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Experience is the teacher of fools:
Project management lessons learned

              Frederick Zarndt
          frederick@frederickzarndt.com
                 Sponsored by




                      1
                                          1
the problem
Experience is a dear teacher but fools will learn at no other.
                      Benjamin Franklin

Wise men learn by other men's mistakes, fools by their own.
                        H. G. Wells




                              2
                                                                 2
the problem


the 2009 CHAOS Report (The Standish Group) reports
    that of all software projects surveyed, 44% are
  “challenged”, 24% failed, and only 32% succeeded




                          3
                                                      3
the problem



 Roger Sessions estimates that the worldwide cost of IT
        failure is USD $500 billion per month




Roger Sessions: CTO of ObjectWatch. He has written seven books including Simple Architectures for Complex
Enterprises and many articles. He is a founding member of the Board of Directors of the International
Association of Software Architects.

                                                    4
                                                                                                            4
the problem


in a recent survey of 1230 IT professionals conducted
   by Embarcadero Technologies, 2 of the 3 biggest
   project challenges cited by the IT pros are “poor
       planning” and “poor or no requirements”




                           5
                                                        5
the problem


 in a March 2007 web poll conducted by the Computing
Technology Industry Association "nearly 28 percent of the
      more than 1,000 respondents singled out poor
   communications as the number one cause of project
                        failure"




                            6
                                                            6
the problem

in a white paper written for Project Perfect by Taimour al
Neimat, he lists

 •   poor planning
 •   unclear goals and objectives
 •   objectives changing during the project
 •   unrealistic time or resource estimates
 •   lack of executive support and user involvement
 •   failure to communicate and act as a team
 •   inappropriate skills

as primary causes for the failure of complex IT projects


                               7
                                                             7
the problem

a recent tender from an (anonymous) government agency
  • project to convert ~ 170,000 text images to xml
  • value of project ~ USD $180,000
  • 19 pages of definitions, governing law, proposal
    evaluation criteria, contractual conditions, instructions
    about tender response format, etc
  • technical requirements description? < 1 page
  • data acceptance criteria? “a high level of accuracy”



                              8
                                                                8
the problem

a recent program established by a prominent national
library
  • digitize more than 20 million text pages
  • high level image and xml requirements
  • value of work awarded? > USD $5,000,000
  • after award of work, METS xml technical requirements
    expand to 43+ pages from ~3 pages
  • acceptance criteria? added as an afterthought and not
    well defined



                            9
                                                            9
the problem


acceptance criteria for a digitization program at a
prominent library

      character accuracy > 80%
      word accuracy > 75%
      significant word accuracy > 65%




                             10
                                                      10
the problem

typical tender evaluation criteria in priority order

   1. understanding of requirements
   2. reputation of service bureau
   3. price




                         11
                                                       11
12
     12
about me




   13
           13
the problem


communication
  acceptance
 requirements




      14
                14
the illusion
In theory, there's no difference between theory and practice, but in
                          practice, there is.
                              Anonymous

The single biggest problem in communication is the illusion it has
                          taken place.
                       George Bernard Shaw




                                 15
                                                                       15
the illusion
  waterfall requirements

for each product release repeat
{
      gather requirements
      create architecture
      design
      implement
      test
      use -or- sell
}
until (company goes out of business)




                      16
                                       16
the illusion
                  requirements

a recent tender from an (anonymous) government agency
  • project to convert ~ 170,000 text images to xml
  • value of project ~ USD $180,000
  • 19 pages of definitions, governing law, proposal
    evaluation criteria, contractual conditions, instructions
    about tender response format, etc
  • technical requirements description? < 1 page
  • data acceptance criteria? “a high level of accuracy”



                              17
                                                                17
the illusion
            acceptance criteria

acceptance criteria for a digitization program

      character accuracy > 80%
      word accuracy > 75%
      significant word accuracy > 65%




                             18
                                                 18
the illusion
       why (better) communication is necessary




                                                     19
Copyright United Media. Used with permission.
                                                               19
the illusion
             what did you say?



“...in my opinion you will be very fortunate to get this
person to work for you...”




                             20
                                                           20
the illusion
                     what do you see?
The young girl                          The old woman
is turning away...                      is very sad...




                            21
                                                         21
the illusion
                perception



much of what you think happened or what you think you
          heard is based on misperception




                         22
                                                        22
23
     23
Genetic difference at most 0.5%




                       23
                                  23
the illusion
                  humans are different

• estimated number of neurons in an adult human brain 10,000,000,000 (1011)*
• estimated number of synapses in an adult human brain:100,000,000,000,000
  (1014)

• estimated number of synaptic connections for each neuron: 7,000
• number of combinations of n (1011) neurons with s (7000) synapses, C (n, s) = C
  (1011, 7000) is very large (for example, the number of combinations of n (52)
  cards taken 5 at a time C (52,5) is 2,598,960




 * anotherestimate is 86 x 109 total neurons, 16.3 x 109 in the cerebral cortex and 69 x 109 in the
 cerebellum.

                                                    24
                                                                                                      24
the illusion
                perception
• mother and daughter




                        25
                               25
the illusion
                      perception
• mother and daughter
• Innocence Project
  • eyewitness misidentification is the single greatest cause of wrongful
     convictions, playing a role in more than 75% of convictions
     overturned through DNA testing.

  • exonerated 258 wrongfully convicted men (as of Aug 2010)




                                   26
                                                                            26
the illusion
                      perception
• mother and daughter
• Innocence Project
  • eyewitness misidentification is the single greatest cause of wrongful
     convictions, playing a role in more than 75% of convictions
     overturned through DNA testing.

  • exonerated 258 wrongfully convicted men (as of Aug 2010)
• Crab Nebula supernova
  • in 1054 a star in the region of what is now know as the Crab Nebula
     exploded. For several days it was the 3rd brightest object in the sky,
     bright enough to be seen in daytime.

  • the supernova was observed and recorded by Chinese, Japanese, and
     Arab astronomers and by native Americans. There are few and very
     obscure recorded European observations.

                                    27
                                                                              27
the fix
Experience is that marvelous thing that enables you to recognize a
                 mistake when you make it again.
                            F. P. Jones




                                28
                                                                     28
the fix
             value of simplicity


“Perfection is attained, not when there is nothing left to
   add, but when there is nothing left to take away.”
                 Antoine de St. Exupery




                            29
                                                             29
the fix
value of prototypes and pilot batches

  “Plan to throw one away; you will anyhow. If there is
  anything new about the function of a system, the first
   implementation will have to be redone completely to
  achieve a satisfactory (i.e., acceptably small, fast, and
 maintainable) result. It costs a lot less if you plan to have
                       a prototype.”

                                     Butler Lampson



Butler Lampson was a founding member of Xerox PARC, worked for DEC, and now works at Microsoft
Research. He is an adjunct professor at MIT and an ACM Fellow.

                                                 30
                                                                                                 30
the fix
                           value of simplicity


 “There are two ways of constructing a software design:
one way is to make it so simple that there are obviously no
deficiencies and the other way is to make it so complicated
          that there are no obvious deficiencies.”
                       C.A.R. Hoare




Professor Sir Charles Anthony Richard Hoare Emeritus Professor at Oxford University, Senior Researcher at
Microsoft Research, recipient of the ACM Turing Award, author of many books on computers and software.

                                                    31
                                                                                                            31
the fix
                good requirements

• unitary: the requirement addresses one and only one thing
• complete: the requirement is fully stated in one place with no
    missing information
•   consistent: the requirement does not contradict any other
    requirement and is fully consistent with all authoritative
    external documentation
•   atomic: it does not contain conjunctions, for example, "the
    code field must validate American and Canadian postal codes"
    should be written as two separate requirements
•   traceable: the requirement meets all or part of a business need
    as stated by stakeholders and authoritatively documented



                                32
                                                                      32
the fix
     good requirements (continued)

• current: the requirement has not been made obsolete by the
    passage of time
•   feasible: the requirement can be implemented within the
    constraints of the project
•   unambiguous: the requirement is concisely stated without
    recourse to technical jargon, acronyms
•   verifiable: the implementation of the requirement can be
    determined through one of four possible methods: inspection,
    demonstration, test, or analysis




                                33
                                                                   33
the fix
requirements and acceptance criteria



      Wikipedia on data quality: The processes and
technologies involved in ensuring the conformance of data
     values to requirements and acceptance criteria




                           34
                                                            34
the fix
requirements and acceptance criteria



          “a high level of accuracy”




                      35
                                       35
the fix
requirements and acceptance criteria



      “article titles must be 99.5% accurate”




                        36
                                                36
the fix
requirements and acceptance criteria


  “article title characters in each issue must be 99.5%
 accurate, that is, each issue may have no more than 5
         errors in 1000 article title characters”




                           37
                                                          37
the illusion
  waterfall requirements

for each product release repeat
{
      gather requirements
      create architecture
      design
      implement
      test
      use -or- sell
}
until (company goes out of business)




                      38
                                       38
the fix
     agile requirements

gather general requirements
create architecture
build prototype software
test
repeat
{
      use software
      adjust prototype and/or add new feature
      test
}
until (user says stop or runs out of money)


                     39
                                                39
the fix
   agile data conversion

create requirements and acceptance criteria
repeat
{
      digitize (small) pilot batch
      test data against acceptance criteria
      adjust requirements and acceptance criteria
}
until (no more adjustments are necessary)
digitize more data




                      40
                                                    40
the fix
why (better) communication is necessary



  “projects are about communication,
 communication, and communication”




 Elenbass, B. (2000). “Staging a Project: Are You Setting Your Project Up for Success?”. Proceedings of the
 Project Management Institute Annual Seminars & Symposiums.


                                                           41
                                                                                                              41
the fix
simple principles for (good) communication

         •   be impeccable with your word
         •   don’t take anything personally
         •   don’t make assumptions
         •   always do your best
         •   be mindful




                             42
                                              42
the fix
why (better) communication is necessary

 no communication ...




                        43
                                          43
the fix
why (better) communication is necessary

 no communication ...
 little communication ...




                       44
                                          44
the fix
why (better) communication is necessary

 no communication ...
 little communication ...
 poor communication ...




                       45
                                          45
the fix
why (better) communication is necessary

 no communication ...
 little communication ...
 poor communication ...
 reduced communication ...




                     46
                                          46
the fix
why (better) communication is necessary


 no communication ...
 little communication ...
 poor communication ...
 reduced communication ...
  ... all result in more assumptions about intent!



                        47
                                                     47
the fix
      how do you communicate?

• communication is at most 30% verbal!
• remainder - 70% or more - is comprised of gestures,
 facial expressions, tone of voice, posture, odors, ...

• telephone communication removes gestures, facial
 expressions, posture, odors, etc. only words and tone of
 voice remain

• written communication - email, requirements, etc -
 removes all modes of communication save for words



                            48
                                                            48
the fix
         how to communicate

simple       keep it simple stupid (KISS principle)

repeat       say it twice in different ways

listen       repeat what you hear

respect      respect yourself and others




                     49
                                                      49
conclusion


for future projects give especial attention to

        good, open communication
            clear requirements
         clear acceptance criteria




                       50
                                                 50
?
We all admire the wisdom of people who come to us for advice.
                        Jack Herbert


                    Frederick Zarndt
               frederick@frederickzarndt.com

                         Sponsored by




                             51
                                                                51

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Project management lessons from experience

  • 1. Experience is the teacher of fools: Project management lessons learned Frederick Zarndt frederick@frederickzarndt.com Sponsored by 1 1
  • 2. the problem Experience is a dear teacher but fools will learn at no other. Benjamin Franklin Wise men learn by other men's mistakes, fools by their own. H. G. Wells 2 2
  • 3. the problem the 2009 CHAOS Report (The Standish Group) reports that of all software projects surveyed, 44% are “challenged”, 24% failed, and only 32% succeeded 3 3
  • 4. the problem Roger Sessions estimates that the worldwide cost of IT failure is USD $500 billion per month Roger Sessions: CTO of ObjectWatch. He has written seven books including Simple Architectures for Complex Enterprises and many articles. He is a founding member of the Board of Directors of the International Association of Software Architects. 4 4
  • 5. the problem in a recent survey of 1230 IT professionals conducted by Embarcadero Technologies, 2 of the 3 biggest project challenges cited by the IT pros are “poor planning” and “poor or no requirements” 5 5
  • 6. the problem in a March 2007 web poll conducted by the Computing Technology Industry Association "nearly 28 percent of the more than 1,000 respondents singled out poor communications as the number one cause of project failure" 6 6
  • 7. the problem in a white paper written for Project Perfect by Taimour al Neimat, he lists • poor planning • unclear goals and objectives • objectives changing during the project • unrealistic time or resource estimates • lack of executive support and user involvement • failure to communicate and act as a team • inappropriate skills as primary causes for the failure of complex IT projects 7 7
  • 8. the problem a recent tender from an (anonymous) government agency • project to convert ~ 170,000 text images to xml • value of project ~ USD $180,000 • 19 pages of definitions, governing law, proposal evaluation criteria, contractual conditions, instructions about tender response format, etc • technical requirements description? < 1 page • data acceptance criteria? “a high level of accuracy” 8 8
  • 9. the problem a recent program established by a prominent national library • digitize more than 20 million text pages • high level image and xml requirements • value of work awarded? > USD $5,000,000 • after award of work, METS xml technical requirements expand to 43+ pages from ~3 pages • acceptance criteria? added as an afterthought and not well defined 9 9
  • 10. the problem acceptance criteria for a digitization program at a prominent library character accuracy > 80% word accuracy > 75% significant word accuracy > 65% 10 10
  • 11. the problem typical tender evaluation criteria in priority order 1. understanding of requirements 2. reputation of service bureau 3. price 11 11
  • 12. 12 12
  • 13. about me 13 13
  • 14. the problem communication acceptance requirements 14 14
  • 15. the illusion In theory, there's no difference between theory and practice, but in practice, there is. Anonymous The single biggest problem in communication is the illusion it has taken place. George Bernard Shaw 15 15
  • 16. the illusion waterfall requirements for each product release repeat { gather requirements create architecture design implement test use -or- sell } until (company goes out of business) 16 16
  • 17. the illusion requirements a recent tender from an (anonymous) government agency • project to convert ~ 170,000 text images to xml • value of project ~ USD $180,000 • 19 pages of definitions, governing law, proposal evaluation criteria, contractual conditions, instructions about tender response format, etc • technical requirements description? < 1 page • data acceptance criteria? “a high level of accuracy” 17 17
  • 18. the illusion acceptance criteria acceptance criteria for a digitization program character accuracy > 80% word accuracy > 75% significant word accuracy > 65% 18 18
  • 19. the illusion why (better) communication is necessary 19 Copyright United Media. Used with permission. 19
  • 20. the illusion what did you say? “...in my opinion you will be very fortunate to get this person to work for you...” 20 20
  • 21. the illusion what do you see? The young girl The old woman is turning away... is very sad... 21 21
  • 22. the illusion perception much of what you think happened or what you think you heard is based on misperception 22 22
  • 23. 23 23
  • 24. Genetic difference at most 0.5% 23 23
  • 25. the illusion humans are different • estimated number of neurons in an adult human brain 10,000,000,000 (1011)* • estimated number of synapses in an adult human brain:100,000,000,000,000 (1014) • estimated number of synaptic connections for each neuron: 7,000 • number of combinations of n (1011) neurons with s (7000) synapses, C (n, s) = C (1011, 7000) is very large (for example, the number of combinations of n (52) cards taken 5 at a time C (52,5) is 2,598,960 * anotherestimate is 86 x 109 total neurons, 16.3 x 109 in the cerebral cortex and 69 x 109 in the cerebellum. 24 24
  • 26. the illusion perception • mother and daughter 25 25
  • 27. the illusion perception • mother and daughter • Innocence Project • eyewitness misidentification is the single greatest cause of wrongful convictions, playing a role in more than 75% of convictions overturned through DNA testing. • exonerated 258 wrongfully convicted men (as of Aug 2010) 26 26
  • 28. the illusion perception • mother and daughter • Innocence Project • eyewitness misidentification is the single greatest cause of wrongful convictions, playing a role in more than 75% of convictions overturned through DNA testing. • exonerated 258 wrongfully convicted men (as of Aug 2010) • Crab Nebula supernova • in 1054 a star in the region of what is now know as the Crab Nebula exploded. For several days it was the 3rd brightest object in the sky, bright enough to be seen in daytime. • the supernova was observed and recorded by Chinese, Japanese, and Arab astronomers and by native Americans. There are few and very obscure recorded European observations. 27 27
  • 29. the fix Experience is that marvelous thing that enables you to recognize a mistake when you make it again. F. P. Jones 28 28
  • 30. the fix value of simplicity “Perfection is attained, not when there is nothing left to add, but when there is nothing left to take away.” Antoine de St. Exupery 29 29
  • 31. the fix value of prototypes and pilot batches “Plan to throw one away; you will anyhow. If there is anything new about the function of a system, the first implementation will have to be redone completely to achieve a satisfactory (i.e., acceptably small, fast, and maintainable) result. It costs a lot less if you plan to have a prototype.” Butler Lampson Butler Lampson was a founding member of Xerox PARC, worked for DEC, and now works at Microsoft Research. He is an adjunct professor at MIT and an ACM Fellow. 30 30
  • 32. the fix value of simplicity “There are two ways of constructing a software design: one way is to make it so simple that there are obviously no deficiencies and the other way is to make it so complicated that there are no obvious deficiencies.” C.A.R. Hoare Professor Sir Charles Anthony Richard Hoare Emeritus Professor at Oxford University, Senior Researcher at Microsoft Research, recipient of the ACM Turing Award, author of many books on computers and software. 31 31
  • 33. the fix good requirements • unitary: the requirement addresses one and only one thing • complete: the requirement is fully stated in one place with no missing information • consistent: the requirement does not contradict any other requirement and is fully consistent with all authoritative external documentation • atomic: it does not contain conjunctions, for example, "the code field must validate American and Canadian postal codes" should be written as two separate requirements • traceable: the requirement meets all or part of a business need as stated by stakeholders and authoritatively documented 32 32
  • 34. the fix good requirements (continued) • current: the requirement has not been made obsolete by the passage of time • feasible: the requirement can be implemented within the constraints of the project • unambiguous: the requirement is concisely stated without recourse to technical jargon, acronyms • verifiable: the implementation of the requirement can be determined through one of four possible methods: inspection, demonstration, test, or analysis 33 33
  • 35. the fix requirements and acceptance criteria Wikipedia on data quality: The processes and technologies involved in ensuring the conformance of data values to requirements and acceptance criteria 34 34
  • 36. the fix requirements and acceptance criteria “a high level of accuracy” 35 35
  • 37. the fix requirements and acceptance criteria “article titles must be 99.5% accurate” 36 36
  • 38. the fix requirements and acceptance criteria “article title characters in each issue must be 99.5% accurate, that is, each issue may have no more than 5 errors in 1000 article title characters” 37 37
  • 39. the illusion waterfall requirements for each product release repeat { gather requirements create architecture design implement test use -or- sell } until (company goes out of business) 38 38
  • 40. the fix agile requirements gather general requirements create architecture build prototype software test repeat { use software adjust prototype and/or add new feature test } until (user says stop or runs out of money) 39 39
  • 41. the fix agile data conversion create requirements and acceptance criteria repeat { digitize (small) pilot batch test data against acceptance criteria adjust requirements and acceptance criteria } until (no more adjustments are necessary) digitize more data 40 40
  • 42. the fix why (better) communication is necessary “projects are about communication, communication, and communication” Elenbass, B. (2000). “Staging a Project: Are You Setting Your Project Up for Success?”. Proceedings of the Project Management Institute Annual Seminars & Symposiums. 41 41
  • 43. the fix simple principles for (good) communication • be impeccable with your word • don’t take anything personally • don’t make assumptions • always do your best • be mindful 42 42
  • 44. the fix why (better) communication is necessary no communication ... 43 43
  • 45. the fix why (better) communication is necessary no communication ... little communication ... 44 44
  • 46. the fix why (better) communication is necessary no communication ... little communication ... poor communication ... 45 45
  • 47. the fix why (better) communication is necessary no communication ... little communication ... poor communication ... reduced communication ... 46 46
  • 48. the fix why (better) communication is necessary no communication ... little communication ... poor communication ... reduced communication ... ... all result in more assumptions about intent! 47 47
  • 49. the fix how do you communicate? • communication is at most 30% verbal! • remainder - 70% or more - is comprised of gestures, facial expressions, tone of voice, posture, odors, ... • telephone communication removes gestures, facial expressions, posture, odors, etc. only words and tone of voice remain • written communication - email, requirements, etc - removes all modes of communication save for words 48 48
  • 50. the fix how to communicate simple keep it simple stupid (KISS principle) repeat say it twice in different ways listen repeat what you hear respect respect yourself and others 49 49
  • 51. conclusion for future projects give especial attention to good, open communication clear requirements clear acceptance criteria 50 50
  • 52. ? We all admire the wisdom of people who come to us for advice. Jack Herbert Frederick Zarndt frederick@frederickzarndt.com Sponsored by 51 51