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Project Manager/Team Leader Selection


Quick Summary
A worksheet to help a project sponsor select a project manager by scoring candidates on a number of selection criteria, including critical "soft skills" and domain knowledge specific to the project.


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What this is

A worksheet to help a project sponsor select a project manager by evaluating candidates based on a number of selection criteria. The worksheet includes space for the sponsor to review the capabilities of one or more project managers against the need for leadership, management, communication, and domain knowledge on a particular project.


Why it's useful

A successful project manager is someone who gets things done with a bias to action. This person must earn and maintain respect and credibility throughout the organization and with the customers. He or she must be the product champion, and have the courage to direct and to obtain support for the project.

Selection of an effective Project Manager or Team Leader is a key senior management activity. It requires that they look beyond the normal skill-related performance criteria applied to individual contributors and functional mangers. They must also focus on the "soft" skills associated with successful leadership.

Project Managers need to relate well in two dimensions. First, they must be effective in communicating and getting decisions formed and implemented vertically up and down in the hierarchy of the organization. In addition, they must also be adept at crossing organizational boundaries to obtain support. The selection process should take into account the skills that this implies. Having a narrow technical focus or skills focused heavily on the administrative side of the job is not a sufficient indicator of success as a Project Manager. This worksheet helps make sure all the aspects of the role are considered in the context of a specific project.


How to use it

Project Sponsors can use this checklist to record evaluations of several project manager candidates. NOTE: This form is marked Confidential because it should be treated as such. The goal is for the sponsor to give thorough, careful thought to each candidate's qualifications, using this form as a private worksheet.

  1. First, review the worksheet template and make any changes appropriate for your project environment. Specifically, review the standard list of Standard PM Characteristics on page 2 of the worksheet and record any additional items that are considered standard requirements in your organization.
  2. Begin your analysis by thinking through the unique requirements of the upcoming project. Document particular skills and qualifications the PM will need to handle each of those requirements on page 1 of the worksheet.
  3. If this analysis reveals any PM characteristics specific to this project (i.e. not covered in the list of standard characteristics), add those items to the worksheet on page 3, in the indicated place.

(Instructions are continued in the worksheet file)


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