How to Use the MoSCoW Prioritization Method in Agile Project Management

MoSCoW Prioritization Method

If a genie granted you one wish, what would you ask for? To retire at 40? A second home in Hawaii?

What if he granted you three wishes?

Since this is just fantasy, let’s go ahead and dream really big…..imagine you had ten!

Chances are, with ten wishes, you’d be tied up in knots, flummoxed, trying to find clarity amongst your “must haves.”

Identifying priorities in a really complicated project feels about the same.

When looking through the product backlog feels like rifling through the kitchen catch-all drawer, how do you distinguish the “must-dos” from the “must-do-right-nows”?

Even when you know the deadline, and a lot of other constraints, it’s hard to know where to actually begin.

When you’re tangled up in a must-trap, it feels like the only way out is for a genie to appear, sort through everything, and tell you: “Here. This is what you need to work on Right. Now.”

The truth is, you can get untangled yourself. The MoSCoW Method of prioritization lets you know what you need to work on now, and what tasks can be put off until tomorrow. And it’s really simple to boot!

That’s not too hard to believe, is it?!

The Moscow Method Defined

The Moscow Method Defined

When you hear about the MoSCoW Method for the first time, it probably conjures up images of St. Basil’s Cathedral, the Kremlin, and Red Square.

The truth is, however, that the MoSCoW Method has nothing to do with Russia at all!

It was developed in 1994 by Dai Clegg, a software developer working at Oracle. MoSCoW really represents the acronym, MSCW. The vowel sounds are added to make it easier to pronounce (and it makes it sound pretty cool, too!).

Each letter in MoSCoW represents a separate layer for task prioritization: Must, Should, Could, and Won’t. By organizing tasks into these categories, a team finds clarity around what it needs to work on right now, and in the near future.

Here’s a breakdown of the kind of tasks that go in each category.

  • Must
    A must is any task that’s essential to a project. It’s part and parcel to the overall objective, and not doing it would create a bottleneck.
    Musts include any feature requirement from a client. These are the things to put into a sprint backlog for the upcoming iteration.
  • Should
    Shoulds are things that need to be completed, but aren’t on the front burner. These can stay in the product backlog for a later i
  • Could
    Coulds are ancillary tasks; things that would be nice to do, given that resources are available. They don’t need to happen in this iteration or the next. Coulds go into the product backlog.
  • Won’t
    Won’ts are any tasks that just can’t happen within the constraints of the project, and aren’t required to meet basic requirements. Won’ts are removed from the product backlog.
    Won’ts are also sometimes referred to as “would haves” or “wish to haves,” because they can be things that would improve a deliverable, but are just outside of the scope or budget.

An Example Using MoSCoW

An Example Using MoSCoW

It’s all pretty simple, huh? The MoSCoW Method is helpful in the initial stages of project planning, as it’s about clarifying and crystallizing what the project really is all about. It helps to manage expectations for all stakeholders.

Let’s look at an example of using the MoSCoW Method at the beginning of a project. Let’s say you’re planning the remodel of a kitchen.

The musts include the primary reasons for the remodel, such as moving the dishwasher next to the sink, improving the lighting, and increasing the size of the sink.

The shoulds are things that need to be taken into account, secondarily. This may include things like putting outlets in the right places.

Coulds are special things to add, such as custom cabinets or a tile backsplash, so long as they work into the time frame and budget.

Won’ts are things that just won’t happen, given the overall constraints. These might include things like adding a Viking stove, because it’s too expensive, or a marble countertop, as it wouldn’t handle moisture.

Strengths of the MoSCoW Method

Strengths of the MoSCoW Method

MoSCoW makes it easy to chart a course at the beginning of a project. Let’s look at a few reasons the MoSCoW Method assists in successful project implementation.

A Simple Conceit

The MoSCoW Method, as you’ve just witnessed, is pretty easy to explain and understand.

Unlike scrum or many of the principles in agile, anyone can figure out MoSCoW in just a few minutes.

This simplicity allows the business, customer, developers, and any other stakeholders in a project all to participate and make meaningful contributions toward determining the musts, shoulds, coulds, and won’ts of a project.

Broad Buy-in

When all stakeholders are able to participate in discussing projects, and all of the tasks are ordered and prioritized, it makes the entire project transparent.

It’s much easier to get stakeholders on board when they see all the cards laid out, and can offer their own perspective.

And as any project manager will tell you, having every stakeholder understand the goal and constraints of a project from the beginning is critical to its success.

Crystal Clear Objectives

When a project has too many North Stars, or there’s some sort of a “let’s do this” mentality without much of a plan, the team flails and it creates a lot of dissension later on.

The MoSCoW Method creates clarity around what a project sets out to do (and what it won’t do) from the very beginning. This is perhaps its greatest strength.

When all the stakeholders understand a project’s final objective, it really helps to manage expectations down the road, and decreases the likelihood of having to change course late into the project.

As you can see, Clegg was really onto something when he developed the MoSCoW Method. It didn’t catch on just because of the great name.

Nor is it sheer perfection, however.

Weaknesses of the MoSCoW Method

Weaknesses of the MoSCoW Method

Although an effective project management tool, The MoSCoW Prioritization Method isn’t fool-proof. Let’s look at a few of its flaws.

It’s Too Simple

But wait! Isn’t simplicity one of MoSCoW’s strengths?

Well, as with so many things in life, one of the strengths of the MoSCoW Method is also one of its biggest weaknesses.

Although MoSCoW is a great way to plot out a project at the beginning, this isn’t a stopping point.

Simply putting tasks into four categories doesn’t provide enough clarity to move forward. When you have six to eight things in the “must” category, it’s necessary to dig and refine a bit further to determine where to actually begin.

Additionally, if these “must” tasks are really huge, they need to be broken down and simplified into stories that can be completed in a sprint.

For larger complex projects, it’s also helpful to organize stories into epics, themes, and features in order to find clarity around priorities and determine what to put into a sprint.

Bogus “Musts”

A project with a lot of stakeholders generally means a variety of interests and motivations.

An agile team plans each iteration with the end user in mind. However, managers higher up in the chain of command may well work toward different incentives, and create “musts” that don’t really benefit the project, but that are motivated by politics or pay.

With a variety of conflicting “musts”, the agile approach of working toward the end user gets sidelined, and a team may end up having to complete a “must” that doesn’t really improve the deliverable at all.

Fixation on Musts

The MoSCoW Method is a bit like waterfall in that it creates a set of priorities at the onset.

The team can easily become cemented into these objectives, even when the client’s needs change, or the market changes in the duration of the project.

As it wouldn’t allow for fluidity and change, depending entirely on MoSCoW Method may lead to a dissatisfied client.

As you can see, although MoSCoW has a lot of strengths, it’s not something that a team should lean on entirely. It’s important to be aware of this method’s shortcomings as well, and to use it judiciously.

MoSCoW With Agile Teams

MoSCoW With Agile Teams

Using the MoSCoW Method really helps agile teams prioritize the product backlog for the upcoming iterations. Plus, it keeps the team from wasting time on pointless tasks.

However, when using the MoSCoW Method, it’s necessary to keep the principles of the Agile Manifesto front-of-mind as well.

Here are a few pointers.

Gather Input from All Stakeholders

Although a scrum team in isolation can easily come up with its own musts, shoulds, coulds, and won’ts, this list would look pretty different than someone else who has a stake in the project.

The Agile Manifesto says to value “individuals and interaction over processes and tools” and that “our highest priority is to satisfy the customer.”

In creating the product backlog, a team needs to gather input from all stakeholders.

An integrated list of priorities that considers all perspectives makes a project better poised to chart a path that satisfies the end user.

Use Mental Agility

Although it’s helpful to us MoSCoW to identify a project’s “musts” and “shoulds,” an Agile team also needs to be cognizant of the principle from the Agile Manifesto that states: “welcome changing requirements, even late in development. Agile processes harness change for the customer’s competitive advantage.”

Mental agility refers to a team’s ability to adapt and course correct.

When a team identifies that the client’s needs have changed over the course of a project, it uses this mental agility to scrap some of its plans, and readjust.

Clarifying “musts” and “shoulds” provides much-needed guidance. But it’s just as necessary to allow for course correction.

Stay in the Weeds

The MoSCoW Method can look a bit like a gantt chart: it plots out an entire project at the very beginning.

This big-picture approach goes against the agile process of creating increment during each sprint, reflecting then pivoting.

In order to be agile, teams need to keep the big-picture approach, but to focus on each sprint as well. The increment, feedback and reflection may alter the course.

In sum, the MoSCoW Method is a helpful tool for an agile team. But it shouldn’t be used like a compass. Some of the rigidity implicit in the MoSCoW Method really brushes against the agile methodology and could chart the team off course.

Conclusion

Have you ever seen that hilarious motto people have on t-shirts and mugs that says, “I can only please one person per day. Today isn’t your day. Tomorrow isn’t looking good either.”?

Ha ha, at least it’s honest. Determining our musts, shoulds, coulds, and won’ts is a skill we use in all the areas of our lives.

The MoSCoW Method provides a simple approach to prioritization for projects.

This simplicity allows a team and all the stakeholders to work collaboratively and chart a clear course at the beginning of a project.

But it’s not entirely perfect. When using MoSCoW, an agile team first and foremost needs to bear agile principles in mind.

If you’re working with a remote team, consider stopping by Teamly to check out our all-in-one project management software. We make it easy for stakeholders to track a project and to stay connected, all the way through to its successful completion.

Grow A Successful Company Using Small Business Process Improvement

Small Business Process Improvement

How do you make sure your company is the one that beats the competition? No one starts a business with the idea of folding in a few months. You want to be the one that gets a significant portion of the market and create something that lasts. Maybe you want to create a legacy or have something to give to your children.

If your company is going to be the one that thrives then it needs to be highly effective, respond to changes in the market, and offer a competitive and superior service. In order to do that, you should implement process improvements as the business grows and develops.

Processes are at the core of everything a business does, from shipping to employee onboarding. Everything needs to be workshopped and designed to be as effective as possible to cut costs, save time, and leave a better impression on the company. It doesn’t stop when you create the process, things need to be changed and adapted as time goes on.

Business Process Improvement (BPI) is something every leader needs to know about. So let’s take a look at what your small business has to do to stay competitive and relevant.

What Is Business Process Improvement

What Is Business Process Improvement?

In the simplest terms, business process improvement means optimizing your workflows to be as efficient as possible. Many things could prompt a review of processes such as complaints from customers or employees reporting inefficiencies. It may also be worth including a review annually to stay on top of things.

The review of your processes can uncover areas where the business is lacking somehow. This could be the result of modern technology outpacing the business and you will need to adopt these new methods to stay competitive. Alternatively, if your customer satisfaction is dipping, there will need to be changes made to raise this metric.

Identifying the problem areas is the first step in how to improve processes in business. Do this by listening to your employees and customers as they will be the first ones to notice any inefficiencies. Once you know what the problems are you can develop a plan to improve the processes which will bring things back up to company expectations.

It’s a methodology that requires business leaders to be open to changes and ready to adapt the business when necessary. Things can’t improve if you’re not willing to make the hard choices to switch things up. Doing something new in business can be frightful but business process improvement will lead to greater satisfaction, cut costs, and keep your company agile.

Why Is Small Business Process Improvement Important

Why Is Small Business Process Improvement Important?

The business owner may have a lot of responsibilities that demand their attention. This is also the case if you have a small number of employees who need to juggle multiple roles to ensure business continuity. With extra roles on your plates, the best way to save time is by having finely tuned processes that can save time.

Small companies are usually in their growth phase which means they’re figuring things out as they go. At the start of their journey, processes are likely to be sloppy and undefined which can slow things down. However, as business owners and team members get more adept they’ll learn tricks to speed up their duties.

The business can assist its employees in this manner by focussing on small business process improvement. At this stage, it’s a good idea to have a round table with employees to discuss what’s going well and what hindrances exist in the business. Let the team lead by example and have them share any tips and tricks they have learned.

All employees have a duty to help improve processes in business. Given the opportunity to make suggestions, employees can offer up good ideas that the business owner may not have considered.

Business process improvement is a key ingredient for growth in the early stages of a company. By being open to refining your processes, you can ensure that your business stays agile and ahead of the competition. Companies that stay stuck in their ways can’t adapt to changes in technology and this will ultimately affect the bottom line.

Benefits of Small Business Improvement

7 Benefits of Small Business Improvement

It’s perfectly normal to feel attached to your current processes and shy away from the idea of change. After all, it will take time to learn new processes and it might upset your team if you have to change anything. People get stuck in their ways but this is bad for business.

If you need convincing that an annual review of your processes is necessary, let’s take a look at some of the best benefits of making improvements to processes in business. You can also use this list to talk your employees into new ideas if someone is apprehensive about proposed changes.

Prevents errors

Errors are bound to happen when a business is growing, it’s all part of the experience. The good thing is, when an error occurs, you can isolate what happened and make sure it doesn’t happen again. Whether it’s a human or mechanical error, the first time provides a unique learning opportunity for everyone involved.

Improves time frames

If your processes are improved they can save your team time to complete their tasks. This can affect the time frames you can offer your clients. A process change that saves 15% compared to the previous process increases output making your business more efficient. An annual review of processes ensures that your team stays at peak productivity.

Saves money

New processes can lead to savings on things like wages, wastage, direct, and indirect costs. The savings your business can make improve the bottom line and free up funds to be used in other areas. Saving money is always something business leaders should strive for. Business process improvements are one of the easiest ways to identify cost-saving opportunities.

Provides better value for customers

With improved time frames and money saved, you’ll be able to offer your customers better value. Keep ahead of your competition by staying efficient and working on the processes in your business. Secure your place as an industry leader by setting the standards on price and delivery times.

Increases profits

Profit is king. Every business wants to make as much profit as possible and any wasted money needs to be addressed. Reviewing your processes and implementing changes is a great way to increase your profits and will allow you to seek out additional clients or customers without increasing your overheads.

Improves communications

Inefficiencies in communication can hinder the progress of your projects and business. Communication improvements mean that employees can discuss in real-time and make decisions easily. Improving approval processes can also lead to better communication and get your team acting on things quicker.

Improves deliverables

The deliverables agreed with your client should be as efficient and effective as possible. With renewed processes, you can ensure the final product is going to impress everyone you deal with. Especially important for long-term contracts, if you can provide new products and services that your customers love, you’ll keep them around for a long time.

Common Small Business Process Improvements to Implement

There are plenty of different schools of thought to consider if you are looking for a way to improve processes in business. Methods like this have been designed to be incredibly effective and it’s worth considering which one is best for you. Some methods have been specifically designed for certain industries, while others can be used in all manner of businesses.

Here are 9 examples of methodologies you can apply to your company and improve your processes as your business develops.

Agile Management

Agile Management

Agile is a methodology that takes an iterative approach to software development. You can also apply its principles to any kind of project management. Using an Agile method means breaking down projects into smaller sprints that last between 1-2 weeks. There is a reliance on meetings to continually improve processes and make the next sprint more effective.

Teams are led by a Scrum Master who will be responsible for ensuring that Agile methodology is being adhered to and answering any questions team members have. This method helps teams to provide value to their client while continuing to grow and adapt during development.

The method focuses on continually reviewing hindrances and efficiencies at the end of each sprint. Findings will then be implemented to the next sprint so teams can work more effectively towards their goal. The process is then repeated at the end of that sprint before the next one starts.

Six Sigma

Six Sigma

Six Sigma is a method of decreasing variation in processes and creating greater process control. There is an additional method known as Lean Six Sigma which also focuses on eliminating non-value-added processes. Many aspects of each method can overlap and help your business to achieve better results.

If you want to focus on reducing variation within your processes then you will want to prioritize Six Sigma principles. For businesses who would like to assess their processes for waste, take a Lean approach to analyze the facts and data to improve customer satisfaction. The Lean method relies on the involvement of all your employees to work on process enhancement together.

The steps for implementing Six Sigma is known as DMAIC and they are:

  • Define the problem: Create a statement of what the issues found are. You can do this by using a process map, customer requirements, or a goal statement.
  • Measure the current process: Look at current performance data and any issues the team is facing. Identify any inefficiencies in the way things are done at the moment.
  • Analyze what’s causing any issues: Compare the data and processes to investigate the cause of the issues and log your findings.
  • Improve the processes: Now you need to workshop solutions for the issues that have been uncovered. Work out how to start implementing them to improve the efficiency of your processes.
  • Control (and monitoring): Keep monitoring your new processes to ensure they are working out. Continue to refine if necessary while looking out for other areas of improvement within the business.

Lean Management

Lean management is a method of continuous improvement that takes the viewpoint of the customer into consideration. It’s a long-term approach that prioritizes smaller changes to your company’s processes to facilitate improvements in quality and productivity.

You’ll focus on what your customer demands are and work on optimizing your workflows to reflect this. There will be a focus on cutting out any wasted time and revising processes that are not creating good value for the business and its customers.

Shared leadership is required for this method and every employee will be expected to contribute and take ownership for productivity. The method is sometimes referred to as the Toyota way as it was developed by the company in the 1940s. There are 5 principles involved in this process which are:

  • Identify value: Find the problem that faces your clients and how to properly serve a solution. Avoid adding processes that contribute to waste as the goal should be to eliminate this.
  • Value stream mapping: Map out the workflows in place at your company including all contributors to the process and deliverables for your clients. This is a visualization tool that helps business leaders identify areas that aren’t providing value to the company.
  • Create a continuous workflow: These workflows help to keep your teams on track and avoid any bottlenecks. One of the easiest and most effective ways to achieve this is by using Kanban boards as a visualization tool to aid communication and productivity.
  • Establish a pull system: A pull system is a technique that helps leaders to identify waste within the production process. Use this method to ensure there is sufficient demand for projects and reduce your overheads.
  • Facilitate continuous improvement: Monitor what your team has done and what still needs to be achieved. Since the Lean management process is not a one-and-done solution, you should aim to continually identify and improve any inefficiencies.

Kaizen

Kaizen

Kaizen is a methodology that originates from Japan which essentially means “change for better.” The way this method works is by incorporating gradual improvements to processes and asking all employees to be a part of it. There is a strong focus on creating a better team environment at work to promote employee engagement and be more fulfilling for team members.

There are a few key objectives you need to understand about Kaizen which are:

  • Standardized work
  • Just-in-time delivery
  • Quality control
  • Waste elimination
  • Efficient equipment usage
  • Employee stakeholders
  • Viable solutions

Five tenets make up the Kaizen approach which aims to achieve good business practices, waste elimination, and standardization across the business. These tenets are teamwork, discipline, improvements to morale, quality, and open suggestions. Kaizen wants to ingrain continual improvement into company culture and bring out the best in every employee.

Making each employee a stakeholder in company improvement is a key element of this method. The Kaizen method understands that the most knowledgeable people in the company are the ones who are performing the tasks. Therefore, the best strategy to improve processes is by including them in the discussions.

Plan-do-check-act

Plan-do-check-act (PDCA)

You may have also heard this referred to as the Shewhart Cycle. The PDCA method was created in the 1950s by Dr. William Edwards Deming. This method allows you to solve problems and create new solutions in a rigorously thought-out and methodical way. The process works well in all kinds of businesses and works by splitting processes down into smaller steps.

Let’s take a look at each of the 4 steps in greater detail.

Plan

The first step is to identify what’s not working, whether it is to do with customer satisfaction, deliverables being delayed, or something else. Explore any information available that can highlight what caused the problem.

Next, you’ll need to workshop new solutions to improve things on the next go around. As well, you should create a fine-tuned plan to implement these new ideas.

At this point, you should also list the criteria of success to be measured against in the third stage of this process.

Do

The next phase is implementing the changes. PDCA suggests that you start off with small-scale pilot projects that can be highly monitored and controlled to test the efficacy of new ideas.

By focussing on a smaller pilot project, businesses can test new ideas without causing disruption to the wider operational practices of the business. A good example of this is when you try out a new partner for something like deliveries.

If customers are reporting problems with one partner, the business can trial a new delivery team for a small portion of customers to see if opinions improve before rolling out the changes company-wide. The data collected during this period will inform if changes should be made.

Check

The check phase is where you compare the data collected and measured against the criteria of success you created as part of step 1. This is what will decide if the new ideas are a success or not.

If the results are not what you anticipated then you should return to step 1 (plan) and try something new. However, if the results worked out according to, or better than planned then you can move on to the final step in the PCDA process.

Act

This is the phase where your new idea is rolled out to replace the inefficient process. You’ve collected enough data to know that the new ideas are better and now is the time to introduce them across the company.

At this point, you establish a new baseline for your processes but the job isn’t done there. PDCA is intended to be used as a loop, so you should be prepared to review your processes again and iron out any new inefficiencies if they occur.

Poka-Yoke

Poka-Yoke

Poka-Yoke is another Japanese methodology that loosely translates to “mistake-proofing.” It’s a process analysis tool that uses automatic devices to ensure mistakes can’t be made, or if they are, they’re immediately obvious. The focus is on eliminating human error within the team or preventing customers from making costly errors.

A great example of Poka-Yoke is driving a car with a manual gearbox. The mechanism won’t allow you to make a mistake because you will not be able to change gears without pressing down on the clutch first. Also, child-proofing techniques are another example of mistake-proofing.

Poka-Yoke focuses on preventing errors from occurring in the first instance. And when errors happen naturally, they will be immediately addressed and prevented from happening again in the future. Changes should be implemented whenever a mistake happens and Poka-Yoke can work in tandem with Six Sigma to ratify processes.

Monitoring and Control to Improve Processes in Business

Monitoring and Control to Improve Processes in Business

The job doesn’t end after implementing new processes because things will always change. New technology could be released that can aid your business or new inefficiencies will be discovered. Once you have better processes in place you need to monitor them daily to ensure they are effective.

Speak with your team to make sure that the new ideas are working out well for them. They will be the first ones to uncover any issues and if they do, your job will be ironing them out to keep up productivity. The first few weeks of the rollout will be the most crucial for catching any developing issues.

Ask your team for feedback on the new processes and allow them the space, to be honest about things. Your team is the ones who will be dealing with changes on the ground level and will be the first people to know if things are working as effectively as expected.

The last thing to do is to roll your new processes into your annual review process. As a business leader, you will want to ensure you are providing exceptional work at an efficient work rate to keep providing your clients with value for money products.

Conclusion

Improving business processes is always a good idea. Allow your employees and customers the opportunity to discuss inefficiencies and work hard to remove them. If you’re not personally involved in the process it can be hard to know when things aren’t working.

Let your team guide you in the right direction by ensuring every employer is treated as a company stakeholder. What’s good for the company is good for the employees and the best ideas often come from the ground level.

Strive to create a business that can respond to adversity and changes swiftly and decisively. Consider which of the processes mentioned will work well for your business and build them into your business. This way you can stay competitive and always offer superior service.

13 Communication Blockers And How You Can Overcome Them

Communication blockers

Recall a time where you left a conversation feeling bad or insecure about how it went. Maybe you felt like the other person was judging you, or talking down to you, making it difficult to have a productive conversation with them. How did the feelings of this one conversation change your outlook on them and your willingness to engage with them in the future? These feelings often stem from ‘communication blockers’, and they can be the cause of some severe fallout when they happen in the workplace.

Now, consider if this person was a colleague of yours who you had to work closely with. If every conversation left you feeling uneasy…would you be happy continuing to work with them? What if they were your manager? Would you be happy staying under their leadership? In this situation, many would start freshening up their resume and starting the search for a job where they could feel more valued and respected.

While it can be a complex task to identify these blockers since there are many reasons why they can enter a conversation, there are some valuable communication techniques that can help you overcome this common workplace struggle.

Before we can start sharing our top techniques for combatting communication blockers in the workplace, first, we have to understand what communication blockers are and what causes them.

What Is A Communication Blocker

What Is A Communication Blocker, And Why Do They Matter?

A communication blocker is a way of communicating that is disrespectful, demeaning, and negative – leaving those involved feeling anxious, stressed, and uneasy about the interaction. When communication blockers are frequently used in the workplace, it creates a toxic work environment and unhealthy divides between employees. If left unchecked, communication blockers can begin breaking down employee morale.

Communication blockers aren’t exclusively things that are verbally said. These blockers also include non-verbal communication. Body language is influential in our interactions and can be just as damaging as the words we say.

When employees communicate in this way, it can lead to a variety of problems, affecting people on both a personal and professional level. When people constantly feel undervalued and disrespected by their peers (or leadership), they can begin developing a diminished self-image, experience higher rates of stress, and begin to withdraw from their colleagues. This affects collaboration, lowering performance, and reducing participation overall.

Effective communication plays a vital role in a company’s success and is responsible for the growth in many aspects of any company. For example, communication is rated number 1 for creating and maintaining effective collaboration in the workplace. When communication begins to break down, it can lead to missed deadlines, higher stress in the workplace, poor attitudes, and drastically decreased productivity – which are all determining factors in a company’s employee morale.

What Can Cause Communication Blockers

What Can Cause Communication Blockers

Now that we know how to define communication blockers, we can begin to understand where they come from and why they become so prominent in the workplace.

Oftentimes, communication blockers stem from a lack of understanding or tolerance of individual differences. As companies become more diverse, it creates a new learning curve that has left many struggling to coexist in a workplace.

The most common causes of communication blockers include:

  • Generational Gaps
    Each generation has faced its own unique struggles and has developed its own communication styles with boundaries that may not be acceptable in other generations. While each generation has strengths they bring to the workplace, there is often a breakdown in communication and expectation when working together, which can show in their interactions with each other.
  • Cultural Differences
    Each culture has been raised with a different set of expectations. What is an acceptable conversation style in one culture, may be incredibly disrespectful in others. While cultural diversity is essential for any business to thrive, it also poses a significant challenge in workplace communication – but it can be easily accommodated with the right plan (we’ll get to that later!)
  • Disabilities
    Many people still struggle to understand the diverse range of abilities throughout our population. Workplaces are becoming more accommodating for those with disabilities, and when colleagues struggle to understand others’ differences and see the value they bring in varying areas, it can foster a wide array of communication blockers that those individuals will have to face.Language Barriers
  • Language Barriers
    Language barriers can come in many different forms. It can be a different verbal language, such as English, Japanese, or Arabic, or it can be the way that communication tools and apps are used. Language can create difficult interactions if one (or both) of the people involved are failing to understand the other or be willing to find the best way to communicate.
  • Company Status
    Many companies have a hierarchy within them, such as the managing partners, the associates, the interns, etc. When companies have a variety of positions, and each one has differing levels of authority, it can influence how people interact with one another. While status isn’t important to everyone, there are many that enjoy having higher status than others, and it can show in the way they communicate and treat those around them, making authority a common cause of communication blockers for those individuals.

Most Common Communication Blockers

Most Common Communication Blockers

Communication blockers can be complex, especially given their wide array of root causes. Before you can begin planning to overcome them (or avoid them entirely), it’s important to be able to identify them within your company. The most common communication blockers in the modern workplace fall into two categories; Verbal and Non-Verbal.

Verbal Communication Blocker Techniques

  • Judgement
    When colleagues share ideas while collaborating, they can often be faced with unconstructive criticism being disguised as “constructive”. This can leave your employees holding back essential ideas on collaborative projects, and feeling unsupported by their team and by management.
  • Accusations & Insinuations
    If you listen closely to the conversations in your workplace, you may notice small phrases that are aimed to place blame on one person. This is often done by utilizing blanket statements or highlighting what one specific group of people did with an undertone aimed to point out the shortcomings of others, such as “programmers are known for pulling all-nighters, so of course, the software has bugs in it”.
  • Excessive Use Of Jargon
    While a certain level of jargon is going to happen in any workplace conversation, it can make one person feel belittled when the interaction seems to be drowning in it. Overuse of jargon is often closely tied to individuals who are trying to assert dominance or demonstrate their intellect above someone else’s. It is also used as a manipulation technique, where someone loads a conversation with technical terms in an attempt to confuse the other person. This can leave people feeling unheard, disrespected, and undervalued in their role.
  • Solution Focused
    While certain conversations are aimed at solving a problem, there are many where someone is simply trying to be heard and seek empathy or understanding from their colleagues. When the other party is only focused on solving the problem for them and not actively listening to the actual situation being discussed, it creates higher levels of frustration and leads to people feeling misunderstood and isolated.
  • Intrusive Questioning
    Asking questions is normal in many conversations, however, there is a social norm of the depth questions can go. When that line is crossed, people feel vulnerable – and often violated and exposed. This becomes additionally problematic when intrusive questions are asked by the leadership team, as employees feel they have to answer them and fear repercussions should they not be forthcoming with their answers.
  • Derogatory
    Many people find abrasive language disrespectful and unprofessional, and it’s often frowned upon in company environments. When employees begin speaking bluntly to their colleagues, belittling them, talking down to them, swearing, or being aggressively demanding, it creates a power dynamic making the working environment unhealthy and also uncomfortable for everyone witnessing these interactions.
  • Presumptions
    This can be a difficult one to recognize and even more difficult to accept when you’ve been the perpetrator of it. Presumptions happen when people think they know what’s going on and can assume what someone thinks, or is going to do or say. When people base their feelings and future interactions with someone on a ‘theory’ they have of that person, it leaves people feeling judged and misunderstood, making them exceptionally cautious of who they interact with and how they do so.
  • Based On Stereotypical Expectations
    Stereotypes are everywhere. For example: “Sales people only care about making money.” “X race is good at math.” “Y gender is more authoritative.” These are all some typical stereotypes you can find in the corporate world, and they are creating an environment that is offensive and often derogatory to wide groups of people. This quickly leads to a toxic workplace that affects people emotionally and mentally as well.
  • Interrupting
    When someone constantly talks over their colleague, it creates an uneven power dynamic and indicates that the person speaking doesn’t have valued opinions and is silenced. This removes the opportunity for effective collaboration and can cause people to withdraw from their colleagues.

Non-Verbal Techniques

Non-Verbal Techniques

  • Disinterest
    This can look like a lack of eye contact, few responses or acknowledgments, and shifts in focus. This signals to people that what they are saying is boring and unimportant to the person they are speaking to. When people feel like their voices don’t matter, they stop sharing their thoughts and ideas, reducing collaboration and involvement with their company on a wider scale.
  • Tone Of Voice
    Tone is the way a person is speaking to someone. It can range from casual to formal, funny to serious, or enthusiastic to matter-of-fact. If someone is speaking aggressively, it creates a feeling of unease, judgment, and often leads to defensiveness. This is similar with sarcasm. Often, when someone responds sarcastically, it makes the other person feel like they’re being mocked and made fun of. Tone of voice communicates how we feel about our message.
  • Facial Expressions
    The minute facial expressions we display while having a conversation with someone can be interpreted in a number of ways. When someone’s facial expressions portray negative emotions, it often manifests in the receiving person becoming self-conscious and becoming more aware of what they discuss with that colleague in future conversations.
  • Talking About Colleagues To Others
    While this can fall under verbal communication as well, this particular communication blocker has two big repercussions. First, it creates an environment where people are banding together against specific colleagues, who are usually aware of these conversations and are uneasy and stressed about being the topic of them. Second, this affects those who hear the conversations taking place and are faced with the knowledge that they could be the ones being talked about in the future, causing them to be extra careful with how they behave in the workplace and who they interact with.

How To Overcome Communication Blocker Techniques

How To Overcome Communication Blocker Techniques

With so many causes of communication blockers, and so many ways to engage in them, how can you overcome them in your workplace? You can minimize communication blockers in both yourself and your employees with some well-implemented steps and enforced expectations, making for a healthier workplace where your employees, and business, can thrive.

  1. Consider how different cultures and generations communicate and work to understand the strengths and weaknesses of each one. This will help you create a workplace that is inclusive to all and can be a positive environment where everyone can feel respected and relevant.
  2. Create standards of communication throughout the workplace. When you create these standards, it is essential to include the various methods of communication as well to ensure each employee knows how they are expected to interact with their colleagues in all aspects.
  3. Have a diverse team that plays a vital role in forming the communication standards, allowing employees to be involved, feel heard, and ensure the work environment is effective, respectful, and safe for everyone in the workplace.
  4. Ensure you have a strong management team to support a cross-cultural team that values supportive environments and who align with the company’s values.
  5. Make open, non-judgmental communication a priority.
  6. Address problems in an accepting way without placing blame, and work as a team to develop a solution. Use these moments as learning opportunities and encourage your team to navigate the problem alongside you.
  7. Mediate communication between employees when struggles arise within their working relationship in an understanding and fair way.
  8. Implement sensitivity training where needed.

Conclusion

Communication blockers have been deeply ingrained in the workplace for many years. With the changing demographics and dynamics the workplace offers, observe and consider how you can foster an environment for your employees where they can feel valued, heard, respected, and supported by their colleagues and management team.

When you begin identifying and implementing communication blocking techniques, you’ll be able to reframe the expectations of your employees and create a workplace that allows them (and your company) to continue growing and changing with the times, adapting to each new challenge and overcoming common struggles within the modern workplace.

How To Ensure Successful Project Implementation In The Workplace

Ensure successful project implementation

Project implementations rarely go as planned, but the process can be built to maintain positive and focused momentum even in the face of various obstacles when there is a solid system in place.

Something always seems to come up in the process (whether internally within the team or with external clients) that requires the relevant parties to reexamine their current strategy in order to continue to deliver on the organization’s objectives. As important as it is to plan a project thoroughly and apply effective project management techniques from the beginning, it’s equally as valuable to ensure the project’s implementation process is given as much comprehensive review and attention.

According to the Pulse of the Profession 2020, 11.4% of investment is wasted due to poor project implementation. There’s much at stake when it comes to achieving the company’s overall goals, so it’s vital that we understand the basics of project implementation, why it’s important in the workplace, and how we can achieve success in our own processes.

What is project management

What Is Project Implementation?

Project implementation is the last stage of project management that comes after understanding a company’s vision, ultimate end goal of an assigned project, budget, timelines, and subsequent brainstorming of ideas that will help bring it into reality. Implementation comes directly after the planning phase and is supported by a project manager (PM). The distinction, however, is that this is the stage where the PM allows the team to carry out the objectives of the project but is still readily available for extra guidance, clarity, and problem-solving from beginning to end. The PM takes a step back, tracks the progress of the project, monitors for scope creep, presents deliverables to external clients, and anticipates any disruption to the workflow.

Project implementation requires a heavy amount of coordination between the PM and the various team members to define and set priorities. Once a plan for project implementation has been realized, the team then sets out to accomplish the different milestones of the project. For example, once the PM has created and outlined a particular assignment, they then assess the various resources they’ll need in order to be successful.

  • The team is clearly identified – All relevant team members know they’re assigned to the project and understand their role and deadlines.
  • A platform used to track milestones – Once the project kicks off, the PM will monitor the progress and ensure that deadlines are met by all members of the group.
  • The team starts to accomplish goals – Each team member is responsible for a particular piece of the project’s objectives. Once they have completed their assignment, they can then use the platform to mark their assignment as “complete” or notify the PM and the rest of the team in the appropriate communication channels. Then, the next team member can move forward with their respective part. Using an example with a group of writers and editors, the editor must wait until the writer has a deliverable ready to be edited. Thus, the writer must complete their own task by the assigned deadline, confirm that it’s ready for the editor to review, and finally, the editor can then move forward with their edits and notify the PM when complete. Of course, as various teams in different fields will have unique needs, this process can be customized to best fit particular workflow processes in any given profession.
  • Deliverable is ready – Once the team has accomplished each and every milestone of the project, the PM is ready to deliver the finished project to the client. Any feedback given by the client goes directly back to the team to review.
  • Adjustments are made – As with all projects, adjustments may be needed to accommodate the demands of the organization’s clients. This is a regular occurrence any project manager will need to be able to anticipate and handle accordingly in collaboration with leadership and with insightful feedback from the team on the capacity to make it happen. Sometimes, changes to the established processes in order to deliver a high-quality outcome may be necessary, but it takes considerable organizational skills to align the team and clarify any distinct needs. This is also an opportunity for the team as a unit to define their boundaries if the requests become unrealistic.

The Importance of Project Implementation

The Importance of Project Implementation

Think of project implementation as a bridge: it carries the team through planning and execution to the final destination. If the goal of an organization is to produce results that leave its customers satisfied, then the structure of its project implementation (and methods used for effective project management in general and collective team knowledge) will ultimately determine its success.

Project implementation is important for a few reasons:

  1. Keeps the project moving forward – It can be easy for a project to slow down drastically during different stages (whether that would be in the planning or execution), which can result in difficult setbacks and internal delays. Project implementation relies heavily on the pillars of project management, as these can act as blueprints to building the most effective process that keeps the team moving along. During project implementation, there is no question about who is responsible for what task. The relevant deadlines are accessible to everyone and the goal of the project is clearly defined from the beginning. There are regularly scheduled meetings that help support the team in achieving this goal and act as additional opportunities for further team alignment. The team can ask pointed questions or bring up issues encountered along the way, which can help keep the team on the same page. And if a meeting isn’t needed, the PM, along with leadership, can make the determination to skip or cancel the meeting until it’s needed so that the team can regain some valuable time. These factors keep the momentum steadily focused, which the PM further supports by tracking every aspect of the project including any client feedback.Ensures the team is consistently hitting reasonable deadlines
  2. Ensures the team is consistently hitting reasonable deadlines – Reasonable deadlines help the team feel less stressed or pressured, which can give them the room they need to perform successfully. One of the most essential aspects of a PM’s job is to make sure deadlines are achievable and realistic. Accelerated timelines need to be directly addressed with the team so that details such as capacity, workload, and availability can be taken into account before the PM finalizes the overall plan for the project. Once these criteria are met, the PM then monitors the progress of the project, checking in occasionally with any of the relevant team members on upcoming deadlines, and adjusting if any unexpected delays come up which require adjustments to the timeline. Different platforms can help keep track of this. PMs can see what’s on track, what’s in danger of falling behind, and what deadlines are being missed.
  3. Help keep the project within the organization’s budget – With established deadlines and timelines, the project remains within a designated budget. Any unnecessary or unexpected delays can cause the organization to go over its budget for that specific project. To ensure successful project implementation, it’s essential to have control of the budgeting strategy and have this piece of project management under control. This is especially true now with the impact the COVID-19 pandemic has had on the workforce. Most organizations have had to restructure and build contingencies into many of their processes to account for various changing factors such as the cost of labor or resources and how it impacts their budgets. A good PM prepares for any changes including anticipating increasing costs.
  4. Unites the team through a collaborated effort – To achieve project success, the team needs to work together in a concerted effort to meet the goals of their assigned task. Since the group will need to rely on each other in order to do their own respective part of the project, this creates a sense of unity as everyone is working towards the same goal. The health of the project relies heavily on the people involved. If they’re working together seamlessly, collaborating and problem-solving together, the more likely the project will find great success.
  5. Creates control over the project’s many needs – The planning stage of project management builds a workflow process that the team can easily follow. When the project is being implemented, the team is carrying out the actions needed in order to reach a successful end result. Without a proper outline of the next steps and individual responsibilities, the project will likely be subject to many distractions, delays, and internal confusion (as well as frustration) about the process of getting their work done. Not to mention, the client may not receive the result they were looking for. Every project has different needs. Capturing this during the planning stage and following through in execution will help build a sense of control the team has over the process and intended outcomes. If certain expectations can’t be met, the team can identify, discuss, and propose a solution for matters that need a more delicate hand.
  6. Builds trust within the team – When a project is going well, and everyone is delivering on their timelines with minimal cause for review or revision, the team will start to trust each other’s capabilities and skills. This makes it easier for the team to work together seamlessly, motivated by each other to get things done. Trust is an important aspect of a positive workplace environment. The more the team feels inspired by each other, the more likely they will be able to adapt to unique scenarios, deliver high-quality work, and effectively problem-solve together quickly.
  7. Fosters transparency in the workplace – Since the project is easily accessible to everyone involved, the team can easily see each stage. They can proactively review the timeline/deadline(s) and see how everything comes together. This limits the number of questions the team may have as they have everything they need in one place. Project implementation allows for transparency in important workflow processes and allows the team to feel more comfortable with the organization, building their trust and feeling more motivated to contribute. A lack of transparency with any workplace procedures causes an increased amount of internal strife, as many of the team will be frustrated without a clear path forward.

To avoid any pitfalls that may arise during project implementation, let’s talk about what you can do to achieve success in your own internal workflow processes.

How to Achieve Project Success

How to Achieve Project Success

Project implementation sounds complicated, but it doesn’t have to be! There are simple, practical ways to make this process easier for you so everyone on the team feels equally prepared to deliver on their assigned tasks.

Here’s what you can do to achieve project success:

  • Have the right people in leadership roles – It’s vital to project implementation that you have the right managers/leaders involved in your project. There will be moments where the team will need specific buy-in from the team’s leads (not always the PM), especially if an issue were to come up during the process. Leaders need to have the right skillset – a balance of both technical and soft skills, to manage their teams and course-correct if needed. Without an effective leader to spearhead the project, the team will feel disjointed, the project could be subject to critical mistakes, and essential decisions may be delayed. The team lead(s) should also foster a sense of camaraderie, compassion, and genuine interest in everyone’s success so that everyone feels supported during the project implementation phase.
  • Compile the superstar team – This is all about having the right people in the right seats. You need to choose the individuals carefully, their skillset being a defining factor. Eliminate anyone not needing to be part of the process, just the core team who will facilitate all the actions from beginning to end. A project’s success relies heavily on the people involved. When the right people are in their respective roles, the process goes faster, everyone operates productively, and the result of their efforts can be truly innovative and beneficial to the organization.
  • Always seek feedback – The process must be built to accommodate various check-in points and feedback requests. This ensures that established processes still make sense or if specific workflows need to be adjusted to accommodate unique needs. Feedback reveals valuable insights and how many of the team members may be feeling. For example, if the PM notices that a certain project is not meeting important milestones, the team will need an opportunity to reflect on the current process and what is and is not working. The PM and leadership can then make decisions on the next steps in order to get back on track.
  • Create an effective schedule for monitoring progress – Having an inclusive schedule that everyone has access to which also encompasses project milestones and check-in meetings is important when it comes to monitoring the progress of a project. This keeps everyone on track and moving along steadily. The key is to remain flexible, not rigid in your scheduling. If certain dates need to be moved, then the timeline you’ve to build should have breathing room for unexpected adjustments.

Celebrate wins and encourage accountability

  • Celebrate wins and encourage accountability – When individuals on a team are successful, recognize and celebrate wins (no matter how small). Leaders giving out shout-outs or kudos in meetings or designated communication channels is a good way for the team to feel appreciated for all their contributions and hard work. This keeps everyone motivated to keep going, even when the given circumstances may not be easy. A team’s positive, buzzing energy is another important variable when it comes to achieving project success.
  • Schedule regular client check-ins – Client check-in calls, or otherwise known as feedback calls, can help keep the team aligned with the overall objectives of the project, stay up-to-date on expectations, and remedy any miscommunication that comes up during the lifecycle of the project. This is a sincere way of ensuring that the team is hitting the mark and on its way to delivering a successful result for their client. Not all members of the team need to be present on the call. It can even be recorded for others to review at a later time, but it’s nevertheless a resource that the whole team can use when a refresher (or further inspiration) is needed.

In Conclusion

Successful project implementation requires a solid foundation in order to have the best outcomes. Effective project management techniques in the planning stage can ensure that the team achieves project success.

Giving everyone clarity, transparency, and consistency in the workflow process can help keep the team aligned and moving forward.

Take Meeting Notes That Are Actually Useful

Best way to track meeting notes

Just when you thought that your note taking days were over when you finished school, you enter the real world and realize that note taking is a critical and important skill in the workplace. Like any skill, you can become a better note taker with a little bit of practice and a couple great tips.

It is no secret that you need to be quick to capture important information in the heat of a meeting but writing what is said word for word isn’t going to cut it, it will leave you behind and confused. Developing a system for note taking will not only help you more accurately capture the essence of the meeting, but it will allow you to follow up more effectively in your role after the event.

All of this begs the question – how do you take notes that will actually be useful to you?

Why Should You Take Notes

Why Should You Take Notes?

Taking notes has a number of benefits. Some of the most productive and successful people admit to having a clear and consistent way that they gather and store information. Notes are taken in order to capture key ideas and actions as well as keep records for reference.

Here are 4 reasons why you should learn how to take great notes.

1. Note Taking Helps You Retain Information

There are studies that prove we remember things better when we have physically written them down. While apps and laptops are great tools to take notes and there is the added convenience of digital file shareability, your brain is hardwired to prefer pen and paper. The tactile nature of writing engages your body which activates a different part of your brain, enforcing the natural learning process.

Do you remember what you had for breakfast 2 weeks ago? Probably not but if you had a meal plan, you could look back and know exactly what you ate. The same concept applies to a good set of notes. Who attended the meeting? What were the main items discussed? A quick glance and this information will start to come back to you as you are reminded of meeting highlights.

2. Note Taking is a Practice in Accountability

In large teams especially, it is easy to pass the ball and even the blame to someone else. If your meeting had a good note taker (or you are that good note taker), there is a record of who committed to what. This record keeps everyone on task and accountable for their actions. If you are taking notes for yourself, noting specific directives and expected outcomes will serve to keep you accountable and on track in your own work.

Plainly put, taking notes also ensures that you are paying attention. Rarely are meetings truly exciting and engaging, sometimes they are just necessary and there is a need to force yourself to pay attention. Taking notes is a productive way to ensure that you participate, even if it is in the form of a couple jotted down lines.

Committing to sharing notes with your team is also an act of accountability. If you know that your notes will be viewed by others, it is easier to spend more time ensuring that they are worth reading. Bonus? You may earn yourself some brownie points for a job well done and demonstrate impressive skills to your higher ups.

3. Note Taking Helps You Prioritize

Meetings are great for helping you paint a picture of the progress or status of a project and better understand your specific roles within it. As you take notes, remind yourself of the purpose of the meeting but also your purpose in the meeting. What role do you play? Maybe your role is that of expertise or perhaps you are a designer soliciting feedback. Ensure that your own notes serve your goals and will be useful to you after the meeting is over.

If the meeting is regarding a project with a clear timeline, you can use your notes to plan your progress along the way. This planning often comes after the meeting and as you are reviewing the content of your notes. If you have done a good job, you will be able to pull your actionables and prioritize them accordingly.

4. Note Taking Provides Important Records

Think of notes as a professional alibi. Meeting notes serve as a record of important decisions or tasks and are the first place you should look if you are seeking clarity on something that happened at the meeting.

The ultimate example of notes as records are formal minutes from board meetings. There are legal obligations to record board motions as well as voting records of individual directors. This holds boards accountable to their membership or shareholders and keeps detailed records of decisions and actions that guide the rest of the organization.

Effective Meetings For Note Taking

Effective Meetings For Note Taking

You can’t take great notes at disorganized meetings… you can certainly try but it will be an uphill climb. Having an organized meeting with a clear purpose and written agenda is a great start but it may not always be in your control. If it is within your control or you have the ear of the meeting facilitator, push for the creation of a standard agenda if one doesn’t already exist. Agendas make a great template for note taking.

For our purposes, let’s assume that agendas are provided at every meeting. First, you then need to understand why you are having a meeting in the first place. Understanding the why will help you know how to take notes that make sense and will be useful to you after the fact.

When it comes to taking great notes, understanding the type of meeting will be helpful. There are several types of meeting that you may be familiar with:

Status Update/Check in

These meetings are usually intended to provide the team or client with a progress update of a specific project. They are generally informative in nature though it isn’t unusual to finish the meeting with new directives and tasks moving forward. While programs (like Teamly) have virtually eliminated the need for in person or scheduled updates, it is still nice to touch base on a regular basis to keep everyone on track.

Decision Meeting

Sometimes, there will need to be a meeting called in order to make an important decision as it relates to your team or a project. This could be as small as choosing a photographer for the team headshots or as large as choosing the perfect venue for a conference. Either way, the outcome will be a final decision. Decision type meetings usually have some kind of take away or delegate responsibilities for implementation or follow up.

Brainstorming and Innovation

Brainstorming and Innovation

Nothing beats a great brainstorming session! These meetings are often full of ideas and generally involve both long and short term visions and tasks to be considered. When you put a bunch of creative and innovative people in a room and foster an environment where they feel comfortable hashing out ideas, magic happens!

Team building and Connection

Nowadays, many teams are working remotely at least some of the time. This model certainly has benefits but we are social beings and connection is important for developing relationships. Connecting with your team builds trust among members and has been shown to produce better work related (and non work related) outcomes. In person or not, these types of meetings have the intention of building understanding, camaraderie, and cohesion among members.

Each of these meetings have a different purpose so it would make sense that the notes that you would take at each of these gatherings would vary. When you are clear on a purpose, you can better tailor your notes to capture the most important and relevant information.

A good example may be using some kind of recording or transcription service like Zoom or Otter AI for brainstorming type meetings. This will allow you to catch every single idea while still fully participating. You can and should still jot down notes because there is value in that physical motion but you can rest easy knowing that every detail will be captured. It is helpful to look (or listen) back on these meetings as you may have missed a great idea or decide to hash one out in more detail later.

Another example would be a board of directors meeting. These meetings tend to combine information with opportunities to make strategic decisions. When it comes to taking notes for a board, your note taking skills will be put to the test. There are a number of ways to properly take these kinds of minutes and you may want to refer to Robert’s Rules as there are legalities to consider.

Note Taking Foundations

Note Taking Foundations

While there are a million templates for note taking, the majority of them have a number of things in common that make them great and useful. No matter what type of meeting you are attending, there are several foundation components that find their way into any useful set of notes.

Start with an Agenda

Remember how good notes can only be taken at good meetings? An agenda outlines the progression of a meeting and is an excellent place to start for notes. If you are taking digital notes, copy and paste the agenda into a document so that you can easily add notes under the appropriate agenda item. You can even add a simple table with labeled sections such as noting who the presenter was, linking any relevant document or resource that was shared or references, and noting any assignments that come out of that section. You may also find it helpful to jot down the time which was spent on each item.

Note Attendees

Keeping track of who attended the meeting is a very helpful habit for every notetaker. This provides context for the meeting such an understanding of what departments were involved or outside council that may have been consulted. It is also a great way to ensure that people are accountable for their actions and contributions to the conversation as there is proof that they attended the meeting and committed to certain tasks.

Be Clear on Actions and Takeaways

Even if you were able to transcribe the meeting word for word on paper, you would have been too busy to participate let alone recognize any action items or take aways. It is tempting to want to note every word from a meeting but it is more practical and reasonable to reserve your note taking energy for the really important details. Have you been assigned to reach out to a client? Maybe research a certain process? Whatever it may be, these are the kinds of things you want to focus on and make sure you record.

Leave Space for a Wrap Up

The meeting ends and everyone wants to move on to the next thing. While it may seem like an extra burden to leave space at the end of a meeting, it will ultimately save you and your team a ton of hassle. When a meeting is done, take a moment to look over your notes to ask clarifying questions or to confirm deadlines for tasks. If you noted the tasks of others, make it clear that they committed to being responsible for that item. Even when the meeting is officially over and you have asked any clarifying questions, be sure to allow yourself some time to review your notes again. Chances are that you will have a couple items to transfer to your own to do list and dates to add to your calendar. Do it right away while it is still fresh in your mind.

Tips for Useful Notes

10 Tips for Useful Notes

So we now know why we should take notes, that meeting notes will vary depending on the type of meeting, and that there are foundational concepts that span all meeting types. As you begin a note taking practice armed with this new information, there are additional tips that you can implement along the way to help you craft useful and effective notes that you will actually revisit.

1. Prepare in Advance

While this may seem like an obvious tip, most people go into meetings completely unprepared. We can blame the hustle for this rush but it is important to take a breath and adequately prepare yourself for the meeting:

  • If there is documentation given in advance, read it!
  • If there is a guest speaker, take a moment to give them a quick search on LinkedIn.
  • If you are the one in charge of the meeting, make sure to schedule time the day before to send a reminder and be clear on the purpose of the meeting.
  • If this is a recurring meeting, it will also help to review any notes that you may have taken last time.
  • If the meeting is one that requires you to bring ideas forward, do some research and come prepared with some great ideas. This will help you feel more confident but also demonstrate initiative.
  • If you plan on taking notes digitally, upload the agenda into a document so that it is ready for you to take your notes.

A little preparation goes a long way and will help you to enter a meeting in the right frame of mind to not only participate but to retain important information.

2. Shared Documents

While it may be intimidating to let people have access to raw notes, it is a fantastic way to collaborate on the process, share the workload, and paint a much more accurate picture of the details of the meeting.

The key to using shared documents for meeting notes is a good template and clear instructions on how to best contribute. The use of tables is a great way to encourage people to contribute in an organized way, having labeled cells for individuals or ideas make it easy to jot down a couple of notes.

The benefits are many when everyone contributes to the notes. You may find that there are different interpretations of the material to consider or that new ideas are being brought forth. Think of it as everyone talking at once without ever once interrupting each other. It wouldn’t work verbally but when it is written, everyone is able to contribute.

3. Use Formatting

The exact formatting will vary based on preference but having a standard template will help you be consistent in your note taking endeavors. A quick search will bring up a number of templates but here are some generic suggestions to start:

  • Title – title the meeting notes in a consistent way and include the date. For example Company Team Meeting – December 2021.
  • Meeting details – this would be like the time, date, and location of the meeting
  • Purpose – leave a space for or write (in advance) the purpose of the meeting. This helps for quick reference if you feel that the meeting may be going off track.
  • Attendance – note the attendance of everyone in the meeting. It is also helpful to include their email or other contact information. You should also note the person responsible for presenting each agenda item.
  • Action items – make them stand out with a different colour font, an underline, bold, or even a star. Having a place built into your meeting template such as a labeled table is another option.
  • Important dates – highlight, underline, or otherwise make obvious important dates and deadlines that come from the meeting.

Review Notes Immediately

4. Review Notes Immediately

Look at this amazing set of notes you just took! Beware of this extra confidence boost because your note taking isn’t done when the meeting ends. Make sure to factor time into your schedule (even if it is just 20 minutes) to review your notes. Read them over, make any corrections, set dates in your calendar, and transfer to-dos to your usual list. Not only will this serve to reinforce what you just learned but it also allows you a time to organize yourself post meeting. Reviewing your notes can also serve to catch any mistakes you may have made and correct them in advance of sharing with others.

5. Develop a Shorthand System

The art of shorthand seems to be disappearing but it is still a helpful way to take effective notes quickly. YourDictionary.com has a great list of some shorthand symbols that you can start using today. Many people use symbols or acronyms which greatly reduce the time it takes to capture the content while ensuring that the message is still clear when you review your notes. Some popular examples include:

  • An arrow may indicate a direction or a trend in data.
  • Shortened words like “gov” for “government”, “ex” for “example”, “ref” for “reference”, and “w/o” for “without”.
  • Symbols such as “∴” representing therefore, “∵” representing “because”, “~” representing “approximately”, or even the more recognizable “$” representing money or a dollar amount.

Perhaps the meeting is in your second language. In that case, it may be helpful to take notes in your first language and translate later. Using common shorthand is helpful if you plan on sharing your notes with others but the main objective is that you develop a system that you understand and that works for you.

6. Remove Distractions

A simple text or phone notification is all it takes to remove you from the meeting and cause you to miss something important. Once you have turned away from the meeting, not only do you miss the time that you took to actively engage in the notification, it also takes you a couple of minutes to re-engage with the meeting after being interrupted. The simple and obvious thing to do here is to turn off your phone, get it out of your view, and commit to being fully present and engaged.

7. Use Visuals

While your teacher may have nagged you to stop doodling, here is your permission to doodle! If something can be represented by a graphic, feel free to go that route. A well drawn graphic can often convey more than words and is very helpful to visual learners.

Cornell Method

8. Use the Cornell Method

The Cornell Method may not work for everyone but it works for enough people that it is widely used for effective note taking. You can find more details here but essentially, you map out your page in advance and fill it in as the meeting progresses.

9. Use Transcription

While this may seem like an odd recommendation (or even like cheating) it is a great way to allow yourself to be more present and contribute in the meeting. Be realistic though, will you actually go back and listen to an hour long meeting that you already attended? Likely not, so it is important to still take notes even if you plan on recording the meeting to be conscious of your time.

10. Brain Dump

Your own thoughts could be getting in the way of fully participating, engaging, and taking notes during the meeting. When your mind starts to wonder, it is helpful to keep a notepad or book handy where you can empty the thought onto the paper (brain dump) and give yourself permission to stop ruminating on it. Ideally, you wouldn’t need to do this but sometimes inspiration hits or you remember a meeting you forgot to put in your calendar or a phone call you need to make. Having a place to jot down a name or a simple task may pull you away for a second or two but it beats having that thought consume your mind and basically rendering you useless for the remainder of the meeting. Keep these notes separate from meeting notes, chances are that your coworkers don’t need to know that you have dry cleaning to pick up after work.

Conclusion

There is a balance between taking good notes and being present in the meetings and it may take you some time to find it. Researching note taking methods and tips is a great place to start and you can also check out The Ultimate Guide to Taking Better Meeting Notes That Build Leadership for some more great insights.

The Truth About Trash Talk: How to Deal With Gossip in the Workplace

Dealing with office gossip

“Pst! He isn’t paying his child support!”

“Pst! Did you hear what happened last week? This project’s getting scrapped.”

“Pst! They’ve been together a lot lately. That can only mean one thing…”

Wink, wink.

It’s easy to spot workplace gossip. People speaking in hushed tones at the end of the hallway, or ending conversations abruptly when you walk into the break room, are sure signs that something secretive is being discussed.

Whether we like it or not, gossip is part of our everyday life.

Rumors that flutter around the office, alighting in one ear and then another, may look feathery and harmless.

While in fact, they can deliver a heavy blow. Patterns of spreading malicious gossip break down team dynamics, deaden company culture, and hurt professional reputations.

But gossip isn’t entirely bad. Some of it is pretty harmless, and participating in some gossip circles may even help you.

From the good, the bad, to the downright ugly, let’s look at the impact of drama, and how to deal with office gossip in the workplace.

The Good Gossip in the Workplace

The Good

Some forms of gossip are pretty much unavoidable and can even help us in the long run. Let’s look at a few.

Benign Chatter

Any time a team casually gathers together at the end of the week and exchanges stories, the conversation eventually turns around to discussing people. Who doesn’t want to hear about things that happened back in the day, who’s dating who, and the details of a coworker’s divorce?

This sort of banter, so long as it’s light and honest, helps build rapport. In order to create cohesion in a team, you need to know who you’re working with. When you know personal details about other people, it makes them more relatable.

“Good to Know” Gossip

Do you know those people who always seem to be abreast of what’s going on? They know who’s leaving the company and why, which managers to avoid working under, and why the office “it” couple just broke up.

We can learn all sorts of things from water cooler discussions that human resources would never be able to reveal.

It’s very helpful to have this sort of professional information under our belt. When we know about new projects on the horizon, a department with turnover issues, and a toxic manager, it’s much easier to safely navigate a workplace environment.

Of course, it’s always important to take this sort of information with a grain of salt. The problem with playing workplace telephone is that the story may be really skewed by the time it reaches your ear.

Helpful Small Talk

Sometimes, when people sit around talking about coworkers, they come up with the nicest things to say, such as: “He’s such a laugh,” “She’s been awesome to have on the team,” and “I wish I had a manager like him. He seems so kind.”

This sort of talk serves to build other people’s professional reputations. A workplace culture that accentuates people’s contribution also boosts team morale and creates a positive vibe around the workplace. It increases psychological safety, because people feel valued and appreciated.

Although as a general rule discussing people isn’t the best way to pass time, gossip can serve a purpose. When it helps you get to know another person, improves someone’s reputation, or helps you to navigate office politics, you can’t lose.

The Bad Gossip in the Office

The Bad

Some workplace gossip serves no constructive purpose at all. Here are a few examples.

The Juicy Story

Let’s face it. People’s personal lives are fodder for some good stories. It’s easy to relish in the details a divorce, a scandalous affair, or a business plan gone awry.

However, when we dish out the lives of coworkers for the sheer enjoyment of it, the company culture declines. Leaders who give license to this sort of behavior aren’t looking out for the well-being of employees. No one feels psychologically safe when everyone’s personal lives get drug through the mud from time to time.

If you work in a culture where gossip runs high, let the stories stop with you. Don’t play a part in perpetuating pointless, juicy gossip.

It’s good to have a few phrases in your pocket to deflect slanderous conversations. Statements like “Well that’s a juicy tidbit. Maybe let’s resume this another day. Can you look at these reports for me right now?” or “I’m making a commitment to being more positive, this conversation isn’t helping,” keep idle, harmful chatter at bay.

Jealousy Over Position and Pay

Compensation is one of the things employees most enjoy discussing with each other. Sometimes they’ll huddle right outside the bosses door on payday, comparing paychecks and griping.

This sort of gossip easily leads to friction and rivalry between employees, and suspicion toward the boss. People wonder why they’re being paid less than someone else, and why certain people receive raises.

Transparency puts an end to this kind of gossip. When a company creates benchmarks around pay and raises, and posts them clearly, all puzzlement goes out of the issue. And when it states policies around promotion, everyone understands why one candidate is chosen over another.

In sum, destructive gossip harms company culture and the spirit of a team. Sometimes, it just has to stop with you. Transparency also puts divisive chatter to rest.

The Ungly Gossip in the Workplace

The Ugly

Some forms of workplace gossip are downright abusive, and destructive to a workplace environment.

Power Play Innuendo

A certain type of person might be compelled to create a salacious story with a deliberate scheme behind it. By spreading a dirty rumor about someone, they hope to sabotage that person’s career and advance their own.

This sort of behavior spells disaster for a company. For a culture to thrive, advancement and promotion need to be based on merit, not silly workplace rumors.

Most companies have policies about gossip in the workplace. Unfortunately, it can be difficult to document. If you happen to have written documentation of a malicious rumor, it’s important to report it to human resources so they know about the problem.

Anyone who uses gossip in such a manner needs to receive a stern warning from the manager as well.

Grapevine Work Culture

In some workplaces, you have to be on the gossip chain in order to know about things like upcoming projects and new hires. Rather than attending a weekly meeting, you receive office updates by tagging along to “coffee chats” with a group of coworkers.

When rumors are the only ways to discover basic things about the workplace, it means a company culture has gone toxic. Gossip flourishes when people don’t learn critical information through proper channels like email and company meetings.

In order to fix systemic gossip, a leader needs to facilitate a transparent culture. This entails regularly holding meetings that keep the entire company abreast of all the goings-on within the company. It’s also critical to seek feedback and create policy around it.

Personal Smears

It’s never fun when people gossip about you. Not only is it hurtful, but it can impact your career when people hear and believe unfair stories about you.

When you’re being gossiped about, check your attitude first. Even though it may be tempting, you don’t want to jump into the fray with retaliatory backbiting.

Gossip is oftentimes about power dynamics, and so in order to deflect it, create a positive group of people who get you, and take your side on the issue.

And be sure to manage your self-talk. When people say hurtful things, it reflects back on them, not you. When you put up protective psychological walls around yourself, the hurtful comments won’t get to you.

Dealing with Workplace Gossip

Say What? The Power of Words

Have you ever noticed how one little comment like “You look great!” or “I’ve been hearing things about you…” is enough to make or ruin your day?

Words are powerful. Gossip has an impact on an employee’s psychological well being, the company culture, and team morale.

Although gossip always should be kept in check, some of it can be helpful.

A sure sign of a solid professional is someone who rises above the fray of workplace pettiness.

If you make a practice of stopping the spread of juicy stories, and of not getting embroiled in office drama, then your professional future looks bright.

7 Common Challenges Faced by Distributed Agile Teams…With Solutions to Boot!

Challenges with distributed teams working agile

Charting a course for a distributed agile team is no small feat.

Practicing agile fundamentals like face-to-face communication is totally outside the realm of possibility. And it’s pretty tough for teams to feel cohesive when most people haven’t even met one another.

Any sense of “team” easily breaks down when everyone works from separate locations. People can feel like they’re all alone, typing away in their home office with no connection to anyone at all.

The truth is, however, that the agile methodology really can flourish in a remote space. It entails getting creative, and finding solutions to suit each individual team.

Let’s look at some common problems faced by distributed agile teams, alongside methods for working through them. With a little tweaking and practice, you can have a highly motivated team, with strong kinship and connection…even while being spread out across the world.

Time is Wasted in Excessive Meetings

1. Time is Wasted in Excessive Meetings.

It’s common for teams to overcompensate for the challenge of working remotely by holding meeting…after meeting…after meeting. The fact is, however, that people need to use blank slots in their calendar for getting work done.

All this meeting time really adds up. In some instances, remote workers find themselves working two to three more hours per day than in an office! This is a scenario ripe for burnout, with zero potential for team building. No one has time for casual catch-up conversations when they’re completely tuckered out at the end of the day.

Solution:

One of the keys in the Agile Manifesto is “Individuals and interaction over processes and tools.”

Rather than following a scripted meeting plan, a leader or project manager needs to step out of the way and let the team create a system that balances its work needs with meeting time.

Together, an agile team can determine meeting protocol that works for them. When is it acceptable to opt out of a meeting? Can people leave halfway through, when the content is no longer relevant to their role?

Perhaps a scrum team may jettison one of its ceremonies. But agile isn’t about doing everything by the book—it’s about suiting the needs of individuals.

2. Teams Don’t Trust Each Other.

When teammates haven’t met each other in real life and their daily interaction is limited to email and chat messages, they don’t feel like they know one another.

Trying to implement the agile methodology into a team dynamic that is stiff and formal just won’t cut it. Self-organization, at the heart of agile, only happens when teammates know and trust one another.

Teams Don't Trust Each Other

Solution:

Although it may sound silly to say it, gossip and break time are instrumental in creating team bonds. When you know details about the people you work with, such as what kind of dogs they have, where they grew up, who they’re dating and where they went to school, it makes them relatable.

Strong rapport is the foundation of a high-functioning agile team. This doesn’t “just happen” in a remote environment, however, since people can’t chat in the hallway or meet each other for lunch.

One way to establish personal ties is with a bi-weekly meeting, where the agenda is simply about getting to know what’s going on in people’s lives.

Another way to create a casual “break room” environment is to set up channels on the team’s software, dedicated to fun topics such as pet photos. This gives people the chance to chill out and share common interests with one another.

Teams Never Communicate Face-to-Face

3. Teams Never Communicate Face-to-Face.

One of the principles from the Agile Manifesto is that “the most efficient and effective method of conveying information to and within a development team is face-to-face conversation.”

Teams miss out on all the benefits of in-person interaction when they communicate exclusively through email and instant messages. All non-verbal communication is lost.

This creates a disconnect that impedes the team’s collaborative endeavors.

Solution:

Although a remote team won’t ever be able to completely receive the benefits of face-to-face communication, it can come pretty close.

When teammates interact through video messages, on a video conference platform or in phone conversations, it brings interaction up to the level of a conversation. People are able to pick up on facial cues, tone and voice inflection.

When teammates create habits of communicating verbally, tasks are completed with greater ease. Text and email have a place too, but are more suitable as follow up to verbal conversations.

People Feel Isolated

4. People Feel Isolated.

Individual team members start to feel fungible when they’re working from a desk in their home, and the only interaction they have are a few emails each day.

When people start to think their contributions don’t really matter, team morale declines.

Solution:

A highly motivated team is at the heart of the agile methodology. Finding ways to boost team spirit is the objective of any scrum master or agile leader.

One way to engage the team is by utilizing a phenomenon called social facilitation. This is the idea that performance improves by the presence or perceived presence of others.

Acknowledging jobs well done and milestones reached goes a long way toward making an employee feel valued and a part of the team. One way to implement social facilitation is by calling out individual performance during the sprint review.

In order for people to feel less alone during the workday, it’s helpful to utilize activities that simulate the office environment as much as possible.

Live remote coworking is one way to do this. This is where team members turn on the video conference platform at their desk, then work as they would on any other day. People can have casual conversations as they work, and are motivated by seeing everyone together at once.

This could feel awkward at first, and so the leader can start with an ice breaker and emphasize that no one is being supervised. Everyone is free to step away from the computer when they want. Depending on the preference of the team, this activity can be for the entire day, or just a part of it.

With engagement practices such as these, teams start to feel bonded and the sense of isolation melts away.

Attention is Divided During Conference Calls

5. Attention is Divided During Conference Calls.

Back in the day of in-person meetings, everyone sat through a presentation in its entirety, even when it got pretty dry.

While sitting in front of a computer, however, and listening to those same presentations, it’s oh-so-difficult to resist all the distractions calling out to us from the world wide interweb. Not a few of us have diverted our attention to reading emails, catching up on the news, and doing a little shopping while intermittently focusing back on the meeting.

Agile is about simplicity, and maximizing the amount of work NOT done. This means utilizing every moment efficiently. When a team regularly divides its attention during a conference call, people have to catch up later on things they missed.

Solution:

In the interest of saving time, it’s important that an agile team allows people to skip out on meetings that don’t impact them directly.

When someone does need to be at a meeting, it’s good to implement systems that keep people engaged. For example, when everyone has their screen monitor on during the meeting, it increases engagement and decreases the likelihood of chronic distraction.

Although everyone has to step away from a meeting from time to time, it’s important, as a policy, that people who show up stay engaged. It builds camaraderie and trust.

The Home Office Distracts Employees

6. The Home Office Distracts Employees.

People have a lot going on in their homes that you’d never encounter at in-person offices. Kids come home from school and need snacks and attention, dogs need to be walked, and Fed Ex shows up with deliveries.

All these distractions create a scenario completely different from the in-person office. When people are not readily available during work hours, the team feels divided and unfocused.

Solution:

One principle from the Agile Manifesto is to: “build projects around motivated individuals. Give them the tools they need, and trust them to get the job done.”

Trust plays a central role in a remote office framework.

Even if someone steps away to fix their kids lunch, it doesn’t mean they are’t committed to getting the job done.

Monitoring employees isn’t the role of the agile leader. Rather, it’s about identifying impediments and course correcting.

Let a team work through these issues and develop a system that works for them. Perhaps when the team is committed to the daily standup, it’s possible for everyone to be flexible for the rest of the day.

It’s also important for the team to keep its focus on the sprint objectives. This way, even when an individual workday looks different from other people’s, everyone is still working toward the same goal.

Command and Control Creeps In

7. Command and Control Creeps In.

Sometimes, teams find themselves in a situation where a few people work from the office, and everyone else is remote. At these times, it’s easy for a dynamic to develop where the in-person crew sets up sprints and updates the burndown chart, while the remote team simply listens and follows orders.

Or, in a completely remote setting, the scrum master may struggle to complete all the ceremonies, and it starts to feel more like he or she is corralling everyone to fall in line.

An agile team is about self motivation and autonomy. An authoritative presence really threatens this structure. Team members stop taking initiative, and fall into the role of following orders.

Solution:

One way to identify “command and control creep” is with a retrospective dedicated to team dynamics.

From there, a team can put policies in place that distribute responsibilities equally throughout the team. Setting up sprints, updating the burndown chart, and grooming the product backlog could become tasks that rotate between in-office and remote workers.

Conclusion

It’s a challenge for a distributed team to follow the agile methodology. However, it is still possible to create an autonomous and highly motivated agile team when people aren’t gathered together in one place.

In order for a team to follow the principles laid out in the Agile Manifesto, it’s necessary for the scrum master or agile coach to think outside the box. Everyone’s solution looks a little different—it depends on the preferences of each individual team.

For some agile methods, a remote environment is even an improvement. Paired programmers say they enjoy remote working better than in-person.

Teamly is a sophisticated project management software that serves as an all-in-one resource to distributed agile teams. From kanban boards, to gantt charts, to messaging services, we make it easy for teams to plan and stay connected from anywhere in the world. Come check us out today!

A Milestone Master Plan with 9 Common Examples for Organizing Your Next Project

Project milestones examples

To be successful at project management it’s imperative to figure out ways to effectively monitor progress and mitigate risks. That’s why it’s a good idea to identify the major milestones of your project and put together a plan for reaching them.

Milestones can help you keep track of your progress, detect potential problems, and ensure that you’re still on track for a successful outcome. Milestones simply function as checkpoints on your path to a project’s completion.

What are milestones

What are milestones?

Milestones can be anything from completing the design of your product to shipping the final version to customers. Milestones are any significant event that allows progress to be measured and made.

How can milestones help with project management?

Milestones allow for progress and risk mitigation by allowing regular check-ins on the status of your project as well as identifying potential issues early before they become major problems later down the road.

Milestone Importance

Monitoring progress is essential to keeping your project on track. By using milestones as checkpoints, you can ensure that your project is moving along as planned and identify any potential problems before they become bigger issues.

Milestones are also an excellent approach to managing risks by making precise objectives that may help you stay on track even if things don’t go as planned.

And finally, milestones can be used to measure the overall success of your project by evaluating how well you met your objectives and what changes, if any, need to be made for future projects.

Clearing Up Confusion

Before we get into specific examples of milestones, it’s important to clear up some confusion about the nature of milestones. Milestones are not necessarily everyday tasks, deliverables, or goals. They are significant events that happen along the way and allow you to track your progress.

Milestones can have several smaller actions or tasks associated with them to help you achieve the overall goal.

Now that we’ve cleared that up, let’s take a look at how you and your team can create milestones.

Important Tips

5 Super Important Tips

So, how do you go about establishing milestones for your project? There’s no such thing as a one-size-fits-all solution to this question because the milestones you establish will be different depending on the project and its intended goals.

However, here are four super important tips for creating effective milestones:

1. Be Specific

Milestones should be specific enough that anyone involved in the project can understand what they mean. It should be clear what needs to happen for the milestone to be considered reached.

For example, if your goal is to start building your online coaching program, your first milestone might be to set up your website. So you might want to create a specific task such as “Create Website Design” that needs to be completed before the milestone is considered reached.

2. Be Actionable

Milestones should also be actionable, meaning that anyone involved in the project knows what they need to do and how they’re expected to contribute at each milestone. This will allow for identifying any potential issues early before they become big problems later on down the line.

Staying with the coaching example above: the specific task was “Create Website Design” but before that milestone can be reached you notice that we need content to go with the design.

So the first milestone would shift to “Create Content” and the second would be “Create Website Design.” Note, both of these milestones are actionable. It’s very clear what needs to be done.

3. Be Measurable

Milestones should also be measurable for you to measure your progress on them and determine if things are going as planned or not. If there is confusion about what exactly needs to be done at each milestone this will allow you to clear that up and avoid confusion down the road.

To continue with our coaching program example, the specific task/milestone of “Hire Writer” might be measurable by looking at how many applications are received for the position and how many interviews are conducted.

4. Be Timely

Milestones should be timely, meaning they are set for a specific period and not open-ended. Since milestones track your progress you need to know when they’re going to happen so that you can monitor them along the way.

Because some of your team members can’t start working until a specific milestone is reached, you’ll need to know how much time they have for this project and when the milestones are going on so that work may begin.

For example, our design team is waiting for the “content” milestone before they can start working on the website. Timeliness will help create the appropriate timeline for the project.

5. Be Flexible

I say this one with caution because you don’t want to be too flexible and let things fall through the cracks. However, some events may occur that were not accounted for when initially establishing your milestones so it’s important to have a plan in place for how these situations will be handled.

For example, if our milestone “Create Website Design” is ready to begin but due to unforeseen circumstances, the content isn’t ready for it yet, what happens? Is the milestone considered reached or not and if so how does that impact your project? Flexibility will help you deal with any unexpected changes that arise.

Create Effective Milestones

Summary of tips

Use these tips to create effective milestones for your project.

  1. Be Specific
  2. Be Actionable
  3. Be Measurable
  4. Be Timely
  5. Be Flexible

Now that we know what to keep in mind when creating milestones, let’s take a look at some specific examples of project milestones.

Examples of milestones

9 Examples of milestones

Below are nine types of milestones that you may want to consider using in your next project:

  • Receive Project Approval
  • Identify Project Requirements
  • Establish Start & End Dates
  • Assign Team members
  • Design approval
  • Review Project
  • Testing
  • Final approval (end Date)
  • Launch

Receive Project Approval

Teams need to know that their work has been authorized to accomplish anything. Setting up an approval milestone will aid in this and make sure everyone is on the same page.

For approvals to be effective, you’ll need to have a clear way of communicating what’s been approved and identify who has the authority to approve tasks. Also, you’ll want to consider feedback from clients or stakeholders to ensure they’re happy with the work being done.

Identify Project Requirements

One of the most important milestones in any project is project requirements. Requirements are demands that are needed for the project to be completed. These allow you to plan for issues that may come up or anything else that could affect your timeline (or budget).

Major requirements may include the following: budget, design, features, technology, and content.

If demands are not met, the project will either need to be renegotiated or canceled outright. As such, requirements should be carefully tracked and monitored throughout the life of a project.

You simply need to answer the question: what are the major demands of the project and in what order do they need to be completed? Failing to meet demands can cause delays and even jeopardize the success of your project so it’s important to track them closely.

If there’s anything that could delay your project, it should be captured in the Requirements list.

Establish Start & End Dates

The start and end dates of any project are the two most crucial dates. Establishing these milestones will help you measure your progress and keep things on track.

To establish timelines, you’ll need to know what the overall goal of the project is and break it down into smaller tasks that can be completed along the way.

You’ll want to take into account the amount of time each task will take and set a realistic deadline for the project as a whole.

Assign Team members

Once you have a clear picture of what needs to be done, assigning team members is the next step. This helps you divide up tasks and establish accountability among your team for completing them promptly.

Depending on the size of your project it might make sense to assign different people or teams to each task that’s been planned out. You’ll also want to consider assigning people to tasks that they’re good at or enjoy.

This will help keep everyone happy and motivated while working on the project.

Design Approval

Design Approval

Any time you change the design of a website, for example, you need to get approval from the client. This type of milestone can be used in other areas of your project as well.

Typically, you’ll want to establish a design milestone when the project is about 60-70% complete. This will give your team time to make any necessary changes without putting the entire project at risk.

Review Project

Project reviews are milestones that help you assess your progress and determine if things are on track. These milestones can be used multiple times throughout a project to make sure it’s going off without a hitch or issues before they become more prominent.

There should always be milestones set for assessing the overall health of a project, making course corrections as necessary.

Testing

If applicable, testing should be factored into your project milestone plan. When you’re testing, it’s important to have a clear idea of what needs to be tested and in what order.

This will help ensure that your project is working properly before being released for public or client use. Testing can include anything from beta testing a product to user acceptance testing (UAT). UAT is when you test a product or website with real users to make sure it’s ready for launch.

For example, if the website has been shown to not convert a high enough number of sales, you’ll want to find out why before going live.

Are your settings correct? Is there a compatibility issue with the client’s browser? Or perhaps something is just not quite right and needs to be changed or fixed before being released for public use.

At this point, the testing milestone will go into effect and you’ll want to determine what the issue is, how it can be resolved, and when testing will begin again.

Final Approval

The final approval milestone is the one everyone’s working towards. This is the point where the client signs off on the project and it’s considered complete.

This can also be seen as a deliverable milestone, meaning that once it’s reached, you’ve delivered everything that was promised to the client.

Project management tools like Teamly can help you set key tasks and milestones throughout the lifecycle of your project and monitor progress to ensure that things are on track.

Launch

The final milestone in any project is the launch. This is when you finally put your product, service, or website out into the world and see how it performs.

If everything goes well, congratulations! You’ve completed your project. However, if there are problems, don’t worry – it’s not the end of the world. Just take a step back, analyze what went wrong, and make the necessary changes so that you can learn from your mistakes.

Create your project milestone plan

How to put it all together

Now it’s time to put it all together and create your project milestone plan.

One way to go about creating your project milestone plan is by using a project management tool like, Teamly. After you do the initial setup, you can then use the tool to create a timeline, assignments for team members and your project.

Teamly will help you create key tasks and milestones throughout the lifecycle of your project and monitor progress to ensure that things are on track. This will help you visualize how everything is going to progress and when each milestone should be reached.

Plus, Teamly’s chat interface is extremely simple to use, making it easy to keep everyone on the same page.

In just a few steps, you can quickly create your project milestone plan and adjust it as necessary.

Step 1 –> Go to www.teamly.com and create a login.

Step 2 –> Create a project.

On the dashboard, screen select “Create a Project.”

It’s at this step you can add an avatar to your project so that it’s easily identified. for you and your team. This will help you quickly identify what project is being worked on at any given time, making it easy to stay organized.

Step 3 –> Place your team members in the correct department.

Now, it’s time to assign teams to their appropriate department. This is important because when you’re assigning tasks and milestones, you’ll want each team working separately on the different areas of your project before putting them all together in one final product or website.

This step will help ensure that nothing gets missed when creating your milestone plan. If necessary, you can always add additional teams as your project progresses.

When your team members log in they will see what teams they are in and can begin chatting about their projects. There are several fantastic features included with our chat, such as bookmarks for quick reference to past conversations, file sharing, and the ability to quickly share screenshots.

Step 4 –> Add tasks and milestones to the workflow screen.

The next step is to add tasks and milestones, also known as “to do” in Teamly. And this is super intuitive to do, just click the “+” symbol on top of the screen. Enter in a task name, description, assignee, and due date. You can also add tags and notes for additional clarity.

Step 5 –> Assign work to appropriate team members.

Now it’s time for you to assign your different milestones to the appropriate teams so that they know what they need to work on when creating their tasks. And be sure to stay on top of your team by using the chat feature.

Conclusion

Project milestone planning can seem daunting, but by following these tips and using a tool like Teamly, you’ll be able to establish key milestones quickly and easily. And best of all, you’ll know exactly what needs to be done to keep your project on track.

How To Assess Risk As A Project Manager: Identifying and Evaluating Project Risks

How to monitor risks in a project
@teamly
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As a project manager, it’s essential to be able to identify and evaluate the risks associated with your projects. By doing so, you can reduce the likelihood of these risks becoming actual problems.

In this blog article, we’ll go through the process of analyzing project risks. We’ll also offer some advice on how to stay one step ahead of any problems that may crop up. Then we’ll look at the most frequent events that can put a project in jeopardy. Followed by a checklist that will help you assess the severity of any potential risk. Let’s get started.

What is Risk Management

What is risk management?

A risk is defined as an uncertain event or condition that could result in a future loss to a project’s objectives. If you think about how many risks there are for projects and how many things can go wrong, it becomes clear why evaluating them is so important. Risks should be analyzed throughout their life cycle to ensure they don’t become actual problems to the project.

Risk management is the process of identifying, analyzing, monitoring and controlling risks in a project. So how can you do this for your project?

How to evaluate risks

There are four steps to evaluate risks:

  1. Identify the risks
  2. Analyze the risks
  3. Monitor the risks
  4. Control the risks

1. Identifying the Risks:

The first step in risk management is identifying all of the risks in a project. You can think of risk management as a proactive process that is used to identify risks before they happen. You need an accurate list of everything that might go wrong in your project, so be sure to take a proportional amount of time during the planning phase to do this.

Your projects potential risks come in four distinct forms:

  • Environmental Risks – These include natural disasters and other events that are out of your control.
  • Operational Risks – These are risks that are caused by how the project is being executed, such as equipment failure or human error.
  • Strategic Risks – These are risks that could have a large impact on the success of the project, such as changes in market conditions.
  • Personnel Risks – These are risks that involve the people working on the project, such as a key team member leaving or getting sick.

2. Analyze the risks:

Once you have identified all of the risks in your project, it is time to analyze how serious they are. Consider how likely each threat is, as well as the impact these risks would have on your project if they came to pass. You’ll want this information when establishing a contingency plan for your project.

Let’s say, for example, the risk of the project deadline being missed is high, but the impact – such as lost sales or negative publicity – would be medium. On the other hand, a risk of an explosion in the lab could have a very high impact, even if it is low in likelihood.

Basically, what you want to do is rank each risk according to how serious it is and then create a risk matrix. This is a document that will track all of the risks in your project, including how serious they are and what you are doing to mitigate them.

Risk Matrix = a risk matrix can be defined as a spreadsheet or grid that shows the probability of a risk occurring and how much it will cost to mitigate.

When creating your own, be sure to start with the most likely risks on top and then categorize how serious they are. You can use different colors to indicate how significant each risk is: green for low impact, yellow for medium impact, and red for high impact. You’ll want to color-code your risk matrix or register so you can easily see what needs attention first.

A risk matrix is a good way to visually track how likely and how serious each potential risk is in your project.

Monitor the Risks

3. Monitor the Risks:

After you’ve identified and assessed the dangers, it’s time to start monitoring them. Risk management is a continuous operation that should be revisited throughout a project.

So, what is the distinction between monitoring risk and analyzing it?

Analyzing is what you do when your preparing for a project. You figure out how likely a risk is to happen and what the impact will be if it does. It’s a lot more about anticipating problems before the project starts.

Monitoring is what you do when the project has already kicked off. You keep track of the risks and make sure they stay at bay.

This is an important step because you don’t want any surprises popping up during the project. You’ll want to have a system in place for tracking any changes in risk probability or impact, so you can take appropriate action.

Risk monitoring includes tracking how often each risk occurs and how much impact it has on the project. You should also update your risk documents as new information arises.

For example, you might generate a simple 5 point scale to calculate how often each risk occurs:

  • Risk is not occurring (5)
  • Risk happens rarely (once every two months) (4)
  • Risk is occasionally happening (once every one to three months) (3)
  • Risks occur frequently (more than once a month) (2)
  • Risk is always happening (once a week) (1)

This will help you to track the risks and how they are changing over time. This information can be tracked in risk logs or on separate charts. This way, your team will know how best to allocate their resources to mitigate these risks.

You should set a deadline, once a month or more frequently, to review the risk matrix along with other key documents, to stay on top of your dangers. This will allow you to consider how each risk is progressing and how likely it is that this hazard will become an actual issue.

Control the Risks

4. Control the Risks:

The final step in risk management is controlling the risks. You need to make sure the impact of each risk is limited and that you are prepared for how to handle it if it does happen. This means creating contingency plans in case a threat occurs, taking proactive measures when possible, and being ready with your response plan just in case an emergency happens.

For example, how can you control the risk of team members leaving your project? You can try to prevent the risk by offering competitive salaries and benefits along with good work-life balance policies.

At the same time, it’s important to be prepared for how you will handle this situation if personnel leave. Identify how much this would affect your team and how long it might take before they are fully replaced. Make sure your team can function without this person and that you have a plan in place for how to fill the position if necessary.

A contingency plan is a great way to control risk. It’s an alternative plan that you create in case your primary strategy fails or if the situation becomes unfavorable.

Contingency plans can help prevent some risks by being prepared for them before they happen, rather than waiting until it is too late. For example, consider what would happen with your project if you lost access to your primary data source.

Your contingency plan for this situation would be to have a backup of the data, so you can continue working on the project. This might mean having an extra copy of the data or accessing it through a different means.

Common events that need risk evaluation

Common events that need risk evaluation

Now that you know how to evaluate a project’s risk, it’s time to look at common events that can impact your project. These common events can include changes to the business environment, new technology developments, or personnel changes.

Each of these events can have a significant impact on your project and it’s important to evaluate how they might affect your risk register. Let’s take a deeper look into each of these events to see how best they can be managed.

Business Environment Shift

Businesses are never static; rather, they are constantly moving and shifting. That’s why it is important to be prepared for how a change in the business environment might affect your project. This could be anything from a new competitor entering the market, to changes in government regulations.

All of this data will have an impact on how you run your team and continuing projects, therefore it’s critical to stay informed at all times.

For example, if your company is acquired by another company, this could mean that the original goals of your project are no longer relevant. You would need to update your risk matrix to reflect this change and ensure that all of the risks are still applicable.

Another key event might be the release of a new product by your company’s competition. If you have a lot of competitors, there’s a good chance that they’re paying close attention to your business. This might suggest that you need to revise the risk matrix to include things like competitors cloning your ideas or feature theft.

Just as key events can impact your project, your project can also have an impact on key events. For example, if you are working on a new software system that is set to launch soon, this could mean that the company’s old system needs to be retired earlier than planned. This would have a significant impact on the company and would need to be evaluated in your risk register.

New Technology

Another common event to be on the lookout for is new technology. Technology is constantly evolving and new tools are being developed all the time. This can have a big impact on your project, as you might need to update your plans to account for these new tools.

For example, if you’re working on a project that involves building a website, there’s a good chance that the design of the website will change over time. This is because newer technologies are always being developed, so you need to be prepared to update your designs periodically.

Similarly, if you’re working on a web-based project, you need to be ready for the possibility that your users might upgrade their browsers and not support older versions. This could lead to design changes as well.

New technology can also affect how we use key events in your risk evaluation process. For example, if there’s an app available online that does something your project is trying to do, you need to take this into account. The app might have already solved the risk that your team was trying to mitigate.

Staffing Changes

Staffing Changes

The last key event we’ll look at is staffing changes. Staffing changes can be anything from someone leaving the company, to a new hire joining the team. No matter what the change is, it can have a big impact on your project.

For example, if someone leaves the company, they might take their knowledge of the project with them. This could leave your team struggling to continue the project without them.

Or what if you’re working on a project that’s near completion, and a key member of the team leaves, this could create a major delay to the project.

It’s important to stay on top of key events so that you can properly assess and manage risk in your projects. By being aware of these events, you’ll be able to make sure that your risk matrix is always up-to-date and ensure that everyone is working towards achieving the project’s objectives.

Summary

As a project manager, you must be able to evaluate the risks of your next project. It’s critical for success to understand how significant each risk will be for your company’s success. Knowing what actions are appropriate at different stages in the process can help you take control over any setbacks that may come up along the way.

In this post, we’ve given some risk assessment and management suggestions in the hopes of providing you with fresh ideas for how to see your teams’ future projects through to a successful end.

Knowing the risks and identifying good opportunities is essential for learning how you can control them in your next project, which will help ensure that all objectives are met on time and within budget.

10 Powerful Hacks for Handling Project Management Challenges

Project management challenges

Do you find project management to be a master juggling act?

Whether you’re working through team issues, assuaging a client, resisting scope creep or encountering the unexpected, there’s always something coming at you.

With so many balls in the air, you’ve probably more than once wished you had a third arm!

The good news is, whether you’re working to keep costs down, stay on schedule, or deliver premium service, there is a solution to every challenge.

Let’s look at some key challenges in project management, and the steps to take to overcome them.

No Clarity Around Project Goals

1. No Clarity Around Project Goals

Sometimes a company is so intent on bidding and winning a big project that they put no focus into carrying it out. Building the team and looking into particulars is treated like an afterthought. The scope isn’t laid out and the team doesn’t even quite understand what it’s working toward.

When a project manager goes into a project blind, a whole lot could go wrong. With no clear goal in mind, the team may well meander down side alleys, causing the project to go way over budget. Or the team may not have all of the necessary skills, resulting in a subpar deliverable and an unhappy client.

How to Handle It

The role of the project manager is to oversee and monitor a project. You’ve been hired to both get into the weeds and see the big picture at the same time.

Generally the leader isn’t interested in all the minutia, and so it falls to you to create a comprehensive plan. Gather as many details as possible in order to understand the what, the how, the when, and the why of the project. Be sure to have clarity around things like the budget, the skills needed, the timeline, and any risks the project may have.

Once you have a clear understanding, the next step in the planning process is to communicate everything to the team and the stakeholders at an all-hands-on-deck meeting. Make sure everyone understands the overall goal and the timeline. Select a software system that allows everyone to keep abreast of what’s going on and stay on the same page throughout the project.

When the team knows what the objective is from day one, it’s easier to manage expectations. Both you and they know what the project is all about.

Too Many Communication Tools and Preferences

2. Too Many Communication Tools and Preferences

At the beginning of a project, it’s easy to make expectations clear and have everyone working from the same platform. However, as the project progresses into weeks and even months, people have a tendency to slide into their preferred ways of doing things. You may have a trio who communicates with voice messages, while others exclusively use text or email.

When communication gets siloed, and decisions are made on a variety of platforms, it means that not everyone is “in” on what’s going on. This creates lag, as time is wasted bringing everyone up to speed.

How to Handle It

It’s never easy to draw people out of their habits and tendencies, but a project manager’s role is to consistently monitor the project all the way to its completion. Course correction is part of the game.

Take some time at the beginning of a project to select an effective and easy-to- use communication platform. When you see team members veering away and using other apps, don’t be shy about tapping them on the shoulder to bring them back in line.

Set a strong example by consistently using the central tool yourself, and post all critical information there.

When a team understands how central communication benefits the entire team, it’s easier to get them to cooperate.

Project Keeps Getting Bigger

3. The Project Keeps Getting Bigger…and Bigger

After a project is well underway, it’s not uncommon for a client to have a chat with a team member and ask for a few extra features to the final deliverable. Or maybe the boss, mid-way through, sends a quick text asking you if the team could take on another small task.

In the interest of being agreeable and going with the flow, it’s really easy to say “sure, no problem” to these small requests.

Pretty much every project experiences some level of scope creep. As the name implies, scope creep isn’t about making one or two big changes, but is more about making lots and lots of small changes to the deliverable. When these small changes add up, they have a huge impact on the project’s overall cost, schedule, and performance.

Too much scope creep spells disaster. It means the team has to get pretty scrappy toward the end of a project. Everyone works overtime, performance is sloppy, and people work on tasks not at all in their skill set. People aren’t duly compensated for their work, and team morale declines.

How to Handle It

In order to keep a project’s cost, schedule and performance on track, a project manager needs to have a system in place for handling scope creep.

First of all, it’s necessary to create clear demarcations about the different types of added tasks. Some changes won’t really affect a project’s cost or timeline at all. In these instances, it’s usually ok for someone to give them a green light.

However, when an added task affects a project’s budget and timeline, there needs to be protocol in place to submit the change for approval. A system that permits one team member to simply verbally agree to a task which would entail hours of additional labor from the entire team isn’t going to cut it.

Evaluating each task individually allows the leader and the project manager to judiciously decide whether or not it should be approved.

Scope creep is kind of a gray area, so at the onset, be sure everyone on the team understands what sort of tasks constitute scope creep, as well as the process for getting additional tasks approved

Communicating effectively with the client is also an important aspect of scope creep. It’s important to address requests with some flexibility, while also keeping the project on track.

The solution to handling scope creep, oftentimes, is about good processes and communication.

The Team Lacks Necessary Skills

4. The Team Lacks Necessary Skills

When a project requires specialized skills, oftentimes the team doesn’t have the expertise they need. Or, maybe some people have received training, but don’t have any on-the-job experience.

Significant skill-gaps means that a project cannot be completed, or that the deliverable is below standard.

How to Handle It

A satisfied and happy client is every project’s end-goal, and so paying attention to skill and performance levels is as important as winning the job.

A skill assessment needs to take place at the beginning of the project. When the project manager sits down with the leader to go through everything, it’s necessary to make a detailed account of all the skills required to complete the job.

At this point, you can build a skills matrix, which looks at everyone on the team, and aligns them with all the tasks required. Using this matrix, it’s easy to spot gaps and weak areas, and develop a plan to address them.

Here are a few ways to go about strengthening a project’s skill base:

  • Provide training in new skills that are necessary for completing the project.
  • In instances where only one team member possesses a critical skill, implement the practice of pairing. This is where two people work alongside each other on the same task. Pairing strengthens the skill base of the team, as it trains multiple people in the same skill. This way, when one person is absent, others can pick up the slack.
  • Identify the skills and tasks that require a freelancer or independent contractor, and look into hiring them.

With a little foresight, it’s possible to overcome gaps in your team’s skill set and to build a highly skilled team equipped to complete the project.

An Ever-Changing Team

5. An Ever-Changing Team

As discussed, a project that requires specialized skills often means hiring independent contractors and freelancers. These part-time employees always have commitments to other jobs and organizations, meaning you never have their full attention.

It’s easy for team enthusiasm to wane when everyone isn’t 100% committed to a project. When a freelancer feels sidelined from team activities, it weakens collaborative tasks, and it could result in subpar deliverables.

How to Handle It

Building a cohesive team is a hard-won achievement for any project manager. Having a freelancing onboarding process and utilizing team building activities are key.

Whenever possible, hire freelancers yourself, and take some time orienting them to the team and the project. Bringing them up to speed on what the company is about ensures their work aligns to its brand, mission and values. In order to clearly communicate job expectations, have face-to-face conversations about what you’re looking for. This helps to clear up all questions and concerns.

Explain the processes and tools that the team uses to communicate. Set them up with messaging and email accounts when necessary.

Even when people are moving in and out of a project, it’s still possible, and very important, to build camaraderie amongst the base. This collaborative spirit really improves performance.

A daily scrum or standup, where the team discusses issues, and progress, keeps everyone abreast of what’s going on. Including icebreakers or casual chats as a part of meetings builds rapport as well.

Diverse and Distributed Teams

6. Diverse and Distributed Teams

Most teams are composed of people from all sorts of backgrounds and skill sets, including engineers, marketers, graphic designers, and people from completely different cultures, with varying levels of English fluency.

If all this diversity doesn’t pose enough of a communication challenge, more and more teams have become distributed. Face-to-face conversations take place rarely, if at all.

This diversity and fragmentation can lead to communication breakdown, which poses a real threat to a project. Key decisions aren’t communicated across the team, and snafus run rampant. Sometimes, a client learns about problems from a third party, causing them to lose faith in the project manager and the team.

How to Handle It

Communication is at the heart of a project manager’s role. Processes that create channels of communication allows a project to keep on schedule, and performance levels stay high.

One process for healthy communication is a daily scrum. At these meetings, everyone explains how they are progressing, and identifies anything that is blocking them from getting things done, or slowing things down. A team might adopt the mantra of “no blockers,” meaning it decides to switch to another task while it waits for an obstacle to be removed.

It’s important to conduct the scrum in an open environment, where people are able to share frustrations and get everything out in the open.

Another healthy communication method for a distributed team is an ongoing chat, where people post daily updates and status reports on the project. The project manager keeps these chats active by checking in daily, and regularly responding to messages. This practice also keeps everyone working from the same software platform.

Regular status updates with a client keeps them abreast of everything that’s going on with a project. It’s way better for the client to hear about a snafu from the project manager than a third party. So even if the news is hard to deliver, it’s necessary to keep the channel of communication open.

Teams Conflict With the Leader

7. Teams Conflict With the Leader

Sometimes, during the course of a project, the team and the boss are on completely different pages. Maybe the team isn’t at all on board with the marketing plan, or it believes the product isn’t going to benefit the end user.

Performance declines when people are not emotionally invested in the project. And if the deliverable really is subpar, then the client won’t be satisfied, either.

How to Handle It

A project manager acts as a liaison between the team and the leader. It can feel like swaying back and forth on a seesaw at times.

When a project manager notices a real disconnect between the team and the leader, the first step is to determine if the problem merits the leader’s attention. Is this just the sentiments of one or two people, or the entire team? Additionally, are the grievances backed up by data?

It’s not always easy to bring a challenging or unexpected message to a boss, but any good leader wants to understand how the team feels about a project.

When having a difficult conversation, it’s important to keep them one-on-one if possible, and plan your message ahead of time.

Once you’ve said your piece, it’s in the leader’s hands to decide what to do with the information.

A Difficult Client

8. A Difficult Client

Clients have been known to make excessive demands. Maybe they want to meet with you every day, or impose deadlines that the team simply cannot meet. Sometimes, a client constantly wants to talk about increasing the scope of a project.

A difficult or demanding client is a recipe for overwork and burnout. Meeting all of their requests means that the project is well over cost and schedule.

How to Handle It

In the same way that a client is picky when choosing a team, it’s important for a team to be picky about choosing a client. Your client impacts your mental health, and that of the team.

Finding a good fit is a learning process. You may have to work with a few difficult clients before you’re able to identify what to look for.

It’s important to set boundaries with the client at the onset. Make sure that the work and scope of the project are mapped out, and explain the protocol for introducing new tasks to the scope. Perhaps this means filling out a change order or something like that.

The initial conversations, before a contract has been signed, is the time to look for clues as to whether the client will respect your boundaries.

After a time, it becomes easier to identify red flags. For example, when a client skimps and haggles over the contract, it could be a harbinger of difficulties to come. You want someone who respects the skills and time of the team, and is willing to pay the price.

Staying on Schedule

9. Staying on Schedule

It’s really easy to get held up on a project and to spend two weeks working on something that was supposed to only take one. When delays add up, just like scope creep, they make a huge impact on a project’s overall timeline.

A company pays a toll when it doesn’t meet deadlines. It may well lead to an unhappy client. Plus, it keeps the team from taking on more projects, which translates into less income for the team.

How to Handle It

The project manager’s role is to monitor a project and keep it on schedule. In order to achieve this, it’s helpful to have a system or two in place.

A burndown (or burnup) chart is an effective way to plot the entire scope of work for a project alongside its timeline. It plots total work on the vertical and time on the horizontal. The burndown chart provides the team, client, and the leader an easy visual to understand how the project is proceeding versus its schedule.

Regular check-ins with the team are important for staying on track. At the meeting, be sure to discuss anything that’s impeding progress, and also make sure the team has the tools and skills it needs to do the job.

When the project manager knows about things that slow the team down, he or she can work to remove and fix them.

Staying on schedule is tricky for any project, and consistent monitoring, along with good systems, is key.

Facing the Unexpected

10. Facing the Unexpected

Every project throws a pitch or two that you don’t see coming. Maybe you’re in construction, and there’s a huge storm that delays everything for a week. Or else a team member has an unplanned absence that holds everything up.

Whiffing at too many unanticipated curve balls means a project is sure to strike out. Tasks won’t be completed, creating huge delays, and the project won’t meet its deadline.

How to Handle It

Although you never know what a project may bring, it really is possible to plan for the unexpected. One critical step in a project’s planning process is sitting down with the leader at the beginning and brainstorming all the risks.

Depending on your project, risks could include things like weather, equipment failures, and licensing regulations. When there’s too many hang ups in these areas, things won’t move forward.

When you look closely at each risk, it’s possible to develop a plan for course correction.

Additionally, take a close look at the team to ensure that the skill base is strong. Consider providing training in areas that look weak.

As far as the budget is concerned, it’s always smart to set aside as much as 10% for the unexpected. If you don’t use it, then completing the project under budget will be a feather in your cap.

Mitigating risk is all about putting a plan in place beforehand. This way, when you encounter a fastball, you’ll be ready to knock it out of the park.

Conclusion

Every project faces so many challenges that it’s best to approach project management with a manta like: “expect the worst, and hope for the best.”

All of these challenges, however, are pretty similar. Going into a project with as much information as possible makes you poised for success.

When you anticipate problems, they’re much easier to handle. Working through them requires consistently monitoring, planning, and communicating to all parties throughout a project.

Teamly’s project management software provides an intuitive, easy-to-use interface that is perfect for remote teams. Our messaging services provide a strong central hub for keeping your team’s communication strong throughout a project. Come check us out today!