Project Management - 2 | Merit Career Development Blog

6 Steps to Resolving Personality Conflicts

Personality Conflicts on the TeamMore often than we’d like, managers have to manage conflict. Teams are human, after all, and arguments can arise for many reasons, from disagreements over workflow and competing priorities to perceived preferential treatment, or lack thereof.

When conflicts arise, it’s the manager’s job to keep everyone moving forward, putting them together to work out technical differences or reach a compromise on resources. Even in the case of a heated debate, an effective manager can lead the team toward a decision that’s workable for everyone.

Sometimes, however, team members seem to talk past each other, arguing about peripheral issues or focusing more on each other’s personalities than anything else. These are likely indicators that the people involved simply don’t work well together. If their disagreement is surrounded by a discontent that permeates all of their interactions, cooperation stops.

It’s a thorny problem to confront, and resolving it involves more than listening to both sides and steering them toward a solution based on merit. How, then, do you forge a truce?

  1. Actively Listen. It’s critical that managers pay close attention to their team’s dynamics at all times. Personality clashes aren’t the kind of thing most people like to talk about, so you can’t depend on others to clue you in when issues start to smolder. Even as you’re putting your team together, pay attention to personalities and consider how well individuals will mesh. While it’s reasonable to expect everyone to act professionally, sometimes people take such opposite approaches that avoiding conflict may be very difficult.

  2. Deal With It Promptly. If you spot trouble, respond in a timely manner. As uncomfortable as they are to deal with, personnel issues rarely take care of themselves. Indeed, leaving people to work out conflicts on their own may only intensify the problem. When you see arguments becoming personal, take the position of mediator, quickly.

  3. Listen to Both Sides. Be sure to listen to all parties and look for more than venting sessions. You need to understand the specifics of the conflict and make them support their complaints with specifics. Most important; seek possible solutions from each person.

  4. Remain Impartial. Your role here is to be a mediator, not a judge. That means you should understand the issues from both perspectives, with an eye toward finding some middle ground. When talking to one person, try to educate them about the other’s point of view, without taking sides.

  5. Seek a Compromise. Seek recommendations from both parties on what approach might ease the tension. Maybe it’s more frequent communication, or a change in scheduling, responsibilities or processes. Maybe it’s an agreement to exchange notes before documentation is widely distributed. Regardless, encourage the parties to find pragmatic, manageable ways to work together.

  6. Document It. Follow up your conversations with emails to make sure everybody’s clear on what was discussed and agreed to. Focus on the details of the agreed-upon plans to move forward rather than on the complaints.

Of course, situations vary. While you’ll have to tailor your strategy to the personalities and issues involved, your intent should always be to focus everyone on the work they’re responsible for, and the goals they have to meet. You probably won’t turn your clashing team members into close colleagues, but you can provide them with an avenue to manage their conflict and focus on getting their work done efficiently.

For more information about how Merit Career Development can hone your leadership and management skills – including managing conflict on your team – please contact Jim Wynne at jwynne@meritcd.com.

How to Coach an Underperformer

How to Coach an UnderperformerIt can be one of the most uncomfortable situations a project manager faces: You have a team member who simply isn’t delivering. Their work may be late or poor. They skip meetings or don’t file their progress reports in a timely manner. For whatever the reason, their role in the effort hasn’t gelled, and the gap is causing everyone else to scramble.

Most PMs dread such scenarios. After all, it’s never easy to call out someone on their performance. But when the need arises, you have no choice but to address the issues quickly and firmly. If ignored, personnel challenges can spread as other team members shoulder extra work and become distracted from their own priorities. Ultimately, the project’s quality, schedule and budget can be threatened.

The conversation is made all the more awkward by the unique relationship PMs usually have with their team – a position that’s more about dotted lines than formal reporting structures. When the underperformer isn’t a direct report, the PM must take the approach of an interested and invested colleague, a fellow team member whose focus is on solutions rather than blame.

Talk to the Person. Your first order of business is to meet with the person and examine the issues you face. Express your concerns, but make clear that you’re beginning a conversation and looking for a solution, not issuing edicts. Be sure to get an acknowledgement of the problem and an agreement that it has to be resolved.

Be Clear. Explain the ramifications of the person’s lagging performance. For example, by missing his own deadlines, he’s holding up the work of his teammates. Or, because she’s skimping on quality control, her colleagues have to put in extra time to identify and fix problems on top of meeting their own responsibilities. Be honest about what you’re seeing, and specific in your observations.

Understand the Problem. The issues may be symptoms of a larger problem. Your team member may be facing challenges at home, with his boss, or something else. Whatever the underlying cause, it’s important to understand the forces that are at work here. After all, you can’t address a matter until you know its dynamics.

Have Ideas. Good project managers always have solutions in mind. That’s as true when it comes to working with people as it is when facing logistical or technical hurdles. As you come to understand the problem, develop approaches for addressing it. It might be the person has too many competing priorities and needs clarity. There could be a personality conflict with another team member. Whatever the issue, proactively work with the person to develop an approach that will get their efforts back on track.

Put in the Time. Coaching people takes time – sometimes a lot of it. Chances are, a single conversation isn’t going to do the trick. Set up regular one-on-ones with the person so you can track her progress and follow up on previous discussions. Develop metrics so you have an agreed-upon mechanism to measure her performance until the situation is resolved.

Remember, this process should be interactive. Encourage the team member to develop his own ideas, and listen to them carefully. Sometimes, all a person needs is an opportunity to talk things through in order to get refocused.

For more information about how Merit Career Development can hone your leadership and management skills, please contact Jim Wynne at jwynne@meritcd.com.

Tips for Negotiating With Project Stakeholders

StakeholdersProject managers have to be expert negotiators, able to forge agreements between people who often have competing agendas. For example, the sales team may be determined to speed up a project so that it launches before the holiday shopping season, while Product Development wants to delay long enough to include a hot new feature. Meanwhile, the development team warns that a change in either schedule or scope will wreak havoc on the work they’ve already done. Whatever the dynamics, the project manager has to labor between parties to develop an acceptable solution.

Negotiating with stakeholders is tricky. They can be possessive of a project and pressured about its outcome. Because they have so much riding on its success, they can become prickly when issues challenge their assumptions or their comfort level. At the same time, their lack of technical expertise can make it difficult to understand the options that are viable for resolving an issue. And, of course, project managers can’t unilaterally impose a solution. They have to rely on their negotiating skills to keep things moving forward.

In the end, all participants want the same thing: a successful project that is complete in scope and delivered on-time and on-budget. For this reason, maintaining a perspective of partnership often pays the most dividends.

Think About Their Point of View: Recognizing why your stakeholder approaches an issue in a certain way is as important as understanding what they’re arguing for in the first place. For example, grasping the Sales department’s considerations – their overall targets, the competitive pressure they face and the demands salespeople hear from customers – will allow you to have more effective discussions around their concerns about schedules or feature sets. Similarly, understanding the technical and logistical constraints of the development staff will lead to more meaningful conversations about delivery and quality control.

Be Prepared. You can’t go into a negotiation assuming you’ll wing it, so anticipate your partner’s concerns, and be ready to address them. If you know tradeoffs will be required, outline the stakeholder’s choices and explain the impact each will have on the project’s scope, timeframe, and budget. In some cases, schedule is the overriding concern. In others, it might be cost. Bear those priorities in mind as you lead the discussion. It doesn’t make sense to stress the schedule-related aspects of a problem when the stakeholder’s mind is on how much money they’re spending.

Be Honest: It’s just as important for stakeholders to understand the challenges you face. So be proactive about sharing your perspective and remember that the stakeholder’s goals are impacted by many of the same things that influence yours: You all want the project to succeed, for example, and for your company to be well positioned in the market. Always be forthright in discussions about business outlook, project status and any difficulties you may anticipate. Not only will this provide a complete picture, it could help uncover solutions as the stakeholders weigh in with their own experience and ideas.

Listen: In any negotiation, it’s important that both sides be heard. Be sure to let the stakeholder outline their viewpoint and ask questions when necessary to make sure you understand where they’re coming from. As your discussion continues, address the issues they’ve raised or promise to research areas that you can’t reply to on the spot. Too often, negotiations go off-track when one party believes their concerns are being given short shrift.

Of course, the situation is complicated by the unique place where PMs sit. Responsible for addressing everyone’s concerns, they almost never have the pure authority to pursue a particular approach without building some kind of consensus. Even if they did, successful projects are rarely built by edict. The best project managers have a knack for getting all sides to understand the others’ point of view and work cooperatively to attain the effort’s overriding goals.

Stakeholder Management can be tricky. Learn how to work with your internal partners more effectively in Merit Career Development’s Stakeholder Management course. To learn more, please contact Jim Wynne at jwynne@meritcd.com.

Are You an Effective Listener? (Really?)

Are You Listening?We've all done it. You're standing talking with a coworker, and she asks a question. Suddenly, you realize your mind had wandered as she continued to talk. The little voice in your head said it was time for lunch...reminded you to follow up with a client...or maybe you were distracted by a colleague walking by. You weren’t paying attention. You weren’t listening.

Most people think they know how to listen, but although you hear the words, you may not fully understand the meaning behind them. Listening actively takes concentration and practice. It’s important in all interpersonal relationships—in the workplace and in our personal lives.

If you want to improve communication between you and your colleagues or clients, become more efficient in your work, or create more rewarding personal relationships, then listening effectively is critical. The good news is that these skills can be learned just as effective public speaking skills are learned. And here’s how:

  • Ssshhh - Stop talking and just listen. Many business cultures reward speaking - no matter what. But when we are talking - even inside our heads - we can’t hear and process what is being said to us. Even if it means there is a silence after the speaker finishes—while you prepare your response - let it be.

  • Body Language - According to Forbes, making and keeping eye contact is essential in Western cultures, where good eye contact equals paying attention. Face the speaker and fight the urge to check your cell phone or computer.

  • Practice - Listen to challenging material that requires concentration, such as a lecture or a sermon. Use these to sharpen and improve your vocabulary and your understanding of nonverbal cues - those you give as well as those you observe. Lean toward the speaker, nod, and give smiles and verbal cues (uh-huh, hmm, yes) of encouragement.

  • Study Up - Read about the topic of a presentation or an important meeting ahead of time. Leave any preconceived perceptions of a speaker, colleague, or topic at the door.

  • Be Attentive - Don't interrupt or jump to conclusions. And don't sketch out your response while he is still talking or think about what you want to say next. You run the risk of giving a reply that will be off the mark, and then your disinterest will be obvious.

  • Focus - Focus on the big picture as well as on the small details, watching for ways you can personally relate. Also, listen intentionally, consciously steering your mind back to the speaker when it wanders (because it always wants to stray).

  • Do Unto Others - According to Dr. John A. Kline, who has written extensively on leadership and communication, using a form of the Golden Rule is effective. Ask yourself, “How would I want someone to listen to me?” And then listen as if you were going to have to repeat the conversation in an hour - this time, as the speaker.

  • Ask Questions - Everyone listens through their past experiences and reacts accordingly. Take responsibility for understanding what’s been said. If you don’t, always ask, don’t assume. And, according to Sklatch, open-ended questions are the best way to gain clarity, such as, “Can you give me some examples of that?”

We all want to be heard and understood, and taking the steps to ensure we are doing the same for others is the best way to achieve this.

Thinking Outside the Box in Project Management

Thinking Outside the BoxExperienced project managers know that their work is about more than scheduling, assigning tasks, and tracking progress. While ultimately their job is to deliver on time and on budget, getting to the finish line often involves challenges that can’t be predicted and whose answers aren’t obvious. Good project managers are in the thick of things, analyzing the issues their teams face and leading in the development of their solutions.

This means that PMs need more than organizational and business skills. They need a sense of creativity and innovation that will allow them to find ways around problems ranging from random paperwork demands to the fallout from natural disasters. Though some might say project management is all about creating predictability, effective PMs aren’t afraid to think outside the box as they look for ways to hit their targets and improve the efficiency of their organizations.

For example, not long ago National Public Radio adopted an Agile-like approach to its creation of new programs. Rather than develop an idea in secret, launching it and then measuring its popularity, the network began releasing pilot programs and revamping them based on listener feedback – in effect conducting beta tests as part of its process. The result was that new titles like the TED Radio Hour and How To Do Everything were launched for an estimated one-third the cost of earlier programs.

NPR’s approach is a good example of how innovation can improve performance. Rather than blindly follow a traditional approach to program development, the network tailored its methodology to its business needs, achieving its goals with more flexibility, greater transparency, and reduced expense.

Of course, sometimes a project requires a different way of thinking from the beginning. One dramatic example occurred in 2014, when Australia’s Condor Energy needed to move 95 tons of custom-made heavy equipment from the UK to Australia - in 14 days.

On the face of it, that’s an impossible task. Such cargoes usually move by ship, which can take months to navigate between ports halfway around the world from each other. Condor’s vendor, Airland Logistics, addressed the challenge by surveying the equipment while much of it was still being manufactured, then arranging for it to be flown to Australia as component parts on a single heavy-lift aircraft. After it landed, the equipment was assembled on-site. Along the way, Airland had personnel on the ground to ensure loading and unloading occurred safely, that customs requirements were settled ahead of time, and that transportation challenges from the airport to the final delivery site were anticipated and addressed.

If the dynamics of Airland’s project were unusual, the pressure on its PMs was no more real than that faced by others as they work to deliver on their own commitments, whether that’s implementing ERP software, constructing office buildings, or opening manufacturing plants. Today’s project managers must be able to think creatively – to imagine and recognize solutions that aren’t evident, and then be decisive enough to commit to them and move ahead.


Merit Career Development can help you “think outside the box” with our extensive project management curriculum. Our Project Management with Simulation course uses a state-of-the-art computer-based simulation game that tests participants’ skills in managing a real project. Participants are able to put into practice their respective knowledge, look for original solutions, try out new strategies, and see immediate results.

How Can You Skillfully Lead Remote Employees?

Working From Home: How to Skillfully Lead Remote EmployeesBefore the Internet age, working remotely was akin to “playing hooky.” Managers were uncomfortable not being able to see employees, and everything was about face-to-face. But with changes in the global business environment, and the need to find talent wherever it is geographically, the number of people working beyond the office walls has grown. So have the challenges of managing today’s workforce.

Here are some essential points for managing your remote employees:

Gain Insight Into Individual Employee Situations By Understanding Why

Remote workers have become commonplace for a variety of reasons. Understanding why your workers are remotely located, and how this affects them, can help you become a better leader and ultimately improve productivity.

In an article for CLOmedia.com, Dan Pontefract explains three common reasons why your employees are working remotely:

  1. Outsourcing
    Your firm may decide that outsourcing is a viable strategy to cut costs and improve production. If so, you’ll soon be managing remote workers. Pontefract points out that this trend can cause the ratio of in-house and outsourced employees to flip, which means how you approach each project and individual worker will vary.

  2. Telecommuting
    Another common scenario is telecommuting to reduce long commutes, or for other employee convenience reasons. This is a popular option of remote working today, because technological advancements have allowed a wider range of positions to be completed outside the office. Managers can use telecommuting as an incentive to retain top-tier employees. With telecommuting, leaders can also attract talented employees wherever they may be geographically, not just within a certain radius of the office.

  3. M&A Activity
    The third situation that could turn you into a remote leader is a merger or acquisition. If your firm combines with another, you could take charge of their staff in a different part of the world. Should this happen, remember to address the multiple cultures, time zones and work-life issues to help employees acclimate to the change.

Ask the Right Questions

With these reasons in mind, you can ask yourself a few important questions to determine if your current methods are compatible with a remote workforce.

According to Pontefract, three smart questions to ask include:

  1. Are You Using Technology?
    Features such as auto-email and instant messaging can help you set times to connect with remote workers, even if you aren’t available at that specific moment.

  2. Is Everyone Kept in the Loop?
    When a project is ongoing, is everyone included in communications? Even remote workers? Make sure the process is always open to all who are involved to prevent confusion.

  3. Are You Using Face-to-Face Contact?
    Most importantly, reach out to every worker for a face-to-face meeting – even those away from the office. Use technology and video chat options to be a visible and vocal leader.

Communicate Often and Remain Engaged Using Different Technologies

The biggest initial issue with remote leadership is a lack of communication. In an article for LinkedIn, management-consulting expert Suchitra Mishra writes that you can avoid problems by staying engaged with your workforce.

For example, avoid isolating team members. Instead, use technology to bring people together whenever possible. Ensure that all relevant staff members attend each meeting and don’t be afraid to reach out on a regular basis, even if it is just to make small talk.

That can be achieved via computers, mobile devices, and software applications. Potential strategies include:
  • Cloud Computing - Dropbox, Google Drive and other cloud computing applications allow you to share and store data online. Then, you can acquire that information on other devices or allow remote workers access to facilitate their workdays.
  • Video Conferencing - With video conferencing, you can hold meetings regardless of where the attendees are located. Services like Go To Meeting make it easy to connect people spread across the globe.
  • Video Chat - On a more informal note, video chats can help managers stay in touch with remote workers. For example, you can Skype your employees each morning to discuss the upcoming workday and go over key duties and deadlines.

If you feel that issues could arise with your remote leadership, remember the value in project management training. The composition of today’s workforce is evolving, and managers must grow as well, using new technologies like mobile devices, software applications, and improved communication skills.

Why Transparency is a Must-Have for Today's Leaders

Why Transparency is a Must-Have for Today's LeadersWhat kind of leader do you want to be? Is it someone with an aura - mysterious and revered, yet distant and disconnected from your employees? Or is it someone respected and trusted, but intimately known by everyone at your company?

This latter, transparent approach is a must-have for today’s leaders. Some of the biggest and brightest figureheads are considered “transparent,” but the path to becoming this type of professional is complicated.

Even so, here is why transparency is key for the leaders in your organization:

Transparency Will Bring Your Team Together

Put yourself in the shoes of your employees. Would you want to be led by a person who is hard to reach and detached? In all likelihood, you wouldn’t feel very connected to this leader, which would make it harder to follow him or her, and feel satisfied in your job.

In an article for the Harvard Business Review, Dorie Clark argues that this is one reason why transparency is a must for leaders. Without transparency, it is much more challenging for employees to know their superiors, let alone like them and understand their points of view. This will make loyalty harder to achieve, and a lack of real relationships can negatively impact other areas of the business as well, from employee motivation and production to customer service.

Transparency Can Protect your Business

Transparency is a critical aspect of transformative leadership. Some organizations lead through a veil, using vagueness as a way to mitigate risk and ensure that outside problems have minimal effects on operations.

A similar end result can be achieved via transparency, but with additional benefits. Clark cites Paul Levy, the former CEO of Boston-based Beth Israel Deaconess Hospital, as an example. Levy used a personal blog to connect with his employees, colleagues, patients and their families. On the site, he wrote about the inner workings of the hospital, his personal life and the things that made him tick. As he garnered a following, the respect people had for him and his organization increased.

That made a big difference when a relationship Levy had with an employee became public knowledge. The damage to his reputation and the hospital was muted thanks to the transparent approach he had taken during his nine-year tenure.

Transparent Leaders are Alive and Well

Transparency can be difficult for today’s leaders. It requires openness, effective communication skills, and confidence. Even with the challenges, there are many premier leaders using transparency to excel.

In an article for Forbes, contributor John Hall outlines several leaders who embrace the idea of transparency. Here are three leaders that set positive examples in their professions:

  1. Tony Hsieh - Zappos
    Online retailer Zappos is a model of transparency, thanks to leader Tony Hsieh. He has been known to share employee communications on social media. For example, Hsieh tweeted out emails about facility operations, pulling back the curtain for customers to get a closer look at how Zappos works.

  2. Andy Levine - Development Counselors
    Development Counsellors’ Andy Levine got creative with transparency. The organization created a way to share its financial outlook with every employee. Called “The Game,” this platform declares a “win” once a certain profit is achieved, and then portions of those earnings are shared with each worker.

  3. Rand Fishkin - SEOmoz
    Rand Fishkin, of SEOmoz, uses transparency as a way to connect with customers and employees. He will gladly post his own performance review for all to see, plus he will even share funding decks with the public. Overall, Fishkin’s strategy is to let people see the ups and downs of the company, no matter what.

These are but three of the most transparent leaders today. This approach may not feel right for everybody, but it is important to use transparency as a strategy to build trust, improve communication and stand apart from the crowd.

What Can Go Wrong: Managing Project Risk

What Can Go Wrong: Managing Project RiskProject managers can set themselves up for failure by not properly planning for risk. Overly optimistic proposals run over budget, past deadlines and through resources if there isn’t a comprehensive plan for mitigating and responding to expected risk.

John Juzbasich, D.Ed., a risk management expert who has taught courses both in the U.S. and internationally, says that too many project managers underestimate risk because they don’t think about what can go wrong at each step. They don’t recognize the variety, number or prevalence of risk.

For example, Juzbasich recalls an exceptional project leader in one of his courses. This woman, who had an M.D. and Ph.D. worked in the pharmaceutical industry and was in charge of a project with 50 steps. Juzbasich told her that even if she was 99 percent effective at completing the earliest steps, she would have an increasingly higher risk of failure with each ensuing one. With so many balls in the air and so many more potential risks, her effectiveness would decrease. In fact, after completing all 50 steps, her effectiveness had dropped to about 60 percent.

Why Risk Management Training is Important

To be successful in the face of numerous unknown and unpredictable risks, project leaders need to plan for emergencies and unexpected disruptions within their budgets and timelines. Juzbasich explains that there are a variety of techniques and methods that project leaders can use for risk management.

For example, the fishbone—or Ishikawa—diagram helps determine risk by analyzing a problem and pinpointing possible causes. Breaking each possible problem down to its most preventable and actionable sources, the diagram can be used for dealing with current challenges or discovering potential causes of a feared issue.

Juzbasich also uses scenario planning, the Socratic method and seven other techniques for teaching risk management. Although these techniques are familiar to most project leaders, Juzbasich finds that few people actually employ them or fully understand how they can be beneficial. So, he only spends part of the first day of his course explaining the techniques. The rest of the time is used for putting these techniques into practice.

Real World Applications

The purpose of Juzbasich’s course isn’t to learn the techniques—it’s to practice them for future real-world use on actual projects. Risk management techniques are useless if project leaders aren’t able to take them to their team or upper management and present a solution.

Juzbasich points to an example from one of his courses: The class broke into small groups and each worked on one class attendee’s actual project issue. From there, the entire class tackled this issue and employed Juzbasich’s techniques to find solutions. That group member then took the information to her upper management. Her superiors adopted the solution, saving the large project and benefiting her company.

“What we had done during class, and as a team, worked on her situation. She was then immediately able to apply it to a work environment,” Juzbasich explains. “It isn’t theoretical at all. It’s truly hands-on learning. It benefited the overall company as well as her team because of the work we did that day. It was cool to make a difference in one day. That told me we were doing something right.”

3 Tips for Creating a Successful Communication Plan

3 Tips for Creating a Successful Communication PlanA communication plan is an essential tool for project managers to plan for resources, establish deadlines and reduce the likelihood of costly surprises. Project managers can use communication plans to create goals, set expectations, allow room for criticism and enable a dialogue for all stakeholders.

Although communication plans are important, not all project management training focuses enough on the critical skill of creating a reliable plan. Improve your effective communication skills and follow these three tips next time you develop a plan for a major project.

1. Identify All Stakeholders and Their Influence Levels

When you establish a communication plan, the first step is to assemble your stakeholder team and assess what members’ roles will be and how they can be most effective. Because stakeholder teams are made up of people from various departments or even separate companies, there are numerous barriers to communication. An effective plan removes these barriers, establishing clear lines for discussion among project members.

In order to make more effective use of time and resources, analyze the influence level of each stakeholder and plan accordingly. For example, a meeting without a decision maker present may end up wasting resources and the time of those who attend. Conversely, meetings should not be set for high-level stakeholders when only minor details are discussed and their presence is unnecessary.

2. Select an Appropriate Method of Communication for All Stakeholders

A common cause of miscommunication is the multiple channels used in today’s workplace. Business communication can take place via email, over the phone, through texts or on video chats. When you create your plan, set a clear mode of communication so that no records are lost and key stakeholders aren’t left out of conversations. Video chats are often the best for keeping remote stakeholders engaged with the rest of the team, but email can help by providing a clear record. Help your team decide on the modes that work best for them.

3. Establish the Frequency and Level of Detail

A communication plan should plainly and unequivocally lay out the times and dates that members are expected to meet, talk or present data. Meetings held too often may lead to reduced attendance, while meetings held too infrequently may create gaps in communication and loss of productivity.

The level of detail required for each should be established beforehand, so that everyone is on the same page and prepared, leading to less wasted time. Regis College also points out that communication plans that improve productivity also contribute to lower resource costs because work is more efficient.