Like RACIs, project plans have a lot to answer for. Most project plans are hard to read, hard to update, and almost immediately out of date. I’m pretty sceptical of any project documentation that requires lots of time spent up-front to only approximate the reality of what you are doing, and project plans are often an example of just that.
With agile, instead of spending a lot of time developing a detailed plan at the start of your project, you take a more iterative approach.
That doesn’t mean you do no planning. But it does recognise the limitations of planning.
Why planning is difficult
It’s helpful to start by recognising why planning is so hard. The biggy is that things change. We have imperfect knowledge to start with about how long something will take, even before you take this into account. But inevitably, what’s true at the start of your project won’t be true six months in.
Someone will leave your organisation, or the priorities will shift for a team you rely on. Things change externally too – tech, legislation, public opinion, the economy… It’s increasingly true that unpredictable global events will impact what you are working on. And the further ahead you try to predict, the more unpredictable things are, both internally and externally.
More than this, things should change. You should be learning things as your project progresses that change your approach. A project plan that doesn’t allow for this is unhelpful!
Deadlines are difficult too. We tend to use them to keep projects on track, but when things change, deadlines change too. This causes two problems. Firstly, setting and adjusting deadlines is very time consuming. It’s easy to spend a ridiculous amount of time repeatedly updating dates on a Gantt chart.
Secondly, deadlines do funny things to your brain. We use them as a signal of importance, but urgency is not the same as importance, and most deadlines are somewhat arbitrary anyway. This leads to lots of stress trying to meet deadlines that probably weren’t realistic in the first place. And this isn’t necessarily the same as doing the things that are most important for your project.
An agile approach helps address these challenges.
Things change, so your plans should too
When you work in a more iterative way, you stop trying to plan the future in detail. Instead of nailing down every step you are going to take, you start by working out what outcomes you want to achieve and then consider what you can do now to help you get there. Only once you’ve done that do you consider your next iteration. In other words, you plan in detail for the short term, but stay much more light touch for the long term. There might be some big milestones you need to meet along the way, but beyond noting those you don’t spend much time planning an unknowable future.
This only works if your plan is a live document. This means it needs to be easy to update (a Kanban board is much better for this than an Excel document), and you need to have a regular structure for reviewing it so that you are maintaining your planning for the short term. This is where I sing the praises of stand-ups again. Using a similar structure (perhaps less frequently) for project plans at a regular cadence allows you to plan as you go and keep things on track.
Avoid deadlines where you can
This one is counter-intuitive. But it made a huge difference when I stopped trying to add deadlines to everything. And holding on to deadlines is one of the biggest blockers I see to teams trying to adopt stand-ups.
If you are truly reviewing your plans at regular intervals, you shouldn’t need the deadlines just to make sure you do the work on time. Instead, each time you review your project plan, you should be prioritising what work you want to do before your next review. This gives you the opportunity to spot if something is truly time-sensitive and needs to be done now. But it also allows you to take other factors into account in your prioritisation, so ultimately you make better informed choices.
My formula for an agile project plan
Ok, that’s a lot of theory. But what does this look like in practice? You still need to do some work up front. It’s just not as detailed as in a non-agile approach.
- Start by spending time working out what outcomes you want from the project. If you can do this collectively as a project group, even better – it helps give them buy-in and ownership for the final results.
- Break the work down into areas (eg marketing, website development, internal comms). List any activities you are already aware of under each area (eg develop marketing assets, chose marketing channels etc).
- Plot activities on to a high-level roadmap. For some projects, there will be natural phases you can split things into, but if not, keep it simple! A Kanban board with columns for ‘now’, ‘next’ and ‘later’ should do the trick. You should have just a few things in the ‘now’ column and lots more in ‘later’, to help you plan in detail for the short-term whilst keeping the long-term light touch.
- Review your roadmap regularly. The frequency will depend on the type of project, but make sure you have a regular, predictable pattern to review. This probably needs to be at least once a month, and possibly as often as weekly. Each time you review, plan in detail for what you will do between now and the next review. If you think of something that needs to happen later on, capture it so it’s not floating round your head. But you won’t plan that in detail until you get to that point.
How do you approach project planning? Do you have a rhythm that works for you?
