Summary of “Project Management for the Unofficial Project Manager: A FranklinCovey Title” by Kory Kogon, Suzette Blakemore, and James Wood (2015)

Summary of

Operations and Supply Chain ManagementProject Management

Summary of “Project Management for the Unofficial Project Manager: A FranklinCovey Title”

Introduction
“Project Management for the Unofficial Project Manager,” authored by Kory Kogon, Suzette Blakemore, and James Wood, is a comprehensive guide tailored for individuals who may not hold a formal project management title but find themselves managing projects. This book bridges the gap between formal project management methodologies and the practical world of unofficial project managers. The book offers actionable insights through a structured approach, filled with real-world examples to better understand and implement effective project management techniques.

Chapter 1: Recognizing the Unofficial Project Manager
Key Idea: The role of unofficial project managers is crucial in any organization, even if they lack the traditional title.

Concrete Example: Angie, a marketing coordinator, is tasked with organizing a large conference. Despite her title, she essentially manages a full-scale project.

Actionable Advice: Embrace the unofficial role by acknowledging your responsibilities and utilize any available resources, including books, online courses, and mentors, to develop foundational project management skills.

Chapter 2: The Four Foundational Behaviors
Key Idea: Successful unofficial project managers exhibit four key behaviors: initiating, planning, executing, and closing.

Concrete Example: John, an IT specialist, initiates a project to upgrade the company’s software system, plans every stage by drafting a Gantt chart, executes by coordinating with team members and stakeholders, and closes by obtaining feedback and documenting lessons learned.

Actionable Advice: Begin any project by clearly defining objectives and scope. Invest in tools to help create detailed plans and schedules, such as Microsoft Project or Trello, and consistently review your progress towards completion.

Chapter 3: The People Side of Project Management
Key Idea: Effective people management is critical to project success. This includes managing expectations, communication, and building a cohesive team.

Concrete Example: Lisa, a product manager, dedicates time every morning to touch base with her team, inquire about their progress, and offer assistance. This builds trust and keeps everyone motivated.

Actionable Advice: Implement regular check-ins or standup meetings to ensure open communication. Use collaborative tools like Slack or Microsoft Teams to maintain constant interaction among team members.

Chapter 4: Understanding Project Scope
Key Idea: Defining the project scope clearly is fundamental to avoid scope creep and ensure all stakeholders are aligned.

Concrete Example: When managing a social media campaign, Peter clearly outlines the deliverables, including the number of posts, platforms to be used, and the budget with his team to avoid any ambiguities.

Actionable Advice: Draft a detailed project scope statement, including objectives, deliverables, boundaries, assumptions, and constraints. Share this document with all stakeholders for approval to ensure everyone is on the same page.

Chapter 5: Building a Comprehensive Project Plan
Key Idea: Detailed project planning ensures all aspects of the project are covered, including timelines, resources, communication strategies, and risk management.

Concrete Example: Sarah creates a comprehensive project plan for developing a new app by listing all tasks, setting timelines using a Gantt chart, and planning for potential risks with a risk management matrix.

Actionable Advice: Utilize planning software to create a detailed project roadmap. Include buffer times for unexpected delays and schedule regular review points to adjust the plan as needed.

Chapter 6: Time Management and Prioritization
Key Idea: Efficient time management and prioritization are integral to keeping a project on track.

Concrete Example: Mike, a project lead on a website redesign, uses the Eisenhower Matrix to classify tasks into urgent and important, thereby prioritizing his team’s workload effectively.

Actionable Advice: Adopt time management strategies such as the Pomodoro Technique for focused work and use prioritization frameworks like the Eisenhower Matrix to handle different tasks.

Chapter 7: Managing Risk and Uncertainty
Key Idea: Identifying and managing risks proactively can prevent small issues from becoming project derailments.

Concrete Example: During the development of a new software feature, Jane conducts a risk assessment workshop with her team to brainstorm potential risks and develops contingency plans.

Actionable Advice: Regularly perform risk assessments and maintain a risk register. Develop mitigation strategies for identified risks and review them periodically to adjust as the project evolves.

Chapter 8: Leading the Project Team
Key Idea: Good leadership is about guiding and supporting the team, ensuring everyone is aligned towards the common goal.

Concrete Example: Thomas leads his team by providing clear guidance, recognizing their achievements, and encouraging an environment where team members feel comfortable sharing ideas.

Actionable Advice: Practice servant leadership by prioritizing the needs of your team. Create a supportive environment where feedback is encouraged and recognized. Employ tools like 360-degree feedback surveys to gather constructive insights.

Chapter 9: Effective Communication
Key Idea: Clear and consistent communication with stakeholders and team members is key to project success.

Concrete Example: During an office relocation project, Clara schedules weekly update meetings with all stakeholders, sends out detailed meeting minutes, and maintains an online project status board that everyone can access.

Actionable Advice: Develop a communication plan outlining the types, frequency, and methods of communication with different stakeholder groups. Use platforms like Asana or Basecamp to keep everyone informed.

Chapter 10: Monitoring and Controlling the Project
Key Idea: Ongoing monitoring and controlling ensures the project stays within scope, time, and budget constraints.

Concrete Example: David regularly monitors his team’s progress through performance reviews and adjusts the project schedule when he notices delays, ensuring the project remains on track.

Actionable Advice: Implement performance measurement tools such as Earned Value Management (EVM) to track project performance and progress. Conduct regular status meetings to review the project’s health and make adjustments as necessary.

Chapter 11: Closing the Project
Key Idea: Proper closing of the project, including a thorough review and documentation of lessons learned, is essential for future success.

Concrete Example: After completing a market research project, Karen conducts a debrief meeting with her team to discuss what went well, what didn’t, and compiles these insights into a lessons learned document for future reference.

Actionable Advice: Hold a post-mortem meeting to gather feedback from all team members. Document lessons learned and store them in a shared knowledge base for future projects.

Conclusion
“Project Management for the Unofficial Project Manager” equips individuals without formal project management titles with the tools and techniques to manage projects effectively. Through relatable examples and actionable advice, readers are empowered to take charge of their unofficial projects and lead them to successful completion. By embracing foundational behaviors, investing in planning, and focusing on people management, unofficial project managers can transform chaos into order and achieve their project objectives efficiently.

Operations and Supply Chain ManagementProject Management