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Moving the Needle: Tips for Effective Project Management

byCaroline Younger

Here’s a familiar scene: It’s early in the year, and your team meets for their annual planning to discuss the year’s key initiatives. Lots of tasks, concepts, and projects are dumped onto the table – great ideas and needed overhauls that hold a lot of potential to keep your firm moving ahead and evolving. There’s a lot of excitement about the ideas that come out of that meeting. But too often, those ideas and projects never make it off that table.

So, how do you develop a plan to actually execute these initiatives, rather than just talk about them over and over again at the beginning of every year? Consider these tips for approaching project management and lead your team with confidence:

Don’t panic!

Getting a project to completion isn’t as hard as it may seem, no matter how big or intimidating the initiative may appear. Truthfully, it’s easy to turn project management into some overly complex exercise that never actually completes a project nor provides much management. Don’t fall into that trap. Never allow a project to stagnate simply because it feels too big or complex. While some projects may take longer than others to complete, if your firm has identified a project as important, priority should be placed on it regardless of the size and scope. The key here is simply to not freeze before you get the chance to get moving.

Understand your goal

When working on any type of project, it is important to understand the overall mission before diving into the process. Start with a few important questions and be sure to not rush through this step:

  • What is the desired outcome?
  • What is a win for all those involved?
  • What will this project provide our business?
  • Who will this project affect?
  • When does the project need to be completed?
  • Will this project disrupt work for any team member?
  • Who needs to be involved to accomplish this project?
  • How do we define success for this project?

You must be sure that you and your team have a complete understanding of where you are headed in order to generate a win. Continue to ask yourself these questions along the way to ensure you’re staying on the right track. Once the goal is declared and all involved clearly understand it, it is time for forward progress.

Begin with the end in mind

Envisioning your end goal is a powerful motivational tool. It helps to keep distractions at bay and can encourage you to remain focused and on task through the completion of your project. When you hit an obstacle or when you feel like progress has slowed, simply reset your frame of mind and remember what the ultimate goal of the project is. Ask yourself, “where are we now, and where do we want to be when this project is complete?” Then consider trying to simply reverse engineer a plan to accomplish the goal. Never lose sight of where you are headed. Whether you are tracking your to-dos as a project manager or you are helping move forward a large project inside of your organization, it is important to have an understanding of what you and your team need to accomplish.

Be flexible

When you come to a tough decision, weigh the options, choose one, and continue to work. If along the way you realize you chose the wrong one, don’t be afraid to stop, go back, and try another way. The road to project completion is often not linear. There will be many zig zags along the way.

Say you are working fast and furiously on the project at hand and you’re interrupted with a fire that needs to be put out. That’s okay! No project plan follows its original trajectory exactly. Put the fire out, then come back to where you left off. Be sure to clearly communicate to your project team if there has been a hiccup or an event that has caused you to move off course from the original plan. This will serve to keep everyone in the loop and remind them that we’re still working towards a goal.

Manage risks

Risk management is tremendously important to project management. It’s vital to realize what the risks are and to develop a risk response plan when you do encounter a bump along the way. Because trust me…there WILL be bumps, and if you allow those bumps to halt progress, you’ll never get anything off the ground! As you begin developing your project plan, take time to identify potential risks. Consider potential obstacles like:

  • Key team members take expected or unexpected time off
  • Other tasks and projects become a time suck
  • The project deadline becomes more or less urgent
  • Progress is much slower than anticipated

For each risk, invest your time and thought into how you’ll address and adapt. That preparation will provide you with incredible power and agility. You’ll find that you don’t feel blindsided by small obstacles. You’ll be able to maintain focus and quickly adjust, if needed, in order to sustain forward progress.

Avoid perfectionism

The trap of perfectionism is the place where many projects die. They hit bottlenecks, remain stagnant, and never see the light of day because they’re not…perfect. For many high achievers, perfection is the aim. The goal here is not to overcome your human nature. The goal is to be able to recognize that perfect can’t trump everything. A done project that isn’t perfect will always be more impactful than a perfect project that never gets done.

A word of caution here: I am not saying that quality doesn’t matter. It absolutely does! In the same way that you must avoid the trap of perfectionism, you must also avoid the trap of progress for the sake of progress. Simply checking tasks off your project management list in order to move closer to the end goal as quickly as possible is a recipe for failure. You’ll get done, sure, but will it matter?

Instead of falling prey to either perfectionism or get it done-ism, try a more balanced approach. When creating your project team, balance the lineup with those who you know will push for perfect and those who will push for done. They’re both important and, often, without each other for balance, they struggle to either cross the finish line or cross the finish line with anything worth crossing it with.

Manage your time effectively

You’ve likely got a plate that’s overflowing with projects and tasks. When you’re working towards a deadline, effective time management is critical. Identify your most productive hours in the day. When is the best time for you to focus and knock out tasks? Then, block out that time every day. Maximize its power by communicating to your team the time(s) where you need uninterrupted focus. This will mitigate the risks of being pulled away for problems and issues that do not actually need to be addressed immediately. This will also send a message to your team that this project is important. If they see you putting in the time and effort, they’ll be more inclined to complete their tasks in a timely fashion as well.

Also, consider employing a project management system to keep forward progress moving and the team informed. While there are excellent project management software platforms available, you can also accomplish this with a custom system that may be as simple as an Excel spreadsheet, Outlook reminders, and emails. No matter how high- or low-tech you go, ensure the system works well and everyone is on the same page with how to use it and update it appropriately. Use this system during your progress meetings so you provide a visual to the team regarding how far you’ve come on the project and how far you have left until you can call the project complete!

Embrace the role

Don’t shrug off project management as, “not your problem!” Project management skills are necessary for almost every single team member. Learning to develop those skills will help to keep the firm in a constant state of “getting it done.” That’s a good place to be. Everyone needs a way to keep up with tasks and a system to be efficient and effective in doing so. For too many, though, mastering project management doesn’t seem to be a high priority. While different positions at your firm will certainly call for different levels of project management expertise, the skills associated with this work can pertain to tasks and undertakings of any size. Mastering these practices, no matter what your title is, can help you become more efficient and effective in your role and ultimately boost your career.

Consider incorporating project management into your ongoing education for your team members. Hold a lunch-and-learn session focused on the topic. Include everyone, and send the message that stellar project management can impact each and every team member positively. It’s an important skill, and no one has ever regretted becoming a better project manager!

Get it done!

With these tips, you’ll walk out of next year’s annual planning meeting armed with a starting point for approaching any project you get assigned. You’ll feel prepared and ready to conquer even the most mammoth projects. With a better approach, project management can become one of the pillars that helps make your firm successful. It can provide the constant momentum you need to continue achieving loftier and loftier goals. We all like to get stuff done, right? Now go run with it!

Learn More About The Author

Caroline Younger
https://vistact.com/who-we-are/caroline-younger/

Caroline Younger

Focus Specialist | Operations
Vista Consulting Team
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Ciera Parks is a Human Resources Executive with 15 years of experience working in higher education, manufacturing, nonprofits, cannabis, e-commerce, and technology. Ciera advises and partners with businesses on their HR needs to develop strategies that improve workplace culture through customized alignment and training. She has a proven track record of success in developing people strategies that drive performance, improve efficiency, and increase profitability. On top of this, Ciera is well-versed in building effective organizational structures and diversity, equity, and inclusion (DEI) topics.

Ciera’s professional accomplishments in the human resources field include a Master’s Degree in Human Resources Development and a Certification from the Society for Human Resources Management. Ciera has also been elected as The Community Involvement Director and Professional Development Chair for two of Amazon’s employee resource groups (ERGs), been selected as the Director for Diversity & Inclusion by CHRA, and is the President of neXco’s National Cannabis Chapter. These honors are a result of her commitment to leadership and skill development for all workforce populations.

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