PM Notebook

PM Notebook is a collection of articles and essays that cover some practical aspects of project management. 

You’ll find plenty of information that relates to Scrum, agile development and project management consistent with the PMI’s PMBoK (along with occasional mention of CMMI, Prince2 and others).  PM Notebook has:

  • Articles based upon successful project and program leadership.  You’ll find information on project and program management techniques, methods and practices.
  • Articles about career development and improving professional performance & effectiveness.
  • Many pointers to expert project management and program management information – books, web sites and blogs.
  • Links to current and landmark articles of significance on project and program management.


About Bill Hoberecht

PM Notebook is the work of Bill Hoberecht.  In the fall of 2010, I joined Kaiser Permanente Colorado as the Senior Director of Clinical Informatics and Decision Support.  I lead a department of agile development teams in creating and enhancing heath care systems used in Kaiser Permanente Colorado, applying technology to the individual care of patient populations and innovative trials aimed at quality improvement, cost reduction, service improvement, and growth promotion. I'm responsible for the Colorado region’s disease registries (HealthTRAC Disease Management), care decision support systems (HealthTRAC Prevention, HealthViews) and other health care delivery systems.  A September 2010 article in the Denver Business Journal gives a concise overview of this work and also highlights the doctor with whom I partner.

Prior to joining Kaiser Permanente, I was a Program Director with British Telecom, responsible for leading development and new technology programs – with a focus is on introducing new technologies into BT’s telecommunications networks.  I'm convinced that I had the best job in BT - the projects were exciting and I worked with a terrific group of project managers, program managers, and other directors.

My perspectives on leading projects have been heavily shaped through self-study, formal classroom study, a few certifications, and experiences directing small, medium and large technology programs.  Long ago I studied quality with W. Edwards Deming, obtained my PMP certification, and completed training at the SEI as a CMM Assessor.  More recently I completed Scrum Master training with Ken Schwaber.  Projects led by my organization are a mix of agile and waterfall-like.  In recent years, my projects have tended to be larger (over a thousand team members with budgets exceeding $100M).  I am a strong proponent of continuing professional development and training for those who want to excel at project management.

Most of my projects have succeeded.  A few, however, have been “challenged” or have “failed” (using Standish Chaos Report terminology) – these projects have yielded significant lessons learned that continue to influence my approach to projects.  These lessons are all incorporated into the materials you’ll find throughout PM Notebook.

More on my background is in my LinkedIn profile and Bill's resume.


The Reason for PM Notebook

Project Management is in the midst of a transformation from an “accidental profession” into a bit more of a formal discipline.  However, during this period of maturing, too many of the project managers and executives I encounter have uninformed perspectives on project management - here’s a sampling of a few viewpoints that I occasionally encounter:

  • “Project Management is mostly overhead, let's reduce in that area.”
  •  “Prince2 (or a derivative methodology) is the only way to run a project.”
  • “PMP’s run around with their little certificate and think they know how to run a project; Scrum is the only way.”
  • “What is Scrum?”

These views trouble me because they suggest a dishearteningly incomplete understanding of project management and the various forms of project management.  In my mind the best response to this is better information, clearly presented, about project management.  PM Notebook is my small contribution to helping project managers improve and to build a better understanding of project management in its various manifestations.  I regularly use information on this site in discussions with project managers who are in my organization. 

This site is a complement to self-study, formal classroom coursework and certification.


What is PM Notebook?

The content on PM Notebook is from the libraries of Pinnacle Performance, LLC (which is currently inactive as a consulting company) – newsletters and articles published to clients, materials used in conjunction with Pinnacle Performance training, and internal notes.  Thus far, I’ve brought about 10% of these materials onto the public segment of PM Notebook – publication of the remaining materials will be at irregular intervals throughout 2013 and 2014.