PM@CH Journal 2016 | Page 16

The Swiss Project Management Journal Young PM All things are created twice; first mentally; then physically. The key to creativity is to begin with the end in mind, with a vision and a blue print of the desired result. STEPHEN COVEY Steering Committee Best Practices Guidelines for Project Managers. By Alex Bilal Husein What is the most effective way to escalate issues? If you answer, “the Steering Committee”, you are on the right track. How do Project Managers get key decisions made for their project? What are their options to create cross-organizational awareness? T he following guidelines are based on best practices identified by a survey performed with 26 Project Managers (PMs) and 16 Steering Committee (SC) members in an inhouse IT infrastructure department of a large company. During the interviews, these professionals outlined their most significant concerns, shared their expectations and provided advice about how to optimize the process. There was common agreement that a Steering Committee should be a small and empowered team that steers an initiative or project. The Steering Committee is a powerful organ to practice a certain level of oversight and control over projects. The survey determined that regular SC meetings definitely contribute to the success of projects. However, it is also possible for the SC meetings to go wrong, even to the extent of experiencing how SC members try to sabotage the project! “But what went wrong here?” wonders the PM. To avoid some of the common pitfalls associated with this particular form of collaboration, let’s take a look at some of the best practices that the survey revealed. Why would a PM need SC best practices? There is one answer to this question that both PMs and SC members agree on: The SC does not meet the expectations they had from it. The PMs were especially disappointed when  the meetings were onedirectional;  some content was discussed repeatedly without visible progress;  regular status update reports sent via email were not read and understood in preparation;  SC members did not follow through on their actions between meetings or failed to show interest in the project. On the other hand, the SC members were equally disappointed when  Meetings were onedirectional and boring;  they were surprised at the meeting because they were not briefed upfront;  Committees were too large slowing down decision making;  Meetings were planned for decisions that can be made offline;  The roles and decisions to be made were not clearly defined;  Meetings were set up for status updates instead of for decision making So, how can PMs and SC members improve the quality of this necessary collaboration?* First of all, the SC steers. And the most efficient way to steer is to clarify every member’s role and decision making power. For that PMs should nominate a chair for their SC. The chair is *the person with the most at stake in the project*, accountable for building the SC with the PM. The chair can be the sponsor or a key stakeholder, based on the nature of the project. S/he also supports defining which key decisions most probably have to be taken throughout the lifecycle of the project. Project Management Institute SWITZERLAND Chapter 16 This exercise will help identify the right members for the SC, identify accountable decision makers, and reduce the committee to the minimum by avoiding redundant or excessive representation. Members of the SC must have something at stake, otherwise you are wasting their time. If you are familiar with the RAC matrix, which defines stakeholders as being responsible, accountable, consulted or informed, never have stakeholders sit on your SC that only have the role to be informed. Furthermore, compile a list of mandatory participants for each meeting and only invite the others optionally depending on the topics you want to discuss. Some members’ attendance might be irrelevant for some meetings, and saving their time increases their satisfaction. Once the SC has been formed, the first meeting is the opportunity to share each member’s specific role in relation to the project, specifically the role of the PM as well as the one of the chair are very important to explain. This might require some soft skills from the PMs side, as you will have to make sure that your standards of commitment are accepted by everyone. For example, *make clear that you will avoid meetings of informative nature*, but also that you expect your members to read and understand the status updates. Do not hesitate to open the door for them to assign delegates if they feel they are not the right level of representation for the topics that will be discussed. Keep in mind that the delegate *should be empowered and have the knowledge to take decisions*. Big SCs should be avoided: 4-8 members sounds about right for any size of project. In case of a project with a huge user community, or impacting independent areas, you might consider also building a *Sounding Board* (SB). The SB should be an operational/expert level board with a 2016 Edition