Tag Archives: David McLachlan

The Power of Robert Cialdini’s Six Weapons of Influence

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cartoon of boy leading influencingMastering Project Management with Influence

Project management is a bit like juggling flaming torches—you’re constantly balancing resources, timelines, and expectations, often without having direct control over these things. But fear not! The secret to thriving in this challenging landscape lies in honing your influencing and negotiating skills. Enter Robert Cialdini’s Six Weapons of Influence, a toolkit that’s been a game-changer since 1984. Here’s how you can use these principles to steer your projects toward success.

1. Reciprocation: The Power of Give and Take

Reciprocation is the art of give and take. When someone gives something to you, it often creates a need to give something back.

Ever notice how charities send you a free pen, and then ask for a donation? That’s reciprocation in action. It creates a sense of obligation. In project management, this could come in the form of helping out another team with your resources. When you do this, they’re much more likely to return the favor when you need it.

Pro tip from Cialdini: when someone thanks you, you can reinforce reciprocation by saying, “I’m sure you’d do the same for me.” It subtly sets the stage for future exchanges.

2. Commitment and Consistency: The Power of Small Steps

People are more likely to follow through on a request if it aligns with their past actions, or their self-image. In project management, when you often don’t have direct control, here’s a strategy you can use.

Get people team involved early – if you’re trying to improve a system, start by asking for their input on improvements through a survey. When it comes time to ask for volunteers to help with those changes, they’ll be more inclined to step up because they’ve already committed to the idea, and they want to stay consistent with that initial involvement.

3. Social Proof: The Influence of the Crowd

Social proof means we’re influenced by what others are doing. Have you ever noticed you’re more likely to buy something if you see hundreds of five star reviews? But if there’s only one or two, we hesitate.

If your project involves rolling out a new system and the team is hesitant to use it, try introducing it across the organization gradually. Then showcase successful implementations and have people from the first team share positive feedback to the new teams. When others see their peers benefiting from the change, they’ll be more likely to embrace it themselves.

4. Liking: The Friend Factor

We’re more inclined to say yes to those we like. In project management, this translates to building rapport with key stakeholders. If you’re trying to gain support for a new feature, get to know the influential people involved. Compliment their past achievements, align with their goals, and be genuinely friendly. A little likability can go a long way in winning their support.

5. Authority: The Power of Expertise

Authority means people are more likely to listen to someone with credentials or experience. If you’re pushing for a new framework or tool, flaunt your qualifications. Share your relevant experience, industry standards, and any endorsements from higher-ups. Demonstrating your expertise will make your case more compelling.

6. Scarcity: The Urgency Effect

Scarcity creates a sense of urgency and increases perceived value. If you want your team to adopt a new tool, highlight any limited-time offers or exclusive benefits. Emphasize that the opportunity won’t last forever. By making something seem scarce, you can motivate quicker decisions and actions.

By mastering these six weapons of influence – reciprocation, commitment and consistency, social proof, liking, authority, and scarcity – you can navigate the complexities of project management with greater ease. So, get ready to put these strategies into action and watch your projects thrive!

Keep pushing forward, and remember, with these tools at your disposal, you’re not just managing projects; you’re mastering them.

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How to Handle a Project Crisis

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Handling a Project Crisis: What to Do When Things Go South

So, you’ve just been thrown into the deep end as the lead project manager, and things are looking pretty grim. You’ve got 300 people needing to move into a new building, but with just six weeks until the big day, you find out the new site isn’t even properly authorized, and it’s on tribal land in Arizona. To top it off, the current building is being sold, and the owner is adamant about not allowing remote work. Tomorrow, you’ll be negotiating with a business owner who thinks she’s always right. Sounds like a nightmare, right? Here’s how to tackle this mess like a pro.

1. Keep Cool and Don’t Take It Personally

First off, remember that project management is all about dealing with complex, often chaotic situations. It’s not about taking things personally but rather about finding solutions and options to move forward. If things are falling apart, it’s crucial to stay level-headed and focus on solving the problems rather than stressing over the situation.

2. Present the Reality with a Gantt Chart

One of the best ways to handle a crisis is to lay out the facts clearly. Start by showing the business owner the current status of the project, including the remaining deliverables. Use a project schedule like a Gantt Chart to highlight where things are going to be delayed. Explain which risks or issues are causing delays and how this could potentially push the project back by months. A clear, visual representation of the situation can help make the urgency and impact more tangible.

3. Identify and Manage Risks

Next, categorize what’s happening as either a risk or an issue. A risk is a potential problem that hasn’t happened yet, while an issue is something that’s already occurred. Document these and assess their impacts.

Then, brainstorm possible solutions—can you expedite the process or find temporary alternatives? Assign costs and benefits to each option to help make an informed decision.

4. Use Cost-Benefit Analysis to Prioritize Options

When evaluating solutions, weigh the costs versus the benefits. For instance, if you can speed up getting the certificate of occupancy, what’s the cost, and how much time would it save? Present these options to the business owner to help prioritize which solutions offer the best trade-offs between cost and speed.

5. Employ People Skills

Dealing with a business owner who always thinks she’s right as is the case in this video could use a few people skills to navigate this tricky terrain:

Yes, And:

This technique, borrowed from improv comedy, involves agreeing with the person’s ideas and then adding your own input. For example, if the business owner insists on a certain approach, acknowledge it and then explain what the implications are and what additional steps might be needed. This helps keep the conversation positive and collaborative.

Communication Preferences:

Understand how the business owner prefers to communicate. Do they want detailed emails or face-to-face meetings? Tailoring your communication style to their preference can reduce friction and make your interactions more effective.

Deliver Small Wins:

Build trust by achieving and showcasing small victories. Regularly update the business owner with progress and minor successes to demonstrate that things are moving in the right direction.

Ask Open-Ended Questions:

Use open-ended questions to gather more information and encourage discussion. Instead of asking yes-or-no questions, ask, “What do you think we should do about this issue?” or “How would you like to handle this situation?” This invites the business owner to contribute ideas and feel more involved in the solution.

6. Keep Learning and Adapting

Remember, project management is a skill that improves with experience and continuous learning. Each project, especially the challenging ones, provides an opportunity to enhance your abilities. Stay focused on learning both the technical aspects of project management and the softer people skills that can make or break a project’s success.

Navigating through a project crisis can be daunting, but with a clear approach, effective communication, and problem-solving skills, you can steer the project back on track. Keep calm, stay organized, and remember that every challenge is a chance to grow. You’ve got this!

Until next time, keep pushing forward and learning from each experience.

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CAPM versus PMP – What Are They and Which Should You Choose?

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CAPM versus PMP: Different Certificates for Different Times

If you’ve been considering diving into project management certifications, you’ve probably heard about the CAPM (Certified Associate in Project Management) and the PMP (Project Management Professional) from PMI (Project Management Institute). Both certifications can boost your career, but they cater to different needs and levels of experience. Let’s break down the key differences between them to help you figure out which one might be right for you.

Which Certification is Right for You?

CAPM:

If you’re new to project management or looking to switch careers, the CAPM is a great starting point. It’s designed for those who might not have a lot of project management experience but want to demonstrate their understanding of the basics. You don’t need years of experience to qualify for the CAPM, but you do need education and a willingness to learn.

PMP:

On the other hand, the PMP is for seasoned professionals who want to showcase their project management expertise. It’s ideal if you’ve already been leading projects and want to prove your advanced skills and experience. The PMP is recognized globally and can be a powerful credential if you’re aiming to advance in your career or work internationally.

Requirements to Apply

CAPM:

To apply for the CAPM, you need a secondary degree (like a high school diploma or GED) and 23 hours of project management education. The CAPM doesn’t require project management experience, making it accessible for those just starting out.

PMP:

For the PMP, you need more than just education. You need either a secondary degree or GED plus 5 years of professional project management experience, or 3 years of experience leading projects if you have a four-year degree. Additionally, you’ll need 35 contact hours of project management education. If you already hold a CAPM, those education hours count completely towards your PMP application instead.

Exam Differences

CAPM:

The CAPM exam consists of 150 questions to be completed in 3 hours. Of these, 135 are scored, and 15 are “seeded” questions used to test future exam content. The CAPM exam covers project management fundamentals, predictive methodologies (waterfall), Agile frameworks, and business analysis. The breakdown is roughly 36% fundamentals, 17% predictive, 20% Agile, and 27% business analysis in the CAPM Exam Content Outline.

PMP:

The PMP exam is a bit more involved, with 180 questions to be answered in 3 hours and 50 minutes (230 minutes). Out of these, 175 are scored, and 5 are seeded. The PMP exam focuses on people and soft skills (42%), project management processes (50%), and the business environment (8%). This reflects the advanced nature of the PMP and the comprehensive knowledge required.

What to Study for CAPM versus the PMP

CAPM:

To prepare for the CAPM, focus on the exam content outline, the PMBOK (Project Management Body of Knowledge) Guide, and PMI’s guides on process groups and Agile practices. The CAPM requires a solid understanding of project management fundamentals and methodologies.

PMP:

For the PMP, you’ll want to study the same resources as for the CAPM but in greater depth. The PMP also includes additional recommended readings and a more detailed examination of project management processes, leadership skills, and business environment. The PMBOK 7th Edition and the Agile Practice Guide are essential resources for this.

Final Thoughts

Both the CAPM and PMP certifications offer significant value depending on where you are in your project management career. The CAPM is a fantastic entry-level certification that can open doors to new opportunities, while the PMP is a prestigious credential for those with substantial project management experience looking to advance their careers.

Whichever certification you choose, both will enhance your project management skills and add value to your career. With dedication and the right preparation, you can successfully achieve either certification and stand out in the ever-evolving field of project management.

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David McLachlan Review – “I just passed my PMP exam having AT on all three parts.”

“I just passed my PMP exam having AT on all three parts. David, your videos are the truth and I appreciate you Sir. Having the mindset of an Agile PM was such as important thing to make this happen. I appreciate your videos.” – Vensouv

This is yet another person working hard and passing their PMP with Above Target results. Getting these results are not easy, but they are worth it. If you’re working on your Project Management skills this year, you can do it. I believe in you.

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What Is A WBS Dictionary?

Breaking Down The Work

A typical Work Breakdown Structure “decomposes” items, or breaks them down from a high level feature or deliverable, into smaller Work Packages or User Stories that a person can work on.

But once you’ve decomposed those deliverables, you need to add information to them to make them meaningful. And you do that with a WBS Dictionary.

What Goes In A WBS Dictionary?

A WBS Dictionary lists our deliverables, the work packages in those deliverables, and then any additional project information we need. It will usually include:

  • A Unique ID
  • Deliverable Name
  • Work Package Name
  • Description

And then Project attributes, such as:

  • Resources Required
  • Cost Estimates
  • Duration Estimates
  • Dependencies (what needs to be completed first)
  • Quality Requirements (tasks or acceptance criteria)

And lastly, the people involved, such as:

  • Who the item is assigned to
  • Who approved or signed off on the item.

Having all this information at a glance makes it easier to understand your project and see what is needed.

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David McLachlan Review – “I aced the PMP on my first attempt with AT across all 3 domains.”

“Great job on the course content and delivery. The mock exams were useful to build the project mindset. I aces the PMP on my first attempt with AT across all domains. All I needed was this intense 4 day crash course and exam style questions.” – Nosakhare – PMP Course on Udemy.

No matter where you’re starting from, you can improve your life.

No matter how small it starts, each small improvement you make will build on the previous one, getting bigger and bigger like a snowball rolling down a hill. Make the right choices.

Choose the study instead of television. Choose your family instead of social media. Learn something new every day. This is another person passing their PMP – it is wonderful to hear 😊 And YOU can do it too!

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See what people are raving about! Get the Project Plans, Project Tools in Excel, Udemy PMP Course or Udemy Agile course here:

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Crowdstrike and Quality Management on a Project

Why is Quality important in your project?

You probably heard about the Crowdstrike outage on the weekend of July 2024 that disrupted airports, banks and stores all around the world. It was caused by Crowdstrike pushing a system file full of zeros to production.

How can we avoid this sort of disaster as we manage our own Projects? There are many ways:

➡️ Peer review & Code Inspections: Checking the requirements with a user or reviewing the code with another Developer.

➡️ Continuous Integration: Merging changes into the main test system (often daily) with automatic tests.

➡️ Test Driven Development: Tests are written first, failed, then run again and passed after the solution is coded.

➡️ Unit Tests: Testing each small piece or User Story.

➡️ System Testing: Testing the integrated system as a whole.

➡️ User Acceptance Testing: Testing the system from the User’s point of view.

➡️ Regression Testing: Testing the existing system with the changes to see if they’ve impacted normal operations.

➡️ Production Verification Testing: Testing the change in the live environment after go-live then rolling the change back if it goes wrong.

➡️ Sprint Review: Demonstrating the actual change to the customer or senior users before release.

Quality is one of the 10 Project Management Knowledge Areas for a reason.

⭐ What are some of the ways you manage Quality on your own projects? ⭐

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The Change Control Process in Project Management

Change Happens When Delivering a Project

There are many competing factors when delivering change with a Project. Not only do you have many competing stakeholders with their different needs, biases, history in the organization and more, but you have competing constraints too.

The triple constraint of Scope, Schedule and Cost is impacted frequently on a project. If scope changes a little, it might impact how long it takes to deliver it. And that might cost more. Balancing these is an essential part of being a good Project Manager.

Use Change Requests to Keep Change under Control

If you’re studying or working in Project Management this year, know the broad Change Control process.

So, so many project managers never even outline their Change Control approach – or worse – they confuse it with modern Organizational Change Management (transitioning a product to operations or BAU).

The good part is, you get to decide (with your stakeholders) your project’s Change Control approach and you outline this in your Change Management Plan.

YES this works for Agile too, but it’s usually just a single line as the Product Owner decides on Scope Changes with the Product Backlog, and they understand and absorb the impact to their Schedule (Cost is often fixed).

Make sure you know it. Make sure you write it down.

Then deliver value and win. The typical Change approach might be:

  1. A Stakeholder raises a change to the Scope, Schedule, Cost, Resources (or any other baselined part of the project).
  2. We note that proposed change in the Change Log.
  3. We analyze the impact of the change to our project Cost, Schedule, Scope, and any other necessary impact.
  4. We take this information to the Change Control Board, or the approver. This might be multiple people or just one person (i.e. a Project Sponsor or Product Owner).
  5. We communicate the outcome of the change to the necessary stakeholders (Approved, Deferred, Rejected).
  6. We update the Change Log with the outcome and take the necessary change action.

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Prototypes in a Waterfall or Agile Project

Prototype First, Then Build With Less Risk

If you’re working in or studying Project Management, it is essential to know about Prototyping and the different types of prototypes you might use.

A Prototype is a small, low cost version of the real thing, so we can see if it works and whether we really want it.

The idea of Prototyping works in any form of project. We might build a house or a bridge using a sequential, step-by-step approach (such as Waterfall). The prototypes we’ll use on these projects might include architectural designs, blueprints, or 3D models created by a draftsman or engineer to help us see if the design will work.

In a software environment, it is common to create a storyboard or wireframe of the new system, so we can see if it flows well when we “use” it, and we can see if the design works for any customers that trial it.

These are the most popular Prototypes you’ll come across:

  • ✅ Mock-ups or Wireframes: A simple drawing or design of the new idea.
  • ✅ Process Maps: Connecting process steps with boxes so you can see how a new process will flow.
  • ✅ Storyboards: Connect your designs together to link as they would in the real item, as you navigate a new design.
  • ✅ Computer generated models (2D or 3D): Using Blender or CAD, or cardboard and glue, you can see it in more depth and make corrections early.

➡️ What are some other Prototyping methods you use in your projects?

See more Project Management Picture Concepts:

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Project Management Key Concepts (in Pictures)

Cost Reserves (Contingency, Management):

Types of Project Benefits (Tangible, Intangible):

Three Types of PMO (Supportive, Controlling, Directive):

Roles on a Scrum Team:

Project Development Lifecycles:

Agile Estimating:

Estimating Types and Ranges:

The Three Cs for creating User Stories:

INVEST for creating User Stories:

Types of Estimating (Analogous, Parametric, 3-point, etc.)

Push Communication and Pull Communication:

The Five Cs of Communication

Resource Smoothing and Resource Levelling:

Schedule Fast Tracking and Schedule Crashing:

Types of Power:

The Cost of Quality:

Cost of Quality

Tuckman’s Ladder (the Tuckman Model for Team Development):

Tuckmans Ladder

Adaptability and Resiliency:

Adaptability and Resiliency