This article was first published on the NTEN Blog in March of 2011.
As an IT Director, co-workers, peers, and consultants frequently ask me, “Do you use Microsoft Project?” The answer to that question is a resounding denial.
Then I elaborate with my true opinion of Project: it’s a great tool if you’re building a bridge or a luxury hotel. But my Project rule of thumb is, if the budget doesn’t justify a full-time employee to manage the Project plan (e.g., keep the plan updated, not manage the project, necessarily), then MS Project is overkill. Real world projects require far more agile and accessible tools.
The keys to managing a successful project are buy-in and communication. The people who run the organization need to support it and the people the project is being planned for need to be expecting and anticipating the end result. Projects fail when all participants are on different pages: vague or different ideas of what the goals are; different levels of commitment; poor understanding of the deadlines; and poorly set expectations. GANTT charts are great marketing tools — senior executives never fail to be impressed by them — but they don’t tell the Facilities Coordinator in clear language that you need the facility booked by March 10th, or the designer that the web page has to be up by April 2nd.
You want to use tools that your project participants can access easily, preferably ones they’re already using. Here are five tools that are either free or you’ve already obtained, which, used together, will be far more effective than MS Project for the typical project at a small to mid-sized organization:
- GanttProject. GanttProject is an open source, cross-platform project management tool. Think of it as MS Project lite. While the feature set includes identifying project resources, allocating time, and tracking completion, etc., it excels at creating GANTT charts, which can then be used to promote and communicate about the project. People appreciate visual aids, and GANTT charts visually identify the key tasks, milestones and timeframes. I don’t recommend diving into the resource allocations and the like, as I think that’s the point where managing the project plan starts becoming more work than managing the project.
- Your email app. It’s all about communication: setting expectations, managing expectations, reminding and checking on key contributors so that deadlines are met. Everyone already lives in their email, so you want to visit them where they live. Related tool: the telephone.
- MeetingWizard, Doodle, etc. We might gripe about meetings, but email alone does not cut it. If you want people to understand what you’re trying to accomplish — and care –they need to see your face and here the inflections in your voice when you tell them about it. By the same token, status updates and working out schedules where one person’s work depends on others completing theirs benefit greatly from face-to-face planning.
- Excel (or any spreadsheet). Budgets, check off lists, inventory — a spreadsheet is a great tool for storing the project data. Worthy alternatives (and superior, because they’re multi-user): Sharepoint or Open Atrium.
- Socialcast (or Yammer). Socialcast is Facebook for organizations. Share status, links, and files in a microblogging client. You can create categories and assign posts to them. The reasoning is the same as for the email, and email might be your fallback if your co-workers won’t take to microblogging, but if they’re open to it, it’s a great way to keep a group of people easily informed.
It’s not that there aren’t other good ways to manage projects. Basecamp, or one of the many similar web apps might be a better fit, particularly if the project team is widely dispersed geographically. Sharepoint can replace a number of the tools listed here. But you don’t really have to spend a penny. You do need to plan, promote, and communicate.
Projects don’t fail because you’re not using capital “P” Project. They fail when there isn’t buy-in, shared understanding, and lots of interaction.
Peter Campbell is currently the Director of Information Technology at Earthjustice, a non-profit law firm dedicated to defending the earth. Prior to joining Earthjustice, Peter spent seven years serving as IT Director at Goodwill Industries of San Francisco, San Mateo & Marin Counties, Inc. Peter has been managing technology for non-profits and law firms for over 20 years, and has a broad knowledge of systems, email and the web. In 2003, he won a “Top Technology Innovator” award from InfoWorld for developing a retail reporting system for Goodwill thrift. Peter’s focus is on advancing communication, collaboration and efficiency through creative use of the web and other technology platforms.