As a project management professional for more than 25 years, I frequently need to match coworkers to the right roles on a project. I typically create a spreadsheet to generate a personality inventory that measures an employee’s ability to achieve in a selected work environment. This assessment helps me explain individual differences in workplace settings. Identifying personality traits helps define a person’s motivation to succeed in terms of competitiveness, confidence, dominance and willingness. Other important traits include flexibility, independence, persistence and pride.
Matching workers for a project typically involves analyzing the effort’s resource requirements. You can also ask employees to identify their project preferences. Establishing a database of your employee’s performance review ratings, skills, knowledge and goals allows you to sort, filter and rank matches. Reduce the an employee’s risk of being unmatched by having comprehensive job descriptions and hiring the right people for your business on an ongoing basis. For example, if a project requires someone to teach a training course, identify employees who have good presentation skills and taught courses. Rank them in terms of experience and select the most experienced employee to work on the project.
Staffing a complex project typically requires a diverse team with varying skills, knowledge and experience. Teams tend to generate creative and innovative outcomes when each team member values and respects all team member’s opinions. Additionally, try to match your employee’s skills with the project needs. For example, match employees who have good communication skills with projects related to creating awareness.
Match coworkers for a team project based on their ability to succeed in the workplace. Find out what motivates them. For example, use a personality assessment, such as the Achievement Motivation Inventory, to rank and the most likely people to be motivated to work hard and produce results. For example, staff a project that requires a lot of travel with people who have the flexibility in their personal lives to accommodate going to client locations.
When you test match coworkers for a team project, identify people who can complement each other’s skills. This enables effective collaboration. According to IBM’s Leading Through Connections study, employers should foster team success by creating diverse teams, building employee networks and encouraging employee learning and development. Successfully pairing an employee with another employee who can mentor him improves productivity for the whole project team.