13.45 Jon Lewis

1 Managing Agile, Waterfall and Hybrid projects within the Portfolio
Managing Agile, Waterfall and

Hybrid projects within the Portfolio
Jon Lewis - Director, Ninth Wave

Agenda
Introducing agile management techniques alongside traditional waterfall based
planning is becoming increasingly important for many of our customers.
In this presentation, we’ll describe and explain some of the issues in managing a
mix of waterfall projects, fully Agile projects and projects following a hybrid agile/
waterfall approach, all within the same project portfolio.
We’ll share Ninth Wave’s ideas and experience in this area and show some of the
tools and techniques that we use to support project portfolio management with
these different project approaches.

Project Types
Waterfall:
Plan
Build
Review
Test
Deploy
Agile development:
Plan Plan Plan Plan Test Deploy
Build Build Build Build

Review Review Review Review
Test Test Test Test

Hybrid Project Types

Iterative Waterfall:
Plan Plan
Build Build
Review Review
Test Test
Deploy Deploy
Continuous Agile development:
Plan Plan Plan Plan Plan Plan Plan Plan
Build Build Build Build Build Build Build Build

Review Review Review Review Review Review Review Review
Test Test Test Test Test Test Test Test
Deploy Deploy Deploy Deploy Deploy Deploy Deploy Deploy

Waterfall:
Plan
Build
Review
Test
Deploy
o Requirements are known and fixed at the outset

o Changes can be expensive or impossible
o Different skills and resources are needed at different times
o Delays in one area have a knock on effect
o Testing is towards the end of the project
o The end date and cost are not ‘fixed’
o Benefits typically not realised until the end
Agile Development:
Test Test Test Test
o Requirements don’t all have to be fixed at the outset

o Developments are time-boxed
o Focus is on delivering sets of independent features
o Changes can be incorporated at a later stage
o Resources used more efficiently
o Slippage is much more obvious
o Delays in one area not as critical
o The end date can be fixed..
o ..by deployment of what has been signed off at a given time.
Iterative Waterfall:
Plan Plan
Build Build
Review Review
Test Test
Deploy Deploy
o A larger project broken down into phases

o Only some requirements fixed at the outset
o Changes can be incorporated in a later phase
o Resource use not efficient within the project
o Delays in one area affect deployment of current and later phases
o The end dates can slip and costs can rise
o Benefits can be realised from delivery of phase 1
Continuous Agile Development:

Plan Plan Plan Plan Plan Plan Plan Plan
Build Build Build Build Build Build Build Build
Review Review Review Review Review Review Review Review
Test Test Test Test Test Test Test Test
Deploy Deploy Deploy Deploy Deploy Deploy Deploy Deploy
o Requirements don’t have to be fixed at the outset

o Changes can be incorporated at any later stage
o Resources used efficiently
o Nothing is done until it is needed
o Delays in one area not critical
o Multiple small deployments at fixed dates
o Benefits can be realised very quickly (self funding?)
o But this could result in training and change management issues.
Tools and techniques available:

Waterfall:
o Estimation tools
o Project planning and tracking
o Financial management and time recording
o Resource management
o Deliverable management and governance
Plan
Build
Review
Test
Deploy
Project Planning/ Gantt:

Project Financials:
Documents and Governance:

Tools and techniques available:

Agile:
o Planning poker
o Sprint and burndown chart
o Scrum/ Kanban board
o Build/ release management
Test Test Test Test

Sprint and Burndown Chart:

Planning Poker:
Scrum/ Kanban Board:

Cards based work allocation:

In-task time recording:

Build/ Release Management:

Managing different project types in the portfolio:

As we’ve just seen, Agile, Waterfall and Hybrid projects will all need to be
managed in slightly different ways in terms of:
o Project definition and scoping

o Planning and resourcing Plan
o Financial management Build
o Governance Review
o Tracking and reporting Test

Plan Deploy
Build
Review
Test
Deploy
Test Test Test Test

The Iron Triangle:

Good project management requires delivery within the triple constraints of
time, cost and scope and to the desired quality:
Co
Tim
st
Quality
Scope
Good project portfolio management requires delivery across the portfolio
within overall triple constraints of time, cost and scope, whilst achieving
the level of quality required.
The Iron Triangle (II):

Waterfall projects are typically driven Agile projects are typically driven to
to achieving a fixed scope and meeting specific delivery dates
measured on delivery vs. plan and with given resources and
cost vs. budget: delivering as much as possible
within those constraints.
CO Cos
Tim CK
Tim ED
FIX st
NT t
e
e
A
FIX
Co
ED
TR
RO
Quality Quality
L
FIXED VARIABLE
Scope Scope
Measuring performance across the portfolio:

Report a range of RAGs or statuses - for Delivery, Costs, Benefits and
Risks and Issues to highlight problem areas regardless of the type of
project:
Ninth Wave and SmartCore
• Ninth Wave is an independent UK-based software and services firm

established in 1995
• Our main software product is SmartCore, a proven web-based
management support tool
• The product has been developed from practical experience of project
and programme management
• SmartCore is unique - it is entirely configurable via the web browser to
meet a wide range of organisational and individual information needs.

SmartCore - Major Functional Components

Strategic Portfolio Governance/
Alignment Management Change Management
Budgets & Financial Programme & Project Resource

Management Management Management
Risk & Issue Workflow Timesheets

Management & Business Rules
Benefits Document Dashboards

Management Management & Reporting
SmartCore Customers:
SmartCore
0207 403 4433

jon.lewis@ninthwave.co.uk
www.ninthwave.co.uk
Project Portfolio Management

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1 Managing Agile, Waterfall and Hybrid projects within the Portfolio

Managing Agile, Waterfall and

Jon Lewis - Director, Ninth Wave

Plan Plan Plan Plan Test Deploy

Build Build Build Build

Test Test Test Test

Hybrid Project Types

Continuous Agile development:

Plan Plan Plan Plan Plan Plan Plan Plan

Build Build Build Build Build Build Build Build

Test Test Test Test Test Test Test Test

Deploy Deploy Deploy Deploy Deploy Deploy Deploy Deploy

o Requirements are known and fixed at the outset

Plan Plan Plan Plan Test Deploy

Build Build Build Build

Review Review Review Review

Test Test Test Test

o Requirements don’t all have to be fixed at the outset

o A larger project broken down into phases

Continuous Agile Development:

Build Build Build Build Build Build Build Build

Review Review Review Review Review Review Review Review

Test Test Test Test Test Test Test Test

Deploy Deploy Deploy Deploy Deploy Deploy Deploy Deploy

o Requirements don’t have to be fixed at the outset

Tools and techniques available:

Project Planning/ Gantt:

Documents and Governance:

Tools and techniques available:

Plan Plan Plan Plan Test Deploy

Build Build Build Build

Review Review Review Review

Test Test Test Test

Sprint and Burndown Chart:

Scrum/ Kanban Board:

Cards based work allocation:

In-task time recording:

Build/ Release Management:

Managing different project types in the portfolio:

o Project definition and scoping

o Financial management Build

o Tracking and reporting Test

Build Build Build Build

Review Review Review Review

Test Test Test Test

The Iron Triangle:

The Iron Triangle (II):

Measuring performance across the portfolio:

Ninth Wave and SmartCore

• Ninth Wave is an independent UK-based software and services firm

SmartCore - Major Functional Components

Budgets & Financial Programme & Project Resource

Risk & Issue Workflow Timesheets

Benefits Document Dashboards

0207 403 4433

Project Portfolio Management

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