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YOUTUBE CHANNEL
LEARNING AND DEVELOPMENT LAB
FE & PE EXAM
RECOMMENDED READINGS
FUTURE OF WORK
INSIGHTS
Episode AECPM 107: Early project involvement is crucial for setting projects up for success through effective scoping, risk mitigation, and building client trust. This episode explores how engaging project managers early can improve project outcomes and long-term funding opportunities. Listeners will gain insights on integrating sales and delivery roles to strengthen project execution.
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Early project involvement refers to the engagement of project managers and key team members during the initial phases of project pursuit and proposal development. It involves understanding client needs, identifying risks, and setting realistic scopes and budgets to establish a foundation for successful project delivery.
Early project involvement is important because it enables project managers to understand client needs deeply, scope projects accurately, and identify potential risks before contracts are signed. This leads to realistic budgets, schedules, and stronger client relationships, setting projects up for successful delivery.
Project managers contribute during the sales phase by collaborating on proposal development, reviewing technical aspects, and ensuring scope, schedule, and budgets are achievable. Their direct interaction with clients helps build trust and clarifies project expectations.
Common risks to identify before contract signing include public involvement requirements, political and community issues, and communication boundaries. Addressing these early prevents surprises that can impact schedules, budgets, and client trust.
Involving project managers early builds client confidence by establishing transparent communication and demonstrating commitment to delivering the right solutions. It fosters trust that project teams understand client goals and will keep them informed throughout the project.
Firms should integrate business development and project delivery through a seller-doer model where project managers actively participate in sales and client interaction. This alignment creates accountability, reduces responsibility confusion, and enhances winning and delivering projects effectively.
Essential soft skills for project managers include communication, adaptability, and relationship building. These skills enable them to interact effectively with clients and internal teams to translate visions into executable project plans.
Investing in client relationships improves project outcomes by ensuring a clear understanding of client needs, preferences, and communication styles. This leads to stronger partnerships, better alignment on project goals, and increased trust during project delivery.
Early involvement helps secure future project funding by progressing projects to be funding eligible and grant-ready. Project managers can plan phases strategically to align with funding opportunities and client long-term visions.
Strategies include clarifying communication protocols, educating the team on client preferences and legal constraints, establishing a quality plan, and involving subject matter experts early to ensure everyone understands the project approach.
Enhance your project management skills by mastering early involvement techniques. EMI training offers strategies to build client trust and mitigate risks right from the start.

Your Host

Guest Expert
Senior Consultant at Parametrix
Marla Hamman is a transportation engineer and project manager at Parametrix with experience leading complex infrastructure projects from early planning through delivery. She specializes in project management, agency coordination, and stakeholder engagement, helping align technical teams, public agencies, and community goals. Marla began her career with the Illinois Department of Transportation, where she developed a strong understanding of state transportation processes and project delivery. Today, she works closely with local agencies and state partners to develop practical, community-focused transportation solutions and is passionate about setting projects up for success from the very beginning.
Join EMI training to learn how early project manager involvement can transform your project outcomes. Start building stronger client relationships today.
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This post was optimized to help you quickly find answers. For the full discussion, please listen to the audio episode or watch the video above.
Fiona Johann, PMP, AEC PM
Co-hosts of The AEC Engineering Project Management Podcast
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