Project Management: Leveraging User Surveys

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One important aspect of improving your PMO’s performance is the review of end user feedback data. Unfortunately, many project management consulting professionals either don’t actively solicit feedback, or they fail to take the time to closely scrutinize feedback once they receive it. User feedback is a success-building goldmine—learn to capture it and use it to your advantage.

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The simplest and most common tool to solicit and gather meaningful user feedback is the survey. The beauty of this basic approach is threefold: 1) everyone knows what surveys are and how they work; 2) you can modify each survey to be as simple or as detailed as necessary; and 3) it’s an easily repeatable process.

Getting useful results

To maximize the usefulness of your survey’s results, keep a few suggestions in mind.

  • Limit surveys to only 1 or 2 per project.
  • Keep surveys short—the majority of users will simply toss surveys that are too long.
  • Tailor each survey to be applicable to as many end users as possible. If you’re interested in specific information from a subset of users, create a survey just for them.
  • Ask relevant questions. You’re guaranteed to have poor return rates if your surveys focus on areas of the project that aren’t of primary concern to your end users. Issues such as timely communication, an accurate understanding of users’ concerns, and readily available support are generally good places to start.
  • Unless your survey is anonymous, quickly acknowledge receipt of each survey returned. Few things are more frustrating for end users than to never know if their feedback reached anyone.
  • Follow up with users about the results of the survey. It isn’t necessary to divulge all the details, but letting folks know that you actually read the surveys they return is a huge step toward building a successful partnership between your project management team and its clients. Highlight either the total number of surveys received, or the percentage of users who filled out the survey.
  • Let users know what you’re doing well, and which areas need improvement. Again, don’t delve into the details publicly, but if the surveys revealed any themes you’ll score points by sharing those with your user base. And while it’s a no-brainer to capitalize on good feedback, remember that you can continue cultivating happy end users by thoughtfully framing less-than-positive feedback, too.

Developing & implementing solutions

Follow this straightforward process to keep your team focused on finding the best solutions.

1) Remember: it’s a rare project that doesn’t have room for improvement, so unless the issue is truly heinous, don’t beat yourself (or your team) up too badly.
2) Don’t hesitate to contact end users for additional or more detailed information. Understanding the problem is the first step towards fixing it.

3) Gather your team to discuss the issues. Take the time to dig down to the root of your users’ concerns so you aren’t repeating the same mistakes later. Ask a lot of questions beginning with “why,” and keep asking until you understand the problem’s primary trigger.

4) Develop solutions. Once your team understands the issues and has investigated what caused them, talk about the best ways to address and resolve these concerns next time.

5) Change your processes. Formal process or procedure changes may not be necessary, but be sure the entire team is made aware of what changes are needed going forward.

6) Be diligent in following up with users about specific issues during future projects. Have your solutions successfully resolved users’ concerns? Improvement is an ongoing process, and continuous adaptation will result in greater success.

PMAlliance uses a team of highly experienced and certified professionals to provide project management consultingproject management training and project office development services.

7 Questions Every New Project Manager Should Ask

QuestionseverynewPMshouldask

Have you been handed the reins to your own project, or maybe even your own project management consulting team? Congratulations! Now listen up—the list of questions below will give you a jumpstart on the road to project management success.

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1. Who’s on our team? Understanding your resources is the first step. Your team may consist of internal staff, external consultants, contractors, vendors, and business partners.

2. What’s our budget? Knowing your funding capacity and limitations will be necessary to spot potential problems—such as hiring expectations that don’t jive with the dollars you have available—and will help you avoid over-committing.

3. Who are our stakeholders? You need to know who expects information from you on a regular basis. Knowing your stakeholders will also give you some insight into the visibility of your project or team, and the kind of support you can expect to receive.

4. Who makes higher-level decisions? From budget approvals to personnel changes, chances are good that someone else will have a say in how things happen. Don’t wait until the next budget or hiring cycle to find out where final approvals will come from.

5. Where and how is information stored? Locating data on timelines, budgets, resources, and other project details underpins all your other efforts, so become familiar with your dataset right away.

6. What are our current obligations? If your PMO has signed contracts with vendors, consultants, or other external providers, it’s important that you know those details. Your ability to negotiate may be limited by existing agreements.

7. How is continuing education and ongoing training managed? You (and your team) will need to keep your skills sharp, so find out what resources are available, who approves new requests, and what level of continuing education is needed to maintain the certifications within your team.

PMAlliance uses a team of highly experienced and certified professionals to provide project management consultingproject management training and project office development services.