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Whole-team Test Automation: Making the Move
Author(s): Bob Jones
Summary: Having someone on your test team with automation knowledge can be helpful. However, spreading that knowledge across the team can improve the individual testers, the project, and the test team as a whole. In this article, Bob Jones explains why his team first tried whole-team test automation and offers some tips for implementing it on your team.

Date Posted: Jan 23, 2012

This is Free Content Original
Changing Seasons
Author(s): Matthew Heusser
Summary: As we move from one season to another in life, it’s important to step back, take stock, and gather the lessons that will benefit us in the next season and beyond. In this article, consulting software tester Matthew Heusser reflects on some of the lessons he’s learned.

Date Posted: Jan 16, 2012

This is Free Content Original
Testers: Put on Your End-user Hat
Author(s): Paul Fratellone
Summary: The more you know about the end-user, the more effective you will be as a tester. Here are some tips for adding value by thinking like your customer.

Date Posted: Jan 6, 2012

This is Free Content Original
Be Prepared for SOA Testing
Author(s): Scott Aziz
Summary: Service-oriented architecture offers software testers an opportunity to engage stakeholders early and often. Before you dive in, prepare your testing practices to handle the potential challenges of SOA.

Date Posted: Dec 30, 2011

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Seven Ways to Make Testing Irrelevant on Your Team
Author(s): Marlena Compton
Summary: Testers and developers can be friends. In fact, on teams working at a breakneck pace to deliver software, they must be friendly enough to rely on each other. However, there are a few sure-fire ways to ruin that relationship before it begins—and potentially make testing both irrelevant and unwelcome. Marlena Compton lists seven such ways here, along with suggestions for avoiding disaster.

Date Posted: Dec 21, 2011

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Story Mapping the Wrong Way
Author(s): Lisa Crispin
Summary: When Lisa Crispin's team got an opportunity to put the story mapping ideas she picked up from Jeff Patton into practice, they excitedly rushed into it and missed a few steps. Find out what happened, what didn't happen, and what they learned from it all.

Date Posted: Dec 12, 2011

This is Free Content Original
Crowdsourced Software Testing
Author(s): Doron Reuveni
Summary: In response to shrinking budgets and tight launch deadlines, crowdsourced software testing is a growing trend. Here are six ways an on-demand testing team can complement your in-house QA efforts.

Date Posted: Dec 6, 2011

This is Free Content Original
Behavior Unbecoming a Leader
Author(s): Naomi Karten
Summary: One of the most important roles of a leader is to serve as a role model for others in the organization. In this article, Naomi Karten describes a situation in which a CIO forgot this responsibility, almost taking action that would have undermined his efforts to reverse the IT organization's plunging morale.

Date Posted: Dec 2, 2011

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The Three Amigos
Author(s): George Dinwiddie
Summary: Analysts determine what needs to be created. Programmers create it. Testers find the holes in the work of both. That's one way to do it, but all three can collaborate to do these things better, and more easily, too.

Date Posted: Nov 28, 2011

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Who Defines “Success” for Your Project?
Author(s): Payson Hall
Summary: An otherwise good project management book provokes Payson with definition of “success” that rubs him the wrong way. In this article, he presents his case.

Date Posted: Nov 28, 2011

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A StickyMinds.com Original
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Bread Crumbs

By Peter Clark

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Summary: A cautious project manager knows that all projects are at risk of failure. This week, Peter Clark explains how taking the time to leave a formal trail of communication between you and your customers can lead to a fairy-tale ending.


Mind Fire
Hansel and Gretel knew that they were going to be abandoned in the woods by their wicked stepmother. The first time they were left alone in the woods, Hansel left a trail of pebbles, and they were able to find their way back home. The next time, he left a trail of bread crumbs. Birds flew down and ate the bread crumbs, and the children were lost and alone in the woods. 
 
So what does this have to do with project management, anyway? All projects are at risk of failure, leaving us lost in the woods. The prudent project manager leaves a trail as he goes so he can get back home. This trail is created through communication with the project’s customers about how their actions are affecting the success of the project. 
 
A common project problem is customer/stakeholder unresponsiveness. Meetings are missed, specifications are not reviewed, and drawings are not approved. This traps the project in the fuzzy front end, and leads to schedule pressure. If the initial project milestones take longer than planned, there will be even less time for future milestones, which has a direct impact on the project’s cost and schedule. 
 
As a project manager, it is your responsibility to inform the customer/stakeholder of the impact his inaction is having on the project. There are a couple of strategies that you can follow. 
 
The first strategy involves declaring a schedule slide. Send a letter to the customer stating that the previously agreed-to schedule required him to approve requirements by January 15. It is now January 30 – the schedule has slipped two weeks and will continue to slide day-for-day until the requirements are approved. 
 
The second strategy involves sending a letter to the customer stating that he has missed the previously approved date, and giving him a drop-dead date to approve the specification. Inform him that after that date, you will consider the specification approved by default. Any changes after this date will require a change to the contract, resulting in increased cost and/or schedule delays. 
 
Which strategy you use depends on your contractual relationship with your customer. The first strategy is most appropriate for internal development projects. In this case, it is presumably most important to deliver the correct functionality and to control the customer’s costs. The second strategy works best when you are delivering software under a fixed-price contract, particularly when there are liquidated damages (damages assessed due to failure of the provider to deliver by a specified date). In this case, you should be most concerned about controlling your own costs, and with protecting yourself against damages. 
 
Unfortunately, the most common strategy used is to say or do nothing. Project managers are often reluctant to upset their customers, and are afraid that the kind of communication outlined above will strain their relationship. They accept the burden of the schedule pressure and hope for the best. Project managers need to realize that needlessly increasing project risk benefits no one, least of all the customer. 
 
This sort of communication with your customer should be formal. You should send a letter and follow up with a phone call. The letter serves as a record, and the conversation reduces the risk of miscommunication. If you agree to anything different than what was in the letter, be sure to follow up with a clarifying letter. 
 
Resist the temptation to give the news verbally, without the letter. Remember, you are attempting to leave a trail of pebbles out of the forest. Verbal communication is like the trail made with bread crumbs; the birds will eat it, and your trail will be gone when you need it. 
 
Your letter should be specific. It should refer to the version of the schedule that shows the missed milestone, the date that was missed, and the actual impact. For example, “The project schedule dated September 15, 2003, shows your approval being required by December 12. To date, your failure to provide requirement approval has resulted in a two-week delay in starting work on the product design. As the product design is on the project critical path, this has resulted in a minimum of a two-week delay to the project end date.” 
 
Your letter should be timely. After the fact, it is nearly useless to try and claim schedule delays caused by others. Communication regarding schedule delays should be sent no more than two weeks from the start of the delay, sooner if the schedule is tighter. 
 
Your claim should be reasonable. Delays will only be accepted if the missed milestone can be shown to be on the project’s critical path. Of course, any missed milestone will eventually turn into the critical path. Failure to approve an insignificant portion of the project by the declared date will not typically result in an overall slide in the project. 
 
As powerful as this communication is at the beginning of a project, it is actually most useful at the end of a project, particularly when you are in a contractual relationship with your customer. If you are delivering the project months late, you had better have a plan to find your way out of the forest. Night is coming, and the forest is full of wolves.


About the Author
Peter Clark has twenty years of experience in industrial automation. He currently manages teams working in materials handling, especially baggage handling systems. He can be reached at pclark@jerviswebb.com.

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StickyMinds.com Weekly Column From 3/7/04 

Member Comments
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Comment:    
by Laura Guevarra 3/26/2004

I wish I read this article earlier this month. My project was due on the 15th. My client went on vacation and was unreachable for a week and a half. The contact person she refered me to did not return any call and did not send back the user reviews/comments I required. Since none of my communications contained the explicit language "project schedule date x shows you missed the required...", the same customer is questioning me about "where the time went" and "why are we late on this project?". Now I know better.

 
 
Comment:    
by Laurent Bossavit 3/19/2004

I'm aghast at the "approved by default" language. It just sounds totally wrong to me. I've posted some more thoughts on why to my blog - http://bossavit.com/thoughts/archives/000715.html

 
 
Comment:    
by T. A. Indira 3/16/2004

Doing nothing or remaining silent without highlighting or escalating the issue is definitely not the solution. The strategies suggested by the author should judiciously be used by the Project Manager. It is important to make a formal communication and also make a personal call to the customer to highlight the genuine concern and the risk involved. It also helps to proactively think of any solution or alternate plan and discuss the same in the call. This would reduce the friction and would also generate some interest in the customer in terms of resolving the problem caused from his end. I believe specific escalations to higher authorities...Read On

 
 
Comment:    
by Erik Petersen 3/14/2004

I think this approach may be more poison pill than pebbles. Rather than leave a document behind that is a negative reflection of a customer, I'd talk to them first face-to-face or over the phone, agree an outcome, then followup with an "as discussed" email which would be similar content but capture what their commitment was (and if there wasn't one, we could include the if-we-don't-hear-from-you-we-presume-you've-approved clause). That way, we have a record of a two-way communication, rather than a one way "you have been naughty" one.

 
 
Comment:    
by Pat Barkman 3/11/2004

It's always better to manage your customers instead of the other way around. They are project team members, the same as any coder or tester. When they miss deadlines, there's a proportional project impact. The trick is to find out where the power (money) is in the client's organization. Make sure that all the customer stakeholders are notified. For example, if you only notify one contact who's responsible for implementation -- but isn't responsible for paying you -- then you are low-hanging fruit on the blame tree when the project comes in late, over budget or poor quality. The implementation contact will blame you to save face with their...Read On

Author's Response:
3/11/2004    
"Following the money" is always outstanding advice. It is very easy to get caught up in communication with individuals on the customer side with whom you have no contractual relationship. Often, this happens just because they are the only ones who are communicating with you.

 
 
Comment:    
by Jayatheerthan Sundararajan 3/9/2004

The important takeaway is to call the customer and inform about the mail to make it politically correct.The project manager should understand the attention of the senior management on escalations and to communicate timely. The frequency of escalation is also very important. Dropping pebbles frequently will leave half the trail empty.

Author's Response:
3/11/2004    
Jayatherthan, you are correct that this strategy is best used in moderation. Laying your bread crumbs too close together can quickly escalate into an antagonistic relationship with key stakeholders on your project. This can come back to haunt you in the final phases, when you are attempting to get customer acceptance (and payment!). A good rule of thumb is no more than one or two such notifications per month. It is possible to send them more often on larger projects, just because of the sheer volume of documents being exchanged.

 
 
Comment:    
by Tek Wallah 3/8/2004

That sounds like excellent advice. It’s always good business to be polite, explicit and on (electronic or physical) paper. Just remember that what’s good for the goose is good for the gander. Coming across as too heavy-handed is inviting retaliation – unless, of course, you never miss deadlines yourself.

Author's Response:
3/11/2004    
I agree with you that being heavy handed can be very dangerous (see my early comment to Jayatherthan). And of course I never miss deadlines ;)

 
 
Comment:    
by Gene Fellner 3/8/2004

Great idea! This is one of a few situations in which impersonalization may help. Sending the stakeholder a form with the blanks filled in for the project name and other variables lets them know that this is not the first time this has happened and they are not being singled out for complaint, yet this is a serious enough problem that the organization had to develop a formal procedure for handling it and a formula for measuring its impact on the project schedule. I'd be wary of the "assume approval by default" tactic in an in-house situation. Office politics being what it is, the stakeholder may be able to argue -- if things go wrong -- that...Read On

Author's Response:
3/11/2004    
I have mixed feelings about the form letter idea. In general, I believe that bad news should be delivered in as personal a manner as possible, to attempt to soften the blow and to attempt to resolve the problem. You do have a valid point that a form letter would show that this is a relatively common occurance. I'm not sure what is worse politically for internal projects - assuming approval or declaring a schedule slide. Both can be personally dangerous, particularly if the stakeholder directly or indirectly "signs your check". In this case, it is going to be a judgement call as to which will be worse for the organization - increasing the risk of substantial rework or increasing the risk (likelihood) that the project will be delivered late. I really like the idea of an "approval-by-default" clause in a contract, but I don't know of many customers who would sign a contract with that sort of language in it. Have you used this technique yourself? How did it work out?

 
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