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Insight Newsletter

Insight Newsletter Archive


INSIGHT Newsletters

Our INSIGHT newsletters share seasoned advice and fresh insights about many project management topics. We invite you to spend some time learning more about how to make your projects a success.

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Insight from Peritius
Go beyond strategy. Deliver results with Peritius.
August 2012

Dear Colleague:

People like "status quo." The reasoning directs back to the saying, "it's the devil that you know." Transition is one of the hardest things to deal with in business. As a general rule of thumb, people don't like to change, even if the status quo isn't working.

This month's edition of INSIGHT focuses on the topic of "making changes to the change agent." One of the program manager's many roles is to serve as the change agent. How do you succeed when transitioning from one program manager "change agent" to another? Peritius Senior Manager Tony Schatz will take a look at this from a first-hand perspective in this month's Peritius newsletter.

When the organization is in flux, contact Peritius to see how we can help you be more successful through your transition.


Best regards,


Laura Dribin Werner
President & CEO
Peritius Consulting, Inc.

Peritius consultants like to stay on top of the trends impacting our clients and business partners. Here are some recent articles of interest to our team:

Ten Reasons Winners Keep Winning, Aside from Skill

How Will You Measure Your Life?

A Silver Lining in the Clouds

How to Successfully Transition Project Managers

By Anthony Schatz
Senior Manager


We all know project resources are ever changing. It always seems that once you have a well-oiled team and everyone is working towards the same goal, inevitably a key member is promoted, removed, or leaves your project.

As project managers, we are trained to work through these situations and keep the project moving forward. However, what happens when the project manager is replaced? Who leads the transition? Who ensures the project continues to move forward?

Here are some key components to ensure a smooth transition from one PM to another:

  • Sponsor(s)/Key Stakeholder Communication - This group will make or break a successful transition. These are high-level resources that need to understand their project will not be negatively impacted by this change. This group is mainly concerned about completing the project successfully. Explain to them why the transition is taking place and what the plan is to keep the project moving forward. If possible, have face-to-face meetings. Follow up these meetings with an email to have a written record of what was discussed.

    Make sure you reach out to ALL sponsors/stakeholders, whether they are deeply involved or not. If you miss one key resource, it could jeopardize the transition.

  • Team Communication - Much like with the sponsors, it is important to explain to the team why the transition is taking place and what the plan is to continue to move forward. It is important to explain the project is not changing and the team's responsibilities are not changing. Each resource is still responsible for the work assigned to them.

  • Documentation - A successful transition relies on the transitioning PM having all the project documentation up to date. Project standards (project schedule, risk and issues log, project charter, and status reports) provide the new project manager an understanding of what steps are necessary to continue moving the project forward. Further, good documentation allows the new PM to get up to speed without having to ask redundant questions that have already been answered.

About Peritius

Peritius Consulting is a management consulting firm that helps its clients execute their strategic plans. For over 23 years, Peritius has helped its clients navigate from vision to reality, allowing them to realize their strategic ROI. Please contact us to learn more about how we can help you deliver strategy in the most effective, cost-efficient manner.   |     |     847-808-9999


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