Project Management | Entries from July 2014

Using MBTI for Project Success

The Myers-Briggs Type Indicator (MBTI) can be a useful tool for identifying ideal team behavior for project managementProject managers deal with numerous factors impacting success, including budget constraints, stringent timelines and technical issues. Yet one of the most common issues is communication breakdowns among different personality types on the team. By identifying and codifying different personality types, project managers can enhance the effectiveness of their teams, balancing team member strengths and weaknesses, and improving the overall project outcome.

Based on the work of Swiss psychiatrist Carl Jung, the Myers-Briggs Type Indicator is the most widely used personality assessment tool. It enables people to identify their natural preferences that guide decision-making, determine how they gather information, structure their lives and understand how they derive their personal energy.

To determine their MBTI type, individuals complete a multiple choice questionnaire that asks them to choose their preferences in a wide variety of situations. The results translate into a four-letter type, based on four dimensions, each with two preferences: Source of Energy (Extraversion or Introversion); Information (Sensing or Intuitive); Decisions (Thinking or Feeling); and Structure (Judging or Perceiving). For instance, in terms of how one makes decisions, some people use a more logical, objective thought process (called “Thinking”) while others focus on the impact the decision will have on the people involved (called “Feeling”).

Navigating personalities


The brain dictates how an employee engages with projects and approaches his or her responsibilities. Psychological type preferences can either complement each other, actively supporting success, or interfere with progress by clashing with one another. We’ve all been on teams where one or two personality types dominated; it can be very unpleasant and undermine the success of team’s effort.

But it’s not just about individuals getting along. Preferences don’t only clash or mesh with one another - they can have degrees of harmony or dissonance with the project itself. For different types of projects, different personality types can be a real asset to the team. In her article "Optimizing Myers-Briggs Type Indicator Training: Practical Applications," Jennifer Tucker, Ph.D., outlined the ranging personalities that can impact success.

For instance, some projects are more externally-focused, and can draw on the strengths of extraverts. Other projects may focus more on possibilities, not just the facts. Intuitive types are a real boon in those situations. Likewise, having Feeling types on a project that focuses on the consumer can help the team really understand the end-user in a way that a Thinking type - who relies on logic and objectivity - might miss. A project in the beginning phases can benefit from the Perceiving type, who is open to new information, and resists quick decisions. But, then again, when you need structure and closure, the Judging type is your go-to person.

Planning projects around personalities


For leaders, the trick is to discover the balance that benefits the project and mitigates risk. Managers have to decide how to utilize each personality to their project’s advantage. For example, teams that lean toward introversion may lack the continual communication needed to maintain support from senior leadership. On the other hand, projects heavily influenced by Perceiving types might struggle with expectation management, such as meeting proposed deadlines. To find the right balance, managers should pick team members that bring both preferences to the table, engaging stakeholders while making swift project decisions.

While leaders can benefit by applying personality types to project management, the MBTI isn't the only tool for determining team selection. With the right balance of personalities and effective communication skills, managers can identify individuals who bring the necessary experience for a successful project.

Independent & Hardworking, Gen X Wants Balance

Gen Xer

Managing Different Generations in the Workplace: Part One


The eclectic mix of employee personalities and working styles can be challenging in itself. However, with roughly three different generations working together at one time, multiple perspectives, and varying levels of experience, compound the complexity of training.

Generation X - birth dates ranging from the early 1960s to the early 1980s - has worked for more than two decades. With Generations Y and Z entering the fold, what's the most effective method of communication with this cohort? As the first of a four-part series, let’s break down Generation X.

The Concept of Authority

According to annual surveys administered by the Longitudinal Study of American Youth, Gen Xers are defined as people who are highly educated, active, balanced and family-oriented. The study gathers data using various questions and responses from roughly 4,000 participants who were surveyed each year from 1987 through 2010.

The LSAY is a project funded by the National Science Foundation that began in 1985 and is designed to measure the development of student attitudes toward achievements and career paths in a range of subject areas. The participants are surveyed during middle school, high school and the first four years of post-high school.

Forbes magazine explained that Gen Xers view their superiors as experts whose work experience and skill levels demand a high level of consideration and respect. They believe that being an authoritative figure in the workplace is a substantial achievement and earned through hard work and dedication. They also like structure and direction from senior leadership but are self-reliant when completing a task.

The Perception of Balance

According to Training magazine, Gen Xers strive to find a balance between the office and home. Because baby boomers are usually loyal to their workplace, Gen Xers might view their older colleagues as workaholics who are afraid of change and lack adaptability. Being brought up during a shift in technological advancements, Generation X learns from a range of modalities – from traditional, instructor-led training to online classroom environments.

Leaders should understand how Gen Xers operate and incorporate various methods to effectively engage them in the training environment. These include a mixture of visual activities, like PowerPoint presentations combined with virtual quizzes and polls. The best communication balance for managers is to provide adequate feedback to Gen Xers: It can serve as a viable motivator for continuing - or improving - their strong work ethic.

The Power of Engagement

Caught in-between two very different generations - baby boomers and millennials - Gen Xers are a blend of the old and new guards. They can endure the nitty-gritty grind of completing projects, but they also appreciate working autonomously on various assignments.

Knowing this, managers should leverage the Generation X motivators and accommodate their unique perspectives on the workplace. Direct and immediate feedback keeps them engaged and happy, contributing to the company’s success and maintaining high employee morale as well. For example, exploring monetary bonus plans for completing assignments can provide Gen Xers with the encouragement they need for optimal performance.

To work efficiently on bolstering productivity and engagement, managers need to understand the characteristics of Generation X. But with Generations Y and Z in the workplace as well, they have to accommodate for varying personalities. Stay tuned for our next feature on the Millennials and their own specific intricacies.

Review a course list or contact Merit today for more information.

To Manage Your Stakeholders Effectively, Start with a Communication Plan

The difference in project plan outcomes with and without a good communication plan is a real eye-opener for managers. When well-executed, the workflow of a project can advance seamlessly among stakeholders and break down departmental communication silos. Managing project stakeholders is critical to the success of every project. The first step to developing an efficient and effective communications plan is to assess the individuals on the team to determine who are the most essential team members for the project.

Building the Grid


Throughout their training and certification, project managers learn about the communication plan process and the role it plays in effective project management. Without a plan, communications can be disjointed and fractured, creating the potential for conflict and miscommunication. Because stakeholders often consist of contributors from different disciplines and functions, managers should conduct a thorough analysis of their team to determine the right talent for each aspect of the communication plan.
Stakeholder grid
One technique is to build a plotted grid that conveys each stakeholder’s relationship to the project. Doing so facilitates the categorization of individual employees, determining where his or her efforts will be most effective for the project. In the grid, the X axis identifies the level of interest, or how much the stakeholder will be affected by the outcome, and the Y axis signifies influence, or how much he or she can impact the finished project. Each quadrant, measured from low to high, would help measure the specific value of each project team member and develop the framework for the communication plan. Using the grid, leaders measure how much members of a team will contribute to the success of the project. Employees with high levels of interest and power would be more effective than members with lower levels of these attributes, while those with mixed levels can still positively influence the assignment. From there, managers must decide who will be included in the project.

Managing Stakeholder Expectations


Stakeholders can vary in terms of influence and interests. While the team assignment itself could drive completion, many factors can impact the project's success. Several warning signs can point to project management trouble, such as missed deadlines and conflicts among stakeholders. To combat these challenges and break down communication silos, project managers must actively follow their communication plans to the end. It is the only way to keep stakeholders in check and ensure that the project's needs are met in an efficient manner. Regular meetings - both virtual and in-person - can keep everyone up to speed on progress and serve to better manage stakeholders' expectations.

Learning from Experienced Professionals


At Merit Career Development, courses are customized to provide flexibility and meet an organization’s needs. In its experience running effective project management training, Merit has found that many managers were not creating a communication plan, endangering the success of their projects. To illustrate the impact ineffective communication plans can make, Merit had managers run a simulation of a stakeholders meeting without a communication strategy in place. The inefficiencies of this non-strategy were apparent from the start. Merit then had the managers run through the same scenario with a communication plan in place. The differences were dramatic. There was a marked improvement in performance as managers realized the indispensable benefits of effectual planning and were able to better coordinate efforts among the team. Teaching project managers the essentials of developing effective communications plans has become an important component of Merit’s project management training. Merit actively looks to turn on the light bulb for project managers so that the value of efficient communication is crystal clear for them. The solution lies in getting the participants to struggle in the first hour of training in order to understand the benefits of the second hour and the importance of a plan. This can help save time and reduce errors, repetition and confusion among stakeholders and lead to better financial gains for the business. To learn more, review Merit’s course list or contact Merit today.

Click here to find out more about Merit's Stakeholder Management Course