30 Day Checkup for Experienced Project Newcomers
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Template: 30-Day Checkup for Experienced Project Newcomers Purpose This template is designed to assist the project manager with identifying and responding to obstacles for those individuals who are experienced in their duties, but new to the company and/or project. This template and procedure is not designed to replace any onboarding or orientation procedure, but may be used to enhance those procedures. Instructions 1. Determine who the managers are with experienced project newcomers. Depending on the project and organization, you may choose to a. Conduct the reviews yourself b. Identify managers who are more appropriate to conduct reviews 2. After 30-90 days after the project control phase begins, arrange for the reviews to occur. 3. For each of the targeted newcomers, note the performance- related issues in column B. a. Particular open-ended questions may need to be asked, such as: 1) What difficulties have you had following our process? 2) What problem(s) has our work culture or environment caused you? 3) What obstacles have you run into? What have you done to surmount those obstacles? 4) What can I do now to improve how you use our tools and procedures? 4. List solution(s) in column C. a. These may be created in the meeting with the individual or may be determined after the meeting is over. If any information is added after the meeting with any worker, apprise the worker of updates.
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30 Day Checkup for Experienced Project Newcomers
Transcript of 30 Day Checkup for Experienced Project Newcomers
Template: 30-Day Checkup for Experienced Project Newcomers
Purpose
This template is designed to assist the project manager with identifying and responding to obstacles for those individuals who are experienced in their duties, but new to the company and/or project. This template and procedure is not designed to replace any onboarding or orientation procedure, but may be used to enhance those procedures.
Instructions
1. Determine who the managers are with experienced project newcomers. Depending on the project and organization, you may choose to
a. Conduct the reviews yourself
b. Identify managers who are more appropriate to conduct reviews
2. After 30-90 days after the project control phase begins, arrange for the reviews to occur.
3. For each of the targeted newcomers, note the performance-related issues in column B.
a. Particular open-ended questions may need to be asked, such as:
1) What difficulties have you had following our process?
2) What problem(s) has our work culture or environment caused you?
3) What obstacles have you run into? What have you done to surmount those obstacles?
4) What can I do now to improve how you use our tools and procedures?
4. List solution(s) in column C.
a. These may be created in the meeting with the individual or may be determined after the meeting is over. If any information is added after the meeting with any worker, apprise the worker of updates.
5. List the required action items in column D. There may be more than one action item associated with a single issue.
6. Make notes in column E to add details to ensure the action items are defined and completed correctly.
7. Complete columns F and G.
8. Complete action items.
gantthead.com 30 Day Checkup for Experienced Project Newcomers
Example entries in blue.
A. Experienced Individual
B. Main Issues C. Solution Needed
D. Action Items E. Notes F. Responsible G. Due Date
Beth Haddad Problem following process (choosing correct template to use to complete deliverable)
Assistance choosing the correct templates from process database
Schedule a meeting with worker to review appropriate templates for current project
Beth has used much different database of templates previously, and is having trouble choosing among the variety available to perform her work
Improve training/communications process in this area
Review effectiveness of training/communications in this area of the process
This is not the role of the PM, check with manager of functional division
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