Managing High Performance Project Teams

Managing High Performance
Project Teams



Jacqueline M. Zarro, Ph.D.
Vice President, Clinical Project Management
Premier Research Group
United States
Disclaimer
• The views and opinions expressed in the following
  PowerPoint slides are those of the individual presenter and
  should not be attributed to Drug Information Association, Inc.
  (“DIA”), its directors, officers, employees, volunteers,
  members, chapters, councils, Special Interest Area
  Communities or affiliates, or any organization with which the
  presenter is employed or affiliated.

• These PowerPoint slides are the intellectual property of the
  individual presenter and are protected under the copyright
  laws of the United States of America and other countries.
  Used by permission. All rights reserved. Drug Information
  Association, DIA and DIA logo are registered trademarks or
  trademarks of Drug Information Association Inc. All other
  trademarks are the property of their respective owners.
Topics
• Importance
• Fundamentals and challenges
• Basics of managing teams
• Assertive leadership
• Proactive communication and
  management
• Summary
Importance of High Performance
• “It takes a team to run a trial”
  – Conducting clinical research requires
    contribution from all team members
• Tighter timelines and increased
  deliverables
Project Team Fundamentals
• Group of individuals working together
  towards a common goal
• Members / Stakeholders
  – “Client(s)”
  – Staff in all departments
  – Sub-contractors / vendors
  – Study site personnel
• Each member has roles & responsibilities
Demands of Project Management
•   Yourself
•   Staff
•   “Clients”
•   Company
•   Deliverables
•   Communication
•   “Maintenance” of team:
    – By serving as a role model / coach
Challenges of Project Management
•   Forming a cohesive team
•   Supporting staff
•   Maintaining motivation
•   Communication
•   While…completing goals within scope,
    budget, timeline, with customer
    satisfaction
“Know yourself and your team”
• Personality
• Communication styles
• Interface of team members
Basics of Managing Teams
• Project Organization
  – Identified “client”
  – Responsibility for the project
  – Clearly defined roles, responsibilities and
    expectations
• Team Purpose
  – Common understanding of the project among
    all team members
  – Management of timeline and deliverables
Basics of Managing Teams (cont.)
• Establish at ‘kick-off’ and review throughout:
  – Overview of the project
  – Roles and responsibilities / expectations
  – Communication plan
  – Deliverables
  – Timelines / deliverables
• Hold regular team meetings
  – Productive agenda
  – Task oriented
  – Plan for and follow-up on resolution
Basics of Managing Teams (cont.)
• Communication
  – Frequency, mode, documentation
  – Meetings
  – Off-line discussions
  – Open door approach
  – Ask questions (open ended)
  – Never assume
    • Confirm action items
Basics of Managing Teams (cont.)
• Positive Mindset
  – Acknowledge achievements
  – Issue resolution
  – Say ‘thank you’
Meeting Planning
• Everyone is busy ~ how can you help?
  – Adjust schedules / meeting times
  – Employ effective meeting forums
    (teleconferencing, webinar, video
    conferencing) and have a back-up
  – Use “recurring meeting invitation”
      • Brief study identifier and project code in
        “Subject” line (e.g., “ABC CNS; ABC-2000”)
      • Meeting format in “Location” line
Meeting Invite “Best Practices”
Assertive Leadership Skills
• Be a good listener
• Know when to “interrupt”
• Be open to new possibilities (be mindful of: “it’s
  always done like…”)
• Be mindful of different styles and personalities (if
  you don’t understand, ask)
• Demonstrate empathy / support:
   – Acknowledge communications, situation at hand
   – Promote participation
• Connect with others – we manage cross-functional,
  cross-country, cross-continent teams
Assertive Leadership Skills (cont.)
• Insulate team from issues (as appropriate)
  – Adhere to process for resolving issues within
    the team, but also escalating problems to
    management, if necessary
  – Support / protect the team
  – Exercise clear communication / soft skills
  – Establish process for decision-making
Proactive Communication
• Be mindful
  – Tone of voice
  – Facial expressions
• Email “management”
  – Be brief / use bullet points
  – If questioning an email, think twice
  – If are frustrated and write an email, save in
    drafts and revisit
  – Remember to pick up the phone
Proactive Communication (cont.)
• Voice mail management
  – Be brief / to the point
  – Repeat phone number
  – Note context and offer follow-up
Proactive Communication (cont.)
• Making requests
  – Be mindful that staff have competing requests
  – Provide / request timeline
  – Address feasibility to ensure completion
  – Express appreciation
Issue Prevention and Escalation
• Constantly consider impact
     Who         When          Why
     What        Where         World-wide
• Be proactive to mitigate issues
• Seek consult
  – Follow your team / company communication
• Lessons Learned
Summary
• Keep in mind team:
  – Fundamentals
  – Challenges and ways to mitigate
• Employ helpful organization
• Be an assertive leader
• Proactively communicate and plan ahead
Thank You
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Managing High Performance Project Teams

  • 1. Managing High Performance Project Teams Jacqueline M. Zarro, Ph.D. Vice President, Clinical Project Management Premier Research Group United States
  • 2. Disclaimer • The views and opinions expressed in the following PowerPoint slides are those of the individual presenter and should not be attributed to Drug Information Association, Inc. (“DIA”), its directors, officers, employees, volunteers, members, chapters, councils, Special Interest Area Communities or affiliates, or any organization with which the presenter is employed or affiliated. • These PowerPoint slides are the intellectual property of the individual presenter and are protected under the copyright laws of the United States of America and other countries. Used by permission. All rights reserved. Drug Information Association, DIA and DIA logo are registered trademarks or trademarks of Drug Information Association Inc. All other trademarks are the property of their respective owners.
  • 3. Topics • Importance • Fundamentals and challenges • Basics of managing teams • Assertive leadership • Proactive communication and management • Summary
  • 4. Importance of High Performance • “It takes a team to run a trial” – Conducting clinical research requires contribution from all team members • Tighter timelines and increased deliverables
  • 5. Project Team Fundamentals • Group of individuals working together towards a common goal • Members / Stakeholders – “Client(s)” – Staff in all departments – Sub-contractors / vendors – Study site personnel • Each member has roles & responsibilities
  • 6. Demands of Project Management • Yourself • Staff • “Clients” • Company • Deliverables • Communication • “Maintenance” of team: – By serving as a role model / coach
  • 7. Challenges of Project Management • Forming a cohesive team • Supporting staff • Maintaining motivation • Communication • While…completing goals within scope, budget, timeline, with customer satisfaction
  • 8. “Know yourself and your team” • Personality • Communication styles • Interface of team members
  • 9. Basics of Managing Teams • Project Organization – Identified “client” – Responsibility for the project – Clearly defined roles, responsibilities and expectations • Team Purpose – Common understanding of the project among all team members – Management of timeline and deliverables
  • 10. Basics of Managing Teams (cont.) • Establish at ‘kick-off’ and review throughout: – Overview of the project – Roles and responsibilities / expectations – Communication plan – Deliverables – Timelines / deliverables • Hold regular team meetings – Productive agenda – Task oriented – Plan for and follow-up on resolution
  • 11. Basics of Managing Teams (cont.) • Communication – Frequency, mode, documentation – Meetings – Off-line discussions – Open door approach – Ask questions (open ended) – Never assume • Confirm action items
  • 12. Basics of Managing Teams (cont.) • Positive Mindset – Acknowledge achievements – Issue resolution – Say ‘thank you’
  • 13. Meeting Planning • Everyone is busy ~ how can you help? – Adjust schedules / meeting times – Employ effective meeting forums (teleconferencing, webinar, video conferencing) and have a back-up – Use “recurring meeting invitation” • Brief study identifier and project code in “Subject” line (e.g., “ABC CNS; ABC-2000”) • Meeting format in “Location” line
  • 14. Meeting Invite “Best Practices”
  • 15. Assertive Leadership Skills • Be a good listener • Know when to “interrupt” • Be open to new possibilities (be mindful of: “it’s always done like…”) • Be mindful of different styles and personalities (if you don’t understand, ask) • Demonstrate empathy / support: – Acknowledge communications, situation at hand – Promote participation • Connect with others – we manage cross-functional, cross-country, cross-continent teams
  • 16. Assertive Leadership Skills (cont.) • Insulate team from issues (as appropriate) – Adhere to process for resolving issues within the team, but also escalating problems to management, if necessary – Support / protect the team – Exercise clear communication / soft skills – Establish process for decision-making
  • 17. Proactive Communication • Be mindful – Tone of voice – Facial expressions • Email “management” – Be brief / use bullet points – If questioning an email, think twice – If are frustrated and write an email, save in drafts and revisit – Remember to pick up the phone
  • 18. Proactive Communication (cont.) • Voice mail management – Be brief / to the point – Repeat phone number – Note context and offer follow-up
  • 19. Proactive Communication (cont.) • Making requests – Be mindful that staff have competing requests – Provide / request timeline – Address feasibility to ensure completion – Express appreciation
  • 20. Issue Prevention and Escalation • Constantly consider impact Who When Why What Where World-wide • Be proactive to mitigate issues • Seek consult – Follow your team / company communication • Lessons Learned
  • 21. Summary • Keep in mind team: – Fundamentals – Challenges and ways to mitigate • Employ helpful organization • Be an assertive leader • Proactively communicate and plan ahead