Project Management

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How to manage a project where you are not the one who did the planning?

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Anonymous
I got finally assigned to a project as a PM of a 4 member team. It is my first time to lead because previously I have been doing solo project in my work. However, the project was just a handover to me. Meaning, the planning is already over and it is already in the execution. Do you have any tips on how to manage a project where you are not the one who did the planning? Thanks
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Danny PMP, PgMP
Community Champion
Senior Consultant Tokyo, Japan
Taking on a project that’s already in the execution phase, especially when the planning was done by someone else, can feel a bit like you’re jumping into the deep end. The key to managing this situation successfully lies in understanding the project’s goals, timeline, and current status.

First, take the time to thoroughly review all the planning documents, project scope, and any relevant materials. Make sure you have a clear understanding of the project’s objectives, deliverables, and any known risks.

Then, meet with the team to assess their current progress, get a sense of any challenges or roadblocks they’re facing, and build rapport to understand their work styles. Your role will now focus on coordinating efforts, making decisions to overcome obstacles, ensuring the project stays on track, and maintaining open lines of communication between stakeholders.

It’s also important to remain flexible; plans often need adjustments during execution. Stay proactive about monitoring progress, managing resources, and mitigating risks to keep things moving smoothly.

Lastly, being transparent and open with both your team and stakeholders will build trust and foster collaboration, even though the planning wasn’t yours.
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Here's part of an article I wrote eight years ago about this topic:

"When projects get into trouble, rightly or wrongly, the project manager may have been identified as a convenient sacrificial lamb and you might join the project after they have been expeditiously shown the door. Other times the individual might have just been moved to a different, higher priority project but they did not maintain a complete, accurate project control book or they may simply not have the time to help with your onboarding.

In such cases, what should you do?



Meet the sponsor



Even if there are documents such as a charter or project management plan, there’s no substitute for learning about the needs and wants of your sponsor as early as possible. Developing a productive, symbiotic relationship with this critical stakeholder will often make the difference between success and abject failure.



Make sure you take the time to understand what they expect from you from both a communications and expectation management perspective, but also gauge their willingness to support you when decisions, issues or risks have been escalated to their attention.



Meet the team



Recognize that the team will be experiencing the change churn of having lost a leader.



If the previous project manager was despised, you will bear some of that baggage and will want to ensure that you don’t get drawn into a comparison competition with your predecessor or having to defend the value of project management. On the other hand, if the team adored their project manager, you may face suspicion and resentment and will have to avoid the temptation to become defensive about why you were placed in the role.



Be curious, ask questions, but most important, strive to be a servant-leader, giving the team some time to grieve but also demonstrating your value by escalating or ideally removing any hurdles that have hampered their productivity.



Trust but verify current state



Status reports, feedback from the sponsor or the team might provide you with insights into the project’s state, but seek evidence that supports their assessment.



Identify recent milestones and confirm that different stakeholders agree that those have been successfully met. Once you understand what milestone is coming up, check with the sponsor and team to ensure that there is alignment towards its completion. Ask questions about the top three risks and issues. Check the financial health of the project with your finance partners to ensure the books are in good shape.



While a project plan might exist for your project, you should still create a personal onboarding plan reflecting the specific activities you will need to complete to be effective in your new role. Treat this role transition as you would any meaningful project – plan the work, and then work the plan!"

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