Effectlvs Complex
Projecl Management
An Adaptive Agile Framework for
Delivering Business Value
Foreword by Kathleen Hass v
About the Author xvii
WAV™ Page xix
Chapter 1 Introduction to The Adaptive Complex
Project Framework 1
Chapter Learning Objectives 1
The Need For an Adaptive Complex Project
Framework 2
A Historical Perspective 3
Foundations of The Adaptive Complex Project
Framework 5
What Is in a Name? 5
Effective Complex Project Management Is Organized
Common Sense 10
Project Ideation Phase 11
Project Set-up Phase 13
Project Execution Phase 14
ACPF and PMBOK® Guide Compatibility 15
ACPF Alignment 16
Using the ACPF in Your Organization 18
Putting It All Together 19
Chapter 2 The Complex Project Landscape and
Business Challenges 21
Chapter Learning Objectives 21
The Complex and Uncertain Business Environment 22
Business Climate 24
Market Opportunities 25
Enterprise Capacity 25
Objectives, Strategies, and Tactics Model 26
The Project Landscape 31
What Is a Complex Project? 33
Characteristics of Complex Project Management 34 xi
xii Effective Complex Project Management: An Adaptive Agile Framework
What Is a Complex Project Team? 37
What Is a Complex Project Manager? 38
Where Do Complex Project Managers Come From? 40 How Should We Develop Complex Project Managers? 40
The ACPF Scope Triangle 41
Scope 42 Time 43 Cost 43 Quality 44 Resource Availability 44 Risk 44
Envisioning the ACPF Scope Triangle as a System in Balance 44
Applying the ACPF Scope Triangle 45
Business Challenges in a Complex and Uncertain Global Climate .... 46
Putting It all Together 48
Chapter 3 Overview of The Adaptive Complex
Project Framework 49
Chapter Learning Objectives 49
Background of The Adaptive Complex Project
Framework 51
What Does the ACPF Contain? 52
ACPF Process Flow Diagram 53
Project Ideation Phase 55
Project Set-up Phase 57
Project Execution Phase 61
ACPF Feedback Loop from Client Checkpoint to Choose
PMLC Model Type 63
Adapting or Changing the PMLC Model Template Düring
Project Execution 65
Variations 67
Putting It all Together 71
Chapter 4 Adaptive Complex Project Framework:
Project Ideation Phase 73
Chapter Learning Objectives 73
Adaptive Complex Project Framework: Project
Ideation Phase 74
Step 1: Develop The ACPF Business Case 74
What Is an ACPF Business Case? 76
The ACPF Brainstorming Process 76
Analyze the Alternative Projects 80
Prioritize the Alternative Projects 83
Select the Project to be Proposed 89
Use ACPF Brainstorming in the Project Execution Phase 89
Step 2: Elicit Requirements 89
Definition of ACPF Requirements 89
Stakeholder Participation in Requirements Elicitation 91
Conditions of Satisfaction 94
Requirements Breakdown Structure 98
Elicitation and Decomposition of ACPF Requirements 100 Representing Requirements: The Requirements Breakdown
Structure 100
Approaches to Requirements Elicitation and Decomposition 103 Choosing a Requirements Elicitation Approach 107
Elicit and Document Requirements 108
Step 3: Write a Project Overview Statement 111 Definition of the Project Overview Statement 111
Seek StageGate #1 Approval 115
Putting It all Together 115
Chapter 5 Adaptive Complex Project Framework:
Set-up Phase 117
Chapter Learning Objectives 117
Complex Project Set-up Phase 118
Step 4: Determine Project Quadrant 121
Traditional Project Management 123
Agile Project Management 127
Extreme and Emertxe Project Management 128
Step 5: Choose The Best Fit PMLC Model 130
Traditional Project Management Models 131
Agile Project Management Models 135
Adaptive PMLC Model Types 150
Extreme PMLC Model Types 150
When to Use a Specific PMLC Model 150
Step 6: Assess Project Characteristics 153
Step 7: Choose And Modify The Specific
PMLC Model 155
Which Specific PMLC Model is the Closest Fit? 155 Should the Chosen PMLC Model be Adjusted for Better
Alignment? 155
xiv Effective Complex Project Management: An Adaptive Agile Framework
Delivering Business Value In A Complex Project
Landscape 156
Putting It all Together 158
Chapter 6 Adaptive Complex Project Framework:
Execution Phase 159
Chapter Learning Objectives 159
Steps Of The ACPF Execution Phase 160
Step 8: Define The Version Scope 163
Defining the Goal ofThis Version 163
Create a High-level Plan 166
Establish Team Operating Rules 169
Scope Bank 174
Cycle Scope Changes 176
Issue Tracking and Resolution 180
Issues Log 181
Step 9: Plan Next Cycle 182
Swim Lanes 182
Types of Swim Lanes 185
Cycle Flanning 187
Types of Deliverables in the Cycle Plan 190
Develop a RASCI Matrix forThis Cycle 202
StageGate #3 202
Step 10: Build Next Cycle Deliverables 202
Execute the Cycle Build Plan 202
Ending a Cycle Build 204
Step 11: Conduct Client Checkpoint 205
Input Data 207
Process 221
Output Data 225
Step 12: Close The Version 227
Client Acceptance 227
Release Strategies 227
Installing Deliverables 228
Conducting the Post-Version Audit 229
Writing the Final Version Report 232
Celebrating Success 232
Observations on The Next Version 232
Putting It all Together 233
Chapter 7 Establishing and Sustaining Meaningful
Client Involvement 235
The Importance Of Meaningful Client Involvement 236 A Practica! Model For Meaningful Client
Involvement 238
What if the Client Team Does Not Understand the ACPF? 239 What if You Can't Get the Client to Be Meaningfully Involved? .... 241 What if the Client Is Hesitant to Get Involved? 242 What if the Client Wants to Get Too Involved? 242
Stakeholder Management 243
A Real Life Example 246
Challenges To Attaining And Sustaining Meaningful
Client Involvement 247
Always Use the Language of the Client 248
Maintain a Continuous Brainstorming Culture 248
Use a Co-project Manager Model 248
Establish an Open and Honest Team Environment 250
Putting It all Together 250
Chapter 8 Implementing Your Adaptive Complex
Project Framework 251
Chapter Learning Objectives 251
Overview of an ACPF Implementation 252
Characteristics of an ACPF Implementation 254 What Is The Current State of Project Management
In Your Organization? 256
What Is The Desired End State of Project
Management In Your Organization? 258
A Successful ACPF Project Environment 259
Balance Among Staff, Process, and Technology 260 How Will Your Organization Reach its Desired
End State? 262
Establish a Project Support Office 264
Develop and Execute an Evolutionary Transition Plan 269 How Will Your Organization Measure Progress
To ward Its End State? 273
How Will Your Organization Improve Its ACPF
Environment? 273
Agile Project Portfolio Management Process 274
Project Life Cycle Stages 276
Complex Project Manager Position Family 278 A Career and Professional Development Program 282
The ACPF Project Review Process 291
xvi Effective Complex Project Management: An Adaptive Agile Framework
Chapter 9 Frequently Asked Questions 295
Chapter Learning Objectives 295
Frequently Asked Questions 296
Putting It all Together 303
Appendix A ACPF Acronyms 305
Appendix B Case Study: Workforce and Business Development
Center 309
The Case Problem 309
The Case Solution 310
The WBDC Learning Environment 312
Business and Entrepreneur Environment 314
Student and Worker Environment 314
Business Incubation Center 315
The WBDC Model Linkages 316
Features of the WBDC Model 318
The WBDC Model Deployment Strategy 320
Appendix C References and Further Reading 321