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About this lesson
The three approaches presented are three very different ways of managing a project. Understanding the differences will enable a business to select the best approach for their projects.
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Quick reference
Methodology Comparisons
The three approaches presented are three very different ways of managing a project. Understanding the differences will enable a business to select the best approach for their projects.
When to use
Since projects are used to implement strategy, selecting an approach is a strategic decision. An organization needs to consider the characteristics of its projects, its corporate culture, and industry dynamics when selecting an approach. A hybrid approach can be used, but the methods are so different that the blending of the hybrid must be carefully managed so as not to create confusion.
Instructions
Each of the approaches addresses some key project attributes differently. Let’s first compare how they approach the three sides of the triple constraint triangle.
PM Attribute |
Sequential |
Concurrent |
Adaptive |
---|---|---|---|
Scope Management |
All project activities clearly established at project start and change controlled. |
Deliverables established at project start; team adapts work to meet the deliverable. |
Prioritize deliverables, set a project start and team works priorities with time available. |
Resource Management |
Resources are determined based upon scope activities and estimates then contracted/assigned. |
Cross-functional project team determines resources and manages resource/function to complete the work. |
Resources assigned at beginning of each Sprint and dedicated 100% during the time of the Sprint. |
Schedule Management |
Based upon scope and resources, preliminary schedule created then optimized & tracked. |
Major milestones or phases are set and cross-functional team schedules activities. |
End point fixed before scope is identified. Team works activities until time expires. |
Next, let’s consider how the roles and responsibilities change within the three different approaches.
Project Roles |
Sequential |
Concurrent |
Adaptive |
Senior Management |
Create project charter. Assign project leader. Monitor progress. |
Set project goals. Assign project cross-functional core team. Monitor progress. |
Set project time. Assign project team. Help to prioritize project scope. |
Project Management |
Project leader creates and maintains baseline project plan. Project leader manages all aspects of the project. |
Core team creates and maintains high-level project plan. Team manages project activity. |
Scrum Master manages Agile/Scrum process. Product Owner managers scope backlog. |
Project Team Member |
Perform assigned tasks. |
Most work done by core team. Other members perform tasks assigned. |
Self-organizing team daily decides how to complete the project. |
The final question to consider is under what conditions each approach works best. Let’s look at what are the best applications and the worst applications for each type.
Use when? |
Sequential |
Concurrent |
Adaptive |
Best Applications |
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Worst Applications |
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Hints & tips
- Any of these approaches can be tailored to fit unique organizational or industry concerns. What is shown is the most common approach with that methodology.
- Transitioning from one approach to another is an organizational change project and the cultural change aspect must be addressed. Note that the roles are very different and the leadership and interpersonal skills will need to change – along with a shift in the power or “turf” of some departments and individuals.
- 00:04 Hi, I'm Ray Sheen.
- 00:05 Well, we've looked at sequential, concurrent, and
- 00:08 the adaptive methodologies.
- 00:10 Now let's do a head-to-head comparison.
- 00:12 I will compare the three approaches across a number of different aspects of project
- 00:16 management.
- 00:17 If you're planning on implementing an adaptive methodology in your organization,
- 00:22 you may need to address some major cultural change issues.
- 00:25 It won't be enough to just send out a memo, roles and responsibilities change,
- 00:30 communication approaches and project expectations will also need to change.
- 00:35 Let's start by looking at the three sides of the project Triple Constraint Triangle,
- 00:39 scope, schedule, and resources.
- 00:41 With respect to scope,
- 00:43 the level of certainty changes across the three approaches.
- 00:46 All scope, from deliverables to tasks is clearly defined and
- 00:50 managed in the sequential approach.
- 00:53 Concurrent has the deliverables defined, but the task details are created and
- 00:57 managed by the project core team, as the project unfolds.
- 01:01 With adaptive, the deliverables are set at the beginning of the project.
- 01:05 However, these deliverables are prioritized.
- 01:08 They're worked on in priority order until time and money runs out.
- 01:12 At that time, whatever is completed is what is delivered,
- 01:16 the rest are saved for another day.
- 01:18 Therefore, on an adaptive project, the scope is variable,
- 01:21 while it is generally considered to be fixed with the other two approaches.
- 01:26 With resources, the situation's a little different.
- 01:28 Again, the sequential is the most certain.
- 01:30 Estimates for each task are created and the resources are assigned at
- 01:34 the beginning of the project, and are considered fixed for that project.
- 01:39 Resources are also fixed on the adaptive project, at least, for each iteration.
- 01:43 On a concurrent project, the core team is fixed, but they work between themselves
- 01:48 and within the functions to find the best way to complete each deliverable.
- 01:53 That often means that one department will work to assist another department with
- 01:56 their deliverable.
- 01:57 Normally, the concurrent approach has the most resource flexibility.
- 02:02 Finally, let's look at schedule.
- 02:04 During the planning phase, the sequential approach is the most flexible on schedule.
- 02:08 It considers the scope and the resource estimates, the availability,
- 02:12 to create a schedule.
- 02:14 That schedule, whatever it turns out to be, is then put into the project plan and
- 02:18 control just like scope and budget.
- 02:21 However, both concurrent and
- 02:23 adaptive worked on milestones that were set before the project was planned.
- 02:27 Concurrent manages any uncertainty around meeting the date by adding resources,
- 02:33 and adaptive manages any uncertainty by reducing scope and holding the date.
- 02:39 Let's now do a comparison of the responsibilities for
- 02:42 different individuals or roles within the organization.
- 02:46 First, we'll look at the role of senior management.
- 02:49 There are some similarities and
- 02:50 some differences in their responsibilities between the approaches.
- 02:54 In all cases, they're involved in the selection of the project goals.
- 02:57 In the sequential, it is through the project charter, which often has goals for
- 03:02 all three sides of the Triple Constrained Triangle.
- 03:05 Likewise with the concurrent approach.
- 03:07 With adaptive projects, they set the time goal and
- 03:10 help to prioritize the deliverables and scope goals.
- 03:13 In all three cases, they assign or approve, at least, some of the resources.
- 03:17 However, in sequential, they just assign the project leader and that individual
- 03:21 works with the various functions to get the required assistance for the project.
- 03:25 In the concurrent approach, they assign the core team members, and
- 03:28 the core teams get the people they need from their functions.
- 03:32 In the adaptive approach, they assign the Agile Scrum Team,
- 03:35 and that is a 100% dedicated assignment for the duration of that sprint.
- 03:40 Within the sequential and concurrent, they're involved in regular oversight and
- 03:43 monitoring of the project progress.
- 03:45 Within the adaptive approach,
- 03:47 they interact with the teams at the end of each sprint, not during the sprint.
- 03:52 But since Sprint's are typically very short,
- 03:55 they're also interacting on a frequent basis.
- 03:58 The biggest difference is in the role of project manager.
- 04:00 In sequential, they are clearly in charge.
- 04:03 They create and manage the project plan.
- 04:06 Project decisions are made by them.
- 04:08 With concurrent, they are facilitator of the core team.
- 04:11 The core team creates and manages the project plan.
- 04:14 Project decisions are made by the core team,
- 04:17 of which the project manager is a member.
- 04:20 With adaptive, the project management role is split between the Scrum Master and
- 04:24 the Product Owner.
- 04:25 The Scrum Master is the facilitator of the process.
- 04:28 The Product Owner is the manager of the prioritized requirements list.
- 04:31 Both of these individuals handle communication with those outside the team,
- 04:36 allowing the team to stay 100% dedicated and
- 04:39 focused on just doing the project work.
- 04:42 Finally, let's look at the project team members.
- 04:45 In the sequential approach, they do their assigned tasks at the assigned time,
- 04:50 nothing more, nothing less.
- 04:52 With the concurrent approach, the core team works their tails off doing
- 04:56 much of the project management work and the project execution work,
- 04:59 although they do bring in other members to work on some of the tasks.
- 05:03 In the adaptive approach, the team decides how it will do the work.
- 05:07 This requires an organized and motivated people on that adaptive team.
- 05:12 Finally, let's look at the best and worst application for
- 05:15 each of these methodologies.
- 05:17 First, let's look at the sequential.
- 05:19 The advantage of this approach is the low risk.
- 05:22 It works best with stable projects on standard work.
- 05:25 The risk is low in these cases.
- 05:27 This is also the best approach when there is a great deal of customer or
- 05:31 management involvement, since it has the advantage of predictability.
- 05:35 It's not a good fit when many aspects of the project are uncertain, or in a crisis
- 05:39 project, where the environment and project requirements are rapidly changing.
- 05:44 The concurrent approach is great for managing complexity,
- 05:47 both project complexity and organizational complexity.
- 05:51 The core team, who are both technical experts and leaders in their organization,
- 05:56 can navigate the complexity and find a solution.
- 05:59 When the project must be shifting or adapting to the organization,
- 06:02 this is an excellent approach.
- 06:04 But the approach relies on an empowered core team.
- 06:07 If one function is dominant or the organization is fearful of making
- 06:12 decisions, the core team approach does not work.
- 06:15 One other point, because it's geared for complexity, it is a complex approach,
- 06:20 it has way too much overhead for short, simple projects.
- 06:24 Finally let's look at adaptive.
- 06:26 This approach is good with a crisis project or
- 06:29 a discovery project where the goal is somewhat flexible and often changing.
- 06:33 The reprioritization built into this approach allows it to be very flexible and
- 06:38 adaptable.
- 06:39 It also works best with a relatively small co-located team.
- 06:44 It's not a good fit for a heavily regulated environment
- 06:47 that requires permissions and approvals at each step in the process,
- 06:51 nor does it work well if the team members are not multi-dimensional.
- 06:55 Well, as you can see, every methodology has its sweet spot.
- 06:59 As we continue through these lessons, we'll identify the type of project
- 07:04 management methodology where a tool is best suited.
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