Get Tability: OKRs that don't suck | Learn more →

10 strategies and tactics for Project Manager

What is Project Manager strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Project Manager strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Project Manager strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Project Manager strategy examples

You will find in the next section many different Project Manager tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for defining targets for project management success

  • ⛳️ Strategy 1: Set clear project goals and expectations

    • Identify and document clear project objectives with the client
    • Set specific, measurable, achievable, relevant, and time-bound (SMART) goals
    • Establish key performance indicators (KPIs) to measure project success
    • Develop a comprehensive project timeline with milestones
    • Create a detailed project plan outlining tasks, resources, and responsibilities
    • Communicate project goals and timeline to all stakeholders
    • Establish a regular reporting schedule with stakeholders
    • Define a change management process to handle modifications
    • Regularly review and update project goals and timelines as needed
    • Collect client feedback regularly to ensure alignment with expectations

  • ⛳️ Strategy 2: Enhance internal coordination and communication

    • Set up a cross-functional team with clear roles and responsibilities
    • Schedule regular team meetings to review project progress
    • Implement collaboration tools for effective communication
    • Develop a risk management plan to anticipate potential issues
    • Encourage open feedback and idea exchange among team members
    • Assign a dedicated coordinator to manage project documentation
    • Utilise project management software for task tracking and updates
    • Conduct regular training sessions for team skill enhancement
    • Ensure team members are clear about client requirements
    • Monitor team performance and allocate resources as required

  • ⛳️ Strategy 3: Focus on proactive client engagement

    • Schedule kick-off meeting to align on client expectations
    • Maintain regular communication with the client through updates
    • Provide ongoing project status reports to the client
    • Involve the client in key decision-making processes
    • Set up a feedback mechanism for client input and suggestions
    • Ensure transparency in project progress and challenges faced
    • Address client concerns promptly to build trust
    • Offer solutions and alternatives to minimize change requests
    • Conduct project reviews with clients at regular intervals
    • Celebrate project milestones with clients to maintain engagement
clear-goalsclient-engagementproject-managerclient-coordinatorit-development-teamproject-management-team
Implement these strategies

Strategies and tactics for establishing OKRs for the Projects Department

  • ⛳️ Strategy 1: Enhance contractor management

    • Identify key performance indicators for contractor performance
    • Conduct quarterly performance reviews with all contractors
    • Develop a contractor feedback system to address issues
    • Regularly update contractor contracts to include performance expectations
    • Implement a rewards system for high-performing contractors
    • Establish standard operating procedures for contractor interaction
    • Schedule monthly coordination meetings with contractors
    • Create an escalation process for addressing contractor issues
    • Provide training sessions for contractors on company standards
    • Allocate specific internal resources to manage contractor relations

  • ⛳️ Strategy 2: Boost in-house fabrication shop efficiency

    • Conduct a time-motion study to improve workflow
    • Implement a regular maintenance schedule for shop equipment
    • Introduce lean manufacturing principles in the fabrication shop
    • Set monthly production targets for the shop team
    • Invest in technology upgrades to enhance production capabilities
    • Plan weekly stand-up meetings to discuss progress and bottlenecks
    • Organise skill enhancement workshops for shop employees
    • Track and optimise material usage to reduce waste
    • Develop a quality assurance process for fabricated products
    • Establish a feedback loop between shop floor and management

  • ⛳️ Strategy 3: Improve mechanical project execution

    • Develop a clear project timeline for all ongoing projects
    • Assign dedicated project managers to individual projects
    • Schedule biweekly project review meetings
    • Standardise project reporting methodologies across teams
    • Identify risks early by conducting project risk assessments
    • Create a knowledge database of previous project challenges and solutions
    • Set objectives for each project phase completion
    • Measure project success through predefined metrics
    • Gather client feedback post-project completion
    • Ensure compliance with all health, safety, and environmental regulations
okrsfabricationproject-managercontractor-managerprojects-teamfabrication-shop-team
Implement these strategies

Strategies and tactics for improving Business Operations and Growth

  • ⛳️ Strategy 1: Streamline software project delivery

    • Evaluate current project timelines to identify inefficiencies
    • Implement project management tools for better task tracking
    • Create SOPs for recurring projects to ensure consistency
    • Utilise ready-made templates to reduce development time
    • Assign a dedicated project manager to oversee timelines
    • Establish a quality assurance process before project delivery
    • Train the team on effective time management techniques
    • Schedule regular check-ins to ensure project alignment
    • Encourage feedback loops to improve future project processes
    • Monitor project ROI to determine the most profitable projects

  • ⛳️ Strategy 2: Enhance marketing service offerings

    • Review current service pricing to remain competitive
    • Develop compelling case studies to showcase successes
    • Strengthen brand identity to improve market perception
    • Expand social media presence with targeted campaigns
    • Diversify marketing services to include emerging trends
    • Leverage client testimonials as part of digital marketing
    • Implement SEO strategies to improve online visibility
    • Offer bundled services to increase client engagement
    • Conduct market research to understand client preferences
    • Establish KPIs to measure marketing campaign performance

  • ⛳️ Strategy 3: Increase sales conversion rates

    • Train the sales team on advanced negotiation techniques
    • Set clear sales targets and track progress weekly
    • Enhance lead generation efforts through targeted advertising
    • Build partnerships with complementary businesses to source leads
    • Create a follow-up system to nurture potential clients
    • Utilise CRM tools to manage and monitor sales pipelines
    • Offer incentives for clients who refer new business
    • Revamp sales presentations to better relay service benefits
    • Host informative webinars to educate prospective clients
    • Analyse closed deals to refine sales pitches and tactics
profitabilityclient-acquisitionproject-managersales-managermarketing-teamsoftware-development-team
Implement these strategies

Strategies and tactics for implementing a Comprehensive Project Marketing Timeline

  • ⛳️ Strategy 1: Establish a structured foundation

    • Define specific target audience demographics and behaviours
    • Set clear and measurable goals with associated KPIs
    • Assign roles to marketing team members and project manager
    • Conduct a competitor analysis to understand market positioning
    • Establish a baseline for current website traffic metrics
    • Create a project plan outline including timeline and resources
    • Conduct a SWOT analysis for the marketing strategy
    • Set up a project management tool for better coordination
    • Schedule regular team meetings for planning and feedback
    • Prepare a risk management plan for potential bottlenecks

  • ⛳️ Strategy 2: Create and optimise engaging content

    • Develop persuasive website content with clear calls to action
    • Craft engaging social media posts tailored to target audience
    • Design appealing visuals and multimedia for digital platforms
    • Conduct an audit on existing Google Ads performance
    • Create a calendar for email campaigns targeting segmented audiences
    • Review and refine all marketing materials for brand consistency
    • Incorporate SEO best practices into website and content
    • Develop a content strategy for ad copies and landing pages
    • Include testimonials and case studies on the website
    • A/B test different content formats to evaluate effectiveness

  • ⛳️ Strategy 3: Launch, monitor, and adjust campaigns

    • Initialize Google Ads campaigns based on keyword research
    • Deploy marketing materials across all selected channels
    • Utilise analytics tools to track and measure key performance indicators
    • Monitor website traffic and user engagement on a weekly basis
    • Adjust bids and budgets in Google Ads for optimal performance
    • Analyse lead generation and conversion rates regularly
    • Use feedback to improve customer satisfaction initiatives
    • Conduct regular check-ins to assess KPI target progress
    • Identify underperforming areas and implement corrective actions
    • Report results and insights to stakeholders at regular intervals
google-adssmart-goalsmarketing-managerproject-managermarketing-teamanalytics-team
Implement these strategies

Strategies and tactics for enhancing Channel Marketing and Resource Mobilisation

  • ⛳️ Strategy 1: Improve Channel Marketing Effectiveness

    • Conduct a comprehensive market analysis to identify target customer segments
    • Develop compelling and tailored marketing messages for different channel partners
    • Implement a robust lead generation process to track progress through the sales funnel
    • Leverage digital marketing tools to reach a wider audience efficiently
    • Establish strong relationships with channel partners through regular communication
    • Create a channel partner training program to enhance product knowledge
    • Set quantifiable goals and KPIs for marketing campaigns
    • Utilise data analytics to measure campaign performance
    • Integrate feedback mechanisms to collect input from partners
    • Regularly review and adapt the marketing strategy according to market changes

  • ⛳️ Strategy 2: Optimise Resource Mobilisation and Distribution

    • Audit current resource allocation to identify inefficiencies
    • Develop a resource allocation model focused on priority projects
    • Create a centralised system for tracking resource utilisation
    • Implement an agile resource distribution framework for flexibility
    • Establish a resource sharing network among project teams
    • Prioritise resource allocation to high-impact projects
    • Ensure clear communication on resource availability across teams
    • Monitor resource usage against project milestones
    • Use feedback loops to adjust resource distribution strategies
    • Encourage a culture of resource efficiency and innovation

  • ⛳️ Strategy 3: Enhance Service Delivery and Excellence

    • Standardise service delivery processes across all customer projects
    • Implement a quality control system for monitoring service standards
    • Offer regular training to service teams on customer service excellence
    • Collect and analyse customer feedback to inform service improvements
    • Implement a project management tool to enhance efficiency and collaboration
    • Encourage continuous improvement by setting up innovation teams
    • Ensure alignment of service deliverables with customer expectations
    • Conduct regular service excellence workshops for staff development
    • Measure service delivery performance against industry benchmarks
    • Create a recognition program for teams delivering excellent service
channel-marketingresource-mobilisationmarketing-managerproject-managermarketing-teamservice-delivery-team
Implement these strategies

Strategies and tactics for preparing a Project Progress Report

  • ⛳️ Strategy 1: Gather necessary information

    • Review project plan and timelines
    • Collect updates from team members
    • Review completed tasks
    • Identify pending tasks
    • Gather data on any changes in scope
    • Collect metrics on project performance
    • Document project risks and issues
    • Summarise budget and expenditure
    • Collect stakeholder feedback
    • Organise all collected information in a structured format

  • ⛳️ Strategy 2: Format and structure the report

    • Create a cover page with project title, date, and author
    • Write an executive summary
    • Outline the project's objectives and scope
    • Summarise major milestones achieved
    • Include a detailed section on task completion and pending work
    • Provide a summary of the budget status
    • Illustrate the data with charts and graphs where possible
    • Highlight project risks and issues
    • Include feedback and comments from stakeholders
    • Set conclusions and recommendations for the next steps

  • ⛳️ Strategy 3: Review and finalise the report

    • Proofread the report for grammar and spelling errors
    • Ensure all data is accurate and up-to-date
    • Check the report's format and layout for consistency
    • Incorporate feedback from key team members
    • Review the report with the project manager
    • Make necessary revisions based on feedback
    • Confirm that all sections are comprehensive and clear
    • Add a table of contents if needed
    • Prepare a final draft of the report
    • Distribute the report to all relevant stakeholders
project-managementreport-preparationproject-managerteam-leaderproject-teamstakeholder-team
Implement these strategies

Strategies and tactics for initiating a 2-year project

  • ⛳️ Strategy 1: Define clear project objectives

    • Gather input from stakeholders to identify key project goals
    • Schedule a team meeting to discuss and align on objectives
    • Break down objectives into manageable deliverables
    • Establish a project timeline and key milestones
    • Ensure objectives are specific, measurable, achievable, relevant, and time-bound (SMART)
    • Document objectives and share with all team members
    • Set up regular check-ins to assess progress towards objectives
    • Assign responsibility for each deliverable to appropriate team members
    • Review and adjust objectives as needed based on progress and feedback
    • Confirm commitment to objectives from all team members

  • ⛳️ Strategy 2: Establish effective communication channels

    • Select and implement a project management tool to facilitate communication
    • Set up regular team meetings and decide on an appropriate frequency
    • Create a shared repository for project documents and updates
    • Develop a communication plan outlining how information will be shared
    • Identify key points of contact within the team for specific areas
    • Encourage transparency and open discussion during meetings
    • Provide training on communication tools as needed
    • Establish protocols for issue escalation and resolution
    • Schedule regular one-on-ones with team members to address concerns
    • Evaluate the effectiveness of communication strategies and make improvements

  • ⛳️ Strategy 3: Build a strong project team culture

    • Organise a project kickoff meeting to introduce team members
    • Define team roles and responsibilities clearly
    • Set team norms and expectations collaboratively
    • Plan team-building exercises to strengthen collaboration
    • Encourage knowledge sharing and peer learning opportunities
    • Create a feedback loop to continually assess team dynamics
    • Recognise and celebrate team achievements and milestones
    • Foster an inclusive environment where diverse perspectives are valued
    • Provide opportunities for professional development linked to project goals
    • Evaluate team performance and morale regularly to make necessary adjustments
project-managementcommunicationproject-managerteam-membercommunication-teamproject-team
Implement these strategies

Strategies and tactics for ensuring timely delivery and accountability of government projects

  • ⛳️ Strategy 1: Implement a project management office (PMO)

    • Establish a central project management office to oversee all government projects
    • Develop standardized project management processes and tools
    • Assign experienced project managers to each ministry to support project delivery
    • Create a centralized project tracking system for real-time updates and visibility
    • Set clear goals and timelines for all projects to measure progress effectively
    • Conduct regular project status meetings to address issues and risks
    • Implement training programs for government officials on project management principles
    • Benchmark project performance against international standards
    • Develop a rewards system to incentivize timely and successful project completion
    • Ensure transparent communication of project outcomes to the public

  • ⛳️ Strategy 2: Establish a public feedback and accountability system

    • Launch an online platform for citizens to track project updates and provide feedback
    • Set up regular public forums and town hall meetings to discuss project progress
    • Utilise social media channels to disseminate project information and gather feedback
    • Develop a mobile app for easy citizen engagement and feedback collection
    • Appoint citizen representatives to serve on advisory councils for major projects
    • Institute periodic surveys to gauge public satisfaction with government performance
    • Create a dedicated task force to review and act on citizen feedback
    • Publish regular reports detailing government response to public feedback
    • Train government officials on best practices for engaging with the public
    • Recognise and address public concerns in government communication efforts

  • ⛳️ Strategy 3: Utilise technology for project monitoring and evaluation

    • Deploy project management software for real-time tracking and reporting
    • Implement data analytics to assess project performance and predict challenges
    • Establish a digital dashboard for government officials to monitor project metrics
    • Integrate GIS technology for mapping project localisation and impact
    • Utilise AI to automate administrative tasks and enhance project efficiency
    • Enable collaboration tools for seamless communication between ministries
    • Ensure cybersecurity measures to protect sensitive project information
    • Conduct regular IT audits to evaluate the effectiveness of technology used
    • Engage technology experts to provide guidance and support on digital tools
    • Foster partnerships with tech companies to leverage innovative solutions
project-managementaccountabilityproject-managercitizen-representativeproject-management-officetechnology-experts
Implement these strategies

Strategies and tactics for delivering Key Safety Objectives

  • ⛳️ Strategy 1: Create a dedicated safety project

    • Establish a project team dedicated to safety initiatives
    • Set clear goals and objectives for the safety project
    • Develop a project timeline with specific milestones
    • Allocate resources and budget for the safety project
    • Define roles and responsibilities within the project team
    • Conduct a risk assessment to identify potential hazards
    • Establish communication channels for project updates
    • Organise regular team meetings to track progress
    • Develop and implement a safety management plan
    • Evaluate project outcomes with established KPIs

  • ⛳️ Strategy 2: Enhance Safety Observation Reports (SORs)

    • Conduct training sessions for the workshop team on SOR importance
    • Develop a standardised SOR template for consistency
    • Incentivise the submission of high-quality SORs
    • Review and provide feedback on SOR submissions regularly
    • Create a monthly SOR quality and quantity dashboard
    • Identify common safety issues from SORs and address them
    • Share success stories of how SORs prevented incidents
    • Appoint a safety champion to lead SOR initiatives
    • Implement a peer review system for SOR feedback
    • Set targets for the number and quality of SORs to be submitted monthly

  • ⛳️ Strategy 3: Align culture with safety rules

    • Conduct a culture audit to understand current perceptions
    • Develop a safety values statement that aligns with company rules
    • Integrate safety culture topics into team meetings
    • Recognise and reward behaviours that exemplify safety values
    • Provide leadership training focused on building a safety culture
    • Launch a safety culture awareness campaign
    • Encourage open dialogue about safety concerns and suggestions
    • Regularly review and update safety policies and rules
    • Survey employees about the alignment of culture and rules
    • Monitor safety culture KPIs such as incident rates and employee feedback
safety-projectculture-alignmentsafety-championproject-managerworkshop-teamproject-team
Implement these strategies

Strategies and tactics for implementing Project CORE

  • ⛳️ Strategy 1: Define clear objectives and scope

    • Conduct a project kickoff meeting with key stakeholders
    • Develop a project charter outlining objectives, scope, and deliverables
    • Allocate roles and responsibilities to team members
    • Set up a project governance framework
    • Create a detailed project plan with timelines
    • Identify and document project risks and mitigation plans
    • Establish a communication plan for regular updates
    • Develop a stakeholder engagement strategy
    • Identify necessary resources and budget requirements
    • Obtain formal approval and sign-offs from all stakeholders

  • ⛳️ Strategy 2: Ensure effective project execution and monitoring

    • Implement project management tools for tracking progress
    • Conduct regular status meetings with the team
    • Monitor project milestones and deliverables
    • Manage and address project risks proactively
    • Ensure timely decision-making and issue resolution
    • Maintain continuous communication with stakeholders
    • Track resource utilisation and budget expenditure
    • Conduct quality assurance and testing phases
    • Provide periodic progress reports to stakeholders
    • Obtain feedback and adjust plans as needed

  • ⛳️ Strategy 3: Close and evaluate the project effectively

    • Conduct a project closeout meeting
    • Review and finalise all project deliverables
    • Confirm all project objectives have been met
    • Document lessons learned and project insights
    • Release project resources and reassign roles
    • Close all contracts and financial accounts
    • Deliver a final project report to stakeholders
    • Celebrate project completion with the team
    • Hold a debrief session with key stakeholders
    • Plan for post-project support and maintenance
project-managementstakeholdersproject-managerstakeholderdevelopment-teamquality-assurance-team
Implement these strategies

How to track your Project Manager strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

Table of contents
Copyright © 2024 Tability