MIX Agile & Traditional PM
MIX Agile & Traditional PM
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Procedia - Social and Behavioral Sciences 119 (2014) 939 948
Abstract
Project management methodology is usually defined as a set of methods, techniques, procedures, rules, templates, and best
practices used on a project. It is commonly based on a specific project management approach, that defines a set of principles
and guidelines which define the way a project is managed. With the growing trend of usage of agile project management on
different projects, it is clear that two opposite sides exist traditional and agile project management approach, and that there
exists a need to combine both approaches. So, the question is if it is and how it is possible to combine both approaches in a
single project management methodology?
The paper covers thorough literature review and starts with the definition of the project management approach and of the
project management methodology. It provides overview of different project management approaches and defines project
management methodologies. The literature review shows what is considered as part of project management methodology in a
wider or narrower sense, and what the main characteristics of a methodology are. The need for combining project management
approaches is shown on the case of software development project.
The paper provides basis for further research on application of different project management approaches and methodologies.
Further research could build on an idea of creating unique methodology for project, based on different project management
approaches. In that way it is possible to create project management methodologies that have high possibility of customization to
projects and to project environments.
2014 The Authors. Published by Elsevier Ltd.
2014 The Authors. Published by Elsevier Ltd. Open access under CC BY-NC-ND license.
Selection
and peer-review under responsibility of the IPMA.
Selection and peer-review under responsibility of the IPMA.
Keywords: Agile project management; traditional project management; methodology; methodology elements.
1877-0428 2014 The Authors. Published by Elsevier Ltd. Open access under CC BY-NC-ND license.
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1. Introduction
Agile project management is gaining very wide public attention recently, and it is considered as the project
management approach for todays projects, compared to what is usually called traditional project management
approach. But, project management is applied in practice in the form of project management methodologies often
tailored to specific needs of the company that runs the projects (pundak, Suki & triga, 2011).
So, to better understand current discussions, it should be first explored what exactly is meant by the term project
management approach as well as the term project management methodology, as it is a common practice to use both
terms without detailed or further explanation. Then, it could be possible to explore how these two terms are
interconnected. Moreover, it should be detailed how does agile project management approach differs from what is
called traditional project management approach. And then the main question arises, is it possible to combine
different approaches within a single project management methodology. Consequently, one could also ask is there a
single best methodology that would represent optimal solution for all projects in a specific environment, e.g. one
company? Or, some kind of adaptation is needed to create the best fit methodology for specific project.
To answer the research question and better understand difference between project management approach and
project management methodology, as well as different project management approaches, further literature review is
needed.
Mario pundak / Procedia - Social and Behavioral Sciences 119 (2014) 939 948
details, usage of templates, standardized planning, time management and cost controlling techniques, standardized
reporting, flexibility for usage on all projects, flexibility for quick development, that it is understandable to user,
accepted and usable within organization, it uses standardized project lifecycle phases, and that it is based on
guidelines and good business ethics.
To sum up, so far authors have tried to define what project management methodology is in the context of their
own research, and what the purposes of the methodology are. All of this provides solid ground for further
discussion, how to best utilise project management methodologies for specific project.
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plan at the outset of the project due to inability to clearly define project goals (Chin, 2004; DeCarlo, 2004; Shenhar
& Dvir, 2007).
Williams (2005) summarizes that main reasons of inappropriateness of the traditional approach to majority of
todays projects are structural complexity, uncertainty in goal definition and project time constraints.
3.2. Agile project management approach
All of the objections to traditional project management approach, together with the growing requests for
continuous innovations that have impacted all industries and with the cost reduction trends, have resulted in advent
of new project management approaches (Aguanno, 2004; Conforto & Amaral, 2008; Williams, 2005). But, advent
of new approaches is tightly connected with the field of the software engineering and software development
(Aguanno, 2004; Boehm, 1988; Manifesto, 2001; Williams, 2005), and new project management approaches
appear together with new approaches to software development.
These new approaches have appeared under several different names, all emphasizing difference to traditional
approach even with the name. The most often used name is agile approach (Aguanno, 2004; Chin, 2004;
Highsmith, 2004; Williams, 2005), while almost the same idea and approach behind it could be found under the
names of lean approach (Williams, 2005), extreme approach (DeCarlo, 2004; Wysocki, 2007), and adaptive
approach (Shenhar & Dvir, 2007; Virine, 2008; Wysocki, 2007).
The common is that all of them have been characterized by their adaptability to changes during the project
lifecycle and to different projects in general (Aguanno, 2004; Boehm & Turner, 2003; Shenhar, 1999; Shenhar &
Dvir, 2007). Adaptability is the key characteristics, states DeCarlo (2004), even more important than predictability
which is the basis of the traditional approach. Change is inevitable, so new approaches embrace changes and
acknowledge that it is almost impossible to create complete project plan at the beginning of the project (Andersen,
2006; Leffingwell, 2007; Shenhar & Dvir, 2007; Williams, 2005). That is the reason why new approaches
emphasize project execution before all, in contrast to the traditional approach where emphasis is on thorough
planning (Chin, 2004; DeCarlo, 2004; Leffingwell, 2007; Manifesto, 2001; Williams, 2005).
Furthermore, new approaches are not only about pure process following, but more about communication and
collaboration between project team members (Aguanno, 2004; Cockburn & Highsmith, 2001; Collyer et al., 2010;
Coram & Bohner, 2005; DeCarlo, 2004; Highsmith & Cockburn, 2001; Williams, 2005. Team members are much
more involved in decision making, and communication is both formal and informal (Aguanno, 2004; Cockburn &
Highsmith, 2001; Haas, 2007; Highsmith & Cockburn, 2001; Williams, 2005).
All of the above requires change in a way of thinking (DeCarlo, 2004; Shenhar & Dvir, 2007) and consequently
changes within the specific organization that tries to embrace any of the new approaches (Aguanno, 2004; Boehm
& Turner, 2005; Chin, 2004; Cockburn & Highsmith, 2001; DeCarlo, 2004; Highsmith, 2004; Lawrence & Yslas,
2006; Leffingwell, 2007).
Some ideas that characterize new project management approaches, like iterative approach, have emerged and
were used even before (Boehm, 1988), but it was only in 2001 with the Agile Manifesto (Aguanno, 2004;
Manifesto, 2001) that these ideas have gained more significant visibility. Manifesto for Agile Software
Development, written by the group of authors, set up four core values of the agile approach: individuals and
interactions over processes and tools, working software over comprehensive documentation, customer
collaboration over contract negotiation, responding to change over following a plan (Manifesto, 2001). By
emphasizing items on the left, it is not meant that items on the right are unimportant, these are only less important
than items to the left. Even though Manifesto was written for agile software development, all of the core values can
be applied almost directly to the agile project management as well (Aguanno, 2004).
The word that was selected to differentiate new approach from the existing one was agility. Highsmith (2004)
defines agility as ability to create and to respond to change in order to create value in turbulent business
environment. Agility, as almost every research endeavor, is based on several business principles like continuous
innovation, product adaptation, shortening delivery times, adjustment of people and processes, and reliable results
(Highsmith, 2004). Agility is also the ability to balance between flexibility and stability. Furthermore, agile
environment is defined by Chin (2004) as the one that before all contains certain amount of uncertainty and
Mario pundak / Procedia - Social and Behavioral Sciences 119 (2014) 939 948
requires specific knowledge, and stresses the need to deliver project as soon as possible. Consequently, Wysocki
(2007) states that typical agile project would be the one that will be characterized with great amount of uncertainty,
and will be forced to deliver very fast, with major changes during project execution.
To be more comparable to traditional approach, authors usually set up agile approach in several phases, similar
to traditional project lifecycle phases. Highsmith (2004) has proposed five phases of the agile project management
approach: Envision (define vision, project scope, and project organization), Speculate (develop model defined by
the product characteristics and time constraints, and iteration plan for vision implementation), Explore (deliver
tested parts in short time and continuously search for a way to reduce project risk and uncertainty), Adapt (check
deliverables, current situation, and team behavior to adapt if necessary) and Close (close project, create lessons
learned, and celebrate). Very similarly, DeCarlo (2004) sets up his Flexible Project Model with four iterative
phases: Visionate, Speculate, Innovate, and Reevalute, and with closing phase Disseminate.
As already stated, the idea of the agile approach is to embrace changes during the project (Aguanno, 2004), so
agile approach is in its basis iterative approach (DeCarlo, 2004; Haas, 2007). Every iteration, preferably short, is
comprised of all phases and final project scope is dynamically built by every iteration, and according to
Benediktsson and Dalcher (2005) project scope could be changed up to 30% during each iteration.
So, not only that iterative approach helps in building final project scope, it can help in faster execution of the
project by delivering early benefits and it can help to achieve better control of the uncertain projects (Benediktsson
& Dalcher, 2005). Aguanno (2004) similarly states that main advantages of using agile approach are reducing risk
of not defining project scope and consequently risk of product quality, better project control, but also better project
communication.
On the other hand, opponents of the agile approach usually notice that such approaches are only excuse for not
using basic and necessary principles of software development and project management (Rakitin, 2001), and that
there is still a lack of empirical evidence of successful application of the agile methods (Coram & Bohner, 2005;
Conforto & Amaral, 2008; Leybourne, 2009).
But, lately, there is more and more evidence from empirical research of successful application of agile approach
(Chow & Cao, 2008; Fogelstrom, Gorschek, Svahnberg & Olsson, 2010). One of such research (Chow & Cao,
2008) has found that critical success factors for the agile approach include appropriate usage of agile methods,
highly qualified project team, and right delivery strategy, while appropriate management process, organizational
environment, and customer involvement are factors that might contribute to project success. Similarly, Boehm and
Turner (2005) state that probably the most important challenges of agile implementation are organizational
constraints, and therefore distinguish obstacles in the areas of development processes, business processes, and
people management. But, most of them are matter of perception and they can be successfully avoided by
recognizing and understanding differences between traditional and agile approaches, by careful preparation,
patience and by work.
3.3. Typical usage of different project management approaches
Both traditional and agile approaches have their advantages and disadvantages, so it is not possible to uniformly
assert that one approach is better than another (Aguanno, 2004; Andersen, 2006). But, it is often necessary to use
both approaches. The need for different approaches to project management could be visible within the organization
on a project portfolio level, depending on different project categories in respect to project characteristics, or even
on a single project in usage of specifics methods and techniques, depending on requests for specific project phase,
and again in regard to project characteristics. One should have in mind appropriateness of approach to specific
project (Boehm, 2002), as it is possible that inappropriate approach will not help achieve project success, but on
the contrary, it could cause additional problems and lead to project failure (Shenhar, 1999).
Traditional approach is more appropriate for projects with clear initial user requirements and with clear project
goals, therefore with very low level of uncertainty (Coram & Bohner, 2005; DeCarlo, 2004; Fernandez &
Fernandez, 2008; Wysocki, 2007). Such projects are expected to have very low requirements change rate (Shenhar
& Dvir, 2007; Wysocki, 2007), and it is not necessary to involve end users heavily in the project (Coram &
Bohner, 2005; Wysocki, 2007). In these situations, emphasis will be on planning, and based on the initial plan, on
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predictable and linear following of that project plan with goal of optimization of project activities and efficiency in
their execution (Boehm, 2002; DeCarlo, 2004; Shenhar & Dvir, 2007). Traditional approach is also appropriate for
projects where formal documentation is required in any time of the project (Boehm, 2002; Coram & Bohner,
2005). Typical projects would include operative routine projects with predictable and verified way how to
accomplish project goals, like typical construction or engineering projects (Chin, 2004; DeCarlo, 2004; Wysocki,
2007).
It is also noted that bigger projects, no matter if the size is determined by the number of project team members
(Aguanno, 2004; Boehm, 2002; Boehm & Turner, 2003; Cockburn, 2000; Fowler, 2005; Highsmith, 2004), or by
the amount and complexity of clearly defined requirements (Boehm, 2002; Coram & Bohner, 2005), or even by
duration (Coram & Bohner, 2005), are more appropriate for traditional project management approach. As already
stressed, one of the key success factors of the approach selection is organizational environment. Generally
speaking, organization can be unprepared or even unwilling to implement new approaches, and the only way in
such situations is to use existing processes, which is in the majority of cases traditional approach (Conforto &
Amaral, 2008; Lawrence & Yslas, 2006; Wysocki, 2007). Furthermore, bigger organizations, with number of
organizational units involved in single projects, are more ready for use of traditional approach (Chin, 2004) as that
approach puts emphasis on control of work. For the same reason of control, and the fact that importance of the
human factor is not that accentuated in traditional approach, it is recommended to use traditional approach if team
members do not agree on different approach, if team members are less experienced, if fluctuation of team members
is expected during the course of the project, or if project managers is not in everyday contact with team members
(Coram & Bohner, 2005). Finally, it is recommended to use traditional approach if system criticality is one of the
key characteristics of the project, when consequences of system failure can be very serious (Boehm & Turner,
2003; Cockburn, 2000).
On the other hand, agile project management approach is intended before all to the creative, innovative projects,
such as research projects or new innovative product development projects or even process improvement projects
(Chin, 2004; Conforto & Amaral, 2008; Highsmith, 2004; Wysocki, 2007). All such projects are characterized by
high level of uncertainty, unclear project goals or incomplete and unpredictable requests, for which it could be
assumed that will be significantly changed during the course of the project (Aguanno, 2004; Boehm, 2002; Boehm
& Turner, 2005; Cockburn, 2000; Conforto & Amaral, 2008; Coram & Bohner, 2005; DeCarlo, 2004; Haas, 2007;
Highsmith, 2004; Leffingwell, 2007; Shenhar & Dvir, 2007; Williams, 2005; Wysocki, 2007), but on the other
hand, with clear business need and vision (Haas, 2007). Again, due to constant change requests, projects are
organized in an iterative way, nonlinear, with frequent modifications and updates of the project plan and require
close and frequent collaboration with end user during the project (Boehm 2002; Haas, 2007; Wysocki, 2007). This
iterative approach also helps in fast implementation (Benediktsson & Dalcher, 2005) which is required due to tight
time constraints (Boehm & Turner, 2005; Chin, 2004; DeCarlo, 2004; Leffingwell, 2007; Williams, 2005;
Wysocki, 2007), and for the reason of better project monitoring and controlling, requirements are organized
functional (Boehm & Turner, 2005; Haas, 2007). To conclude, typical agile project would be smaller standalone
software development project, most often within the single organization, and usually with emphasis to the user
interface (Boehm 2002; Boehm & Turner, 2003; Boehm & Turner, 2005; Coram & Bohner, 2005).
Contrary to the traditional approach, impact of the human factor and especially communication between project
team members is accentuated to the point that it is recommended that project team members should be very good,
if not the best one could get (Boehm, 2002; Cockburn, 2000; Cockburn & Highsmith, 2001; Coram & Bohner,
2005; Highsmith, 2004). The recommendation is also that those team members should work on a common location
in smaller teams (Chin, 2004; Cockburn & Highsmith, 2001; Coram & Bohner, 2005; Haas, 2007; Lawrence &
Yslas, 2006; Leffingwell, 2007; Virine, 2008). The consequence is that agile appropriate projects do not put accent
on an extensive documentation, so therefore, project knowledge is mainly tacit (Boehm 2002; Chin, 2004; Haas,
2007).
Due to the significant differences in project work organization compared to traditional approach, organizational
environment significantly impacts implementation of the agile project management approach, and organization
should be prepared to embrace changes imposed by the agile approach (Lawrence & Yslas, 2006).
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Table 1. Difference between traditional and agile approach
Characteristic
Traditional approach
Agile approach
Requirements
Users
Documentation
Project size
Organizational support
Team members
System criticality
Project plan
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2001). One of the main challenges within that is to find optimal number of appropriate methodology elements that
will contribute to the project success (Cheema & Shahid, 2005; Cockburn, 2000; Eskerod & Riis, 2009). Project
management methodology elements, as defined by Cockburn (2000, 2006) consist in the wider terms of the
following interconnected types of elements: processes, milestones, quality, products, standards, activities,
techniques, tools, teams, roles, skills, personalities and team values, while only activities, techniques and tools are
considered methodology elements in a narrow sense. Similarly, Chin and Spowage (2010) include as types of
methodology elements project management processes, tools, techniques, best practices, values and common
terminology. The decision which elements to choose should be before all based on the characteristics of specific
project and organizational characteristics, but could also be based on project managers experience and expert
knowledge (Cheema & Shahid, 2005; Office of Government Commerce, 2002). Project management
methodologies with basic number of elements are usually called light, while methodologies that include large
number of elements are called heavy, or according to Adams (in Cockburn, 2000), little-m and Big-M
methodologies, respectively. Factors that could further influence methodology elements selection are according to
Cockburn (2000) project size, project (product) criticality, project priorities and personal project managers
decision. These factors could be extended with project team size and experience, number and location of
stakeholders, requirements flexibility, understanding and availability of customer, costs, time, risks, and possibility
of iterative approach (Cheema & Shahid, 2005). PRINCE2 introduce methodology tailoring as approach to
adjustment of methodology to specific project, based on organizational context and project characteristic, but it is
done with all the methodology elements, by just scaling them to project specifics (Office of Government
Commerce, 2002).
Again, going back to custom software development project, from the previous discussion, possibly the best
suited project management methodology could be combination of elements based on agile approach and elements
based on traditional approach, as neither fully agile or fully traditional project management methodology would be
the best fit. Which elements should be used would require further research in several ways. The first one should be
to identify methodology elements within project management methodology, and the second one should be to
investigate which project characteristics should be used for selection of project management methodology
elements.
5. Conclusion
Taking into account all of the above it is visible first of all, that terms project management approach and project
management methodology are somehow defined in a different ways, but that there exist some common
understanding. Also, it has been shown that there is no silver bullet for using project management approach and
project management methodology for specific project. Both traditional and agile approaches have their advantages
and disadvantages, if compared to different project characteristics. Approach selection should be handled with
care, considering both project characteristics and characteristics of the organizational environment, and it is
possible to combine both approaches for the single project and within single methodology, having in mind when it
is better to use which approach. It is important to notice that methodology should be adapted to the project and not
vice versa. The case with the custom software development project shows that there really exists the need to
combine both approaches. Similar discussion could be extended to different types of project, not necessarily IT
projects.
Therefore, to fully answer the question how methodology could be designed for specific project, the challenge
is to define which project characteristics are important for that decision. Also, the challenge is to define project
management methodology that could be based on different project management approaches, and is highly
customizable to each project within specific organizational context. For that purpose, it would be needed to look at
the level of methodology elements used to build specific methodology. Is it possible and how to build
methodology with methodology elements based on different approaches? What is the level of details needed from
methodology element in order to build methodology? All of this is basis for the further research on the topic of
project management approaches and methodologies.
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