Scott M. Graffius Speaking on Ensuring that Projects are Aligned with Strategic Objectives and Other Key Factors at California Inland Empire Chapter of Project Management Institute



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Scott M. Graffius will present “10 Ways to Score and Prioritize Project Proposals Based on Multiple Factors, Including Strategic Alignment” at an event of the California Inland Empire Chapter of the Project Management Institute (PMICIE Chapter). The session will occur on Tuesday, February 9, 2021. It will be Scott's third talk at the Chapter.


Everyone is welcome to attend (PMICIE membership is not required). To register, visit
here.

Attendees of this session may be eligible to receive continuing education unit (CEU) credit, equivalent to 1.50 hours. For reporting with the Project Management Institute (PMI), it’s 1.50 professional development units (PDUs), under the Strategic and Business Management category. For reporting with the Scrum Alliance, it’s 1.50 Scrum educational units (SEUs), under either the Learning category or the Events category. For reporting with other organizations, refer to their respective instructions.

Description of Talk

How does your organization assess proposals for new projects? Is there a well-defined scoring and prioritization process — based on alignment with the business’ strategic objectives and other factors — to quickly and easily identify the objective value of each proposal (including how important it is relative to other initiatives)? If the answer is “no,” keep reading. If the answer is “yes,” you are likely to find practical information and examples in this talk to adapt and adopt to improve the process at your organization.

Benefits (Key Learning Objectives)

This talk will help you develop and enhance the contributions you make to your organization by being able to:

  • Understand the benefits of scoring and prioritizing project proposals based on strategic alignment and other factors.
  • Identify selection and prioritization criteria appropriate for your unique organization, leveraging the flexible framework and some or all of the 10 factors presented during the talk.
  • Put the practical, actionable information presented to use. During the session, we will run an example project proposal through the process, step-by-step. You will receive a summary “cheat sheet” that you can reference as a guide to help implement or improve this process at your organization.

Audience

This session is designed to be of value to project, program, and portfolio managers; project, program, and portfolio management office staff; Center of Excellence staff; Scrum Masters, Product Owners, agile coaches, and other agile practitioners and staff; executives making decisions about organization strategy; functional managers; researchers; customers; and additional stakeholders.

References

The talk draws on the speaker’s first-hand experience, with his guidance supported by related standards, best practices, and recommendations from the Project Management Institute, IEEE, MIT, Harvard Business Review, Scrum Alliance, Deloitte, and others.

Speaker Bio



Scott M. Graffius, PMP, CSP-SM, CSP-PO, CSM, CSPO, ITIL, LSSGB is an agile project management consultant, practitioner, award-winning author, and keynote speaker. Content from his books, speaking engagements, and more has been used by businesses, governments, and universities, including: Gartner, Cisco, Ford, Qantas, Atlassian, Bayer, the United States Department of Energy, the New Zealand Ministry of Education, Tufts University, Texas A&M, and others. Thinkers360 named Scott a Top 20 Global Thought Leader and Influencer on Agile. His full-length bio is available at:
https://bit.ly/bio-smg.

Connect with Scott on Twitter, Facebook, and LinkedIn.

About the California Inland Empire Chapter of the Project Management Institute

The Project Management Institute - California Inland Empire (PMICIE) Chapter was chartered by the Project Management Institute in 2002. Based in Rancho
Cucamonga, California, it is committed to the advancement of the project management profession. The Chapter provides its members with networking, training, and professional development opportunities. Its website is https://pmicie.org.




© Copyright 2020 Scott M. Graffius. All rights reserved. This material may not be published, broadcast, rewritten or redistributed without the express written permission of Scott M. Graffius.


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Scott M. Graffius Speaking at Southwest Virginia Chapter of Project Management Institute



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Scott M. Graffius will deliver the talk, “10 Ways to Score and Prioritize Project Proposals Based on Multiple Factors, Including Strategic Alignment,” at a virtual event of the Southwest Virginia Chapter of the Project Management Institute on May 11, 2021, from 5:30-7:00 p.m. Eastern Time. To learn more and to register for the event, visit
here.

Attendees may be eligible to receive continuing education unit (CEU) credit, equivalent to 1.50 hours. For reporting with the Project Management Institute (PMI), it's 1.50 professional development units (PDUs), under the Strategic and Business Management category. For reporting with the Scrum Alliance, it's 1.50 Scrum educational units (SEUs), under either the Learning category or the Events category. For reporting with other organizations, refer to their respective instructions.

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About Scott M. Graffius

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Scott M. Graffius, PMP, CSP-SM, CSP-PO, CSM, CSPO, SFE, LSSGB, ITIL | High resolution photo available here



Scott M. Graffius, PMP, CSP-SM, CSP-PO, CSM, CSPO, SFE, ITIL, LSSGB is an agile project management practitioner, consultant, award-winning author, and international speaker. He has generated over one billion dollars of business value in aggregate for the organizations he has served. Graffius is the founder, CEO, and principal consultant at Exceptional PPM and PMO Solutions™ and subsidiary Exceptional Agility™, based in Los Angeles, California. His expertise spans project, program, portfolio, and PMO leadership inclusive of agile, traditional, and hybrid approaches. Content from his books, workshops, speaking engagements, and more have been featured and used by businesses, governments, and universities including Gartner, Microsoft, Deloitte, Oracle, Cisco, Ford, Qantas, Atlassian, Bayer, the National Academy of Sciences, the United States Department of Energy, the United States Army, Project Management Institute, the IEEE, the New Zealand Ministry of Education, Tufts University, Texas A&M University, Virginia Tech, Penn State, Warsaw University of Technology, University of Waterloo, Loughborough University London, and others. Graffius has spoken at 58 conferences and other events around the world, including Armenia, Australia, Brazil, Canada, Czech Republic, Finland, France, Germany, Greece, India, Ireland, Lithuania, Luxembourg, Netherlands, New Zealand, Sweden, United Kingdom, and the United States. Thinkers360 named Graffius a global top thought leader and influencer in four domains: Agile, Change Management, Digital Transformation, and GovTech.

His full bio is available at
https://www.scottgraffius.com.

Connect with Scott on Twitter, Facebook, and LinkedIn.

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About the Southwest Virginia Chapter of the Project Management Institute

The Southwest Virginia Chapter of the Project Management Institute was founded in 2003 to serve the southwestern part of Virginia including the metro areas of Roanoke, Lynchburg, Blacksburg, Lexington, Martinsville, Danville, and Bristol. The Chapter's mission is to foster a community of project management excellence in Southwest Virginia. To learn more, visit https://pmi-swva.org.




© Copyright 2021 Scott M. Graffius. All rights reserved. This material may not be published, broadcast, rewritten or redistributed without the express written permission of Scott M. Graffius.





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Scott M. Graffius Speaking on Ensuring Strategic Alignment at PMI Central Virginia



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Scott M. Graffius will lead a session on strategic alignment, “10 Ways to Score and Prioritize Project Proposals Based on Multiple Factors, Including Strategic Alignment,” at a virtual event of the Central Virginia Chapter of the Project Management Institute on Wednesday, June 16, 2021. To learn more and to register for the event, visit
https://pmicvc.org/calendar?eventId=6905.

Attendees may be eligible to receive continuing education unit (CEU) credit, equivalent to 1.50 hours. For reporting with the Project Management Institute (PMI), it's 1.50 professional development units (PDUs), under the Strategic and Business Management category. For reporting with the Scrum Alliance, it's 1.50 Scrum educational units (SEUs), under either the Learning category or the Events category. For reporting with other organizations, refer to their respective instructions.

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About Scott M. Graffius

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Scott M. Graffius, PMP, CSP-SM, CSP-PO, CSM, CSPO, SFE, LSSGB, ITIL | High resolution photo available here



Scott M. Graffius, PMP, CSP-SM, CSP-PO, CSM, CSPO, SFE, ITIL, LSSGB is an agile project management practitioner, consultant, award-winning author, and international speaker. He has generated over one billion dollars of business value in aggregate for the organizations he has served. Graffius is the founder, CEO, and principal consultant at Exceptional PPM and PMO Solutions™ and subsidiary Exceptional Agility™, based in Los Angeles, California. His expertise spans project, program, portfolio, and PMO leadership inclusive of agile, traditional, and hybrid approaches. Content from his books, workshops, speaking engagements, and more have been featured and used by businesses, governments, and universities including Gartner, Microsoft, Deloitte, Oracle, Cisco, Ford, Qantas, Atlassian, Bayer, the National Academy of Sciences, the United States Department of Energy, the United States Army, Project Management Institute, the IEEE, the New Zealand Ministry of Education, Tufts University, Texas A&M University, Virginia Tech, Penn State, Warsaw University of Technology, University of Waterloo, Loughborough University London, and others. Graffius has spoken at 58 conferences and other events around the world, including Armenia, Australia, Brazil, Canada, Czech Republic, Finland, France, Germany, Greece, India, Ireland, Lithuania, Luxembourg, Netherlands, New Zealand, Sweden, United Kingdom, and the United States. Thinkers360 named Graffius a global top thought leader and influencer in four domains: Agile, Change Management, Digital Transformation, and GovTech.

His full bio is available at
https://www.scottgraffius.com.

Connect with Scott on Twitter, Facebook, and LinkedIn.

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About the Central Virginia Chapter of the Project Management Institute


The vision of the Central Virginia Chapter of the Project Management Institute (PMICVC) is to be the premier professional project management organization for business, civic, government, and education communities in Central Virginia. Its mission is to serve the professional interests of chapter members by enhancing expertise through project management education and training, supporting PMI certifications, and promoting association with other project management professionals. To learn more, visit the PMICVC website at https://pmicvc.org.




© Copyright 2021 Scott M. Graffius. All rights reserved. This material may not be published, broadcast, rewritten or redistributed without the express written permission of Scott M. Graffius.





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Scott M. Graffius Speaking on Ensuring Strategic Alignment at Florida Suncoast Chapter of the Project Management Institute



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Scott M. Graffius will lead a session on strategic alignment, “10 Ways to Score and Prioritize Project Proposals Based on Multiple Factors, Including Strategic Alignment,” at an online event of the Florida Suncoast Chapter of the Project Management Institute on Tuesday, July 13, 2021, from 6:00-8:00 p.m. Eastern Time. To learn more and to register for the event, visit
https://suncoastpmi.org/meetinginfo.php?id=125.

Attendees may be eligible to receive continuing education unit (CEU) credit, equivalent to 1.50 hours. For reporting with the Project Management Institute (PMI), it's 1.50 professional development units (PDUs), under the Strategic and Business Management category. For reporting with the Scrum Alliance, it's 1.50 Scrum educational units (SEUs), under either the Learning category or the Events category. For reporting with other organizations, refer to their respective instructions.

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About Scott M. Graffius

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Scott M. Graffius, PMP, CSP-SM, CSP-PO, CSM, CSPO, SFE, LSSGB, ITIL | High resolution photo available here



Scott M. Graffius, PMP, CSP-SM, CSP-PO, CSM, CSPO, SFE, ITIL, LSSGB is an agile project management practitioner, consultant, award-winning author, and international speaker. He has generated over one billion dollars of business value in aggregate for the organizations he has served. Graffius is the founder, CEO, and principal consultant at Exceptional PPM and PMO Solutions™ and subsidiary Exceptional Agility™, based in Los Angeles, California. His expertise spans project, program, portfolio, and PMO leadership inclusive of agile, traditional, and hybrid approaches. Content from his books, workshops, speaking engagements, and more have been featured and used by businesses, governments, and universities including Gartner, Microsoft, Deloitte, Oracle, Cisco, Ford, Qantas, Atlassian, Bayer, the National Academy of Sciences, the United States Department of Energy, the United States Army, Project Management Institute, the IEEE, the New Zealand Ministry of Education, Tufts University, Texas A&M University, Virginia Tech, Penn State, Warsaw University of Technology, University of Waterloo, Loughborough University London, and others. Graffius has spoken at 58 conferences and other events around the world, including Armenia, Australia, Brazil, Canada, Czech Republic, Finland, France, Germany, Greece, India, Ireland, Lithuania, Luxembourg, Netherlands, New Zealand, Sweden, United Kingdom, and the United States. Thinkers360 named Graffius a global top thought leader and influencer in four domains: Agile, Change Management, Digital Transformation, and GovTech.

His full bio is available at
https://www.scottgraffius.com.

Connect with Scott on Twitter, Facebook, and LinkedIn.

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About the Florida Suncoast Chapter of the Project Management Institute

The Florida Suncoast Chapter of the Project Management Institute (PMI) leads the local community in the advancement of project management by promoting the PMI’s values and principles, as well as by organizing and facilitating events, activities, and initiatives to support individuals and organizations. The Chapter's objectives include:

  • Advance the mission and objectives of the Project Management Institute within the West Coast Florida area.
  • Develop a growing and committed membership of local Project Management Professionals through an aggressive recruiting and retention plan.
  • Promote Professional Project Management principles and techniques with local businesses, universities and professional associations.
  • Support and enhance Project Management Professionalism by developing and providing quality programs based on local Project Manager needs.
  • Create and deliver an educational program that strengthens local Project Manager skills and supports the Project Management Institute Certification Program.

To learn more, visit the Chapter's website at
https://suncoastpmi.org.




© Copyright 2021 Scott M. Graffius. All rights reserved. This material may not be published, broadcast, rewritten or redistributed without the express written permission of Scott M. Graffius.



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Bruce Tuckman’s Model (Forming, Storming, Norming, Performing, and Adjourning) is Highly Relevant and Beneficial, But It Doesn’t Please Everyone

Bruce Tuckman's Model - Steve Jobs - Analysis - LR-SQ

🔥 Note: Details on the Phases of Team Development visual are here. Details on the Spanish version are here.

Names and certain identifying details are not included or are redacted (replaced with black rectangles) to respect privacy.

The Question

Steve Jobs famously said “You can please some of the people some of the time” in response to a tough question at the 1997 Worldwide Developer Conference. The following experience reminded me of that quote.

In a recent workshop on team leadership, a student asked me, “What do you think about
█████████’s disregard of Tuckman’s model?” (Note: The student was referring to a person who's an expert in agile and Scrum. The expert's name is redacted, subsequently referred to as “critic.” His or her stance seems to be the rare exception.) I’m detailing my response here.

The Background for Context

Bruce Tuckman (Ph.D. in Psychology from Princeton University) conducted extensive research on group dynamics, and he published a related model in 1965. At that time, the model included four phases: forming, storming, norming, and performing. However, Dr. Tuckman subsequently determined that adjourning was so important that he (with Mary Ann Jensen) updated his model in 1977 to add adjourning as the fifth phase. In the context of this discussion, phases and stages may be used interchangeably; and group dynamics is also referred to as group development, team dynamics, and team development.

Dr. Tuckman’s model has stood the test of time because it remains highly relevant and beneficial. Since his related work was published, it has been supported by additional peer-reviewed research. And it has received recommendations and coverage from leading organizations including Google, Harvard Business Review, IEEE, Forbes, MIT, Fast Company, NASA, Microsoft, TNW, Project Management Institute, Scrum Alliance, Scrum.org, Association for Project Management, Gartner, CIO, Spotify, Imperial College London, RAND Corporation, Princeton University, Software Engineering Institute, University of Edinburgh, Cisco, KPMG, Warsaw University of Technology, DevOps Institute, American Express, SANS Institute, Zurich University, SAP, ViacomCBS, Oxford University, American Management Association, AT&T, University of Southern California, IBM, and many others.

While Tuckman’s model is durable and relevant, no model is perfect. It can be helpful to understand any concerns or limitations—with an emphasis on any which are independently verifiable and are published in peer-reviewed studies.

I related to the student that there are critics of Tuckman’s model, but that they’re few—and I’m not familiar with criticisms meeting the aforementioned rigor of being independently verifiable with such findings appearing in peer-reviewed studies.

I said, for example, that I was already aware of the critic's stated disregard of Bruce Tuckman’s model. I previously looked into the situation to learn more. My research and findings follow.

The Research and Findings

In a
█████ communication, the critic said “I never liked ...” referring to Tuckman’s model. He or she went on to state that his or her reason was that “Gersick tested it ...” (Tuckman’s model) and “...it’s not true.” The critic included a link to the paper which was the basis for his or her stance. The link goes to the following paper:

Curtis, B., Walz, D., and Elam, J. (1990, October 1). Studying the Process of Software Design Teams. In:
ISPW '90: Proceedings of the 5th International Software Process Workshop on Experience with Software Process Models, pages 52-53.

The
critic said that “Gersick tested it” and pointed to the paper. However, Gersick is not an author on the paper. Still, I reviewed the content to see what, if anything, the authors (Curtis, Walz, and Elam) said about Tuckman, Tuckman’s model, and/or Gersick. Here’s what I found.

On Tuckman: Tuckman was not mentioned anywhere in the paper.

On Tuckman’s model (a reference to forming, storming, norming, performing, and/or adjourning): The following appears: “Rather than the standard group process of form-storm-norm-perform, Gersick suggested there came a point halfway through a group project where the team faced its lack of progress.”

On Gersick: Gersick was mentioned four times: “Gersick (1988) observed such a point in a study of project teams” and “Rather than the standard group process of form-storm-norm-perform, Gersick suggested there came a point halfway through a group project where the team faced its lack of progress” and “Gersick's model may be more descriptive of temporary teams that are asked to perform tasks out of their area of expertise” and (a reference citation) “Gersick, C.J.G. (1988). Time and Transition in Work Teams: Toward a New Model of Work Development.
Academy of Management Journal, 31 (1), 9-41.”

The
critic said that “Gersick tested it” ... and “...it’s not true.” However, as a summary of the above, Gersick is not the author of the paper, and the authors (Curtis, Walz, and Elam) commented that Tuckman’s model did not seem to work for one project. On that one project, “Rather than ... form-storm-norm-perform ... there came a point halfway through ... where the team faced its lack of progress.” That does not negate Tuckman’s model. While teams typically move through the different phases, it’s entirely possible for a team to face a lack of progress at a given time. Phases don’t progress magically; the phase is a marker of the team’s current progress and effectiveness. The critic said that “Gersick tested it” ... and “...it’s not true.” The research specified by the critic did not state that it tested Tuckman’s model and found it to not be true. The research specified by the critic does not support his or her stand. Nevertheless, I dug deeper.

The above paper by Curtis, Walz, and Elam includes Gersick’s work as a reference. I found and carefully reviewed Gersick’s respective research. Again, it’s: “Gersick, C.J.G. (1988). Time and Transition in Work Teams: Toward a New Model of Work Development.
Academy of Management Journal, 31 (1), 9-41.” I looked to see what Gersick said about Tuckman or his model. Here’s what I discovered.

Tuckman was mentioned five times: “There was no initial ‘storming’ (Tuckman, 1965; Tuckman & Jensen, 1977) in this group” and “First, as Tuckman pointed out in 1965 and others have noted up to the present (Hare, 1976; McGrath, 1986; Poole, 1983b), they offer snapshots of groups at different points in their life-spans but say little about the mechanisms of change” and “Since all teams were doing construction work on their projects during phase 2, similar to ‘performing’ in Tuckman’s (1965) synthesis, it was a time when teams were more similar to both each other and to the traditional model than they were in phase 1” and (a reference citation) “Tuckman, B. 1965. Developmental Sequence in Small Groups.
Psychological Bulletin, 63: 384-399” and (another reference citation) “Tuckman, B., & Jensen, M. 1977. Stages of Small-Group Development. Group and Organizational Studies, 2: 419-427.”

The
critic said that “Gersick tested it” ... and “...it’s not true.” However, as a summary of the above, Gersick did not state that Tuckman’s model was tested and found to not be true. For example, Gersick did not say that there was no storming; rather, it was qualified as “no initial ‘storming.’” Furthermore, and most importantly, Gersick provided the following caveat: “This study must be interpreted with caution. It was hypothesis-generating, not hypothesis-testing; the model is expressly provisional.” According to Gersick, the research did not test or prove anything.

The research—both the paper pointed to by the
critic, and the reference study—does not supply the stated basis for the critic's stance.

The Conclusion with the Answer

In conclusion, Tuckman’s model has stood the test of time because it remains highly relevant and beneficial. No model is perfect, and it is helpful to understand any concerns or limitations—with an emphasis on any which are independently verifiable and are published in peer-reviewed studies.

My answer to the student’s question
(“What do you think about █████████s disregard of Tuckman’s model?”) was that I diligently reviewed the facts and neither the paper linked to by the critic, nor the other study cited by the paper, support the critic’s assertion that “Gersick tested it ...” (Tuckman’s model) and “...it’s not true.”

Maybe—or maybe not—the critic's view of the model is because of a misunderstanding regarding the research. Or maybe—or maybe not—there's another reason. As Steve Jobs said, “You can please some of the people some of the time.”

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The Phases of Team Development Visual


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Citation: Graffius, Scott M. (2021). Phases of Team Development. Digital Object Identifier (DOI): 10.13140/RG.2.2.22040.42246. DOI link: https://dx.doi.org/10.13140/RG.2.2.22040.42246.

For permission requests, see below.


Details—high-resolution images, information on permission requests, and more—on the Phases of Team Development visual are here.

Details on the Spanish version are
here.

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About Scott M. Graffius


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Scott M. Graffius, PMP, CSP-SM, CSP-PO, CSM, CSPO, SFE, LSSGB, ITIL | High resolution photo available here



Scott M. Graffius, PMP, CSP-SM, CSP-PO, CSM, CSPO, SFE, ITIL, LSSGB is an agile project management practitioner, consultant, award-winning author, and international speaker. He has generated over 1.75 billion dollars of business value in aggregate for the organizations he has served. Graffius is the founder, CEO, and principal consultant at Exceptional PPM and PMO Solutions™ and subsidiary Exceptional Agility™, based in Los Angeles, California. His expertise spans project, program, portfolio, and PMO leadership inclusive of agile, traditional, and hybrid approaches. Content from his books, workshops, speaking engagements, and more have been featured and used by businesses, governments, and universities including Gartner, Microsoft, Deloitte, Oracle, Cisco, Ford, Qantas, Atlassian, Bayer, the National Academy of Sciences, the United States Department of Energy, the United States Army, Project Management Institute, the IEEE, the New Zealand Ministry of Education, Tufts University, Texas A&M University, Virginia Tech, Penn State, Warsaw University of Technology, University of Waterloo, Loughborough University London, and others. Graffius has spoken at 58 conferences and other events around the world, including Armenia, Australia, Brazil, Canada, Czech Republic, Finland, France, Germany, Greece, India, Ireland, Lithuania, Luxembourg, Netherlands, New Zealand, Sweden, United Kingdom, and the United States. Thinkers360 named Graffius a global top thought leader and influencer in four domains: Agile, Change Management, Digital Transformation, and GovTech.

His full bio is available at
https://www.scottgraffius.com.

Connect with Scott on Twitter, Facebook, and LinkedIn.


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The short URL for this article is:
https://bit.ly/tckmn

Posts related to this article are on
Twitter and Instagram (via @AgileScrumGuide)




© Copyright 2021 Scott M. Graffius. All rights reserved. This material may not be published, broadcast, rewritten or redistributed without the express written permission of Scott M. Graffius.





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