Saturday, December 28, 2019

Effects Based Operations


Comment:   Effects Based Operations (EBO), to some folks, is controversial but only to the extent that they do not want to be accountable to a result. Furthermore, there is an even smaller percentage that feels the psychological aspects as applied in warfare are not ethical in industry despite marketing campaigns using the same techniques. I was introduced to EBO in the late 1990s and dabbled in its use up to 2005. However, during deployments between 2005 and 2008, EBO gained higher employment but not necessarily the highest acceptance. The most intensive use of EBO was during tours at Commander Naval Forces Europe.

Effects Based Operations

EBO has not been well accepted in many circles as it removes the smoke and mirrors, fudged numbers, and the mask of outrageous successes people often herald even when there is no such success. Hence, EBO does not tell the emperor what he wants to hear and does not leave the emperor naked. EBO is not about how well people do their jobs. Everyone puts forth a reasonable effort and tries hard. EBO is about how well actions were undertaken as an organization, department, or group serves the desired results. Whether competing in war or the marketplace, desired results are being pursued. While war fight tactics are for war, the management method can and should apply to companies operating in a marketplace.

Companies desire profits, market share, supply point control, price control, and other outcomes such as sustainability initiatives. During correct practice, companies express the path to the desired outcomes as a strategy then implement projects to create the desired end-state, a set of required conditions or objectives must be achieved. As in warfighting, companies have limited resources that must be economically rationed and deliberately applied to the efforts that give them the most significant gain or strategic advantage. For example, Warren Buffet operates on a concept of durable competitive advantage as a strategy. Companies need to manage strategy-to-task, and EBO offers an excellent framework.

EBO is nothing more than managing what was set out to be achieved. In a reality check, as business operations are mapped to EBO practices bear in mind these points:
  1. EBO changes the management culture but not the nature or character of the market. The marketplace is a realm amicably at war in which competitive actors seek to deter, deny, diminish, deflect their opponent's advances using a host of tactics, techniques, and practices that shape the market place and attract loyal buyers to their offering in order to capture market share. The character of this marketing war is information-based and psychological.

  2. EBO is not a substitute for marketing methods. EBO is a management method that enhances outcomes. Success is valued based on rationed deliberate actions and results achieved as opposed to the novelty of the means.

  3. EBO causes reactions. Newton's law states that for every action, there is an equal and opposite reaction. EBO seeks effects that result in outcomes. Therefore, for every EBO action, there is an equal reaction. The question is if the reaction is reasonable or not. If undesirable then adjustments are made to achieve the desired reaction or effects.

  4. Measurements count, EBO captures measurements and links them to strategy. When measurements hit thresholds, then decisions are made as triggers as set into motion. Both qualitative and quantitative measurements are valued.

  5. What-if. Hypothetical situations are abundant, and exploring them can cause paralysis. The fact of the matter is the marketplace and world we live in is dynamic and always in flux. Disruptive technologies change market directions in an instant and poorly support technologies become burdens. Designing adaptive operations to handle complex conditions can reduce organizational latencies and react swiftly to change.

EBO is not complicated but does require deliberate thought and effort. Refer to Figure 1.

Figure 1:  EBO Structure and Information Flow

In a nutshell, the effects-based method is a flow of information about progress towards goals and strategies. The ultimate goal is to achieve the end state through deliberate actions in seeking effects and objectives. There are measures of effectiveness that aid in determining when an effect has information-based.

The Effects-Based method is new to the private sector, and there will be a learning curve associated with the method. The Effects-Based method does not change the nature of the organization but does change the management methods on a project by project basis. Therefore, it can be introduced slowly and scaled to the operation. The method also applies to ongoing operations making use of triggers to indicate out of bound conditions.

I published a book, Effects Based Projects, that combines EBO with Agile project management and use hip pocket tools to focus on results more than reports and computer driven artifacts that take time to develop.  The Book is currently sold on Amazon in print and eBook form for Kindle. 



References:

Bogden, J.T. (2019). Effects Based Projects: A practical guide that Puts Strategy-to-Tasks When Complexity and Uncertainty are High. Bogden: Nashville.


Project Management Series


Project Management Series
By
James T. Bogden, PMP

I am creating this collective of project management posts in order to focus knowledge of this discipline. Project management is a subset of Operations Management and Engineering. Engineering projects are have some different management methods than business projects. Specifically, engineering project are block funded and use cash flow methodologies versus earned value management with sunk cost and capitalization. 

I also strived to look at project management from many angles, present models, and use some thought leadership.







I published a book, Effects Based Projects, that combines EBO with Agile project management and use hip pocket tools to focus on results more than reports and computer driven artifacts that take time to develop.  The Book is currently sold on Amazon in print and eBook form for Kindle. 



References:

Bogden, J.T. (2019). Effects Based Projects: A practical guide that Puts Strategy-to-Tasks When Complexity and Uncertainty are High. Bogden: Nashville.

Effects-Based Operations in Project Management


Comments: Projects are short sided when they seek a deliverable that is not aligned with strategy and does not deliver some sort of business, market, or operational effect.  The Effects-Based method seeks to  go beyond traditional deliverables aligning strategy-to-tasks and seeks desirable outcomes or effects as a deliverable. This book blends the Agile project methodology with the Effects-Based method as both are iterative and center on high uncertainty and complexity.  

In developing this book, I drew on my experience as well as from the works of numerous experts in the business of complexity, effects-based operations, and project/operations management.  This first edition while somewhat breakthrough to industry is not new but combined in a new way for business and private sector application. 

Effects-Based Operations in Project Management
By
James T. Bogden, PMP

We have left the Information Age and entered the age of the hybrid. Systems we encounter in our work and everyday life are creating more uncertainty with higher degrees of complexity.  Causes and solutions to problems, outcomes, are more apt to produce sales than selling things, services, and slogans. Slogans like family owned means little to a buyer. Likewise,  buying things or services is what is being sold but are not in themselves a cause or solution, an effect or outcome, to their predicament.  The goal of any project is to create an effect or outcome for the market and the company that ultimately results in a measure of success such as profitability, market share, some sort of messaging, or other measure.  Simply initiating a project to do something like install a server, run an ad campaign, or open a new office is short sighted. By doing those activities what is the company seeking to achieve? Ask yourself, Why is this being done?  Begin with the WHY then the WHAT will follow. 

Complexity is at the root of many challenges in that systems and networks (social, logistical, informational, etc…) have become so complex that when someone takes action that stimulates the system   the effect is not easily predictable. However, by reducing the complexity problem to something more manageable not only will the network or system become more understood but outcomes can be limited to a smaller set that becomes more manageable. My new book goes through the process of achieving effects and producing things. I have outlined the chapters four your review.

Chapter two provides a complexity model and means to reduce the problem set to something more manageable. 

Chapter three discusses how to formulate strategy in a deliberate and purposeful manner by drawing on one  U.S. military method adapted to the civilian domain.  Having sound strategy is crucial to having vision, direction, and guidance so that activities may for focused as resources and limited. 

Chapter four discusses the general Effects-Based method developing an understanding how to perform the process of taking strategy-to-task then measuring effectiveness. 

Chapter five discusses Agile then blends the Effects-Based method into the Agile Micro-dynamic work flow providing a broadened model. The new model expands project efforts beyond a deliverable to attempting to achieve and outcome or effect then selects a means to achieving that effects objective. 

Chapter six looks at uncertainty providing hip pocket or on-the-fly tools to access causes and effects then identify risk event for resolution.  The complexity model discussed earlier provides a basic means from which to identify risk.

Chapter seven discusses the old-school method of programmed management in lieu of policies and expeditors.  The use of policies results in low performing organizations which suppresses aspiring leadership in the organization.  Also discussed in this chapter is agility which as principle reason the Agile and the Effects-Based methods

Chapter eight concludes the topic balancing theory and practice. 

My focus was to create this process in way that project and operations managers, PMs & OMs, would have tools and methods that are not cumbersome but quick and readily applied. In my experience, PMOs and companies often create administrative overhead that is unnecessary and shifts efforts to making reports and artifacts pretty rather than effective use of time and resources to get the job done. 

The Book is currently sold on Amazon in print and eBook form for Kindle. 



References:

Bogden, J.T. (2019). Effects Based Projects: A practical guide that Puts Strategy-to-Tasks When Complexity and Uncertainty are High. Bogden: Nashville.

Please feel free to email me at JamesTBogden@gmail.com or comment here about the book Effects Based Projects.. 


Effects Based Projects



Effects Based Projects
A Practical Guide that Puts Strategy-to-Task When Complexity and Uncertainty are High
By

Effects Based Projects
Click To Buy
Throughout my career, I have had the opportunity to be exposed to many operational / project circumstances and methods of management. While serving with the United States military at an operational level command, we were forward-thinking deciding to use the Effects-Based method. In practice, we developed our strategies then broke them down into objectives and desired effects. We then initiated projects to achieve those effects.

Often the projects were of high complexity and high uncertainty. While we knew the endstate, the path to the endstate was often difficult to observe. Using methods to discern the complexity, we were able to reduce the challenge to a workable problem set.

The private sector has many challenges, among them rapidly changing business environments and complexity. Professionals tend to rush-to-results. I saw the Effects Based methods as ways that could be applied in the private sector. The Book, Effects Based Projects, discusses the processes and means of achieving effects in place of a rush to results or things. I combine the Effects Based method with Agile to arrive at solutions for effects to deal with the challenges.

The book touches topics on a high level and I try to present hip pocket tools to focus on results more than reports and computer driven artifacts that take time to develop.  The Book is currently sold on Amazon in print and eBook form for Kindle. 



References:

Bogden, J.T. (2019). Effects Based Projects: A practical guide that Puts Strategy-to-Tasks When Complexity and Uncertainty are High. Bogden: Nashville.