Projects enable archivists to undertake roles that differ from their usual positions and are training grounds for leadership. Team members likely have other responsibilities in addition to their work on the archival project. Identify gaps in skills or resources, and then begin to locate people to resolve staffing issues. Determining basic team member roles up front allows projects to move forward with vision and vigor.

Archival project managers can create highly functional teams that embrace change, honor individual diversity and contributions, and demonstrate good faith and goodwill. There are many aspects of team-building to consider, including the fundamentals of team size and composition.

Delivering a project on time, on budget, and with quality doesn’t always mean it’s successful. And even if expectations of cost and speed are met—or were unrealistic—stakeholders are the final judges of the project. In their eyes, the project may be late, over budget, or inferior quality.

People are fundamental to every aspect of an archival project. They commission projects, provide resources, support (or challenge) projects, and produce results. People deliver projects as managers and team members, and others influence projects as sponsors and archival project stakeholders. How people behave and feel about the project influences its success.

Project managers are expected to be both good managers and leaders. Leadership is one of the most critical competencies a project manager must have. Leadership in archival projects is demonstrated through setting the vision for the project and supporting strategy, and creating a shared vision with the team. Archival leaders create an environment that encourages the best in team members, allowing them to develop and learn.

Project managers for archival projects have a wide variety of responsibilities. They oversee activities, serve as liaisons between departments, and facilitate meetings. They hire staff, attend professional development activities, and review instructional materials. This post covers characteristics of effective archival project managers.

A clear understanding of the scope is the basis on which successful archival projects are built. Without it, archivists will struggle to deliver a project well.

Archivists can use several elicitation techniques to gather requirements for their projects. These methods, ranging from document analysis to in-depth interviews, provide ideas for needed projects.

Requirements for archival projects are different from goals and objectives. Requirements specify what the deliverables of the completed project must be. Requirements define the final product, service, or result. These are statements of quantitative criteria, each of which provides a measure of one or more of the project’s critical success factors. You can visualize the requirements when you consider the current condition of an organization and then examine its future state once the project is completed.

Goals and objectives are instrumental in strategic planning for archives because they turn the project’s vision into measurable targets. Goals are the ends towards which a project is directed; objectives are more detailed than goals and explain how goals will be accomplished. With both in hand, archivists build and support the vision for what they wish to achieve with their projects.

Projects should reduce costs, expand services, or increase efficiency—and be linked to these objectives from start to finish. Archivists must change their mindset from simply completing a project to strategically implementing the project with business objectives in mind.