Some previous work on Project and General Management
An abiding problem of management is
the ascendancy in managers minds of urgency over importance.
The urgent always grabs attention and resources. It takes
a great manager to resist that pressure. If the manager
cannot do that he is doomed to continually undertake small
firefighting (tactical) operations whilst the big (strategic)
picture goes to hell in a handcart. This formulae was designed
to give Police project managers a tool to help them hold
a sensible balance between trivial but urgent matters and
the vitally important issues.
Task Urgency Dominance
This monograph was issued to Project
managers in the Operational Research Department of the Devon
and Cornwall Constabulary (Police) in 1980 and later in a
modified format to MBA students in Luxembourg around 1998.
It just shows that such issues do not change much over the
years. A more complex version of the algorithm was incorporated
into my personal project control system software.
Introduction
A major problem for modern senior management
is the pressure on such managers to deal with urgent matters,
however trivial, before important matters. The result of this
pressure is that important matters frequently do not get their
due attention until they also become urgent. You then get
the worst of all worlds, an important matter that needs to
be dealt with urgently.
Important matters by their very nature
tend to be of the more complex variety. The secondary effect
of this urgency dominance is that not only do important matters
get delayed, but also when they are dealt with, due to the
resultant time pressure, they receive insufficient resource
for the proper deliberations that those matters deserve.
Police force managers in particular are
prone to these problems because of the underlying 'action
man' ethos. Police managers (in the UK) tend to gain more
kudos from being thought of, by their subordinates and peers,
as 'real bobbies' than being effective managers of large modern
organisations.
In general as one goes up the rank /
management level scales the selection as to which tasks to
deal with in the limited time available should shift towards
dealing with the important problems over the urgent incidents.
Naturally delegation is a related expertise here, as subordinates
should be dealing with many of the more trivial urgent matters.
The objective of this note is to provide
a tool to Project Managers (and indeed any line manager) to
justify dealing with important tasks even when there is 'popular'
pressure to move their attention to more urgent but more trivial
activities. With luck it will provide managers with a justification
tool, or maybe even a criticism shield, to allow them to deal
with both urgent and important matters in a professional manner
whatever the ill conceived popular pressure might be.
The ideas promoted here are encapsulated
in our project management system.
The questions
Most managers have more claims on their
time than they can fulfil, they therefore need to focus their
attention on the highest priority tasks.
In my system you only have to ask three
questions of each presented task in order to decide on its
priority, These are: -
- · What is the scale
of effect of the matter? (i.e. does it effect
one person or a nation)
- · What is the degree
of effect of the matter? (i.e. is it a minor
inconvenience or life threatening)
- · What is the urgency
of the matter? (i.e. Does it fail if it is not done today
or could we delay it for 6 months without repercussions)
The first two questions relate to the
importance of a task and the last naturally to the urgency.
I have graded these in what is called anchored likert scales.
That sounds complicated but it is not.
Likert scales grade subjective decisions
into seven groups. The reason for this is that psychologists
have shown that most people cannot differentiate more that
seven categories at any level, scales which are apparently
more discriminatory are just fooling you. The label 'anchored'
merely means that each number 1 - 7 has a descriptive label.
See below: -
Scale of Affect.
1 Affects only one employee / customer
/ product item
2 Affects small group of employees / customers / product
items within a department
3 Affects large group of employees / customers / product
items within a department
4 Affects one whole range of employees / customers / product
items within a department
5 Affects all of one department
6 Affects multiple departments
7 Affects whole organisation
Degree of Affect
1 Minor irritation
2 Debilitating
3 Wounding
4 Severe incapacity
5 Irreparable damage
6 Permanent severe incapacity
7 Financially calamitous / Personally deadly
Urgency
1 No real timescale
2 Action this year
3 Action this month
4 Action this week
5 Action in three days
6 Action tomorrow
7 Action today
The importance scales (scale of effect
and degree of effect) raise problems for western morality.
A minor problem for a mass of people is normally judged as
more serious for a nation/company/organisation than a very
serious result for one person.
In reality a prime minister might well
be justified in considering that a minor ailment which stopped
a million people from going to work for a week should be considered
more important for the national economy than the death of
one worker (provided it was not an election year). This type
of decision is very hard and the objective of this instrument
is to give managers the tools to make such decisions and to
defend them.
The descriptive anchors mentioned above
could of course change depending on the organisation. It is
a matter of personal judgement whether the importance scale
and degree ratios correspond to the manager's common sense
judgement. For instance in the above example:-
· A debilitating effect(2)
to all of one department (5)
-
Is considered as serious as
· Irreparable damage(5) to
a small group of employees / customers / product items within
a whole department (2)
Normally these can be fine tuned with
experience. They do however force the attentions of the manager
to consider that for the overall good, minor affects on a
large number of persons / products etc should be given similar
weight to major affects on a single person / product.
In western society this form of thinking
tends to go against the grain. That is why minor problems
affecting the majority often defer to major problems affecting
a few. Also we some times weigh a major bad effect as more
worthy of attention than a major good effect. Whether these
views are right or wrong is a moral, financial, professional
or even a political judgement. You can tweak the scales to
suit your own sensibilities. It is not part of this approach
to make absolute moral judgements just to give you a rough
and ready tool to prioritise your work
Back to the Evaluation
With the answers to just the three questions
above it is very easy for managers at any rank/position to
prioritise their work and allocate their scarce time resources
between the competing task claims.
At the easiest level you could just make
a priority decision by simply multiplying the three scales
together. To be quite honest that would be a perfectly good
result and a lot better than the more common subjective unthinking
approach to work allocation.
However as you might have expected, I
have tweaked that simple formula a little. This was to incorporate
the responsibilities of the more senior ranking managers that
requires them to focus on more important issues. So I have
added a little something called a weighting factor. What this
does is move the emphasis towards dealing with more important
matters the further you are up the management/rank hierarchy.
The formula for Task Priority has been
entered into the department computers and any programmable
calculators. As I said earlier the form is:-
IMPORTANCE =
Scale of effect * Degree of effect
Therefore with the rank weighting :-
PRIORITY =
(Importance * Rank Weighting) * Urgency
However don't worry about the maths it
is all in the computers or the calculators. But for those
that want to check out our views the weighting factors are
roughly: -
Rank / Management Level
1 Sergeant / Forman
2 Inspector / Workshop Supervisor
3 Chief Inspector / Department Manager
4 Superintendent / Divisional Manager
5 Chief Superintendent / Company Group Manager
6 Assistant Chief Constable / Vice President
7 Chief Constable / CEO / Company President
The corollary of this is that certain
levels of priority should only be dealt with at certain rank/management
levels but that is an area of management science that I do
not want to get into in this relatively simple explanatory
note on task priorities
Practical
To recap in order to calculate the priority
of any proposed task, just enter answers to the three following
questions (using the anchored scales above) :-
- · What is the scale
of effect of the matter?
- · What is the degree
of effect of the matter?
- · What is the urgency
of the matter?
Then the computer system (or if you like
the simple formulae above) will calculate the task priority
for your rank / management position. If any one then asks
why you are dealing with task A rather than task B you can
say that it has a higher priority and blame John Hulbert.
Anecdote.
When I was a young Inspector I was
project manager of one of the earliest police personnel computer
installations. In that position you work closely with the
client officers. Also being a psychologist by training I guess
that I tended to observe human nature more closely. The man
in charge of the personnel department was a Chief Superintendent
(Senior Manager) who was quite conscientious but in my view
not too good on delegation. He prided himself on the fact
that people could contact him with their problems from all
over a very large police force area.
In this scenario there was an important
report to be reviewed on civilian personnel establishments.
It sat on the top of the Chief Supers in-tray when he came
in early to start work. He used to arrive before 8am in order
to get some quality work done before the phones started, but
people soon rumbled that and started calling earlier. He would
start his day with the intent of concentrating on the important
document in the early 'quiet' hours of the day. Before long
a call would come with some query and he would start to deal
with that, leaving the dossier. Often before he had finished
the first interruption another would come by phone or visit
and he would set aside the first interrupting task to deal
with the second and so forth.
He operated what in computing
is called a LIFO stack. That is the last task into his system
was the first one out. By mid-day his 'important' dossier
was about six or seven down the line as the more 'urgent'
jobs took precedence on his time. In order to clear his desk
he often worked late and as the other offices became vacant,
the interruptions slowly reduced and his was able to gradually
decant his way down his stack of work. In nearly a month of
observation he never got anywhere near his 'important' dossier.
In the end, in desperation he took it home with him at the
weekend because a decision deadline was looming. This manager
obviously had more professional management problems than simply
task prioritisation but a simple scheme such as that recorded
above would have moderated his burden and that of his probably
long suffering wife.
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