EG

10 - Team Alignment, Change Management & High-Performance Teams

Project Management Framework

  • Five Process Groups

    • Initiating, Planning, Executing, Monitoring & Controlling, Closing

  • Key Knowledge Areas explicitly highlighted in this lecture

    • \text{Scope}, \text{Schedule / Time}, \text{Cost / Budget}

    • Integrated Safety, Quality, Communications, Human Resources, Risk, Procurement, Training, Metrics, Human-Performance Improvement

    • Three NEW/EMPHASIZED areas for this class session:

    • Team Alignment

    • Change Management

    • High-Performance Teams

Team Alignment

  • Definition – “Condition where all appropriate participants work within acceptable tolerances toward a uniformly defined & understood set of objectives.”

    • A continuing state of being that must be fostered over the entire project life-cycle.

    • Requires re-alignment whenever objectives change or new members join.

  • Why Critical?

    • Misalignment → cost, schedule, quality, safety, morale problems.

    • Shown on slide: “Alignment is Critical to Project Success.”

  • Three-Dimensional Requirement

    1. Longitudinal (Stay aligned over time).

    2. Vertical (Values & purpose shared up/down the hierarchy).

    • Example work-flow from Task Lead → Planning → Management.

    1. Horizontal (Functional groups pull in same direction).

    • Safety ↔ Engineering ↔ Construction.

  • Common Alignment Challenges

    • Conflicting objectives, mixed stakeholders, siloed functional experts, multiple decision makers, shifting schedule / funding.

Alignment Thermometer Tool

  • Visual gauge with reference bands

    • 70\% – “Comfortable Road to Success.”

    • 40\% – “Discomfort on the Road to Mediocrity.”

    • 100\% – Perfect alignment.

  • Uses survey data to:

    • Measure baseline alignment.

    • Pinpoint weak areas for corrective action.

    • Track improvement over time.

The Alignment Survey Process (RadCon case study)

  1. Develop Survey

    • Identify key work-control elements.

    • Craft clear statements (Likert 1\,\text{–}\,5).

  2. Conduct Stakeholder Survey

    • Include all relevant positions (management, supervision, working level, functional specialists).

  3. Analyze Data

    • To reduce bias:

      • Drop highest & lowest score for each statement.

      • Omit respondents who give >95\% identical ratings or >40\% N/A.

    • Produce spider/radar charts:

      • Average ranking per spoke.

      • Range (max–min) exposes disagreement.

  4. Stakeholder Workshop

    • Explore strengths, weaknesses, barriers.

    • Co-create action plan.

  5. Address Work-Control Solutions & Provide Feedback

  6. Repeat Survey on refined list → verify improvement.

Key RadCon Findings (examples)

  • Statement #1 “RadCon included in meetings/communications” – Statistically lower at working level.

  • Statement #10 “RWPs easy to understand” – Generally high agreement but variation among functions.

  • Statement #16 “Exposures are ALARA*” – Very high agreement across groups.

    • ALARA = As Low As Reasonably Achievable.

  • Statement #18 “Workers included in developing RWPs” – Notably lower scores from working level, signalling weak participatory planning.

Typical Barriers

  • Culture – No clear ownership; responsibility diffused.

  • Execution – Workers insufficiently engaged in planning.

  • Communication – Poor vertical/horizontal information flow.

  • Tools – Lessons Learned not captured or recycled.

Practical Take-Aways

  • Embed alignment checks into periodic project reviews.

  • Use quantitative tools (surveys, \text{radar-plots}) plus facilitated dialogue.

  • Targeted actions produce measurable movement up the “thermometer.”

Change Management

  • “Change should be expected – the challenge is to manage it.”

  • Typical Human Responses

    • Fight, passive acceptance, or proactive opportunity seeking.

  • Real-World Change Categories (student examples)

    1. Organizational – new manager, re-org, outsourcing 40\% scope.

    2. Financial – budget cuts.

    3. Regulatory – new rules.

    4. Programmatic – new safety initiative, contract expansion.

    5. Operational – shutdowns, schedule shifts, security upgrades, construction in live facility.

  • Integration With PMBOK Grid

    • Every change can affect any Process Group (Initiate → Close) and any Knowledge Area (Scope, Cost, EHS, etc.).

    • Effective change control requires integrated approach across the matrix.

  • Assignment Prompt (08)

    • Write on a significant change last year, its impact on org/self, how you managed it, what you would do differently, and derived lessons learned.

    • Due 8\ \text{AUG}, 23{:}59\ \text{CT}, worth 8\% of course grade.

High-Performance Project Teams

  • Definition – Group that works efficiently & effectively toward a common goal, sustaining high performance over time.

  • Core Attributes (“wheel” shown repeatedly)

    1. Technical & Personal Diversity (inc. EQ).

    2. Clear Goals & Expectations.

    3. Effective Communications.

    4. Trust.

    5. Ownership.

    6. Alignment.

  • 1 – Diversity

    • Mix of skills, experiences, personalities.

    • Emotional Intelligence complements IQ → better behavior management & decision quality.

    • Respect & embrace differing opinions; “no fear of reprisals.”

  • 2 – Clear Goals & Expectations

    • Specific milestones/deliverables, roles & responsibilities.

    • Progress measured routinely (metrics, dashboards).

  • 3 – Effective Communications

    • Clear, concise oral & written exchange.

    • Safe environment to “speak out” with ideas/questions.

    • Regular meetings & e-comms connecting subordinates ↔ peers ↔ leaders.

  • 4 – Trust

    • Rely on each member’s competence & commitment.

    • “Quality goes in before my name goes on.”

  • 5 – Ownership

    • Empowerment & accountability for both individual tasks and total team product.

    • Inclusion in planning & major decisions fosters buy-in.

  • 6 – Alignment (ties back to earlier section)

    • Uniform understanding of objectives; revisited when team membership or goals shift.

Characteristics of a High-Performance Workplace

  • Clear, realistic vision.

  • Distinct roles/responsibilities.

  • Adequate training, time, resources.

  • Continuous communication & rapid conflict resolution.

  • Valuing each member’s contribution; collaboration Culture.

Ethics for Project Managers

  • PMI Code of Ethics & Professional Conduct – four foundational values:

    1. Responsibility

    2. Respect

    3. Fairness

    4. Honesty

  • Ethical behavior underpins trust, alignment, and ultimately high-performance team success.

Connections & Significance

  • Team Alignment, Change Management, and High-Performance Teams are inter-dependent:

    • Rapid change stresses alignment; high-performance attributes buffer that stress.

    • Ethical culture sustains trust & ownership during turbulence.

  • The Alignment Thermometer offers a quantitative complement to traditional qualitative team-building tools.

  • Survey design, statistical cleansing (drop high/low; exclude flat-liners) mirrors quality-control techniques, reinforcing PM principle that what gets measured gets managed.

  • Public Health projects often have diverse stakeholders (clinicians, community, regulators, funders) → alignment tools are especially valuable.