Key Project Management Skills for Your Team to Excel

2024.03.18 03:46 PM By Joshua Taddeo, Principal Consultant
Using Technology to Develop Key Project Management Skills
Every business is racing to outdo what it accomplished last year while accomplishing its long-term goals despite resource constraints. To achieve this, team members at all levels must have key project management (PM) skills to ensure project completion, efficiency, and timeliness. With constant changes in the marketplace and many modern businesses running hybrid or remote, managers must deploy more advanced techniques like resource workload balancing and project crashing with asynchronous communication between team members across the globe.

Perhaps the most important of these project management skills is prioritization, which is almost always in the hands of leadership. Prioritization evolved as a leadership superpower because modern-day professionals often work on multiple projects. As a leader, knowing what needs attention first, how best to allocate and balance resources toward that, and aligning projects with business goals is crucial to improving your team's performance. As you strengthen your prioritization skills, training your teams on outstanding project management skills at all levels and assigning which level makes decisions by importance and impact can help your team increase productivity and quality.               

Fundamental Project Management Skills

Project management requires a diverse set of hard technical and soft interpersonal skills. Mastering the fundamentals is essential for delivering successful projects.

Hard Skills

Planning: Effective planning is the bedrock of project management. Project managers should support the team in defining clear project objectives, milestones, and deliverables so they can work together to create detailed project plans that break the work into manageable tasks, estimate timelines and resource requirements, and identify task dependencies. Meticulous planning in the early stages is crucial for keeping the project on track.


Scheduling: With a solid plan in place, project managers then focus on developing and managing a realistic schedule by working with the team to identify potential bottlenecks and react to challenges as they arise. The project manager should determine and share the critical path with the team. The critical path is the longest series of dependent tasks directly impacting the project end date. Team members should help assign resources based on the most effective person for the intended outcome and set deadlines for each task. Throughout the project, everyone should monitor progress against the baseline schedule and adjust as needed to keep things on course. Competency in scheduling tools and techniques like Gantt charts is a must.


Budgeting: Delivering projects within the approved budget is a crucial responsibility. Project managers estimate costs, allocate funds to various tasks, and track expenses. However, the team needs to understand the budget and elevate potential financial risks as they arise, including the potential of running over the intended hours to complete a portion of the project. Remember, budgeting includes labor costs, which can balloon the true costs of multiple projects if the team cannot move on to other important work. Therefore, team members should help forecast how changes in scope or timelines will impact the budget and proactively communicate with stakeholders to manage expectations. Financial acumen and proficiency in cost management are essential.


Risk Management: Proactively identifying, evaluating, and responding to potential risks is an ongoing part of every team's job. Assessing the risk's probability and impact and developing mitigation and contingency plans as a team can support minimizing risks immediately as well as lowering the chance for a similar issue to occur in the future. Effective risk management minimizes surprises, reduces fire drills, and increases the odds of project success. Formal risk assessment techniques and robust risk tracking are essential skills to master.


A lot goes into the project planning phase utilizing these hard skills. Generally, a project plan includes:


  • Goals and project objectives
  • Stakeholders and roles
  • Communication plan
  • Scope and budget
  • Milestones, deliverables, and project dependencies
  • Success metrics
  • Timeline and schedule


However, plans often don't follow specifications when encountering real-world conditions and limitations during execution. That's where soft skills come into play. They help the team react in real time to the challenges throughout the project timeline. 

Soft Skills

Effective collaboration, teamwork, empathy, listening, and communication are the cornerstones of successful project management. These skills generally only come from experience and internalizing the best approach to individuals working on the project. 


Communication: Team members spend a significant amount of time communicating - with other task assignees, stakeholders, vendors, and customers. They should be able to clearly articulate goals, give direction, provide status updates, deliver presentations, and have difficult conversations when needed. Active listening, diplomacy, and tailoring the message to the audience are all key. While project managers are the central hub through which most project information flows, anyone on the team should be able to communicate project requirements to help alleviate challenges without bringing in the project manager every time.


Leadership: Project managers are the captains of the ship. They provide vision, motivation, and direction to guide the team to a successful outcome. However, leadership can come from any role at any time. Effective project leaders empower team members, foster collaboration, mediate conflicts, and make tough decisions even if they don't have the title of project manager. They serve as role models, build trust, and bring out the best in others. Emotional intelligence and the ability to adapt their inspiration style to the situation are valuable assets for every team member.


Teamwork: Projects are rarely completed in a vacuum. Project managers build and nurture high-performing teams, often drawing together people from different functions who have never worked together. However, if you want your teams to succeed without management's constant guidance, you should clarify roles, set expectations, and facilitate relationship-building skills for all team members. Throughout the project and as a group, teams should understand the current relationship dynamics, provide feedback or even coaching, and continually look for ways to improve project and process performance. Understanding team development stages and motivation techniques serves all team members well.


Problem-solving: Issues and obstacles are inevitable in any complex project. Team members need to be proactive trouble-shooters and creative problem-solvers. Everyone should be able to analyze root causes, evaluate alternatives, build consensus around solutions, and implement corrective actions. The team should also capture lessons learned, place them in a central location, and review them regularly to prevent problems from recurring. Structured problem-solving, decision-making, and facilitation skills are essential tools in a project manager's toolkit.


Mastering these fundamental hard and soft skills provides a solid foundation for project management success. But the learning doesn't stop there. Continuous improvement through training, mentoring, on-the-job experience, and adopting best practices is a career-long endeavor for all team members committed to establishing the most collaborative teams.

Collaboration - the Most Important Soft Skill

Puzzle Pieces Showing a Diverse Team Collaborating
Collaboration helps accelerate task completion and boost efficiency. Collaborating across teams provides a unique perspective, offering insights that may not surface within a single team. The involvement of diverse minds inherently enhances project creativity and development.

To enhance collaboration skills, engage in meaningful conversations and employ techniques such as active listening to ensure focus and engagement during discussions. Mastering open communication, breaking down boundaries, and fostering a co-creative environment is easy to say but difficult to achieve, even though it's pivotal for cultivating a truly collaborative team. Don't let the team lose focus on this goal, even if it's not working out after a few rounds of adjustments and lessons learned.

Each team member brings unique strengths, making the team more effective when collaborating than working alone. Teamwork creates an environment where everyone feels welcome, valued, and supported in their contributions. To enhance your teamwork skills, actively participate in team brainstorms, engage in one-on-one conversations, and seek feedback from your team. Explore ways to improve as a team member and as a group, pay attention to those who may not have spoken recently, and provide support when a team member introduces a new idea. This collaborative approach strengthens the team and fosters a culture of inclusivity and mutual support.

Communication breakdowns often occur in group settings, but improving communication skills can significantly enhance project efficiency and enjoyment. To develop these skills, practice open and honest communication with your coworkers. Remind team members to focus on the necessary adjustments to the work and the importance of the outcomes to avoid giving feedback that can be taken as a personal attack. Simultaneously, each team member should work towards taking criticism as a means for improvement without personalizing the statements or feeling ostracized by the group. 

Establishing trust is crucial, so encourage team members to express their thoughts openly in discussions, even when opinions differ. When you've clarified who the decision makers are at each level, open communication is a great way to gather the advice of the entire team while still maintaining project speed through immediate decision-making. This approach fosters a culture of transparent communication, reducing misunderstandings and contributing to a smoother and more enjoyable project experience.

The Importance of Tools and Software for Project Management

Teams often resort to spreadsheets, valuable tools for the general organization of a plan, but they usually lack real-time updates or do not allow you to balance workload across teams properly. Spreadsheets can hinder cross-functional collaboration, highlighting their limitations compared to the capabilities of dedicated project management software. Beyond its various advantages, project management software is the central hub connecting work, teams, stakeholders, goals, and all the intricate elements involved in project management. It's an essential asset for facilitating seamless collaboration and efficient project coordination.


As an operations and leadership tool, accurately tracking time spent on each task and the difference between team members can help you properly workload balance resources. While teams don't love being thought of as a production line, any repeatable process in a business can and should be analyzed like a factory. Only when you have the data can you improve the outcomes, and the teams should play a significant role in the analysis. When dealing with machinery, there's less of a need to dive deep into the why of every data point. The challenges are usually more apparent as a breakdown in a part or a misalignment between sections of the inputs and outputs. 


However, when dealing with people and processes across or between departments, getting first-hand feedback is the only accurate way to make sense of the data. Why does legal review take so long? Maybe it's because you aren't allocating enough resources to meet your timelines - people can only review so fast. Or perhaps you're putting too many projects through the system, and their value doesn't warrant allocating that level of expensive resources, meaning you should drop your SLAs and explain to the team to expect a delay in review. By mixing data and first-hand knowledge of the "why" of the data, you gain the insights necessary to make impactful decisions that propel the business forward without simply increasing pressure on teams, which leads to burnout. 


Task & Project Management Tools: Task Management Tools are the linchpin of efficient project organization. They provide a systematic approach to tracking tasks, offering improved visibility into task progress. By fostering collaboration among team members, these tools ensure that project teams work cohesively towards shared goals, enhancing overall project organization.


Collaboration Platforms: In the age of remote collaboration, Collaboration Platforms have become indispensable for project teams. These platforms promote enhanced teamwork and efficient information flow. They play a crucial role in keeping dispersed teams connected and engaged.


Project Scheduling Software: This technology helps to manage project timelines and schedules. These tools aid in creating, modifying, and visualizing project schedules, enabling effective planning, optimal resource allocation, and adherence to critical timelines. Integrating project scheduling software streamlines the planning process, contributing to project success by keeping everyone aligned with milestones.


Communication and Messaging Apps: They provide instant and efficient channels for team members to connect. These apps reduce delays in communication and promote real-time collaboration. Effective communication is the key to project success, and these tools ensure that project teams stay well-connected and responsive.


Document Sharing and Management Tools: These tools act as centralized platforms for collaborative work on project-related documents. By streamlining document version control, ensuring easy access for team members, and enhancing overall document management efficiency, they contribute to a more organized and collaborative project environment.


Ideally, each tool is integrated or included in your single project management software. However, many organizations focus on building purpose-built tools to solve a single project. Integration technologies are what technology consultants do best. They can play an important role in your team. They know various platforms and the abilities or limitations of connecting them. Suppose your team is struggling to organize and execute with the existing technologies. In that case, it may be time to contact an operations consultant to analyze your existing processes and collaborate with a technology consultant to recommend better tools or integrations.

Advanced Project Management Techniques

While fundamental project management methods are essential, today's complex business landscape demands more advanced techniques to optimize resource utilization, balance workloads, and meet stringent deadlines. Two key strategies, resource workload balancing, and project crashing, enable teams to navigate these challenges effectively.

Symbols Representing Advanced Project Management Techniques

Resource Workload Balancing

Resource workload balancing involves strategically distributing resources across multiple projects to ensure optimal utilization and prevent overloading individuals or teams. By evenly allocating tasks based on skills, availability, and capacity, you can:

- Avoid resource bottlenecks and conflicts

- Improve overall efficiency and productivity 

- Prevent team burnout and fatigue

- Maximize the use of available resources

Implementing workload balancing requires clearly understanding each team member's skills, bandwidth, and current allocations. Achieving this is nearly impossible without a system that tracks time against tasks assigned, providing a detailed picture of what to adjust for future projects and who to give what work to. Monitoring and adjusting assignments and task durations based on project priorities and individual workloads is crucial to maintaining balance.

Project Crashing

Project crashing is a technique used to accelerate project timelines by identifying critical path activities, optimizing resource allocation, and compressing schedules without sacrificing quality. When faced with tight deadlines or time-sensitive deliverables, project crashing enables you to:


- Meet aggressive deadlines without compromising work quality

- Adapt to evolving timelines and changing priorities

- Expedite projects strategically while managing risks


Effective project crashing involves:

  • Thoroughly analyzing the project schedule.
  • Identifying tasks that can be accelerated.
  • Allocating additional resources judiciously.


It's essential to weigh the costs and benefits of crashing and secure team member buy-in before proceeding. There's nothing more jarring than a project task that has been shortened without notifying the assignee ahead of time. Shortening time schedules only guarantees the intended outcome if the timelines are realistic. 

Prioritizing Work in Progress

With multiple projects competing for limited resources, prioritization becomes crucial. Regularly assessing and prioritizing work in progress helps ensure that high-impact tasks receive the necessary attention and resources. Consider the following factors when prioritizing:

- Alignment with strategic objectives and business value

- Urgency and time-sensitivity of deliverables

- Dependencies and potential bottlenecks

- Resource availability and skill requirements

Establish a clear prioritization framework and review priorities frequently in alignment with stakeholders. Be prepared to adjust priorities based on changing circumstances while communicating the rationale behind decisions. However, realize that task switching (and, by proxy, project switching) is one of the deadly sins of productivity. If your teams are juggling several projects and you shift priorities on them before any of those projects are complete, the time it takes to understand the new projects or go back to pick up the previous projects when the interrupting projects are complete can significantly slow productivity. Reprioritization should occur naturally in the progress of existing projects, allowing them to be completed or abandoned entirely rather than constantly switched around. 

Another option to consider when reprioritization is necessary is selective role handoffs. Is there another team member who is adept at or learning the skills required for the role of the project that's about to be pulled into another priority? If you have to pull a central resource off a project, is there someone who can be guided through the work to date and what's necessary to continue the project so that your interruptions don't consume your productivity? Have you trained your project managers to support this handoff, or do you have an operations team to ensure a smooth transition?

Implementing Advanced Project Management Techniques

Team Member Reviewing Steps to Effectively Implement Project Management Techniques
To effectively implement resource workload balancing, project crashing, and prioritization, follow these steps:

1. Thoroughly analyze project requirements, deadlines, and resource needs. Identify critical path activities and potential bottlenecks.

2. Prioritize tasks based on importance, urgency, and alignment with strategic goals. Allocate resources to high-priority items first.

3. Balance workloads by assigning tasks based on individual skills, availability, and capacity. Continuously monitor and adjust assignments.

4. Identify opportunities for project crashing by pinpointing tasks the team can accelerate without compromising quality. Assess costs and benefits before proceeding.

5. Foster open communication and collaboration among project teams. Encourage resource sharing and expertise exchange across projects or between adjacent tasks.

6. Leverage project management tools and software to track resource allocations, monitor progress, and make data-driven decisions.

7. Regularly review priorities and adapt to changing circumstances. Communicate priority shifts and their rationale to stakeholders.

By strategically employing resource workload balancing, project crashing, and prioritization techniques, your teams can optimize resource utilization, meet challenging deadlines, and drive successful project outcomes in today's dynamic business environment.

The Role of Team Leaders in Project Assessment and Prioritization

Frequent and structured meetings among team leaders are essential for project assessment. As a leader, you can discuss project progress, address challenges, and ensure the team aligns with project goals. Regular assessments enable you to identify potential risks, evaluate resource utilization, and make informed decisions to keep projects on track.

As a team leader, employ effective prioritization strategies when faced with limited resources or conflicting needs. Evaluate projects based on business impact, resource availability, and deadlines. Strategically aligning projects with organizational goals and constraints ensures that you focus on initiatives with the highest impact and feasibility.

For example, let's say that you had a mix of high-priority client projects, internal innovation initiatives, and routine maintenance tasks. To create a prioritization framework, you should collaborate closely with project managers, department heads, and key stakeholders. This framework considered project impact on revenue, strategic alignment, and resource requirements.

From there, categorize projects based on their level of importance. Prioritize high-impact client projects, followed by internal innovation initiatives. Strategically schedule routine maintenance tasks to avoid conflicts with high-priority projects.

Establishing Effective Prioritization Processes

Effective prioritization begins with defining clear criteria. When determining project priority, consider critical factors such as business impact, resource availability, and deadlines. 


Business Impact: Assessing how a project aligns with organizational goals, strategic objectives, and long-term vision is crucial. Stakeholders often prioritize projects when they directly contribute to revenue generation, customer satisfaction, or market competitiveness, recognizing their significant impact on the business's overall success.


Resource Availability: Evaluating the expertise, skills, and capacity of team members, along with the availability of necessary tools and technology, ensures realistic expectations regarding what the team can feasibly accomplish within a given timeframe. Prioritizing projects based on resource constraints helps optimize utilization and prevents overburdening teams.


Deadlines: Consideration of deadlines helps establish a sense of urgency and guides the sequencing of projects. To ensure timely delivery and alignment with overarching business objectives, prioritize projects with imminent deadlines or those aligned with critical organizational timelines.

Assessing these elements allows for a holistic understanding of each project's significance, ensuring prioritization aligns with overarching organizational goals.


Transparency and fairness are also crucial in the prioritization process. Adopt techniques that promote transparent decision-making, ensuring stakeholders and team members understand the rationale behind project prioritization. You'll need to create a systematic approach that evaluates projects objectively, mitigating bias and fostering a sense of equity among team members.


Effective communication is the linchpin in prioritization success. Once you make decisions, it's crucial to communicate them clearly to stakeholders and the project team. Transparent communication builds trust and understanding, aligning everyone with the chosen priorities. Regular updates and open dialogue contribute to a collaborative environment where team members feel informed and engaged in prioritization.

The Pitfalls of Constant Reprioritization

Employee Stressed About Too Much Reprioritization

Constant project reshuffling can disrupt the rhythm and flow of team members, leading to decreased productivity and potentially eroding morale. Team members invest time and effort in understanding project requirements, building momentum, and fostering collaboration. Changing priorities can create a sense of instability, impacting the team's ability to deliver quality work consistently.


While many consider multitasking a valuable skill, its effectiveness has limits. Constant reprioritization may compel teams to manage multiple projects simultaneously, heightening the risk of errors, oversights, and burnout. Recognizing the threshold of multitasking and its strain on team members is essential to maintaining efficiency and the team's well-being.


Frequent reprioritization may overload teams with an excessive workload. Understanding the team's capacity and acknowledging the finite nature of resources is crucial. Overburdening teams can lead to fatigue, diminished quality of work, and heightened stress levels, ultimately compromising the overall success of projects.


The good news is that there are strategies you can follow to minimize disruptions from 'firefighting' and urgent reprioritizations, such as: 


Clear Communication Channels: Establish transparent communication channels to relay changes in project priorities to the entire team promptly. Ensure team members know the reasons behind reprioritization and the anticipated impact on their workflow.


Robust Project Management Tools: Implement advanced tools to streamline transitions between projects and tasks. Use software that allows for real-time updates, collaborative planning, and efficient resource allocation to minimize disruptions.


Cultivate a Culture of Adaptability: Prioritize adaptability within the team, fostering a mindset that embraces change without inducing stress. Encourage open discussions about the benefits of adaptability and its role in project success.


Mindful Pivoting: Train teams to pivot effectively by providing them with the necessary skills and resources to transition seamlessly between project priorities. Fostering collaborative environments where team members are empowered to adapt and contribute constructively to evolving project landscapes keeps projects moving quickly.


Contingency Plans for 'Firefighting' Scenarios: Minimize 'firefighting' scenarios by creating well-defined contingency plans that outline steps to address urgent reprioritizations. Ensure teams have access to the resources, expertise, and support needed to efficiently tackle unforeseen challenges without compromising project timelines.

Managing Workloads and Avoiding Burnout

Maintaining a balanced workload is pivotal for sustained success. Begin by realistically assessing the number of projects a person or team can effectively handle. Consider factors like project complexity, available resources, and the skills required for each project. Also, avoid overloading individuals or teams with an excessive number of projects, as this can lead to diminished quality of work and increased stress.

As a manager, you want to closely monitor individual workloads to ensure that team members are calm and that tasks are distributed evenly based on skill sets and capacity. Implement techniques for actively monitoring team workloads, such as regular check-ins, project management tools, or workload tracking systems.              

Project managers are instrumental in fostering a balanced workload within their teams. To achieve this, regular communication with team members is paramount. By consistently engaging in open dialogue, project managers gain valuable insights into individual capacities and can proactively address team members' challenges.

Transitioning from communication to action, project managers actively participate in workload assessments. These assessments involve meticulous examination to ensure that project priorities align harmoniously with the team's capabilities and availability. This strategic alignment optimizes team performance and sets the groundwork for sustainable and effective project execution.

The Importance of a "Fire Brigade" or a Flex Team to Manage Workloads

Another vital team to build regarding project prioritization is a "fire brigade," a group of individuals with a more extensive range of skills less critical to the primary production and completion of active projects that can step in at a moment's notice. By utilizing those team members for the random one-off immediate project priority, you can maintain the production of the rest of your key initiatives with minor distractions or delays. Ensure these aren't your A-team players dedicated to the quality and volume of your primary processes. 

The goal is to maintain continuous progress on your primary goals and production while still being able to address unplanned urgent requests. In general, if someone in the organization is asking to fast-track things, they shouldn't also expect the outcome to be the highest quality. That means these "fires" are a great training ground for the newest employees or expensive contractors who can quickly scale up or down without worrying about having enough work when the fire is out. 

"Fire brigades" are also a great way to flatten "the wave" in any production process. Waves occur when work gets backlogged at different points, mainly due to miscalculating tasks and project durations or under-resourcing your expected project throughput. When things get backed up, it's great to have these immediate and expansive knowledge resources come in to complete the overflow. By stacking these resources along adjacent areas where waves are building, you can distribute the workload to these flex resources until a stage in the workflow where the primary project teams can take over. 

It's essential that the "fire brigade" is quick but also painful. Once team members and leadership realize they can't just throw a wrench into your process and expect the highest quality result, they start following the standardized process. If they don't love that process, they tend to help the teams work towards a solution to bottlenecks rather than just using these flexible teams to get around the process as designed. Additionally, those flex teams should provide feedback to the primary team members and your operations team in any way they can to speed up the workflow. There's always an opportunity to simplify or streamline a process, or it could be that the requests being made need a new process built to handle that specific variety of needs better. 
Firefighters Putting Out a Fire Representing Flex Teams

Continuous Improvement in Project Management

Continuous improvement is integral to effective project management, emphasizing the iterative process of learning and refining practices over time. A crucial aspect of this philosophy involves conducting post-project reviews to glean insights from completed endeavors. By carefully analyzing past projects' outcomes, successes, and challenges, teams can extract valuable lessons that form the basis for improvement.

The integration of feedback and lessons learned is imperative. Teams should actively seek input from team members, stakeholders, and other relevant parties. This collaborative approach enhances the understanding of what worked well and what didn't and fosters a culture of shared learning. Incorporating these insights into future project management practices ensures a dynamic and adaptive approach that evolves based on real-world experiences.

Various tools and techniques are available to support this continuous improvement journey. Project management software and performance metrics analysis are among the resources that facilitate ongoing enhancement. These tools provide visibility into project performance, enabling organizations to identify areas for improvement, refine strategies, and adapt methodologies. By embracing a commitment to continuous improvement, employees propel their teams toward greater efficiency, innovation, and success, no matter how complicated their goals may be.