Skip to main content
Key Takeaways

Leadership Challenge: Leading a project without formal training requires a focus on connection, consensus, and inspiration.

Planning Dynamics: Plans should adapt and evolve; involve team collaboration to align on project's direction and goals.

Communication Priority: Effective communication is vital in project management, emphasizing dialogue over dashboards for success.

Role Clarity: Clearly define responsibilities within the team, focusing on action over organizational titles for success.

AI Assistance: AI tools can aid in project tasks, but human empathy and creativity remain irreplaceable.

“We Need You To Lead This”

So you’ve been asked to lead a project — even though you’ve never considered yourself a project manager before. Congratulations.

By this point, the pride of having been selected with this high honour and the annoyance of having extra work shoved onto your plate have probably subsided. And now the panic is starting to set in.

You likely have little to no formal project management training, little to no direct authority over the people involved, and maybe even a disdain for project managers based on your past experiences with us PM types.

Unlock for Free

Create a free account to finish this piece and join a community of forward-thinking leaders unlocking tools, playbooks, and insights for thriving in the age of AI.

Step 1 of 2

This field is for validation purposes and should be left unchanged.
Name*
This field is hidden when viewing the form

Still, this project matters, and you’re the right person to make it a success. It’s just that small matter of… how?

My advice? Don’t dive into the project management textbooks. Instead, let me give you the unofficial crash course in what it means to be a project leader.

What The Textbooks Won’t Tell You

There’s no shortage of available material on project management best practices. Between the thousands of textbooks, courses, AI coaches, and mostly human influencers out there, you could be in study mode for months or even years.

But you don’t need them right now.

It may sound like I’m throwing shade, but I’m not. Project management is a centuries-old craft that has developed into an in-demand profession over the last 70 years or so. It is a practice that drives some of the largest and most impactful human undertakings of the modern age, from large-scale construction to technological innovation.

But you probably don’t need the heavyweight project management machinery for what you’re doing.

For now, what you’re doing is leading a rag-tag team of specialists towards an outcome that matters to your organization. Your higher-ups have given you the mantle because they have faith in your ability to get it done, not your ability to make a pretty Gantt chart. And the team you’ll be leading expects you to be in the trenches with them taking the bullets, not commanding from a throne thousands of miles away.

So let’s start at the core of project leadership and then address the biggest misconceptions that lead even the brightest people astray.

The Core Of Project Leadership

Project leadership is pretty simple, actually. Your role is to convert strategy into execution, be the guardian of success, and be the champion of value. To do that, you need to keep people briefed and focused, ensure adequate resourcing, and support the team when they’re stuck. Along the way you’ll need to monitor and share progress while making adjustments to keep things on track.

Simple, right?

Yes, simple. Just not easy.

Your role is to convert strategy into execution, be the guardian of success, and be the champion of value.

Project leadership is a vibe

The biggest mistake I see people make is thinking they suddenly have more authority, influence, or respect because they are leading a project. You don’t. You won’t.

Project leadership is a burden you wear on the inside while you inspire confidence and offer clarity on the outside. People will be relying on you for decisions that aren’t yours to make, and for information that isn’t in your possession to share. Your leadership isn’t about calling the shots, it’s about connecting the dots.

But before you shrivel into an extreme and toxic version of servant leadership, let me emphasize that you’re not a coordinator. You aren’t a go-between or a passive conduit. You are the conductor. You are the hub. You are the translator. You are an active and necessary member of the team.

So do what your leadership role models do: listen, drive consensus, influence good decisions, engineer alignment, and spark inspiration with your actions and with your storytelling.

Your leadership isn’t about calling the shots, it’s about connecting the dots.

A plan is a necessary piece of living fiction

No matter what, someone’s going to ask you what the plan is. You may or may not have one. But even if you do, it’s probably going to change. A lot.

The thing is, plans aren’t static maps, they’re a compass. They are a vehicle for managing expectations based on a loose prediction of the future.

So don’t make it a pristine masterpiece. Give it the necessary level of fidelity with the understanding that you’ll modify it along the way. It’s fine if it’s a spreadsheet, or a sticky-note Kanban board, or a paper sketch — as long as it works to level-set with the people involved.

And the other thing is, plans aren’t made in isolation, they’re a collaboration. So before anyone even has the chance to ask you “what’s the plan?”, you should be asking for their input on what the plan should be and figuring out how the puzzle pieces fit.

Not just once. Constantly, throughout the project.

Plans aren’t static maps, they’re a compass. They are a vehicle for managing expectations.

Join the DPM community for access to exclusive content, practical templates, member-only events, and weekly leadership insights - it’s free to join. <br><br>

Join the DPM community for access to exclusive content, practical templates, member-only events, and weekly leadership insights - it’s free to join.

This field is for validation purposes and should be left unchanged.
Name*
This field is hidden when viewing the form

Communication is more important than anything

If you were planning to sit at your desk and manage through dashboards, I’d reconsider.

90% of project leadership is about talking to people. It’s how you find out what’s really going on, identify opportunities to do something different, build loyalty, establish rapport, and keep your finger on the pulse of the many non-verbal things that will never show up in a task update.

And communication will take all forms. You’ll have collaborative conversations. You’ll have disagreements about scope and approach. You’ll have passive aggressive dissent. You’ll have moments where you feel like a therapist. You’ll have challenging negotiations. You’ll have times where you find yourself selling your project like it’s a Slap Chop infomercial. It’s all part of it.

You might not be good at every type of conversation. That’s fine. The bigger mistake is trying to avoid it.

Role clarity matters more than titles

When you’re bringing together people from different departments and trades and backgrounds, you’ll immediately start to feel people establishing rank. But in the context of your project, titles don’t matter as much as knowing who is responsible for what, and who will take the fall if it doesn’t happen. 

And whereas you are in many ways the owner of getting the project delivered, you are not solely accountable for every aspect of your project. 

So don’t assume the org chart applies in project land. Have the conversation with the team, make decisions about who’s doing what, tackle any areas that feel ambiguous or unclear, and write it down so it’s easy to explain it to the next person who joins your project.

Don’t assume the org chart applies in project land. Have the conversation with the team, make decisions about who’s doing what.

What might happen is as relevant as what has happened

Every project has an element of risk. Instead of thinking of it as risk management, think of it as being prepared. You want the team to be ready for anything that might happen. In order to do that, you need their help to identify some of the things that might happen and what can be done about it if they do happen. 

And like any good emergency preparedness kit, don’t just pack it once and hope it’s fine the day the zombie apocalypse hits. Revisit it weekly, make others on the team own items that are in their wheelhouse, and get rid of the stuff that’s no longer relevant or applicable. 

One more thing: it’s often forgotten that risk can be good and bad. Yes, leadership is about guiding a group of people towards a goal that helps them survive or thrive. So manage your constraints — they’re your food rations. But if you see an opportunity to amplify the broader impact of your project, don’t immediately shut it down because it’s not in the plan. The plan can change if the maths math. 

Leadership is about guiding a group of people towards a goal that helps them survive or thrive.

You will need to solve problems. A lot of them.

It will not be smooth sailing. No project ever is. Watch any HGTV renovation show, and you’ll be looking at the truest microcosm of any project. What starts with optimism and excitement quickly leads to challenges, compromises, and disappointment. But that doesn’t mean your project is doomed to fail. It’s the natural arc of many projects.

So be ready to have complex problems thrown at you, and be ready to roll up your sleeves to help solve them. It might not be within your capability or responsibility to solve the problems directly, but it is your job to drive the dialogue to connect complex problems to creative and effective solutions.

It might not be within your capability or responsibility to solve the problems directly, but it is your job to drive the dialogue to connect complex problems to creative and effective solutions.

Your reward is respect, not gratitude

Throughout all of this, you will be blamed more than you're praised. Criticisms will have your name on it long before you catch wind of them. You will be held accountable for things you didn’t even know were happening, and you’ll be expected to be both a business strategist and a janitor. 

What it comes down to is ownership. In some cases you’re the captain on the ice with the team. In other cases you’re the owner in the box yelling at the referee. But the only thing that matters is the outcomes you drive by cultivating amazing performances from your team. And even if no one says it to you out loud, everyone knows that’s hard, and they’ll respect you for it.

In some cases you’re the captain on the ice with the team. In other cases you’re the owner in the box yelling at the referee.

How AI Can Give You An Assist

That being said, you will need to do some of the classic project management stuff. You’ll need to report on project status and document decisions along the way. You’ll need to brief people on the mission, and you’ll need to secure the right resources at the right moments.

But don’t go take a masterclass on each. The most popular LLMs like ChatGPT, Claude, Gemini, and Copilot are pretty adept at helping out with these things.

You can get some inspo from my list of 6 examples of AI in project management, but here’s the four basic prompts you need to get you started:

  • Project Briefing: act as a senior project manager for a [type of project]. Your job is to help create a clear, outcomes-based project brief by interviewing me about the project goals, scope, timeline, people, and risks. Ask me one question at a time and ask for clarification if any of my responses are unclear. Please use the attached questions and project brief template to inform your questions and your output.
  • Risk Management: act as a project management consultant for a [type of project]. The project is underway and we are in the [current phase] phase of the project. What are some positive and negative risks that my team and I should consider at this point in the project and what are some possible risk response strategies? Please format your output as a table that can be copied and pasted into our risk register.
  • Project Planning & Resourcing: act as a senior project manager for a [type of project]. Your job is to help plan and schedule team resources for our project to [project’s goal], beginning on [start date] and ending by [end date]. The team members we have available are [list team roles]. Please format your output as one table for the proposed project plan and another table for each team members’ start date, end date, and allocation. 
  • Communications Tailoring: act as a [your recipient’s role] at a [your recipient’s type of organization]. I’d like you to challenge and question me about the attached status report. Keep your tone stern but professional, asking me one question at a time. You may use the attached project brief as a guide for your line of questioning. 

The Human Stuff AI Can’t Replace

But don’t over-index on the AI. You don’t want to look like you’re pretending to be a project manager, you want to be an effective leader. To that end, there’s a few things that you can do more effectively than any AI can today — and they’re the things that will make the biggest difference.

Non-verbal communication

AI’s biggest blind spots are the stuff it can’t see and the things we don’t tell it. Chief among those things is our non-verbal communication — tone, body language, subtext. These are things that can very much play to your advantage where AI may come off as a bit tone-deaf. Watch for team members dealing with hardships outside of work, or interpersonal challenges with their colleagues, or under immense and unrealistic pressure from their direct bosses. And instead of asking “is this done yet?” (which AI can do just fine), ask “how can we help?”

Trust-building & persuasion

Along the same lines, trust and decision-making remain human-driven in most organizations. AI may be able to present options and make recommendations, but the ability to convince another human to go down one path versus another is much more effective as a dialogue between people. Why? Because as of yet, AI cannot be held accountable for those decisions. Accountability rests with humans, so for now so does trust, persuasion, and strategic decision-making. 

Taste, quality, discretion, and creativity

Then there’s the squishy middle bit that remains a bit subjective and unquantifiable — the matter of taste, quality, discretion, and creativity. AI might have great ideas based on what it’s been trained on, but ultimately it’s our human ability to tweak, tinker, and tailor an idea into something that fits the bill that drives our perception of value. So while you and the team may not have to create everything from scratch, your superpower for getting to value is actually your taste.  

Your Quick Start Playbook

Okay, so where do you start? Here’s the steps I would take during my first week with a project, whether it was a brand new project or one that is already mid-flight:

Create a living outcomes-based brief

Your project brief isn’t just something people read at the beginning of the project and then forget about. Your project brief is the North Star that keeps everyone pointed in the right direction throughout the project. So start by capturing the gist of the project in terms of the desired outcomes, the constraints, the risks, and the value of this project even existing in the first place. Use that prompt I gave you to get your head wrapped around it and package it in a way that makes it clear from various stakeholder perspectives. 

Then take this brief beyond a static document: upload it to a tool like a custom GPT or NotebookLM notebook so that other team members can chat with it to get answers or add to it as new information is revealed or as decisions change the course of the project. 

Get together to kick-off or get re-aligned

You are the orchestrator of human collaboration here. So schedule a gathering to bring the right people together to drive a shared understanding of the project and how the team will achieve its goals. But more importantly, cast a vision for the project and solicit questions and input from others to bake that vision into consensus. Use AI to build your agenda and to anticipate questions from your stakeholders, and then feed the meeting summary back into your living brief.

Define roles with absolute clarity

And as soon as possible, start the discussion about who’s responsible for what. Slay ambiguity from the outset by asking the right questions and writing them down in a RACI chart or a Team Working Agreement. The biggest opportunities for your project to fail are in the gaps in clarity around accountability. Get an outside perspective from your AI tools — even if it’s just as a second opinion — so that you’ve left no stone unturned. But more importantly, use your communication skills to make sure everyone on the team understands their role and where the team is depending on them.

How To Make This Great For Your Career

If you’ve gotten this far in the article, I’m going to assume you’re thinking bigger picture. Maybe you’re worried you’ll get pigeon-holed into a career in project management that you never wanted. Maybe you’re thinking this is a trap where you’re set up to fail. 

But actually, I’d say this is a massive opportunity.

In today’s current push for AI-led transformation, projects are the vehicle of choice for change and modernization. That means your project is likely sewn into value for the business, and its impact will be visible at multiple levels within your organization. 

In other words, use this to make the case for your value in your next performance review or elevator conversation with your higher-ups. 

And even if this does lead you away from your current organization, your ability to deliver results through projects will resonate as a qualification for many other roles — not just project management roles. This experience makes you more valuable in whatever direction you want to go.

Leading projects doesn’t have to mean you have to become a project manager. It’s actually an essential skill for advancing into senior roles.

So try to embrace it. Leading projects doesn’t have to mean you have to become a project manager. It’s actually an essential skill for advancing into senior roles. Operations leaders, department heads, HR professionals, and even director-levels and C-suite executives need to be able to translate strategic business goals into outcomes. And your projects will put you in front of many of those people and perspectives so that you can start speaking the language. 

And at the end of the day, your success in leading projects can be your calling card for driving strategic outcomes through complex, human collaboration. And that’s not something that’s going out of style for the foreseeable future.

What Do You Think?

But I’d like to hear from you: is it irresponsible to trim down project management as a skill for people who aren’t project managers? Or is the current era of AI transformation pointing towards a need for less titled PMs and more informal project leaders? Let me know what you think in the comments!

Leave a Reply

Your email address will not be published. Required fields are marked *

Galen Low

Galen is a digital project manager with over 10 years of experience shaping and delivering human-centered digital transformation initiatives in government, healthcare, transit, and retail. He is a digital project management nerd, a cultivator of highly collaborative teams, and an impulsive sharer of knowledge. He's also the co-founder of The Digital Project Manager and host of The DPM Podcast.

Interested in being reviewed? Find out more here.