In this lesson, we'll learn how a project manager evaluates the team and individual performance during the closing process. Specifically you will focus on:
When closing a project, it's the project manager's responsibility to evaluate the team as a whole. This evaluation is judged against the expectations established over the course of the project.
When evaluating the team as a whole, the following are some expectations to consider:
The ability to actively collaborate with one another
Keeping one another informed on individual accountabilities
Keeping project documentation up to date, including scheduled progress
Problem solving as a group and managing project risk
Participation in team meetings
The project manager should evaluate the team based on these expectations and any others established by the organization's standards.
In addition to team performance, team members must also be evaluated separately. This is an important part of the closing process because it is the time when feedback is most beneficial to someone shifting to a new project.
This evaluation might also be included in an individual's annual performance review, so it might be mandatory for a project manager to complete. If it is part of the performance review, the project manager should use the performance management processes, tools, and rating definitions as defined by the organization.
In either case, individual team members should be evaluated against the performance expectations set by the organization and at the initiation of the project. These expectations can include the following:
Performance on tasks that were assigned
Deliverables that were assigned
Timelines that were established
Quality standards that were attached to specific individuals (e.g. team leads).
Any other activities involved in managing the project
When evaluating an individual's performance, be sure to use criteria that is specific and measurable, and to include positive feedback as well as negative feedback when needed. It is best to meet in person with the individual when delivering the evaluation.
Individuals should also be given the opportunity to evaluate their own performance.
This helps a project manager see how individuals believe they are performing as compared to management's evaluation, and may provide information and details of which the project manager is unaware.
The team can be released to other work only after the following has occurred:
In this lesson, you learned how a project manager evaluates both a team and an individual. You also learned how to determine when it’s time to release the team to other projects.
Source: This work adapted from Sophia Author Jeff Carroll.