Visual Management - Making it easier to be in control, Thursday 30th July 2015
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Transcript of Visual Management - Making it easier to be in control, Thursday 30th July 2015
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Visual Management Making it Easier to be in Control
Welcome Your presenters are: David Hart RPP FAPM MCMI
Jane Royden BSc MSc DMS MAPM
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Project and programme management specialists
E AND H
A clear way forward…..
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“The strategy sets an agenda that is uncompromisingly ambitious, creative and radical.
Yet it can be encapsulated in just three words:
all projects succeed
– that is to create a world in which this is taken for granted.”
APM 2020 Vision
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• How we came across visual management
• What visual management is – what is visual and what isn’t
• The background theory
• Demo of Targetprocess – visual management software we use and recommend to our clients
• Visual management in practice – where it adds value.
Presentation Outline
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• What planning and management tools do you use?
• How effective are they – what is frustrating?
Your World?
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• Organisations without a project culture
• Diverse projects – people change, business change, IT
• Need for tools to help control
• Limited project management maturity in most organisations.
Our World:
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What is Visual Management?
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Charts & Graphs Gantt Chart
Common Visual Tools:
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MS Excel
MS Project
Non-visual management systems:
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What is good visualisation?
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• PM increasingly complex
• Visualisation can enable us to display more complex information in a way that can be understood
• Saving time and money or just pretty graphics?
• Conveys relevant information clearly and simply supporting decision making and action taking.
What is good visualisation?
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• Agile project management, especially in IT, has added new dimension to visualisation.
• Kanban boards – 2 dimensional representations
• With the importance of team and collaboration, visibility is really essential
• We came across visual management being used for Agile a few years ago and realised that the same tools could add huge value in other areas.
Where has visual management come from?
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Jacques Bertin, The Semiology of Graphics, 1967
Visualisation – the theory:
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Visualisation Elements:
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Two quantitavie parameters of an object in a flat dimension.
Planar Variables:
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X axis represents current status
Y axis is work package priority
Example – Kanban Board:
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Retinal Variables
Six retinal variables colour, size, shape, texture, orientation and hue
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Retinal Variables
Can visualise more than two parameters at the same time
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Planar and Retinal Together!
Extra information on a Kanban Board.
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Data Patterns
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Category – Grouping by Type
Phase 1 Phase 2
Feature A
Feature B
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Timelines
September October November December
Work Area 1 Action or Decision
Task 3
Milestone
2016 2015
2016 2015
Task 4
Task 2
Task 1 Milestone
Work Area 3
Task 5
Milestone
Task 1 Milestone
Milestone
Task 2 Milestone Milestone Work Area 4
Work Area 5
Task 6
Work Area 2
Task 1
Task 1
Task 1
September October November December
Milestone
Task 2 Milestone
Task 2
Action or Decision
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Networks – Links and Relations
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Variables and Categories - Project Prioritisation
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Build the Plan Together
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Benefits Dependency Network
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All that’s ok but….
Image courtesy of Maggie Smith at FreeDigitalPhotos.net
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Visual Management Tools
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• Visibility – single information source - everyone can see what they need
• Collaboration – everyone working together Everyone actively contributes
• Empowers the team to record progress and so frees project manager up to manage by sharing the administrative overhead
• Control – Project managers can have their management view and set management controls
• Flexes – to the context – configure to suit your project methodology / process.
Why we use VM software:
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How could you use visual software tools?
Any thoughts?
If you knew how visual management might be useful – what would it be?
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Domain Model
For Programmes and Projects
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Basic Project Process
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Outputs Workflow
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Summary of the Benefits
• Empowers team members to take responsibility
• Enables project manager to control in both project and non-project cultures
• Encourages collaboration through shared visual representations – get everyone literally ‘on the same page’
• Project Manager can configure processes and controls in the background – that are then visible, tangible and easy to follow. Everyone can see non-compliance!!
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Visual Management in Practice – Our Experiences
• The organisation that starts 300 projects a year and has no idea of what happens to them!
• The senior manager /stakeholder with the constant ad hoc progress update requests
• Progressing project issues
• Team member(s) who won‘t engage with the process
• Dissapates the ‘Vortex of Chaos‘ – enables you to manage volumes and complexity (in a rapidly changing environment)
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Immediately Post Go Live
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Structure!!!
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Collaboration
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On the Screen…. Status
Annie
Steve
Jamie
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Annie
On the Screen… Detail
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Six Weeks Later
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• Adopt an approach that fits with your organisational context – we know visual management is effective in organisations with and without a mature project management culture
• Use the full range of visual elements available – but keep each view simple
• Use visualisation to present complex multi-dimensional data
Getting the best out of Visual Management:
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• Present summary information visually to your
top-team decision-makers
• Web-based visual management software is great
for collaborating across different
teams/organisations
• Most people work well visually – but not
everyone does, so tables and figures still need to
be available.
Getting the best out of Visual Management:
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To find out more visit our website, where you can register for a trial version of the software
http://www.eandhlimited.com/visual-management.htm
Register
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@projectjazz
@projectblues
http://www.eandhlimited.com/visual-management.htm
Any Questions?
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This presentation was delivered at an
APM event
To find out more about upcoming
events please visit our website
www.apm.org.uk/events