I don't exactly have a corner office. We just recently moved to a new space and I sit at a window along a row of desks at the western side of the room. Our arrangement along the western side is nice and intimate, and I have the pleasure of being just a couple feet away from a very nice woman who is also our most senior salesperson. Because we sit so close to each other, I've also had the opportunity of listening in on some of her sales calls. This has been both entertaining, exciting, and sometimes totally frightening. Just last week I overheard a call with a potential new client and was not only glad I was sitting down, but happy my lunch had already digested. Here's why:
She said (not exact quotes, but hopefully enough to get the idea), "Yes, we can definitely set you up with a new website, we just completed a project for another client in the same field as yours, took about 8 weeks to turn around so will probably be the same for you."
I cringed, and I thought "What??! How can we make any estimate of schedule when we have absolutely no idea what the project will entail or what technologies we will be using, what specific needs they will have, etc. We aren't even approaching the beginning of the Cone of Uncertainty, so to make any kind of estimate at this stage is complete project suicide!"
Then she said, "We used a new Content Management System (CMS) to integrate the content of our other client's old site to new, and I'm sure we'll be able to help you in the same way."
I glared at her and almost grabbed the phone out of her hand, and thought "Wait!! We don't know enough to make a commitment to this person about using a new CMS for their site! There are still too many unknowns and a good deal of risk associated with using this technology. The best we can do is offer to research the idea and go back to them with an analysis of the benefits and risks of venturing into the project with this new CMS, and make sure it's clear with the impact on schedule and budget would be if we hit any complications."
Then she said "I understand that you're on a tight schedule, we'll corral our people and make sure we can get this out the door by August 1"
My heart skipped a beat as I thought, "How can you make any promises of schedule when you don't know what the availability of our resources are, people's vacation schedules, our key production person is out this week, etc."
Then I realized why I'm not a salesperson. A salesperson has to be a "can do" person all of the time, because she is going to bring in our next deal and she's going to make sure there's plenty of dollars around for my next bonus (that's just a hint there for someone, you know who you are). So, it's her job to raise the energy level and get this potential new client excited about the prospect of working with us, whatever that might mean. And, she's good at it, too. She's brought in a lot of new projects in her time here.
As a project manager, it's my job to make sure the new work that's brought in is done well, on schedule, within budget, and meets the client's needs. Is it possible to reach all of those goals in every project? That's the subject of many other posts, but it's definitely the goal we strive for at Flightpath. But, a project manager also sometimes needs to be a "can't do" person. A PM needs to be a leader and keep the team energized, organized and informed, but also attuned to the reality of the tasks we are undertaking and the risks involved, the uncertainties at each stage of the project and it's affect on schedule, etc. When a project is done well and the client is happy, the saleswoman's job is easier because the client will ask us to do more work.
So, for a minute I imagine what the sales call might go like if I was doing the pitch:
"Well, we did do a somewhat similar project in the past with another client, but without taking a closer look at your site and the technologies that run it, I couldn't even make a ballpark estimate of time that it would take to complete the project. Let me call a meeting with our programmers and look through your site and we'll get back to you in a few days."
"click!"
Ok, so I don't think we're going to get that deal.
The reality is that many times we are challenged with urgent scheduling demands, new technologies that we might not be familiar with or uncertainties of scope, details, etc. The advantage of being at smaller company is that it's possible to shift resources around to get the work done, even when some of the details don't get ironed out until later on. Working with a new technology can be a daunting task sometimes, but can also be very exciting and challenging, and bring us higher up on the escalator of risk.
So, I'm going to continue to do my job and she will continue to do hers. I'll continue to be entertained by her sales calls and know that together we'll keep things busy at Flightpath.