sharon morris, colorado state library pat wagner, pattern research, inc

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Bookcases? We will start the session formally at Noon MST. You are muted. muted. Use the Questions Panel, please. Slide handout and archive available at: www.coloradostatelibrary.org/projectmanag ement No tech support: sorry, but what can help you: Close apps and browsers; log out and in; reboot. http://support.citrixonline.com/en_US/GoTo Webinar #pmlibraries #pmlibraries Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc.

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Page 1: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:

Who Forgot to Measure the Bookcases?

We will start the session formally at Noon MST.You are muted.muted. Use the Questions Panel, please.

Slide handout and archive available at:www.coloradostatelibrary.org/projectmanagementNo tech support: sorry, but what can help

you:Close apps and browsers; log out and in; reboot.

http://support.citrixonline.com/en_US/GoToWebinar #pmlibraries#pmlibrariesSharon Morris, Colorado State Library

Pat Wagner, Pattern Research, Inc.

Page 2: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:

Who Forgot to Measure the Bookcases?

February 1, 2012 – Noon to 1 pm MST

Colorado State Library, Denver, COwww.coloradostatelibrary.org/projectmanagementSharon Morris – Director of Library Development

[email protected]#pmlibraries#pmlibrariesWith Pat Wagner, Pattern Research, Inc.

[email protected]

Page 3: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 3

The Fine Print: Thanks

• Institute of Museum and Library Services• REACH: Leading Learning in Libraries• Colorado State Library

– Michelle Gebhart and Mary Beth Faccioli• Tim Sullard, Pattern Research, Inc.

Page 4: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 4

Reminders

• You are muted; no side chat is available.• Only webinar staff will see the questions.• Twitter hashtag: #pmlibraries#pmlibraries• We don't offer tech support, but...

Close apps and browsers; log out and in; reboot.• You can download the slide handout (PDF) and the recorded and archived webinar at:

www.coloradostatelibrary.org/projectmanagement

Page 5: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 5

Public Domain Graphic Resources

• Flickr.com• www.instructionaldesign.org/• totallyfreeimages.com/• Pixabay.com• wpclipart.com• en.wikipedia.org/wiki/Wikipedia:

Public_domain_image_resources

Page 6: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 6

Next Session

Proof of Concept: Applying Project

Management Principles to Your Workplace

February 15, 2012 - Noon to 1 pm MST

Deadline for submissions: February 10, 2012Deadline for submissions: February 10, 2012

www.coloradostatelibrary.org/projectmanagement

Page 7: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 7

What Next?: February 10th

Try something new, and tell us:1. What did you do?2. What impact did it have?3. What will you do next?

Simple Word doc: [email protected] simple sentence or bullet per

item.

Page 8: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 8

Homework for February 10

1. Writing and sharing benchmarks in simple language

2. Setting benchmarks and deadlines to evaluate how

long tasks really take

3. Deciding how “good” something should (or can) be

4. Writing one daily, personal goal to help stay focused

5. Choosing things to stop doing, either temporarily or

permanently

6. Sorting priorities

Page 9: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 9

Homework Examples

Wrote three goals for my group.

Discover everyone had different goals.

Together establish same goals for entire group.

Measured how long it takes to check in periodicals

Horrified: 20 hours per week to save $10 a year

Stop checking in periodicals; will buy replacements

Wrote one goal to accomplish each day

Made me conscious of how many sidetracks I take

Will share goal with office mate to help me keep on track

Page 10: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 10

Pat Wagner

• 30+ years w libraries• Learned PM on the job:

Very public deadlines– Printing projects– Theater: Curtain up!– Radio: 1/100 sec.

• ALA, ACRL, SLA, MLA

Page 11: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 11

Agenda

• Objectives• Stories of project management:

Mistakes, misunderstandings, disagreements• Homework guidelines• Resources• Connections

Page 12: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 12

Objectives

• Practice project management thinking.• Identify “soft spots” in your projects.• Apply specific improvements.• Proof of concept: Evaluate changes?• Test new ideas: Try something different.

Page 13: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 13

Stories

• The Bookcase Fiasco• The Imaginary Logo• The Missing Boxes• The Angry Employee• The Hidden Contract

• The Missing Bosses• The Printing Bid• The Forgotten Speaker• The Credit Check• The Wrong Change

Page 14: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Bookcase Fiasco

Page 15: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 15

The Bookcase Fiasco

Eighteen months of discussions, and the location of the new fiction collection was resolved. The bookcases were ordered, and the books were pulled out of tech services.

Page 16: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 16

The Bookcase Fiasco

Eighteen months of discussions, and the location of the new fiction collection was resolved. The bookcases were ordered, and the books were pulled out of tech services.

Too bad no one bothered to measure

the size of the collection.

Page 17: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Imaginary Logo

Page 18: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 18

The Imaginary Logo

The marketing committee was eager to stay proactive. After they met with the programming committee, they spent six months designing the campaign for the carnival.

Page 19: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 19

The Imaginary Logo

The marketing committee was eager to stay proactive. After they met with the programming committee, they spent six months designing the campaign for the carnival. Too bad the programming committee had

cancelled it five months and two weeks ago.

Page 20: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Missing Boxes

Page 21: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 21

The Missing Boxes

Funding for the new library building was approved. However, as the janitor pointed out, no one had thought about the logistics of moving the contents of Building A to Building B.

Page 22: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 22

The Missing Boxes

Funding for the new library building was approved. However, as the janitor pointed out, no one had thought about the logistics of moving the contents of Building A to Building B. What boxes do we buy, who pays for them,

and where do we store them?

Page 23: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Angry Employee

Page 24: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 24

The Angry Employee

The longtime employee, with a slew of problems, was terminated, with some drama. However, the library was not expecting revenge:

Page 25: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 25

The Angry Employee

The longtime employee, with a slew of problems, was terminated, with some drama. However, the library was not expecting revenge:

a database destroyed, thousands of dollars

of office supplies ordered, and a speaker

hired for a program that did not exist.

Page 26: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Hidden Contract

Page 27: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 27

The Hidden Contract

For years, the contract between the city and county for library services had been quoted by library directors, newspaper editors, lawyers, and elected officials.

Page 28: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 28

The Hidden Contract

For years, the contract between the city and county for library services had been quoted by library directors, newspaper editors, lawyers, and elected officials.

Too bad it did not exist.

Page 29: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Missing Bosses

Page 30: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 30

The Missing Bosses

No one was trained in project management, no one allowed to drop projects, no money was budgeted, and everything stopped when the managers left for conferences.

Page 31: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 31

The Missing Bosses

No one was trained in project management, no one allowed to drop projects, no money was budgeted, and everything stopped when the managers left for conferences. The staff was conscientious, and the project

was still three and one-half years late.

Page 32: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Printing Bid

Page 33: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 33

The Printing Bid

The director was stressed out: no time for important work. She was stuck writing a major bid for printing. She was upset. Complained a lot to her staff:

Page 34: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 34

The Printing Bid

The director was stressed out: no time for important work. She was stuck writing a major bid for printing. She was upset. Complained a lot to her staff:

Executing a lengthy financial project that her

competent clerk was trained to handle.

Page 35: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Forgotten Speaker

Page 36: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 36

The Forgotten Speaker

The committee was jazzed; they had all agreed that Ms. Pat was the ideal person for the ALA division keynote at the annual conference.

Page 37: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 37

The Forgotten Speaker

The committee was jazzed; they had all agreed that Ms. Pat was the ideal person for the ALA division keynote at the annual conference. Too bad no one thought to tell Pat.

[Luckily, a friend alerted Pat that she was

listed in the conference schedule.]

Page 38: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Credit Check

Page 39: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 39

The Credit Check

Fourteen years. $150,000. Gone. The director claimed that it was just a bookkeeping mistake. A loan to be paid back. A big surprise: But…

Page 40: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 40

The Credit Check

Fourteen years. $150,000. Gone. The director claimed that it was just a bookkeeping mistake. A loan to be paid back. A big surprise: But…

Too bad no one ran a $50 credit check or

hired an outside accounting firm to audit

the books, despite the expense.

Page 41: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

The Wrong Change

Page 42: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 42

The Wrong Change

The library user paid the fine with a $20 bill, and claimed that the staff member shortchanged him on purpose. No witnesses. Also, no policies in place. The library “paid off” the user.

Page 43: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 43

The Wrong Change

The library user paid the fine with a $20 bill, and claimed that the staff member shortchanged him on purpose. No witnesses. Also, no policies in place. The library “paid off” the user.

Too bad a good employee was accused

of theft because there was no plan.

Page 44: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 44

Mistakes in Common

• What do these stories have in common?

Page 45: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 45

Mistakes in Common

• What do these stories have in common?– People made assumptions.– No one was the point person.– Stuff was not written down, and shared.– No one had the big picture.– There was no plan.

Page 46: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 46

What Next?: February 10th

Try something new, and tell us:1. What did you do?2. What impact did it have?3. What will you do next?

Simple doc: [email protected] simple sentence or bullet per

item.

Page 47: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 47

Homework for February 10

1. Writing and sharing benchmarks in simple language

2. Setting benchmarks and deadlines to evaluate how

long tasks really take

3. Deciding how “good” something should (or can) be

4. Writing one daily, personal goal to help stay focused

5. Choosing things to stop doing, either temporarily or

permanently

6. Sorting priorities

Page 48: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 48

Homework Examples

Wrote three goals for my group.

Discover everyone had different goals.

Together establish same goals for entire group.

Measured how long it takes to check in periodicals

Horrified: 20 hours per week to save $10 a year

Stop checking in periodicals; will buy replacements

Wrote one goal to accomplish each day

Made me conscious of how many sidetracks I take

Will share goal with office mate to help me keep on track

Page 49: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 49

Resources

• Getting Things Done, David Allen• The One-Page Project Manager, Clark A. Campbell• The E-Myth Revisited, Michael Gerber• The Goal, Eliyahu Goldratt• Becoming a Manager, Linda Hill• Results without Authority, Tom Kendrick• Breaking Roberts Rules, Lawrence Susskind

Page 50: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 50

Connections

[email protected]• LinkedIn: Pat Wagner• Twitter: pat2pattern• Facebook:

– Pat Wagner– Pattern Research, Inc.

• Librarything: patternresearch

Page 51: Sharon Morris, Colorado State Library Pat Wagner, Pattern Research, Inc

Project Management Case Studies:Who Forgot to Measure the Bookcases? 51

Questions?

While we wait for your questions, we would like to hear from you about today’s webinar. Please complete the survey for this session.

http://www.surveymonkey.com/s/W9G3HVV

We will send you an e-mail with a link as well.