Author: Cindy M. Lewis

Cindy Lewis is an awarded Microsoft Project MVP and an expert in scheduling with a long history in project management. She holds numerous credentials in the field including: PMP, PMI-SP, MS, MOS, and MCT. She serves on the board of the MPUG Detroit chapter and is a frequent speaker at conferences and events across the country . Cindy’s personal passion is sharing knowledge with others and helping them grow and achieve personal success. Her training philosophy is known as the 4 Pillars of Success® which is also the name of her company. Feel free to connect with Cindy on social media or contact her directly through her website www.4pillarsofsuccess.com.

The Trace Evidence that Sunk a PMO Director

I was working with a design firm that finally decided it was time to start a project management office to improve their processes and procedures. After a long search by the HR department, they finally found the person to head this new division. She had a lot of work experience across numerous industries, talked a lot about project management issues she was familiar with and presented her resume showcasing degrees and credentials. She would be the first certified professional in the project management field the company had ever hired and they were very excited to see what she could accomplish. For the first month or so she seemed to excel. Some of her immediate actions included: Recommending the company standardize on Microsoft Project for scheduling; Recommending the company executives read some key project management books; Getting all PMs in the company to start using some templates for meetings; Developing an extensive KPI report in Excel; and Holding regular PM meetings to share ideas and issues. With all the positive buzz about these new changes, the company president decided it was time to task this new PMO director to handle projects that were in trouble with unhappy external clients. The new director was happy to jump in and use some of her “PM skills.” A short while later the president decided to check in with some of the clients and PMs to hear how things were coming along. Imagine his surprise when he learned that the situations were worse, not better. A couple of clients decided to terminate their projects early. One client wrote an angry letter to the company, and another project tripled in actual costs. Unfortunately, every time the new PMO director got involved, it seemed like the project got worse. This didn’t make any sense based on the experience and qualifications of the individual. The president immediately brought these issues to the attention of the HR person to look into. Merely by coincidence, someone mentioned to the HR person that even though I was simply a consultant assisting the company with Microsoft Project issues, it just so happened that I was also certified in project management. I was called into HR and asked to review the resume of the PMO director. I was quickly able to point out the tiny but telling detail that their new PMO director was in actuality probably NOT a certified Project Management Professional or PMP. Her resume was listed as “Name, PMI” where it should have stated, “Name, PMP.” The inexperience of the company in this field was clear since they didn’t know the difference. I simply pointed out that this person was probably just a member of the Project Management Institute. Anyone paying the appropriate fees could become a member. It was highly possible that their new PMO director was trying to learn the skills she needed on-the-fly. She was promptly escorted out the same day, and I explained to the HR director to ask for an individual’s PMP certification number the next time they needed to hire someone and then to promptly look it up on PMI’s website. Lesson learned from this company: Research the credentials you’re trying to hire. Previous Post Next Post Image Source

How to Decide When to Upgrade Your Microsoft Project Software

I receive a lot of questions from customers asking if they should upgrade to the latest version of Microsoft Project. And why not? As of right now I work with clients who have all of these versions: Microsoft Project 2003, 2007, 2010, 2013 and 2016 as well as Project Pro for Office 365. Making the Case for the Upgrade Here are some reasons why you might want to upgrade: You have experienced a software bug that has been fixed in a later version; Your company has software assurance and upgrades are included with this service; Your current version is out of the support period by Microsoft, which means that service pack updates or bug fixes are no longer available; You feel a new feature could solve a problem you’re having or could add business value; or You have Project Server or Project Online, and you need to keep your Microsoft Project versions aligned with your enterprise software. Making the Case for Staying with the Same Version Here are some reasons why you might want to keep the same version: In my experience, lots of larger corporations upgrade software only every three years; If you’re not using Project Server or Project Online, you may not need critical updates to continue running your projects; Software bugs have workarounds that you’re satisfied with; You would have to incur an additional software or hardware expense to deploy the update; You have budget restrictions; or You don’t have software assurance, and you’re trying to get the most out of your existing purchase. The next time you have this discussion internally, think about these points. They’ll help you rise above the marketing hype and make the decision that’s best for your organization. Do you take other factors into account when you’re deciding whether to upgrade your applications? Share them with the MPUG community in the comments below. A version of this article originally appeared on Cindy Lewis’ blog. Image Source

A New Way to Contribute to Microsoft Project Improvements

As you probably already know, it is often the user of a great product who has the best idea for improvement. A Starbucks employee told me one of their customers suggested the plastic drink stopper to keep you from spilling coffee on yourself. While in reality it may not have been a Starbuck’s customer, I’m sure it was a hot beverage drinker out there somewhere who came up with the idea. I recently read a book called Brick by Brick: How LEGO Rewrote the Rules of Innovation and Conquered the Global Toy Industry. In that book authors David Robertson and Bill Breen talked about Lego’s plans to go after a new industry that was new for the company at the time: online gaming. It seemed like every time something was shown to management, the team would be sent back to the drawing board. Continuing to invest money and time in a game whose release date was forever being postponed did not prove to be the best approach. Lego’s initial attempts at an online game were finally released and titled Lego Universe, but it was eventually shut down at around 18 months. In an effort to release the nearly perfect game, Lego lost its potential market share to a company that did something different. That company was Minecraft, which started out with a simple game with a relatively low price that immediately went to the marketplace. The concepts of the game were similar to what Lego was trying to produce, but Minecraft didn’t wait until the game was perfect. Minecraft decided to evolve through user feedback. The game began to improve based on what the users actually wanted, not what someone thought they wanted. As of 2016, Minecraft has been purchased by over 23 million users. This is really a testament to user feedback. On a future project, Lego decided to use the concept of user feedback, and the result was one of their most successful new product launches ever. According to Brick by Brick, Nothing beats the feedback you get when you put the product in the hands of the kids. The kids can’t tell what you need to fix in the design, but people watching them can figure it out. Giving Users a Voice Microsoft is definitely a company that believes in feedback from the users. Now as a Project Online user, you have the ability to suggest and vote on feedback for new product changes. You can do this through something called User Voice. The concept behind User Voice is that any number of ideas may be posted, but you’re given a finite number of votes — in this case 10 votes. Since you have a limited number of votes, you have to prioritize what’s most important to you, resulting in the most desired changes receiving the highest number of votes. You’re limited to giving any single idea three votes or fewer. In the past those suggestions tended to come from “select” individuals such as Most Valuable Professionals (MVPs) or Microsoft employees. I participated in the User Voice that was available at that time. Unfortunately, there was a period where it really wasn’t being used or viewed, so, of course, many of us dropped off. I’m happy to see that it has returned — and now even customers have the ability to contribute to User Voice. Since this is truly open to all users, I’m excited to see the great ideas that rise to the top. If you’re an old-timer, you may recall a Microsoft initiative called the “Microsoft Project Wish List.” I had customers who complained when that went away. Finally, it has been reinstated, but in a new way. Here’s how to access User Voice via Project Online: 1. Login to your Office 365 account and navigate to Project. 2. In the Settings menu drop-down, click on PWA User Voice. From there follow the instructions to get started. A big takeaway I want you to remember from this article is that you can use User Voice to determine if there’s a shortcoming in a feature before you spend hours upon hours trying to solve a problem or search out a solution. I’m often pleased to see a suggestion improvement idea because I can now share that with my customers and basically say. “Microsoft already has that suggestion and you can view it here.” Already tried User Voice? Share your experiences in a comment below so the entire MPUG community will benefit. A version of this article originally appeared on Cindy Lewis’ blog, 4 Pillars of Success.  

Key Agile Concepts Illustrated

Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDU in the Technical Category of the Talent Triangle. Event Description: It seems like everyone is talking about Agile, but it is often challenging trying to put that into practice. In this session, you will learn some techniques that you can immediately apply back at work. You can take one technique or all, up to you. The goal of this session is to introduce agile concepts and not to focus on any specific methodology or tool but to provide general concepts and techniques. These same techniques are being taught to college juniors and seniors who are pursing project management degrees. Presenter Info: Cindy Lewis is a project management consultant, trainer, and author with over 20 years’ experience. She has numerous credentials in the field of project management – PMP, PMI-SP, MOS, MS, MCTS, MCT and MVP-Project. Cindy has extensive customer experience. This experience translates into providing her customers with creative solutions that deliver excellent results. In addition, Cindy serves on the board for the Western Michigan Chapter of PMI (WMPMI) and has over 15 years of volunteer service to this chapter. Cindy is a regular speaker at professional events including Microsoft conferences and PMI chapters. Have you watched this webinar recording? Tell MPUG viewers what you think! [WPCR_INSERT]

Webinar: Highlights from Microsoft Ignite

Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDU in the Technical Project Management talent triangle category. If you are claiming this session, you must submit it to your MPUG Webinar History after it has been completed in its entirety. Description:  The largest Microsoft technology conference was held May 4-8th in Chicago and for the first time ever, numerous conferences were combined included MMS, Exchange, SharePoint, Lync, Project, and TechEd.  For anyone who was unable to attend, two Project MVPs share their thoughts on the event, key highlights from Microsoft and technology updates that you will be interested in.  This webinar is perfectly timed to make sure you have the hottest information as soon as it is available.  Both Cindy and Christine are in tune to social media and will be able to share any trends they saw at the conference and what interested people the most. Presenters:  Cindy Lewis is a project management consultant, trainer, and author with over 20 years’ experience.  She has numerous credentials in the field of project management – PMP, PMI-SP, MOS, MS, MCTS, MCT and MVP-Project. Cindy has extensive customer experience. This experience translates into providing her customers with creative solutions that deliver excellent results. In addition, Cindy serves on the board for the Western Michigan Chapter of PMI (WMPMI) and has over 15 years of volunteer service to this chapter. Cindy is a regular speaker at professional events including Microsoft conferences and PMI chapters. She can be reached by email and on Twitter. Christine Flora Symnoian, LLC MS MVP-Project, MCSD, MCITP, MCTS With nearly 30 years of experience as a trainer, technology strategist, consultant, and Microsoft MVP, Christine has mentored teams and implemented business solutions for a large variety of organizations in more than 16 countries. She has worked with large and small organizations alike, helping them align their processes and systems with the organizational strategic vision. Her main focus has always been on leveraging the strategic benefits obtained by integrating individual applications and information silos into cohesive end-to-end systems. She started her career with a global distributed software company as a developer for ERP business solutions. A chance opportunity at a Microsoft Developer conference in the Fall of 2011 turned ideas she’d sketched on napkins into a multi-faceted technological and personal journey toward bringing an avalanche of apps and solutions to market. Not one who does idle well, she divides her time among helping businesses grow in fun and healthy ways, app design and development, writing, and speaking and training engagements. Have you watched this webinar recording? Tell MPUG viewers what you think! [WPCR_INSERT]

Microsoft Project 2010 Feature Rally: The Ribbon

My favorite new feature is the Ribbon. Features that used to be hidden in a series of multi-step menus are now visible and organized by Tabs, which are easy-to-understand categories. Within each Tab are Group divisions to further organize features. Popular functions are represented by big icons, and features that used to be challenging are now ever so easy with things like one-click options. Let me highlight a few options: The task formatting you do every day, such as bold anditalics, is on the left side where it’s easy to access. Decide if you’re planning the schedule or just thinking with the easy to choose task mode icons Manually Scheduled and Auto Scheduled (which are grayed out in the image above). Quickly get more choices with the down arrow on an icon or the dialog box launcher, tucked into the lower right corner of some groups. Notice the context-sensitive Format tab displays features relevant to what you’re doing. Turn on the CriticalTasks with one-click instead of spending time in a multi-step wizard. Turn on the Project Summary Task and instantly know the overall project details. Turn on Late Tasks so you can take immediate action. If you’re new to the Ribbon, you’re probably thinking how stressful this environment will be to learn. Not to panic! Microsoft now gives out a free game called Ribbon Hero to help you boost your skills and knowledge. After all, the Ribbon is also used in Office 2007 and Office 2010 products. So learning the Ribbon in just one program will help you use the Ribbon somewhere else. Based on my experience, you’ll go from frustrated and wasting lots of time to saving time and working faster in just a few weeks of everyday use doing your normal work. Just to make you appreciate my struggles in learning the Ribbon, I’ll add that I resorted to using keyboard commands for all the functions that I could remember instead of spending time looking for the new function on the Ribbon. Gradually I transitioned off the keyboard to the Ribbon and I’m now much faster than before. The Ribbon uncovers what you need to make quick business decisions and communicate effectively. This is why I love the Ribbon.  

Earn Your PMI-SP®, Part 3: What You Need to Study

In my journey to conquer the Project Management Institute (PMI)® Scheduling Professional PMI-SP® exam, the first thing I did was search on both Google and Microsoft Bing for preparation guides. Amazingly, I came up empty handed. The only study materials I found were books from PMI. In the hopes of finding someone else who had passed the exam, I posted “looking for study buddies” on my Western Michigan’s PMI® chapter forum site. As it turned out, several people wanted to know more about the exam, so I initiated an email study group. I also added a few people whom I had run across at the last PMI® conference. After months of searching for anyone who had taken the test before, I received responses from a few people who had tackled the beta version of the exam. Their suggestions were to study the PMBOK Guide, which turned out to be an excellent tip. I had a few things going for me regarding preparation: I teach a class related to Microsoft Project every week, and I had already memorized anything related to this software. To identify any scheduling software gaps, I went through Chapter 4 of PMI®’s Practice Standard for Scheduling and made sure I knew all the components and that I could define them in my own words. I didn’t memorize every detail, but I did focus a lot of time on anything related to the Critical Path Method. In terms of the Practice Standard for Scheduling, I read everything and memorized as many lists and definitions that I had time for. As it turned out, I ran short on time beginning with Chapter 4 on and that didn’t really seem to hurt me. Since I knew the PMBOK Guide was important, I decided to focus a lot of time on learning inputs, tools and techniques, and outputs. Back when I took the Project Management Professional (PMP)® exam, this was something I didn’t spend a lot of time on, and I thought it hurt me. I tried very hard to memorize those items for time, cost, and communication and it really did help. However, I forgot to thoroughly read and memorize all the definitions, which left gaps in my test-taking preparations. Luckily, I read through other sections of the PMBOK Guide and there seemed to be a random scattering of questions through many other knowledge areas. Having passed the PMP® exam before, this test was definitely a blessing, because I didn’t have to learn every concept from scratch. The only other book I spent a lot of time studying was PMP®: Project Management Professional Study Guide by Kim Heldman. I spent countless hours calculating manual critical paths and doing forward/backward passes. This proved to be helpful during exam time. Test-taking Tips for the Scheduling Professional Exam By Raul A. Rmer 1. Know the PMBOK® 4th edition. You’ll definitely need it, since questions may come from every angle. 2. Applicants without a good planning background should purchase the PMI-SP®, the Practice Standard for Scheduling. 3. Understand activity sequencing in network diagrams as the precedence diagramming method (PDM)®. 4. Understand the calculation of the critical path method (CPM)®, free float, etc. 5. Understand the tools and techniques of time management. 6. Understand the earned value technique (EVT)® as schedule variance (SV)®, cost variance (CV)®, schedule performance indicator (SPI)®, cost performance index (CPI)®, estimate to complete (ETC)®, and estimate at completion (EAC)® concepts, and when to apply them, including what SPI® and CPI® indicate when they’re less than one or greater than one. Raul A. Rmer, PMP, PMI-SP, is Senior Consultant Planner at the Decommissioning Services Ignalina Nuclear Power Plant in Visaginas, Lithuania. He has vast experience in estimating, planning, and scheduling projects using multiple tools. Contact him at romerraul@gmail.com. PMI®’s suggested reading included the PMI®-Scheduling Professional Examinations Specification guide. Because — as I reported in part two of this series — that guide was all of 15 pages long. How important could it really be? I gave it a quick glance. Bad idea. The specification guide provided both the structure for the exam and an explanation of what a scheduler does in each domain. During the exam I could have used this information to figure out what did or didn’t belong in the multiple choice options. My advice would be to invest your money and then scrutinize what the guide states. All I can say is that I’m glad the exam is over. Now I’m working with my employer to develop a preparation course for the certification. If you’ve read through this series and you’re still interested in tackling the exam, we’re seeking individuals for upcoming webinars and courses. Send me an email to be added to the list. In the meantime, good luck with your own study efforts! Read Part 1 of this series. Read Part 2 of this series.

Earn Your PMI-SP®, Part 2: The Application Process and Getting Through the Exam

Here’s what I remember of my experience in tackling the Project Management Institute’s (PMI)® Scheduling Professional (PMI-SP)® exam: sitting in a room full of stressed out people, an urgent need to run to the restroom, frantically watching the clock countdown, wracking my brain to come up with knowledge and details that I don’t recall ever learning in the first place. Sound like a journey you’d like to take too? Keep reading. (Read Part 1 of this journey) Once I learned I had been picked to be the “guinea pig” for the PMI-SP® credential at my company, I diligently began my process of getting ready. Of course, that included downloading the relevant handbook and working on the application. My study partner, Prakash Vaidhyanathan, had a rude jolt upon receiving the PMI® Scheduling Professional (PMI-SP)® Exam Specification Guide that’s available from PMI for around $35. The specification guide contained about 15 pages and appeared to have very little information about the credential. Since we had both already earned our Project Management Professional (PMP)® certifications, we assumed the process for this certification would be similar. (More on that in Part 3!) Once I knew I’d be taking the test, the first stop was filling out the PMI-SP® application, which requires you to prove you meet the certification criteria (covered in Part 1 of this series). You have two options: You can fill it out online or go the paper route. Based on tips I could glean from various sources, I believed the paper application was the best way to go. While working on the application, of course, I had numerous questions, so I figured calling PMI was the most efficient route for getting answers. Not really. The person who answered the phone read from a script of questions and answers that were available on the website and couldn’t provide any additional information. During the process of gathering information, I decided just for the heck of it to glance at the online application to see how it compared with the paper application. As it turned out, this was the way to go. The online application had lots of limitations on word count, and I only had to provide a summary of my scheduling experience for each project instead of a detailed document that the paper-based application seemed to want. Thinking that I would be able to complete my online application in one day turned out to be wishful. The application had four major sections requesting various information about contacts, certifications, education background, and scheduling experience. Back in my PMP® days, all you had to do was indicate your supervisor’s name on the application. With the new online application you actually have to provide current contact information. Tracking down people who have moved proved especially challenging. At the same time I figured I’d better ask for their permission just in case I got audited. Asking for permission was a good idea, but it also meant that these people were going to check up on me to make sure I got certified. (Does the term “peer pressure” mean anything?) I made it through the application process. Pretty soon I started getting hounded with emails asking me to pay my fee. I was under the impression that if I didn’t pay the fee, my application would get cancelled. (I recently spoke to another candidate who had waited a few months before paying the fee on another credential without any problem.) My study partner Prakash said he’d wished that he had taken the exam earlier as there was a two-month (early bird) 50-percent discount offer that PMI had announced in June 2008, which would have saved my company a few dollars. Eventually, I was approved to take the test. But no sooner had I tried to register for the exam when Prometric, the testing company, rejected my “authorized number,” which meant I had to call PMI. Incidentally PMI mentioned that I should have received an email asking me to wait 48 hours before registering for my exam. Believe me: I had read every email PMI sent to me relating to this exam and not one of them mentioned the need to wait before registering for the exam. (I guess it has something to do about a project manager’s skill in being detail oriented.) Finally, it was time to study. More about my preparation process in part 3 of this article. Before I took the exam, I figured I’d better check up the exam site. Hoping to bring my favorite calculator and comfortable pen, I soon found that I would be forced to use an online calculator and the testing center’s pencils and papers. Thank goodness, I made a second phone call about my identification. In the State of Michigan, when you renew your license, they cut the corner off and give you a sheet a paper that indicates you have requested a renewal. Although this is the correct procedure, it meant my ID had been “defaced” and couldn’t be used as identification at the testing center. Knowing this in advance, I brought along my passport. Getting started with the test seemed fairly normal except that as soon as I sat down, I wanted to do a “brain dump” just like I did for my PMP®. However, the exam administrator came in and told me I had a minute to start my exam. Evidently I missed my first “attempt” to start the exam and if I missed another one, I would be asked to leave. So, I started what turned out to be the exam tutorial on how to answer questions. Tip: Start the exam tutorial and do it quickly. Whatever time is on the clock is the only time you have to do a “brain dump” before the test automatically starts. I experienced normal exam stress throughout. Once, I almost got kicked out because I took off my bracelet and watch, setting them on the table. (I was just trying to avoid making too much noise because they were up against the keyboard.) Wrong move! The exam administrator asked me to put them on or return them to my locker while my exam clock kept ticking. Nearly running out of paper, and still unsure about a few questions, I finally clicked finish. Guess what? No exam result. Just an irritating survey about my exam feedback. Suppressing all my anxiety I completed the survey, and — Voila! My score report came up. Scrolling up and down I noticed words such as “proficient,” but couldn’t figure out if I had passed. Finally, I located the small word, “PASS,” and knew my ordeal was done. Read Part 1 of this series Read Part 3 of this series

  • 1
  • 2