Global Project Management-Binder, Jean

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    Global Project Management

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    This book is dedicated to my parents, who taught me the pleasure of reading, and to

    Joyce, who showed me the pleasure of living.

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    Global ProjectManagementCommunication, Collaboration and

    Management Across Borders

    JEAN BINDER

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    Jean Binder 2007

    All rights reserved. No part of this publication may be reproduced, stored in a retrieval systemor transmitted in any form or by any means, electronic, mechanical, photocopying, recordingor otherwise without the prior permission of the publisher.

    Published byGower Publishing LimitedGower HouseCroft RoadAldershotHampshireGU11 3HREngland

    Gower Publishing CompanySuite 420101 Cherry StreetBurlingtonVT 05401-4405USA

    Jean Binder have asserted his moral right under the Copyright, Designs and Patents Act, 1988,to be identified as the author of this work.

    British Library Cataloguing in Publication Data

    Binder, Jean CarloGlobal project management : communication, collaborationand management across borders1. Project management 2. International business enterprises ManagementI. Title658.4'04ISBN-13: 9780566087066

    Library of Congress Control Number: 2007927132

    Printed and bound in Great Britain by TJ International Ltd, Padstow, Cornwall.

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    Knowledge

    sharing

    tools

    Audio and video

    tools

    Basic

    tools

    ColKnowledgeOnline meetingsAudio and videoBasic

    techniques

    CoConflict

    resolutionTrust building

    Cross-

    cultural

    collaboration

    Global

    team

    leadership

    Global

    communication

    techniques

    Global

    communication

    strategy

    Stakeholders

    and

    communication

    channels

    Rules

    and

    templates

    Organisationa

    support

    Global

    project

    structures

    Global

    program and

    project

    offices

    Selection of

    international

    human

    resources

    Text and image

    tools

    1 2 3 4 5

    6 7 8 9

    11 12 13 14

    16 17 18 19

    21 22 23 24

    sharing

    techniquestechniques

    Collaborative tools

    Collaborative techniques

    Global teams

    Global communication

    Global organisations

    Knowledge

    sharing

    tools

    Audio and video

    tools

    Basic

    tools

    ColKnowledgeOnline meetingsAudio and videoBasic

    techniques

    CoConflict

    resolutionTrust building

    Cross-

    cultural

    collaboration

    Global

    team

    leadership

    Global

    communication

    techniques

    Global

    communication

    strategy

    Stakeholders

    and

    communication

    channels

    Rules

    and

    templates

    Organisationa

    support

    Global

    project

    structures

    Global

    program and

    project

    offices

    Selection of

    international

    human

    resources

    Text and image

    tools

    1 2 3 4 5

    6 7 8 9

    11 12 13 14

    16 17 18 19

    21 22 23 24

    sharing

    techniquestechniques

    Collaborative tools

    Collaborative techniques

    Global teams

    Global communication

    Global organisations

    The Global Project Management Framework

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    List of Figures xiii

    List of Tables xv

    Acknowledgements xvii

    Preface xix

    Introduction 1

    Traditional, distributed, international and virtual projects 1

    Global projects 1

    Examples of global projects 3

    Global programs 5

    Global projects and programs requirements 8

    To be or not to be global? 10

    Organisational change and organisational theory 11

    A framework for global programs and projects 12

    The framework sources 15What the framework provides to global organisations 16

    The next steps 17

    Key concepts 18

    Further reading 18

    Interactive section 20

    PART I GLOBAL TEAMS 21

    Chapter 1 Cross-Cultural Collaboration 23Defining culture 23

    Culture and project management 24

    The cultural dimensions defined by Hofstede 25

    The cultural dimensions from Trompenaars 28

    The impact of the dimensions on global project management 33

    A 360 analysis of the cultural dimensions on your project team 34

    Avoiding generalisations 39

    Building on the richness of a multicultural team: crossvergence and hybridisation 40

    4-step framework for effective cross-cultural project management 42

    Chapter 2 Global Project Leadership 43

    Project management and leadership 43

    Global leadership 44

    Commitment 45

    Motivation 46

    Contents

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    viii G l ob a l P r oj e ct M an a ge m en t

    Becoming a good global leader 48

    Brainstorming on global leadership 49

    Chapter 3 Trust Building 51

    Identifying the level of trust required 52Trust and communication channels 52

    Establishing trust 54

    Maintaining trust 56

    Long-term trust 59

    Chapter 4 Conflict Resolution 61

    Global sources of conflict 62

    Conflict levels in global projects 62

    Global perspectives on conflict 63Conflict management steps 63

    Chapter 5 Coaching over Distance 69

    Coaching on global projects 70

    Global coaching principles 70

    Establishing a global context for coaching 71

    Create a global understanding and direction 72

    Review achievements and objectives 72

    Anatomy of a coaching session 73

    Completing the global coaching process 74

    Part I: Key concepts 75

    Part I: Further reading 76

    Part I: Interactive section 77

    PART II GLOBAL COMMUNICATION 79

    Chapter 6 Stakeholders and Communication Channels 81

    Identifying the global key stakeholders 82

    Knowing the global stakeholders 83Analysing the global stakeholders 83

    The stakeholder commitment framework 84

    Defining strategies to change stakeholders commitment levels 85

    Completing the global stakeholder register 87

    Global communication channels 87

    Chapter 7 Meeting Rules and Templates 91

    Meeting types and communication media 91

    Etiquette for cross-cultural meetings 92Online meeting templates 92

    Visual information 98

    Chapter 8 Global Communication Strategy 101

    Defining the types of project information 101

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    ixC o n te n t s

    Identifying the stakeholders requirements 102

    Define a global communication matrix 105

    Chapter 9 Global Communication Techniques 109

    Collecting information from the global team members 109Distributing information to the global stakeholders 110

    Exchanging project information 113

    Chapter 10 Global Creativity 117

    Project management processes and creativity 117

    Online brainstorming sessions 118

    Limitations of online brainstorming sessions 124

    Asynchronous brainstorming 126

    Part II: Key concepts 127Part II: Further reading 127

    Part II: Interactive section 128

    PART III GLOBAL ORGANISATIONS 129

    Chapter 11 Global Project Structure 131

    Centralised project management 131

    Distributed project management, with local coordinators 132

    Distributed project management, with functional coordinators 134

    Round-the-clock project management 135

    Project management global network 136

    Chapter 12 Selection of International Human Resources 139

    Global team members skills 140

    Global program and project managers skills 142

    Recruitment 143

    Selection 144

    Induction and training 150

    Chapter 13 Global Program and Project Offices 153

    Defining project offices 153

    Program or Project Management Offices (PMO) 154

    Program or Project Support Offices (PSO) 156

    Features of global project offices 156

    Chapter 14 Organisational Support 163

    Build emotional intelligence 163

    Promote work-life balance 165Value the human resources 166

    Promote the use of collaborative tools 167

    Develop and promote a global project management methodology 167

    Establish 360G performance appraisals 168

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    x G l oba l Pro j e c t Ma na gem ent

    Establish a global rewards policy 171

    Implement a corporate training scheme 171

    Chapter 15 Global Collaborative Networks 173

    Collaborative networks: a project-centred approach 173Understand the challenges 174

    Define a collaboration strategy 175

    Initiate the collaboration 176

    Monitor the interfaces 176

    Part III: Key concepts 177

    Part III: Further reading 178

    Part III: Interactive section 179

    PART IV IMPLEMENTATION OF COLLABORATIVE TOOLS 181

    Chapter 16 Basic Infrastructure 183

    Basic technologies 183

    Evaluating the current situation 184

    Implementing changes 184

    Defining documentation and procedures 185

    Evaluating the implementation 186

    Chapter 17 Interactive Audio and Video 189

    Evaluation of current audio conferencing solutions 189

    Evaluation of new audio conferencing solutions 189

    Implementing changes 191

    Defining procedures for audio conferencing set-up 191

    Evaluating the implementation 191

    Video conferences 192

    Evaluating existing video conferencing solutions 193

    Implementation of new video conferencing solutions 193

    Defining procedures for video conferencing set-up 194

    Evaluating the implementation 195

    Chapter 18 Interactive Text and Images 197

    Evaluating technologies for instant messaging 197

    Evaluation of the existing instant messaging solutions 198

    Implementation of a new instant messaging solution 198

    Defining procedures for instant messaging set-up 199

    Evaluating the implementation 199

    Evaluating technologies for web conferencing 200

    Evaluation of existing web conferencing solutions 200Implementation of web conferencing 201

    Defining procedures for web conferencing set-up 201

    Evaluating the implementation 202

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    xiC o n te n t s

    Chapter 19 Knowledge Sharing 205

    Evaluating technologies for knowledge sharing 205

    Evaluating the existing knowledge-sharing solutions 207

    Implementing a new knowledge-sharing solution 207

    Defining procedures for knowledge-sharing set-up 208Evaluating the implementation 209

    Chapter 20 Collaborative Project Management Software 211

    Evaluating collaborative project management software tools 211

    Defining procedures for the collaborative project management software 213

    Implementing the new collaborative project management software 214

    Evaluating the implementation 214

    Part IV: Key concepts 215

    Part IV: Further reading 216Part IV: Interactive section 216

    PART V ADOPTION OF COLLABORATIVE TOOLS 217

    Chapter 21 Getting Connected 219

    Understanding what can be improved 219

    What to avoid in e-mail discussions 221

    Using telephones 222

    What to avoid in telephone discussions 222

    Chapter 22 Effective Audio and Video conferences 225

    Understanding what can be improved 225

    Using audio conferences 225

    Using video conferences 228

    Chapter 23 Coordinating and Attending Online Meetings 231

    Understanding what can be improved 231

    Communication style during online meetings 232

    Special considerations for instant messaging discussions 232Special considerations for online meetings via web conferencing 233

    Chapter 24 Fostering Knowledge Exchange 237

    Understanding what can be improved 237

    Defining the rules for knowledge sharing 238

    Leading people to share information 239

    Chapter 25 Collaborative Project Management 241

    Understanding what can be improved 241Updating information on the project management software 242

    Information pushed by the project management software 244

    Pulling information from the project management software 244

    Interfaces between the project management software and other tools 245

    Part V: Key concepts 246

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    xii G lo ba l P ro je ct M an ag em en t

    Part V: Further reading 246

    Part V: Interactive section 247

    PART VI IMPLEMENTING THE GLOBAL PROJECT MANAGEMENT

    FRAMEWORK 249

    Chapter 26 A Charter for the Framework 251

    Stakeholder needs and expectations 251

    The benefits of the framework implementation 253

    Defining a scope for the implementation 254

    Chapter 27 Implementation Strategies 255

    The emotional intelligence guidelines 255

    The maturity model approach 257The action research cycles 263

    Part VI: Key concepts 264

    Part VI: Further reading 264

    Part VI: Interactive section 264

    Coda 267

    List of Acronyms and Abbreviations 269

    Bibliography 271

    Index 275

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    Figure I.1 Dimensions of global projects 3

    Figure I.2 A software development global project 4

    Figure I.3 A pharmaceutical global project 4

    Figure I.4 An organisational change global project 5

    Figure I.5 Global program stakeholders 6

    Figure I.6 Categories of global programs 6Figure I.7 Local program of global projects 7

    Figure I.8 Global program of local projects 7

    Figure I.9 Global program of global projects 8

    Figure I.10 Requirements of global project managers global team management 9

    Figure I.11 Requirements of global project managers communication across

    borders 9

    Figure I.12 Requirements of global project managers organisational culture 9

    Figure I.13 Requirements of global project managers collaborative tools 10

    Figure I.14 Possible advantages of global projects 11Figure I.15 Possible challenges of global projects 12

    Figure I.16 The Global Project Management Framework: five categories 13

    Figure I.17 The Global Project Management Framework 14

    Figure I.18 The Global Project Management Framework: sources of information 15

    Figure I.19 The Global Project Management Framework: the deliverables 16

    Figure I.20 The evolutionary Global Project Management Framework 17

    Figure 3.1 Communication channels in the same location 53

    Figure 3.2 Communication channels not crossing country borders 53

    Figure 3.3 Communication channels built from previous experiences 54

    Figure 3.4 Weak communication channels that require trust building 54

    Figure 3.5 Trust in all communication channels 57

    Figure 6.1 Levels of stakeholders commitment 85

    Figure 6.2 Communication channels in a traditional project 87

    Figure 6.3 Communication channels on a global project, two locations 88

    Figure 6.4 Communication channels on a global project, multiple locations 88

    Figure 6.5 Reducing the number of virtual communication channels 89

    Figure 7.1 Example of a project risk register 96

    Figure 7.2 Example of drop-down menus 97

    Figure 7.3 Example of automatic filtering 97

    Figure 7.4 Example of legends to define available entries and their meaning 97

    Figure 7.5 Global Project Binder change record 99

    Figure 7.6 Global Project Binder meeting minutes record 99

    Figure 7.7 Graphic representation of project phases 100

    Figure 8.1 Examples of global project knowledge components 103

    List of Figures

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    xiv G lo ba l P ro je ct M a na ge me nt

    Figure 8.2 Example of a communication requirements matrix 104

    Figure 8.3 Example of a global communication matrix 106

    Figure 9.1 Example of a project dashboard main page 112

    Figure 9.2 Example of a project dashboard second level pages 112

    Figure 9.3 Examples of different patterns of project status meetings 115Figure 10.1 Example of a mindmap produced during a risk identification session 122

    Figure 10.2 Example of a mindmap branch detailed during a local session of

    risk analysis 123

    Figure 10.3 Example of one entry on the risk and opportunities list prepared

    after the brainstorming session 125

    Figure 11.1 Example of centralised structure 132

    Figure 11.2 Example of distributed structure 133

    Figure 11.3 Example of distributed-functional structure 135

    Figure 11.4 Example of round-the-clock structure 136Figure 11.5 Example of project network structure 137

    Figure 12.1 Example of a preparation sheet for a telephone interview 148

    Figure 12.2 Example of a preparation sheet for a face-to-face interview 14950

    Figure 13.1 Project office and the stakeholders 155

    Figure 13.2 Different types of project office examples 155

    Figure 13.3 Different types of project office outsourced PMO 156

    Figure 13.4 Different types of project office global PSO 157

    Figure 14.1 Traditional performance appraisal in functional organisations 168

    Figure 14.2 Traditional performance appraisal in matrix organisations 169

    Figure 14.3 360-degree performance appraisal 169

    Figure 14.4 360G performance appraisal 170

    Figure 15.1 Project-centred collaborative network 174

    Figure 27.1 The global project management maturity levels 258

    Figure 27.2 Evolving to maturity level 2 258

    Figure 27.3 Evolving to maturity level 3 259

    Figure 27.4 Evolving to maturity level 4 260

    Figure 27.5 Evolving to maturity level 5 261

    Figure 27.6 Evolution of productive time and ineffective time as the maturity

    ` level increases 261

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    Table 1.1 Countries (regions) and their power-distance relative ranks 25

    Table 1.2 Countries (regions) and their individualism relative ranks 26

    Table 1.3 Countries (regions) and their masculinity relative ranks 27

    Table 1.4 Countries (regions) and their uncertainly-avoidance relative ranks 28

    Table 1.5 Countries (regions) and their long-term orientation relative ranks 28

    Table 1.6 Countries and their relative universalism ranking (according tothe car and the pedestrian dilemma) 29

    Table 1.7 Countries and their relative individualism ranking (according

    to results of the quality of life question) 30

    Table 1.8 Countries and their relative achievement-orientation (according to

    results of the acting as suits you even if nothing is achieved question)30

    Table 1.9 Relative positions of countries on the extent to which exhibiting

    emotion is acceptable 31

    Table 1.10 Relative positions of countries on cultural-diffuseness, according to

    the paint the house situation 32Table 1.11 Classification of country cultures according to their relationship

    to fate 32

    Table 1.12 Cultural dimensions exercise (sheet 1) 35

    Table 1.13 Cultural dimensions exercise (sheet 2) 36

    Table 1.14 Cultural dimensions exercise (evaluation sheet 1) 37

    Table 1.15 Cultural dimensions exercise (evaluation sheet 2) 38

    Table 2.1 Factors of motivation in different areas of the world 48

    Table 4.1 Comparison of conflict resolution approaches 65

    Table 5.1 Coaching log (example 1) 73

    Table 5.2 Coaching log (example 2) 73

    Table 7.1 Examples of meeting types 93

    Table 7.2 Communication media recommended for each meeting type 934

    Table 10.1 Example of meeting request for an online brainstorming session 119

    Table 10.2 Example of a brainstorming spreadsheet for the identification

    of risks and opportunities 121

    Table 12.1 Example of a job description 145

    Table 12.2 Example of an interview control sheet 147

    Table 13.1 Example of a career path for program and project management 160

    Table 16.1 Survey to identify efficiency of e-mail, telephones and remote access 185

    Table 16.2 Checklist: documentation and procedures for basic technologies 187

    Table 17.1 Survey to identify efficiency of audio conferencing 190

    Table 17.2 Checklist: documentation and procedures for audio conferencing 192

    Table 17.3 Survey to identify efficiency of video conferencing 194

    Table 17.4 Checklist: documentation and procedures for video conferencing 195

    List of Tables

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    xvi G lo ba l P ro je ct M a na ge me nt

    Table 18.1 Survey to identify efficiency of instant messaging 199

    Table 18.2 Checklist: documentation and procedures for instant messaging 200

    Table 18.3 Survey to identify efficiency of web conferencing 201

    Table 18.4 Checklist: documentation and procedures for web conferencing 202

    Table 19.1 Survey to identify efficiency of existing knowledge-sharing suites 207Table 19.2 Checklist: documentation and procedures for knowledge sharing 208

    Table 20.1 Collaborative project management software comparison matrix 213

    Table 20.2 Survey to identify efficiency of the collaborative project

    management software 214

    Table 20.3 Checklist: documentation and procedures for the collaborative

    project management software 215

    Table 21.1 Interview to understand the use of e-mails and telephones 220

    Table 22.1 Interview to understand the use of audio and video conferences 226

    Table 23.1 Interview to understand the use of online meetings 232Table 24.1 Interview to understand the use of knowledge sharing 238

    Table 25.1 Interview to understand the use of the collaborative project

    management software 242

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    Acknowledgements

    I would like to thank the following people: Yannick Jolliet, who reviewed many parts of the book

    and gave me precious recommendations and testimonials; Marie-Paule Sottiaux, for the support,

    testimonials, review and lunch discussions; David Page, Carolyn McKellar, Marion Sachs,

    Belinda Freaney-Sadouk, Sophie Domine, Jean-Marc Genier, Jose Gonzalez, Jennifer Hyams,

    Mark Russell, Reddy Mandala, Viktor Puetzer, Annie Jordan, Patrick Vitzthum, Frank Bondoux,

    Thierry Sales and Paolo Lenti for the feedback during the interviews and initial brainstormingsessions; John Pelham for the insights on stakeholder management, communication strategies

    and cross-cultural experiences; Karel de Bakker for the nice suggestions on global risks; Paul

    Gardiner and Jim Ritchie for the support during my academic research.

    Grateful acknowledgement is made to Geert Hofstede, Fons Trompenaars, Charles

    Hampden-Turner and Peter Wooliams who granted permission to reprint the definitions and

    classification tables of their cultural dimensions.

    Sincere thanks to Jonathan Norman, Fiona Martin and Mike Brooks at Gower for all their

    trust and support.

    Earnest thanks to my cat for the company, my daughters for the inspiration and my wifefor the help and endless patience.

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    Preface

    The need for this book

    With the increasing trend for outsourcing, off-shoring and globalisation, many organisations

    are taking advantage of geographically distributed skills, round-the-clock operations and virtual

    teams. Small and medium sized businesses are linking up with major companies, forming

    supplier networks to deliver products and services, and customer networks of distributors,

    resellers and end-users. Global projects are now the operating units that establish an initial

    link among these cross-border networks and rely on information flows across the different

    partners and stakeholders.

    Most projects in these global environments involve people from different companies,

    located in various countries. Currently, many companies struggle to obtain acceptable levels

    of efficiency and quality from global projects since the organisation structures and project

    management methodologies are not adapted to a multicultural environment, and because

    many project managers and team members still feel uncomfortable when they communicate

    over a distance. Many project managers still rely exclusively on the so-called hard skills,such as planning, scheduling and controlling, to coordinate the projects. The soft skills

    (for example, communication, understanding of cultural differences and team building)

    and the informal project management techniques (such as networking, influencing and

    improvising) are essential for the success of global projects, and require special attention from

    organisations.

    The framework described by this book is all about soft skills and informal project

    management, suggesting areas of knowledge that require special attention for effective global

    program and project management. Rather than providing one-size-fits-all recommendations,

    the chapters of this book guide you in a quest to harvest your companys good practices, usingthem to develop and implement a Global Project Management Framework in your company

    or project.

    Intended audience

    This book provides a comprehensive framework of good practices on global project management,

    and is primarily directed at project managers, program managers and project office members

    involved in the preparation and application of project management methodologies, and

    working on programs and projects involving different companies and locations around the

    globe. They can start by improving the project management and communication practices

    in their current portfolio of programs and projects, and later include these good practices

    in the company methodologies. They can also identify what types of tools can improve

    understanding over a distance, deploying them in their current work environment.

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    xx G lo ba l P ro je ct Ma na ge me nt

    Senior executives can use the information in this book to understand the main challenges

    faced by global project managers and team members, and to identify how the deployment of

    tools and practices can improve the productivity of global project teams and the quality of the

    deliverables, while reducing travel and relocation costs. The senior board have a role model

    during the implementation of the framework, selecting the human resources to work onglobal projects, creating a project management office and providing organisational support.

    This book also provides various types of project structure adapted to different needs and

    some suggestions to improve the motivation of a project team that spans different locations,

    cultures and languages.

    Finally, anyone participating in a global project as a team member or stakeholder can

    also find useful recommendations for smooth communication with people located in diverse

    countries, coming from other cultures, speaking different native languages or working in

    various time zones.

    Academic researchers can make use of the framework presented in this book, performingnew studies to investigate the impact of each chapter on the efficiency and productivity of

    global project teams, and to complete the Global Project Management Framework with new

    developments, technologies, practices and theories.

    The structure of this book

    The introductory chapter presents the characteristics of global projects and programs, discusses

    how these peculiarities affect the work and efficiency of global project and program managers

    and summarises the main advantages and challenges of deploying a global team for a project

    or program. It presents a framework that helps global program and project managers to focus

    on the advantages and address the challenges of having project team members dispersed across

    the globe: the Global Project Management Framework.

    The chapters in Parts I to V explore in detail the five main categories of knowledge in the

    Global Project Management Framework:

    Chapters 15 (Part I) present the core principles that allow the management of people

    across country and cultural boundaries.

    Chapters 610 (Part II) complement the learning on people management by presentingthe communicationstrategies that facilitate the management of project team members in

    different countries, and make them collaborate more effectively.

    Chapters 1115 (Part III) suggest organisational structures and practices that create all

    fundamental conditions for a good collaborative environment on global projects, and

    expedite the implementation of the people and communication strategies.

    Chapters 1625 guide the development of good practices for the implementation (Part

    IV) and use (Part V) of the communication media and collaborative tools mentioned

    in the previous chapters: the technology that allows the management of people and the

    communication between stakeholders across country and cultural boundaries.

    Part VI concludes the book, by presenting different strategies to adapt the recommendations

    according to the organisational cultures, standards, methodologies and requirements, obtaining

    buy-in from senior managers, project managers and project team members.

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    xxiP r e f a ce

    How to read the book

    The book structure allows companies to understand the main domains that have an impact

    on the performance of global project teams, and then adapt their project management

    methodologies to a global environment. The sequence of the chapters aims to provide aprogressive understanding of the needs and good practices. As an alternative route, project

    managers and team members may read each chapter independently and address specific issues

    to improve their efficiency on global projects. Many cross-references are provided to allow the

    chapters to be read in any order.

    The main sources of information

    There are different layers of information to consider when looking for good practices onglobal project management. The first and most important layer is the experienceof other global

    project managers, team members and senior managers from different countries. One way to

    learn about this experience is to participate in networking events organised by associations

    such as the Project Management Institute and the British Computer Society.

    The second layer is the foundation of knowledge onproject managementmethods, tools,

    techniques and processes. This book does not redefine this set of principles, preferring to build

    on the information already established by existing bodies of knowledge. The main references

    for this book were the PMBOK guide from the Project Management Institute, PRINCE2

    from the Office of Government Commerce, the IPMA Competence Baseline (ICB) and theGower Handbook of Project Management. However, a certain level of abstraction was adopted

    to allow companies using other methods and methodologies to consult this book without

    difficulty.

    The third layer is the literature on virtual teams and distributed project management, which

    establishes the requirements and recommendations for projects involving people in different

    locations. The third layer is the literature on virtual teams and distributed project management,

    which establishes the requirements and recommendations for projects involving people in

    different locations. The main sources are described at the end of each part of the book.

    The fourth layer is the knowledge gathered by the intercultural studiesfrom Hofstede and

    Trompenaars, present in most chapters of this book.

    Web companion

    The website www.GlobalProjectManagement.orgprovides tools, templates and an open forum

    for the exchange of information related to the practices described in this book, also linking to

    different hardware, software and services solutions.

    http://www.globalprojectmanagement.org/http://www.globalprojectmanagement.org/
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    Introduction

    This chapter defines the main characteristics of global projects and programs and presents

    a framework that will lead international companies to achieve maturity in global project

    management by helping global program and project managers to focus on the advantages of

    international teams, addressing the challenges of cross-cultural and virtual communication

    and presenting innovative solutions for collaboration over a distance.

    By the end of this chapter, you will have learned the main dimensions of a global projectand understand what challenges are faced by global program and project teams. You will also

    discover the Global Project Management Framework, which will guide you throughout the

    book parts and chapters.

    Traditional, distributed, international and virtual projects

    In the project management literature we can find different types of projects, when comparing

    the number of organisations and locations involved in their implementation. In traditionalprojects, a large majority of the team members are working for the same organisation and

    in a single location. Distributed projects involve team members working in many locations,

    and can also be called international projectswhen they include people located across country

    borders. Virtual projectsare composed of team members dispersed geographically and working

    in different organisations. Project managers may face specific challenges on virtual projects as

    they need to balance different interests, company cultures and working practices, and most

    communications occur over a distance. International projects require the collaboration of

    people from different country cultures and languages, sometimes with the added complexity

    of the locations over various time zones.

    Global projects

    This book addresses the combined challenges of international, distributed and virtual projects,

    being mainly dedicated toglobal projects. This novel category can be defined as a combination of

    virtual and international projects, which includes people from different organisations working

    in various countries across the globe. You can use the following dimensions to evaluate the

    level of complexity of your projects, and identify if you are experiencing the same challenges

    as other global project managers:

    Number of distant locations The project team can be in a single room (project

    war room), in different rooms and in multiple locations. When all stakeholders are in

    geographical locations near at hand, face-to-face meetings can be easily organised and

    the positive influence of body language and social interaction on the efficiency is clear. In

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    2 G l oba l P ro j e c t Ma na gem ent

    global projects, the team members are located at least in two different countries. When

    the distance among the team members is such that travel is required for physical contact,

    the use of phone and video conferencing becomes essential, requiring the application of

    communication strategies to ensure a high level of effectiveness.

    Number of different organisations project team members can work for a singledepartment in one company, for multiple departments or even for multiple companies.

    Project managers must adapt their people and leadership skills to the multiple policies,

    procedures and organisational cultures. The complexity of commercial and contractual

    processes is also increased, although outside the scope of discussions in this book.

    Country cultures beyond organisational culture, the customs and traditions

    of different nations and regions can bring more diversity to the work environment,

    reducing the group thinking and improving the collective creativity. Motivation is often

    increased as many people prefer to work in cross-cultural environments because of the

    rich information exchange. Nevertheless, this diversity can sometimes be the sourceof conflicts and misunderstandings, and project managers must apply some basic rules

    and practices to take advantage of the cross-cultural communication, and to avoid its

    pitfalls.

    Different languages international companies usually establish a common language

    for the exchange of information, although the way people communicate is highly

    dependent on their own native language. For example, if the common language is

    English, the effectiveness of communication by most non-English speakers will be limited

    by their knowledge of English expressions, vocabulary and often by their ability to make

    analogies and tell stories or understand jokes. On the other hand, native English speakers

    would need to limit their vocabulary to clear sentences and essential words, and carefully

    confirm the understanding of their ideas by foreign colleagues. The use of online meetings

    and visual communication are examples of practices discussed in this book that can be

    adopted by project managers to avoid misunderstandings and obtain a high commitment

    level from all stakeholders, independently of their native language.

    Time zones the whole project team can be based in the same location or in different

    locations in the same time zone. On the other extreme, there are project teams with

    members in completely different time zones, ,making it difficult (or impossible) to

    organise meetings in common office hours. The effect is twofold. Program and project

    managers can use the different working times to their advantage, by creating a follow-the-sun implementation, reducing the duration of sequential tasks by a half or a third of the

    time. The procedures and communication rules must be precisely defined among people

    in complementary time zones (when there is low overlapping of working hours). On

    the other hand, important delays can happen, when the exchange of simple information

    takes a week to be completed, instead of a single day. Global organisations can implement

    standard communication rules and templates across locations to reduce the possibility of

    these problems occuring.

    The above dimensions can be represented by a radial chart where the centre represents the

    lower complexity levels: single department, location/time zone, language and cultures (Figure

    I.1.). The combination of medium and high marks shows the higher complexity of projects

    across borders, with team members from different cultures, languages, and organisations

    working in different nations around the globe: the global projects.

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    3In t r o duc t i o n

    Organisations can use the scale above to establish comparisons among different projects,

    to decide when to apply the good practices and for risk management. More information on

    this is given throughout the book.

    An alternative approach is to complete the scale with one colour to determine the level

    of complexity of the communication between the project manager and the project team

    members (where most or all recommendations in this book apply), and use a different colourto categorise the communication with other stakeholders (which requires trust building,

    conflict resolution and global communication). This can help the project managers to identify

    which sets of good practices are more important in each project. Some real-life examples can

    illustrate the usage of this approach.

    Examples of global projects

    A software development project (Figure I.2) the project team members are working infour companies in different locations (the software company in London, England; one

    development team in Curitiba, Brazil; two development teams in Bangalore and Mumbai,

    India) with team members speaking four different native languages (English, Brazilian

    Portuguese, Kannada and Tamil), all with different levels of fluency in English. There are

    three different country cultures, and the total difference in time zones is 8h30 in summer

    (GMT-3 for Brazil and GMT+5:30 for India). In addition to the team members, there are

    stakeholders from another three locations (three pilot customers in the USA, South Africa

    and Australia), elevating the number of country differences to six, and the time zone

    difference to 17 hours (GMT-8 for San Francisco, USA to GMT+10 for Sydney, Australia).

    A pharmaceutical project (Figure I.3) the project team members come from a partnership

    of eight organisations, and are working in six locations (two quality assurance teams in

    England, the headquarters in France, two laboratories in Germany and one development

    team in South Africa) composed of people speaking three different native languages

    (English, French and German). There are four different country cultures, and the total

    difference in time zones is 1 hour in summer (GMT+1 for England and GMT+2 for the

    Figure I.1 Dimensions of global projects

    Jean Binder 2007

    Locations

    Languages

    Time zonesCultures

    Organisations

    Locations

    Languages

    Time zonesCultures

    Organisations

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    4 G l oba l P ro j e c t Ma na gem ent

    other countries). In addition to the team members, there are stakeholders from another

    two organisations in different locations (The European Commission in Belgium and one

    environmental agency in Switzerland), elevating the number of country differences to six,

    without changes in the number of time zones or languages.

    An organisational change project (Figure I.4) the project team members from twoorganisations (the main corporation and one consulting company) work in 14 company

    offices in ten countries, speaking eight different native languages. The total difference in

    time zones is 14 hours in summer (from New York ,USA, to Melbourne, Australia). In this

    case, all the stakeholders are in the same locations as the project team members.

    Figure I.2 A software development global project

    Locations

    Languages

    Time zonesCultures

    Organisations

    Team members

    Stakeholders

    Locat ions Languages Time zones Cultures Organisat ionsTeam members 4 4 08:30 3 4

    Stakeholders 7 4 17 6 7

    Locations

    Languages

    Time zonesCultures

    Organisations

    Team members

    Stakeholders

    Locations

    Languages

    Time zonesCultures

    Organisations

    Team members

    Stakeholders

    Locat ions Languages Time zones Cultures Organisat ionsTeam members 4 4 08:30 3 4

    Stakeholders 7 4 17 6 7

    Locations Languages Time zones Cultures Organisat ionsTeam members 4 4 08:30 3 4

    Stakeholders 7 4 17 6 7

    Figure I.3 A pharmaceutical global project

    Locations

    Languages

    Time ZonesCultures

    Organisations

    Team members

    Stakeholders

    Locations Languages Time Zones Cultures OrganisationsTeam members 6 3 1 4 8

    Stakeholders 8 3 1 6 10

    Locations

    Languages

    Time ZonesCultures

    Organisations

    Team members

    Stakeholders

    Locations

    Languages

    Time ZonesCultures

    Organisations

    Team members

    Stakeholders

    Locations Languages Time Zones Cultures OrganisationsTeam members 6 3 1 4 8

    Stakeholders 8 3 1 6 10

    Locations Languages Time Zones Cultures OrganisationsTeam members 6 3 1 4 8

    Stakeholders 8 3 1 6 10

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    Global programs

    PMI (2006a) defines a program as a group of related projects managed in a coordinated way

    to obtain benefits and control not available from managing them individually. The programmanager works closely with the program board, which is composed of senior stakeholders

    who provide guidance and make decisions affecting the program outcomes, and with other

    parties that have an interest in or are affected by the program. The program manager must also

    communicate with the Program Management Office (PMO), which oversees the management

    of programs. The program manager is responsible for providing direction and guidance to

    the project managers, and may receive assistance from a Program Support Office. Figure I.5

    provides an overview of the relationship between the program manager and the program

    stakeholders.

    The four main categories of programs take into consideration two dimensions: the location

    of the program stakeholders and the location of the different project teams (summarised

    by Figure I.6). One of these categories (traditional programs) includes programs where all

    stakeholders and project teams are located in the same country, which is not the focus of this

    book. The other three categories (global programs) will now be evaluated in detail.

    The first category (local program of global projects) is a group of related globalprojects

    managed in a coordinated way to obtain benefits and control not available from managing

    them individually, where the program manager is located in the same country as all the project

    managers and members of the program board. While all the practices in this book are relevant

    to the project managers, the program manager may only require them to communicate with key

    stakeholders located around the globe. One example is a program to develop and implementa new software tool in five countries (Figure I.7), with a program manager located in the UK

    (represented by the PgM circle), in the same location as all the project managers (represented

    by the PM circles). The program is composed of a global project for the software development

    (project manager in the UK and the project team in the UK, Singapore and Mexico), the pilot

    implementation project in the UK (the whole project team located together with the project

    Figure I.4 An organisational change global project

    Locations

    Languages

    Time zonesCultures

    Organisations

    Team members

    Stakeholders

    Locat ions Languages Time zones Cultures Organisat ionsTeam members 14 8 14 10 2

    Stakeholders 14 8 14 10 2

    Locations

    Languages

    Time zonesCultures

    Organisations

    Team members

    Stakeholders

    Locat ions Languages Time zones Cultures Organisat ionsTeam members 14 8 14 10 2

    Stakeholders 14 8 14 10 2

    Locations Languages Time zones Cultures Organisat ionsTeam members 14 8 14 10 2

    Stakeholders 14 8 14 10 2

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    6 G l oba l P ro j e c t Ma na gem ent

    manager) and the local implementation projects in the United Arab Emirates, Singapore,

    Mexico and Canada (all coordinated by project managers primarily based in the UK).

    The second category (global program of local projects) is a group of traditional projects

    deployed in various countriesand managed in a coordinated way, to obtain benefits and control

    not available from managing them individually and in the same country. This is the opposite

    of the first category, as the program managers will make use of most practices in this book

    when managing the project managers and communicating with the program board and other

    key stakeholders. Figure I.8 illustrates one global program that will implement standardised

    desktop computers in four countries, with the program manager in Brazil and project managers

    coordinating traditional teams (all team members in the same location) in Australia, India,

    South Africa and Australia.

    The third category (global program of global projects) is a group of global projects, with

    project managers located in different countries to the program manager and the program

    board. This category represents the true challenge of global programs, requiring excellent

    Figure I.5 Global program stakeholders

    Program

    board

    Other program

    stakeholders

    Program

    Manager

    PMO

    PSO

    Project

    Manager

    Project

    Manager

    Project

    Manager

    Program

    board

    Other program

    stakeholders

    Program

    Manager

    PMO

    PSO

    Project

    Manager

    Project

    Manager

    Project

    Manager

    Figure I.6 Categories of global programs

    Different

    countries

    Same

    location

    Same

    location

    Different

    countries

    Local program

    of global projects

    Traditional

    program

    Global program

    of local projects

    Global program

    Location of

    project

    team members

    Location of

    program

    stakeholders

    1

    2

    3

    Different

    countries

    Same

    location

    Same

    location

    Different

    countries

    Local program

    of global projects

    Traditional

    program

    Global program

    of local projects

    Global program

    Location of

    project

    team members

    Location of

    program

    stakeholders

    1

    2

    3

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    7In t r o duc t i o n

    Figure I.7 Local program of global projects

    Global Software Development and Implementation

    Program

    Singapore

    UK

    Mexico

    Implementation

    Project SG

    Implementation

    Project MX

    Time

    SoftwareDevelopment

    Project

    PMPgM Implementation

    Pilot Project UKPM

    PM

    PM

    United Arab Emirates

    Canada

    Implementation

    Project AE

    Implementation

    Project CA

    Global Software Development and Implementation

    Program

    Singapore

    UK

    Mexico

    Implementation

    Project SG

    Implementation

    Project MX

    Time

    SoftwareDevelopment

    Project

    PMPgM Implementation

    Pilot Project UKPM

    PM

    PM

    United Arab Emirates

    Canada

    Implementation

    Project AE

    Implementation

    Project CA

    Figure I.8 Global program of local projects

    Global Desktop

    Program

    Australia

    Implementation

    Project AU

    South Africa

    India

    Brazil

    Implementation

    Project SA

    Implementation

    Project IN

    Time

    DesktopDesign

    Project

    Implementation

    Project BR

    PM PM

    PM

    PM

    PM

    PgM

    Global Desktop

    Program

    Australia

    Implementation

    Project AU

    South Africa

    India

    Brazil

    Implementation

    Project SA

    Implementation

    Project IN

    Time

    DesktopDesign

    Project

    Implementation

    Project BR

    PM PM

    PM

    PM

    PM

    PgM

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    8 G l oba l P ro j e c t Ma na gem ent

    interpersonal skills and open-minded behaviour from all stakeholders. The global program

    manager and all global project managers can apply the recommendations in this book

    to improve understanding and reduce conflicts. This is also true when a mix of the three

    categories appears (for example, traditional and global projects will be part of the same

    program, or only some of the project managers are in the same location as the programmanager).

    International companies often conduct global programs to implement Enterprise

    Management suites, with global projects for the different solutions. In the example illustrated

    in Figure I.9, the global program manager is located in France and the project managers and

    project teams are distributed in different countries.

    Global projects and programs requirements

    As discussed before, the processes, tools and methods assembled in the existing project

    management bodies of knowledge are applicable to most types of projects, whether they are

    traditional, virtual or global. However, what are the specific needs of global program and

    project managers that lead to the need for specific techniques and methods? A study on the

    available literature, complemented by interviews with global project and program managers,

    identified their main requirements, represented in Figures I.10I.13.

    Figure I.9 Global program of global projects

    Global Enterprise Management Program

    Chile

    France

    Israel

    Time

    PgM

    United States

    China

    Human Resources

    Implementation

    Project

    Global

    Blueprint

    PM

    Corporate

    Implementation

    ProjectPM

    Finance

    Implementation

    Project

    PM

    Operations

    Implementation

    Project

    PM

    PM

    Supply

    Chain

    Management

    (SCM)

    ImplementationProject

    PM

    Supplier

    Relationship

    Management

    (SRM)

    Implementation

    Project

    PM

    Global Enterprise Management Program

    Chile

    France

    Israel

    Time

    PgM

    United States

    China

    Human Resources

    Implementation

    Project

    Global

    Blueprint

    PM

    Corporate

    Implementation

    ProjectPM

    Finance

    Implementation

    Project

    PM

    Operations

    Implementation

    Project

    PM

    PM

    Supply

    Chain

    Management

    (SCM)

    ImplementationProject

    PM

    Supplier

    Relationship

    Management

    (SRM)

    Implementation

    Project

    PM

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    Figure I.10 Requirements of global project managers global team management

    Global Team Management

    How can I manage conflicts among team members working in different locations (tome)?

    How can I establish trust among virtual team members, particularly when they workfor different organisations?

    How can I develop leadership skills that can be effective for team members in otherlocations?

    How can I learn to deal with different cultures, allowing other team members to thrivein a multicultural team?

    How can I perform team-building activities when the budget does not authorise allteam members to be in the same location during the project initiation phase?

    How can I provide coaching to project managers and coordinators located away fromme?

    Figure I.11 Requirements of global project managers communication across

    borders

    Communication Across Borders

    How can I have more efficient and shorter meetings over distance?

    How can I adapt my company templates for meetings over distance?

    How can I track the project tasks and deliverables assigned to people located in othercountries, and avoid misunderstandings created by the different languages?

    How can I conduct special meetings, like brainstorming, coaching and knowledgetransfers over distance?

    Figure I.12 Requirements of global project managers organisational culture

    Global Organisations

    How can my organisation adapt its structure and culture to thrive as a globalcompany?

    What is the best way to structure the project team?

    What types of professionals work well over a distance, and how to select them?

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    10 G lo ba l P r oj ec t Ma na ge me nt

    If you are currently managing or are involved in a global project or program, it is likely

    that you have some of these questions in mind. The framework explained in this book aims to

    address all the above requirements, complementing the existing project management bodies

    of knowledge.

    The answers to these questions are not universal as they depend on factors like the country

    and organisational cultures involved in the project, the number of locations, the different

    languages, the team size and the project duration, size and complexity. Therefore, the approach

    of the framework presented in this book is not to provide a one-size-fits-all strategy, theright answers or the best practices in global project management. The framework contains

    guidelines and models that will help you to understand the cultural differences and sources of

    misunderstanding. You should determine the best alternatives for your own situation, based

    on the real-life examples and practices taken from other international companies. You will

    then be able to define an implementation model that suits the requirements of your global

    projects, adapted to the specific needs of your organisation.

    To be or not to be global?In some situations, the location of the project team members from the main customers, suppliers

    and partners will define that a project must be global. One example is the development of a

    new product by a partnership of three companies, each with a specialised laboratory in a

    different country. In other cases, the location of the main project deliverables may determine

    the need for a global project team. This can be illustrated by the deployment of a new

    warehouse management system that requires the transformation of buildings located around

    the globe. Global projects can also allow companies to unite highly specialised team members

    in the same project without relocating them to other countries, or to delocalise certain project

    work packages or tasks in order to reduce the project costs. However, there is also a cost for

    companies to overcome the large distances between team members, lengthy travel times to

    meetings and the inconvenience of working across time zones (Wild et al, 2000).

    Before deciding to conduct global projects, each organisation must weigh up the higher

    level of innovation and the cost savings offered by having human resources distributed around

    the globe against the challenges created by the communication across borders, and the cost

    Figure I.13 Requirements of global project managers collaborative tools

    Collaborative Tools

    Which tools can my company deploy to enhance communication in globalenvironments?

    Which tools can I employ to control and coordinate virtual teams working on myprojects and programs?

    Which tools can I use to improve the quality of communication between programand project managers, enabling me to monitor the milestones without creatingadministrative overheads?

    How can my company deploy these tools at all organisational levels?

    How to foster the adoption of the tools?

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    11In t r o duc t i o n

    of implementing processes to ensure the deliverables will be produced as expected. Every

    situation will bring different results to the above equation and companies can define some

    principles of operation to guide project managers when developing human resource planning

    and assembling the project team. One example is the creation of centres of excellence, with

    a catalogue of the main standard services provided by them, and service level agreementsspecifying lead times to start activities, expected duration for common activities and the

    expected levels of quality. The organisation can then declare as mandatory the use of the

    services from these competency centres instead of developing local skills, recruiting local

    people or hiring third parties for specific project tasks.

    When deciding to deploy a global team for important projects, organisations can evaluate

    the value of the main positive and negative aspects of having a global project, and then perform

    a cost-benefits analysis. Another alternative is to perform an evaluation of the strengths,

    weaknesses, opportunities and threats (SWOT analysis). A brainstorming session can identify

    the main factors applicable to each project, and the lists shown in Figures I.14 and I.15 canserve as a checklist to validate and complement the findings.

    Organisational change and organisational theory

    When organisations decide to start implementing global projects, or when they decide to

    increase the success rate of global projects, they must adapt their structures and their project

    management methodology. In order to succeed, this change process must focus on the whole

    organisation, from different perspectives. Harold Leavitt (1964) suggested that organisations

    Figure I.14 Possible advantages of global projects

    Advantages

    Access to technical experts

    Attracting the best workers independent of location

    Environmental benefits

    Global workdays (24 hours vs. 8 hours)

    Improved disaster recovery capabilities

    Increased flexibility

    Increased innovation (by reducing group thinking)

    Increased productivity

    Larger pool of potential job candidates

    More accurate picture of international customers' needs

    No need to relocate existing workers

    Proximity to customers

    Reduced labour costs

    Reduced office space requirements

    Reduction in travel time and expense

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    12 G lo ba l P r oj ec t Ma na ge me nt

    consist of four elements task, structure, technology (tools) and people (actors), which

    are interdependent and interact with the external environment. A change in one of these

    variables will almost certainly have an impact on the others. Based on the model from Leavitt,

    Peter Clark (1972) suggested that, approaches to organisational change should take accountof the possibilities presented by the four interacting variables to create multiple points of

    intervention.

    Laurie Mullins built on the organisational model from Leavitt to suggest five interrelated

    sub-systems to be used when analysing work organisations: task, technology (including

    physical aspects and methods, systems and procedures), structure, people and management.

    This organisational theory highlights the interrelationships between these variables, noting

    that, there is no one best, universal structure. There are a large number of variables, or

    situational factors, which influence organisational design and performance. (Mullins, 1996).

    A framework for global programs and projects

    framework

    4. A set of assumptions, concepts, values, and practices that constitutes a way of viewing

    reality.

    The American Heritage Dictionary of the English Language, Fourth Edition1

    framework

    2. A frame or structure composed of parts fitted and joined together.

    Random House Unabridged Dictionary2

    1 2000 Houghton Mifflin Company

    2 2006 Random House, Inc.

    Challenges

    Adapt the organisational culture to home working

    Adapt the organisational structure to virtual teamsAdapt the working hours to different time zones

    Build trust

    Cope with language differences

    Deploy collaborative software and licence costs

    Establish a team identity

    Handle divergent cultural values

    Manage conflicts over distance

    Provide communication and cultural training

    Provide communication technology

    Figure I.15 Possible challenges of global projects

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    13In t r o duc t i o n

    The framework suggested in this book is based on the models from organisation theory, providing

    a flexible set of recommendations that can have a positive influence on the performance of

    global projects. Companies can select which areas of improvement are required, depending on

    their specific needs. They can also determine the order and priorities to implement the groups

    of recommendations, depending on their corporate cultures and the technologies available.Finally, they have the flexibility to select which particular recommendations are applicable

    to their global projects, considering their main characteristics (different languages, countries,

    cultures and time zones).

    The organisational change foundation of the framework allows a holistic approach during

    the definition of new processes and practices, and the implementation of the recommendations.

    Global teams require a new set of people skills, interpersonal relationships and leadership

    styles. Novel communication techniques must allow the management of team members and

    other stakeholders over distance. Different forms of project structures and organisational

    standards must be in place to cope with project team members distributed around the globe.The organisational culture will serve as a basis for the selection and implementation of the

    collaborative tools hardware, software and communications. New techniques, systems and

    procedures need to be available to all stakeholders involved in global projects to increase

    adoption of the new set of tools. Figure I.16 illustrates the resulting framework for global project

    management, and the five categories of information: global teams, global communication,

    global organisations, collaborative tools and collaborative techniques.

    The practices, processes, measures, theories and case studies in the framework are grouped

    into different knowledge areas that allow a modular implementation. Five chapters exist for

    each category from the framework (Figure I.17), as follows:

    Global team management the chapters in this category represent the main

    recommendations found in the literature for effective management of global project teams:

    cross-cultural collaboration, global team leadership, trust building, conflict resolution and

    coaching over distance.

    Global communication the chapters in this category complement the communication

    processes as explained in the PMBOK guide: global stakeholders analysis and

    Figure I.16 The Global Project Management Framework: five categories

    Jean Binder 2007

    Collaborative tools

    Collaborative techniques

    Global teams

    Global communication

    Global organisationsOrganisational

    Change

    Organisational

    Theory

    Collaborative tools

    Collaborative techniques

    Global teams

    Global communication

    Global organisationsOrganisational

    Change

    Organisational

    Theory

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    14 G lo ba l P r oj ec t Ma na ge me nt

    communication channels (main activities of the communications requirements analysis),

    communication rules and templates (input to the communications planning process),

    global communication strategy (part of the communications management plan), global

    communication techniques (knowledge gathering, distribution and exchange) and global

    creativity using online brainstorming techniques.

    Global organisations this category contains the knowledge required by globalorganisations to improve the effectiveness of global projects: global project organisation

    structures, global human resources selection, global program and project offices,

    organisational support and global collaborative networks.

    Collaborative tools this category provides generic strategies for the implementation

    of collaborative tools: basic technologies (e-mail and telephones), synchronous audio

    and video tools (audio and video conferencing), synchronous text and image tools

    (instant messaging and web conferencing), asynchronous knowledge sharing tools and

    asynchronous project management information systems. These knowledge areas represent

    the main solutions currently available to global projects, and can be expanded to include

    the new developments expected in the near future.

    Collaborative techniques the chapters in this category provide techniques that

    allow the adoption of the collaborative tools by most project stakeholders: use of basic

    technologies (e-mail and telephones), effective audio and video conferencing, coordination

    of online meetings, knowledge sharing techniques and project management information

    systems.

    Figure I.17 The Global Project Management Framework

    Jean Binder 2007

    Project

    Management

    software

    Knowledge

    sharing

    tools

    Audio and video

    tools

    Basic

    tools

    Collaborative

    PMKnowledgeOnline meetingsAudio and videoBasic

    techniques

    CoachingConflict

    resolution

    Trust building

    Cross-

    cultural

    collaboration

    Global

    team

    leadership

    Global

    creativity

    Global

    communication

    techniques

    Global

    communication

    strategy

    Stakeholders

    and

    communication

    channels

    Rules

    and

    templates

    Organisational

    support

    Global

    project

    structures

    Global

    program and

    project

    offices

    Selection of

    international

    human

    resources

    Text and image

    tools

    Global

    collaborative

    networks

    1 2 3 4 5

    6 7 8 9

    10

    11 12 13 14 15

    16 17 18 19 20

    21 22 23 24 25

    sharing

    techniquestechniques

    Collaborative tools

    Collaborative techniques

    Global teams

    Global communication

    Global organisations

    Project

    Management

    software

    Knowledge

    sharing

    tools

    Audio and video

    tools

    Basic

    tools

    Collaborative

    PMKnowledgeOnline meetingsAudio and videoBasic

    techniques

    CoachingConflict

    resolution

    Trust building

    Cross-

    cultural

    collaboration

    Global

    team

    leadership

    Global

    creativity

    Global

    communication

    techniques

    Global

    communication

    strategy

    Stakeholders

    and

    communication

    channels

    Rules

    and

    templates

    Organisational

    support

    Global

    project

    structures

    Global

    program and

    project

    offices

    Selection of

    international

    human

    resources

    Text and image

    tools

    Global

    collaborative

    networks

    1 2 3 4 5

    6 7 8 9

    10

    11 12 13 14 15

    16 17 18 19 20

    21 22 23 24 25

    sharing

    techniquestechniques

    Collaborative tools

    Collaborative techniques

    Global teams

    Global communication

    Global organisations

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    15In t r o duc t i o n

    The framework sources

    Figure I.18 illustrates the main sources of information for the framework structure and

    contents. Academic papers provided the knowledge for the construction of the framework and

    for the structure of the 25 chapters. The main contents come from direct observations, roundtables, interviews, surveys and personal experiences of successful projects. The observation

    and analysis of less successful projects also provided an interesting comparison for the

    conclusions about the influence of the good practices on the project performance and on the

    quality of the deliverables. Other literary sources usually based on different forms of theory,

    research, work experiences and case studies provided additional information to validate and

    complement the academic findings and the real life experience. The main literary sources

    come from the following domains:

    Project management bodies of knowledge (for example, PMBOK Guide, PRINCE2,

    Gower Handbook of Project Management, International Journal of Project Management,Project Management Journal).

    Virtual teams (for example. Edwards and Wilson (2004), Haywood (1998), Fisher and Fisher

    (2001), Lipnack and Stamps (1997), Kostner (1996), and Hawaii International Conferences

    on System Sciences, see DeLone et al. (2005) and Katzv et al. (2000)).

    Virtual project management (for example, McMahon (2001), Mayer (1998), Rad and Levin

    (2003), Pauleen (2004), Goncalves (2005).

    Management and organisational behaviour (for example,. Buchanan and Huczynski

    (1997), Mullins (1996), Hannagan (1995)).

    Cross-cultural studies (for example, Hofstede (2001), Trompenaars (2003, 2005), Melkmanand Trotman (2005), Magala (2005)).

    International business (for example, Wild et al (2000), Mead (2000, 2004)).

    Specialised magazines (for example, PM network, Project Manager Today).

    The full references can be obtained from the bibliography section (see page 271).

    Figure I.18 The Global Project Management Framework: sources of information

    Academic studies and

    books on project

    management, virtual

    teams and virtual projectmanagement

    Academic studies and

    books on organisational

    behaviour, cross-cultural

    studies and international

    business

    Real life experience Global Project Management

    Framework

    Academic studies and

    books on project

    management, virtual

    teams and virtual projectmanagement

    Academic studies and

    books on organisational

    behaviour, cross-cultural

    studies and international

    business

    Real life experience Global Project Management

    Framework

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    16 G lo ba l P r oj ec t Ma na ge me nt

    What the framework provides to global organisations

    The framework implementation provides three main benefits to global organisations. Firstly,

    companies can deploy collaborative tools using the implementation templates supplied in

    this book. They may use the recommendations to increase the adoption rate of technology bythe team members involved in global projects, by providing them with enough knowledge to

    master the essential functions of the hardware, software and communication tools. This will

    increase the efficiency of meetings, reduce the occurrence of misunderstandings and foster

    collaboration among team members in different locations.

    The second benefit may be achieved when international companies implement a set of

    processes and good practices for global project management, based on the recommendations and

    templates provided in the different chapters. The project managers, program managers and PMO

    team members can form study groups, evaluating what recommendations are applicable to their

    specific situations, and develop new practices from their personal experience. The outcome willbe a framework of good practices adapted to the organisational culture and to the cultures of

    the countries where the company operates. The framework can also be included in the project

    management methodologies. The organisations that opt for the Global Project Management

    Framework as the structure for their good practices will simplify the exchange of information with

    other companies, the comparison of their practices and the creation of a set of practices specific

    to cross-company projects. These companies will benefit from an increased level of trust between

    team members, increased cooperation levels among people from different cultures, effective team

    leadership over distance and streamlined communication channels among all stakeholders.

    Lastly, organisations can promote internal training on global project management, usingthe framework as a basis for the course structure and the contents, to increase awareness of and

    proficiency on the collaborative tools and global project management practices. The global

    project managers and team members attending the training can learn and discuss the main

    recommendations, practice coaching and brainstorming over distance, use the collaborative

    tools, rules and templates during the exercises and try the global communication techniques.

    Cross-cultural training can complement these sessions, with practical exercises on team

    leadership, conflict and negotiation skills, and cultural differences.

    Figure I.19 The Global Project Management Framework: the deliverables

    Collaborative tools

    Methodology and best

    practices on global

    project management

    Training on global

    project management

    Global Project Management

    Framework

    Collaborative tools

    Methodology and best

    practices on global

    project management

    Training on global

    project management

    Global Project Management

    Framework

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    17In t r o duc t i o n

    The next steps

    The framework explained in this book provides a comprehensive starting point for global

    organisations, project offices, global program managers and project managers to achieve

    higher levels of efficiency. After the implementation of the framework in their organisations,programs and projects, new practices and recommendations will start to appear, aiming for

    constant evolution and improvement.

    The modular design allows a constant evolution of the framework through your

    feedback. At the end of each chapter, you will find questions about your opinions on the

    recommendations, practices, tools and techniques. You can also reflect on the applicability

    of each recommendation to your own environment, and voice your thoughts on the global

    project management forum (see www.GlobalProjectManagement.org):

    Are the recommendations applicable to most projects in your organisation, or only specific

    types (for example, large, critical)?

    Do you disagree with some recommendations, or have you tried different tools or practices

    with better results?

    Do you have any suggestions on how to improve the templates?

    Are you aware of different management theories that are more applicable to your country

    culture?

    The goal of this knowledge exchange is to produce an improved framework of

    recommendations that can be exchanged among different companies and countries: an

    open framework for global project management. You can think about your own practicesas a good way to improve the competitive advantage of your company, and therefore

    prefer to keep them confidential. However, the project management bodies of knowledge

    are there to prove the benefits of having a common set of good practices and terminology

    across organisations and knowledge areas. In this case, sharing is the best way to work

    together, in partnerships, in customer-supplier relations or when selling and providing

    services.

    Figure I.20 The evolutionary Global Project Management Framework

    Feedback

    Improveme

    nts

    Global

    organisations

    Discussion

    group

    Global Project Management

    Framework

    Feedback

    Improveme

    nts

    Global

    organisations

    Discussion

    group

    Global Project Management

    Framework

    http://www.globalprojectmanagement.org/http://www.globalprojectmanagement.org/
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    18 G lo ba l P r oj ec t Ma na ge me nt

    Key concepts

    Existing project management methodologies, bodies of knowledge and maturity models

    identify, but do not address, specific requirements from global project and program

    management. This book aims to build on their solid formalisation of processes andpractices, adding a layer of knowledge on global projects and programs management.

    Distributed Projects projects with team members from the same company, based in

    different locations.

    International Projects projects with team members from the same company, working

    in different countries.

    Virtual Projects projects with team members from diverse companies, in different

    locations.

    Global Projects projects managed across borders, with team members from different

    cultures and languages, working in different nations around the globe. Global programs a group of related projects with aligned strategic benefits, normally

    associated with tactical organisation change, whose stakeholders are located in

    different countries.

    Global project management requirements can be classified into tools, meeting

    management, people management and the organisational structure and culture.

    A cost-benefit analysis is required before deciding to deploy a global team to work on

    a project. The remaining chapters in this book will help in overcoming most of the

    challenges, but the residual cost and effort associated with training and organisational

    changes should not be underestimated.The Global Project Management Framework was built on organisational change and

    organisational theories, allowing a consistent implementation of good practices and a good

    adoption rate by global project team members. The five categories of information in the

    framework are: global teams, global communications, global organisations, collaborative

    tools and collaborative techniques.

    The framework in Figure I.17 is a good reference tool for the preparation of a framework

    of good practices to be implemented in your company and projects.

    Global organisations following the recommendations in the framework will deploy

    collaborative tools with a good adoption rate, update their project managementmethodologies with good practices on global project management and have a

    comprehensive template for internal training.

    Further reading

    Desouza, K., Jayaraman, A. and Evaristo J. (2002) Knowledge Managementin Non-Collocated Environments: A Look at Centralized vs. Distributed Design

    ApproachesThis paper shows how projects changed from traditional (collocated) to virtual, suggests a

    typology of projects (from single collocated to multiple virtual) and provides some hints about

    centralised and decentralised approaches to development.

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    19In t r o duc t i o n

    Van Fenema, P.C. (2002) Coordination and Control of Globally DistributedSoftware Projects

    This thesis presents an academic definition of global projects and their main challenges.

    Katzy, B., Evaristo, R., Zigurs, I. (2000) Knowledge Management in Virtual Projects:A Research Agenda

    This study provides a research model and presents an interesting categorisation for projects,

    with the definition of traditional, distributed and virtual projects.

    Zeitoun, A. (1998) Managing Projects Across Multi-National Cultures: A UniqueExperience

    This article presents the definition of Global Project Management and a checklist for working

    across cultures, discussing the main challenges in managing global projects and suggesting

    some strategies to tackle them.

    Leavitt, H.J. (1964) Applied Organization Change in Industry: Structural, Technical,and Human Approaches;

    Clark, P.A. (1972) Action Research & Organizational Change

    These sources contain the early organisation change theory and the variables used as a reference

    for the framework of good practices.

    Balogun, J. and Hailey, V.H. (2004)Exploring Strategic Change;

    Thornhill, A. et al (2000) Managing Change: A Human Resource Strategy ApproachThese books present more recent views on organisation change processes, from strategic

    change perspective (the former) and human resource strategy (the latter).

    Mullins (1996) Management and Organisational Behaviour

    This book provides a solid basis for the analysis of an organisation, for the preparation to

    an organisational change project, for the implementation of a new methodology on global

    project management and for an evolution of the organisational culture.

    Turner, J.R. and Simister, S.J. (2000) The Gower Handbook of Project Management;

    PMI Project Management Institute (2004) A Guide to the Project ManagementBody of Knowledge: PMBOK Guide;

    IPMA International Project Management Association (2006) IPMA CompetenceBaseline;

    OGC Office of Government Commerce (2002) PRINCE2

    These sources provide a solid understanding of the main processes, techniques and skills

    applicable to project management. This book relied heavily on these sources to build the

    additional knowledge required by global project management.

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    20 G lo ba l P r oj ec t Ma na ge me nt

    Interactive section

    Participate in the online survey (www.GlobalProjectManagement.org) and let us know

    which types of projects and programs you are working on, visualising in the end how your

    projects fit within the global dimensions.Access the survey results on the same website to understand how the global projects

    from different companies are positioned in the dimension matrix, and how your project

    compares with them.

    Using the discussion groups on the website, let us know your opinion on the framework:

    Do you see additional benefits to global projects in your environment, other than those

    represented in Figure I.14?

    Do you face different challenges in your global projects and programs, other than those

    represented in Figure I.15?Are you aware of organisational change theories that are more applicable to your

    geographical location and country culture?

    Can you identify any category of information missing from the framework?

    Do you have in mind a different use of the framework, other than those suggested in

    Figure I.19?

    http://www.globalprojectmanagement.org/http://www.globalprojectmanagement.org/
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    PART

    IGlobal Teams

    This part presents strategies to manage global project stakeholders, by understanding the

    differences in culture, language and time zones, and identifying how to transform these

    differences from