Certified - CompTIA Project+

In this episode, we focus on effective issue management, beginning with proper identification and tracking. You’ll learn the importance of using a centralized issue log to record details, assign ownership, and track resolution progress. The PK0-005 exam requires understanding escalation paths, including when to move issues to higher levels of authority.
We also outline the key roles involved in issue resolution, from team members and project managers to sponsors and external stakeholders. Practical examples demonstrate how timely escalation and clear role definition help resolve problems quickly while minimizing project disruption. This knowledge ensures you can manage exam scenarios involving active issue control. Produced by BareMetalCyber.com, where you’ll find more cyber prepcasts, books, and information to strengthen your certification path.

What is Certified - CompTIA Project+?

The Project+ PrepCast is a complete audio series built around the CompTIA Project+ PK0-005 exam objectives. Each episode delivers clear explanations, practical examples, and glossary coverage to help you understand project management concepts, tools, life cycle phases, and IT governance. Produced by BareMetalCyber.com, it’s designed to guide you from orientation through exam readiness with professional, exam-focused instruction.

In every project, issues are the tangible reality of challenges that demand immediate attention. Unlike risks, which are hypothetical until they materialize, issues are active problems—real events or conditions—that are already affecting the project’s scope, schedule, budget, or quality. This distinction is more than semantic; it changes how the project team must respond. Risks allow for anticipation, modeling, and prevention. Issues require action now. Without structured tracking and prompt intervention, minor problems can quickly escalate into crises that jeopardize deliverables, stakeholder relationships, and even the viability of the project itself.
The first step in disciplined issue management is to clearly define what qualifies as an issue. An issue is any event or condition that has already impacted the project in a measurable way. It may take the form of a missed milestone, an unavailable critical resource, a technical breakdown, or an unresolved question that is blocking progress. While some issues are the result of known risks becoming reality, others emerge unexpectedly from factors the team did not anticipate. Regardless of their origin, issues demand structured documentation and resolution so they do not recur or worsen over time. This formalization begins with the issue log.
An issue log serves as the single source of truth for all active problems in the project. It captures key details such as the date the issue was logged, its unique identifier, a descriptive title, the workstream or deliverable affected, the owner assigned to manage resolution, and the current status. The log is not just a record-keeping tool—it is a communication channel, a prioritization framework, and a readiness tool for audits or stakeholder reviews. For it to be effective, it must be updated consistently as the issue evolves. A stagnant log undermines the credibility of the project manager and can lead to missed deadlines or duplicated work.
Each entry in the issue log should follow a consistent structure. Beyond identifiers and basic descriptions, it should include the origin of the issue, the immediate consequences, the agreed next steps, and the due dates for those actions. Priority levels—typically high, medium, or low—should be assigned to help the team focus its resources appropriately. Status fields, such as open, in progress, pending escalation, or closed, keep everyone aware of where the issue stands at any given moment. By standardizing these elements, the project team ensures that issues can be quickly understood and acted upon by anyone reviewing the log.
Prioritization is the next essential layer of control. High-severity issues are those that could delay critical milestones, breach compliance requirements, or cause significant cost overruns if not addressed immediately. Medium-severity issues may disrupt progress but can be managed within short-term workarounds or schedule adjustments. Low-severity issues are often administrative or peripheral, requiring monitoring but posing minimal risk if delayed. The goal of prioritization is not just to sort the log—it’s to ensure that the most damaging problems are handled first, with clear visibility to decision-makers.
Escalation is the mechanism that ensures unresolved or critical issues rise quickly to the attention of those with the authority to resolve them. The project management plan should define the escalation path in advance, including thresholds for when an issue must be raised to functional managers, senior leadership, or the project’s steering committee. Escalation triggers might include impacts beyond a certain cost threshold, delays that threaten contractual obligations, or stakeholder confidence concerns. Having these criteria in place prevents indecision during crises and removes ambiguity about when and how to escalate.
Roles and responsibilities are central to effective issue management. The project manager owns the process, ensuring that issues are logged, tracked, and advanced toward resolution. Issue owners—often chosen for their subject matter expertise or control over the affected area—are accountable for investigating the problem, coordinating solutions, and reporting progress. Team members contribute observations, data, and fixes, while stakeholders may be engaged for decisions or approvals. This network of responsibilities ensures that issues are not left unattended and that resolution efforts are both targeted and collaborative.
For complex issues that require specialized input, functional managers and subject matter experts play a crucial role. Functional managers might need to reassign resources, adjust team priorities, or approve changes in workflow to address the problem. SMEs bring technical depth, conducting analyses, exploring solution options, and assessing the potential impacts of various approaches. Their involvement is often the difference between a superficial fix and a sustainable resolution.
High-impact issues often require direct stakeholder involvement. When deliverables, customer commitments, or regulatory obligations are threatened, stakeholders must be informed promptly. They may be asked to make tradeoff decisions, approve additional funding, or authorize changes to the project scope or schedule. Transparent communication with stakeholders at this stage builds trust, ensures alignment on the resolution strategy, and prevents surprises later. Post-resolution follow-ups should also be part of stakeholder engagement, confirming that the agreed outcomes were delivered and that no new issues have emerged as a result of the fix.
Once issues are logged, prioritized, and assigned, the way they are acted upon depends heavily on their severity level. High-priority issues are urgent matters that require immediate attention and often need executive awareness or intervention. These might involve failures on the critical path, contractual breaches, or operational disruptions with direct financial consequences. Moderate issues are significant enough to affect team productivity or short-term schedules but can usually be resolved within predefined timelines by the project team. Low-priority issues, while still important to track, may be deferred, monitored, or bundled together with other tasks for resolution at a later stage. The severity classification drives not only the order of action but also the level of resources and visibility allocated to each issue.
Defining resolution timelines for every issue is essential for maintaining accountability. Each issue should have a target resolution date that aligns with its priority and complexity. High-severity issues might have deadlines measured in hours or days, while lower-priority ones could be addressed over weeks. The key is to ensure that timelines are realistic but not open-ended. If progress stalls or deadlines slip, escalation procedures should activate automatically, alerting stakeholders and leadership to the delay. These deadlines should also be revisited in regular project status updates to confirm they remain achievable and relevant in the current project context.
Effective issue resolution requires going beyond surface-level fixes and investigating the root cause. Root cause analysis (RCA) ensures that solutions address the underlying source of the problem, not just its symptoms. Techniques like the “5 Whys” or fishbone diagrams help teams systematically explore the contributing factors—technical, procedural, human, or environmental—that led to the issue. Documenting this analysis in the issue log creates a reference for future projects, helping prevent similar problems from recurring. Without root cause identification, the same issue or a variation of it is likely to resurface later, potentially with greater impact.
Each issue entry should include a record of the corrective actions taken. These actions should be clearly described, including the sequence of steps, the resources used, and the results achieved. If a workaround—a temporary fix—was implemented to keep the project moving while a permanent solution was developed, that should be noted as well. Workarounds can be valuable in reducing immediate disruption, but they also carry risks if they are mistaken for complete solutions. The issue log should make it clear whether the applied measure is final or temporary, and if temporary, what follow-up actions are still required to fully close the issue.
The distinction between workarounds and full solutions is critical for accurate reporting and long-term project health. A workaround might involve bypassing a malfunctioning system with a manual process, while a full solution would repair or replace the system entirely. Some workarounds become permanent by necessity if budget, time, or technical limitations prevent full resolution during the current project. In such cases, the decision to keep the workaround should be deliberate, documented, and communicated to stakeholders, with any residual risks recorded for future monitoring.
Before an issue can be officially closed, its resolution must be verified and validated. Verification confirms that the planned corrective actions were implemented as described, while validation ensures that those actions achieved the intended results. In technical projects, this might involve system testing, quality assurance checks, or formal sign-off from the customer. In process-oriented work, validation may mean reviewing performance metrics or workflow efficiency after changes are made. Only after verification and validation can the issue be marked as closed in the log, ensuring that closure is based on evidence rather than assumption.
Communicating closure and resolution outcomes is as important as tracking the issue itself. Updates can be delivered in team meetings, through project dashboards, or via formal reports, depending on stakeholder needs. The closure communication should outline what was done, who was involved, and whether any ongoing monitoring is required. This transparency not only builds confidence in the project team’s management capabilities but also prevents confusion about whether an issue still requires attention.
Every resolved issue is also an opportunity to capture lessons learned. These lessons should be documented with enough detail to explain the original cause, the chosen resolution approach, and how the team worked together to achieve closure. Lessons learned are then fed into organizational knowledge repositories or playbooks, refining risk management strategies, scope control measures, and issue-handling procedures for future projects. Teams that consistently capture and apply these insights improve their maturity and resilience over time.
Finally, once the project concludes, the complete issue log should be archived alongside other project documentation. This archive is valuable for audits, retrospectives, and compliance reviews, as it demonstrates a structured, accountable approach to managing problems. Across multiple projects, archived logs can also be analyzed to identify recurring patterns—such as repeated vendor delays, bottlenecks in approval processes, or chronic skill shortages—that point to systemic issues requiring organizational change. This broader analysis turns the issue log from a tactical tool into a strategic resource for continuous improvement.
In summary, effective issue management is more than just logging and reacting—it is a cycle of identification, prioritization, escalation, root cause analysis, resolution, verification, and learning. The project manager plays a pivotal role in ensuring this cycle operates smoothly, with clear ownership, transparent communication, and timely follow-through. When managed rigorously, issues become less of a threat and more of an opportunity to strengthen processes, build trust with stakeholders, and deliver projects successfully under real-world conditions.