Project Management: Waterfall, Agile, & Hybrid Approaches
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- เผยแพร่เมื่อ 19 พ.ค. 2024
- This video outlines 3 different approaches to Project Management:
1) Waterfall; 2) Agile; and 3) Hybrid.
When planning and executing a project, it is important to make sure you are using the appropriate Project Management methodology to best meet your project objectives. Things to consider when determining an approach include time limitations, budget constraints, whether you will have dedicated resources, the culture of the organization, stakeholder expectations and how you will engage with them, how well understood requirements are, etc.
Waterfall is a traditional approach to project management and may be best used when requirements and constraints are well established and understood. Example: building a house.
Agile may be best used when requirements are not as clear and high-levels of engagement are needed with stakeholders/customers. Example: software development.
Hybrid Project Management is exactly what it sounds like, a combined approach of Waterfall and Agile. With a Hybrid approach, a project may switch from Waterfall and Agile during different phases of the project.
For a more in-depth look at Agile Project Management, check out my 'What is Agile Project Management' video. Link: • Agile Project Manageme...
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Kandis Porter is the Founder and Managing Director of Effective Flow Connections (EFC), a management consulting company that helps transform organizations through project management, process improvement, change management, facilitation of key meetings, and training. Kandis also works one-on-one with clients, focusing on Leadership development and growth. EFC enables organizations to do what they do, even better!
Kandis has more than 18 years of experience managing people and large projects in both the government and private sectors. She has supported clients in various industries, to include the Department of Defense, Federal Aviation Administration, utilities, medical device, non-profit, and learning & development. Kandis has a Master of Science Degree in Project Management (MSPM) from The George Washington University and Master of Business Administration (MBA) in Human Resources. In addition, she is a certified Project Management Professional (PMP), Prosci Change Manager, and Six Sigma Green Belt. She is also certified as a Myers Briggs Type Indicator (MBTI) Practitioner, Thomas-Kilmann Instrument (TKI) Practitioner, and is a Wiley DiSC Everything facilitator.
Before joining the consulting industry, Kandis proudly spent more than seven years on Active Duty in the United States Air Force and is passionate about giving back to veterans and their families. She is a member of the Small Business Administration’s Advisory Committee on Veteran Business Affairs (ACVBA) in Washington, DC and is active in the veteran community in Reno, Nevada. Outside of work, she enjoys running, hiking, skiing, and spending time with her family.
Learn more about Effective Flow Connections at www.effectiveflowconnections.com
![Types of Project Management [CLEAR BREAKDOWN]](/img/n.gif)
This is the best explanation of waterfall and agile all I kept getting was waterfall is linear, and hybrid was not even mentioned! Thank you
Awesome, glad it was helpful!
Great work, Kandis. Thank you for the very clear descriptions of the three approaches.
Thanks, Mia!
Thank you for providing such a clear and concise description, I'm looking forward to watching your other videos!
Thanks, Ashley!
Hello Dear Kandis! Thanks a lot for the video. You know that's one support a struggling me needed working on a weekend, trying to crack how to explain to stubborn customer's management team, that "let's apply Agile! Let's find a coach to lead us in Agile way!" Is not something we need to focus on, while we have clear requirements, immovable due date, and 5 months in toral for a more complex implementation project stage, while the previous one took twice more time with easier scope already. Thank you for the information, vision, clear examples and suggestions. I very appreciate your help! The whole video is done very good as well -kudos for the team!
All the best!
Thanks, Rick! I’m glad it was helpful. Feel free to pass the video along…sometimes it is easier than explaining in words, ha ha! Best of luck on your projects.
This is fabulous. I do software development but never thought of it as project management but the description perfectly fits what I do.
This is great to hear, Robert! You may find the Agile manifesto interesting, as it was developed for software development, when Waterfall approaches weren't meeting the need: agilemanifesto.org/. Enjoy!
Than you for the efforts, the content is very understandable and the way of delivering it is amazing
Excellent video with easy to understand concepts. Thank you ! 💯🌷
Thanks, Raul!
Thank you! I'm on my way to becoming a project manager. Your video really helped me understand the differences between the waterfall, agile, and hybrid approaches. I look forward to watching more videos from you.
Thanks, Carlos! I grew up managing projects with waterfall early in my career and it is interesting to learn new ways to successfully execute! Best of luck to you.
@@PMPexpert Thank you. In fact, I would really appreciate your help shedding some light on my way to becoming a PM. Currently, I'm enrolled in the Project Management course offered by Google on Coursera. Then, I plan to pursue a CAPM and finally a PMP. Am I doing the right thing?
@@carlosreyesp8575 that sounds like a great plan! If you don’t already have a copy of PMI’s PMBOK 7th edition, I recommend obtaining one and reading it. That will help as you start moving towards PMI certifications. Depending on the type of projects you will be managing and organizations you will be working with, you may also want to explore agile specific certifications.
www.scrum.org/professional-scrum-certifications
@@PMPexpert Thank you so much for the information. Look forward to seeing more content from you.
Greetings Kandis. This is where labels end up seemingly locking folks into boxes unnecessarily. Company directives scream, go agile, but be sure to capture all the requirements and timelines upfront, and you BETTER stick to those dates! Um... that's not Agile.
My team screams, hey, don't press me for deadlines maaan... I'm thinking about this one deliverable. Take it easy dude. Don't stress out.
Hybrid seems to make the most sense... but the only way to sell it, is to give it a label. I suggested the "Push AGILE off a Waterfall" method, but for some reason, that didn't go over well. :-/
Hi Dan! I feel that often times leadership need educated on the differences between Waterfall and Agile methodologies. I think people often associate agile project management with organizational agility / resilience, which is very different in my opinion. I think working with the same definitions / terminology can help align the best methodology to the type of project (which is very important!). Wishing you the best on your projects.
PS I love the realistic way you painted the picture in your comments, ha ha! Classic.
Highly informative and creative presentation. Very easy to understand.
Thanks for watching, Mduduzi!
Easy to remember explanations!
This was extremely helpful! Think you may be a teacher at heart!
Wow, thank you!
Excellent explanation of the differences. Thank you.
Thank you!
good description here and no fluff! that so many of these management clips have.
Thanks, Harman! Happy New Year.
Amazing breakdown! Thank you!
Thank you!
This was very informative, for the first time this is starting to make sense to me. Thank you!
Fantastic. You are so welcome!
Great video! Very helpful for me. Thank you!
So happy to hear, Susannah! 🙌🏻
Great video. Very concise and very digestible.
Thanks, Nigel!
Very helpful and useful. Thank you!
You're welcome!
Amazing explanations!! Very well done!
Thanks, Carmen!
What a clear and understandable description ❤
Thank you for watching!
Thankyou for your videos! Great Help. Pls keep on posting more. Subbed you!
More to come!
Very helpful video, also duration of video is arranged well. Thanks.
Thank you for watching and the positive feedback, Hazal!
Thank you, excellent video and great information
Thank you, Regina!
Wonderful video Kandis, thank you
Glad you enjoyed it!
Awesome
Thanks for watching!
Thanks Kandis! This video was very helpful!
Thanks for watching! Good luck on your projects. 🙌🏻
Great overview and well done presented, thank you
Much appreciated!
Wowwww, you have explained so well. Thank you so much!!!!
Thank you very much, Ayushi! Cheers.
Excellent prsentation!
Thank you kindly!
Thank you for this :)
Studying for my Project + cert, this was very short and to-the-point. Much appreciated!
Wonderful! Thanks for your feedback, Darman. Best of luck on the prep for PMP!
Great explanation, really simply and understandable, thanks
Glad it was helpful!
Thank you! This video really explained it well.
Thanks for watching! 👍🏻
Great explanation
Glad it was helpful!
Great video. Very educational and insightful. My team is taking a hybrid approach
Awesome, Johan! Best of luck on your projects.
Very informative video thanks a lot
Thanks for watching, Ravi!
Thank you. Helpful.
What an awesome explanation and in depth roadmap in over simplified way
Very nice explanation i saw ur few other videos too
Can u make one video on how BA gather requirements documents it and then how it gets translated to design n dev , and then to test cases n then Uat and how much BA involvement in these phases( i assume not much in design n dev phase thats more with programmer n developer n architect phase)
Please give example like WEB based app maybe updating the page
If you can iwill appreciate bcz u make videos very simplified n easy to point
If you can post sooner it will really help
very useful! Very informative😊
Thank you for watching!
❤thank you! Subscribed!
Welcome!
Excellent presentation
Thanks, Michael! Happy New Year.
Great video spot on welldone
Thanks, Tony!
This is Great! Thank You
Thanks for watching!
Hi Kandis. Great job on the video btw. Just a quick question. For the think tank industry who does multiple research that requires flexibility, adaptability in change request/scope creep, yet a well defined documentation trail, what project management methodology do you recommend?
Hi Robin! When well defined documentation is required, my recommendation is to consider waterfall and/or hybrid project management. Since it sounds like you must also be flexible with change requests, I would design a simple process for routing them for approval. Using Smartsheet Forms as a template (or something similar) for this may be one option. Using automation is always a plus! Thanks for watching.
Hello, thanks for the high-end overview, i'm wondering why the whole methodology is split rather than combined in broad categories like you did.
Great point! Honestly, I find most organizations are using hybrid vs strict waterfall or agile/scrum. So I think they are discovering this may work best for their projects. Best of luck with your projects!
Well explained, Kandis!
Thank you, Priya! Best of luck on your projects.
💪🏻 Agreed
Thank you!
really good, thank you!!!
Glad you liked it! Best of luck, Gustavo.
Perfect elaboration ...
Thanks so much!
Remarkable
Thank you, Liberty! Happy New Year.
Thanks for the video. It was very helpful in understanding the method. I am currently struggling to find the best model to apply in a new job i started. We are basically developing an analytical machine (hardware) that uses machine learning software. The end goal is not yet clear as to how the machine or the software will look like. And as we work with pharma client who are not the most agile, I think the best would be to use waterfall method. But im still not sure.
Thanks for watching, Zero! I’ve seen project teams work in parallel with one team using waterfall for hardware components and the other team using agile for software components. The project manager oversaw both teams, ensuring there was a solid plan for merging the project at certain milestones and final assembly. My recommendation is to design something that works for the culture of your organization! It sounds like you are putting some great thought into it. Best of luck!
Thank you ❤
Thanks for watching!
Excellent
Thank you!
Great video - nicely summarised. One question: how is cost managed with an Agile project approach? Knowing costs upfront before any work has started can help inform the business case for a project as would happen with Waterfall approach. How is the business case managed with Agile when the scope and therefore duration, costs etc aren't fullly understood upfront?
Hello Nick! Agile projects tend to be best with dedicated (human) resources and when there isn’t a lot of tangible materials. In most agile projects I’ve worked on, a majority of the cost comes from labor over a set amount of time. For example, I have 6 dedicated resources at $100/hour on the project estimated to take 6 months. That equates to $800 per day per person and $4000 per person per week. I would estimate a total of ~$96K in labor per month plus any other known costs. I know this is very simple and in reality, resources are not always dedicated to projects. You could use the same math, however, if the resources were 50% assigned and estimate $48k per month.
Another option is to divide the project into ‘phases’ using progressive elaboration (also known as rolling wave) planning techniques for the cost. i.e., once phase 1 is complete, you can more accurately estimate phase 2.
Regardless of how you are estimating, it is important to know your the biggest constraint: time, cost, or scope.
I hope this is helpful!
@@PMPexpert Thanks Kandis - very helpful.
nice crisp talk.
Thanks!
Loved the video! What types of companies use the hybrid approach? Is it companies the build software and like actual products? Like google software and a google phone?
Hi Ahmed! You nailed it. I’ve worked with gaming companies that use hybrid. They use waterfall for hardware and agile for software, coordinating the timing of milestones. I’ve also seen this used in the medical device industry. Thanks for watching.
Hi, my only question is would AI be a threat to a project manager role? And in particular to waterfall, agile, hybrid, scrum.
Here is a cool publication focused on AI and Project Management - I recommend giving it a read! www.pmi.org/learning/thought-leadership/pulse/ai-at-work-new-projects-new-thinking
Thank you
You're welcome - thanks for watching!
neat!
Thanks, Arash!
which is the best method for aviation and aerospace basically for aircraft manufacturing and delivering to customer
Hello! Often times a hybrid approach is taken with both Waterfall and Agile approaches used for building an aircraft.
Waterfall: the sequential and linear approach allows for careful planning and thorough documentation upfront, reducing the likelihood of major changes later in the project. This is important as changes to the physical build of the aircraft can be very expensive! Each phase must be completed before moving on to the next, providing a structured process to follow.
Agile: in the development of aircraft software or avionics systems, where technology evolves rapidly, Agile methodologies like Scrum or Kanban may be employed to ensure flexibility and responsiveness to changing requirements.
Agile does not necessarily mean having Sprints. Sprint is a Scrum phenomena, however, Kanban is also an agile approach.
@ZRoFiak - I do value Kanban Board frameworks! I have generally seen them used with a ‘delivery cycle’, which still strives to complete the work within in set timeframe (similar to a Sprint). Would love to hear how you use the Kanban approach. I love that PM doesn’t fit in a box and I’m seeing more Hybrid delivery. Cheers!
good
Thank you, Mohammed!
hi
Do u hv an example of a mini software project executed via waterfall n the same project executed via agile/scrum method to compare. Project life cycle following the PMBOK phases using MS Project.?
thanks
kish
Hi Kish! I don’t actually have this, as I generally only build out the project plan in the way that best aligns. However, this is a great suggestion and I’ll let you know if I pull something together in the future!
Happy New Year!
what’s the best method to use for planning a wedding is it a hybrid approach or agile?
Hello Mark! Personally, I used waterfall for my wedding, as we had a budget we wanted to stick to. We brainstormed all requirements in the initiation phase and categorized them as ‘must have’, ‘should have’, ‘could have’ and ‘won’t have.’ We then got quotes for them in priority order and drew the line when we hit the budget. We then scheduled everything out and voila! If a specific date is more important (i.e, time constraints), that may drive different decisions.
It might also be helpful to set aside ‘contingency’ funds for anything unexpected that comes up, if you are mindful of the budget!
Cheers and best wishes.
Agile practitioners frown at using the term “project management” when discussing agile frameworks. What is your opinion considering how you use it in this video.
Hi Toroko! If it is an actual project being executed, I 100% agree with referring to it as project management. It seems confusing to call it anything else, in my opinion. However, Agile frameworks are also used for PRODUCT management, which is different. In this case, I would not refer to it as project management. Sometimes people need educated on the difference. Please let me know your thoughts!
Combination of Waterfall and agile comes under which quadrant
That is hybrid, Vagabond31. Thanks for watching!
how would I reference this
Thanks for watching! A lot of the content is based on PMI’s PMBOK 7th edition. However, I do have my own opinions included: Kandis Porter, PMP, MSPM. Cheers!
As for agile project management , iteration does not even define agile software development. The word iterative does not
appear in the Agile Manifesto. And project management involves a great deal more than a life-cycle. In more than 35 years in the profession the term Waterfall has not been in common use until recent years when some agilists are using it in conjunction with 'traditional' to promote a poor adaptation of agility to projects.
Isnt Agile is just a loop of water falls ??
Hi Vandel! Agile is focused on incremental delivery with an iterative process. So if you are referring to each ‘loop’ as executing the iterative process, then yes.
I think this very short write up is helpful:
svprojectmanagement.com/from-waterfall-to-agile-making-the-process-match-the-way-people-really-work
2:30 You aparently just mentioned (unknowingly) why waterfall is a failure, because either you dont know much about how construction projects unfolds or you knew and explains sort of why all projects fails. Even when the architect has drawn the house, they dont draw all the destails at the same time, because there are often so many changes during the project it would be a waste of resources, and often they need to do just that and the owner, the craftsmen, the advisor, engineer and public authorities neighbours the weather changes all the time. Not even when the house is finished it stops some want a larger or exstra garage, svimmingpool, outhouse .. And the builders need to change in accordance with labour and material and financial cost of building it.
Hello and thanks for your comments! I do see many organizations (even in construction) using a hybrid approach for the same reasons you mention above. I also encourage clients to explore using progressive elaboration (this can be used with agile, hybrid, and waterfall), which is a technique where planning and documentation are developed in greater detail as the project progresses and more information becomes available. This approach acknowledges that not all details are known at the start of a project and allows for continuous improvement and refinement of the plan as the project team gains more understanding, resources, or feedback.
In Waterfall projects, progressive elaboration generally occurs during the initial planning phase. Later in the project this is often limited, however, because Waterfall methodology typically requires a more rigid structure and detailed plan upfront, with less flexibility for changes (requiring a formal change request) as the project progresses.
In Agile projects, progressive elaboration is a fundamental concept. Agile projects embrace change and uncertainty, allowing for continuous feedback and adaptation. Planning in Agile is iterative, with details added and adjusted throughout the project lifecycle as more information becomes available and as project requirements evolve.
you are awe some
Thank you for watching!
The key question is: what makes a so called Waterfall approach different from any other? The answer is that its just the life-cycle. A life-cycle does not equate to an method therefore there is no such thing as Waterfall project management.
Nothing on hybrid approaches even though mention in the title. 👎🏼
What are you looking for, Teuvo? It would be helpful to understand for future videos. Thanks for watching. 🙌🏻
There is so much wrong here but I will mention the biggies. 1) waterfall is only a life-cycle and does not define an approach. 2) there is way more to project management than the life-cycle 3) a project can can any life-cycle or mix that is best for that project 4) it makes no sense to say that Agile projects can only have an iterative life-cycle. 5) project management agility surely must be applied to ALL of project management not just the life-cycle. Incidentally, the Agile Manifesto does not mention iteration at all. I have seen project management agility over the past 36 years of my career as a project professional and in no case was life-cycle a determining factor.
Thank you
Thanks for watching, Annie!