5 Steps To Recovering From a Project Screw-Up

It’s the nightmare of consultants and project managers everywhere – you made a mistake of some kind and caused a big, fat emergency with your project. Oh no!

Without an ounce of exaggeration, I tell you that moments like this can make or break business relationships, and sometimes entire careers! We all make mistakes from time to time, but how you handle the mistakes – particularly the out-and-out emergencies – will determine whether you are viewed as a cool-headed professional fixer or a ham-fisted screw-up artist after the smoke has cleared.

Here are 5 steps that have served me well in my long career of managing, implementing and building projects of various types.

1) Stop the bleeding.

The immediate fallout from a project fumble can take different forms – a system might be hard-down, end users might be locked out, emails might be going out to people they shouldn’t, payments might not be processing, entire departments may be grinding to a halt productivity-wise, etc.

Whatever the case, odds are that your stakeholders are shouldering a cost, and that cost can best be visualized in the form of a wide-open faucet with money, goodwill and credibility (possibly yours) flowing robustly down a deep, dark drain, never to return.

Does that sound overly-dramatic? It’s not. In cases like this, your absolute priority is to stop the bleeding. If a system is down, get it back online! If a department has ground to a halt, get it moving again! If data is being exposed, secure it! If customers can’t reach support reps, get those phones or chats back up! Whatever the immediate, ongoing damage condition is, you must tie it off immediately.

2) Fix the underlying problem.

Once the emergent issue is no longer bleeding dollars, time and goodwill, it’s time to turn your attention to the root cause of the issue. This is where troubleshooting techniques like working backward from the symptom to the root problem or splitting the problem domain into likely causal areas, can come in handy.

You likely have these skills already, now it’s time to use them!

Sometimes the underlying problem has a very clear, slam-dunk fix. Sometimes you may need to put a speculative fix in place and do a bit of testing to ensure that you have the “Holy Trinity” of problem-resolution in place:

  • Identified the problem correctly
  • Identified the fix correctly
  • Applied the fix correctly

In a computer system, this may be fairly straightforward. In a human-driven system, this may be less obvious, and you may even have stakeholders or end users working against your attempts to investigate. Trust your domain knowledge, be persistent, and keep asking hard questions until you find the fix.

3) Take responsibility.

You can use these steps to deal with any project-related emergency, but the premise of the article is that the emergency is the result of a mis-step made by you or someone you manage.

By this time, you’ve stopped the immediate damage and fixed the issue.  When you communicate this to your stakeholders (see #5 below) it’s important to own your role in the problem. Lean into accepting responsibility for the initial mistake that caused the emergency. Don’t mince words, don’t try to minimize, and do not try to shift blame. Not only are these behavior blatantly unprofessional, they’re also clear as day to anyone with the ability to think critically.

Your stakeholders will rightfully have some difficult questions for you, and the harder you lean into owning your role in the emergency, the less opportunity there is for anyone to call you out. State the mistake as plainly as you can. State the underlying cause of the mistake in similarly blunt terms. Take the blame. Even an ounce of deflection will open you up to withering examination.

Own it. Answer the hard questions. Then move on.

4) Demonstrate change.

If the fix itself is sufficient to stave off future instances of this particular emergency, great! Your job is done.

If not, though, it’s time for some things to change:

  • Is a process at the root of the problem? Change the process!
  • Is a system at the root of the problem? Change the system!
  • Is a person on your team at the root of the problem? Re-train the person!

Whatever you need to do in order to make it impossible for the problem to recur, do that. And if you can’t make it impossible, make it as unlikely as you possibly can.

Then, demonstrate this change to your stakeholders; make it clear to them that not only have you stopped the bleeding and repaired the underlying problem, but you’ve taken the extra step of heading off any future instances of the issue. Your stakeholders are human – they understand that errors happen, but they’re not likely to overlook the same costly error happening more than once.

5) Commit to communication.

It’s very tempting to put your head down and get busy fixing without coming up for air until you can demonstrate that the entire affair has been handled.

Don’t do this.

It’s natural to want to be viewed as the one who scored a touchdown by fixing everything, rather than admitting to being the one who fumbled the ball in the first place. But while you’re doing that, your stakeholders. end users, customers, and lateral dependencies are all left to wonder what’s happening – and to fill in the lack of details with the worst scenarios they can imagine!

Instead, commit to communicating with your stakeholders at every step – when you become aware of the issue, when you start troubleshooting, when you start implementing a fix, when the fix is in place, and when you’ve implemented changes that will prevent the issue from recurring.

It doesn’t take much – just a 3-sentence email to your stakeholders will do the trick at each step – but taking a moment to communicate at every step gives you a lot:

  • It maintains your goodwill and credibility
  • It demonstrates that you’re in control
  • It reduces stakeholder anxiety
  • It prevents you from being distracted by a flood of emails and phone inquiries, leaving you free to work the problem

If the error is big enough, you may find that you take a hit to your reputation and credibility. But if you also fail to communicate, the hit will be much, much worse. Not keeping your stakeholders fully-informed during an emergency is completely unprofessional and you’ll absolutely suffer for it.

Let’s be honest – I could probably split hairs and turn this into “100 Steps To Recovering From A Project Screw-Up”, but I suspect you’re capable enough to unpack these basic steps into smaller steps if you need to. The important thing is to keep these issues in mind as you try to recover from a self-induced project emergency.

It’s not easy to keep a clear head while the alarms bells are going off and your team/stakeholders/end users are in a panic, but if you’re the pro I think you are, you’ll probably be just fine.

My New Show, $100K Freelancing, Now Available

A bunch of you have asked me the same question over the past year: “when are you going to do another podcast?”

The honest answer most of the time was “I’m not sure”. But today, that changes. Because today, I just launched a new show.

$100K Freelancing is a show for freelancers, by freelancers. It will cover solutions to the real challenges that you and I face day-in and day-out as freelancers and consultants building client service businesses. It’s that simple.

There are three episodes of $100K Freelancing available today:

Bryce Bladon profile on $100K Freelancing podcast

Qualifying (and Disqualifying!) Client Projects w/Bryce Bladon

Qualifying (and Disqualifying!) Client Projects w/Bryce Bladon
Bryce and Chris talk about how to qualify and disqualify client projects in order to avoid taking on clients from hell

Kate WInsor profile on $100K Freelancing

Networking For Projects, And Growing Pains w/Kate Winsor

Networking For Projects, and Growing Pains w/Kate Winsor
Kate & Chris talk about using one’s network to get work, and the growing pains inherent in growing a freelance operation

Paul jarvis profile on $100K Freelancing

Make Freelancing Serve Your Own Dreams w/Paul Jarvis

Make Freelancing Serve Your Own Dreams w/Paul Jarvis
Chris & Paul discuss freelance marketing to a niche, sustaining your business via recurring work, and designing a business that serves your own dreams and goals, not those of society-at-large

To stay up to date on the show, and to receive insider info on when shows are due to come out, who the guests will be, plus discounts on products and exclusive access to Q&A sessions, join the $100K Freelancing insider-interest list.

My co-hosts and I are proud of the show, and hope you find it a useful tool as you work toward becoming a $100K Freelancer – or beyond!

Do You Get Freelancing Leads From Your Network?

Between interviewing other freelancers and consultants for my new online show, and interacting with the freelancers I coach, a pattern has been emerging:

By far, the #1 way that freelancers – even some very successful ones – get new client work is via their network, not via stranger-leads that come in due to any kind of automated marketing.

contract signing freelance leads

Do you close freelancing leads from your network?

I find this interesting, because marketing automation and lead-generation is all the rage right now. You may find that you’re hard-sold on the practice as though it’s a guaranteed cure to all of your freelancing feast-or-famine ills. If you’re not getting sufficient freelancing leads, why, it’s because you’re just not producing compelling-enough content, or not participating in online communities enough, or are falling short of attracting anyone’s interest on social media. In short, you’re told that even if you’ve cultivated a healthy network and a steady stream of referral work, you’re still failing if you haven’t built a fully-automated marketing machine!

And what’s the solution to that? Expensive marketing services aimed at making your content go viral, or getting likes, or adding 1,000 subscribers to your mailing list in a weekend (hint: this has never happened to anyone in a way that anyone else can hope to duplicate). Of course. Now, you know me – I’m a big believer in buying books and engaging in continuous education, and I do some automated marketing myself, but…come on.

Suggesting that you do the non-scalable thing doesn’t sound sexy, and yet that’s how most of us get freelancing leads – network exploitation. Very few will suggest that you put work into having conversations with real, live human beings, doing the non-scalable work that puts you face-to-face in meatspace with the very people that you hope to sell to. Very few will suggest that maybe – juuust maybe – human connections drive more consulting deal-flow than any form of automated marketing ever could. And fewer still will suggest that perhaps the handful of people hard-selling us all on the panacea of automated marketing are merely the exceptions – the few who had juuust the right circumstances at juuust the right time to make that kind of a machine work.

So, where does that leave the rest of us? Those of us with imperfect circumstances and imperfect timing? The Average Joes and Janes? The smallfolk?

I think it leaves us in a decent spot. Here’s why:

business networking for freelancing leads

Freelancing leads can come from your network.

Like I’ve said before, all else being equal, people want to work with their friends. People want to work with people they know and like, people who are a known quantity, not some faceless marketer who sends out cleverly-worded automated sales pitches every week. For sure, automated sales pitches have their place, as do all the other tools of automation, and SEO fundamentals, etc but…isn’t it time that those of us who get work primarily via human connections and real-life communities step back, take a look at our marketing with fresh eyes, and try to shake off the sense of FOMO that so many of us have when it comes to how we get freelancing leads?

I think it is.

Let me open up a bit and share my own client acquisition breakdown with you:

20% – showing up in Google when & where people expect me to (SEO fundamentals)
80% – my own network of contacts in the business community (referrals, repeat business, face-to-face encounters, etc).

In 15 years, I can’t point to a single consulting dollar that has ever hit my pocket as a result of any kind of inbound marketing automation. Not one dollar. Maybe you can’t either. I know, I know, the first thing some people will say is, “maybe that just means you suck at it! Har! Har!”, and…OK. Even if that’s true, my point stands: shouldn’t we stop regarding having a steady stream of freelancing leads via referral as a failure of some sort, merely because we’re not CRUSHING IT BRO with automated marketing?

$100K Freelancing - let's talk about freelancing leads

$100K Freelancing – Better Clients. More Money. Fewer Headaches.

So, what about you?

– Is your network the #1 way you get YOUR new clients?
– Do stranger-leads make up 20% or more of your closed deals?
– Do you ever feel “guilty” or sense that you’re missing out by not automating your lead-gen?

This topic – and more like it – will be discussed on my new show, $100K Freelancing. The show launches March 21; join the early-interest list to gain access to insider information and notifications about the show.

2016 Year In Review

At the start of 2016, I had a very specific view of where I wanted to go professionally, and a huge sense of possibility. Standing here at the end of 2016, I have a very different view of where I want to go, and what I regard as possible. The months between were a time of difficult choices, strong transitions, and value adjustments, all while maintaining a busy consulting schedule.

2016 was also a big year in terms of producing and shipping projects. Here’s a list of what I shipped in 2016: Keep Reading…

9 Ways To Prepare Your Freelance Business For The New Year

As the year draws to a close, it’s only natural to reflect a bit on what has transpired, and what is yet to come; this is true both in our personal lives and in our businesses. Problem is, far too few freelancers start a new calendar year prepared to do anything different or better than the year before. Let’s see if we can reverse that trend.

Every year over here at Cogeian Systems, I try to take some time to look ahead and make sure to be prepared for what’s coming. Sometimes all it takes is a quiet moment at my laptop with a cup of coffee, and other times it takes a bit more research, but finishing the year strong and having a plan for the new year is always worth the effort.

I’ve distilled my own yearly process into a series of 9 simple steps and questions, broken down into 3 broad categories: Keep Reading…