Manage This - The Project Management Podcast

The podcast by project managers for project managers. We are taking a fresh look at project estimation. Topics include the estimation obstacles project managers commonly face, key factors essential for accurate projections, the impact of organizational culture, implementing cost management strategies, and navigating the risks of underestimating or overestimating project estimates.

Table of Contents

02:10 … Project Estimating Course03:56 … What do We Estimate?04:46 … Factors in a Project Estimate06:26 … Ensuring Accurate Estimates08:30 … Experience and Experiment10:26 … Choosing the Best Approach11:41 … Estimating Tools12:38 … The Problem with Culture14:27 … Who Participates in the Estimating Process?15:55 … The People Side17:31 … Significance of Historical Information20:16 … Managing Costs22:17 … Underestimating your Project Estimates23:44 … The Issue of Risk Management25:26 … Dangers of Overestimating27:56 … How to Combat Overestimating29:03 … Implementing an Estimating Process33:54 … Closing

BOB MAHLER:  ...every time you sign your name on the dotted line, your credibility as a project manager is going to be in question and scrutinized.  And the larger the project, the more visible, the more scrutiny you’re going to have.  You should welcome that, and you should rise to that challenge.

WENDY GROUNDS:  Welcome to Manage This, the podcast by project managers for project managers.  I am Wendy Grounds, and with me in the studio is Bill Yates and our sound guy, Danny Brewer.  We’re so happy you’re joining us today because today we’re going to dive into the world of project estimation.  We’re going to discover the essential elements that demand estimation and the crucial factors driving accurate projections.  With our guests, we’re going to navigate the landscape of estimation tools and strategies as we discover a seamless approach for crafting dependable estimates.

Now, the experts we’re going to talk to on project estimating are Ren Love and Bob Mahler.  You all know Ren.  She is part of our Velociteach team.  She also does our Projects from the Past snippets that we sometimes include in our podcasts.  And she is the manager of curriculum development at Velociteach.  She’s also worked in zoos, science centers, and Disney’s Animal Kingdom before she joined one of the Big Four accounting firms; and she has 10 years of unique management experiences.  We’re so glad to have Ren on the team. 

BILL YATES:  Now let me tell you just a bit about Bob Mahler.

WENDY GROUNDS:  Yeah, it’s been a while since we’ve talked to Bob.

BILL YATES:  Yeah, Bob started his career with Velociteach similar to what I did, as an instructor.  So he taught for a number of years.  And then he migrated into sales, a natural role for him.  He’s director of business development with Velociteach now.  His background, he started out with the military.  As a matter of fact, he served our country as a Green Beret through the U.S. Army; served in Egypt, Kenya, Qatar, Saudi Arabia, many places.  After 12 years of service with the military, he moved back into the private sector and was a telecommunications specialist there. 

Project Estimating Course

WENDY GROUNDS:  Bob and Ren have developed a project estimating course which you can find on our website. This is an instructor-led course for group or corporate training. This course will teach students the most common and effective practices, tools and techniques for project estimating. You can email [email protected] if you would like more information or you can find a link to this course on our transcript.

WENDY GROUNDS:  Ren and Bob, it’s so good to have you both back on the podcast.  I wanted to ask you a little bit about the course.  You developed a course for Velociteach on project estimating.  Can you give us some background to that?

BOB MAHLER:  Well, of course.  First and foremost, it’s always a pleasure to be here with the Velociteach team, my home, my family,

The podcast by project managers for project managers. Burnout and resilience. How can we move beyond viewing resilience as a buzzword and dispel the notion that it involves only toughing it out or maintaining a positive attitude? Balancing project success with avoiding burnout is a real challenge in high-stress environments Dr. Marie-Helene (MH) Pelletier discusses the necessity of adopting a strategic approach to resilience by integrating psychology and strategy.

Table of Contents

02:39 … Why Resilience Is Important03:45 … Do We “Tough it Out”?04:57 … If the Context is Changing, Change Your Approach08:23 … What “The Resilience Plan” Offers11:56 … Helix Shape Resilience Plan Model13:28 … Being Strategic about Resilience15:11 … Creating a Resilience Plan19:04 … Kevin and Kyle20:10 … Burnout24:10 … Can Resilience Cause Burnout?28:20 … Striking a Balance31:20 … Taking Care of Yourself34:15 … Team Resilience37:30 … Contact MH38:07 … Closing

MH PELLETIER:  ...most project managers, would not be in a situation where on the daily basis have to explore how everyone’s feeling about everything, obviously.  But they’re also managing a project, managing people who are within this project, and managing themselves supporting this project.  So the more we can incorporate in our observations, the very normal expected demands and expected impacts that these may have on all of us as we navigate this timeline, the more we can, again, proactively manage and be prepared to reactively manage when any one of us, to your point, feels like we need to hit the pause button. 

WENDY GROUNDS:  Welcome, resilient leaders, to a special edition of Manage This, the podcast by project managers for project managers.  Stay tuned with us today for a conversation that will reshape the way you approach challenges in project management.

I’m Wendy Grounds.  My co-host, who is the expert in the arena of project management, is Bill Yates; and joining us is our unflappable sound guy, Danny Brewer.  Today we’re delving into a topic that’s the bedrock of success in the face of adversity:  resilience.  In the high stakes arena of project management, where challenges loom around every corner, resilience isn’t just a buzzword, it’s actually the secret sauce that turns your setbacks into stepping stones.  If you are navigating a stormy project or just seeking to fortify your professional resilience, this episode is your compass to success because in project management, the resilient not only survive, but thrive.

We’re excited to introduce our guest, who is a true champion in the realm of resilient project leadership, Marie-Hélène Pelletier.

BILL YATES:  Yes, we are so fortunate to have her joining us as our guest.  And she goes by MH, which is appropriate.  It’s a handy reference to mental health.  The short form really is a great fit there.  We love that.  So you’ll hear us refer to our guest as MH.  She’s a psychologist with a systems mind.  She has both a PhD and an MBA.  She has over 20 years of experience as a practicing psychologist and as a senior leader in the corporate insurance, governance, and healthcare sectors.  MH’s unique talent is bringing together workplace and psychology, translating concepts into key takeaways that listeners can put into action the minute they finish the episode. 

WENDY GROUNDS:  Yes, definitely.  There are many takeaways from this conversation, so let’s get talking.

Hi, MH.  Welcome to Manage This.

MH PELLETIER:  I’m thrilled to be here.

Why Resilience Is Important

WENDY GROUNDS:  We really appreciate you being with us.  You released “The Resilience Plan.”  It’s a strategic approach to optimizing your work performance and mental health.  Why is resilience so important?  Why does it matter to you?

MH PELLETIER:  Great question, and let me provide a definition because we hear the word, we use the word.  What is mostly the definition, even if we go to literature?

The podcast by project managers for project managers. Discover how project managers leverage their skills to navigate the multifaceted sales role. Harold Samson, shares insights on developing diverse sales-oriented skills. From the art of securing resources, fostering team alignment, and building client relationships, hear about the pillars of successful project management in a sales-oriented role.

Table of Contents

03:10 … The Project Manager Salesperson06:32 … Internal Sales10:26 … Successful Salesperson Qualities14:30 … Opportunity Bulletin16:56 … External Sales Strategies19:57 … Kevin and Kyle21:00 … Selling to Senior Management25:36 … Real-World Situations29:03 … Look for Opportunities30:43 … Ethical Considerations in Sales34:11 … Contact Harold35:56 … Closing

HAROLD SAMSON: One of the earliest things that I learned was that every person in the world since the dawn of time, everybody makes decisions that are in their own best interest.  It’s as simple as that.  And all you need to figure out is what are their best interests?

WENDY GROUNDS:  Welcome to Manage This, the podcast by project managers for project managers.  My name is Wendy Grounds, and in the studio with me are Bill Yates and Danny Brewer, our sound guy.  We’re so excited that you are joining us.  If you like what you hear, please consider rating our show with five stars, and you can also leave a review on our website or whichever podcast listening app you use.  This helps us immensely in bringing the podcast to the attention of others, and we want to reach as many project managers as we can to be able to help the community.

One question I have for you listeners:  How does your experience as a project manager translate into your ability to sell a product or an idea to stakeholders, to your clients, or even to your team members?

BILL YATES:  The sales aspect.  You know, just as we were preparing for our conversation with Harold, just this week there was a blog that I read by Antonio Nieto-Rodriguez, a guest of ours on an earlier podcast, and here’s a quote:  “Traditionally project management has been viewed as a support function, a facilitator of a predefined business strategy.  However, in my experience as a project management expert” - this is Antonio speaking, not Bill – “modern project management isn’t just a facilitator, but an enabler and driver of business growth.”

So this is very interesting that Antonio just wrote about this.  There is a sales side to what we do as project managers.  We have to sell it to the team, we have to sell it internally to get the resources, and then sometimes we have to sell to our external customers.  There’s nobody better to talk to us about it than Harold.  He’s had such great experience with that.  I’ve known Harold since 2006, have been working with him since 2006, and he’s just got a vast amount of experience and knowledge on, not just project management, but different industries and how consulting practices work and how project managers get things done. 

WENDY GROUNDS:  So today we’re talking with Harold Samson, who is one of our instructors at Velociteach.  Harold has been with us for many, many years.  He has more than 25 years experience in application systems development, and 20 of those involved all aspects of project management.  As a senior principal and co-founder of C.W. Costello & Associates, which is a national provider of business systems consulting services to Fortune 500 companies, Harold gained hands-on experience managing project teams in all phases of the system development lifecycle within many different industries. We just realized we have not yet had the opportunity to talk to Harold on a podcast.

BILL YATES:  We need to make that straight.  We need to fix that.

WENDY GROUNDS:  Yes, yes. 

Hi, Harold.  Welcome to Manage This.  Thank you for being our guest today.

HAROLD SAMSON:  Well, thanks for inviting me.  I’m looking forward to the conversation.

The Project Manager Salesperson

WENDY GROUNDS:  Yeah, I think it’s been a long time coming, and we’re excited to get into this topic.  Where did the whole idea of the project manager as a salesperson come from, and how has this evolved as your career has progressed?

HAROLD SAMSON:  Well, I started up in the Boston area.  When I first got into IT consulting, I worked for a boutique consulting firm up in Boston, and we were organized pretty much how every other consulting firm was organized back then.  We had a CEO and a whole bunch of salespeople, and then all of the consultants.  So it was a flat organization, and the salespeople were responsible for selling, and the consultants were responsible for doing the work.  And there wasn’t any emphasis put on the consultants being salespeople in place, so to speak.  So I worked there for four or five years, learned my craft.  And then me and six of my buddies, we decided to start our own company in Connecticut.

So we moved from Boston to Connecticut, and we started our own company, and it pretty much followed the same path until we hired a salesperson from  IBM.  And this gentleman was looking for a change in his career.  He was very, very successful at IBM, selling mainframes and everything that goes along with it.  And we brought him in.  He wanted a challenge.  He wanted to start selling services, so he thought that would be interesting for him.

And the first thing that he noticed when he came into our organization is that none of the consultants were selling out there in the field.  And we said, “Well, what do you mean?  We’re supposed to do the work.  We’re supposed to be the geniuses onsite.  We don’t sell.  That’s your job.”  He said, “No, no, no.  My job is to get you into a place, but then you have boots on the ground.  You get to see everything.  I’m not there.  There are many, many opportunities, and I’m going to teach you how to look for them.”

And over the next couple of years we went from a small company with a couple of offices.  Ten years later, we were doing $100 million in sales, and it was all because of what this guy taught us.  And as I go from class to class, site to site, and most of my classes are the PMP prep classes, but we teach a variety of other classes where management brings us in to groom their project managers.  And the first thing that we noticed, first thing that I noticed is that these guys wouldn’t know a sales opportunity if it knocked them on the head with a mallet.  It’s really a pretty straightforward thing to teach not only the project manager how to find and close on additional work with the customer, but the team members as well.  They’re out there.  They hear things.  They see things.

And they just don’t know what they’re hearing, and they don’t know that there are opportunities buried in some of the chitchat that goes on in any facility.  And you just need to know what to look for, and that’s what we used to train our people.  That’s what this particular IBM salesman used to teach us, and he opened our eyes, the results went right to the bottom line for sure.

Internal Sales

BILL YATES:  That’s a powerful story.  And to me, one of the things that intrigued me in talking about this topic is, in my mind, there’s two types of sales that a project manager needs to be aware of.  There’s the external opportunities that we need to be more aware of.   But there’s also the internal piece, a sales piece that I think for some project managers is a bit of a stretch.  But it’s, hey, you need to sell the team on the value of this project and sell the team on their contribution to the success of the project.  You’ve got to get them onboard.  So talk to us a little bit about that internal sales piece.

HAROLD SAMSON:  You’re definitely right.  There’s two sides of the coin there.  And when we talk to these project managers about sales, the way I introduce the topic, as I say, hey, I’m just curious, how many of you guys have ever been in sales before?  Just a show of hands.  And it seems like an innocent question.  And if we’ve got 20 people in the room, maybe one or two will put their hands up.  Then I’ll begin the discussion.  I’ll say, okay, that’s the problem.  You’re all in sales.  You don’t realize it, but as a project manager, you are selling to everybody.  First and foremost, you are selling to your team.  The first sale you have to make when you bring your team together, you need to convince everyone on the team that it’s in their best interest that the project succeeds.

Now, question is, how you do that?  Well, there’s no one-size-fits-all when it comes to that.  You need to talk to everyone.  One of the first mistakes that I made in the early part of my career as a project manager was I just assumed everybody was motivated by the same thing I was, which was I want to advance in the organization.  I want to make a lot of money.  And I found out very quickly that not everybody is motivated by money and advancement.  And you don’t know that until you sit down and have a one on one with every person on the team. 

You know half of them will be motivated by money, and that’s an easy discussion to have.  You know, what’s it going to take?  What kind of money are you looking for in the future?  And let’s put a plan together.  If you do this, then you will get that.  And once it’s in black and white, people have a roadmap for how to get from A to B, then you’d be amazed at how motivated they are.

One of the earliest things that I learned was that every person in the world since the dawn of time, everybody makes decisions that are in their own best interest.  It’s as simple as that.  And all you need to figure out is what are their best interests.  Now, half the people, like I said, are going to be motivated by money, advancement, all the accoutrements that go with that.  But the other people, you’d be surprised.  Some people are motivated by, you know what, I’d really like more time of...

Project C.U.R.E. was founded in 1987 to address the staggering shortage of medical resources around the world. It has become the world’s largest distributor of donated medical supplies, equipment and services to doctors and nurses serving the sick and dying in more than 135 countries. Each week Project C.U.R.E. delivers approximately three to five semi-truck-sized ocean containers packed with the medical equipment and supplies desperately needed to save lives in hospitals and clinics in resource-limited countries.

The podcast by project managers for project managers. Foundational power skills encompass soft skills, behavioral competencies, and personality traits essential for leaders, aspiring leaders, and team members alike. By embracing these power skills, individuals can elevate their capabilities, leading to enhanced organizational performance and fostering a collaborative, high-performance culture within organizations.

Table of Contents

02:47 … Neal’s Motivation03:54 … Targeting the Audience05:31 … A Power Skill08:21 … The 24 Power Skills12:07 … Pick Your Top Three13:25 … Manage Daily Your Top Three Priorities18:11 … A Project Story21:30 … Feedback on Focusing on Top Three23:13 … Treat All Project Managers Equally27:45 … Setting Expectations29:33 … Kevin and Kyle30:52 … Power Sills for the Team32:29 … Who Teaches the Power Skills?33:58 … Informing Your Leaders37:09 … Make Your Leaders Look Good42:37 … Contact Neal44:22 … Closing

NEAL WHITTEN: Power skills give you the real power to get your job done effectively and efficiently.  It places the accountability for your actions squarely on you.  I’m very big on accountability.  I think it’s something we’re missing in this world quite a bit.  And I find also that most people would rather have the authority and accountability that these power skills support.  So when you unleash this power in the non-management ranks, I assert your organization and company are going to prosper like never before.

WENDY GROUNDS:  Welcome to Manage This, the podcast by project managers for project managers.  I’m Wendy Grounds.  And here with me in the studio is Bill Yates, and our sound guy is Danny Brewer.

We’re excited to bring this episode to you.  We’re talking with someone who is well known and loved by all the Velociteach team.  This is Neal Whitten.  He’s a trainer, he’s a consultant, mentor, author, speaker in the areas of power skills and leadership, as well as project management, team building, and employee development.  He has authored eight books and has written over 150 articles for professional magazines and was a contributing editor of PMI’s PM Network Magazine for over 15 years.  He has developed 20 online products through Velociteach.  And Bill, you’re going to tell us a little bit more about Neal, too.

BILL YATES:  Yeah.  You know, there are certain relationships that you have at work, partnerships like this, that just take your game to the next level.  We are so honored to partner with Neal.  And I think it’s been nearly 10 years that we’ve been working with Neal.  And yeah, we have a number of InSite courses that are in the voice of Neal Whitten.  It’s actually his voice, it’s his content, and it’s in our InSite self-paced platform.

We also are thrilled to offer, if somebody wants Neal to come onsite and present one of his workshops, he even has a two-day workshop on the content that we’re going to go through with this Power Skills book.  You can contact us.  We have that relationship with Neal, and we can set that up, as well.  One of my highlights in working here at Velociteach has been this partnership with Neal Whitten.  We’ve got so much respect for him.

WENDY GROUNDS:  And we are going to be talking about his book, “Power Skills That Lead to Exceptional Performance.”  It’s a new book that’s just come out this year.  And, hey, if you’re looking for a gift that you want to give to everybody on your team or to a project manager that you know and love, this is an excellent idea for a wonderful Christmas gift, and you’ve just got a few days to go out and get yours.  Hi, Neal.  Welcome to Manage This.  We’re excited to have you back again.

NEAL WHITTEN:  Thank you, I’m honored to be here.

Neal’s Motivation

WENDY GROUNDS:  So we’re going to jump right in and talk about your book, “Power Skills That Lead to Exceptional Performance.”  And Bill and I were very excited that we got to read it early.  It’s a very good book.

The podcast by project managers for project managers. Constance Dierickx lays out a new paradigm for leadership that offers a way to synthesize thinking, emotion, and behavior. Meta-leadership goes beyond conventional leadership attributes, emphasizing not only the possession of knowledge and skills but also a keen sense of observation and discernment.

Table of Contents

02:29 … Meta-Leadership04:42 … Adopting a Meta-Leadership Strategy07:24 … Meta-Leadership Enables Decision-Making10:12 … Factors that Drive our Decisions14:36 … A Tension between Certainty and Uncertainty18:45 … Dealing with Unprofessional Behavior24:35 … Meta-Level Awareness26:16 … Kevin & Kyle27:22 … The Courage to Fail32:23 … Listen, Learn, and be Curious36:55 … Connect with Constance38:42 … Closing

CONSTANCE DIERICKX:  And I can't stress the importance of showing sincere interest in other people.  Don't say it.  Don't say, “I'm a people person.”  No one believes you.  Don't say, “People are our greatest asset.”  No one believes you.  Public relations, vanilla pudding.  Do not spew the typical stuff.  Say things that are sincere and memorable and uniquely yours.

WENDY GROUNDS:  Welcome to Manage This, the podcast by project managers for project managers.  I'm Wendy Grounds.  In the studio with me is Bill Yates and Danny Brewer.  We're so excited you're joining us today.  We're talking with Constance Dierickx, and she is the author of a book that we have read called “Meta-Leadership:  How to See What Others Don't and Make Great Decisions.”  Constance is really fun to talk to and has excellent advice.  I think you're going to enjoy this conversation.

She earned her PhD in clinical psychology focusing on decision science and crisis intervention.  She's an internationally recognized expert in high-stakes decision-making, and she has advised leaders and delivered speeches in more than 20 countries.  She's the founder and president of CD Consulting Group.  And we're going to be looking at her book “Meta-Leadership.”  One of the things that comes out of her book that I thought was really interesting was good leaders become great in part because they recognize that their own thinking, emotions, and habits of behavior can be a source of error.  So this is time for a lot of introspection.  We're going to be looking at ourselves, looking a little deeper and how are we being meta-leaders?

BILL YATES:  Even to decision-making.  And here's an example of how Constance applies this idea of meta-leadership.  Let's say I'm contemplating a significant decision.  Here are questions that I should answer.  Who am I trying to please?  Or who do I not want to disappoint or annoy?  What pressures am I experiencing to make one decision or another?  Are there opinions that I am minimizing or dismissing because I don't like that person that they're coming from?  Am I being closed-minded?  Those are some of the questions that we're going to be prompted to consider as we look at this topic and discuss it further with Constance.

WENDY GROUNDS:  Hi, Constance.  Welcome to Manage This.

CONSTANCE DIERICKX:  Thank you, Wendy.  It's delightful to see you and Bill on my screen.

Meta-Leadership

WENDY GROUNDS:  Can you describe for our audience what you mean by meta-leadership?

CONSTANCE DIERICKX:  Yes, yes.  So “meta” is a prefix from the Greek.  Someone needs to tell Mark Zuckerberg that it's not a word unto itself, although I doubt he'll listen.  “Meta” means above or beyond.  And so we think about metacognition, which means thinking about your thinking, which I write about in the book.  I have a whole section on thinking.  We think about meta-analysis.  So researchers will sometimes take a group of studies that have something in common.  Maybe they're all studying the effects of a new antidepressant, and they collapse the data and do what's called the “meta-analysis.”  And so you get the “meta‑study.”

I have worked with boards and CEOs for 25 years.

The podcast by project managers for project managers. Learn from the intriguing parallels between a jazz ensemble and an effective project team. Gerald J. Leonard demonstrates that music and project management share common principles as he offers a unique perspective on fostering a high-performing project team through the integration of music, productivity, workplace culture, and neuroscience.

Table of Contents

01:41 … Combining Jazz and Project Management05:12 … Gerald the Author07:31 … Incorporating Jazz and Project Management09:39 … A Cadence to Managing Projects11:50 … Recognizing the Traits13:57 … Mentoring and Coaching14:52 … Kevin and Kyle16:10 … Jazz and Productivity20:01 … Gerald’s Recovery Story23:04 … The Pomodoro Technique and Flow26:03 … Motivation and Accountability31:23 … Employee Burnout34:33 … Getting into the Right Rhythm36:08 … Contact Gerald37:42 … Closing

GERALD LEONARD:  ...it’s like playing jazz where things are moving quickly, meeting every day, things are happening.  Every two weeks you’re delivering something.  So things are happening really rapidly, and they can adjust because the customers say, “Hey, I don’t want that.  Let’s move to this one.  I want this requirement now.”  And you have to move and adjust.  Well, that’s like playing jazz.  Again, the song is moving pretty quickly.  So everyone has to, one, know their part, but also really lean in and listen.

WENDY GROUNDS:  Welcome, fellow project champions, to Manage This! I'm Wendy Grounds, and joining me in the harmonious studio adventure today is Bill Yates, and Danny Brewer, our sound guy.

Hold onto your project plans, because today we're diving headfirst into a fusion of beats and business. You heard it right – jazz and project management are about to collide in a symphony of ideas with a trailblazing maestro of maximizing potential, Gerald J. Leonard.

Gerald is an IT project management consultant; but he also has two degrees in music and is an accomplished bass guitarist.  As a professional bassist, he uses jazz metaphors to illustrate how to build supportive and effective team cultures. Creating successful projects and high-performing teams is much like building a jazz ensemble.

This isn't your average podcast – it's a symphony of ideas, where project management meets the jazzed-up art of success. So, buckle up, hit play, and let the show begin!

Hi, Gerald.  Welcome to Manage This.  Thank you so much for being our guest.

GERALD LEONARD:  Wendy and Bill, thank you so much for having me.  I’m really happy to be here.

Combining Jazz and Project Management

WENDY GROUNDS:  Can you tell us, just as an introduction, how you’ve combined your dual careers as a professional jazz musician and as a project management consultant?

GERALD LEONARD:  Yes. I had done my bachelor’s and master’s in music, studied through the Manhattan School of Music with a gentleman at Juilliard, and played professionally in the city.  And then I did some ministry work back in the ‘80s, ‘90s, and I wanted to get back into music, but now I was married with two kids.

I was kind of done with clubs and those kinds of things and thought, “Okay, so how can I keep playing and also make a good living and raise my kids?” So I got into IT at a time where, if you could spell IT, they were letting you in.  And so I got in.  You know, and I had my master’s already, so I thought, “I’m not going to go back to school for another degree.”  And then I realized they had all these certifications out there, the Novell certifications, the Microsoft certifications, the MCSE certifications, and all these different things like that.  So I just started going that route. 

That led me to a place where for years I was doing project work, became a project management consultant with a number of different companies, did work for the National Archives and major corporations, helping them at the enterprise level.  And then I would go and play shows,

Are you unlocking the potential of a neurodiverse workforce and fostering a project team that capitalizes on the strengths of each individual? In this episode we talk about dyslexia and how it impacts a team's productivity and success. Dyslexia is quite common, affecting 15-20% of the population. Carlene Szostak and Madeline Szostak Hoge discuss the challenges faced by dyslexic employees, and offer innovative strategies to ensure that the workplace becomes a supportive environment that advances employee performance and productivity.

The podcast by project managers for project managers. A project story about a massive initiative focused on an EPIC implementation at University Hospitals in Cleveland. Hear why this project to streamline patient information, enhance care, and improve operations has the tagline "Best Implementation of all time."

Table of Contents

04:29 … University Hospitals of Cleveland05:11 … The EPIC Integration07:18 … The Size of the Initiative09:51 … The Cost11:21 … Convey Calmness and the Right Mindset14:47 … The Guiding Principles18:38 … “Best implementation of all time.”21:48 … Kevin and Kyle23:17 … Risk Management28:09 … Time to Pivot31:31 … Big Bang Go Lives32:41 … Project Team Selection34:23 … Enterprise Program Management Office Perspective35:54 … PMO Resources38:15 … Takeaways from the Project42:56 … Find out More44:03 … Update44:36 … Closing

WENDY GROUNDS:  Welcome to Manage This, the podcast by project managers for project managers.  My name is Wendy Grounds, and with me in the studio is Bill Yates and Danny Brewer, our sound guy.  Thank you so much for joining us today. 

We have three guests, which is something new for us, and we’re quite excited to have a really full house on the Zoom studio today.  Our first guest is Sami Othman.  He is an operations and IT leader who designs and executes breakthrough IT solutions that optimize financial performance and efficiency in organizations.  Sami is currently the IT leader assigned to the effort of the project that we’re going to tell you about today.  He’s leading the transformative initiative to move University Hospitals of Cleveland to an integrated electronic health record system.  This is what they call Epic, and it is certainly an epic 600 million investment project that will standardize all hospitals into a common system and streamlining processes and consolidating one patient record.

Another person involved on this project is Lora Niazov, and she’s currently the director of the Enterprise Program Management Office at University Hospitals. Lora has also just become is an Adjunct Instructor of Project Management at the John Carroll University  She has over 20 years of experience in healthcare, information technology, and manufacturing industries.

And then the other person on the project is Gubran Ahmed, and he is an experienced program management office leader with demonstrated success and strength in strategic planning, process improvement and problem solving, change management, and relationship building across many functional areas in organizations.  Currently Gubran is working at University Hospitals and is leading the Enterprise Program Management Office with a portfolio carrying a budget of over $200 million, encompassing 150 active projects.  And he tells us a little bit about that, as well, in the podcast.

BILL YATES:  Yeah.  Yeah he does.  And all three guests are going to provide a unique perspective on what they’re doing with this massive program and how they’re seeing it unfold.  And this is big.

WENDY GROUNDS:  This is Epic.

BILL YATES:  This is Epic.  The name of the software is so appropriate.  There are 29,000 users.  We’re talking 22 terabytes of data and 3 million patient records that are a part of this conversion and implementation.  I can’t wait to get into it, hear some of the nitty-gritty from them, and hear some of their takeaways, their advice from implementation of this size.

WENDY GROUNDS:  Yeah, their project tagline is “Best implementation of all time.”  We really do think so.

BILL YATES:  Yeah, I can’t wait for our listeners to weigh in and say, “Yeah, that does sound like it.”  Or “No, mine’s better.  I’m going to tell Wendy about it.”

WENDY GROUNDS:  Yes.  And listeners, if you have an epic project, if you are working on a project that you think the story is worth sharing, that you’ve got some incredible lessons learned, or you’ve got a project that you think you’d like our audience to hear about,

The podcast by project managers for project managers. Mastering effective meetings is essential for project managers, as successful meetings contribute significantly to project success. Rich Maltzman and Jim Stewart say we should apply the same strategic mindset to meetings as we do to projects, and they offer insights to enhance your facilitation skills to conduct successful meetings.

Table of Contents

03:07 … Great Meetings Build Great Teams04:30 … Criteria for a Good Meeting05:44 … Allow Humor to Influence Meetings06:46 … Making a Sad Meeting Better08:32 … Why People are Attending a Meeting09:55 … Project Manage Meetings13:27 … A Meeting Planning Mindset15:12 … Don’t Worry about Being Liked17:06 … Kevin and Kyle18:12 … Dealing with Conflict in a Meeting21:12 … Goa the Garrulous23:16 … Pat the Passive-Aggressive25:56 … The Fear of Forage28:29 … Risk Register29:45 … Virtual Meeting Success34:01 … Get in Touch35:00 … Closing

JIM STEWART: If you blow the meeting, you get to make first impressions once.  So the level of planning should be commensurate with the meeting.

WENDY GROUNDS:  You’re listening to Manage This, the podcast by project managers for project managers.  I’m Wendy Grounds, and with me in the studio are Bill Yates and our sound guy Danny Brewer.  You can catch us wherever you listen to podcasts.  One of the apps that we’ve come across is Podurama.  It’s a free app for podcast lovers, and we are also there.  If you want to listen to us, take a listen on Podurama.  You’ll find a link to them on our transcript.

We love having you join us twice a month to be motivated and inspired by project stories, leadership lessons, and advice from industry experts. One little thing to mention is we got an email from Feedspot, which is a content reader that helps people keep up with their websites.  And they told me that we are one of the Top 30 podcasts for managers on the web.  So we were very excited to hear that.  Shout out to Feedspot.  Thank you for voting for us.

And we have some industry experts joining us today.  We’re very excited to bring you Jim Stewart, as well as a previous guest, Rich Maltzman.  Since 2003, Jim has been the principal of JP Stewart Consulting, and he’s a certified PMP, and he possesses multiple agile certifications.  He is a longtime member of the Project Management Institute and served for several years on the board of the local chapter.  With Rich Maltzman, he also is the co-author of the book “How to Facilitate Productive Project Planning Meetings” and its update, “Great Meetings Build Great Teams:  A Guide for Project Leaders and Agilists.”

Rich Maltzman also has his PMP.  He has been an engineer since 1978 and a project management supervisor since 1988, including a two-year assignment in the Netherlands. Rich is also focused on consulting and teaching, and has developed curricula and taught at several universities.  But we’re very excited about their book “Great Meetings Build Great Teams,” and that’s what we’re talking about today.

BILL YATES:  Yes.  This is a key to success for project managers is being able to successfully facilitate effective meetings.  So this is going to be a great conversation.  Plus, just reading through the book, there are so many familiar names and concepts that are there.  They make reference to Andy Crowe and the “Alpha Project Management Study” in his book.  They make reference to Alan Zucker, our instructor, who’s fabulous, and some of the blogs and research that he’s done. 

And they also talk a bit about Wayne Turmel and virtual meetings.  We had him on Episode 64.  Wayne was terrific.  And also Carole Osterweil.  She was on number 90, Episode 90 with us, talking about facing uncertainty.  So lot of familiar folks that are being referenced here, and we look forward to talking about having more effective meetings.

WENDY GROUNDS:  Hi, Rich; and hi, Jim.  Thank you so much for being with us today.