Showing posts with label project charter. Show all posts
Showing posts with label project charter. Show all posts

What This Blog is All About

The first thing that gets pounded into your head as you study for the PMP Exam is that all projects must have and must start with a project charter. Being a blog which purports familiarity with project management, I couldn't but start it with one. While this blog, strictly speaking, isn't a project,* I think it would prove useful for us to follow the 400-page wisdom of the Project Management Body of Knowedge, 3rd Edition (PMBOK), and start with a sort of charter for this blog.

The first part of the project charter is usually the high-level description of the endeavor. For this blog, it is the subtitle that tries to capture this: “Project Management Shop Talk on Youth-oriented and Socially-relevant Volunteer Construction Projects.” I wish to discuss in this blog two interests I have had for several years. One is project management. After working here then here, getting PMP'd,** and leading trainings on project management, my pedantic tendencies have been piqued by this area of knowledge, and have gotten me to try to talk shop in blogosphere (where you don't see people rolling their eyes in exasperation). It's like chess geeks talking about special moves only eleven people in the world care about, but perhaps a tad more exciting.

The other interest I always wanted to write about is the Workcamp. The Workcamp is a volunteer program for university students. It usually consists of two weeks of construction work for a community in need. The first Workcamp I attended was ten years ago, where we cleaned and cemented the sewage waterways of a community of farmers in Bukidnon. That was sort of a turning point for me. Before that Workcamp I was a cynical and bored teenager. After the Workcamp, I was still a cynical and bored teenager. But a good seed was planted in me. I think I started to realize that doing good is actually fun, and being good (or at least trying to) makes one happy. Perhaps the fumes from the sewage waterways had something to do with my epiphany.

So, after I got out of the corporate world early this year, one of the first things I did was to organize a Workcamp. The project had two phases. The first phase was the preparation. We had to raise money for the transportation, food and construction, as well as look for a site and people to sponsor us there. At the same time, university students had to be marketed to, selected and prepared for the Workcamp. The site we got was a typhoon-ravaged elementary school in Sto. Domingo, Albay. Two years after the devastation of super-typhoon Reming, most of the classrooms have already been reconstructed. They had walls and roofs, but that was pretty much it. When we asked the school principal what their biggest problem was, she said that when the sun is out, the ceiling-less classrooms are like ovens, and when it rains, they are as noisy as a steel drum pounded by a death-metal drummer (not her exact words).

The second phase of the project was the actual construction work of fixing the school. There were twenty-six of us volunteers, and we stayed Sto. Domingo for ten days. What we did was to install insulators (those 10mm foam sheets with a metallic foil on one side). These are more effective in insulating from heat versus a plywood ceiling. They should also be effective noise absorbers. They are also much, much more cost-efficient than plywood. The volunteers had to become experts in using the gun tucker, which is like the regular office stapler minus its lower jaw. Instead, it has a four-inch trigger at the back which you squeeze with your hands to shoot-out the staple. You could kill someone with the thing. There were two teams of insulator-installers. We got a carpentry consultant, Mang Seming, who is a local there. He helped us make coco lumber ladders, which the gun tucker guy would stand on to install the insulators. The insulators could easily get torn from the staples, so we reinforced it with diagonal lattices of metallic wires held by umbrella nails at the intersections. The staples were for quick installation; the lattice for longevity. On our first day, each of the teams was only able to install insulators on one-fifth of a room's roof. On the last day both teams jointly installed insulators and wires for the last room in half-a-day. They declared that they had an alternate career path in case their university course does not work out.

We also painted the interiors of the classrooms. Another team was in charge of this. The painting team first scraped-off the old paint using a tool which looks like a metallic credit card with a wooden handle. They then wet the wall with “neutralizer,” which is supposed to make the paint stick better to the concrete wall. This may be slightly biased, but after several layers of latex paint, the interiors of the classrooms looked pretty close to a mac store. The Workcamp last year was painting of classrooms as well. Hans, the one who organized Workcamp '07, was with us, so the learning curve for painting didn't have to be as steep as installing insulators. In the mornings, four members of the painting team taught local kids personal hygiene (one of them is a medical student).

The Workcamp is not all work. After our workday, we played basketball or football. Every other day, the volunteers were given short talks on leadership. On several after-meal get-togethers, the Workcampers got to share their musical and comic talents, with presentations and games. For those who wanted, there were traditional practices of Christian piety. On the last Sunday, the Workcampers went to the Cagsaway ruins in Mayon Volcano, and on the night before that, friends of the Workcamp who own a restaurant in the next city treated the volunteers to a Chinese multi-course dinner.

I plan do a project like this as often as I can. It is a small project compared to what I used to do, but it is not a walk in the park. However, if the Workcamp opens up new vistas of life, service, joy and appreciation of the finer points of hammering nails for even just one fellow—the way it did to me a decade ago—it is undoubtedly worth it. I plan to blog about the “lessons learned” in the project—another practice that gets hammered on you when trying to be a PMP. All contents of this blog is licensed under CC-BY.

I could not talk about the Albay Workcamp 2008 without mentioning the people who made it happen. Thanks to our hosts, Dr. Manuel Lorenzo and Jess & Dette Abrera. This Workcamp is dedicated in memory of Dr. Patria Lorenzo. Thanks to our major donors—the anonymous friend of Fernan and Karlo, Metafoam of the MaraƱon family, and the Foundation for East Asian Development (FEAD). Special thanks to Mr. and Mrs. Jerry Gregorio, Ma'am Reaso, Sister Merit, Architect Cesar Olmos, Josef Lim for the posters and brochures, Fujitsu, Philtranco for the discount, Mayor Boss Boy, Glenn Nares, and all the wonderful people of Sto. Domingo. Salamat!

Of course, this Workcamp wouldn't have been successful without the teamwork, creativity and hard work of the volunteers: Mark, Michael, Kevin, Fritz, Not-Not, Arvin, Kiko, Erold, Meyrick, Andrew, Aibar, Jonathan, Luis, Carlos, Kaiser, Cedric, Gian, Jezer, Jon, Kenneth, Jeremy, Miguel, Raffy and Charles. I hope that ten years from now, there'll be twenty-four new blogs that talk shop about project management of Workcamps :)

*The PMBOK defines a project as “a temporary endeavor undertaken to create a unique product, service, or result.” “Temporary” here means you have the intention of ending the undertaking at some point, and you have some idea when that point is. This blog doesn't have those characteristics. This blog, strictly speaking, is operational work. This is the example I usually give to differentiate projects and operations: a wedding is project (even the typically week-long Hindu wedding eventually ends); marriage is operations ('till death do us part).

**The pun, to a certain degree, is intended.


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How to facilitate workshops for student leaders to come up with project proposals based on certain themes

This is how I conducted workshops for student leaders from different university centers from Metro Manila. Many of them attended the World Youth Day in Australia last June 2008. The objective of the workshops were to come up with activities in their respective centers that would transmit the message of the Pope to other people.

Here's the general framework of the workshop:
Overall:
Identify the audience --> Identify resources (what communication abilities do we have) --> Identify most pertinent messages for the audience --> projectize and create project charters

Per workshop:

Individual reflection (written down on post-its) --> Synthesize through group discussion (summarize in Manila paper and discuss to the other groups)

1.Preparation
Materials:

  • 1 print-out per person of each of the messages of the pope (space efficient and format in MS Word)
  • Manila paper (at least 3 sheets per group)
  • Pentel pens (a lot)
  • Post-its (I brought 400 sheets of 3x3 in. Less than 100 was left after the workshops.)
  • Masking tape
  • Projector
  • 1 laptop per group



Logistics

  • Enough space for discussion for each group
  • Enough time for
    • Individual reading and reflection on the messages of the pope
    • Introductions and workshops (around a total of 3 hours)
    • Creating project charters (I asked them to give the first draft after 10hours; however, there were only 2.5 hours of free time within those 10 hours; there were other activities; this was not enough)
    • Elevator pitch per team (1.5 hrs in total, but this depends on the number of groups and projects per group)
1.Introduction

  • We arrived in the venue at 6PM. Dinner was at 7. I asked another organizer, Mike, to lead an ice-breaker after dinner. It was a good one. Here's what he did:
    • He asked each one to think of an adjective which starts with the same letter as his first name
    • Each one introduces himself one-by-one with his adjective plus his first name (eg, Mighty Mike)
    • Certain people were asked to repeat the adjectives+names of the ones who already introduced (to let everyone hear people's names again and again)
    • After everyone has introduced themselves, the group is divided into 2
    • A game is then played. Each team selects a representative. The representative of the two teams face each other, but a large opaque piece of cloth is between them, so that they don't know who is the representative of the other team. The cloth is dropped. The first one to say the adjective+name of the representative of the other team, the one sitting right in front of the player, gets a point. The team chooses the next player and the game is played again. The representatives can use tactics like making funny faces to surprise the opponent and be the first one to say his opponent's adjective and name.
  • We then did the introduction to the workshop. I explained to them the purpose of the workshops, which is to come up with activities in their respective centers to transmit the message of the Pope in WYD 08. I explained in broad strokes the framework for the workshops, as well as the schedule. Two documents from the pope were given to each participant. They were asked to read through it and highlight or note down the messages that they think the pope wants them to transmit.
2.Individual reading of 2 documents from the pope
They were given 1.5 hours to do this, before we went to sleep.

3.Workshop 1 (Identifying your audience) – allot 45 min

  • This was our first activity in day 2. I passed the post-its around and each one got several. I asked them to write down the different groups of audiences around them who should get to listen to the message of the pope (around 5 min)
  • I then asked them to write down in separate sheets of post-its the different media which these people consume (around 5 min)


  • I asked them to break out into groups and come up with a summary per team (around 15 min)


  • I asked each group to have one of them explain their summary. Everyone went around all of the groups, listening to each explanation (less than10 min)


  • I then asked them to rate/prioritize their audiences and media. Who are the audiences who could further transmit the message of the pope? Who are the audiences who should be the first ones to target in communicating the message of the pope? What are most effective media among the ones listed down. (less than 10 min)
  • I asked each group to have one of them explain their summary. Everyone went around all of the groups, listening to each explanation (less than 10 min)




4.Workshop 2 (Identifying your resources) – allot 45 min
  • One important consideration in planning for non-profits is the current pool of resources, since the time and skill of people in your organization is usually your primary limitation. I asked them to write down the communication abilities of the people in the seminar who came from the same center as they. eg, writing, speaking, design, film, etc). This took around 5 min.
  • Next, I asked them to write down the abilities of people in their respective centers. In hindsight, I should have asked them to write the names of those people as well. This took around 5 min.
  • After, I asked them to write down the people with communication abilities who are not currently regular in the center but could be by helping out in communicating the messages of the pope. This took around 5 min.
  • They broke out into groups and came up with a summary per team (see pics below). This took around 15 min.
  • Everyone went around all of the groups, listening to the explanation of each team. This took around 10 min.




5.Workshop 3 (Identifying your message and linking them all together) – allot 45 min
  • I initially thought we would be able to complete these 3 workshops in 1.5 hours, or 30 minutes each. We extended by 15 minutes and Workshop 3 was not completed yet. We continued the day after. Each one individually wrote in their post-its the top 5 messages they got from the pope.
  • I asked them to discuss in their teams again. The were to select the most pertinent messages for each of their priority audiences. They were to then list down the people who could help out in these areas as well the the media they plan to use. At first, they were not very clear on what to do, so I explained it further by taking as an example their output from workshops 1 and 2, and creating the output. I told them that their output could be a table, a mindmap or an outline. The groups came up with tables or mindmaps (see below).
  • Again, everyone went around all of the groups, listening to the explanation of each team.




6.Creation of project charters and preparation for elevator pitch
  • I gave them an overview on how to create a project charter, showing some examples from the web. I then asked them to organize their output into projects. I then asked them to create project charters for each and submit the first draft in 10 hours. The time was not enough to create project charters. Next time, I'll include in the schedule time specifically for creating project charters. I'll act as some sort of consultant as they do the project charters. They were however able to create presentations for their elevator pitches. They are quite good.

Overview on creating project charters

Integration Management Lessons Learned and Documents

In the typically dry language of the PMBOK: “The Project Integration Management Knowledge Area includes the processes and activities needed to identify, define, combine, unify, and coordinate the various processes and project activities within the Project Management Process Groups.”

What worked

  1. Making a project charter organically. I did not follow a template, but created one from need (the way it should be). There were four sets of stakeholders: the beneficiaries, the non-profit group, the volunteers and the donors. The project charter, or at least its equivalent, is the project summary I made for primarily the prospective donors. Another “project charter” is the presentation I gave to students.
  2. Project management plans. E.g., communications management plan.
  3. Weekly project reporting to the non-profit leadership team. At certain points where I was a bit immersed in my day job, the reporting forced me to see where I was behind in the project.
  4. Still to come (part of project closure): news-letter and video (for showing to the sponsors and for marketing for future workcamps)
What didn't work
  1. I should have planned to manage the fundraising better. For instance, we could have asked for gifts in kind like transportation rather than just money. For projects like the workcamp, fundraising should be a section in itself in the management plans.
  2. Some misses in project closure. E.g., volunteer satisfaction survey, lessons learned sessions with the volunteers and the non-profit leadership team. This should have been documented as part of the closure section of the integration management plan.
  3. Preparing the team. I was not able to plan this well. This only turned out well because Paul, the director of Maynilad, took charge of this. Next time, how this is to be managed should be included in the management plans. I think this was very helpful in getting the team to mesh.
What I'll do next time
  1. Plan out fundraising better
  2. Plan out closure better
  3. Plan out volunteer team preparation better
Documents
  1. Project summary for donors
  2. Kick-off presentation to students at the start of the project (hack job)
  3. Another presentation to students at the latter half of the project
  4. Communications management plan
  5. A sample of the weekly report I gave to the major stakeholders
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