Early Project Manager Involvement for Project Success – Ep 107

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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.

What is Early Project Involvement?

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.

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Why is early project involvement important for project success?

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.

  • Builds trust with clients
  • Improves scope and budget accuracy
  • Identifies risks early
  • Supports long-term funding eligibility

How can project managers contribute during the sales phase of projects?

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.

  • Review proposal scope and budget
  • Engage directly with clients
  • Clarify project expectations
  • Build strong client relationships

What common risks should be identified before contract signing?

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.

  • Public outreach and involvement needs
  • Political and community sensitivities
  • Communication protocols
  • Scope and schedule misalignment

How does involving project managers early impact client confidence?

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.

  • Enhances transparent communication
  • Builds trust through early engagement
  • Ensures alignment with client goals
  • Improves responsiveness to client needs

How should firms integrate business development and project delivery functions?

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.

  • Use seller-doer model for accountability
  • Enhance communication between sales and delivery
  • Align company goals with execution
  • Adapt to client preferences

What soft skills are essential for project managers in early involvement?

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.

  • Effective communication
  • Flexibility and adaptability
  • Trust and relationship building
  • Problem-solving capabilities

How can investing in client relationships improve project outcomes?

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.

  • Understand client operational preferences
  • Build strong partnerships
  • Enhance communication effectiveness
  • Improve client satisfaction and trust

What role does early involvement play in securing future project funding?

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.

  • Align projects with funding criteria
  • Ensure grant readiness
  • Support phased project delivery
  • Facilitate long-term planning

What strategies help align project teams on client expectations before kickoff?

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.

  • Define communication boundaries
  • Develop and review quality plans
  • Early involvement of experts
  • Clarify client expectations

Master Early Project Involvement

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.

Learn About PM Training For AEC Professionals →

Meet the Speakers

Fiona Johann, PMP, AEC PM

Your Host

Fiona Johann, PMP, AEC PM

Fiona Johann, PMP, joined The Engineering Management Institute as the strategic initiatives team leader in February 2025. With eight years of experience in developing leadership programs in an academic setting, she brings valuable expertise in planning and executing impactful initiatives. Fiona utilizes her PMP certification and program management skills to oversee events like PM AEC Connect and optimize internal processes for improved efficiency. Based in central North Carolina, she combines her strategic approach with a passion for driving successful outcomes at EMI.
Marla Hamman, P.E.

Guest Expert

Marla Hamman, P.E.

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.


Resources Mentioned:

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Fiona Johann, PMP, AEC PM
Co-hosts of The AEC Engineering Project Management Podcast

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