February 4, 2016 4 Comments
You can create additional time for yourself by facilitating team members to build their own activities and support requirements to help you reach your project objectives. Modern leaders facilitate the development of consensually owned team charters, including work breakdown structure (WBS). Project Tools (below in italics) will help you build robust team charters and projects plans. For your benefit, each link takes you to more detailed explanations supported by a specific method and the activities to deliver up your desired output.
Facilitative tools to generate the step-by-step deliverables for most team charters include:
- Business case, project purpose, or opportunity statement: Purpose Is To . . . So That
- Project scope or boundaries: Is Not/ Is (alternatively—Context Diagram Workshop, found in the FAST Professional Facilitator Reference Manual)
- Triple Constraints (ie; time, cost, and scope/quality): Flexibility Matrix
- Success criteria: SMART Criteria/ Categorizing (through common purpose)
- Opportunity assessment: Situation Analysis (FAST Professional proprietary and quantitative SWOT analysis)
- Project plan activities (high-level): Roles and Responsibilities (eg, RASI)
- Team selection: Interviewing Controls/ Managing Expectations
The work breakdown structure follows a facilitative approach that supports a consensually agreed upon plan of action:
- Target audience/ other affected stakeholders: Brainstorming
- WBS (work breakdown structure):
Moving from WHAT (ie, abstract) to HOW (ie, concrete)
- Detailed measure of success: Success Measures
- Project plan activities (detailed-level):
Roles and Responsibilities
- Budget, timeline, and resource alignment: Alignment
- Stage gates and milestones: After Action Review
- Risk assessment and guidelines:
Project Risk Assessment
- Communications Plan: Guardian of Change
- Open issues management: Parking Lot Management
- Issue escalation procedure: Issue Log
Reply with any questions you might have by commenting below. For additional methodology and team-based meeting support for your change initiatives, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need to lead more effective groups, teams, and meetings.
Become Part of the Solution—Improve Your Facilitation and Methodology Skills
The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics of an effective facilitator and methodologist. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).
Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and numerous tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.