Module 8 of 12

Managing Execution 1

Module 5 built the plan and Module 7 put it on the table. Module 8 is the week. You decide on Friday what Monday starts with, and you compare what happened to what the plan said.

Written lesson · the complete walkthrough · companion to the Quick Reference

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1The problem

Monday, 7:40

Monday, 7:40. You open the laptop with 3 things you mean to do.

At 8:15 a contractor calls about a submittal. At 9:00 a designer needs a decision to keep drawing. At 10:30 a client email arrives that deserves a careful answer, so you save it for later.

Later becomes 4:00. Two people stop at your desk, and one of them is your Principal in Charge.

You look up and it is 5:30. You did good work all day. None of it was the work you planned.

That day is a normal day, and it happens because you are good at what you do. The skill you bring to managing projects puts you at the center of problem solving for those around you. If you don’t protect your time, those problems can eat up all of the time you need to do the most important work of the project.

You are not alone feeling this way. Researchers shadowed information workers through their real workdays and found that people held one thread of work for an average of 11 minutes before switching to something else, and interrupted work came back an average of 25 minutes later. Put simply, if you don’t protect your time, interruptions every 15 minutes can quickly become the norm.

Work routes to you because you resolve it. The volume is evidence the project needs you.

The same volume is why the work that most needed your attention this week never got done. Nobody chose to skip it. There was simply no version of the week where it was identified, prioritized, protected, and completed.

Now Tuesday. Your Principal in Charge asks how Oakhaven is going, and you say:

“It’s going well.”

How do you know?

The answer usually assembles itself out of the inbox, the last team meeting, and the sense that everybody is busy. The team worked hard this week. That is true every week, but hard work alone says nothing about progress. Busy and on track separate slowly, and nothing tells you the moment they become out of sync.

Both of those weeks have one cause:

Nothing was decided before the week started, and nothing was compared after it ended.

Recall, before you go on

From memory. Module 5 produced a picture of the work for this phase. Name the 4 things the planning process addresses and plans.

The work broken down, priced, sequenced, and staffed, then drawn as an effort curve. Those 4 are the expectation. They are also what you compare against every week in this module, so a weak Module 5 plan is felt here first.

By the end of Module 8, you'll be able to:

2The gap

Friday decides Monday

Successful Project Managers decide the week on the Friday before it starts. They look ahead, identify what needs their attention, and build the next week with intention, while it is still in front of them.

That habit holds up under study. Research shows that proactive time management practice tracks with job performance, and the effect was stronger in the recent studies than in the older ones. This means that the better you are at time management, the better you perform, and the effects are more important today than they were 10 years ago.

Your Friday planning process does 2 jobs, and the order matters.

It compares the week that just ended to the plan, then it builds the week that starts Monday.

The comparison comes first, because what it identifies becomes next week’s priorities.

The four questions

Every Friday, before you close the week, ask four questions about the project in front of you.

What matters most?
Who needs something from me?
What should already be underway?
What am I avoiding?

Those are simple questions. Answering them honestly is what changes Monday. Decide what you are going to do about each answer and then structure your approach for next week.

The comparison

What does the question “how is the project going?” truly ask?

Behind “how is the project going” sits a sharper question.

How does the project compare to the plan?

Progress only carries meaning against an expectation, and Module 5 built the expectation for this phase. If you do not have a plan to compare against, any assessment of progress is subjective.

Planning is not just for show. Research shows that comparing progress against a plan improves performance, even when actual performance drifts from the plan. The act of reviewing against a concrete, planned checkpoint is what enhances performance.

Across 138 experiments and almost 20,000 people, people who monitored progress toward a goal were more likely to reach it, and the effect was larger when the check was written down. This is true of projects.

Writing down where the project should be and then writing down where it is at a given progress checkpoint, by itself, improves performance.

The key is to then turn any gap you identify into action, and it starts with the way you proactively set next week’s priorities.

MONDAY SET BY THE INBOXA contractor calls about a submittal8:15A designer needs a decision9:00A client email saved for later10:30Two people stop at your desk4:00A COMPETENT COORDINATOR'S MONDAYMONDAY DECIDED ON FRIDAYThe elevations conversation is booked8:30Thursday's client prep is protected30 minThe dispatch follow up has an ownerNew work replaces something namedAN ACCOUNTABLE OWNER'S MONDAY
Same inbox, different outcome. Every item on the left is real work, and all of it still arrives on the right. The difference is that 3 things already hold time on the calendar before the first call comes in.
Remember. Busy is true every week. On track is a comparison, and you can only make it against a plan.
3The method

Two plans, four lines

The plan that belongs to you

The project already has a plan. The Project Plan shows when the work happens, the design milestones, the submittals, the reviews, and the dates the team is building toward.

You need a second plan that plans your specific work. Call it the PM Plan. It shows when you personally will perform the leadership and management actions that keep the Project Plan's work moving.

The Project Plan belongs to the project. The PM Plan belongs to you.

Build it across three horizons and scan all 3 every Friday. Most weeks the first horizon fills and the other 2 hold 1 or 2 items each, and those items are the ones that stop the project from arriving unprepared.

NEXT WEEKWhat has to move, andwho is waiting on me?ON OAKHAVENElevations has to startMonday, and the hoursconversation cannot slipTHE NEXT SEVERAL WEEKSWhat needs attention nowbecause it has lead time?ON OAKHAVENKaren's City Councilbriefing is 3 weeks outTHE NEXT MILESTONEWhat has to be true beforethe project gets there?ON OAKHAVENThe owner furnisheddispatch system is stillunresolved
Three horizons, one PM Plan. The Oakhaven items in horizons 2 and 3 looked urgent to nobody the week they were written down. That is the point of scanning all 3.

Seven fields, and a time on the calendar

For every item that needs your attention next week, fill in 7 fields.

FieldThe question it answers
PriorityWhat matters next?
PM ActionWhat do I personally need to do?
PeopleWho needs to be involved?
Date and timeWhen will I address it?
CommunicationWho needs to know, and through what channel?
Project ControlWhere will the outcome live, in the Decision Log, the risk controls, or the schedule?
ClosureHow will I know it is closed?

Answer those 7 and a priority has turned into a plan. If you cannot complete every field, the plan is not finished.

The fourth field carries more weight than it appears. Across multiple tests of goal follow through, adding a specific when and where produced a medium to large gain in the number of people who did the thing they intended. So put the work on your calendar.

If you need a conversation Monday morning, schedule it. If you need 30 minutes Thursday to prepare a client update, protect the time. If someone owes the project a decision Friday, schedule the follow up before Friday arrives.

The fourth field

A priority with no time assigned to it is still an intention. An intention shows up on nobody's calendar but yours.

Four lines the plan from Module 5 already set.

For any week of a phase, the Project Plan already answers four questions. Each one is a line you compare against, and each answer already exists in a document you own.

LineThe question the plan already answersWhere the answer lives
WorkWhich packages should be done by now, and which should be active?The Work Breakdown Structure and the schedule
TimeWhere should the work sit against the next milestone and the critical path?The schedule
EffortWhose hours should have gone in, and how many?The budget and the resource plan
Fee earnedHow much of the fee should the completed work have earned?The effort curve, also called the earned value curve

Planning quality sets what this review during the project costs you.

With a good plan every line is a lookup and the whole review takes minutes. With a weak plan every line becomes an investigation, and investigations don't get run every week.

The plan sets the price of monitoring, and the higher the price, the less often the review happens at all.

Remember. If you can't state the planned condition, that is the finding. Build the plan first.
4The build

One Friday on Oakhaven

The routine runs in 5 steps, in this order, once a week. Give it 30 minutes.

1Reviewthe four lines2Routeevery gap3Scanthree horizons4Fillthe 7 fields5Scheduleday and timeFRIDAY AFTERNOON, 30 MINUTESThe review runs first because what it finds becomes next week's priorities.Monday starts on step 5, already decided.
The Friday routine. Five steps, one page, once a week. Steps 1 and 2 look backward at the plan. Steps 3, 4 and 5 build the week that follows.

The review

Friday, end of week 7. A 13 week phase, 280,000 dollars of fee. The week 6 milestone, the estimate reconciled to the 40 million dollar construction budget, happened on time, and nothing feels wrong.

Walk the four lines and ask the same thing each time. What must be true to prove progress?

Work. The plan says the estimate package is closed and the elevations package is running. To prove it, the reconciled estimate exists as a finished document and you have seen it. Someone telling you a package is finished tells you what they intend, and the document tells you where the project is. The estimate holds up. Elevations has not started. First gap.

Time. Every active package should sit where the schedule says. Elevations sits on the critical path, and the week 11 submittal absorbs the delay only if the package starts Monday. Same gap, now with a date on it, and recoverable this week.

Effort. Hours spent should match what the budget planned for the work completed. One package is consuming more than its line allowed. Nobody decided that. It accumulated one honest timesheet at a time. Second gap.

Fee earned. The curve says about half the fee by the end of this week. The completed work says a little less. Third gap, and a small one.

The diagnosis takes 3 sentences. Elevations are late. One package is burning hours faster than its budget. Earned fee is slightly behind the curve.

Every gap gets routed the same way, and the route is 3 questions.

No gap? Move on. That is most lines in most weeks.
A gap you can close? It becomes a Priority on next week's PM Plan, with all 7 fields.
Beyond your authority? Escalate it now, while somebody can still act.

Whatever the outcome, it lands in the project controls. A changed date goes into the schedule. A decision goes into the Decision Log. A new exposure goes into your risk tracking.

The plan

The elevations start is a gap you can close yourself, so it goes on next week's PM Plan as a Priority with all 7 fields filled.

FieldThe Oakhaven answer, week 8
PriorityThe elevations package has not started, and it sits on the critical path.
PM ActionGet elevations under way and settle the hours overrun in the same conversation.
PeopleThe architect of record and the lead on the elevations package.
Date and timeMonday 8:30, 30 minutes, before the week gets away from you.
CommunicationMarcus Webb, by email Monday afternoon, once the start date is agreed.
Project ControlThe schedule. The resequenced elevations dates go in the same day.
ClosureElevations is under way and the week 11 submittal date has not moved.

Two more entries come out of the three horizon scan, and neither one is urgent yet. Karen Whitfield's next City Council briefing is 3 weeks away, so you block 30 minutes Thursday to start the progress narrative. The owner furnished dispatch system is still unresolved and design work ahead depends on it, so you name who can move it and schedule the follow up.

Monday, already decided

Monday arrives. Same inbox, same meetings, different outcome. Your first conversation is already scheduled. Thursday's client preparation already has time protected. The dispatch follow up already has an owner.

The plan will change. A client call creates a new priority. A technical issue needs attention. When something new arrives, decide what it replaces.

Timing is what the review buys you. Found in week 7, the late elevations package costs a Monday conversation with the team. Found in week 11, it costs another person, or overtime, or both. Early discovery buys options, and by week 11 those options have expired.

Remember. Review it. Route it. Scan it. Fill it. Schedule it. Then Friday comes again.
5Transfer

Put it to work

On your throughline project, this week

  • Write the four lines for the current week. What the plan says, what is true, and the difference. Four sentences are enough. If you cannot state the planned condition on a line, write that down, because it is the finding.
  • Take one gap or one Friday answer and fill all 7 fields on it. An empty field means the plan is not finished.
  • Put that Priority on your calendar with a day and a clock time before you close Friday.
  • Next Friday, run the routine again and write down what moved, what did not, and what changed.
Challenge, from memory

Put the page away. Name the four Friday questions, the three horizons, the 7 PM Plan fields, and the four lines you compare against.

The four questions. What matters most, who needs something from me, what should already be underway, and what am I avoiding. The three horizons. Next week, the next several weeks, and the next milestone. The 7 fields. Priority, PM Action, People, Date and time, Communication, Project Control, Closure. The four lines. Work, time, effort, and fee earned.

Next. The Quick Reference is your job aid, and the PM Planner is where the plan gets written. Build the week on the planner, print it, and run Monday to Friday off the paper.

Sources for the findings stated on this page.

Fragmented workday. Mark, Gonzalez and Harris (2005). No task left behind? Examining the nature of fragmented work. CHI 2005. 24 information workers, 11 minutes 4 seconds on one working sphere, 57.1 percent of segments interrupted, resumed after 25 minutes 26 seconds.

Time management and performance. Aeon, Faber and Panaccio (2021). Does time management work? A meta analysis. PLOS ONE 16(1) e0245066. 158 studies, N = 53,957, r = .25 with job performance.

Progress monitoring. Harkin, Webb, Chang, Prestwich, Conner, Kellar, Benn and Sheeran (2016). Does monitoring goal progress promote goal attainment? Psychological Bulletin 142(2), 198 to 229. 138 experiments, N = 19,951, d = 0.40, larger when progress was recorded.

Setting a time and a place. Gollwitzer and Sheeran (2006). Implementation intentions and goal achievement. Advances in Experimental Social Psychology 38, 69 to 119. 94 independent tests, d = .65.

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