Field Personnel To Project Managers - BICSI

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Field Personnel to Project Managers Christopher S. Hobbs RCDD, DCDC, OSP, RTPM, CT BICSI

Agenda Career Progression Personal Skills Business Skills Communication Leadership NECA BICSI Summit San Antonio, Texas

Career Progression NECA BICSI Summit San Antonio, Texas

How do Technicians Become Project Managers? Demand Promotion/Recognition Desire NECA BICSI Summit San Antonio, Texas

Field Personnel to Project Manager 1 Awesome! I’m a project Manager! 2 Wow, I didn’t expect to work this hard. 3 Why can’t I get anything done!? I’m always putting out fires! What did I get 4 myself into? Panos, Tony, and Mark Gray. "WHY DO TECHNICAL EXPERTS STRUGGLE IN THE TRANSITION TO MANAGEMENT?" Rice College, Houston, TX. 05 Oct. 2011. Rice College. Web. 24 June 2017. NECA BICSI Summit San Antonio, Texas

Field Personnel Expectations Do less work Make more money Less stress More time off Panos, Tony, and Mark Gray. "WHY DO TECHNICAL EXPERTS STRUGGLE IN THE TRANSITION TO MANAGEMENT?" Rice College, Houston, TX. 05 Oct. 2011. Rice College. Web. 24 June 2017. NECA BICSI Summit San Antonio, Texas

Company Expectations Perform as well as a project manager as he or she did as a technician Customer satisfaction Technical skills translate to business skills Panos, Tony, and Mark Gray. "WHY DO TECHNICAL EXPERTS STRUGGLE IN THE TRANSITION TO MANAGEMENT?" Rice College, Houston, TX. 05 Oct. 2011. Rice College. Web. 24 June 2017. NECA BICSI Summit San Antonio, Texas

Hands‐on & Task‐Oriented Skills Installer 1 Installer 2 Technician Project Manager Director Stages of Responsibility Panos, Tony, and Mark Gray. "WHY DO TECHNICAL EXPERTS STRUGGLE IN THE TRANSITION TO MANAGEMENT?" Rice College, Houston, TX. 05 Oct. 2011. Rice College. Web. 24 June 2017. NECA BICSI Summit San Antonio, Texas VP & Above

Why do Field Personnel Fail at Project Management? Unrealistic Expectations Little to no Training Lack of Mentoring Managing Former Peers Does not Understand Responsibilities NECA BICSI Summit San Antonio, Texas

Transitioning to Project Manager Set Expectations Understand Responsibilities Provide a Mentor Provide Project Management Training Provide Business Training Panos, Tony, and Mark Gray. "WHY DO TECHNICAL EXPERTS STRUGGLE IN THE TRANSITION TO MANAGEMENT?" Rice College, Houston, TX. 05 Oct. 2011. Rice College. Web. 24 June 2017. NECA BICSI Summit San Antonio, Texas

Personal Skills NECA BICSI Summit San Antonio, Texas

Forest for the Trees NECA BICSI Summit San Antonio, Texas

Time Management Established Set of Rules What am I doing that I don’t have to be doing at all? Can be done better by others? Can be done sufficiently well by others? Priorities Kerzner, Harold, Ph.D. Project Management: A Systems Approach to Planning, Scheduling, and Controlling. 11th ed. Hoboken: Wiley, 2013. Print. NECA BICSI Summit San Antonio, Texas

Time Management Tip Ivy Lee Method Six most important tasks Prioritize in order of true importance Concentrate on first task until complete Move on to next task Move unfinished items to new list Repeat process Clear, James. "The Ivy Lee Method: The Daily Routine Experts Recommend for Peak Productivity." James Clear. N.p., n.d. Web. 26 June 2017. NECA BICSI Summit San Antonio, Texas

Time Management Time Mapping Visual Diagram of daily, weekly, and monthly schedule Create blocks of time to accomplish tasks Can be used with the previous time management tip Morgenstern, Julie. Time Management from the Inside Out. 1st ed. New York: Henry Holt and Company, LLC, 2000. Print. NECA BICSI Summit San Antonio, Texas

Ethics Moral Principles, Values, and Beliefs Used to Analyze or Interpret Jones, Gareth R., and Jennifer M. George. Essentials of contemporary management. 4th ed. Boston: McGraw Hill, 2004. Print. NECA BICSI Summit San Antonio, Texas

Why are Ethics Important as a Project Manager? Ethical Dilemmas Change reports for customers Withhold bad news Change test results NECA BICSI Summit San Antonio, Texas

Why do New Project Managers Need Ethics Training? Utilitarian Moral Rights Rules Justice Practical Jones, Gareth R., and Jennifer M. George. Essentials of contemporary management. 4th ed. Boston: McGraw Hill, 2004. Print. NECA BICSI Summit San Antonio, Texas

Business Skills NECA BICSI Summit San Antonio, Texas

Financial Estimating Create Validate Controlling Budget Reporting Telecommunications Project Management Manual. First ed. Tampa: BICSI, 2016. Print. NECA BICSI Summit San Antonio, Texas

Estimating Create Drawings, Specs Validate Review Telecommunications Project Management Manual. First ed. Tampa: BICSI, 2016. Print. NECA BICSI Summit San Antonio, Texas

Controlling Budget Creating Reporting Earned Value Management Telecommunications Project Management Manual. First ed. Tampa: BICSI, 2016. Print. NECA BICSI Summit San Antonio, Texas

Legal Expectations Contracts Authority Change Orders Process NECA BICSI Summit San Antonio, Texas

Risk Identify Analyze Response Risk Management Monitor/Control Kerzner, Harold, Ph.D. Project Management: A Systems Approach to Planning, Scheduling, and Controlling. 11th ed. Hoboken: Wiley, 2013. Print. NECA BICSI Summit San Antonio, Texas

Communication NECA BICSI Summit San Antonio, Texas

Verbal Field Personnel Most Used Project Manager Public Speaking Least Acceptable NECA BICSI Summit San Antonio, Texas

Taking Notes Project Notebook One per project All project information Email Historical Legal NECA BICSI Summit San Antonio, Texas

Communications Assistance Free Publication Covers Writing Speaking Email Meetings Grammar NECA BICSI Summit San Antonio, Texas

Company Expectations What should be on all communications? What forms are acceptable? What can be communicated? When can communications be sent? NECA BICSI Summit San Antonio, Texas

Conflict Resolution procedures and techniques Sequence of events Minimize the conflict Use problem solving Kerzner, Harold, Ph.D. Project Management: A Systems Approach to Planning, Scheduling, and Controlling. 11th ed. Hoboken: Wiley, 2013. Print. NECA BICSI Summit San Antonio, Texas

Managing Peers Tread Lightly Distance Yourself Be Engaging Authority Through Competence Gallo, Amy. "How to Manage Your Former Peers." Harvard Business Review. N.p., 12 Aug. 2015. Web. 06 July 2017. NECA BICSI Summit San Antonio, Texas

Leadership NECA BICSI Summit San Antonio, Texas

Leadership Borders Objectives Development Searcy, Tom. "4 Ways To Build Leaders, Not Followers." Inc.com. Inc., 05 Sept. 2013. Web. 06 July 2017. NECA BICSI Summit San Antonio, Texas

Delegate Project Team Growth Acceptance "Successful Delegation: Using the Power of Other People's Help." Team Management Training from MindTools.com. N.p., n.d. Web. 06 July 2017. NECA BICSI Summit San Antonio, Texas

Mentoring Formal Program Resource Challenges NECA BICSI Summit San Antonio, Texas

Conclusion Define and Manage Expectations Provide Skills Training Personal Business Leadership abilities Provide a Mentor NECA BICSI Summit San Antonio, Texas

Questions? NECA BICSI Summit San Antonio, Texas

Thank You! chobbs@bicsi.org NECA BICSI Summit San Antonio, Texas

Transitioning to Project Manager Set Expectations Understand Responsibilities Provide a Mentor Provide Project Management Training Provide Business Training Panos, Tony, and Mark Gray. "WHY DO TECHNICAL EXPERTS STRUGGLE IN THE TRANSITION TO MANAGEMENT?" Rice College, Houston, TX. 05 Oct. 2011.Rice College.

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