The requirements and characteristics of a project team that is ready able and willing to decide, design and deliver a successful project. (c) Errol Goetsch 2012 errol@xe4.org

1. Result Driven
Team Synergy
Development and Practice
14th September2011
Ibadan, Nigeria
Errol Goetsch
+27 78 573 5046
errol@xe4.org
www.xmentors.us
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2. Errol Goetsch
errol@xe4.org
Family Founded
2 sons Adam (11) and Ethan (9)
Live: Johannesburg Born: Windhoek PPASA Centre of Excellence
The XE4 Foundation for Excellence
Studied The Centre for Social Impact
BA Honours LLB MBA now PhD
Lecturer Projects
Economics / Strategy / Project Management Zambia Commodity Exchange
Managerial Finance / Marketing Swaziland Textile Industry revival
Organisational Behaviour / Politics LoveLife HIV/Aids
Durban Waterfront
Past Employ Cato Manor Land Scheme
Merchant Investors Group (London) Ndwedwe Electrification Programme
Inkatha Institute Water 2000
Boland / Absa Group / Nedcor Banks National Housing Conference
IQ Group KwaZulu Local Economic Development
Various Consultancies Durban Ordnances Rewrite
KwaZulu Finance Corporation collateralisation
Audited East London Municipality HIV/Aids impact
100’s of projects Sedibeng District Municipality Service Level Protest
Prediction and Management
Developed Banking mergers
Software for auditing / managing Corporate Governance
M&E Reports / Sustainability / Impact Electronic banking systems
Capacity / Balanced Scorecards / KAP Information system rollout
tools / HIV Aids Impact
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3. TEAMS WITHOUT SYNERGY ACHIEVE THIS!
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4. RESULTS-DRIVEN TEAM SYNERGY
Project results are the aim of Management by Objectives
Project
Term-limited (defined end-date)
Special purpose (unique outcome)
Objectives (set targets) for cost, period, product and outcome
Results scores against targets Results
Results of team
The COST of getting the project back on track synergy =
- in money – vs budget over-run
- in time – vs project plan delay
- in product – vs delivery shortfall
- in outcome – vs needs unmet Actual %
=
Synergy Target Date
The VALUE of being on track
- in money – vs budget - Economy
- in time – vs project plan - Efficiency
- in productivity – vs delivery - Effectiveness
- in impact – vs cost benefit ratio - Equity
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5. Key Learning Points
1 A of Projects 2 Q's of Objectives 3 Dimensions of Governance 4
Elements of Excellence 7 Steps in Development 10 Physical Results
1 The Actual 7 The Community
= 100 %
Aim Target Context Benefits
Projects
Agencies Pay off
Q 2 The 4 The Programmes Proof
Axes Project Intermediaries Progress
Q Donors Products
E
Premises
D Power
10 The
E X= E People
D Results
Payments
E Payers
D
Policies
3 The
Organisation 5

6. Key Lessons
The Team needs to work together to achieve their individual results
1 - Aim of Team Synergy Answer: Current Score
2 - Q’s of Synergy Measurement Answer: Quantity and Quality
3 - Dimensions of Team Work Answer: Assessment
4 - Elements of Team Performance Answer: Excellence
5 - Results of Team Work Answer: Strategic & Operational Results
7 - Steps in defining Teams Answer: Steps
10 - Physical Assets of Managers Answer: Capacity
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7. THE TEAM: Who Does What
The set of 10 Physical Results from the management team
Function Activity: Workplan / Budget Quality
1 R&D Why: Designing solutions to problems Policy
2 Marketing What for: Attracting people who care Payers
3 Finance What with: Budgets to match income to expenses Payment
4 HR Who with: Hiring people who work People
5 Facilities Where: Getting places to work Premises
6 Procurement How: Getting inputs that work Power
7 Project When: Getting outputs on time Products
8 Quality What if: Solving risks Progress
9 Information What: Producing evidence Proof
10 Strategy Who for: Satisfying stakeholders Payoff
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8. TEAM CONTEXT: Cash Flow
The 7 Steps in roles, tasks, and reports
See SOLUTION
Impact
Results Community change Actual direct + indirect beneficiaries Assessment
Benefits End-Term
Benefits deliver Set of products and services delivered reports
=
Mid-Term
Projects design Delivery mechanism
reports
Progress
Work Agencies decide Designer and Implementer of Solution
reports
Time
Programmes choose Development priority Work Plans
x
Intermediaries collect Government / Donor Agency / Bank Budgets
Money Donors care Taxpayer / Shareholder / Benefactor Receipts
Costs See PROBLEM Baseline
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9. TEAM CONTEXT: Governance
The 3 Dimensions of Results in the organisation
Who / Where Do / Need What Result
Directors Decide Strategy TARGETS
Board Room balance / authority questions
Actuals
Managers Design System
SCORE = Score %
Head Office Organisation / skill
Targets
Staff Deliver Operations ACTUALS
Field Office work / effort answers
Team Synergy
= Corporate Governance
= ability to get good Decisions, Designs and Delivery
= 100%
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10. RESULTS: Measuring Synergy
When managers are missing or messing
The least cost for a The least time for The most delivery The most impact
given level of output a given level of for a given cost / for a given cost /
/ Target output / Target Target Target
Procurement Human Resources Project Strategy
team team team team
COSTS Time BENEFITS
Try reduce Work Try increase
Organisations
$ Performance #
Inputs Efficiency Outputs
Factor Market Goods Market
%
Capacity Benefits
Outcomes
Economy Effectiveness
Households
Impact
C/B Equity
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11. RESULTS: Measuring Synergy
The effect of team synergy on a project
Economy Efficiency Effectiveness Cost/Benefit
Equity
X = E X C E L L E N C E
X = % % % %
Work
50%
Inputs Outputs
50% 50%
Outcomes
50%
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12. TEAM WORK: Measuring Capacity
Missing or Messing Managers don’t give questions or get answers
100%
Perfect – Level - can carry load
Policy Payers Payments People Places Power Products Progress Proof Pay off
R&D Marketing Finance HR Facilities Procur Project Risk M&E Strategy
ement
Why What What Who Where How When What What Who
for with with If For
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13. MEASUREMENT: Results
The 2 Q’s of Results
Pass rate
XTarget = 100%
100%
40 x 80 = 3200
20 x 40 = 800
Quantity Actual = 25%
Graduates 25%
50% X
How much Success Failure
Target = 40
Actual = 20
Benefit: How well
School Quality 50%
Target = 80%
Actual = 40%
100%
Graduates Marks
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14. MEASUREMENT: R&D
R&D produces Policies
Policies
XTarget = 100%
100%
10 x 30
Quantity
Problems 25%
50% X
How much Success Failure
Target = 10
Actual = 5
R&D How well
Quality 50%
Target = 30
Actual = 15
100%
Solutions
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15. MEASUREMENT: Marketing
Marketing produces Payers
Payers
XTarget = 100%
100%
2 x 1000 000
Quantity
Donors 25%
50% X
How much Success Failure
Target = 2
Actual = 1
Marketing How well
Quality 50%
Target = 1000 000
Actual = 500 000
100%
Donations
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16. MEASUREMENT: Finance
Finance produces Payments
Payments
XTarget = 100%
100%
100% x 100%
Quantity
Income (payment in) 25%
50% X
How much Success Failure
Target = 2000 000
Actual = 500 000
Finance How well
Quality 50%
Target = 500 000
Actual = 250 000
100%
Expenses (payment out)
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17. MEASUREMENT: HR
HR produces People
People
XTarget = 100%
100%
10 000
Quantity
Staff 25%
50% X
How much Success Failure
Target = 20
Actual = 10
Human How well
Results Quality 50%
Target = 10
Actual = 5
100%
Skills
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18. MEASUREMENT: Facilities
Facilities produces Premises
Premises
XTarget = 100%
100%
1 000 x 10
Quantity
Locations 25%
50% X
How much Success Failure
Target = 1000m2
Actual = 500m2
Facilities How well
Quality 50%
Target = 10
Actual = 5
100%
Features
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19. MEASUREMENT: Procurement
Procurement produces Power
Power
XTarget = 100%
100%
1 000
Quantity
Inputs 25%
50% X
How much Success Failure
Target = 100
Actual = 50
Procurement How well
Quality 50%
Target = 10
Actual = 5
100%
Features
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20. MEASUREMENT: Project
Project produces Products
Products
XTarget = 100%
100%
2 000
Quantity
Outputs 25%
50% X
How much Success Failure
Target = 1000
Actual = 500
Project How well
Production Quality 50%
Target = 2
Actual = 1
100%
Functionality
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21. MEASUREMENT: Quality
Quality produces Progress
Progress
XTarget = 100%
100%
10 000
Quantity
Benefits 25%
50% X
How much Success Failure
Target = 10
Actual = 5
Risk How well
Quality Quality 50%
Target = 1 000
Actual = 500
100%
Beneficiaries
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22. MEASUREMENT: Audit / Info / M&E
M&E produces Proof
Proof
XTarget = 100%
100%
200
Quantity
Reports 25%
50% X
How much Success Failure
Target = 20
Actual = 10
Information How well
Audit / M&E Quality 50%
Target = 10
Actual = 5
100%
Coverage
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23. MEASUREMENT: Strategy
Strategy produces Payoffs
Payoff
X
100% Target = 100%
10 000
Quantity
Stakeholders 25%
50% X
How much Success Failure
Target = 1500
Actual = 750
Strategy How well
Quality 50%
Target = 5
Actual = 2.5
100%
Satisfaction
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24. Result Driven
Team Synergy
Development and Practice
DISCUSSION
14th September2011
Ibadan, Nigeria
Errol Goetsch
+27 78 573 5046
errol@xe4.org
www.xmentors.us
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