1. Beyond The Charter Project Management and The Executive Core Qualifications Gustavo A Limon Jr PMP® Chief Technology Officer National Weather Service National Oceanic and Atmospheric Administration United States Department of Commerce

2. Overview OPM Executive Core Qualifications (ECQ) OPM ECQ Fundamental Competencies Why Beyond The Charter ECQs in Project Management: –Leading Change –Leading People –Results Driven –Business Acumen –Building Coalitions

3. Executive Core Qualifications Per OPM Definitions Leading Change –This core qualification involves the ability to bring about strategic change, both within and outside the organization, to meet organizational goals. Inherent to this ECQ is the ability to establish an organizational vision and to implement it in a continuously changing environment. Leading People –This core qualification involves the ability to lead people toward meeting the organization's vision, mission, and goals. Inherent to this ECQ is the ability to provide an inclusive workplace that fosters the development of others, facilitates cooperation and teamwork, and supports constructive resolution of conflicts. Results Driven –This core qualification involves the ability to meet organizational goals and customer expectations. Inherent to this ECQ is the ability to make decisions that produce high-quality results by applying technical knowledge, analyzing problems, and calculating risks. Business Acumen –This core qualification involves the ability to manage human, financial, and information resources strategically. Building Coalitions/Communication –This core qualification involves the ability to build coalitions internally and with other Federal agencies, State and local governments, nonprofit and private sector organizations, foreign governments, or international organizations to achieve common goals.

4. ECQ Fundamental Competencies These competencies are the foundation for success in each of the Executive Core Qualifications. Likewise these are factors in successful Project Management. But only beyond the Charter. And yes you can disagree. Interpersonal Skills Oral Communication Continual Learning (Learn when I can’t, empower and inspire when I can) Written Communication Integrity/Honesty Public Service Motivation

5. Why Beyond The Charter Charters focus on _ ___ __ _____. Charters take more ____ than the true _____ _______ are willing pay for. Charters, while valuable are not indicators of overall ____ ____ and more often not deliverables to be measured against. __ ___ ___ is more powerful than the charter. And is often the only Charter. Charters have an alternative: TOR –Why or How is Creating a TOR the first ECQ Link?

6. Why Beyond The Charter Charters focus on A Period Of Time. Charters take more Time than the true project owners are willing pay for. Change is constant. Charters, while valuable are not indicators of overall strategic alignment and more often not deliverables to be measured against. The Golden Rule is more powerful than the charter. And is often the only true Charter. Terms Of Reference is the first ECQ Link. TOR are RESULTS DRIVEN, requires Accountability, facilitates Decisiveness, and demonstrates Problem Solving by overcoming obstacles in creating a Charter.

7. ECQ in Project Management Multiple Choice: What do Project Managers do? A. Lead People. B Lead Change. A: Partially Correct. B: Marginally Correct. While PMs do both, they must first bring these together to build a coalition. You may know the project purpose but successful projects require a Vision, a shared Vision, and the development of a team who through their talents are the Outcome of the Projects results. (Go figure, a results driven team ) I’ve failed not because the project wasn’t worth working on but because I am not a team and vision wasn’t what others saw. (Any examples?)

8. ECQ in Project Management Choose Multiple: A. Leading Change ranks first in importance. B. Leading People is only successful if you have a good team. C. You’re only as strong as your weakest team member. D. Building Coalitions are only done during the planning phase. E. Lessons Learned are only valuable to Project Management teams and their future projects. F. Scope Creep has no value if the CCB says it has no value or reason for inclusion.

9. ECQ in Project Management firstA. Leading Change ranks first high in the importance of where PM/ECQ cross. –Per OPM: Creativity and Innovation - External Awareness -Flexibility –Resilience -Strategic Thinking, -Vision –TRUE…… But for who? PM or Team? As a PM you must be ____ as an SES you must be _____. Does a PM need any of the above skills given a project is limited to a beginning and an end.

10. ECQ in Project Management B. Leading People to completing a project is only successful if you have a good team. T/F? –Per OPM Competencies -Conflict Management - Leveraging Diversity, -Team Building –A PM must lead people toward meeting ______ ____/_____, an SES must lead people toward meeting the _______ _______, _______, and _______. –Both must ________________________________ C. You’re only as strong as your weakest team member. Yes. But as a PM and SES you must:________ _______ (Newest requirement)

11. ECQ in Project Management B. Leading People –A PM must lead people toward meeting the Project’s Milestones/Requirements an SES must lead people toward meeting the organization's vision, mission, and goals. –Both must facilitate cooperation and teamwork, and support the constructive resolution of conflicts. C. As either a PM or an SES you must: BUILD PEOPLE (Why a requirement)

12. ECQ in Project Management D. Building Coalitions are only done during the planning phase. True/False. E. Lessons Learned are only valuable to Project Management teams and their future projects. True/False. F. Scope Creep has no value if the CCB says it has no value or reason for inclusion.

13. ECQ in Project Management D. Building Coalitions: –Every project phase has the ability to build coalitions. –Every SES must build coalitions. –Planning, execution, monitoring & reporting, and future successes rely on coalitions. The wheel was invented by the other guy who needed our axle. E. Lessons Learned are the foundation to strategically manage human, financial, and information resources. As a PM or SES, the history of our past must be the historical ability to LEAD CHANGE. You see the past. You envision the future.

14. ECQ in Project Management F. Scope Creep: There is always scope creep and every instance eventually leads somewhere. It’s called: External Awareness, Strategic Vision, and External Awareness. As a PM denied changes require the same thing required by an SES. Resilience and Humility You, Me, Him, Her, or Any One Individual Will know the Infinite Scope that exists Beyond the Charter.