Project Management

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New to the PM Role

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Chantel Jones Consultant / Project Manager| The Pedowitz Group Austin, TX, United States
Hi everyone! I recently earned my PMP and currently in my first role as a marketing PM (leading 6 different teams). We are fully remote and it can feel challenging engaging my teams, making sure I'm properly supporting them and the client, staying ahead of the tasks before being asked, etc. Due to being remote AND new to the role, it's not always easy to get support/advice in general.

Can you please share any tips for success, resources, or templates that you wish you knew/had starting out in PM?
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Bill Dow PMO Director| University of WA Renton, Wa, United States
Congrats and welcome to the world of project management. You career possibilities are endless, and you are getting into a world where people care, share passion and are working on some great stuff! You are going to love it. If you ever need a hand in getting started or where to begin, please email me offline happy to help. I have a whole world of resources to share. :) Good luck! Bill
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Peter Rapin Subject Matter Expect; Project Delivery| Independent Consultant Ontario, Canada
Your job as a PM is to: 1) help the team(s) successfully deliver their project whatever the means. It may be different for each team - different strength and weaknesses, different objectives, different personalities, etc. 2) It is also your job to liaise with management, give them a level of comfort so they will allow the teams to function, and 3) ensure the client(s) is/are satisfy that their needs will be met.

The only way to achieve these objectives is to determine what is required of you from each of these major stakeholders keeping in mind that they each have a different perspective - there may be conflicting needs. Your overall objective is to converge these needs/perspectives and facilitate project delivery.

Look at it as problem solving - identify the problem (each stakeholder has one or more), develop options/solutions, select most favourable and make it happen. If there are no problems to solve there is no need for a PM. Make sure you don't become the problem.

Hopefully over time the stakeholders will come to you looking for a solution to a problem: "I'm concerned with project delivery date, what can we do to alleviate that concern?" or "I'm worried about escalating project delivery costs, how can we tighten cash flow?" or "We can't deliver on the client's technical requirements as these conflict with regulatory constraints, how can we convince the client to adjust their needs?".

Whatever you do don't take on the job of one or more of the stakeholders. Your job is to help them solve their problems.
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Chantel Jones Consultant / Project Manager| The Pedowitz Group Austin, TX, United States
Jun 23, 2021 11:56 AM
Replying to Samantha Nicholson
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Hi Chantel - how exciting! That sounds like a great new challenge that I'm sure you're up for.

Starting off with a new team can be tricky in any environment, but some things that come to mind for me are:
- If you feel comfortable, asking the team directly what works for them has always been one of the best ways to understand what there needs are. I might start off with something like: what work management approaches make your life easier? For me, I like to have my tasks for the week included in a task management board like Microsoft Planner. What works for each of you?
- If they aren't sure what works best OR what you try isn't working, a weekly (or more frequently depending on how quickly you need to output deliverables) status meeting is my go-to. It's a great way to get a sense of where ever one is and be able to ask probing questions to understand where the team is doing well and where they are struggling. On some of my projects, we have to meet three times a week because the team is struggling to meet deadlines. The biggest thing here is consistency - they know when they need to have updates and what the expectations are of them.
- I always use an action item log (you can find lots of great ones on this site (or if you message me your email, I can send you one). This is great for keeping an eye on those little tasks that can often be missed, and you can post it in a place where the team can go to see what's on their plate.
- Lastly, setting expectations and giving the team something they can rely on is often one of the biggest adds of a PM in my opinion. Whether it's a weekly task list, status report updates, distributing notes, helping to identify decision points, etc. - set the expectations of what your role will be doing and then follow through on it.

With the remote aspect, it may not be a bad idea to set up some regular one on one sync ups with your team members to get a sense of how they're doing and what their needs may be. This helps to not only get to know them better (and what they like/don't like), but it also gives them a chance to share things they may not be comfortable with in a group setting.

Best of luck - you got this!
Hi Samantha, Thank you so much for the helpful response and suggestions! I do work off of a weekly task tracker where we log the task status, and notes, needs/requests, etc. In terms of an action item log, I typically send a follow-up email outlining the items. Do suggest the actual log over emailing?
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Chantel Jones Consultant / Project Manager| The Pedowitz Group Austin, TX, United States
Jun 23, 2021 2:09 PM
Replying to Sergio Luis Conte
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After working from more than 20 years ago remotely, leading programs and project which involves more than 250 people belonging from more than 60 different countries the answer is simple than this: you do not have to engage people, people is engaging by senior sponsor because the project is creating a solution and the solution is creating to achieve a strategical objective.
Valid point. I am to drive the team towards project success and hold them accountable for knowing their individual tasks and staying on course.
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1 reply by Sergio Luis Conte
Jul 03, 2021 11:46 AM
Sergio Luis Conte
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Perhaps because english is not my first language I did not understand the use of drive. But just in order to try to write some things that help me and others let me say that instead of drive the PM is accountable for facilitate all needed for achieve project success. Facilitate, between other things, means the PM is a "hub" that helps each member of the team to be focused on the work to be done. Thing that facilitate is each team member is clear about what/when/how to do each activitiy. The "art" or project management is to do people "work for you" where most of them usually do not report to you. Because of that, sponsor participation in engage people towards the common objective is a must.
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Chantel Jones Consultant / Project Manager| The Pedowitz Group Austin, TX, United States
Jun 23, 2021 3:19 PM
Replying to Keith Novak
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I moved into a new position recently where few people knew me and I often have to combine some pieces of both above answers to promote engagement.

One thing I did was built a good working relationship with my own manager in addition to my supporting team. He needs to know what I'm doing and that it's the right thing so that when I push for support from teams, I have support from the management side.

The team members will always respond to the senior sponsor, but sometimes I need to make it evident to the sponsor that I am lacking the necessary support. To get that support, I need my message to be visible to the sponsor (requires manager support), and to be clear about the message (help needed).

If you are reporting on performance to plan, focus on the analysis and the message, otherwise you end up being viewed as a clerk. If an individual item is late, is it on the critical path or easily recoverable? Focus on the big ones. If many little items are late, is that going to create a bottleneck later? Also remember that you are there to help, not to just point fingers at the people who are late.

Sometimes when new, I provide my analysis and nobody listens. Then the problems become larger and it becomes apparent that the senior sponsor *must* engage or you fail. After a few experiences like that, people tend to get the point that they either need to engage, or they will get unwanted "help" from the sponsor.
I think you nailed it perfectly - I want to avoid being viewed as a clerk or pass through person. Thanks for the response! Any other tips you have to share to avoid being viewed as such would be helpful :)
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
Jul 03, 2021 10:50 AM
Replying to Chantel Jones
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Valid point. I am to drive the team towards project success and hold them accountable for knowing their individual tasks and staying on course.
Perhaps because english is not my first language I did not understand the use of drive. But just in order to try to write some things that help me and others let me say that instead of drive the PM is accountable for facilitate all needed for achieve project success. Facilitate, between other things, means the PM is a "hub" that helps each member of the team to be focused on the work to be done. Thing that facilitate is each team member is clear about what/when/how to do each activitiy. The "art" or project management is to do people "work for you" where most of them usually do not report to you. Because of that, sponsor participation in engage people towards the common objective is a must.
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Sandy Kohrman Sr. Project Manager| QGenda Katy, Tx, United States
Congratulations, Project Management is diverse, challenging and fun. I have over 25 years in project management, one piece of advice I can share is to be flexible. Many years ago I believe the idea that when someone had a PMP that they were not flexible to look outside of the box and look at each project individually as to how to approach. The belief was that there was so much paperwork and processes that had to be followed and the fear that it would slow down productivity. In today's world it's important to be flexible, and "agile" in identifying how best to approach a project and know how to accept and act on change as needed. Good luck and remember to have fun!
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