SN 5 - Planning, Activity, Milestones

1. Lecture Questions

1.1 Planning Intro

  1. Mechanisms of Coordination
    Compare the three main coordination mechanisms — hierarchies, shared representations, and communication — giving an example of each in software teams.
  2. Purpose of Planning
    Beyond scheduling and budgeting, what are the key functions of planning in aligning people, work, and expectations?
  3. Qualities of a Good Plan
    The lecture says “a good plan is like a good program.” Explain this analogy using two of the listed plan properties (e.g., reliability, robustness, extensibility).
  4. Predictive vs. Agile Planning
    How do predictive and agile approaches differ in how they decide what, when, and who — especially regarding task timing and team structure?
  5. Tracking and Reporting
    What are the main tracking artifacts used in predictive vs. agile planning, and what does each measure?
  6. Coordination and Control Philosophy
    Contrast the control styles and goals of predictive and agile approaches. How do they each achieve coordination?
  7. Sponsor-Oriented Planning
    What distinguishes a sponsor-oriented plan from a developer-oriented one? Why is this distinction important for project success?

1.2 Milestones

  1. Definition and Purpose
    What is a milestone in project planning, and how does it differ from a regular task or activity?
  2. Sponsor Perspective
    Why must a milestone be verifiable and relevant to the sponsor? Give an example of each.
  3. Bad Milestone Examples
    Why are “Iteration 2 completed” or “Low-level design finished” considered poor milestone definitions?
  4. Outcome vs. Activity
    Summarize the key differences between activity planning and milestone planning in terms of focus, volatility, and required information.
  5. Sponsor-Oriented Plan
    In the example milestone table, what features make it a good sponsor-oriented plan rather than an internal schedule?
  6. Milestone Dependencies
    What does a Finish-to-Finish (FF) dependency between milestones mean, and how does it allow flexibility in scheduling?
  7. Hard vs. Soft Dates
    Explain the difference between a hard date and a soft date in milestone planning. Provide an example of each.
  8. Definition of Done (DoD)
    What is the role of the Definition of Done in verifying milestone completion, and how did it evolve from the ETVX model?
  9. Good Milestone Criteria
    What four attributes should every milestone meet (hint: Specific, Verifiable, Relevant, Timely)?
    Why are these essential for project tracking?
  10. Resource and Effort Planning
    How is the resource-use curve used in milestone planning, and what factors should be considered when estimating total effort?

1.3 Activities

  1. Purpose of Activity Planning
    What is the main purpose of activity planning, and how does it convert milestones into an executable schedule?
  2. Visibility and Control
    What three aspects of project execution does activity planning make visible, and why are they essential for coordination?
  3. Pull vs. Push Mechanisms
    Explain the difference between the pull mechanism used in Scrum and the push mechanism used in plan-oriented approaches.
    How do these mechanisms influence team autonomy and accountability?
  4. Scrum Planning Artifacts
    Which Scrum artifacts (e.g., Sprint Backlog, Task Board) support activity planning, and how do they help track progress daily?
  5. Rolling Wave Planning
    In plan-oriented projects, what is rolling wave planning and why is it used instead of defining all tasks at the project start?
  6. Dependency Types
    Describe the four primary dependency relationships: Finish-to-Start (FS), Finish-to-Finish (FF), Start-to-Start (SS), and Start-to-Finish (SF).
    Give a practical software example for one of them.
  7. Definition and Role
    Define the critical path. Why do activities on this path have zero float, and how does this affect project risk?
  8. Calculations
    What is the difference between the forward pass and backward pass in CPM analysis?
  9. Float Concepts
    Distinguish between total float and free float. Which one is more useful for task-level decision making?
  10. Limitations of CPM (1)
    Why can CPM understate project completion time when there is uncertainty in activity durations?
  11. Limitations of CPM (2)
    What are the main assumptions behind CPM that make it unrealistic for complex software projects (e.g., fixed durations, independence, perfect estimates)?
  12. Limitations of CPM (3)
    Why can CPM fail to capture iteration, rework, or overlapping tasks, and how does this affect software project planning accuracy?
  13. Limitations of CPM (4)
    How does merge path bias distort CPM’s predicted finish date? Illustrate using a small example with parallel paths.
  14. Gantt Chart Complement
    How does a Gantt chart complement an activity network? What kind of additional information does it provide for managers and stakeholders?
  15. CCPM vs. CPM
    What additional factors does CCPM consider beyond task dependencies, and how does this change scheduling priorities?
  16. Merge Bias and Critical Chain
    Explain what merge path bias is and how Critical Chain Project Management (CCPM) helps mitigate its effects.
  17. Types of Buffers
    List and describe the three main types of buffers in CCPM — project buffer, feeding buffer, and resource buffer.
    What purpose does each serve?
  18. Focus on Resources
    How does CCPM handle resource contention differently from CPM?
  19. Human Behavior Factors
    CCPM was designed partly to address “Parkinson’s Law” and “Student Syndrome.”
    Explain what these mean and how CCPM mitigates their effects.
  20. Buffer Management
    In CCPM, how does monitoring buffer consumption help teams control progress and uncertainty during project execution?
  21. Advantages of CCPM
    Summarize three key advantages CCPM provides compared to traditional CPM under conditions of uncertainty and multitasking.
  22. Limitations of CCPM
    What assumptions in CCPM may not hold in practice (e.g., individual safety times, independence of task risks)?
    How could these limit its effectiveness in real-world software projects?

2. Reading Questions

2.1 Andersen, “Warning: Activity Planning is Hazardous to Your Project’s Health!” (1996)

  1. Core Argument
    Why does Andersen argue that early, detailed activity planning is hazardous to a project’s health?
  2. Uniqueness of Projects
    How does the uniqueness of most projects make it impossible to define all activities meaningfully at the start?
  3. Four Illusions of Activity Planning
    Andersen lists several reasons why planners believe early activity plans are possible (e.g., reuse of past projects, technical focus).
    Which of these assumptions are most problematic in software or organizational projects?
  4. Focus Shift
    According to Andersen, how does activity planning divert attention from the more important question of results?
  5. Defining Milestones
    How does Andersen redefine a milestone, and in what way does this differ from the common “end of activity” view?
  6. Result Paths and Logical Planning
    What are result paths, and how do they help represent multiple, interdependent project outcomes?
  7. Responsibility and Ownership
    How does a milestone responsibility chart improve accountability compared to assigning responsibility for individual tasks?
  8. Scheduling Without Activities
    How can project time schedules be created without first listing every activity?
    What criteria does Andersen suggest for allocating time between milestones?
  9. Timing of Activity Planning
    Andersen does not reject activity planning completely.
    When should it be performed, and why should it wait until close to milestone execution?
  10. Modern Relevance
    In what ways does Andersen’s milestone-based approach anticipate ideas later found in Agile or iterative project planning?

2.2 DSMC Scheduling Guide For Program Managers

  1. Purpose and Context
    What problem in traditional activity planning does the DSM method aim to solve in complex engineering or software projects?
  2. Representation of Dependencies
    How does the Design Structure Matrix (DSM) represent task dependencies differently from an Activity Network (CPM or PERT)?
  3. Iterative and Coupled Activities
    Why are iterations and feedback loops difficult to capture in classical activity networks?
    How does DSM make these visible?
  4. Information Flow Perspective
    DSM treats development as an information flow problem.
    How does this view help identify more realistic sequencing of activities?
  5. Matrix Partitioning and Sequencing
    What is the goal of partitioning the DSM, and how does it assist planners in organizing and sequencing interdependent tasks?
  6. Clusters and Subsystems
    DSM often reveals clusters of highly coupled tasks.
    How can recognizing these clusters improve planning and coordination compared to traditional work breakdowns?
  7. Iterative Loops and Planning Trade-offs
    When DSM identifies feedback loops, what are the typical management responses?
    (e.g., restructuring tasks, overlapping iterations, or planning “design cycles.”)
  8. Comparison to Critical Path Method (CPM)
    In what ways is DSM more suitable than CPM for planning research, design, or software development projects?
  9. Activity Sequencing Under Uncertainty
    How can DSM support rolling-wave or adaptive planning, aligning with modern agile practices?
  10. Integration with Project Tools
    How might DSM complement or improve upon traditional activity planning tools like Gantt charts or network diagrams?

2.3 Critical Chain Project Management: Coming to a Radar Screen Near You!” (Cutter IT Journal, 2003)

  1. Adoption Gap
    Why was Critical Chain Project Management (CCPM) initially slow to spread among project managers,
    despite claims of major performance improvements?
  2. Limits of Activity Planning
    What key weaknesses of traditional activity-based planning does CCPM attempt to overcome?
  3. The “Hurry-Up-and-Wait” Cycle
    What behavioral patterns like student syndrome and Parkinson’s Law cause project safety margins to fail?
  4. Pooled Safety Concept
    How does pooling safety time into a project buffer make schedules shorter and more reliable?
  5. Behavioral Change
    What does “relay-runner behavior” mean in CCPM, and how does it differ from typical task management in Gantt-based planning?
  6. Resource Constraints
    In multiproject environments, why does bad multitasking drastically reduce throughput,
    even when every resource appears “fully utilized”?
  7. Organizational Case
    In the Abbott Diagnostics Division example, what cultural and structural changes were needed
    to make CCPM succeed across multiple sites?
  8. Agile Integration
    How did the Segway project combine Agile iteration with Critical Chain scheduling,
    and what benefits resulted from this hybrid approach?
  9. Bridging the “Reality Gap”
    According to Robert Newbold, what is the difference between the Old Game and the New Game of project management,
    and how does CCPM support the latter?
  10. Modern Relevance
    How does CCPM anticipate ideas now common in Agile and Lean methods — such as flow, focus, and reduced waste?