November 29, 2022 | 3 min read

Follow-through or fall-through?

Mario

Mario DiBenedetto

Managing Director

“I lost track of that action item in my inbox.”

If anyone in your project or program management office ever says those words, you should really consider helping them find a new career. A little harsh? Not really. At the heart of any successful PMO is a meticulous, relentless attention to detail. And managing action items and follow-ups via your email inbox is a recipe for playing email ping-pong.

This will sound weird, but if managers aren't annoying me with the crazy details I never contemplated, then I figure they are probably not working very hard.

I'll admit, I say "do it right the first time" all of the time. But I often lack the patience that is key to the success of a really good project manager. It pains me to deal with them because they have the patience and persistence to ensure everything gets thoroughly documented the first time even when I am dying to move onto the next subject. And they take the time to confirm their understanding of everything, especially action items, before they let people move on to new subjects.

KEY POINT: Start with the right people. Expect to be uncomfortable.

If you've got the right people, do they have the authority to implement the processes they need to be successful? More accurately, do they THINK they have the authority? My point is that there are too many managers who are gun-shy to schedule the standing calls they need because they have been accused of wasting stakeholder time.

Which results in the excuse that “I couldn’t find time on the calendar to meet with the stakeholders.”

Everyone’s calendars are busy. But the entire reason you are putting effort into a project is to benefit the stakeholders. Do you think they don’t want to make time to make progress and get closer to realizing the benefits? Of course not. But, they also can’t deal with (yet another) meeting request that comes on short notice. Your stakeholders probably field a ridiculous number of ad hoc requests every day. Your PMO team should not be a source of such requests.

The solution? Create standing cadence calls with your stakeholder groups. Have a predefined agenda of what the topic areas are. And...this is most important...strive to not waste their time when there is nothing critical to discuss. It’s much easier to give someone time back on their calendar than it is to find time.

KEY POINT: Don't be a source of unexpected requests. Commit the time upfront and give it back when you can. .

So, if you have the talented people and your team has put in the appropriate processes, what's left? Technology.

Just as you would not give someone a hammer to build Ikea furniture (it's all about the allen wrenches!), you can't expect your team to manage their workloads with spreadsheets

The solution? Invest in a tool for managing action items across projects. While tools like Slack and Teams are good for collaboration, they probably fall short of what your managers need. Check out tools like Monday.com, ClickUp, Jira, or ServiceNow. The cost per person per month is negligible and you will be amazed at what you learn when people are able to not only track action items, but collaborate on them outside of emails and Zoom calls.

Extra benefit: These platforms come with pretty robust tools for creating dashboards that allow you to see where everything stands at all times. So you can always have a pulse check on what is getting done...and what is not.

KEY POINT: Invest a little. It will make a difference and your managers will probably be quite a bit happier..

The last piece of the puzzle...and one that will need it's own article...is team work. Your PMO is no different than any other part of your company. If they are not all rowing in the same direction with a shared set of goals and clarity of their individual roles, then your results are going to be erratic. What do you think? Got any of your own "do what I say, not what I do" stories?

About Brimma

Founded in 2016, by a former executive of Ellie Mae, IBM, and Palisades Technology Partners, Brimma was created to deliver innovative software solutions to mortgage lenders who need holistic solutions to the technology problems that have plagued the industry for decades. We know the only thing you hate more than your LOS is the idea of implementing a new LOS. We have felt your pain…and it is what drives us to build solutions that recognize that technology for mortgage lenders is unique.

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