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Ruffin Veal & Associates, Inc.
presents….
Project Relationship
Management
Agenda
• Introduction
• Sponsor
• Steering Committee
• Subject Matter Experts
• End-Users
• Functional Area Management
• Organizational Project Management
• Vendors
• Project Relationship Rapport
• Project Relationship Dos and Don’ts
• Summary
• Questions
Introduction
What is a Relationship?
•The state of being related by kindred, affinity
or other alliance
or
•A state of affairs existing between those
having relations or dealings
Introduction
What is Project Relationship Management?
• PRM is the active development,
cultivation and maintenance of
project-associated relationships.
Introduction
The 7 Primary aspects of PRM include:
The Project Manager and…
 Sponsor
 Steering Committee
 Subject Matter Experts
 End-Users (customers)
 Functional Area Management
 Organizational Project Management
 Vendors
The Sponsor
“He/She who has the gold ……..”
He/She who has the gold…..
• Controls the project’s financial resources
• Has final say as to project’s fate
• Be clear about his/her expectations
• Keep him/her well informed
• Be first to inform him/her of negative
project impacts
• You should never assume “all is well” with
this relationship
The Steering Committee
“E Pluribus Unum”
E Pluribus Unum
• Primary and secondary stakeholders
• Be aware of conflicting priorities, desires
and needs
• Be aware of biased opinions and support
• Hear and see (non-verbally) what is being
communicated while taking bias into
account
• Remain focused on overall project
objectives
Subject Matter Experts
“Is this really my job?”
Is this really my job?
• Your project may be perceived as
secondary concern and an intrusion on
their “real” job
• Functional area management gives their
reviews and has their primary focus
• Actively seek their expertise
• Ask yourself “What’s in it for them?”
• Present the project as an opportunity
The End-User
“Get them in your corner!”
Get them in your corner!
• Beneficiaries of the project deliverables
• May or may not include functional area
SMEs
• Be aware of apprehension concerning
changes to their work environment
• Be sure to hear/address their concerns
and keep them involved in the process
• Their willingness to embrace your project
can determine success or failure
Functional Area Management
“Let’s make a deal”
Let’s make a deal
• SMEs and end-users report here
• Multiple functional areas may be involved
in project; multiple FA managers
• Source of human resources for the project
• FAM has priority on their resources unless
those resources are “dedicated” to you
• Negotiate and agree on the distribution
and allocation of HR throughout project
Organizational Project Management
“Managing your manager”
Managing your manager
• Adhere to your organization’s Project
Management culture
• Make sure performance review expectations
are clearly defined for each project
• Establish a comfortable working relationship
• Encourage the exchange of insights,
opinions, feedback and information
• Open/honest communication is essential
Project Vendors
“You’re the boss”
You’re the boss
• You now have “responsibility with authority”
• Don’t be in awe of industry heavyweights
• Remember, vendors are sales people
• Clearly define/monitor vendor
accountabilities and expectations for your
project/organization and ensure that they
are met
• Establish well defined guidelines and
metrics for vendor compliance
Project Relationship Rapport
• Based on Relationship Counterpart (RC)
concerns
• What concerns does each team member
have as a result of your project?
• RC accountabilities + Your project = RC
concerns
Project Relationship Rapport
• The Sponsor and Steering Committee
– Concerns are at a strategic level
– Fiscal and Budgetary
– Long term Departmental & Organizational Plan
Project Relationship Rapport
• Subject Matter Experts and End-Users
– Concerns are at a job description level
– New/modified job related tasks and activities
– Effect of project on their daily routine
– New skills anxiety
Project Relationship Rapport
• Functional Area Management
– Concerns are human resource oriented
– Availability of area personnel
– Schedule impact on other accountabilities
– Ability to provide normal area services
Project Relationship Rapport
• Organizational Project Management
– Concerns are image & service oriented
– PM organization is perceived as providing
valuable service
– PMs as organizational representatives
– Organization justifies its existence
Project Relationship Rapport
• Vendors
– Concerns are image & service oriented
– How vendor organization is perceived
– Sales and technical staff as vendor
organization representatives
– Want to be partners in your project’s success
Project Relationship
Dos and Don’ts
Do…….
• Adopt a servant
management style
• Maintain a knowledgeable
yet humble demeanor
• Be professional
• Be approachable
• Listen more than talk
• Client “yes”, Ego “no”
• Develop a mutually
comfortable rapport
Don’t….…
• Politics
• Sensitive social issues
• Religious ideologies
• Traditional holiday
socializing/greetings
• Personal relationships
• Personal opinions
• Gossip
• Social and professional
cliques
Summary
• Empathize with your relationship counterpart
• Be aware of conflicting priorities and goals
among project participants
• Don’t ignore position related needs,
sensitivities and concerns
• Avoid sensitive commentary and subjects
• Develop non-verbal communication skills
• Develop a PM organizational culture that
values project relationships
And above all
Follow the GOLDEN RULE:
Do unto others…
Questions

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Project Relationship Management Essentials

  • 1. Ruffin Veal & Associates, Inc. presents…. Project Relationship Management
  • 2. Agenda • Introduction • Sponsor • Steering Committee • Subject Matter Experts • End-Users • Functional Area Management • Organizational Project Management • Vendors • Project Relationship Rapport • Project Relationship Dos and Don’ts • Summary • Questions
  • 3. Introduction What is a Relationship? •The state of being related by kindred, affinity or other alliance or •A state of affairs existing between those having relations or dealings
  • 4. Introduction What is Project Relationship Management? • PRM is the active development, cultivation and maintenance of project-associated relationships.
  • 5. Introduction The 7 Primary aspects of PRM include: The Project Manager and…  Sponsor  Steering Committee  Subject Matter Experts  End-Users (customers)  Functional Area Management  Organizational Project Management  Vendors
  • 6. The Sponsor “He/She who has the gold ……..”
  • 7. He/She who has the gold….. • Controls the project’s financial resources • Has final say as to project’s fate • Be clear about his/her expectations • Keep him/her well informed • Be first to inform him/her of negative project impacts • You should never assume “all is well” with this relationship
  • 8. The Steering Committee “E Pluribus Unum”
  • 9. E Pluribus Unum • Primary and secondary stakeholders • Be aware of conflicting priorities, desires and needs • Be aware of biased opinions and support • Hear and see (non-verbally) what is being communicated while taking bias into account • Remain focused on overall project objectives
  • 10. Subject Matter Experts “Is this really my job?”
  • 11. Is this really my job? • Your project may be perceived as secondary concern and an intrusion on their “real” job • Functional area management gives their reviews and has their primary focus • Actively seek their expertise • Ask yourself “What’s in it for them?” • Present the project as an opportunity
  • 12. The End-User “Get them in your corner!”
  • 13. Get them in your corner! • Beneficiaries of the project deliverables • May or may not include functional area SMEs • Be aware of apprehension concerning changes to their work environment • Be sure to hear/address their concerns and keep them involved in the process • Their willingness to embrace your project can determine success or failure
  • 15. Let’s make a deal • SMEs and end-users report here • Multiple functional areas may be involved in project; multiple FA managers • Source of human resources for the project • FAM has priority on their resources unless those resources are “dedicated” to you • Negotiate and agree on the distribution and allocation of HR throughout project
  • 17. Managing your manager • Adhere to your organization’s Project Management culture • Make sure performance review expectations are clearly defined for each project • Establish a comfortable working relationship • Encourage the exchange of insights, opinions, feedback and information • Open/honest communication is essential
  • 19. You’re the boss • You now have “responsibility with authority” • Don’t be in awe of industry heavyweights • Remember, vendors are sales people • Clearly define/monitor vendor accountabilities and expectations for your project/organization and ensure that they are met • Establish well defined guidelines and metrics for vendor compliance
  • 20. Project Relationship Rapport • Based on Relationship Counterpart (RC) concerns • What concerns does each team member have as a result of your project? • RC accountabilities + Your project = RC concerns
  • 21. Project Relationship Rapport • The Sponsor and Steering Committee – Concerns are at a strategic level – Fiscal and Budgetary – Long term Departmental & Organizational Plan
  • 22. Project Relationship Rapport • Subject Matter Experts and End-Users – Concerns are at a job description level – New/modified job related tasks and activities – Effect of project on their daily routine – New skills anxiety
  • 23. Project Relationship Rapport • Functional Area Management – Concerns are human resource oriented – Availability of area personnel – Schedule impact on other accountabilities – Ability to provide normal area services
  • 24. Project Relationship Rapport • Organizational Project Management – Concerns are image & service oriented – PM organization is perceived as providing valuable service – PMs as organizational representatives – Organization justifies its existence
  • 25. Project Relationship Rapport • Vendors – Concerns are image & service oriented – How vendor organization is perceived – Sales and technical staff as vendor organization representatives – Want to be partners in your project’s success
  • 26. Project Relationship Dos and Don’ts Do……. • Adopt a servant management style • Maintain a knowledgeable yet humble demeanor • Be professional • Be approachable • Listen more than talk • Client “yes”, Ego “no” • Develop a mutually comfortable rapport Don’t….… • Politics • Sensitive social issues • Religious ideologies • Traditional holiday socializing/greetings • Personal relationships • Personal opinions • Gossip • Social and professional cliques
  • 27. Summary • Empathize with your relationship counterpart • Be aware of conflicting priorities and goals among project participants • Don’t ignore position related needs, sensitivities and concerns • Avoid sensitive commentary and subjects • Develop non-verbal communication skills • Develop a PM organizational culture that values project relationships
  • 28. And above all Follow the GOLDEN RULE: Do unto others…