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Developing Project Excellence in a Complex World

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<strong>Develop<strong>in</strong>g</strong> <strong>Project</strong> <strong>Excellence</strong><br />

<strong>in</strong> a <strong>Complex</strong> <strong>World</strong><br />

Dr. Ed Hoffman<br />

NASA Academy of Program/<strong>Project</strong> & Eng<strong>in</strong>eer<strong>in</strong>g Leadership<br />

http://appel.nasa.gov


Explor<strong>in</strong>g Saturn and Its Moons Close Up<br />

Image from Voyager 2 (1981)<br />

http://appel.nasa.gov


Cass<strong>in</strong>i‐Huygens<br />

‣ U.S. ‐ European mission to explore Saturn<br />

‣ NASA and Italian Space Agency: Cass<strong>in</strong>i spacecraft<br />

‣ European Space Agency: Huygens probe<br />

‣ Launched October 1997<br />

‣ 6.7 year voyage to Saturn<br />

‣ $3.27 billion total cost to date<br />

http://appel.nasa.gov


Cass<strong>in</strong>i and Huygens<br />

Cass<strong>in</strong>i<br />

• Delivered Huygens probe<br />

to Titan<br />

• Rema<strong>in</strong>ed <strong>in</strong> orbit around<br />

Saturn for detailed studies<br />

of the planet, its r<strong>in</strong>gs and<br />

satellites (moons)<br />

Huygens<br />

• Released by Cass<strong>in</strong>i to land<br />

on surface of Saturn’s moon<br />

Titan<br />

• Investigated characteristics<br />

of Titan’s atmosphere and<br />

surface<br />

Cass<strong>in</strong>i<br />

Huygens<br />

Saturn<br />

Titan<br />

http://appel.nasa.gov


Cass<strong>in</strong>i‐Huygens: the <strong>Complex</strong> <strong>Project</strong> Environment<br />

<strong>Complex</strong> <strong>Project</strong>-Based<br />

Functional<br />

Organization<br />

Organization<br />

Problems Novel Rout<strong>in</strong>e<br />

Technology New/<strong>in</strong>vented Improved/more efficient<br />

Team Global, multidiscipl<strong>in</strong>ary Local, homogeneous<br />

Cost Life cycle Unit<br />

Schedule <strong>Project</strong> completion Productivity rate<br />

Customer Involved at <strong>in</strong>ception Involved at po<strong>in</strong>t of sale<br />

Survival skill Adaptation Control/stability<br />

http://appel.nasa.gov


Technical <strong>Complex</strong>ity: Zero Room for Error<br />

‣ Journey to Saturn <strong>in</strong>cluded<br />

“gravity assists” (sl<strong>in</strong>gshot<br />

acceleration effects) from<br />

Venus, Earth and Jupiter -<br />

<strong>in</strong>credibly precise tim<strong>in</strong>g<br />

‣ Cass<strong>in</strong>i orbiter would “<strong>in</strong>sert”<br />

Huygens probe <strong>in</strong> orbit of<br />

Titan (one of Saturn’s<br />

moons)<br />

Cass<strong>in</strong>i trajectory to Saturn<br />

‣ <strong>Complex</strong> communications<br />

among Cass<strong>in</strong>i, Huygens,<br />

Deep Space Network, and<br />

ground system<br />

http://appel.nasa.gov<br />

Huygens descent to surface of Titan


Organizational and Strategic <strong>Complex</strong>ity<br />

Italian Space Agency<br />

NASA<br />

ESA<br />

Cass<strong>in</strong>i high-ga<strong>in</strong><br />

antenna; radio<br />

subsystem<br />

equipment<br />

Cass<strong>in</strong>i orbiter;<br />

launch vehicle<br />

and associated<br />

<strong>in</strong>tegration & test<br />

Huygens probe<br />

and associated<br />

communications<br />

equipment on<br />

Cass<strong>in</strong>i orbiter<br />

International partnerships affect<br />

organizational and strategic complexity<br />

http://appel.nasa.gov


Organizational <strong>Complex</strong>ity: The Science Mission<br />

• 260 scientists<br />

• 17 countries<br />

• 10 time zones<br />

• 18 scientific <strong>in</strong>struments (payloads)<br />

with Pr<strong>in</strong>cipal Investigators<br />

http://appel.nasa.gov


<strong>Project</strong> Management Challenge<br />

All 18 payloads had reserves<br />

• Cost ($ per fiscal year)<br />

• Mass (kg)<br />

• Power (watts)<br />

• Data rate to the spacecraft bus (kilobytes/second)<br />

Overruns would lead to de‐scop<strong>in</strong>g (i.e., <strong>in</strong>struments cut)<br />

Problem:<br />

How would you manage the reserves to <strong>in</strong>crease the<br />

likelihood that all <strong>in</strong>struments would fly on the spacecraft?<br />

http://appel.nasa.gov


<strong>Project</strong> Management Challenge Resolved<br />

Solution:<br />

Electronic trad<strong>in</strong>g exchange for Pr<strong>in</strong>cipal Investigators to<br />

trade reserves <strong>in</strong> cost, mass, power, and data rate.<br />

• Governed by project management team (<strong>in</strong>cl. veto<br />

power)<br />

• Created w<strong>in</strong>‐w<strong>in</strong> <strong>in</strong>centive for all<br />

• Gave PIs ownership / assured buy‐<strong>in</strong><br />

http://appel.nasa.gov


A New Way of Th<strong>in</strong>k<strong>in</strong>g and Learn<strong>in</strong>g<br />

To cope with a challeng<strong>in</strong>g world,<br />

any entity must develop the capacity of<br />

shift<strong>in</strong>g and chang<strong>in</strong>g—<br />

of develop<strong>in</strong>g new skills and attitudes;<br />

<strong>in</strong> short the capacity of learn<strong>in</strong>g.<br />

Arie De Geus, The Liv<strong>in</strong>g Company<br />

http://appel.nasa.gov


Qualities of an Adaptive Organization<br />

1. Elephants <strong>in</strong> the room are named.<br />

2. Responsibility for the future is shared.<br />

3. Independent judgment is expected.<br />

4. Leadership capacity is developed.<br />

5. Reflection and cont<strong>in</strong>uous learn<strong>in</strong>g are<br />

<strong>in</strong>stitutionalized.<br />

Source: Grashow, Heifetz, & L<strong>in</strong>sky, The Practice of Adaptive Leadership<br />

http://appel.nasa.gov


<strong>Project</strong>‐Based Environment<br />

Strengths<br />

• Adaptable to chang<strong>in</strong>g<br />

circumstances<br />

Weaknesses<br />

• Diffuse authority /<br />

lack of direct control<br />

• Customer orientation<br />

• Tunnel vision<br />

• Focus on product, not<br />

organization<br />

• Multidiscipl<strong>in</strong>ary teams<br />

• Organizational cohesion<br />

‣ Decentralized<br />

learn<strong>in</strong>g<br />

‣ Knowledge shar<strong>in</strong>g<br />

across community<br />

http://appel.nasa.gov


Why a <strong>Project</strong> Academy at NASA?<br />

To help transform NASA’s project‐based environment <strong>in</strong>to a learn<strong>in</strong>g organization<br />

Columbia<br />

accident<br />

Mars<br />

failures<br />

2003<br />

1999<br />

Challenger<br />

accident<br />

1986<br />

“NASA's current organization…<br />

has not demonstrated the characteristics of a<br />

learn<strong>in</strong>g organization.”<br />

Columbia Accident Investigation Board Report<br />

http://appel.nasa.gov


Meet<strong>in</strong>g Multiple Needs<br />

INDIVIDUAL<br />

COMPETENCIES<br />

TEAM<br />

PROJECT SUCCESS<br />

ORGANIZATION<br />

SUSTAINABILITY<br />

http://appel.nasa.gov


Integrated Competency Model<br />

http://appel.nasa.gov


<strong>Project</strong> Academy Roles and Responsibilities<br />

‣ <strong>Project</strong> workforce development<br />

‣ Advocacy for the learn<strong>in</strong>g requirements of practitioners<br />

‣ Def<strong>in</strong><strong>in</strong>g key concepts and vocabulary for the project<br />

community<br />

‣ Alignment with corporate strategy<br />

‣ Alignment with external stakeholders<br />

‣ Promotion of communities of lifelong learn<strong>in</strong>g<br />

‣ Promotion of susta<strong>in</strong>able organizational capability<br />

http://appel.nasa.gov


Key Assumptions and Biases<br />

‣ Practitioners know best.<br />

‣ 85‐90% of learn<strong>in</strong>g takes place on the job.<br />

‣ Learn<strong>in</strong>g is contextual — different career stages have<br />

different requirements.<br />

‣ Optimal performance and learn<strong>in</strong>g come together at the<br />

team level.<br />

http://appel.nasa.gov


Align and Focus<br />

Align with organizational strategy,<br />

focus on practitioners.<br />

Mission<br />

requirements<br />

Competency<br />

model<br />

Career<br />

development<br />

framework<br />

Tra<strong>in</strong><strong>in</strong>g curriculum<br />

for all career levels<br />

Hands‐on<br />

assignments<br />

Coach<strong>in</strong>g and<br />

mentor<strong>in</strong>g<br />

Expert practitioner<br />

support to teams<br />

Knowledge<br />

shar<strong>in</strong>g<br />

forums &<br />

publications<br />

http://appel.nasa.gov


Individual, Team, Organization<br />

INDIVIDUAL<br />

TEAM<br />

ORGANIZATION<br />

APPROACH<br />

• Tra<strong>in</strong><strong>in</strong>g curriculum<br />

Direct support to<br />

Knowledge shar<strong>in</strong>g<br />

• Development programs<br />

project teams<br />

ACTIVITIES<br />

•core<br />

• onl<strong>in</strong>e<br />

•forums<br />

curriculum<br />

assessments<br />

• publications<br />

•<strong>in</strong>‐depth<br />

•workshops<br />

•case studies<br />

offer<strong>in</strong>gs<br />

•mentor<strong>in</strong>g /<br />

• multimedia<br />

• hands‐on<br />

coach<strong>in</strong>g<br />

• communities of practice<br />

opportunities<br />

•expert practitioners<br />

•team build<strong>in</strong>g<br />

• technical support<br />

http://appel.nasa.gov


Individual<br />

‣ Tra<strong>in</strong><strong>in</strong>g curriculum<br />

- Core for 4 career levels<br />

- In‐depth offer<strong>in</strong>gs<br />

‣ Hands‐on opportunities and<br />

developmental assignments<br />

PMI Registered Provider of Professional Development Units<br />

http://appel.nasa.gov


Direct support to project teams<br />

Team<br />

‣ Onl<strong>in</strong>e assessments<br />

‣ Workshops<br />

‣ Mentor<strong>in</strong>g and coach<strong>in</strong>g<br />

‣ Expert practitioners and technical<br />

lifecycle support<br />

‣ Team build<strong>in</strong>g and process<br />

support<br />

http://appel.nasa.gov


Organization<br />

Knowledge shar<strong>in</strong>g<br />

‣ Forums for project managers,<br />

systems eng<strong>in</strong>eers, and<br />

pr<strong>in</strong>cipal <strong>in</strong>vestigators<br />

‣ Publications<br />

‣ Case studies<br />

‣ Multimedia<br />

‣ Communities of practice<br />

http://appel.nasa.gov


<strong>Develop<strong>in</strong>g</strong> <strong>Project</strong> <strong>Excellence</strong><br />

In a world of complex projects, adaptability is critical.<br />

<strong>Project</strong> excellence depends on capability at the<br />

<strong>in</strong>dividual, team, and organizational levels.<br />

A project academy can serve a focal po<strong>in</strong>t for learn<strong>in</strong>g<br />

and align<strong>in</strong>g projects with strategic goals.<br />

http://appel.nasa.gov

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