This template provides a survey approach for use by a new or proposed "Project Support Group." Such a group is formed in some organizations to support all its project managers, especially newer project managers who may need training, mentoring, or coaching.
What this is
Survey for use by a new or proposed "Project Support Group" to determine what services it should provide, or determine attitudes toward the services already being provided. Such a group is formed in some organizations to support all its project managers, especially newer project managers who may need training, mentoring, or coaching. This template file provides questions for a survey of functional managers and other stakeholders, in a template format for communicating results and implications of the survey responses.
Why it's useful
Project Support Groups (PSG) are a great idea and can deliver valuable support to project managers that helps their skills develop and their projects go well. However, various functional managers and executives may not understand the charter of such a group and may not agree with or appreciate some of the important services a PSG can provide.
This survey was originally created by a new PSG manager who felt the effectiveness of his group was hindered by lack of support from certain Directors. Some publicly endorsed the group and made sure its services were used by their project managers. Others did not, and new project managers who needed development did not get it. This PSG manager used the survey to understand the various Directors' perspectives, as well as start a group conversation about the value of the PSG, reach some consensus on its importance, and prioritize further service development.
How to use it
Edit this template to include any other questions that you'd like to ask about possible services for your PSG, and questions that will help you understand what help is most needed and what will be most valued. If you're just starting a PSG or proposing one, the questions should help you hone in on initial services that are most needed and will be most valued.
Get support from the executive who commissioned the PSG that exists, or who is supporting the formation of one. (If that's you, great!) Make sure this champion understands the purpose of the survey and voices its importance to those who will respond. For instance, in our example company, the VP of Engineering endorsed the survey in his staff meeting and asked his directors to finish it by a particular deadline.
When you receive the answers, compose your own "conclusions" section. Use the example survey report in this file as a model.
Schedule a meeting with the executive champion and those who filled out the survey, to review and discuss the results. Distribute the survey results ahead of time, as part of meeting preparation.
Hold the meeting and record key decisions agreed to by the attendees, plus action items for next steps.
Publish those key decisions and action items as the record of the meeting and your action plan for resolving issues and moving your PSG forward.
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