1. Elegantsolutions.ca Project Management – 3 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 Elegantsolutions.ca November 20 & 21, 2006 Originally presented by Boyd Carter while at Cap Gemini Ernst & Young on December 12, 2001

2. Elegantsolutions.ca Copyright © 2006 elegantsolutions.ca www.elegantsolutions.ca (Permission is granted to use unchanged. elegantsolutions.ca) 2 Project Management – 3 Lessons Learned  The essence of “TEAM”  Roles for the team members  Designated roles of team members  Psychological roles of team members  Optimal traits for each role  Optimal attitude – “R.I.S.E. TEAM”

3. Elegantsolutions.ca Copyright © 2006 elegantsolutions.ca www.elegantsolutions.ca (Permission is granted to use unchanged. elegantsolutions.ca) 3 1 - 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.

4. Elegantsolutions.ca Copyright © 2006 elegantsolutions.ca www.elegantsolutions.ca (Permission is granted to use unchanged. elegantsolutions.ca) 4 2a - Roles for Team Members Plan the Project and select the team based on:  Project Requirements  Skills Required, Skills Available and Time Constraints But Before we finalize the project plan  Team members must “own” their roles and their time allocations  Therefore – Role Owners must participate in the planning!!! If this is not allowed to happen, the risk must be identified, accepted and contingency added to compensate for a known “unknown”

5. Elegantsolutions.ca Copyright © 2006 elegantsolutions.ca www.elegantsolutions.ca (Permission is granted to use unchanged. elegantsolutions.ca) 5 2b - Psychological Roles for 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

6. Elegantsolutions.ca Copyright © 2006 elegantsolutions.ca www.elegantsolutions.ca (Permission is granted to use unchanged. elegantsolutions.ca) 6 2c - 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  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

7. Elegantsolutions.ca Copyright © 2006 elegantsolutions.ca www.elegantsolutions.ca (Permission is granted to use unchanged. elegantsolutions.ca) 7 2d - 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

8. Elegantsolutions.ca Copyright © 2006 elegantsolutions.ca www.elegantsolutions.ca (Permission is granted to use unchanged. elegantsolutions.ca) 8 3 - 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