Facilitating the Project Lifecycle: The Skills & Tools to Accelerate Progress for Project Managers, Facilitators, and Six Sigma Project Teams (Jossey Bass Business and Management Series) PDF
Preview Facilitating the Project Lifecycle: The Skills & Tools to Accelerate Progress for Project Managers, Facilitators, and Six Sigma Project Teams (Jossey Bass Business and Management Series)
01_978752_ffirs.qxd 7/11/05 6:41 PM Page iii Facilitating the Project Lifecycle Skills & Tools to Accelerate Progress for Project Managers, Facilitators, and Six Sigma Project Teams Jan Means Tammy Adams 01_978752_ffirs.qxd 7/11/05 6:41 PM Page ii 01_978752_ffirs.qxd 7/11/05 6:41 PM Page i Facilitating the Project Lifecycle 01_978752_ffirs.qxd 7/11/05 6:41 PM Page ii 01_978752_ffirs.qxd 7/11/05 6:41 PM Page iii Facilitating the Project Lifecycle Skills & Tools to Accelerate Progress for Project Managers, Facilitators, and Six Sigma Project Teams Jan Means Tammy Adams 01_978752_ffirs.qxd 7/11/05 6:41 PM Page iv Copyright © 2005 by John Wiley & Sons, Inc. All rights reserved. Published by Jossey-Bass AWiley Imprint 989 Market Street, San Francisco, CA94103-1741 www.josseybass.com The materials that appear in this book (except those for which reprint permission must be obtained from the primary sources) may be reproduced for educational/training activities. We do, however, require that the following statement appear on all reproductions: Facilitating the Project Lifecycleby Jan Means and Tammy Adams Copyright © 2005 by John Wiley & Sons, Inc. This free permission is limited to the reproduction of material for educational/training events. Systematic or large-scale reproduction or distribution (more than one hundred copies per year)—or inclusion of items in publications for sale—may be done only with prior written permission. Also, reproduction on computer disk or by any other electronic means requires prior written permission. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008, or online at http://www.wiley.com/go/permissions. Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages. Jossey-Bass books and products are available through most bookstores. To contact Jossey-Bass directly call our Customer Care Department within the U.S. at 800-956-7739, outside the U.S. at 317-572-3986, or fax 317-572-4002. Jossey-Bass also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. Myers-Briggs Type Indicator and MBTI are registered trademarks of Consulting Psychologists Press, Inc., Palo Alto, CA94303. Figure 5.1 is reprinted from The Oregon Experimentby Christopher Alexander, figure p. 44. Copyright © 1975 by Christopher Alexander. Used by permission of Oxford University Press, Inc. Library of Congress Cataloging-in-Publication Data Means, Jan. Facilitating the project lifecycle : skills & tools to accelerate progress for project managers, facilitators, and six sigma project teams / Jan Means, Tammy Adams.-1st ed. p. cm.- (The Jossey-Bass business & management series) Includes bibliographical references and index. ISBN-13 978-0-7879-7875-4 (alk. paper) ISBN-10 0-7879-7875-2 (alk. paper) 1. Project management. 2. Group facilitation. 3. Six sigma (Quality control standard) I. Adams, Tammy II. Title. III. Series. HD69.P75A335 2005 658.4’013-dc22 2005004547 Printed in the United States of America FIRSTEDITION PB Printing10 9 8 7 6 5 4 3 2 1 01_978752_ffirs.qxd 7/11/05 6:41 PM Page v The Jossey-Bass Business & Management Series 01_978752_ffirs.qxd 7/11/05 6:41 PM Page vi We dedicate this work to: Those who laid a strong foundation— Our parents Harry and Dorothy Means J.L.and Doris Kennedy Mentor and friend Kevin Brennan Those who inspire us to grow— Our clients Our colleagues Those who have seen us through it all,our greatest gifts—our husbands Bernie Fredette Howard Adams In memory of Kevin Brennan 1948–2002 02_978752_ftoc.qxd 7/11/05 6:42 PM Page vii Contents Tables, Figures, and Exhibits ix Acknowledgments xiii The Authors xv Introduction xvii PART 1 THE POWER OF THE PARTNERSHIP:PROJECTS AND FACILITATION Section 1 The Commitment to Perform 3 1 Old Dogs and New Tricks 5 2 Facilitation Within the Project Lifecycle 12 Section 2 The Ability to Perform 23 3 Who’s on First? 25 4 What Effective Facilitation Is and Is Not 32 PART 2 THE PARTNERSHIP IN PRACTICE:MAKING FACILITATED WORK SESSIONS WORK Section 3 Work Session Basics 43 5 Making Work Sessions Work 45 6 The Work Session Tightrope 55 7 Preparing for the Work Session 69 8 Conducting the Work Session 82 9 Wrapping Up the Work Session 94 Section 4 Facilitating the Deliverable 101 10 Establishing the Project Charter 103 11 Analyzing and Designing Business Processes 116 12 Defining Business Requirements 135 vii 02_978752_ftoc.qxd 7/11/05 6:42 PM Page viii viii Contents 13 Assessing Risks 152 14 Convening Work-in-Progress Reviews 166 PART 3 THE TECHNIQUES Section 5 General Facilitation Techniques:Engaging the Group 187 15 It’s All About Communication 189 16 Flip-Charting 197 17 Brainstorming 202 18 Facilitated Dialogue 206 19 Nominal Group and Affinity Analysis 211 20 Prioritization Techniques 217 21 Breakout Groups 232 22 Staying On Track: Agendas, Action Items, and Other Focusing Techniques 237 Section 6 Specialized Facilitation Techniques:Building the Deliverables 251 23 Creating a Purpose Statement 253 24 Defining Objectives and Targets 258 25 Scope Framing 267 26 Guiding Factors: Assumptions, Constraints, Dependencies, and Touch Points 276 27 Discovering Impacts 282 28 Risk Analysis Matrices 288 29 Process Decomposition 298 30 Process Mapping 308 31 Process Detail Table 323 32 Context Diagramming 329 33 Requirements Table 345 34 Developing a Timeline 357 PART 4 RESOURCES A Cross-Reference Tables for Tools and Techniques 367 B Recommended Books and Journals 369 C Recommended Web Sites 372 D Recommended Organizations 375 References 378 Index 379 Templates on CD-ROM 385 How to Use the Accompanying CD-ROM 391
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