My latest whitepaper, Managing Expectations in large-scale enterprise projects, is for professionals striving to master this art. Many of my capabilities were learned through painful experiences, and I offer these insights for free so others can avoid making the same mistakes I have.
This whitepaper is for internal project managers, vendors, clients, delivery professionals, solution enablement, and really anyone else involved in directly or indirectly managing complex projects and the involved stakeholders. It is part of a broader set of training materials I have developed for consultants. However, I believe this particular topic has far broader relevance, and I’m hoping it has the potential to positively affect the industries and organisations that I work with. This led to my decision to release it for free via my blog and social media.
This article provides an overview of the whitepaper's main topics — each a chapter in a project’s lifecycle — offering actionable strategies and insights based on my experiences.
1. RFQs, RFPs, and other stakeholder briefs
This chapter addresses the often-frustrating process of project bidding, which is common in large enterprises. It looks at stakeholder briefs such as Requests for Proposals (RFPs), guiding readers through the common and better ways to collect stakeholder requirements.
2. Requirements and risks
Focusing on the critical phase of gathering requirements, this section emphasises the importance of identifying and mitigating project risks. It highlights the need for clarity in requirements to manage expectations effectively and discusses strategies to anticipate and address potential risks, ensuring smoother project execution.
3. Definition of done (DoD)
A clear, upfront definition of what constitutes 'done' is crucial for aligning expectations. This chapter explores how to establish these parameters effectively, ensuring all parties have a shared understanding of project completion criteria and how to avoid misunderstandings.
4. Estimation and timelines
Estimating project timelines is often fraught with challenges. This section offers insights into making accurate estimations and setting realistic timelines. It discusses the impact of these elements on stakeholder expectations and provides tips for balancing ambition with feasibility.
5. Project delivery
Throughout the delivery phase, it remains critical to manage expectations, especially when unforeseen events occur. This chapter delves into strategies for maintaining stakeholder confidence throughout the project lifecycle, addressing the importance of communication and flexibility in response to unforeseen events.
6. Wrap-Up and handover
The final phase of a project, the wrap-up and handover, should solidify a strong relationship between the involved parties. This section discusses best practices for concluding projects in a manner that meets or exceeds expectations, focusing on thorough documentation, clear communication, and ensuring a smooth transition
Each chapter provides insights and practical strategies for professionals involved in managing large, complex projects. The whitepaper addresses project and stakeholder management, common root causes, and specific behaviours that need additional attention. It's a guide that recognises the multifaceted nature of project management and offers a holistic approach to improving the chances of success.
Download now and embark on a journey to transform your approach to project and stakeholder management.
Download the Managing Expectations Whitepaper (PDF, 2.65mb)