One of the most important factors for a successful project is clear roles and responsibilities.This is important for all projects, but especially for those in which your team has a dotted line relationship to you.
The Confused Project Team
Imagine you are assigned as a member of a project team, and you are not given clear direction about your role or what tasks you own. You may take initiative and create a role for yourself. In this scenario, you may help the project team to be successful. You may also prevent people from doing what they should be doing and create conflict that leads to the project's doom.
Instead of taking initiative, you may sit back and wait for work to be assigned to you. When you are approached about your deliverables, you may reply, "I didn't know you wanted me to..." or "I thought Joe was going to do that." Without clear accountability for tasks your project is again doomed to schedule and cost overruns.
The Organized Project Team
On the other hand, if roles are clearly defined and tasks have assigned owners, then the project team understands what is expected of them. Whether they are go-getters or laggards, they will have a goal to achieve and clear accountability for meeting their deadlines. Project teams like this are refreshing to the team members, since there is a greater sense of fairness.
As the project manager, and not just a team member, you are responsible for defining your team's roles and responsibilities at three levels: 1) project roles; 2) task ownership; and 3) accountability.
Project Roles
Clearly defined project roles help answer the question, "Why am I on this project team?" for each team member. Some people will be assigned to complete certain tasks, others may be responsible for sub-teams that have tasks or deliverables, and still others may be on your team because of the guidance they will provide.
Project roles should be agreed upon by the team members, their direct managers, and yourself. This usually requires communication of the project's purpose, the reason for the assignment of the team member, and the approximate duration of the project. It requires that the person's manager balance priorities and allocate enough time to complete the project tasks.
Don't forget to define the role of the project owner. This individual, often the sponsor of the project, will have the authority to make final decisions about project scope, schedule changes, and budget. As the project manager, you will need to actively manage the project owner's expectations and proactively communicate project status and issues.
Task Ownership
After knowing who is filling which roles in the project team, responsibility for the actual tasks and deliverables must be communicated. This will not be clear at the beginning of the project, but as the work breakdown and schedule are created, team members must be given the opportunity to clarify, expand upon, and challenge any tasks to which they are assigned.
Putting someone's name beside a task on the project plan does not convey ownership of the task to that individual. Many project plans are so long and detailed, that additions and changes are missed if they are not clearly communicated. For best results, create a collaborative environment for creating and maintaining the project schedule. Team members will feel a greater sense of ownership for tasks they have suggested.
Accountability
If you are both the manager of the people on your team and the project manager for the same people, you have great influence on the team members and can hold them accountable. You are also the exception to most organizations today, since organizations are becoming more and more matrixed in project reporting relationships.
In a matrixed project team, you may feel that you have little authority to hold people accountable. Do you need to rely solely on your charm and personal charisma to be successful? Not at all.
You can hold people accountable as long as you have defined project roles and task ownership, as described above. By being clear and up front with the team member and his or her manager on the expectations, duration, and priority of the project, you have created a clear line of accountability for project tasks.
If a team member is not meeting his or her commitments, first go to the individual and find out the reason for the delay. If you do not have the ability to remove obstacles, work with the individual's manager to clarify priorities, add resources, or provide guidance to the individual.
Always approach issues with team member performance as project problems and not personal attacks. Your goal is to be successful in your project by helping your team members to be successful and work through issues together.
Take Aways
Here are some tasks that you can assign to yourself to improve your project management skills:
- Identify the project owner of a project you are managing or on which you are a team member. How active is the project owner and how strongly does he or she influence the project (positively or negatively)?
- Look at the projects you are currently managing. Are there tasks you have created but have not clearly communicated at an individual level to the task owners?
- Reflect on a team member performance issue you have experienced. How would defining project roles, task ownership, and lines of accountability have improved the outcome?