Thursday, May 10, 2012

Project "Post-mortem"

Learning from a Project “Post-mortem”

Back in 2004, my wife and I decided it was the right time to by a newer, larger house (our family had grown too large for the one in which we were living) and move our family across the county. We looked at many houses with the features we desired and eventually found a small subdivision with a house plan that was right for our needs. The house would be constructed on the lot we chose and would be ready for us in August of 2005. Plans were made to make the move on a specific day in August that happened to be the weekend before school started.


Planning for the Move

The move was planned to take place with the majority of the furniture moved on a Saturday. We would move smaller items in smaller trucks and vans to try and fit all the larger items onto one large truck. Working together, we decided to hire a moving company to handle the larger items and we agreed to have everything packed in labeled boxes to best facilitate the move. The company we contracted with was to arrive on Saturday morning at or around 8 AM. Things did not work out as planned……


Wherefore art thou moving van?

The contracted moving company did not show up on time. After allowing a substantial waiting period (over an hour), we began trying to contact the company to determine where they were and, more importantly, why they were not where they were supposed to be. Multiple hours passed before contact was finally made. At this point, several trips moving van loads and car loads of items to the new house had already taken place so as not to waste the time of the family and friends who had volunteered to help. Eventually, the moving van showed up at 4 PM. Not only was it extremely late, it was a rental truck and was substantially smaller than the one promised! We continued with the move but it now required 3 trips with the smaller moving van. At the end of a very long day, the driver expected to be paid in cash when we were expecting to pay with a check. Then, he had the nerve to ask for a tip! I am not a violent person but it was all I could do to remain civil, pay him what was owed (a combination of all the cash I had and a check), and ask him to leave.


Contributing Factors to Project Failure

While the project was ultimately successful (the move did take place), the plans were not as effective as hoped. The early phase of the project had shown it was needed and feasible to execute the move in one day with the assistance of a moving company (in addition to family and friends who volunteered). Looking back, when the moving van did not show up on time, the plan should have been altered. According to Portny, Mantel, Meredith, Shafer, Sutton, and Kramer, “Ignoring these occurrences can seriously jeopardize a project’s success; responding to these occurrences almost always adds time to a project” (Portny, Mantel, Meredith, Shafer, Sutton, & Kramer, 2008, p. 106). In this case, the company should have been fired and another company hired for a later date to move the heavier items. This would have added time to the plan but it would have greatly reduced the frustration.

Asking the question, “Were our constraints, limitations, and requirements made clear to all vendors/contractors from the beginning?” (Greer, 2010, p. 43), the conclusion is that the expectations were clear but the follow through on the part of the vendor was lacking.


Using Project Management Processes to Improve Results

More attention to the details of the plan could have resulted in a positive experience. During the planning phase, the project manager should, “clarify with all persons the specific activities they will perform and the nature of the work they will do” (Portny, et al., 2008, p. 83). In this example, confirming with the moving company may have helped them to understand the expectation levels and the importance that they fulfill their obligations. Another planning tool that would have helped is the work order agreement. According to Portny, et al., this is, “a written description of work that a person agrees to perform on a project, the dates the person agrees to start and finish the work, and the number of hours the person agrees to spend on it” (Portny, et al., 2008, p. 83). 

Using these portions of the project management process may have resulted in a less frustrating experience.
Ultimately, the project was a success as the desired result was accomplished. However, there was much frustration along the way that could have been avoided with better planning. We learned a lot through this and, if we ever pursue a similar project again, the lessons we learned will be applied.

-jeff

References:

Greer, M. (2010). The project management minimalist: Just enough PM to rock your projects! (Laureate
custom ed.). Baltimore, MD: Laureate Education, Inc.
Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. (2008). Project
Management: Planning, scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons,
Inc.

8 comments:

  1. Glad to hear you did get moved into the house! How far was the drive between the two houses? I can't imagine how long it would have taken with a pick up truck!

    Jessica

    ReplyDelete
    Replies
    1. It was 14 to 18 miles one way. (Sometimes it was quicker to go the longer way). We did make multiple trips with pick up trucks, minivans, and cars before the moving van showed up. I decided that if we ever move again, even for a short distance, we will hire one of the big name companies that have the semi/tractor trailer type trucks. The hope is that they would be more professional.

      Thanks for the response,
      -jeff

      Delete
  2. When I was 15, I was helping my dad paint one of the rooms in our house. I thought that with the two of us it would only take a couple of hours. He looked at me, smiled and said "Gen one thing you can count on when it comes to projects like this, take the time you think it will take and multiply it by 5." (Brothers, personal communication 1986). Well as it turns out, he was right. He was right that time, and about a hundred other times. He chalked it up to the unpredictable things that can crop up. I think you can apply my dad's painting philosophy to project management as well. For instance, you had no idea the moving people were not going to do their part of the project. We learned in our first week about barriers to success (Van Rekom, Achong, & Burdovich, n.d.). Having a plan in place is essential for project completion, but as you said just because a project is completed, does not mean the process is a work of art. Like you said your move was successful, but the process was filled with frustration. The good news for you is that your post mortem has given you some great insights into the process, and some ways for you to avoid some of these frustrations if you move in the future.

    References

    Van Rekom, P. (Writer), Achong, T. (Writer), & Burdovich, V. (Writer) (n.d.). Practitioner voices: Barriers to project sucess [Web]. Retrieved from https://class.waldenu.edu/webapps/portal/frameset.jsp?tab_tab_group_id=_2_1&url=/webapps/blackboard/execute/launcher?type=Course&id=_551248_1&url=

    ReplyDelete
    Replies
    1. Your dad had some great advice. I have used similar advice withe my son n regards to homework. He'll say something about it only taking a little while and I usually tell him to at least double the time he thinks it will take.

      You are correct. I did gain some valuable insight into ways to avoid this kind of frustration on similar projects.

      Thanks for the response,
      -jeff

      Delete
  3. Jeff
    I really like how you took this personal example broke it down and look at each instantance and how it could have been changed to make the situation better. Looking back you made several comments on how if you would have changed the scenario it would have worked much smoother. This is a learning process and we can benefit if we choose to look at personal situations and how we could have handled them differently.
    Sally

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    Replies
    1. I did learn a lot from this experience. One of the biggest things is that sometimes, you get what you pay for. Even though we thought we were hiring professionals, we were sadly mistaken. I have learned that I also need to allow for more time for all the "what ifs".

      Thanks for the response,

      -jeff

      Delete
  4. This is a process that I am all too familiar with and one that I really do not like. I think it is extremely important to always have a Plan B, although one would think that when you are promised something, it would happen in a relatively similar manner to what you are promised. lol I have found that depending on others to do the things that you want done is an excruciating process sometimes and this is why I have a problem with delegating; however, when working a project, especially as a PM, delegating is necessary. I am glad you finally got everything moved, and you are so very correct in saying that you get what you pay for! lol

    ReplyDelete
  5. Jeffrey,

    Man I have felt your pain in that process before. I cannot think of anyone that likes to move.

    The thing that struck me in your example is the fact that the moving company was late and not dependable. They payment in cash thing was a little out there too.

    If this had been a official project ran under a Project Charter, Statement of Work and Project Scope, the specific date, time, size of the truck and what was expected of the movers would have bee laid out. Additionally, payment terms would have been agreed upon. All of this would have been in writing and signed by all parties as well.

    I say next time apply these things to your next move, just be aware there may be some detractors that say you are overanalyzing. Ignore them. :-)

    ReplyDelete