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Received: 22 September 2021 Revised: 24 November 2021 Accepted: 6 December 2021
DOI: 10.1002/sd.2285

RESEARCH ARTICLE

The linkage between Agile project management and


sustainable development: A theoretical and empirical view

Małgorzata Zakrzewska1 | Katarzyna Piwowar-Sulej2 | Szymon Jarosz1 |


1 1
Adam Sagan | Mariusz Sołtysik

1
w,
Cracow University of Economics, Krako
Poland Abstract
2
Wroclaw University of Economics and The issue of project management methodologies has never be undertaken by
Business, Wrocław, Poland
academics in the context of their contribution to sustainability. There is the lack of
Correspondence understanding which Agile Project Management (APM) results and Agile value crea-
Mariusz Sołtysik, Cracow University of
w, Poland.
tion methods are in line with the assumptions of sustainability. The article fills this
Economics, Krako
Email: soltysik@uek.krakow.pl gap and presents the linkage between Agile project management and sustainability.
The article presents both theoretical considerations as well as the results of empirical
Funding information
Ministerstwo Edukacji i Nauki, Grant/Award research that explains the relationship between APM and sustainability. As a result of
Number: 021/RID/2018/19
multiple surveys, Guttman scales were developed, which showed the degree of Agile
aspects' influence on sustainability, taking into account both the results of Agile
implementation and the methods of value creation. Research revealed that improving
the timeliness of deliveries, increase in productivity and improving the atmosphere in
the organization as APM result is significant for sustainability. Value creation
methods that most correspond with sustainability are design thinking and Agile
rituals. The above provide certain practical and theoretical implications.

KEYWORDS
Agile, organizational sustainable development, project management, sustainability

1 | I N T RO DU CT I O N meet their own needs” (World Commission on Environment and


Development, 1987, p. 49) is based on the triple bottom line (TBL)
In general terms, sustainable development refers to the ability of framework authored by Elkington (1997). The first bottom line high-
maintaining natural processes, objects and matter, where the compet- lights the need of environmental development, the second one—social
ing forces can coexist in due balance. Continuous overexploitation of development, and the last one—economic development. This frame-
certain resources or matter results in their depletion, thus causing work promotes that companies concurrently focus on three types of
imbalance and ultimately their exhaustion (Liu, 2017). Sustainability, in goals: environmental, social, and financial and treat them as equally
turn, is treated as a long-term goal, result of processes which are important. Moreover, the essence of sustainability is associated with
being performed within sustainable development (UNESCO, 2021). long-term stakeholder value creation in terms of the above-presented
The first literature references addressing sustainability concept can bottom lines (Tapaninahk & Kujala, 2017). Huarng et al. (2020) argue
be traced as early as in 1713 regarding the sustainability of forests in that value creation is not always sustainable as competition distorts the
terms of logging regrown timber alone to retain soil fertility. The envi- process.
ronmental issue was first mentioned in the chemical book Silent Spring The concept of sustainability is still being developed, transferring
authored by Carson (Carson, 1962 cited in: Lees, 2012). Nowadays Sus- to organizational level (Baumgartner & Ebner, 2010; Dyllick &
tainable Development defined as “meeting the needs of the present Muff, 2016) and matched with different fields of knowledge such as
generation without compromising the ability of future generations to entrepreneurship (Hall et al., 2010; Schaltegger & Wagner, 2011;

Sustainable Development. 2022;30:855–869. wileyonlinelibrary.com/journal/sd © 2022 ERP Environment and John Wiley & Sons Ltd. 855
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856 ZAKRZEWSKA ET AL.

 pez-Torres
Shepherd & Patzelt, 2011), knowledge management (Lo The current opinion highlights the need of value orientation for all
et al., 2019; Martins et al., 2019), human resources management project stakeholders (Gareis et al., 2011).
(Ehnert, 2009; Macke & Genari, 2019; Wagner, 2011) and finally – Although professional e-portals confirm that sustainability as the
project management (Armenia et al., 2019; Chawla et al., 2018). way of thinking has always been included in the Agile principles
Sustainable project management can be defined as “planning, (Arell, 2020), to the best authors' knowledge the issue of project man-
monitoring and controlling project delivery and support processes, agement methodologies has never been undertaken by academics in
considering the environmental, economic and social aspects of the life the context of their contribution to sustainability. There is the lack of
cycle of the project's resources, processes, deliverables and effects, understanding to what extent different Agile project management
aimed at realizing benefits for stakeholders, and performed in a trans- (APM) results and Agile value creation methods contribute to sustain-
parent, fair, and ethical way that includes proactive stakeholder partic- ability. The purpose of this study is to fill this gap through theoretical
ipation” (Silvius & Schipper, 2014). and empirical exploration of the linkage between APM and the
The analyses carried out by Wawak and Wozniak (2020) with the assumptions of sustainability. The authors have formulated the fol-
use of a text mining tool indicate that sustainable project management lowing research questions:
is the one of three new growing trends visible in the publications dis-
cussing project management. This trend highlights the growing role of 1. RQ1: Why, in theory, the Agile methodologies of project manage-
sustainability mainly in infrastructure and development projects. ment are more sustainability-oriented than traditional project man-
These projects utilize a significant amount of resources which have agement methodologies?
the potential to negatively influence the environment, thus the discus- 2. RQ2: How the results of APM implementation – revealed in prac-
sion about sustainability in these projects is directed towards the tice – correspond with organizational sustainability?
environmental bottom line (Deland, 2009; Labuschagne et al., 2005). 3. RQ3: How methods of developing value creation for stakeholders used
However, in other types of projects the assumptions of sustainability in companies within APM contribute to organizational sustainability?
can be implemented.
Project management can be performed in line with the guidelines Following Introduction, the second section of the paper presents
specified in project management methodologies (PM methodologies), literature background which allows us to extend the conceptualization of
which represent guides to be followed in terms of essential documen- sustainable project management and formulate an answer to the first
tation and the required eligibilities crucial to carry out the subsequent research question. The third section, that is, the empirical part of the paper,
project stages. Their role is two-fold: to provide the already verified presents original research with its methodology, results, and discussion.
framework for inexperienced project managers in order to assist them The authors undertook a study on the results of Agile implementation as
in project completion and also to support organizations in adjusting well as the ways of creating stakeholders value. The study was based on a
project management procedures and terminology. Undisputedly, they survey method; however, data were collected among four groups of
exert impact on organizing work and addressing team members in the respondents: companies' employees involved in APM implementation,
project. scientists, certification assessors and APM practitioners. The paper ends
The subject literature provides two general approaches referring with conclusions, limitations, and directions for further research.
to running projects: a traditional one, that is, managerial and a modern The article contributes to the academic knowledge by (a) identify-
one also referred to as Agile. The first one goes back to the 50s of the ing and describing the linkages between the types of project manage-
20th century, whereas the latter was developed in 1990s. The tradi- ment methodologies and assumptions of sustainability; (b) presenting
tional methodological approach describes the essential processes and original research findings linking APM with sustainability through anal-
the systematically arranged collection of well-established manage- ysis of results from APM implementation and the ways in which
ment techniques. In addition, it has been adopted that each consecu- stakeholder value is created; and (c) formulating directions for future
tive project stage cannot be initiated if the previous one has not been research.
entirely completed, including the respective documentation. Such atti-
tude, however, is no longer sufficient, for example, in the case of soft-
ware development projects (Berger & Beynon-Davies, 2009). This gap 2 | LI T E RA T U R E BA C K GR O U N D A N D
has been filled by the Agile approach, following which the required CONCEPTUALIZATION
solutions are developed along with the occurring problems.
Agile implementation both in projects and in the entire organiza- 2.1 | Principles of organizational sustainability as a
tion must be preceded by a thorough assessment of long-term basis for constituting sustainable project management
achievement of the desired project results (Joslin & Müller, 2015).
Moreover, researchers previously emphasized that Agile approach is The assessment of sustainability can be performed at various levels,
directed towards delivering business value (Racheva et al., 2009). for example, national, regional and also organizational. Organizational
This value is defined in different ways—from a generator of profit for sustainability was defined by Dyllick and Hockerts (2002) as “meeting
organizations (Barnett, 2007) through achieving good price for the needs of a firm's direct and indirect stakeholders (such as share-
product to broader meaning including “multiple things” (Poole, 2007). holders, employees, clients, pressure groups, communities, etc.),
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ZAKRZEWSKA ET AL. 857

without compromising its ability to meet the needs of future stake- materials, and their outcomes have lifelong impacts on the natural
holders as well”. environment, society and economy (Armenia et al., 2019). However,
The general principles of organizational sustainability are reflected the environmental bottom line addresses the problem of appropriate
in the TBL approach which was presented in the Introduction. Compa- resources management within a project life cycle (Silvius & Schipper,
nies should focus on three types of goals, that is, environmental, social 2014) which concerns all types of resources and all types of projects.
and financial, and treat them as equally important. ISO 26000 also lists The appropriate resources management has impact on financial per-
the principles of organizational sustainability. This standard has been formance as well. From the perspective of processes that make up
developed by the International Organization for Standardization and project management the above-mentioned activities including, for
provides guidelines for organizations in applying the principles of social example, advancing technologies, should be undertaken.
and environmental responsibility. Sustainability aspects should be taken into account by sponsors
The above-mentioned standard comprehensively defines social in their decision-making processes about project financing. It requires
responsibility indicating compliance with the following rules: account- thinking in the long-term perspective about project outcomes. Gareis
ability, transparency, ethical behavior, respect to stakeholders interests/ et al. (2011) emphasized the need of value orientation for all project
legal regulations/international norms of behavior (Idowu et al., 2019). stakeholders. Sustainable project management should be based on
Bansal (2005) stated that cooperation with different stakeholders, taking ensuring all decisions being made in the best interest of stakeholders,
the form of exchanging information and knowledge as well as process including client and/or end-user, project manager and project team
management covering sustainability needs for an ongoing implementa- members, sponsor, and wider society (Silvius & Schipper, 2014). How-
tion of corporate sustainability remain indispensable. Tapaninahk and ever, a client is always the most important stakeholder and value crea-
Kujala (2017) emphasized the need of value creation for stakeholders. As tion needs client's participation (Mustak et al., 2013). Strong
far as value creation is concerned it's worth mentioning that the interac- relationship with a client encourages trust and allows for open discus-
tion with stakeholders can be stimulated by using various techniques sion addressing all problems and possibilities. This is one of many
such as, for example, surveys, meetings, workshops (with brainstorming characteristics of APM.
or other heuristic techniques) (Durham et al., 2014).
The sustainable company policies should be reflected in all func-
tions (e.g., marketing, HR), processes and projects; however, the effec- 2.2 | Project management methodologies and
tive implementation of sustainability principles in function, process or sustainability
project can act as a trigger for organizational transformation towards
sustainable development (Figure 1). According to Bonem (2018) As mentioned before, there are two main types of PM methodologies,
implementation of the sustainability paradigm must include an evalua- that is, the traditional one (Project Management Body of Knowledge –
tion of the following considerations: PMBoK – or Prince2) and the more flexible modern/Agile one
(e.g., crystal, function-based programming [FDD], ASD – adaptive pro-
1. Long-term changes in the existing technology, gramming and Scrum [Jayasudha et al., 2017]). Table 1 presents the
2. Long-term cost and availability of utilities, comparison of these two approaches to project management.
3. Long-term availability of materials, Following the traditional approach to project management, pro-
4. Long-term operability and maintainability of the process facilities. jects are perceived as individual and sealed activities. The actions they
are supposed to involve are defined in advance, even though the
As a result of the three-fold structure, sustainability is mainly mat- future remains unpredictable (Koskela & Howell, 2002). It has been
ched with the projects that consume large quantities of energy and adopted that the traditional project environment is both rational and

SUSTAINABILITY SUSTAINABLE
AS A MANAGEMENT PROJECT MANAGEMENT
PARADIGM IN THE • matching short- (delivering product) and
ORGANIZATION long-term (effects of consuming the
product) orientation
Organizational policies, practices, • engagement of all stakeholders, value-
measures aiming at achieving creation for all stakeholders
balance between economic, • appropriate energy and material resources
environmental and social goals management within a project life cycle
F I G U R E 1 Sustainable project
management as a result of and/or
driver for organizational sustainability
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858 ZAKRZEWSKA ET AL.

T A B L E 1 Traditional versus Agile project management – authors' compilation based on (Cohen, 2019; Piwowar-Sulej, 2012; Piwowar-
Sulej, 2020b; Špundak, 2014)

Approach Characteristics Advantages Disadvantages


Traditional • End users not involved in the • Simplicity of use: the model is popular and A • Projects with high risk, especially high
next stages of the project. popular and fully operationalized. costs and extension of the project
• The project manager role is to be • Project roles and responsibilities are duration.
formal coordinator, producer and detailed. • Huge emphasis is placed on the correct
hard-driver. • The different stages of the project are implementation of the first phases of
• Waterfall approach. clearly separated. project management.
• Documentation is for sharing knowledge.
Agile • Flexible approach. • Flexible and voluntary approach to • Complicated resource planning and
• End users involved in the next introducing changes scheduling without a plan.
stages of the project. • Ongoing stakeholder engagement and • Continuous availability of all parties
• There is no formal manager. immediate response to changes. involved to provide feedback and react to
• The work of the team is • Ability to change the scope and assumptions changes.
supported by coaching and of the project in progress. • The organizational structure does exist.
mentoring.
• Iterative approach.

linear (Piwowar-Sulej, 2020a). Mechanistic division of work along with cope software changes and increase client satisfaction” (Nisar &
its assumed manageable and predictable nature is an inherent compo- Hameed, 2004). The main idea of agility can be found in sentences
nent of the traditional methodology (Saynisch, 2010). Such approach which were placed at the very beginning of The Manifesto (Agile
is also referred to as waterfall methodology. It was initially identified Manifesto, 2020; Dingsøyr et al., 2012). The Agile Manifesto, declared,
by Royce, an American IT expert and director at Lockheed Software in 2001, was the response to the growing number of unsuccessful soft-
Technology Center in Texas in reaction to management problems cau- ware development projects carried out using the waterfall approach. It
sed by the growing complexity of software development. Based on was recognized that the reason for the waterfall approach inefficiency
this approach, complexity is most effectively managed using rigorous lies in attempting to deliver IT projects as characterized in the first
and hierarchical control. stage. In addition, conducting it in organized, distinct and frequently
The waterfall methodology takes cascading steps, that is, one long stages impedes the verification of results during the project. Such
phase progresses logically to the next one, being a closed process. strategy contradicts the idea of cooperation and uninterrupted commu-
Project work begins with the collection and analysis of the respective nication thus affecting negatively the ultimate project result.
requirements, solution design and implementation, moving on to deal- The Agile founders chose people and interacted with processes
ing with any problems. All work in the project is decided at the begin- and tools, running software instead of extensive documentation, work-
ning, including its scope and the requirements necessary to complete ing with clients on contract negotiations and responding to changes
it successfully (Thomas & Fernández, 2008). The concentration on resulting from the plan (Agile Manifesto, 2020). These principles
requirements is of major significance. The idea of the project has to describe agility. Implementing these key values and principles in devel-
be defined precisely upfront as there is no space for introducing cor- opment should guarantee a proper interaction between a developer
rections once the project has been commenced. and a client which should result in customer involvement in the design
One can find linkages between sustainability and traditional project and development stages and consequently delivering a convenient
management. For example, according to the assumptions of PMBoK, working software. It will also help both the developer and customer to
improvement takes the form of resource leveling aimed at balanced work- respond to changes effectively. From the design and development per-
force facilitating the use of resource. PMBoK also defines stakeholders as spective, Agile methodologies should assure customer satisfaction in
“…individuals and organizations who are actively involved in the project, early stages, acceptance of changes in the requirements, cooperation
or whose interests may be positively or negatively affected as a result of between developers and clients, addressing requests from motivated
project execution or successful project completion” (Project Manage- individuals, team communications, and simplicity in the development
ment Institute, 1996). The project stakeholders' management includes: process (Al-Ratrout, 2019). The Agile approach means also a new
identification of stakeholders, planning their engagement, managing and approach to “PM – project team members” relationships. In this case
monitoring their engagement. However, previous research shows that project manager plays the role of a coach and mentor rather than a for-
the traditional method of managing stakeholders still prevails, even mal boss (Piwowar-Sulej, 2013). Self-organizing teams are developed
though it should give way to involving them from the perspective of sus- along with the simplified procedures and processes. The later research
tainability (Bond et al., 2012; Karlsen, 2002). As shown in Table 1, end- confirms that project stakeholders' satisfaction, proper competencies of
users are not involved in later project stages. the project team, team members' personal development and high com-
When it comes to APM definition, it says that “Agile methods are munication level are responsible for project effectiveness (Shenhar &
the mix of iterative development, with the set of best practices to Dvir, 2007). These attributes of APM approach correspond mainly with
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ZAKRZEWSKA ET AL. 859

TABLE 2 Sustainable development – Traditional project management – Agile project management (based on [Michaelides et al., 2014])

Characteristics of the traditional project Characteristics of the Agile project


Assumptions of sustainability management management
Long-term orientation Short-term orientation Short and long-term orientation
Consideration of the interest of today Consideration of the interest of sponsor/ Consideration of the interest of all project
and future generation stakeholders stakeholders (including project team
members)
Value-orientation Deliverable/results-orientation/ speed to Value-orientation/speed to value-
market-orientation orientation
Focus on: people, planet, profit Focus on: fixed scope, various time and Focus on: fixed time and cost, various scope
budget
Consideration of increasing complexity Reduction of complexity Giving answer to increasing complexity

the social bottom line, however all bottom lines are interconnected aspects were identified and included in the study: APM implementation
(e.g., in response to consumer needs a negative environmental impact results and methods of value creation for stakeholders.
of product may be reduced). The first and second study phases followed the same pattern:
Michaelides et al. (2014) in their article presented a comparison of the research tool construction, data collection and data analysis. The third
assumptions of sustainable development (first column in Table 2) with phase of the study was analytical and statistical in nature.
characteristics of the general project management (second column in The first phase of the research consisted in conducting a survey
Table 2). As described above, it cannot be generalized that project man- with employees of enterprises located in Poland who took steps to
agement in general is always a short-term oriented activity and operates implement APM in the organization. In the second part of the study,
within the “iron triangle” (constraints: cost, time, budget). Therefore, a the survey was used among experts in the field of project and organi-
slightly different approach was proposed in Table 2, which distinguishes zation management. They completed a questionnaire based on the
between the traditional and modern approaches to project management. results obtained in the first phase of the research. The third part
It is a form of summarizing the above presented discussion. of the research was carried out using the Guttman scale with the
The practices of creating Agile software were not entirely new, but Reproducibility Coefficient, which allowed to determine the degree of
the fact that they were formulated and integrated within one ground- consistency (agreement) between cumulative items representing
breaking theory was a novelty (Williams & Cockburn, 2003). This agile-related concepts and experts' attitude towards them. The data
approach has led customers to appreciate improvements in many aspects, collected in the first and second phase were used for the analysis
such as speed of delivery and reduction of software development costs with the Guttman scale.
(Highsmith, 2002). The latter is in line with financial bottom line. Over
time, these results were not limited to software engineering. Agile
methods are gaining popularity and are currently used regardless of size 3.2 | Data collection and analysis
or sector in which the organization operates because of the hanging
business and economic environment (Whitelock, 2019). Furthermore, Data collection was performed twice due to the two phases of the
Agile methodologies are used in many organizations and for different study conducted in two separate populations. In the first phase, that
kinds of projects which vary from distributed to individual work (Nagaria is, in the study in companies, a questionnaire was used which
et al., 2019). At this point a question arises, how different results of consisted of 6 open-ended questions concerning: the sector of the
APM implementation—including the above-presented and many others— economy, the size of the company, the job position of the respondent,
correspond with sustainability threated as a complex construct including the level of APM implementation, ways of creating value in the organi-
all TBLs. zation and the positive results of Agile implementation. The invitation
to participate in the research was sent to 150 companies from all over
Poland, and finally representatives of 52 companies were surveyed.
3 | RESEARCH METHODOLOGY AND The survey was conducted at the turn of May and June 2019. The rate
DESIGN of return was 35%, however only 50 questionnaires were valid.
In the second phase, that is, the expert study, a questionnaire was
3.1 | Research process and methods used, which consisted of the last parts devoted to: value creation and
development and positive results of Agile implementation. Based on
The study was conducted using three surveys: a survey among com- the results of the first phase of the study, criteria were defined for the
panies' representatives, an expert survey, a comparative survey. above-mentioned problems, which the experts were to assess in terms
The main research problem, as presented in the title of this article, of their importance for the sustainable development of the organiza-
concerns the linkage between APM and sustainability. Two Agile-related tion. There are 7 criteria for value creation and development and
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860 ZAKRZEWSKA ET AL.

7 criteria for positive results of Agile implementation. The second phase companies refer to the industry and size of the company as well as
of the study took place in January and February 2020. The rate of the position held by the respondent in the organization.
return in this part of the study was 100%. The 30 experts participated The presented data show that companies specializing in different
in this part of the study. project businesses participated in the research. In the research sample
The Guttman scale is one-dimensional and its elements measure the large enterprises prevailed. Among the 50 respondents participat-
one dimension – in this case the impact on organizational sustainabil- ing in the survey, the majority was project managers.
ity. The experts' role was to rank the APM results/value creation As Figure 3 shows, experts represented three areas of specializa-
methods from the least to the most associated with sustainability. tion: scientists with the expertise in project management, project
Recoding data in the binary system consisted of the following proce- management certification assessors and Agile practitioners. Such
dure: if the experts assessed a factor as negligible for sustainability, areas of expert's specialization have been deliberately selected.
they assigned a value 0, if the experts assessed the factors as very Agile practitioners deal with Agile practices in everyday work in the
important for sustainability, they assigned a value of 1. Based on this implementation of projects and operational activities in organizations.
assumption, the relevance of individual factors of Agile for sustainabil- Scientists in the field of management have theoretical knowledge and
ity was determined for three groups of experts. have conducted numerous empirical researches. Finally, project
For each scale, the coefficient of reproducibility was calculated as management certification assessors base in their work on Agile standards
1 minus the result of the total number of errors divided by the total and know the metrics relevant to the implementation of APM in
number of responses. Furthermore, the developed scales were mar- enterprises.
ked with the value of MMR (minimal marginal reproducibility), that is,
the average general frequency of each response. The MMR value
should be close to the CR. The acceptable MMR value is 0.8. 4 | DATA ANALYSIS AND RESULTS
The comparison of three variables in groups was performed using
the Kruskal-Wallis test. Analyzes were conducted at 0.05 level of sig- 4.1 | The first research phase
nificance. R software, version 3.6.3 was used.
The respondents were asked to indicate the positive results of
implementing APM in their organization. The responses were grouped
3.3 | Characteristics of the research sample into the following dimensions: better understanding of customer
population needs, improved work atmosphere and employee involvement, devel-
opment of new cooperation models, increased innovation potential,
The following part of the article presents both the characteristics of overall quality improvement, increased productivity and time savings.
the respondents participating in the first phase of the study (N = 50) The presentation of the respondents' answers on the positive results
(Figure 2) and in the second (N = 30) (Figure 3). Characteristics of of Agile implementation is shown in the Table 3.

FIGURE 2 Research sample characteristics [Colour figure can be viewed at wileyonlinelibrary.com]


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ZAKRZEWSKA ET AL. 861

FIGURE 3 Experts' characteristics [Colour figure can be viewed at wileyonlinelibrary.com]

TABLE 3 Positive results of Agile implementation in companies

Positive results

Improving the
Increase in Improving the atmosphere in Increase in Better understanding Development of new Overall quality
Results productivity timeliness of deliveries the organization innovation of customer needs cooperation models improvement
N = 50 6 6 14 11 20 14 11
% 12 12 28 22 40 28 22

In addition, survey participants were asked to answer the ques- The following Figures 4 and 5 present the Guttman scale for the
tion of how stakeholder value is created and / or developed in organi- three examined variables, and their content shows the results of the
zations. The answers were categorized on the basis of the information analysis for three groups of experts. Items found to be very easy on
provided in the survey by the respondents. The following categories the scale have a major impact on sustainability and items found to be
of ways to create and develop value were defined by the researchers: very difficult on scale have a minor impact on sustainability - this is
regular dialog with business representatives throughout the project how the figures below should be interpreted.
life cycle, continuous commitment and end-user feedback for the pro- Data presented in the Figure 4 point the number of Guttman
ject team, business case analysis, establishing a community of practi- errors was the lowest in the case of certification assessors and the
tioners and experts, using the “design thinking” approach, Agile rituals highest for management researchers in the case of the analysis of the
and business value assessment committees. The analysis of the positive results of Agile implementation and their impact on sustain-
responses to value creation is presented in the Table 4. ability. CR values for Guttman's scales according to certification asses-
sors and according to Agile practitioners exceeded the desired value
of the indicator and reached 0.94 and 0.83, respectively. A CR value
4.2 | The second research phase of 0.94 (certifying authority scale) means that the values are cumula-
tive and this scale of positive Agile impressions and impact on sustain-
The results of expert assessment in terms of the positive results of ability is reliable. In this case, the CR value also equals the MMR value
Agile implementation and their importance for sustainability are pres- in each case.
ented below. Expert judgments on the importance of each issue for When analyzing the scale for the positive results of Agile imple-
sustainability have been binaries and presented separately for three mentation, it can be noticed that in the case of easy items on the
groups of experts in Appendix (Tables A1 and A2). Guttman scale, for example, understanding of customer needs or
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862 ZAKRZEWSKA ET AL.

TABLE 4 Practices of value creation in companies

Value creation

Regular dialog Continuous stakeholder Expert community Business value Design Agile
Results with business engagement establishment Business case assessment committees thinking rituals
N = 50 18 14 8 9 1 8 8
% 36 28 16 18 2 16 16

Management researchers

New Understanding Timeliness of


Atmosphere Quality
Innovations cooperation of customer Productivity deliveries
improvement improvement
models needs improvement

Minimal Marginal
Guttman errors: 22 Coefficient of Reproducibility: 0,69
Reproducibility: 0,69

PM certification assessors

Timeliness New Understanding


Quality Atmosphere
of deliveries Innovations Productivity cooperation of customer
improvement improvement
improvement models needs
Minimal Marginal
Guttman errors: 4 Coefficient of Reproducibility: 0,94
Reproducibility: 0,94

Agile practitioners

Timeliness New Understanding


Quality Atmosphere
of deliveries Productivity Innovations cooperation of customer
improvement improvement
improvement models needs
Minimal Marginal
Guttman errors: 12 Coefficient of Reproducibility: 0,83
Reproducibility: 0,83

FIGURE 4 Guttman scale for positive APM results

atmosphere improvement in organization, experts within the three achieved the lowest number of Guttman errors, equal to 8, and the
groups of respondents were more likely to agree than in the case of highest CR coefficient, equal to 0.89. Only in the case of the Guttman
difficult items (with a less impact on sustainability). scale, according to certification assessors, the CR value reached and
When choosing difficult answers, the respondent should choose exceeded the desired value of 0.8. For scales of Guttman presents at
all easier answers. For example, when using the Guttman scale in the the Figure 5 the CR value is equal to the MMR value in each case, so
questionnaire, developed according to scientists in the field of man- the percent improvement is 0 (CR not reflect the response patterns.
agement, the respondent will choose innovations while indicating pos- When analyzing the scale for the value creation methods, it can
itive impressions related to the implementation of Agile, (s)he should be noticed that in the case of difficult items on the Guttman scale, for
also select new cooperation models, atmosphere improvement, and example, design thinking, experts community or Agile rituals, experts
so forth. timeliness of deliveries improvement (the scale is still dis- within the three respondents were less likely to agree than in the case
cussed according to scientists), then (s)he could not have given a more of easier items (with a greater impact on sustainability). In this case,
difficult answer because his answers would be inconsistent. when asked about the methods of creating value with Agile, important
Figure 5 shows that in the context of the methods of creating for sustainability, for example, using the Guttman scale according to
values, the Guttman scale according to certification assessors experts in the field of certification, the respondent choosing the
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ZAKRZEWSKA ET AL. 863

Management researchers

BV
Design Experts Business Stakeholder Regular
Rituals Assessment
Thinking Community Case engagement dialogue
Committees
Minimal Marginal
Guttman errors: 26 Coefficient of Reproducibility: 0,63
Reproducibility: 0,63

PM certification assessors

BV
Design Experts Business Stakeholder Regular
Rituals Assessment
Thinking Community Case engagement dialogue
Committees
Minimal Marginal
Guttman errors: 8 Coefficient of Reproducibility: 0,89
Reproducibility: 0,89

Agile practitioners

BV
Experts Design Business Regular Stakeholder
Rituals Assessment
Community Thinking Case dialogue engagement
Committees
Minimal Marginal
Guttman errors: 20 Coefficient of Reproducibility: 0,71
Reproducibility: 0,71

FIGURE 5 Guttman scale for value creation

design thinking answer should also indicate all easier answers, that is, 5 | DI SCU SSION
agile rituals, community experts, business value assessments commit-
tees, business case, stakeholder engagement and regular dialog with 5.1 | Theoretical contributions
business.
This research fulfills the need for determination of practices that are
considered to be the part of the sustainable practices—in this case
4.3 | The third research phase sustainable practices in project management (Sharma et al., 2020).
The presented theoretical considerations show that there are some
The overall assessment in terms of significance for sustainability for simple arguments in project management theory that Agile is more
positive results of APM implementation as well as methods of value sustainable than traditional approaches. They provide answer to the
creation was made using the Guttman scale. The order of the criteria first research question. First, the Agile methodology puts more
for the three mentioned variables was determined on the basis of the emphasis on teamwork and stakeholder engagement, which signifi-
expert assessment. cantly increases the importance of the social aspect, which is also one
The analysis shows that only the scale for the method of creating of the pillars of Sustainable Development. Furthermore, one of the
value and positive results of Agile implementation created on the typical elements of Agile Project Management and sustainability is
basis of the certification assessors' judgment corresponds to the complexity. The theory suggests that when dealing with a complex
model (CR = 0.9). The acceptable value of MMR (MMR = 0.89) was project, it must be managed in an Agile manner. According to the
achieved for the scale of value creation methods based on certifica- Mesjasz (2016), Sustainable Development is related to complexity, for
tion assessors' opinion, for the Agile implementation positive results example in the context of socio-political or ecological systems and
scale based on certification assessors' (MMR = 0.94) and Agile practi- their interactions. Other points in common for Agile and sustainable
tioners' opinion (MMR = 0.83). No statistically significant differences project management also include: long-term orientation, interests of
between groups were found. stakeholders and value orientation (Khizar et al., 2021).
10991719, 2022, 5, Downloaded from https://onlinelibrary.wiley.com/doi/10.1002/sd.2285 by International Islamic Universi, Wiley Online Library on [16/02/2023]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
864 ZAKRZEWSKA ET AL.

Based on the results of this study one may state that companies argue that dialog between partners or positive business relations
see seven main groups of positive results of implementing APM in the impact on sustainability, the presented research shows that these
organization, that is, better understanding of customer needs, devel- practices were rated the lowest in terms of impact on sustainability.
opment of new cooperation models, improving the atmosphere in the Taking into account the most reliable scale (PM certification asses-
organization, increase in innovation, overall quality improvement, sors), one may state that Design Thinking and rituals are value crea-
increase in productivity, and improving the timeliness of deliveries. tion methods that contribute the most to sustainability. The last
Among them the following are significant for sustainability: improving conclusion refers to the third research question.
the timeliness of deliveries, increase in productivity and improving the The expert assessment carried out in the second stage of the study
atmosphere in the organization. However, taking into account that showed that there are discrepancies between the three groups of
the scale prepared by Agile Practitioners is the most reliable, shorter experts: management researchers, certification assessors and Agile
time of delivery and higher productivity contribute the most to sus- practitioners. For the most part, they have a different opinion on the
tainable development. In this way the answer to the second research relationship between the outcomes of Agile implementation and
question is provided. The obtained research results are also confirmed sustainability, and the impact of different ways of creating value on
to be true in the conclusions of the research by Gey et al. (2019), sustainability. Regarding the positive results of Agile implementation,
which indicate a significant correlation between Agile and sustainable certification assessors and Agile practitioners judged improving the
practices. The most important conclusion, according to the authors of timeliness of deliveries to have the greatest impact on sustainability,
the quoted study, relates to increasing the effectiveness of sustain- while researchers found it to have the least impact. Management
able development practices through the use of Agile assumptions. researchers rated improving the atmosphere in the organization as the
Before answering the question on how methods of developing most important for Sustainable Development, and then development
value creation for stakeholders used in companies within APM con- of new cooperation models. In terms of value creation, experts showed
tribute to organizational sustainability, it is wort emphasizing that in different opinions on their degree of impact on the Sustainable
recent years issues such as “stakeholder value” and “stakeholder Development of the organization. Researchers from the management
value creation” have become the focus of research by many scientists discipline believe that design thinking and Agile rituals contribute to
(Signori et al., 2021). Different authors argued that considering the sustainability to the greatest extent, certification assessors indicated
needs and expectations of stakeholders throughout the project life business value assessment committees and design thinking whereas
cycle contributes to the success of a project (Cleland, 1986; Olander & Agile practitioners pointed at Agile rituals and expert community estab-
Landin, 2005; Bryde & Robinson, 2005; Diallo i Thuillier, 2005; lishment as the most important for sustainability. Experts showed
Olander, 2007; Aaltonen & Kujala, 2010). In turn, Aaltonen and agreement that continuous stakeholder engagement has the least
Kujala (2010) showed that organizations should be very aware of tools impact on the Sustainable Development of the organization.
for reporting project results and effects to stakeholders, such as tradi- The presented discrepancies between the three groups of experts
tional reporting, which affects stakeholder value creation and its are probably related to the specific nature of their work in terms of
development. agility. Scientists and academics focus more on the theoretical
From Ciccullo et al. (2018) point of view, the current unfavorable approach than Agile practitioners who apply Agile practices and expe-
economic conditions in the world have highlighted the need to rience situations that have not yet been subjected to theoretical and
develop organizations that can integrate various micro and macroeco- scientific analysis. Experts from the certification community are based
nomic factors in order to effectively meet customer needs. At the on methodological guidelines and their work relates to the standardi-
same time, these organizations should respect the environmental and zation of the Agile approach as opposed to Agile scientists and practi-
social requirements of a broader set stakeholders in every step of tioners who usually specialize in specific fields, branches or industries.
functioning, from creating innovation (Urbaniec et al., 2021) to supply The theoretical contribution of this study refers also to the meth-
chain (Digalwar et al., 2020). Ciccullo et al. also claim that develop- odology used. The presented research is characterized by methodo-
ment value for stakeholders can be reached for example by the logical rigor. It provides scientists with tools basing on the Guttman
improvement of environmental conditions. In addition to the relation- scale which can be used in further research, that is, on the transforma-
ship between sustainability and stakeholder management, attention tion of organizations towards sustainability. Based on CR calculations,
should also be paid to the essence of stakeholders in APM methods. the Agile practitioners scale revealed to be the most reliable for
Dima and Maassen (2018) maintain that the changing economic and results of Agile implementation, whereas the certification assessors
environmental conditions cause that all stakeholders of the project scale is the most reliable for value creation methods.
have to bear the costs of these changes, which are especially notice-
able in APM.
Taking the above into account the presented research extends 5.2 | Implications for practice
previous studies through identifying the most frequently implemented
methods of value creation for stakeholders in the context to sustain- Both the literature studies and the results of the presented empirical
ability. They cover regular dialog with business and stakeholder research confirm that there is a relationship between APM and orga-
engagement. Although, Kyurova and Kiryakova-Dineva et al. (2019) nizational sustainability. Therefore, managers should implement APM,
10991719, 2022, 5, Downloaded from https://onlinelibrary.wiley.com/doi/10.1002/sd.2285 by International Islamic Universi, Wiley Online Library on [16/02/2023]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
ZAKRZEWSKA ET AL. 865

i.a., by creating value for stakeholders. The great flexibility offered by Additionally, the research results may prove to be a valuable
the Agile approach is conducive to managing projects in a sustainable source of knowledge for project management certification assessors
manner. Thanks to agility, organizations can take into account eco- and certifying institutions, especially in the field of sustainable project
nomic, social and environmental aspects in their projects. The most management. The research results can be used for them as a source
reliable scale for results of Agile implementation – including answers of information and data when creating new or improving existing
from practitioners – shows that improving the timeliness of deliveries guidelines and standards, and preparing training content for compa-
and increased productivity have the greatest impact on sustainability. nies and managers.
Since the certification assessors scale used in this study is the most
reliable for value creation methods, practitioners should follow guide-
lines resulted from the research conducted among this group of respon- 6 | C O N C LU S I O N S A N D D I R E C T I O N S
dents. As presented in this study Design Thinking and rituals contribute FO R F U TUR E RE S EA R C H
the most to the value creation for stakeholders. Design thinking is
increasingly gaining ground as a collaborative problem-solving tool. This article contributes to the body of academic knowledge by
This is due to the approach of managers who increasingly recognize elaborating theoretically and empirically the linkage between project
design as strategic for the development of the organization. In this case, management methodologies and sustainability. It provides evidence that
design thinking has become a creative practice that stimulates Agile methodologies of project management are more sustainability-
managers to think and act in response to the challenges of changing oriented than traditional project managements methodologies. Further-
consumer preferences, emerging new technological opportunities and more, improving the timeliness of deliveries, increase in productivity and
changing business models (Leerberg et al., 2010). Rituals increase the improving the atmosphere in the organization as APM result is significant
feeling of community and commitment, thus improving the efficiency for sustainability. However, the most crucial is the time and productivity.
of work. They also provide a greater sense of meaning, control, and Finally, value creation methods that most correspond with sustainability
control of the situation, which entails an increase in value. are Design Thinking and agile rituals.
The research also has important implications for business in terms This study provides also implications for practitioners. They
of competences areas which should be the subject of PMs' human include: broader implementation of the assumptions of APM, intro-
potential development. In the light of the presented research, it is of duction of methods of value creation such as Design Thinking and
paramount importance to properly equip them with the competences Agile rituals, continuous development of project managers' compe-
related to sustainable project management. The recommended activ- tences in the area of sustainable project management. As far as the
ity for companies HR policymakers is to organize training in the field academia is concerned, there is a need to update curricula regarding
of sustainable project management and continuous improvement of the presented research results.
employees' qualifications, and thus deriving benefits from methods The findings of this study could ultimately be a hint for manage-
and technics (e.g., design thinking) which contribute to sustainable ment scientists. The article indicates areas that should be addressed in
development. This is also in line with the key concept of lifelong learn- future research. Although this study used multiple groups of respon-
ing – which is an appropriate response to the constantly changing dents, in order to make a much greater contribution to the science of
economic and social conditions in which organizations currently enterprise management, it is suggested to examine the characteristics
operate. of each organization, such as company history, structure and culture,
This study provides also knowledge which can be a subject of projects and processes, and intellectual and technological capital
teaching and thus may have impact of development of educational resources. When planning future research, it is also worth considering
institutions. Among many important factors of successful implemen- study visits and in-depth interviews with employees of various depart-
tation of different initiatives employee characteristics (including ments of the organization, both for managerial and executive positions.
competencies) are of huge importance (Hong & Ma, 2020; Jha &
Iyer, 2006; Ribeiro & Domingues, 2018). A good understanding of ACKNOWLEDG MENTS
the methodological aspects of project management is crucial in Authors would like to thank the three anonymous Reviewers for their
implementing sustainable project management. Educational institu- positive opinions about presented work and valuable comments,
tions are responsible for increasing managerial consciousness and which contributed to the quality of this paper. They also appreciate
skills – both in the field of sustainable development and project man- the feedback and the effort given by the Editor.
agement. Only skilled employees will be able to deliver value to
stakeholders. As presented research shows, design thinking and OR CID
business value assessment committees as methods for value creation Małgorzata Zakrzewska https://orcid.org/0000-0001-7914-1313
for stakeholders are rarely used in companies. Educational institu- Katarzyna Piwowar-Sulej https://orcid.org/0000-0002-4627-4344
tions may contribute not only to spreading the general APM Szymon Jarosz https://orcid.org/0000-0003-2150-6193
approach in companies but also increase implementation of particu- Adam Sagan https://orcid.org/0000-0002-5608-179X
lar techniques such as the above-presented. Mariusz Sołtysik https://orcid.org/0000-0002-8240-1099
10991719, 2022, 5, Downloaded from https://onlinelibrary.wiley.com/doi/10.1002/sd.2285 by International Islamic Universi, Wiley Online Library on [16/02/2023]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
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868 ZAKRZEWSKA ET AL.

APPENDIX

TABLE A1 Results of APM implementation in companies – experts' assessment in the context of sustainability

Better
Improving the Improving the understanding Development of
Increase in timeliness of atmosphere in Increase in of customer new cooperation Overall quality
Category Expert productivity deliveries the organization innovation needs models improvement
Management researchers 1 1 1 0 0 0 0 1
2 1 1 0 0 0 0 1
3 1 1 0 0 0 0 1
4 1 1 0 0 1 0 0
5 0 1 0 0 1 1 0
6 0 1 0 1 0 0 1
7 0 0 1 0 1 1 0
8 1 1 1 0 0 0 0
9 0 0 0 1 1 0 1
10 1 1 0 0 1 0 0
PM certification assessors 1 0 0 1 0 1 1 0
2 0 0 1 0 1 1 0
3 0 0 1 0 1 1 0
4 1 0 0 0 1 0 1
5 0 0 1 0 1 1 0
6 0 0 1 0 1 1 0
7 0 0 1 0 1 1 0
8 0 0 1 0 1 1 0
9 0 0 1 0 1 1 0
10 0 0 1 0 1 1 0
Agile practitioners 1 0 0 1 0 1 1 0
2 1 1 0 0 0 0 1
3 0 0 0 1 1 0 1
4 0 0 1 0 1 1 0
5 0 0 1 0 1 1 0
6 0 0 1 0 1 1 0
7 0 0 1 0 1 1 0
8 0 0 1 0 1 1 0
9 0 0 1 1 1 0 0
10 0 0 1 0 1 1 0
10991719, 2022, 5, Downloaded from https://onlinelibrary.wiley.com/doi/10.1002/sd.2285 by International Islamic Universi, Wiley Online Library on [16/02/2023]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
ZAKRZEWSKA ET AL. 869

TABLE A2 Practices of value creation in companies – experts' assessment in the context of sustainability

Continuous Business value


Regular dialog stakeholder Expert community Business assessment Design Agile
Category Expert with business engagement establishment case committees thinking rituals
Management researchers 1 1 1 0 1 0 0 0
2 0 0 0 0 1 1 1
3 1 0 1 1 0 0 0
4 1 1 0 1 0 0 0
5 1 1 0 0 1 0 0
6 0 0 1 1 1 0 0
7 1 1 0 1 0 0 0
8 1 1 0 0 0 0 1
9 0 1 0 0 1 0 1
10 0 0 0 0 1 1 1
PM certification assessors 1 1 1 0 1 0 0 0
2 1 1 0 1 0 0 0
3 1 1 0 0 1 0 0
4 0 0 1 0 1 0 1
5 1 1 0 1 0 0 0
6 1 1 0 1 0 0 0
7 1 1 0 1 0 0 0
8 1 1 0 1 0 0 0
9 1 1 0 1 0 0 0
10 1 1 0 1 0 0 0
Agile practitioners 1 1 1 0 0 1 0 0
2 0 1 0 0 1 1 0
3 0 0 0 1 0 1 1
4 1 1 0 1 0 0 0
5 1 1 0 1 0 0 0
6 1 1 0 0 1 0 0
7 1 1 0 1 0 0 0
8 0 0 0 0 1 1 1
9 1 1 0 0 1 0 0
10 1 1 0 1 0 0 0

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