Key Takeaways

  • The SBI (Situation-Behavior-Impact) model provides a structured approach for delivering clear, specific, and non-judgmental feedback
  • Maslow's Hierarchy of Needs suggests people must satisfy lower-level needs (physiological, safety) before pursuing higher needs (belonging, esteem, self-actualization)
  • Herzberg's Two-Factor Theory distinguishes between hygiene factors (prevent dissatisfaction) and motivators (create satisfaction)
  • McGregor's Theory X assumes workers dislike work and need control; Theory Y assumes workers are self-motivated and seek responsibility
  • Regular performance conversations and coaching help team members grow and improve continuously
Last updated: January 2026

Supporting Team Performance

Supporting team performance is essential for project success. Task 3 of the People Domain focuses on how project managers assess performance, provide effective feedback, coach team members, and apply motivational strategies. Understanding human motivation and feedback techniques helps create an environment where team members can thrive.

Performance Management

Effective performance management goes beyond annual reviews. It requires ongoing attention to team member development and regular feedback.

Performance Appraisal Approaches

ApproachDescriptionFrequency
Formal ReviewsStructured evaluation against objectivesQuarterly/Annual
Continuous FeedbackOngoing performance conversationsDaily/Weekly
360-Degree FeedbackInput from peers, supervisors, and subordinatesPeriodic
Self-AssessmentTeam member reflects on own performanceAs needed
RetrospectivesTeam-level performance review (Agile)Each iteration

Key Performance Metrics

  • Quality of Work - Accuracy, completeness, adherence to standards
  • Productivity - Volume of work completed
  • Reliability - Meeting deadlines and commitments
  • Collaboration - Working effectively with others
  • Initiative - Proactively solving problems and improving processes

The SBI Feedback Model

The Situation-Behavior-Impact (SBI) model, developed by the Center for Creative Leadership, provides a structured framework for delivering clear, specific feedback that reduces defensiveness and promotes understanding.

The Three Components

ComponentDescriptionExample
SituationWhen and where the behavior occurred"In yesterday's sprint review..."
BehaviorObservable actions (not interpretations)"...you interrupted the stakeholder three times..."
ImpactThe effect on you, the team, or the project"...which made them hesitant to share feedback and may have hidden important concerns."

SBI in Practice

Constructive Feedback Example: "During Monday's team meeting (Situation), when you took over presenting Sarah's section without asking (Behavior), it appeared to undermine her credibility and she seemed discouraged for the rest of the meeting (Impact)."

Positive Feedback Example: "In yesterday's client presentation (Situation), the way you handled the difficult questions about timeline with clear data and calm explanations (Behavior) built trust with the client and they approved the change request on the spot (Impact)."

Benefits of SBI

  • Specific - Focuses on observable behaviors, not personality
  • Non-Judgmental - Describes impact without labeling or blaming
  • Actionable - Clear connection between behavior and consequences
  • Reduces Defensiveness - Objective approach feels fairer
  • Versatile - Works for both positive and constructive feedback

Extended Model: SBI-I (Intent)

The SBI-I model adds Intent - asking about the person's motivation: "I'd like to understand - what was your intention when you did that?"

This opens a coaching conversation about the gap between intent and impact.


Motivation Theories

Understanding what motivates people helps project managers create environments where team members are engaged and productive.

Maslow's Hierarchy of Needs

Abraham Maslow proposed that human needs form a hierarchy - people must satisfy lower-level needs before pursuing higher-level ones.

LevelNeedWorkplace Application
5. Self-ActualizationPersonal growth, reaching potentialChallenging projects, creativity, autonomy
4. EsteemRecognition, respect, achievementAwards, promotions, public acknowledgment
3. Social/BelongingRelationships, team membershipTeam activities, collaboration, inclusion
2. SafetySecurity, stability, protectionJob security, clear policies, safe environment
1. PhysiologicalBasic needs: food, water, restAdequate pay, breaks, comfortable workspace

Application to Project Management

  • Ensure basic needs are met before expecting high performance
  • Recognize that team members may be at different levels
  • Address safety concerns (job security, clear expectations) before pushing for innovation
  • Create belonging through team-building and inclusive practices
  • Provide recognition and challenging work for those seeking growth

Herzberg's Two-Factor Theory

Frederick Herzberg's research identified two distinct types of factors affecting job satisfaction:

The Two Factors

Factor TypeAlso CalledEffect
Hygiene FactorsMaintenance FactorsPrevent dissatisfaction but don't create satisfaction
MotivatorsSatisfiersCreate satisfaction and motivation

Hygiene Factors (Extrinsic)

FactorExamples
Company PolicyFair procedures, reasonable rules
SupervisionCompetent, fair management
Working ConditionsSafe, comfortable environment
SalaryCompetitive compensation
Job SecurityStable employment
RelationshipsPositive peer and supervisor relations

Key Insight: Improving hygiene factors removes dissatisfaction but doesn't create motivation. Employees won't complain, but they won't be enthusiastic either.

Motivators (Intrinsic)

FactorExamples
AchievementCompleting challenging work successfully
RecognitionAcknowledgment of contributions
Work ItselfInteresting, meaningful tasks
ResponsibilityOwnership of outcomes
AdvancementPromotion and career growth
GrowthLearning and skill development

Key Insight: The opposite of satisfaction is not dissatisfaction - it's "no satisfaction." Similarly, the opposite of dissatisfaction is "no dissatisfaction."

Application to Project Management

  • Address hygiene factors to prevent complaints and turnover
  • Focus on motivators to drive engagement and performance
  • Provide meaningful work, recognition, and growth opportunities
  • Ensure fair policies and adequate compensation as a baseline

McGregor's Theory X and Theory Y

Douglas McGregor described two contrasting assumptions managers hold about workers:

Theory X Assumptions

Managers who believe Theory X assume:

  • People inherently dislike work and avoid it when possible
  • Workers must be coerced, controlled, directed, or threatened
  • Most people prefer to be directed and avoid responsibility
  • Security is the primary motivator

Management Style: Authoritarian, close supervision, external controls

Theory Y Assumptions

Managers who believe Theory Y assume:

  • Work is as natural as play or rest
  • People will exercise self-direction and self-control
  • Commitment comes from rewards associated with achievement
  • People seek and accept responsibility
  • Creativity and ingenuity are widely distributed

Management Style: Participative, delegative, trust-based

Connection to Other Theories

  • Theory Y aligns with Maslow's higher-level needs (esteem, self-actualization)
  • Theory Y aligns with Herzberg's motivators (achievement, responsibility, growth)
  • Theory Y supports servant leadership and empowerment

Application to Project Management

  • Examine your own assumptions about team members
  • Theory Y approaches generally produce better results in knowledge work
  • Match your management style to individual team members
  • Create conditions for self-motivation rather than relying on control

Coaching and Development

Beyond feedback, project managers should actively coach team members:

Coaching Best Practices

PracticeDescription
Ask, Don't TellUse questions to help team members discover solutions
Listen ActivelyGive full attention, reflect understanding
Focus on GrowthEmphasize development over criticism
Set Clear GoalsEstablish specific, measurable objectives
Follow UpCheck progress and provide ongoing support

The GROW Model for Coaching

StepFocusExample Questions
GoalWhat do you want to achieve?"What would success look like?"
RealityWhat is the current situation?"What have you tried so far?"
OptionsWhat could you do?"What alternatives do you see?"
WillWhat will you do?"What's your next step?"

Key Points for the PMP Exam

  1. Use SBI (Situation-Behavior-Impact) for clear, specific feedback
  2. Maslow's Hierarchy - lower needs must be satisfied first
  3. Herzberg - hygiene factors prevent dissatisfaction; motivators create satisfaction
  4. McGregor - Theory Y assumptions lead to more empowering management
  5. Coaching focuses on asking questions, not providing all answers
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Maslow's Hierarchy of Needs in the Workplace
Test Your Knowledge

Using the SBI feedback model, a project manager wants to address a team member who was late to three consecutive morning stand-ups. Which of the following is the best example of SBI feedback?

A
B
C
D
Test Your Knowledge

According to Herzberg's Two-Factor Theory, which of the following is a "motivator" that creates job satisfaction?

A
B
C
D
Test Your Knowledge

A manager believes that team members are naturally motivated, seek responsibility, and will exercise self-direction when committed to objectives. This manager holds which management assumption?

A
B
C
D