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Build stronger project methods and plans, and execute them with more success
Get more done in less time because you arent spinning your wheels
Develop and maintain constructive partnerships with your customers
Build respect among all of your stakeholder groups as someone who can get things done
Create a competitive advantage for yourself within your organization and industry
If you want to develop the expertise you need to have the kind of success in project management that you
want to achieve, then you can trust Prodevia Learning to help you to get there.
Learn more at www.prodevia.com.
Project
Search and Rescue
TM
Table of
Contents
Table of Contents
How to Complete this Course ................................................................................. 3
How to Complete the Guide and Exercises.............................................................................................. 3
How to Contact the Instructor ................................................................................................................... 3
How to Submit Course Completion and Report PDUs ............................................................................. 3
Completion Checklist ................................................................................................................................ 4
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Table of
Contents
Bibliography ........................................................................................................ 88
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How to Complete
this Course
Complete the review questions for each chapter. Ideally, the student will keep a separate
notebook with his or her answers to all review questions.
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How to Complete
this Course
Completion Checklist
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Course Objectives
Course Objectives
By the end of this curriculum the student will be able to:
Describe what a lost project is and why it is important to uncover lost projects within the
organization.
Explain the behaviors of humans who find themselves lost as well as understand the behaviors of
lost individuals who tend to survive.
Discuss the parallels between individuals lost in the wilderness and individuals lost on project
efforts.
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Chapter 1
Introduction
Student Notes
The
Consider an
experience that you may have had in your lifetime where you have
physically found yourself lost. Perhaps you remember being separated
from your parents as a small child. Perhaps you were driving in a car
without a sense of where you were. Or, maybe you found yourself lost
while hiking along a mountain path.
What feelings did you experience? How did being lost affect your
judgment or your ability to make thoughtful decisions? How were you or
others able to find you again? Consider these questions for a moment
and make some notes for yourself.
This course attempts to analyze the behaviors of lost individuals and
apply this understanding to the project environment. Amazingly, there
are lessons to learn from individuals who find themselves lost in the
wilderness which can be applied to individuals who find themselves lost
within the complexities of projects no longer on the right path.
Because there are many striking parallels between how people behave
when they are lost in the woods and how people behave when they are
lost in their projects, the common body of knowledge around wilderness
Search and Rescue efforts can help both the project manager on the
project that has become lost as well as the rescue team charged with the
recovery of lost project efforts.
This course will begin by exploring
the common body of knowledge
There are many striking parallels
surrounding Search and Rescue
between how people behave when
teams attempting to find individuals
We will
lost in the wilderness and how people lost in the wilderness.
uncover
the
common
stages
of
behave when lost on project efforts.
emotions and behaviors of those
K
who have become lost, and we will
discuss the behaviors of those who
survive through the experience of being lost. We will define what a lost
project is. We will outline the parallels between lost individual behavior
and lost projects. We will also review a set of guidelines to assist a
Project Search and Rescue (PSAR) team charged with searching for lost
projects, and we will discuss recommendations for project rescue efforts.
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7
Chapter 1
Introduction
Student Notes
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8
Chapter 1
Introduction
Student Notes
Review Questions
The following review questions will assist you in developing
comprehension of the material contained in this course introduction.
Answer the following questions in a separate notebook.
1. Define a lost project.
2. Why is recovering lost projects a critical skill set?
3. Why is it that lost projects can be difficult to find?
4. What advantage do easily discovered lost projects have that
hidden lost projects do not have?
5. How do lost projects create an opportunity cost for the
organization?
6. What are some of the factors that can create lost projects?
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9
Chapter 2
The Behaviors of
Being Lost
Student Notes
Before we can begin to show the parallels between a lost hiker and
the lost project team member, it is important to understand the
Search and Rescue common body of knowledge around the human
psychology of being lost. These parallels will be discussed later in
this course; however, you are encouraged to make notes in the
margins of this text as comparative themes occur to you between
hikers lost in the wilderness and project stakeholders lost on
projects.
ss
re
St
Stress
has
many
advantages
for
the
or
individual. Stress forces
ss
re
t
S
an individual to become
more aware of his
Stress?
environment
and
Or
Stressor
Stressor
Distress?
stimulates him to work in
St
re
a
more
thoughtful
ss
or
or
s
s
e
manner. However, too
r
t
S
much stress or too
many stressors placed
upon a person can create a negative type of stress that we
commonly refer to as distress. In this more destructive form of
stress, individuals can find themselves less able to think clearly and
more likely to make mistakes.
or
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Chapter 2
The Behaviors of
Being Lost
Student Notes
Confusion
The initial sensation of being physically lost is referred to as spatial
disorientation. In actuality, most people operate everyday in some
state of disorientation. The reason for this is simple. A persons
environment is much too complex for him to fully comprehend.
Because this is the case, people build simpler mental models of their
physical location. These models are
generally relational in nature. This can
be demonstrated by asking a person The initial sensation of being
physically lost is referred to
to precisely locate his position on a
map. Most individuals will not be able
as spatial disorientation.
to successfully do this because his
K
manner of moving from one place to
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Chapter 2
The Behaviors of
Being Lost
Student Notes
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Chapter 2
The Behaviors of
Being Lost
Student Notes
Fear
Fear is a necessary survival mechanism. Fear causes human
beings to consider the dangers of their environment. It can also
serve to aid an individual in making more mistakes as anxiety sets in.
Anxiety is the result of a persons inability to logically think through
fear. There are many situations - fear
stressors - that may play a part in
creating anxiety for the lost hiker.
Fear is a necessary survival
Common fears that will often be
mechanism.
experienced by the lost hiker who has
K
not been able to find his way include
the following items:
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Chapter 2
The Behaviors of
Being Lost
Student Notes
A Sense of Urgency
As fears begin to create more stress on an
individual, he may begin to experience full The behavior of hurrying
distress.
The usual outcome of these
to find the right place
stressors of confusion and fear is the dire
often results in a hiker
urge to push onward. As the hiker can no
longer deny that he is completely lost there becoming even farther off
of the path.
is a growing sense of urgency to find his
destination.
Interestingly enough, the
K
behavior intended to save the hiker from
being lost will be his undoing. The behavior of hurrying to find the
right place often results in the hiker becoming even farther off of the
right path.
Panic
At this stage of emotion, a hiker can begin to rationalize near
anything. Its just over that next ridge, hell repeat with growing
delirium. Critical details are re-evaluated and deemed less important
or are overlooked entirely. As panic takes its toll on the mind, the
capacity for making thoughtful decisions diminishes greatly. The
number of assumptions begins to build, while risk evaluation and risk
mitigation is all but abandoned. This denial of risks is a consistent
behavior that most lost people exhibit.
Chapter 2
The Behaviors of
Being Lost
Student Notes
Frustration
The lack of results that occurs
from poor decision-making will
Attempting to continue to use a
soon grow into a feeling of
frustration. In searching again mental model as the correct gauge of
location will serve to make the
and again to find the right path
back to a known point, hikers
environment less familiar.
will begin to experience
K
increasing
frustration.
Attempting to continue to use
their mental model as the correct gauge of location will serve to
make the environment less familiar. A lost hiker who has continued
bending the map of reality will find himself in a situation where the
entire landscape is strange and landmarks are completely unfamiliar.
If frustration is allowed to continue unchecked it will often lead to
anger.
Anger
Anger, an escalation of the feelings of frustration, can encourage
impulsive reactions, further irrational behavior, poorly thought-out
decision-making and in some instances, it will cause an individual to
give up.
Fatigue
The emotions of frustration, anger, and depression usually create
fatigue in most lost individuals. The dangers associated with fatigue
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Chapter 2
The Behaviors of
Being Lost
Student Notes
Fear
Forgetfulness
A Sense of Urgency
Panic
Poor Decision Making
Frustration
Anger
Depression and Withdrawal
Fatigue
Forgetfulness
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Chapter 2
The Behaviors of
Being Lost
Student Notes
S
T
O
P
A Presence of Leadership
Survivors also seem to have a better chance of being found when
there is leadership among the lost group. Leadership provides a
sense of purpose for lost individuals. It spurs the group to a common
action. However, for leadership to be effective it also requires that
the purpose be broken down into simple tasks so that survival can be
managed one small step at a time.
The seven-point checklist of needs
that is used by the military as they
train their soldiers in survival
includes the following: a positive
mental attitude, first aid, shelter, fire,
signaling, water, and food.
Elements of Survival
1 A positive mental attitude
2 First aid
3 Shelter
4 Fire
5 Signaling
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Chapter 2
The Behaviors of
Being Lost
Student Notes
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Chapter 2
The Behaviors of
Being Lost
Student Notes
Review Questions
The following review questions will assist you in developing
comprehension of the material contained in this course chapter.
Answer the following questions in a separate notebook.
1. Define stress and stressors.
2. Describe the difference between stress and distress.
3. What are some of the common cycles of behavior of lost
individuals?
4. What are the common fears
5.
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Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
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Discovering Lost
Projects
Student Notes
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Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
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Discovering Lost
Projects
Student Notes
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Discovering Lost
Projects
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Chapter 3
Discovering Lost
Projects
Student Notes
Chapter 3
Discovering Lost
Projects
Student Notes
Fear
Does the participant seem
nervous or scared of
Fear may keep project participants from
discussing some details
presenting project information. A PSAR
and not others? Or, does
the participant refuse to interviewer should watch for signs of fear.
K
give
more
in-depth
answers? If the participant
does answer openly, does he also express a fear regarding the
project effort? Earlier in this course, we discussed specific fears that
individuals lost in the wilderness experience. The parallels for lost
project participants are striking. Consider the following list of fears
below and understand that these fears may play a role in how
forthcoming a project participant will be.
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Chapter 3
Discovering Lost
Projects
Student Notes
32
Chapter 3
Discovering Lost
Projects
Student Notes
Afraid
Scared
Anxious
Impossible
Lost
Frustrated
Angry
Mad
I do not know...
Confused
Disoriented
Untrusting
Stupid
Foolish
Incompetent
Late
Behind
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Chapter 3
Discovering Lost
Projects
Student Notes
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participants.
K
Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
Project changes
The project manager should be aware of changes to the project
effort and be able to speak to changes specifically. The PSAR
interviewer should query the project manager as to the changes that
have been brought into the project and how those changes were
managed. In particular, PSAR interviewers will want to see how
those changes were initiated, who initiated them, how were changes
adopted, is a change control process being used, and is the project
plan in need of a re-baseline effort due to the significance of
changes.
Project managers may or may not hold a negative view of change.
Optimally, a project manager should view change as appropriate
when it benefits the clients objectives for the business. Project
managers who recognize that change is a typical and sometimes
necessary component of a successful solution may view changes
differently than the project team. However, regardless of the project
managers personal feeling about project change, it is important that
he is able to articulate the benefit of the change to the client and
strictly manage the introduction of new changes into the effort. A
project that is besieged by change and where the project manager is
not controlling the introduction of change is a sign that the project
may be off of the path.
Project issues
Whether or not the project manager has already discussed issues as
part of the earlier discussion of risk, the PSAR interviewer will want
to take the time to discuss the matter of issues management. It is
important to consider not only the content of the project managers
responses toward issues but also his attitudes and feelings about
them. Does the project manager believe that the issues can be
addressed? Can the project manager present a current issue
register? Can the project manager describe the teams process for
resolving issues? And, is the process working? Does the project
manager believe that the current issues are a threat to the success
of the project?
As stated previously, where an abundance of issues exist and where
no process is being used to address them, the PSAR interviewer
should see this as an indication of a lost project effort.
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Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
Fear
Does the project manager seem nervous or scared of discussing
some details and not others? Or, does he refuse to give more in
depth answers? If he does answer openly, does he also express a
fear regarding the project effort?
Specific fears related to those we discussed previously that the
project manager might also experience:
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Chapter 3
Discovering Lost
Projects
lose a job.
Panic
Are there signs that the project manager is panicked about the
project effort? Does he justify the progress of the project through
assumptions that seem risky or without the use of thoughtful
judgment? Does he expressly state that the team is panicked about
the condition of the project?
Again, panic is a difficult emotion to hide. A PSAR interviewer will
see many of the earlier behaviors of confusion, frustration, a sense
of urgency, and fear expressed in a panicked individual.
Anger
Project managers also may show anger toward the PSAR
interviewer. This by itself does not suggest that he is angry about
the condition of the project. Instead, the PSAR interviewer should
look for signs of anger regarding decisions made for the project, the
status or progress of the project, or the environment that is impacting
the project. Does he seem angry as he is queried about the
condition of the project effort?
It is important to differentiate anger resulting from the project and
anger resulting from the interview. Look for interactions where anger
is present in some answers and not in others. A PSAR interviewer
should note anger when shown and the topic that initiates the anger.
In some cases, the angry project manager will refuse to cooperate in
the PSAR interview. The PSAR interviewer should move through the
list of questions as politely and
respectfully as possible and note
the
project
managers
It is important to differentiate
unwillingness to interact. If an
anger resulting from the project
angry project manager refuses to
and anger resulting from the
engage in any dialogue around a
interview.
project effort, it is a sign that the
K
project is lost and that it lacks
leadership.
Poor Decision Making
Does the project manager express concern of poor decision-making
in the project? Does he articulate the poor decisions of others and
the impact of those decisions on the project? Does he suggest that
the team has been encouraged to undertake activities that he
believes to be poor decisions? Why did he or she believe these
decisions to be poor? Has the project manager demonstrated poor
decision-making through actions he has taken or has not taken
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Chapter 3
Discovering Lost
Projects
Student Notes
Inconsistent
Confused
Scared
Crazy
Disoriented
Anxious
Failure
Untrusting
Impossible
Unhappy
Stupid
Lost
Unrealistic
Foolish
Frustrated
Unachievable
Incompetent
Angry
Uncontrollable
Late
Mad
Apathetic
Behind
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Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 3
Discovering Lost
Projects
Student Notes
Issue Review
Has the project manager presented an up-todate issues register that shows the current open
and closed issues of the project as well as a
status of issues currently in process of
resolution?
Change Review
effort.
K
Chapter 3
Discovering Lost
Projects
Student Notes
Review Questions
The following review questions will assist you in developing
comprehension of the material contained in this course chapter.
Answer the following questions in a separate notebook.
1. What are the planning elements that a PSAR team must
consider before beginning a PSAR Review?
2. How should a PSAR list of projects be established?
3. What information should be provided to the project
manager before interviewing project participants?
4. How should each interview with a project participant
begin?
5. How can a PSAR team most effectively gain the
cooperation of a project team in the PSAR review?
6. What specific elements should be discussed with the
project participant regarding the project effort?
7. Explain why the PSAR interviewer should ask a project
participant about his understanding of the strategic
implications of the solution provided by the project?
8. When discussing the project objective, scope, what
should a PSAR interviewer pay particular attention to?
9. Define means-ends inversion.
10. What is the critical difference between project risk and
project issues?
11. Why is a participants negative view of change to a
solution less important than his understanding of project
impacts created by the change?
12. Why is it important that the PSAR interviewer discuss
with the project participant how actual work is reported?
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Chapter 3
Discovering Lost
Projects
Student Notes
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Chapter 4
Evaluating Project
Review Results
Student Notes
Inconsistencies
between
Project
Participant
Responses and Project Manager Responses
It will also be important to note inconsistencies between the
interviews of project participants and the interview of the project
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Chapter 4
Evaluating Project
Review Results
Student Notes
Positive Findings
Though the goal of a PSAR team is to discover projects that are lost,
it is important to also note those things that seem to be running
successfully on the project effort. In some cases, projects that made
the review list will have many more positive outcomes than negative
ones, and this information can be useful to assess the health of the
project as a whole.
Executive Summary
The PSAR Discovery Report should begin with a high-level summary
of the detail that will be covered specifically within the body of the
report. This summary should be a concise explanation in four to six
sentences that describes the current state of the project.
Assessment
Considering the information in its totality, the team will need to
provide its assessment as to whether the project is on the path or if it
is a lost effort. The assessment provided within the template is a
qualitative assessment by the PSAR team after consideration of all
elements that were uncovered during the review. The scale provided
within the template is defined as follows:
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Chapter 4
Evaluating Project
Review Results
Student Notes
Findings
The PSAR Discovery Report should finally include specific findings
by the PSAR team. The findings discussed beginning on page 71,
Evaluating Project Review Results, should be documented within the
report such that the reader can read in more detail, if desired.
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Chapter 4
Evaluating Project
Review Results
Student Notes
A project manager
deserves the
opportunity to
understand those items
that are related to his
project effort so that he
may address additional
questions when asked
about the project.
K
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Chapter 4
Evaluating Project
Review Results
Student Notes
Review Questions
The following review questions will assist you in developing
comprehension of the material contained in this course chapter.
Answer the following questions in a separate notebook.
1. What are the five components of a PSAR Review
results?
2. How should common themes be documented?
3. When considering dissenting opinions within the
findings, what value can this information provide a PSAR
team?
4. What are the three elements of a PSAR Discovery
Report?
5. What should be included in the Executive Summary?
6. According to the scale provided in this course, what
should occur if the PSAR team assesses a project effort
a score of 3?
7. With whom should a PSAR Discovery Report be
shared?
8. Why is it important that the project manager see a PSAR
Discovery Report first?
9. When considering how a PSAR Discovery Report should
be shared, what must a PSAR team always consider
first?
10. How should a PSAR team present itself in the face of
political pressures when a report is not well-received?
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Chapter 5
Rescuing Lost
Projects
Student Notes
PSAR Rescue & Recovery (R&R) effort will depend upon several
factors: project leadership, the project plan, defined roles and
responsibilities, risk assessment and mitigation, scope definition, reestimating time and cost, and perhaps the development of a steering
committee combined with project review meetings. What will be
required will be specific for each project. As discussed in the last
section, a project that is assessed with a score of 2 may not require
all of these deliverables. Below is a discussion of each deliverable in
more detail.
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Chapter 5
Rescuing Lost
Projects
Student Notes
Clarifying Scope
For those projects where scope is not clearly decomposed, or
defined, the PSAR team should work with the project manager,
team, and client to re-scope the project or to further clarify present
scope. If the scope is ambiguous due to poor requirements
gathering, the PSAR team should assist in ensuring that the
necessary conversations are occurring to clearly define what the
deliverables of the project are. Again, this definition of deliverables
will drive the activity lists that will later be added to the schedule.
Additionally, for those projects plagued by scope change problems,
the PSAR team should assist a project manager in implementing a
process for change control and possibly even assist him in
discussing the process with the client.
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Chapter 5
Rescuing Lost
Projects
Student Notes
Chapter 5
Rescuing Lost
Projects
Student Notes
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Chapter 5
Rescuing Lost
Projects
Review Questions
Student Notes
The following review questions will assist you in developing
comprehension of the material contained in this course chapter.
Answer the following questions in a separate notebook.
1. Why is it important for the PSAR team to have a project
plan for the R&R effort?
2. What is a PSAR teams role in defining and documenting
objectives?
3. What is a PSAR teams role in risk?
4. What is a PSAR teams role in clarifying scope?
5. What is a PSAR teams role in re-estimating time and
cost on the project?
6. What should a PSAR team assist a project manager in
implementing when there is trouble within the project
team environment?
7. What is the purpose of the steering committee in the
R&R effort?
8. What is a PSAR teams role in establishing a steering
committee?
9. Who should be the primary driver of information to the
steering committee?
10. What two items do a PSAR team and project manager
determine for project reviews with the steering
committee?
11. How does a PSAR team prevent becoming a negative
influence on the project and its stakeholders?
12. What is a suggested method for building trust among
project stakeholders during the R&R effort?
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Chapter 6
Recognizing if You
are Lost
Student Notes
For those project managers who do not have the benefit of a PSAR
team to find them, it is important to be able to recognize if their
projects and teams are lost. And, once identified as lost, how does a
project manager get a project back on the path?
Self-discovering that your project is lost is a difficult challenge. As
demonstrated in the section entitled The Behaviors of Being Lost, its
sometimes difficult for lost individuals to recognize that they are lost.
Thus the familiar quote, It is hard to see the forest for the trees."
Considering the common body of knowledge around Search and
Rescue as well as the sections discussing a PSAR teams route to
discovering and rescuing projects, individual project managers can
learn how to both see the forest and the trees, or recognize they are
lost and make corrections.
1. Stop
Stop
Think
Observe
Plan
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Chapter 6
Recognizing if You
are Lost
Student Notes
2. Think
Once a stop point has been reached or determined as necessary,
the next step is to think about the current situations that the project is
under. If there are challenges, what are they? Are there ambiguities
that have not been resolved or which have no plan of action for
resolution?
For a project manager who feels strained by the current project, it
may be appropriate to discuss conditions with an objective person,
such as another project manager. Going though the projects current
situation with another individual serves to add perspective to a
situation and can allow a project manager to hear a voice that will
often be more objective toward an effort than his own will be.
A project manager can begin the process of evaluating his project for
signs of being lost through the use of the information contained in the
Discovering Lost Projects section of this text as well as utilizing the
interview templates in the Tools section at the end of this text. A
project manager may request anonymous feedback from the team.
It is important that the project manager ensures that this information
will not come back to harm individual team members otherwise it
could backfire on him.
3. Observe
A project manager should also observe the environment of the
project and review the health of interactions among the team,
himself, and other project stakeholders. Are interactions open and
honest, or are they mistrusting?
Additionally, are there any
environmental impacts that are being placed upon the project that
seem outside of your control as a project manager? For example,
are there pressures upon your project becoming lost because it is
effectively competing with another project who is lost and who in a
panic to hurry up requires more and more of a shared resources
time?
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Chapter 6
Recognizing if You
are Lost
4. Plan
A project manager must consider what must be done once he has
concluded that his effort is a lost project. A project manager who
wishes for his team and the project to survive a challenged condition
must put first things first as he undertakes to get a project back on
track. Important to the success of planning will be to actively involve
the team as well as being honest with the team without specifically
laying blame on any one person or persons.
Student Notes
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Chapter 6
Recognizing if You
are Lost
Student Notes
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Chapter 6
Recognizing if You
are Lost
Conclusion
The search and recovery of lost project efforts is a difficult journey,
but one that is rewarded with successful solutions and the ability for
a delivering organization to learn to operate more efficiently. A
PSAR effort holds advantages for all project stakeholders from the
resources building a solution to the highest tier of stakeholders who
are charged with the success of a solution. The PSAR effort, when
executed thoughtfully and completely provides the opportunity for
everyone to find success through the challenge of recovering a lost
effort.
Student Notes
Review Questions
The following review questions will assist you in developing
comprehension of the material contained in this course chapter.
Answer the following questions in a separate notebook.
1. What should a project manager do to execute the Stop
activity of the STOP Method?
2. What items should a project manager consider in the Think
activity of the STOP Method?
3. Why can an objective person be an advantage to the project
manager reviewing his project?
4. What should a project manager consider in the Observe
activity of the STOP Method?
5. What items should the project manager include in the Plan
activity of the STOP Method?
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PSAR
Crossword
4
5
6
7
10
11
12
13
14
15
16
17
18
19
20
Across
2 A project participant suffering from depression and withdrawal will often appear _____ to the PSAR
Review and the project.
3 A project participant that suffers from means-ends inversion will often concentrate on activities opposed
to _____.
4 The first person that the PSAR team should share a PSAR Discovery Report with.
7 An unfamiliar situation or condition that creates stress.
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PSAR
Crossword
Across (continued)
11 Hikers and lost project teams often experience a sense of _____ and will hurry up to get back on the
right path.
12 The ______ Method creates survivors from lost individuals.
13 The project manager should always be a primary driver of information to a ______ _______.
14 This emotion is difficult for a project participant to hide from a PSAR interviewer.
16 In addition to finding the challenges, a PSAR team should also note the ______ findings.
17 Projects that are _____ are defined as initiatives that have no strategic direction or have become stuck
in a cycle that keeps it from achieving its objectives.
19 A lost project requires _______ in order to find its way to rescue.
20 The most important thing a leader can provide a lost team is a positive _____ _____.
Down
1 It is important that a PSAR interviewer always remember the difference between the discussion of
_____ and issues.
2 The PSAR report includes an executive summary, ________, and documented findings.
4 A PSAR Review can become lost itself without a solid _____.
5 ______ is a sign that the other emotions of being lost have taken its toll.
6 A PSAR interviewer should remember that a project participant's view of ______ is almost always
negative regardless of its benefit to the client.
8 Those solutions that can never be realized because resources are being expended in lost project
efforts.
9 Assumptions become dangerous when a project team has not considered what happens if the
assumption proves invalid, also known as the ______ _____ Syndrome.
10 Explaining situations that do not conform to one's mental model of reality.
15 Lost project teams who are afraid of being found incompetent to peers or clients will often fail to ____.
18______ is an important part of a conversation with a project manager and project team.
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Tools
Tools
High-Level Work Breakdown Structure for PSAR Review
Template X.1
PSAR Review Project
1.0
The PSAR
Project Plan
2.0
Listing of Projects
To Review
3.0
Interviews
4.0
Process
Review
3.1
Project Manager
Communication
3.2
Project Participant
Interviews
3.3
Project Manager
Interview
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5.0
Project
Evaluation
6.0
PSAR Report
Tools
Emotions, Attitudes,
and Behaviors
What is your understanding of why these objectives have been set as they
are?
What constraints were imposed on the team by the client or by
sponsorship? Do you understand why?
Are you aware of the current schedule for the project? Is it achievable? If
not, why?
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Tools
Interview Questions
Participants Understanding of Project Risk
Do you believe that the project team understands the risk present? If not,
why?
Are risks being communicated and documented? If not, why?
Do you believe that the risks have been given appropriate response plans?
If not, why?
Project Changes
What are your views on any changes that are occurring within the project
effort?
Project Issues
What are some of the project issues that you are concerned about? Why?
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Emotions, Attitudes,
and Behaviors
Interview Questions
Tools
Emotions, Attitudes,
and Behaviors
Do you believe that the current issues are an overall threat to the success
of the project? Why?
Did the project manager provide you a method for reporting data to him or
her?
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Tools
Interview Questions
Health of the Project Environment
How does the team work together?
Do you believe that the membership of the team is respectful toward one
another? If not, what specific problems do you see?
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Emotions, Attitudes,
and Behaviors
Tools
Emotions, Attitudes,
and Behaviors
What is your understanding of why these objectives have been set as they
are?
What constraints were imposed on the team by the client or by
sponsorship? Do you understand why?
How is scope defined for the project? (Note to interviewer - watch for signs
of means-ends inversion)
What is the current schedule for the project? How were estimates
generated? Is it achievable? If not, why?
Do you have a documented budget of the project? How was the budget
arrived at? Do you believe it is achievable? If not, why?
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Tools
Interview Questions
Project Manager's Understanding Project Risk
Do you have a risk plan? How is risk being conducted on the project?
How were response plans built? Do you believe that the project team
understands the risk present? If not, why?
What are the current assumptions that your project makes? Are there risk
plans backing up assumptions that create high risk? (Note to PSAR
Interviewer Look for Dangling Else Syndrome).
Project Changes
What are your views on any changes that are occurring within the project
effort? Can you present recent documented changes?
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Emotions, Attitudes,
and Behaviors
Interview Questions
Tools
Emotions, Attitudes,
and Behaviors
Project Issues
What are some of the project issues that you are concerned about? Why?
What is the process that you are using to document and manage project
issues? Do you believe the process is working?
Do you believe that the current issues are an overall threat to the success
of the project? Why?
Do you regularly initiate conversations with the team around risk, issues,
change, schedule, budget, and scope?
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Tools
Interview Questions
Health of the Project Environment
How does the team work together?
Do you believe that the membership of the team is respectful toward one
another? If not, what specific problems do you see?
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Emotions, Attitudes,
and Behaviors
Tools
Date:
Project:
PSAR Team Members:
Executive Summary
<insert executive summary here>
1. This project effort is a lost effort and the PSAR team recommends that
this project undergo an immediate, full Rescue & Recovery Effort as
discussed below in the recommendations section of this report.
3. It is not clear that this project is a lost effort. The PSAR team
recommends further review of the project.
4. This project effort seems to be on the path with minimal concerns. The
PSAR team recommends that findings be shared with the team along
with suggested recommendations.
Page 1
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Tools
Inconsistent Themes
Positive Findings
Page 2
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Tools
High-Level Work Breakdown Structure for PSAR Rescue & Recovery Project
Template X.5
PSAR
Rescue & Recovery
Project
1.0
The R&R
Project Plan
2.0
Objectives
Identification
3.0
Evaluations
4.0
Scope Clarification
5.0
Communication Plan
3.1
Risk
Evaluation
3.2
Time and Cost
Evaluation
6.0
Steering Committee
Created
7.0
Project Review
7.1
Review
Schedule
Established
7.2
Project
Reviews
Conducted
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Answer Key
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Answer Key
4. What are the common fears of lost individuals when lost in the wilderness? Fear of being
alone. Fear of darkness. Fear of animals. Fear of suffering. Fear of dying.
5. What are some of the common behaviors of survivors? The STOP Method and a presence of
leadership.
6. Define the STOP method. Stop, think, observe, plan.
7. Why is leadership important for lost individuals? Leadership provides a sense of purpose for lost
individuals. It spurs the group to a common action.
8. What is the seven-point checklist suggested for leaders of lost teams? A positive mental
attitude, first aid, shelter, fire, signaling, water, and food.
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Answer Key
4. How should each interview with a project participant begin? It is extremely important to begin
each interview by discussing with the participant the objectives of the PSAR Review and why it is
being undertaken. It is important to address that their involvement in the PSAR Review is an
opportunity for them to suggest improvements as well as to discuss any observations that they would
like to contribute about the project and its staff.
5. How can a PSAR team most effectively gain the cooperation of a project team in the PSAR
review? The most effective way to gain the cooperation of project teams is to deal with them in an
open, honest, and respectful manner always. A lack of honesty by a PSAR team can foster a
project teams willingness to stay lost as a method of ensuring failure of the PSAR effort.
6. What specific elements should be discussed with the project participant regarding the project
effort? Participants understanding of why the project exists, understanding of project objectives
(scope, schedule, budget), understanding of project risk, and view of the projects progress.
7. Explain why the PSAR interviewer should ask a project participant about his understanding of
the strategic implications of the solution provided by the project? PSAR interviewers who find
that the project participants do not know, do not understand, or who holds an inconsistent view of the
project vision should consider this a sign that the project may be lost. However, this is not always the
case. It will be important to look at the project participants understanding of the strategic implications
of the project combined with the other interview components.
8. When discussing the project objective, scope, what should a PSAR interviewer pay particular
attention to? The PSAR interviewer should look for signs of mean-ends inversion.
9. Define means-ends inversion. Means-ends inversion states that there is a heavier focus on
activities than deliverables within the project participants reference point.
10. What is the critical difference between project risk and project issues? Risks are potential
problems that have not yet occurred. Issues are current challenges that must be reacted to.
11. Why is a participants negative view of change to a solution less important than his
understanding of project impacts created by the change? Most project participants do not see
the strategic advantages of a change for the business and a client. They focus on how change will
interrupt their work. It is more important to ask them about the impacts of change to the project as
they see it.
12. Why is it important that the PSAR interviewer discuss with the project participant how actual
work is reported? The PSAR interviewer will want to uncover if there is consistency in terms of
team reporting as well as uncover if the participant understands how they are reporting status.
13. Explain what is meant when it is said that a project participant often has an accurate view of
the health of the project environment. A project participant is often aware of challenges among
team members or between departments that those team members may represent.
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Answer Key
14. Define what is meant by the influences of the larger organization on a project effort. These
influences are outside of the project teams control and are usually those things that the organization
or other projects will bring to bear on the project effort.
15. What common behaviors are signals that a project participant may feel lost in a project?
Confusion, Fear, A Sense of Urgency, Panic, Poor Decision Making, Frustration, Anger, Depression
and Withdrawal, Fatigue, and Forgetfulness.
16. What common fears may project participants have that can affect how forthcoming they will
be in a PSAR Review? Fear of isolation, fear of the lack of control he has on his environment, fear
of predatory team members or other individuals, fear of injuring career or reputation, fear of losing a
job.
17. Define why a project participants anger towards the PSAR Review may not always indicate
anger toward the project effort. A project participant may be angry about having to be pulled away
for the PSAR interview; however, this is anger does not necessarily indicate that he is angry about
the project effort. More information from the participant is needed before a PSAR interviewer can
determine if anger is toward them or toward the project effort.
18. Why is it important to look for consistent themes among interviews with many project
participants? The comments of one participant alone may not indicate a lost initiative; however,
consistent themes stated by many participants can demonstrate that the project is off course.
19. How should a PSAR interviewer begin the interview with the project manager? The PSAR
interviewer should take a moment when beginning the interview to discuss the objectives of the
interview as well as general themes that were shared by participants. Again, it is important to remind
the project manager that the PSAR team is an advocate for the project effort and the project team.
Discuss with the project manager that the input he provides will assist the PSAR team in better
understanding the current initiative and its challenges, if there are any.
20. How should a PSAR interviewer respond to a project manager when asked for specific
feedback from the project participants during his interview? It is not advisable to share specific
comments by specific individuals as it is likely to create a possible tangent to the agenda. Remind
the project manager that he or she will be provided with a copy of the final report and that nothing will
be held from him or her. The information provides more value when considered in its totality.
21. Explain the statement that project managers who welcome the PSAR review are
demonstrating that they have leadership ability to rescue the project effort. Project managers
who are more interested in the solution being successful and less concerned about how they will be
viewed by the organization will be more forthcoming of information and are more likely to be
concerned about the health of the project effort.
22. Define what is meant by the Dangling Else Syndrome, and why it is important for PSAR
interviewers to listen for it? Assumptions (if) used to create project plans (then) without
considering risks (else) are also dangerous territory and suggests that the project is a lost effort.
Assumptions that create a dangling else for the project effort is a sign that the initiative could be lost.
Lost projects will be full of high-risk assumptions and perhaps even no logical basis given the
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Answer Key
organizations they exist in. A PSAR interviewer should pay particular attention to the assumptions
that were made, why they were made, and how they were or were not managed as part of the risk
plan.
23. What items of project process will the PSAR interviewer want to make sure is requested from
the project manager during the interview? Project charter review, scope review, schedule review,
budget review, risk plan review, issue review, change review.
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Answer Key
10. How should a PSAR team present itself in the face of political pressures when a report is not
well-received? A PSAR team should always present itself as a cohesive group committed to the
overall success of an organization when faced with political pressure.
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Answer Key
11. How does a PSAR team prevent becoming a negative influence on the project and its
stakeholders? A PSAR team should consider that it is in the best interest of the project effort and
business to actively build good working relationships with all of those individuals who are impacted,
positively and negatively. A PSAR team should stay committed to continuing to build rapport and to
sell their role as supportive of project stakeholders being successful. A PSAR team must make it a
priority to engage with all project stakeholders in an honest and respectful manner at all occasions.
12. What is a suggested method for building trust among project stakeholders during the R&R
effort? One way for a PSAR team to build this relationship is through providing positive feedback of
successes a project experiences as a result of the R&R process. Provide recognition to individuals
on the project efforts for their achievements and serve as a broadcaster of those achievements to
those above them. A PSAR team that takes the time to advertise the successes of a project
manager and team putting a project back on the path will find that they will be rewarded with more
trusting relationships from those in the project membership.
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Answer Key
R
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Bibliography
Bibliography
Department of the Army. U.S. Army Survival Handbook. Guilford: The Lyons Press, 2002.
Gonzales, Laurence. Land of the Lost. National Geographic Adventure, Dec. 2001, p. 82 90, 92,
94, 96, 155 156.
Syrotuck, Wiliam G. Analysis of Lost Person Behavior. Mechanicsburg: Barkleigh Productions, Inc.,
1976.
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Suggested Courses
We look forward to continuing our relationship with you for your future professional
development needs.
Prodevia Learning is proud to offer courses from the best names in our profession. Here are some
suggestions that are a nice compliment to broadening concepts that were covered in Project Search and
Rescue:
Neal Whitten's No-Nonsense Guide to Leading Successful Projects
Successful projects dont just happenthey are made to happen. With this
course, Neal Whitten takes leadership and project management to a personal
level to reveal leading-edge best practices that make the difference between
leading consistently successful projects and playing the victim with troubled
projects.
This course focuses mostly on leadership and soft skills but also includes hard
skills and life skills. The course also reveals behaviors to adopt that are invaluable
in helping a person become a more successful project manager and leader. No
theories herethis stuff works!
Project Management Professionals (PMP) earn 35 Category A PDUs upon
course completion. Learn more.
The Project Management Client Oriented Results Model - PM/COR
You know client relationship management is a crucial component of successful
projects. Finally, there is a model that will teach you how to achieve client
relations excellence. Let PM/COR challenge you to have a different perspective,
and teach you how to successfully become the project manager clients ask for by
name.
The PM/COR model establishes the 5 Client-Relations Competencies that a
project manager must consistently demonstrate when interacting with clients: as
well as the 5 Client Focus Areas, which explore the components of the project
life-cycle that most concern and motivate the client.
Project Management Professionals (PMP) earn 25 Category A PDUs upon
course completion. Learn more.
Mastering Project Scope Definition
Your projects success depends upon your ability to successfully identify and gain
stakeholder agreement on project scope. This course provides a proven method
to work through the challenges of scope development and properly define the
project deliverables.
Mastering Project Scope Definition will show you a real-world formula for
successfully developing scope together with your project team and other key
project stakeholders. The course advances the concept of Work Breakdown
Structure from theory to everyday application, covering not only practical
guidelines for its development but also how to facilitate the needs of all project
stakeholders.
Project Management Professionals (PMP) earn 15 Category A PDUs upon
course completion. Learn more.
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Suggested Courses
Mastering Project Communication
Great project communication is nothing short of critical for project
success. Mastering Project Communication will provide an effective method for
implementing a project communication plan that will balance efficiency for your
stakeholders while also facilitating proper information sharing and decisionmaking.
This course will cover the more structured, planned for components of
communication such as reporting, documentation, and meetings. It will also cover
many of the extemporaneous components of communication such as ad-hoc
stakeholder interactions, your own ability to listen and craft a message to others,
and ensuring that conflicts are constructively dealt with.
Project Management Professionals (PMP) earn 15 Category A PDUs upon
course completion. Learn more.
Mastering Project Requirements
The failure of properly documenting our clients' requirements is one of the most
common project management problems. Because this problem occurs at the
outset of the project, these are the costliest of errors to make.
This course uncovers how to effectively develop requirements saving the
headaches of rework, delays, cost overruns, client satisfaction issues, and
possibly even project shutdown.
This course establishes solid process and procedures, as well as methods for
managing stakeholder involvement.
Project Management Professionals (PMP) earn 10 Category A PDUs upon
course completion. Learn more.
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Suggested Courses
Mastering Project Change
Project managers know project change is a real and present threat to their
projects. It could be said; however, that project management itself is about the
management of change.
Project managers must manage planned change (the project as initially defined)
as well as unplanned changes (change management) that occur. This
course will provide you better tools and understanding to facilitate those
unplanned project changes. Learn how change management is really an
opportunity for greater project success.
Project Management Professionals (PMP) earn 10 Category A PDUs upon
course completion. Learn more.
For a complete list of courses, please visit the COURSE CATALOG page on our website at
www.prodevia.com.
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