231
12
Creativity and the Monitoring
and Controlling Process
INTRODUCTION
e monitoring and controlling process involves collecting and assessing
information about the performance of a project and taking the necessary
corrective actions to improve that performance. It is closely linked with
another project management process, executing.
BENEFITS
ere are many benets attributed to the monitoring and controlling pro-
cess. It gives cost, schedule, and quality performance feedback on where the
project has been, is, and will be; it gives stakeholders a sense of condence
that project managers have a good idea about the state of a project at any
given time; it serves as an excellent way to communicate to all applicable
stakeholders; and it provides project managers with a way to respond more
eectively to circumstances, especially if something unexpected does arise.
CONSEQUENCES OF FAILURE
Failure to perform this process has several consequences. Project manag-
ers and other stakeholders will have little or no idea about the current state
of their projects or where they will end up. Due to lack of information
about status when something does go awry, they react by constantly put-
ting out res. Communication and collaboration challenges and failures
232 Creative, Ecient, and Eective Project Management
are commonplace. Esprit de corps and morale oen deteriorate as people
start thinking the worst.
DELIVERABLES
e monitoring and closing process has several project management
deliverables (Figure12.1), including:
Change request disposition
Conguration management
Corrective action
Management reserve
Procurements
Quality control
Replanning
Risk response
Status collection and forecasting
Preparation
Verification
and
Production
Concentration
Illumination
Incubation
- Change RequestDisposition
- Configuration Management
- Corrective Action
- Management Reserve
- Procurements
- Quality Control
- Replanning
- Risk response
- Status Collection and Forecasting
FIGURE 12.1
Monitoring and controlling process and deliverables.
Creativity and the Monitoring and Controlling Process 233
IDEAL STATE
Ideally, project managers have a good communication management plan
in place that enables information to ow vertically (e.g., up and down the
chain of command) and horizontally (e.g., among peers, cost eectively).
All stakeholders identify and receive the information that they need, no
more and no less. ey have at their disposal the tools to provide status on
their activities and deliverables, and can pull any information satisfying
their needs or wants. All stakeholders follow the change and conguration
management processes and help evaluate the cost and schedule impacts of
a change. Everyone attends the necessary meetings and actively partici-
pates by sharing information and other insights. Ample time is available to
determine and take corrective action and, if necessary, perform replanning.
e reality, of course, is oen far from what is described above. Data
to generate information is frequently inaccurate and must be scrubbed
and veried. Some team members forget or do not want to provide sta-
tus. Some key stakeholders do not have the time or wherewithal to attend
meetings. Some changes are implemented, whether intentionally or inad-
vertently, aer bypassing the change and conguration management dis-
ciplines. Time and money are in short supply, which makes analysis and
decision making dicult and oen results in quick xes on symptoms
rather than focusing on the source of a problem or issue.
CONTEXT
ere are several contextual factors that project managers oen face
during the monitoring and control process. Here are just a few.
e monitoring and controlling process occurs simultaneously with the
executing process. is makes the relationship between the two processes
a very critical one to ensure that what is occurring in the executing process
is reected in what is produced during the monitoring and controlling
process.
As a result, the inputs and outputs of the monitoring and controlling
process must be accurate, timely, and useful to the stakeholders. Not an
easy responsibility to assume for any fast- moving, highly visible project.
In addition to the accuracy, timeliness, and usefulness of the output, the
234 Creative, Ecient, and Eective Project Management
data obtained during this process must be scrubbed to ensure information
is not garbage. e larger the project, the greater the need to integrate the
two processes (executing and monitoring with controlling).
Also, eort is made, due to the dynamic environment of projects during
the executing process, to be proactive rather than reactive. Hence, there
exists a need to implement a disciplined approach to manage issues,
changes, and risks. Again, communication and information play key roles
as well as a need to adhere to management plans.
e entire monitoring and controlling process is viewed by some
stakeholders as necessary, while others might see it as red tape or bureau-
cratic. Depending on the degree of power that project managers possess,
this process can operate smoothly or it can be a major headache. If the
latter, it can require some creative thinking on how to make the process
more ecient, eective, and value- added for all key stakeholders.
CHALLENGES AND CONSTRAINTS
Perhaps the two biggest challenges and constraints that aect this process
are communication and information. Both, naturally, are tightly linked;
the quality of one aects that of the other.
Communication becomes a challenge and constraint because eec-
tive communication is dicult to implement. Stakeholders have dierent
styles and needs, and the larger the project, the more dicult it becomes
to satisfy the latter. Some people prefer the personal touch when receiving
communications while others want to communicate only through email.
Some people prefer group sessions while others want a regularly scheduled
one-on-one session. Some people want to communicate constantly while
others only do so when an issue or problem needs attention.
Information is the other challenge and constraint. Too much infor-
mation is just as problematic as too little. A balance is needed to ensure
eective communications. People vary, too, on how information is pre-
sented and delivered. Some people want summary information while
others want detail. Some people want it graphically while others desire
itin narrative form. Some people want it in hard copy while others want
it electronically.
Some common creative challenges and constraints confronting this
process are shown in Table12.1.
Creativity and the Monitoring and Controlling Process 235
TABLE12.1
Monitoring and Controlling Process and Challenges and Constraints
Challenge and Constraint Example
Craving for predictability Relentlessly pursuing facts and data when more
than enough is already available
Dominance of brain thinking Weaving detail analysis with an overall assessment
of aproject’s performance
Faster, better, cheaper philosophy Encouraging people to produce a deliverable replete
with defects to meet a key milestone date
Fear Being afraid of reprisals for coming up with
asolution to a technical problem that will upset
certain stakeholders
Focus on the past or future, not
the present
Allowing a detected defect to pass through
inspection in order to maintain schedule
performance
Groupthink Allowing team members to suppress individual
suggestions for improving the performance of
aproject
Inability to adapt Adhering to a communications plan that is
ineective
Lack of data and information Not having access to information and data to come
up with solutions to quality problems
Lack of sharing Failure of team members to impart knowledge and
experience to help resolve slides in the current
schedule
Lack of tools No soware to conduct analysis to determine the
cause of a problem
Leaping to judgment Asking for additional funds from the management
reserve before determining if other alternatives
exist
Managements lack of
responsiveness
Awaiting an important approval by key stakeholders
to pull money from the management reserve
Methodism Paying more attention to following a process
described in a management plan than the resulting
quality of the output
Mores, beliefs, values Following traditional practices for raising issues to
management, regardless of priority
Overemphasis on by-the-book
philosophy
Adhering strictly to a process described in
amanagement plan
Poor communications Failing to inform stakeholders of a key decision that
could aect the quality of deliverables
Poor coordination Failing to include other key stakeholders in
achange management meeting
(Continued)
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