An Adaptive Agile Framework for

Transcription

1 Effectlvs Complex Projecl Management An Adaptive Agile Framework for Delivering Business Value Robert K. Wysocki

2 TABLE OF CONTENTS Foreword by Kathleen Hass About the Author WAV Page v xvii xix Chapter 1 Introduction to The Adaptive Complex Project Framework 1 Chapter Learning Objectives 1 The Need For an Adaptive Complex Project Framework 2 A Historical Perspective 3 Foundations of The Adaptive Complex Project Framework 5 What Is in a Name? 5 Effective Complex Project Management Is Organized Common Sense 10 Project Ideation Phase 11 Project Set-up Phase 13 Project Execution Phase 14 ACPF and PMBOK Guide Compatibility 15 ACPF Alignment 16 Using the ACPF in Your Organization 18 Putting It All Together 19 Chapter 2 The Complex Project Landscape and Business Challenges 21 Chapter Learning Objectives 21 The Complex and Uncertain Business Environment 22 Business Climate 24 Market Opportunities 25 Enterprise Capacity 25 Objectives, Strategies, and Tactics Model 26 The Project Landscape 31 What Is a Complex Project? 33 Characteristics of Complex Project Management 34 xi

3 xii Effective Complex Project Management: An Adaptive Agile Framework What Is a Complex Project Team? 37 What Is a Complex Project Manager? 38 Where Do Complex Project Managers Come From? 40 How Should We Develop Complex Project Managers? 40 The ACPF Scope Triangle 41 Scope 42 Time 43 Cost 43 Quality 44 Resource Availability 44 Risk 44 Envisioning the ACPF Scope Triangle as a System in Balance 44 Applying the ACPF Scope Triangle 45 Business Challenges in a Complex and Uncertain Global Climate Putting It all Together 48 Chapter 3 Overview of The Adaptive Complex Project Framework 49 Chapter Learning Objectives 49 Background of The Adaptive Complex Project Framework 51 What Does the ACPF Contain? 52 ACPF Process Flow Diagram 53 Project Ideation Phase 55 Project Set-up Phase 57 Project Execution Phase 61 ACPF Feedback Loop from Client Checkpoint to Choose PMLC Model Type 63 Adapting or Changing the PMLC Model Template Düring Project Execution 65 Variations 67 Putting It all Together 71 Chapter 4 Adaptive Complex Project Framework: Project Ideation Phase 73 Chapter Learning Objectives 73 Adaptive Complex Project Framework: Project Ideation Phase 74 Step 1: Develop The ACPF Business Case 74 What Is an ACPF Business Case? 76 The ACPF Brainstorming Process 76 Define the ACPF Project or Projects 80

4 Table of Contents xiii Analyze the Alternative Projects 80 Prioritize the Alternative Projects 83 Select the Project to be Proposed 89 Use ACPF Brainstorming in the Project Execution Phase 89 Step 2: Elicit Requirements 89 Definition of ACPF Requirements 89 Stakeholder Participation in Requirements Elicitation 91 Conditions of Satisfaction 94 Requirements Breakdown Structure 98 Elicitation and Decomposition of ACPF Requirements 100 Representing Requirements: The Requirements Breakdown Structure 100 Approaches to Requirements Elicitation and Decomposition 103 Choosing a Requirements Elicitation Approach 107 Elicit and Document Requirements 108 Step 3: Write a Project Overview Statement 111 Definition of the Project Overview Statement 111 Seek StageGate #1 Approval 115 Putting It all Together 115 Chapter 5 Adaptive Complex Project Framework: Set-up Phase 117 Chapter Learning Objectives 117 Complex Project Set-up Phase 118 Step 4: Determine Project Quadrant 121 Traditional Project Management 123 Agile Project Management 127 Extreme and Emertxe Project Management 128 Step 5: Choose The Best Fit PMLC Model 130 Traditional Project Management Models 131 Agile Project Management Models 135 Adaptive PMLC Model Types 150 Extreme PMLC Model Types 150 When to Use a Specific PMLC Model 150 Step 6: Assess Project Characteristics 153 Step 7: Choose And Modify The Specific PMLC Model 155 Which Specific PMLC Model is the Closest Fit? 155 Should the Chosen PMLC Model be Adjusted for Better Alignment? 155 StageGate #2 156

5 xiv Effective Complex Project Management: An Adaptive Agile Framework Delivering Business Value In A Complex Project Landscape 156 Putting It all Together 158 Chapter 6 Adaptive Complex Project Framework: Execution Phase 159 Chapter Learning Objectives 159 Steps Of The ACPF Execution Phase 160 Step 8: Define The Version Scope 163 Defining the Goal ofthis Version 163 Create a High-level Plan 166 Establish Team Operating Rules 169 Scope Bank 174 Cycle Scope Changes 176 Issue Tracking and Resolution 180 Issues Log 181 Step 9: Plan Next Cycle 182 Swim Lanes 182 Types of Swim Lanes 185 Cycle Flanning 187 Types of Deliverables in the Cycle Plan 190 Develop a RASCI Matrix forthis Cycle 202 StageGate #3 202 Step 10: Build Next Cycle Deliverables 202 Execute the Cycle Build Plan 202 Ending a Cycle Build 204 Step 11: Conduct Client Checkpoint 205 Input Data 207 Process 221 Output Data 225 Step 12: Close The Version 227 Client Acceptance 227 Release Strategies 227 Installing Deliverables 228 Conducting the Post-Version Audit 229 Writing the Final Version Report 232 Celebrating Success 232 Observations on The Next Version 232 Putting It all Together 233 Chapter 7 Establishing and Sustaining Meaningful Client Involvement 235 Chapter Learning Objectives 235

6 Table of Contents xv The Importance Of Meaningful Client Involvement 236 A Practica! Model For Meaningful Client Involvement 238 What if the Client Team Does Not Understand the ACPF? 239 What if You Can't Get the Client to Be Meaningfully Involved? What if the Client Is Hesitant to Get Involved? 242 What if the Client Wants to Get Too Involved? 242 Stakeholder Management 243 A Real Life Example 246 Challenges To Attaining And Sustaining Meaningful Client Involvement 247 Always Use the Language of the Client 248 Maintain a Continuous Brainstorming Culture 248 Use a Co-project Manager Model 248 Establish an Open and Honest Team Environment 250 Putting It all Together 250 Chapter 8 Implementing Your Adaptive Complex Project Framework 251 Chapter Learning Objectives 251 Overview of an ACPF Implementation 252 Characteristics of an ACPF Implementation 254 What Is The Current State of Project Management In Your Organization? 256 What Is The Desired End State of Project Management In Your Organization? 258 A Successful ACPF Project Environment 259 Balance Among Staff, Process, and Technology 260 How Will Your Organization Reach its Desired End State? 262 Establish a Project Support Office 264 Develop and Execute an Evolutionary Transition Plan 269 How Will Your Organization Measure Progress To ward Its End State? 273 How Will Your Organization Improve Its ACPF Environment? 273 Agile Project Portfolio Management Process 274 Project Life Cycle Stages 276 Complex Project Manager Position Family 278 A Career and Professional Development Program 282 The ACPF Project Review Process 291 Putting It all Together 292

7 xvi Effective Complex Project Management: An Adaptive Agile Framework Chapter 9 Frequently Asked Questions 295 Chapter Learning Objectives 295 Frequently Asked Questions 296 Putting It all Together 303 Appendix A ACPF Acronyms 305 Appendix B Case Study: Workforce and Business Development Center 309 The Case Problem 309 The Case Solution 310 The WBDC Learning Environment 312 Business and Entrepreneur Environment 314 Student and Worker Environment 314 Business Incubation Center 315 The WBDC Model Linkages 316 Features of the WBDC Model 318 The WBDC Model Deployment Strategy 320 Appendix C References and Further Reading 321 Index 327