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
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
| Approach | Description | Frequency |
|---|---|---|
| Formal Reviews | Structured evaluation against objectives | Quarterly/Annual |
| Continuous Feedback | Ongoing performance conversations | Daily/Weekly |
| 360-Degree Feedback | Input from peers, supervisors, and subordinates | Periodic |
| Self-Assessment | Team member reflects on own performance | As needed |
| Retrospectives | Team-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
| Component | Description | Example |
|---|---|---|
| Situation | When and where the behavior occurred | "In yesterday's sprint review..." |
| Behavior | Observable actions (not interpretations) | "...you interrupted the stakeholder three times..." |
| Impact | The 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.
| Level | Need | Workplace Application |
|---|---|---|
| 5. Self-Actualization | Personal growth, reaching potential | Challenging projects, creativity, autonomy |
| 4. Esteem | Recognition, respect, achievement | Awards, promotions, public acknowledgment |
| 3. Social/Belonging | Relationships, team membership | Team activities, collaboration, inclusion |
| 2. Safety | Security, stability, protection | Job security, clear policies, safe environment |
| 1. Physiological | Basic needs: food, water, rest | Adequate 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 Type | Also Called | Effect |
|---|---|---|
| Hygiene Factors | Maintenance Factors | Prevent dissatisfaction but don't create satisfaction |
| Motivators | Satisfiers | Create satisfaction and motivation |
Hygiene Factors (Extrinsic)
| Factor | Examples |
|---|---|
| Company Policy | Fair procedures, reasonable rules |
| Supervision | Competent, fair management |
| Working Conditions | Safe, comfortable environment |
| Salary | Competitive compensation |
| Job Security | Stable employment |
| Relationships | Positive 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)
| Factor | Examples |
|---|---|
| Achievement | Completing challenging work successfully |
| Recognition | Acknowledgment of contributions |
| Work Itself | Interesting, meaningful tasks |
| Responsibility | Ownership of outcomes |
| Advancement | Promotion and career growth |
| Growth | Learning 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
| Practice | Description |
|---|---|
| Ask, Don't Tell | Use questions to help team members discover solutions |
| Listen Actively | Give full attention, reflect understanding |
| Focus on Growth | Emphasize development over criticism |
| Set Clear Goals | Establish specific, measurable objectives |
| Follow Up | Check progress and provide ongoing support |
The GROW Model for Coaching
| Step | Focus | Example Questions |
|---|---|---|
| Goal | What do you want to achieve? | "What would success look like?" |
| Reality | What is the current situation? | "What have you tried so far?" |
| Options | What could you do? | "What alternatives do you see?" |
| Will | What will you do? | "What's your next step?" |
Key Points for the PMP Exam
- Use SBI (Situation-Behavior-Impact) for clear, specific feedback
- Maslow's Hierarchy - lower needs must be satisfied first
- Herzberg - hygiene factors prevent dissatisfaction; motivators create satisfaction
- McGregor - Theory Y assumptions lead to more empowering management
- Coaching focuses on asking questions, not providing all answers
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?
According to Herzberg's Two-Factor Theory, which of the following is a "motivator" that creates job satisfaction?
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?