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Establish a Community of Practice in 7 Easy Steps

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Written by Dr. Andrew Makar   
Wednesday, 22 July 2009 13:45
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Establishing a project management community of practice requires a modest amount of effort, but if you follow these steps, you’ll have your first community of practice meeting within a few weeks. The steps are neither complex nor time-consuming, but they do require some planning to ensure a successful community of practice launch.

Step 1: Write a mini-charter

As project managers, it shouldn’t surprise you that the first step in any initiative is to draft a brief charter describing the goals, objectives and scope of the community of practice. Developing the charter is an important step since it establishes the key goals and objectives about project management community of practice and describes the groups overall intent. It is a useful document that can be shared with other business units, departments or interested participants.

The charter doesn’t need to be a massive ream of information. Usually a one- or two-page charter document is sufficient to describe the purpose, benefits, goals and objectives. The estimated duration for this activity is one to two hours. If you’re brainstorming the scope with a few team members, it may take you a little longer to synthesize ideas and reach consensus.

Step 2: Create a presentation about the COP

The next step is to draft a presentation deck using your favorite presentation. You don’t need a lot of slides--just enough to convey the idea, scope, benefits and next steps with the community of practice sponsor. A brief outline may include:
  • Definition of the COP
  • Objectives
  • Scope
  • Assumptions and Dependencies
  • Topics and Event Calendar
  • Sponsor Responsibilities
Attached to this article is a sample template you can use to promote your own community of practice.

Step 3: Identify a sponsor and obtain buy-in


Once you have your presentation deck assembled, schedule a meeting with a key leader in the organization who you think might champion the idea of a community of practice. An obvious choice is your organization’s enterprise project management office, although some communities of practice may be reluctant to ask the PMO to be the main sponsor.
Due to the dynamic learning nature of the community of practice, tailored or modified project management practices and tools may be introduced. Sometimes these tools and techniques are not PMO-sanctioned and a community of practice may feel pressured to obtain the PMO’s blessing before sharing an effective idea. I’ve worked with various PMOs where the staff in the PMO is no longer as close to project or program delivery and lose perspective on tactical project management. Other PMOs are excellent sponsors for a community of practice since they uses it as feedback mechanism for new processes and standards.

The senior leader in your organization should be willing to champion the community of practice’s efforts. The sponsor’s commitment shouldn’t cost anything as the community of practice is a free, self-directed team interested in promoting project management and sharing lessons learned throughout the organization. The sponsor should be willing to promote the community of practice as news in an upcoming staff meeting or department meeting.

Step 4: Establish a planning committee


Initiating, planning and executing a community of practice isn’t a one-person show. Successful communities of practice have several self-directed team members that are willing to serve on a planning team to identify project management topics and manage meeting logistics. Depending on the scope, a community of practice planning team may ask for representation from each business unit as a method to promote and exchange planning ideas across the organization.

Once you have your planning group assembled, brainstorm a list of potential project management topics, identify internal and external guest speakers, and draft a calendar of events for the community of practice’s activities throughout the year. You don’t need to plan the entire year at once. Adopting an interactive approach to refine upcoming events is an effective technique to generate new ideas and modify presentations based on changes within the organization.

A community of practice event doesn’t have to be a formal presentation of a project management topic. A community of practice can sponsor PMP certification study groups, professional networking events and even social nights out to get to know one another. In one community of practice, the organization sponsored a Project Management Summit that promoted all the company’s internal project management resources including methodology teams, PMO support, training courses and additional learning resources. The summit included project management software and training vendors and featured different informational sessions on project management topics. New and experienced project managers quickly learned about all the resources available to them.

Step 5: Select a date from your first COP event


Your first community of practice event doesn’t need to be as ambitious as a project management conference. Start with something small that will provide immediate value to the project managers in the organization. A favorite topic of mine is “Lessons Learned in MS-Project” since MS-Project has a learning curve and if you don’t use it correctly then project managers can quickly become discouraged.
“Lunch and Learns” or brown bag sessions are an easy way to host an event. Attendance is usually better if you offer some incentive to attend (i.e. food) but this might be cost prohibitive depending on the size and budget. The key is to provide a forum for project managers to network and encourage knowledge sharing. Feeding them doesn’t hurt either.


Step 6: Promote and Market the COP


Leverage your community of practice sponsor to communicate the upcoming event. Ask to attend your sponsor’s next staff meeting and provide a brief five-minute overview of the community of practice. Ask the staff members to cascade the information to their organizations. Another effective technique is to ask the PMO to send an invitation to all the project managers in the organization. A week or two before the first community of practice event, post flyers on bulletin boards or in common areas where people will see the flyers.
Promoting isn’t difficult to do but requires some time to get the word out and start generating buzz about the community of practice. If your planning committee has representation from each business unit, you can cascade your event and each representative to promote the community of practice in their organization.

Step 7: Host your first COP event


Conducting your first event can follow a simple format. Ask your sponsor to kick off the event with a few words about the importance of the community of practice and benefit of sharing lessons learned across the organization. Deliver the project management topic and allocate time for questions and answers. Remember to ask members to sign-in and leave their e-mail address as you may want to contact them directly regarding future events. Have a few hard copies of the presentation materials available and ensure the materials are distributed electronically before or after the event.

If your organization has a multiple participants from other locations, considering hosting the event with Web conferencing software like WebEx or Live Meeting. Depending on the PM topic, you may want to consider recording the event for reuse and include it in a project management library. If you find yourself presenting on the same topic frequently, a downloadable copy of the presentation may save you the headache of delivering the same presentation again and again. Ask your enterprise PMO to host the presentation materials on their department website or create your own site to archive the information for future visitors.

Initiating a project management community of practice is a straightforward exercise in effectively planning and promoting a series of meetings. By following these steps, you’ll effectively establish a learning resource pool that will help contribute to the PM maturity and the raise the awareness of PM and lessons learned with the organization. In the next article, we’ll review the stages of community of practice development.

This article was written by Andy Makar and previously published on www.gantthead.com
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Promoting Your Project Management Brand

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Written by Dr. Andrew Makar   
Tuesday, 21 July 2009 12:00
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As project managers, we often promote our projects within an organization and market the project benefits to key stakeholders.

However, how often do you promote your own project management brand in the marketplace?

Gantthead published my article on promoting YOUR own project management brand and it is available at http://www.gantthead.com/content/articles/250414.cfm.  The  article provides a few creative approaches to establishing your PM brand and reputation using a variety of social media approaches.

One example on how you can improve your PM profile with GoogleDocs and LinkedIn.  Linkedin.com is one example of social media at work, and I’m assuming everyone has heard of it. It is a useful professional networking alternative to the more personal social networking sites like Facebook or MySpace. If you haven’t created a profile or haven’t updated it in a while, you’ll want to log back in and review some of the latest features.  One of the nifty features is the integration with GoogleDocs.  LinkedIn integrates with Google Docs and with a few clicks your Google Doc hosted presentation is embedded on your LinkedIn profile.

It is a useful tool to showcare your own project management expertise while contributing to the community at large.  Ofcourse you don't want to publish your company's strategic roadmap, but a lessons learned presentation that has been generalized for a larger PM audience would be an excellent topic.  I encourage you to log back into your LinkedIn profile and share a relevant PM presentation with your network using GoogleDocs.   I’ve used this tool to promote a recent public presentation on mind mapping and it is an easy way to share information in a slideshow format.

You spend a lot of time promoting and communicating your project at work.  Take a few minutes and promote yourself!

Check it out at:

http://www.linkedin.com

You can also view an example of GoogleDocs on my profile at http://www.linkedin.com/in/amakar

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Recommendation: Lifescripts

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Written by Dr. Andrew Makar   
Monday, 20 July 2009 13:31
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If you ever wondered how to approach difficult conversations, ask for a raise, or successfully communicate a sensitive topic, then Lifescripts will provide some guidance. The book provides several tough scenarios and provides a flow chart for each conversation. It is a useful tool to prepare for a difficult conversation while professionally framing the issue. As project managers, we often run into difficult conversations during the forming and storming phases of team development and Lifescripts provides a solid set of scripts to guide you along!

I've used the scripts in the book several times to plan constructive conversations around sensitive issues. The dialogue process flows give you some real world advice on potential outcomes of these sensitive and challenging conversations.

You can preview the contents from Lifescripts: What to Say to Get What You Want in Life's Toughest Situations at Amazon.

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Recommendation: Scaling Software Agility: Best Practices for Large Enterprises

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Written by Dr. Andrew Makar   
Wednesday, 08 July 2009 13:31
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If there is one book to recommend when investigating Agile for your organization, this is it!  Dean's book easily conveys Agile concepts within an Enterprise setting.  The real world of IT controls, governance, PMO, and infrastructure services are addressed with an Agile focus.  The book provides a good overview of various adaptive lifecycle methodologies and provides a generic framework to apply to your organization.  Highly recommended for teams exploring Agile in the enterprise world!
You can preview the contents from Scaling Software Agility: Best Practices for Large Enterprises (Agile Software Development Series) at Amazon.
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Recommendation: Agile Software Development with Scrum

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Written by Dr. Andrew Makar   
Wednesday, 08 July 2009 13:22
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If you're new to Agile and want to read one of the foundational books in managing software development with Scrum then you'll definitely benefit from this book!  Take a tour of YouTube and search for Scrum videos and you'll also find several good videos from Ken Schwaber.

You can preview the contents from Agile Software Development with Scrum (Series in Agile Software Development) at Amazon.
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