Module 9 of 12 · Async + Virtual · 1.5 hours
Managing Execution 2: Leading with Data
Module 9 resources. Start with the written lesson. Keep the Quick Reference and the Monthly Review Field Resource open at the prebill.
Module 9 throughline: Update the Estimated Hours before you read any other number. Then find where the phase is, forecast the finish, name the state, and act on it this month.Module Videos
Two videos, watched in order. Video 9A, Position and Forecast, teaches steps 1 to 5. Video 9B, Bill, Collect and Act, teaches steps 6 to 8 and the weekly check.
Available Open →Module Overview
The 8 step monthly review on the PM dashboard, with the Oakhaven Design Development case and 6 practice calls on 2 more projects. One read with the practice, about 25 minutes.
Available Open →Quick Reference Guide
The job aid. Print it. 7 things to do, 7 to watch out for, 7 to avoid, the numbers, the 3 states, the 4 recovery levers, billing and collections, the weekly check, and a BST Dashboard Explainer.
Available Open →What you will be able to do
- ✓Read Budget Effort, Effort, Revenue, Effort Remaining and the Effort Performance Index the way Grace uses them, and find each one on the PM dashboard.
- ✓Update the Estimated Hours with your team and calculate percent complete as Effort to date divided by Estimated Effort.
- ✓Calculate this month’s invoice, and take the AR action the Module 3 AR Guide sets for an invoice at its age.
- ✓Put a phase in one of 3 states, then choose the first recovery lever and its owner.
- ✓Run the weekly check, and act when Hours Remaining drops below zero.
Tools & resources
Tools & resources you will use
- PM dashboard in BST
- Task Schedule Hours in BST
- AR aging report
- Your Module 5 plan and Phase Roadmap
- Your PM Plan from Module 8
- Module 3 AR Guide
- Module 9 Quick Reference, with the BST Dashboard Explainer
- Monthly Review Field Resource
Listed items are the governance and operational tools tied to this section. Items marked “Participant generated” are built during the work.
The Archetype Lens
In the monthly review, the Coordinator reports the numbers and the People Pleaser holds the invoice.
Both read the PM dashboard correctly. Neither one acts on it this month. The Coordinator waits for the next review. The People Pleaser waits for the client.
Competent Coordinator
Logs and documents instead of intervening. Trusts the meeting cadence over the timely call.
Obsessed Designer
Optimizes for the design. Treats budget, client ops, and team load as someone else’s problem.
People Pleaser
Leads with relationship. Says yes, softens bad news, absorbs cost to dodge the hard conversation.
Accountable Owner
Owns the intersections. Reads signals early, stops work, presents options, protects the outcome.
It is the prebill. Effort to date is exactly on plan. The team’s estimate puts Estimated Effort equal to the Budget Effort, and the client has not paid the last invoice, now at day 45.
Report that spend is on plan. Hold this month’s invoice so the client does not push back, and leave the late invoice to Accounting.
Names the phase off track, takes a recommendation to the PIC this week, bills to percent complete, and makes the specific ask to the client at day 45.