Category: Project Management

Identifying the cleverest person in the room…

Posted on by The Information Badger in Business, Information Technology, Leadership, Learning, Meetings, Project Management, Psychology

IT professionals have experienced rapid innovation, constant engineering process evolution, progressive professionalism and quality improvement, and the commoditisation of technology and services over the last five decades. As an IT professional, the Badger’s worked with many clever and intelligent leaders, managers, and technical people who thrived on this continual dynamic change. Clever and intelligent people have always been at the heart of IT, but clever people don’t always have the greatest intelligence, and vice versa!

While fixing a dysfunctional project decades ago, the Badger had to attend a meeting involving the company’s Managing Director (MD) and other senior company staff and their opposite numbers from the customer to decide the project’s future. It was the Badger’s first time attending such a senior-level meeting. During the pre-meeting briefing, the MD sensed the Badger’s nervousness and reassured him that others would be doing the talking. As we entered the room containing the customer’s team, the MD winked at the Badger and whispered, ‘Tell me afterwards, who’s the cleverest person in the room?’  The meeting was difficult, but it concluded with agreement on a way forward. Deciding on the cleverest person in the room was also difficult. Afterall, how do you tell who is cleverest in a room of clever and intelligent people?

After the meeting, the MD playfully repeated the question and the Badger answered with what he thought the MD expected, namely that it was the MD! They chuckled, shook their head, said it was one of the customer’s team, and then went on to tell the Badger that cleverness and intelligence are different, but related, traits and that he should understand the difference to judge people and situations well. Cleverness is about speed of thought, ingenuity, emotional insight, adaptability, and creative problem-solving, while intelligence is about deep understanding and learning capacity. Clever people can think quickly, improvise, and solve problems in novel or unconventional ways, characteristics that are valuable in dynamic situations like debates, negotiations, or tricky interpersonal circumstances. Intelligent people, however, can acquire, understand, and apply knowledge in one or more domain, characteristics that are valuable in the likes of scientific research, planning, and the mastering of new disciplines. Clever people can be intelligent, and intelligent people can be clever, but the cleverest person in the room is always the person who has the best blend of both traits.

Learning more about the distinction between cleverness and intelligence over the years has been extremely useful. Since people are at the heart of the operations of any organisation, learning more about the difference not only arms you to pick out the cleverest person in the room, but also changes your perspective of those with impressive job titles who, the Badger’s learned from experience, are often unlikely to be the cleverest person in a room of other clever and intelligent people!

Late payments to subcontractors and suppliers…

Posted on by The Information Badger in Business, Digital Transformation, Ethics & Regulation, Information Technology, IT Project Management, Leadership, Processes and Practices, Project Management, Supply Chain, Technology

Enterprises often hold an annual leadership conference to review the highs, lows, and lessons from the year, and to align their leaders with the business objectives for the year ahead. The Badger first attended such a conference decades ago when all attendees were gathered in the same place for an intense couple of days of formality and informal networking with peers. Enterprises today are increasingly sensitive about the logistical costs and environmental issues associated with gathering people in one place. Many such leadership conferences have thus become more hybrid in nature with smaller, distributed gatherings connected using online video streaming services. This very modern, tech-based approach has many benefits in terms of cost and convenience.

Although the Badger’s first annual leadership conference was a long time ago, he still remembers vividly a particular point made by the company CEO during a presentation lamenting the difficulties of being an IT subcontractor delivering  projects into client’s major programmes. The point was ‘Being a subcontractor is great, but being the prime contractor controlling when a subcontractor gets paid is much, much, much better!’  For some of its projects, the company had been struggling to get prime contractors to pay valid invoices for achieved milestones within contracted terms. The prime contractors had played all kinds of games to pay their subcontractors and suppliers when it suited them, rather than to what was written in their agreed contracted terms. They knew that apart from chasing and whining, subcontractors and suppliers were unlikely to take more forthright action because they wanted to avoid lasting damage to the client relationship in case it excluded them from potential future work opportunities.

Since then, UK legislation in 1998  has made provision for interest on late payment under commercial contracts. However, recent information suggests that only 1 in 10 subcontractors/suppliers enforce this right by actively charging interest, claiming compensation, or seeking debt recovery. This suggests that some level of reluctance remains due to concern about damaging customer relations,  especially for smaller businesses who are, after all, the majority of the UK economy and often heavily dependent on a small number of clients. It may be decades later, but the CEO’s point noted above remains relevant.

Cash flow difficulties can cause liquidity crises and even collapse for any size of enterprise, and so when the Badger heard that the UK government is introducing tougher late payment legislation his first thought was not alleluia, but why hasn’t AI and automation revolutionised payment processing in enterprises to ensure that payments  against valid invoices are always fully paid within contracted terms?  After all, digital technology has been transforming everything for years, and so perhaps this new legislation will add momentum to making a payment revolution happen faster. Let’s hope so. By the way, if you’re interested, you can check how well an enterprise does in paying within terms using the government tool here. 

Three pillars for success – a rule-of-thumb…

Posted on by The Information Badger in Information Technology, International Relations, IT Project Management, Leadership, Project Management, Tariffs, Transformation

If you run a company, business unit, programme, project, or service, then you want it to be successful, don’t you? Of course you do. Many sources can guide you on what to do to ensure success, but in simple terms there are, in the Badger’s experience, essentially three pillars to get right. These are Objectives (clarity on what you’re setting out to achieve), Approach (the approach you take to communicate and align others with your objectives), and Plan (the schedule to deliver your expected beneficial outcomes). Having encountered many IT business and delivery successes and failures over the years, the Badger has a simple rule-of-thumb that if all three pillars are set well, then success will follow. If, however, one or more pillar is dysfunctional then turmoil and disappointment is inevitable.

Applying his rule-of-thumb to the current tariff war initiated by the US suggests that the success of this endeavour is far from certain. Are the US administration’s objectives clear, well-founded, and well-articulated? Is an approach based on bullying, bluster, and distorted information, the right one? Is there a thought-through plan that has factored in the risks? You’ll have your own view on the answers. The Badger, however, senses the current ‘gunslinger’ approach points more towards ‘no’ rather than ‘yes’ answers. When the US claims that all countries (allies and foes) have ‘raped, pillaged, and plundered’ the US economy when its giant tech companies have ‘raped, pillaged, and plundered’ everyone’s data globally then, whatever the tariff war outcome, it’s clear that things will never be the same again.

This democratically elected US administration took office just a few months ago and has bullied allies and foes alike ever since. Public pronouncements have been bellicose and relationships with nations around the world have undoubtedly been shaken by the US’s brutal, opening tariff war salvo. Erstwhile friends and foes alike are in the throes of protecting their national interests knowing that the geopolitical and trading landscape  is changing significantly. Capitulation to US bullying tactics seems unlikely, especially when other countries know that the US public will likely to feel great, self-inflicted, pain.

The Badger’s feels a) that at least two pillars of the US administration’s tariff endeavour are wobbly, b) that this US administration will declare success regardless of the eventual outcome, and c) that the US is already a loser. Why the latter? Well, the US may be the world’s biggest economy, but respect for the country has been damaged, and once lost that respect is difficult to rebuild. If you ignore the inevitable spin and bluster, announcements in the last 24-hours suggest some US back-pedalling in the light of market chaos and growing global economic disquiet. History shows that world superpowers rise and fall, and it feels like the US star is waning and China’s is rising. The most satisfying thing for the Badger, however, is that his pillars rule-of-thumb still seems to work pretty well!

Looking into the eyes of…a politician…

Posted on by The Information Badger in Delivery, Human Resources, Information Technology, IT Project Management, Leadership, Leadership & Management, Project Management, Psychology

Most people in the UK workforce never get to look deeply into the eyes of a government minister. The Badger, however, first did just that some decades ago. The Secretary of State for Trade and Industry at the time visited one of the Badger’s employer’s offices for the type of ‘understanding what we do’ session that sometimes produce snippets on television news. At the time, the Badger was leading his company’s development of a key IT system at the heart of an important major programme within this minister’s remit. The day before the visit, the Badger’s boss told him to attend in case they wanted to discuss progress with the programme. The timing was inconvenient because the IT system was just a few days into a crucial testing activity, but attending was obviously the right thing to do.

The Badger duly arrived early the next morning at the office hosting the visit. The minister and their entourage arrived mid-morning, slightly later than expected, and the company CEO took them on a tour of the building and a number of demonstrations  prepared by local project teams. As they were shown around, the minister hardly smiled. They appeared distant and disinterested, and they spent more time talking to individuals in their entourage than those they were meeting. As the tour concluded, the CEO beckoned the Badger over and introduced him to the Secretary of State as the person delivering the key IT system at the heart of their programme. The Secretary of State shook the Badger’s hand, and while doing so, they locked eyes with the Badger’s and coldly asked ‘Will the system be delivered on time?’ without blinking. ‘Yes’, the Badger answered truthfully. They instantly turned away and asked the CEO about the arrangements for lunch! Immediately after this fleeting interaction, the Badger reflected on what he’d sensed from looking into the eyes of this politician.

Eyes are often called the ‘windows to a person’s soul’. If that’s the case, then this politician had no soul! There had been no flicker of interest, just a constancy of optical contact that was cold, uncomfortable, intimidating, and empty. While the Badger knew that politicians, like many business leaders, are often trained to maintain a certain demeanour, he concluded, right or wrong, that this individual’s personal attributes were unattractive and distrustful because they really didn’t have a soul!

Over the years since, the Badger’s often looked deeply into the eyes of politicians and business leaders. He’s come to realise that some do indeed have a soul, because their eyes broadcast confidence, competence, interest, inspiration, and trust. He’s observed that those with such attributes tend to have lengthy, successful, leadership careers, but those that don’t have tended to falter. So, never avoid direct eye contact with politicians and leaders because, as Al Pacino said in the movie Scarface, ‘The eyes, Chico, never lie’…

Gamesmanship and getting an invoice for a milestone paid…

Posted on by The Information Badger in Business, IT Project Management, Leadership & Management, Learning, Processes and Practices, Project Management

Important lessons arose early in the Badger’s career from experiencing the stress, effort, and time taken to get an invoice for a contractual milestone paid in full. The Badger learned about the importance of rigour when invoicing, and the need for detailed, verifiable, proof that all deliverables were delivered and contractually compliant. He also learned that clients may play games to delay payment if it suited them or provided useful leverage over their supplier.

This stemmed from particular dynamics encountered after completing software Acceptance Testing on a client’s site. It was an important contractual milestone with a sizeable payment attached. Its achievement also marked the point whereby a) control of the software transferred to the client to roll it out to their users, and b) the contract’s warranty and support phase started. Testing had been successful and on its completion the client agreed the milestone had been met, they took control of the software, and they agreed the start of warranty and support. Relationships were good and the invoice for the milestone payment was submitted. Then things became difficult!

The client claimed the invoice format was wrong, that all contractual deliverables hadn’t been provided, and that relevant documentation and certifications were not contractually compliant. They continually demanded more and more material to support the invoice. Relationships soured. The Badger’s line management, fearful of jeopardising future work for the client, simply said ‘do what they want and get the payment in pronto’. The Badger did as he was told! Eventually the client said everything was in order and that payment would arrive in line with contracted terms. The money, however, did not arrive!

It emerged that the client’s user rollout programme was suffering delays and so they had decided to withhold payment to ‘keep the supplier on the hook’ until it was back on track. A frustrated Badger wrote to the client pointing out that contractually there was no transfer of software to the client without payment for the milestone, which meant their user rollout activities constituted a breach of contract. It was not a popular move, but a contract is, after all, never an irrelevance! Payment happened a few days later.

The young Badger learned lessons about the real dynamics of business from this experience. Sometimes clients don’t pay because they choose to preserve their cash flow at the expense of suppliers, they don’t have the funds, or they really have lost an invoice. Sometimes, however, they simply engage in gamesmanship and choose not to pay. Today the proportion of invoices not paid on time by large UK businesses can be checked here, but business fundamentally revolves around people who have diverse characters and behaviours. Gamesmanship will thus always have a part in business dynamics, so it’s worth remembering that, as the Badger learned then and over the years since, suppliers need to be just as good at playing games as their clients…

Work-life balance and an unexpected call from the CEO…

Posted on by The Information Badger in IT Project Management, Leadership & Management, Life, Project Management, Wellbeing

Summer beckons and many will be looking forward to a break from work to enjoy a holiday. Modern technology, however, means that it takes an iron will not to occasionally check work email when relaxing on the beach or quaffing beer in a bar in the evening. Completely detaching from work while on holiday is really important because it benefits your mental and physical wellbeing, and it makes you more focused, creative, and productive on returning to work. A refreshed mind, for example, generates better ideas, is more objective and productive, and is more creative when problem-solving.

The Badger normally took a two-week summer vacation throughout his career. One year, however, after leading a major fixed-price, IT system delivery to completion, his employer approved a three-week break to enable his batteries to fully recharge! The project had been challenging for the whole team from the outset. Everyone had done a magnificent job and were exhausted. The Badger’s three-week break proved to be seminal. It was the first time that he truly detached from every aspect of work while on holiday. The break fully revived his mental sharpness, physical energy, and motivation, and it produced much greater awareness that work-life balance is important no matter what role you fulfil at work.

The Badger returned to work afterwards refreshed, focused, and determined to establish a better work-life balance. On his first day back, while liberally applying the delete key to his email backlog, the company Chief Executive called unexpectedly. Caught off-guard, the Badger’s initial surprise and immediate pang of anxiety quickly dissipated. The CEO wanted the Badger, a delivery practitioner, to join the company’s overall leadership team to oversee all projects across the company. The CEO sensed the Badger’s hesitation and made three points. Firstly, that it was a good career move and also what the company needed. Secondly, that the role would broaden the Badger’s leadership skills, his perspective of how the company operated, and that it would  sharpen the overall leadership team and improve decision-making with company-wide impact. The third was that delivery actually produced the company’s profits, and so home-grown delivery leadership talent was preferable for the role rather than  recruiting externally.

The Badger mentioned his greater appreciation of work-life balance. The CEO chuckled and noted that while every person is different, the reality was that intelligent, focused individuals who want job satisfaction and success find a balance that enables them to achieve these objectives. The Badger took on the role, never looked back, and learned over the years that the CEO was right. Successful careers are built primarily on hard work and getting the job done, and finding the right work-life dynamic that works for the individual and their personal circumstances…

A first-time Project Manager and scrutiny…

Posted on by The Information Badger in Delivery, Information Technology, IT Project Management, Leadership & Management, Processes and Practices, Project Management, Risk, Training

In times or yore, a young Badger was appointed to lead a new project developing software for an important client. It was his first time as a Project Manager! After six months, however, the Badger seriously doubted his suitability for the role. The initial enthusiasm, excitement, personal glow and motivation from knowing that your boss believes you have what it takes to be a Project Manager had been replaced by gloomy self-doubt. The project was on track, the team members was working well, and the client was happy, so what was the problem? Put simply, the Badger felt bogged-down with – in his view – unnecessary company bureaucracy and intrusion that encroached more and more on the time to lead the project.

In those days, all company employees had ‘a counsellor’, an experienced person outside the employee’s immediate chain of command, who acted as both a mentor and an independent performance appraiser. Employees met their counsellor formally twice a year, and one such meeting happened to be around six months after the start of the Badger’s project. At this meeting, the Badger shared his bureaucracy and intrusion misgivings and whether he was suited to a Project Management career path. His counsellor chuckled and said ‘Everyone initially struggles with scrutiny in their first leadership role because no one likes to be scrutinised. First-time project managers often underestimate the scrutiny that goes with the job!’ The counsellor was right. What the Badger labelled as unnecessary company bureaucracy and intrusion was largely the scrutiny that‘s part of good corporate governance and operational control.

The counsellor emphasised that embracing scrutiny was important because it builds trust and provides assurance that nothing is being hidden, whereas resisting it creates suspicion, distrust, and even more scrutiny! As an aside, they observed that the level of company scrutiny experienced can be a qualitative indicator of a company’s health, because the absence of it implies anarchy and ultimately company failure. Overbearing scrutiny of everything all of the time, on the other hand, suggests organisational constipation, risk aversion, stifled creativity, and likely underperformance compared with rivals in the market. The counsellor concluded with ‘As a Project Manager, you are actively managing your client and your team, but you must also actively manage your company scrutineers and their agendas’. Over subsequent years as a Project Manager that is exactly what the Badger did!

The Badger’s IT delivery career eventually took him into a senior, company-wide, delivery and business role that included being a scrutineer! Most of the first-time Project Managers he encountered as a scrutineer were better trained and supported and embraced scrutiny positively. Experiencing them trying to influence and manage the Badger was always fun, because when you’ve been in delivery for decades you know all the Project Manager’s angles and how not to be defected from your agenda!

Are Management Consultants useful and good value?

Posted on by The Information Badger in Consulting, Delivery, Information Technology, Leadership & Management, Project Management

A recent item about Management Consultants made the Badger chuckle. It’s  worth a quick read to see if anything resonates and makes you chuckle too. The Badger giggled because the narrative struck a chord and made him remember one particular encounter with a ‘management consultant’ while he was leading the delivery of a very large, fixed-price, IT systems and service development contract for his company. This delivery was a key part of an overall public sector programme transforming the workings of an entire industry. Inevitably, this overall programme was mired in politics, resistance from some quarters of the industry, and commercial gamesmanship by some of the parties involved to ensure they avoided blame for any difficulties the overall programme might encounter.

In private, every party believed the overall programme would be delayed. Their public stance, however, was different because the commercial ramifications of being blamed for delay were punitive. Most expected the key, critical path, IT delivery from the Badger’s team to be late. His magnificent team, however, delivered a system of quality on time, and in doing so exposed unreadiness and delay in other key parts of the overall programme. The overall programme’s stakeholders appointed management consultants from a well-known company to review and advise on the situation, and the Badger, in due course, spent an afternoon being interviewed by one of them. He didn’t come away from the session with much respect for management consultants.

As soon as initial pleasantries were complete, the Badger wondered how the expensive, brash, sharply suited, intelligent but over-confident, youngster in front of him could be a ‘management consultant’ when they were just a few years out of university and simply executing a process with a long list of associated questions. They had no real business, project, programme, or leadership experience, but they had clearly read many books, and drafted many reports and PowerPoint presentations. There was no discussion, just questions with the Badger supplying increasingly curt answers. The interviewer’s brash confidence and superficial real experience was irritating, and their credibility as a consultant providing value dissipated with every question. Two weeks later, the programme’s stakeholders received the management consultants’ overall report and supporting presentation. Both were stylish and well-written, but contained little that stakeholders didn’t already know. It didn’t seem like value for money!

You might think from this that the Badger has a low opinion of management consultants? In fact, he has engaged with many over the years and developed great respect for those who have become management consultants after years of important roles in business, industry, or project delivery. They are useful and provide significant value. Those, however, who call themselves management consultants, have expensive fee rates, but do not have such underlying experience are not great value for money. You may, of course, feel differently…especially if you are a management consultant.

Public inconvenience – A tale of a project gone wrong…

Posted on by The Information Badger in Leadership & Management, Project Management

In 2021, the Badger’s local Town Council proposed a project to build new public toilets at a leafy recreation and community space close to a busy shopping area. The proposed facilities would be modern, environment-friendly, free to use, and aesthetically pleasing to blend in with the area. The need was undeniable, there was community support, funds were sourced from budgets, and the council applied for planning permission from the Borough Council. This was granted in November 2022, and the Town Council gleefully announced that a contract had been awarded to complete the project in February 2023, in good time for the facilities to be used during local celebrations of King Charles’ Coronation in May 2023. What could possibly go wrong?

The contractor completed the foundations, but an inspection found they had been laid in completely the wrong place! They had to be dug up and re-laid in the correct place, which didn’t happen quickly. The Town Council blamed the delays in rectification on the contractor, who in turn blamed difficulties sourcing materials and labour for the work. Eventually the new foundations were ready, and the Town Council announced that the building itself (being prefabricated in a factory 100 miles away) would soon be assembled on site and still be operational in time for the Coronation celebrations. Guess what, the building’s arrival and assembly on site was delayed. The council, pithily noting that they were fed up with being frequently let down by the contractor, was forced to announce the facility would not be operational in time for the Coronation.

When the building eventually arrived in the summer, there was a public outcry because it was very different aesthetically to that originally proposed and expected. The assembled building sat fenced off in its untidy site plot for a long time with no work taking place. In September, under pressure from the community, the Town Council committed to publishing a weekly update on what was happening to get the facility operational. Only three updates were issued, the last of which mentioned that permissions to a) connect the building to public utilities and drains, and b) for the contractor to do the associated groundworks, were still awaited. Since early October there’s been no updates from the council, and no work undertaken on the site. The community has lost confidence that there is a deliverable plan to complete the project and get the facility operational. The Town Council’s credibility is in shreds, rumours abound about the contractor’s track record with other councils, and the local community – the end users – are complaining loudly about management failings and incompetence!

Why tell this tale? Because it highlights that it isn’t just big public sector projects that go wrong, that the root causes of problem projects are fundamentally the same regardless of scale, and that ultimately, it’s always the end users who suffer and are inconvenienced…

Expect the unexpected; when the unexpected happens, respond rather than react…

Posted on by The Information Badger in Business, Delivery, IT Project Management, Leadership & Management, Project Management, Psychology

The very first Project Management training course the Badger attended early in his IT industry career seemed of questionable merit. It was a residential course for Project Managers drawn from across all the business sectors in which his company  operated. Attendees arrived on a Sunday afternoon and ultimately departed mid-afternoon on the following Wednesday. At the time, it was common for people to be actively performing a Project Manager role before attending any associated training course, and so everyone on the course was already actively managing software and systems projects under a variety of contractual arrangements.

Most of the course sessions focused on the process and practice of managing a delivery/development lifecycle, risk, finances, and the basics of contracts and change control.  The format was rather dry but provided some useful reminders. At the end of the course, however, most attendees questioned whether being away from their projects had been a useful use of their time. There were, however, two overwhelmingly positive points of feedback, namely a) the usefulness of meeting peers and sharing experiences, and b) the closing, hour-long, Q&A session during which a senior business leader answered wide ranging questions from attendees.

Whilst the Badger came away rather ambivalent about this course, it had provided a useful reminder that Project Management is as much about people, as it is about structure, lifecycles, processes and practices. In fact, the primary thing that has stayed with the Badger from the course ever since are the wise words of the senior business leader in the closing Q&A session. When asked to give one piece of advice that everyone present should take on board, they said ‘Expect the unexpected, and when the unexpected happens, respond rather than react’. They explained that no one can avoid the unexpected, that some people are better at dealing with it than others, and that some people react emotionally, feel anger, panic and fear, become agitated, and initiate  knee-jerk moves to action that compound matters and alienate others.  Others respond rather than react. They stay calm, focus on the facts and what they can control, assess the options before progressing a plan of action, and unify and encourage those around them.  The business leader told the audience to remember to respond rather than react.

Throughout his career, the Badger encountered many leaders and managers who had to deal with the completely unexpected. Many reacted rather than responded ! This was a constant reminder that everyone is different, and that being a leader or manager doesn’t provide immunity to the core traits of your personality. Perhaps that first Project Management course was of more value than seemed at the time, because it sowed the seed of awareness that to be a truly successful leader or manager, then you must learn how to respond rather than react to the unexpected…