Effective Delivery Strategies to handle predictable and
unpredictable project elements
Dr. Kaali Dass, PMP, PhD
Mar 16th 2023
Agenda
 Modern Project Management & Trends
 Delivery Methodology
 Predictable and Unpredictable Project Elements
 Case Study
 Q & A
Modern Project Management and Trends
Agility
The ability to compete and thrive in the digital
age by quickly responding to market changes and
emerging opportunities with innovative business
solutions. Achieving business agility requires that
everyone involved in delivering solutions use
Lean and Agile practices to continually create
innovative, high-quality products and services
faster than the competition.
Agile
A mindset, a way of thinking, a framework for action taking, a
goal, and a journey to more contingent processes, higher
performance, and potentially greater value creation.
Source: On Becoming Agile, Daniel J. Power, Ciara Heavin, 2021 and SAFe 5.0 Distilled: Achieving Business Agility with the Scaled Agile Framework Richard Knaster, Dean Leffingwell, Published by Addison-
Learn Often and Learn Fast
Our Goal: Build the RIGHT Product and build the Product RIGHT
Source: Agile Product and Project Management, A Step-by-Step Guide to Building the Right Products Right, by Mariya Breyter,2022
Project Team: Output Customer/Stakeholders: Outcomes
Shift in Practices and Trends
Shift in Practices and Trends
Project Teams: Customers are
Embedded
Organization: FasterOutcomes
Customers:Outcomes -Value and Benefit
Source: PMBoK Guide 7th Edition, Pg. 34
Pulse of the Profession - Beyond
Agility
Project management methodology is never one size
fits all
Adopt the approach best suited for the organization's
environment
Agile can contribute to organizational and project
success but requires several prerequisites
State of the Agile Report 2022 - Priorities for Agile Transformation
https://digital.ai/press-releases/2022-state-of-agile-report-organizations-embrace-agile-innovation-in-lobs-amid-uncertain-business-climate-but-shortfall-in-leadership-can-limit-its-success/
Accelerate time to
market (52%)
Delivery
predictability
(44%)
Lower risk (31%)
State of the Agile Report 2022 – Agile Framework Adoption
https://digital.ai/press-releases/2022-state-of-agile-report-organizations-embrace-agile-innovation-in-lobs-amid-uncertain-business-climate-but-shortfall-in-leadership-can-limit-its-success/
Scrum
58% in 2020
87% in 2022
Scaled Agile
Framework
37% in 2021
53% in 2022
Kanban
7% in 2020
56% in 2022
PMI Talent
Triange
Ref: https://www.pmi.org/-/media/pmi/documents/public/pdf/certifications/talent-triangle-flyer.pdf
Survey 1
Project Delivery Practices at Work
 I use Agile and follow 100% Agile
Practices
 I use Agile and do not follow 100% Agile
Practices
 I use Hybrid Methods (Agile + Waterfall)
 I use Waterfall/Predictive Methods
Delivery Methodology
Delivery Method – Planning Cycle
Reference: PMBOK Guide 6th Edition
Initiation Planning Execution
Monitoring and
Controlling
Closing
 Incremental – Fixed Interval
 Iterative – Flow Based
 Single Delivery with Milestones - Waterfall
 Strategic Objectives
 Programs/Projects
 Scope
 Resources
 Budget
 Timeline
 Risk and Assumptions
Delivery Strategy: Choose
Right Method
Uncertainty and Lifecycle
Source: Practice Standard for Scheduling - Third Edition
Agile
Scrum
Kanban
Scrumban
XP
Dynamic Systems
Development Method
(DSDM)
FDD
Agile@Scale
Scaled Agile
Framework (SAFe)
Disciplined Agile
(DA)
Scrum@Scale (SaS)
Large Scale Scrum
(LeSS)
Hybrid
Waterfall + Agile
Waterfall
Crystal
Delivery Methodologies / Frameworks
Agile Agile Agile Predictive Predictive Predictive
Combine Agile and predictive approaches simultaneously
Agile Agile Agile
Predictive Predictive Predictive
Agile Practice Guide, PMI
Agile followed by Predictive Rollout
Largely Predictive approach with Agile Components
Agile Agile Agile
Predictive Predictive Predictive
Largely Agile approach with Predictive Components
Predi
ctive
Predi
ctive
Predi
ctive
Agile Agile Agile
Hybrid Project Methodology Types
~80%
Using Agile
State of the Agile Report 2022 – Agile Practices
https://digital.ai/press-releases/2022-state-of-agile-report-organizations-embrace-agile-innovation-in-lobs-amid-uncertain-business-climate-but-shortfall-in-leadership-can-limit-its-success/
50% use hybrid
A combination of
Agile, waterfall or
iterative methods
25% use a
combination of
various Agile
frameworks
Hybrid Project Success
Hybrid and agile approaches significantly increase
stakeholder success over traditional approaches
Hybrid approaches were found to be similar in effectiveness to
fully agile approaches
Adoption of hybrid approaches is unlikely to disappear, and the
usage will be significant in the foreseeable future
Gemino, A., Reich, B. H., & Serrador, P. M. (2021). Agile, Traditional, and Hybrid Approaches to Project Success: Is Hybrid a Poor Second Choice? Project Management Journal, 52(2), 161–175.
https://www.pmi.org/learning/library/methodology-project-success-12977
Survey 2
I Read PMIBOK Guide 7th Edition
Yes
No
Predictable and Unpredictable Project
Elements
Project Elements / Variables by Category
Product / Service / Result
(8)
Project
(3)
Organization
(4)
Source: PMBoK Guide 7th Edition Pg. 39
Project Elements: Product/Service/Result
Requirements
Certainty
Ease of
Change
Risk
Delivery
Options
Scope
Stability
Degree of
Innovation
Regulations
Safety
Source: PMBoK Guide 7th Edition Pg. 39
A high degree of
Innovation/Team
does not have
experience
Vs
Scope and
Requirements
well understood
The project team
has worked
before
Volatile,
complex,
uncertain
Vs
Well known easy
to define
Many changes
Vs
Stable and not
likely to change
Easy to Change
Vs
Deliverables
difficult to
manage and
change
Multiple,
Periodic
deliveries
Vs
Single
Reduce risk
based on
incremental
delivery
Vs
High Risk
Less / No Safety
Requirements
Vs
Rigorous Safety
Requirements
Limited / No
Regulations
Vs
Significant
Regulatory
Oversight
Project Elements: Project
Stakeholders
Significant
Stakeholder
Involvement
Vs
Limited involvement
Schedule
Constraints
Deliver Early even if it
is not a finished
product
Vs
Final Working Product
Source: PMBoK Guide 7th Edition Pg. 40
FundAvailability
Fund Uncertainty
Vs
Dedicated funds to
deliver the final
product
Project Elements: Organization
OrgStructure
Flat structure, self
organizing teams
Vs
Many levels and
rigid reporting
structure
Culture
Empowered teams,
self-management
Vs
Command and
Control Culture
Source: PMBoK Guide 7th Edition – Pg.41
TeamSize and
Location
Each Team of 7+/- 2
Co-located
Vs
Large team size
distributed
Capability
Agile Mindset
change at all levels
of the organization
and alignment
Vs
Not aligned at all
levels
Case Study
Strategic Objective
Move all applications to the Cloud
Decommission Data Center
by Dec 2023
Project Challenges
LARGE NUMBER OF
STAKEHOLDERS BOTH
INTERNAL AND
EXTERNAL
TARGET DATE IS
FIXED
HIGH RISK AND HIGH
BUSINESS IMPACT
ALL ERP MODULES
NEEDS TO BE
MIGRATED IN ONE
RELEASE
COMPLEX INTERNAL
INTEGRATIONS WITH
OTHER DATA
SOURCES
EXTERNAL AND
THIRD-PARTY
INTEGRATIONS
SECURITY ACCESS
AND DATA EXCHANGE
FROM ON-PREM TO
CLOUD
NETWORK AND
PERFORMANCE
ISSUES
Project Elements / Variables by Order
1. Product / Service / Result
2. Project
3.Organization
Source: PMBoK Guide 7th Edition – Pg.41
Product / Service / Result
Requirements
Certainty
Ease of
Change
Risk
Delivery
Options
ScopeStability
Degree of
Innovation
A high degree of
Innovation/Team
does not have
experience
Vs
Scope and
Requirements well
understood
The project team has
worked before
Volatile, complex,
uncertain
Vs
Well known easy to
define
Many changes
Vs
Stable and not likely
to change
Easy to Change
Vs
Deliverables difficult
to manage and
change
Multiple, Periodic
deliveries
Vs
Single
Reduce risk based on
incremental delivery
Vs
High Risk
Regulations
Safety
Limited / No Safety
Requirements
Vs
Rigorous Safety
Requirements
Limited / No
Regulations
Vs
Significant Regulatory
Oversight
Cloud Vendor Evaluation /
Recommendations
Dev POC
Network Design
and Configurations
Storage /
Data Transfer
Infra and App Security
Dev Infra Build
and Testing
Stage and Prod
Env Build and Test
Dev App Migration
and Test
Stage App
Migration and Test
Regression Testing
(Automated/Manual)
User Acceptance
Testing
Pre-Cutover
Shutdown and
Migration of Apps
Post-Cutover
Smoke Test /
Go -NoGo
Change Management
Agile Waterfall
Project Elements
Stakeholders
Significant
Stakeholder
Involvement
Vs
Limited
involvement
Schedule
Constraints
Deliver Early even
if it is not a
finished product
Vs
Final Working
Product
Fund
Availability
Fund Uncertainty
Vs
Dedicated funds
to deliver the
final product
Cloud Vendor Evaluation /
Recommendations
Dev POC
Network Design
and Configurations
Storage /
Data Transfer
Infra and App Security
Dev Infra Build
and Testing
Stage and Prod
Env Build and Test
Dev App Migration
and Test
Stage App
Migration and Test
Regression Testing
(Automated/Manual)
User Acceptance
Testing
Pre-Cutover
Shutdown and
Migration of Apps
Post-Cutover
Smoke Test /
Go -NoGo
Change Management
Agile Waterfall
Cloud Vendor Evaluation /
Recommendations
Dev POC
Network Design
and Configurations
Storage /
Data Transfer
Infra and App Security
Dev Infra Build
and Testing
Stage and Prod
Env Build and Test
Dev App Migration
and Test
Stage App
Migration and Test
Regression Testing
(Automated/Manual)
User Acceptance
Testing
Pre-Cutover
Shutdown and
Migration of Apps
Post-Cutover
Smoke Test /
Go -NoGo
Change Management
Org Structure
Flat structure,
self organizing
teams
Vs
Many levels
and rigid
reporting
structure
Culture
Empowered
teams, self-
management
Vs
Command and
Control Culture
Team Size and
Location
Each Team of
7+/- 2
Co-located
Vs
Large team size
Distributed and
Not Dedicated
Teams
Capability
Agile Mindset
change at all
levels of the
organization
and alignment
Vs
Not aligned at
all levels
Organization
Agile Waterfall
Result
Delivery Method
Hybrid
Combine Agile and predictive approaches simultaneously
Agile Agile Agile
Predictive Predictive Predictive
Key
Takeaways
There No One-size-fits_all
Understand Product / Project / Org
Landscape
Choose The Right Delivery Strategy
grazie
mahalo
obrigado
terima kasih
dank u
gracias obrigada
takk
ačiū
a dank
спасибо
arigatô ‫תודה‬
Ďakujem Дякую
chnorakaloutioun
xвала
tack
děkuji
dziękuję
Баярлалаа
ευχαριστώ
grazzi
감사합니다
ngiyabonga
choukrane
paldies
merci
kop khun
diolch
hvala
danke
shukran
faleminderit
dankie
mulţumes
blagodaria
gràcies
Xièxiè
shukriya
tak
kiitos
teşekkür ederim
nandri
köszönöm
tänan
thank you
dhanyavād
благодаря
Благодарам
salamat
https://www.linkedin.com/in/kaalidass
@kdass kdass@cisco.com

Effective Delivery Strategies to handle predictable and unpredictable project elements

  • 1.
    Effective Delivery Strategiesto handle predictable and unpredictable project elements Dr. Kaali Dass, PMP, PhD Mar 16th 2023
  • 2.
    Agenda  Modern ProjectManagement & Trends  Delivery Methodology  Predictable and Unpredictable Project Elements  Case Study  Q & A
  • 3.
  • 4.
    Agility The ability tocompete and thrive in the digital age by quickly responding to market changes and emerging opportunities with innovative business solutions. Achieving business agility requires that everyone involved in delivering solutions use Lean and Agile practices to continually create innovative, high-quality products and services faster than the competition. Agile A mindset, a way of thinking, a framework for action taking, a goal, and a journey to more contingent processes, higher performance, and potentially greater value creation. Source: On Becoming Agile, Daniel J. Power, Ciara Heavin, 2021 and SAFe 5.0 Distilled: Achieving Business Agility with the Scaled Agile Framework Richard Knaster, Dean Leffingwell, Published by Addison- Learn Often and Learn Fast
  • 5.
    Our Goal: Buildthe RIGHT Product and build the Product RIGHT Source: Agile Product and Project Management, A Step-by-Step Guide to Building the Right Products Right, by Mariya Breyter,2022 Project Team: Output Customer/Stakeholders: Outcomes Shift in Practices and Trends
  • 6.
    Shift in Practicesand Trends Project Teams: Customers are Embedded Organization: FasterOutcomes Customers:Outcomes -Value and Benefit Source: PMBoK Guide 7th Edition, Pg. 34
  • 7.
    Pulse of theProfession - Beyond Agility Project management methodology is never one size fits all Adopt the approach best suited for the organization's environment Agile can contribute to organizational and project success but requires several prerequisites
  • 8.
    State of theAgile Report 2022 - Priorities for Agile Transformation https://digital.ai/press-releases/2022-state-of-agile-report-organizations-embrace-agile-innovation-in-lobs-amid-uncertain-business-climate-but-shortfall-in-leadership-can-limit-its-success/ Accelerate time to market (52%) Delivery predictability (44%) Lower risk (31%)
  • 9.
    State of theAgile Report 2022 – Agile Framework Adoption https://digital.ai/press-releases/2022-state-of-agile-report-organizations-embrace-agile-innovation-in-lobs-amid-uncertain-business-climate-but-shortfall-in-leadership-can-limit-its-success/ Scrum 58% in 2020 87% in 2022 Scaled Agile Framework 37% in 2021 53% in 2022 Kanban 7% in 2020 56% in 2022
  • 10.
  • 11.
    Survey 1 Project DeliveryPractices at Work  I use Agile and follow 100% Agile Practices  I use Agile and do not follow 100% Agile Practices  I use Hybrid Methods (Agile + Waterfall)  I use Waterfall/Predictive Methods
  • 12.
  • 13.
    Delivery Method –Planning Cycle Reference: PMBOK Guide 6th Edition Initiation Planning Execution Monitoring and Controlling Closing  Incremental – Fixed Interval  Iterative – Flow Based  Single Delivery with Milestones - Waterfall  Strategic Objectives  Programs/Projects  Scope  Resources  Budget  Timeline  Risk and Assumptions Delivery Strategy: Choose Right Method
  • 14.
    Uncertainty and Lifecycle Source:Practice Standard for Scheduling - Third Edition
  • 15.
    Agile Scrum Kanban Scrumban XP Dynamic Systems Development Method (DSDM) FDD Agile@Scale ScaledAgile Framework (SAFe) Disciplined Agile (DA) Scrum@Scale (SaS) Large Scale Scrum (LeSS) Hybrid Waterfall + Agile Waterfall Crystal Delivery Methodologies / Frameworks
  • 16.
    Agile Agile AgilePredictive Predictive Predictive Combine Agile and predictive approaches simultaneously Agile Agile Agile Predictive Predictive Predictive Agile Practice Guide, PMI Agile followed by Predictive Rollout Largely Predictive approach with Agile Components Agile Agile Agile Predictive Predictive Predictive Largely Agile approach with Predictive Components Predi ctive Predi ctive Predi ctive Agile Agile Agile Hybrid Project Methodology Types
  • 17.
    ~80% Using Agile State ofthe Agile Report 2022 – Agile Practices https://digital.ai/press-releases/2022-state-of-agile-report-organizations-embrace-agile-innovation-in-lobs-amid-uncertain-business-climate-but-shortfall-in-leadership-can-limit-its-success/ 50% use hybrid A combination of Agile, waterfall or iterative methods 25% use a combination of various Agile frameworks
  • 18.
    Hybrid Project Success Hybridand agile approaches significantly increase stakeholder success over traditional approaches Hybrid approaches were found to be similar in effectiveness to fully agile approaches Adoption of hybrid approaches is unlikely to disappear, and the usage will be significant in the foreseeable future Gemino, A., Reich, B. H., & Serrador, P. M. (2021). Agile, Traditional, and Hybrid Approaches to Project Success: Is Hybrid a Poor Second Choice? Project Management Journal, 52(2), 161–175. https://www.pmi.org/learning/library/methodology-project-success-12977
  • 19.
    Survey 2 I ReadPMIBOK Guide 7th Edition Yes No
  • 20.
  • 21.
    Project Elements /Variables by Category Product / Service / Result (8) Project (3) Organization (4) Source: PMBoK Guide 7th Edition Pg. 39
  • 22.
    Project Elements: Product/Service/Result Requirements Certainty Easeof Change Risk Delivery Options Scope Stability Degree of Innovation Regulations Safety Source: PMBoK Guide 7th Edition Pg. 39 A high degree of Innovation/Team does not have experience Vs Scope and Requirements well understood The project team has worked before Volatile, complex, uncertain Vs Well known easy to define Many changes Vs Stable and not likely to change Easy to Change Vs Deliverables difficult to manage and change Multiple, Periodic deliveries Vs Single Reduce risk based on incremental delivery Vs High Risk Less / No Safety Requirements Vs Rigorous Safety Requirements Limited / No Regulations Vs Significant Regulatory Oversight
  • 23.
    Project Elements: Project Stakeholders Significant Stakeholder Involvement Vs Limitedinvolvement Schedule Constraints Deliver Early even if it is not a finished product Vs Final Working Product Source: PMBoK Guide 7th Edition Pg. 40 FundAvailability Fund Uncertainty Vs Dedicated funds to deliver the final product
  • 24.
    Project Elements: Organization OrgStructure Flatstructure, self organizing teams Vs Many levels and rigid reporting structure Culture Empowered teams, self-management Vs Command and Control Culture Source: PMBoK Guide 7th Edition – Pg.41 TeamSize and Location Each Team of 7+/- 2 Co-located Vs Large team size distributed Capability Agile Mindset change at all levels of the organization and alignment Vs Not aligned at all levels
  • 25.
  • 26.
    Strategic Objective Move allapplications to the Cloud Decommission Data Center by Dec 2023
  • 27.
    Project Challenges LARGE NUMBEROF STAKEHOLDERS BOTH INTERNAL AND EXTERNAL TARGET DATE IS FIXED HIGH RISK AND HIGH BUSINESS IMPACT ALL ERP MODULES NEEDS TO BE MIGRATED IN ONE RELEASE COMPLEX INTERNAL INTEGRATIONS WITH OTHER DATA SOURCES EXTERNAL AND THIRD-PARTY INTEGRATIONS SECURITY ACCESS AND DATA EXCHANGE FROM ON-PREM TO CLOUD NETWORK AND PERFORMANCE ISSUES
  • 28.
    Project Elements /Variables by Order 1. Product / Service / Result 2. Project 3.Organization Source: PMBoK Guide 7th Edition – Pg.41
  • 29.
    Product / Service/ Result Requirements Certainty Ease of Change Risk Delivery Options ScopeStability Degree of Innovation A high degree of Innovation/Team does not have experience Vs Scope and Requirements well understood The project team has worked before Volatile, complex, uncertain Vs Well known easy to define Many changes Vs Stable and not likely to change Easy to Change Vs Deliverables difficult to manage and change Multiple, Periodic deliveries Vs Single Reduce risk based on incremental delivery Vs High Risk Regulations Safety Limited / No Safety Requirements Vs Rigorous Safety Requirements Limited / No Regulations Vs Significant Regulatory Oversight Cloud Vendor Evaluation / Recommendations Dev POC Network Design and Configurations Storage / Data Transfer Infra and App Security Dev Infra Build and Testing Stage and Prod Env Build and Test Dev App Migration and Test Stage App Migration and Test Regression Testing (Automated/Manual) User Acceptance Testing Pre-Cutover Shutdown and Migration of Apps Post-Cutover Smoke Test / Go -NoGo Change Management Agile Waterfall
  • 30.
    Project Elements Stakeholders Significant Stakeholder Involvement Vs Limited involvement Schedule Constraints Deliver Earlyeven if it is not a finished product Vs Final Working Product Fund Availability Fund Uncertainty Vs Dedicated funds to deliver the final product Cloud Vendor Evaluation / Recommendations Dev POC Network Design and Configurations Storage / Data Transfer Infra and App Security Dev Infra Build and Testing Stage and Prod Env Build and Test Dev App Migration and Test Stage App Migration and Test Regression Testing (Automated/Manual) User Acceptance Testing Pre-Cutover Shutdown and Migration of Apps Post-Cutover Smoke Test / Go -NoGo Change Management Agile Waterfall
  • 31.
    Cloud Vendor Evaluation/ Recommendations Dev POC Network Design and Configurations Storage / Data Transfer Infra and App Security Dev Infra Build and Testing Stage and Prod Env Build and Test Dev App Migration and Test Stage App Migration and Test Regression Testing (Automated/Manual) User Acceptance Testing Pre-Cutover Shutdown and Migration of Apps Post-Cutover Smoke Test / Go -NoGo Change Management Org Structure Flat structure, self organizing teams Vs Many levels and rigid reporting structure Culture Empowered teams, self- management Vs Command and Control Culture Team Size and Location Each Team of 7+/- 2 Co-located Vs Large team size Distributed and Not Dedicated Teams Capability Agile Mindset change at all levels of the organization and alignment Vs Not aligned at all levels Organization Agile Waterfall
  • 32.
    Result Delivery Method Hybrid Combine Agileand predictive approaches simultaneously Agile Agile Agile Predictive Predictive Predictive
  • 33.
    Key Takeaways There No One-size-fits_all UnderstandProduct / Project / Org Landscape Choose The Right Delivery Strategy
  • 34.
    grazie mahalo obrigado terima kasih dank u graciasobrigada takk ačiū a dank спасибо arigatô ‫תודה‬ Ďakujem Дякую chnorakaloutioun xвала tack děkuji dziękuję Баярлалаа ευχαριστώ grazzi 감사합니다 ngiyabonga choukrane paldies merci kop khun diolch hvala danke shukran faleminderit dankie mulţumes blagodaria gràcies Xièxiè shukriya tak kiitos teşekkür ederim nandri köszönöm tänan thank you dhanyavād благодаря Благодарам salamat
  • 35.

Editor's Notes

  • #13 Considerations for selecting a development approach (pg. 39)