5 Tips to Start the New Year Right

Taking the angst out of year-end can be a challenge http://www.duration-driven.com/2011/11/5-ways-to-make-year-end-less-stressful/, but what about those new-year items that inevitably clog your radar? We’ve put together some tips to help with those, too.

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1 – Tie up loose ends. Now is the time to be sure you don’t have any year-end tasks lagging behind. Submit the last of your team’s performance evaluation paperwork, process any remaining invoices, and finish setting up files for this year’s approved projects.

2 – Prioritize. Your new year’s budget may include a lot of good news—approved new hires, authorization for updated software, the go-ahead on key projects, or confirmation of an upcoming expansion—but you still need to be careful with your resources. Determine which initiatives should be tackled first, and delegate those out to the appropriate people. Assign target dates to remaining items so they don’t drop off the radar.

3 – Announce staffing changes. Information on promotions, transfers, reorganizations, and the loss of any temporary workers in your department should be disseminated throughout your PMO. It makes it easier for staff members to do everything from exercising increased signature authority to redistributing tasks.

4 – Plan early for training opportunities. Team members with new responsibilities, such as first-time managers, will benefit from getting some education under their belt early in the year. Look for training sessions that outline fundamental principles, so they can feel confident in their abilities and experience less stress going forward.

5 – Bring stakeholders up to speed. End users and project supporters may be unaware of the final status of proposed initiatives. Instead of fielding hordes of phone calls all asking the same questions, take the time to proactively notify stakeholders about the approval status of projects and when they can expect to learn more about those activities that have received authorization to move forward.

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

Value Your Boomers

Millennials may bring innovations and new thinking to your PMO (http://www.duration-driven.com/2011/10/managing-millennials/), but don’t underestimate the value of the Boomer-age professionals on your team. We’ve put together some tips to ensure your entire PMO benefits from the vast knowledge held by your most experienced professionals.

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Identify your experts. First, determine which team members have the most critical—or difficult to attain—experience. Any information that generally takes years to gather and assimilate should be your first priority. Once you know where key pieces of knowledge reside within your PMO, you can put together a strategy to share that expertise with other members.

Be flexible. If you anticipate losing one or more team members to retirement in the near future, it’s time to determine if your PMO will have a knowledge gap as a result. Unless you’re able to substitute the expertise of another professional or utilize outside resources, you might consider retaining access to Boomers’ experience through consulting agreements or a part-time work arrangement.

Take advantage of mentoring opportunities. Don’t let the wealth of knowledge held by your PMO’s Boomers get away. Instead, pair up your less experienced team members with a senior-level professional and encourage them to share information. For best results, consider working with HR to develop a formal, structured mentoring program.

Schedule regular lunch-and-learns. Once every month or so, pull your team together for an informal knowledge-sharing session. No agendas are needed—instead, pick a topic and let one of your internal experts put together a handful of talking points. Rotate experts frequently, and facilitate as much Q & A time as you can.

Expand your networks. New PMs are still building their infrastructure of professional connections and may benefit from introductions to key people in your Boomers’ networks. Encourage joint attendance at professional events and networking functions.

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

Ready, Set, Delegate!

We’ve already covered the basics of delegation methodology (http://www.duration-driven.com/2011/03/delegation-101/) and 5 signs you aren’t delegating enough (http://www.duration-driven.com/2011/07/5-signs-you-aren’t-delegating-enough/), but what if you’re still feeling swamped and just need to get on with it? Below is a quick-start guide to help you pick the right tasks to delegate, the right people to take them on, and how to ensure your delegation plan works as expected.

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STEP 1: Identify tasks for delegation. Look at what’s on your plate and determine which items could be done by someone else. Even if it’s just one task, you’ll be doing something positive for your workload and offering another team member the chance to contribute at a higher level. Concerned there isn’t anyone in your PMO qualified to handle any of your tasks? High performers could be good candidates for some quick coaching, and solid performers might benefit from the challenge knowing you’re available for mentoring if they need it.

STEP 2: Prepare the team. If you haven’t been a good delegator in the past, now might be an opportunity to talk candidly with the team about workload distribution. Let them know the evolution of the PMO is at a point where shifting tasks around makes sense, and consider asking them for suggestions. You may discover they already have ideas about which members’ skill sets mesh well with overflow tasks. This is also your chance to set expectations on both sides of the table.

STEP 3: Delegate! Once you’ve selected tasks to delegate and the right team members to take them on, it’s time to hand off the responsibility to the new designee and get out of their way. Be available if they have questions or need additional direction, but don’t hover. Follow up regularly to ensure things are happening according to plan and make course corrections as necessary.

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

4 More Training Mistakes PMOs Make

We’ve already covered 4 mistakes PMOs are making when it comes to training. Below are 4 more mistakes that could zap any benefit of ongoing education.

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Limiting training to project management topics. Don’t assume employees only need education in project management. Team members should instead strive to add topics outside the PM core to their schedule. Consider supervisory classes for new managers, budget management training for anyone overseeing project dollars, business writing seminars for folks turning out client-facing documentation, and even regulatory compliance training when appropriate.

Expecting trainees to be available during class. We’ve all been there—our cell phone goes off in the middle of a seminar and we know we have to answer it. Instead of learning new skills and adding to your team’s power, employees end up spending their training time essentially at work, with the educational benefits (and your PMO’s training dollars) fizzling away. On training day, daily tasks should be delegated and coworkers notified that the trainee is officially unavailable until they return to the office.

Scheduling classes during particularly stressful periods. The last week of a multi-year project might not be the best time to have a portion of your team in training. Their focus is elsewhere and the team’s need for them is likely to be higher than usual. Look for days that are as “regular” as possible, and remember that travel time also has an impact on a team member’s availability.

Sending everyone to training at once. Unless a class is mandatory under your company’s guidelines and there’s no way to break the group into different sessions, do your best to avoid having the majority of your team in training at the same time. Someone needs to be available to manage daily project management tasks and respond to user or stakeholder inquiries.

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

5 Ways to Make Year-End Less Stressful

We’re heading into the beginning of the year-end stress-fest: reconciling budgets, preparing for performance evaluations, and developing project estimates for next year—all while employees take time off for the holidays, benefits open enrollment gears up, the roads turn to ice, and the power goes out. Below we’ve pulled together 5 tips to help keep your team on an even keel during this busy season.

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1 – Divide and conquer. Divvying up tasks will help reduce stress in several ways—as employees are gone for vacation or snow days, their workloads can more easily be shifted to others in the group, and spreading out time-intensive tasks helps prevent last-minute bottlenecks.

2 – Be realistic. What really needs to get done now, and what can wait until after the holidays? If budget submittals or performance evaluations won’t truly begin until mid-January, let employees know that the first few post-holiday weeks will be focused on completing those activities and they can dedicate time now to more pressing priorities.

3 – Bring in temporary help. Whether it’s another admin tackling those mountains of paperwork or an experienced consultant pulling together estimates for next year’s projects, some short-term support could be the key to maintaining your team’s sanity (and keeping its many activities on schedule).

4 – Get organized. Now is not the time for team members to be frantically searching for stray invoices or missing project files. Pull your PMO’s documentation together early, and centralize any information that might be needed by multiple team members.

5 – Set up a system. If you find that the steps you took last year (or are taking this year) prove to be successful in controlling the year-end chaos, write them down and be ready to institute them again next year. Continue tweaking your processes until the year-end rush runs like clockwork.

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