Project Management – Lessons Learned “Nobody’s perfect, but a team can be.” Title of an Article by Meredith Belbin, included in a Bates Project Management course taken many years ago Boyd Carter Cap Gemini Ernst & Young December 12, 2001

Project Management – Lessons Learned The essence of “TEAM” Designated roles of team members Psychological roles of team members Optimal traits for each role Optimal attitude – “R.I.S.E. TEAM”

The Essence of “TEAM” "No coach has ever won a game by what he knows; it's what his players know that counts.“ "I'm just a simple plowhand from Arkansas, but I have learned over the years how to hold a team together. How to lift some men up, how to calm others down, until finally they've got one heartbeat, together, a team." Coach Bryant instinctively knew that a team member had two roles, one the designated role of the player; the other, the psychological role the player defaults to under stress. He excelled at managing that psychological role. With three hundred twenty-three career wins, Bryant was lauded as the “winningest” coach in college football history. His leadership was the Alabama Crimson Tide's cornerstone to two hundred thirty-two wins, six national championships, and twenty-three straight bowl appearances.

Designated Roles of Team Members Plan the Project and select the team based on: Known externals Skills Required, Skills Available and Time Constraints Team members must “own” their roles and their time allocations Therefore – Role Owners must participate in the planning!!!

Psychological Roles of Team Members Plant - very creative, the ideas person Resource Investigator - extrovert, good at making outside contacts and developing ideas Monitor Evaluator - shrewd and prudent, analytical Shaper - dynamic and challenging Co-ordinator - respected, mature and good at ensuring that talents are used effectively Implementer - practical, loyal and task orientated Completer Finisher - meticulous and with attention to detail also full of nervous energy Team Worker - caring and very person orientated Specialist - high technical skill and professional as opposed to organisational prime loyalties

Optimal Traits for Each Role Coordinator - respected, mature and good at ensuring that talents are used effectively Traits: Stable Dominant Extrovert Designated Role – Project Manager Plant - very creative, the ideas person Traits: Dominant, very high I.Q., introvert Designated Role – Logical Design / JAD Leader Resource Investigator - extrovert, good at making outside contacts and developing ideas Traits: Stable, dominant, extrovert Designated Role – Client Interface / User Requirements / User Access Monitor Evaluator - shrewd and prudent, analytical Traits: High I.Q., stable, introvert Designated Role – Physical Design Shaper - dynamic and challenging Traits: Anxious, dominant, extrovert Designated Role – Team Leaders

Optimal Traits for Each Role Implementer - practical, loyal and task orientated Traits: Stable and Controlled Designated Role – Documentation Completer Finisher - meticulous and with attention to detail also full of nervous energy Traits: Anxious, introvert Designated Role – Developers Team Worker - caring and very person orientated Traits: Stable, extrovert, low in dominance Designated Role – Administration Specialist - high technical skill and professional as opposed to organisational prime loyalties Traits: Very high I.Q., introvert, passive, single-minded Designated Role – Subject Matter Expert

Optimal Traits for Combined Roles Coordinator / Shaper Designated Role – Project Manager / Team Leaders Traits: stable dominant, extrovert / anxious, dominant, extrovert Implementer / Team Worker Designated Role – Documentation / Administration Traits: stable and controlled / stable, extrovert, low in dominance Completer Finisher / Specialist Designated Role – Developers / Subject Matter Experts Traits: anxious, introvert / very high I.Q., introvert, passive, single-minded Plant / Monitor Evaluator Designated Role – Logical Design / JAD Leader / Physical Design Traits: dominant, very high I.Q., introvert / high I.Q., stable, introvert Resource Investigator Designated Role – Client Interface / User Requirements / User Access Traits: stable, dominant, extrovert

Optimal attitude – “R.I.S.E. TEAM” (Or How to Manage the Psychological Role) R espect for the Individual I ntegrity in Our Dealings With Others S tewardship of Resources in our Care E xcellence in Everything We Do TEAM Principles Must Prevail