Załącznik
ORGANIZATION AND MANAGEMENT
NO. 5 (148) YEAR 2011
THE COM.\UTlEE ON Oł"G\NIZATlCX'W... A'lOMANACEAtENTSCIENCf.S cXJ PAN
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WARSAW SCHCX>LOF ECONO\UCS „.„;;,,;:
Wyrozębski
P., Research of the needs of methodological support in project management,
The Com1nittee on Organizational and Management Sciences
&
Warsaw School ofEconomics, „Organization and Management"
2011, Number 5 (148)
PAWEŁ WYROZEBSKI*
10.24 78/v10166-011-0013-3
RESEARCH ON THE NEEDS OF METHODOLOGICAL SUPPORT IN PROJECT MANAGEMENT
1. lntroduction
Inc reasing dynamics in the environment and rising demands of the mark et, in o rder to reach perfection in c arrying o ut internal proc esses, are the main reaso ns why o rga
nizatio ns now face many new challenges. I n the present state o f the Eco nomy, the oc
c asional project implementatio n, based only o n experienc e and intuitive actio ns, lead
ing to medioc re success of the venture is not satisfacto ry. I n order to gain and maintain a h igh level of co mpetitiveness, mo dern o rganizatio ns have to ensure that the success o f th e implemented projects w ill be permanent and repea ted. To ach ieve that aim, the o rganizations are reac hing up for th e b est practices and trusted metho ds that wo uld be o f w idest use in solving complex pro blems in the field o f project management. In o th er words, they are look ing for metho ds and projec t management metho dologies.
TI1e sc ientific ach ievements and experie nc e, gained over many years, in the field o f project management, co ntributed to the exi stence o f a w ide range of metho do lo gic al suppo rt solutio ns. Activity o f international o rganizations, government agenci es, pro
fe ssional o rganizatio ns and associatio ns, universities, and global enterprises h elped to devise many detailed, diff erentiated (in variou s aspec ts) and complex metho ds o f projec t management. Organizatio ns th at want to benefit from them, at first, h ave to mak e an impo rtant and, at th e same time, diffic ult decision. T hey have to assess th eir own needs and choose the righ t metho dolo gic al support fo r th e ongo ing projec ts.
TI1 ese arguments co nvinced the team at th e Department of Projec t Managemen t, W arsaw School o f Econo mic s, to tak e the initiat ive and develop a research projec t
• Paweł Wyrozebski, PhD -Department of Project Management, Collegium of Management and Fi
nance, Warsaw School of Economics.
ORGANIZATION AND MANAGEMENT No. 5/2011 (1 48) 193
Pawet Wyrozebski
wh ose aim w as to regulate th e pr ocess of implementation of project management meth odology. To ach ieve th at, it w as necessar y to conduct a study about th e needs and possibilities of methodological suppor t for Project Management in different Pol
ish organiz ations. TI1e aim of this article is to present a synthesis of ach ievements and th e major conclusions of th e carr ied out r esear ch .
2. Process and research model
Taking in to account the w ide- spread popular ization of projects as tools to ach ieve the organizations' and enter pr ises' goals and the existing var iety among methods and meth odologies in project management, it is well wor th cr eating a model th at w ould fa cilitate carrying out r esear ch and a selection of the proper methodology suppor t for different organizations. In order to achieve these objectives th e following r esear ch progr am w as adopted:
1.
I nitial study w ith the aim of identifying expectations tow ards the project management meth odology;
2.
A detailed analysis of selected projec t management meth odologies and an additional analysis of oth er standar ds connected w ith project management
3.
Preparation of a model of assessment and selection of methodological suppor t tools for project management (on th e basis of point1
and2)
4. Application of th e model in the analysis of th e needs for the methodological sup
p or t in project management
5.
Application of th e model in the analysis of project management meth odologies 6. Conclusions from th e compar ative analysis of th e defined needs and the deter m ined r ange of meth odological suppor t.
3. lnitial study: identification of the expectations towards the project management
methodologies and an analysis of the project management standards
The aim of th e initial study w as to elaborate a preliminar y ver ifi cation of the stud
ied group expectations and to provide an empir ic al mater iał wh ich w ould help to identify, correctly, all th e pr oblem areas - cr iter ia for th e follow ing analysis of th e needs and meth odologies. For this pur pose a method of statistical survey w as ch o
sen. Th e q uestionnaire w as filled out by a group of specialists from the field of project management that attended the Postgr aduate Project Management Studies conducted
194 ORG.l\NIZATION AND MANAGE MENT No. 5/2011 (148)
Research on the needs of methodological support in project management
by the Department. 13 4 questionnaires were collected, 106 of them fully completed (with answ ers to all the questions).
·n1 e studicd group, in the majority, was fo rmed by the members of project tcams ( 60% ) and proj ec t managers (30%) . There w ere also 4 mem bers of steering commit
tees and
8
persons with other posts related to project management. More than a half (56% ) had experience from 1 to 3 years in project management. The percentage share of respondents having experience less than 1 year and f rom 3 to 5 years was similar and amounted to 17%. Only one out of ten respondents declared having experience of over 5 years in project management.All respondents agreed with the fact that the use of proj ect management meth
o dology has a positive influence on successful project implementation (ex hibit
1).
Over h alf of the responden ts (55% ) described this influence as big, wh il e 43% as
sessed it as av erage. Only tw o answ ers described the influence of methodology on project success as small. At the same time a certain tendency has becn noticed: the more experienced in the fi eld of project m anagement respondents were, the less im
portant fo r them was the inf luence of methodology. Th at observation can be a start
ing point fo r other more profound scientifi c research.
Exhibit 1. Does, in your opinion, the use of a project management methodology influence, in a positive way, the possibility of the project success?
Source: own study.
2% 0%
a yes, to a great extent lfj yes, to a moderate extent
·· yes, to a small extent
The obtained findings confinn ed the relevance of the interest in p roject manage
ment methodologies as a crucial fa ctor of project success.
In order to identify importan t aspects of project management methodology, the questionnairc contained open questions that enabled the respondents to answer in an unconstra ined way. 111e analysis of the received answers helped to elaborate a synthetic list of the 3 0 most desired attr ibutes of project management methodol
ogy (listed in random order) (ex hibit
2).
ORGANIZATION AND MA NAGEMENT No. 5/2011 (148) 195
Paweł Wyrozebski
Exhibit 2. lmportant attributes of project management methodology from the point of view of the survey participants.
1 . Adapted to the character of a project (of an enterprise, branch) 2. Easy to understand and learn (easy to implement in the project) 3. That takes into consideration the frequent changes in a project 4. Universal (selection of the right tools for each project)
5. Practical
6. Coherent, consistent
7. That ensures comparability of projects
8. That contains the project management techniques
9. That defines the relation between project and functional management 1 0. That includes project environment analysis
1 1. That defines the decision processes in a project (decision-makers, scope of decisions, etc.) 1 2. Based on project implementation stages
13. That includes the whole Project Cycle Management (with ex post evaluation) 14. That defines clearly the goals and requirements of a project
1 5. That includes feasibility study and cost-effectiveness of a project (for business motives)
1 6. That includes project management aspects such as motivating the team, resolving conflicts, etc 1 7. That includes selection, work organization and leading a project team
18. That facilitates monitoring and control of project implementation 19. That facilitates the control of project costs (budget and cash flow)
20. That includes risk management (analysis of the risk, prevention, reaction to the risk) 21 . That includes project scope management
22. That includes planning of the project implementation process (relations among components, schedule) 23. That includes quality aspects in a project
24. That includes resource management in a project 25. That makes the project communication more efficient 26. Based on IT tools
27. That helps to make a elear assessment of project results
28. That facilitates to learn from the project (gain experience, draw conclusions) 29. Thai includes an unified documentation
30. With an adequate amount of documentation (without reclundant bureaucracy) Source: own study.
1h e li st from the Exhibit
2
con tains both attribu tes connect ed with t he subst ance of t he methodology (problem areas) e.g. "project scope management", and expressions describing its cha ra cterist ics such as "pract ical" . It is important to tak e notice of the wide range of areas mentioned in the answers, which shows the high level of proj
ect m aturity among t he respondents. Characterist ics such as " ada pted t o the character of a proj ect (of an ent erprise, branch)': "easy to underst and and t o learn" and " with adequate amou nt of document ation'' strongly correspond wit h the aim of the study, whose lea ding motive is to adapt methodology to the real needs of organizations.
The initial st udy provided empirie mat eriał which allow ed the construction of a model to commence. H owever, facing the risk of omitting important elements that were not ment ioned by the respondents a nd in order to add new attributes and enrich the substa nt ial content of the project mana gement methodology, an analysis of the
196 ORG.Ą NIZATIO N AND MANAGEMENT No. 5/2011 (1 48)
Research on the needs of methodological support in project management
literature concerning methodologies and other project management standards w as conducted. The standards were related to some loca} and branch project management methodologies, main norms of project manage ment, and some chosen international competence models for project managers. A detailed list of standards, wh ose scope and content were taken into consideration during the analysis and the construction of the assessment and selection model is show n below ( exhibit
3).
Exhibit 3. Project management standards taken into account in the analysis
No. Organization
Standardj
American Society for the Advancement ofUSA National Competency Baseline v1 .5 1 ·
!
Project Management!
I
Associagao Brasileira2· i De Gerenciamento De Projetos l
Referencial Brasileiro de Competencias em Gerencia
mento de Projetos (Brazilian National Competence Base
line) v1 .1
;
3.
J
Association for Project Management 4.I
Australian Institute of Project ManagementI
APM Body of Knowledge 5th ed.
Professional Competency Standards for Project Management Exposure Draft V1 .O
5. British Stanclarcls Institution BS 6079-4 Construction Project Management Processes 6. European Commission Project Cycle Management methodology
7. German Association of Project Management Project Management Canon
8. German Institute for Norms and Standards DIN 69904 Project Management Elements 9. International Organization for Standa1·dization Norma ISO 10006:2003
, International Project Management 1 O.
i
Association11 . Office of Govemment Commerce
12. Project Management Association of Japan 13. Project Management Austria
IPMA Competency Baseline 3.0
PRINCE2 (version 2005) methodology
P2M: Project & Program Management methodology Project Management Baseline v2.3
14. Project Management Institute PMI Project Management Body of Knowledge (third edi
tion)
15. i Stowarzyszenie Project Management Polska NCB National Competence Baseline - IPMA Version 1.2
16.
i
Ten Step Ten Step Project Management methodology4. A morphological matrix for the assessment of the needs of methodological
support for project management
The morphological analysis w as used to create a tool to assess the needs and the of
fer ed methodological support. The morphological analysis is a problem-solving tech
nique that uses a systematic analysis of all elements that fo rm part of a solution of
ORGANIZATIO N AND MA NAGEMENT No. 5/2011 (148) 197
Paweł Wyrozebski
the problem. I t was dev eloped in th e l 94 0 s and, initially, it w as used only in new product projects. Ev entually, as it w as a univ ersal technique, it started to be used to solv e multi-dimensional and complex prob lems of technical, organizational or other chara eter [ 14 , p.
282].
TI1e selection of a morphological analysis as a research tool w as motiv ated by the multi-dimensional and complex character of the question of methodological support fo r project management.Morphological analysis is divided in to v arious stages
[ 1
O, p.156-158]:
1 . I dentifi cation and definition of the problem, for which a solution is being searched
2.
I ndication and definition of parameters and their constituents that are parts of a solution of the problem. Parameters, also called v ariables, are mark ed w ith capital letters, and their parts (values, characteristics, possible conditions of each pa
rameter) are mark ed with small letters. An unlimited number of v alues can be determ ined for each parameter .
3.
Organizing and compiling the v ariables and their values in a chart, called a table, or a morphological matrix ( ex hibit 4 )
Exhibit 4. The morphological matrix structure
Variable values Variable
2 3 m
A: a, a2 as
B: bi b2 b3
N:
Source: Trocki M., Morphological analysis "Przegląd organizacji", 1975, No. 8-9.
4 . Creating diff erent solutions to the problem through a combination of diff erent variables' v alues.
5.
An assessment of elaborated v ariants of solutions and choosing the best ones fo r further and more detailed analysis.111e initial study, together with the analysis of methodologies and project man
agement standards, allowed the preparation of a unifi ed combination of
18
variables - criteria fo r the analysis of the needs and for project management methodol
o gy support.
TI1e abov e mentioned criteria included:
1.
Stages and L ife Cycle of the p roject - attitude towards a model of a process of project implementation that determines diff erent actions taken in various project stages
2.
P roject Initiation - initial project phase that includes actions tak en in order to develop th e idea of the project and obtain the initial acceptation198 ORGANIZATION AND MANAGEME NT No. 5/2011 (148)
Research on the needs of methodological support in project management
3 . P roject defi. nition, setti ng the goals, defi ning li mits and requirements of the proj
ect - elaborating a detailed project conception including goals, premises, b ene
fits, limits and feasibility of the project; obtaining project approval
4. Project environment and contex t - relating the project to its implementation en
vironment which refers to the strategie level of the organization, programs and portfolio of the projects, enterprise environment, project stakeholders and oth
ers.
5.
Giving structure to the project and scope management - way of describing and managing the scope of operations and results produced during the project implementation
6.
P roject time management - attention to scope, detail and scale of emphasis on planning activities in the project7.
Organizing and l eading a proj ect team - attitud e towards project team building, task assignment, responsibilities and powers8.
Monitoring and control of project - degree of burdening the project with monitoring actions
9 . Closeout and project evaluation - attitu de towards the l ast phase of the P roject L ife Cycle which includes closure of th e project activities, reviewing the proj ect, assessing the ex penditures, measuring the b enefi ts and eventual post- project ac
tivities
10.
Risk management - methods of condu cting activities connected with risk identification, assessment, prevention and m onitoring of situations that could put the successful implementation of the project in jeopardy
11.
Q uality management - manner of carrying out activities in order to ensure proj ect conf orm ity with the quality requirements12.
Communication management - ensur ing that the information f low in the p roj ect is well organized, proper and effi cient13. P roject cost management - attitude towards the project cost-e.ffe ctiveness, th e budget, monitoring the ex penses and project financial l iquidity
14.
P roject resource management - attitude towards management, identifi cation and acquisition of the resources required in the project implementation15.
P roject procurement management - method of collaboration with outside p artners and suppli ers of the proj ect
16.
Change management (at titude toward s changes, flex ibility) - means of p erceiving the change in the project, change implementation process and change docu
mentation standards
17.
P roject documentation - amount of documentation in which the project implementation is reflected
18.
IT support fo r the m ethocl ology - degree of using IT tools in project management
ORGANIZATION AND MANAGEMENT No. 5i201 1 (1 48) 199
Pawet Wyrozebski
According t o t he met hod of morphological analysis, t he correspondi ng values w ere defi ned and prepared for each vari able. TI1 e adopt ed scale of t he assessment o f meth odologi cal support soluti ons was based on st andardi zed fo rms of activiti es, liste d i n orde r of confo rmity with the increasing scope and accuracy of problem solv
i ng met hods used i n a given area (v ari able) .
Identifi cati on of t he values of vari ables t hat described t he st age, complexity and rigor of management solutions i ncluded i n t he giv en v ari able, allowed completion of t he work wit h t he morphologi cal mat ri x of problem areas in project management . TI1e use of a morphologi cal mat ri x as a research t ool permit s t he carryi ng out of a complex and det ai led analysi s of needs concerni ng parti cular problem areas i n an o rgani zation, and a compari son of t he pr ofile of needs wit h t he profile of soluti ons offered by respective met hodologi es. Tirn nks t o t he morphologi cal mat rix, it was p ossi ble to de.fine combi nati ons of vari ous support levels fo r each vari able, whi ch co nt ri but ed to the elaborati on of all possi ble vari ant s of soluti ons t o the problem.1
5. Findings of the analysis of the needs for
project management methodological support
Exhibit 5. A research model of the profile of the needs for project management methodological support
Source: own study.
Size of the organization
ro·ects
1
· Organization A -Needs profile.I
c o E
. .. �·· ---
I For 18 variables and 4 values of cach of them it is possible to dcfinc 418 = 68.719.476.736 potcntial variants (profilcs) of the needs for project management methodological support.
200 ORG1\ NIZATION A N D MANAGE MENT · No. 5/2011 (1 48)
Research on the needs of methodological support in project management
1he analysi.s was co nduct ed by a met ho d o f st at ist ical survey. T he main p art o f it w as a mo rpho lo gical mat rix . 1 he questio nnaire also cont ained a list o f quest ions t hat allowed a descript io n o f t he analyzed o rganizat ions to be made, acco rding to t he paramet ers t hat co uld po ssibly inf luen ce t he pro file o f t he metho do lo gical needs
(exhibit
5).
1h e carr ied o ut quest io nnaire analyzed a gro up o f o rganizat io ns t hat implement p roject s. 'TI1e o rganizat io ns were represent ed by project management specialist s fro m t he Po st graduate P roject Management St udies conduct ed by the Depart ment o f P roject Management , Warsaw Schoo l o f E co no mics.
282
co mplet ed quest io nnaires were obt ained.
T I1e analyzed gro up showed a relat ively equal represent at io n o f business act ivit y branches. TI1e biggest gro up fo rmed const ruct io n branch
(15,7%),
i n seco nd place t elecommunicat ions(14,6%),
t hen IT branch(12,5%)
and pro duct io n-t echno lo gy branch(11,4%).
Ot her branches, such as public administ rat ion(8,2%),
power indust ry
(7,9%),
bank ing and fi nances(7,5%)
and represent at ives o f co nsult ing co mpanies(5,7%)
were less popular. Amo ng t he branches classified as "others" it's vm rt h ment io ning t he pharmaceut ical indust ry, indicat ed by
5
respondent s(1.8%;
ex hibit6).
Exhibit 6. Business branch profile of the analyzed organizations
Somce: own study.
ra Construction
• Telecommunications
•IT
u Production/Technology
"" Public administration
11 Power industry Finances/Banking
o Consulting/Counselling
l!!i lnsurance
l!I Logistic/Transport NGOs
• Others
Th e degree o f intensity o f project act ivity provided very impo rt ant informatio n abo ut t he analyzed group (ex hibit
7).
TI1is degree ident ified the number and impo rt ance o f t he project s implement ed by t he o rganizat ions. Almo st 2h o f t he ana
lyzed o rganizat io ns described t his degree as very high
(32,3%)
o r high(33,3%).
Every fifth o rganizat ion described the int ensit y degree as mo der ate
(23,0%).
Fo r t heseORGA NIZATIO N A N D MA NAGEMENT No. 5/2011 (148) 201
Pawet Wyrozebski
o rganizations, the proj ects were important but not essential in their business strat
egy. Approx imately, in one out of every eight organizations, the project activ ity w as o ccasional, on a small scale and of little impact.
Exhibit 7. The profile of intensity of implemented by the organizations projects
Very high
High
Moderate
Low
Total
Source: own study.
I
Project-oriented organization, all its business ac! tivity is oriented towarcls project implernentation
Organization carries out many projects !hat are essential for its strategy realization
Projects are considered an important part of orga
nization activity
Few and occasional project implernentations
32.3% 91
33.3% 94
23.0% 65
11.3% 32
100% 282
Analysis of the data contributed to the creation of a synthetic, general needs pro
file fo r methodological support in the studied organizations (ex hibit
8).
It also permitted a cross- sectional analysis, which created profiles that reflected diff erent needs according to the particular characteristics of the organizations. T he percentage indi
c ators inform about the f requency of choosing the particular value w ithin the given variable (values in c ach line sum up to
100%).
By analyzing the generał profile of needs f or rn ethodological support in project management, as far as the studied organizations are concerned, one can observe that the fi elds from the third column of the morphological matrix were defi nitely more chosen. In spite of limitations fo r the conclusions, which are caused by analyzing a purposive sample, the obtained results prov ed that there was a need fo r dev eloped p roject management support, but, at the same time, that there w as a general reluc
tance towards very detailed and exhaustive regulations, with only a few ex ceptions.
Among the domains in w hich the most detailed support is expected prevails the project definition (52% of respondents indicated a detailed and precise identifi
cation of goals and a basis and requirements related to the project realization).
I n second position is project documentation
(38%
of respondents indicated a high level of documen tation of the project, full and complex documentation of the proj ect implementation process), then Proj ect cost management(35%
of respondents in dicated detailed processes of cost management) and C loseout and project evaluation
(33%
of respondents indicated complex and precise p rocedures of closing out and reviewing the project).202 ORG,Ą NIZATIO N A ND MANAGEMENT No. 5/2011 (148)
o Exhibit 8. General needs profile for the methodological support in studied organizations JJ Cl
)>
Profile of the needs for the methodological support z Problem areas I vari-
N � ab I es
o 1 2 3 4
z 3.9% Deterrnining diffe1� Complete and de-
)> Stages and Life
z insignificant Determining different ent project stages and tailed description of the
o A Cycle of the proj- a1 a2 21.4% a3 58.6% a4 16.1%
� /not present project stages a description of the stages and processes
)> ect ::D
z rnain milestones in the Project Life Cycle CD
)> Cf)
G) CD
rn General rules of proj- Detailed procedures m
� insignificant General rules of o
rn B Project lnitiation b1 6.4% b2 28.5% b3 ect initiation with the 46.6% b4 and Project lnitiation 18.5% ::r
z /not present project initiation
-I o
main decision points Documentation ::J
z s:
o P1·oject defini- CD
.g:i Detailed and precise ::J
I\) tion, setting the CD
s General guidelines definition of goals, ba- CD
� goals, defin- insignificant General definition of o..
c c1 1 .4% c2 for project param- 16.1 % c3 30.4% c4 sis and requirements 52.1% Cf)
-:::;:
ing lirnits and re- /not present the project parameters g_
-"'
eters related to project real-
,r;E quirements of 3
ization (])
the project o s:
High degree of suscep- o o..
Project environ- Low degree of sus- Moderate degree of tibility to project envi- o
insignificant <D
D ment and con- d1 3.2% d2 ceptibility to project 22.2% d3 susceptibility to proj- 45.2% d4 ronment, taking into ac- 29.4% 0·
/not present m
!ext environment ect environment count correlations and Cf) c
mutual dependence -o -o
o
Defining the gen- Detailed and precise de- � ...
Giving structure Complete identifi- s
to the project insignificant eral scope and lim-
cation of the project scription of the compo- -o
�
E e1 2.2% e2 its of a project and 29.0% e3 54.5% e4 nents of project scope 14.3% ..Q.
and scope man- /not present scope and setting the CD
setting general con- and accurate proce- o
agement rules of its verification ...
troi rules dures of its control 3
m ::J
Framework proj- m
Project process plan- Detailed and exhaus- <D
Project time insignificant ect process plan- CD
F f1 0.7% f2 1 7.5% f3 ning with a moderate 53.2% f4 tive project time man- 28.6% 3
management /not p1·esent ning, on a ver; gen- CD
N> attention to detail agement �
o eral level
(..:>
........
I\) Problem areas I vari- Profile of the needs for the methodological support
o .i::- ables 1 2 3 4 u DJ
::§'.
General advice con- �
Organizing and
insignificant cerning creating General rules of creat- Accurate responsibility :2:
G leading a pmject g1 6.8% g2 23.7% g3 ing and leading a proj- 43.7% g4 rules and procedures of 25.8% '< -.
/not present and leading a proj- o
team ect team creating a project team N
ect team CD IT
(/)
Exhaustive and detailed �
General control over Current monitoring
procedures of monitor- H Monitoring and
h1 insignificant
1.8% h2 project implementa- 16.0% h3 and control of proj-
67.0% h4 ing and control of proj- 15.2%
control of project /not present
lion process ect implementation
ect implementation pro- process
cess
Closeout and Overall hints con- General rules and Complex and precise
project evalu- i1 insignificant
7.1% i2 cerning closure and 25.6% i3 guidelines of closing 34.5% i4 procedures of closing
32.7%
ation /not present review of the project out the project out and reviewing the
project o JJ
C; )> General rules sensi- Fmmework proce-
z Risk manage- insignificant Detailed processes of
N J j1 11.3% j2 tizing to the risk as- 37.9% j3 dures of risk identifica- 35.5% j4 15.2%
� ment /not present risk management
o pect in the project tion and prevention
z )> Framework proce-
z o General rules sensi- dures of requirements Detailed processes of
$;'. Quality manage- insignificant
)> K k1 8.2% k2 tizing to the quality 32.3% k3 identification and en- 40.5% k4 quality management in 19.0%
z ment /not present
)> aspect in the project suring quality in the the project
Q m project
$;'.
m z General rules sen- Framework proce- Detailed processes of
-I
z L Communication
11 insignificant
6.0% 12 sitizing to the com-
31.9% 13 dures of communica-
41.1% 14 communication and in-
20.9%
o management /not present munication aspect in tion and information formation flow in the
i\:; 01 the project flow in the project project
s �
'.:}
.!"'
§
o Profile of the needs for the methodological support
Jl Problem areas I van-
Q )> ab I es 1 2 3 4
z N
� Very general rules
o Framework proce-
z Project cost insignificant of finances planning Detailed pmcesses of
)> M management m1
/not present 5.7% m2
and control in the 20.9% m3 dures of financial 38.3% m4
financial management 35. 1 %
z management
o project
;;o;:
)> :D
z General 1·u1es sen- Framework proce- CD
)> (f)
G) sitizing to the as- dures of planning and Detailed processes of CD
m Project resource insignificant PJ
;;o;:
N
n1 4.6% n2 pect of resource 34.2% n3 monitoring the use of 41 .6% n4 resource management 1 9.6% o -.m /not present :::r
z management
-I management in the the resources in the in the project o ::J
z project project ... :::r
o CD
Q1 I\) General rules sen- ::J
Fmmework proce- CD
o Project procure- sitizing to the as- Detailed processes of CD
� o..
� insignificant dures of procurement (f)
-:::;: -1' o ment manage- o1 /not present 9.9% o2 pect of procurement 24. 1 % o3 management in the 39.7% 04 procurement manage- 26.2% s.
SE ment management in the meni in the project 3
project project CD
--+ :::r
Change man- General rules of im- o o.. o
agement (atti- plementation and Framework proce- Detailed procedures o
insignificant co
p tucie towards p1 6.8% p2 ways of reacting 31 .3% p3 dures of change man- 40.2% p4 and processes of 21 .7% o·
/not present PJ
changes, flexi- to changes in the agement change management (f)
c
bility) project u u
High level of documen- o
Medium level of docu- ;::::::_
Low level of doc-
mentation of the proj- talion of the project (full 5
Project docu- insignificant umentation of the u
R r1 1 .4% r2 1 5.2% r3 ect (general project 45.4% 1'4 and complex documen- 37.9% -.
mentation /not present project (basie proj- .Q.
documentation, basie talion of the project im- CD
ect documentation) Q_
reports) plementation process) 3
PJ
insignificant ::J
IT support for the Fundamental IT sup- significant, consider- full and complex IT sup- PJ
s methodology s1 I lack of IT 8.2% s2 40.9% s3 able IT support 32.4% s4 po1t 1 8.5% co CD
support port 3
CD
!\.) ;:;;.
o 01
Pawet Wyrozebski
. . . ..
Exhibit 9. Matrix of a variable correlation in a model of project management methodological needs
Variable Size of organi-
zation A. Stages and Life
0.162 Cycle of the project
B. Project lnitiation 0.198 C. Project clefinion 0 .0 1 5 D. Project Environment
0.160 and context
E. Giving structure
to the project and 0.145 scope management
F. Project time man- 0 . 1 1 4 agement
G. Oi-ganizing and
leading a project 0.179 team
H. Monitoring and con-
0 .065 troi of project
I. Closeout and project 0.051 evaluation
J. Risk management 0.097 K. Quality manage-
0 .070 ment
L. Communication
0.064 management
M. Project cost man-
0 . 0 8 1 agement
N. Project resource 0.066 management
O. Project procurement 0.042 rnanagement
P. Change manage- 0.092 ment
R. Project documen- 0 . 054 tation
S. IT support for the 0 . 1 1 2 methodology
Source: own study.
206
Rank Correlation Coefficient of Spearman
Determined Correlation Coefficients are significant at p <0,05 Foreign
capital share
0 . 1 00
-0.01 3 -0 .0 1 8 -0.069
0 .076
0.098
0 . 084
0.082
0 . 0 1 0
0 .075
0.097
-0.001
0 . 062
0 .081
0.0 1 3
0 .043
-0.0 1 8
-0.050
External lnvestment Project
Project project Complexity lnnovation intensity
share share level level 0.262 0.098 0.003 0.270 0.249
0.125 -0.034 -0.045 0.196 0.122 0. 095 0.055 0 .066 0 . 1 1 2 0.118 0 . 0 1 7 -0.133 -0. 1 05 0.203 0.157
0.097 -0.039 0 .004 0 . 1 0 1 0 . 1 00
0 . 041 0 .044 -0.01 2 0.148 0 .035
0.041 -0.080 -0.093 0.145 0 .079
0.057 0.066 -0.031 0.177 0.126
-0 . 0 1 4 -0 .001 0.003 0.149 0 . 1 02
0.002 --0.145 -0.021 0.239 0.155
0.072 -0.003 -0.020 0.193 0 .098
0.034 0.039 -0. 1 09 0.145 0 . 1 08
0 . 035 -0.008 -0.004 0.222 0 .070
0.090 0.068 -0.0 1 7 0.184 0.197
0.130 0.025 0 .085 0.241 0.176
0.078 -0.034 -0.048 0.240 0.137
0 . 086 0 .09 1 0 .078 0.305 0 .088
0.161 -0.050 -0.082 0.209 0.235
ORG.A.NIZ.ATION A N D MANAGEMENT No. 5/2011 (148)
Research on the needs of methodological support in project management
D omains that, according to the respondents, do not require much regulation or support (first column) are: Risk management
( 11 %
), procurement management(10%),
Quality management and IT support for the methodology(8%
cach ) .A concentration analysis (dispersion analysis) o f the given answers helped to identify the fields on which there was a general agreement among the respondents concerning the expected range of methodological support. In order to measure the level of concentration, a standard deviation analysis of an indication frequency for each given variable was applied.
The highest level of concentration that was measured on the basis of the highest value of a standard deviation was observed in:
� Monitoring and control of project
( 67%
of respondents indicated current monitoring and control of the project implementation I>rocess),
m Stages and Life Cycle of the proj ect
(59%
of respondents indicated determining different project stages and a description of the main milestones),!Il! Giving structure to the project and scope management
(54%
of respondents indicated complete identification of the project scope and setting the rules of its verification),
m Project time management
(53%
of respondents indicated planning of the project process with a moderate attention to detail), and
� P roject definition
(52%
of respondents indicated a detailed and precise identification of goals, basis and requirements related to project realization) .
The lowest level of concentration of the answers, measured by the lowest value of a standard deviation was observed in: proj ect procurement management, Closeout and project evaluation and Risk management.
I n conformity with the applied research model, an attempt to analyze the factors that influence the needs of methodological support in project management in the studied organizations has been made. For this purpose, tools of statistical analysis were used, including the Rank Correlation Coefficient of Spearman, which presents covariance of an analyzed pai r of variables (exhibit
9).
6. Analysis and research findings
Application of the model of assessment and selection of methodological support tools for project management permitted the identification and analysis of the orga
nizations' needs for methodological support. Both generał profile (of all studied or
ganizations) and cross-sectional profiles (according to the scheme of organizations' characteristics and projects) were analyzed.
Most of the studied organizations expected the proj ect management support to be moderately detailed and based on the use of generał management procedures. Tt
ORGA N IZATION A ND MANAGEMENT No. 5/2011 (1 48) 207
Paweł Wyrozebski
is possible to draw a conclusion that, in the field of project management, there ex
ist two contrary forces that influence the finał form of methodological support. On one hand we havc the need for detailcd solutions and significant support because of the complexity of the projects. On the other hand, there is a reluctance of project staff towards exccssive work formalization and overly-rigid action models. There is also the need to leave a certain freedom of choice for the decision-makers concern
i ng the project implementation methods because of the uniqueness and risk of re
alized ventures.
In the studied organizations, regardless of the specification of a project or or
ganization, from all the fields of project management, Project Definition proved to be the domain that requires particular and exhaustive support. In a significant number of analyzed profiles this domain was considered to be an area that requires a detailed and precise definition of goals, basis and requirements related to project realization. We can interpret this conclusion as a realization of one of the main proj
ect management principles, that is, goal-orientated management. Project definition is a key element of a project. On its basis, other strategies, plans and conceptions are elaborated. Goals described and clefined at this stage arc then being achieved during the project implementation and verified after the project closure. From the project managers' and organizations' point of view, project definition is an area that requires special methodological support. In depth analysis of that question is an object of de
t ailed scientific research, including those conducted by organizations that co-ordi
nate European projects
[3], [4]
Another observation is that, regardless of the specification of a project or or
ganization, tliree domains: Risk management, Quality management and Procure
ment management, were indicated by the studied organizations as ones that re
quire little methodological support in project management. This conclusion was totally unexpected as the importance of these three domains for the project success is often emphasized. Moreover, they are objects of separate standards of risk man
agement and quality management in projects.
'"D1is observation corresponds with the analysis of the project maturity of an or
ganization concerning the above mentioned areas of knowledge. Both international and Polish research show that risk management is an area in which the irnplemented methods are of a very low maturity level
[ 15], [5] .
An explanation of the obtained findings can be the fact that solutions from these domains are still relatively new and not known in Polish organizations as a result of their insufficient popularization . The findings demonstrate a poor level of awareness of Polish project managers concerning the role of risk and quality management in p rojects, relatively poor lrnowledge of different methods, and, consequently, show a great need of making a bigger effort in order to sensitize project managers to these questions and provide tools adapted to the current proj ect maturity level.
208 ORGANIZATIO N A ND MA NAGEMENT No. 5 /201 1 (148)
Research on the needs of methodological support in project management
Another explanation of such an assessment can be connected with the more and m ore frequent processes of transfer of competences in the area of risk management.
'The transfer takes place from projects to program management structurcs and proj
ect p ortfolio management e.g. centralized services of Project Management Offices and p rograms. TI1is is the reason why risk management can be identified with more risk assessment required in order to approve or not approve the possible implemen
tation of a project (portfolio risk level) . TI1is attitude leaves the current risk manage
ment to project managers who rely mainly on their intuition.
As far as project procurement management is concerned the low level of needs can be caused by considering these areas as supporting, carried out by an organiza
tion's functional units. TI1at is the reason why project managers tend to perceive them as less important and peripheral issues that lay beyond basie project tasks. The next interpretation could be the character of implernented projects, in which the relation
ship with external partners is not essential, thus a significant and cornplex method
ological supp ort is not necessary. These observations and its interpretations should be a starting point for further, more detailed and in-depth research.
The strongest relationship between variables was shown between the com
plexity level of implemented projects and project documentation requirements.
In second place, there was the accuracy of the description of stages and project life cyde that increased as the project complexity level, project intensity level and project innovation level rose. There was also a strong connection between the complexity level and project procurement management, change management and risk management.
Together with the growth of organizations have an increased need of method
ological support for Project D efinition, Organizing and leading a proj ect team, De
scription of the stages and life cycle of the project, Proj ect Environment and context, and Giving structure to the project and scope management.
TI1e rise in the intensity of project activily in the organizations was accompanied with an increase in the needs of methodological support for Stages and life cycle of the project, Proj ect procurement management and Project initiation.
Alongside the relative increase in the number of realized projects for external use compared to the in-house proj ects, a decreasing need for methodological sup
p ort in Risk management and Project environment and context has been observed.
The complexity level of implemented projects was an aspect that influenced ex
tensively and to a great degree on the support needs in the studied organizations.
A rise in the complexity level of the projects was accompanied by a growing need of attention to detail in methodological requirements concerning:
li1I P roject documentation
™ D escription of stages and the life cycle of the project
ta P roject Procurement management
ORGANIZATION AND IVIANAGEMENT No. 5/201 1 ( 1 48)
209
•
Paweł Wyrozebski· · · ··
r1ł Change management
m» Risk management
im Project cost management
!i.ll IT support for the methodology
� Project environment and context
� Project definition
r� Q uality management
f\! Project resource management
Mil Monitoring and control of project
fl1! Closeout and project evaluation
1m Project time management
� Communication management
l!; Organizing and leading a proj ect team
'Ibe innovation level has also influenced, to a large extent, the process of generat
ing the methodological needs. Its rise was accompanied by a growing need of atten
tion to detail in the methodological requirements in the following areas:
� Stages and life cycle of the p roject
)M IT support for the methodology
!'iii Project resource management
� Project Procurement management
l'1 Project environment and context
fil Risk management
!!::� Change management
� Monitoring and control of proj ect
� Project initiation
l1ll Proj ect definition
As far as the organization's and implemented projects' characteristics are con
cerned, there were no signs of a relationship between the needs for methodologi
cal support and foreign capital share in the equity capital of the studied organi
zations. Although one could presume, on the basis of the observed project maturity and development of project management in Poland that such relationship exists (be
ing a result of transfer of knowledge ), it was not confirmed by the research.
The relationship behveen soft projects, investment projects, and methodologi
cal support needs was also not revealed in any of the studied project management problem areas. It can mean that, from the point of view of methodological efliciency, the above mentioned project categories have similar characteristics.
210 ORGANIZATION A ND MA NAGEMENT No. 5/2011 (148)
Research on the needs of methodological support in project management
Conclusion
TI1e project management methodologi es have become a key element of the envi ronment of project management. TI1ey are a source of knowledge, a ro ad map and a si gn-post for the project managers. They are also a set of methods for solvi ng prob
lems duri ng project reali zati on. An i mplementati on of project management standards i s, i n i tself, a complex and uni que venture that has a powerful i nfluence on the orga
ni zation's way of operati ng. TI1 e ri chness of exi sti ng standards means that maki ng the ri ght choi ce and then adapting the methodologi cal support soluti ons consti tute a great challenge.
A research tool whi ch was presented i n the arti cle, a morphologi cal matri x of methodologi cal support for project management, makes possible not only conduct
i ng the syntheti c populati on assessment (as i t was presented above), but also an i ndi vi dual assessment - an analysis of the needs of a given enterpri se or organi zati on i n terms of real ex pectati ons towards project management methods and tools. Compar
i ng the needs profi le wi th the profiles of support provi ded by exi sting project manage
ment methodologi es provi des the basi s of the assessment process and the selecti on of methodologi cal s upport tools on sci enti fi c, rati onal p remi ses, and to use methods and tools that help to mai ntai n i mparti ality characteri sti c of empi ri cal sci ence. That atti tude guarantees that the implemented methodology corresponds i n the hi ghest degree wi th the needs of an organi zati on.
Bibliography
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[2] Goff S.A., What is a PM 1\!fethodology?, www.maxwidernan.com, [ l 9.08.2008] .
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[4,] Grucza B., Problemy defi niowania projektó w europejskich na przykładzie Inicjatywy Wspólnotowej EQUAL [Problems with European project identification, based on an ex
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