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A model of project complexity

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Introduction

The lack of a clear definition of project complexity has lead to much confusion amongst project management academics and practitioners regarding what makes a project complex to manage. A recent paper by Harvey Maylor, Richard Vidgen and Stephen Carver, entitled Managerial Complexity in Project-Based Operations: A Grounded Model and Its Implications for Practice, is a step towards changing this situation. In the paper Maylor and his co-workers  present a qualitative empirical model which captures both structural (static) and dynamic1 elements of  managerial complexity in projects. I summarise and review the paper below.

Background and Objectives

The authors make the observation that project management methodologies (as codified in the various “bodies of knowledge”) contain what is deemed as accepted practice rather than best practice.  The point being that there is never any proof offered that the practice in question is indeed the best, or even better than others. Such proof is impossible because methodologies are highly prescriptive and  ignore context (i.e. the particular environment and quirks of individual projects).  This dogmatic, “our way is the best way” attitude is inconsistent with the diversity of situations and factors that make projects hard to manage. Hence the need to develop a understanding of what makes a project complex.

It may thus be helpful to consider projects as complex adaptive systems. As a first step, the authors discuss various characterstics of such systems, in particular those that might apply to projects. I have covered much of this material in an earlier post, so my coverage here will be brief. The main points the authors make are as follows:

  1. The components of a complex system interact and produce outcomes that are unpredictable and nonlinear.
  2. One cannot understand a complex system by studying the individual components that comprise it.
  3. A complex system displays path dependence (i.e. dependence on history) and sensitivity to initial conditions.
  4. Adaptive systems can change and “learn” from experience.

There have been several models of project complexity proposed by researchers. Each of these propose various dimensions (or factors) that capture complexity. Some of these factors are:

  1. The number of physical elements of a project and their interdependencies. (Baccarini)
  2. Organisational, technical and resource complexity.
  3. Organisational and technical complexity, and structural and dynamic interactions between the two. (Xia and Lee)

Although earlier models have been useful, organisations have found that other factors (unaccounted for in existing models) contribute to managerial complexity in projects. With this in mind, the authors’ aim to develop a comprehensive empirical model of managerial complexity in projects and thus answer the question: What makes a project complex to manage?

The Model

The  model  was developed through workshops that involved a large number of practising project managers. I will not go into details of research methodology here; please see the original paper for details.  What is important to note is that the model includes input from a broad range of practitioners. With that said, I’ll move straight on to a description of the model.

The model describes both structural and dynamic elements of managerial complexity. The authors find that structural complexity in projects comprises of the following broad dimensions: Mission,  Organisation, Delivery, Stakeholders and Team. Following a distinctly academic penchant for acronymisation (to coin a term), the authors call their model MODeST, taking the first letter or two from each of the above dimensions.

The hierarchy below lists each of the above dimensions along with their sub-dimensions. Further, the lowest level of the hierarchy (sub-dimension level) lists representative questions that can be used to characterise each sub-dimension.  (Note: Please see the paper for full details).

  • Mission
    • Objectives
      • Is there a clear vision?
      • Are the goals clear?
    • Scale
      • Long timescale?
      • Large number of resources?
    • Uncertainty
      • Are there interdependencies with other projects?
      • Are there interdependencies within the project?
      • Does it involve new technology?
      • Has the project been done before?
    • Constraints
      • Are there legislative or compliance constraints?
  • Organisation
    • Time
      • Are there multiple timezones?
    • Space
      • Are team members colocated?
      • Is there face-to-face communication between team members?
    • Geography
      • Are there multiple languages?
    • Project / organisation fit
      • Is there a mismatch between project team structure and organisational structure?
    • Organisational change
      • Does the project involve organisational restructuring?
  • Delivery
    • Administration
      • Is project reporting accurate, adequate and does information get to people who need it?
      • Is project data collection accurate, true and complete.
    • Decision Making
      • Is there effective governance of project decision making?
      • Are too many levels of management involved in decision making?
    • Change management
      • Is the change management process cost effective?
      • Is it flexible?
    • Project processes
      • Are project processes defined, standardised but not overly bureaucratic?
      • Is there a clear responsibility for tasks and deliverables?
    • Project management methodology
      • Is there a common methodology used throughout the project?
    • Resources – Human
      • Are human resources shared across projects?
      • Who controls human resources for the project?
      • Does the project manager have control over resource selection?
    • Resources –  Technology
      • Does the project have tool support?
    • Resources – Financial
      • How flexible is the project budget?
  • Stakeholders
    • Stakeholder Identification
      • How many stakeholders are there?
      • Are there any unidentified stakeholders?
    • Support for project
      • Do stakeholder groups interfere with the project?
      • Do stakeholders have sufficient time for the project?
      • Do they respond to project needs in a timely manner?
    • Relationship basis
      • Is the relationship between the project and stakeholders contractual?
    • Experience
      • Do the stakeholders have realistic expectations of the project?
      • Do they have domain experience?
      • Do they have project management experience?
    • Power
      • Do the stakeholders have power to make decisions.
    • Key stakeholders
      • Is there senior management support?
    • Sociopolitical
      • Are there hidden agendas or unsurfaced assumptions?
      • Do stakeholders have conflicting priorities?
      • Are there any conflicts between requirements of different stakeholders?
    • Interdependencies
      • Are there interdependencies between stakeholders? (e.g. between suppliers)
  • Team
    • Project staff
      • Do team members have sufficient prior experience?
        Does the project involve multiple technical disciplines and languages?
      • Are the team members knowledgeable and competent in all aspects of the project (business, technical and project management)?
      • Are the team members motivated?
    • Project manager
      • Is the project manager an effective communicator?
      • Does the project manager have authority?
    • Group
      • Are there cultural differences between team members?
      • Are there personality clashes or is there any rivalry within the team?
      • Does the team have a shared vision for the project?

The above dimensions and sub-dimensions characterise the structure of managerial complexity in projects. However, that isn’t all: the authors mention that many workshop respondents emphasised that elements (i.e dimensions) that make up the model interact thereby “multiplying” managerial complexity. This is one aspect of dynamic complexity. The authors also note that interactions can occur within a single element – for example, within interdependencies between suppliers and stakeholders. Analysis of the data showed that there is a dynamic element corresponding to every structural element of the model. Further still, dynamics of an individual structural element can be affected by interactions with other structural and dynamic elements. That is, the dynamics of one part of the system can be altered by other changes in other parts. The model thus captures structural, dynamic and interactive aspects of managerial complexity in projects.

The authors report that workshop participants also recognised their own role in adding to managerial complexity. For example, a project manager who fails to recognise task dependencies in early stages of a project contributes to complexity down the line. Project managers are thus, ” key actors embedded within the conceptualisation of the complexity of their projects rather than external observers.” The authors suggest that this indicates that many elements of managerial complexity can in fact be tamed by proper management. That, arguably, is what a project manager’s job is all about.

Implications and Discussion

The authors observe that projects are ubiquitous within organisations. Yet, current project management practices as codified in well-known methodologies fail to account for variations in context between projects. Managerial complexity varies with (and is defined by) a particular project’s context – for instance, a project may have several stakeholders with conflicting requirements whereas another may have only one stakeholder. The model developed by the authors describes managerial complexity using five dimensions and several sub-dimensions. These structural elements can change in time and also interact with each other, so the model is also capable of describing dynamic complexity in projects.

To illustrate expand on the last point of the previous paragraph, consider stakeholders – the “S” in the MoDest acronym. The authors point out that, “from an organisational theory perspective, a project can be seen as being constituted from the entire set of relationships it has with itself and with its stakeholders.” Project managers need to understand not only the power and legitimacy of each of the stakeholders, but also the relationships or interactions between them.  Moreover, the relationships between stakeholders evolve in time – i.e they are dynamic. Similarly, the other four dimensions of the model also display dynamic behaviour.

This dynamic behaviour is merely a restatement of the obvious:  in projects things change, sometimes rather quickly and unexpectedly. Standard project management practice offers techniques such as risk management, configuration management and change control to manage these. However, the authors suggest their data shows that,  “the nature of change considered by existing approaches is limited and that such programmatic responses may be inappropriate.” They go on to state, “Such dissatisfaction with traditional requirements engineering and command-and-control project management strategies has lead to an interest in agile project management approaches.” These statements will ring true for  those who have been burned by  the limitations of traditional project management methodologies.  Agile techniques embrace change; traditional methodologies seek to control it (and do so unsuccessfully, one might add).  The implicit acceptance of change in agile methodologies make it consistent with the dynamic model of managerial complexity proposed by the authors.

Conclusion

The paper describes an empirical model of managerial complexity in projects. From my (admittedly incomplete) reading of the literature, the model is more comprehensive than those that have been proposed heretofore. Further, it captures structural, dynamic and interactive aspects of elements that make a project complex and hard to manage. The model challenges current practice as embodied in traditional, “big-bang” approaches to running projects, but is consistent with Iterative/Incremental methodologies which form the basis of agile techniques.

The authors end with a brief description of some areas for further research. Some of these include:

  • Refining the dimensions of complexity and finding the key drivers of each.
  • Determining whether compexity can be quantified.
  • Exploring the possibility of managing complexity.

We are still a long way off answering these questions, and thus developing a quantitative, controllable understanding of project complexity. Yet, the model presented provides at least a partial answer to the question: What makes a project complex to manage?

References:

Maylor, Harvey.,  Vidgen, Richard, & Carver, Stephen., Managerial Complexity in Project-Based Operations: A Grounded Model and Its Implications for Practice, Project Management Journal, 39 (Supplement), S15-S26. (2008).


Footnotes:

1 See this post for more on structural and dynamic complexity.

Written by K

September 18, 2008 at 11:08 pm

The calculus of project teams

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Introduction

Calculus is an important part of the mathematical toolkit of scientists and engineers. I’m sure some of my readers have (perhaps, not so fond) memories of many (perhaps, not so entertaining) hours spent in learning calculus during their late high-school / early college years. Calculus has two main branches: differential calculus and integral calculus.  The first branch deals with a mathematical technique called differentiation,  which enables one to calculate the variation of a quantity with respect to another  – for example, change of distance with respect to time, aka speed.  The second branch deals with integration, a technique to compute the net (or summed) effect of small variations  – for example, speed*time, summed up over all time slices, yields the total distance travelled.  As the examples suggest, the two techniques are the inversely related. In this post I draw an analogy between these operations of calculus and two somewhat opposite, or inverse, things a project manager has to do in order to ensure the smooth and effective functioning of a team.

Project teams consist of individuals, each with different skills, aptitudes and personalities. Yet the team has to function as a unit, pulling together, ensuring that every individual’s effort contributes to achieving the team goal. In order to do this, the project manager has to employ the inverse techniques of team  differentiation and integration as I outline below.

Differentiation

It’s a given that no two people are the same. Yet many managers deal with all  their team members in exactly the same way. This is a mistake. One has to tailor one’s management approach to suit individual personalities and quirks. But even before this, one has to take the time to understand what makes each individual tick – knowledge, skills, professional interests, approach to work,  career aspirations etc. This isn’t always easy to elicit (no, a questionnaire won’t work!). One has to get to know people one-on-one, taking time to talk to them in different situations and contexts. Over time one builds up a picture of the things that make them different and unique from everyone else on the team.

Why is this important? Well, if you really understand the folks who make up your team, you’ll develop a feeling for what they will be able and willing to do on a project. You’ll get a sense for their strengths and weaknesses, both technical and otherwise. This is knowledge that is useful in all stages of a project, but particularly so in times of crisis.

Differentiation, in essence,  boils down to developing individualised work relationships with each team member.  All the outstanding project managers I have known have been able to do this effortlessly, and in a non-intrusive way. I reckon this (not so common) skill is one of the important factors that sets the brilliant apart from the run-of-the-mill project manager.

A few words of warning though: Although the best way to get to know people is through conversation, remember to be sensitive to differences in personality, and also to avoid topics that may be construed as personal. Further, be genuine – there’s nothing worse than false interest or bonhomie; and it shows a mile away!

Integration

Differentiation is one aspect of team management, the other is integration: i.e.  integrating diverse personalities and skills into a coherent team. Most mainstream theories of team development are built around Tuckman’s four-stage forming-storming-norming-performing model. In brief: the first stage corresponds to team formation; the second to debates / confrontations between individuals on the team; the third to settling down and development of trust; the fourth to working on the task that the team has been charged with. The project manager has a supervisory (I prefer the word, integrative) role in all four phases, but especially so in the first two.

In an ideal situation the project manager has had a chance to get to know team members prior to team formation. If so, through differentiation, he or she already knows the strengths and weaknesses of each individual. The project manager can thus match project requirements to individual skills and aptitudes to come up with an optimal team. Once the team is formed, the project manager can facilitate project discussions, armed with a good sense for who might be able to contribute in specific areas. Furthermore, he or she will also be able to defuse conflicts or mediate disagreements between team members more effectively than would have been the case without this knowledge.

Conclusion

In mathematics differentiation and integration are the basic operations of calculus. In this post, through analogy, I have discussed the importance of the two  techniques in the context of project teams. Much like the engineer who has to master differentiation and integration, the project manager has to be adept at both techniques of the calculus of project teams.

Written by K

September 15, 2008 at 8:35 pm

Blended project teams and client-vendor trust

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Introduction

Many projects are run as collaborative efforts between  customer and provider (or vendor)  organisations. It is well accepted that such co-creation involving both parties is an effective way for service organisations to enhance acceptance of the services they provide. It is a common practice for IT service providers to locate their consultants at client sites for the entire duration of the project. In this period consultants and client-side employees work together in blended teams. It is clear that the (provider-side) project manager plays a critical role in such projects because he or she is at the interface, or boundary, between two organisations. A recent paper, by Sheila Simsarian Webber, entitled, Blending Service Provider – Client Project Teams to Achieve Client Trust: Implications for Project Team Trust, Cohesion and Performance, published in the June 2008 issue of the Project Management Journal, investigates the effectiveness of such teaming from the perspective of trust between the project manager (as a proxy for the supplier) and the client.  I review the paper below.

Background and Objectives

Interestingly, most of the  research on co-creation or co-production has focused on bringing the customer into the service organisation rather than the other way round. That’s strange (to me at any rate) because the latter situation, in which provider-side employees are placed in client organisations, is way more common in IT projects. Placing employees within client organisations gives the service provider ongoing opportunities to understand a client’s business better, and thus foster long-term relationships with them.  However, this works only if there is trust between the two parties.  The project manager (as a proxy for the provider) plays a key role in developing this relationship.   In the paper, the author provides empirical evidence that the use of blended teams creates a more trusting relationship between the client and project manager. Further, the research also shows that gaining the client’s trust has the  side effect of improving (intra-team) team trust, cohesion and performance.

Before proceeding any further, it is worth defining what is meant by trust. Following Mayer, Davis and Schoorman, the author defines interpersonal trust as the willingness of a party to be vulnerable to the actions of another party based on the expectation that the other will perform a particular action important to the trustor, irrespective of the ability to monitor or control that party.  Researchers have identified two dimensions of interpersonal trust: affective and cognitive. The first is based on emotional bonds and the second on notions of reliability, dependability and competence.  Trust among business partners involves both types of trust. In the case at hand, it is important that the client not only believes in the project managers competence, but also that he or she cares about the client’s business (i.e. has an emotional bond with the client). Blended teams provide more opportunity for interaction between the client and provider and hence the basis for the author’s first hypothesis:

Hypothesis 1. Blended project teams will have greater client trust (than non-blended teams).

Katz and Kahn proposed that an organization be considered as an open system that interacts with its environment. If this is so, it is important that boundary relationships  – i.e. relationships at the interface between an organisation and its environment (which could be another organisation) – be managed effectively.  The open system concept has been applied to teams as well. Further, earlier research has demonstrated that managing relationships outside team boundaries is important for knowledge transfer and team success. In the case of project teams, managing external relationships is generally the responsibility of the project manager. In the present case the main external relationship (from the perspective of the provider) is the one between the project manager and the client. Based on research by Amy Edmondson , which suggests that boundary spanning relationships affect team trust, cohesion and effectiveness, the author proposes the following as her second hypothesis:

Hypothesis 2. Client trust in his or her direct project manager will be positively (or directly) related to team trust, cohesion or performance. That is, as client trust (in the PM) increases, so does team trust, cohesion and performance.

Finally, as a follow-on to the second hypothesis, the author suggests a that there is a stronger positive correlation between client trust and team trust, cohesion and performance if the team is blended. This leads to her third hypothesis which is:

Hypothesis 3. The relationship between client trust and team trust, cohesion and performance is stronger when teams are blended (as compared to non-blended teams).

Results and Discussion

The author surveyed 31 IT project teams (20 blended and 11 non-blended). Data was collected from project managers, their primary client contacts and  project teams. Project managers reported on background information, nature and duration of project and whether or not the team was blended; clients were surveyed for an assessment of trust (cognitive and affective); and teams were asked about team trust, cohesion and performance. I won’t discuss specific metrics used by the author – please see the original paper for more on these.

The research results vis-a-vis the above hypotheses can be summarised as follows:

1. Clients tend to have greater (cognitive and affective) trust in project managers who are a part of a blended team.

2.  The client’s cognitive trust in the project manager has significant positive implications for the team’s (internal) cognitive trust and has marginally significant positive implications for the team’s affective trust. Interestingly, the client’s affective trust in the project manager has significant positive implications for the team’s cognitive and affective trust. This seems to suggest that emotional trust between the client and the project manager carries more weight than perceptions relating to competence and reliability.

3. The results around the third hypothesis are even more interesting. The data suggests that there is a relationship  between client trust / team trust, cohesion and performance and whether or not a team is blended. However, this relationship isn’t as hypothesised: it turns out that when the client does not have much cognitive trust in the project manager, a blended team has significantly less cognitive team trust than a non-blended team.  Similar results hold for team performance: when the client does not have much affective trust in the project manager,  a blended team will show significantly lower levels of performance than non-blended teams. Why should this be so? I suggest it is because non-blended teams, due to the lack of interaction between client and provider side team members,  are shielded from the politics of the client-project manager relationship. In blended teams, on the other hand, co-location  of  team members and managers, and the resulting opportunities for informal communication, means that a sour relationship between the client and project manager can quickly translate to breakdown of team relationships.

The results lend empirical backing to the importance of client relationship management for project managers. Specifically, for blended teams, the research shows that trust between the project manager and the client is directly related to  team trust and performance. Furthermore, blended teams tend to be more negatively affected than non-blended teams in cases where the relationship between the project manager and client is not good. This, again, highlights the critical role of client-project manager relationships for blended teams.

Conclusion

Although many of the results discussed in the previous may seem evident to professional project managers who work with blended teams, the research is interesting because it lends empirical support to such “obvious” notions. Having said that, the conclusions drawn by the author should not be overstated, particularly because of the small sample size and limitations imposed by the survey methodology (for example, the data did not capture the nature / scope of the project and other factors which may have an effect on the conclusions). Further, the research does not consider factors such as organisational culture and constraints, which may have a significant effect on the functioning of blended teams and the development of trust between employees from different organisations. In view of these limitations the results can be regarded as suggestive, but by no means definitive. Nevertheless, the paper is of interest to project managers and senior executives who work in service and consulting organisations.

References:

Webber, S.S., Blending Service Provider – Client Project Teams to Achieve Client Trust: Implications for Project Team Trust, Cohesion and Performance, Project Management Journal, 39 (2), 72-81. (2008).

Written by K

September 12, 2008 at 7:55 pm