Professional Documents
Culture Documents
Methodologies
Methodologies Senior Project Managers Need in 2020 Projex Academy
With the pace of change rapidly increasing, senior managers need a firm grasp on
the methods used to implement those changes. I am talking of course, of the
application of projects to deliver those changes.
But it’s not as simple as that as today, business leaders need to call on a vast array
of project management methodologies. Indeed, such senior managers may be
acting as the sponsors or providing governance to the projects rather than acting as
the project manager.
Since projects are used for and almost unlimited variety of project types, industries,
and deliverables, it will come as no surprise that there are many methods and
frameworks for the delivery of products and services.
Instead of getting overwhelmed by this wealth of options, it makes good sense to
gain familiarity with the key elements of each method or framework to ensure the
manager can make an informed choice for their business.
It is also helpful to grasp a working understanding of the vocabulary used, the
methods and techniques applied, and knowledge of how these methods can be
blended.
Enjoy!
Dave Litten
P a g e 2 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
The waterfall or predictive method is the traditional way to manage projects for
lead parts several decades. The waterfall method is very straightforward in its
concept as the project tasks are carried out in strict sequential order.
As part of planning, the project timeframe is split into a series of stages or phrases,
with each one having a gate revue at the end. This review is to check progress and
agree the plan for the next stage. Once approved, there is no going back! Just
like a waterfall flowing down the hill.
These distinct endpoints or goals are set for each phase of development and cannot
be revisited after completion.
In this basic system, a team must complete one step before starting the next.
Managers find this system very straightforward and easy-to-implement. The
waterfall model emphasizes a logical progression of steps.
Just make a list of the task steps you need to accomplish a deliverable item and get
to work! Team members can quickly understand waterfall processes, saving project
managers valuable communication time.
The waterfall method is commonly used for projects of an industrial nature. Here,
the task work is visible and stable. Once the plan has been approved, the project
manager, using a “command and control” management approach, will issue
packages of work to the specialist team who are creating the products.
The construction industry is a good example of using the waterfall method. An
architect’s plan is created and agreed, and the project manager is there to oversee
the construction.
Here is an example of typical phases of the waterfall project:
P a g e 3 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
The Waterfall method best suits teams in manufacturing and construction that create
physical products and follow precise assembly orders, and these plans from
previous projects can be used as a template and applied to their current work with
little or no adjustment.
P a g e 4 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 5 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
However, there is a move toward using the Agile method (see later) for the
development of software.
Alternatives to the waterfall model include joint application development (JAD),
rapid application development (RAD), sync-and-stabilize, Agile project
management (APM) and the spiral model.
It reinforces good coding habits to define before design and then code
P a g e 6 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Teams that need to change their plans as their projects progress, however,
will find this method quite limiting
Does not handle requests for changes, scope adjustments or updates well
No working product is available until the later stages of the life cycle
The whenever do dollars away the answer project on your walk along
Not ideal for complex, high risk, ongoing or object-oriented projects.
P a g e 7 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 8 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
With this information, you can determine the critical path by identifying the longest
stretch of dependent activities and measuring them from start to finish.
Once you’ve identified which activities are on the longest, or critical path, you can
more easily discern which have total float, or can be delayed without making the
project longer.
P a g e 9 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
When we look at these tasks individually, we realize that some of them cannot be
started before the others are completed. That is, some tasks are dependent on
others.
We’ve designated these relationships in the table below:
The actions “invite your friends,” “buy the food and drinks,” “cook your casserole,”
and “host the party” form a sequence of tasks that must be performed in a specific
order, one right after the other, to ensure a successful result. Such tasks are called
sequential activities.
These tasks, together with the start of our project (“choose a date and venue”) are
the most critical steps in completing our project. Thus, these actions will be placed on
the critical path.
2. Critical path analysis and identification
The essential concept behind critical path analysis is that you can’t start certain tasks
until others are finished. These tasks need to be completed in a sequence, with each
stage being completed before the next stage can begin:
P a g e 10 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
The critical path consists of the longest sequence of activities from project start to
finish that must be completed to ensure the project is finished by a certain time. The
activities on the critical path must be very closely managed.
If jobs on the critical path slip, take immediate action to get the project back on
schedule. Otherwise, the whole project can be delayed.
Imagine that you have a project that will take 30 days to complete. If the first
activity on the critical path is 1 day late, the project will take 31 days to complete,
unless another activity on the critical path can be completed 1 day earlier. The
critical path essentially determines the end date in your project schedule.
3. Different project paths
You can have more than one critical path in a project, so that several paths run
concurrently. This can be the result of multiple dependencies between tasks, or
separate sequences that run for the same duration.
The critical path in project management may contain all the important activities
associated with a project, or it may not. In fact, the activities on the critical path are
not always the most important parts of the project. At the same time, there will be
tasks that are not on the critical path, but that still determine your project’s success.
Understanding the critical path method involves determining which activities are
critical to complete on time. But other activities that lie outside of the critical path
may also be very important and require additional attention.
P a g e 11 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
If you work on a team, you may split the project work between team members. In
our example, while you’re choosing a date and venue and inviting people, one of
your friends can make a playlist, and another can get the food and drinks.
The tasks can be done in parallel, as on the chart above.
However, if you’re the only person responsible for the project, you have a resource
constraint because you can’t be in two places at the same time. In this case, your
critical path will look different:
On the chart above, we assume that you first need to choose the date and venue,
and only later can you make a playlist. However, depending on the project
conditions, these tasks can be performed in a different order.
This kind of critical path is called a resource critical path.
This method was proposed as an extension to the traditional critical path analysis to
allow for the inclusion of resources related to each activity.
A resource-leveled schedule may include delays due to resource bottlenecks (i.e.,
unavailability of a resource at the required time), and it may cause a previously
shorter critical path to lengthen.
Calculating the Length of Your Project
In project management, a critical path is the sequence of dependent tasks that form
the longest duration, allowing you to determine the most efficient timeline possible
to complete a project.
Here's a rundown on how to calculate critical path in your project.
Getting back to our party example, let’s assume that you must do everything by
yourself. We estimated the length of time each activity will take.
P a g e 12 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Also, we determined the approximate start time for each task on the critical path.
Here’s what we came up with:
Now if we add up all our critical tasks’ duration, we’ll get the approximate time
that we need to complete the whole project. In our case, 3 days and 6 hours, since
“make the ultimate playlist” and “set up the sound system” are not on the critical
path.
If we add the duration to the start time, we can calculate the earliest project
completion time. Understanding the CPM allows us to make this calculation quickly
and accurately.
P a g e 13 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
If any of the parallel tasks were to be significantly delayed, it would prevent our
whole project from being completed on time. Therefore, you should always keep an
eye on parallel tasks.
P a g e 14 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Our redecoration is incomplete without the new curtains, so the path that previously
was non-critical becomes critical. The initial critical path changes.
To keep an eye on your non-critical tasks, keep your project schedule up to date.
That’s the only way you’ll know exactly where your project is at any given moment
and whether it will be delivered as initially planned.
P a g e 15 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 16 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
In most cases, the tasks should not take the time estimated, which includes the
safety margin, and should be completed earlier
If the task is finished sooner, it may not necessarily mean that the successor
task can start earlier as the resources required for the successor task may not
be available until their scheduled time.
In other words, the saved time cannot be passed on to finish the project early.
On the other hand, if there are delays over and above the estimated
schedules, these delays will most definitely get passed on, and, in most cases,
will exponentially increase the project schedule.
With the above assumptions, the Critical Path Methodology of project management
recommends pooling of the task buffers and adding them at the end of the critical
path:
P a g e 17 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 18 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 19 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 20 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
As Agile Software Development became more popular, people that were involved
with software development activities but who didn’t personally develop software
looked for some way to figure out how these Agile ideas applied in their line of
work.
The Agile Manifesto and the 12 Principles were written by a group of software
developers (and a tester) to address issues that software developers faced. When
you think of Agile as a mindset, that mindset can be applied to other activities.
When you do that, Agile becomes an adjective. It describes the way in which you
perform some activity. It does not create a new methodology for the reasons
explained above.
Agile project management answers the question “How might we perform project
management in a way that allows us to create and respond to change and deal
with uncertainty?”
Agile software development is an umbrella term for a set of frameworks and
practices based on the values and principles expressed in the Manifesto for Agile
Software Development and the 12 Principles behind it.
When you approach software development in a particular manner, it’s generally
good to live by these values and principles and use them to help figure out the right
things to do given your context.
What are Agile Methodologies?
If Agile is a mindset, then what does that say about the idea of Agile
methodologies? To answer this question, you may find it helpful to have a clear
definition of methodology.
Alistair Cockburn suggested that a methodology is the set of conventions that a
team agrees to follow.
That means that each team is going to have its own methodology, which will be
different in either small or large ways from every other team’s methodology.
So Agile methodologies are the conventions that a team chooses to follow in a way
that follows Agile values and principles.
P a g e 21 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Extreme Programming
P a g e 23 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
However, another key set of practices that are not as frequently followed but
should be specific technical practices that directly deal with developing software in
a way that help your team deal with uncertainty. Those technical practices are
essential and something you shouldn’t overlook.
The Agile PM methodology suits businesses that seek to quickly and consistently
provide products to consumers. Software development companies prefer this “light-
touch” management style which facilitates rapid production cycles.
With this system, team leaders can create responsive and transparent workplace
cultures. By sharing responsibility with their team members, they can optimize their
awareness of and reactivity to market trends and changes in demand.
Agile teams work in short “sprints” or burst of work. Team leaders quantify each of
these sprints as small, deliverable units. Teams stay motivated by working on series
of small, fast projects (such as software updates) and tracking their progress.
Companies increase their responsiveness to customer demands and changes in the
marketplace. Software companies, for example, create Agile teams to rapidly
adjust their offerings to new challenges like emerging platforms and operating
system updates.
P a g e 24 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 25 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
This contrasts sharply to the more traditional waterfall style approach that fixes the
project scope upfront, requiring the extensive creation of requirements, analysis and
design documentation before development can get started.
Delays and budget overruns are common, and the failure to prioritize the feature
set often results in low quality products that are overloaded with features that the
customer/user does not actually require
Development teams often apply the popular Scrum variation of Agile Project
Management. Managers find Scrum easy to implement and very effective in
addressing issues affecting software development teams.
Team members enjoy the way Scrum helps them untangle complex development
cycles, redefine end goals during a project cycle, and get quality products to
market very quickly.
In this system, no one holds the title of “project manager.” Instead, they split up their
responsibilities by taking on certain roles: ScrumMaster, product owner, and team
member:
P a g e 26 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Scrum Master
The ScrumMaster (despite their impressive-sounding title) does not take on the title
of manager or team leader. This person oversees the Scrum process, not the job
itself. They ensure everyone on the team communicates well on daily projects,
eliminates distractions, and clears obstacles in the group’s path.
The ScrumMaster is responsible for implementing the Scrum. A ScrumMaster differs
from a traditional project manager in that the ScrumMaster does not provide day-
to-day direction to the team and does not assign tasks to individuals.
A key part of this role is to remove impediments or issues that might slow the team
down or stop activity that moves the project forward.
Product Owner
This person, either a key user or a marketing expert, gives the team a consistent
vision of their initial goal: to meet customer needs. Because a team’s concept of their
end-product can change as they work, the Product Owner performs a vital
“grounding” function.
The Product Owner serves as the customer proxy and is responsible for representing
the interests of the stakeholders and ensuring that the product backlog remains
prioritized.
P a g e 27 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Scrum is about collaborating and communicating both with the people who are
doing the work and the people who need the work done. It’s about delivering often
and responding to feedback, increasing business value by ensuring that customers
get what they want.
Shifting from traditional project management approaches to Scrum project
management requires an adjustment in terms of the activities that are carried out,
the artifacts that are created and the roles within the project team:
P a g e 28 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Sprint Planning Meeting: at the start of each sprint a planning meeting is held
to discuss the work that is to be done. The product owner and the team meet
to discuss the highest-priority items on the product backlog.
Team members figure out how many items they can commit to and then
create a sprint backlog, which is a list of the tasks to complete during the
sprint
Daily scrum or daily standup: each day during the sprint team members
share what they worked on the prior day, will work on today, and identify
any impediments.
Daily scrums serve to synchronize the work of team members as they discuss
the work of the sprint. These meetings are time boxed to no more than 15
minutes.
Sprint Review: at the end of a sprint the team demonstrates the functionality
added during the sprint. The goal of this meeting is to get feedback from the
product owner and any users or other stakeholders who have been invited to
the review.
Sprint Backlog: this is a prioritized list of tasks the team needs to complete
during the sprint
P a g e 29 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Burndown charts: these are used to show the amount of work remaining in a
sprint and provide an effective way to determine at a glance whether a
sprint is on schedule to have all planned work finished.
P a g e 30 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
This idea replaces the traditional method of producing large amounts of products
and warehousing them in anticipation of an estimated demand. In a software
development setting, this idea of customer demand powering a system fits hand in
glove with Agile.
In the workplace, Kanban teams originally visualized their workflow as cards
moving from left to right across a Kanban board. They grouped tasks and projects
into broad categories:
• In Queue (To Do)
• In Progress
• Recently Completed
Modern Agile/Kanban managers use virtual “cards’ to represent units of work
flowing through their systems. By engaging visually with their workflow, team
members and managers can easily estimate and prioritize upcoming tasks.
P a g e 31 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
When assigning new tasks (inspired by customer demand), executives use Kanban
boards to assess a team’s current workload. They can easily estimate the effects
additional tasks would have on a team’s current productivity.
The Agile/Kanban hybrid project management methodology works best for small
teams that work in a single, shared location. Even people who work independently
find this PM method useful.
P a g e 32 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 34 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Once achieved productive teamwork will continue even as rules are changed to fit
your company's specific needs.
This flow chart shows how Extreme Programming's rules work together:
P a g e 35 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 36 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 37 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
The client (or its BA) is empowered to choose what goes into the solution and what
doesn't, using any desired criteria. Presumably the criterion is to do whatever
maximizes expected business value.
The approach squeezes out all the non-value-added work
APF doesn't waste time by speculating on the future. If there is any doubt about a
specific function or feature being part of the final solution, it's not integrated into
the solution until that doubt is removed.
The approach fully engages the client as the primary decision maker
The client is responsible for successful project completion. The role of the PM is to
keep the client pointed in feasible directions. The PM does this by presenting the
client with only feasible alternatives and letting the client choose.
The approach creates a shared partnership with shared responsibility
Attaining and maintaining client involvement and ownership of the project and its
deliverables is the key determinant of the success of an APF effort.
The approach empowers the team
The team may start out much like a herd of cats, but through the active participation
of the client and the BA it quickly forms into a "lean, mean fighting machine." The
motivation to succeed where others may have failed is the kind of challenge to
which technical professionals respond.
The approach works 100% of the time - no exceptions!
The APF project is either terminated early because the direction chosen by the client
or BA is not converging on an acceptable solution, or a different approach is
discovered during iteration. That arrangement frees the project resources (time,
money, and people) to redirect the project toward a more likely solution.
P a g e 38 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 39 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 40 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
The NPI project management strategy works best for product-based teams because
NPI managers shepherd single products through their entire development process.
These managers create teams from all sectors of an organization involved in
creating a new product. With their teams, they guide and shape a product all the
way through to its launch.
P a g e 41 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 42 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
PRINCE2
Not to be confused with the PMBOK, the Project Management Institute’s Project
Management Body of Knowledge (a best-practices resource), PRINCE2 is a
complete project methodology system.
PRINCE2 is a framework for delivering successful projects and is not a ‘how to
become a project manager’ type of method (even thought it lays out clear advice
for the role of project manager)
Used by the U.K. government and many private-sector organizations across the
globe, PRINCE2 has much to offer U.S. organizations:
Greater Resource Control
Increased Project Risk Management
Clear and Structures Responsibility Allocation
A focus on End-User “Who, When, and Why”
Consistent, Organized Planning and Execution
Regular Review Justification Cycles
Most of the people involved in the project management world certainly know what
Prince2 means. The methodology is widely used in many industries.
Perhaps there are those for whom there will be a discovery that a structured project
management methodology PRINCE2 literally means PRojects IN Controlled
Environments. This is a well-known process-based method for effective project
management.
The methodology is free for using that is why PRINCE2 is so popular nowadays.
Then the approach was renamed and the acronym for “PRojects IN Controlled
Environments” started to be official. The method became regularly applied outside
the IT environment all over the world.
P a g e 43 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
PRINCE2 roles
To deliver the project according to the Prince2 you will need the following roles in
your team:
The project manager that manages a PRINCE2 project has quite similar
responsibilities as a PM in other project management methodologies. The main
difference is that the Prince2 PM reports on project status to a Project Board. The
Project Board includes the Customer, User, and Supplier.
P a g e 44 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
There are 7 key principles that form the basis of PRINCE2. They cannot be tailored.
If a project doesn’t adhere to these principles, we cannot say about managing it
according to PRINCE2:
Learn from experience. The main thing here is to avoid reinventing wheels
that’s why every project maintains a lessons log. Projects should continually
refer to their own and to previous and concurrent projects’ lesson logs
However, not all methodology’s aspects can be applicable to any project. Every
single project has own notes on scalability.
Directing a project that includes the procedures, which enable the Project
Board to be sure, that projects proceed as planned
Starting a project with all procedures that initiate a project process (including
developing the Initiation Stage Plan)
Managing stage boundaries. This process allows the Project Board to make
key decisions
Managing product delivery with the procedures that ensure the planned
products are created as planned
P a g e 46 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
PRINCE2 is adaptable and can be tailored for all project types no matter what
industry and marketplace you represent. And it looks like the most significant key to
success and explains the popularity of this project management methodology.
P a g e 47 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Choosing and implementing the method is more than training staff. Applying
PRINCE2 is about setting project management best practice and getting all its
benefits through the improved project management.
P a g e 48 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Six Sigma
The Motorola company originally developed the highly disciplined Six Sigma
system to eliminate defects. They wanted their products and services to conform
completely to their original specifications throughout the entire design, production,
and delivery process.
Some experts consider Six Sigma more of a quality-control and apparatus than a
true project management methodology, due to its focus on gathering data and
improving processes. Companies typically use this method to increase efficiency,
raise productivity, and deliver uniform products to consumers.
P a g e 49 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Improve systems. Managers design, test, and execute new systems to address
the root causes of systemic problems. They continue to rely on data in their
evaluations of these solutions (and the implementation of these fixes)
Synergize these results throughout the company. Six Sigma managers know
that changes to one area of operations affect all other parts of a business, to
some degree. They share the experience and knowledge they have gained
from an optimization cycle with their colleagues and supervisors.
Some managers follow the DMAIC method without employing the entire Six Sigma
management strategy. They use this data-driven method to improve, optimize, and
stabilize their designs, processes, and systems.
P a g e 50 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 51 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 52 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
Outcome Mapping
The International Development Research Center (IDRC) developed the outcome
mapping project management methodology. Many charitable organizations which
bundle large donations into grants for developing countries use this system.
With the Outcome Mapping PM methodology, charities can measure the effects of
their efforts on secondary beneficiaries.
They take care to ensure that the recipients of large grants create benefits for
large groups of people and facilitate positive behavior changes.
Organizations that use this PM methodology divide their tasks into two distinct
phases:
Design– Project leaders write essays in which they identify their direct
partners (governments and local organizations who receive funds) and
indirect partners (people in need who receive benefits).
P a g e 53 | 54
Methodologies Senior Project Managers Need in 2020 Projex Academy
P a g e 54 | 54