefully design their life, not just live it.

Twice each year I teach a personal reinvention workshop for working professionals at the UCLA Extension Technical Management Program. To my surprise, very few of these smart and motivated men and women have their own written personal mission statement. Some never thought about it, other didn’t know how to do it, a few were rebels whose mission was to “not have a mission.” For a long time I also resisted crafting my own because of the false concerned that doing so would “lock me in.” It took me years to appreciate the strategic power that mission statements offer to those who choose to make a difference in their life, not just make it through.

Many folks have one rumbling around inside that has never been invited out to play. If that describes you, or if yours deserves an upgrade, now is the perfect time.

There are many different approaches and formats to crafting your mission. Yours can be as simple as “to live the best life that I can.” Keep it in mind that their purpose is not to impress others, but to inspire and guide you. If your statement is not grand and eloquent, but it resonates with you,  voila!

So give yourself the ultimate gift this season. Here are two simple steps for creating or sparking up your statements.

Step 1: Construct statements that express the purpose of your life. 

You can develop a single, all-encompassing mission statement, or multiple statements that cover the various roles in your life (as a parent, professional, partner, wild-eyed visionary, etc.) Slice and dice yours however you wish. Some simple examples, from my participants:

  • my life purpose is to live fully and be missed when I’m gone
  • the purpose of my life is to build security for my family and contribute to my organization success.
  • my life is about loving and doing my part to make the world better
  • I’m a kick-butt entrepreneur whose destiny is to create apps that transform people’s lives and make money too

Some tips: Choose words that energize, spark, or inspire you.  Consider action verbs like transform, invent, improve, expand, reinvent, amplify, and contribute to anchor your sentences.

Don’t confuse mission statements with goals. Goals can be accomplished and checked off while a well written mission statement transcends goals.

Substitute simple for complex words. Tinker with the language, so the words come flow off your  tongue smoothly.

Step 2. Internalize to make it real

The next step is to internalize your statement so that the words translate into feelings that resonate internally and become part of your core identity.  Repetition with emotion is the key to making it come alive in your mind and heart.

There are lots of ways to “install” this into your nervous system. Print out and post on your bathroom mirror,  and recite it with feeling each morning. Use it as your screen saver. The more you remind yourself, the more you begin to own and act consistent with it.

Integrating physical movement while reciting deepens the connection. Can you dance it? Sing it? Do the Ali shuffle? Can you chant it like a mantra while jogging?

I hope you are convinced to invest some time in creating or updating your mission statement. It will be the best gift you receive all season, and like presents you receive from others, yours will fit.

Sharing My Mission

Yesterday, twenty-nine years after the Wall, as I dusted off and read that old plaque, those deeply engraved words felt comfortable as a favorite old pair of jeans that still fit perfectly. I realized that if you take the time to put in words a mission that springs from your core values, it will last a life time.

I’ve never shared that statement beyond the small workshop group and with family members. So for you, my trusted readers, here is mine. I also encourage you to share yours in the comments.

“To begin each day refreshed, and totally committed to winning and to helping others do the same;

“To achieve bold results in the worlds around me that will make a difference in the grander scheme of things;
 
“To complete all my work, both the humble and the mighty, with quality, efficiency, integrity, and pride;
 
“To develop all my systems, the physical, mental, social spiritual, so that mind and muscle, head and heart, spirit and soul work together in harmony;

“To empower others to perform, by my own example, by being open, honest, and supportive;

“To build prosperity and richness in all dimensions of my life, by proper use of my time, money, energy, and ideas;
 
“To close each day in quiet contemplation in which I love, forgive,  celebrate, and praise myself, my friends, my family, and my God.

December, 1986

Project Design Made Simple

You don’t need to be a rocket scientist to appreciate NASA Rule #15!

A review of most failed projects and project problems indicates that the disasters were well-planned to happen from the start. The seeds of problems are laid down early. Initial planning is the most vital part of any project.” – NASA Rule #15

Sound familiar? How many times have your promising ideas stumbled when they could have sprinted with better initial planning?

You can’t skip the up-front strategic thinking and collaboration and jump directly to execution. That’s like building a house without first pouring the foundation. But even smart people fall into the “activity trap” by prematurely fleshing out to implementation tasks and schedule before adequately understanding the project as an integrated system.

Doing the vital initial planning right requires the right process and the right tools. We have them.

Discover the Logical Framework Approach

What distinguishes the results we get from that of other strategy consultants is that we feature a proven, powerful, and practical methodology: the Logical Framework Approach (LFA).

The Logical Framework Approach is arguably the most effective initial planning system because it lets you systematically build a strong foundation for predictable multiple success while eliminating potential problems in advance. Its power derives from embedded methodologies, including: systems thinking, management by objectives, the scientific method, team building, risk management, agile, and others.

Best of all, people of all backgrounds readily grasp the concepts and can put them to use.

Think of the “LogFrame” as a mental workbench organized as a 4 x 4 matrix consisting of four columns and four rows. Each box in the matrix contains specific project information organized by principles of good science and good management. The boxes interact with each other, and changes in one box can affect the others.

The LogFrame is not a form to be filled out, but a way to guide document the design conversation. The internal logic forces teams to think through all of the critical issues early in the game as they build clear plans, shared understanding, and commitment.

Sharpen Your Strategic Hypothesis

The core concept built into the Logical Framework — and absent from most systems — is causal thinking, also called means-ends or if-then thinking. As the classic Field of Dreams  line says, “If we build it, they will come.

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Our approach recognizes that every project consists of four distinct levels of objectives, defined as follows:

  • Goal = big picture strategic intent (WHY)
    Purpose = change expected from completing the project (Why)
    Outcomes = necessary deliverables to achieve Purpose (What)
    Inputs = tasks and resources required (How, Who and What)

These distinctions become meaningful in establishing accountability, evaluating project impact, and alinging the project with the larger testable Goals.

The logic between levels is not random or accidental; there are definite causal relationships or “linked hypotheses” that connect these levels. We can link these objectives into a strategic project hypothesis using if-then, thinking:

  • If  Inputs then Outcomes;
    If  Outcomes then Purpose;
    If  Purpose then Goal

These if-then linkages form a clear model of how our projects will produce results that ripple up the causal chain to achieve Goal. This makes it easy to summarize, improve, and communicate the project strategy and collaborate with cross-functional groups.

This FlexibleApproach Meets Multiple Management Needs

We are constantly surprised by how our clients creatively have utilized the Logical Framework Approach. Here are some high-payoff applications:

  • Review and refine core strategies. This method supports a broader strategic planning process to periodically review and refine your strategic plan and portfolio.
  • Develop execution plans for key initiatives. Prioritize activities for a rapid, smart start on your key strategic initiatives.
  • Strengthen teams across work functions. Bring together new teams and task forces and ramp up quickly for immediate productivity.
  • Reinvent the department. Take a fresh look at where you are and develop strategies to get to where to want to go.
  • Develop information technology solutions. Integrate technology solutions with core processes to deliver customer value.
  • Design and launch marketing or sales initiatives. Identify and execute initiatives that support strategic sales goals or balanced scorecard elements.
  • Take a high-level first cut. Apply up front for high-level scoping of super-sized projects.
  • Develop recommendations and make decisions. Set decision criteria, identify alternatives, collect information, conduct the analysis, and make recommendations.
  • Improve critical processes. Identify the “low-hanging fruit” where a modest process improvement effort yields big returns, analyze and redesign any process that needs an overhaul.
  • Handle emergent issues. Manage projects that arise suddenly and need quicker solutions than your organization’s formal project management protocols provide.
  • Structure project evaluations. Organize insightful interim evaluations of ongoing projects as well as completed projects at any project stage to think, plan, and execute the future phases.
  • Organize learning and development. Sharpen learning and development programs at all levels to identify and develop future competencies.
  • Manage outside-the-box projects. This approach provides a refreshing, practical tool for projects that don’t naturally fit traditional project management methodologies.

Logical Frameworks served a vital role in helping clients achieve the needed solutions in diverse situations. Read More

Want some examples?  Go here to request up to 8 different project designs using thss process.  Then put this system to work and get great results.

 

Climb the Pyramid of Professional Excellence and Impact the World

Recently I delivered the opening keynote at the 91st UCLA Extension Technical Management Program (TMP), a unique one-week learning experience for mid-career leaders in technology and business occurring each March and September.

This was my 62nd time teaching in this program over the last three decades. This is my favorite ongoing gig because participants select four different courses from a menu of 20 offerings taught by expert consultants and professors. (See www.unexucla.edu/tmp). As a bonus, it keeps me in tune with the issues and opportunities my audience faces.

My main message was simple: The best strategy to thrive in these fast-change times is active lifelong learning.

Make your learning strategic. Differentiate yourself from your peers and build a competitive advantage by acquiring or sharpening those skills that add most value in your context, and which you enjoy using.

I then introduced Blooms Taxonomy, a learning model developed by Dr. Benjamin Bloom in the 1950’s. Bloom was an educator who wanted to go beyond the rote style school of learning then taught in most schools. His original pyramid, later refined, has six levels as depicted in the opening visual.

Bloom’s taxonomy offers a helpful model to track your level of professional mastery.  The higher up the pyramid you can operate, the stronger is your competitive edge and ability to create value. Let’s explore each level of this helpful framework.

Remembering is the base level of the pyramid and constitutes retention of knowledge. Sure, you need to remember what’s essential, but equally important is knowing where to go to learn what you don’t know. When in doubt, ask wise old Mr. Google.

In the Strategic Thinking and Planning course I taught that week, I didn’t really care whether my participants could precisely name the ten different schools of strategy. What I cared about is that they grasped the essential elements.

The remembering level is where you acquire knowledge, the levels above constitute skills and abilities in using the knowledge.

Understanding is the second level. Remembering is not enough; I wanted my participants to understand intelligently discuss the basic strategic concepts.

Application, the third level, is where value is created as here’s where you try out the concepts in your world. This requires active in testing the ideas, modifying your approach as needed.

In my experience, only a fraction of people actually apply what they learned from any course. Maybe that’s due to fear of making mistakes or not doing it perfectly. But what benefit does learning after if you don’t apply it?

What stops many people is the learning curve to gain proficiency. But you already discovered to master steep learning curves long ago as a baby. Good thing you kept trying to walk despite falling down numerous times, or you’d still be crawling. Application is the key to success.

In class I challenged folks to apply the strategic concepts to their own environment by doing an environmental scan, validating their vision/mission, and identifying success measures for their enterprise and work group.

The ability to analyze means drawing connections and conclusion across multiple situations. In my course, this is where they compare and contract various strategic approaches. Where would Blue Ocean Strategy work? Porters Five Forces? How does the Balanced Scorecard fit? What is the value of the Logical Framework?

When you evaluate, you begin to draw on wisdom gained from experience. Sure, you developed and implemented a strategic plan, but what happened and why? In evaluating the results, you examine how well the goals were achieved. In addition, you evaluate and improve very process by which you develop and implement strategic plans.

The ability to create characterizes the masters of their craft. Here’s where you develop new models, reinvent a process, insert new features, and create something new that benefits to your group, company, or profession.

But achieving this level doesn’t require the 10,000 or more hours of study Malcom Gladwell describes.  It requires a curiosity and determination to try new things. Get it out there. Take your best shot at advancing your profession. This is where you begin to become a thought leader.

I’ll close with the same challenge I gave to my audience: Reflect on how this model relates to your career/life trajectory. Identify the major skill categories required in your current situation, or that of your dream job. Then determine where you are in the hierarchy, and what you need to do to climb.

A fruit tree gathers nourishment from the soil and sun, then produces fresh and delicious fruit.  YouAs you have been nourished by books, teachers, courses, and daily experience. Now is the time to put forth your own fruit iby writing articles, producing plays, creating new algorithms, transforming how your team operates,  reinventing a process, whatever is needed.  The world needs the fruits of your wisdom.

Turn Strategy Into Action: The Logical Framework Approach to Outstanding Projects

Your organization may have a great strategy on paper, but can’t make it work in the real world. If so, you are not alone. In fact, Fortune magazine notes that 70% of all strategies fail, largely because of the inability to execute.

It’s tough to turn strategic intent and goals into executable project plans that are understood and owned by capable teams.  We need to apply sstrategic thinking and systematic tools at the “fuzzy front end”, but many people instead use ad hoc means or turn to tactical tools and software before the objectives are fully understood. That’s like painting the house before you build it.

Here is a proven method that will guide you to design and launch your most critical projects better and faster. This powerful approach comes from lessons learned over my three decades of assisting hundreds of teams worldwide, and has been proven by my Fortune 500, fast-growing smaller organization, government, and nonprofit clients.

My core methodology is called the Logical Framework Approach (LFA),a highly respected Strategic Project Management system that is ideally suited to project based work of all types.  You’ll like it because it is logical, flexible, scalable, and simple without being simplistic.

The LFA was originally created in 1969 to help the United States Agency for International Development (USAID) plan, implement, and evaluate hundreds of complex projects in their global multi-billion-dollar foreign aid portfolio. I was recruited to teach it in 24 developing countries worldwide. I quickly recognized that these concepts would also benefit a wider audience of project teams, business executives, technologists, and professionals of all types.  So I wrote Strategic Project Management Made Simple: Practical Tools for Leaders and Teams (Wiley).   This post is based on that book.

You’ll find that using the “Log Frame” helps to:

  • Improve communications among key players
  • Sharpen and align project Objectives to the overarching strategy
  • Identify interfaces and linkages
  • Clarify what success looks like in advance
  • Design a sound solution approach
  • Reduce risk and eliminate problems in advance
  • Build effective teams
  • Start faster and finish sooner

The LFA resonates well with knowledge workers because it offers a rigorous, but flexible and framework to tackle projects and initiatives of all types. Here is how it works:

Causal Thinking: The Secret Sauce in the LogFrame

This classic line from the movie Field of Dreams illustrates the core Logical Framework concept missing from most approaches. Projects consist of multiple objectives at different “levels” and causal thinking (also called if-then or means-ends) lets us logically link objectives at various levels.  If-then thinking offers a compact language to express our strategy as a predictive hypothesis.

We recognize that every project consists of four distinct levels of objectives, defined as follows:

     Goal = big picture strategic intent

    Purpose = change expected from completing the project

     Outcomes = necessary deliverables to achieve purpose

     Inputs = tasks and resources required

These distinctions become meaningful in aligning projects with overarching goals, establishing project team accountability, and evaluating project impact. We can use simple causal logic link to these objectives into a strategic hypothesis of the form “If Inputs then Outcomes; If Outcomes then Purpose; If Purpose then Goal

The classic phrase “if we build it, they will come” from the movie Field of Dreams illustrates the causal logic embedded in the LFA. Project managers can build a baseball field (Outcome), but the higher intent is that “they come” (Purpose), and there is an even higher Objective (Goal) to “save the farm.”

The logic is causal, not sequential. Project plans typically depict sequential logic (B follows A). But causal logic (B is caused by A) let us think strategically to identify the drivers that cause the higher Objective to occur. This cause-effect perspective helps build a shared understanding of the big picture among key players. The logical “if-then” linkages form a testable strategic hypothesis that promotes collaboration, communication and coordination to achieve strategic Goals.

These if-then linkages form a strategic hypotheses – our mental model of how our project will produce results that ripple up the causal chain. This “project backbone” provides a foundation for success.

The Logical Framework Matrix

I have crafted four critical strategic questions that are captured in the Logical Framework matrix, 4×4 interactive grid that organizes key project design information using from management and science. Answering these populates the matrix.

LF-2-editedLet’s Let’s do a deeper dive into how each question illuminates an important aspect of the project. .

  1. What are we trying to accomplish and why?

The first question illuminates project Objectives, and we recognize that every project consists of four distinct levels of objectives as previously defined.

Projects are instruments of change. The project payoff and benefits occur at the Purpose and Goal level. But we cannot directly control these levels – they are “hoped for” Objectives. What we can manage/control are the Inputs and Outcomes level.  So we design projects by identifying the necessary and sufficient set of Outcomes (deliverables) to achieve the Purpose or the changed conditions expected after the project. Purpose is the linchpin that connects what we can make happen (Outcomes) to strategic intent (Goal). This strategic line-of-sight helps keep our eyes on the prize.

 2. How will we measure success? 

The second strategic question sharpens the definition of Objectives at each level by establishing success measures (metrics) and means to verify them.

These are captured in the green middle two columns. Measures describe the expected level of accomplishment using quantity, quality, time, and cost indicators. The Verification column sets up the basis for monitoring implementation (Input to Outcome) and measuring impact (Purpose and Goal). By setting separate measures at each level, we can monitor progress and evaluate achievement at each level.

3. What other conditions must exist?

Risks exist in every project. The third strategic question illuminates critical Assumptions and risk factors. These can include dependencies, interfaces, policy considerations, resources, market factors, and other important conditions needed to make the if-then logic valid. Captured in the fourth column, Assumptions and are a jumping-off point for further risk analysis. Uncovering these early lets us outsmart Murphy and his infamous law.

  1. How do we get there?

Answering the first three questions provides clarity for developing the work plan. The blue Input row captures tasks, schedule, resources, and responsibilities. Conventional project management tools (e.g., WBS, Gantt charts) flesh out the Input to Outcome linkages.

 

DESIGN TEST:

 

Now let’s expand our strategic hypothesis by incorporating necessary assumptions. You can test your project logic in advance and work out the kinks by applying the Implementation EquationTM

If Inputs and valid Assumptions, then Outcomes;

If Outcomes and valid Assumptions, then Purpose;

If Purpose and valid Assumptions, then Goal.”

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The Log Frame concepts smoothly dovetails with other corporate systems and tools, fills in some missing gaps, and improves overall effectiveness of leaders and teams. It offers a sharp lens to see the big picture and a rigorous but flexible framework to plan, implement and evaluate projects and initiatives of all types. Users find that the common language and logical structure helps both cross-functional and intact teams to collaboratively design, communicate, and execute projects.

Want some examples?  Go here to request up to 8 different project designs and other resources.  Then put this system to work and get great results!

Lets pop the cork – my first blog entry

This is my first post on this new blog, which still has the new car smell.   My commitment is to share my best management insights, lessons learned,  strategies for personal excellence, quirky humor, and more.  I realize that your most important resource is time, so will do my very best to honor you as a reader by adding value.

So lets pop the cork of this  champagne bottle  and celebrate the wisdom and wit to come!