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A typology of project management:
emergence and evolution of new
forms
Roberto Evaristo
Daniels College of Business, Information Technology and Electronic Commerce Department, 2020 S. Race
Street, University of Denver, Denver, Colorado, USA
Paul C van Fenema
Erasmus University Rotterdam, Rotterdam School of Management, P.O. Box 1738, 3000 DR Rotterdam,
The Netherlands
Traditionally, project management has focused on the management of projects on a single lo-
cation either within one organization or among two or more organizations. Recently, however,
emerging trends are changing the way projects are organized and managed, creating new chal-
lenges in project management research and practice. This paper has two objectives. First, it pro-
poses a classi®cation of project management types based on the number of projects and sites
involved and investigate the consequences of such schema. Second, the evolution of projects
across three levels is discussed. # 1999 Elsevier Science Ltd and IPMA. All rights reserved
Keywords: Multiple projects, project management, distributed projects, program management, programme manage-
ment
Introduction
A number of business and technical forces are chan-
ging the fundamentals of project management as it
had been developed over the past decades. First,
advanced Information and Communication
Technologies (ICT) enable cooperation in a distributed
mode. Technologies like groupware and videoconferen-
cing are increasingly becoming feasible for organiz-
ations to use in international projects.1
Second,
globalization of markets and competition necessitate
integration of global managerial and business pro-
cesses in corporations.2
This corporate integration is
achieved by people working from geographically dis-
tributed sites in a given project.3
Corporations expect
organizational teams to cooperate on an international
scale, dealing with business problems with a global
impact.4
Third, organizations are increasingly adopting
a strategy of global sourcing, not only in innovative
sectors like microelectronics and the semi-conductor
industry, but also in the area of ®nancial and business
services as well as manufacturing and engineering op-
erations. As these strategies require intensive co-
operation between the organizations involved in these
exchanges, projects including professionals from mul-
tiple organizations will occur. Fourth, cooperation
from distributed sites around the world enables organ-
izations to bene®t from di€erences of time zones
between locations. Improvement of project cycle time
becomes feasible in such a distributed environment.
Fifth, multinationals increasingly organize their R&D
activities around globally distributed centers of excel-
lence.5, 6
Coordination of activities between these cen-
ters and integration with business operations require
close cooperation of professionals. Thus, multinational
organizations tap into local sources of competence and
leverage this knowledge on a global scale.7
Globally
distributed projects enable realization of these bene®ts
and increase corporate performance.
The con¯uence of these trends has given rise to new
forms of organizations which, enabled by advanced
ICT, are labeled `virtual organizations'.8, 9
The focus of
this paper is not on the level of these organizational
forms, but on the level of projects that increasingly
occur within or between these types of organization.
These so-called `virtual projects' involve people coop-
erating from internationally distributed sites and even
di€erent organizations.10
Professionals working geo-
graphically distributed, participate in multi-cultural
and cross functional projects with a global focus.11, 12
International Journal of Project Management Vol. 17, No. 5, pp. 275±281, 1999
# 1999 Elsevier Science Ltd and IPMA. All rights reserved
Printed in Great Britain
0263-7863/99 $20.00 + 0.00
PII: S0263-7863(98)00041-6
275
These virtual projects pose new challenges to project
management practitioners and researchers.13
Although practitioners' literature describes these
new projects and ways of cooperating from a human
resource perspective,14
existing project management lit-
erature has paid scarce attention to these new phenom-
ena. Currently, the literature is investigating the
di€erent dimensions and taxonomies applicable to
these new developments. Agreement in this area is a
prerequisite for the development of concepts, tools and
methods required for di€erent kinds of projects.
The paper contributes to this discussion in two
ways. First, it introduces a typology of new forms of
project management. Rooted in existing project man-
agement literature, the model comprises two core
dimensions capturing the essence of new challenges to
project management: single versus multi-site projects,
and single versus multiple projects.* Second, the paper
identi®es patterns of evolution across project forms.
For both practitioners and researchers the paper
bears relevance. First, the framework and evolution
model serve as a guideline for practitioners to map the
type of project they are engaged in, and to determine
which critical issues arise in di€erent types of projects.
New methods and tools can be developed that ®t in
di€erent types of projects. Second, the model supports
researchers in project management to structure
research and considers how their expertise ®ts in the
typology. In addition, the typology identi®es new pat-
terns for research in project management.
In the next section di€erent types of projects will be
described and characterized. Relevant project manage-
ment literature will be presented, followed by a discus-
sion of how the typology developed by the authors
extends the current dialog. A characterization of the
emerging types of projects as well as a model of evol-
ution across new project forms will complete the
paper.
Project management literature
Most projects discussed in the project management lit-
erature fall under two categories: single projects15
or
multiple projects16, 17
managed concurrently. The over-
whelming number of projects presented in the litera-
ture as well as most of the practical and theoretical
developments on projects is centered on single projects.
This is generally also true for books on project man-
agement.18
A key characteristic of a single project,
even though there may be subprojects, is that all its
integrating parts are closely interdependent and share
the same objective. However, Turner19
mentioned that
the current knowledge base on the management of
projects emanates from large capital construction pro-
jects responsible for only 10% of the projects. This
was one of the reasons that interest in multiple project
management started to appear recently. Ferns20
pro-
posed the name `programme management'Ðor pro-
gram management to use a U.S. termÐto the
management of a cluster of projects. Turner and
Speiser21
elaborated on the types of information sys-
tems needed for programme management. In some
cases, the literature presents programs as a set of smal-
ler projects that need to be managed concurrently by
the same management team.17
In fact, Van der
Merwe17
proceeds to detail a methodology of how to
manage those projects. Programs may also include
medium size projects, as Turner and Speiser21
noted.
Another important di€erence between single and
multiple project management or programs is that, as
their name suggests, multiple projects may be occur-
ring in multiple sites, whereas single projects are
mostly located in a fairly de®ned geographical area.
Other research trends are also appearing that are re-
lated to site multiplicity. For instance, interest has
appeared on international team project management
involving cross-cultural relationships.22
In particular,
Schneider22
mentions pre-programmed problems that
French±German projects are likely to have.
International cooperation also involves problems with
the team culture.23
However, the question of managing
multiple sites from where these di€erent cultures origi-
nated was not broached. The general assumption is
that these project managers would be in the same geo-
graphical location.
Trends in industry suggest that there are new organ-
izational needs and forms that are generating projects
that do not ®t in the categories of single or multiple
projects. For instance, Kumar and Willcocks24
describe
a software development project where most of the
developers were in India, whereas the client was in the
U.S. In this case, although the objective of developing
an information system was clearly the same for both
locations, they were separated by thousands of miles,
12 time zones, and by cultural and religious di€er-
ences. Thus, the project can be characterized as a
single project in which multiple distant sites are
involved.
If the same software company were developing in-
formation systems projects with clients located in
Europe, U.S. and perhaps Japan, then the de®nition of
their practice would change to program management
but with an additional twist: each of these projects can
be occurring in multiple sites. Again, this case cannot
be neatly categorized in either of the two categories
presented in the literature above. Although on a di€er-
ent scale, it would be essentially the same problem as
the 2000 projects Van der Merwe17
cited, which were
all managed concurrently in a large geographic area in
South Africa.
Typology of new project management forms
When one considers these possibilities it becomes clear
that a new categorization of project can be developed.
In this paper we propose the categorization presented
in Figure 1. The dimensions that projects di€er from
each other are: (a) single versus multiple projects; and
(b) the number of sites that these projects encompass.
Turner19
de®nes a project as `an endeavor in which
human, material and ®nancial resources are organized
in a novel way, to undertake a unique scope of work,
of given speci®cation, within constraints of cost and
time, so as to achieve bene®cial change de®ned by
quantitative and qualitative objectives' (p. 8).
Therefore, one project can be performed in several
*The authors acknowledge the fact that the distinction between
intra- and inter-organizational projects poses an additional challenge
to the new forms of project management. However, it is considered
beyond the scope of this article to include this dimension.
A typology of project management: R Evaristo and P C van Fenema
276
sites concurrently, as long as the correspondent actions
share the same objectives.
A site is de®ned as a physical location or a set of
physical locations that are close to each other and
where professionals are located who are involved in
the project.* `Closeness' is used here subjectively, i.e.,
whichever distance the project participants deem to be
close enough to be called `close'. Management of these
projects is assumed to be located in any of the sites or
nodes. The di€erent cells can be described the follow-
ing way:
Traditional project management. This is the most
common project type, and it is typically described in
traditional project management textbooks. Therefore,
no further comments will be added.
Co-located program. In this case, there are multiple
concurrent projects, all of them operationally co-
located in a single geographical place. Turner and
Speiser21
elaborate on this situation, de®ning program
management as `the process of coordinating the man-
agement, support and setting of priorities on individual
projects, to deliver additional bene®ts and to meet
changing business needs'. They also note that some of
these projects can be interdependent, because they deli-
ver related objectives and share common deliverables,
information, resources and technology. Moreover,
there is a need to negotiate priorities on resource allo-
cation across projects very frequently. Since most of
these resources are co-located, scheduling and allo-
cationÐalthough complexÐdo not require large geo-
graphical movements of resources with the
accompanying problems and costs. Ultimately, the
objective in managing programs is the global optimiz-
ation of the parent company's needs as compared to
local optimization in traditional single project manage-
ment. Similarly, Van der Merwe17
mentions that the
key diculties of program management center on allo-
cating resources over a large number of projects in an
ecient way. One should note that although both
Turner and Speiser21
and Van der Merwe17
did not
assume co-location of projects in a program, they did
not discuss the consequences of distance among the
projects in the program. Therefore, co-located pro-
grams are a particular case of programs as described
in their papers. The more general case is described
next.
Multiple co-located programs. In this case, the di-
culty is aggravated by the fact that sets of projects (or
programs) are now in geographically distant sites. The
distance may create communication problems among
the project managers and also among program man-
agers (if more than one). Face-to-face communication
may not be possible. In addition, sharing of resources
requires more careful scheduling, since in emergencies
a resource cannot be requested and moved seamlessly
from one project to the next if they are in di€erent dis-
tant sites. The easiest path to quasi-global optimiz-
ation in this case may be the result of local site
optimization. True global optimization requires much
more e€ort.
Figure 1 Project Management Typology.
*We are making a simplifying assumption here. In fact, one could
think of several aspects related to projects that could be distributed.
The one mentioned here is operation, but control and planning
could also be either centralized or distributed.
A typology of project management: R Evaristo and P C van Fenema
277
Multiple traditional projects. It can also be thought
of as a subset of the above, with the exception that
there is only one project in each site. Most of the tra-
ditional project management considerations apply: the
key issue is scheduling. However, there is a potential
need for sharing resources to achieve true global op-
timization, and then the caveats discussed above come
into play.
Distributed projects. In this case a single project
encompasses several sites. This situation occurs for
several reasons, among them scarcity or complemen-
tarity of resources, convenience, cost, monitoring ca-
pacities, and quality. A large U.S. multinational
company recently was faced with the problem of devel-
oping a `European' ordering and billing system. Talent
resources were scarce, and two possibilities were the
most likely candidates: (1) invite all the expert analysts
from each of the involved countries to spend one year
in a secluded location to develop the product, or (2)
leave everybody where they were and have them work
at a distance on the same project. The ®rst option was
a lot more expensive considering the family relocation
costs (round trip), plus the fact that by being plucked
away from their natural environment, their knowledge
could slip away or become obsolete. The natural
choice was to ®nd a way to run the project in a dis-
tributed fashion. In order to facilitate this, hardware
for development was installed in a central location
(Brussels) and excellent communication lines were
made available to all members of the project. More-
over, monthly face-to-face meetings were scheduled
among the project managersÐeach responsible for a
di€erent function from the systemÐfrom di€erent
countries. This particular solution also addressed cost
and convenience issues.
As this software development e€ort exempli®es, a
distributed project has many bene®ts. On the other
hand, there are also many problems or costs. The prin-
cipal issue is the heightened need for communication
and coordination of the separate pieces of the same
project being developed in di€erent areas. This extra
coordination is necessary to schedule the di€erent ac-
tivities over several sites and concurrently trying to
allocate resources. In principle, the only person who
has a bird's eye view of the overall situation is the pro-
ject manager. There is no overlap of people across
sites. Meetings across sites and di€erent parts of the
project are, most of the times, accomplished by project
managers who are in charge of more than one site.
Team members also communicate to clear doubts or
create a better relationship with other o€-site project
members. Interdependence across sites is considerable
due to their shared needs for the same resources. On
the other hand, it is relatively small considering the
more general cases that will be discussed next.
A critical di€erence between distributed projects and
the prior programs or traditional projects of various
types is related to the focus on the coordination mech-
anisms. The former types of projects tend to concen-
trate on inter-site coordination or boundary spanning
across sites, whereas the latter tend to concentrate on
intra-site coordination mechanismsÐor boundary
spanning across projects. Finally, the potential for con-
siderable synergy between the di€erent sites in charge
of di€erent parts of the same project is clear. The
down side is the transaction costs associated with this
need for coordination and communication.
Multiple distributed projects: discrete locations. This
is the case where many distributed projects as
described above are managed by the same project
manager. Key issues are very similar to those in dis-
tributed projects, with the exception that now the
boundary spanning e€orts become more inter-site in
nature than previously. There is no assumption made
about the interdependence between the projects, and
therefore potential synergies are not necessarily expli-
citly recognized or managed. Inter-site resource allo-
cation and sharing has similar problems to other
program forms such as multiple co-located programs
and multiple traditional projects.
Multiple distributed projects: shared locations. This is
the general case of the previous category. The fact that
some locations are shared simpli®es the boundary
spanning e€orts of individuals who may be participat-
ing in more than one project concurrently, helping
them to recognize similarities and synergies across pro-
jects. Moreover, resource allocation/sharing is some-
what simpli®ed for the same reason. Possible
advantages could include lesser cost due to avoidance
of e€ort or resource duplication. On the other hand,
one should be aware that politically it may be more
dicult to negotiate and schedule resource allocation,
a problem shared with all the program forms.
Evolution of project forms: a three level model
After examining the categorization presented in
Figure 1, an interesting question can be raised. How is
it likely that these project forms may evolve with
business needs, time and the availability of better in-
formation technology tools? In this section, we pro-
pose that there are a few more likely paths where this
evolution may happen, strengthening the argument
comparing the di€erent forms. But most important,
one can make predictions about which change path is
easier to a company involved in project management
that decides to change from one project type to
another. Figure 2 depicts a three-level model of the
evolution of project forms.
A ®rst observation is that all paths only change one
level at a timeÐthere are no paths that move directly
from level A to level C. In other words, the evolution
paths depicted in Figure 1 seem to suggest that one
can evolve from one site to multiple sites or from one
project to multiple projects, but not both concurrently
(which would characterize a double change). Double
changes would include the paths 1±3, 1±4 and 1±7.
Since competence can be built more easily when one
level change is performed at a time, double changes
are more likely to spell trouble and should therefore
be strongly avoided.
Two paths emerge almost immediately. On the left
(paths 1±2±3 and 1±2±4) there are distributed project
forms, and on the right (paths 1±6±4 and 1±6±7) there
are multiple project or programs but without spanning
of multiple sites. These left and right paths are ®rst
elaborated and clari®ed with some examples. We then
proceed with the remaining patterns in the center 1±5±
3, 1±5±4, and 1±5±7.
A typology of project management: R Evaristo and P C van Fenema
278
Left hand evolution patterns
Analyzing the left path, one can think of paths 1±2±3
or 1±2±4 as a natural progression. A given single pro-
ject (1) starts being worked on in several sites simul-
taneously, (2) and from that point there may be a
multiplication of projects, which may (4) or may not
(3) share common locations. With this evolution we
have an increase in need for coordination, due to a
higher number of projects. This coordination may be
somewhat eased by the sharing of locations across pro-
jects (4). On the other hand, resource allocation and
sharing becomes harder as the number of sites
increase. Depending on the project, shared locations
could imply a little more ease in sharing resources
because of the ability of a resource to straddle bound-
aries. The existence of shared locations also creates a
counter argument: the actual allocation could become
more dicult because of the need to carefully schedule
hand-overs.
A good example may be software development. For
instance, a large specialized software developer in the
U.S. was hired to develop a rather complex satellite
tracking system. In the beginning, the project was
located only at headquarters, characterizing it a single
project at a single location. Once project managers
developed a good idea of what the project entailed,
they subcontracted pieces of the software to a
Canadian government owned company plus another
organization in the U.S. East Coast. This characterizes
the movement from form 1 to form 2. As the project
went along, several tools (such as specialized metrics
to assess productivity of distributed projects) were
developed, and eventually this know-how applied to
other projects that this software developer was making
for other clients, characterizing a move from form 2 to
form 3 or 4 (depending on which project those tools
were used).
Right hand evolution patterns
The evolution patterns on the right (1±6±4 and 1±6±7)
can be seen as mirrored from the two left hand paths.
The 1±6±4- path involves a complex evolution. It
starts with a single location with multiple independent
but co-existent projects (form 6). Then, multiple sites
become the norm; some of these sites are working on
the same project (form 4). Other than inter-level evol-
ution, this is arguably one of the cases where the
knowledge gap may be highest. A large U.S. health
products supply company was in this situation. The
strategy group at headquarters was concentrated in
several separate acquisition projects (form 6). One of
those projects received the go-ahead from top manage-
ment. Experts from all the di€erent manufacturing,
marketing and logistic divisions that were necessary to
prepare a consistent evaluation of the European com-
pany to be acquired started working in earnest. Some
of them joined the project from their original locations
across the world (including Japan, several countries in
Europe, and the U.S.), others actually moved tempor-
arily to a central European location. Some of these
experts were concurrently working on other assessment
projects, characterizing form 4. Interestingly, in this
case a speci®c project moves along the change path (or
`evolves'), and this particular company was experi-
enced in such project evolution.
By contrast, in the second subpath the increasing
number of projects does not involve geographical dis-
tribution within a project. For instance, a construction
company could start other building sites that are adja-
cent to the ®rst one or even in the same city, character-
izing a co-located program. When the coordination
and resource sharing is ®gured out by the program
manager, then there may be an opportunity to repli-
cate the same pattern in di€erent distant locations. It
could be that the same company decides ®rst to build
more on a di€erent city, and eventually that business
grows to several sites in that same city.
Paths in the center: hybrid forms
The evolution pattern on the center (1±5±3, 1±5±4 or
1±5±7) is an interesting hybrid situation. The subpath
1±5 is the result of growth of a company or division,
Figure 2 Evolution of Project Forms.
A typology of project management: R Evaristo and P C van Fenema
279
and the natural tendency to have more projects con-
currently, although these projects are still single in
nature and in di€erent sites. This could be the case for
a construction company that is building two sites in
di€erent cities or even countries. Starting at project
form 5, let us suppose a situation where a company is
working on two sites with one project per site. Any
possible change path would imply moving to multiple
projects in at least one of those sites. Some of those
projects could be relatively independent (5±7) making
the transition easier. In this case, the organization
needs to improve their know-how on prioritization
among projects on the same site, and problems with
resource sharing start to appear. The 5±3 change path
involves more complexity. Each project is now done in
several sites, and the problem is less of prioritization
but more of scheduling resource sharing and coordi-
nation across several sites, a di€erent skill than the
one involved in evolutionary path 5±7. Finally, path
5±4 is the most complex to acquire know-how. It has
the same issues as path 5±3 but adds the problem of
how to manage the local interdependencies across the
shared discrete locations between the two projects.
The development of world cars, or automobiles that
are produced by subsidiaries of the same multinational
company in almost the same form in many countries,
is an example of a 5±4 path. Until 10 to 15 years ago,
cars were developed in one given country, and after
being in production for some time, machinery was
exported and production of essentially the same car
(although adapted to local conditions) would start.
Therefore, they were multiple traditional projects (5).
Then both GM and Ford started their `world car' pro-
ject, where many subsidiaries were given the opportu-
nity to participate in the design of the carÐor in fact,
a family of cars, if we consider the di€erent body
models that could share the same platform.25
Some of
these teams were working on more than one of those
projects, since these families shared most components
and manufacturing issues. By the same token, the pro-
curement for parts to be used in those cars is done
worldwide, potentially looking for more than one sup-
plier for each given part, to be used in more than one
production plant.
Another example of the center pattern is a Total
Quality Management (TQM) project or program.
Often, such projects start at corporate headquarters
from multinationals (1). However, in order to ensure
worldwide consistency and competitive impact, such
quality improvement programs are implemented in
geographically distributed regional headquarters or
subsidiaries.26
Hence, as a spin-o€ from the headquar-
ter-concept, multiple TQM projects are initiated
re¯ecting the evolution pattern 1±5. A number of tra-
jectories becomes then feasible. For example, project
teams starting at regional headquarters (5) progress-
ively include members from local subsidiaries (1±5±3
or 1±5±4). In addition, regional headquarters may im-
plement TQM by starting on their location quality
improvement programs to enhance simultaneously the
quality of business processes, products and depart-
ments (path 1±5±7).
Consequences of the typology and evolution model
Several important issues stem from the typology pre-
sented above. The main consequence is that it shows
the clear distinctions among di€erent types of projects
and therefore suggests that di€erent techniques may
need to be developed to deal with the added complex-
ity embedded in the projects described.
Furthermore, it seems reasonable that some projects
that start their life in any given quadrant may end up
moving to a di€erent quadrant. Therefore, predictions
on what paths are more likely add value for two
reasons: One, because whichever techniques are devel-
oped or adapted to the new situations may take that
evolution in consideration; two, because there is a
knowledge gap to move from one project type to the
next. In some evolution paths, this gap is too wide to
be bridged and therefore the likelihood of failure
higher. Suggestions on this issue were proposed.
Finally, it creates a whole set of new research and
practical questions. What are best practices in these
areas? What are the key pressing problems that need
to be addressed by better techniques in these areas?
What can be done to implement alternative solutions
that will deal most eciently with the problems in this
set of projects?
Conclusions
The contribution of this paper centers on a proposed
categorization of project management that goes
beyond the standard categorization of single and mul-
tiple project management. It becomes clear that for
each di€erent category a whole di€erent set of pro-
blems and potential project management techniques
may apply.
In particular, the existence of distributed projects is
described and due to their importance and expected
future predominance, we make the case that it is rel-
evant to understand the problems and possible sol-
utions associated with them. As with any other
projects, there are bene®ts and costs to distributed pro-
jects. We discussed in this paper some of the reasons
why distributed projects make sense as well as some of
its main diculties. Research as well as practical
questions linked with this categorization are also
described.
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Project Management, 1995, 13(4), 247±251.
23. Egginton, B., Multi-national consortium based projects:
improving the process. International Journal of Project
Management, 1996, 14(3), 169±172.
24. Kumar, K. and Willcocks, L. P., O€shore outsourcing: a
country too far? European Conference on Information Systems,
Lissabon, Portugal, 1996.
25. Andres, A., Mondeo: the story of the global car. Word
Publishing and Publicity Consultants SA, Luxembourg,
1992.
26. Feigenbaum, A. V., How total quality counters three forces of
international competitiveness. National Productivity Review,
1994, 13(3), 327±330.
J. Roberto Evaristo is an Assistant
Professor in the Information
Technology and Electronic
Commerce at the Daniels College of
Business, University of Denver. He
holds a bachelor's degree in Civil
Engineering from Universidade
Federal do Rio Grande do Sul,
Brazil, a Master's degree in
Transportation Engineering from
Universidade Federal do Rio de
Janeiro, Brazil, and a Ph.D. in
Management Information Systems
from the University of
Minnesota.Current research inter-
ests include the management of dis-
tributed projects and virtual teams, competitive intelligence and
cross-cultural research in information systems. Roberto has pub-
lished in Database, International Information Systems, The Journal
of the Association of Global Strategic Information, ICIS
Proceedings, and Competitive Intelligence Review. He was the
guest co-editor of a special issue of Information Technology and
People on cross-cultural research in Information Systems.
Paul C. van Fenema is a research
assistant at the Rotterdam School
of Management, Erasmus
University Rotterdam. He is cur-
rently inovolved in a four-year
research project which concerns the
impact of global distributedness in
managing projects. In particular the
research focuses on Information
System Development and New
Product Development projects.
Prior to this research, he graduated
in a combined degree in Law and
Economics at Utrecht University
(The Netherlands), and studied
Business Administration at the
Rotterdam School of Management. His research interests include
the transition from co-located to global projects, the supporting
role of advanced Information and Communication Technologies,
and the application of organization theory on project management.
A typology of project management: R Evaristo and P C van Fenema
281

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A Typology Of Project Management Emergence And Evolution Of New Forms

  • 1. A typology of project management: emergence and evolution of new forms Roberto Evaristo Daniels College of Business, Information Technology and Electronic Commerce Department, 2020 S. Race Street, University of Denver, Denver, Colorado, USA Paul C van Fenema Erasmus University Rotterdam, Rotterdam School of Management, P.O. Box 1738, 3000 DR Rotterdam, The Netherlands Traditionally, project management has focused on the management of projects on a single lo- cation either within one organization or among two or more organizations. Recently, however, emerging trends are changing the way projects are organized and managed, creating new chal- lenges in project management research and practice. This paper has two objectives. First, it pro- poses a classi®cation of project management types based on the number of projects and sites involved and investigate the consequences of such schema. Second, the evolution of projects across three levels is discussed. # 1999 Elsevier Science Ltd and IPMA. All rights reserved Keywords: Multiple projects, project management, distributed projects, program management, programme manage- ment Introduction A number of business and technical forces are chan- ging the fundamentals of project management as it had been developed over the past decades. First, advanced Information and Communication Technologies (ICT) enable cooperation in a distributed mode. Technologies like groupware and videoconferen- cing are increasingly becoming feasible for organiz- ations to use in international projects.1 Second, globalization of markets and competition necessitate integration of global managerial and business pro- cesses in corporations.2 This corporate integration is achieved by people working from geographically dis- tributed sites in a given project.3 Corporations expect organizational teams to cooperate on an international scale, dealing with business problems with a global impact.4 Third, organizations are increasingly adopting a strategy of global sourcing, not only in innovative sectors like microelectronics and the semi-conductor industry, but also in the area of ®nancial and business services as well as manufacturing and engineering op- erations. As these strategies require intensive co- operation between the organizations involved in these exchanges, projects including professionals from mul- tiple organizations will occur. Fourth, cooperation from distributed sites around the world enables organ- izations to bene®t from di€erences of time zones between locations. Improvement of project cycle time becomes feasible in such a distributed environment. Fifth, multinationals increasingly organize their R&D activities around globally distributed centers of excel- lence.5, 6 Coordination of activities between these cen- ters and integration with business operations require close cooperation of professionals. Thus, multinational organizations tap into local sources of competence and leverage this knowledge on a global scale.7 Globally distributed projects enable realization of these bene®ts and increase corporate performance. The con¯uence of these trends has given rise to new forms of organizations which, enabled by advanced ICT, are labeled `virtual organizations'.8, 9 The focus of this paper is not on the level of these organizational forms, but on the level of projects that increasingly occur within or between these types of organization. These so-called `virtual projects' involve people coop- erating from internationally distributed sites and even di€erent organizations.10 Professionals working geo- graphically distributed, participate in multi-cultural and cross functional projects with a global focus.11, 12 International Journal of Project Management Vol. 17, No. 5, pp. 275±281, 1999 # 1999 Elsevier Science Ltd and IPMA. All rights reserved Printed in Great Britain 0263-7863/99 $20.00 + 0.00 PII: S0263-7863(98)00041-6 275
  • 2. These virtual projects pose new challenges to project management practitioners and researchers.13 Although practitioners' literature describes these new projects and ways of cooperating from a human resource perspective,14 existing project management lit- erature has paid scarce attention to these new phenom- ena. Currently, the literature is investigating the di€erent dimensions and taxonomies applicable to these new developments. Agreement in this area is a prerequisite for the development of concepts, tools and methods required for di€erent kinds of projects. The paper contributes to this discussion in two ways. First, it introduces a typology of new forms of project management. Rooted in existing project man- agement literature, the model comprises two core dimensions capturing the essence of new challenges to project management: single versus multi-site projects, and single versus multiple projects.* Second, the paper identi®es patterns of evolution across project forms. For both practitioners and researchers the paper bears relevance. First, the framework and evolution model serve as a guideline for practitioners to map the type of project they are engaged in, and to determine which critical issues arise in di€erent types of projects. New methods and tools can be developed that ®t in di€erent types of projects. Second, the model supports researchers in project management to structure research and considers how their expertise ®ts in the typology. In addition, the typology identi®es new pat- terns for research in project management. In the next section di€erent types of projects will be described and characterized. Relevant project manage- ment literature will be presented, followed by a discus- sion of how the typology developed by the authors extends the current dialog. A characterization of the emerging types of projects as well as a model of evol- ution across new project forms will complete the paper. Project management literature Most projects discussed in the project management lit- erature fall under two categories: single projects15 or multiple projects16, 17 managed concurrently. The over- whelming number of projects presented in the litera- ture as well as most of the practical and theoretical developments on projects is centered on single projects. This is generally also true for books on project man- agement.18 A key characteristic of a single project, even though there may be subprojects, is that all its integrating parts are closely interdependent and share the same objective. However, Turner19 mentioned that the current knowledge base on the management of projects emanates from large capital construction pro- jects responsible for only 10% of the projects. This was one of the reasons that interest in multiple project management started to appear recently. Ferns20 pro- posed the name `programme management'Ðor pro- gram management to use a U.S. termÐto the management of a cluster of projects. Turner and Speiser21 elaborated on the types of information sys- tems needed for programme management. In some cases, the literature presents programs as a set of smal- ler projects that need to be managed concurrently by the same management team.17 In fact, Van der Merwe17 proceeds to detail a methodology of how to manage those projects. Programs may also include medium size projects, as Turner and Speiser21 noted. Another important di€erence between single and multiple project management or programs is that, as their name suggests, multiple projects may be occur- ring in multiple sites, whereas single projects are mostly located in a fairly de®ned geographical area. Other research trends are also appearing that are re- lated to site multiplicity. For instance, interest has appeared on international team project management involving cross-cultural relationships.22 In particular, Schneider22 mentions pre-programmed problems that French±German projects are likely to have. International cooperation also involves problems with the team culture.23 However, the question of managing multiple sites from where these di€erent cultures origi- nated was not broached. The general assumption is that these project managers would be in the same geo- graphical location. Trends in industry suggest that there are new organ- izational needs and forms that are generating projects that do not ®t in the categories of single or multiple projects. For instance, Kumar and Willcocks24 describe a software development project where most of the developers were in India, whereas the client was in the U.S. In this case, although the objective of developing an information system was clearly the same for both locations, they were separated by thousands of miles, 12 time zones, and by cultural and religious di€er- ences. Thus, the project can be characterized as a single project in which multiple distant sites are involved. If the same software company were developing in- formation systems projects with clients located in Europe, U.S. and perhaps Japan, then the de®nition of their practice would change to program management but with an additional twist: each of these projects can be occurring in multiple sites. Again, this case cannot be neatly categorized in either of the two categories presented in the literature above. Although on a di€er- ent scale, it would be essentially the same problem as the 2000 projects Van der Merwe17 cited, which were all managed concurrently in a large geographic area in South Africa. Typology of new project management forms When one considers these possibilities it becomes clear that a new categorization of project can be developed. In this paper we propose the categorization presented in Figure 1. The dimensions that projects di€er from each other are: (a) single versus multiple projects; and (b) the number of sites that these projects encompass. Turner19 de®nes a project as `an endeavor in which human, material and ®nancial resources are organized in a novel way, to undertake a unique scope of work, of given speci®cation, within constraints of cost and time, so as to achieve bene®cial change de®ned by quantitative and qualitative objectives' (p. 8). Therefore, one project can be performed in several *The authors acknowledge the fact that the distinction between intra- and inter-organizational projects poses an additional challenge to the new forms of project management. However, it is considered beyond the scope of this article to include this dimension. A typology of project management: R Evaristo and P C van Fenema 276
  • 3. sites concurrently, as long as the correspondent actions share the same objectives. A site is de®ned as a physical location or a set of physical locations that are close to each other and where professionals are located who are involved in the project.* `Closeness' is used here subjectively, i.e., whichever distance the project participants deem to be close enough to be called `close'. Management of these projects is assumed to be located in any of the sites or nodes. The di€erent cells can be described the follow- ing way: Traditional project management. This is the most common project type, and it is typically described in traditional project management textbooks. Therefore, no further comments will be added. Co-located program. In this case, there are multiple concurrent projects, all of them operationally co- located in a single geographical place. Turner and Speiser21 elaborate on this situation, de®ning program management as `the process of coordinating the man- agement, support and setting of priorities on individual projects, to deliver additional bene®ts and to meet changing business needs'. They also note that some of these projects can be interdependent, because they deli- ver related objectives and share common deliverables, information, resources and technology. Moreover, there is a need to negotiate priorities on resource allo- cation across projects very frequently. Since most of these resources are co-located, scheduling and allo- cationÐalthough complexÐdo not require large geo- graphical movements of resources with the accompanying problems and costs. Ultimately, the objective in managing programs is the global optimiz- ation of the parent company's needs as compared to local optimization in traditional single project manage- ment. Similarly, Van der Merwe17 mentions that the key diculties of program management center on allo- cating resources over a large number of projects in an ecient way. One should note that although both Turner and Speiser21 and Van der Merwe17 did not assume co-location of projects in a program, they did not discuss the consequences of distance among the projects in the program. Therefore, co-located pro- grams are a particular case of programs as described in their papers. The more general case is described next. Multiple co-located programs. In this case, the di- culty is aggravated by the fact that sets of projects (or programs) are now in geographically distant sites. The distance may create communication problems among the project managers and also among program man- agers (if more than one). Face-to-face communication may not be possible. In addition, sharing of resources requires more careful scheduling, since in emergencies a resource cannot be requested and moved seamlessly from one project to the next if they are in di€erent dis- tant sites. The easiest path to quasi-global optimiz- ation in this case may be the result of local site optimization. True global optimization requires much more e€ort. Figure 1 Project Management Typology. *We are making a simplifying assumption here. In fact, one could think of several aspects related to projects that could be distributed. The one mentioned here is operation, but control and planning could also be either centralized or distributed. A typology of project management: R Evaristo and P C van Fenema 277
  • 4. Multiple traditional projects. It can also be thought of as a subset of the above, with the exception that there is only one project in each site. Most of the tra- ditional project management considerations apply: the key issue is scheduling. However, there is a potential need for sharing resources to achieve true global op- timization, and then the caveats discussed above come into play. Distributed projects. In this case a single project encompasses several sites. This situation occurs for several reasons, among them scarcity or complemen- tarity of resources, convenience, cost, monitoring ca- pacities, and quality. A large U.S. multinational company recently was faced with the problem of devel- oping a `European' ordering and billing system. Talent resources were scarce, and two possibilities were the most likely candidates: (1) invite all the expert analysts from each of the involved countries to spend one year in a secluded location to develop the product, or (2) leave everybody where they were and have them work at a distance on the same project. The ®rst option was a lot more expensive considering the family relocation costs (round trip), plus the fact that by being plucked away from their natural environment, their knowledge could slip away or become obsolete. The natural choice was to ®nd a way to run the project in a dis- tributed fashion. In order to facilitate this, hardware for development was installed in a central location (Brussels) and excellent communication lines were made available to all members of the project. More- over, monthly face-to-face meetings were scheduled among the project managersÐeach responsible for a di€erent function from the systemÐfrom di€erent countries. This particular solution also addressed cost and convenience issues. As this software development e€ort exempli®es, a distributed project has many bene®ts. On the other hand, there are also many problems or costs. The prin- cipal issue is the heightened need for communication and coordination of the separate pieces of the same project being developed in di€erent areas. This extra coordination is necessary to schedule the di€erent ac- tivities over several sites and concurrently trying to allocate resources. In principle, the only person who has a bird's eye view of the overall situation is the pro- ject manager. There is no overlap of people across sites. Meetings across sites and di€erent parts of the project are, most of the times, accomplished by project managers who are in charge of more than one site. Team members also communicate to clear doubts or create a better relationship with other o€-site project members. Interdependence across sites is considerable due to their shared needs for the same resources. On the other hand, it is relatively small considering the more general cases that will be discussed next. A critical di€erence between distributed projects and the prior programs or traditional projects of various types is related to the focus on the coordination mech- anisms. The former types of projects tend to concen- trate on inter-site coordination or boundary spanning across sites, whereas the latter tend to concentrate on intra-site coordination mechanismsÐor boundary spanning across projects. Finally, the potential for con- siderable synergy between the di€erent sites in charge of di€erent parts of the same project is clear. The down side is the transaction costs associated with this need for coordination and communication. Multiple distributed projects: discrete locations. This is the case where many distributed projects as described above are managed by the same project manager. Key issues are very similar to those in dis- tributed projects, with the exception that now the boundary spanning e€orts become more inter-site in nature than previously. There is no assumption made about the interdependence between the projects, and therefore potential synergies are not necessarily expli- citly recognized or managed. Inter-site resource allo- cation and sharing has similar problems to other program forms such as multiple co-located programs and multiple traditional projects. Multiple distributed projects: shared locations. This is the general case of the previous category. The fact that some locations are shared simpli®es the boundary spanning e€orts of individuals who may be participat- ing in more than one project concurrently, helping them to recognize similarities and synergies across pro- jects. Moreover, resource allocation/sharing is some- what simpli®ed for the same reason. Possible advantages could include lesser cost due to avoidance of e€ort or resource duplication. On the other hand, one should be aware that politically it may be more dicult to negotiate and schedule resource allocation, a problem shared with all the program forms. Evolution of project forms: a three level model After examining the categorization presented in Figure 1, an interesting question can be raised. How is it likely that these project forms may evolve with business needs, time and the availability of better in- formation technology tools? In this section, we pro- pose that there are a few more likely paths where this evolution may happen, strengthening the argument comparing the di€erent forms. But most important, one can make predictions about which change path is easier to a company involved in project management that decides to change from one project type to another. Figure 2 depicts a three-level model of the evolution of project forms. A ®rst observation is that all paths only change one level at a timeÐthere are no paths that move directly from level A to level C. In other words, the evolution paths depicted in Figure 1 seem to suggest that one can evolve from one site to multiple sites or from one project to multiple projects, but not both concurrently (which would characterize a double change). Double changes would include the paths 1±3, 1±4 and 1±7. Since competence can be built more easily when one level change is performed at a time, double changes are more likely to spell trouble and should therefore be strongly avoided. Two paths emerge almost immediately. On the left (paths 1±2±3 and 1±2±4) there are distributed project forms, and on the right (paths 1±6±4 and 1±6±7) there are multiple project or programs but without spanning of multiple sites. These left and right paths are ®rst elaborated and clari®ed with some examples. We then proceed with the remaining patterns in the center 1±5± 3, 1±5±4, and 1±5±7. A typology of project management: R Evaristo and P C van Fenema 278
  • 5. Left hand evolution patterns Analyzing the left path, one can think of paths 1±2±3 or 1±2±4 as a natural progression. A given single pro- ject (1) starts being worked on in several sites simul- taneously, (2) and from that point there may be a multiplication of projects, which may (4) or may not (3) share common locations. With this evolution we have an increase in need for coordination, due to a higher number of projects. This coordination may be somewhat eased by the sharing of locations across pro- jects (4). On the other hand, resource allocation and sharing becomes harder as the number of sites increase. Depending on the project, shared locations could imply a little more ease in sharing resources because of the ability of a resource to straddle bound- aries. The existence of shared locations also creates a counter argument: the actual allocation could become more dicult because of the need to carefully schedule hand-overs. A good example may be software development. For instance, a large specialized software developer in the U.S. was hired to develop a rather complex satellite tracking system. In the beginning, the project was located only at headquarters, characterizing it a single project at a single location. Once project managers developed a good idea of what the project entailed, they subcontracted pieces of the software to a Canadian government owned company plus another organization in the U.S. East Coast. This characterizes the movement from form 1 to form 2. As the project went along, several tools (such as specialized metrics to assess productivity of distributed projects) were developed, and eventually this know-how applied to other projects that this software developer was making for other clients, characterizing a move from form 2 to form 3 or 4 (depending on which project those tools were used). Right hand evolution patterns The evolution patterns on the right (1±6±4 and 1±6±7) can be seen as mirrored from the two left hand paths. The 1±6±4- path involves a complex evolution. It starts with a single location with multiple independent but co-existent projects (form 6). Then, multiple sites become the norm; some of these sites are working on the same project (form 4). Other than inter-level evol- ution, this is arguably one of the cases where the knowledge gap may be highest. A large U.S. health products supply company was in this situation. The strategy group at headquarters was concentrated in several separate acquisition projects (form 6). One of those projects received the go-ahead from top manage- ment. Experts from all the di€erent manufacturing, marketing and logistic divisions that were necessary to prepare a consistent evaluation of the European com- pany to be acquired started working in earnest. Some of them joined the project from their original locations across the world (including Japan, several countries in Europe, and the U.S.), others actually moved tempor- arily to a central European location. Some of these experts were concurrently working on other assessment projects, characterizing form 4. Interestingly, in this case a speci®c project moves along the change path (or `evolves'), and this particular company was experi- enced in such project evolution. By contrast, in the second subpath the increasing number of projects does not involve geographical dis- tribution within a project. For instance, a construction company could start other building sites that are adja- cent to the ®rst one or even in the same city, character- izing a co-located program. When the coordination and resource sharing is ®gured out by the program manager, then there may be an opportunity to repli- cate the same pattern in di€erent distant locations. It could be that the same company decides ®rst to build more on a di€erent city, and eventually that business grows to several sites in that same city. Paths in the center: hybrid forms The evolution pattern on the center (1±5±3, 1±5±4 or 1±5±7) is an interesting hybrid situation. The subpath 1±5 is the result of growth of a company or division, Figure 2 Evolution of Project Forms. A typology of project management: R Evaristo and P C van Fenema 279
  • 6. and the natural tendency to have more projects con- currently, although these projects are still single in nature and in di€erent sites. This could be the case for a construction company that is building two sites in di€erent cities or even countries. Starting at project form 5, let us suppose a situation where a company is working on two sites with one project per site. Any possible change path would imply moving to multiple projects in at least one of those sites. Some of those projects could be relatively independent (5±7) making the transition easier. In this case, the organization needs to improve their know-how on prioritization among projects on the same site, and problems with resource sharing start to appear. The 5±3 change path involves more complexity. Each project is now done in several sites, and the problem is less of prioritization but more of scheduling resource sharing and coordi- nation across several sites, a di€erent skill than the one involved in evolutionary path 5±7. Finally, path 5±4 is the most complex to acquire know-how. It has the same issues as path 5±3 but adds the problem of how to manage the local interdependencies across the shared discrete locations between the two projects. The development of world cars, or automobiles that are produced by subsidiaries of the same multinational company in almost the same form in many countries, is an example of a 5±4 path. Until 10 to 15 years ago, cars were developed in one given country, and after being in production for some time, machinery was exported and production of essentially the same car (although adapted to local conditions) would start. Therefore, they were multiple traditional projects (5). Then both GM and Ford started their `world car' pro- ject, where many subsidiaries were given the opportu- nity to participate in the design of the carÐor in fact, a family of cars, if we consider the di€erent body models that could share the same platform.25 Some of these teams were working on more than one of those projects, since these families shared most components and manufacturing issues. By the same token, the pro- curement for parts to be used in those cars is done worldwide, potentially looking for more than one sup- plier for each given part, to be used in more than one production plant. Another example of the center pattern is a Total Quality Management (TQM) project or program. Often, such projects start at corporate headquarters from multinationals (1). However, in order to ensure worldwide consistency and competitive impact, such quality improvement programs are implemented in geographically distributed regional headquarters or subsidiaries.26 Hence, as a spin-o€ from the headquar- ter-concept, multiple TQM projects are initiated re¯ecting the evolution pattern 1±5. A number of tra- jectories becomes then feasible. For example, project teams starting at regional headquarters (5) progress- ively include members from local subsidiaries (1±5±3 or 1±5±4). In addition, regional headquarters may im- plement TQM by starting on their location quality improvement programs to enhance simultaneously the quality of business processes, products and depart- ments (path 1±5±7). Consequences of the typology and evolution model Several important issues stem from the typology pre- sented above. The main consequence is that it shows the clear distinctions among di€erent types of projects and therefore suggests that di€erent techniques may need to be developed to deal with the added complex- ity embedded in the projects described. Furthermore, it seems reasonable that some projects that start their life in any given quadrant may end up moving to a di€erent quadrant. Therefore, predictions on what paths are more likely add value for two reasons: One, because whichever techniques are devel- oped or adapted to the new situations may take that evolution in consideration; two, because there is a knowledge gap to move from one project type to the next. In some evolution paths, this gap is too wide to be bridged and therefore the likelihood of failure higher. Suggestions on this issue were proposed. Finally, it creates a whole set of new research and practical questions. What are best practices in these areas? What are the key pressing problems that need to be addressed by better techniques in these areas? What can be done to implement alternative solutions that will deal most eciently with the problems in this set of projects? Conclusions The contribution of this paper centers on a proposed categorization of project management that goes beyond the standard categorization of single and mul- tiple project management. It becomes clear that for each di€erent category a whole di€erent set of pro- blems and potential project management techniques may apply. In particular, the existence of distributed projects is described and due to their importance and expected future predominance, we make the case that it is rel- evant to understand the problems and possible sol- utions associated with them. As with any other projects, there are bene®ts and costs to distributed pro- jects. 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