Friday, April 15, 2016

Planning Documents

By Rick Nason, PhD, CFA
Partner, RSD Solutions Inc.
I worked for an organization that in one area was still very much in a growth mode.  In essence the organization was taking on a new project and the project manager was a lively and energetic person who had a knack for getting things done.  
The launch of the new product was a smashing success and the project manager cemented their reputation for getting things done.  As the new project rolled along, more people were added to the team and slowly things started to become institutionalized.  As more administrators were added, the demand for process and planning documents increased.  However there was a problem; the project manager who brought the project to life and who was still the key player in making things successful was not all that skilled in process and planning documentation creation.  This created a problem as the demand for more and more structure took hold.  It was not long before the project manager was pushed out.
You can probably stop reading as I suspect you know how things ended.  With the original project manager out, the number of processes and planning documents increased, while the quality of the project declined to such a state as to declare it unsustainable.
Professional managers often confuse process and planning documents for getting things done.  Only getting things done is getting things done.  Furthermore, the more experience working with people I have, the more I understand that the skills in getting things done are not the same skills that lead to creating process and planning documents.   This holds for projects and it holds for risk management.