While there are many formal communications associated with projects, including items such as meeting minutes, contracts, project charter, status reports, etc, most project communications
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COMMUNICATIONS
One of the key PM responsibilities is communications In fact, the PMBOK ® GUIDE defines communications management as one of the Process Areas of Project Management Four processes are defined as communications processes:
communications planning
information distribution
performance reporting
administrative closure
Trang 4While there are many formal communications associated with projects, including items such as meeting minutes, contracts, project charter, status reports, etc, most project communications are informal All communication affects the project, so the PM and every team member needs to be aware that communication should be as accurate and as professional as possible, aimed
at ensuring that the project moves smoothly
Project communications can be oral or written They may even be non verbal, such as facial expressions, movement and positioning of hands/arms/body, impressions created by clothes, accessories or make-up and even furniture arrangement In some Asian cultures, seating arrangement conveys considerable information, such as who is the host, and who is important Many people are unaware of cultural differences, and in fact, many are not at all concerned with the messages that are conveyed via these channels Not being aware, these people run the risk of sending unintended messages, which might be quite contrary to the messages that they wish to convey So the PM should ensure that someone on the team is aware of such messages, and that people help each other to ensure that the messages conveyed are the desired ones
Although it is recommended that all plans and results be written, most project communications will be oral When there is information that has legal impact, such as specifications, contracts or RFP’s these should also be carefully written and archived to avoid any potential misunderstanding
The team needs to plan all the important project communications, at a detailed level Obviously the specific content can not be planned, as this will
de determined as the project evolves However, many details of the communications can and should be planned The team needs to determine and list all of the important project communications, and build a plan for each For each communication the team needs to define who is responsible for the communication, what they are to communicate, to whom, the purpose
of the communication, when, and via what media Some information should also be included to specify the level of detail required Some communications involve the collection of information and some involve the distribution of information The information specified above will specify which category in which each communications belongs
The overall communication plan should contain information about each
of the process areas – the charter, scope statement, scope management plan and work breakdown structure to define the scope, the risk management plan, the quality management plan, the schedule information, the budget and
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cost management plan, information about the team and team management, the communications plan and the procurement plan This can be short for smaller projects, but all relevant information should still be documented Larger projects generally do have more structured communications, but even here, the project team still has to define all the specifics for the particular project, even if an overall framework is provided
Many engineers are aware of Shannon’s model for communications This model was developed for the building of electronic communication mechanisms However, the model actually applies quite well to all communications, even oral face to face communications See Figure 2 for the model
In every communication there is some information which is to be communicated This information is encoded in some way – the English (or
Trang 6other) language, a diagram, etc The encoded information is then transmitted through a medium – maybe that’s air, if two people are standing talking, or mail when a signed contract is mailed back, or email, when meeting minutes are distributed The transmitted information travels along a path to the receiver, who will decode it, and hopefully interpret the information as that which the sender intended to send However, associated with every transmission there is noise The noise might be in the environment, as in a meeting is a room with open windows, with construction underway outside The noise might be introduced by some participant or other factor, such as a secretary transcribing a voice message for a manager, where the secretary is unfamiliar with the issues and the participants, and therefore misinterprets some of the message, or misspells someone’s name Noise can even be generated in the mind of the receiver, who might be thinking about something else while listening to a presentation, or interpreting a word or phrase differently than the sender intended because the receiver’s background in that area is quite different In order to ensure that there were
no encoding or interference problems with the communication, it is always wise to include a feedback loop, which can help to identify the fact that a miscommunication has occurred, and allow for early correction In cases in which correct communication is critical, it is wise include some redundancy, just in case the primary communication is lost or corrupted
Oral communications should always be kept to a professional level, even when high stress is involved, or disputes arise
For all communication, the following principles should be adhered to:
Be objective
No surprises
Communicate what the listener needs/wants
Establish procedures and guidelines for communication
Keep it focused
Be objective
Most project communications are objective However, in some environments, objectivity can get lost In an environment which is fraught with politics, maintaining objectivity can be quite difficult When any environment becomes stressful, especially over a long period of time, people can lose objectivity Both politics and stress tend to be part of every project
to some degree; so maintaining objectivity becomes a challenge in a project environment Therefore the PM and the team need to plan for this, and to
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give some focus to ensuring that the communications remain objective When objectivity begins to fail, it is important that this is recognized, and that everyone then works to remedy the problem It is also important that people realize that this is a natural problem with project communications, and when it does happen, they need to refrain from blaming or pointing fingers The important thing is to correct the problem, and get back to the work at hand
No surprises
This means that when there is news that will have an impact on any stakeholder, this news should be communicated to the stakeholder Even if the news is bad news No one likes to receive bad news, and therefore people hesitate to communicate bad news But if the project is going to be late, or over budget, or if the specs for some deliverable will not be met, people need
to know this as early as possible In fact, this knowledge will allow the affected party to plan for the altered situation, rather than being hit with the problem at the last minute when there might be much more difficult to deal with some of the problems
Communicate what the listener needs/wants
Consider a management meeting at which corporate senior management are reviewing the status of multiple projects Perhaps they have earlier reviewed the corporate financial picture, and found that in fact they cannot continue to fund all the projects that are currently underway because some critical project has seriously overspent, and their backers will not extend any further credit Suppose that the PM for one project arrives to give project progress information and that this PM is a very technical person, working on
a project that is the creation of a new service using some new technologies
To the PM, the biggest and most significant challenges with the project are probably technical He is quite likely to focus heavily in his presentation on technical aspects of the project, to ensure that the management understands the issues and the excellent solutions his team is working on In most cases, the management team will not consist of only technical people, so at least some of this team will not have a strong interest in the technical aspects of the project For at least these people, the PM needs to ensure that other aspects are covered in the presentation In addition, even if the management team were all technical people, their job is management, so their interests will be in the management information, such as the schedule and the financial aspects In fact, by making the effort to get their agenda for their meeting ahead of time, and considering it carefully, the PM can determine
Trang 8that they are addressing finances, and can then conclude that he should be prepared to address this area clearly as they will undoubtedly be interested – probably more interested that they might normally be
The point of this discussion is that the purpose of communications is to give information to the receiver Therefore, the content and the style of any communication must be something that is meaningful and interesting to the receiver Content that is of interest to the transmitter might be information that the receiver should have, but the responsibility lies with the transmitter
to convey to the receiver why he needs to know If the transmitter just conveys information that is interesting to him, there is no guarantee that it will be received This should be clear to the reader if you think about sitting through a boring presentation Probably the presenter was very interested in the information being presented But if it was boring to you, you did not relate to the material as being either interesting or useful to you In that case, how much of the presented material did you retain? If you needed to have all
of the information, the sender should have prepared it differently to ensure that you would actually receive it all
Establish procedures and guidelines for communication
Since effective communication requires significant planning, the team needs to do significant planning All of this is documented in the communications plan As mentioned above, the team needs to document what needs to be communicated, by whom, to whom, when, why and how And in determining the answers to these questions, the team needs to take into account the mindset and style of the receiver(s) of each communication One of the best tools for communications planning is a communications matrix It is not necessary to use a matrix for this plan, but when communications are not overly complex, the creation of such a matrix can be relatively straightforward, and the tool provides concise but clear documentation
One model for such a communications matrix is shown in Figure 3
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Here we can see that the matrix shows the people involved in transmitting the communications on one axis and the categories for the purposes of the communications along the other This would be further refined to show the actual communication events themselves along the top
In the boxes the team puts the answers to the questions of when, why and how This is often done by using letter codes if the picture is not too complex At a minimum, the matrix should include the creation of, and communications of the wbs, charter, risk plan, etc
Another key communication for every project is status reporting Reports from the project team members to the PM should be included, as well as reports from the team to management, the customer, and perhaps other key stakeholders should also be planned
Once the matrix has been created, someone must then be assigned to manage the activities identified in it to ensure that they occur The PM can allow the team to determine the format, if that fits his management style, or, even allow the person assigned to matrix maintenance to come up with one which consumes less time, and is fine, as long as it works for everyone
Trang 10This tool can be built fairly quickly, and it gives a structured way to consider all of the required communications If something is forgotten it can
be added to the matrix later
In addition to the matrix, it is also wise to document some processes, formats or samples of any types of communications that might not clearly be understood by all senders This avoids rework later
One common method of communication is the holding of meetings As important as meetings are in enabling communication and decisions, there is still a lack of understanding of how to use them most effectively Particularly
in a project environment, where time is generally in very short supply, it is very important for the team to use every minute productively This can be done in meetings, as long as the meeting is properly planned However, the planning must be done carefully, with thought given to the items to be covered, the people who should attend, the optimal sequence of events, and the time required There are a number of established techniques for this, which differ from each other somewhat, but all have the goal of making the meeting productive, enjoyable and worthwhile for everyone involved
The first step is the meeting planning The chair of the meeting must carefully think through the details mentioned above He can do this alone, or with some team members, or with someone whose specific role is meeting facilitation We’ll come back to the facilitator later Start with the purpose of the meeting Decide on the overall purpose of the meeting, and the objectives to be met – just as we do for projects This will give a framework for the rest of the planning Then think carefully through the steps that are required to attain the desired results This takes some time, and some serious thought It is a far cry from listing a set of topics and sending them in an email to a group of people
The idea is that with proper planning, the meeting can flow well, with the attendees having all of the information they need at any given point in the meeting, either because they brought it with them, or because it has already been covered during the earlier part of the meeting The agenda can be drawn up from these thoughts, with each step being entered into the agenda
in the order in which they need to occur So, step one in drafting the agenda
is to determine the meeting purpose and objective Step 2 is to list the items which need to be covered, in the order in which they should be addressed so that everyone will be properly informed But, the agenda preparation does not finish here Next the planning team must identify the purpose of each item on the list, and decide who would be the best person to handle that item