Project Management for the Unofficial Project Manager cover

Project Management for the Unofficial Project Manager

by Kory Kogon, Suzette Blakemore, and James Wood

Project Management for the Unofficial Project Manager offers invaluable guidance for those thrust into project management roles without formal training. Learn to inspire your team, manage risks, and deliver successful projects with practical, proven strategies that demystify the world of project management.

Thriving as an Unofficial Project Manager

Have you ever suddenly found yourself in charge of a project—with no formal training, no project manager title, and maybe no idea what you’re doing? That feeling, equal parts excitement and panic, defines what Kory Kogon, Suzette Blakemore, and James Wood call the reality of the unofficial project manager. In their book Project Management for the Unofficial Project Manager, they argue that in today’s project-driven workplace, nearly everyone is a project manager, whether their job title says so or not. If you organize people, deadlines, and deliverables, you’re managing projects—and success depends on leading with trust, clarity, and steady process.

The authors begin by painting a vivid picture of the new project economy. As expert Antonio Nieto-Rodriguez notes, job descriptions are giving way to project descriptions. Businesses, schools, and governments increasingly deliver value through projects—and yet most fail spectacularly. Two out of three projects worldwide don’t meet their goals. Why? Because so many of us are doing it by the seat of our pants, without the principles or tools to manage effectively. The authors contend that great project management isn’t reserved for elite professionals with certifications; it’s a learnable discipline rooted in universal principles.

The Core Argument: Principles over Processes

Kogon and her coauthors distill the sprawling world of project management into three governing principles: Create Value, Lead People, and Manage Processes. Every technique or methodology—from Waterfall to Agile—ultimately supports these three goals. The book essentially acts as a practical guide to survive and excel when you’ve been thrust into project leadership without formal authority. It insists that structured process matters, but not as much as character, communication, and clarity. Emotional maturity, not just technical skill, drives project success (a finding echoed in the Standish Group’s research).

They emphasize that principles outlast every fad or framework. You don’t need to memorize hundreds of PMBOK guidelines or drown in jargon. Instead, if you clarify value, build trust with people, and manage your process simply, you’ll transform chaos into steady progress. In their words, complex projects don’t fail because of complexity—they fail because managers forget the simple things.

Why It Matters Today

The world has shifted toward collaboration and constant change. People no longer work in isolation; we work in cross-functional teams facing daily whirlwind duties. The rise of hybrid work, rapid technology cycles, and global competition means everyone must lead projects, often informally. The James Webb Space Telescope, used as an opening metaphor, shows what happens when poor project management derails even brilliant technical achievements—years of delay, billions overspent, and pain that could have been prevented with clarity and process.

The authors suggest that operations keep the lights on, strategy provides direction, and project management is the train engine driving real movement. Whether you’re a teacher designing a curriculum, a marketer launching a campaign, or a parent organizing a wedding, you’re managing projects. This book argues that success—professional and personal—depends on mastering the art of project management basics.

What You’ll Learn

Across seven chapters, the book walks through a streamlined FranklinCovey process derived from both traditional and Agile methods:

  • Scoping the project to define shared, measurable expectations and avoid “blindfolded wandering.”
  • Planning with risk strategies and clear scheduling tools like the Work Breakdown Structure.
  • Engaging the team through accountability sessions and emotionally mature leadership.
  • Tracking and adapting to change with agility rather than fear—turning chaos into course corrections.
  • Closing strongly—to compile lessons learned, deliver measurable value, and celebrate achievements.

Throughout, recurring stories—like scientist Hedda Rising battling bureaucracy in Oslo or HR director Olivia guiding her company into hybrid work—illustrate how ordinary leaders apply these tools under pressure. These narratives make abstract principles tangible: scoping equals seeing clearly, planning equals preparing for risk, engaging equals nurturing accountability, and adapting equals learning fast.

The Larger Message: Informal Authority in Action

Finally, the authors insist the most powerful form of leadership isn’t from titles—it’s from informal authority. Unofficial project managers rarely command by position; they lead through trust, respect, and consistent behavior. Practicing the Five Foundational Behaviors—Listen First, Clarify Expectations, Extend Trust, Practice Accountability, and Demonstrate Respect—builds the credibility that replaces hierarchy. These interpersonal habits are the glue that turns diverse contributors into a disciplined, cooperative team.

Ultimately, the book helps you see project management not as bureaucracy but as clarity and care in action. If you adopt its principles, you won't just finish tasks—you'll lead people through purposeful, efficient journeys that create real value. Project management becomes a mirror for self-leadership: the art of bringing out your best work and inspiring the best in others.


Create Value, Not Just Deliverables

Too often, projects are celebrated for ending on time and under budget, only to deliver results no one really wanted. The authors call this the dinner-on-time-but-awful-food paradox. The first governing principle of successful project management is to create true value, not just outputs. The only meaningful measure of success, they insist, is stakeholder and customer satisfaction—the degree to which your project achieves a worthwhile outcome.

Value Defined: Quantitative and Qualitative

Value comes in two dimensions. Quantitative value usually refers to measurable business results—return on investment, cost savings, net present value. Hedda Rising’s drug-approval project, for example, quantified value as reducing approval time by 67 percent and increasing revenue by $18 million. Qualitative value is more intangible: brand recognition, employee satisfaction, trust, community impact. Olivia’s hybrid-work policy created immense qualitative value in morale, balance, and retention.

Every project should answer a simple but profound question: Why does this matter? Elizabeth Harrin (author of Rebel’s Guide to Project Management) reminds us that PMBOK now lists value as a core principle—but it should be the first, not the fourth. Projects that fail to clarify value become busywork wrapped in spreadsheets. By distinguishing what stakeholders truly care about from what merely looks impressive, you prevent useless “on-time rubbish.”

Aligning Project Purpose to Organizational Goals

Strong project managers keep their eye on organizational alignment. They ensure every deliverable supports a larger purpose. Hedda learned that her goal wasn’t “faster paperwork” but “faster relief for people suffering migraines.” That human-centered reframing helped unite skeptical scientists and bureaucrats around urgency and empathy. Similarly, Olivia reframed hybrid work not as cost saving but as talent preservation—helping leadership connect dollars to people.

Applying Value Thinking to Everyday Projects

You can practice value thinking in any context. Ask stakeholders early: What will success mean to you? What outcomes justify this effort? What will “done” look like, and how will it benefit users? This questioning transforms vague assignments into purposeful challenges. The authors call this “frontloading”—gathering as much clarity as possible before burning resources. The opposite—charging ahead without defining value—is the seedbed of the big whammy (overruns, confusion, dissatisfaction).

“Our highest priority,” the Agile Manifesto declares, “is to satisfy the customer through early and continuous delivery of value.”

Creating real value means continuously validating that you’re producing something people actually want. It requires humility to rethink goals midstream and courage to cut out work that doesn’t contribute to the end purpose. This mindset elevates you from executor to value creator—a hallmark of the unofficial project leader’s maturity.

When you start measuring success not by completion but by contribution, your projects become purposeful engines of progress rather than lists of chores. Every milestone becomes another step toward delivering something that truly matters.


Lead People With Informal Authority

Leadership, not management, makes projects succeed. The authors echo Stephen R. Covey: “Manage systems, lead people.” As an unofficial project manager, you probably lack formal authority—but that’s precisely why informal authority matters most. It stems from character, not title; from trust and respect, not control. You earn it through behavior: listening, clarifying, trusting, accountability, and respect—the book’s Five Foundational Behaviors.

The Five Foundational Behaviors

  • Listen First: The pressure to appear all-knowing tempts you to talk more than listen. But empathy and curiosity uncover ideas you never noticed. Hedda learned to listen to junior staff—even one idea from an assistant helped redesign her workflow.
  • Clarify Expectations: We imagine communication works because we spoke—but it fails because pictures in people’s heads differ. The authors’ “brown shoes” story illustrates how fuzzy expectations create disappointment. Great leaders make clarity routine through questions and checkbacks.
  • Extend Trust: Delegation only works when people feel trusted to learn and fail honorably. Stephen M.R. Covey, author of The Speed of Trust, says that extending trust turns supervision into self-management.
  • Practice Accountability: Model reliability. Keep your own commitments before policing others. When consistency becomes culture, teams thrive under mutual accountability instead of fear.
  • Demonstrate Respect: Emotional maturity depends on respect for self and others. Straight talk spoken kindly is respect in action. Disrespect slows everything; respect speeds progress.

Building Trust Without Titles

Formal authority grants power; informal authority grants influence. Younger generations, research shows (Deloitte Gen Z Survey), resist authority without authenticity. Titles don’t inspire them—values do. To lead cross-functional teams, you must motivate voluntary cooperation. Informal authority grows through transparency, fairness, and the willingness to own mistakes. Seth Godin’s story of drawing talented engineers into his “tribe” through enthusiasm shows how vision and friend-like leadership attract followers.

Avoiding Leadership Pitfalls

Ineffective managers swing between abandonment (leaving teams adrift) and micromanagement (smothering initiative). Both destroy trust. Instead, set traps for neither: define clear expectations, stay visible, but don’t interfere. Hedda discovered she didn’t have to solve every problem—her role was to “clear the path” so others could meet their goals. This leadership style turns chaos into self-directed collaboration.

Be a good human. The watermark of successful project leaders is humanity under pressure.

By practicing these behaviors, you convert informal teams into powerful engines of commitment. You teach through example, not enforcement. In a world where younger professionals challenge hierarchy and crave authenticity, this kind of leadership isn’t just nice—it’s necessary.


Manage Process With Clarity and Flexibility

After value and people, the third pillar is process—how the work actually gets done. Many people dread the word “process,” imagining bureaucratic checklists. The authors reframe it as a pathway—a structure that makes life easier, not heavier. A good process gives freedom inside clarity. FranklinCovey’s approach combines the classic Waterfall discipline with Agile adaptability, providing a hybrid method for regular people.

The Blend of Waterfall and Agile

The Waterfall Method handles large, structured projects—bridges, towers, moon missions. It flows linearly: scope → plan → execute → test → close. But the drawback is rigidity: you only find flaws when it’s done. The Agile Method, born in software, handles fast change through short iterations (“sprints”) and continuous feedback. Agile teams deliver value early, learn from real users, and adapt quickly.

Unofficial project managers borrow the best of both. They scope carefully, plan flexibly, engage people, track adaptively, and close deliberately. This hybrid gives you discipline and freedom—structure without suffocation.

The Five-Step FranklinCovey Process

  • Scope: Define shared measurable expectations, clarifying who the stakeholders are and what success means.
  • Plan: Design the roadmap, anticipating risks, building schedules, and allocating resources.
  • Engage: Inspire accountability through team huddles and performance conversations.
  • Track & Adapt: Manage change through proactive feedback and risk monitoring.
  • Close: Document lessons learned and celebrate achievements.

From Paint Job to Telescope

One metaphor from the book illustrates process beautifully: painting an apartment. You scope by selecting colors and surfaces. You plan the quantity of paint and tools. You engage a few helpers, track drips and missed spots, adapt colors as feedback arises, and close with pizza and cleanup. Whether you’re painting walls or launching a product, process gives order to progress.

This adaptability is vital because the world doesn’t move in straight lines anymore. Speed pressures demand iterative learning. The authors encourage thinking in “rolling waves”—plan what you know now, then refine as information strengthens.

The Equation for Success

Project Success = Create Value × Lead People × Manage Process with Excellence.

When you manage process wisely, you balance predictability with adaptability. You use structure to empower—not restrain—creativity. The real art of project management lies in staying flexible without losing focus, a balance few achieve but anyone can learn.


Scoping: Seeing Before You Start

Scoping is the foundation of every successful project—the act of defining exactly what you’re doing, why, and for whom. Without scoping, teams wander blindfolded, moving in circles. The authors liken it to walking in a park blindfolded; without a fixed reference point, you veer off course. Clear scope creates direction and prevents confusion, rework, and that haunting monster known as scope creep.

Identify and Interview Stakeholders

You begin by defining who holds a stake—anyone influenced by or able to influence the outcome. Then, find your key stakeholders using the DANCE checklist: Decisions, Authority, Need, Connections, and Energy. Some stakeholders decide budgets; others, with little authority but strong energy, can make or break progress. Dr. Brack, Hedda’s prickly research director, had negative energy but valuable expertise—she learned to lead him with respect and empathy, turning resistance into cooperation.

Frontloading: Ask Early, Learn Faster

Successful scoping requires frontloading—gathering as much input as possible early. Many leaders skip interviews because they feel time-pressed or afraid to look unprepared. But asking “dumb” questions early prevents costly mistakes later. Hedda’s broad interviews revealed contradictions among departments, allowing her to align expectations before the project exploded.

Documenting the Scope Statement

All this information becomes a Project Scope Statement, your compass through uncertainty. It captures purpose, desired results, constraints (time, quality, budget), exclusions, feedback loops, and acceptance criteria. The authors stress prioritizing constraints—understanding which matters most. When a marketing director demanded a podcast overnight, a project manager negotiated priorities, emphasizing that quality or deadlines required trade-offs. That clarity saved sanity and resources.

From Conflict to Clarity

Hedda’s story shows how scoping can transform chaos into consensus. When scientists insisted “you can’t rush science,” she reframed the mission as “helping patients sooner.” That articulation of shared value united diverse voices. The signed scope statement became both an agreement and a moral compass—proof of commitment and a shield against late-stage confusion.

Scoping is seeing. Without it, you stumble; with it, you steer. It’s the single most underrated discipline in project work—and the one that turns uncertainty into clarity before you spend a dollar or an hour.


Planning: Mapping the Smart Route

Once your scope is clear, you plan—the stage where dreams meet logistics. Planning converts vision into actionable steps and prepares you for Murphy’s inevitable visit (“Anything that can go wrong, will”). The authors teach that good planning is not predicting the future but building flexibility into it. You create a roadmap and risk strategy so every twist can be tamed, not feared.

Building a Risk Strategy

Start by brainstorming what could go wrong. Olivia identified isolation, data security, burnout, and client confusion as threats to her hybrid-work project. You then prioritize risks with a simple equation: Impact × Probability. High-scoring threats (12 or more) demand action. Then apply the TAME method—Transfer, Accept, Mitigate, or Eliminate. Olivia mitigated isolation by surveying teams, transferred data risk to external experts, and eliminated confusion by redesigning customer contact systems.

Creating the Work Breakdown Structure (WBS)

Next, map every deliverable with a Work Breakdown Structure—a hierarchy of what must be produced. Think nouns (deliverables) before verbs (actions). A “budget” is a deliverable; “calculate costs” is an activity. Brainstorm components under each deliverable using a mind map. This organizes complexity into visual clusters and prevents forgotten tasks.

Developing the Schedule and Critical Path

In scheduling, you determine dependencies—some tasks must finish before others start. Estimate duration, not just work time: how long tasks realistically take considering other life commitments. Use PERT (Program Evaluation and Review Technique) to calculate fair timelines, balancing optimism and realism. Then identify the critical path—the longest sequence of dependent tasks that determines project completion. Anything delayed here delays everything.

Finding People and Milestones

The principle “the goal defines the team” reminds you to choose people for their fit with project needs and collaborative behaviors, not just availability. Add milestones—decision points, check-ins, or stakeholder reviews—to track control and celebrate progress. These become signposts in the project journey, signaling where adaptation may be required.

Planning is the art of anticipation. You won't control everything, but by naming risks, sequencing work, and defining the critical path, you make surprise survivable. You exchange panic for preparation—a core skill in both work and life.


Engaging the Team Through Accountability

Execution burns energy fast. The authors ask: how do you keep a team focused when the daily whirlwind pulls everyone away? Their answer is the cadence of accountability—a rhythmic habit of frequent, focused check-ins. These Team Accountability Sessions transform scattered effort into momentum, keeping commitments visible and morale high.

From Chaos to Cadence

Ordinary status meetings drift aimlessly. A Team Accountability Session is short and structured: review the schedule like a scoreboard, report on last week’s commitments, make new ones, and clear obstacles. The leader’s role isn’t to assign tasks but to enable self-commitment. Hedda’s team turned their floundering drug-approval project around by meeting every Monday, half an hour sharp. Each scientist chose a contribution, told the group, and Tesman—their CEO—committed to removing roadblocks.

Modeling Accountability

Accountability starts with the leader. If you break promises or ignore lateness, credibility collapses. The Five Foundational Behaviors again provide the framework: listen first when commitments slip; clarify expectations for recovery; extend trust and confidence; practice accountability by tracking results; and show respect for competing pressures. This relational consistency turns meetings into motivation rather than punishment.

Performance Conversations

When accountability requires deeper repair, hold a Performance Conversation. It’s a private, structured dialogue defining intent, facts, and impact, followed by action items. Hedda used this method with her emotional writer Eilert, who stormed out of a meeting. By listening quietly, she discovered resentment beneath his anger and helped rebuild collaboration. The planner transformed conflict into learning, proving that empathy plus clarity equals renewed commitment.

Celebrating Positive Performance

Accountability also includes positive feedback. Olivia called a nervous assistant, Drew, to thank him specifically for clarity, follow-up, and initiative. She followed the formula: Intent, Facts, Impact. The specificity built pride and momentum, teaching that recognition multiplies engagement far better than vague praise.

Whether addressing mistakes or celebrating wins, structured accountability keeps teams human under pressure. It turns check-ins into coaching sessions and performance conversations into turning points. Done well, these rituals build trust, discipline, and continuous improvement—the essence of leadership beyond management.


Track and Adapt: Staying Agile Without Losing Focus

Even perfect plans meet reality. Markets shift, people change their minds, technologies evolve. The sixth phase—Track & Adapt—turns rigidity into responsiveness. You don’t just monitor progress; you anticipate adjustments. The authors emphasize proactivity: Reactors suffer, but proactive managers steer change before crisis strikes.

Tracking Progress and Risk

Tracking means comparing your current path to the plan and validating that value is still being created. Use simple tools like the Project Status Report—color-coded indicators (green, yellow, red) showing whether deliverables are on track, at risk, or blocked. It’s not bureaucracy—it’s conversation. Red lights signal opportunities for stakeholder help or strategic intervention, not blame.

Adapting Wisely: Avoiding Black Holes

Change requests are inevitable—but not all are good. The authors warn against scope creep that devours time and budget, like a homeowner’s leaking-shower project that became a six-month kitchen remodel. Distinguish scope creep (adding work that dilutes value) from scope discovery (adding insight that increases value). Use the Project Change Request form to filter proposed changes through reason: What’s the intent? What’s the impact on time, quality, and budget? Does it significantly increase value?

Using the Five Behaviors to Manage Change

When powerful stakeholders demand unrealistic changes, rely on the Five Behaviors. Listen first to understand motives. Clarify what the change implies. Extend trust by assuming good intentions. Practice accountability by outlining consequences transparently. Demonstrate respect even while saying no. One candy-company project manager disarmed an impatient salesperson demanding impossible timelines by calmly walking through a change analysis and protecting quality without conflict.

Embracing Scope Discovery

Sometimes, change yields breakthroughs. Olivia’s hybrid project discovered that 90 percent of employees preferred remote work—a revelation requiring major scope transformation. What looked catastrophic became strategic opportunity: downsizing the office saved costs and boosted performance. By documenting and discussing change requests, she turned potential disaster into discovery.

Tracking and adapting make project management iterative rather than static. You don’t fear change; you discern its value. As Stephen Covey taught, peace doesn’t mean control—it means learning to live gracefully with what you can’t control. In that spirit, adaptation becomes leadership itself—the courage to evolve while staying true to value.


Closing: Learning, Sharing, and Celebrating

Every project must end. Without closure, it drifts endlessly, draining morale and clarity. The authors define closing as doing three things: confirm completion, document lessons learned, and celebrate success. This final discipline transforms temporary effort into lasting wisdom.

Confirm Completion

The Project Close Checklist echoes builders’ punch lists—no loose ends. Verify fulfillment of scope and change requests, obtain sign-offs, and submit a final report showing measurable value. Ask stakeholders, “Do you want it done, or done done?” This mindset protects integrity and final payments while clarifying ownership.

Learning Through Retrospectives

Next, hold a project retrospective: a candid reflection meeting. Ask what went well, what didn’t, which risks emerged, what process improvements will help next time. Listen without defensiveness; invite honesty with respect. Document insights—your intellectual gold—so next projects start smarter. The authors lament how often lessons vanish into computer graves. Capture wisdom so cultures evolve.

Celebration and Recognition

Finally, celebrate. Recognition validates effort and refreshes energy. Whether Hedda’s midsummer bonfire in Oslo or Olivia’s ribbon-cutting for her hybrid headquarters, celebration ties teamwork to purpose. Share results publicly: saved millions, shortened timelines, improved wellbeing. These stories boost morale and build the next generation of unofficial project leaders.

Failure isn’t the opposite of success—it’s data for better decisions next time.

Closing transforms “what we did” into “what we learned.” It’s how temporary projects create permanent culture. By celebrating progress and codifying insights, you turn completion into confidence—the ultimate mark of leadership maturity.

Dig Deeper

Get personalized prompts to apply these lessons to your life and deepen your understanding.

Go Deeper

Get the Full Experience

Download Insight Books for AI-powered reflections, quizzes, and more.