A2 - Understand and distribute the hats
You don’t want the project work to be done by sending each specialist task to a department and them assigning it to their experts on an ad hoc basis. Instead, the necessary experts must be officially appointed as project team members, preferably for the whole duration of the project.
There are four sets of concerns in any project. To make sure none of them is neglected, we consider the following hats for the team members, each representing one set of concerns:
Project Manager Hat
Concerned with the way of work, coordinating, facilitating, problem-solving, etc.
Investor Hat
Concerned with the return on investment and opportunity cost
Creator Hat
Concerned with the viability of the project's output, applicable standards, etc.
User Hat
Concerned with the needs and expectations of the customer and the end users
While multiple people may share some or all of the concerns in any of these groups, only one person wears the hat at any one time. The hats do not give them more authority in making decisions, but merely the responsibility for ensuring those concerns are addressed by the team.
When necessary, a single person can wear multiple hats (e.g., if it’s a single-person project). In such cases, the person should switch hats constantly without neglecting any of them.
These four hats should be distributed at Project Initiation by considering the team members’ skills before proceeding to the next management activity, A3.