PMElite - Communication Management
PMElite - Communication Management
STUDY MATERIAL
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Table of Contents
1 OVERVIEW .......................................................................................................................................... 3
2 CHALLENGES TODAY...................................................................................................................... 4
3 CONCEPTS .......................................................................................................................................... 5
3.1 VEHICLES OF COMMUNICATION ................................................................................................... 5
3.1.1 Push Communication .......................................................................................................... 5
3.1.2 Pull Communication ............................................................................................................. 5
3.2 MODES OF COMMUNICATION ....................................................................................................... 6
3.2.1 Verbal Communication ........................................................................................................ 6
3.2.2 Written Communication ....................................................................................................... 7
3.3 COMMUNICATION NETWORK ........................................................................................................ 7
4 APPLICATION IN PROJECTS ......................................................................................................... 9
4.1 DEVELOP COMMUNICATION PLAN ................................................................................................ 9
4.1.1 Identify Stakeholders ..........................................................................................................10
4.1.2 Identify Key Messages for Communication .....................................................................10
4.1.3 Communication with Stakeholders ................................. Error! Bookmark not defined.13
4.1.4 Communication with Internal Stakeholders ................... Error! Bookmark not defined.13
4.1.5 Prepare Communication Plan ...........................................................................................13
4.1.6 Measure Communication Effectiveness ..........................................................................14
For Reporting.......................................................................................................................................16
Contents and Types of Reporting .....................................................................................................17
Techniques and Methods Used for Reporting ................................................................................17
Distribution of Reports ........................................................................................................................17
4.1.7 For Feedback.......................................................................................................................17
5 PRACTICAL TIPS ..............................................................................................................................18
6 APPENDIX...........................................................................................................................................19
6.1 COMMUNICATION MANAGEMENT PLANNING CHECKLIST............................................................19
6.2 REPORTING - CHECKLIST ............................................................................................................19
6.3 ORGANIZING MEETINGS/STATUS CALLS ....................................................................................20
6.4 ORGANIZING PRESENTATIONS.....................................................................................................21
6.5 CHARACTERISTICS OF EMAIL COMMUNICATION .........................................................................22
6.6 INFORMATION STRUCTURE DESIGN ..................................ERROR! BOOKMARK NOT DEFINED.22
7 SAMPLE QUESTIONS ......................................................................................................................23
Examples include:
» Letters
» Memos and Reports
» Faxes and Emails
» One-to-Ones
» Meetings
» Phone calls
» Video conferencing calls
The advantage of push communication is that it provides a certainty that a message will reach its
target within an appropriate timeframe.
Examples include:
» Intranet Broadcasts
» CBTs
» E-learning
» KM repository
Projects often bring about significant change in the way organization conducts business.
Communication can enable the breakdown of real and perceived resistance to change, ensuring
smooth transition. Communication for driving organization change can be enabled by means of
emails, electronic and traditional newsletters, formal debriefing sessions, corporate intranet, and
discussion boards.
In case a verbal communication is formal, especially with clients, the following points are
important for a successful verbal exchange:
» Always get the other person's name and always give your name.
» During the conversation, use the other person's name at least once.
» Always try to connect with the other person in some common interest or bond. This helps in
establishing a rapport.
» If you are speaking in person, look the other person in the eye. (This doesn't mean stare at
the other person).
» Minimize focus on yourself and keep the conversation on the other person.
» Ask open-ended questions that cannot be answered with a "yes" or "no" to keep the
conversation rolling.
There are other aspects of a conversation that are also universal. These are as follows:
Subject – Give an appropriate subject to the mail. It helps the reader to identify the
purpose of the mail.
Body - This should be paragraphed and neatly laid out. English should be formal and
direct. Short sentences and clear expressions should be used.
Attachments - The body of the mail should mention the attachment nature and purpose.
Conclusion - This should include appropriate professional remarks like Thanks, Regards,
and so on.
Signature - This should provide adequate details to identify the sender.
Theme - The message should have a central theme.
Purpose - The action required and the owner for the action should be clearly identified in
the mail.
After writing the e-mail, review it before sending. Eliminate the following common errors.
More than one idea in a paragraph.
Incorrect English language usage and long winding sentences.
Vagueness in the message from the reader’s perspective.
Sending the mail to the wrong recipients.
Illustrated below is the structured approach for effective communication within project.
The following sections provide details of each activity in the approach illustrated above.
It is important to know the key stakeholders who have the greatest influence on the project and
what factors influence their views or actions. Their information needs in terms of content,
frequency, preferred mode of communication and so on should be elicited.
For example: Project Sponsor may prefer to have the overall status sent to him/her once in a
month in a word document.
• Customers
• Project Sponsors
• Senior Management
• Project Team
• Finance and other support groups
• Vendors and sub-contractors
Project stakeholders may belong to one or more organizations, within or outside the parent
company viz. IT, business, infrastructure, vendors, and customers. Since each stakeholder may
have different communication needs, identifying stakeholders’ needs helps in tailoring the key
communication messages, selecting appropriate vehicles for communication, deciding the
protocols, and managing issues and escalations.
• Project Objectives and Goals (and requirements at the right level of detail)
Objectives are the high level business purposes a project is expected to fulfill. Objectives
are translated into more measurable and achievable project goals. For example:
• The objective of a SAP transformation program is to create an efficient
foundation that will support a differentiated customer experience and goal is to
achieve 400 million in savings over 3 years by reducing the time to market and
streamlining the business processes.
• The objective of an appraisal process is to assess every individual’s
performance. Goals of appraisal process can be 100% coverage of employees,
on time closure, etc.
• Key Decisions
Some key decisions in a project can be change in scope, time, cost and quality. Senior
management becomes an important stakeholder in communicating key decisions to other
stakeholders (such as project teams, users). Communication of key decisions helps keep
all the relevant stakeholders aligned to project objectives.
• Status Reports
Status reports are shared with stakeholders on a pre-determined frequency like weekly,
bi-weekly or monthly, based on the content requested.
Even after the entire project being delivered as per the specifications, user acceptability can
make the project successful or unsuccessful. Communication can vastly improve the brand value
of the project (or product thereof) and hence its acceptability. Effective communication can create
an awareness on the change being brought in, sufficient desire to change, information on what
the change is really about, its impact and benefits, enabling (providing the ability) the change, and
reinforce change aspects.
Having identified the stakeholders, their communication needs, and the vehicles of
communication, next step is to prepare the communication plan. Communication plan will cover
the communication activities that need to be formally planned and tracked.
Communication Plan should also define the communication protocols. Communication protocols
should be aligned to the project governance structure at executive, middle management and
team levels. They serve to authorize channels of communication.
Communication plan should include plan to handle escalation of issues between two or more
organizations where Service Level Agreements (SLAs) do not exist. Escalation plan should cover
when to escalate an issue, who should escalate to who, escalation progression if not resolved in
stipulated time. An example of escalation plan is given below.
Today, there are several frameworks to measure business value of IT projects, but none of them
deals with business value of communication in projects specifically. This section captures certain
parameters on which effectiveness of communication can be measured qualitatively and
quantitatively.
Team /user satisfaction is qualitative and can be determined through periodic surveys.
» End users can be communicated about the new features, enhancements, deletions in
business application
» Team members can be communicated about the product quality metrics, process quality
metrics, lessons learnt, etc.
» Senior management can be communicated about the overall project financials, number of
users affected, business value realized.
Project manager should also inform the stakeholders about the administrative closures such as:
Project manager should solicit feedback from stakeholders (for example users, internal
customers) and share it appropriately with others (for example project team). Project manager
should also provide assessment of performance to all team members towards the end of the
project.
3 Has the scope status, including any critical change requests, been included?
STRUCTURE » Make sure that nobody hijacks the meeting or carries on personal
& conversations.
CONTROL » Make sure any item that needs lot of discussion does not disturb the
entire structure of the meeting; postpone it to the end or for later for a
separate discussion.
SUMMARISE
& » Note down all the points which are discussed in meeting.
RECORD ALL » Prepare the minutes of meeting after meeting and circulate it to all
DECISIONS participants.
ACTION
ITEMS » The summary should include all the action items decided in the
& meeting and the owners for each action item.
FOLLOW UP
» Jot it down.
Prepare the » Transfer notes to cards; talk it through.
Presentation » Arrange cards in an order that makes sense to you.
» Sculpt the language, especially the intro and conclusion.
» Develop a detailed rehearsal outline.
Email is a text based, asynchronous and electronic (as opposed to visual, synchronous / real-time
and face-to-face) medium. This makes it susceptible to escalating conflicts as against face-to-
face or telephonic communication. Face-to-face communication facilitates the participants in six
of the eight ways to ground their conversation (Clark and Brennan, ’91):
Teleconference (no co-presence) and telephone (no co-presence and visibility) are close
substitutes to face-to-face communication. Email lacks social clues, reduces feedback and
sometimes occurs in a context devoid of human sensibilities. Hence, email communication has
propensity to escalate conflicts.
However, there are a couple of properties that email has which is not present in face-to-face
communication – ability to review and revisit. This feature enables the user to provide a
considered response to issues. With project teams getting global, email also provides a
communication vehicle for people working in different time zones with little or no overlap.
To summarize, emotional issues are best handled face-to-face with sensitivity while analytical
issues can be handled better by email.
Which of the following options was the root cause for this problem?
a. Client communication policy was the real reason
b. Internal departments wanted to compete with each other
c. Internal communication mechanism was poorly defined
d. Senior management was at fault.
Ajay was not keen to take up the assigned action items. In the next meeting you realize that the
progress on his action items is not satisfactory. What could have been done better in this
scenario?
a. Minutes of meeting should have been sent by the project manager instead of the module lead
b. Follow up dates to track action items should have been included in the minutes
c. Module lead should have called up Ajay to discuss the action item with him
d. Action items should not be assigned to people absent in the meeting