January 2, 2025

Navigating the Start of Projects: Choosing the Right Path and Estimating Success

A new project has arrived on the table. The client’s requirements are ambitious, and the stakes are high. The first crucial decision awaits: choosing the right approach to guide the project to success.

As we begin the evaluation, it becomes clear that the initial choice between methodologies will set the tone for the project’s journey. Should we follow a predictive, structured framework with meticulously planned milestones? Or is an adaptive approach more suitable, allowing flexibility and evolution with changing requirements? Let’s explore these choices and how they influence the process of estimation.


The Crossroads: Predictive vs. Adaptive

The Predictive Path (Waterfall): Charting a Clear Course

If we imagine embarking on a journey where every step is preplanned, the predictive approach - often referred to as the waterfall model - relies on thorough upfront planning, clearly defined requirements, and a step-by-step execution process. It’s like navigating with a detailed map, where the destination is known, and the path is fixed. This method works well for projects with:

  • Stable and well-defined requirements.
  • Minimal likelihood of changes.

For example, if we were developing a payroll management system for an organization with fixed requirements and regulatory compliance, a predictive approach could ensure accurate delivery within defined timelines.

The Adaptive Route (Agile): Navigating the Unknown

Now, if we consider the adaptive approach, it’s like using a dynamic GPS that adjusts the route based on factors such as traffic conditions, unexpected roadblocks, or even a change in destination. Agile methodologies - Scrum, Kanban, or Lean - allow us to adapt swiftly to new information, priorities, and challenges. Instead of detailed blueprints, the focus is on iterative progress and incremental value delivery. This method is a good fit for:

  • Projects with evolving goals.
  • Uncertain or volatile environments.
  • Continuous user feedback shaping the end product.

For instance, if we were building a Generative AI-powered Content Creation Platform, where user needs for personalized writing styles, support for new languages, and integration with evolving tools like image or video generation are continuously changing, an adaptive approach would allow iterative enhancements based on real-time feedback and emerging AI advancements.

When to Choose What?

Scenario Predictive Adaptive
Requirements are well-defined
Requirements are evolving
Stakeholders need fixed timelines
Stakeholders expect collaboration
Innovation and uncertainty exist


Estimation Challenges in Both Paths

Both predictive and adaptive approaches come with unique estimation challenges:

In Predictive Projects

  • Initial Precision: Every phase’s cost, time, and resource requirements need to be estimated upfront. Inaccurate estimates can lead to delays and budget overruns.
  • Risk Assessment: Anticipating potential obstacles and including contingencies in the plan can be vital.


In Adaptive Projects

  • Dynamic Planning: Estimates evolve with each iteration, requiring continuous recalibration.
  • Measuring Velocity: Tracking the team’s pace of work helps refine future estimations.


Exploring Estimation Techniques

For Predictive Projects

  • Bottom-Up Estimation: This method involves breaking the project into smaller tasks, estimating each one, and aggregating the totals. It is highly accurate but can be time-intensive, making it a great option for detailed planning phases.
  • Analogous Estimation: This technique relies on historical data from similar projects to make predictions. For instance, if a previous project with similar scope and complexity took six months to complete, it can serve as a reference point. While quick and efficient, this approach may lack precision, making it more suitable for early-stage planning.
  • Other Techniques: There are additional approaches, such as:
    • Parametric Estimating: Uses statistical models based on variables, like cost per line of code, for predictions.
    • Single-Point Estimating: Provides one fixed estimate, which might oversimplify and add risks.
    • Three-Point Estimating: Considers optimistic, pessimistic, and most likely scenarios to create a balanced estimate. This can help in managing uncertainties.


For Adaptive Projects

  • Affinity Estimating (Story Points): Tasks are grouped based on complexity or effort and assigned relative points. This collaborative approach allows for quick estimation while leveraging team consensus.
  • T-Shirt Sizing: Tasks are classified into sizes such as XS, S, M, L, and XL based on their complexity. This method is helpful in the early stages when tasks need broad categorization for planning.
  • Planning Poker: A gamified method where team members simultaneously share their estimates using cards. This fosters collaboration and helps refine discrepancies, often leading to more accurate estimates.


Conclusion

Starting a project often involves navigating through a range of decisions, and choosing the right methodology is one of the most critical steps. Both predictive and adaptive approaches have their merits, and sometimes a blend of both can address specific project needs effectively.

Ultimately, the key for us is to align the methodology with the project’s characteristics and use the right estimation techniques to set realistic expectations. With thoughtful consideration and collaboration, a project can move closer to its goals, step by step.

If you have any questions you can reach out our SharePoint Consulting team here.