Let’s say you have just been tasked with starting up – or perhaps taking over – a new project. You have a day to read up about it, to think, and to prepare yourself, before travelling to where the project is. Towards the end of the day, you sit down and make a list of your top Project Management priorities. What’s on that list?
This actually happened to me, as I prepared to travel out of the UK to manage the toughest project of my career. The project had been going for a while and had some challenges. I had spent some time talking to a fair number of people, so I understood the challenges. What I needed to do was figure out what my priorities would be, from Day 1.
The needs of every project will be the different. But one thing will be the same: the need to get control of a complex situation.The needs of every #project are the different. But one thing is the same: the need to get control of a complex situation. Click To Tweet
I still have a set of 16 index cards, on which I wrote my top priorities then. Some of these addressed specific problems with that project. Others were not as high on my priority list. The remainder represent some of the common Project Management priorities that will arise time and time again. All of those are, in one way or another, connected to taking control of the project.
I have said many times that the one thing a Project Manager craves, above all else, is control.The one thing a #Project Manager craves, above all else, is control Click To Tweet
So starting a new project, your Project Management priorities are all about creating control. If, like me, you are stepping into a live project, this can be even more important, if your predecessor had failed to create that controlled environment. But what do you need to take control of?
Distilling my experience from many projects, and reflecting on two, in particular, where I had to quickly take control of a messy situation, here are my own seven top Project Management Priorities.
I have arranged these seven Project Management priorities in a specific order. This sequence is not an order of priority. Nor is it the sequence you should do things in. To me, this order starts with the most fundamental items and moves towards the most sophisticated. All will make a difference, and you need to work on them all. But, if you don’t have the earlier ones in place, then the later ones will not be enough to give you control.
Your team will deliver your project. So the the first of your Project Management priorities must be to create the conditions in which they can do so as easily as possible, and with the minimum distraction, frustration, and hindrance. Invest in ways to make their lives as easy as possible, by giving them the tools to do their job well. On a large project, set up a team administration function that can lift some of the logistical and admin burdens from team members that will allow them to focus on their work.
Once you have the dull but crucial basics out of the way, it’s time to properly get to know each of your team members. I cover this a lot, in my book ‘Brilliant Project Leader’. Unless you know people well, you cannot allocate them to the best possible roles, and you can’t optimize your approach to motivating them. Once you start to build relationships and allocate roles (of confirm/restructure in the case of taking over a project), you can also work on things like team meetings and routines, team communication, and the low-key social activities that can do so much to boost morale and team cohesion.
Projects don’t exist in a vacuum. They sit within a corporate, political, social world. Someone wants your project and you will be spending other people’s money and hazarding their reputations to get it. This means that you need to be properly accountable. If there are not already robust structures and processes in place to ensure this, start work to sort them out.
On the face of it, oversight and decision-makers sitting above you will remove some of your control. What is important, though, is that your Project is under control. And decision-makers with the right authority will support you in doing this. Arguably, of all your Project Management priorities, this is the least glamorous, and feels like it contributes the least to progress. What it does do, is create the superstructure to help you enforce the control you need.
Where are we now? This is a question you ought to be asking yourself constantly. And therefore, you need the processes and systems to answer that question quickly and reliably. It starts with knowing what indicator you will rely on. This will be different for each project. At its simplest, you may be focusing on the delivery of project products. But even then, you will probably need something more subtle than either ‘not done’ or ‘done’. Milestones are the same. They are simple, but if you don’t know how close you are to achieving the next one, you don’t really know your state of progress.
Tracking task completion is level more sophisticated. But you may also need to track resource deployment, usage of consumables, or expenditure against budget. What tools will you use to do this. These can be anything form simple milestone charts and histograms to more sophisticated approaches, like Earned Value Analysis (EVA).
One of the reasons why progress tracking will be one of your Project Management priorities, is that people will be asking you questions. So another of your priorities will be to set up reporting procedures. For a larger Project, this can be a substantial work stream you will need to think about:
This process can take anything from a few hours to a few days, and from one part time person to a small team. And it may happen anything from monthly to weekly – you may even sometimes need to produce daily flash reports summarising today’s progress and issues.
Another of the reasons we need good reporting is because f its intimate relationship with your issue management process. Another of your Project Management priorities is to be able to handle issues rapidly and effectively. And a part of this is the need to be able to escalate thorny problems quickly to the right person. And that is part of your reporting process. Not all reports are scheduled, so set up the formal exception reporting process that you will need, to escalate project issues.
No project can succeed without good communication with its stakeholders. So setting up your whole stakeholder engagement management process is another of your Project Management priorities.No #project can succeed without good communication with its stakeholders. Click To Tweet
Here is not the place to go into the detail of stakeholder engagement. Suffice to say that, as soon as I can, I will always want to find out who my most important stakeholders are and start to get to know them. As a Project Manager, you need to be come adept at relationship building.
I do have a concept of a ‘split project manager’ with two PM roles working together: one inward facing, focusing on the team and the progress they make, and one focusing outwards on the project’s stakeholder community. However, this is an exceptional approach that will not be common and will always be hard to make work well. Your best approach is always to build your capability to manage both aspects.
On a small, simple project, a good project manager can hold everything in their head. You may need to supplement (or back this up) with good notes in you day book. Let’s set aside the key person risk that creates.
But, as your projects gets larger, this cannot be sustainable. Not only will there be many more people wanting access to the facts, but it will become harder for you to manage them. It’s time for some systems.
It may not seem like an attractive or energizing part of your role, but for larger projects, one of your Project Management priorities must be to set up the infrastructure you need to track, control, and record: deliverables, documentation, versions, configurations, change requests, time utilization, expenses, and anything else.
What is the one thing that can have biggest impact on the success of your project?
I don’t know the answer, by the way. It will be different for different projects. Finally, the last of my seven Project Management priorities is to find that one ‘Big Lever’ for your project… so you can prioritise it.
Let me give you some examples from my project experience:
Your Big Lever may be different: stakeholder engagement, quality of deliverables, control of scope and functionality, budget monitoring, process compliance… My list could go on, but those also examples of Big Levers from my own Project Management history.
What is important, is that you take the time to figure out what your Big Level is. Because this is the one thing that will, day-to-day, dominate your own list of Project Management Priorities.
Dr Mike Clayton is one of the most successful and in-demand project management trainers in the UK. He is author of 14 best-selling books, including four about project management. He is also a prolific blogger and contributor to ProjectManager.com and Project, the journal of the Association for Project Management. Between 1990 and 2002, Mike was a successful project manager, leading large project teams and delivering complex projects. In 2016, Mike launched OnlinePMCourses.
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