Tag Archives: Escalation

Effective Escalation Practices

This article was provided by Erin Palmer from the University Alliance. Erin writes about project management topics such as PMP certification.

Great leaders know how to focus on project management competencies. Perhaps nowhere in project management do effective soft skills shine through more than in the process of escalation and escalation mitigation. Knowing when and how to escalate requires more than just an intimate knowledge of the emerging issue, but a deeper understanding of the entire business landscape surrounding the events that have led you to this moment. Handling conflict in an action-oriented manner that effectively brings about resolution and promotes team cohesion may at first seem like contradictory goals. On the contrary, effective project managers know that teams work best when trust in leadership is palpable and when team members feel confident that if a problem arises, the leader will expediently and effectively resolve the issue. Strong leaders have strong teams and that is why it is imperative to spend time considering the finer points of an escalation strategy as part of your overall professional development process.

The Art of Knowing When to Escalate 

Establishing long-term communication protocol for all team members is vital to maintaining a feel for the pulse of the project and anticipating challenges before they become full blownissues. Some challenges cannot be avoided, such as a major upheaval in supply chain management when sudden events like natural disasters or international social unrest grind project progress to a halt. It is the more mundane situations encountered over the course of a career that will test your effectiveness more intensely than the occasional huge event. Here are a few questions to ask yourself before escalating.

1. Do I have all of the facts?

Escalation in its purest form is a strategic move. Make sure you have all your facts together and have taken the time to consider alternatives before escalating. If the issue personally involves team members, strategize how this escalation will be a learning tool if at all possible.

2. Will this issue come to a complete surprise to superiors?

If communication is open and effective throughout a project, then your superiors should have some indication that a challenge is present before the escalation occurs. The soft skills involved in finessing communication techniques over the course of a career become more complex and more important as the stakes grow. Be sure that your communication skills grow with increasing responsibility. Seek professional mentoring or other professional development to keep skills current.

3. What do I want from this process?

Escalation as a management strategy involves a comprehensive understanding of outcome goals and long-term project planning. Escalate too many issues and you may be perceived as the “Boy Who Cried Wolf” which may result in the lack of engagement of superiors when you truly need them. Holding back and waiting too long to escalate an issue can result in the project falling apart. Effective escalation takes skill, knowledge, and experience.

4. Am I prepared?

While seasoned professionals will disagree about when or how to escalate an issue, most will
agree that if you are going to escalate an issue you need to be completely prepared. Accumulate your documentation about what you have done so far to mitigate the situation; prepare a concise report detailing any related financials; have clear ideas about your outcomes. You want to be a partner in the process, so involve your team as necessary and engage your superiors as colleagues. An escalation can be an effective learning tool for teams if strategized properly.

Additional Factors to Consider

Effective escalation requires a certain level of professional maturity that emanates from top project managers. When you are in the presence of great leaders, how they handle conflicts and unexpected issues becomes the glue that builds team cohesion and is noticeable from a distance. Every company has divisions and teams that work smoothly despite issues that arise as projects evolve. Project management is a dynamic field with a strong history of building innovative solutions to business’ toughest challenges. It promotes a collegial environment where collaboration is a key element. Developing effective escalation strategies can help you keep your skills relevant and leverage career growth throughout the longevity of your career.