Planning as a Mini-V PDF Print E-mail
Written by Louis J. Taborda   
Thursday, 03 December 2009 11:57

The Fractal V Model described by Mark Staples has relevance beyond describing the project/development lifecycle. I found the multiple V's described in his article stimulated one's thinking .... especially the idea of V’s of different sizes.

Although not the intention of the original V-Model, with a little imagination some meaning can be attributed to the size and shape of the V itself. If time is viewed along the x-axis, the y-axis, or "depth of the V" relates to the level of solution abstraction.

Pre-Project Flat-LineThe time dimension should not be contentious - after all, if we flatten a V we get the solution development lifecycle which results in an end-to-end project schedule. The Fractal V is a visually compelling representation that extends the single lifecycle, showing multiple iterations as multiple V's along a time-line. It works in well with my practice of depicting the V with a leading "flat-line" (Fig.1). I do that because I find that many project issues can be traced back to the poor scope negotiations, prioritization and/or estimating that is done prior to the project kicking-off. So it is important to look at what happens before the project starts or a Project Manager is even assigned – the activities conducted in the time before the V really begins!
 
It is this early, pre-project, business case phase - when the technical options are considered and the business benefits are being explored - that can set the course for what is to follow. This preparatory work is essential in traditional (more Waterfall) IT projects but also relevant in Agile projects before they get the approval to commence. Either way, the expectations set at this early stage can determine the success or otherwise of a project and I don't think we do enough to ensure this inception phase is managed adequately.

Mini-V Pre-Project Phase


So, with the Fractal V Model in mind, I can now elaborate on my earlier depiction of the pre-project period. I now draw a "mini-v" for those early activities necessary for the planning of a project (Fig. 2). This recognizes the fact that, just to get an understanding of the scope (for a project or an iteration) , you need to step through the lifecycle phases at a high-level. After all, if you do not have a handle on the activities needed to execute each phase of the project, then you are unlikely to get a realistic plan or estimate; you are really just guessing.



To scope the project effort the kinds of planning questions one might ask include:
•    What of the business processes impacted?
•    What are the key features to be delivered?
•    What is an anticipated architecture and its components?
•    Which legacy systems are impacted?
•    And what new development is necessary?
•    What effort will be needed to integrate and test the system?
•    And last but not least, what resources will be needed for user acceptance? 

The level of planning required (and so the depth of the V) depends upon the degree of accuracy needed for the plan/estimate. After all, if you'll forgive me being facetious, traversing the complete project V and implementing the desired solution would give the most accurate estimate. To illustrate the possibilities consider the options of a deep versus a shallow mini-v, as shown in Fig. 3.

The deep-v would relate to the development of a prototype where all phases of the lifecycle are undertaken over a relatively short time; from analysis, design, code, integration and test. With such a mini-v we may investigate the feasibility of a technology and get a better understanding of what is necessary in the actual project.
 
The shallow-v represents the need to undertake a short analysis and high-level design phase in order to assess and estimate a proposed solution development. Here we may just want to better understand the business solution and determine the architectural components for estimation purposes. This would be the kind of activity that is necessary to come up with an estimated function point count for a project.
 
What the Fractal V model has provided me is a means of diagrammatically representing the inception and planning phases of a project which are often neglected. We have some choices on the level of detail we go to but we essentially undertake a mini-lifecycle as a part of that process. It highlights that estimation and planning are activities that should engage the specialist teams that will conduct these activities - and illustrates that the cost of an estimate goes up with the level of accuracy desired.
 
Finally, what the planning mini-v, shows us that as we create a plan for the delivery of a project, we make decision and set expectations for each phase. However, the thing that troubles me is that we usually do not record the concepts and design decisions made during this phase. That leaves the project team charged with executing the plans little option but to reinvent the wheel - which introduces the possibly of disappointing those who signed-off the original business case.

If we want our projects to be successful and come in on-time and within budget, maybe it is time to take the pre-project, planning-v a little more seriously.


Louis J. Taborda
About the author:

Louis has over twenty two years industry experience that started in complex systems development and morphed into architecting business systems and implementing management best practices. He was awarded a PhD in 2007 for his research into the management of change and architectural complexity in the enterprise. He has consulted internationally for clients in the USA, Europe and Asia, helping organizations streamline their management processes and implement tools that improve team productivity and communications. He is currently the Editor of the Alinement Magazine and continues to evangelize a holistic, end-to-end approach to implementing business strategy.

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Comments (2)Add Comment
Mark Staples
Pre-Project Lifecycle
written by Mark Staples, December 08, 2009
Just where you start the lifecycle model depends on the value you get from using the model. The V model can accommodate as many different levels of requirements and design abstraction as you need. For small projects the pre-project phases are probably in only a few peoples' heads, which i think would reduce the value you get from thiking about those activities using a lifecycle model. But for large projects, or for managing many projects in a program/portfolio, there could be some value in it. (Perhaps you could even blur the highest parts of the V into a sales pipeline!)

I'm not sure if it's best to tack the pre-project mini-Vs on the front of the main V (i.e. on the left, but at the same level/depth - as you've depicted), or on top (i.e. on the left but at a higher level - giving you a taller V). I think I tend to favor the latter, but either way, if you do a prototype I agree you're diving down into a deep and narrow V like you've shown.

0
Is Scoping/Planning Different ?
written by Louis Taborda, December 10, 2009
I think Mark's comment cuts to the chase .... are the pre-project activities different to the early phases of the development? If they are different then the V should be extended upward to cater for these activities .... but I guess my view is that they are not really very different, so I see a mini-v preceding the project-v.

One still needs to do a little analysis and design for the planning/ scoping/ estimating and so I focus on the similarities with any other iterations .... it is just that these planning cycles happen before the project kicks-off.

Both interpretations are valid but I look for similarities because then techniques (for analysis / design) can be applied consistently and, most importantly, it is more likely that the work done in the early, pre-project phases gets communicated and reused in the project execution - rather than being discarded and losing the early decisions made around the Business Case.

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Last Updated on Thursday, 10 December 2009 12:49
 

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