Project Management

Posted on by johnlwheaton1

Project management is many things. The term project management is a broad category. It can be defined and manifested in different ways. There are key aspects and processes to the role of project management that need to be executed in order to achieve success. Project management in one company differs from that of another, yet there should be some common ground, some similarities, across all of project management in the AEC (architecture, engineering and construction) industry.

All companies bigger than the ability or availability of an individual owner, or group of owners, to manage at the project level, are dependent on project management to determine the success of their projects, their profits, quality, and ultimately, the success of failure of their client relationships. That’s right; everything intersects at the project manager level and in the project operational domain. The success of project management determines the future growth, size, scalability, and health of the organization.

Project managers are the gatekeepers of each company’s clients, values, projects, profits and quality. This should produce a sober reality on making clear their roles and responsibilities. This is easy to say, and difficult to do.

Project management involves both quantitative and qualitative skills and attributes. This includes what we define as “hard” skills and “soft” skills. The things we are trained for in school, the operational tools we learn to support project management tasks like scheduling, budgeting, accounting systems, CRM platforms, and more, ultimately do not determine its success. Tools help support and define the work. But the success of project management, any good fruit, is produced from a proper mindset, people skills, knowledge of the work, a solution orientation, discipline and accountability, along with the tools to support the work.

Here’s a high-level view of some key aspects to project management. This is not an exhaustive list, but a few basic areas of impact.

  • Communication:
    • This is the primary differentiator. Focus on communication. If there’s one thing to do, do this thing. Clear, concise, timely, polite, professional, appropriate communication. The means is contextual to the need or client preference; email, phone, letters, instant messaging, texting, DM’s, WebEx, Skype, Face to face, and other. All forms; and it must be timely; concurrent; “real time”. Tools and platforms used in our companies should support communication in the best manner possible.
  • Scope and Contract management:
    • We’ve got to remember the project scope and make sure to benchmark to it. Knowing when to shift and when to draw the line on scope creep is a key to maintaining profitability while building a strong client relationship. Trust is the key. Build trust.
  • Document management:
    • Keeping track of documents, timing, logging documents, updating our teams, etc.; this includes things like ASI’s, CSK’s, bulletins, addendums, BIM updates, owner changes, and on and on.
  • Earned Value Tracking (EVT):
    • EVT is about measuring the real progress of our work as it relates to the budget. The goal of EVT is to estimate as accurately as possible, the percent complete on the project (the spent amount) vs. the budget we must work with.
  • Schedule management, milestones, submittals:
    • If we don’t establish a schedule, we won’t succeed. The schedule typically drives everything. Creating benchmarks and milestones along the way, allows us to stay on track. Schedules rarely appear to be realistic by the time the project gets released, but we must start somewhere. I’ve yet to see a single schedule maintained exactly, except perhaps the “turnkey” moment when the owner will be handed the keys to open and occupy the building. We must constrain the work. In fact, time constraining is a design variable (more on that in another blog.) Also, look up “Parkinson’s Law.” This is the adage that “work expands so as to fill the time available for its completion.” Have a defined “ship it” date and stick to it.
  • Meetings
    • Project meetings, design-review meetings, huddles, post-project review meetings, kick-off meetings; all serve to create collaboration. We must share in each other’s reality (ours and our client’s) to drive awareness, stay aligned, and maintain milestones. We’ve got to be aware of business and people dynamics and manage them (B2B and H2H items.) Meetings should have a clear start and stop time. There should be an agenda, proposed outcome and solution orientation. Stick to the end time rigidly. I was not good at starting and stopping on time for many years. It sent a bad message. Stick to the end time, have a person designated as the timekeeper, stop 5 minutes before the end of the meeting time, and clarify all actions or “to-do’s”, who will handle it, by when, and then adjourn. We are following the EOS format for meetings more and more and I highly recommend it. I find virtual meetings via MS Teams, with the ability to screen share work products and collaborate on screen, to be highly effective for many meetings. I prefer face to face meetings in some contexts, but that’s another blog post on when is virtual vs. face-to-face better.
  • Process
    • In our company we created a project management process that’s taken about 6 months to define from the ground-up. My partner and I stayed out of this deliberately because both of us had defined and led a PM process effort in prior years, but without it ever being “owned” and accepted by everyone in our organization. We now have a “swim lane” process chart from which responsibilities have been defined and key scorecard metrics have been developed. The team of project managers, with insight from other “subject matter experts” within the company, developed the process with an outside facilitator who works with us. This is being implemented, can be a point of reference from which to manage change, and to improve upon. Define process and build consistency. Create specific scorecard metrics and drive clarity. Perhaps I’ll write another blog on process and how best to develop to achieve buy-in and accountability.

As we approach the end of the year, I am asking myself how we can improve project management in 2022 and beyond. It’s an ongoing process in perpetuity. How about you?

Note: A prior version of this blog was published in November of 2019 in the publication “US Glass Metal and Glazing” when I was blogging for them. The blog has been updated and modified here with more content and experiences in this new post.

What’s on My Mind?

Posted on by johnlwheaton1

What is on my mind? That’s a good question. For anyone that follows this blog, you’ll know I haven’t written for some time. Seth Godin says there’s no such thing as “writer’s block” any more that there’s such a thing as “talker’s block.” But talking is easy, writing is hard. Talking feels less permanent; like standing by a stream watching the water flow by; it’s there and it’s gone. Not that the words we speak have no meaning; they do, but it feels less vulnerable, less permanent. What we write is fixed. It’s harder to take back. It’s permanent, or at least it’s memorialized in a more fixed manner, like a photo of the stream; a fixed point in time. No taking it back

Why so long between writing? I don’t know. I am busy running the company, Wheaton & Sprague Engineering, Inc., and affiliates. I have been devoting more time outside of that to the Creating Structure Podcast, which is now producing Episode 23 and with two more scheduled coming up in August and early September. Those take time to produce; the show notes are like a mini-blog in themselves. I’ve been busy with The Garden (see Instagram posts and other articles in prior blog posts.) It’s summer and I spend less time inside. I’ve been really busy with family matters, friends, and adjusting to post-Covid19 lifestyle. Actually I don’t think there is yet a “post Covid19” reality since the pandemic rages on. It’s just a different state of another “normal,” a new adjustment. Actually it’s worse than prior to, and during Covid, from my point of view, since now there seems to be this expectation to live in both realities. I find it less sustainable, therefore, prioritization of choices is required more than ever. There’s just a tension in the air.

The above are all just excuses of course. Even as I write this, I am starting to FEEL better. Why? Well, I like to write actually. I spend most of my writing time crafting emails, drafting company briefings, writing memos, proposals, work products, and more. But putting this out to the public, and to the followers of the blog, feels different. It is different. I am crazy enough (call it what you will) to think that I might have something to say; that perhaps my experiences might positively impact one person. Even if that’s not the case, it impacts me. And writer’s write because they need to. They write for themselves. One writer said, “If you really want to make an impact, write something that would make your friends feel uncomfortable reading. If you want to make an even deeper impact, write something that will make yourself unconformable.” I’m not quite there yet. I’m able to be just vulnerable enough to do this; to share these thoughts in writing with the world.

What’s on my mind, though, you ask, since I still haven’t answered the question? There’s a lot on my mind. Organizing it and sharing it in a substantive way is the tough part.

What about REMOTE WORK. Well there is no such thing anymore as “REMOTE WORK.” There’s just contextual work; work from various locations. As a business owner I used to work “remotely” often since business ownership is more of a lifestyle than a job. Now I never use that term. First, working in different contexts now belongs to almost anyone that is in an office environment or working a traditional “office job.” It’s no longer in the realm of the business owner alone. I actually feel better about that. I never say “I am working remotely.” It doesn’t matter- not at all. I say things like, “I will be working from my home office this morning,” or “I will be working from my car, between appointments.” (Yes from my car.)

If I turn on “out of office” for auto-response to email it’s because I am on “personal time” or “handling matters that will not allow me to stay in top of email in real time.” There is no more “out of office.” Do I have a physical office? Yes. I am there sometimes five days per week, sometimes zero days per week. All that matters is whether I am engaged or not; whether I being productive or not. Never has it been more obvious to manage by results or outcomes than now. Manage to results and outcomes, not appearances.

What’s on my mind? I don’t know. Have I gotten to that part of the blog yet? “Hey John, what is your company doing about return-to-office vs. hybrid work vs. work from home? Which one are you guys doing?” My answer is yes. What? “Yes, I said.” We are doing ALL OF IT. Is there one better than the other? I don’t know. It’s all contextual. If we are not creative in our approach to people and work contexts, we will struggle with retention and recruiting for sure. Like I said, manage to results and outcomes. Not everyone will survive the change. Not everyone has at our firm. But many will like it more, and they will thrive, plus new people will come into a context they are familiar with if we hire within this paradigm.

What’s on my mind? A lot of things. How can there be so many “hiring now” and “help wanted” signs compared to the time prior to COVID19? Are there that many people that have bowed out, gone to gig economy, freelancing, or just decided not to work? I don’t believe the statistics from the labor department. I just believe what I see; a LOT of jobs available and not enough people available to do them, willing to do them, or that have been trained for them. What a shift. The shift is dynamic and continuing to play out. Take your 5-year plan and scrap it, unless your 5-year plan is “be nimble,” or “make cool stuff,” or “impact the world through clean drinking water,” and similar. I like the “be nimble” part. The job of my company, our “why,” is to “Create Structure” to the world, physically and operationally. Being nimble is required (that’s sound better right now than “pivoting” which is an overused word.)

What’s on my mind? I don’t know. I guess quite a bit. But I am coming to the end of my attention span and available time for this priority today. I’ve not touched on the spiritual, the garden, updates regarding the company, technical posts, discussions about project management, client relationship management, faith and work, the natural, supernatural, discussions about BIM, innovation, 3-D printers, point clouds, time sheet discipline, strategies behind billing report audits, leveraging of time, prioritization, game-changer tasks, the importance of relationships, implementing EOS at our firm and more. I guess those will have to wait for the future blogs; tomorrow, next week, as soon as I prioritize and choose to write more.

What’s on my mind? I guess there’s quite a bit. Let’s talk more later. See you in the next post. Have a great day.

The Flagship Office- The Office for the Now

Posted on by johnlwheaton1

Back in early December of 2020, one of my outside board of advisory members asked me this question, “So now with COVID19 reality and remote work, what are you going to do with this building?” My immediate answer was brilliant, “I don’t know.” Subsequently the board members, my partner, and I, engaged in a discussion about the pro’s and con’s of having a substantial office space that was equipped for doubling the size of our staff, assuming everyone was in the office. “What do you think the odds are that everyone will return to the office?” “Do you envision a reality where 100% of staff will be operating together 100% of the time, with no offsite remote work?” “How do we justify the overhead costs with empty space?” “What’s the value?” Many of us are asking these same questions.

I recently participated in a PSMJ (Professional Services Management Journal) webinar about current compensation strategies and the future of human resources (HR) in A/E firms (Architecture and Engineering.) Multiple surveys were taken from the 300+ participants during the 1-hour session. All were dealing with the questions of remote work, partial remote work, in-office, out-of-office, and so on. Interestingly, while multiple hybrid work models were the largest percentage of the sampling, a follow up analysis showed that only 5% of people wanted to remain remote and work at home 100% of the time. If you had gotten answers to the same question one year ago in February of 2020, prior to everyone actually doing remote work, you would have gotten a much higher percentage.

The debate is real. The questions are substantive. We’ve seen big companies choose to not occupy new headquarters buildings, to cancel new leases, and to stay in current spaces. We’ve seen some say “we’re going to be 100% remote now forever.” We’ve seen some still going ahead with buildings equipped to house all or part of their staff. But the reality is, everything has changed. What was once the norm is now disrupted. It was going this way, but the COVID19 pandemic reality accelerated the process; it created the cause-effect response available in a connected, internet-based, digital world. Response to the remote-based work environment, hybrid models, or 100% in-office, are going to vary by industry, company, and position. All I know is that it’s going to be different.

Once again, the question: “So now with COVID19 reality and remote work, what are you going to do with this building?” I’ve been thinking about this continually, monitoring our experience, getting input from others on an Executive forum thread with PSMJ, listening to staff, to podcasts, gathering information, talking to clients, related businesses, and more. I’ve been watching the realities hitting retail in the pandemic and digital environment as well. We all know that the future, and the “now”, of “brick and mortar” retail is quite different. Smart retailer’s have gone digital, while also showcasing some of their work and products in specific stores. Outlier stores have been closed, inventory in the remaining stores reduced, and more invested in online and warehoused inventory. So what about the future of the “office?” What about the future of it in the context of professional services? How about more specifically in A/E? Here’s how I envision it.

Think “flagship store.” The future of “the professional service office” is a multi-dimensional experience for all who enter, all who are affiliated with the company, including staff, clients, vendors, affiliates, referrers, advocates, collaborators, students, recruits, and more. Just as smart retailers have put in place digital infrastructure while creating a physical retail location that is experiential, showcasing products, services, and supporting their brand, such is the future of the professional services office. What does this multi-dimensional office look like? What is the envisioned experience? What is it? What is it not? It will depend on the location, industry, work type, and so much more.

It is no longer simply a place to go work for 8 hours a day and go home. It is no longer a static space to just do work and collaborate with clients and staff. It’s a “watering hole” a “community well” a “gathering place” for the industry, domain, practice segments. It is a representation of brand through physical placement of things representing the work, through digital experiences accessible in multiple areas throughout the facility, where clients can access and reference the showcased services, engage electronically, or personally. The 3-D printer is continually printing samples of products and goods supported by the service. Spaces are nimble and flexible for collaborative teams. Spaces are hybridized. Glass is more prevalent in creating separation and visibility at the same time. People can talk to a representative like they do at a bank. Services can be ordered and procured on the spot if desired. Clients, supporters, and other people connected to the company can come and use common spaces as a “third space” to use wireless, collaborate, take a coffee break. Staff members work productively whether from home or from office based on the need, the work typology, and tasks at hand. Projects are displayed physically, and electronically. The space is a shared work space, brand support, resting space, and more. It is a media center as well. The podcast (if you have one) is produced from a studio in the office such as the one I produce called “The Creating Structure Podcast.” When not accessible, staff, clients, and constituents can have a virtual experience.

Everything we do, including the facilities in which we work, are an opportunity to support and express brand; to express innovation, attract, retain, support and care. The facility, in my reality, has always been required to communicate as much as possible about who we are in the physical expression of the space.

I’m looking forward to creating more of a “flagship” office experience. That’s what we are going to do. That’s how we will use the space. Now let’s see how much we can make it a reality.

Checking In

Posted on by johnlwheaton1

Welcome to September. Hard to believe that it’s already “that time of year” where we are looking at the end of summer coming soon, the end of Q3 2020, and the planning for 2021 business. Crazy how time flies, even in a COVID19 environment (or perhaps ESPECIALLY.) I thought I’d take the time to catch up again for a minute on a variety of topics

The Creating Structure Podcast: We have posted two podcasts, and the next one will record tomorrow, September 2, 2020. The first two sessions have a total of exactly 100 downloads as of today. Thank you for the support. Spread the word! We will continue to interview people around topics of business, architecture, facade, construction, and more. We record and upload every other week, so the next post will be around 9/8/2020. You can subscribe through Buzzsprout, Apple Podcasts, Spotify, and many other major platforms. You can find us here: https://www.buzzsprout.com/1236827/episodes

Glass Build: The last Podcast session was centered around relevant topics for #GlassBuildConnect which is happening through September. NGA/Glass Magazine will post our session the week of 9/7/2020. I think many in the field of curtain wall, glass, glazing, delegated design, and construction will enjoy the content.

Expansion: We have other affiliate company entities associated with Wheaton & Sprague Engineering, Inc. One of them is Wheaton Engineering & Consulting of NY, LLC. This is our New York State entity. We provide engineering, design, and consulting services for all types of facade, exterior cladding, curtain wall, in many forms and functions, to the entire State of New York. If you have any questions or needs in NYC, or other NY State metropolitan areas, please go to the “contact us” section of our website at http://www.wheatonsprague.com and you can send an email to the “info” email address.

Calling all Curtain Wall Engineers: We have job openings right now for positions centered around our Minnesota office and our Ohio Office. I say “centered around” because of the manager to whom the recruiting effort is attached. We prefer “in-or-near-office” candidates, but remote are considered as well, based on the times we live in. There’s a Senior Engineer opening for our Ohio office, and an Assistant Engineer opening in our Minnesota Office.

Focus: A quick word about focus. There’s thousands of “things” that we can do or get into, but we need to prioritize. “What are the most important items?” “What are the ‘game-changers’ (urgent and important)?” “Which ones offer the highest ROI or ROT (return on time)?” “What will have the most profound positive ‘stewardship’ impact for the business, staff, clients?” Once we sort this out, and this should be done with inputs from others to help clarify the goal, then define it clearly, put a timeline to it, and execute. It’s easy to always respond to the tyranny of the urgent, but we’ve got to make time for the important as well. Seek to SIMPLIFY. Growth and new initiatives fundamentally create more COMPLEXITY. Part of our job in leading, managing, and stewarding, is to seek to simplify and create order. Prune the branches. This is particularly hard for me as a visionary person with a growth and multiplying mindset. Having a great team of integrators, operators, and implementors is key. They are the “glue” in the “growth” process.

Again, welcome to September 1st. Hang in there. Focus on today, look ahead to the anticipation of tomorrow. Take care of family, friends, and the neighborhood. Control what you can control. Focus on mindset improvement. It’s up to all of us to help make it a better tomorrow by bring a better us to the table. Make it a great day.

COVID19 RULES

Posted on by johnlwheaton1

Since we are going to be in this environment indefinitely, here’s some things we’ve learned along the way and some observations on managing a professional services business in this reality.

Lead with care First: Health and wellness for clients and staff is #1. It always has been, but even more so now. Care 1st.

Over-Communicate: This is almost always true, but again, more so now. We always THINK we are communicating enough, or appropriately, but that’s rarely the case. Take nothing for granted. Communicate often, and with clarity, by any means necessary.

Get the 1-1 level: Check in at the 1-1 level with everyone that reports to you. Set up new reporting and accountability structures to accommodate the need to be “agile and nimble” in making sure no one is lost in the fray each day.

Virtual meetings: Make generous use of virtual meetings. I prefer MS TEAMS for internal meetings, WebEx for external meetings. TEAMS is a big value for driving engagement.

Office Environment: Make a safe space of beauty somewhere; make it invitational. We did so with our porch and the ability to eat, greet, meet outside through summer and into autumn.

Financials: Share the state of the business with everyone. Make it relevant to their space and contribution

New Sales, Marketing Progress, Project acquisition: Bang the drum loudly. Celebrate wins with everyone in the organization or in our respective domains (depending on size of company)

That’s all for today. I could go on and on but these are at the top of my mind.

Share your observations, insights and feedback. The more we share successes, the better we all will be. There’s enough of the “pie” to go around for everyone.