With our team of experienced consultants, who have over 165 years of collective project management experience, we see the same misconceptions and mistakes repeatedly hampering NFP digital success. 

In our recent webinar, we addressed the key questions all non-profit organisations must answer when embarking on their digital change project such as;  

  1. Do we have enough or the right resources to deliver our technology project?  
  2. What roles do we need? 
  3. How can we carryout out the project alongside our business-as-usual (BAU)?  

Hart Square’s Joyce Harmon and Jason Marshall live and breathe project management. They help non-profits daily, to realistically understand the roles they need and the key factors for success. Here are some key insights from their session. 

Understanding the Key Roles in Your Project

Effective project leadership starts with understanding the various roles involved in a project. We categorise these roles along a continuum from strategic to operational.  

Leadership (Strategic Focus): This group, including the Project Sponsor, focuses on the “why” – why the project is necessary, why it should be undertaken now, and why funds should be allocated. 

Leadership roles in a project are crucial for ensuring alignment with the organisation’s vision and goals. The Project Sponsor, typically a senior leader, is accountable for the project’s success and ensures it aligns with strategic priorities. Their involvement and commitment can make or break the project. 

Management (Bridging Strategic and Operational): The management team, including the Business Lead and Project Manager, bridges the gap between strategic decisions and operational execution. They focus on the “what” – what the project will cost, what the timeline is, and what the deliverables are. 

The management team plays a critical role in bridging strategic goals and operational realities. The Business Lead is responsible for the project’s success, while the Project Manager ensures it stays on track, on budget, and within scope. Effective management requires clear communication and coordination between all parties involved.

Delivery (Operational Focus): This group, including Subject Matter Experts and Developers, focuses on the “how” – how the project will be implemented, how the new processes will work, and how success will be achieved. 

Subject Matter Experts (SMEs) provide in-depth knowledge of business processes and requirements. They work closely with Developers and Testers to ensure the solution meets user needs and maintains high quality. 

Critical Factors to lead your team to success 

Project success depends on managing several interdependent factors: 

  1. Quality: At the core of any project is quality. It’s essential to define what “good enough” means to ensure the final product meets business needs. 
  2. Scope, Cost, and Timeline: These traditional elements of project management must be carefully balanced to maintain control over the project. 
  3. Business Value: Beyond operational metrics, projects should deliver measurable business value. This includes new capabilities, opportunities, and alignment with organizational goals. 
  4. Building a Strong Partnership: Successful projects rely on strong partnerships with technology partners. Both the client and the technology partner should have dedicated Project Sponsors to ensure mutual understanding and goal alignment. Regular communication and a focus on maintaining a good working relationship are essential. 
  5. Engaging Champions and Managing Change: Champions are critical for driving enthusiasm and adoption within the organization. They act as agents of change, promoting the project’s benefits and gathering user feedback. In larger projects, a dedicated Change Manager can help coordinate these efforts and manage the broader organizational impact. 

Leading a project team to success in the non-profit sector requires a clear understanding of roles, careful management of project factors, and strong leadership. By focusing on these key areas, non-profit organisations can ensure their digital change projects deliver real value and achieve their strategic goals. 

For more information and support on managing digital projects, feel free to reach out to us at hello@hartsquare.co.uk. You can also watch the full webinar on-demand here