Take of a Toastmistress-Part 1


This is the story of my aunt Mary, whose funeral I attended today. She was my inspiration to join Toastmasters, for she joined a parallel organization called Toastmistresses in the late 1960s. Why? Because Toastmasters was, until the early 1970s, a men’s-only club.

I will continue this story upon my return to Chicago…

Strategic Project Management–Project Evaluation


The first part of Terry Schmidt’s book Strategic Project Management Made Simple introduces the concept of the Logical Framework Matrix and shows how it proceeds from four critical strategic questions.   The second part of his book goes into detail regarding those four critical strategic questions.   However, both of these parts of the book are essentially dealing with the initiating and planning process groups.   What about the executing and the monitoring & controlling process groups?   How can the Logical Framework Matrix be used for these processes?    That is the subject of the third part of the book. 1.  Think-Plan-Act-Access action cycle The traditional Deming project cycle is Plan-Do-Check-Act, where these phases corresponding to the project management process groups in the following way:

  • Plan–planning
  • Do–executing
  • Check–monitoring
  • Act–controlling

Terry Schmidt revises this cycle, with the phases in his cycle corresponding to the project management process groups in the following way:

  • Think–initiating (strategic/program focus)
  • Plan–planning (project focus)
  • Act–executing
  • Assess–monitoring & controlling

The three types of assessment including under the phase of “Assess” are:

  1. Project Monitoring
  2. Project Status Review
  3. Project Evaluation

This post deals with the third type of assessment, Project Evaluation, and how it is enabled by the Logical Framework Matrix.

to be continued

Strategic Project Management–Project Monitoring


The first part of Terry Schmidt’s book Strategic Project Management Made Simple introduces the concept of the Logical Framework Matrix and shows how it proceeds from four critical strategic questions.   The second part of his book goes into detail regarding those four critical strategic questions.   However, both of these parts of the book are essentially dealing with the initiating and planning process groups.   What about the executing and the monitoring & controlling process groups?   How can the Logical Framework Matrix be used for these processes?    That is the subject of the third part of the book.

1.  Think-Plan-Act-Access action cycle

The traditional Deming project cycle is Plan-Do-Check-Act, where these phases corresponding to the project management process groups in the following way:

  • Plan–planning
  • Do–executing
  • Check–monitoring
  • Act–controlling

Terry Schmidt revises this cycle, with the phases in his cycle corresponding to the project management process groups in the following way:

  • Think–initiating (strategic/program focus)
  • Plan–planning (project focus)
  • Act–executing
  • Assess–monitoring & controlling

The three types of assessment including under the phase of “Assess” are:

  1. Project Monitoring
  2. Project Status Review
  3. Project Evaluation

This post deals with the first type of assessment, Project Monitoring, and how it is enabled by the Logical Framework Matrix.

2.  Project Monitoring

The three levels of Objectives are

  • Goal
  • Purpose
  • Outcomes

The inputs are the breakdown of the activities and resources used to create the Outcomes.   Project Monitoring is simply an assessment of the progress being made in turning those Inputs into Outcomes.

A fine-grained way of assessing progress is Earned Value Analysis, which is not detailed in Terry Schmidt’s book.   The first level of assessment should be establishing major milestones, which consist of the following:

  • Completion of an Outcome
  • Start or completion of critical activities towards completion of an Outcome
  • Verification of Assumptions
  • Periodic reviews

Rather than waiting until the deadlines for these events, a project manager should have “trip-wires” in his or her schedule that allow for monitoring progress a certain amount of time BEFORE the milestones or deadlines occur so that any extra resources can be added to assure that those milestones are met.

3.  Trip-wire conversations

Rathering than asking your project team “how is it going” in general at the trip-wire events, you should ask the following conversation starters:

  • Are you having any difficulties that would keep you from meeting targets?
  • Are you getting the support you need from others?
  • Is there anything else I should know about the support you need (i.e., if you are not getting it, where is the bottleneck occurring)
  • What do you need from me?

Notice that the last type of “milestone” listed above were “periodic reviews.”   That will be the subject of the next post.

 

 

Mastering the Fourth Critical Strategic Question–Part 4


The second part of Terry Schmidt’s book Strategic Management Made Simple focuses in on the relationship between the four critical strategic questions and how they are captured visually in the Logical Framework approach.   As a review from the first part of his book which introduced them, those four critical strategic questions are:

–What are we trying to accomplish and why?

–How will we measure success?

–What other conditions must exist?

–How do we get there?

The third chapter of this second part focuses in on the third critical strategic question, “What other conditions must exist?”

1.  Introduction

The answer to the first question will yield you the Objectives, which are the …

–Outcome of the project (the answer to the question “What are we trying to accomplish?”)

–Purpose of the project (“why is the project being done from the standpoint of the customer–what business need is the product of the project is trying to fill?”)

–Goal of the project (“why is the project being done from the standpoint of the organization doing the project–what strategic need are the benefits from the project going to meet?”)

These answers to the first question involve vertical linkages between the Outcome, Purpose, and Goal objectives.

The answer to the second question will ask you “how do you measure success” for EACH LEVEL of the objectives.  The four tips for meaningful measures of success are:

  • Valid–they accurately measure the Objectives
  • Verifiable–clear, non-subjective evidence exists or can be obtained
  • Targeted–quality, quantity, and time targets are pinned down
  • Independent–each level in the hierarchy of Objectives (Outcome, Purpose, Goal) has separate measures

These answers to the second question involve horizontal linkages between the objectives and their success measures.

The answers to the third question will involve diagonal linkages between the objectives and the assumptions that you need to make in order for them to be achieved and measured.

TO BE CONTINUED

 

Mastering the Fourth Critical Strategic Question–part 4


The second part of Terry Schmidt’s book Strategic Management Made Simple focuses in on the relationship between the four critical strategic questions and how they are captured visually in the Logical Framework approach.   As a review from the first part of his book which introduced them, those four critical strategic questions are:

–What are we trying to accomplish and why?

–How will we measure success?

–What other conditions must exist?

–How do we get there?

The third chapter of this second part focuses in on the third critical strategic question, “What other conditions must exist?”

1.  Introduction

The answer to the first question will yield you the Objectives, which are the …

–Outcome of the project (the answer to the question “What are we trying to accomplish?”)

–Purpose of the project (“why is the project being done from the standpoint of the customer–what business need is the product of the project is trying to fill?”)

–Goal of the project (“why is the project being done from the standpoint of the organization doing the project–what strategic need are the benefits from the project going to meet?”)

These answers to the first question involve vertical linkages between the Outcome, Purpose, and Goal objectives.

The answer to the second question will ask you “how do you measure success” for EACH LEVEL of the objectives.  The four tips for meaningful measures of success are:

  • Valid–they accurately measure the Objectives
  • Verifiable–clear, non-subjective evidence exists or can be obtained
  • Targeted–quality, quantity, and time targets are pinned down
  • Independent–each level in the hierarchy of Objectives (Outcome, Purpose, Goal) has separate measures

These answers to the second question involve horizontal linkages between the objectives and their success measures.

The answers to the third question will involve diagonal linkages between the objectives and the assumptions that you need to make in order for them to be achieved and measured.

TO BE CONTINUED

 

Mastering the Fourth Critical Strategic Question–part 3


The second part of Terry Schmidt’s book Strategic Management Made Simple focuses in on the relationship between the four critical strategic questions and how they are captured visually in the Logical Framework approach.   As a review from the first part of his book which introduced them, those four critical strategic questions are:

–What are we trying to accomplish and why?

–How will we measure success?

–What other conditions must exist?

–How do we get there?

The third chapter of this second part focuses in on the third critical strategic question, “What other conditions must exist?”

1.  Introduction

The answer to the first question will yield you the Objectives, which are the …

–Outcome of the project (the answer to the question “What are we trying to accomplish?”)

–Purpose of the project (“why is the project being done from the standpoint of the customer–what business need is the product of the project is trying to fill?”)

–Goal of the project (“why is the project being done from the standpoint of the organization doing the project–what strategic need are the benefits from the project going to meet?”)

These answers to the first question involve vertical linkages between the Outcome, Purpose, and Goal objectives.

The answer to the second question will ask you “how do you measure success” for EACH LEVEL of the objectives.  The four tips for meaningful measures of success are:

  • Valid–they accurately measure the Objectives
  • Verifiable–clear, non-subjective evidence exists or can be obtained
  • Targeted–quality, quantity, and time targets are pinned down
  • Independent–each level in the hierarchy of Objectives (Outcome, Purpose, Goal) has separate measures

These answers to the second question involve horizontal linkages between the objectives and their success measures.

The answers to the third question will involve diagonal linkages between the objectives and the assumptions that you need to make in order for them to be achieved and measured.

TO BE CONTINUED

 

Mastering the Fourth Critical Strategic Question–Part 2


The second part of Terry Schmidt’s book Strategic Management Made Simple focuses in on the relationship between the four critical strategic questions and how they are captured visually in the Logical Framework approach.   As a review from the first part of his book which introduced them, those four critical strategic questions are:

–What are we trying to accomplish and why?

–How will we measure success?

–What other conditions must exist?

–How do we get there?

The third chapter of this second part focuses in on the third critical strategic question, “What other conditions must exist?”

1.  Introduction

The answer to the first question will yield you the Objectives, which are the …

–Outcome of the project (the answer to the question “What are we trying to accomplish?”)

–Purpose of the project (“why is the project being done from the standpoint of the customer–what business need is the product of the project is trying to fill?”)

–Goal of the project (“why is the project being done from the standpoint of the organization doing the project–what strategic need are the benefits from the project going to meet?”)

These answers to the first question involve vertical linkages between the Outcome, Purpose, and Goal objectives.

The answer to the second question will ask you “how do you measure success” for EACH LEVEL of the objectives.  The four tips for meaningful measures of success are:

  • Valid–they accurately measure the Objectives
  • Verifiable–clear, non-subjective evidence exists or can be obtained
  • Targeted–quality, quantity, and time targets are pinned down
  • Independent–each level in the hierarchy of Objectives (Outcome, Purpose, Goal) has separate measures

These answers to the second question involve horizontal linkages between the objectives and their success measures.

The answers to the third question will involve diagonal linkages between the objectives and the assumptions that you need to make in order for them to be achieved and measured.

TO BE CONTINUED

 

Mastering the Fourth Critical Strategic Question–Part 1


The second part of Terry Schmidt’s book Strategic Management Made Simple focuses in on the relationship between the four critical strategic questions and how they are captured visually in the Logical Framework approach.   As a review from the first part of his book which introduced them, those four critical strategic questions are:

–What are we trying to accomplish and why?

–How will we measure success?

–What other conditions must exist?

–How do we get there?

The third chapter of this second part focuses in on the third critical strategic question, “What other conditions must exist?”

1.  Introduction

The answer to the first question will yield you the Objectives, which are the …

–Outcome of the project (the answer to the question “What are we trying to accomplish?”)

–Purpose of the project (“why is the project being done from the standpoint of the customer–what business need is the product of the project is trying to fill?”)

–Goal of the project (“why is the project being done from the standpoint of the organization doing the project–what strategic need are the benefits from the project going to meet?”)

These answers to the first question involve vertical linkages between the Outcome, Purpose, and Goal objectives.

The answer to the second question will ask you “how do you measure success” for EACH LEVEL of the objectives.  The four tips for meaningful measures of success are:

  • Valid–they accurately measure the Objectives
  • Verifiable–clear, non-subjective evidence exists or can be obtained
  • Targeted–quality, quantity, and time targets are pinned down
  • Independent–each level in the hierarchy of Objectives (Outcome, Purpose, Goal) has separate measures

These answers to the second question involve horizontal linkages between the objectives and their success measures.

The answers to the third question will involve diagonal linkages between the objectives and the assumptions that you need to make in order for them to be achieved and measured.

TO BE CONTINUED

 

Mastering the Third Critical Strategic Question–Part 3


The second part of Terry Schmidt’s book Strategic Management Made Simple focuses in on the relationship between the four critical strategic questions and how they are captured visually in the Logical Framework approach.   As a review from the first part of his book which introduced them, those four critical strategic questions are:

–What are we trying to accomplish and why?

–How will we measure success?

–What other conditions must exist?

–How do we get there?

The third chapter of this second part focuses in on the third critical strategic question, “What other conditions must exist?”

1.  Introduction

The answer to the first question will yield you the Objectives, which are the …

–Outcome of the project (the answer to the question “What are we trying to accomplish?”)

–Purpose of the project (“why is the project being done from the standpoint of the customer–what business need is the product of the project is trying to fill?”)

–Goal of the project (“why is the project being done from the standpoint of the organization doing the project–what strategic need are the benefits from the project going to meet?”)

These answers to the first question involve vertical linkages between the Outcome, Purpose, and Goal objectives.

The answer to the second question will ask you “how do you measure success” for EACH LEVEL of the objectives.  The four tips for meaningful measures of success are:

  • Valid–they accurately measure the Objectives
  • Verifiable–clear, non-subjective evidence exists or can be obtained
  • Targeted–quality, quantity, and time targets are pinned down
  • Independent–each level in the hierarchy of Objectives (Outcome, Purpose, Goal) has separate measures

These answers to the second question involve horizontal linkages between the objectives and their success measures.

The answers to the third question will involve diagonal linkages between the objectives and the assumptions that you need to make in order for them to be achieved and measured.

2.   Diagonal Linkages

In the last post, I reviewed how Terry Schmidt outlines the process of coming up with assumptions

  • Step 1–Identify Key Assumptions (11.1 Plan Risk Management, 11.2 Identify Risks)
  • Step 2–Analyze and Test Them (11.3 Perform Qualitative Risk Analyses, 11.4 Perform Quantitative Risk Analyses)
  • Step 3–Act on Them (11.5 Plan Risk Responses)

These correspond, in Project Management process languages, to the processes listed in parentheses.

The concept of diagonal linkages comes from the fact that the outcomes are linked vertically, like so,

Objectives

Goal

Purpose

Outcome

Inputs

Each of the above are linked to the Assumptions in the same row in the following manner:

Inputs + Assumptions = Outcome

Outcome + Purpose Assumption = Purpose

Purpose + Goal Assumption = Goal

3.  Monitoring and Controling Assumptions

In the three steps mentioned in the last post, the risk management processes in the planning process group were covered (processes 11.1 through 11.5), but the assumptions in the Logical Framework approach can also be used to handle the risk management process in the monitoring & controlling process group called 11.6 Control Risks.

This can be done in the following ways:

  • If risks are beyond your control, and you are simply accepting them at present, then you can monitor them periodically during the project。
  • If risks can be indirectly controlled by influencing conditions underlying the Assumptions, then you can do so.
  • If the assumption can be directly controlled, then this can be brought into the project as an Objective.

In the last case, then Outcomes and/or Input activities need to be added to the project design.

4.  Other Project Management Activities affected by Assumptions

Assumptions can also influence other project management activities, such as:

  • Communications–assumptions can be relayed to stakeholders, to program managers who are coordinating your project with others, and to senior management, in order to alert them for the need for management reserves to take care of unforeseen risks.

Finally, assumptions serve the role of giving your project management team confidence that the project plan is robust, that is, it can be maintained in the face of external or internal risks to the project.

This concludes the discussion of the third critical strategic question.   The next series of posts deals with the fourth critical strategic question, “how do we get there?”

Integral Life Practice–Chapter 8: The Mind Module


The purpose of the Body Module is to introduce you to practices which cultivate your health by taking care of the matter of your gross physical body.   But beyond this, the module introduces you to the other bodies that are also vital for one’s health, the energy in your subtle body, and the causal body of stillness within which the other two bodies rest.

1.   Three Bodies

In the same way that your consciousness normally has three states–waking, dreaming, and deep sleep–your body also has the corresponding gross, subtle, and causal bodies.    Remember the distinction in the quadrants between the interior and exterior dimensions of reality?   The interior quadrants are the ones are the left, and the exterior quadrants are the ones on the right.

Each state of consciousness is an interior dimension which has a corresponding exterior form or dimension that is referred to as a body.   Let’s take a look at each of the three states of consciousness in turn and the associated form or body which encapsulates them.

this post to be continued