# SPM Training Weeks 5–8
### Guided Ownership, Execution Control & Client Momentum
**Applies To:** Sr. Project Managers (In Training)
**Training Phase:** Advanced Training (Pre–Full Ownership)
**Authority Level:** Guided Ownership with Oversight
**Related Roles:** PMs, APMs, VAs, Leadership
### **PURPOSE**
This procedure defines the expectations and activities for **Weeks 5–8** of Sr. Project Manager training.
During this phase, the SPM practices **consistent ownership behaviors**, begins **directing execution**, and takes a more active role in **client momentum and team guidance**, while still operating under leadership oversight.
This phase prepares the SPM for future full ownership without removing training support.
### **SCOPE**
This procedure covers:
- Practicing ownership of client momentum
- Guided control of task prioritization
- PM coaching and execution alignment
- Workflow and system discipline
- Risk identification and response
- Structured escalation and feedback loops
This procedure does **not** authorize full independent accountability or final decision authority.
### **WEEKS 5–6: GUIDED OWNERSHIP & DIRECTION SETTING**
### **Objective**
Build consistency in leadership behaviors and decision-making while maintaining support and feedback loops.
## ❶ Client Leadership Practice (Weeks 5–6)
**SPM Responsibilities:**
- Lead portions of client strategy or accountability calls
- Clearly articulate:
- Client priorities
- Next steps
- Ownership expectations
- Reinforce timelines and follow-through
**Boundaries:**
- Leadership reviews major directional changes
- Commitments impacting scope or hours must be aligned
**Expected Output:**
- Clear verbal direction during calls
- Written client summaries reviewed by leadership
## ❷ Task Prioritization & Direction (Weeks 5–6)
**SPM Responsibilities:**
- Review Hubtasks/Worklenz boards for priority alignment
- Identify low-impact or misaligned tasks
- Suggest task reordering or pausing
- Clarify ownership and deadlines
**Boundaries:**
- Changes are communicated clearly to PMs
- Significant workload shifts are reviewed
**Expected Output:**
- Updated task priorities
- Clear task ownership across the team
## ❸ PM Coaching & Guidance (Weeks 5–6)
**SPM Responsibilities:**
- Conduct supportive coaching conversations with PMs
- Address:
- Missed follow-ups
- Task clarity issues
- Communication gaps
- Document coaching discussions
**Boundaries:**
- Coaching is corrective and developmental
- Formal discipline is escalated
**Expected Output:**
- Documented PM coaching notes
- Improved PM execution clarity
## ❹ Client Momentum Monitoring (Weeks 5–6)
**SPM Responsibilities:**
- Monitor client progress toward goals
- Identify stalls or overwhelm
- Adjust execution focus to maintain momentum
**Expected Output:**
- Momentum check notes
- Suggested adjustments discussed with leadership
## ❺ Is the SPM demonstrating proper skills to advance?
### **Weeks 5–6 Completion Criteria**
The SPM should demonstrate:
- Increased confidence setting direction
- Clear task prioritization
- Effective PM coaching
- Awareness of client momentum shifts
Still **in training**. Still **supported**.
### **WEEKS 7–8: CONSISTENCY, CONTROL & PATTERN RECOGNITION**
### **Objective**
Strengthen consistency in leadership behaviors and develop pattern recognition across clients and teams.
### Answers
Yes, Go to step ❻
Not yet Go to step ❶
## ❻ Consistent Client Leadership (Weeks 7–8)
**SPM Responsibilities:**
- Lead client conversations more independently
- Reinforce expectations consistently
- Prevent confusion or scope drift
**Boundaries:**
- Leadership remains available for alignment
- High-risk issues escalate early
**Expected Output:**
- Stable client communication
- Reduced client confusion or rework
## ❼ Execution Pattern Recognition (Weeks 7–8)
**SPM Responsibilities:**
- Identify recurring execution issues across PMs or VAs
- Recognize system gaps causing repeat problems
- Raise patterns, not isolated incidents
**Expected Output:**
- Pattern recognition notes
- Suggested corrective actions
## ❽ Workflow Discipline & System Reinforcement (Weeks 7–8)
**SPM Responsibilities:**
- Identify recurring execution issues across PMs or VAs
- Recognize system gaps causing repeat problems
- Raise patterns, not isolated incidents
**Expected Output:**
- Pattern recognition notes
- Suggested corrective actions
## ❾ Risk Response & Early Intervention (Weeks 7–8)
**SPM Responsibilities:**
- Identify risks earlier and more consistently
- Propose mitigation strategies
- Adjust execution focus to prevent escalation
**Expected Output:**
- Risk identification notes
- Mitigation suggestions
## ❿ Escalation with Judgment (Weeks 7–8)
**SPM Responsibilities:**
- Escalate issues using structured format:
- What’s happening
- Pattern observed
- Proposed solution
- Support or decision needed
**Guideline:**
Escalation should demonstrate growing judgment and clarity.
**Expected Output:**
- Clear, solution-oriented escalations
## ⓫ WEEKS 7–8 COMPLETION CRITERIA
### **WEEKS 7–8 COMPLETION CRITERIA**
The SPM should demonstrate:
- Consistent leadership behavior
- Improved confidence and clarity
- Effective PM guidance
- Reduced reactive escalations
- Stronger pattern recognition
Still **in training**, but nearing readiness for expanded ownership.
### **IMPORTANT NOTES**
- Training support remains in place
- Mistakes are expected and coached
- Authority is growing, not absolute
- Feedback loops are critical
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Source: SweetProcess DOCX export (Drive pack). Migrated to Eniston category Allied. Do not treat as dual source of truth with SweetProcess.