"Everything that can be invented has been invented."
Charles H. Duell, U.S. Commissioner of Patents, in 1899.
I figure leading off with this infamous (mis)quote is appropriate to open a discussion around what is really new and improved in the world of project management and how that topic relates to an increasingly public skirmish that has erupted between Gartner and the Project Management Institute (PMI). Let's address these in reverse order if we are to make sense of how they intersect.
Back in early March, Gartner analyst Michael Hanford issued a report on the new edition of PMI's Standard for Portfolio Management, giving it what theatre critics and movie-goers alike would recognize as a 'mixed review.' A few days later, that same analyst issued an appraisal of the new PMI Program Management Standard. The key finding was:
"PMI's second edition of its program management standard demonstrates an overall poor understanding of this complex discipline. It also provides practices that -- at best -- are disappointing and largely composed of reused project-centric contents and approaches."
Wow. That was enough to make even the most jaded amongst us squirm a bit in our seats.
Despite the momentary hallway buzz this generated with industry insiders, for the most part all of this excitement happened within a relatively contained audience - until yesterday, when Rachel Lebeaux of SearchCIO.com dropped this very public headline: "Revised Project and Portfolio Management Standards Get Critical Review." It arrived in an email titled like a racy tabloid expose', "Gartner gives PPM standards a thumbs down." In that article is a response from PMI spokespersons.
The brawl has spilled into the street, ladies and gentlemen -- and now everyone is watching.
So, why in the world would I put a dog in this hunt? Because we are in the business of portfolio management, program management and project management. We are firm believers that "Portfolio Management" is not the same as, nor synonymous with "Project Portfolio Management." There are all kinds of portfolios within an organization, and many of them are inter-related. This recognition opens up whole new perspectives on how to collectively manage them. The discipline of portfolio management is as applicable to strategic portfolios as it is to product portfolios, service portfolios, resource portfolios, market portfolios, etc. Ask anyone involved in product management or IT service management about their thoughts on portfolio management and you will likely get a very different take compared to PMI from them as well.
So, I have to give this first round to Michael. Quite frankly, all he did was point at and remark upon the gorilla in the room that a lot of other people saw but largely ignored. Now that the hairy fellow has been spotted over at the buffet eating all the shrimp, it would be disingenuous to ignore it. I have been asked several times why I dont reference the PMI standards for programs and portfolios, and it is because I did not find them particularly enlightening. I certainly am not going to suggest that they be used a guide for how our products function, as I think they still miss some key points.
Dont get me wrong, I am not writing this to gang up on PMI and their efforts. I have been a member for a decade, and no one can dispute the work they have done to elevate the practice of project management around the world to what it is today. But if they go astray, it is also not in the best interests of the association or the industry to give them a pass either, so I applaud Michael for his candid and largely accurate observations; it was brave and needed to be said.
I found it curious when PMI first ventured into program and portfolio management several years ago -- it is kind of like the PMO acronym; "Hey wait a minute, what does that "P" stand for?" As Gartner has essentially suggested, has PMI has wandered off into areas that are outside its core interests and expertise?
So, that leads me to the related topic -- what is really new when it comes to furthering the discipline of project management? I recall from my seafaring days that most of the really defining work on the design of steam turbines was finished by the early 1900s -- with the exception of some materials refinements, the turbines in a modern cruise ship are essentially the same as those in a World War I battleship.
So, here are the BIG questions. Is this the case with project management? Have all the PM inventions already been invented? Has PMI chosen to branch out to more strategic areas because it recognizes that further improvement in project success rates really lay in the selection process and how deliverables are effectively employed? I happen to partially believe that last statement, but I also think there is still much ground to be plowed in project management as well. For example, I noted with interest at a recent Project Management Symposium that there was a session on applying Agile techniques to engineering projects. PMI has more to do in furthering the discipline of project management, for sure. It just has to find a way to be more responsive to the current speed of developments, and recognize that using committees that number in the hundreds is about as effective as a UN resolution. Anyone get a striking moment of revelation from the 4th edition of the PMBOK?
As to Gartner's comments and PMI's take on program and portfolio management, if PMI is to successfully branch out into these areas and offer its practitioners the same level of service that it has historically provided to its project manager constituency, it is going to have to get beyond its current myopic perspective caused viewing the world through project-colored glasses.