Beruflich Dokumente
Kultur Dokumente
92–100, 2001
Pergamon 2001 Elsevier Science Ltd. All rights reserved
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Large-scale engineering projects have traditionally and associated research activities. Projects are econ-
dominated the subject of project management. omically important, both as direct value-earners and
Today, however, project management has become a as means of carrying out organisational change.
core business process for most organisations. This Indeed, a shift in value-adding activity from repeti-
paper argues that the academic subject and many tive to project-based organisations has been noted
of the practices have lagged behind this change. (Kerzner, 1998; Peters, 1999). In addition, the skill-
Particular problems are identified with the role of set of the project manager is very much in demand
strategy and planning, the units of assessment, the (Fortune, 10/7/95, pp. 121–122).
planning process itself and the body of knowledge
of the subject. An alternative view of project man- It will be demonstrated that this economic impor-
agement is proposed based on an integrative model tance has not been reflected in the level of importance
and areas for further development are identified. given to the subject area, both in academe and in
2001 Elsevier Science Ltd. All rights reserved business. Currently, performance in business projects
is generally perceived to be poor (Atkinson, 1999). At
Keywords: Project management, Gantt charts, Strat- the same time, the subject appears to have failed to
egy, Operations management capture the imagination of academics in the way that
knowledge management, for instance, has done. This
lack of wide-scale attention has resulted in the situ-
ation today where there is considerable potential for
Introduction the subject area to be developed, from both an aca-
demic and a practitioner perspective. This paper will
During a recent study of new product development identify the areas where this potential exists and sug-
practices in a wide range of firms, one of the issues gests specific issues that could move the subject for-
addressed was ‘Tell me how you manage projects.’ ward. Such change has successfully taken place in
Many responses were to the effect of ‘If you mean, repetitive operations (both in theory and practice)
“do we have a Gantt Chart for every project?” The over the past twenty years; a key question is whether
answer is no.’ It wasn’t what was meant, but the fact this development can also occur in the project arena.
that so many, both during this study and during the It will certainly require a fundamental re-think of the
many executive development courses I have taught, nature of projects and the role of management in the
viewed the Gantt Chart as representing ‘project man- project environment, and how this differs from the
agement’ is indicative of a very limited approach to approach that has been used since the 1950s.
the subject. The Gantt Chart alone is a blunt instru-
ment. In this paper, the traditional view of projects We conclude that many relevant issues are given
will be compared with a new view — termed the very limited treatment under the traditional
Beyond the Gantt Chart approach. This is a hybrid approach to project management and that this does
approach, which combines best practices from prac- not fit with the context in which project managers
titioners with leading-edge management theory, with (regardless of whether they have that title) operate
the objective of defining a way forward for the sub- today in many industries, not least those of the ‘new
ject and the practice of project management. economy.’ In particular, the need to make the subject
area a more inclusive discipline is argued. This paper
Specifically, this paper reviews the current state and closes with a set of recommendations for exploration
potential future directions of project management to develop their application within this approach.
cially, the business imperative now exists in sufficient formance measures in the basic project success cri-
areas of business to warrant such development. The teria of time, cost and quality.
comparison of the traditional and the BTGC
approach are shown in Figure 1.
Manufacturing or Service Paradigms
As shown in Figure 1, the two approaches are sig-
nificantly different. Using a traditional approach, it The manufacturing approach to quality championed
is often found that rather than aiming to create com- conformance to specification as the metric for suc-
petitive advantage through projects, project man- cess. This relied on quality being definable through
agers are forced into the mode of trying to ‘minimise a precisely measurable set of characteristics. Whilst
the negative potential’ of projects (Hayes and Wheel- this may work well for large-scale engineering pro-
wright, 1984). jects, the modern project environment requires a
much higher degree of customer orientation, con-
sidering management of both perceptions and expec-
Units of Assessment tations. Furthermore, many modern projects do not
have tangible outputs. Rather than applying product-
In the literature on the traditional approach to project based measures of quality in such instances, service-
management, it is striking that all of the project sys- based definitions and derived measures are far more
tems are geared towards assuring conformance to appropriate. The contrast between the two is illus-
budget, scope and time constraints. Higher level con- trated in Table 2.
siderations such as the need for excellence, continu-
ous improvement and achieving customer delight are
apparently outside the scope of the project manager. Focus of Project Management Activities
This is a major weakness and one that is similar to
the manufacturing management approaches to qual- Tatikonda and Rosenthal (1999) note that ‘Although
ity management of the 1960s, where the emphasis there is a substantial Operations Management [sic]
was on quality control and conformance to literature on the topic of project management the pro-
standard/specification. The quality revolution in the ject execution phase has received little attention in
1980s and 1990s completely changed the agenda in this literature.’ Indeed, most texts implicitly suggest
manufacturing, but this paradigm shift seems to have that planning and systems are everything, and that
passed project management by in both the literature if plans and systems are put in place using the right
and many instances of practice. Whilst project man- procedures, then the project will succeed. As this
agers are judged by measures of conformance, the literature appears to have been relatively stable over
modern project requires real performance. The follow- the past 20 years, an opportunity therefore also exists
ing discussion suggests further reasons for the cur- for a greater discussion of the role of managers in the
rent state and the gap between repetitive operations execution of projects. Further consideration suggests
and project practices in this respect. Table 1 summar- another difference between the traditional approach
ises the comparison between conformance and per- and current practices, concerning the nature of the
Manufacturing Service
Definition Product-based — a precise and measurable set of Based on stakeholders’ expectations and
characteristics perceptions
Attributes Performance, conformance, features, reliability, Access, communication, competence, courtesy,
durability, serviceability, perceived quality and credibility, reliability, responsiveness, security,
aesthetics (Garvin, 1984) tangibles, understanding/knowing the customer
(Parasuraman et al., 1985)
planning process, both the nature of the activity and 2. The nature of the distributions used for planning
the tools and techniques. are inherently flawed for two reasons: firstly
whilst delays will accumulate, any benefits from
an early finish in activities are rarely passed on;
The Planning Process secondly, estimates are often sandbagged or
include large amounts of slack time built in by
Scheduling and inventory control were key issues in individuals to protect themselves resulting in local
the operations management texts of the 1970s and time buffers, which do not benefit the project over-
1980s, necessitating a grasp of an ever-expanding all;
array of numerical methods. Just-In-Time — and to
a certain extent the Theory Of Constraints (TOC) — Goldratt’s solution is sufficiently different from pre-
changed the underlying problem that these numeri- vious approaches to warrant some further attention,
cal methods had set out to solve. In project manage- and uses the same logical basis — the Theory Of Con-
ment, the traditional approach is focused primarily straints (TOC) that has been successfully applied in
on detailed network scheduling approaches for pro- manufacturing. References to applications are cur-
ject planning (Tatikonda and Rosenthal, 1999), which rently limited (Barber et al., 1999; Newbold, 1999;
require increasingly complex tools and techniques to Leach, 1999; Maylor, 2000), but as applications
optimise. Quite how effective these techniques are is increase and software support improves
debatable given the number of high-profile failures (e.g.www.ProChain.com) this solution is likely to be
where they have been used extensively. Recent devel- more widely used and be open to further evaluation.
opments in the literature (specifically Goldratt, 1997)
may change the nature of the scheduling problem in Whilst there are clearly problems to be resolved here,
the same manner as occurred with production plan- further evaluation of the tools and techniques used
ning. by project managers is timely. The Gantt Chart is
probably the most widely-used of these. Whilst com-
As previously discussed, project over-runs are con- puter-generated graphics and colour print-outs have
sidered the norm in many areas of commercial given Henry Gantt’s production planning bar chart
activity. Given the level of failure in projects where a perceived new lease of life by imbuing a sense of
the classical techniques — particularly PERT — have certainty and they have retained their credibility
been used, it is time to call them into question. Rand despite contrary evidence, particular problems arise
(2000, p. 175) speaks heresy in traditional terms by here. Firstly, the Gantt Chart is a useful tool for the
asking: presentation of time information concerning plans.
This can be a presentation of predictions of future
Why should there be need for other methods for Project timings or graphical representation of past achieve-
Management to replace or maybe enhance CPM/PERT? ments and disasters. It does not cover the reason why
Self-evidently, CPM/PERT frequently does not work. such planning is carried out — to enable modelling
and analysis of project systems. Secondly, it encour-
Goldratt (1997) questions our very understanding of ages a one-step approach to planning. As a result of
the problem of project scheduling, rejecting tra- the presentation capabilities of modern planning
ditional methods of project scheduling on the basis packages, the visual quality of colour charts means
that: that they gain an implicit credibility. This can result
in staff being unwilling to challenge the charts, and
1. There is too much uncertainty in plans — plans so they gain a momentum all of their own. Thirdly,
require (and indeed infer) a high degree of cer- they encourage the project manager to over-control
tainty in time estimates to be representative mod- the project rather than devolve the responsibility for
els. He contends that whilst it may be possible in the time-plan to team members. With the increasing
the short-term to consider likely scenarios, longer power and availability of the PC, and increased func-
term there are stronger factors coming into play — tionality and interfaceability of the software, there is
specifically uncertainty, which has to be managed the tendency for the project manager to become not
as you progress (requiring flexibility) rather than just ‘keeper of the charts’ but also computer operator.
pre-determined actions; This will often occur in a vain attempt to keep the
computer version of the project plan up to date. els of success comparable with the best in the world
Many consider the predominance of planning today. The difference between the two cases shows
software not to be as helpful to the profession as the the benefits of treating projects as a business process,
vendors of such systems would have us believe. that can be improved and the learning managed from
Indeed as the projects director of a large construction each time the project is run.
company recently commented, ‘I believe that com-
puter-based project management software has set the Treating a project as a process, in the traditional oper-
subject back 20 years.’ ations sense of a conversion process, leads to a search
for similarities rather than differences between pro-
Many truly excellent organisations do not use the cesses. The underlying conversion process, and there-
PERT approach to planning projects. One of Hewlett fore the task for management, has strong similarities
Packard’s UK plants uses whiteboards and Post-It across many industries and many types of project
notes for project planning at the top level with indi- activities. Firstly, at the individual task level, it is
vidual sub-project managers free to use computerised likely that there is little novelty. Indeed it is likely
planning software at the task level. This approach is that there are many repetitive operations being con-
an adaptation of the principle so well demonstrated ducted. Whether this is designing a new product or
by Japanese manufacturers in planning and schedul- implementing an IT system, there are elements that
ing — that of ensuring visibility. To assist in moving are common to many activities. The conventional
towards more visual methods of planning, there are approaches of operations management to the design,
may tools and techniques available to the project analysis and improvement of these processes are
manager. Deployment flow charts are just one such indeed highly useful rather than inappropriate, as the
example, which allow whole processes to be mapped conventional definition would have us believe.
simply (Maylor, 1999; www.teamflow.com). These When the definition of the project is focused on the
are fundamentally different from the ubiquitous physical product, two other characteristics generally
Gantt Chart — and are used for bringing the subject accompany it. The first concerns the view of what
of project management to the boardroom, by provid- constitutes ‘project management.’ The second con-
ing better descriptions of project-based business pro- cerns the role of the project manager. On the first
cesses. In addition, they facilitate communications issue there has been much debate, though this
and analysis appropriate at this level. appears to have missed the central point concerning
organisational needs of project managers. Turner
(1999) considers the need for project management to
Definition of Project and Project Management distinguish itself from general management for fear
of losing its identity. The problem with this approach
A project is often simply defined as ‘a one-off is that it is not backed by any level of professional
activity.’ This definition was applicable for large uniqueness, rather than a jealous guarding of the
engineering projects taking carried out over long per- ‘tools of the trade.’ Given the (lack of) success of
iods of time, but for today’s environment, causes these tools, as discussed in previous sections, there
some problems of its own. Firstly, it infers a degree is surely room for a different approach. This comes
of novelty that is often mis-placed. Today, project when one considers the role of project managers in
management is concerned with a much wider range modern organisations. It is much wider than the con-
of durations and levels of complexity. Secondly, it ventional consideration of the subject leads us to
discourages the role of consideration of projects as a believe. For example, Tatikonda and Rosenthal (1999)
business process, focusing instead on the technical or show project management as involving a large num-
physical aspects of the work involved. Projects today ber of disciplines and draw upon the literature of
are a core business process for most organisations. organisational theory in particular to expand the dis-
cussion of issues faced by project managers.
The traditional view may still be current for some
sectors, but it is argued that the business process I suggest that this is a more generally applicable
view is superior. For example, during discussion of model and one that has been ignored for too long. A
the role of the Deming Cycle (plan – do – check – act) project can be redefined as a finite activity, which is
as applied to project management, managers from a a point of convergence for business functions, theor-
construction firm commented that ‘…our projects are etical disciplines and all parts of the value-stream.
unique, there is no role for review.’ Further investi- Projects differ from repetitive operations in that they
gation showed that the same mistakes were made are more likely to involve inputs from other functions
over and over again in projects. This was predictable; and this is a key to broadening the subject base.
like hedgehogs squashed on the road, the lack of Maintaining project management as a specialism that
evolutionary feedback in this system means mistakes ignores this unique requirement to integrate knowl-
will be repeated. Discussions with managers from a edge and resources will keep the subject irrelevant to
very different firm showed that most projects started both aspiring and high-performing organisations.
with the consideration of the documented reviews The consideration of the role will be continued here,
from previous similar projects. The need to improve and the integration of academic disciplines discussed
the process was paramount. This was reflected in lev- in the following section.
Gray and Larson (2000), p. 13) contrast an integrated derived, but more on conjecture. The Body of Knowl-
approach with that of the piecemeal approach to pro- edge is based more on empirical evidence than cer-
jects. ‘Piecemeal systems fail to tie projects to the tain knowledge.’ If project management does indeed
overall strategies of the firm. Piecemeal project pri- lack a strong theoretical base it is perhaps because it
ority systems fail to prioritise project selection to has been trying to establish its own domain within
resources and those projects that contribute most to the management arena, but with little success. All the
the strategic plan. Piecemeal tools and techniques fail well-developed theories of management are within
to be integrated throughout the project life cycle. one or more specialisms that have many years of
Piecemeal approaches fail to balance the application dedicated research and development behind them.
of project planning and control methods with appro-
priate adjustments in the organisation’s culture to The academic discipline of project management has
support project endeavours.’ They might usefully so far missed the very point of its existence. It should
have added many more issues that are the victims of not strive to become a specialism that develops its
piecemeal approach to project management — more own grand theories (those concerning planning have
are covered in the following section. already been questioned in this paper), but to echo
the role that project managers take in practice and be
Evidence as to why there is such a piecemeal the integrators of knowledge and theory from all the
approach to project management must consider the other disciplines. So what are the grand theories of
element of management training and education. Dur- integration and what are the great and the good in
ing a recent study of new product development man- project management doing to promote them?
agers, of 43 interviewed, none of them had had any Specifically — the academic discipline of project
training in the area of project management. It was management should be aiming to be the point where
clear that people were given projects to manage all the relevant knowledge is brought to bear on the
(generally a cross-functional task) as a reward for problems being faced. This is completely consistent
good functional performance. It was not generally with the nature of project management of being
recognised that the skill-set of a manager was any- ‘where the rubber hits the road.’ Table 3 shows
thing other than that learned by experience. Given examples of these areas of contact with project man-
that the issue of ‘learning from experience’ has agement and some of the issues that are pertinent to
already been shown to be a weakness of the current the subject. This also shows that there is a significant
approach, this is hardly a good basis for either indi- body of theory to be drawn on for our purposes and
viduals or organisations to be progressing from. The it is not necessary to re-invent that particular wheel,
promotional issue has been noted previously, though but focus on the task of making project management
appears not to have been resolved. It has resulted in the point of integration. Whilst this is achieved to a
many calling project management the accidental pro- limited extent in the project management bodies of
fession (Kerzner, 1998). knowledge cited in the following section, there is sig-
nificant potential for these interfaces to be developed
Together with an apparent lack of training of project and greater integration of the work of these special-
managers, it was recently reported that project man- ists to take place.
agement was an option on only two of the top 11
European MBA programmes (Goffin, 1998). As a core Other areas that have significant bodies of knowl-
value-adding activity this seems out of step with the edge that are highly pertinent include quality man-
needs of practitioners and students, most of whom agement, information management (not just IT), per-
are/will be involved, if not full-time, then at least for formance measurement, organisational change,
part of their time, in project activities. Consideration knowledge management, management science
of this particular problem shows that this could be (though this has already been extensively used) and
due to a number of factors. Firstly, unlike operations operations management.
management, the subject is still dominated by
numerical ‘skill’ issues. Secondly, with the current Within the project management arena there are a
literature available on project management, the litera- number of formalised ‘bodies of knowledge’ which
ture is not sufficiently strategically relevant to are relevant to this discussion. These are reviewed in
encourage high-level debate. Turner (2000) and include those of the International
Project Management Association (Caupin et al., 1999),
the Project Management Institute (Duncan, 1996) and
Project Management as an Integrative Academic the Association for Project Management (Dixon,
Discipline 2000). Firms from the ‘traditional projects’ sector
heavily influence these documents and these formal-
Turner (1999, p. 329) notes that ‘Project management ised bodies of knowledge contrast markedly with the
lacks a strong theoretical base. Yes, there is an exten- live, rapidly moving but often tacit bodies of knowl-
sive body of knowledge, including many familiar edge that exist in many high-performing firms. With
tools and techniques. However the Project Manage- the change in the nature of project management to
ment Body of Knowledge [sic] is not based on a series encompass a wider range of activities comes the need
of premises from which a strong, consistent theory is to re-invent the bodies of knowledge. In particular,
Strategy Role of strategy in projects and projects in strategy; policy deployment; aggregate planning;
policy and focus; creating competencies and competitive advantage; leveraging knowledge
and capability.
Human resources Selecting, managing and leading teams; motivation; empowerment; pay and control systems;
skills development; job design.
Organisational behaviour Work structures and systems; communications; systems of authority, responsibility and
resource allocation.
Marketing Customer and stakeholder needs analysis; expectations management; ongoing provision of
cues; management of marketing communications; post-project perceptions management.
Supply-chain management The integration of suppliers and customers into project teams; establishing long-term
relationships and developing networks of organisations (see following section).
Financial management Systems for evaluation; systems for planning cost, credit and budgetary control; financial risk
evaluation; auditing systems.
there is an opportunity to make application contin- different approach to strategy, assessment, planning
gent on the type of project being undertaken. and the subject of project management itself have
solved many of these problems. These solutions have
been synthesised into the Beyond the Gantt Chart
approach. The comparisons between this approach
Conclusions and the traditional are summarised in Table 4.
Role of strategy Projects are reactive Projects contribute to and form part of organisational
strategy
Unit of assessment Conformance to plan/schedule Performance/excellence; project success measured by
appropriate process and outcome measures
Prevailing paradigm Manufacturing — quality is a Service — quality is based on exceeding stakeholders’
definable and measurable set of expectations
characteristics
Focus of project management Planning All activities from planning through to post project
activities review and marketing of project performance
The planning process Employs predominantly tactical Whole range of tools and approaches applied as and
tools — typically CPA/PERT/Gantt when needed at strategic, systems and tactical levels
View of project and project Project is unique activity and project Project is a core business process which draws on
management management can only draw from similar processes for experience; project contains
things directly concerned with many elements of repetitive work. The project is a
project management convergence point for theoretical disciplines, business
functions and all parts of the project value-stream.
Project management is an integrative discipline
Role of academic subject Subject defined by formalised bodies Subject is a live and rapidly moving body of
of knowledge, heavily reliant on knowledge updated by experience and regular testing;
generic standards which assure regular trials of ideas from other sectors; recognition of
conformance; driven by traditional content through achievement; driven by cross-sectoral
project-based industries — in practices, generating new ideas and adding to the
particular heavy engineering, knowledge base on the application of existing ideas.
defence, construction Academic input focuses on providing methods for
integrating the necessary knowledge into projects from
strategy, HRM, OB, marketing, SCM, operations and
finance.
based on knowledge or faith?. International Journal of Pro- Wheelwright, S.C. and Clark, K.B. (1992) Creating project
ject Management 17(6), 329–330. plans to focus product development. Harvard Business
Turner, J.R. (2000) Editorial: the global body of knowledge…. Review Mar–Apr, 70–82.
International Journal of Project Management 18(1), 1–5.
HARVEY MAYLOR,
School of Management,
University of Bath, Bath
BA2 7AY, UK. E-mail:
mnshm@manage-
ment.bath.ac.uk
Dr Harvey Maylor is
Lecturer in Operations
and Project Management
at the University of Bath
School of Management
and a Visiting Professor at Kasetsart University,
Bangkok, Thailand. Amongst his publications, Pro-
ject Management (Financial Times, 1999) is the
leading text in the area. He has worked with organis-
ations from both public and private sectors as a
trainer and consultant, and has received funding for
his work in project management and new product
development from industry, UK government and the
European Commission.