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Tag Archives: Project

Project Management – A Historical Timeline

Our latest paper, Project Management – A Historical Timeline has been published in the January edition of PM World Journal. Read the full journal free of charge at: https://pmworldjournal.com/

The objective of the historical timeline is to put the development of management, and project management capabilities into the wider flow of history for the period from 1000 CE to 2020 CE. This has been done by tabulating some of the significant events in history, with the advances in management thinking documented in our PM history papers, and a brief selection of important engineering and other achievements. The selection may be idiosyncratic but I’m happy to add other important events – just comment or (preferred) send an email with your ideas.

The intent of this exercise, to quote Joseph Priestley (1733 – 1804) is that a well-constructed timeline becomes “a most excellent mechanical help to the knowledge of history”, and may identify cross linkages that may be worth further research – history does not occur in isolation. Other coincidences may be simply interesting, for example Henri Fayol (France) and Henry Gantt (USA) both published significant books on the management of factories in 1916 while World War 1 was raging. 

The full paper (with updates) can be downloaded from: https://mosaicprojects.com.au/PDF_Papers/P212_Historical_Timeline.pdf

For more on the history of project management and its allied disciplines see: https://mosaicprojects.com.au/PMKI-ZSY.php

Delivering Expert Evidence is Becoming Harder

Delivering effective Expert Evidence is becoming harder, at least in the UK, Australia and most likely other Commonwealth jurisdictions.  Traditionally the role of a Judge was to apply the law to the evidence presented by the parties to a dispute. In the case of expert evidence, this could include expert opinion, and where experts disagree, the Judge could choose one expert’s views over another, or combine the views. This approach seems to be changing with significant implications for the experts when preparing their reports and evidence.

It now seems acceptable in the UK and Australia that ‘the court is not compelled to choose only between the rival approaches and analyses of the experts. Ultimately it must be for the court to decide [what occurred] as a matter of fact… from a common-sense perspective’.

Our latest article: Delivering Expert Evidence is Becoming Harder discusses a number of recent judgements that seem to have re-framed the challenge of delivering effective expert evidence in the UK, Australia and potentially many other jurisdictions. Download the article from: https://mosaicprojects.com.au/PMKI-ITC-020.php#Process2

CPM Schedules have limited use in horizontally distributed projects

Our recently uploaded presentation Scheduling Challenges in Horizontally Distributed Projects looks at the challenges of scheduling, managing, and claiming delays in, horizontally distributed projects. The issues in this type of project are similar to the problems encountered in managing project being delivered using an Agile approach using traditional forms of contract. The presentation linked below is the start of a journey, we have a series of in-depth papers planned for 2023 – watch this space. 

Horizontally distributed projects have two dominant characteristics, the majority of the work is comprised of a series of physically separated units that are similar or identical in design, and the logical dependencies between the different units are either non-existent or minimal (think of an off-shore wind farm). In this type of project, most of the components are identical and can be used anywhere, which means the work can be planned in almost any sequence, and that sequence can be easily changed at almost any time. This type of project is not well supported by either traditional CPM scheduling, ‘line of balance’, or other traditional project controls paradigms. The challenge is compounded by the fact that some projects are suited to the underlaying principle in CPM that there is one best way to plan and deliver the works, others (typically distributed and/or agile) have no pre-set requirements for the work sequence and others have some level of mandated logical sequence that affects some parts of the work, but not others.

We suggest the primary consideration in planning and managing a distributed project is optimising resource flows. The consequences of re-sequencing if needed are not based around traditional CPM logic, rather the loss in resource efficiency which is much more difficult to assess and measure. This is particularly true when you need to separate productive efficiencies under the control of the contractor from disruption caused by the re-sequencing.

This initial presentation defines the concept of a horizontally distributed project, and then based on some practical examples, highlights the challenges of assessing delay and disruption based on traditional paradigms of CPM scheduling. It will conclude by offering suggested ways to adapt project controls and contractual requirements to provide a sensible assessment of project delays.

This sets the framework for the papers we have planned for 2023 which will:

  1. Generalize the problem and consider the scheduling Challenges in Agile and distributed projects
  2. Develop options for predicting completion in Agile and distributed projects drawing on a range of alternatives in both Agile and other methodologies.
  3. Consider the challenges faced by tribunals and courts in assessing delays in Agile and distributed projects 

Download the initial presentation from:  https://mosaicprojects.com.au/PMKI-SCH-010.php#Issues-A+D

The Evolution of Project Management – Final

Following publication of our initial thinking on the evolution of project management from earliest times to the present, a final paper has been uploaded to the Origins, and trends in, modern project management section of our website.  

This paper identified two waves of development in the sophistication of the management of projects, the first from pre-history through to the Romans (Western Empire), the second from the dark ages, through to the present.  Project control tools seem to have had little effect on this evolution until the start of the 20th century. 

Download The Evolution of Project Management

Project Controls Expo Australia 2022

I will be busy helping run PGCS 2022 in Canberra next week (16th to 18th August).  It is shaping up to be a great event with over 400 people signed up to attend: https://www.pgcsymposium.org.au/  Then my focus will shift to Project Controls Expo Australia 2022! https://projectcontrolexpo.com/aus/

Project Controls Expo Australia 2022 will run in Melbourne from 29th to 30th November and has a packed program totally focused on project controls.  I will be busy on both days:

On the 29th in the ‘back to basic’s zone’ my session is: EVM – it’s not as hard as you think! This session will look at establishing and operating and running an EVMS, based on Australian Standard AS4817:2019 (the Australian adoption of ISO 21508), using simple tools. The session will briefly cover:
–  Understanding EVM, what it is, and what it is not.
–  Define the key elements and objectives of EVM
–  Demonstrate the creation, and use of EVM on a small bridge project.

 If you cannot make the session most of the information is available from: https://mosaicprojects.com.au/PMKI-SCH-040.php#Overview 

Then on the 30th I will be looking at a major challenge to traditional CPM and forensic assessment in: Scheduling Challenges in Horizontally Distributed Projects

The challenges of scheduling, managing, and claiming delays in, ‘horizontally distributed projects’ are not well supported by traditional project controls paradigms.

Horizontally distributed projects have two dominant characteristics, the majority of the work is comprised of a series of physically separated units that are similar or identical in design, and the logical dependencies between the different units are either non-existent or minimal (think of an off-shore wind farm).

In this type of project, most of the components are identical and can be used anywhere, which means the work can be planned in almost any sequence, and that sequence can be easily changed at almost any time. This type of project is not well supported by either traditional CPM, or ‘line of balance’ scheduling.

The primary consideration in planning is optimizing resource flows, and the consequences of re-sequencing are not based around traditional CPM logic, rather the loss in resource efficiency which is much more difficult to assess and measure. Particularly when you need to separate productive efficiencies under the control of the contractor from disruption caused by re-sequencing.

This presentation will define the concept of a ‘horizontally distributed project’, and then based on some practical examples, highlight the challenges of assessing delay and disruption based on traditional paradigms of CPM scheduling.  It will conclude by offering suggested ways to adapt project controls and contractual requirements to provide a sensible assessment of project delays. As soon as PGCS is over, finishing the research and writing this presentation is my next challenge.

More to follow on this.

The Origins + History of Earned Value Management

The publication of The Origins and History of Earned Value Management in the August edition of PM World Journal (Vol. XI, Issue VIII) marks the end (almost) of a long journey.

This paper looks at the creation of earned value management (EVM) in the 1960s and its development and evolution through to the 2020s. However, the concept of EVM did not suddenly appear, the foundations of EVM were laid by previous generations, this paper demonstrates EVM is a synthesis of ideas and concepts some of which are hundreds of years old. The four precursors to EVM are the use of computers to calculate time schedules (CPM and PERT), sophisticated engineering cost controls, the use of breakdown structures to aid management, and the emergence of the concept of modern project management.   

The use of computers to analyze project schedules in the late 1950s brought science to the management of time. There was a strong desire in the US Government for similar levels of sophistication to be applied to cost management on defense projects. This was the catalyst for the development of EVM in the early 1960s. The development of scheduling is traced in the papers listed in The History of Scheduling.

The discipline of engineering cost management was well established in the early part of the 20th century and its roots are much older. The limitation was the process of cost control using paper based manual systems tended to be retrospective. The development of cost engineering is traced in The History Cost Controls.  

The idea of using breakdown structures to define, and then control, work also has a very long history. The Work Breakdown Structure (WBS) is at the heart of EVM. The development of the WBS is described in The Origin of Work Breakdown Structures (WBS)

Finally, a project controls system needs a defined project to control. The concept of modern project management is relatively new, although again its roots are very deep. Its development is traced in Origins, and trends in, modern project management

When these different strands of development were brought together in the USA in the 1960s, EVM emerged. Tracing each of the histories outlined above has been a fascinating journey.  The papers and many of the source materials are freely available to download from the history section of the Mosaic website: https://mosaicprojects.com.au/PMKI-ZSY.php.

The problem with studying history is every time you look at something, there’s other interesting facets to analyze and research. I have identified two areas where I’m likely to go next (but not for a few months):
–  Documenting the early mainframe computer software that was used for CPM, PERT and EVM.
–  In March 2023 Earned Schedule will be 20 years old, its development and the challenges will make an interesting story.

In the meantime download and enjoy The Origins and History of Earned Value Management: https://mosaicprojects.com.au/PDF_Papers/P207_EVM_History.pdf

And…. If you find any errors, or have additional information let me know. I routinely update these papers as new information comes to light. 

Everything old is new again – especially when there is a $ to be made………..

Following on from a post by Raphael M Dua (Raf) in LinkedIn, the number of people posting about their ‘new’ way to solve project scheduling and controls issues seems to be expanding.  The problem is most of their claims are false and misleading.

Some of the most frequent claims are around lean construction management the advocates claim they can solve your project scheduling problems (for a fee) because:

  • Lean construction management has introduced the concept of using input from the first line supervisors to plan the work. While this is a really good idea it is far from ‘new’….  Go back to 2009 and the concept of ‘last planner’ was floating around (and making the same claims), see The Last Planner and other Old Ideas.  Go back even further to the 1970s and major construction companies such as Bechtel and Fluor were applying schedule levels. The Level 5 schedules were short-term ‘look-ahead’ schedules developed every couple of weeks that considered in detail the work for the next month.  These schedules were developed by the foremen and subcontractors responsible for the work, based on the resources available on site to do the work. See more on Schedule Levels.
  • Lean construction management considers resource availability and CPM cannot analyze resources. This is a blatant lie. Every CPM scheduling tool from Microsoft Project to Primavera has the capability to analyze resource. Most have multiple options for scheduling activities against resource availabilities. The image is from a Primavera (P6) training course.  The simple fact is CPM scheduling tools have included resource levelling since the mainframe scheduling tools of the early 1960s.

I’m not sure if the proponents of lean construction making these claims are simply ignorant of the existing capabilities, or making dishonest claims for commercial gain.  But the problems they are claiming to solve are significant and won’t be helped by this type of false narrative.  The core issues appear to be:

  1. A large number of CPM schedules don’t include resources and the projects fail (the USA GAO is addressing this by demanding a resource loaded schedule on all government projects above a defined size). The root causes are untrained schedulers (being taught how to run software is not the same as teaching people how to be effective schedulers….) and the contractor’s management being unwilling to invest in developing the skills and allocate the time and resources needed to develop a comprehensive resource loaded schedule.
     
  2. The inability of main/head contractors to rely on subcontractors supplying adequate levels of resource at the time needed. This is a price and supply chain issues that has been around for decades – see the Latham report from 1994.
    .
  3. The lack of improvement in resource management techniques for the last 40+ years – there are better options than CPM scheduling, see Resource Optimization at: https://mosaicprojects.com.au/PMKI-SCH-013.php#Process5

Until people actually address these core issues spending money on another fad solution won’t change anything.

I cannot do much to solve the cultural issues outlined above, but my Book Easy CPM goes a long way towards providing the knowledge framework needed to develop a skilled scheduler after they have learned to drive a scheduling tool: https://mosaicprojects.com.au/shop-easy-cpm.php   

Do project plans predict or create the future?

Our latest article, Is Planning Predictive or Persuasive suggests that project controls staff and management place too much emphasis on attempting to develop the ‘perfect plans’ that accurately predicts future outcomes (a passive process that is doomed to failure), and not enough on using the planning and scheduling processes to proactively influence the direction of the project’s future work.

Download Is Planning Predictive or Persuasive from: https://mosaicprojects.com.au/Mag_Articles/AA019_Is_Planning_Predictive_or_Persuasive.pdf

Sizing EVM Work Packages

Following on from my last post EVM – Six things’ people don’t get! I’m seeing far too many examples of EVM systems that are set up to fail, either because the people doing the work think the WBS should reflect the project chart of accounts or the WBS should be part of the schedule. Both are a recipe for failure! However, like most people with a good understanding of EVM, and almost all of the books, in the first article I did not explain why this is the case.

Correcting this omission is the focus of my latest article EVM – Sizing Work Packages.  This article shows why the basic requirement for a work package are that is it big enough to have a manager appointed with the authority to manage the full scope of the work (cost, time, quality, etc), and that it will be open long enough to allow management control to be exercised. 

The example I used in Sizing Work Packages was a theoretical $15 million, 10-month project to design and construct a rail bridge.  The schedule for this size of project would likely be in the region of 100 to 200+ activities (maybe more).  While the project cost controls would likely contain around 50 to 150+ line items. In both of these controls tools this level of detail is needed for effective control. However, for the same project, an effective EVM system needs around 10 work packages laid out in a block diagram they would cover:

These ten work packages are of a sensible size, they are likely to align with a typical management structure, summary activities in the project schedule and the project cost system. Assuming the data transfer from these other systems is robust, the work packages are capable of being rigorously assessed and controlled using standard EVM metrics in a straightforward spreadsheet.

For more on Sizing Work Packages and pragmatic EVM, see Mosaic’s EVM and ES webpage: https://mosaicprojects.com.au/PMKI-SCH-040.php

The Evolution of Project Management

The publication of the PMBOK® Guide sixth edition at the beginning of September[1], and the decision last week by ISO committee TC258 to revise ISO standard 21500 should mark the end of an era in the development of project management. For most of the last 50 years, the dominant view of project management associations has been that project management is a generally transferable skill. This has resulted in the view that ‘project management’ can be represented by a single ‘BoK’ (Body of Knowledge), a single ‘competency baseline’ and capability can be demonstrated by passing a single credential or certification. However, whilst the PM professional associations have advocated this view, the job market has always retained a focus on different industry experience – you don’t get an IT project manager’s job without IT experience.

As outlined above, from the emergence of ‘modern project management’ in the 1960s[2] the predominant view of the professional associations and most academics and practitioners has been that ‘project management’ is a single discipline with transferrable skills. A single qualification framework is appropriate and the skills and techniques are generally applicable across all industries.  However, in the years between the 1960s and the 2000s, as different industries and disciplines progressively adopted the concept of ‘project management’ this holistic view has become increasingly stressed.

The future suggested in this post still sees project management as a single discipline focused around some high-level objectives; but rather than having a single set of generally accepted good practices applicable to most projects most time, the emerging discipline needs to be capable of embracing a range of different approaches to project management and a diverse toolbox of techniques that can be mixed and matched to optimise the creation of the project’s deliverables.

Project management literature has identified at least three key dimensions to project management:

  1. An ‘adaptive/agile’ approach -v- a disciplined structured approach.
  2. The size, scale, and difficulty associated with the work of the project.
  3. Simple relatively predictable projects -v- complex projects with emergent properties.

In addition to these parameters (mapped in the diagram above), there is also the degree of certainty associated with the work, the technical complexity of the product, and the attitude of the stakeholder community[3].

It’s time for a change.

The project management techniques needed to manage different types of project vary enormously; for example:

  • The optimum approach to managing a relatively small, simple project to upgrade a website may benefit from an adaptive/Agile approach to managing the work and should only require a ‘light touch’ to control the work;
  • Contrast this to the disciplined approach needed to design and build a new chemical plant where not only do complicated parts need to be manufactured to precise dimensions months in advance and shipped halfway around the world, but the work has to be carefully managed and the parts assembled in a precise sequence to allow all bits to be fitted together properly in a safe working environment.

Both these endeavours are projects, but the project management techniques needed for success are dramatically different. Even within the one project, some elements may benefit from an ‘agile’ approach to the work (eg, systems integration), while other elements of the work will require a very disciplined approach to achieve success – building space rockets really does require ‘rocket science’.

The challenge facing the project management profession and project management academics is first defining the common core of project management, and then adapting the approach to developing and documenting the overall project management body of knowledge in a way that recognises the core commonality of being ‘a project’ whilst allowing different approaches to the management of the work. And once these foundations are in place, flowing these concepts through into documented standards, knowledge frameworks and certifications. In the 21st century a ‘one size fits all’ approach to the management of projects is no longer appropriate.

PMI has started down this path, they have agile certifications and have included both tailorability and agile concepts into the 6th edition of the PMBOK® Guide. Developments in the ISO space are also moving towards this integrated but separated approach to managing different types of projects. ISO 21500 Guidance on Project Management, is being updated and transformed into a higher level ‘management standard’, if this development is successful, in the future a series of implementation guides can be foreseen focused on different types, sizes and phases of project development and delivery.

What’s missing at the moment is a holistic and agreed understanding precisely what a project actually is[4] (this will segregate project management from other forms of management), and then a framework for distinguishing the different types of project that exist within the overall frame of being ‘a project’, but requiring different styles of project management. Some of the multitude of factors that need to be considered include:

  • The inherent size of the project usually measured in terms of value;
  • The degree of technical difficulty in creating the output (complication) caused by the characteristics of the project’s work and its deliverables, or the time-frame the deliverables are required within;
  • The degree of uncertainty involved in the project;
  • The degree of complexity associated with the work and the stakeholder relationships;
  • The difference between client project management and contractor project management;
  • The various methodologies and strategic approaches to managing the project and developing the product (Agile, PRINCE2, etc);
  • The maturity of the environment in which the project is being delivered (developing economies/organisations -v- mature economies/organisations); and
  • The difference between project, program and portfolio management.

The common core

The core element of all projects is the intentional ‘temporariness’ of the team (organisation) set up to deliver the project. The ‘temporary organisation’ is given an objective to create a deliverable for a client and then to shut down efficiently; in addition, there is an intention on the part of most key stakeholders to treat the work as a ‘project’. This means the project has to be started (initiated), the work planned, then undertaken, and on completion the temporary organisation has to be closed – and of course, all of these activities need monitoring and controlling.

Where 21st century project management needs to diverge from the doctrines of the last century is in the way these overarching objectives are achieved – defining 44 or 49 processes as ‘generally accepted best practices’ is no longer appropriate.  The concept of ‘project management’ needs to be able to adapt to very different approaches, allow the project team to select from a toolbox of ‘useful techniques and methodologies’ and then encourage the teams to craft the processes they actually use to optimise the delivery of the project’s outputs to its clients.

Achieving this will require a different approach to developing standards, a different approach to training and qualifying practitioners and the creation of very different communities within the profession that encourages cohesion whilst embracing diversity of practice.

It will be interesting to see if our profession is up to the challenges.

_____________________________

[1] PMBOK® Guide 6th Edition available in Australia: https://mosaicprojects.com.au/shop-pmbok-guide-6th-ed.php

[2] For more on the origins of ‘modern project management’ see: http://www.mosaicprojects.com.au/PDF_Papers/P050_Origins_of_Modern_PM.pdf

[3] For more on the dimensions of project management see: http://www.mosaicprojects.com.au/WhitePapers/WP1072_Project_Size.pdf

[4] For more on defining a project see: /2016/08/11/seeking-a-definition-of-a-project/