Efficient Use of Personnel in a Project
The most interesting, unpredictable, and expensive resource you are likely to work with as a project manager is people. Individuals and their interactions can greatly influence either the success or failure of any project. So, how do you manage them? We will begin by discussing how to develop a human resource plan for a project, and then we will discuss how personnel and interpersonal relationships in an organizational setting can be better understood. A first step would be to organize the individuals who will be working on a project.
A project organizational chart is similar to an organizational chart we discussed in Lesson 2. This document should clearly lay out who reports to whom, based on an individual's role and responsibility within the project. If you are managing the project, you will be at the top of the project organization chart, and ultimately responsible for the success of the project. For projects that involve outside contractors, client organizations normally require those contractors to prepare a project organization chart showing the roles of team members and relationship with client project personnel. Figure 4-1 shows a "standard" project organizational chart showing the main elements that are often included in GIS projects. The box in the middle is the project team, led by an assigned project manager. This structure shows the project's team position in the organization--inside the "program management unit" which may be a formal GIS Office. The project team uses and manages work and products provided by contractors and vendors and communicates with external organizations may have a role in the project (e.g., review and comment on project deliverables). The box in the upper right, "Project Management Office" is an organizational unit which some government and private sector organizations set-up to provide support and oversight in project planning and execution.
Figure 4-2 is an example of a project team structure for a GIS project-in this case, a contracted company providing GIS consulting services for a City government.
For better or worse, there are generally important inherent differences between the means of influencing employees as a project manager and as an organization manager. You may have limited or no influence over professional incentives for members of your project, such as salary or promotions. Even more challenging, you may not have the final say over time commitments of workers to the project. This underscores the importance of a project charter, where such issues should be clearly laid out for and signed off on by management and sponsors in the organization.
Beginning with a role and responsibility matrix (also called a "resource matrix") and a project organization chart, you can move towards ever more detailed personnel assignments regarding who will accomplish what tasks and when. A project plan generally contains this information in a Work Breakdown Structure, which we will discuss in Lesson 5. In assigning personnel, you may not always have people with the talents or skills you desire within your organization. Training, education, or professional development of existing personnel is one way to overcome this shortfall. Other times, you may need to hire qualified personnel on a temporary or permanent basis. If hiring is required, you will need to clearly outline education, skills, and experience that matches the roles and responsibilities the employee will inherit in the organization.
Many public sector organizations and private companies have established formal GIS position descriptions. Common job titles include "GIS Manager", "Geographic Information Officer (GIO), "GIS Analyst", "Senior GIS Analyst", "GIS Developer/Programmer" , "GIS Technician", "GIS Specialist", "GIS Database Administrator", and "GIS Systems Administrator". Croswell Appendix I has some examples of GIS positions and the Urban and Regional and Information Systems Association (URISA) has two publications giving detailed information about GIS positions and salaries including: the 2017 URISA GIS Salary Survey and the Model GIS Job Descriptions, 2nd Edition. Also, a Web search using some terms as "GIS position description" will turn up examples used in specific organizations.
Croswell, subsections 4.1 and 9.1 provide a thorough summary of considerations and approaches for staff GIS programs and projects and the organization of team members in projects.
Once tasks and their timing have been detailed, it is possible to optimize human resources using the tools of resource loading and resource leveling. Resource loading refers to how much of individuals' time is committed to projects during various periods. Optimally, every employee of an organization would have 100% of his or her time allocated during all working hours. In reality, it is very easy for employees to be over-allocated. In many organizations, it can be detrimental in many other ways for employees to be under-allocated, especially if it has an undesired effect on their hours worked and resulting paycheck.
A strategy to optimize personnel allocation is Resource leveling, which resolves conflicts with resources by changing the scheduled times. By having personnel perform tasks on later or earlier dates, managers can take steps toward leveling all personnel at 100% allocation. It should be noted, however, that tasks within a project are often dependent on one another and cannot always be moved arbitrarily without adversely influencing the project schedule. We will discuss this in greater detail in Lesson 5 when we talk about network diagrams and critical paths. Figure 4-3, below, shows an example of the benefits of resource leveling.
In our discussion of resource leveling, we will assume that the rectangles representing worker-days (or worker-weeks, worker-hours, etc) are able to be modifiable in dimensions as long as the area of the resulting worker-week rectangle stays the same. For example, if a task requires 8 worker-weeks to complete, this could be accomplished by one qualified person working on this for 8 weeks, 8 qualified people working on the same task for one concurrent week, or any other combination whose sum is 8 (e.g. 2 workers for 4 weeks, 4 workers for 2 weeks). Although this makes assumptions about how the task can be accomplished, it also provides the project manager with flexibility and potential efficiency when it comes to leveling resources.