Managing Agile, Waterfall, and Hybrid Projects within the Portfolio by Jon Lewis
Introducing agile management techniques alongside traditional waterfall planning is crucial for handling a mix of waterfall, Agile, and hybrid projects within a project portfolio. This presentation by Jon Lewis, Director of Ninth Wave, explores the challenges and strategies for managing different project types within the same portfolio, sharing insights and tools used by Ninth Wave.
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Presentation Transcript
Managing Agile, Waterfall and Hybrid projects within the Portfolio Jon Lewis - Director, Ninth Wave
2 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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.
3 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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
4 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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
5 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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
6 Managing Agile, Waterfall and Hybrid projects within the Portfolio Agile Development: 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 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.
7 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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
8 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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.
9 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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
10 Managing Agile, Waterfall and Hybrid projects within the Portfolio Project Planning/ Gantt:
11 Managing Agile, Waterfall and Hybrid projects within the Portfolio Project Financials:
12 Managing Agile, Waterfall and Hybrid projects within the Portfolio Documents and Governance:
13 Managing Agile, Waterfall and Hybrid projects within the Portfolio Tools and techniques available: Agile: o Planning poker o Sprint and burndown chart o Scrum/ Kanban board o Build/ release management Plan Plan Plan Plan Test Deploy Build Build Build Build Review Review Review Review Test Test Test Test
14 Managing Agile, Waterfall and Hybrid projects within the Portfolio Sprint and Burndown Chart:
15 Managing Agile, Waterfall and Hybrid projects within the Portfolio Planning Poker:
16 Managing Agile, Waterfall and Hybrid projects within the Portfolio Scrum/ Kanban Board:
17 Managing Agile, Waterfall and Hybrid projects within the Portfolio Cards based work allocation:
18 Managing Agile, Waterfall and Hybrid projects within the Portfolio In-task time recording:
19 Managing Agile, Waterfall and Hybrid projects within the Portfolio Build/ Release Management:
20 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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 o Financial management o Governance o Tracking and reporting Plan Build Review Test Plan Deploy Build Review Test Deploy Plan Plan Plan Plan Test Deploy Build Build Build Build Review Review Review Review Test Test Test Test
21 Managing Agile, Waterfall and Hybrid projects within the Portfolio The Iron Triangle: Good project management requires delivery within the triple constraints of time, cost and scope and to the desired quality: 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.
22 Managing Agile, Waterfall and Hybrid projects within the Portfolio The Iron Triangle (II): Agile projects are typically driven to meeting specific delivery dates with given resources delivering as much as possible within those constraints. Waterfall projects are typically driven to achieving a fixed scope and measured on delivery vs. plan and cost vs. budget: and Quality Quality FIXED Scope VARIABLE Scope
23 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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:
24 Managing Agile, Waterfall and Hybrid projects within the Portfolio 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.
25 Managing Agile, Waterfall and Hybrid projects within the Portfolio SmartCore - Major Functional Components Strategic Portfolio Governance/ Alignment Management Change Management Budgets & Financial Programme & Project Resource Management Management Management Risk & Issue Workflow & Business Rules Timesheets Management Benefits Document Dashboards Management Management & Reporting
26 Managing Agile, Waterfall and Hybrid projects within the Portfolio SmartCore Customers:
27 Managing Agile, Waterfall and Hybrid projects within the Portfolio SmartCore 0207 403 4433 jon.lewis@ninthwave.co.uk www.ninthwave.co.uk Project Portfolio Management from Ninth Wave
