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What is Issue Management?
Agenda for Today Presented  By Shivender Verma Agenda Some concepts…. Revisited !!! Key areas of Project Management What is Issue Management? Why do Issues Arise ??? Issues – Some Examples I am not interested  in Issue Management… Approach for Issue Management Any tips when Issues arise? Characteristics of  Issue Management System Issue Resolution Checklist
Some concepts…. Revisited !!! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],to meet the needs and expectations of stakeholders for a project Purpose of project management is prediction and prevention, NOT recognition and reaction ,[object Object],[object Object],[object Object],Issue Management
Key areas of Project Management ,[object Object],Communications Management ,[object Object],Quality Management ,[object Object],Issue Management ,[object Object],Scope Management ,[object Object],Human Resource Management  ,[object Object],Risk Management ,[object Object],Cost Management ,[object Object],Change Control Management
What is Issue Management? ,[object Object],Plan Process to make the  appropriate people aware of the issue …..   ……. and then  resolve the issue  as quickly as possible In order to solve this problem , you have to talk to knowledge holders and to the issue stakeholders … And  build the bridge  to close that gap.  Life does not often go according to plan and there might be  issues , gaps  that occur Issue –  Deviation from Common Understanding Process of  building the bridge Issue Management
Why do Issues Arise ??? Communication Communication flow in businesses today is hierarchical, information flows from the top down ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],E-Mail Based Management Most companies utilize emails for Communication ,[object Object],[object Object],Crisis Management Reactive, Fighting fires ,[object Object],[object Object]
Issues – Some Examples ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Issues – Some Examples ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Issues are restraints to accomplishing the deliverables of the project.
I am not interested in Issue Management… Go On … I am listening…
I am not interested in Issue Management… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What Does a “Troubled Project” Look Like?
Approach for Issue Management Process to make the  appropriate people aware of the issue  and then  resolve the issue  as quickly as possible 1 2 3 4 5 6 Define the Issue Management process Define what an issue is  Keep an issues log Prioritize your issues  Assign an owner to the issue Report status of issues to Executive Staff
Any tips when Issues arise? Good general analysis skills ,[object Object],[object Object],PM should have an activity in the workplan ,[object Object],Solve the root cause of the issue ,[object Object],[object Object],Issues with no good alternatives ,[object Object],Follow your issues management process  ,[object Object],[object Object],Break down large issues into logical sub issues ,[object Object],Handling issues arriving in pairs ,[object Object],[object Object]
Characteristics of Issue Management System ,[object Object],[object Object],[object Object],Control Plan Monitor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Issue Resolution Checklist         Include in your issue management process a means of escalating issues that have reached dispute status to a dispute resolution/management process.  Establish Escalation Process  Consider the subject matter and impact to the schedule when assigning the priority. Assign priority to the issue  These issues may stem from a common problem.  Search for a root-cause when several issues are reported together  Ensure attendance of people with decision-making authority in these meetings.  Conduct periodic issue resolution meetings  From very early in the project Engage the customer in issue resolution  If an issue must be escalated, alternative solutions should be proposed along with the issue to facilitate decision making.  Encourage team members to resolve issues at the lowest level possible  for the Project Manager to follow-up on open issues Include an activity in the work plan  The project can keep making progress Strive to resolve issues quickly
Issue Resolution Checklist Contd.        Track the issue resolution effort Add issue resolution tasks to the work plan  Assist the team in understanding and resolving issues identified during a meeting or discussion  Use a threaded conversation mechanism Convey that the issue is being resolved with a sense of urgency.  Make personal contact with the impacted parties  Easier to understand and resolve in a timely manner.  Break large, difficult issues down into logical sub-issues  There should not be many unresolved items on the log at any one time. Items that are really risks should be moved to the Risk Management process.  Review the issues log on a regular basis  If the issue resolution causes the budget, effort or duration of the project to change.  Initiate the Change Management process
That’s All Buddies
Tell me MORE … Issue Management Process 11 10 9 8 7 6 5 4 3 2 1 To project team members and other appropriate stakeholders through the project Status Report, status meetings and other appropriate communication means Communicate issue status and resolutions  If the resolution of an issue causes the budget or duration of the project to change, the current Project Definition should be updated.  Update Project Definition  Add the appropriate corrective activities to the workplan to ensure the issue is resolved.  Update Workplan Document the issue resolution briefly on the Issues Log.  Document Issues Log Document the resolution or course of action on the Issues Form.  Document Issues Form If resolving the issue will involve changing the scope of the project,  close the issue  now and use the  scope change management procedures  instead to manage the resolution Resolve the Issue The various alternatives and impacts on schedule and budget The project manager should take the issue, alternatives and project impact to the people that need to be involved in the issue resolution  Document the Issues Form For each option, estimate the impact to the project in terms of budget, schedule and scope Team member will investigate options that are available to resolve the issue PM should also determine who needs to be involved in the decision making process Assign the issue to a project team member for investigation The Issues Log contains one entry per issue and is used for tracking purposes Enter the issue in Issue Log If an issue cannot be documented, there is no way it can be resolved Formally Document using Issues form

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Issue Management

  • 1. What is Issue Management?
  • 2. Agenda for Today Presented By Shivender Verma Agenda Some concepts…. Revisited !!! Key areas of Project Management What is Issue Management? Why do Issues Arise ??? Issues – Some Examples I am not interested in Issue Management… Approach for Issue Management Any tips when Issues arise? Characteristics of Issue Management System Issue Resolution Checklist
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9. I am not interested in Issue Management… Go On … I am listening…
  • 10.
  • 11. Approach for Issue Management Process to make the appropriate people aware of the issue and then resolve the issue as quickly as possible 1 2 3 4 5 6 Define the Issue Management process Define what an issue is Keep an issues log Prioritize your issues Assign an owner to the issue Report status of issues to Executive Staff
  • 12.
  • 13.
  • 14. Issue Resolution Checklist         Include in your issue management process a means of escalating issues that have reached dispute status to a dispute resolution/management process. Establish Escalation Process Consider the subject matter and impact to the schedule when assigning the priority. Assign priority to the issue These issues may stem from a common problem. Search for a root-cause when several issues are reported together Ensure attendance of people with decision-making authority in these meetings. Conduct periodic issue resolution meetings From very early in the project Engage the customer in issue resolution If an issue must be escalated, alternative solutions should be proposed along with the issue to facilitate decision making. Encourage team members to resolve issues at the lowest level possible for the Project Manager to follow-up on open issues Include an activity in the work plan The project can keep making progress Strive to resolve issues quickly
  • 15. Issue Resolution Checklist Contd.       Track the issue resolution effort Add issue resolution tasks to the work plan Assist the team in understanding and resolving issues identified during a meeting or discussion Use a threaded conversation mechanism Convey that the issue is being resolved with a sense of urgency. Make personal contact with the impacted parties Easier to understand and resolve in a timely manner. Break large, difficult issues down into logical sub-issues There should not be many unresolved items on the log at any one time. Items that are really risks should be moved to the Risk Management process. Review the issues log on a regular basis If the issue resolution causes the budget, effort or duration of the project to change. Initiate the Change Management process
  • 17. Tell me MORE … Issue Management Process 11 10 9 8 7 6 5 4 3 2 1 To project team members and other appropriate stakeholders through the project Status Report, status meetings and other appropriate communication means Communicate issue status and resolutions If the resolution of an issue causes the budget or duration of the project to change, the current Project Definition should be updated. Update Project Definition Add the appropriate corrective activities to the workplan to ensure the issue is resolved. Update Workplan Document the issue resolution briefly on the Issues Log. Document Issues Log Document the resolution or course of action on the Issues Form. Document Issues Form If resolving the issue will involve changing the scope of the project, close the issue now and use the scope change management procedures instead to manage the resolution Resolve the Issue The various alternatives and impacts on schedule and budget The project manager should take the issue, alternatives and project impact to the people that need to be involved in the issue resolution Document the Issues Form For each option, estimate the impact to the project in terms of budget, schedule and scope Team member will investigate options that are available to resolve the issue PM should also determine who needs to be involved in the decision making process Assign the issue to a project team member for investigation The Issues Log contains one entry per issue and is used for tracking purposes Enter the issue in Issue Log If an issue cannot be documented, there is no way it can be resolved Formally Document using Issues form