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Time to Lead: Four Easy Steps to Steering Committee Success


Read more in the full article below.

Steering committees often get a bad rap.  Too controlling.  Too bureaucratic. Too far removed from the real work of getting projects done.  It happens – but it doesn’t have to be that way.  With 4 easy steps you can set your steering committee on the right course – to fill essential governance needs while allowing the project team to flourish.

Start with the Basics - "Committees Defined"

Before we get to the specifics, let’s answer the basic question – what is a steering committee?  Committees are a traditional and longstanding mechanism for organizing project resources. Within the project management context, committees are formed for a number of reasons, with one of the most common being the "steering committee".  As the name would indicate, steering committees are formed to “steer”, not to “manage” (and there is a difference).

When properly organized and empowered, the primary purpose of the project steering committee is to guide the organization through one or more projects -  to deliberate, make decisions, provide strategic direction, and to be an “advocate” for the initiatives involved.  Committee success depends on the ability to execute these governing responsibilities, while allowing the project manager "to manage" and the project team to "perform".

This sounds complicated – but like any other management imperative, it’s all made easier when broken down into executable components. And steering committee success can be delivered in four (4) basic steps:

Step 1:  Create a defined mission to establish a working “purpose”.
Step 2:  Make the “mission” actionable in a documented Charter.
Step 3:  Set expectations and avoid conflicts with assigned responsibilities.
Step 4:  Use collaboration and communication to deliver expected results.

These steps are more fully detailed below, laying out the key planning questions to be addressed as these ideas are put into action. (And, if you are looking for even more committee “how-to”, we suggest our “Project Committee Guidebook” included in our Fast Track Project Toolkit).

Four (4) Steps to Steering Committee Success

STEP 1: Start by Defining the Committee Mission

The committee mission establishes the purpose and scope of a given steering committee. A clearly stated "mission" provides the boundaries, direction and guidelines under which the steering committee will operate and make decisions. To avoid the common pitfalls, this mission must be clearly stated, relevant to the project and approved by the key stakeholders (as per the define/align/approve standard.) In order to achieve these goals, the committee "mission" is documented as part of a formal organizational process. As a general guideline, documented "mission statements" must address the following key questions:

  • What is the purpose of the committee?
  • What are the expected results?
  • What will be accomplished (considering goals, objectives and deliverables)?
  • What are the guiding principles for committee operations and participation?
  • Why is this committee important and necessary?
  • What value will this committee bring to the project and/or project portfolio?

STEP 2: Create a Documented Charter to Govern Committee Action

The "Committee Charter" is an essential project committee deliverable, setting boundaries, and documenting committee purpose, scope, authority, organizational structure and operational guidelines. Once documented and approved, the charter provides the foundational and procedural basis for committee operations, allowing committee business to be conducted in a consistent, productive manner.  As a baseline, charters should provide a member roster, listing the committee members by name and role, as well as expected committee deliverables and actionable procedures such as meeting scheduling, rules of conduct, voting requirements and related matters.  As the committee charter is prepared in expectation and anticipation of formal acceptance, the following questions must be addressed:

  • How many members are required?
  • What types of committee positions will be created?
  • What is the committee scope (single project, multi-project, portfolio)?
  • What types of meetings will be required (regular, special, workshop, etc)?
  • How often will steering committee meetings be held?   (You May Also Like:  Actionable Agendas for Productive Meetings)
  • Will Roberts Rules be followed during meetings and for motions?
  • What types of voting procedures and thresholds will be followed?
  • What are the expected deliverables to be produced by committee action?
  • How long will the steering committee be expected to operate (i.e. is it a standing committee)?
  • How will the committee close operations once the mission is fulfilled?

STEP 3: Define and Allocate Member Responsibilities

Project steering committees operate more efficiently and with less risk when the designated “mission” is executed under a formal, hierarchical organizational structure. Steering committees (like any other type of project committee) are deliberative bodies, formed to make important, complex, and time-sensitive decisions. When appropriately applied, operational “structure” is the most effective and cost feasible mechanism to facilitate the decision making process. Structure provides a framework of accountability for how committee work gets done.  

Standard approaches to project steering committee organization.

Structure also creates a working “dynamic” designed to set expectations, minimize conflicts and eliminate bottlenecks.  By definition, steering committees require strong leadership… not to dictate, but to guide the committee members through the myriad of actions to be taken and decisions to be made.  At a minimum, committee roles and responsibilities should account for the following elements:

  • Someone has to lead the committee and oversee operations. (Committee Chair and Vice-Chair).
  • Someone has to oversee the use and allocation of the committee budget (Treasurer).
  • Someone has to keep a record of committee actions and decisions (Secretary).
  • One or more individuals have to provide the functional skills and expertise to fulfill the designated mission considering the assigned scope and subject matter. (Members-At-Large).

STEP 4: Collaborate and Communicate to Deliver Successful Results

The biggest threat to steering committee success is the risk of micromanagement - losing sight of that key distinction between directing the work effort (from a vision point of view) and managing the work effort (to produce specific results). It's a fine line, and can only be properly navigated when everyone is willing to work together in a collaborative fashion.

Tips to Steer By:
  • Keep committee size small to facilitate decision making and minimize internal conflicts.
  • Appoint members with diverse "representative" interests.
  • Follow operational procedures consistently to set realistic expectations.
  • Establish operational boundaries to ensure that committee members do not step over the line to micromanage the project management team (i.e. performing organization).
  • Engage "executing" managers and team leaders in committee discussions and deliberations.
  • Use structured practices for meetings, motions and voting so that everyone knows what to expect.
  • Establish a working "code of conduct" and enforce it on a consistent basis.
  • Conduct regular reviews of committee performance to ensure that the mission is being met.

Remember - It's a 2 Way Street

The project manager, team and customers must recognize that steering committees are largely created to navigate people and projects through political waters, and all related governance directives must be treated with appropriate respect. The project manager and the team must keep the committee fully informed and engaged, and seek guidance as warranted and appropriate.  On the other hand, the committee needs to stay out of the day to day, and regularly seek the input of those who are executing the actual project work.  It all comes down to the difference between guidance and management.   Steering committees must be able to set direction, and then let those responsible to execute do their job.

The key to steering committee success is cooperation and collaboration, beginning with a fully defined (and accepted) mission and continuing with an ongoing “give and take” to ensure that all project objectives can be fully met.

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