3] Deploying Project Management Principles with Asana

I have written already about the following domains: Development approach, Stakeholders, and Teams from the domains listed in the PMBOK Guide 7th edition.

In this post, I will share few tips on how to bring your ‘uncertainty’ domain to life.

What is the uncertainty domain?

The uncertainty domain affirms the concept that projects are expsoed to different levels of risks and approtunities and project managers should be equipped and ready to assess these that occur and decide how to handle them.

Project Management Institute includes ambiguity, complexity, volatality and risk to the spectrum of uncertaintiy that projects must be aware of. As project practionier, I believe it will be very helpful for you to understand the different responses to threats and opportunities. Understanding them will help you decide how to surface them in your ecosystem and in this case, deploy features in Asana that will help you bring them to life.

Projects can respond to threats by: Avoid, Escalate, Transfer, Mitigate, and Accept.
Opportunities responses include: Exploit, Escalate, Share, nhance, Accept

I wont go through the details of each of these responses on here, as I am sure you will be able to find plenty of resources to elaborate further. The main concept I want to share is for you to understand that when a threat or an opportunity arise, you will have to decide to:

  • Note it and do nothing,
  • Note it and do something to remove it,
  • Note it and work with it.

So what features can you use with Asana to bring your project risk to life. You need to understand the level of maturity of risk management in your project and organisation first. This will help you decide whether to deploy something simple or a bit more sophisticated.

The final outcome in my opinion should always be the visibility of the uncertainity that occured and its impact on your project. For this, I highly recommend you maximise the use of your project / portfolio / goal status update.

Why is this important?
By reporting on an uncertainty (whether a threat or an opportunity) in a status update, it takes away the personal attachment to the item. It allows you to report on the issue as factual as possible, link it to the milestone, task, or phase in your project and explain what happened and what will happen. It brings a level of objectivity that will ensure you do not fall for the watermelon effect in startus updates.

Let’s keep it simple:

Create a section in your project called Risks.
Utilise the project views feature. Keep this section at the bottom of your project and keep it collapsed for the main view. Create a nother view where you collapse all other sections and keep the risk section uncollapsed at the top of your list view. Save this view in a new tab and call the tab risks.
One way to approach the process flow is the following:

  • when an uncertainty is identified, a new task is added. The task name is the uncertainty itself. Ensure the task details are complete, description, context, impact of project.
  • use custom fields. Create when that is titled uncertainity and it offers to options: threat or opportunity. This helps you in reporting further down the line.
  • Create another custom field called Action. Include options to Action Required, No Action, Update Project. Of course you can customise these responses and align them with your organisation’s policy.
  • Utilise the approval feature. This is handy for the stakeholders that will have to support you when these arise. Use the approval feature as subtasks under each uncdertaintiy task.

So what is the operational workflow?

Each uncertain task remains open - not complete.
every review you do can be tracked in the form of an approval task. You can define the three types of approval to the responses of you offer. Approve means X, Require Change means Y and Reject means Z.
Only add comments and documents to the task itself. This helps you in following a complete trail of history as your project progresses
Utilise the description box in your task and include headlines in the box. One of the headlines should be Milestones. List the milestone that this uncertainity has impact on in your project.
Once the uncertainty is completely gone, you can mark this task complete.

So what do you do when someone requires you to make changes i.e. note the uncertainty, work with it, meaning your project scope or your project schedule / resources will have to change?

Copy the link to this task and keep it i your clipoboard.
Go to your main project and make necessary changes. Any change you make, ensure it is accompanied by a comment explaining why the change, and link the task to this risk task. This will help people get context on why this change is happening.

Once you compelte all the changes, immediately issue a project status update.
LEt the summary be the risk identified and the impact on the project.
Link all the tasks that changes in the status update so the stakeholders know directly what is impacted. As you know with asana, anything you link is clickable and reachable from the same screen you are in. This allows your stakeholders to read and navigate to the task that they want to dive deep into.

In project management, we are always required to review and assess the status of the risks. The frequence of the review depends on project size and company policy. Once you have that, create an occuring task ’ Review Project X Risks ’ and make it assigned to yourself if you are the project manager / owner.

This is a simple way to sue Asana to bring the risks to the surface and the actions associated with their review. The more you become advanced, the more features you can use.
For example, if a task is marked threat, and action is required, auto create an approval, assign it to X person and give it due date + xx number of days, adding your self as a collaborater.
You can also create task templates for threats vs opportunities that team members can use to submit an uncertainity, and the workflow will automatically populate what is needed.

By doing so you should hopefully demonstrate how you work with uncertainty. Above all, by doing this, you are normalising the fact that sometimes, things go wrong. That is ok, and they should be dealt with and not brushed under the carpert. You will not fall faul of the watermelon effect.

I hope you enjoyed reading this post.

Rashad

Resources:

  1. Status updates: Asana Help Center
  2. Project views: Asana Help Center

You can ready about the first two posts here:

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@Carol_Morley I look forward for your feedback on this one :slight_smile: I hope you find it a bit useful.

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@Rashad_Issa - this series is incredible; definitely taking notes on how to bring some of these principles into my own work.

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Thanks a lot, Stephen!! Much appreciated :pray:t3:

Wow - that’s a brilliant approach! I think I’m going to have to practice it a bit to get it working like you’ve outlined as I’m still exploring Asana’s functionality, but it makes a lot of sense and I love the traceability.

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Yay! Thats great.

Hi @Rashad_Issa , very interesting post and an exciting way to work on risks with Asana :clap:

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Thanks a lot @Diego_Conte1 glad you found it interesting, and welcome back to the forum.

Rashad

Really nice post and a great way to illustrate the many amazing use-cases Asana offers in digital project environments.
I really like your approach and it might even be possible to mix it with the approach i use.

Instead of having a section on the project for risks with custom fields only applying to Risks in this section (vs. to most other tasks in the project), i have set up a dedicated “Risk Register & Assessment” Project, where all Risks across all Projects are getting added to (Multi-homed).
This then has its own set of custom fields, and also a small workflow, once it’s been added to that project.

The advantage here is, that at any point in time, you can also access a repo of risks/opportunities across your projects living on Asana.

A rule for your approach could then be: "If task is added to section “Risk”, then add the task also to another Project “Risk Register & Assessment”.

Let me know if you think that is helpful

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Hi @Dennis_Schießl

Thanks for sharing this approach. This is indeed super helpful, especially when you manage a portfolio or projects, and you have a PMO framework to manage risk across the entire business.

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Thanks for sharing this @Rashad_Issa !

Similarly to @Dennis_Schießl , we developed a risk management project in Asana for teams to utilize to track and assess risks in their projects. We want the teams to place their risk registers in specific Portfolios so we can assess what is happening across our Programs. Mid-term intent is to aggregate and share across our organization.

We also use Asana for institutional risk assessment.

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I’ve used Asana for a while, and creating a separate “Risks” section in a project has been super helpful. When I first started working with project uncertainty, I didn’t realize how important it is to just note the risks and decide if you need to act on them. Having custom fields like “Threat” or “Opportunity” helped me make sure nothing slipped through the cracks.

I’m also into the Project Management Professional (PMP) certification and I’ve found that applying those principles alongside Asana’s features helped me feel more in control when risks come up. It made things less overwhelming and much more organized, especially with approvals and the status updates. Definitely something I’d recommend if you want to keep everything clear for everyone involved.

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So glad to hear it @Masatoshi_Ciborg