Long-Term Goals for Work: Why They Matter (With 45+ Examples)

Long-Term Goals for Work

No matter where you are in your career journey—whether you’re stepping into your first job post-graduation or have been loyal to the same company for years—setting long-term goals is central to growth. Ambitions can give your career purpose and guidance.

When we think over goals, our minds often gravitate towards the immediate: the tasks on our plate or the projects for the upcoming quarter. However, integrating a long-term vision into our professional journey can be transformative. It instills ambition, fuels determination, and sharpens our focus.

In contrast, neglecting long-term planning can lead to a sense of stagnation.

Many find themselves at drift and stuck in roles they’ve outgrown, a situation intensified by family, hobbies, and life’s many responsibilities. Yet, with a clear roadmap, careers become more purposeful through life’s bumps and bruises.

In this article, we deliver a guide on long-term goals, including how to create intentional goals, their impact on you as a person and your career, and detailed examples of long-term goals for all types of people.

Long-Term Goals in the Workplace

Long-Term Goals in the Workplace and How They Work

At the heart of every ambitious professional’s journey lies a set of long-term goals.

But what these goals look like could vastly differ from individual to individual. Everyone has a different idea of what success could be and how they want their career to factor into their lives.

For some, it could be the deeply ambitious goal of becoming a CEO or floating a company on the stock exchange. For others, it could be about balancing work and family. Or it could be to do more humanitarian work.

There’s no right or wrong answer when setting long-term goals at work. However, they can be vastly different from the daily goals we set ourselves.

Long-term goals can be defined as the sweeping objectives that individuals aim to achieve over an extended period, typically spanning several years or even decades.

They are not just fleeting desires or whims; they are deeply rooted aspirations that provide direction and purpose to our professional lives. Long-term goals are a commitment that could see us return to school, pivot into new roles, and take on new challenges.

Several characteristics set long-term goals apart from more immediate ones:

  • Persistence: They remain consistent over time, even as short-term objectives may change.
  • Clarity: They provide a clear picture of the desired outcome, even if the path to get there might be uncertain.
  • Motivational: They serve as a source of inspiration, driving individuals to push boundaries and overcome challenges.

Think of short-term tasks as the stepping stones or the daily to-dos that lead toward achieving the bigger picture.

For instance, if one’s long-term goal is to become a department head, short-term tasks include taking on more significant projects, enrolling in leadership training, or networking with senior management. These tasks are immediate and often have a clear deadline.

In contrast, long-term aspirations, like becoming a leader in one’s field, require a combination of these short-term tasks: continuous learning, adaptability, and patience. They’re not achieved overnight but culminate years of dedication and hard work.

Impact of Long-Term Goals on Career Development

The Impact of Long-Term Goals on Career Development

Career development is one of the singular most important undertakings a person has. Most people work for more than 40 years, spending at least 40 hours each week in the office, the warehouse, or the work site.

We must turn to work for more than just financial security; it must provide satisfaction, a sense of purpose, and opportunities for personal growth and fulfillment. It’s here that long-term goals really come into play.

Not every job will deliver exactly what we need, and as is human nature, our desires may change. Long-term goals help us to work towards our professional wants and needs and ensure we’re always moving in a direction that aligns with our broader ambitions.

Here are a few of the ways long-term goals for work do just that:

Direction and Clarity

Career development without clear long-term goals can feel directionless. Just as we need a plan when embarking on a new project or task, our careers also benefit from a structured approach.

Without these goals, we might find ourselves in roles that don’t leverage our strengths or passions.

Long-term goals provide clarity, ensuring that our professional decisions, from courses to job changes, align with our broader aspirations and vision for the future.

Motivation and Commitment

Setting ambitious long-term goals can also be a powerful catalyst for motivation.

When we have a clear vision of what we want to achieve, the challenges faced along the way become less of obstacles and more of learning opportunities. These goals remind us of the bigger picture, especially during times of doubt or when faced with mundane tasks.

Committing to a long-term goal can turn mundane tasks into meaningful steps toward that goal. It’s the difference between seeing a task as “just another report to file” and “a step closer to my aspiration of becoming the best analyst in the industry.”

Long-term goals are more than wishful thinking.

While short-term tasks give us immediate direction and satisfaction, long-term goals shape our career objectives over time.

Meaningful Long-Term Goals

Crafting Meaningful Long-Term Goals

Crafting long-term goals isn’t a task to be taken lightly.

These aspirations will guide your actions, decisions, and growth for years to come. But how does one go about setting these pivotal objectives?

It’s a blend of introspection, diligent research, and seeking wisdom from those who’ve walked the path before.

Now, let’s take a look at how you can start ruminating on what your long-term goals should be.

Self-Reflection

The journey to meaningful long-term goals begins inward.

Take a step back and engage in some honest self-reflection.

  • What truly drives you?
  • Where do your passions lie?
  • What legacy do you want to leave in your field?
  • How should your work-life balance be in the future?
  • What challenges are you willing to face and overcome?
  • Which achievements would make you look back with pride?
  • How do external factors, like family or location, influence your goals?
  • How do your personal values align with your professional aspirations?

Understanding your strengths can give you a clear indication of where you can shine in your career.

Conversely, recognizing your weaknesses isn’t a moment of self-doubt but an opportunity to identify growth areas.

Since your career will always be an important part of your life, long-term goals for work should align closely with your personal values where possible. After all, professional success is most fulfilling when it resonates with personal values and desires.

Research

Once you have a clearer understanding of your personal landscape, it’s time to look outward.

The professional world is constantly in flux and flow, with industries evolving, new ones emerging, and some becoming obsolete.

Anyone planning for the long term should study these trends.

Let’s use the tech industry as an example. If you’re building a career, understanding the rise of AI or quantum computing might influence your long-term goals.

Aligning your aspirations with market demands ensures that your goals are personally fulfilling and professionally relevant. This alignment can be the difference between striving in an oversaturated market and pioneering in a burgeoning field.

Consultation

There’s a saying that resonates with career goals: “No man is an island.”

Despite being personal, crafting long-term goals should be a collaborative endeavor. Seeking mentorship can make a world of difference.

With their wealth of experience, mentors can provide insights you might have yet to consider. They can challenge your perspectives, refine your goals, and even provide resources to help you achieve them.

With that said, feedback isn’t limited to mentors.

Colleagues, peers, or even friends in the same industry can offer a fresh perspective. They can point out potential pitfalls or offer suggestions that make your goals more attainable and meaningful.

You may already have someone in mind:

  • A boss.
  • A thought leader from Twitter.
  • A local business owner.
  • A friend who’s set up their own business.

There’s never any harm in asking for advice.

Long-Term Goals Examples for Work

Long-Term Goals Examples for Work

If you’re reading this and not yet sure what your long-term goals should be, that’s good. It should be a challenging question to answer.

To help you out, we’ve put together an extensive list of long-term goals for work that you can consider. It would be best if you didn’t take on too many long-term goals that giving them proper attention is impossible.

Opting for more than one is excellent, but goals, regardless of how ambitious, need to be attainable. So, with that out of the way, here are some examples of long-term goals in the workplace:

Leadership Aspirations:

Leadership aspirations refer to the desire to climb the corporate ladder, not just for the sake of power or a higher paycheck, but to make a meaningful impact, guide teams, and influence organizational direction.

  • Leading a cross-functional team or heading a new department.
  • Spearheading a major project that brings innovation to the company.
  • Progressing from an entry-level position to a managerial or executive role.
  • Becoming a mentor or coach to younger employees, guiding them towards their own leadership paths.

Skill Development:

Skill development is the continuous enhancement of one’s abilities to stay relevant, competitive, and adaptable in your industry to remain irreplaceable at work (great for negotiating pay rates!). There are always skill gaps to be filled, and if you can recognize and plan for them, you’ll be a more valuable asset.

  • Mastering a new software or technology relevant to the industry.
  • Obtaining a higher degree or certification to specialize in a niche area.
  • Learning a new language to expand business in non-English speaking regions.
  • Attend workshops or seminars to stay updated with industry trends and best practices.
  • Engaging in hands-on projects or collaborations to apply and test new skills in real-world scenarios.

Industry Transition:

Industry transition is about adapting one’s skills and experiences to thrive in a completely different sector or role. It’s a bold move, often driven by a desire for new challenges, better opportunities, or personal passion.

  • Moving from one sector to another, e.g., from finance to tech.
  • Pivoting from a technical role to a client-facing or sales role.
  • Transitioning from a corporate setting to a startup environment or vice versa.
  • Exploring roles in emerging industries or sectors that align with one’s values and passions.
  • Using skills from a previous position to address gaps or bring fresh perspectives in a new industry.

Networking:

Networking is where you’ll engage in building and nurturing professional relationships. It goes beyond just adding connections on LinkedIn or handing out business cards at an event; networking is an intentional choice to forge mutual relationships with industry experts and peers who can offer insights, opportunities, and support

  • Participating in community service or volunteer work related to one’s profession.
  • Joining or leading industry associations or groups to stay updated and connected.
  • Attending conferences, seminars, and workshops to meet like-minded professionals.
  • Organizing or attending local meetups or networking events to foster community ties.

Personal Branding:

Personal branding is about developing yourself as an expert in your industry. It’s the impression people have of you based on your expertise, actions, and online presence. Good personal branding can lead to speaking engagements, books, and other opportunities reserved for the best of the best.

  • Establishing oneself as a thought leader or expert in a specific domain.
  • Speaking at industry events or guest lecturing at educational institutions.
  • Launching a personal blog, podcast, or YouTube channel related to professional expertise.
  • Engaging actively on professional social media platforms, sharing insights, and joining discussions.

Work-Life Balance:

Work-life balance is the equilibrium between one’s professional responsibilities and personal life. Work doesn’t overshadow other important aspects of life like family, hobbies, and self-care. Achieving this balance can increase productivity and improve mental well-being and job satisfaction.

  • Prioritizing time for hobbies, relaxation, and spending time with loved ones.
  • Setting boundaries by unplugging from work emails or calls during off-hours.
  • A four-day workweek or flexible working hours to accommodate personal commitments.

Financial Goals:

Financial goals are the monetary objectives one sets for one’s professional journey. These can range from short-term targets like saving for a vacation to long-term aspirations like retirement planning.

  • Investing in assets like property or stocks to grow wealth.
  • Aiming for a specific salary bracket to meet lifestyle aspirations.
  • Saving a certain amount for retirement to ensure a comfortable post-work life.

Mentorship:

Mentorship is a relationship in which a more experienced individual guides a less experienced person in their professional journey. It’s a two-way street where the mentor and mentee can learn and grow.

  • Seeking a mentor in a desired field or position to gain insights and advice.
  • Participating in formal mentorship programs offered by organizations or institutions.
  • Taking a certain number of professionals or students under one’s wing and guiding them.
  • Sharing experiences and lessons learned through seminars, workshops, or online platforms.

Entrepreneurial Goals:

Entrepreneurial goals revolve around the ambition to create, manage, and grow a business. Whether it’s a passion project on the side or a full-blown startup, these goals can be both financially driven or based on personal values and desires to make a difference.

  • Seeking partnerships or collaborations to expand business reach and offerings.
  • Starting a side business or transitioning to full-time entrepreneurship to pursue a passion.
  • Scaling a startup to reach a specific revenue or user base milestone, ensuring business growth and sustainability.

Sustainability Goals:

Sustainability goals focus on the long-term well-being of the environment, society, and the economy. For professionals, this means integrating sustainable practices into their work, advocating for green initiatives, and ensuring that their actions positively impact the world.

  • Spearheading green initiatives within the organization, promoting eco-friendly practices and solutions.
  • Advocating for the adoption of renewable energy sources or waste reduction measures in the workplace.
  • Reducing the company’s carbon footprint by a specific percentage, aiming for a more sustainable operational model.
  • Collaborating with NGOs or community groups on projects that promote environmental conservation and awareness.
  • Participating in corporate social responsibility (CSR) initiatives, aligning business practices with societal needs and expectations.

Innovation and Creativity:

Embracing innovation and creativity means constantly seeking new ways to improve, differentiate, and lead in one’s field. It’s about pushing boundaries and challenging the status quo. You might have identified ways to save money or new areas to expand into; being innovative can lead to making a name for yourself.

  • Filing for patents to protect and capitalize on unique inventions or ideas.
  • Participating in or hosting hackathons to solve industry-specific challenges.
  • Leading brainstorming sessions or innovation hubs, creating spaces where ideas can flourish and evolve.

Continuous Learning:

Continuous learning may involve going back to college and studying for a master’s or MBA, but it doesn’t have to mean a return to formal education. In reality, a wide range of activities contribute to personal and professional growth. Certification, short courses, webinars, workshops, and even self-paced online tutorials can all play a part.

  • Enrolling in online courses or workshops to acquire new skills or deepen existing ones.
  • Attending industry conferences, seminars, or webinars to network and learn from experts.
  • Engaging in peer learning or knowledge-sharing sessions fosters a culture of collective growth.
  • Reading a set number of books related to the industry each year, staying updated with the latest trends and research.

Conclusion

As you reflect on the examples and which long-term goals for work resonate with you most, remember that the journey toward your goals is as valuable as the destination itself.

Embrace the learning, the growth, and the experiences along the way.

Stay adaptable.

Technology and industries are changing in the blink of an eye. Your personal life may also throw up some surprises: a new kid, a relocation for your partner’s job, or an unexpected health challenge.

Adapting to these shifts is all part of maintaining balance and staying on course towards your long-term goals.

With determination, clarity, and a commitment to continuous growth, there’s no limit to what you can achieve.

A Guide to Strategic Leadership: Developing Leaders for the Future

Strategic Leadership

The business environment is a whirlwind of change, with new challenges and opportunities emerging at every turn. That’s certainly not a bad thing as it can lead to innovation and adaption, but it’s necessary to have the right leaders in place.

Leadership, in this context, is about having a person, or persons, in charge who are knowledgeable, experienced, and capable of turning these moments into opportunities. Someone who can foresee trends, shift team focus, and predict a path forward amidst uncertainty.

We think a lot about leadership at Teamly. It’s something that runs through the core of any business from the CEO and C-suite down to the line managers in charge of different teams.

In this article, we’re breaking down strategic leadership, a style of management that combines foresight with decision-making to make your business stay one step ahead of the competition.

Keep reading to find out the strategic leadership definition and what traits someone needs to turn challenges into opportunities.

What is Strategic Leadership

What is Strategic Leadership?

Leadership is about guiding a team towards a common goal. It involves influencing people to achieve desired outcomes. But when we add the term “strategic” to leadership, the scope broadens significantly.

Strategic leadership isn’t just about guiding a team; it’s about aligning the entire organization’s resources, capabilities, and strategies towards a long-term vision.

While leadership might focus on managing teams and tasks at hand, strategic leadership zooms out, looking at the organization as a whole, its place in the industry, and the external factors that influence its trajectory.

Let’s look at what characteristics a strategic leader might bring to the office:

  • Ability to Picture and Plan For the Bigger Picture: Strategic leaders don’t get bogged down by the nitty-gritty of daily operations. Instead, they have a bird’s-eye view of the organization and its environment. They understand market trends, competitor movements, and the potential opportunities or threats on the horizon. This panoramic perspective allows them to set a direction that ensures sustained growth and relevance.
  • Balancing Short-term Goals with Long-term Vision: It’s a delicate act, juggling the immediate needs of an organization while staying true to a long-term vision. Strategic leaders excel at this. They recognize the importance of achieving short-term targets, but not at the expense of derailing from the overarching mission. Every decision, no matter how immediate, is weighed against its alignment with the long-term objectives.
  • Adapting to Change and Leading Transformations: Change is the only constant both in life and business, so strategic leaders are adept at pivoting. They don’t resist change; they embrace and drive it. Whether it’s technological disruptions, market shifts, or internal restructures, these leaders are at the forefront, ensuring that transitions are smooth, and the organization remains resilient. Think how the world changed with personal computers and access to the internet. It was adapt or die.
  • Embracing Humility and Respect for Others: Contrary to the stereotype of leaders being authoritative figures, strategic leaders understand the value of humility. They recognize that they don’t have all the answers and are open to insights from all levels of the organization. This humility, coupled with a genuine respect for others, fosters a culture of collaboration and innovation. It’s not about being the smartest person in the room; it’s about harnessing the collective intelligence of the team.

Strategic leadership is a multifaceted discipline.

A leader needs to keep focused on the future so they can keep the organization moving towards its vision. They do this by being open to changes needed and driving them early and successfully before their competitors even get wind of them

If a business can predict and embrace what’s happening in the industry and markets they’re better positioned to capitalise on the opportunities that can be created. As phones got smarter, businesses who could see that opportunity had their apps out early, and as the saying goes; the early bird gets the worm.

Value of Strategic Leadership

The Value of Strategic Leadership in Modern Business

Over the past few decades, we’ve witnessed a seismic shift in how businesses operate and compete.

One of the most profound changes has been the rise of technology. From the advent of the internet to the proliferation of artificial intelligence, technology has redefined industries, created new ones, and obliterated others.

It has democratized information, making it accessible to all, and has accelerated the pace at which businesses must adapt or perish.

Alongside technological advancements, globalization has expanded the playing field.

Businesses are no longer confined to local or regional markets; they have the entire world to cater to and compete with. This global reach brings its own set of challenges, from understanding diverse consumer behaviors to navigating different regulatory landscapes.

These changes breed more changes as the dynamics of the workforce have evolved. The traditional 9-to-5 job is giving way to flexible work arrangements, remote teams, and a greater emphasis on work-life balance.

Employees today, especially the younger generation, prioritize purpose over paycheck, seeking roles that align with their values and offer opportunities for growth.

Why Strategic Leadership Matters Now More Than Ever

The challenges leaders face are not just complex; they are “wicked problems,” a term coined by scientists specilaizing in management. These are issues that are multifaceted, with no clear solution, and are often interconnected with other problems.

For instance, how does a company maintain its cultural integrity while expanding globally? How does it innovate without alienating its core customer base?

These are not questions with straightforward answers.

Navigating such uncertainties requires a brand of leadership that’s not just reactive but proactive. It’s not enough to put out fires; leaders must anticipate where the next blaze might erupt.

This is where strategic leadership shines most.

Strategic leaders don’t just tackle problems; they foresee potential challenges and devise strategies to either mitigate or capitalize on them.

Leaders must be visionaries, thinking multiple steps ahead, preparing their organizations for future shifts, and ensuring they remain agile and resilient. It’s about building a ship that doesn’t just weather the storm but harnesses the wind to propel forward.

Demand for strategic leadership is only intensifying. Businesses need experts who have foresight built into their DNA. More than just leading a team through the current sprint in a project or managing to secure a boost in quarterly profits.

That’s only short-term thinking. Businesses need leaders who can manage all that while making sure the landscape isn’t going to abruptly change in front of them. They already know, saw it coming, and have implemented the necessary changes already.

In other words, they have it under control.

Developing Strategic Leaders

Developing Strategic Leaders – Internal vs. External

The need for strategic leadership is only deepening as industries get more competitive. Yet, startlingly, there exists a significant deficit of such leaders, particularly in senior roles.

Various industry reports and surveys have consistently highlighted this gap. While a majority of companies recognize the importance of strategic leadership, only a fraction believe their top executives possess these crucial skills.

This shortfall isn’t just a matter of numbers; it’s a looming crisis.

Without strategic thinkers guiding them, organizations are liable to get left behind when the next technological revolution takes place. They might achieve sporadic successes, but in the long run, they’re vulnerable.

The absence of a clear, forward-thinking vision can lead to missed opportunities, inability to preempt market shifts, and a reactive rather than proactive approach to challenges. Without strategic direction, companies can become complacent, losing their competitive edge and failing to innovate.

Addressing the Gap: Internal vs. External Leadership

The question then arises: How do organizations bridge this leadership chasm?

The answer lies in two primary strategies: developing leaders internally and scouting leadership talent externally.

Nurturing from Within

There are undeniable advantages to grooming leaders from within the organization’s ranks. These individuals, having spent considerable time within the company, possess an intimate understanding of its operations, culture, and challenges.

They’ve witnessed its evolution, been part of its successes and failures, and therefore bring a nuanced perspective to leadership roles.

By investing in leadership development programs, companies not only equip these individuals with strategic skills but also send a positive message about growth opportunities, boosting overall morale.

External Talent

External hires bring a fresh set of eyes, uncolored by company history or internal dynamics. They can challenge the status quo, introduce innovative strategies, and drive transformative change.

However, this approach comes with its set of challenges.

Integrating an external leader into the fabric of the company, ensuring cultural fit, and navigating potential internal resistance can be complex endeavors. It’s also worth noting that external hires often require a period of acclimatization before they can effectively take control of teams effectively.

Balancing the two approaches is crucial.

While internal development fosters continuity and loyalty, external hires can catalyze rapid change and diversification. Organizations need to assess their specific needs, the industry landscape, and their long-term vision to determine the right mix.

The strategic leadership deficit is a pressing concern, one that organizations cannot afford to ignore. As the business landscape becomes increasingly complex across industries, the demand for visionary, strategic leaders will only intensify.

Companies must proactively address this gap, whether by nurturing talent from within or by seeking dynamic leaders from outside, to ensure they remain agile, resilient, and poised for future success.

Steps to Develop Strategic Leaders

Whether you opt for the internal or external routes, continuous learning and development are necessary for strategic leaders who make a difference. With every advancement in technology or new region the business launches in, information and learning quickly follow.

How do you help to develop strategic leaders? Here’s how:

  1. Investing in Leadership Training and Development: Leadership skills, especially those of a strategic nature, can be nurtured and refined. Organizations should consider comprehensive leadership programs that cover a range of topics, from strategic thinking to effective communication. This could involve collaborations with top business schools, bringing in external experts for workshops, or even establishing in-house leadership academies.
  2. Encouraging a Culture of Continuous Learning and Adaptability: Technology is changing at an unprecedented rate. For leaders to remain strategic, they need to be adaptable and committed to continuous learning. Organizations can support this by offering platforms for continuous education, be it through online courses, sabbaticals for higher education, or regular industry update sessions. A culture that values and promotes learning will naturally foster leaders who are prepared for the future.
  3. Recognizing and Rewarding Strategic Thinking and Innovation: Beyond just monetary rewards, organizations need to establish a culture where strategic initiatives are celebrated. This could be through platforms where teams showcase their strategic projects, creating innovation hubs within the organization, or even simple acknowledgment in company-wide communications. When strategic thinking becomes a celebrated aspect of the company culture, it encourages more individuals to think in similar lines.
  4. Mentorship and Peer Learning: One of the most effective ways to develop strategic leaders is through mentorship. Pairing budding leaders with seasoned strategic thinkers can provide them with invaluable insights and guidance. Additionally, peer learning sessions, where leaders across levels share their experiences and learnings, can be a goldmine of practical knowledge.

Since the future isn’t set in stone, it’s important to keep developing strategic leaders so they have a wealth of knowledge to draw on. They need to be able to predict changes early, but they also need to be able to pivot if something new happens.

Impact of Strategic Leadership

The Impact of Strategic Leadership on Organizational Success

Strategic leadership doesn’t operate in a vacuum. Its effects permeate throughout the organization, influencing its culture, operations, and ultimately, its success. The impact of strategic leadership can be likened to a ripple effect – starting from the leader and extending outwards, touching every aspect of the organization.

One of the primary roles of a strategic leader is to ensure that the entire organization is aligned with its mission and vision. This alignment is not just about having a well-defined mission statement.

It’s about ensuring that every department, team, and individual understands their role in achieving the broader organizational goals. When everyone is moving in the same direction, the organization can achieve its objectives more efficiently and effectively.

Strategic Leaders are Forward-thinkers

They are always on the lookout for opportunities to innovate and grow. By fostering a culture of innovation, these leaders ensure that the organization remains relevant in a rapidly changing business landscape.

They encourage risk-taking (within calculated limits) and celebrate creative problem-solving, ensuring that the organization is always a step ahead of its competitors.

Strategic Leaders Build Resilience and Agility

Resilience and agility are important survival tools for businesses in the global economy.

Strategic leaders understand this. They ensure that the organization is not just equipped to handle challenges but can turn these challenges into opportunities. By promoting a culture of adaptability, they ensure that the organization can pivot quickly in response to external changes, be it market shifts, technological advancements, or global events.

Strategic Leaders Earn Stakeholder Trust

Trust is a foundational element of any successful organization. Strategic leaders, through their vision, transparency, and consistent decision-making, build trust among stakeholders, be it employees, customers, or investors. This trust translates into loyalty, ensuring that employees are committed, customers are retained, and investors have confidence in the organization’s future.

Building Strategic Leadership for the Future

Building Strategic Leadership for the Future

Businesses who are focused on the future must have a plan in place for bringing strategic leaders into the business. Whether you choose to promote from within or bring in an expert from outside, here are some key tips:

  • Start Early: Identify high-potential employees and provide accelerated leadership development. Give promising candidates stretch assignments and exposure to strategic planning.
  • Look Broadly: Consider leaders from diverse backgrounds and industries who can inject new perspectives. Leverage external recruitment purposefully.
  • Promote Collective Strategizing: Make strategy everyone’s responsibility, not just the C-suite’s. Encourage input across all levels to foster a culture of strategic thinking.
  • Take the Long View: Support sabbaticals, learning budgets and other opportunities for continual education and growth. Strategic leaders are lifelong learners.
  • Allow Failure: Create psychological safety for reasonable risk-taking and experimentation. Post-mortems without blame promote insight.
  • Communicate the Vision: Leaders must connect strategy to team priorities and give context. Well-informed teams execute better.
  • Reward Strategic Impact: Incentivize and celebrate not just short-term wins but lasting strategic contributions that pay dividends.

With deliberate effort to build strategic muscle across the organization, leadership teams will evolve – ready to tackle complex challenges, pivot amid uncertainties and chart a path to enduring success.

The future invites us all to think bigger.

Conclusion

As the pace of disruption accelerates, the window of opportunity will go to those who spot the trends early and mobilize their organizations well before situations reach crisis levels.

Strategic leaders turn blind corners into glimpses of new paths forward.

The organizations that will thrive are those guided by strategic leaders – visionaries who can inspire an empowered team towards shared ambitions. Companies that cultivate these talents among their ranks will sustain their edge, no matter what the future holds.

So keep scanning the horizon. Keep asking “what if?” And keep developing the strategic leaders you’ll need when tomorrow arrives. The fruits of doing so will be sweeter than you can imagine.

How to Become a Project Manager Without Experience: A Step-by-Step Guide to Breaking the Mold

Project Manager Without Experience

So, you want to become a project manager but there’s a slight hiccup: you have zero experience in project management. The job listings make you feel like you’re trying to enter an exclusive club with a neon sign flashing, “No Experience, No Entry.” But what if I told you there’s a back door?

The general belief is that experience is the golden ticket to any job, especially one as critical as project management. But let’s get something straight: experience is valuable, but it’s not the sole admission fee.

In this guide, we’ll dissect some of the prevailing myths around becoming a project manager without experience. We’ll talk about how to gain the necessary skills, choose the right certifications, and even how to schmooze your way in through networking. Trust me, it’s not about what you haven’t done; it’s about what you’re willing to do next.

Myth-Busting regarding becoming project manager with no experience

Expanded Myth-Busting: Experience, Who?

Let’s Play Mythbusters, Shall We?

Myths can be charming when they’re part of folklore or bedtime stories, but not so much when they’re roadblocking your career path. The world of project management is no stranger to such myths, especially if you’re trying to break in without experience. Let’s dispel some more, shall we?

You Need a Degree in Project Management

Oftentimes, we equate degrees with competence. Yet, in the realm of project management, your degree subject isn’t the be-all and end-all. People successfully manage projects coming from backgrounds as diverse as humanities, sciences, and the arts. Your skills are your currency here.

You Can’t Lead if You Haven’t Been Led

The belief that you can only be a good leader if you’ve been under someone else’s leadership is another myth we need to dismantle. Leadership is about making effective decisions and inspiring a team, things often learned outside the confines of corporate hierarchy.

Project Management is All About Tools

Some think that mastering a few project management software tools can make them an excellent project manager. Tools are facilitators; they aren’t substitutes for skills like communication, risk assessment, and problem-solving.

You Need Industry-Specific Experience

“Ah, you’ve never worked in healthcare? You can’t manage healthcare projects.” Wrong. While industry knowledge can be beneficial, the core principles of project management are transferrable across sectors.

Certifications are Mandatory

Sure, certifications like PMP or ScrumMaster can give you an edge, but they aren’t your only ticket into this field. Plenty of project managers start off without these and acquire them along the journey, sometimes even sponsored by their employer.

What Do Project Managers Do

The Basics: What Do Project Managers Even Do?

So, What’s in the Job Description?

Before diving into a swimming pool, it’s wise to know the depth, right? Similarly, understanding the role of a project manager is crucial before you decide it’s the career path for you. Let’s skim through the job essentials.

Leading a Team

You’re the Catalyst, Not Just a Participant

The role of a project manager goes beyond assigning tasks. You’re the catalyst that speeds up the reaction but doesn’t get consumed. Leadership involves recognizing the strengths and weaknesses within your team and allocating tasks accordingly. A project’s success isn’t solely based on its completion; it’s about completing it in a way that maximizes everyone’s potential.

The Visionary Behind the Curtain

Your role isn’t reactive; it’s proactive. You set the vision, the mission, and the goals. By doing this, you ensure that every task, no matter how minute, aligns with the bigger picture. If you’re missing a vision, you’re like a ship without a compass — you’ll move, but not necessarily in the right direction.

Managing Deadlines

The Timekeeper of Progress

In project management, time is more than just ticking seconds; it’s a currency. And like any good banker, you have to manage it wisely. Miss a deadline, and it costs you. Meet it, and you earn the trust and confidence of both your team and your stakeholders.

It’s Not Just About the Finish Line

Many assume that managing deadlines is about rushing to the finish line. In reality, it’s about pacing yourself and your team so that you arrive there without exhaustion or errors. Monitoring progress, adjusting timelines, and setting interim milestones are your tools for ensuring a timely yet high-quality output.

Balancing Resources

Juggling with Precision

Think of yourself as a juggler, managing various resources that keep a project afloat — people, time, and money. The art lies in knowing when to toss each resource higher and when to catch it. Mismanage these, and you’ll find your project spiraling into chaos.

Scarcity Is a Challenge, Not a Roadblock

You’ll rarely have unlimited resources. That scarcity is not a roadblock; it’s a puzzle to be solved. You allocate resources judiciously, ensuring that every ounce of effort and every penny spent contributes to project success.

Risk Management

The Clairvoyant of Project Hazards

It’s your job to gaze into the project’s future and foresee potential issues before they arise. Risk management is like installing an alarm system, you might not need it every day, but when you do, it’s invaluable.

Plans B, C, and D Are Your Best Friends

Risk management isn’t just about identifying potential hiccups; it’s also about having backup plans. Your preparedness measures the distance between a project hiccup and a project catastrophe. Sometimes, you’re not just carrying an umbrella; you’re building an ark.

Acquiring Project Management Skills

Acquiring Skills: No Experience, No Problem

Roll Up Those Sleeves, Time to Skill Up

Let’s be clear: experience is a teacher, but it’s not the only one. When traditional pathways are blocked, you innovate. Here are some ways you can acquire the project management skills you need without traditional experience.

Online Courses: Your Virtual Classroom

Platforms like Coursera, Udemy, and LinkedIn Learning have democratized education. For a fraction of the cost of a formal degree, you can access courses taught by industry professionals. Take courses on project management basics, team leadership, or even specialized software like Jira or Asana. It’s learning on your terms.

Networking: Your Circle of Potential

The adage, “It’s not what you know, it’s who you know,” has a ring of truth. Virtual meetups, LinkedIn groups, and industry events provide you with a tapestry of connections. These aren’t just potential employers or mentors; they’re live repositories of knowledge and experience you can tap into.

Side Projects: Your Personal Lab

Nothing screams competence like a track record. But what if you don’t have one? Create it. Initiate your own projects or volunteer for non-profits who need a helping hand. It might not pay in cash, but the experience is invaluable. You’re not just adding a line on your CV; you’re writing a whole new chapter in your skillset story.

The Art of Skill Stacking

Combine online courses, networking, and side projects, and you’re not just a project manager in the making; you’re a well-rounded professional. Skill stacking isn’t just about amassing abilities; it’s about synergizing them in a way that makes you more than just the sum of your parts.

Learning is a loop, not a line. As you loop through online courses, networking, and side projects, you’ll find that each enhances the other. Before you know it, you won’t just be filling a role; you’ll be elevating it.

Project Management Certifications

Certifications: The Diploma You Never Knew You Needed

The Alphabet Soup After Your Name

Sure, experience speaks volumes, but sometimes you need the backing of alphabets, those acronyms after your name, to echo your skills in a room full of skeptics. Certifications in project management not only validate your skills but also open doors that were previously impenetrable.

PMP: The Gold Standard

If project management had a Nobel Prize, it’d be the PMP (Project Management Professional). Administered by the PMI, it’s a rigorous exam that tests your mettle on every aspect of project management. And it pays off—literally. PMP certified managers often earn more than their non-certified peers. It’s a solid investment in your future.

PRINCE2: The Methodology Maven

Across the pond, you’ll find PRINCE2 (Projects IN Controlled Environments). This certification focuses on process-driven management and is highly valued in Europe and the UK. If you’re interested in international opportunities, becoming a PRINCE2 practitioner is akin to learning a global business dialect.

CSM: The Agile Ace

If the terms “sprint” and “scrum” make your heart race in a good way, consider becoming a Certified ScrumMaster (CSM). This is for the change-makers, those who understand that adaptability is just as crucial as planning. With CSM, you’re not just managing projects; you’re spearheading change.

Why Certify?

Let’s cut through the fog. Certifications are not just resume polish. They’re an intensive crash course in the realities of the role. Whether you go for a PMP, PRINCE2, or CSM, you’re buying a ticket to a community. These certifications offer networks, ongoing education, and a seal of approval that tells employers you’re worth betting on.

Adding these letters after your name does more than just spell “qualified”; they signify that you’ve adopted project management as not just a job, but a career. So, the question isn’t why should you get certified, but rather, which alphabet soup will you choose?

Mentor to Learn Project Management

Finding a Mentor: The Shortcut You Didn’t Know You Needed

Who’s Your Obi-Wan Kenobi?

Think about it. The path to becoming a Jedi in the project management universe isn’t a solo journey. It’s filled with intricate webs of decisions, skills, and crucially, relationships. This is where a mentor — your Obi-Wan Kenobi — comes into play.

The Value of Sage Wisdom

Books are great, but they’re not people. They don’t answer back when you ask, “How would you handle a team that’s missing deadlines?” A mentor, vested in your success, can offer real-time, contextual advice that’s tailored just for you.

Unlock Doors, Both Real and Virtual

Did you know a mentor can be your strongest networking tool? They’ve been in the industry, they know people, and most importantly, they know who you should know. Every coffee meet-up or online touchpoint with them could be a potential goldmine of contacts.

Where Do These Mentors Lurk?

  • Online Forums: Websites like ProjectManagement.com offer active communities.
  • Industry Events: Yes, those “boring” seminars are often frequented by industry leaders.
  • LinkedIn: Don’t underestimate the power of a well-crafted message.

Different Approach: The Peer Mentor

Maybe you’re thinking, “I’m not ready for an Obi-Wan; I need a Luke Skywalker.” Peer mentorship counts too. Learning the ropes with someone else who’s also figuring it out can offer a different but equally valuable perspective.

So, the road to becoming a project management Jedi might seem winding, full of trials and potential pitfalls. But it doesn’t have to be a path you walk alone. Whether you opt for a wise guide or a peer companion, mentorship can be the force multiplier you didn’t know you needed.

Project Management Soft Skills

Soft Skills: The Hidden Curriculum

No, We’re Not Talking About Your Pillow-Talk Skills

You’re savvy in Microsoft Project and can juggle deadlines with the best of them. But how well do you communicate with your team? Soft skills often lurk in the shadows of hard metrics, yet their impact is light-years away from trivial.

Say It, Don’t Spray It

Communication isn’t about grand speeches. It’s the fine art of conveying complex ideas in simple terms. Your team’s cohesion and, by extension, the project’s success pivot around this very skill.

Emotional Intelligence: Beyond IQ

You can’t manage a team if you can’t manage emotions—yours and theirs. Emotional intelligence is the invisible glue that holds the project’s human elements together. It’s empathy in 4D.

Adapting, Not Just Adopting

Projects rarely go as planned. Adaptability isn’t a buzzword; it’s your survival toolkit. Can you switch lanes when there’s a roadblock and still reach your destination?

Building a Project Management Portfolio

Building a Portfolio: Show, Don’t Just Tell

Your Portfolio: The Catwalk of Your Skills

A resume says you can do the job; a portfolio proves it. It’s the tangible manifestation of your skills and experiences, neatly packaged for future employers to peruse.

The Projects That Didn’t Pay (But Will)

Side projects speak volumes. They say you’re passionate, proactive, and you love what you do enough to do it for free (initially, at least).

The Value of Giving Back

Volunteer work isn’t just for college applications. It’s real-world experience, showcasing your skills and your character. Plus, the universe tends to pay back kindness in unexpected ways.

Fake It Till You Make It? No, Simulate It

If you’re still green, simulated projects can be your stepping stone. Tools like Project Simulator can give you a sandbox to practice in without any real-world repercussions.

In both soft skills and hard evidence, the nuances matter. A nuanced communicator, an adaptable leader, a portfolio brimming with initiative—that’s what sets you apart in the project management cosmos.

Applying for a Project Manager Job

The Application Process: Ready, Set, Go!

Applying Without Experience: Not a Deal-Breaker

Stepping into project management without a background might feel daunting. But remember, even Michelangelo had to start with a chisel and a block of marble. So what’s your chisel? Let’s dig in.

How to Craft a Resume that Speaks

The resume you hand over should be more than a laundry list of jobs; it should be your career narrative.

  • Tip 1: Identify transferable skills like team coordination or time management from other roles you’ve had, and make them front and center.
  • Tip 2: Use quantifiable metrics to bring life to your skills. Instead of saying “good in team management,” say “led a team of 10 and increased productivity by 20%.”

The Art of Writing Cover Letters

If resumes get you in the door, cover letters seal the deal.

  • Tip 1: Don’t be generic. Speak to the company’s needs and how you’re the solution. It shows you’ve taken the time to understand them.
  • Tip 2: Tell a brief story that encapsulates your skills and passion for the role. It makes you memorable.

Nailing the Interview

Interviews test more than your ability to answer questions; they probe into how you think and solve problems.

  • Tip 1: Practice common situational questions related to project management. Develop answers that demonstrate your problem-solving aptitude.
  • Tip 2: Employ the STAR (Situation, Task, Action, Result) technique to structure your answers.

A well-crafted application is your chisel, allowing you to sculpt your way into the project management world. By understanding how to finesse each aspect, from your resume to the interview, you build the scaffold that elevates you to your new role.

Networking

Networking: It’s Who You Know, Not What You Know

Handshakes, But Make Them Virtual

In the digital age, networking doesn’t need a room filled with people, just a reliable internet connection.

Dive into Online Forums

Places like Reddit and specialized LinkedIn groups are goldmines for connecting with like-minded professionals and learning the ropes. Engage, ask questions, offer value—rinse and repeat.

Get Out There

Industry events may seem intimidating, but they’re just community gatherings of people as passionate about project management as you are. Break the ice by discussing recent industry trends or asking for someone’s take on agile versus waterfall methodologies.

The Wisdom of Informational Interviews

Never underestimate the power of a candid conversation. Reach out to seasoned pros for informational interviews. Not job interviews, but knowledge exchanges. Ask them about their journey, their daily challenges, and what they wish they’d known earlier.

In essence, your lack of traditional experience is not a roadblock but a different path. Tailor your application, master your interviewing skills, and weave a network of connections. The route may be less traveled, but it still leads to the destination: a fulfilling career in project management.

Conclusion

Navigating into the role of a project manager without a traditional background isn’t a detour; it’s your unique path. We’ve walked through the non-negotiables: soft skills that often eclipse hard skills, resumes that narrate, cover letters that resonate, and interviews that demonstrate your savvy. Your toolset should also include mentors and professional connections that amplify your journey.

You don’t need a lineage of project managers in your family tree to succeed. Your experience, however unrelated it may seem, shapes a lens that’s uniquely yours. The field of project management is vast, but your unique blend of skills, curiosity, and adaptability makes you a part of its landscape. Take the wheel; the roadmap awaits.

Know Your Blind Spots: The Top Ten 10 Reasons Why Projects Fail, Plus How to Avert a Hot Mess in Your Upcoming Projects

Image represents project failure

We’ve all had that sinking feeling in a project when disaster looms ahead, a turnaround is nowhere in sight and we realize the only way out is to jump ship.

These failed projects so often begin innocently enough. The team and client set off buoyant and full of hope. Yet just even one fatal turn around a blind corner yields a battered team, a busted budget, and an outraged client.

So why do they fail? How is it that red flags are ignored and a project manager proceeds without the necessary resources, without stakeholder buy-in, without even a contract or scope document?

There’s a million reasons for project failure. And as it turns out, avoiding these dead ends means playing by all the rules. All those terms, concepts and processes they taught you in project management school exist for a reason. Network diagrams, scope and procurement documents, daily scrum, and risk management tools all serve to keep a project on its rails. If you want to avert capsizing a project, the surest path to success is to be that Captain No-No. Resist pressure to cut corners and gloss over details.

In this article, we’re going to cover some of the most common reasons for project failure with examples, and underscore the project management principles that avert these fizzles and disasters.

Stakeholders on the Fence

1. Stakeholders on the Fence

A project’s success hinges on stakeholder buy-in. It’s as fundamental to a project as pollen is to a bee. Even in a team of two, cooperation and assent are critical. Otherwise each member is pulling in an opposite direction, and they won’t be able to reach the goal.

The need for buy-in is especially clear with organizational changes such as an agile transformation. When upper management and other key players resist the change, it becomes impossible to disseminate new procedures or build a new culture. Rather than achieve change and growth, the organization instead flounders, squabbles and squanders resources.

The Fix

In order to gain buy-in, first of all it’s necessary to understand just who the critical stakeholders are. Generally, they include people both inside and outside the organization. Once identified, the next step is to persuade them. For a project to proceed smoothly, stakeholder buy-in is needed from the very first stages.

How to persuade? Buy-in is usually gained by disseminating the “why” behind the goal, rather than just the “what.” WIFM plays a huge part here as well. Once stakeholders understand how the objective benefits them, they’re far more likely to buy-into the vision.

2. More-Is-Better Thinking

Every project aims to deliver big on value and expand the boundaries of its current level of output. Excellence is part and parcel to success. A team that fails to strive delivers subpar or mediocre results. However, this principle can be taken to an extreme and leave teams caught up in a maze of offering more and more, squandering time and resources, without delivering on value. The truth is, sometimes reducing scope actually increases quality!

Consider the example of an instruction manual that accompanies a new sound system. In the interest of providing value, a project manager might set out to create an exhaustive manual that covers every detail of the product, down to the smallest minutia. The fact is that a lengthy manual of this sort may simply confuse buyers and leave them tearing their hair out wondering how to use the product. Far more valuable to the customer is a brief manual that covers the essentials with simple, easy to understand language.

The Fix

At the end of the day, customers are interested in value, not quantity. They want their problem solved as quickly as possible. Delivering value, then, means distinguishing between quality and scope. A project manager identifies and hones in on what’s going to add value, then cuts out those extras that don’t serve any purpose.

3. Foggy Scope

Scope is one of the three central constraints in a project. When properly defined, it’s easy for a project to work within the other constraints of budget and timeline. When the scope is unclear and hazy, however, a project is staged to go haywire.

Take the example of a credit union that is set up to receive payments and deposits by mail, but currently the customers want to pay automatically. In this project, the high level requirement, essentially, is to automate what was formerly a manual process. While this sounds simple enough, this project’s execution could introduce surprises. Perhaps in order to learn how to automate payments, the credit union has to hire outside consultants to look over the current system and offer advice. At this point, the credit union faces compliance and privacy regulations that need to be properly addressed. The scope turns out to be far larger than it seemed at the get-go. Addressing the compliance issues will add to the budget and timeline, and it may even preclude the project altogether.

The Fix

Knowing the full scope of a project requires much research at the get-go. This means talking to all stakeholders and evaluating the project from a variety of perspectives. It’s necessary to set up a network diagram that lists every step of a project and the dependencies between tasks. Sometimes, it’s also helpful to look at documents from past projects, or to speak with someone who’s undergone something similar.

Flimsy Requirements

4. Flimsy Requirements

Requirements are all the criteria a project must fulfill in order to be successful. The requirements, then, must be carefully outlined before a project commences. Capturing requirements, however, can be tricky. While some are super clear, others are implicit and unstated.

Take the example of an artist who hires a designer to build a website to feature and sell her work. She says she wants her website to have several pages with images of her work, a contact page, an order page, and a bio page. Clear enough. What she doesn’t say, however, is that she wants the website to be ‘user-friendly’ and to reflect her brand. These later requirements are known as non-functional requirements. They’re difficult to quantify, and so it’s hard to tell whether or not they’ve been fulfilled.

The designer might build a website that includes all the pages the artist requests, only to find that the artist doesn’t like the end result at all. The colors and font don’t reflect her brand, and it provides such a poor UX that it doesn’t draw customers or promote her business.

The Fix

In order to avoid delivering a product that doesn’t meet the client’s specification, it’s necessary to capture a full understanding of all the requirements at the get-go, both functional and non-functional. One way to capture non-functional requirements is to treat them as constraints which define the boundaries of a project. It’s also a safe bet to check in with the client throughout the project and determine whether things are veering off track or staying the course.

A Pointless Product

5. A Pointless Product

Every project needs a market demand and business justification. Even if it seems like a great idea, unless there’s a need for the product, it will land with a dud. And unless the project makes good business sense, it spells financial trouble. Although this probably sounds like a no-brainer, it’s actually pretty easy for a team to get lost in a fantasy world of designing a product that doesn’t have a market, building a course that no one wants to take, or writing a book that no one wants to read.

Consider the example of New Coke, launched by Coca-Cola in 1985. Although the company believed it was delivering a new and improved recipe, it turns out that customers preferred the original Coke, and didn’t reach out for the new product featured on grocery store shelves. As a result, Coke lost millions.

The Fix

Knowing customer needs and preferences is a delicate science. That’s why there’s a profession dedicated to this job exclusively: the product manager. A product manager thoroughly researches the market and the customer, and understands just how to design a product that entices the target market.

It’s also necessary to outline the business case of a project from the get-go. Drill down into the numbers to determine if the project makes sense financially.

6. A Band of Fiefdoms

Projects are like an orchestra. They’re the fusion of people with entirely different skill sets performing entirely different tasks, coming together to create something wonderful. It’s only natural, however, for a large group to disband into small groups with similar workloads. This tendency can be so strong that the “orchestra” can separate off into individual fiefdoms who only listen and communicate amongst themselves. Without cooperation between all these factions, things can go awry.

Take the example of building a website. The software developers and the copywriters each have a distinct skill set and very different tasks to perform. Naturally, they would be inclined to work separately from one another. Without ongoing communication, however, it could come to pass that the copy intended for the website isn’t suited for final layout. It’s either too long or too short, and everything needs to be re-written. Or take the example of creating a video, where the costume designer works in silo from the writers and set designers. When they all come together, there could be a serious mishmash of styles, tones and aesthetics.

The Fix

The solution is to communicate, communicate, communicate. Develop a structure and system that keeps all stakeholders abreast of everything going on in the project. A transparent work culture that discloses key information to all members and holds regular skip level meetings fosters fluid communication. Getting everyone onto the same communication tool precludes scenarios where significant decisions are made without the knowledge or input from key players. Many teams nowadays depend on the daily scrum, where everyone comes together first thing in the morning to discuss progress and blockers. This keeps everyone on the same page and helps to avert disasters before they occur.

7. The Fantasy Goal

The best projects are always stretch goals. They aim to improve on current processes and build something that’s more innovative with less resources and less time. However, this line of thinking can turn into “pie in the sky project management.” The team expends resources and energy only to discover that there is no pot of gold at the end of the rainbow.

Let’s consider the example of a toy manufacturing plant that seeks to improve its workflows in order to increase overall production. The project manager presents management with a plan that lists the required resources and time, and they in turn slash the budget and cut the timeline in half, without adjusting the overall objective.

The old axiom of garbage in, garbage out applies here. The project, more than likely, is poised for failure. Even if everyone on the project doubles their workload, the goal is unrealistic. Management instead sets the stage for employee burnout. Plus, the project manager’s reputation is on the line.

The Fix

A good project fuses stretch goals with some real thinking. By utilizing project management tools such as the work breakdown structure, the cost breakdown structure and a network diagram, it’s possible to gain a firm understanding of the work and time necessary to achieve a certain goal. When this is communicated effectively, it gets all stakeholders to agree to a certain budget, scope and timeline. And unless management agrees to live in the real world, the project manager doesn’t move forward into execution.

No Plan B, C or D

8. No Plan B, C or D

Risk management is part and parcel to any plan. This means knowing how and where things could go off track, and what to do when mishaps occur. It can be difficult, however, to dedicate time and resources to mitigate something that might happen. Many project managers would just as soon solve problems when and if they occur, and otherwise focus on the goal.

Without a solid risk management plan in place, however, a project is staged to go amok. Take the planning of a one-day event such as an outdoor Church rummage sale. On the day of the event, things need to fall right into place. There isn’t time to reflect and adjust. If the planning committee doesn’t account for contingencies such as the possibility of rain, the entire event could be a bust.

The Fix

The solution to averting risks is to anticipate curveballs and treat risk management not as an afterthought, but as a priority that’s consistently applied through all stages of the project. For any possible mishap, have a plan B, C or D in place so that when disaster occurs, things don’t go off the rails.

9. Non-Contractual Add-Ons (Gold-Plating)

The classic project constraints of budget, time and scope are just that–constraints. A successful project works within them. It’s all too common, however, to get so caught up in pleasing the client that a team goes above and beyond the initial agreement. However, agreeing to changes that aren’t included in the contract can escalate into a headache later on.

Take the project of creating an advertising campaign for a client. The initial requirements include an e-book, a short video and five blog posts. Mid-way through the project, however, the client says that she’d like some content for her social media account. The project manager could simply agree to this add-on, without adjusting scope or discussing price. When it comes time to deliver, the client might say that the social media posts aren’t up to snuff, and need to be rewritten. And then the team is on the hook to revise a task that it’s not being paid for to begin with.

The Fix

Avoiding scope creep and gold plating in a project can be tough. Some of the key strategies are to start the project with a clear scope document that clarifies all the functional and non-functional requirements. Close communication through a project’s execution, with both the client and within the team, ensures that everyone is working to the client’s requests, without adding on additional work.

A Black Box Approach

10. A Black Box Approach

The goal of a project is to deliver a valuable product to the client. But it’s easy for a team to sign a contract, then become myopically fixated on fulfilling the contract, and ignore any relevant details that surface during execution.

This black-box thinking can be especially destructive in software development projects. Take the example of building an application. During the execution phase, while developers are writing and testing code, a competitor comes out with a nearly identical product. At this point, it would be wise for the team to tweak the original plan in order to distinguish the product from competition. Without ongoing communication with the client, and keeping abreast to goings-on in the outside world, a team would miss this sort of critical information that impacts the project’s success.

The Fix

This destructive black-box thinking is the reason software developers invented scrum and agile. These project management methodologies allow for course correction and demand continual, face-to-face communication with the client. An agile approach to a project means that teams work toward the real goal of pleasing the client with a good product, and don’t get caught up in simply fulfilling a contract.

Conclusion

Not every project has a happy ending. From poor communication to fuzzy requirements to black-box thinking, there’s a million reasons for why a project goes off the rails. And project failure means that resources are squandered and the project manager’s reputation is on the line. The solution to averting failures is to not cut corners, and rather to adhere to all the principles of project management.

Every project manager wants to be on their toes, and understand his or her blind spots. While we all crave success, the truth is that we learn the most from our failures. And so in order to earn your stripes as a project manager, it’s necessary to experience a few mishaps. You’ll emerge wiser, and have a more solid foundation going forward.

Catch These Benefits! 13 Examples of Critical Thinking in the Workplace

Critical Thinking in the Workplace

Your team is dealing with a sudden decrease in sales, and you’re not sure why.

When this happens, do you quickly make random changes and hope they work? Or do you pause, bring your team together, and analyze the problem using critical thinking?

In the pages ahead, we’ll share examples of critical thinking in the workplace to show how critical thinking can help you build a successful team and business.

Ready to make critical thinking a part of your office culture?

Let’s dive in!

What Is Critical Thinking? A Quick Definition

Critical thinking is the systematic approach of being a sharp-minded analyst. It involves asking questions, verifying facts, and using your intellect to make decisions and solve problems.

The process of thinking critically is built upon a foundation of six major steps:

6 Steps of Critical Thinking

  1. Knowledge
  2. Comprehension
  3. Application
  4. Analysis
  5. Synthesis
  6. Creation/Action

First, you gather “knowledge” by learning about something and understanding it. After that, you put what you’ve learned into action, known as “application.” When you start looking closely at the details, you do the “analysis.”

After analyzing, you put all those details together to create something new, which we call “synthesis.” Finally, you take action based on all your thinking, and that’s the “creation” or “action” step.

Examples of Critical Thinking in the Workplace

Even if the tasks are repetitive, or even if employees are required to follow strict rules, critical thinking is still important. It helps to deal with unexpected challenges and improve processes.

Let’s delve into 13 real examples to see how critical thinking works in practice.

1. Evaluating the pros and cons of each option

Are you unsure which choice is the best? Critical thinking helps you look at the good and bad sides of each option. This ensures that you make decisions based on facts and not just guesses.

Product development: For example, a product development team is deciding whether to launch a new product. They must evaluate the pros and cons of various features, production methods, and marketing strategies to make an informed decision. Obviously, the more complete their evaluation is, the better decisions they can make.

2. Breaking down complex problems into smaller, manageable parts

In the face of complex problems, critical thinkers are able to make the problem easier to solve. How? They create a step-by-step process to address each component separately.

Product deliveries and customer support. Imagine you work in a customer service department, and there has been a sudden increase in customer complaints about delayed deliveries. You need to figure out the root causes and come up with a solution.

So, you break down the problem into pieces – the shipping process, warehouse operations, delivery routes, customer communication, and product availability. This helps you find out the major causes, which are:

  • insufficient staff in the packaging department, and
  • high volume of orders during specific weeks in a year.

So, when you focus on smaller parts, you can understand and address each aspect better. As a result, you can find practical solutions to the larger issue of delayed deliveries.

3. Finding, evaluating and using information effectively

In today’s world, information is power. Using it wisely can help you and your team succeed. And critical thinkers know where to find the right information and how to check if it’s reliable.

Market research: Let’s say a marketing team is conducting market research to launch a new product. They must find, assess, and use market data to understand customer needs, competitor tactics, and market trends. Only with this information at hand can they create an effective marketing plan.

4. Paying attention to details while also seeing the bigger picture

Are you great at noticing small things? But can you also see how they fit into the larger picture? Critical thinking helps you do both. It’s like zooming in and out with a camera. Why is it essential? It helps you see the full story and avoid tunnel vision.

Strategic planning. For instance, during strategic planning, executives must pay attention to the details of the company’s financial data, market changes, and internal potential. At the same time, they must consider the bigger picture of long-term goals and growth strategies.

5. Making informed decisions by considering all available information

Ever made a choice without thinking it through? Critical thinkers gather all the facts before they decide. It ensures your decisions are smart and well-informed.

Data analysis. For example, data analysts have to examine large datasets to discover trends and patterns. They use critical thinking to understand the significance of these findings, get useful insights, and provide recommendations for improvement.

6. Recognizing biases and assumptions

Too many workplaces suffer from unfair and biased decisions. Make sure yours isn’t on this list. Critical thinkers are self-aware and can spot their own biases. Obviously, this allows them to make more objective decisions.

Conflict resolution. Suppose a manager needs to mediate a conflict between two team members. Critical thinking is essential to understand the underlying causes, evaluate the validity of each person’s opinion, and find a fair solution.

Hiring decisions. Here’s another example. When hiring new employees, HR professionals need to critically assess candidates’ qualifications, experience, and cultural fit. At the same time, they have to “silence” their own assumptions to make unbiased hiring decisions.

7. Optimizing processes for efficiency

Critical thinking examples in the workplace clearly show how teams can improve their processes.

Customer service. Imagine a company that sells gadgets. When customers have problems, the customer service team reads their feedback. For example, if many people struggle to use a gadget, they think about why that’s happening. Maybe the instructions aren’t clear, or the gadget is too tricky to set up.

So, they work together to make things better. They make a new, easier guide and improve the gadget’s instructions. As a result, fewer customers complain, and everyone is happier with the products and service.

8. Analyzing gaps and filling them in

Discovering problems in your company isn’t always obvious. Sometimes, you need to find what’s not working well to help your team do better. That’s where critical thinking comes in.

Training and development. HR professionals, for instance, critically analyze skill gaps within the organization to design training programs. Without deep analysis, they can’t address specific needs and upskill their employees.

9. Contributing effectively to team discussions

In a workplace, everyone needs to join meetings by saying what they think and listening to everyone else. Effective participation, in fact, depends on critical thinking because it’s the best shortcut to reach collective decisions.

Team meetings. In a brainstorming session, you and your colleagues are like puzzle pieces, each with a unique idea. To succeed, you listen to each other’s thoughts, mix and match those ideas, and together, you create the perfect picture – the best plan for your project.

10. Contributing effectively to problem-solving

Effective problem-solving typically involves critical thinking, with team members offering valuable insights and solutions based on their analysis of the situation.

Innovative SaaS product development. Let’s say a cross-functional team faces a challenging innovation problem. So, they use critical thinking to brainstorm creative solutions and evaluate the feasibility of each idea. Afterwards, they select the most promising one for further development.

11. Making accurate forecasts

Understanding critical thinking examples is essential in another aspect, too. In fact, critical thinking allows companies to prepare for what’s coming, reducing unexpected problems.

Financial forecasting. For example, finance professionals critically assess financial data, economic indicators, and market trends to make accurate forecasts. This data helps to make financial decisions, such as budget planning or investment strategies.

12. Assessing potential risks and recommending adjustments

Without effective risk management, you’ll constantly face issues when it’s too late to tackle them. But when your team has smart thinkers who can spot problems and figure out how they might affect you, you’ll have no need to worry.

Compliance review. Compliance officers review company policies and practices to ensure they align with relevant laws and regulations. They want to make sure everything we do follows the law. If they find anything that could get us into trouble, they’ll suggest changes to keep us on the right side of the law.

13. Managing the crisis

Who else wants to minimize damage and protect their business? During a crisis, leaders need to think critically to assess the situation, make rapid decisions, and allocate resources effectively.

Security breach in a big IT company. Suppose you’ve just discovered a major security breach. This is a crisis because sensitive customer data might be at risk, and it could damage your company’s reputation.

To manage this crisis, you need to think critically. First, you must assess the situation. You investigate how the breach happened, what data might be compromised, and how it could affect your customers and your business. Next, you have to make decisions. You might decide to shut down the affected systems to prevent further damage. By taking quick, well-planned actions, you can minimize the damage and protect your business.

Critical Thinking in Your Team

Encouraging Critical Thinking in Your Team: A Brief Manager’s Guide

According to Payscale’s survey, 60% of managers believe that critical thinking is the top soft skill that new graduates lack. Why should you care? Well, among these graduates, there’s a good chance that one could eventually become a part of your team down the road.

So, how do you create a workplace where critical thinking is encouraged and cultivated? Let’s find out.

Step 1: Make Your Expectations Clear

First things first, make sure your employees know why critical thinking is important. If they don’t know how critical it is, it’s time to tell them. Explain why it’s essential for their growth and the company’s success.

Step 2: Encourage Curiosity

Do your employees ask questions freely? Encourage them to! A workplace where questions are welcomed is a breeding ground for critical thinking. And remember, don’t shut down questions with a “That’s not important.” Every question counts.

Step 3: Keep Learning Alive

Encourage your team to keep growing. Learning new stuff helps them become better thinkers. So, don’t let them settle for “I already know enough.” Provide your team with inspiring examples of critical thinking in the workplace. Let them get inspired and reach new heights.

Step 4: Challenge, Don’t Spoon-Feed

Rethink your management methods, if you hand your employees everything on a silver platter. Instead, challenge them with tasks that make them think. It might be tough, but don’t worry. A little struggle can be a good thing.

Step 5: Embrace Different Ideas

Do you only like ideas that match your own? Well, that’s a no-no. Encourage different ideas, even if they sound strange. Sometimes, the craziest ideas lead to the best solutions.

Step 6: Learn from Mistakes

Mistakes happen. So, instead of pointing fingers, ask your employees what they learned from the mistake. Don’t let them just say, “It’s not my fault.”

Step 7: Lead the Way

Are you a critical thinker yourself? Show your employees how it’s done. Lead by example. Don’t just say, “Do as I say!”

Wrapping It Up!

As we’ve seen, examples of critical thinking in the workplace are numerous. Critical thinking shows itself in various scenarios, from evaluating pros and cons to breaking down complex problems and recognizing biases.

The good news is that critical thinking isn’t something you’re born with but a skill you can nurture and strengthen. It’s a journey of growth, and managers are key players in this adventure. They can create a space where critical thinking thrives by encouraging continuous learning.

Remember, teams that cultivate critical thinking will be pioneers of adaptation and innovation. They’ll be well-prepared to meet the challenges of tomorrow’s workplace with confidence and competence.

PERT in Project Management: What It Is and How to Use It (With Examples)

PERT in Project Management

Aren’t project managers a curious bunch? They’ve got this itch for innovation and excellence. They constantly seek that one thing that could turn their projects into absolute marvels. Well, that’s where PERT in project management comes into play.

Whether you’re creating the next big app, putting together an art show, or even launching a fashion line, PERT is your trusty friend.

In this blog post, we’ll reveal how PERT in project management works and the steps to use it effectively. Plus, we’ll look into the main components of PERT and its limitations.

But there’s more.

As we move on, you’ll get examples and discover when PERT charts are most effective.

What Is PERT in Project Management?

What Is PERT in Project Management

Image source: Quora

PERT is a way of managing complicated projects that are full of uncertainties. The acronym stands for Program Evaluation and Review Technique. This project management technique helps in planning, scheduling, and organizing projects that are hard to predict.

In simple words, PERT gives us a map of what to do and when, helping us to single out the most important tasks.

How Does PERT Work?

Being one of the project management techniques, PERT uses a special diagram to show the order of tasks in a project.

This diagram has boxes (for tasks) and lines (for connections between tasks).

Image represents PERT Chart Example

Image source: Forbes

For each task, we guess how long it might take. But since we can’t be sure, we make three guesses: the quickest time, the most likely time, and the longest time. Then, we use these guesses to figure out the average time the task will probably take.

Some tasks are really important and need to be done exactly on time, or the whole project will be delayed. PERT helps us find these crucial tasks. And we call this important sequence of tasks the “critical path.”

Other tasks can be delayed a bit without causing problems. PERT shows us how much they can be delayed without messing up the project.

When we add up all the average times for the tasks on the critical path, we get an idea of how long the whole project might take.

Also, PERT helps us guess the chance of finishing the project by a certain time. This is useful for planning and making decisions about when to use resources.

How to Calculate Activity Durations Using PERT?

Calculating the expected time for each activity in PERT involves a formula that takes into account the optimistic time (O), the most likely time (M), and the pessimistic time (P) estimates for the activity.

Here’s the formula and the steps to calculate the expected time:

Formula: Expected Time (TE) = (O + 4M + P) / 6

Steps to Calculating Expected Time with PERT

Step 1: Gather Estimates: Get three time estimates for the activity:

  • Optimistic Time (O): The shortest time the activity could take if everything goes exceptionally well.
  • Most Likely Time (M): The time the activity would take on average, considering normal conditions.
  • Pessimistic Time (P): The longest time the activity might take, accounting for possible delays or challenges.

Step 2: Plug into the Formula: Substitute the values of O, M, and P into the formula for expected time (TE).

Step 3: Calculate: Add up the values of O, 4M, and P, and then divide the sum by 6. This gives you the expected time for the activity.

For example, if O is 3 days, M is 6 days, and P is 10 days:

Expected Time (TE) = (3 + 4 * 6 + 10) / 6
Expected Time (TE) = 6.17 days (approximately)

This expected time gives you a more balanced estimate that considers all the possible scenarios for completing the activity.

Limitations of PERT

Limitations of PERT in Project Management

While PERT diagrams are powerful tools, they’re not magical. Like any tool, they work best when used thoughtfully and in the right situations. Remember, it’s not just about drawing lines; it’s about understanding your project’s landscape.

Keeping Realistic Expectations

Just as a car can’t fly, PERT diagrams have their limits. They work well when tasks are well-defined, but they struggle with highly uncertain tasks.

Reliance on Guesswork

Unfortunately, estimating task times isn’t always accurate. PERT diagrams rely on these estimates, so be aware that they’re educated guesses, not certainties.

Struggles with Complexity

Creating PERT diagrams for small projects is easy. However, for big, intricate projects, you have to deal with many parts and aspects. Well, it can get complicated.

The Human Factor

PERT diagrams rely on your guesses and judgment. If these aren’t accurate, the whole plan might not work as expected. It’s like making a map with not-so-clear directions.

Project Changes

Imagine you’re building a sandcastle, and the waves keep changing its shape. In real projects, changes can happen, affecting task times and dependencies. PERT diagrams might need updating.

Dependency on the Critical Path

A chain usually breaks at its weakest link, right? Similarly, if tasks on the critical path aren’t accurate, the whole project’s timing might suffer. It’s crucial to get these right.

Difficulties in Resource Allocation

Assigning resources to tasks in large projects can be complex. You should keep in mind that PERT diagrams don’t always consider these resource constraints.

Constant Monitoring Required

You keep an eye on cooking to avoid burning, right? Similarly, PERT diagrams need regular monitoring. If things change, the diagram might need adjustments.

Collaboration Demands

Did you know that the biggest source of uncertainty comes from a project’s stakeholders? Research shows that about 38% of the time, uncertainty happens because of stakeholders and how they do things. That’s why, while using the PERT method, communication is key to making sure everyone’s on the same page.

Examples of PERT in Project Management

From Theory to Reality: Examples of PERT in Project Management

Just like using directions for a road trip, PERT guides projects so they reach their destination smoothly and on time.

1. Designing a New Game

Think about creating a video game. PERT was used to manage designing, coding, and testing. It made sure each step happened at the right time. The good part: the game was finished when planned, and players enjoyed it without any delays.

2. Planting a Garden

Consider planting a garden with different flowers. PERT helped decide when to plant each type, taking into account their growth times. By using PERT, the garden bloomed beautifully, with flowers blooming just when they were supposed to. The result? A well-organized and colorful garden.

Benefits of using the PERT method

  • No confusion. First, PERT helped everyone understand what comes next, following a map.
  • Avoiding delays: By figuring out which tasks were most important, things stayed on track.
  • Using time wisely: Next, PERT made sure time was used well, preventing last-minute rushes.
  • Working together: It also helped everyone on the team know their role.
    Getting things done: PERT ensured tasks were finished when they should be.

PERT vs. Critical Path Method

PERT vs. Critical Path Method (CPM): What’s the Difference?

To better understand what PERT means in project management, it’s useful to look at the main difference between PERT and CPM.

PERT charts and CPM charts are two ways of doing projects. PERT is for when things are a bit uncertain, and tasks can take different amounts of time. It uses different guesses for task times and looks at how tasks are connected.

CPM, on the other hand, is for when things are more predictable, and tasks have fixed times. It’s all about finding the quickest way to finish. PERT looks at the whole project puzzle, while CPM watches the clock.

So, use PERT when things are a bit up in the air, and CPM when things are clear, and you want to be super efficient!

PERT Charts

When Are PERT Charts the Most Effective?

PERT charts are powerful. But when they team up with project management tools, it’s like they’ve found their perfect backup band.

Take, for example, Teamly. It provides a visual platform for creating and managing PERT charts. As a result, project managers can see which tasks are important, how they depend on each other, and what uncertainties might pop up.

With features for task management, collaboration, and communication, Teamly enables efficient coordination among team members and partners. Additionally, it offers analytical capabilities to identify critical paths and optimize the project schedule.

Plus, integration with other project management features improves the overall project planning and management process.

Overall, project management tools provide the necessary functionalities to maximize the benefits of using PERT charts in project management.

Key Takeaways

PERT isn’t just some fancy acronym. Learning about PERT in project management might just be your golden ticket to more successful project closeout and delivery.

With PERT, you can zoom in on those critical paths. You’ll know which tasks are important and which ones are the wildcards that could throw you off track.

But here’s where it gets really interesting: PERT holds hands with project management tools, creating a power duo that’s hard to beat. When used together, they help you track progress, divvy up resources, and keep your timelines in check.

16 Examples of Business Processes Every Organization Should Know

Business Process Examples

Business processes work behind the scenes, keeping operations running smoothly while taking none of the credit.

There’s an air of mystery around what these business processes actually are.

While every action within a company, from onboarding a new employee to scheduling breaks, can be considered a process, not all are optimized for efficiency.

Instead of being a series of connected tasks, a business process is a meticulously designed system to avoid waste and be more efficient. This intentional design is what helps an organization to reduce costs, free up more time, and produce higher-quality work.

When these processes are neglected or become outdated, bottlenecks start to set in, and inefficiencies infect operations.

In this article, we will look at business process examples to give you a clear idea of how to create a more efficient work environment. We’ll discuss the most important business processes and help you master productivity.

Business Process

What is a Business Process?

A business process is a structured set of activities or tasks that lead to a specific organizational goal. It’s the roadmap that guides an employee from the beginning of a task to its completion.

They should be optimized to make the best use of available resources while achieving objectives in a timely manner without minimal disruption.

A business process is characterized by several key traits:

  • Purpose: Every process has a clear objective, whether delivering a product to a customer, resolving a client query, or launching a new marketing campaign.
  • Sequence: Processes are often sequential. They have a defined order of operations, ensuring tasks are carried out most efficiently.
  • Repeatability: Most business processes should be repeatable. They’re designed to be executed in the same way, time and time again, ensuring consistency and predictability.
  • Automation: Where possible, menial tasks should be automated. Doing so allows team members to focus on high-value work.
  • Stakeholders: Processes often involve multiple stakeholders, from team members and departments to external partners and customers.

Now, the concept of a business process seems fairly straightforward. A series of tasks that takes you from point A to point B.

However, not all processes are created equal. Most can be broken down into two categories: routine and non-routine processes. Let’s look at how they differ:

Routine Processes

Routine Processes are those that occur regularly within an organization. They’re predictable and, as the name suggests, routine.

For instance, invoicing clients at the end of each month, processing payroll, or restocking inventory are all examples of routine processes. These processes are often well-documented and follow a strict pattern, ensuring the same outcome is achieved each time.

Parts of these processes are primed for automation because they are repetitive, consistent, and follow a set pattern. Automating such tasks eliminates the possibility of human error and builds consistency into the process.

Non-routine Processes

Non-routine Processes are less predictable as they don’t occur on a regular basis. These might include handling a customer complaint that’s out of the ordinary, managing a crisis, or launching a new product.

Non-routine processes often require more flexibility and adaptability, as they might not follow a strict sequence and could vary based on the specific situation.

In these situations, automation has less maneuverability, but that’s not to say there isn’t a place for it. While automation might not drive the entire process, it can assist in areas like data collection, analysis, and communication, providing insights that can help inform and refine these non-routine processes.

Automation in Business Processes

The Role of Automation in Business Processes

Staying ahead often means finding ways to create a more lean operation.

Enter automation—a game-changer when creating business processes. Automation involves using technology to perform repetitive tasks without human intervention, thereby streamlining operations and enhancing productivity.

For instance, automation tools can instantly populate fields instead of manually entering data into spreadsheets, eliminating hours of manual labor.

Here are a few benefits of introducing automation to your business processes:

  • Efficiency: Automation speeds up processes, reducing the time from initiation to completion. Tasks that once took hours can now be completed in minutes, freeing up resources for other essential activities.
  • Accuracy: Human error is a natural part of any manual process. Automation, however, ensures that tasks are performed consistently and correctly every time, reducing the risk of mistakes that can be costly in terms of time, money, and reputation.
  • Scalability: As businesses grow, their processes can become more complex. Automation allows for scalability, ensuring that as the volume of tasks increases, they can still be handled efficiently without the need for proportional increases in resources.

Automation isn’t just a new trend that will fade out—it’s a necessity for modern businesses aiming for growth and sustainability.

By automating core and ancillary processes, companies operate at peak efficiency, maintain high levels of accuracy, and are poised for scalable growth in the future.

Create Business Processes

How To Create Business Processes

Every business process follows a similar design regardless of its complexity or domain.

Let’s break down the components involved in a typical business process:

  • Inputs: These are the raw materials or initial data required to kickstart a process. For a manufacturing process, inputs might be raw materials; for a digital marketing campaign, it could be customer data.
  • Resources: Resources are the tools, equipment, software, or even human resources needed to transform inputs into outputs. In a bakery, for instance, ovens, mixers, and bakers are the essential resources.
  • Guidelines: These are the set of rules, protocols, or standard operating procedures that dictate how the process should be carried out. Guidelines ensure consistency and quality across repeated executions of the same process.
  • Outputs: The end result of any business process. It’s what you achieve after inputs are processed using resources, following the set guidelines. In a sales process, the output might be a closed deal or a new customer acquisition.

Now, let’s look at the lifecycle of a business process:

  • Design: This is the blueprint phase. Here, the process is defined, and its objectives are set, ensuring alignment with organizational goals.
  • Modeling: In this phase, the process is visualized, often using flowcharts or specialized software, to understand its flow and potential bottlenecks.
  • Execution: The actual implementation of the process, transforming inputs into outputs.
  • Monitoring: Once executed, the process is continuously tracked to ensure it’s running efficiently and meeting its objectives.
  • Optimization: Based on monitoring insights, the process is refined and tweaked to improve efficiency, reduce costs, or enhance outputs.

Understanding the anatomy and lifecycle of a business process lays the foundation for workflow optimization. Armed with this knowledge, stakeholders can make informed decisions across departments and tasks, from operational to management.

In the following sections, we’ll provide key business process examples to give you a clearer picture of how this all comes together.

Core Business Processes Examples

Core Business Processes Examples

From tiny one-person businesses to large multinational conglomerates, business processes are essential to smooth operations. Broadly speaking, we can categorize these into four main types: Operational, Supporting, Management, and Innovation processes
.
Here are some examples of what each one looks like:

1. Operational Processes:

Operational processes, often termed as primary processes, are the day-to-day tasks that directly impact the customer experience or the core business. They are the frontline processes that deal with the company’s main activity.

Example: Order Management

This process involves receiving orders from customers, processing these orders, and ensuring timely delivery. It’s a critical process for businesses, especially in the retail and e-commerce sectors.

Steps Involved:

  • Receiving the order from the customer
  • Checking product availability
  • Confirming the order
  • Packaging and shipping
  • Providing the customer with a tracking number
  • Ensuring delivery and receiving feedback

Example: Customer Support

This process is all about addressing customer queries, complaints, or feedback.

Steps Involved:

  • Receiving a query or complaint from the customer
  • Logging the issue
  • Assigning it to a relevant team or individual
  • Resolving the issue
  • Communicating the resolution to the customer
  • Following up for feedback

2. Supporting Processes:

Supporting processes, while not being core business activities, play a role in the efficiency and effectiveness of operational processes.

Example: Accounting

This process involves recording, summarizing, and analyzing financial transactions of an organization.

Steps Involved:

  • Recording daily financial transactions
  • Reconciling bank statements
  • Preparing monthly financial statements
  • Conducting internal audits
  • Filing tax returns

Example: Recruitment

This process is centered around attracting, selecting, and appointing suitable candidates for jobs within an organization.

Steps Involved:

  • Posting job vacancies
  • Receiving and reviewing applications
  • Shortlisting candidates
  • Conducting interviews
  • Offering employment contracts
  • Onboarding new employees

3. Management Processes:

Management processes are activities that govern operational processes. They involve decision-making and strategic planning to ensure the organization is on the right track to achieving its objectives.

Example: Corporate Governance

This process ensures that an organization is run in a manner that meets the regulatory, ethical, and business standards.

Steps Involved:

  • Establishing policies and procedures
  • Ensuring compliance with laws and regulations
  • Conducting regular board meetings
  • Reviewing organizational performance
  • Engaging with stakeholders

Example: Budgeting

This process involves planning an organization’s financials to ensure that resources are allocated efficiently.

Steps Involved:

  • Reviewing past financial data
  • Setting financial objectives
  • Allocating resources
  • Monitoring expenditures and revenues
  • Adjusting the budget as necessary

4. Innovation Processes:

Innovation processes are centered around developing and improving products, services, or procedures. They are necessary for businesses that want to stay competitive and out-innovate the other companies in their field.

Example: Research and Development (R&D)

This process involves researching and developing new products or improving existing ones to meet the market’s changing demands or to introduce new innovations.

Steps Involved:

  • Identifying market needs
  • Conducting research
  • Developing prototypes
  • Testing and refining the product
  • Launching the product in the market
  • Gathering feedback for further improvements

The different types of business processes and examples above only show the most broad application in an organization. As you’ll know, each business is its own entity with many nuances and unique challenges.

While the overarching principles of business processes remain consistent, the specific implementation, tools, and strategies can vary widely based on an organization’s industry, size, culture, and goals.

For instance, a tech startup might prioritize agile methodologies and rapid iteration. At the same time, a century-old manufacturing firm might emphasize rigorous quality checks and hierarchical decision-making.

We don’t want to leave you with just the basics of the business process, so let’s move on to how these can be applied to different departments.

Key Business Processes Examples

Key Business Processes Examples By Department

Each department in an organization has its own tasks and objectives to fulfill. Creating business processes is just as important when we start looking at the granular level of individual departments.

Let’s explore some of these departmental processes:

1. Supply Chain Management:

Supply chain management (SCM) is the approach to managing the flow of goods, services, and information from suppliers to end-users. It ensures that products are produced and delivered to the right place, at the right time, and at the right cost.

SCM optimizes the entire product lifecycle, from raw material sourcing to product delivery, ensuring timely availability and reducing costs.

Steps Involved:

  • Supplier selection and relationship management
  • Inventory management and forecasting
  • Order processing
  • Warehousing and transportation
  • Customer service and feedback

2. Sales and Marketing:

The sales and marketing process is the force that drives an organization’s revenue. It involves strategies to promote products or services, attract potential customers, and convert leads into sales.

Effective sales and marketing strategies not only boost revenue but also create viability for the brand and encourage customer loyalty; it’s an important one to get right.

Steps Involved:

  • Market research to identify target audiences and their preferences
  • Developing marketing campaigns tailored to the target audience
  • Implementing sales techniques to close deals
  • Analyzing campaign performance and adjusting strategies accordingly
  • Building and nurturing customer relationships for repeat business

3. Quality Assurance:

Quality assurance (QA) is the systematic process of ensuring that products or services meet specified requirements and standards. It’s about delivering the best possible product to the customer every single time.

QA builds trust with customers, reduces errors and rework, and ensures consistent product quality.

Steps Involved:

  • Setting quality standards based on customer needs and industry benchmarks
  • Regularly inspecting and testing products or services against these standards
  • Identifying areas of improvement and implementing corrective actions.
  • Training teams on quality protocols
  • Continuously monitoring and updating quality standards

4. Product Development:

Product development is the lifeblood of tech companies. It encompasses the journey from conceptualizing a product to its launch.

Staying competitive in the tech world requires continuous innovation and the ability to bring new products to market efficiently.

Steps Involved:

  • Ideation and conceptualization of a product based on market needs
  • Design and prototyping
  • Testing and quality assurance
  • Launch and post-launch support

5. Order Fulfilment:

For e-commerce businesses, order fulfillment is the end-to-end process of receiving, processing, and delivering customer orders.

Timely and accurate order fulfillment is crucial for customer satisfaction and loyalty in the e-commerce space.

Steps Involved:

  • Receiving orders through the online platform
  • Picking and packing products in the warehouse
  • Shipping and logistics management
  • Handling returns and exchanges

6. Patient Care:

In the healthcare sector, patient care is the central process, ensuring that patients receive the best possible care tailored to their needs.

The quality of patient care directly impacts individuals’ health outcomes and the healthcare institution’s reputation.

Steps Involved:

  • Patient admission and initial assessment
  • Diagnosis and treatment planning
  • Medical intervention and monitoring
  • Discharge and post-treatment follow-up

Recognizing, refining, and optimizing these key business processes is necessary for every department and the wider organization to thrive and maintain its competitive edge. But we don’t want to leave it there. Let’s discuss the less apparent processes necessary for protecting your business.

Critical Business Processes Examples

Critical Business Processes Examples for Safeguarding

Safeguarding your business is more than just another process to draw up. It’s how you protect yourself, your staff, and your clients from malicious behavior.

In this section, we’re going over the three processes that shouldn’t be overlooked:

1. Crisis Management:

Crisis management is the structured approach a business takes in response to unexpected and potentially harmful events. These events could range from natural disasters to PR scandals.

A well-handled crisis can protect a company’s reputation, while poor management can lead to significant financial and reputational damage.

Steps Involved:’

  • Identifying potential crises and assessing their impact
  • Developing a crisis response plan with clear roles and responsibilities
  • Communicating effectively with stakeholders during the crisis
  • Post-crisis analysis and refining the response plan for future incidents

2. Data Protection and Cybersecurity:

Data protection and cybersecurity are fundamental requirements for any business operating online or using any computer-based tools. Safeguarding sensitive information from breaches and unauthorized access is crucial.

Data breaches can lead to financial losses, legal repercussions, and a tarnished brand image.

Steps Involved:

  • Conducting regular risk assessments to identify vulnerabilities
  • Implementing robust cybersecurity measures, including firewalls, encryption, and multi-factor authentication
  • Training employees on data protection best practices
  • Regularly updating and patching systems to defend against new threats

3. Compliance and Regulatory Adherence:

Compliance and regulatory adherence refer to a business’s commitment to abide by industry regulations, laws, and standards. This can range from financial reporting standards to environmental regulations.

Non-compliance can result in hefty fines, legal actions, and a damaged reputation.

Steps Involved:

  • Staying updated with relevant laws and regulations
  • Implementing internal controls and audits to ensure adherence.
  • Training staff on compliance requirements
  • Promptly addressing any non-compliance issues and rectifying them

While all business processes are essential, these critical processes demand an extra layer of attention and precision. In many countries, it’s not just something you should do; it’s a legal requirement. Consider Europe’s GDPR and the California Consumer Privacy Act (CCPA), which outline strict guidelines for data protection and consumer privacy.

Proper execution and continuous refinement of these processes are non-negotiable for organizations aiming for long-term success and resilience.

Conclusion

From the daily routines to the unexpected challenges, the depth and breadth of business processes span across every department and touch every aspect of an organization.

Regularly review, refine, and adapt your processes to the changing needs of your business. You’ll be well-positioned to navigate the complexities of running a business with agility and foresight.

Why Every Project Needs a Captain: The Importance of Project Managers

Image represents why project managers are important

Imagine a scenario where a project is like a ship sailing without a captain. There’s no one to steer, no one to plan the route, and no one to keep things on track.

Everyone on the project team is trying their best, but there’s confusion. People aren’t sure who’s responsible for what, and important tasks get overlooked. What’s more, the project might face delays, and costs could go over budget.

Not the perfect scenario, right?

But that’s what projects without a project manager look like. It’s like trying to build a puzzle without the picture on the box – you can do it, but it’s much harder, and it takes longer.

In this blog, we’ll explore why project managers are so important. We’ll break down their essential role and discover why project managers are the driving force behind successful projects.

Why Project Managers are Important

Why Project Managers are Important: The Impact of Project Managers on Project Outcomes

Project managers, often seen as an extra cost, might just be the secret ingredient your projects need.

So, instead of dismissing them, let’s explore the powerful benefits these PMs can offer.

Mastering the Big Picture

1. A Better Understanding of the Business

Successful project managers understand the business and how their project fits into the overall strategy. Team members, for example, don’t have this big picture. And, in most cases, they’re not required to. That’s where project managers’ role becomes so essential. They know what exactly needs to be done so that the project delivers real value.

Navigating the Project Triangle: PMs and Constraints

2. Improved Time Management

Ever heard of the saying “Time is money”? Well, project managers are the time tamers who ensure your project doesn’t turn into a time-consuming black hole. They keep everyone on schedule and deliver results on time.

3. Better Resource Allocation

Good project managers have a knack for resource allocation, making sure you have the right people and materials. It’s like having a backstage pass to the show of resource efficiency.

4. Preventing Scope Creeps

Project managers are the sheriffs of project scope. In other words, they make sure the project stays within the defined boundaries. This prevents scope creep from turning it into a never-ending, resource-draining nightmare.

Keeping the Team in Harmony: Beyond Individual Roles

5. Quality Guardians

Project managers guard the gates of quality. They ensure your project outcome shines like a polished gem and doesn’t end up as a half-baked idea.

6. Motivational Gurus

Need some pep in your project’s step? Project managers are the motivational gurus who inspire their teams to tackle challenges with gusto.

Effective project managers never underestimate the power of recognition and appreciation. They celebrate team successes, both big and small, and acknowledge individual contributions. Recognizing efforts and achievements publicly can boost team morale and motivation.

Remember, without motivated team members, even the most well-planned projects can falter.

7. Understanding who wants what

Expert project managers excel in handling stakeholder ecosystems. They understand the diverse needs, motivations, and expectations of stakeholders. Be they executive sponsors or end-users. Also, they pick the right communication channels to boost collaboration.

8. Coordinator of Efforts

Difficulties in achieving your shared goals? Project managers coordinate the efforts of everyone involved in a project. This requires effective communication, leadership, and direction.

Certain projects, such as SaaS, typically involve cross-functional teams. This means developers, designers, product managers, and QA testers should work together efficiently.

Critical Skills for Project Managers

3 Critical Skills for Project Managers

When exploring the importance of project managers, three major skills always stand out. Below, we explore them one by one.

1. Risk Management: PMs as Project Saviors

Project managers are essential specifically for complex, high-stakes projects for several reasons, as outlined below:

Project managers are responsible for identifying and managing risks. This is especially important for complex, high-stakes projects where the risks can be significant.

Project managers spot potential project storms on the horizon and wield their umbrellas of planning and mitigation.

Beyond identifying risks, expert project managers use risk analysis techniques such as Monte Carlo simulations and SWOT analysis. This enables them to quantify and prioritize risks more accurately, leading to better decision-making.

2. Resilience in the Face of Setbacks

Many may wonder, “Why is a project manager important?”. And the answer lies in their role as a superpower that leads the team to the finish line.

Resilience is all about having a strong, flexible backbone when things don’t go as planned. Project managers often encounter problems or unexpected twists in their projects. The importance of project managers lies in their ability to stay strong and adapt when these setbacks happen.

They don’t panic; instead, they keep their cool and figure out how to navigate through rough waters.

3. Project Managers as Communication Experts

Ready for some statistics? According to the Project Management Institute (PMI), poor communication is a big reason why 56% of projects fail. This means that when people on a project don’t communicate well, it can lead to serious problems. Even a failure.

With globalization, project managers often work with diverse teams and stakeholders across borders. Expert project managers understand nuances in communication, and they can work with people with different cultural backgrounds.

When project managers communicate well, it means team members, stakeholders, and clients are all on the same page. This prevents confusion and misunderstandings.

So, project managers are not just planners; they’re also excellent communicators who ensure everyone knows their role and the project’s progress.

Qualities to Look for in a Project Manager

What Qualities to Look for in a Project Manager?

If you’ve ever dealt with a project manager who made you want to roll your eyes, no worries. We’ve all been there.

To make sure your next project manager is a better fit, let’s talk about the main qualities to keep an eye out for:

Positive Mindset

When problems show up in a project, a good project manager stays cheerful and positive. They think of problems as chances to learn and grow, not as big roadblocks. This happy attitude rubs off on the team and keeps everyone motivated.

What’s more, it helps people be creative and smart when they’re figuring out how to solve issues. So, staying positive isn’t just a mood booster; it’s a teamwork booster too.

Emotional Intelligence

Emotional intelligence is a fancy term for being good with feelings. A project manager with high emotional intelligence can handle their own feelings well, especially when things get tough. They stay calm and think clearly.
Also, they understand how others are feeling, which is super helpful when problems come up. This understanding makes it easier to work together and find solutions. Plus, it’s great for making everyone on the team feel valued and heard.

Learning from Failure

Learning from failure is like turning mistakes into stepping stones. When things go wrong in a project, good project managers don’t get discouraged. Instead, they take a good look at what went wrong and figure out why. This helps them get better and avoid making the same mistakes in the future.

Seeking Support and Guidance

Good project managers know they don’t have to do everything on their own. When faced with difficulties, they’re not afraid to ask for help or advice from others, like experienced coworkers or experts.

This teamwork and shared wisdom can help them solve problems faster and better. It’s a way of saying, “Hey, we’re all in this together, and we can make it work.”

PMs in Modern Challenges

Adapting to the Digital Age: PMs in Modern Challenges

In the digital age, the importance of project managers shines even brighter. In fact, PMs play a key role in helping teams and businesses adapt to new challenges in the digital age.

Here are some ways project managers can help:

Learning new skills. In today’s fast-changing digital world, project managers need to keep learning. Just like picking up new tricks for a favorite hobby, they acquire fresh skills to stay effective. These skills help them handle the challenges of modern projects, much like having the right tools for a job.

Using project management tools. With their newfound skills, project managers turn to different tools to help them understand what’s happening with a project. That’s when Teamly comes into play. As a powerful project and task management tool, Teamly helps you juggle tasks, deadlines, and team members effortlessly. It’s like having a high-tech assistant that turns complex projects into a walk in the park.

Adopting fresh approaches. As the digital age keeps changing how things work, project managers face a choice. They can either stick to the same old methods or try out new ones.

Imagine it as choosing between a well-worn path and an exciting new trail. Innovative companies like Uber and Airbnb are like trailblazers – they challenge the usual way of doing things. The question for project managers is: are they ready to explore these new trails, or will they stick to the familiar path?

Let’s Sum It Up!

So, are you launching a new product? Or building a moon-landing spacecraft? You need project managers who can deliver projects, large or small, on time and within budget.

They’re the glue that binds concepts, resources, and dreams into real achievements.

They’re like the organizers of chaos and the driving force that keeps everything on track. If something doesn’t go as planned, they’re experts at adjusting and solving problems.

But what makes project managers truly special is how they turn complicated projects into simple, step-by-step plans. They’re the ones who make sure everyone knows what to do and when to do it. When mere management isn’t enough, they bring in leadership skills to keep everyone motivated and focused on the finish line.

Ultimately, project managers work like magic to turn chaos into successful projects, showing us why they are truly important.

12 Examples of Workplace Retaliation…And 3 Tips on What You Can Do About It!

Image represents workplace retaliation

We’ve all worked in those organizations where something’s off. The secretive glances, the terse emails, the cold greetings at the water cooler all smell fishy.

Then one day you request time off for a religious holiday, or point out an overt error in the books. A few hours later, your boss shows up with a huge stack of papers, and dumps them on your desk.

“Shred them,” he snarls and huffs away.

You look around to your coworkers and their days are humming along as normal. You’ve been singled out exclusively for this menial task. What do you do? Shrug it off, do the work and move on?

Left unchecked, retaliation sets a wet blanket of fear over company culture. It gives criminality and injustice free reign in the workplace. People sense that when they speak out or request their due, claws immediately sink into their back. Transparency is replaced with gossip chains. Mistrust abounds.

But retaliation can be subtle. Oftentimes, an employee can’t even be sure if an incident really constitutes retaliation. And even with the finest employment lawyer on the case, it can be even trickier to prove.

Just what constitutes workplace retaliation? And how does one guard against it in the workplace? If you want answers to these questions, then read on. This article looks at the most common examples of retaliation in the workplace, plus a few guidelines for fighting against it.

Conditions for Illegal Retaliation

The 3 Conditions for Illegal Retaliation

At its essence, workplace retaliation is revenge. It’s when the actions of one employee spurs another employee, generally a manager or boss, to lash back in either subtle or overt ways. Given the power imbalance, it’s common for retaliation to go unchecked.

Fortunately, in this day and age, equal employment opportunity (EEO) laws protect employees against many incidents of workplace retaliation. Workplace retaliation isn’t always illegal, however. An employee can only seek legal recourse when the retaliation is caused by an action protected under EEO law.

The purpose for the legal protection against retaliation is to preclude a workplace environment where certain rights are unprotected, and certain laws violated.

Let’s demonstrate what this means with an example. Say an employee receives suggestive text messages from her manager, and she files a harassment complaint against him. The next day, this manager berates her work ethic in front of colleagues, even though he’d just given her a flawless performance evaluation. This verbal abuse, demonstrably motivated by the harassment claim and not poor work performance, is an example of illegal retaliation, as refusing advances in the workplace is protected under EEO laws. When left unchecked, it creates an environment where harassment is the norm.

However, let’s say this same employee files a complaint to HR against a loafing employee who forces her to pick up the slack on all the projects. In retaliation, the loafing employee also verbally abuses her in front of colleagues. This retaliation isn’t illegal, as while calling out a loafing employee is perfectly reasonable, it’s not an action protected under EEO laws.

Here are some of the actions protected by EEO laws that commonly incur retaliation:

  • Whistleblowing. An employee is legally protected against retaliation when he or she calls out glaring illegal work practices and reports them to authorities.
  • Requesting disability or religious exemptions. An employee who requests time off to celebrate a religious holiday is legally protected against retaliation.
  • Requesting salary disclosure in order to reveal discriminatory wages. An employee may sense she’s being denied raises that her coworkers have received, and request salary information on them. This action is legally protected.
  • Refusing advances and reporting harassment. No one is expected to endure harassing behaviors, and calling out this behavior is an employee’s right.
  • Refusing to follow orders that would result in discrimination. A human resources employee can ignore his manager’s instructions to not hire people based on their religion or skin color, for example.
  • Requesting or taking a leave of absence under the Federal Leave Act.
    Filing for work compensation benefits, such as wages lost due to an injury.

In summary, the three criteria for illegal workplace retaliation are:

  1. The initial action is protected under EEO law.
  2. Retaliation occurs.
  3. The retaliation fosters a work environment that discourages other employees from asserting their legal rights.

With these clarifications under our belt, let’s now look at some of the common manifestations of workplace retaliation.

Examples of Workplace Retaliation

12 Examples of Workplace Retaliation

As most of us know all too well, workplace retaliation is very real indeed. However, it can be subtle, and so difficult to recognize and even more difficult to prove. From the overt to the most subtle, here are twelve of the most common manifestations of workplace retaliation.

1. Job Termination

Say an employee files for workers compensation after receiving an injury on the job. Then he is fired. This is an overt example of retaliation.

2. Demotion

If an employee refuses the advances of her manager, and then is repeatedly assigned to projects below her skill level, she’s the recipient of retaliation.

3. Salary Reduction

If an employee reports harassment from a coworker, and at her next meeting she is denied a bonus or a raise, this may be an incident of retaliation.

4. Punitive Assignment

Every position entails its fair share of busywork, and sometimes this work comes in deluges. But when one individual is singled out for remedial work while other employees carry on as usual, it’s a sure sign of retaliation.

5. Changing Conditions

Forcing an employee to work weekends, denying an employee a regular work schedule, or moving an employee to a less desirable work environment all are common methods of retaliation.

6. Unmerited Discipline

If an employee were to request salary information on some of her peers, citing that her motivation is to uncover discriminatory wages, and then she is suspended without due cause, it’s a likely incident of retaliation.

7. Defamation

Another common scenario for retaliation is when a manager sends out an email that falsely and negatively reports a worker’s job performance.

8. Third Party Acts

Say an employee requests a leave of absence for maternity leave, and then the following week, her cousin who also works for the company is defamed in an email and demoted. This is a possible incident of retaliation. But as it may be difficult to prove the correlation between the two acts, it is a more subtle example of it.

9. Verbal Abuse

If a manager screams at an employee just after he reports the company’s illegal behaviors to the feds, it’s quite likely an incident of retaliation.

10. Increased Scrutiny

Say an employee is accustomed to completing her job duties with little to no supervision from her boss. Then she reports her boss for sexual harassment. In the ensuing weeks, all her work is inspected as it’s never been in the past. Unless her boss has a good explanation for this increased scrutiny (say, the worker’s performance had significantly declined), then it is an example of retaliation.

11. Exclusion

Say an employee takes on the role of whistleblower, and calls out several managers for concealing critical information. In retaliaion, she is no longer invited to Friday happy hours, where much business discussion takes place.

12. Avoidance From Coworkers

Maybe an employee refuses the advances of her manager, and tells him outright she’s not interested. As a result, he discontinues any contact with her whatsoever. This is an incident of retaliation, as the manager needs to continue to interact and engage with her as he would any employee.

And this summarizes twelve common examples of workplace retaliation. Even when subtle, it is possible to prosecute retaliation. Let’s now turn towards strategies for building a retaliation case.

Building a Retaliation Case

3 Guidelines for Building a Retaliation Case

Retaliation is tricky. It generally comes from a person with more seniority, and so an employee may feel intimidated to report or challenge it. It can also be so subtle that the employee struggles to convince anyone that it’s real, and cannot present documentation to an employment attorney.

At the same time, retaliation cannot be brushed under the rug and endured. When accepted as a matter of course, workplace retaliation builds a company culture where people are ruled by fear and punishment.

Let’s cover a few guidelines for how to recognize and build a case that can prosecute an employee for retaliation.

1. A Short Window Between the Complaint and Retaliatory Incident

Retaliation is about cause and effect. It’s when one person acts in direct response to another person’s action. Generally, a retaliatory act that occurs immediately after the complaint or initial action is overt and easy to prove. A time lapse of several weeks or months, however, creates murkiness and weakens a claim of retaliation. Say, for example, an employee reports sexual harassment, and then three months later her boss fires her. The boss could well cite poor work performance over the previous three months that led to the firing, rather than the report of harassment.

2. Good Documentation

Documenting retaliation can be difficult, as the retaliatory employee will always cite another reason for his or her behavior. A winning retaliation case, then, is supported by documentation of both the initial complaint and the retaliatory conditions.

First of all, it’s necessary to prove that the employee took actions that were legally protected. Whether he or she filed for disability, refused advances, reported harassment, or did something else covered by EEO law, this action needs documentation. An email, for example, that reports harassment to HR, as well as documentation of the unwanted advances, serves as documentation.

Next, it’s necessary to prove that the retaliation occurred. Say the retaliation is a demotion. The employee then documents her former income and workload with pay stubs and emails, and then her subsequent working conditions with similar documentation.

3. Witnesses

Some forms of retaliation by their nature are not documented, such as verbal abuse. In these instances, witnesses serve to build a case. Soliciting testimony of witnesses right after the incident occurred accurately records the veracity of the retaliation.

Conclusion

Retaliation creates a toxic culture where employees won’t speak out against injustice because they fear the consequences.

One problem with workplace retaliation is that it’s oftentimes subtle, and can leave an employee wondering whether or not the retaliation even occurred.

Many incidents of retaliation are protected under EEO law. Even when it’s subtle, these incidents, when well documented, can be brought to justice under the law.

Pro-Tips & Examples for Giving 360 Feedback to Your Peers, Subordinates and Your Boss

Image represents 360 Feedback

Nobody feels neutral about giving or receiving feedback. When the feedback request email lands in their inbox, some people feel annoyed and think, “As if I can really tell my boss how I feel about her in this ‘anonymous’ form!” Others feel relief. “Finally I have a chance to unload on my coworker who Drives. Me. Crazy.”

Regardless of our feelings, providing feedback is a matter of course in many workplaces. Whether you’re the person giving it, the person receiving it, or the manager assessing it, feedback provides a powerful tool for individual and team growth.

More and more, the 360 degree feedback method has become the preferred performance management system (PMS). This method assesses individual performance based on feedback from multiple people, including subordinates, peers, bosses, managers and sometimes even clients. Generally, the method is rolled out across an entire department. When executed properly, it can strengthen both individual work performance and team synergy. When executed poorly, however, it produces the opposite: hurt feelings, mistrust and a weakened culture.

Let’s look at some examples for giving 360 feedback to your boss and peers, and underscore how to maximize this system for optimum benefits.

Image Represents The Pros & Cons of 360 Feedback

The Pros & Cons of 360 Feedback

A 360 review aims to gain a full understanding of an individual’s skill set and work habits. Generally, a person receives feedback from their boss, a few people they’ve done projects with, and subordinates. It’s proven to benefit the feedback recipients, the providers of feedback, and the overall organization. But it does have its downsides as well. Let’s take a look at both sides of the coin.

The Benefits of 360 Feedback

Whereas traditionally, an individual only received feedback from his or her manager, 360 feedback allows peers, subordinates and clients to chime in as well. This comprehensive perspective picks up on work habits and characteristics not captured in exclusively downward feedback. It alerts an employee to his or her blind spots and outlines a path for career advancement. It’s also demonstrated to benefit minorities and women in the workplace more than a traditional feedback model.

The 360 PMS also benefits the person providing the feedback. It validates the perspective of every individual, regardless of their position within the organization. It allows subordinates to voice legitimate concerns they have with their boss and managers.

For management, the 360 method provides a means to build and reinforce the culture. It demonstrates to all employees the behaviors an organization values, and those it discourages. For example, a transparent culture reinforces its values by rating employees by criteria such as agreeableness and approachability. It also provides management with a breadth of feedback on individual employees, which helps to identify who to select for a promotion.

The Downsides to 360 Feedback

Of course, the 360 method isn’t perfect. It takes time and money to conduct the process proficiently. Not only does it require each employee to fill out multiple feedback forms, but collecting and synthesizing the numerous feedback forms is a lengthy process as well.

Often the feedback isn’t reliable, either. When employees feel that the method isn’t perfectly anonymous, they’ll withhold revelatory answers to open ended questions. Allowing employees to select feedback recipients introduces bias, as they’re more likely to choose the path of least resistance and avoid providing feedback on a difficult or contentious employee. Some use feedback as an opportunity to sandbag or tattle, which quickly becomes nonconstructive.

With so many clear benefits to the 360 method, it’s understandable why it’s employed. Let’s consider some strategies to avert the pitfalls and make the most of this method.

Giving Feedback

4 Pro-Tips For Giving Feedback, With Examples

Helpful feedback fosters growth and creates positive change. Here are some tips with examples for maximizing the 360 feedback method and capitalizing on its potential.

1. Be Professional

360 feedback is anonymous, but it’s not confidential. While the feedback isn’t disclosed indiscriminately, certain people are certain to read it, such as your manager or human resources employees. And the substance of the feedback you provide reflects on you.

As such, it’s prudent to keep the feedback on the up and up. It’s not a venting session or a space for unfiltered thoughts. While grievances may be valid, airing them in a feedback form may come across as petty and divisive, and it may even sound like complaining.

Professional feedback veers away from emotional language. It supports assertions with objective facts, and uses supportive language.

A statement such as “She dumped all of her personal problems on us at work and it’s been unbearable.” could be rephrased to say, “Sarah’s diverted attention at times placed undue burdens on me.”

2. Give Actionable Feedback

Feedback aims to bring about improved performance. Coaching language helps to achieve this.

Here’s an example: “While Alexa is excellent with her organization and her planning, she has a tendency to hold all of the information to herself. Perhaps if she made a continuous practice of bringing her concerns to the team, it might alleviate some stress and improve her contribution at meetings.”

3. Find Opportunities for Praise

The language in feedback builds a culture. Subtle digs foment competition, while supportive language creates openness and trust. Feedback is a window of opportunity to validate another’s contributions, and this support goes a long way.

Here’s an example of feedback that builds and supports. “I was blown away by the slideshow James built for the presentation. His contribution was integral to gaining stakeholder buy-in and for the project’s overall success.”

4. Give Holistic Feedback

When providing constructive feedback, the tried-and-true compliment sandwich is a good formula to stick to. Approaching criticism with empathy increases the likelihood that the recipient receives the feedback openly.

As an example: “Josh generally is even keeled, and his calm keeps everyone collected during busy periods. However, his moderate pace often causes us to miss significant deadlines.”

With this summary of feedback tips, let’s now turn to some things to avoid when providing feedback.

Feedback No-Nos

5 Feedback No-Nos

Unless you’ve got a skin of steel, receiving feedback can be a challenge. If it comes out of left field, it feels more like a dig than constructive criticism. Keeping feedback from being more harmful than helpful requires sticking to a few guidelines. Here are four things to avoid when filling out feedback forms.

1. No Sandbagging

Feedback isn’t the space to collectively target one individual with the objective to get him or her disciplined or run out of the office. Feedback reflects on the giver as much as the recipient. And participating in sandbagging demonstrates a lack of teamwork and cooperation.

Of course this is nuanced, as some individuals certainly merit criticism from time to time. And so this isn’t an admonition to gloss over an employee’s unbearable work ethic. In such a scenario, it’s advisable to contribute feedback independently from other employees, use professional and objective language, and confine feedback to actions that affected you personally.

For example, “Jerry is a headache to work with and everyone on the team thinks so” might be rewritten as, “Jerry’s frequent unexplained absences leave me unsupported and unable to perform many of my daily tasks.”

2. No Emotion

It’s easy to get worked up over a difficult co-worker. However, the better place to vent frustrations is over happy hour with a friend, and not on a feedback form. When it comes to writing feedback, steer clear of emotional language and stick to the facts.

For example, “Lisa is a mean, nasty gossip and she’s cultivated a toxic work environment,” could be rewritten as, “While Lisa is proficient and skilled at her job, she consistently demonstrated unprofessional behavior towards me and other employees that discouraged cooperation on projects.”

3. No Tattling

Feedback isn’t the window of opportunity to report on someone. If there are legitimate complaints or issues with an employee, these can be addressed either by speaking to the individual directly, or scheduling appointments with human resources.

4. No Dumping

While anonymous, feedback isn’t this isn’t an opportunity to “finally get it out” and let someone have it. Ideally, feedback won’t come out of left field. It’s healthy to address major issues in the day to day, rather than sweep things under the rug until it’s time to provide formal feedback.

5. No Uniform Responses

Human resources and managers review feedback forms, and the integrity of the responses reflects on you. Giving uniform responses across the board indicates a lack of cooperation. It also undermines the entire endeavor, as feedback is meaningless when it’s all the same.

If you don’t know the person or didn’t work with them enough to provide meaningful feedback, it’s ok to indicate this. Otherwise, tailor feedback to each individual and dedicate the time necessary to provide constructive feedback.

Giving Feedback to Your Superiors

3 Boss Tips on Giving Feedback to Your Superiors

We all have something we’d like to change about our boss or supervisor. They micromanage, they’re too hands off, they don’t offer support, they don’t delegate; the list of issues is endless.

The dynamic of the boss relationship, however, is such that they’re not always poised to listen. They’re conditioned, rather, to be in the driver’s seat.

Taking this into consideration, let’s consider how to give feedback to a boss in such a way that it’s received and listened to.

1. Be Objective

Rather than accuse or use emotional language, stick to the facts when providing feedback to a boss. If he overworks employees, explain what that looks like. “The team consistently puts in 12 hour days during the final weeks of every project.” If the boss is too hands off, then show what the lack of communication looks like. “Jeff sat down with the team only once during the six week project.”

2. Be Empathetic

You have your perspective on your workplace, but chances are your boss’s is entirely different. Empathetic feedback that acknowledges her unique pressures and obligations is more likely to land on soft ears.

3. Provide Solutions

A boss appreciates employees with initiative. Rather than blaming or pointing fingers, feedback that provides solutions can be the ticket to solving workplace conundrums. “Poor management and lack of resources forced every single deliverable to be late” could be rephrased as, “Perhaps initiating a pull kanban workflow would allow the team to consistently meet deadlines.”

Conclusion

It’s common to have negative attitudes toward feedback, and to either dread giving it or believe that it’s ineffective.

The truth is that good feedback builds a strong culture. But providing effective feedback is a skill. It means sticking to objective language and veering away from things like sandbagging and tattling.

Everyone seeks improvement and wants to advance in their career. And feedback is one of the means to getting there.