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Information Technology and Software

Technical project manager: how to train and review the role

Plans and delivers software projects: scope, schedule, team, risks and client communication. Runs sprints or milestones, tracks progress and shields the team from churn. Reports to the delivery head and is the main contact for the client.

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Who usually fills this role

Typically senior developers, testers or business analysts moved into management, plus MBA or PMP-trained people. At hiring, test planning, estimation, honesty about status, handling a client who changes scope and understanding enough tech to question the team. Take references, and ask for a short practical demonstration before making the offer.

Skills ladder

Stage 1

New joiner

  • Maintains task boards and meeting notes
  • Tracks status and flags slips
  • Supports a senior manager

Stage 2

Independent

  • Plans sprints or milestones
  • Manages risks and client updates
  • Handles scope change

Stage 3

Senior or lead

  • Runs multiple projects
  • Manages large client relationships
  • Mentors project managers

Training path

First weeks

  1. 1

    Project and client overview

    The delivery head explains active projects, contracts and client styles. The joiner writes a summary of one project that the head reviews.

  2. 2

    Tools and routines

    Teach the planning tool, status reports and review rhythm. The joiner prepares a report that the head checks.

  3. 3

    Shadowing

    The joiner attends planning, review and client calls and notes decisions. The head debriefs.

First year

  1. 1

    Planning and estimation

    Teach breaking work into tasks, estimation and buffers using past projects. The manager plans a sprint and the head reviews.

  2. 2

    Risk and scope

    Teach risk registers and change control. The manager handles a change request with the head's feedback.

  3. 3

    Client communication

    Teach honest status updates and bad news delivery. The head reviews drafts and joins difficult calls.

Towards senior

  1. 1

    Multi-project planning

    The manager balances people across projects. The head reviews allocation.

  2. 2

    Commercial awareness

    Teach margin, billing and renewals. Finance helps review project profitability.

  3. 3

    Mentoring

    The senior manager coaches juniors with reviews. The head checks progress.

Performance review

A weekly talk with the delivery head, a post-milestone review and a written half-yearly review. Keep each conversation short and based on records, not memory.

What to measure

MeasureHow it is seen
Delivery against planMilestone dates and reasons for slips
Quality at handoverDefects and client acceptance
Risk handlingRisk register actions
Client confidenceClient feedback and escalations
Team healthAttrition, workload and feedback
Commercial controlScope change and billing records

Evidence to bring

  • Project plans
  • Status reports
  • Risk register
  • Client feedback
  • Change requests

Questions to ask in the review

  1. Which risks did you spot early?
  2. Where did the plan slip?
  3. How did you handle scope change?
  4. What does the client say about us?
  5. How is the team coping?
  6. What did you learn from the last milestone?
  7. What support do you need from me?

Pitfalls

  • Promoting the best developer without management training
  • Rewarding only on-time delivery
  • No honest status culture
  • Ignoring team overload

Questions about this role

Not necessarily, but enough understanding to challenge estimates.

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