Monthly Archives: August 2024

Skip the Detail

“We understand handoffs,” Max agreed. “That handoff between estimating and project management is so critical that we have a hard agenda, 150 boxes to check. Now, most projects only have, maybe, 50 critical items, but we go through the checklist just the same.”

“And why do you use the checklist?” I asked.

“What we found was that the output from estimating, I mean, it was a great estimate, but sometimes it wasn’t what the project manager needed. Sometimes, we estimate in one unit of measure, but install in a different unit of measure. So we mapped a checklist to make sure that the output of estimating matched the input requirements for project management. It’s all about outputs and inputs.”

“So what went wrong? You identified a problem with the handoff meeting that didn’t get discovered until you were in the field. What happened with the checklist?” I wanted to know.

“I looked at the paperwork. Both the estimator and the project manager just got lazy. Instead of checking all the items, there was just a big checkmark that covered the page. They got busy and skipped the detail. They were trying to save time.”

“And saving time turned out to cost time,” I nodded. “Why didn’t they slow down and take the time?”

“That’s the $64,000 question,” Max replied.

“No, it’s a really simple question. They didn’t examine the detail because you didn’t make it necessary to examine the detail. Often, things don’t get done, because we don’t make them necessary.”

Scale This Thing Up

“You made it halfway through the year. You should have your numbers by now. How did it go?” I asked.

Max grimaced. “You know we have done pretty well in the past, so we wanted to see if we could scale this thing up. We had a firm target, and we were firing on most cyclinders. But we only made 75 percent of goal. I can’t put my finger on one specific thing, seems like a bunch of little things.”

“Let’s start with sales,” I said.

“Sales were good, contracts in hand, but a good portion of the projects sit in backlog. We just couldn’t get the work finished so we could bill it.”

“So, let’s look at project management,” I nodded.

“That’s where some of the problems began. There were mistakes in the handoff meeting between estimating and project management. We didn’t discover the mistakes until we were in the field. We were short some materials. Man hours were estimated too tight, so we had crews that got stuck on one job, when they were supposed to start another job. Once the schedule started piling up, we got further behind. Then a permit didn’t come through. None of this is dramatic, but it all adds up, and so here we are.”

“One of the biggest problems in a company trying to scale is handoffs,” I nodded. “You can have one or two core systems that do great, but you have to get ALL your systems in sync. Work moves sideways through the organization. First place to inspect is the handoffs, where work moves from one function to the next.”

Practice

“But, we sent him to training,” Marjorie was disappointed.

“Just exactly what did you expect him to learn from the training?” I asked.

“His role in the company requires a very specific skill set. Without this technical knowledge, our engineers will bulldoze him over.”

“Is it possible,” I wanted to know, “that your disappointment has little to do with technical knowledge and more to do with the application of that knowledge? What you are expecting may only be learned by doing. Like riding a bicycle. Most training works only on the technical knowledge part, not the application part. And, the application must be practiced, over and over, before you see progress.”