Using constraints for project success

PM Oracles
December 14, 2015

Delivering projects on time, within budget and per an agreed scope can be considered to be a good result by the project team. But effectively managing these constraints does not guarantee that the project is deemed a success by all of its stakeholders. Additional project constraints need to be taken into account to determine whether complete project success is achieved.

A general starting point for these additional constraints is this: think about the longevity of the project’s end output. Take a moment to think about projects you have been involved in, or have known about, that finished 12 months ago or longer. Did they deliver their end output on or before schedule, on or below budget and did they fully meet the requisite expected level of scope and quality?

If so, great. Now fast-forward to today. Do you know how well the end output of that project is being used? And does it contribute to the organisation in the way that may or may not have been originally anticipated?

History has many examples of projects that had a rocky ride until their completion, only to see the end outcome be fantastically successful over a period of time. For example, consider the Sydney Opera House. The design was very challenging to build, and for various reasons the project was completed well over time and budget. Not a great start to its life.

Today, this iconic building is one of the most visited landmarks in the world and is considered an icon of Sydney and Australia. In retrospect, if you queried the project’s stakeholders today, arguably all would agree that regardless of the time and budget overrun, the project has been a great success.

Our take-away messages are as follows:

  • A project’s success depends on how well positioned its end output is placed to enable long-term benefits to be derived, and how successfully these benefits are then achieved over the lifespan of its use.
  • If your project is part of a portfolio and/or program of works, its success needs to be measured by how well it contributes towards the portfolio and/or program as well as how successfully it is delivered in its own right.

Please note that our article does not seek to supplant the Triple Constraint as a principle. Instead we put forward some suggestions on additional constraints that impact project success.

  1. A project’s budget, schedule and scope need to be aligned to the overall benefits of the intended output using benefits management.
  2. Customer and stakeholder satisfaction should be measured with a view to delivering the agreed benefits during the project and the operation of its end output.
  3. Integrating the project into the organisation it is being delivered for depends on successful implementation planning (if your organisation has a project management office, its level of maturity will impact this).
  4. Managing risks (positive and negative) throughout the project should focus people’s minds.
  5. Team dynamics, the organisational structure in which the project exists and the methodology used to implement the project are important constraints that impact project success.

Our double tetrahedron below describes the main elements to these constraints.

project constraints double tetrahedron

Let’s look at each point in turn:

A project’s budget, schedule and scope need to be aligned to the overall benefits of the intended output using benefits management.

To manage a project to budget, schedule and scope is of course important; nobody will dispute that. But take a moment to consider how focusing entirely on these three constraints during design and build (or implementation) can potentially create a ‘blinkered effect’, which could have a detrimental effect on the long-term use of a project’s output and the benefits it is intended to provide.

What if, midway through implementing an agreed element of design, your team is faced with a choice on “which way to build to scope?” Choosing Option A is easier for them, and it allows you to keep on schedule and budget; choosing Option B will throw you off course, be a hassle to an already busy team, but—and here’s the but—if you think hard about it, you know it is the best option for the end users of your final product.

In such situations it is worth pausing for a moment, consulting key stakeholders and making the best choice for the longevity of the product, be it Option A or B. Think hard about the end benefits your project is designed to provide. As long as you have good project management processes in place you will be able to manage any scope, budget and/or schedule change through change control procedures.

Customer and stakeholder satisfaction should be measured with a view to delivering the agreed benefits during the project and the operation of its end output.

This statement stands to reason, but it is not always easy to achieve—it needs focus early. The devil is in the detail. Reaching agreement on the right measures (e.g. KPIs) to track during a project and once its output is in use, should be a key part of your project planning. The measures you agree are project constraints.

Large projects with many internal and external stakeholders will inevitably have many needs and, as a result, it may not be practical to report all KPIs to all stakeholders: some KPIs will be relevant to a particular group, others will not be.

The type of industry you are working in has a large bearing on the measures used as well. Consider whether customer and stakeholder satisfaction is dependent on external constraints of other projects within a program or a portfolio. If it is, understand what these constraints are and how your project influences, and is influenced by them.

Integrating the project into the organisation it is being delivered for depends on successful implementation planning.

In our parlance, implementation planning is about setting up the organisation structure so that when the project’s end output is ready for use—be it a new car design, an IT system, a new hospital—the organisation can maximise its adoption.

For example, making sure that customer support networks are in place, and/or that ongoing product management will ensure the new product/output is continually improved and maintained. Your project may well be part of a business plan that requires several projects to be integrated to achieve maximum value. Thus, understanding these dependencies (or constraints) is vital to its success.

While implementation planning may not seem like a direct constraint to a project while it is being built (or configured), it is. If you do not give it adequate focus during your project’s delivery phase, your customers and other stakeholders may not have the right level of desire to ensure the project’s efforts are geared towards the best long-term outcomes for their organisation(s).

Managing risks (positive and negative) throughout the project should focus people’s minds.

Effective project risk management is generally recognised as a key determinant of project success. Risk management is more than maintaining a Risk Register, it is about ensuring that all opportunities and threats are being constantly monitored, with effective strategies to deal with them being agreed and implemented.

Risk management is a key constraint to delivering a project and the way you manage risks, and the appetite for risk that your key stakeholders have, is an important determinant of success.

Team dynamics, the organisational structure in which the project exists and the methodology used to implement the project are important constraints that impact project success.

Let’s consider each of these three perimeter constraints in turn, and how they play their part to affect your project’s success.

Team dynamics refers to the way you work as a team. Consider the way your team is or will be structured: is it a flat or steep hierarchy (each has its own merits depending on the project)? How dispersed are your team members: across the world or a country, or in the same office? How many different organisations are represented in the project team (for example, is it a joint venture)? All such factors are constraints to manage.

The organisational structure in which your project operates refers to the larger structure of your parent organisation or organisations. Is it a functional structure, where functional managers have most say and power in how things are run, or is it a projectised or matrix structure where project managers have more formal power?

Lastly, project implementation methodologies vary across different disciplines, be it manufacturing approaches such as lean thinking or Kanban/Just In Time, or IT processes such as Waterfall or Agile. Overlay onto that general principles of project management, such as project phasing and the structure of governance. Whichever methodology is agreed is a constraint to be managed.

In conclusion, managing project constraints of time, budget and scope is important, but managing these constraints effectively does not guarantee success in the eyes of all project stakeholders. Other constraints meld into these and affect a project’s success.

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PM Oracles
PM Oracles is Gareth Byatt, Gary Hamilton, Jeff Hodgkinson and Duke Okes, all experienced PMO, program, and project managers who share a common passion to help others and share knowledge about PMO, portfolio, program and project management.
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