LECTURESConsulting Skills09

Ph.7 Driving & Execution Management

Project Management

WBS, issue log, stakeholders, recurring meetings

Using Azika Foods' purchase-order automation project as material, learn the four pillars of WBS, issue log, stakeholder management, and recurring reporting. Comes with a catalog of countermeasure patterns by problem type and a PM mindset appendix.

Project Management

─ ARTICLE COVER

Consulting SkillsPh.7 Driving & Execution Management

§I ─ POSITION

Where this course fits

Ph.7 "Driving & Execution Management." In the execution phase after requirements definition, the skills to handle delays, scope creep, and conflict.

§II ─ TAKEAWAYS

What you will learn

  1. 01

    Link the WBS and the issue log to visualize weekly progress

  2. 02

    Design "expectations, interests, and level of involvement" per stakeholder

  3. 03

    Use countermeasure patterns by problem type, such as delays, scope creep, and conflict

§III ─ EXCERPT

Excerpt from the course

01

The 4 pillars of PM

The PM's job is four things: visualize "what to do" with the WBS, visualize "where it's stuck" with the issue log, move "people" with stakeholder management, and update "agreement" with recurring reporting. Drop any one of these and the delay becomes invisible.

02

Linking the WBS and the issue log

Run the WBS and the issue log as separate things and they immediately come unlinked. Tie a "blocking issue ID" to each WBS task so that, when the issue is resolved, the WBS schedule moves automatically. This keeps "the reason it isn't moving" always visible.

03

Countermeasure patterns by problem type

The problems a PM runs into in the field follow patterns to a degree. Know them before you encounter them and you won't botch the first response.

  • Delay — split countermeasures by cause type (skill shortage / decision delay / external dependency)
  • Scope creep — grasp the "change management" process at the very start
  • Conflict — separate and organize "fact," "interpretation," and "emotion"
  • Stakeholder diversification — clarify the decision-maker with RACI

04

Stakeholder design (expectations × interests × involvement)

Just making a stakeholder roster isn't enough. For each person, design from the start their "expectations (what they want to achieve)," "interests (what about the project they're watching)," and "level of involvement (information-sharing only / consultation / decision-making)." Gaps with expectations become the breeding ground for later conflict.

05

The format for recurring meetings

A recurring meeting that's just a "progress report" is boring and no decisions happen. Use the following three-part structure.

  • First half: progress (WBS completion rate / issue-log updates) — 5 min
  • Middle: points (those needing a decision this week) — 20 min
  • Second half: look-ahead (next week's risks / required actions) — 5 min
─── Continue in the download edition ───

§∞ ─ DOWNLOAD

Get the full materials, exercises and answers
in the download edition.

─ EXERCISE

Includes exercises, answers, a catalog of PM countermeasure patterns by problem type, and a PM mindset section. WBS and issue-log templates are also attached.

Lecture slides

Every slide of the course

Cheat sheet

Quick reference for the field

Exercises

With answers and grading

Advanced / test

Hands-on plus rubric

INCLUDED PDFS ─ 5files

IT Consulting Guidebook | A Systematic IT Consulting Method Across 18 Lessons, from IR Analysis to PM | IPLoT Inc.