

Manage This - The Project Management Podcast
Velociteach
Welcome to Manage This, the podcast by project managers for project managers. Every first and third Tuesday of the month we have a conversation about what matters to you as a professional project manager. Andy Crowe and Bill Yates, both well respected thought leaders in the project management industry, cover subjects such as project management certification and doing the job of project management, as well as get inside the brains of some of the leaders in the industry and also hear your stories. Subject Matter Experts join the cast to discuss topics ranging from advice for someone just starting in project management, leadership tips, to how to manage the unexpected, manage project teams, and much more. Whether you’re a professional project manager, a PMP, or on the road to becoming one, tune in to hear real advice and relevant information on all things Project Management. If you have questions, we have the project management experts to answer them! Claim 0.5 free PDUs per episode.
Episodes
Mentioned books

Nov 1, 2016 • 45min
Episode 21 – PMI Standards and Role Delineation Study
ANDY CROWE ● BILL YATES ● NICK WALKER ● ERIC NORMAN
NICK WALKER: Welcome to Manage This, the podcast by project managers for project managers. This is our chance to meet with you and talk about the nuts and bolts of project management and what matters most to you as a professional project manager, whether it’s getting certified or simply doing the job of project management. We hear from some of the leaders in the industry and draw on their experience. I’m your host, Nick Walker, and with me are the in-house experts, Andy Crowe and Bill Yates. And talk about experts, Andy, we certainly have one with us in the studio today.
ANDY CROWE: This is an exciting podcast for me, Nick, and I’m not sure I’ve ever looked forward to one more than this. So this is a real treat.
NICK WALKER: Wow. That is saying a lot. Eric Norman has consulted and led projects and business process improvement efforts at AT&T, at Sprint, Delta Airlines, Cox Communications, and the Centers for Disease Control and Prevention, just to name a few. He’s a frequent presenter at national and international trade conferences and is a recognized authority on program management practice. Eric, welcome to Manage This.
ERIC NORMAN: Thank you, Nick. Thank you, Bill and Andy. I’m thrilled to be here.
NICK WALKER: Eric, you sort of have a unique role in all of this. A lot of your work has been in the area of developing standards for the industry, but also in performance of a particular role. Given your extensive background, give us a little brief overview of your current role in project management.
ERIC NORMAN: I actually have two roles. One is an employment-type role; the other is volunteer. So from an employment perspective, when I’m working with clients and working with leaders, I’m focused on alignment of strategy in the organization with the delivery of the initiatives that they have. On the volunteer side, I’ve had a lot of experience with standards, as you mentioned.
But most recently I’m working on the Certification Governance Council. The Governance Council is a subcommittee of PMI’s Board of Directors, and it oversees the strategy and governance of PMI certifications, the eight certifications. So we look historically at what has happened with the development of certifications over the course of PMI’s history. And we look out into the future five years, 10 years, 15, 20 years; and we talk about how to manage what we have currently as a family of certifications, and what does the marketplace demand coming forward. And that’s a fairly active interaction between PMI’s Global Operations Center, the staff, CEO and all the vice presidents and staff at PMI, but also the Board of Directors who oversee that staff.
So it’s a very active and interesting role; and I get to see the relationship between certifications, the performance of the role, and the standards that kind of guide that performance.
ANDY CROWE: Eric, just to clarify, earlier you used the word “performance.” So you’re not looking at the performance of the certification, you’re looking at the performance of the role? Is that correct?
ERIC NORMAN: We actually are looking – both.
ANDY CROWE: So what does that mean? What does the performance of the certification mean from your standpoint? What do you track?
ERIC NORMAN: PMI – you could think of the certifications for PMI as products. PMI has three major components of their product set. They have knowledgeware, which are standards and things of that nature.
ANDY CROWE: The PMBOK Guide...
ERIC NORMAN: PMBOK Guide.
ANDY CROWE: ...being a prime example flagship.
ERIC NORMAN: Absolutely. And it is the flagship. The other standards, the practice standards and the guides – so the knowledgeware and the publications that PMI is also involved in. The second big component is membership.
BILL YATES: Right.
ERIC NORMAN: So there is a large effort to always manage the members and their experience and those things.

Oct 18, 2016 • 33min
Episode 20 – Scary Project Stories
From wolf rats to sleeping monsters, scary project stories you won't believe. All project managers face risks. Listen if you dare

Oct 4, 2016 • 32min
Episode 19 — Advice for Someone Just Starting in Project Management
ANDY CROWE ● BILL YATES ● NICK WALKER
NICK WALKER: Welcome to Manage This, the podcast by project managers for project managers. Every two weeks we meet to talk about the things that matter most to you as a professional project manager. These include the ins and outs of just doing the job of project management; how to get certified and stay certified. And we hear from some of the leaders in the industry.
I’m your host, Nick Walker. And with me are the in-house experts, Andy Crowe and Bill Yates. You’ve got questions? They’ve got answers. Hey, guys. It’s been a couple of weeks since we were all together. It’s good to be back with you.
BILL YATES: Yeah.
ANDY CROWE: It’s good to be reunited.
NICK WALKER: I hope you both look forward to this time as much as I do. This is a great time to get together. And I mentioned that we like to deal with questions. One of the questions we’ve been hearing about is earning PDUs. As most of us know, we need 60 PDUs, those are Professional Development Units...
BILL YATES: Correct.
NICK WALKER: ...every three years to keep the PMP credential current. And when somebody works that hard to get that credential, they don’t want to lose it.
BILL YATES: That is true.
NICK WALKER: Simply because they don’t get enough PDUs.
BILL YATES: Right.
NICK WALKER: So we’ve mentioned it before, but it’s probably a good idea to go into more detail. We actually offer PDUs, free PDUs to our listeners.
ANDY CROWE: Right. This podcast is good for PDUs. And Nick, just one thing to add a little color to that is it’s not just the PMP. You’ve got to have them for all the PMI credentials. So PgMP, CAPM, PMI-ACP.
BILL YATES: ACP, yup.
ANDY CROWE: All of them. PfMP. So this is the currency of our people.
NICK WALKER: Let’s talk a little bit about how to get some of those PDUs from this podcast. Each Manage This Episode, I understand, is registered with PMI as a “Category A PDU.”
BILL YATES: Yeah. That means it’s top of the line, top-shelf platinum level.
NICK WALKER: Oh, yeah. And, you know, we’ve aligned each episode to the appropriate areas of PMI’s Talent Triangle. Tell us a little bit about that.
ANDY CROWE: Yeah. You’ve got to have – so there’s three legs of a Talent Triangle, hence the word “triangle.” There’s technical skills, there’s leadership, and there’s business savvy. And you have to have at least eight PDUs from each of those legs. So now the days are gone when you can read a book and claim all of your PDUs from reading a book or from giving back to the profession, which used to be a lot of people would get involved in their chapter, and they would give back, and they would get their PDUs that way. Now you have to have a certain number from training. And so this really comes in handy here.
NICK WALKER: And the great thing is we make it simple here. All you have to do is go to Velociteach.com and select “Manage This Podcast,” Manage This Podcast from the top of the page, and you’ll see a big button right there. It says “Claim PDUs.” And that spells out the steps. You can find the PMI Activity ID by selecting the episode from the list. You’ll see that near the top of the page, as well.
BILL YATES: Correct, right, you’ll see it right there. And that’s the data that you need to submit that PDU claim. And like you said, the Claim PDUs button, that spells out all the nitty-gritty details for those PMs. And they can follow along and check off the list and see it right there on PMI.org.
NICK WALKER: So this is an easy way of getting the PDUs. I hope lots of folks will take advantage of that. So let’s give them some information so they can...
BILL YATES: Earn the PDU, yeah.
NICK WALKER: Yeah, let’s do it. You know, sometimes it’s good to kind of take a step back. You know, we’ve talked about a lot of things over the last several weeks with all these podcasts.

Sep 20, 2016 • 35min
Episode 18 — Thor, The Norse God of Project Management
ANDY CROWE ● BILL YATES ● NICK WALKER ● JOEL “THOR” NEEB
NICK WALKER: Welcome to Manage This, the podcast by project managers for project managers. Every two weeks we get together to discuss the things that matter to you as a professional project manager. We talk about project management certification and doing the job of a project manager, and we hear from some of the leaders in the industry. I’m your host Nick Walker, and with me are our in-house experts, Andy Crowe and Bill Yates. And by the way, on the day we’re recording this, Andy, you’re getting ready to deliver the keynote address at PMI Honolulu.
ANDY CROWE: I am heading out to Honolulu to be at that chapter. I’ve been there before, and I’m really excited. I’m talking about the Talent Triangle, which is getting a lot of buzz within PMI: the technical, the leadership, and the strategy triangle and how that applies to our own career.
NICK WALKER: And, by the way, our guest today is delivering the opening keynote in a few days at the Project Management Institute’s Global Congress for North America in San Diego. And this is a guy who probably has enough fascinating stories that we could probably sit here for hours and never exhaust them all. It’s amazing how you find these guys. I’m really looking forward to this today. Our guest is Joel Neeb. His friends call him Thor. Are we friends enough to call you Thor?
JOEL NEEB: I definitely think so, yeah, absolutely.
NICK WALKER: Okay. Okay. Well, Thor, welcome to Manage This. We are fortunate to have you here with us.
JOEL NEEB: Thanks, Nick. It’s a real pleasure to be here.
NICK WALKER: Now, before we begin, let me give just a quick rundown of your background for our listeners. Thor was an F-15 pilot. He escorted the U.S. President through the sky. He flew missions to ensure the safety of our country after the attacks of 9/11. He was a technical leader of 300 of the most senior combat pilots in the Air Force. He’s a graduate of the United States Air Force Academy, of the McCombs School of Business at the University of Texas. He’s now the president of Afterburner, leading a team of more than 70 elite military professionals, and with them has trained almost two million business professionals and fostered elite teams for Fortune 100 companies, companies in the tech industry, finance, medical devices, and several NFL teams. We could keep going. But we want to stop there and give you time to talk to us. Thor, first of all, why Thor? I’ve got to know that.
JOEL NEEB: So, you know what, for every call sign there’s two versions of the story. The version one is safe for public consumption, and we could tell that right now, which is Thor and the Thor’s Hammer. I was an instructor, and so I was known as “The Hammer” as the instructor. And then there also is a two-beverage minimum version of the story which is a little less flattering for me and probably pretty embarrassing and sounds a lot less cool than the first version of the story. But it’s a lot of fun.
NICK WALKER: Does it have anything to do with your chiseled Greek god looks?
JOEL NEEB: It definitely does not, at that point. There’s an embarrassing story associated with it, like every good call sign should have.
NICK WALKER: Okay, okay. Well, we’ll just have to go into that one after the mics are off.
JOEL NEEB: There you go.
NICK WALKER: Okay. Well, first of all, tell us the concept of Afterburner. How do fighter pilots speak into the world of project management?
JOEL NEEB: Well, you know, in my world, Nick, I was flying Mach 2. I had 350 instruments in front of me. I was going in and out of the clouds. I had four, sometimes seven wingmen flying with me at any given point in time. And I have to manage this complex universe and figure out, as I’m going inside and in and out of the clouds, how to keep these wingmen from running into each other,

Sep 6, 2016 • 42min
Episode 17 — Negotiation Tips From Ellen Smith
ANDY CROWE ● BILL YATES ● NICK WALKER ● ELLEN SMITH
NICK WALKER: Welcome to Manage This, the podcast by project managers for project managers. This is our every other week chance to meet and talk about the things that matter most to you as a professional project manager. What does it take to get started in the field? To get certified? And how do you survive?
I’m your host, Nick Walker. And with me are our resident experts, Andy Crowe and Bill Yates. They’ve experienced the challenges, they’ve tasted the victories of project management, and they want to share their experience with you.
And, guys, we are fortunate once again to have a special guest in the studio today. Ellen Smith is an attorney with Holt Ney in Atlanta. She deals with commercial real estate, wireless telecommunications, and land use; and her clients range from single individual member limited liability companies to nonprofit hospitals to Fortune 500 companies. Varied in her talents, for sure. Ellen, thanks so much for being with us on Manage This.
ELLEN SMITH: Thanks for having me.
NICK WALKER: We are so looking forward to talking with you about our topic today, and that is negotiation. But before we get there, Andy and Bill, let’s talk a little bit about the need for negotiation when it comes to project management. Andy?
ANDY CROWE: And Nick, I want to back up. You said we’ve “tasted the victories of project management”?
NICK WALKER: That’s my impression.
ANDY CROWE: Bill, is that your experience of your work in project management?
BILL YATES: What I conjure up is more of a bitterness, you know, like the most bitter coffee.
ANDY CROWE: Thinking the bitter dregs?
BILL YATES: Yeah, yeah, yeah. That coffee that’s been sitting there all day.
NICK WALKER: So it’s more the agony of defeat than the thrill of victory.
BILL YATES: Maybe.
ANDY CROWE: You know, it’s one of those – you remember the old saying that you have to have a strong stomach to see how the sausage is made?
NICK WALKER: Yes, yes.
ANDY CROWE: And when you go back and sometimes see how a project gets done, and see what it takes to get there, you’d better have a strong stomach and a strong sense of yourself. But no, I’m excited about this topic because it’s this whole idea of negotiation. And the project manager is in such a difficult position. And this is what nobody really stops to think about. So you’ve got the organization. You’ve got this whole group of stakeholders. You’ve got senior management. And you’ve got sponsors, users, customers, all of these people.
And the way I think about it is sort of picture them in an inverted pyramid. So that’s on the top side of the pyramid, this triangle pointing down, with the tip pointing down. And then below you, you’ve got the team. And that can include a lot of different people. It can include virtual relationships. It can include dedicated straight-line reporting relationships. And the PM is stuck in the middle between those two points. So there’s a...
BILL YATES: Two very sharp points.
ANDY CROWE: They can get very sharp.
BILL YATES: Yes, very pointy.
ANDY CROWE: And so there’s this idea that the project manager is constantly negotiating everything, all day every day. That’s really a lot of the job, at the heart of the job. You could call the person a “project negotiator” as opposed to a project manager. I mean, there are people who just tick off boxes and say yes, complete, check, check. And we think about those as maybe a coordinator.
BILL YATES: Right.
ANDY CROWE: But in this case a project manager has to go back in the kitchen and make the sausage. And it is tricky, and sometimes it’s very ugly, and it’s a lot of work.
BILL YATES: Yeah. There are third parties that they’re having to rely on to provide valuable deliverables for this project. So they’ve got contracts, perhaps, with third parties.

Aug 16, 2016 • 27min
Episode 16 — Project Recovery and Turnaround Part 2
ANDY CROWE ● BILL YATES ● NICK WALKER
NICK WALKER: Welcome to Manage This, the podcast by project managers for project managers. Every two weeks we get together to talk about what matters to you as a professional project manager. We cover what it takes to get certified, what it takes to do the job of project management.
I’m your host, Nick Walker. And beside me are our in-house experts, Andy Crowe and Bill Yates. They are project managers for project managers. They instruct other project managers and those working to become one. So, guys, last time we talked about projects that are in trouble. And we want to catch the trouble before they go up in flames. We talked about a lot of ways to do that. So let’s recap just a little bit and then go forward and talk about how we get to the end and really make this project a success.
ANDY CROWE: You know what, Nick, this is something we need to be talking about in the project management community. So the approach that most companies take is they say, well, we’re going to look at ways to never get in this situation. But the truth is over two thirds of projects come in over time and over budget, and they don’t meet the critical success factors. They don’t hit that target, that elusive butterfly of success. They never capture it in their net. And so what do you do if you’re in that situation? And to be honest, I’ve taught and mentored PMs before who live in that situation, so it’s not an unusual thing. It’s just difficult to talk about.
NICK WALKER: Two thirds of projects. That’s an amazing statistic.
ANDY CROWE: Yeah, the actual numbers are worse than that. But we’re going to be happy and say two thirds.
BILL YATES: And it’s a reality. So why not get tooled up in learning how to do this part of my job as a project manager? And we, you know, the first session we talked about the first step is identifying that, identifying when I’m in a project that is in serious trouble, so how to detect it. We talked about smelling the smoke and looking at the canary.
ANDY CROWE: Yeah, Bill liked the more intuitive approach, and I advocated for the data-driven approach. But those two meet, absolutely. Those two intersect.
BILL YATES: Absolutely.
NICK WALKER: And then we have to come up with just the correct approach. And there are a couple of different ways to go there, too.
BILL YATES: Yeah. Some companies, they go with the tiger team, the parachute in the expert that’s me to come fix everything. And then what we really focused on more was the do-it-yourself, the you are leading a project. You’ve determined that it is in serious trouble. So what are you going to do about it?
NICK WALKER: And I loved how you emphasized so much the need to try to keep calm because intuitively this is the time that you’re going to be the least calm, perhaps.
BILL YATES: Yeah. You’ve gone to that “in case of emergency” box. You’ve busted it open, and you’re trying to calm yourself down so that you can actually lead the team with competency and professionalism.
ANDY CROWE: Right. We talked about last time nobody’s at their best leading out of fear.
NICK WALKER: And then there was that aha moment for me where we talked about trying to move forward, but in order to do that you’ve got to move backward before you do.
BILL YATES: Right. Yeah, you have to do root cause analysis. You have to fully understand what is the problem. Maybe, to Andy’s point before, we’ve got some reports that have shown some troubling trends. We have the data in front of us. Now we’ve got to roll our sleeves up, get into it, and figure out what is causing us to miss our milestones. Why are our budgets suddenly blowing up? Why are all the errors and defects suddenly cropping up where they weren’t before?
ANDY CROWE: So Bill, let me ask you a question in starting us off in the next step here. You’re dealing with a lot of different dynamics. Some of those may, we talked about the last time,

Aug 2, 2016 • 30min
Episode 15 — Project Recovery and Turnaround Part 1
ANDY CROWE ● BILL YATES ● NICK WALKER
NICK WALKER: Welcome to Manage This, the podcast by project managers for project managers. This is our every week chance to meet and talk about what matters most to you as a professional project manager. We talk about getting started, getting certified, getting the stuff of project management done.
I’m your host, Nick Walker, and beside me are our in-house experts, Andy Crowe and Bill Yates. They are project managers themselves. They mentor other project managers and those working to become one. And guys, today’s topic addresses what might be to some teams sort of an elephant in the room, the fact that many projects don’t move along as we originally envision. In fact, Andy, sometimes, as a friend of mine once put it, you know, when the manure hits the combine blades...
ANDY CROWE: Right, the fertilizer hits the ventilation system, sure.
NICK WALKER: Yeah, right.
ANDY CROWE: Yeah, and you know what, a lot of times figuring out what to do with a troubled project, with a project that’s in distress, and where do you start? And a lot of PMs spend time in this space. This isn’t an unfamiliar territory for a lot of people.
BILL YATES: Yeah, people should not be surprised by this. This happens. This is a part of project management. There’s a quote by William A. Cohen. He says: “All successful projects are simply a long series of adversities that must be overcome. Adversity is normal.”
NICK WALKER: So we just need to look reality in the face and say, okay, this is just going to happen. Adversity is going to happen. But is there a difference between just simple adversity, you know, little roadblocks that come in the way, or something that is really in flames?
ANDY CROWE: Well, there certainly can be. A lot of times project managers start a project. They don’t have any input into the finish date. They don’t have input into the schedule, necessarily, or the budget. And now they kind of have to find some way to meet the goals of the project. By the time that they get added, they’re already in trouble.
NICK WALKER: Yeah. So sometimes it’s even almost too late. So what do you do at that point? How do you sort of regroup and pick up?
BILL YATES: Yeah, and that’s what we’ll focus on today is looking at those troubled projects, those that are in recovery mode, those that need turnaround.
ANDY CROWE: Right. And so Bill, maybe not just the ones in recovery mode, but the ones that need to be in recovery mode.
BILL YATES: Right.
ANDY CROWE: Maybe they’re going along, business as usual. They haven’t detected trouble yet. So let me ask you, if you’re thinking about a project, what’s the canary in the coal mine to you to know if there are problems on the project, to know if it’s time to kind of circle the wagons and start thinking about it differently, put it in recovery mode? When do you – what are some of the triggers?
BILL YATES: Yeah. There are – that’s the perfect place to start. There are many triggers to me, many signs to look at to detect trouble. And some of those are real soft skill type things. You’ve got to read people. Others are hardcore metrics. So you start, if I think about soft skill stuff, Andy, I think about some of the past projects that I’ve worked on where things, the train came off the rails. And many times you could pick up on it in your interaction with a customer. The customer’s attitude towards you or towards the project or towards the team changed.
ANDY CROWE: Right.
BILL YATES: In some cases, the customer disappeared. They no longer had an interest in the project. And that was scary. That’s scary.
ANDY CROWE: Well, as long as the money’s still flowing, I guess it’s not all that scary.
BILL YATES: Yeah, right. Yeah, you may think, you know, well, there are times when I wish my customer would go away so we could get something done.

Jul 19, 2016 • 29min
Episode 14 — Tim Kelly, the SAFe Agilist
ANDY CROWE ● BILL YATES ● NICK WALKER ● TIM KELLY
NICK WALKER: Welcome to Manage This, the podcast by project managers for project managers. It’s a great opportunity to talk about what matters most to you. Whether you’re a professional project manager, or maybe you’re working toward one of your certifications, we want to help spark your imagination, light a fire under you, and encourage you along the way. And we do that by talking about issues, friends in the field, and hearing from those in the trenches who are doing the job of project management.
I’m your host, Nick Walker, and with me are two guys who know the score when it comes to project management. They’ve been there, done that. They know what it takes to succeed. And they are here to help you succeed. They are our resident experts, Andy Crowe and Bill Yates. And guys, as we look back over our previous podcasts, we’ve had some amazing guests on our show. And Andy, it looks like we’ve got another heavy-hitter today.
ANDY CROWE: We do. We’ve got a great guest. Tim Kelly with McKesson is in the house today. So welcome, Tim.
TIM KELLY: Thank you.
NICK WALKER: Let’s meet you, Tim; okay? Tim Kelly, an executive director of technology for McKesson. He’s with the company’s Business Performance Services business unit. He has more than 20 years of experience in information technology, information systems management, software and product development, program and project management, as well as wearing many other hats. Tim, welcome to Manage This.
TIM KELLY: Thanks. Awesome to be here.
NICK WALKER: Tell us a little bit more about you. We want to get to know you a little bit better.
TIM KELLY: I have a kind of a unique background. I grew up managing McDonald’s restaurants, and that was an opportunity to shape the foundation of how I understand people and how to manage profit principles. So it was a unique opportunity.
NICK WALKER: You know, a lot of people might laugh at that: “I started at McDonald’s.” But that is a perfect example of putting what you’ve learned into practice in bigger arenas.
TIM KELLY: Absolutely. I was studying economics at the University of Utah and had an opportunity to practice what I was studying at the same time. I learned management principles and clearly a number of key projects. An example would be trying to put a new HVAC on the roof. So it had to happen, and you had to figure that out as a manager of a restaurant. So absolutely had an opportunity to apply the principles. I wasn’t yet certified at the time, to be clear. This was many years ago. But I did recently have a chance to hook up with Velociteach and become certified.
BILL YATES: Yeah, so 2009, Nick. I had the pleasure of standing in front of a class and looking at the eager eyes of Tim Kelly as he was mastering the Project Management Institute’s framework on project management. And Tim and I are friends. We go back further than that. But it was a rare treat for me to have a buddy in the classroom.
TIM KELLY: Yeah.
BILL YATES: And it was a lot of fun helping you reach that goal.
TIM KELLY: It was awesome. I tell you what, I also trained for a number of years. So I opened a training business with Packard Bell NEC in my past. And just a quick plug for the work that you guys do, the approach, the mnemonic approach about how to retain and learn information, absolutely awesome. Scored very highly on both the pretest at the end of Bill’s session and then of course did really well on the exam. So not only did it prove useful from an exam perspective, but I think the approach allowed me to retain the content and then leverage that in business. So that’s just true-to-life real stuff from someone who’s gone through it and then had to leverage it.
ANDY CROWE: Outstanding.
NICK WALKER: Yeah, bring us up to date now. What are some of the hats you’re wearing right now?

Jul 5, 2016 • 33min
Episode 13 – Performance Reviews Pt. 2
ANDY CROWE ● BILL YATES ● NICK WALKER
NICK WALKER: Welcome to Manage This, the podcast by project managers for project managers. Every two weeks we meet to talk about what matters to you as a professional project manager. We’re into project management certification, doing the job of project management, and we get inside the brains of some of the leaders in the industry.
I’m your host, Nick Walker; and beside me are the resident experts Andy Crowe and Bill Yates. Now, in a perfect world you could look up “project manager” in the dictionary, and you’d find their pictures right beside the definition. They are the epitome of project management. They’re project managers themselves. They instruct other project managers and those working to become one.
Now, guys, we decided that this topic deserved a double header. So we’re going to pick up where we left off last time. The subject, Andy, performance reviews.
ANDY CROWE: Yeah, Nick. In the podcast number 12, the last time, we dealt with this topic kind of generally. And this time we’re going to get a little bit more specific. We’re going to get into some best practices, some practical tools and techniques.
But to me, one of the things that we can do here is look at other organizations who are doing it right. Last time we talked about a couple of ways that were outmoded, maybe that didn’t work so well anymore. Now we want to look at the ones who are doing it right. What are they doing? How are they approaching it? You know, because things change. The same techniques that worked in the 1940s maybe don’t translate so well today. A lot of organizations are doing some of the things the same way we did them in the ‘60s and ‘70s, and it’s time to take a fresh look at it. So we’re going to try and update that.
But the bigger point here, this is one of those areas that causes project managers a lot of anxiety in giving performance reviews. They don’t want to do it. They get torqued up about it. And a lot of times it’s even worse when you’re on the receiving end. You know, you sit there, and you and I both know, everybody, everybody who’s listening to this podcast has probably had the experience where your manager gives you a performance review. You hear several things you’re doing right, and then maybe one thing that you’re not doing so well. And what do we walk away and focus on and obsess about the rest of the week is that one thing. So we’re going to look at all of this today, but we’re going to get a lot more practical.
NICK WALKER: Okay. Before we get into some of those best practices, let’s rewind just a second, talk about maybe what sets a good performance review apart from a bad one. Last time we talked about the old school we’re all familiar with, the annual review, the bell curve. Now we’re talking about a new way, less formal, more frequent reviews. We talked about some of the companies that have been involved in this new way, Bill.
BILL YATES: Right, companies such as Accenture, Adobe, Deloitte, and GE. Those are some places where we can take a peek and see what’s working for them and distill some best practices from that and share that.
NICK WALKER: So some of the things we want to get into today are how to give a performance review; when to give a performance review; how to receive a performance review. So let’s talk a little bit about some of these. Let’s spend some time talking about when. When is the best time to do this?
BILL YATES: Yeah, and this was interesting. So we talked about the breakaway from the annual review and how, like the companies I just mentioned, they’re ditching the annual review and saying this doesn’t make sense. There’s too long of a gap between the performance and the review, the feedback. Let’s make it more frequent, and let’s make it less formal. Quarterly seems to be the rhythm that is coming out in most cases.
However, we talked about in our first episode some of the Agi...

Jun 21, 2016 • 30min
Episode 12 – Performance Reviews Pt. 1
Giving and receiving performance reviews is an anxiety-producing event. We’re talking through that from a project manager’s perspective.