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A Date is a Date 
Managing Internal and External Expectations
Failure is common 
Nearly 70% of projects are 
late, over budget, or don’t meet 
expectations.
Never trust a salesman 
● Sales team job: Bring in new 
business. No matter what. 
● DPM’s job: See past the story that 
sales has painted and determine 
from the very beginning a clearly 
defined scope and timeline. 
● Without clearly defined goals, how 
do you know what to deliver and 
when?
Define expectations from the start 
● Separate the wants vs the 
needs. 
● Get the right info by asking 
the right questions. 
● Build a [Realistic] Timeline.
Ask the right 
questions
Accepting a deadline is a Commitment
Plan with a cushion in mind 
● Set an artificial soft deadline in advance of the stated deadline as a target date 
for completion. 
● Allow more cushion for the higher the degree of uncertainty and complexity of the 
project. 
THE 1.5 RULE 
Client Estimate = Your Estimate X 1.5
Divide and Conquer 
● List out your features 
● Break the whole project into 
smaller pieces 
● Identify the problem child - 
handle it first 
● Take control
Don’t ignore the warning signs
Over Communicate. 
Over Communicate. 
Over Communicate. 
● Be a solid communicator. 
● Call first, e-mail second. 
● Raise risks and concerns to your 
client. 
● Don’t run a project base on 
scope hope.
Protect your deadline
Focus on 
Quality
Don’t talk about the hours 
Talk about the task at 
hand.
Cause and effect of missed dates
Where did it all go wrong? 
❏ Poor Planning 
❏ No time for design 
❏ Unclear goals and objectives 
❏ Lack of understanding 
❏ Objectives changing during the 
project 
❏ Unrealistic time or resource 
estimates 
❏ Lack of executive support and 
user involvement 
❏ Failure to communicate 
❏ Failure to act as a team 
❏ Inappropriate skills 
❏ Lack of Quality management
Learn from mistakes 
● Band-Aids or major surgery? 
● How did “it” happen and how can we keep it from 
happening again? 
● Poor planning or execution? 
● Resist assigning blame.
Prevent future mishaps
Always remember ... 
“There is a great difference between knowing and understanding: you can know a lot about something 
and not really understand it.” 
Charles Kettering
Managing Project Expectations with a Realistic Timeline

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Managing Project Expectations with a Realistic Timeline

  • 1. A Date is a Date Managing Internal and External Expectations
  • 2. Failure is common Nearly 70% of projects are late, over budget, or don’t meet expectations.
  • 3. Never trust a salesman ● Sales team job: Bring in new business. No matter what. ● DPM’s job: See past the story that sales has painted and determine from the very beginning a clearly defined scope and timeline. ● Without clearly defined goals, how do you know what to deliver and when?
  • 4. Define expectations from the start ● Separate the wants vs the needs. ● Get the right info by asking the right questions. ● Build a [Realistic] Timeline.
  • 5. Ask the right questions
  • 6. Accepting a deadline is a Commitment
  • 7. Plan with a cushion in mind ● Set an artificial soft deadline in advance of the stated deadline as a target date for completion. ● Allow more cushion for the higher the degree of uncertainty and complexity of the project. THE 1.5 RULE Client Estimate = Your Estimate X 1.5
  • 8. Divide and Conquer ● List out your features ● Break the whole project into smaller pieces ● Identify the problem child - handle it first ● Take control
  • 9. Don’t ignore the warning signs
  • 10. Over Communicate. Over Communicate. Over Communicate. ● Be a solid communicator. ● Call first, e-mail second. ● Raise risks and concerns to your client. ● Don’t run a project base on scope hope.
  • 13. Don’t talk about the hours Talk about the task at hand.
  • 14. Cause and effect of missed dates
  • 15. Where did it all go wrong? ❏ Poor Planning ❏ No time for design ❏ Unclear goals and objectives ❏ Lack of understanding ❏ Objectives changing during the project ❏ Unrealistic time or resource estimates ❏ Lack of executive support and user involvement ❏ Failure to communicate ❏ Failure to act as a team ❏ Inappropriate skills ❏ Lack of Quality management
  • 16. Learn from mistakes ● Band-Aids or major surgery? ● How did “it” happen and how can we keep it from happening again? ● Poor planning or execution? ● Resist assigning blame.
  • 18. Always remember ... “There is a great difference between knowing and understanding: you can know a lot about something and not really understand it.” Charles Kettering

Notas del editor

  1. Determine the exact deadline for the project’s completion. When is the project due? Is this a firm or flexible deadline? Are there several deadlines for aspects of the project or is there just one for the overall project? Who from your team has final say?
  2. Ask the client what is driving their deadline? Is this a hard deadline? Can you deliver in phases? Is this an arbitrary date Accepting a deadline is a commitment. It’s a promise.
  3. Estimate a project completion date for the entire project. Set an artificial soft deadline in advance of the stated deadline as a target date for completion. Allow more cushion for the higher the degree of uncertainty and complexity of the project Divide the project into several phases if necessary.
  4. don’t miss the warning signs if you over hear a team members talking about the project is failing, bring it up to them.