what is project design and methodology

Project Design Explained and 8 Steps to Make One

Learn about the missing project phase and how it can help your projects to achieve success. Discover how to make one and more.

what is project design and methodology

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what is project design and methodology

Many project management approaches overlook a critical phase that can impact project success. Project design is the missing link (project phase) that sets the stage for other project phases.

Teams can struggle to align ideas and objectives without a well-defined project design. Stakeholders may lose themselves in the complexities of project execution because of a lack of clarity. And scope creep can set in and infect every deliverable and stage of your work.

But what exactly is the design phase? And how do you create a successful design document?

Together, we’ll answer these questions and guide you toward project design success. We’ll also show you a few tips and tools to help control these and even other phases.

What is project design?

Project design  is sometimes called the “lost” phase of the customary  five project management stages . It is a primary phase in a project’s life cycle, usually preceding the design of a  project plan  or charter. This is because it concentrates more on the general view of the project rather than its minute details.

‎Once the project design phase is done, it's followed by the creation of a project proposal,  project charter , and  project plan . These project documents typically draw details from ‌the overview that the project design gives. They'll then be used to manage the rest of the  phases of the project life cycle .

For simple and small projects, the project design can replace the proposal and project plan. In these cases, it greatly simplifies the whole  project lifecycle  management process.

Project design is an opportunity to harmonize concepts, processes, and outcomes. Visuals like flowcharts,  Gantt charts , and  timelines  are frequently used to give stakeholders a clear view. The stakeholders are also sometimes given multiple choices, so they can pick the one they believe best meets their requirements.

What is included in project design?

This document phase requires a few key project elements, such as:

  • A project overview of the objectives, scope, and intended outcomes.
  • The chosen  methodology  for project execution such as  Agile  or  Waterfall .
  • This phase identifies the key deliverables, products, or features that the project aims to achieve. Therefore, it’s best to include them during this step.
  • A preliminary budget estimate. It doesn’t have to be a detailed financial breakdown; a rough estimate is all you need.
  • An outline of precise mechanisms for monitoring and evaluating project progress. This includes milestones, checkpoints, and performance metrics (KPIs).
  • The design document should have a rough estimate of the time needed to complete the project.
  • The project design defines the roles and responsibilities of the managerial stakeholders.

How to create a project design in 8 steps

Now that we know what a project design is and what it entails, let’s go over eight steps you can use to create one.

1. Identify the project purpose and objectives

To begin, you should first clearly define the purpose and objectives of the project. Look beyond the immediate goals and focus on the bigger picture.

Think about the following when identifying the project's purpose and objectives:

  • Reflect on your company's mission and vision as you want the project to align with its broader goals.
  • Articulate the core problem your project intends to solve or the value it aims to create.
  • Clearly outline the measurable objectives that will determine the project’s success.

2. Conduct a needs assessment

Once you know the aim and goals of the project, the next step is to evaluate stakeholder requirements. This assessment aims to understand their challenges, expectations, and requirements.

To do this:

  • List all parties involved in the project — team members, users, clients, and anyone impacted. Then, rank them in terms of importance and influence on the project.
  • Ask (highly influential) stakeholders about their pain points, desires, and expectations. Hold interviews, surveys, and workshops to gather information.
  • Rank the gathered information in order of importance.
  • Compare current project goals and stakeholder needs. Try to identify where discrepancies exist — these are your gaps to fill.
  • Capture concise project requirements based on stakeholder input.
  • Use these in the next step to define the project scope.

3. Define the project scope

In Step 3, we’ll define the  project scope  — a pivotal task where you create distinct boundaries. This entails outlining what your project will cover and, equally, what it won’t.

  • ‎To start, you define the outer limits of your project’s reach. Think about your resources,  timeline , capacity, and quality of the major deliverables.
  • Then, specify what exactly falls within and without your project’s scope.

With a well-defined scope, you have a solid benchmark to evaluate changes. This prevents uncontrolled expansion ( scope creep ) that could derail your project’s progress. Another benefit of a well-defined scope is that you can use it to set (and manage)  stakeholder  expectations.

4. Develop a project work plan

In this step, we will create a work plan outlining important project tasks and activities.

  • List all tasks necessary to complete your project.
  • Break down large goals into smaller, manageable tasks.
  • Then, organize the tasks logically (keep in mind any  dependencies ).

A helpful approach is to envision the outcome and work backward.

Another strategy is to use a work breakdown structure ( WBS ). This tool breaks down all work in a hierarchy that makes visualizing work easy. It also checks if all work has been considered or outlined in the plan later.

5. Estimate resources required

We must identify and estimate the resources required to execute the project successfully. Resources are things like personnel, equipment, materials, or a budget.

To estimate resources, you can:

A) Identify the resources you need for each task in your project work plan. Then, estimate the quantity required for each resource. And take into account any dependencies between tasks.

B) If you’ve used a WBS, you must determine the resources for each task. (The lowest level of the WBS gives you the tasks.)

6. Assign managerial roles

It’s common practice not to mention specific roles of lower-level staff, as this document will likely go through many iterations. However, identifying the managerial roles and their responsibilities is essential, as they’ll nurture the project from this phase into existence.

Here, you’ll capture the roles and responsibilities of senior-level stakeholders and managers. You’ll also have to ensure that the assigned duties align with the leaders' expertise.

7. Risk assessment and mitigation

We need to find any risks and plan to lower the impact or avoid them.

Here’s a quick way to do this for the design:

  • List out any potential risks that could impact your project. These could be anything from unexpected resource shortages to technical difficulties.
  • Determine how likely it is for each one to occur.
  • Develop strategies to lessen the impact of identified risks. Think of proactive steps to prevent them and  contingency plans  to handle them if they arise.

8. Finalize the project design document or presentation

Once you’ve gathered all the essential information from the previous steps, it’s time to create a comprehensive project design document. After that, you should present it to the relevant stakeholders and get their approval.

Visual tools for the project design phase

Using visual aids can greatly help to convey the message and create a better group understanding.

Here are several powerful visual tools that are helpful during this phase:

  • Flowcharts  are graphical representations that depict processes, sequences, and decision points. They help identify bottlenecks, decision pathways, and potential inefficiencies.
  • WBS  breaks down the project into manageable components. As mentioned, this helps identify all necessary tasks and lets you see what resources you need.
  • Gantt charts  display tasks along a timeline. You can visualize the project schedule, dependencies, and task durations with them.
  • Kanban boards  are often associated with task management but can also help with the project design phase. You can create a Kanban board to outline the different steps and activities of the project visually. Each column can represent a crucial phase in the design process, such as gathering requirements and conceptualizing. Within each column, you can place cards representing specific tasks or activities related to that phase.
  • Mind maps  visually capture ideas, concepts, and their relationships. They’re particularly helpful for brainstorming sessions and organizing thoughts around project components.
  • PERT  is an acronym for (program evaluation and review technique). PERT charts facilitate understanding project timelines and potential bottlenecks.

Plan your project design with Motion

Months (or years) of planning and testing came before Lance Armstrong took his first famous step on the moon, and before that came the project design. The project design was the guiding light of the project during execution and planning to help them reach success.

To help you reach newer heights with your project phases, try out Motion, a leading  project management tool . It features an automated task manager that you can use to help you plan out work to be done (like a mini-WBS).

)

With Motion’s built-in Kanban board, you can take ‌project design to the next level. Here, you can organize tasks,  workflows , and project stages to get a good overview of the work that has to be done. You can then save the project (and tasks you’ve defined), and when it goes into the planning phase, you can use the one you saved to allocate resources.

Try Motion today, and  grab your 7-day free trial .

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What is Project Design in Project Management?

  • Written by Contributing Writer
  • Updated on October 6, 2023

What is Project Design in Project Management

Projects often involve numerous steps, complex tasks, multiple collaborators, and possibilities of risks arising at any stage. A project design is the glue that holds a project’s moving parts together.

Is it another term for a project plan? Well, no. Even before the detailed project plan comes to life, a project design sets the stage by focusing on the big picture: The outcome. It serves as a driving force that brings the stakeholders on the same page regarding ideas, objectives, and timelines.

If you’re an aspiring project manager, using project design methods and visual aids like flowcharts, Gantt charts, and graphs is an important skill.

In this article, we cover everything you want to know about project design – the essential steps in a project design, expert tips to create effective ones, and examples. We will also touch upon getting a project management certification if you’re serious about building a career in this field.

Understanding Project Design: What is It?

Project design represents the initial stage of a project. This is where essential elements are outlined. This includes key features, structural framework, success benchmarks, and major deliverables.

Project managers often formulate multiple project design options to realize the project’s objectives. Then, the stakeholders select the most suitable design for executing the project.

Diverse outputs may emerge throughout the project design process, including sketches, flowcharts, site maps, HTML screen designs, prototypes, visual representations, etc.

In short, a project design is the bedrock on which a successful project is executed, meeting the stakeholder’s expectations and project goals.

Also Read: Best Project Management Apps You Should Consider

How Project Design Works

Project design is one of the early stages of the project lifecycle. It focuses on conceiving ideas, shaping processes, allocating resources, and defining deliverables.

However, it comes before the detailed project plan, serving as a high-level overview.

A project design is made up of many steps, which include everything from goal definition to the use of visual aids, etc. Tools like the Gantt charts and Kanban boards are used to make the ideas clearer to the stakeholders. It breaks down complex ideas into simpler ones for better communication.

Ultimately, it enhances understanding of the project’s overall viability and direction. This visual clarity helps bring together different participants in the team and enables informed decision-making.

Why is the Project Design Phase Important?

The project design phase is crucial to project management for many reasons. First, it helps lay out the finer details of the project and its success. It lays a framework for identifying, delineating, and accomplishing project objectives.

Carrying out a project in today’s business world is no easy feat. With the help of design thinking, the organization has better collaboration, innovation, and acceleration, leading to effective work and better chances of success.

The project design phase lays the groundwork for the project by covering crucial elements like:

  • Budget estimates
  • Project description, articulating the project’s essence and scope
  • Responsibility assignment, which identifies the individuals or entities responsible for project completion
  • Determining the milestones and their timelines
  • Benchmarks that specify the major deliverables, success standards, and evaluation guidelines
  • Outcomes or tangible results of the project

What is Project Design in Project Management? An Example

Before we go into the intricacies of project design, let us understand what a project design is through an example.

Project design often relies on essential project management tools like Gantt charts to provide a structured framework. Here’s a project design example that illustrates how concepts are incorporated into the project planning tool, specifically Gantt charts.

What is a Gantt Chart?

Henry Gantt invented a Gantt chart in the early 20th century, and it has since become a widely used tool in project management.

Technically, a Gantt chart is a type of bar chart that visually shows a project’s tasks and timeline. It helps project managers and teams to plan, monitor, and control the project activities and progress.

A Gantt chart has two main parts: a list of tasks on the left and a horizontal bar chart on the right. The bars represent each task’s duration, start, and end dates. The bars can also show the tasks’ dependencies, milestones, and status.

What is a Gantt Chart

A Gantt chart can communicate the project scope, schedule, and deliverables to the stakeholders and team members. It can also help to identify potential risks, issues, or delays in the project execution.

Ultimately, Gantt charts are a project design tool and a versatile template that enhances project outcomes.

Also Read: What Is Statistical Process Control and What’s a SPC Chart?

What is the purpose of the project design process?

The project design process serves as a crucial element in project management. Here are some reasons it has become very popular with project managers and businesses.

1. Comprehensive Overview

It creates a comprehensive project overview, covering its goals, objectives, deliverables, resources, risks, and success criteria.

2. Alignment

Project design is crucial in aligning project teams and stakeholders, ensuring everyone shares a common understanding.

3. Preceding Detailed Planning

Since it comes before the detailed project planning and execution phases, it is a foundational step. It shapes what comes after, providing a strategic framework for project implementation.

4. Identification of Challenges and Opportunities

The project design process is instrumental in identifying potential challenges and opportunities in the project. It helps refine the project methodology and strategy.

5. Effective Communication

Project design harnesses visual aids like Gantt charts, Kanban boards, or flowcharts to enhance communication. These help break down complex info into simple terms, bringing everyone on board.

Steps of the Project Design Process

As an integral part of project management, it is essential to go with project design in a detailed and structured manner. Let’s explore each of the nine vital steps within this process, which collectively pave the way for project success.

1. Define your project vision

Begin with a clear project vision. A concise vision statement should cover it. This statement portrays your project’s aspirations and underscores the problem it intends to address.

2. State the problem your project will solve

Identify the problem in need of resolution. Conduct a needs assessment to gain insight into the obstacles faced by the organization.

3. Estimate the required resources

Recognize the requisite resources, from personnel to equipment and facilities, essential for successful project completion. Employ the “Five W’s” (who, what, where, when, and why) to guide your resource assessment.

4. Outline your project goals

Define observable and measurable project goals that align with problem resolution. Utilize the SMART (Specific, Measurable, Achievable, Realistic, and Time-relevant) criteria to craft goal statements that provide clarity and direction.

5. Structure your project strategy

Develop a strategic approach to actualize project goals within resource, schedule, and budget constraints. Draw insights from past projects and industry best practices to construct a comprehensive strategy.

6. Prepare a contingency plan

It is essential to understand that projects rarely unfold precisely as planned. Thus, a contingency plan is crucial for addressing unexpected issues promptly and effectively. Identify potential risks, from skill gaps to schedule delays, and formulate a plan to manage them when needed.

7. Establish an evaluation plan

Implement continuous project evaluation to monitor progress and detect deviations from the plan. The evaluation plan should monitor the project components, outcomes, and impacts, ensuring effectiveness and efficiency.

8. Estimate costs and create a project budget

Formulate a project budget outlining the financial resources required. Begin by estimating costs, identifying impacts, and establishing mechanisms for ongoing financial reporting.

9. Create a project proposal

Finish the project design process with a comprehensive project proposal. Summarize the vision, problem, goals, and strategy, highlighting the project’s potential benefits.

Making a project design with these nine steps creates a solid foundation and a clear path forward.

Also Read: What are PDUs in PMI? An Explainer

Tips to Build the Best Project Design

While the nine steps detailed above cover the entirety of the project design process, here are some expert tips you can keep in mind when creating a project design.

  • Align your deliverables with your goal: Start with the desired outcome and work backward to identify the deliverables that will help you achieve it.
  • Communicate with all stakeholders: Invite your team members and stakeholders to participate in the project design process. This will help you get their input, feedback, and buy-in for the project’s purpose and scope.
  • Update and revise as needed: Project design is not a static process. You may need to change and improve your design document as you learn new information and the project progresses.

Ensuring Business Success with Better Project Designs

The success of project management is tied closely to an efficient project design. You can steer your projects to success with a good understanding of project objectives and a goal-centric approach. With effective communication and flexibility to adapt to the project’s changing needs, you can bring the odds in your favor.

If you’re eager to delve deeper into project management and enhance your project design skills, consider enrolling in our project management course . This program will equip you with the knowledge and tools to excel in project management.

Delivered by Simplilearn, in collaboration with the University of Massachusets,, this program offers authorized training aligned with PMI-PMP® and IASSC-Lean Six Sigma. What sets this program apart is the opportunity to learn from world-class faculty through live classes. You also get to work on a capstone project, which will help you gain first-hand experience and valuable knowledge of this field.

If you want to carve a successful project management career, this is a great course to get the ball rolling. Enroll today to get started!

You might also like to read:

Is Project Management a Good Career? Here’s What You Need to Know

Unlock Your Project Management Potential with These 12 Must-Read Books

What is Scope in Project Management? Definition and Importance

What is Project Management? Tools, Process & Everything You Should Know

Mastering Project Manager Skills: A Comprehensive Guide

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Project Management Methodologies & Frameworks You Should Know

Evan Tarver

Updated: Jul 23, 2024, 7:47pm

Project Management Methodologies & Frameworks You Should Know

Table of Contents

What is a project management methodology, common project management methodologies, how to choose the right project management methodology, frequently asked questions (faqs).

A project management methodology is a set of guiding principles that help you manage a project successfully. There are many methodologies available, but some might be better for you than others. In this article, we take a close look at some of the most popular methodologies, including why they work and which ones you should choose.

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A project management methodology is a set of principles that project managers and team leaders use to plan, execute and manage a successful project. One of the most common is the Agile project management methodology, which focuses on flexibility and speed as its guiding principles. Others, such as the lean methodology preaches waste elimination as the primary principle.

Project management methodologies like these will often have an associated framework that gives project managers processes, procedures and tools based on the principle. For example, the Scrum project management framework is based on the Agile methodology. The Kanban framework is based on the lean project management methodology.

However, other project management methodologies, such as the waterfall method include all the principles, processes and tools without a separate framework. For this reason, when discussing the common methodologies and determining which is best for you, we’ll also discuss the relevant frameworks that help you best implement your chosen principles of management.

The best project management methodologies help you complete a project on time and under budget while exceeding quality standards. With that in mind, let’s look at the most common methodologies and their frameworks so you can choose the best one for you.

Arguably the most common project management methodologies are the waterfall, Agile and lean methods. However, there are many other helpful methodologies available, including the PRINCE2, critical path and Six Sigma methods. Let’s look at each of these methodologies and their related frameworks.

The waterfall model is a traditional, linear project management methodology developed in the 1950s. The model typically includes five or six dependent phases, with each phase relying on the deliverables of the previous one. For this reason, you need to complete each phase before moving onto the next. The six phases of the waterfall methodology include:

  • Requirements: Gather information and create a detailed project plan that outlines each stage of the process, key dependencies, timelines and more.
  • Design: Common in software development, this phase specifies things, including hardware, coding languages and user interface design.
  • Implementation: Next it’s time to develop the product. Using the software example, this is where software development would take place.
  • Verification: Test the software with a quality assurance (QA) team to discover and fix bugs and defects as well as identify additional risks.
  • Deployment: At this stage, the software is deployed to the end-user or the final deliverable is given to the end customer.
  • Maintenance: Maintain the software and make occasional modifications to fix defects, improve performance and add features.

The waterfall model offers a clear plan from start to finish and identifies requirements early in the process. An emphasis on documentation at every stage supports continuity no matter who works on the project.

However, this methodology is rigid and doesn’t account for factors that are unknown early but become relevant later. The linear process doesn’t leave room to iterate when new requirements or constraints become known. This could lead to an inefficient process with an ineffective outcome. For this reason, the waterfall methodology is only good if you’re managing a project with few unknowns.

Originally developed by Toyota for auto manufacturing, lean project management is focused on delivering value and eliminating waste, which it identifies in three categories by their Japanese names:

  • Muda: wasted time, resources or effort that don’t add value for the end user.
  • Mura: overproduction and excess inventory accumulated through an irregular workflow.
  • Muri: overburdening of employees at any stage of a workflow.

The lean project management methodology specializes in creating a culture of continuous improvement by eliminating waste and empowering employees. It helps reduce costs, increase efficiencies and improve quality and employee morale. One of the primary frameworks for implementing its principles is the Kanban framework, which we discuss below

Kanban is a method of lean project management that gives a visual overview of the project process from start to finish. This helps you manage workflow by showing exactly who is working on what and the status of each project component.

People using the Kanban method rely on a Kanban board, which is a digital project management tool that offers columns for various steps in a project workflow and “cards” for each project component moving through that workflow. Cards are moved from one step to the next as they progress through the process.

Agile project management methodologies developed as a response to the rigidity of the waterfall model and were inspired by the speed and flexibility of lean methods. They’re intentionally iterative and collaborative, and they put emphasis on creating good products for customers.

Agile isn’t just a methodology but a set of principles that underlie several methodologies, which sprung from the need for adaptive project management. Core Agile principles, as laid out in the Agile Manifesto penned in 2001 by a group of renegade software developers, include:

  • Individuals and interactions over processes and tools
  • Working software over comprehensive documentation
  • Customer collaboration over contract negotiation
  • Responding to change over following a plan

These principles allow for quick iterations that increase productivity and efficiency and can address changing requirements throughout the project lifecycle. However, eliminating documentation and relying on individual interaction can impede scalability and continuity across teams, especially within larger organizations. Therefore, Agile is best for small teams where developers and stakeholders are on the same page about business needs and constraints.

There are several Agile frameworks people use to implement this set of principles. The most common is the Scrum framework. Let’s look at the most popular Agile frameworks.

Designed for small teams, a Scrum framework guides a simple process of communication, planning, execution and feedback.

Scrum teams work in “sprints” of two to four weeks. The team first plans the goals of the sprint and agrees on deliverables to complete in that period. The team then meets daily for a 15-minute “scrum” or “stand up,” where each team member shares progress and impediments toward the goal.

At the end of each sprint, the team holds a longer meeting for sprint review to present completed work and get feedback and suggestions for future work.

Scrumban is a hybrid of Scrum and Kanban methods. It follows a scrum workflow and visualizes work on a Kanban board with three columns: To Do, Doing and Done. To avoid being overwhelmed, team members pull tasks from To Do as they have bandwidth, rather than committing to timeboxed sprints.

Practitioners of Scrumban keep a daily standup but don’t hold an end-of-sprint review. Instead, they conduct planning and review on an as-needed basis as tasks are completed.

Extreme Programming (XP)

Focused squarely on software development, XP project management emphasizes communication, simplicity, feedback and testing. It relies on “feedback loops,” where coding is happening continuously—without waiting for comprehensive design or planning upfront—and iterations follow feedback from testing.

The method is best suited for teams where programmers are in sync with stakeholders because the lack of formal management and documentation raises the risk for miscommunication and never-ending changes. However, this framework can create scope creep and it can become costly over time.

PRINCE2 stands for “projects in controlled environments” and was created by the United Kingdom government in 1996 as a version of the waterfall project management methodology. PRINCE2 is based on seven principles that start with a clear business case and include stakeholder management, initiation, planning, control, progress monitoring and acceptance criteria.

There are also seven process steps of PRINCE2, which include:

  • Starting a project: Start the project by submitting a project plan that defines the business case.
  • Directing a project: The project board reviews the plan and decides to move forward.
  • Initiating a project: The board chooses a project manager who creates a more detailed project plan.
  • Controlling a project: The project manager breaks down the project into more manageable stages.
  • Managing product delivery: The project manager oversees the project’s progress and assesses quality standards.
  • Managing stage boundaries: Project board holds a review at the end of each stage before moving forward.
  • Closing a project: T he project manager completes the project and creates the final report.

PRINCE2 is a well-structured and proven methodology that’s widely used. It’s also considered more flexible than the traditional waterfall method. However, PRINCE2 can be time-consuming with a lot of processes that can slow down a small project. Therefore, it’s best for more complex projects where quality standards are high.

Six Sigma was developed by Motorola to improve business processes by eliminating any defects or errors in the process. It uses statistical models to continuously improve quality management so the project’s outcome is successful. Six Sigma uses the following process to eliminate defects and errors:

  • Define: Outline the project goals with a project scope or business case.
  • Measure: Collect data on the current state of the project.
  • Analyze: Review the data to identify root causes of problems.
  • Improve: Fix or improve the root cause in the process.
  • Control: Create safeguards to ensure the issue doesn’t persist.

The Six Sigma framework helps improve quality, eliminate waste, increase efficiency and reduce costs. However, Six Sigma is complex and requires a knowledgeable manager to implement it. For this reason, it’s only right for larger organizations who are looking for efficiency gains in existing processes.

Critical Path Method (CPM)

The critical path method (CPM) is a methodology that identifies the critical tasks within a project, including the dependencies and timelines to completion. It then outlines the longest sequence of critical activities that must be completed to deliver the project on time.

Here’s how to find the critical path with the CPM:

  • List activities: Break down your project into a series of activities or tasks.
  • Identify dependencies: Identify the activities that are dependent on each other.
  • Build a network diagram: Create a flow chart displaying all the activities.
  • Estimate the duration: Estimate the duration of each activity.
  • Determine the critical path: Calculate the critical path by determining the sequence of activities with the longest duration.
  • Determine your slack: Calculate how much a task can be delayed without impacting the project.

The critical path method is great because it identifies a specific duration of time for each task. It even tells you how much allotted time you can go over for each task. This helps you manage project timelines and spot dependencies as you complete tasks. However, the methodology can be tough to manage and is therefore best for complex tasks with a lot of dependencies.

Critical Chain Project Management (CCPM)

Critical chain project management (CCPM) methodology is similar to the critical path method. However, CCPM focuses on the resources required to complete a project rather than time. It assumes that resources are the project’s limiting factor and therefore stresses efficient resource utilization.

CCPM typically follows this process:

  • Identify the critical path: Identify the critical activities required to complete a project using the critical path method.
  • Determine required resources: Estimate the resources you’ll need to complete the project by assigning resources to each task on the chain.
  • Include buffers: Build time and resource buffers into your estimates to help avoid any bottlenecks.

CCPM bases its measure of success on how seldom you’re using your buffers. If you aren’t tapping into your buffer of resources, it’s a sign your process is running efficiently. CCPM can help you save time and money on a project by efficiently allocating resources. However, it can be complex to manage and should be used when resources are the limiting factor of a project.

With so many project management methodologies available, which one do you choose? The best way to decide is to assess factors, such as your budget, team, project complexity, required flexibility, timeline, risk and stakeholder collaboration.

Let’s take a brief look at each to help you make the best decision possible:

  • Budget: The size of your budget will dictate how closely you have to manage it as well as how much you can afford to implement and manage a complex methodology.
  • Team: Assess the size and skill set of your team. Do you have anyone schooled in Scrum? Leveraging the skill set of your team will increase your chances of success.
  • Complexity: Some methodologies are good for simple projects while others are better for complex ones. Choose the methodology that best fits the complexity of your project.
  • Flexibility: How flexible or rigid does your process have to be? More rigid processes, such as the waterfall method, are good when there are few unknowns, but flexible processes, such as Agile, are better when you have to make changes quickly.
  • Timeline: Your project timeline will help determine which methodology to use. Is it more important to finish quickly or spend time on a high-quality result?
  • Risk: Projects with higher risk often use a more rigid methodology, such as the waterfall method, while projects with less risk use a more flexible approach.
  • Collaboration: How much feedback and communication do you need from stakeholders? If you want consistent collaboration, an Agile methodology is best for you.

As you can see, there are many factors to consider when choosing a project management methodology. It may be a good idea to test a few out or even blend a few together to find an approach that best suits your needs. Ultimately, use the one that best helps you manage projects successfully.

Bottom Line

Project management methodologies are the guiding principles that project managers and team leaders use to manage projects successfully. When combined with frameworks, they offer processes and tools to help plan, execute and manage a project. Choose the best methodology and framework for you to improve your project’s chance of success.

What are the best project management tools and software?

To determine the  best project management software , we ranked several tools based on ease of use, cost to your organization, each company’s customer support, as well as special features.

Our top choice is ClickUp, which is best for teams that use the Scrum framework to manage complex projects. Included are prebuilt project management templates with robust automation options available. ClickUp even offers over 1,000 integrations to seamlessly fit into your workflow.

Other highly ranked project management tools include Asana and monday.com.

What is project management methodology?

A project management methodology is a set of principles, values and processes that determine how a team will complete a project. It dictates factors such as level of planning, design and documentation; methods of communication within and outside of the project team; timelines; and modes of assessment.

What is the best project management methodology?

Which model and method will work best for you depends on the unique characteristics of your team and project. Consider typical methods in your industry, your team’s competencies and the project’s complexity to choose the best methodology.

What are project life cycle models?

A project’s lifecycle is the full span of a project through each phase of the process, from planning through delivery. Project lifecycle models are various project planning methodologies that dictate what happens in each phase and how a team moves through the process to complete the project.

What should every project manager know?

Project managers should be familiar with the common project management methods and tools, including agile and waterfall. You should also have necessary soft skills needed for leadership, communication, time management, adaptation and critical thinking on projects.

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Mastering project design: a step-by-step guide.

January 9, 2024

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Have you ever wondered what separates an ordinary project from an extraordinary one? The answer lies in project design. An early process in the project lifecycle , project design is the backbone of all projects.

At the project design stage, you create blueprints for success and shape your raw ideas into a structured path toward achieving your project’s goal.

The project design process isn’t merely drafting plans; it’s much more than that. It’s about strategically envisioning every step, understanding risks, planning for contingencies, and ensuring each component aligns with the overarching goals.

In this article, we’ll take you through all the crucial aspects of project design, starting with why and ending with real-world examples.

What is Project Design?

Clarity of vision, efficient resource allocation, better decision-making, monitoring and evaluation, 1. define your vision and goals, 2. establish outcomes and deliverables, 3. understand the risks and constraints , 4. refine your strategy with visualization, 5. prepare for contingencies , 6. finalize your budget, 7. establish monitoring and approval processes, how to improve project design, project design examples, design and manage projects effectively.

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Project design is the starting phase of a project where project managers plan resources, deliverables, and timelines. From planning the vision and goal of the project to figuring out its budgets and evaluation strategies, many vital decisions take place during this phase.

The primary objective of this phase is to provide a clear and comprehensive framework that guides the project team throughout the entire lifecycle, from initiation to closure.

Brainstorm ideas, develop strategies, gather resources, and establish end goals by experimenting with various tools like flowcharts, prototypes, photo impressions, sketches, and images. And remember to bring out your idea board and involve your team members in the process.

ClickUp 3.0 Whiteboards Collaboration

The critical elements of this stage are as follows:

  • Scope definition: Define the project’s vision, objectives, and deliverables clearly
  • Goal setting: Establish specific, measurable, achievable, and relevant goals
  • Task breakdown: Structure the project into smaller, manageable tasks
  • Identify dependencies: Look at the sequence of tasks and identify dependencies
  • Resource planning: Identify and allocate the necessary resources, such as people, materials, and budget
  • Timeline development: Create a realistic timeline with milestones and deadlines for each phase of the project
  • Risk assessment: Identify potential risks and prepare for contingencies

Once the project plan is completed, share it with your stakeholders and potential investors to get their approval and begin the initiation phase. Since this is essentially a stage to brainstorm and put together your ideas, it is crucial to use tools to make your ideas more tangible and concrete.

ClickUp 3.0 Dashboard Simplified

ClickUp’s project management software offers tools like Gantt charts, ClickUp AI, and more that enhance the clarity of your project plan and facilitate a more comprehensive understanding of the proposed project among stakeholders.

Importance of Project Design in Project Management

The project design process is pivotal to the success and effectiveness of any successful project. As the blueprint of your project, the success of this stage will determine how smoothly your project will move forward. This is because all your steps will be based on the design you establish here.

Here are some reasons why project design is crucial in project management:

Project design helps clarify the overall vision and objectives of the project. It provides a roadmap that outlines the purpose, project goals, and outcomes and ensures everyone is on the same page.

A crucial aspect of this stage is allocating the required resources. From selecting the best project management software to choosing the best people for the job, a project manager can gather the resources necessary to complete the project successfully.

A well-designed project plan ensures informed decision-making throughout the project lifecycle. Make timely and effective decisions with a comprehensive view of your project’s structure and goals.

The project design phase helps you create benchmarks for monitoring progress and evaluating the project’s success. It provides a basis for comparing actual results with planned objectives and enables you to make the necessary adjustments.

7 Steps of a Project Design

Now that you know the importance of the project design process, let us move on to the steps involved. Before diving in, remember that a successful stage is only possible when you use the right tools and follow crucial project management principles .

The first step in project design is defining your vision and goal. People often use these two words interchangeably, but they denote different aspects.

For example, a tech startup’s vision could be to revolutionize digital communication by creating a globally accessible platform. So, their goals could be to reach 10 million active users within the next 18 months and establish a presence in two new international markets by the end of the next fiscal year.

Notice the difference? Your project’s vision is its end goal. It defines what you want to achieve with this project. Your goals are the means to achieve this vision.

Your vision defines the project’s potential, which you can present to stakeholders. Create a captivating vision statement that paints a picture of the problem your project is trying to solve.

Once you’ve created the vision statement, set your goals. Your goals are the solution—how you’ll solve the problem defined in your vision. You can also use the SMART (specific, measurable, achievable, relevant, and time-bound) criteria to develop them.

Since you’ll have more than one goal, ensure they’re clearly defined, visible, and accessible to everyone in the project team to prevent confusion.

Now that your goals are ready, the next step is to establish project outcomes. Outcomes are typically more detailed and measurable. They can be quantitative, such as user engagement metrics and revenue targets, or qualitative, such as improved customer satisfaction.

Once you’ve established the necessary outcomes, document all your major deliverables. There are two types of deliverables:

  • Internal : These will be given to your team members or other internal departments. These include time-tracking reports, initial designs, progress reports, and budget reports
  • External : These are shared with your clients and investors with a stake in the project. They can include project status reports , progress reports, initial and final designs, and final products

Some of the key things to remember while setting project deliverables are:

  • You cannot define project deliverables without having clear and measurable objectives
  • Break down your deliverables into smaller, attainable parts to make them more achievable
  • Set realistic deadlines and follow them. Specify deadlines according to the task level to reduce the chances of delays
  • Rank them in order of priority. This way, your team can work on them on time
  • Establish communication channels to ensure everyone is on the same page
  • Leverage a project management tool to track your deliverables, set them as a priority, and get real-time insights

ClickUp 3.0 Setting Task Priority

Every project carries certain risks. It could be related to processes, people, or resources. That is why it is essential to gain a comprehensive understanding of the various risks that can impact the completion of your project.

With this knowledge, you can develop mitigation strategies and follow up with relevant departments. A mitigation strategy will also reassure your key stakeholders and inspire confidence in your project.

While each project has different risks and constraints, some remain common. Let us discuss them:

  • Scope creep : When project objectives are unclear and communicated with relevant parties. Ensure you establish clarity regarding project parameters from the very beginning to avoid this risk
  • Insufficient resources : This happens due to a lack of resources such as money, time, skills, or technology. To ensure this doesn’t happen in the long run, develop a resource allocation plan
  • Performance risks : Performance risk is when your project performance does not match the initial expectations. While it is challenging to anticipate the exact reason behind the under performance, you can mitigate this by using project management software to track progress in real-time and identify issues on time

Using visual aids in your project strategy makes it more appealing and easily understandable. According to the Project Management Institute , “Visual project management offers information delivered in such a way that anyone can consume it at a time, place, and manner convenient to them.”

From Gantt charts and work charts to mind maps and screen designs, visual aids easily communicate things that seem complex otherwise.

ClickUp Mind Maps

Here are some of the most popular visual tools to use for your project:

  • Mind map: A mind map helps you visualize and link deliverables. Use mind maps to create new ideas and understand different concepts
  • Flowchart: A flowchart gives a step-by-step visual of a process or task
  • Gantt chart: Gantt charts allow you to visualize the length, tasks, timelines, and schedules of a project to help you understand the time a task will take
  • PERT chart : Use this tool to organize and visualize your project tasks. They are especially useful for complex projects
  • Project timelines: A timeline shows tasks or events over a specific period. A visual ensures everyone is aware of the project phases

Another option is using process design software to visualize the complex processes of your project. Since many visual tools are available, choosing the ones that work best for your team is crucial. For example, if your project team is small and the project is simple, you can use a flowchart for details.

No matter how detailed and thorough your project planning is, things might not always go as planned. Therefore, the next step in project design is to develop a contingency plan. This is a plan B to use in case of any identified risk event. The risk can be anything, from a lack of budget and skills to mismanagement or miscommunication.

Here are the steps to create a contingency plan:

  • Since you have already identified risks in an earlier step, it is time to develop mitigation strategies. Allocate resources, including budget and personnel, to implement mitigation strategies
  • Next, establish the trigger points that indicate a risk has occurred. Develop a detailed response plan for each identified risk, including who is responsible for the response and the specific actions to be executed
  • Integrate the contingency plan into the overall project documentation. This will ensure the entire project team is aware of the contingency measures
  • Regularly monitor the project environment for changes that may impact the identified risks

Now that you’ve finished the basics of your project design, it is time to decide on your budget. A comprehensive budget ensures resources are available during project execution and reduces the chances of cost overruns.

Therefore, allocate a certain amount for each project activity, task, and process. A budget also helps you determine your project’s feasibility. If the costs exceed the expected profits, the project might not be feasible.

It is crucial to keep the following things in mind while creating a budget:

  • Consider the team members, external resources, training, equipment, space, and professional services you’ll need to complete the project
  • Estimate amounts for each resource you’ve identified
  • You can compare your present budget to the ones used for similar projects
  • Do not forget to allocate a budget for your contingency plan
  • Mention all the allocated resources in the project document

Since a project budget is a comprehensive document, using a project management tool like ClickUp is best. ClickUp allows you to share and update your budget, along with  innovative ways of visualizing it

The monitoring and approval processes set the criteria for the success of your project, making them an indispensable part of project management. It is where you determine whether you have achieved the desired outcomes and deliverables.

Efficient approval processes ensure transparency, accountability, and effective decision-making throughout the project lifecycle. Project monitoring and approval processes include the following:

  • Identifying and defining measurable KPIs that align with the project objectives
  • Breaking down the project timeline into significant milestones
  • Selecting appropriate tools and systems for monitoring activities
  • Assigning responsibilities to your team members
  • Defining the criteria for obtaining approvals at different stages of the project
  • Developing a communication plan for sharing progress updates and approval requests

The process of project design doesn’t come to an end after following the seven steps mentioned above. As with any process, there is always room for improvement. Therefore, refining strategies, incorporating lessons learned from previous projects, and using new tools and technologies are crucial.

Using a project management tool like ClickUp will help make your project design phase smoother, faster, and more innovative. Let us understand how.

ClickUp 3.0 Dashboard Bundle With Team Goals

  • ClickUp offers interactive timeline features and lets you assign clear timelines to different parts of your projects. Set start and due dates, dependencies, and priorities
  • Break complex projects into manageable tasks and assign them to different team members
  • With ClickUp Docs, you get a comprehensive overview of your projects. Use it to share feedback and mockups and collaborate with your team members in real-time
  • The tool also allows you to visualize team capacity, making it easy to track and improve their efficiency
  • Also, leverage tools like Gantt and PERT charts to see the project progress and visualize processes

Project management tools like Gantt charts are incredibly useful during project design. For example, a Gantt chart shows the project roadmap and timelines if you are working on a software development project.

The Gantt chart below shows the product roadmap and timeline for the project.

ClickUp Gantt Chart View Product Example

Gantt charts depict all the relevant information in an easy-to-digest and structured manner. They also help you share it with all the relevant project stakeholders.

Gantt charts are one of many tools for your project design. Other features, like team view mode, allow you to monitor and track the progress of each team member in your project team.

ClickUp 3.0 Team View Simplified

A project design is a blueprint that transforms your project vision into achievable goals. It offers a structured pathway for teams to follow. By defining your goals, establishing outcomes, understanding risks and visualizations, preparing contingency plans, making a budget, and developing monitoring procedures, ensure your project begins and ends successfully.

And remember to leverage the robust features of a project management tool ! A tool like ClickUp will make your project design phase smoother and help mitigate any risks on time.

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what is project design and methodology

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Project management methodologies: 12 popular frameworks

Project management methodologies article banner image

Project management is an ever-evolving field that requires a number of approaches to be successful. Learning the most popular project management methodologies can help you become an industry expert. 

In order to be the best possible project manager , learn about each of these 12 frameworks to find the one that best fits your team’s needs. 

12 project management frameworks

What it is: The Agile project management methodology is one of the most common project management processes. But the reality is that Agile isn’t technically a methodology. Instead, it’s best defined as a project management principle. 

The basis of an Agile approach is:

Collaborative

Fast and effective

Iterative and data-backed

Values individuals over processes

When it comes to putting the Agile manifesto in place, teams often choose specific methodologies to use alongside Agile. These could include Scrum, Kanban, extreme programming, crystal, or even Scrumban . That's because connecting Agile methodology with a more detailed approach produces a well-rounded project management philosophy and a tangible plan for delivering great work. 

Who should use it: The Agile framework can be used for just about any team. This is because the principle behind it is rather universal. The real trick is deciding which methodology to use with it.

2. Waterfall

What it is: The waterfall model is also a very popular framework. But unlike Agile, waterfall is an actual methodology that is rather straightforward. The waterfall methodology , also known as software development life cycle (SDLC), is a linear process in which work cascades down (similar to a waterfall) and is organized in sequential order. 

Waterfall project management methodology

To achieve this approach, each work task is connected by a dependency. This means each task must be completed before the next task can be started. Not only does this ensure that work stays on track, but it also fosters clear communication throughout the process. 

While viewed as a traditional approach by some modern organizations, this method is good for creating a predictable and thoroughly planned-out project plan . 

Who should use it: Since the waterfall project management methodology is so detailed, it’s great for working on large projects with multiple different stakeholders. This is because there are clear steps throughout the project and dependencies that help track the work needed to reach goals. 

What it is: The Scrum methodology involves short “sprints” that are used to create a project cycle. These cycles span one to two weeks at a time and are organized with teams of 10 or less. This is different from the waterfall approach where individual tasks are broken down into dependencies.

Scum is unique for a variety of reasons, one being the use of a Scrum master. Or, in other words, a project manager that leads daily Scrum meetings, demos, sprints, and sprint retrospectives after each sprint is completed. These meetings aim to connect project stakeholders and ensure tasks are completed on time. 

While Scrum is technically a project management methodology in its own right, it’s most commonly associated with an Agile framework. This is because they share similar principles, such as collaboration and valuing individuals over processes. 

Who should use it: Teams that use an Agile approach should use, or at least try, the Scrum methodology as well. Since sprints are divided into small teams, this approach can work for both small and large teams. 

What it is: The Kanban methodology represents project backlogs using visual elements, specifically boards. This approach is used by Agile teams to better visualize workflows and project progress while decreasing the likelihood of bottlenecks. It’s also usually in the form of a software tool that allows you to change and drag boards seamlessly within projects, though it’s not a requirement. 

Since this method doesn’t have a defined process like others, many teams use it differently. The main concept to keep in mind is that Kanban aims to focus on the most important project tasks, keeping the overall framework simple.

Who should use it: Kanban boards are great for teams of all sizes and specifically remote-first teams. This is because the visual capabilities of Kanban boards help team members stay on track no matter where they are. 

5. Scrumban

What it is: As you may have guessed, Scrumban is a methodology that draws inspiration from both Scrum and Kanban frameworks. Some think of this as a hybrid approach that incorporates the best of each. 

Scrumban project management methodology

Scrumban uses a similar sprint cycle as Scrum but allows individual tasks to be pulled into the plan like Kanban. This allows the most important work to be completed and keeps project plans simple. Scrumban also uses Scrum meetings to enhance collaboration and keep goals top of mind. 

Who should use it: If you like the idea of breaking down a project into smaller tasks, but likewise want to keep it visually simple, Scrumban might be for you. It’s the perfect intersection of simplicity and clarity.  

What it is: PRINCE2 , otherwise known as PR ojects IN C ontrolled E nvironments, uses the overarching waterfall methodology to define stages within a project. It was initially created by the UK government for IT projects and still primarily suits large IT initiatives over the traditional product or market-focused projects. 

There are seven main principles of PRINCE2, which include:

Starting a project

Directing a project

Initiating a project

Controlling a project

Managing product delivery

Managing a stage boundary

Closing a project

These seven principles create a thorough project process and make for an effective enterprise project methodology altogether. It aims to define roles and back management. Not only that, but PRINCE2 can be used to streamline a ton of individual project management tasks, like controlling a stage, managing product delivery, and initiating and closing a project. 

Who should use it: Due to the particular nature of the PRINCE2 project management methodology, it’s best suited for large enterprise projects with a number of project stakeholders . Using it for small projects may create a longer and more complicated process than necessary. 

7. Six Sigma

What it is: Unlike the other PM methodologies, Six Sigma is used for quality management and is frequently described as a philosophy rather than a traditional methodology. It is often paired with either a lean methodology or Agile framework, otherwise known as lean Six Sigma and Agile Six Sigma. 

The main purpose of Six Sigma is to continuously improve processes and eliminate defects. This is achieved through continuous improvements by field experts to sustain, define, and control processes. 

To take this method one step further, you can use a Six Sigma DMAIC process, which creates a phased approach. These phases include:

Define: Create a project scope , business case , and initial stand-up meeting.

Measure: Collect data that helps inform improvement needs.

Analyze: Identify the root causes of problems. 

Improve: Solve the root causes found.

Control: Work to sustain the solutions for future projects. 

Who should use it: Six Sigma is best for large organizations, usually those with a few hundred employees or more. This is when the need to eliminate project waste starts to have a larger impact on your organization. 

8. Critical path method (CPM)

What it is: The critical path method works to identify and schedule critical tasks within a project. This includes creating task dependencies, tracking project goals and progress, prioritizing deliverables , and managing due dates—all of which are similar to a work breakdown structure .

The objective of this methodology is to properly manage successful projects at scale so that milestones and deliverables are mapped correctly. 

Who should use it: The critical path method is best for small and mid-size projects and teams. This is because large projects require many deliverables with multiple stakeholders and the CPM isn’t built to manage complex projects. 

9. Critical chain project management (CCPM)

What it is: The critical chain project management framework is closely related to the critical path methodology but is even more detailed, making it one of the most comprehensive options. 

Critical chain project management methodology

Along with implementing a work breakdown structure like CPM, CCPM includes specific time requirements for each task. This helps take task tracking one step further, making it clear when tasks are going over their allotted time. It also uses resource leveling which aims to resolve large workloads by distributing work across available resources. 

Not only do these help both productivity and efficiency, but they also help connect the work needed to be completed with project goals. Many project management tools even have visual elements to better visualize these goals, creating an organized road map for team members. 

Who should use it: CCPM is a great method for both small and large teams, but it mostly helps solve project efficiency problems . It can also be a great way to report work in progress to leadership. 

What it is: The lean project management methodology aims to cut waste and create a simple framework for project needs. This ultimately means doing more with less in order to maximize efficiency and teamwork. 

While reducing waste originally referred to a physical product (which dates back to the method used by Henry Ford and later by Toyota and Motorola), it now refers to wasteful practices. There are three Ms that represent this:

Muda (wastefulness): Practices that consume resources but don’t add value  

Mura (unevenness): Occurs through overproduction and leaves behind waste 

Muri (overburden): Occurs when there is too much strain on resources  

As a project manager, your job is to prevent the three Ms in order to better execute projects and streamline processes. This is similar to the approach of rational unified process (RUP), which also aims to reduce waste. The difference is that RUP aims to reduce development costs instead of wasteful practices. 

Who should use it: Since lean is all about reducing waste, it’s best suited for teams struggling with efficiency issues. While this will have a greater impact on large organizations, it can be helpful for project teams of all sizes. 

11. Project management institute’s PMBOK® Guide

What it is: While the PMI’s Project Management Body of Knowledge is associated as a project management methodology, it’s more closely related to a set of best practices that take into account various development processes. 

This framework focuses on implementing the five project management phases , all of which help easily manage a project from start to finish in a structured phase approach. The five phases include:

Project initiation

Project planning

Project executing

Project performance

Project closure

While this is a good foundation to keep in mind, the PMBOK® Guide isn’t necessarily as specific as other approaches. This means you’ll need to decide which tasks to complete in each phase. 

Who should use it: The PMBOK® Guide can be used on its own for small teams on standard projects, though it’s a good idea to pair it with a more detailed methodology (like CPM) for large teams handling complex projects. 

12. Extreme programming (XP)

What it is: As the name suggests, extreme programming is used for fast-paced projects with tight deadlines. The approach works by creating short development cycles with many releases. This makes for quick turnaround times and increased productivity . 

Extreme programming (XP) project management methodology

Extreme programming has a few core values, which include simplicity, communication, feedback, respect, and courage. It also includes a specific set of XP rules which includes all phases from planning to testing. 

Who should use it: Extreme programming can be used for individual projects with tight deadlines, most commonly with small to midsize teams. Since XP is a fast-paced method, it should be used lightly in order to prevent burnout . 

Choosing the right project management methodology for your team

There is no one-size-fits-all approach when it comes to project management methodologies. Each one offers unique principles to take a development project from an initial plan to final execution. 

The main aspects to keep in mind are the size of your team and how your team prefers to work. Here are some additional tips to consider:

Your industry : Consider if you’re in an industry that changes frequently. For example, a technology company would be an industry that is ever-evolving. This will affect project consistency and should be paired with either a flexible or stagnant methodology. 

Your project focus : Consider the objectives of your projects . Do you value people over efficiency? This will help pair you with a methodology that matches a similar objective. 

The complexity of projects : Are your projects on the more complex side, or are they usually straightforward? Some methods aren’t as good as others at organizing complex tasks, such a CCPM.

The specialization of roles : Consider how niche the roles within your team are. Can multiple team members alternate the same type of work, or do you need a method that focuses on specialization?

Your organization’s size : The size of your organization and team should be weighed heavily when deciding on a methodology. Methods like Kanban are universal for team size, while options like CPM are better suited for small teams. 

Whether your team members prefer a visual process like Kanban or a more traditional project management approach like the waterfall method, there’s an option for every type of team. To take a project management methodology one step further, consider a work management tool to better track and execute development projects. 

Choose the right project management methodology for your team

Methods to manage your projects mindfully

With the right project management methodology in place, you’ll be able to take your projects to new levels of efficiency and implement processes that are right for your team, your organization, and yourself.

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Project Design for Any Industry

By Kate Eby | November 28, 2016 (updated August 29, 2022)

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Project design is a crucial stage in a project’s life cycle because it identifies key elements and sets the overall tone. However, it’s one stage that’s often rushed or overlooked. For your project to be successful, you must first understand the steps involved in project design, as well as how to document them.

In this article, we’ll show you how to design a project for any industry in 6 helpful step s, focusing heavily on the nonprofit , education , and software development verticals, complete with free, downloadable templates.

What Is Project Design?

Project design is one of the earliest stages in the project lifecycle. During project design, create an outline that includes a project description, a schedule, goals, outcomes, and objectives, major deliverables, and a budget estimate.

It’s important to involve your team and other key stakeholders in project design. This will help ensure important details are included, and that your project is realistic and achievable. Your project design should be carefully documented, and a variety of visual aids may be incorporated, as well.

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6 Steps to Effective Project Design

The project design phase includes six steps. First, define your goals and determine your outcomes. Next, identify potential risks and prepare your materials. Finally, outline your budget and determine your approval and monitoring processes.

1. Define Project Goal First and foremost, you should meet with your team and key stakeholders to define the ultimate goal or outcome of your project. This might be the product that is going to be developed, the service that will be provided, or the problem your project will solve. 

Consider the needs and expectations of all stakeholders and/or beneficiaries when determining your goals, and get their approval early on. Make sure your team members weigh in on the accuracy and feasibility of the goals you define, as well. Remember, the more of this you can figure out ahead of time, the easier your project will be to manage later.

2. Determine Outcomes, Objectives, and/or Deliverables After the primary goals have been established, break each down into smaller, more manageable pieces. In some industries, such as nonprofit and education, these pieces are objectives or outcomes—for example, solutions to problems that have been identified for the population you’re trying to help, or learning goals that students need to achieve. In other industries, such as project management and software development, the smaller pieces may be deliverables, such as a marketing plan, or a prototype of the software. 

During the design phase, some organizations break down outcomes, objectives, and/or deliverables even further into the tasks and activities required to complete them. Others save the task/activity breakdown for a later phase of the project life cycle, such as during project scheduling . It’s up to your organization to decide what works best. 

Whatever your process, it’s helpful to use the SMART acronym when identifying outcomes, objectives, and/or deliverables. Make sure they are:

  • Specific: Be as clear and direct as possible so that later, you can plan the tasks that will be performed to achieve them. Provide specific guidance on which resources are involved and their roles.
  • Measurable: Outcomes, objectives, and/or deliverables must be quantifiable. This way, you’ll be able to measure results and track progress.
  • Achievable: Make sure goals can realistically be achieved given the resources, budget, and time frame available. 
  • Relevant: All outcomes, objectives, and/or deliverables should logically result in achieving project goals and producing intended results.
  • Time-Bound: Provide a timeline for when they will be achieved/completed.

what is project design and methodology

“Outlining projects [and] building that structure first is the key,” says Heather Cazad, Director of Operations at education-focused nonprofit Character.org . “You can get caught up in the minutiae of large projects, but you have to work from the outside in toward the details. Break up large sub-projects into smaller pieces.”

3. Identify Risks, Constraints, and Assumptions Now that you’ve determined what you want your project to achieve, identify anything that could stand in the way of its success. Document any risks and constraints on budget, time, or resources that could affect your team’s ability to reach goals, milestones, and outcomes. Then try to resolve as many of these problems as you can. This will help prevent delays once the project is underway. 

It’s also good practice to document any assumptions made during the project design phase. These will come in handy when you create a Statement of Work (SOW) and/or project schedule, and will also help you estimate costs more accurately. 

“Look out for assumptions,” says Lonergan. “All projects are built on assumptions, and smart project managers know this. At the start of the project, the scope for assumptions is unlimited. Smart project managers capture these within the design process, then deal with them in a very disciplined manner.”

For example, if you assume that a necessary piece of equipment will be available when the project reaches the installation phase, this should be noted. That way, if the person who makes the schedule discovers the equipment isn’t available until a later date, you’ll be informed and can adjust the timeline and budget accordingly— before the actual work begins. 

4. Prepare a Visual Aid  Once you’ve determined your goals, outcomes, and risks, you can prepare a visual aid to represent part or all of the project. Visualizations are particularly common in the creative, construction, nonprofit, and software development verticals. However, using visualizations can be useful when managing any type of project since they provide team members and stakeholders an easily understandable snapshot of the project’s goals, outcomes, deliverables, products, services, and/or functionality. 

Visual aids may include:

  • Sketches or drawings
  • Plans, schematics, or rough blueprints
  • Flow charts 
  • Gantt charts
  • Screenshots or screen designs
  • Whiteboard drawings

The type of visual aid you choose may depend on your industry. In project management, Gantt charts , mind maps, and whiteboard drawings are often used to visualize early-stage project designs. In software development, diagrams, trees, charts, or maps of the software architecture and/or functionality are common (more on this in the software development section below). Prototypes or models may be created for product development projects. While flow charts are common in the nonprofit realm.

what is project design and methodology

‌ Download Project Design Cycle Diagram Template

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In construction project management , blueprints, drawings, schematics, and/or plans are produced, which are then reviewed by an engineer or architect. Once approved, working drawings are created out of the preliminary plans, which are used when performing the actual construction.

5. Ballpark Your Budget It’s important to know the budget right from the start. Even if you don’t have a complete picture of the costs and incomes your project will generate, create a budget in as much detail as you can. The clearer you can be about your budget during the project design phase, the less likely you are to experience unexpected cost overruns later. 

Estimating your budget will also help you determine the feasibility of the project. If the cost is more than your client, customer, funding source, or partnering entity can spare, the project can’t realistically be undertaken. 

6. Determine Approval and Monitoring Processes Now that you have a picture of the project’s goals, risks, and budget, decide how success will be determined. List the criteria you’ll use to judge whether deliverables, outcomes, and the final product have been achieved. You should also determine what processes must be followed in order for the project and its elements to be approved, and who is responsible for approval.

what is project design and methodology

“The goal of the design phase is to have a definite understanding of what success looks like to the project sponsors and key stakeholders,” says Dave Wakeman, Principal at Wakeman Consulting Group . “What I want isn't important. What the sponsors and stakeholders want is. So I spend a tremendous amount of time understanding what success means to them.” ​

For projects that are quite technical or complex, you may also want to add a stage for “proof of concept.” This allows the preliminary design of a product or service to be tested for viability before the project advances to the next phase. Performing this stage can save a lot of time and money if the test isn’t successful. If your proof of concept is feasible, this can reassure clients, stakeholders, and/or funding sources they have made a good investment.

Of course, you must also use the proper documentation to capture all this information. In project management, the output of the design phase may be as simple as a Gantt chart, a flow chart, a work chart, or a hierarchy chart that you carry into the project planning phase. 

However, many projects do not have a formal design phase. In this case, there is an initiation phase, during which you create a detailed project plan , project charter , or project initiation document (PID). The approach you take will depend on your organization.

Laura Puente

“Sometimes our marketing plans or branding initiatives have several audiences, so confirming who we're targeting for each particular project helps focus the team and clarifies objectives,” says Laura Puente, Director of Marketing Communications for Brand Experience firm BrandExtract .

Project Design for the Nonprofit Industry

Project design for nonprofits will differ based on the target population and the regulations of your operating area. That said, nonprofit project designs typically involve creating monitoring and evaluation plans and assessing your stakeholder's capabilities.

Nonprofit project design centers on problems and solutions: it involves identifying issues that impact a target population, instead of finding opportunities for your organization to lessen or eliminate them. Based on information from United Nations agency the International Labour Organization, renowned nonprofit the International Youth Foundation, and other industry experts and resources, here is the basic approach to nonprofit project design:

1. Analyze the situation and identify problems. Conduct a “situation analysis” or “needs assessment,” which involves clearly identifying your target group so you can gain a deep understanding of their needs. Your target population includes direct recipients—those who will benefit from the immediate outcomes of your project—as well as the ultimate beneficiaries, or those who will be impacted by your project in the long term. 

Analyze all available data to get a clearer picture of your target population. Look at demographics, social and cultural factors, politics, the local infrastructure, economic conditions, and any other issues unique to the area or population. You can find this information in existing reports and research, and from direct observation, interviews, and/or focus groups with members of your target group. 

Next, identify the major problems affecting this group, as well as the causes and negative effects of those problems. Look for any notable strengths and weaknesses in the target population, as well as in your own organization. This exercise will help you identify which problems your organization could have the greatest impact on, and prove the need for your project to donors and stakeholders.  

For example, maybe one of the problems is that your target population experiences a higher prevalence of certain communicable diseases. One cause of the problem might be poor education about disease prevention. The effects could include higher mortality and unemployment rates. If your organization excels at educating people about proper health care, you have an opportunity to reduce the impact of this problem.

2. Assess your stakeholders’ capabilities. Your next step is to identify and analyze other current and potential stakeholders, which may include your organization’s funding sources, local and regional government agencies or entities, and other nonprofit groups working in the area. Entities or organizations that can help you better reach your target population are known as “entry points,” and should be identified as such in your project design documentation.

Conducting a stakeholder analysis shows you which groups might have an interest in your project and its outcomes. It will also reveal:

  • Which groups could help or hinder your project
  • What resources they have
  • Their level of influence or authority over the population and the project
  • How high a priority your project is to them

This will allow you to choose the right organizations to partner with, and identify risks posed by those who could restrict your work.

3. Identify the long-term and short-term outcomes you want to achieve. Now that you know the problems, identify the solutions your project will provide. As with any project, you should first identify the ultimate goal or outcome of your project and then break it into smaller outcomes and objectives that will help you reach that goal. 

Nonprofit projects must establish both long-term, strategic outcomes (also known as “development objectives”), as well as nearer-term objectives. Some organizations only identify “immediate objectives,” while others also include “intermediate objectives” that serve as a bridge between the longest- and shortest-term goals. 

When identifying your outcomes, use SMART criteria. Then, phrase them as positive statements that demonstrate how your organization will decrease or eliminate the impact of the problem for your target population. For example: “Implement a program to educate 1,000 people in a rural town in Uganda about how to protect themselves from communicable diseases by the end of the project.”

4. Create an implementation or work plan. Here, you’ll outline the activities that need to be performed in order to achieve outcomes. Identify the long- and near-term objectives the activities will impact, as well as any outputs they will produce. The activities should also meet SMART criteria. It’s a good idea to put these activities in a timetable, as this will make scheduling easier.

Next, list the inputs (staff, financial, and equipment resources) required to carry out the tasks, as well as the costs, or output, the activities will accrue. Using this information, you can create a preliminary budget. Be sure to work with your organization’s financial specialist to ensure your budget estimates are accurate. 

5. Make a monitoring and evaluation (M&E) plan. Nonprofits are accountable to stakeholders and donors and therefore must closely monitor and evaluate the results of their work. “Monitoring” refers to tracking whether activities are being properly executed on a regular basis. “Evaluation” means quantifying the impact of the activities and inputs on the project’s outcomes and outputs. Evaluations are done less frequently—usually at the end of key phases or milestones. 

The M&E plan outlines how your organization will collect, enter, edit, analyze, and interpret project data. To create a plan, choose “indicators” (characteristics that will show whether the desired results have been achieved) and “targets” (the amount of progress you expect to make toward completing an objective in a certain amount of time). These should be specific and quantifiable, and may align with project milestones. 

In your plan, identify the tools and methods that will be used for data collection and analysis; who is responsible for M&E; where it will be performed; the M&E budget; and how reporting will be handled. Also define the process for potential follow-up actions.

Once your nonprofit project design is complete, you can use it as the framework for a formal proposal, which will help your organization secure funding in a later stage. For further guidance, download our nonprofit project design template.

what is project design and methodology

‌ Download Nonprofit Project Design Template

Project Design for the Education Industry

Project design in education is increasingly focused on outcomes. There are several methods that you can use to design education projects, such as giving students “voice and choice” or having them present to a real audience. All of these methods are results-oriented. 

While nonprofit project design centers on problems and solutions, education project design focuses on questions and answers. In project-based learning, teachers help students learn necessary knowledge and skills by designing projects that engage them in independent research and inquiry, resulting in the presentation of a final learning product. 

While every project will vary, the following steps are generally recommended in any type of education project design. These steps are based on information from the Buck Institute for Education (BIE)—a renowned nonprofit that helps educators teach project-based learning—as well as on testimony from industry experts.

1. Identify the learning outcomes. The projects you design should impart students with important knowledge and skills that help them achieve learning outcomes. These outcomes should be based on learning standards, and must cover key subjects for the class and grade level. The project should also facilitate teaching and assessment of the skills students need most to succeed in the modern world (i.e., problem-solving, collaboration, communication, and the use of technology). Identify the primary skills and outcomes that your project will help students achieve.

For example, a learning outcome might be: “Students will be able to articulate which social, political, and economic factors contributed to the onset of the Vietnam War.”

The Institute for Meaningful Instruction creates curricula and instructional material for teachers using nonlinear instructional design (NLID), which is a framework within which project-based learning can take place. With NLID, instructors and project designers first determine the learning outcomes and content they want to teach. Then they work backwards to determine the course material, evaluations, and performance criteria that will be used. 

what is project design and methodology

Ryan O'Donnell, a Co-Founder of the Institute for Meaningful Instruction, explains the approach of designing education projects in the reverse order of how students will experience them allows “for the best outcomes for each individual student or organization.

Tim Hudson

Tim Hudson is Vice President of lLearning at DreamBox Learning , which designs digital math lessons, software, and other resources for teachers and students. His organization takes a similar, outcomes-based approach to project design, which he describes as a backward design process.

Prior to joining DreamBox, Hudson successfully designed education projects in public schools using this outcomes-based approach. 

“In particular, I helped facilitate the long-range strategic planning process for the Parkway School District in suburban St. Louis,” he explains. “Over the course of multiple years, our Steering Committee developed a new mission and vision for the district that defined the essential outcomes for all students. … This project was successful because we engaged the community, planned backwards, and explicitly drew the distinction between the means and ends.”

2. Choose the driving question that the project will answer. Upon completing the project, students should arrive at the answer to a “driving question” that helps them achieve the intended learning outcomes. In order to encourage critical thinking, the question should be reasonably challenging for students in their respective grade levels to answer. It should also be open-ended, with more than one “right” answer, so students have the freedom to inquire and explore.

Driving questions serve as the project’s thesis, and help students understand why they are doing the work. They should be phrased in clear, specific language so they are easy to understand. Perhaps most importantly, driving questions should inspire passion and excitement about answering them. 

Examples of driving questions might be: Why are civil rights important? or Was the Iraq War justified?

3. Structure the project to enable a process of continued inquiry. Not only should your project help students answer a driving question that you supply, it should also provoke them to ask and answer questions of their own. Remember, all project design involves breaking larger components of work into smaller ones that contribute to achieving the ultimate goal. Therefore, students should use the driving question to brainstorm smaller questions that help them arrive at the ultimate answer. 

You may start this brainstorm with the whole class, but the goal is for students to engage in the inquiry process on their own—in other words, answering one question should prompt students to ask themselves another. This pattern of discovery and exploration continues throughout the life of the project, until the driving question is answered. It can also be helpful to focus on real-world questions that affect students’ lives; this will better engage the class and drive learning goals home.

4. Give students “voice and choice.” As the BIE describes, education project design should allow students to have a “voice and choice.” That means students get a say in the questions they ask and answer, the resources they use, how they manage their time, their process for completing and organizing tasks, who is on their team, and other important elements. This helps the project feel more meaningful to individual students.

What’s more, the tools, resources, tasks, and evaluation standards you use should mimic real-world conditions as closely as possible. Instead of simply giving students a textbook to look up the answers in, they should be encouraged to drive their own research and find their own answers through sources they choose. These sources could include anything from watching a documentary film to talking with members of the local community. 

5. Include time and guidelines for reflection, feedback, and revision. Both during and after the project, incorporate opportunities for students and teachers to reflect on the learning, give and receive feedback, and make necessary revisions. Include guidelines in your project design document for when, how, and with whom reflection and feedback sessions should occur. Sessions should be well-structured, and should occur at key points throughout the project life cycle. The goal is to help students understand what they’re doing right, what needs improvement, and how the project relates to greater learning outcomes.

Your project design document should describe what guidelines and methods will be used to provide feedback and reflection. For example, you may want to include things like whether sessions will involve individuals or the whole class; what tools students should use to record reflections and feedback (such as a log, journal, or software program); and what format should be used for these sessions (such as a discussion, focus group, or survey).

6. Have students present their work to a real audience. The result of a successful education project design is a learning product that students present to the public. This could be a report, presentation, service, performance, or anything else that allows students to explain what they learned, how they conducted their work, and why they made certain choices. By presenting their product to an audience outside the classroom, the project becomes more authentic to students and gives them valuable experience for the real world.

Your project design documentation should explain how the learning products will be made public, who they will be presented to, what impact this will have on the audience, and whether work will continue after the product is presented. List any resources (such as personnel, equipment, or facilities) students will need. Include what the product’s content will be, and which learning outcomes and skills will be evaluated. 

To get started on your project design document, download our education project design template.

what is project design and methodology

‌ Download our education project design template

Project Design for the Software Development Industry

Software development projects can be highly technical and complex. These project designs have a broad range: from simple diagrams or descriptions of requirements and functions to long, detailed documents outlining every technical specification of the application or system. 

However, most software development project designs have a few common elements. These are recorded in what is commonly referred to as a Project Design Document (PDD); this may also be known as a “software design document” or “software design description.”

Leigh Epsy

Leigh Epsy, Project Manager and Contributor to ProjectBliss.net , says that in her software projects, “the primary goal is to ensure that the team knows how the solution will be built. This involves not only hardware, but data flow and other considerations. … design architecture, security, and long-range planning all need to be factored in.”

Espy adds that you should “rely on your team's expertise for design” and consult “architects and tool product owners,” rather than trying to create the whole PDD yourself. 

Jeff Kear

Jeff Kear, CEO of event registration software vendor Planning Pod , follows a familiar process when designing his software development projects. He starts by identifying one primary outcome (for example, enabling software users to send email invitations), and then breaks that outcome down into smaller deliverables, such as a feature that allows users to add attachments to email invitations. 

“Once I have my goal structure in place, I can then talk with my developers to determine the sequence of goals/deliverables, and how much time each should reasonably take,” says Kear. “From there, I can start to break down sub-goals for each deliverable, and start setting deadlines for initial concepts/sketches, wireframes, etc.”

In addition to following the general steps for project design listed above, you might want to include the following information in your software development PDD:

  • User interface: Most software development projects will include information about the user interface, which is any part of the application or system that allows a software user to interact with it. This section may include information about control states (which control the program’s operations), buttons or menu items, animations, and anything else the user can interact with.
  • Inputs: Information that needs to be entered into the application and/or its modules by the programmers.                                                                                                                                                       
  • Functional requirements: Your PDD will probably include information about functionality, which, as Espy describes it, includes “the specific functions, tasks, or behaviors the system must support.” This section may include details about installation operations, how potential system failures will be handled, how user-created entries in the application or system will be dealt with, and other technical requirements for the application and modules. 
  • Configuration: If the software will need any special configuration after it’s installed, you may want to include a section explaining what will be involved. 
  • Milestones: It’s up to your organization to determine whether to list milestones in your PDD. Milestones may coincide with the completion of certain functionality, modules, or applications. 
  • Data model and storage: This section would describe how and where information is stored in the system (to varying degrees of complexity depending on the organization).

Diagrams and flowcharts are commonly used in software development projects, as well. These help your team and stakeholders visualize the architecture of the application or system, and/or demonstrate the way different parts of the software interact with one another.

what is project design and methodology

Mike Carrol, Project Manager at marketing firm Webb Mason Marketing , says that when creating a website, he often produces a design briefing, initial comps, and a style guide for the client during the project design phase. He suggests referring to the client’s brand standards or guidelines, responsive design best practices, and client industry research to guide you when creating your documentation.

To get a headstart on your PDD, you can use our software development project design template.

what is project design and methodology

‌ Download Software Development Project Design Template - Word

The Project Design Document for Environmental Projects

Environmental project designs focus on reducing the impact of the project on its surrounding environment. These designs require a project design document (PDD) to be reviewed and approved by relevant governing bodies.

The PDD is also a key document used in Clean Development Mechanism (CDM) projects. These emission-reduction projects are governed by the Kyoto Protocol , and allow countries to trade credits in order to meet emission-reduction targets. CDM projects follow special project design processes and methodologies.

If you are designing a CDM project, a PDD must be created to validate and register your project. The PDD must be reviewed by the Department of Energy (DOE) to make sure it meets validation requirements. The document and the registration request are then submitted by the DOE to the CDM Executive Board for approval. 

There are different PDDs for different project types: large-scale and small-scale activities. Large-scale and small-scale afforestation and reforestation projects; and Programmes of Activities (which allow you to register the implementation of an emission-reduction measure, goal, or policy). These projects have specific guidelines regarding content, attachments and revisions, deviations, and public availability of PDDs.  

In general, however, a PDD for a CDM project includes the following information:

  • A description of the project, including project limitations
  • A description of the baseline methodology, which estimates the emissions that would have been produced if the project hadn’t taken place
  • The period of time during which the project will take place and the emissions that will be created
  • A description of how the project lowers emissions below the levels they would have otherwise reached
  • A description of the impact the project will have on the environment
  • A summary of public funding sources for the project
  • A description of stakeholder feedback and/or expectations
  • A description of quality assurance and monitoring processes for the project
  • Any other relevant data

5 Expert Tips for Effective Project Design

Effective project design requires you to use resources wisely and have a clear vision of the project’s ultimate goal. Below, you’ll find expert tips to help you create effective project design documents for any industry. 

1. Design projects with the ultimate goal in mind. As we’ve discussed, perhaps the most important thing to remember when designing projects is to start with the ultimate goal or outcome and work backwards. Identify the end result you want your project to achieve, and then break it into smaller chunks that each contribute to the ultimate goal.

“In one important way, education is no different than other … verticals in that the most important habit in the project design phase is starting with the end in mind,” says DreamBox’s Hudson.

Wakeman of Wakeman Consulting Group echoes this sentiment. “​In any project design, I really try to clarify the intended outcomes as much as possible. In too many projects, the teams get jammed up by the desire to want to create something cool or innovative, but then find the project failing due to no understanding of what the intended outcomes are. So I lead with [an] outcome-based focus,” he explains. 

2. Meet with all stakeholders. It’s important that all parties involved be consulted during the project design phase. Hold regular team meetings, and make sure to include all relevant stakeholders in at least the initial session.

Elyse Kaye

“Bring all of the stakeholders ... into the discussion,” says Elyse Kaye, CEO of product development consultancy AHA Product Solutions . “Aligning on goals and pulling innovative ideas from each will help to streamline the process. On countless projects, suggestions or questions come from the most unsuspecting folks, which can help to redefine the whole project.”

Kaye emphasizes the importance of communication with stakeholders. She suggests meeting at least every other week to discuss any issues. “Most projects fail not because the intent, design, or idea was not viable, but because the team was lacking in communication and understanding,” she says. “Work with your stakeholders to agree on the goal, the process, the risks, and the responsibilities.”

Webb Mason Marketing’s Carrol says it’s important to consult with the client during project design. “Listen carefully to the client in initial conversations, and clearly outline ‘must-haves’ versus ‘nice-to-haves,” he says. “Constantly communicate with the client [about] the project status and ... [about any] thoughts that the internal team may be discussing to build client engagement throughout the design process. Pay close attention to the client’s brand standards, if provided.”

3. Consult industry and/or professional association resources. Planning Pod’s Kear recommends finding online project management resources for your industry or specialty to guide you during the project design phase. You may also find it useful to use project planning and design tools like Microsoft Project.

“Project management protocols and best practices can sometimes vary from one industry to another,” Kear says. “I would also encourage you to reach out to the local professional organization for your industry, and talk to someone on the board to see if they can introduce [you] to a seasoned pro in [your] industry who has experience with project management. There is no substitute for learning from an experienced professional.” 

4. Consult internal resources. Regular team meetings are a cornerstone of project management. These meetings keep everyone on track as the project design phase progresses, and allow you to consult with staff members who can inform the process. Your organization’s internal documentation may also provide you with useful information.

ProjectBliss.net’s Espy recommends, “turning to the team subject matter experts, such as [software] architects and tool product owners, [as well as] other tools and data sources we'll integrate with, and previous design documents. Also, communicate heavily, and ensure you follow your organization's approval processes.” 

In the design phase of large-scale projects at BrandExtract, Puente says, “Department heads/team leads meet to review the final approved scope and determine priorities. Here, we'll also flow out all the strategies and tactics, and finalize Gantt charts with the help of project managers. … We might break out into a couple of working sessions, if needed.”

Cazad, of Character.org, suggests that you “determine a point person for each aspect of the project. Outline initial steps for each person, and the process of how they work together. Maybe a weekly debrief meeting is best. Maybe collaborative living documents … work well enough.” She also suggests referring to “survey results, notes, and documentation from projects past, budgets (past and current), [and] previous projects' calendars.”

5. Review and revise as you go. Project design is a complicated process, and your design documentation may need to be updated and edited as you go. Don’t get frustrated if you find yourself making changes, as this is standard practice.

what is project design and methodology

Alona Rudnitsky, Co-Founder and COO of Helix House Digital Advertising Agency , says, “The primary goal for the design process is to move your project through revisions and refinement to find the best solution for the client's problem. It's a way to look at the project from every possible angle and perspective to achieve the solution. It's also a way to not get ‘stuck’ creatively. If you just sit down to a blank canvas and try to paint an entire scene, it can get overwhelming.”

How Third Parties Can Help With Project Design

Project design is a large undertaking, but there are third parties available to assist you. Consultants can aid in project design, or conduct health checks throughout the project lifecycle to ensure it is progressing according to plan. 

In the construction industry, design/build firms can assist you with activities such as planning, landscaping, land surveying, and civil engineering, in addition to creating or advising on project designs. 

Pablo Solomon

“A good project design not only is a blueprint for construction, but also is a sequential timeline in which workers and materials arrive on site when needed,” says designer Pablo Solomon . “Specifications should be thought out and described for all materials and processes. And all permits and inspections should be timely, accurate, and complete.”

Environmental projects can be especially complex. For CDM projects, there are a variety of online resources, and the CDM Executive Board can also be consulted. 

For smaller-scale projects, there are workshops and classes available that can provide the necessary training. For example, the Sustainability Ambassadors is a professional development organization for educators, students, and community leaders who want to educate people about sustainability and the environment. This group hosts a Project Design Lab workshop where attendees learn how to design a project, make proper use of sources, follow performance measures when designing course material, and more. 

In any project that will have an environmental impact, “All relevant issues to the environment, from aesthetics to sustainability to low impact to meeting regulations, must be worked out in the project design,” adds Solomon.

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What Is Project Design in Project Management?

  • 1.  Project Management Basics
  • 2.  Project Management Methodologies
  • 3.  Project Management Life Cycle
  • 4.  Best Project Management Software
  • 5.  Team Collaboration Tips
  • 6.  Agile Methodology Basics
  • 7.  Agile Project Management Tools & Techniques
  • 8.  Project Management Frameworks
  • 9.  Resources
  • 10.  Glossary
  • Advanced Terminology
  • Methodologies
  • PM Software Features
  • Basic Terminology
  • Professional Development
  • Agile Project Management
  • Project Management Guide

Project design is an early phase of a project where the project's key features, structure, criteria for success, and major deliverables are planned out. 

The aim is to develop one or more designs that can be used to achieve the desired project goals. Stakeholders can then choose the best design for the execution of the project. The project design steps might generate various outputs, such as sketches, flowcharts, site trees, HTML screen designs, prototypes, photo impressions, and more.

Project design example

Gantt charts are a handy visualization technique in project design. They make it easy to depict and visually explain project plans, schedules, roadmaps , timelines, baselines, critical paths, etc. Once you've developed your Gantt chart, you can share it with team members to loop them on the project activities and execute projects collaboratively. 

The Gantt chart below is a simple project design example breaking down project tasks and activities to be performed by team members. It shows the person in charge of a task at a given moment.

what is project design and methodology

In this project design example, you can see the project timeline, task dependencies, and who is responsible for each task.

Gantt charts can serve as project design templates. They help structure and communicate project plans and timelines to foster consistency, efficiency, and collaboration.

Key steps of the project design process

Six key steps define the project design process.

1. Set the project goal

You must first engage with your team and stakeholders to establish your project's goals and desired outcomes. Start by organizing an ideation session where you record the overall project schedule and key deliverables. This helps you understand the project requirements and standards. By interacting with the team and getting their opinions on the project's practicality and feasibility, you reduce time spent on planning, executing, and reviewing and increase the chances of success.

2. Establish outcomes and commitments

Establish the core project objectives, then divide each into manageable chunks and tasks. These should cover all the tasks and activities you will carry out during the project. Alternatively, you can hold off on completing the activity breakdown until a later stage. Some project managers and teams prefer to leave it until the project scheduling part of project planning. 

3. Understand the risks and constraints

Look for anything that could get in the way of completing the project. Risks and restrictions on time, money, and resources should be addressed to determine variables that could impact success. Follow up with the appropriate teams and stakeholders to mitigate these issues before the project starts. As the project progresses, document assumptions or hypotheses to assist your Statement of Work (SOW) in the future. 

4. Use a visual aid

Make use of visual aids to depict the known variables and goals. Visualization helps team members and other key players easily understand the project's deliverables, timelines, risks, objectives, and applications. These can be Gantt charts, hierarchy charts, work charts, screen designs, prototypes, mind maps, diagrams, trees, flow charts, etc. 

Consider your team's needs when selecting a visual aid to communicate and collaborate. For example, a flowchart is more effective for smaller teams working on simple projects, while a breakdown structure suits big teams and complex projects.

5. Estimate your budget

Budget transparency is crucial from the outset. Create a budget with as much information as possible, even if you don't have all the details yet. This reduces the possibility of cost overruns and inadequate budgets during project execution. You may assess the project's viability by estimating your budget during the project design process. A project isn't feasible if the cost exceeds what your client or sponsors can afford.

6. Select the processes for monitoring and approval

Determine the criteria for the success of your project, and create a list of standards to assess whether the results, deliverables, and finished outcomes are met. Determine who is in charge of approvals and procedures to follow for successful approvals.

Top tips to build the best project design

Understanding the project's objective is a crucial prerequisite for creating effective project designs. Other tips for developing project designs include: 

  • Focus on the goal: Map your goals to project deliverables to guarantee they are accomplished as the project is executed. Start with the end result and work your way backward. You can use project timeline software like Wrike to integrate project goals with the tasks required to achieve them.
  • Hold a meeting with every stakeholder: Communication is essential for every project to be successful. Invite team members and stakeholders to be consulted during the project design process. This helps align everyone involved and ensure they're aware and committed to the project's goals.
  • Review and modify: Project designing is not a one-and-done process. Your design documentation may need to be adjusted and updated with time. It is a common practice to make changes to project designs as you receive new information and the project advances.

How to use Wrike to structure your project design

To structure your project design templates properly, use a project management platform like Wrike. Wrike's prebuilt templates and Gantt charts assist in creating effective project designs and helps you simplify the process from start to finish. Ready to create your design? Begin today with a two-week free trial of Wrike .

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Basic Project Management

  • Project Charter
  • Project Management Stakeholders
  • What is a Project?
  • Work Breakdown Structure
  • Project Objectives
  • Project Baseline
  • Project Management Scheduling
  • Project Management Work Packages
  • Project Management Scope
  • Scope Creep

Advanced Project Management

  • What is PERT?
  • Network Diagram
  • Risk Management
  • Cost Estimation
  • Feasibility Study
  • Monte Carlo Analysis
  • Project Integration
  • Cost Management
  • PMI Project Management
  • What To Do With Certification
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Software Features

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  • User Role Access Permissions
  • Time Tracking
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  • Request Forms
  • Work Assignments
  • Version Control
  • Dependency Managements
  • Project management Milestones
  • Project Management Software
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what is project design and methodology

6 popular project management methodologies and what they’re best suited for

Atlassian

You’re a project manager who has just been tasked with managing two very different, yet intertwined projects. It’s up to you to choose the best project management methodology for each project.

One project is with your development team. They need to overhaul your organization’s website to improve the clunky and somewhat confusing user experience—from the moment that a customer lands on the site to after they make a purchase. The development team is super flexible and open to breaking up into smaller teams in order to tackle specific aspects of the website overhaul faster.

The catch with this project? It’s on a time crunch.

The website has to be overhauled before the launch of your second and longer-term project: a large-scale marketing campaign around a new line of products that are launching next quarter.

First of all, you can do this! Breath in, breath out, read on, choose the best project management methodology for each task, and get to work doing what you do best!

How To Choose The Best Project Management Methodology

No two projects are alike.

Some may remind you of a past project (that you absolutely nailed, by the way!) but there’s always a catch, isn’t there? One project may have unlimited budgets, endless resources, and flexible timelines—a walk in the park for you—, while another may have high stakeholder expectations, limited budget, tight timelines, multiple teams, and dozens of dependencies.

Since every project is so different, there are many project management methodologies to choose from that support the various project and team needs. There are so many methodologies, in fact, that new ones may have emerged while you’re reading this!

What Is A Project Management Methodology?

Glad you asked. Methodologies are the systems (or simply, methods) used to do something.

The Project Management Institute defined it as “a system of practices, techniques, procedures, and rules used by those who work in a discipline.”

Choosing the right methodology , as well as project management tools and teams, will set you up for success before your project kicks off. For example, you wouldn’t pick a fast-paced, quick iteration project management methodology for a long-term, large-scale, inflexible, and stakeholder-heavy project. Pair like projects with like systems.

To do that, let’s look at your project factors or considerations, such as constraints and dependents.

What Project Factors Are You Working With?

As mentioned earlier, there are many considerations at play that make each project unique. Some factors to consider what you’re evaluating your project management methodologies include:

  • Project budget: How much money is going to be spent on this project? How is it divided up?
  • Timeline: When is your project due by?
  • Goals: What are the project’s end goals and deliverables? Start there and work backward.
  • Values: How do your organizational goals and values apply to this project? Knowing this will help set expectations (and help you hold team members accountable for their commitments ).
  • Complexity and Scale: How complex or simple is this project?
  • Flexibility: How flexible or rigid is this project and its end goals, timelines, deliverables, and team or stakeholder expectations?
  • Project type and industry: Some methodologies work best for certain industries and project types, such as highly creative projects or product development sprints.
  • Team: Consider the team size, diversity, flexibility, experience, and individual expertise or strengths and weaknesses, as well as their ability to collaborate and communicate when choosing a methodology.

6 Popular Project Management Methodologies And What They’re Best Suited For

It’s important to learn the similarities and differences of various methodologies available to you. For example, some project management methodologies work best if the end goal is fixed and clear, such as the Waterfall method, whereas others better suit those projects that aren’t, such as Agile and Scrum. Keep your project factors in mind while you read on—and then choose the best method for your team.

Let’s get to the methodologies.

1. Agile: Flexible, Fast, And Short Collaborative Sprint Projects

More than a methodology, agile is a set of principles that would be ideal to follow for your first (hypothetical) project.

Agile is made up of fundamental values that are ideal for small teams to work in short and fast project cycles or sprints without blockers. Blockers include too much documentation, work in progress, meetings, or processes to slow them down. The working team would need to be protected from these blockers so that they can stay focused on the tasks at hand.

Teams who work well together can collaborate on small tasks and adapt and respond to an ever-changing task list. Because agile is an iterative design and build process, teams must be flexible with the outcomes and the path they take to get there.

2. Scrum: Quick And Continuous Development Projects

If agile is a set of principles that teams follow to work quickly and respond adaptively to changes as they arise, then Scrum is a project management methodology and the most popular and simple framework that puts agile principles to use.

Scrum is an ideal methodology for your project with the development team to overhaul the website. It’s ideal for continuous improvement and rolling task lists. Something like improving the customer journey on a website may have a timeline, but will always have room for improvement—especially as customer expectations and the digital space change so quickly.

The goal of Scrum is to develop, build, deliver, and sustain complex products using small collaborative and highly accountable teams and iterative task lists. There are roles, events, and artifacts. Roles include a product owner, development team, and scrum master, while events include sprints, daily scrums, or standup meetings, and artifacts include product and sprint backlogs.

3. Kanban: Visualize Task Progress For Agile Teams

Like Scrum, Kanban is another product management methodology that follows agile principles. Kanban is ideal for projects that are done by small, flexible, and collaborative teams, like Scrum, but there is a highly visual aspect as well.

Tasks are visually displayed in-person on sticky notes or in software such as Trello using columns as they progress. This is called a Kanban board. Tasks move from a backlog through the board’s columns that represent various stages of the process from the backlog, start to finish.

what is project design and methodology

Having a visual representation of backlogged work, work in progress, and completed tasks is a great project management tool for most projects.

This would also be helpful for your second project, in particular, to keep track of tasks’ status as they move throughout the creative process. For example, designing a webpage for the new line of products will have various steps and creative team members involved. Visually seeing how the project is progressing will help you and the team to see how it’s coming along and where blockers are.

4. Lean: Projects That Do More With Less

For those organizations that are looking to transform how they do business, the lean methodology may be one to consider. Lean aims to maximize customer value and minimize waste. This is a great way to put out quality work while increasing efficiencies that minimize unnecessary spending, resources, teams output, or time.

Lean was created in the Japanese manufacturing industry to improve quality control and remove redundancies that may increase the price or value for customers down the line.

Known as the three M’s, Lean methodology defines three types of project waste: muda, mura, and muri.

  • Muda is about getting rid of the waste or anything that doesn’t add value.
  • Mura streamlines processes, so if one aspect of the project takes too long, for instance, then something further down the task list will have to be completed faster.
  • Muri is about removing blockers, such as too many stakeholder meetings.

5. Waterfall: Large-Scale, End-Goal Focused, And Fixed Projects

Tried, tested, and true, the Waterfall methodology has been around since the 1970s. Like a waterfall that cascades downhill, this method is sequential with ordered tasks following one after another as they are completed.

The Waterfall method requires a very solid understanding of the end goal and the necessary steps to get there. As such, it doesn’t leave much room for errors or flexibility. This is great for projects that you’ve done in the past where there is minimal need to adapt on the fly.

This could be something to consider for your large-scale marketing project if you’ve launched new product lines many times in the past and don’t expect any surprises.

With this method, collect and analyze any and all project requirements and deadlines. This requires a lot of up-front work and planning. Then design your approach to meet every stage and their deadline in sequence before reviewing it and putting it into action.

6. Hybrid: Flexible And Fast-Paced Projects With Structured Plans

If agile aims to move fast, adapt quickly, and be flexible, Waterfall is its polar opposite, with fixed deadlines, clear deliverables, and mapped-out categorized project plans.

Hybrid is a methodology that blends the two. Think of it as the best of both worlds. You get the structure and organization of planning milestones out and the flexibility and speed of agile workflows.

It takes the flexible and fast pace of agile principles and blends them with the structured goals and mapped out plans of Waterfall. Take a look at your project requirements, task list, deadlines, and goals. The hybrid methodology uses those as your guidelines, but when it comes to getting the work done, teams should work with some flexibility on rapid iterations.

May The Best Methodology Help You Deliver On Your Projects

There are many more methodologies to name and discuss—and picking the right one for your project can be tricky! In the end, however, it’s all about picking a system that works for you, your project, and your team.

Project management methodologies were created to help you deliver the best possible outcomes based on your project’s circumstances. Take your time to find what works best, try them out, and do a debrief with your team on what worked and what didn’t. If it wasn’t the right methodology for one project, it may be ideal for another—and now you’re armed with that much more knowledge and expertise.

Happy project planning!

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9 Project design management as a methodology

Learning Outcomes

  • Contextualise the phases of the Design Management Method (DMM).
  • Articulate the key benefits of DMM for project managers.
  • Determine the importance of DMM as the new Parading in project management.

Companies that manage design effectively and efficiently attain better performance than those that do not. Therefore, good design does not emerge by chance or by simply investing in design but rather as the result of a managed process. (Chiva and Alegre 2009)

Design Management

Design is a potent differentiator that some organisations use to distinguish themselves from their competitors. Implementing excellent design is not a stand-alone task; rather, businesses must build a wide range of project management skills in this area. Such design capabilities are increasingly acknowledged as a source of competitive advantage; however, they are frequently neglected by businesses due to their lack of understanding of how to implement this approach.

Design management refers to the management activities, methodologies, and competencies necessary to optimise and oversee design processes. In the 1980s, the marketing ‘expert’, Philip Kotler, asserted that the significance of design to a company’s competitiveness was obvious (Kotler 1984). However, it is only in recent times that design has gained popularity within businesses’ competitive methods.

In project management, design is a comprehensive approach. Managing design for successful projects is not just about the control of a creative process; it is also about delivering outputs effectively, efficiently, and efficaciously, such as achieving project objectives and outcomes at all levels and meeting all stakeholders’ requirements. The effective management of the design process helps decrease design-related problems in the project life cycle as well as minimise the overall project risks. This method also enables profitability maximisation for the organisation by providing a platform for continuous improvement. This is captured in the project design definition statement by Murray and Thomas (2008:2) below:

Successful businesses would never create a product and put it into production without the use of modelling, simulations, or prototypes. A good project design and plan is needed to justify this process.  According to Murray and Thomas (2008), project design, therefore, facilitates the project life cycle by bridging the gap between the strategic decision to execute the project and its actual implementation. It aids in responding to the issue of deciding on the most optimal and viable method for executing the project.

Therefore, why design?

We would like you to consider these 4 main reasons:

  • As a methodology, project design recognises, assesses, and describes the enormous coordinating effort inherent in all big projects.
  • It supports intricate interdependencies and provides a technique for rapidly recognising, assessing, and adjusting these interdependencies using visual modelling and simulation prior to time and cost impacts.
  • An effective project design management approach can eliminate ambiguity about the project’s scope and save time and money in the long run.
  • Companies that invest in design encourage innovation.

By establishing a clear project design framework, the management of the project life cycle in general will be facilitated by bridging the gap that often exists between the strategic decision to execute the project and its actual implementation. A clear project design framework will also aid in responding to the issue of what is the most optimal and viable method for executing the project, because it is a method embedded within all the existing approaches but also one that stands on its own.

Stages involved in project design

To be able to start you must be a CREATIVE project manager. Creativity and the ability to generate ideas/innovation are two core skills a project manager requires to design. In addition, for the organisation to properly manage design, they need to have a design management process that is both well-planned and highly efficient. Therefore, the DMM implementation for an organisation begins with the formulation of an implementation strategy, project conceptualisation and design review. These 3 stages will include the components highlighted in Table 10.

Table 10. DMM’s 3 core stages

Strategy and implementation recommendations Fix requirements Project design analysis and evaluation
Evaluation of business strategy Consensus and/or negotiation of agreement Project design appraisal
Facilitating DMM processes

 

Project simulations Planned trade-offs
DMM criteria, requirements, and facts

 

Project evaluation Optimisation
DMP framework and resources

 

Project product outcome
Prototyping/service outcome design
Training in DMM

 

Understanding the project’s purpose is essential for developing efficient project designs. Additional strategies for designing project plans include the following.

Focus on the objective . Align the project objectives with project deliverables to ensure that they are met while the project is executed. Start with the desired outcome and move backwards. Using project timeline tools such as Gantt Charts and a Work Breakdown Structures, the project manager can combine project objectives with the correct actions necessary to fulfil them.

Stakeholder engagement. Communication is vital for the success of every endeavour. It is the project manager’s role to invite team members and stakeholders to participate in project design consultations. This helps align all parties and ensures that they are aware of and committed to the project’s objectives.

Review and modify . Designing a project is not a one-done method. The design documentation may require modifications and updates over time. It is normal practice to modify project plans when new information is gathered as the project progresses.

A feasibility study. As discussed in earlier modules, this is a report that describes the optimal solution in broad but realistic terms. Additional research and development (R&D) may be necessary when establishing the facts to start the design of a project.

Develop prototypes. The adoption of models and simulations such as distribution, and scheduling is recommended.

According to Scacandi (2012) the following are critical tasks to define design requirements in the project life cycle.

  • Specify owner design specifications and project design prerequisites

In addition to the design-related information collected for the project, the project manager should collect any extra design-related information from all the relevant stakeholders. Identify any gaps in the available information and endeavour to get the missing data. This is the ideal moment to meet with the project host organisation, examine any design-related information, and determine how to proceed with gathering further data.

  • Engage design consultants

Now is the time to recruit all the essential design project team members needed to create the functional design brief and the concept design. It is crucial that the consultant’s job scope and needed degree of input be spelt out very clearly in their contract agreement.

  • Prepare the initial design concept

Manage and organise the design project team to create the initial design concept that responds to and documents all the stakeholder’s needs and criteria and serves as the basis for the design to be approved and moved to a planning and executing phase. The concept design needs to be complemented by concept design sketches and a complete design proposal report.

  • Develop the design management strategy

At this point of the design process, it is necessary to create the design management strategy, which serves as a guide for how the design will be managed. It is a crucial component of the project manager’s project management strategy. Figure 37 shows a flowchart of the events that need to be undertaken to develop the project management strategy.

Figure 37. Design project management strategy, by Carmen Reaiche and Samantha Papavasiliou, licensed under CC BY (Attribution) 4.0

image

  • Outline the project cost plan

The design project manager is responsible for supervising and coordinating the creation of the outline cost plan while incorporating the feedback of all relevant design consultants.

  • Specify the risks posed by the design

During the business case phase, any design-related risks that have been discovered should be analysed and elaborated on by the whole design team. Any risks connected to the design of the safety feature should also be recognised. After that, the project manager should assess the risks posed by the design, and the steps you took to mitigate those risks should be documented in the overall risk register. This will serve as the basis for future use and ongoing management.

  • Value proposition – Return on Investment

At this point in time, the design project manager ought to organise a session on value management. The purpose of a value management proposition is to conduct an exhaustive analysis of a project’s primary functions or performance in order to obtain the greatest possible return on investment (ROI). It gives a summary of the project’s goal as well as the recurring and one-time costs associated with it.

  • Determine the procedure for project approvals

At this point, it is the responsibility of the design project manager to collaborate with their design team in order to establish and clarify the process of planning approval and to integrate this with the needs of the whole design process.

  • Construct the report on the final design

Complete the functional design brief, concept drawings, and an outline design report for delivery to the project host organisation. The outline design report should include the conclusions of the outline design process. Before moving on to the next stage of design, this step allows all key stakeholders the chance to offer their comments and suggestions. After the project host organisation has given its approval, the design project manager is able to move on to the next step of the project’s life cycle, which is the scheduling design phase.

Like every project management methodology or approach, the design management methodology is one that follows the flow of the project life cycle. Project managers must start by having a conversation about the project’s objectives and intended outcomes with their team and any other key stakeholders. To get started, we recommend organising a brainstorming session during which the project manager will document the overall project plan as well as the major deliverables. Project managers have a better understanding of the criteria and standards for the project after gathering the right amount of information. If the project manager communicates with the team and asks for their input on the project’s practicability and feasibility, this will decrease the amount of time spent on planning, executing, and reviewing the project and enhance the likelihood that it will be successful.

Establish the primary goals of the project, then break each one down into smaller, more achievable pieces and activities. These need to contain all the actions and tasks that you, as the project manager, will carry out over the course of the project. It is recommended that the project manager pays close attention to anything that could stand in the way of finishing the project as soon as possible. To evaluate the factors that could have an effect on one’s level of success, it is necessary to take into account potential drawbacks, such as limitations in terms of time, money, and resources (remember the rule of the iron triangle). Maintaining communication with the relevant teams and stakeholders to find solutions to these problems before the project gets underway is also a must step while adopting DMM. Determine the factors that will regulate accomplishing the project and compile a list of criteria to determine whether or not the results, deliverables, and completed outcomes have been attained. Find out who is in charge of the approvals and the processes that need to be followed for the approvals to go through successfully and just in time. This will minimise potential delays.

In sum, the project manager is initially responsible for designing the project and this is one of their key responsibilities. At this stage, choices must be made about how to manage and steer the project administratively and ethically. In the process of developing a project plan, attention is paid to the requirements of the project’s stakeholders, the organisation, and, of course, the project itself. Following that, the next stages of the project will be supervised with the help of the overall design management strategy.

If the entirety of the development process as well as the outcome of the project are dependent on the structure of the project design, then you could give some thought to how difficult and crucial it is for the structure of the project design itself to be effective from the start. A project design may assist in removing any potential roadblocks from the process of developing the project and can also help lessen any confusion regarding the project objectives and outcomes that may exist among those participating in the project. Therefore, it is critical that you master this approach if you wish to excel as a project manager.

Test your knowledge

Key Takeaways

The following elements come together to form a comprehensive project design:

  • a comprehensive explanation of the organisation or company that will be in charge of the expansion of the project and the responsibilities that come along with that
  • a comprehensive review of the project, including its history and recommendations for its future growth
  • the aims, milestones, goals, and outcomes of the project are clearly outlined.

Design project management encompasses each and every product, key deliveries, assessment and monitoring standards, as well as features of success project criteria.

Design project management is the act of handling incoming design requests, assigning work to team members, and managing the project life cycle until its conclusion.

Design management methodology demands effective project collaboration

Chiva R and Alegre J (2009) ‘Investment in design and firm performance: the mediating role of design management’, Journal of Product and Innovation Management , 4:424–440, doi:10.1111/j.1540-5885.2009.00669.x.

Kotler, P (1984) Principles of Marketing , The Prentice-Hall series in Marketing. Prentice-Hall.

Murray P and Thomas S (2008) ‘Designing complex projects’, paper presented at PMI® Global Congress 2008—North America, Denver, CO , Project Management Institute, Newtown Square, PA.

Scacandi P (2012) ‘9 steps to define design requirements on your project’, WriterType, accessed 3 August 2022. https://projectmanager.com.au/9-steps-design-requirements-project/

Management Methods for Complex Projects Copyright © 2022 by Carmen Reaiche and Samantha Papavasiliou is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.

Your Guide to Project Management Best Practices

Project Management Methodology: Definition, Types, Examples

project management methodology

What is a project management methodology ? How can it be defined? In simple terms, it is a must-have to avoid failure and reduce risks because it is one of the critical success factors as well as the core competency of the management team. It is the straightforward way to guide the team through the development and execution of the phases, processes and tasks throughout the project management life-cycle.

What is a Methodology? The Definition in Project Management

The term “ project management methodology ” was first defined in the early 1960s when various business organizations began to look for effective ways that could simplify the realization of business benefits and organize the work into a structured and unique entity (which was called “ project ” later on). Communication and collaboration were the key criteria for establishing productive work relationships between the teams and departments within one and the same organization.

Since that time, the term has been changed and modified many times, new definitions have been created, new elements and functions have been added. Today we consider a project management methodology as a set of broad principles and rules to manage a specific project that has a definite beginning and end. Below is the current definition of methodology .

Project Management Methodology is a strictly defined combination of logically related practices, methods and processes that determine how best to plan, develop, control and deliver a project throughout the continuous implementation process until successful completion and termination. It is a scientifically-proven, systematic and disciplined approach to project design, execution and completion.

The purpose of project methodology is to allow for controlling the entire management process through effective decision making and problem solving, while ensuring the success of specific processes, approaches, techniques, methods and technologies.

Typically, a project management methodology provides a skeleton for describing every step in depth, so that the project manager or program manager will know what to do in order to deliver and implement the work according to the schedule, budget and client specification.

Referring to the above mentioned definition, an appropriately chosen project management methodology paves the way for gaining the following achievements:

  • The needs of stakeholders are defined
  • A common “language” is established and understood by the team, so they know what’s expected of them
  • Cost estimates are complete, accurate and credible
  • Every task is done using a common methodological approach
  • Most conflicts are spotted and resolved early
  • Expected deliverables are produced and handed over
  • Lessons are learned and solutions are quickly implemented

Methodology in Project Management Framework

Project management (the acronym “PM”) provides the framework of planning, doing and delivering projects of any kind, size, nature and type. PM framework focuses on the realization of desired change in line with a chosen methodological approach. Actually, change is the core aspect that should be managed. PM framework identifies and defines how to best manage change. And methodology serves as the “way” to systematically realize change in terms of time, cost and quality.

Managing projects means describing and performing the activities required to meet the specific objectives of making change.

For example, writing a book is a kind of project in which the objective is to write a book. This objective can be fulfilled by a series of activities, including defining the topic, collecting material, creating a draft, typing, proofreading, others. So in terms of project management, the author needs to define and then complete all the necessary activities in order to write a book (which means make change).

Here’s a simplified example of how a project methodology can be presented in the management hierarchical structure:

PM Framework precedes Methodology which in turn precedes Lifecycle Stages and determines the project management Processes, Tasks and Activities

Project Management Methodology Types

In project management there are a variety of approaches and methods that can be employed in managing different kinds of project. All the types of project methodology can be conditionally divided into traditional and modern approaches.

Traditional Approach

A traditional approach involves a series of consecutive stages in the project management process. It is a step-by-step sequence to design, develop and deliver a product or service. It entails achieving the succession in the implementation process and provides the benefits of milestone-based planning and team building. In IT and software development, this methodology type is called “ Waterfall ” – one portion of work follows after another in linear sequence.

The following stages are included the traditional project management methodology:

  • Initiation (requirements specification)
  • Planning and design
  • Execution (construction and coding)
  • Control and integration
  • Validation (testing and debugging)
  • Closure (installation and maintenance)

Modern Approaches

Modern methodologies do not focus on linear processes but they provide an alternative look at project management. Some of the methods are best for IT and software development, while others can be implemented in production, process improvement, product engineering, and so on. Modern PM approaches use different models of the management process.

Project Management Methodology Examples

It is the matter of a project’s type, size and nature to select the right methodology. Here are the most popular PM methodologies:

PMBOK® Guide

Although A Guide to the Project Management Body of Knowledge IS NOT a PM methodology in its “ pure state “, many people regard it as the methodological approach to planning, executing, controlling and terminating various projects. Meanwhile, the PMBOK® Guide is a broad inventory of best practices and ideas on planning and implementing projects. Please note that it is just a guide but not a project management methodology.

PRojects IN Controlled Environments 2 ( PRINCE2 ) presents a suite of process-driven methods and documentation-oriented approaches that allow driving various projects in the private sector. It was developed the UK Government, and today this great example of project management methodology is used both in the UK and internationally.

Critical path method (CPM) explores the most important or critical tasks of a project by defining possible activity sequences and estimating the longest duration of each sequence. It helps figure out how long it will take to complete the work and what tasks will compose the scope.

Lean PM methodology intends to maximize customer value and minimize resource waste. Lean project management lets organizations create higher value for their customers with fewer resources. This approach achieves perfection in customer satisfaction and value generation through implementing an optimized process flow that eliminates waste in products, services, transportation, inventories, etc.

The method of Six Sigma was originally developed by Motorola to improve its production processes by eliminating defects (defined as “non-conformity of a product or service to its specifications”). Today Six Sigma is one of the most popular and worldwide trusted examples of project management methodology for ensuring the accuracy and speed of a process’s implementation through eliminating or minimizing waste.

Critical Chain Project Management (CCPM) is the way to plan, implement and review various kinds of work in single- and multi-project environments. This management methodology uses Theory of Constraints (TOC) and the concept of buffers to establish improved task durations and manage resource-dependent tasks and activities.

SCRUM is an example of Agile PM methodology that involves teams in producing a software product in 30-day “ sprints ” and monthly “ scrum sessions “. In a SCRUM-driven project, the deliverables are broken down into 30-day intervals. This methodology example is specific and applicable mainly to collaborative, 100%-dedicated teams, with no heavily constrained time and materials budget.

Project Management for Students

Project management for students is a vital part of the education and training process. Students can easily get a project management degree, but it does not mean that it comes as easy as taking the homework. Students need to take into account some important aspects if they want to manage a project properly.

For instance, choosing the best admission essay writing service is of great importance because if for some reason the student cannot deliver a high-quality essay in time, he will most likely fail the course or even worse he will be expelled from the college or university.

Students should prepare well for the project or the essay. They need to research on the topic beforehand, keep track of what is going on, write on time and work within the deadline.

This will allow them to catch up with their fellow students, focusing only on what they have to do and not worrying about what other people are doing.

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What is a Project Design?

Get to know about project design in project management and what is its structure.

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The first step toward a successful project is to design it. A project design is a method of organising ideas, materials, and processes in order to achieve a specific goal. Project managers rely on smart design to avoid mistakes and offer parameters to keep key components of the project, such as the Project Timeline and budget, on track.

Some people make the mistake of rushing through the basic stages of a project, such as a Project Design. Any seasoned project manager will tell you that the more effort you put into the front-end of a project, the better the backend results will be.

Project design

One of the initial roles of the project manager is to design the project. Decisions regarding how to administer and govern the project are made at this point. A project plan is developed, focusing on the needs of the stakeholders, the organisation, and, of course, the project itself. This document will thereafter be used to oversee the project's remaining stages.

The thinking that occurs during Project Design, on the other hand, is less concerned with minutiae and more concerned with Project Management. Project management software can aid in the organisation of both the high-level strategy and the finer points of a project's design.

The following entities make up a general Project Design:

  • A detailed description of the organisation or corporation that will be responsible for the project's development.
  • A detailed overview of the project, its origins, and how it should be developed
  • The project's objectives, milestones, goals, and outcomes are listed down.
  • It covers every product, significant deliverables, evaluation and monitoring standards, and success criterion characteristics.
  • Finally, it discusses the budget estimating criteria and principles.

Streamline and improve transparency with a project management system to accomplish projects faster.

Structure of Project Design

There are processes to defining projects and building a plan for implementation. They are the most crucial steps in a project's development. As a result, you should include your team and stakeholders in the process to ensure that you've covered all of your bases. Take your time to finish this stage completely.

1. Define the Vision

This isn't some wishful thinking, but a vision statement that depicts an issue that needs to be solved. This entails defining the project's purpose. The vision statement is a formal document that outlines the project's possibilities. It is provided to stakeholders to demonstrate the project's viability and benefits.

It isn't a lengthy, in-depth paper. You can have a brief, utopian vision for the project's outcome; after all, this is how you sell the project. As a result, construct a picture of the project's success and set it in context.

2. Understand the Problem

You must first identify a problem that has to be solved in order to support that vision paper. As a result, a needs assessment is frequently required so that you can see the challenges that the company is facing. This will bring the problem you're working on into line with the organization's overall plan. It will also give you the information you need to come up with the best solution to the situation.

To begin, what data are you collecting? What sources do you have for such knowledge, and how will you go about gathering it? Next, examine and identify the issues that your project is intended to address. Organize your findings in a document.

3. Plan the Resources

The next step is to identify the resources required to complete the project. People, equipment, and facilities are all examples of resources needed to perform a project successfully.

The same way journalists tackle a news storey, using the Five W's: who, what, where, when, and why, is an excellent technique to figure out the resources. What resources are necessary to complete the project, what resource management tools are required, where will the work be completed, when will the project begin and end, and why are these resources required?

4. Define Project Goals

You won't be able to reach your objectives until you first identify them. A goal is something that can be seen and measured at the end of a project. A goal is the same as a solution to a problem.

Make a goal statement that explains how the project's objectives are met. Use the SMART method, which stands for specific, measurable, achievable, realistic, and time-relevant, to achieve this well. These terms should be used to define each goal.

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5. Propose Project Strategy

A strategy must be in place to achieve the project's objectives. A strategy is a method for achieving the project's objectives while staying within the project's restrictions, such as resources, schedule, and budget. How can a plan be developed to meet the project's objectives?

Consider precedent and look back on similar projects in the past to see what they may have revealed about the benefits and drawbacks of their chosen tactics. Best Project Management practises are always a sound foundation, and then incrementally create a plan, creating a route to success.

6. Build Contingency Plan

Few things go according to plan, as any project manager knows. There must be a backup plan in place to respond swiftly and correctly to concerns that develop throughout the course of a project. As a result, this must be considered when planning your project.

Keep an eye out for the project's unfavourable hazards. They are immersed in a variety of settings, including teams that may be lacking in skills, have unavoidable absences, turnover, and so on. Delays may wreak havoc on schedules. It's possible that the scope was not clearly established. Costs are understated, or funds become scarce. Make a plan to deal with these dangers.

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7. Create Proper Budget

The budget lays forth the financial resources needed to complete the project. Each of the project criteria will be assigned a cost in a budget. Creating a project budget entails formally allocating financial resources to the project. This starts with deciding on a method for estimating costs, identifying impacts, and reporting on the evaluation.

8. Provide Project Proposal

All of this culminates in a project proposal that explains why the project should be carried out and what benefits it would provide. The previous steps are summarised by putting up the project's goal and a concise description of the issue it addresses. Then, identify the project's objectives and the method that will be employed to attain them.

You can think how difficult and important it is for the structure of the Project Design itself to be tough and important if the entire development process and the success of the project depend on it. A Project Design helps you eliminate any obstacles in the project development process and reduces any confusion about the project vision among everyone involved in the project.

Projectsly is one of the best task management software that lets you create Project Design and leads you to successful project completion.

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12 Project Management Methodologies: Types, Tools, Techniques, And How to Choose

12 Project Management Methodologies: Types, Tools, Techniques, And How to Choose

Written By : Bakkah

10 Jun 2024

Table of Content

Definition of Project Management Methodologies:

Types of project management methodologies, project management methodologies tools , project management methodologies techniques, how to choose a project management methodology, explore bakkah's leading courses to boost your skills in project management and business analysis:, popular articles.

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Project management methodologies are systematic frameworks and guidelines utilized by organizations to efficiently plan, execute, and complete projects. They offer structured approaches to project management, ensuring adherence to timelines , budgets , and objectives . These methodologies encompass diverse principles, practices, and tools designed to facilitate effective communication and coordination among project-implementing teams. 

Project management methodologies vary in their approach, with some emphasizing flexibility and adaptability (e.g., Agile) while others focus on sequential and structured processes (e.g., Waterfall). The appropriate methodology must be selected according to the type of project and its unique circumstances. The goal is to enhance project efficiency, minimize risks, and deliver high-quality results, ultimately contributing to achieving the specified goals and objectives of the project.

Project management methodologies refer to the systematic frameworks, processes, and guidelines organizations follow to plan, execute, monitor, and complete projects. These methodologies provide a structured approach to managing projects, ensuring they are completed on time, within budget, and meet the specified goals and objectives.

Project management methodologies encompass diverse principles, practices, and tools designed to facilitate effective communication and coordination among project-implementing teams.

They can vary in their approach, with some methodologies emphasizing flexibility and adaptability (e.g., Agile ), while others focus on sequential and structured processes (e.g., Waterfall ). The appropriate methodology must be selected according to the type of project and its unique circumstances.

The goal of Project Management Methodologies is to enhance project efficiency, minimize risks, and deliver high-quality results, ultimately contributing to achieving the specified goals and objectives of the project.

Various tools support their implementation, enhancing collaboration and communication, while diverse techniques facilitate effective project planning, execution, and control.

There are diverse project management methodologies, each with different principles, processes, and approaches. Here are some common types:

1. Waterfall Methodology

Waterfall project management is a traditional approach to project management where tasks are completed sequentially and linearly. 

The methodology is called "waterfall" because progress is seen as flowing steadily downwards through phases, like a waterfall. Each phase must be completed before moving on to the next one, and changes to the project are generally not allowed once a phase is closed.

Here are the main phases in the waterfall project management methodology:

  • Requirements: Define project scope , objectives, and deliverables.
  • Design: Create a detailed plan for how the solution meets requirements.
  • Implementation (or Construction): Include coding or construction of the project.
  • Testing: Ensure the project meets specified requirements through various testing phases.
  • Deployment (or Implementation): Implement the project in the production environment after the success of testing.
  • Maintenance and Support: Address issues and user concerns and make updates as needed.

The waterfall methodology is best suited for projects where the requirements are well-understood and unlikely to change significantly during the development process.

It is often used in industries like construction and manufacturing. However, one of its main drawbacks is its inflexibility to adapt to changes once the project has started, as it does not easily accommodate changes in requirements.

2. Agile Methodology

Agile methodology is an iterative and flexible approach to project management that focuses on collaboration, adaptability, and customer satisfaction.

Unlike the linear nature of the waterfall model, agile divides a project into small increments with minimal planning and delivers functional pieces of the project in short time frames, known as iterations or sprints.

Primary principles and practices of agile include:

  • Projects are divided into small manageable iterations, delivering potentially shippable product increments.
  • Collaboration and communication between team members, stakeholders , and customers are crucial for quick adaptation to changes and alignment with goals.
  • Continuous customer feedback allows for adjustments based on changing requirements.
  • Agile is flexible and adaptable to changes in requirements or priorities at any stage.
  • Continuous delivery aims for a potentially shippable product at the end of each iteration, allowing for early and regular value delivery to the customer.
  • Prioritization and timeboxing based on value and importance ensure focus and urgency in delivering value.
  • Agile encourages self-organizing, cross-functional team formation that collectively possess the necessary skills to deliver a complete product.

Popular agile frameworks include Scrum , Kanban , and Extreme Programming (XP), each with specific practices and roles. 

Agile is widely used in software development and various industries for its adaptability and customer-centric approach.

3. Scrum Framework

Scrum is one of the most widely used agile frameworks for managing complex software development projects. It provides a structured yet flexible approach to product development.

Key elements of the Scrum framework include:

  • Roles: Include Product Owner, Scrum Master, and Development Team.
  • Artifacts: Comprise the Product Backlog, Sprint Backlog, and Increment.
  • Events: Include Sprint Planning, Daily Stand-up, Sprint Review, and Sprint Retrospective.

Scrum's iterative and incremental approach, along with its emphasis on collaboration and adaptability, makes it particularly effective for projects where requirements may change or evolve during development.

4. Kanban Methodology

Kanban is a project management methodology that visualizes workflow using boards, cards, and columns. It also limits tasks that are in progress simultaneously to prevent overloading the team and ensure a steady flow of work.

Emphasizing continuous improvement, Kanban employs feedback loops and a pull system, adapting work based on demand. Service Level Agreements (SLAs) are often used in Kanban to define the expected time frames.

Known for flexibility and adaptability, Kanban suits various industries like architecture, construction, marketing, education, software development, design, and law. Kanban fosters collaboration and shared responsibility and allows incremental process improvements based on specific needs and context.

5. Lean Project Management

Lean Project Management (LPM) is an approach to project management that draws inspiration from Lean principles. The Lean philosophy focuses on minimizing waste, optimizing efficiency, and continuously improving processes.

Lean principles are applied to enhance project delivery, reduce unnecessary activities, and deliver value more effectively. 

Principal aspects of Lean Project Management methodology include eliminating waste, using value stream mapping, continuous improvement (Kaizen) , customer focus, pull scheduling, visual management, batch size reduction, flexible planning, and cross-functional team use. LPM is suitable for industries like manufacturing, construction, and software development.

Its focus on efficiency and customer value makes it a valuable approach for organizations seeking to optimize their project delivery processes.

6. PRINCE2 (Projects IN Controlled Environments)

PRINCE2 (Projects IN Controlled Environments) is a widely adopted project management methodology developed by the UK government. It provides a structured and process-driven approach to project management, emphasizing flexibility and adaptability.

PRINCE2 divides projects into manageable stages, with defined roles and responsibilities, ensuring organized and controlled project execution.

The methodology consists of seven processes:

  • Starting Up a Project (SU): Ensures project prerequisites are in place.
  • Initiating a Project (IP): Defines project scope, objectives, and plans.
  • Directing a Project (DP): Provides senior management with chief controls.
  • Controlling a Stage (CS): Manages day-to-day project activities.
  • Managing Product Delivery (MP): Ensures efficient product work.
  • Managing a Stage Boundary (SB): Focuses on transitioning between stages.
  • Closing a Project (CP): Formally closes the project and ties up loose ends.

PRINCE2 is known for its focus on continuous improvement and adaptability, making it a valuable tool for delivering successful projects within time, cost, and quality constraints.

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7. Critical Path Method (CPM)

Critical Path Method (CPM) is a project management technique that identifies the critical path of activities, potential risks, team roles, and the sequence of tasks determining the shortest project duration. Key steps:

  • Task Breakdown: Identify and sequence project tasks. 
  • Duration Estimation: Assign time estimates to tasks.
  • Network Diagram: Create a visual representation of task dependencies.
  • Critical Path Identification: Find the path critical for project completion.
  • Float/Slack Calculation: Determine non-critical task flexibility.
  • Resource Allocation: Efficiently allocate resources.
  • Monitoring and Control: Monitor progress continuously, update schedules, and take corrective actions., update schedules, and take corrective actions.

CPM is an essential tool for effective project planning and control. It aids in prioritizing critical tasks, managing time constraints, and optimizing project schedules. CMP can be used in several projects, such as engineering, manufacturing, construction, and science.

8. Six Sigma ( Continuous Improvement Methodology)

Six Sigma is a data-driven project management methodology focused on improving process efficiency continuously and reducing defects or errors. Developed by Motorola in the 1980s, Six Sigma seeks to minimize variations and achieve higher levels of quality in processes. It is often applied in manufacturing and process improvement projects. Here is a concise overview of the Six Sigma project management methodology:

  • Define (D): Clearly articulate the problem, project goals , scope, and customer requirements.
  • Measure (M): Establish metrics, collect data, and measure baseline performance.
  • Analyze (A): Use statistical tools to identify root causes of defects or inefficiencies.
  • Improve (I): Develop and implement solutions, testing and refining as needed.
  • Control (C): Establish measures to sustain improvements and prevent the recurrence of defects or issues.

The Six Sigma methodology is often represented by the acronym DMAIC (Define, Measure, Analyze, Improve, Control). Additionally, for more complex or considerable process changes, there is another phase known as DMADV (Define, Measure, Analyze, Design, Verify).

Bakkah provides certification levels such as Six Sigma Green Belt and Six Sigma Black Belt are available for individuals to demonstrate proficiency in applying Six Sigma principles and methodologies. Organizations implementing Six Sigma often experience enhanced efficiency, reduced defects, and improved customer satisfaction.

9. RAD (Rapid Application Development)

Rapid Application Development (RAD) is a project development methodology that prioritizes quick iterations and prototypes over extensive planning.

It involves user participation throughout the process, parallel development of system components, and a flexible, adaptive approach. Prototyping is a key feature, allowing for continuous refinement based on user feedback. RAD aims to deliver a functional product rapidly, focusing on time and cost efficiency.

Popular RAD tools include Microsoft Visual Basic, PowerBuilder, and OutSystems. The methodology suits projects with changing requirements but may not be ideal for highly structured endeavors.

10. Incremental and Iterative Methodologies

Incremental development involves dividing the project into small increments, each delivering a part of the final product's functionality linearly. User feedback is integrated after each increment, providing ongoing adaptability and the ability to identify and correct issues early. This approach enables early delivery and reduced project risk.

On the other hand, iterative development goes through cycles or iterations, refining the entire system with each iteration. It is highly flexible and accommodates changing requirements throughout the development process.

11. Hybrid Methodologies

Hybrid methodologies in project development involve blending elements from different traditional and agile approaches to create a flexible and tailored solution. That allows teams to adapt practices based on the project's unique requirements, leveraging both structured planning and iterative development. 

In a hybrid methodology, the most appropriate elements from each methodology are identified and combined harmoniously. Examples include combining Waterfall and Scrum or integrating lean principles with agile practices.

The goal is to manage risks effectively, enhance flexibility, and address the project-specific needs. Effective communication is crucial to mitigate potential challenges introduced by diverse practices integration.

12. Extreme Programming (XP)

XP is an Agile methodology that emphasizes collaboration, adaptability, and delivering high-quality software through practices such as continuous testing and frequent releases.

Extreme Programming methodology is one of the famous methodologies for managing and developing software and other technical projects. It is based on diverse principles and practices, focusing on increasing software quality and improving team productivity.

A team needs to follow this method if the project is fast-paced or subject to regular change and thus has a dynamic rather than static nature.

The Extreme methodology also aims to achieve productive cooperation between team members and increase the quality of the final product and its flexibility in the face of changes.

Here are the main principles and practices of Extreme Programming:

  • XP is built on a set of core values, including communication, simplicity, feedback, and courage.
  • Developers work in pairs, one writing code and the other reviewing it in real-time. That promotes collaboration, knowledge sharing, and code quality.
  • Developers write tests before writing the actual code. That ensures that the code meets specifications and facilitates maintenance and updates.
  • Code is integrated frequently to identify and address integration issues early in the development process.
  • XP improves code design regularly without changing its functionality.
  • XP keeps the design as simple as possible, making it easier to understand, modify, and maintain.
  • Frequent and direct interaction with the customer allows for quick adjustments to changing requirements and priorities.
  • XP emphasizes continuous improvement through regular reflection on the development process and changes in implementation to enhance efficiency and quality.

Bakkah provides a variety of accredited project management Courses for all professional certificates in project management, risk management, and others.

In brief, choosing the most suitable project management methodology depends on factors such as project size, complexity, industry, and organizational culture. Project managers often customize or combine methodologies to best fit the unique requirements of their projects.

Project management methodologies are often supported and implemented using various tools to enhance efficiency, collaboration, and communication throughout the project lifecycle. Here are some commonly used tools associated with project management methodologies:

1. Project Management Software

Tools like Microsoft Project, Asana, Jira, Trello, and Monday.com provide features for project planning , scheduling , task assignment, and progress tracking.

2. Version Control Systems

Git, SVN (Subversion), and Mercurial help manage changes to source code and documentation, ensuring version control and collaboration in software development projects.

3. Communication and Collaboration Tools

Slack, Microsoft Teams, and Discord facilitate real-time communication, file sharing, and collaboration among team members, supporting Agile and remote work environments.

4. Gantt Charts

Tools like GanttPRO and SmartDraw help create visual representations of project timelines, tasks, and dependencies, commonly used in Waterfall and traditional project management methodologies.

5. Kanban Boards

Trello, KanbanFlow, and LeanKit enable teams to visualize work and optimize workflow, particularly in Agile and Lean methodologies.

6. Scrum Tools

Jira, VersionOne, and Targetprocess support the Scrum framework with features for sprint planning, backlog management, and burndown charts.

7. Resource Management Tools

Workfront, Mavenlink, and TeamGantt assist in resource allocation, workload tracking, and managing team capacity in project management.

8. Risk Management Tools

RiskWatch, RiskyProject, and ProjectManager.com help identify, assess, and manage risks throughout the project lifecycle.

9. Collaborative Document Management

Tools like SharePoint, Google Workspace, and Dropbox Business enable teams to collaborate on documents, share project-related files, and ensure version control.

10. Continuous Integration and Deployment (CI/CD) Tools

Jenkins, Travis CI, and GitLab CI/CD automate integration code changes process and deploying software, commonly used in Agile and DevOps methodologies.

11. Time Tracking and Timesheet Tools

Harvest, Toggl, and Clockify assist in tracking project-related activities, allowing for accurate time management and resource allocation.

12. Customer Relationship Management (CRM) Tools

Salesforce, HubSpot, and Zoho CRM support customer-centric projects. That helps teams manage client interactions, feedback, and requirements.

Project managers and teams should carefully select tools that align with their chosen methodologies and project requirements. Integrating these tools can significantly improve project management efficiency and contribute to successful project outcomes.

Project management methodologies involve various techniques to plan, execute, and control projects effectively. Here are some commonly used techniques associated with project management methodologies:

1. Work Breakdown Structure (WBS)

Break a project into smaller, manageable tasks and create a hierarchical structure to define clearly the scope and deliverables.

2. PERT (Program Evaluation and Review Technique) and CPM (Critical Path Method)

Techniques for scheduling and managing tasks by identifying critical paths and dependencies and estimating project duration.

2. SWOT Analysis

Evaluate the project's Strengths, Weaknesses, Opportunities, and Threats to make informed decisions and develop effective strategies.

3. Risk Management

Identify, assess, mitigate, and monitor risks throughout the project lifecycle to minimize potential negative impacts.

4. Stakeholder Analysis

Identify and analyze stakeholders to understand their interests, influence, and expectations and ensure effective communication and engagement.

5. PERT Charts (Program Evaluation and Review Technique)

Graphical representations of project tasks and their dependencies, helping visualize the project schedule and critical path.

6. Scrum Meetings

Daily Standups, Sprint Planning, Sprint Review, and Sprint Retrospective are regular Scrum meetings that facilitate communication and collaboration in Agile projects.

7. Earned Value Management (EVM)

Analyze project performance by measuring the planned value, earned value, and actual cost to assess progress and forecast future performance.

8. Quality Management

Implement techniques such as quality audits, inspections, and control charts to ensure project deliverables meet predefined quality standards.

9. Mind Mapping

Visualize project ideas, requirements, and tasks using mind maps to stimulate creative thinking and organize information in a structured way.

10. Critical Chain Method

Identify and manage resource dependencies to optimize project schedules and improve overall performance.

11. Prototyping

Creating a working model or prototype of a product or system to gather feedback early in the development process is common in Agile and iterative methodologies.

12. Benchmarking

Compare project performance metrics and processes against industry standards or best practices to identify areas for improvement.

13. Dependency Mapping

Identify and visualize dependencies between different tasks or project activities to understand their interrelationships and potential impacts.

14. Agile Estimation Techniques

Use techniques like Planning Poker, Relative Sizing, and Story Points to estimate the effort required for Agile project tasks.

15. Change Management

Implement strategies and techniques to manage and communicate changes effectively, ensuring minimal disruptions to project progress.

16. Communication Plans

Developing plans outlines how project information will be communicated to stakeholders, ensuring clear and consistent communication.

These techniques are often applied based on the specific requirements, characteristics, and principles of the chosen project management methodology. Project managers may tailor and combine these techniques to suit the needs of their projects.

Choosing a suitable project management methodology is crucial for the success of a project. The decision should be based on the project's characteristics, team dynamics, organizational culture, and the nature of the work to be performed. Here is a step-by-step guide on how to choose a project management methodology:

1. Understand Project Requirements

Clearly define the project scope, objectives, and deliverables. Consider the size, complexity, and nature of the project work.

2. Assess Team Skills and Experience

Evaluate the skills and experience of the project team. Consider their familiarity with different methodologies and their adaptability to new approaches.

3. Consider Project Flexibility

Assess the level of flexibility required throughout the project. Some projects may benefit from a more adaptive and iterative approach, while others may require a more structured and sequential process.

4. Examine Project Constraints

Identify any constraints such as budget limitations, time constraints, regulatory requirements, or client preferences that may influence the choice of methodology.

5. Evaluate Organizational Culture

Consider the existing organizational culture and whether it aligns with the principles of certain project management methodologies. Some organizations may prefer traditional, plan-driven approaches, while others may be more receptive to Agile or iterative methods.

6. Define Stakeholder Involvement

Determine the level of involvement and collaboration required from project stakeholders. Some methodologies, like Agile, emphasize continuous stakeholder engagement and feedback.

7. Analyze Project Risks

Evaluate the potential risks associated with the project. Some methodologies, such as Agile, are well-suited for projects with high uncertainty and evolving requirements.

8. Review Industry Standards

Consider industry standards and best practices. Certain industries or project types may have specific guidelines or regulations that align with particular methodologies.

9. Explore Hybrid Approaches

Assess the possibility of combining elements from different methodologies to create a hybrid approach tailored to the project's specific needs.

10. Pilot or Prototype

If feasible, consider running a pilot or prototype using a small-scale version of the project to test how well a methodology fits the team and project requirements.

11. Consult with Stakeholders

Seek input from key stakeholders, including team members, clients, and sponsors. Understand their preferences, expectations, and concerns regarding project management approaches.

12. Training and Transition Plan

Evaluate the readiness of the team to adopt a new methodology. Plan for necessary training and establish a transition plan to smoothly implement the chosen methodology.

13. Continuous Improvement

Be open to evaluating and adjusting the chosen methodology throughout the project. Continuous improvement is essential to address evolving project needs and improve overall project management processes.

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Top 10 Project Management Methodologies: An Overview

ProjectManager

There are many different project management methodologies, and they all have pros and cons. Some of them work better in particular industries or projects , so you’ll need to learn about project management methodologies to decide which one works best for you.

What Is a Project Management Methodology?

A project management methodology is a set of principles, tools and techniques that are used to plan, execute and manage projects. Project management methodologies help project managers lead team members and manage work while facilitating team collaboration.

We’ll go through some of the most popular project management methodologies, which are applied in many sectors such as software development, R&D and product development.

Top 10 Project Management Methodologies

If you manage projects, you need to learn about project management methodologies. Here’s a quick overview of the most commonly used project management methods that you can use.

1. Waterfall Methodology

This may be the most straightforward and linear of all the project management methods in this list, as well as the most traditional approach. The name is apt, as the waterfall methodology is a process in which the phases of the project flow downward. The waterfall model requires that you move from one project phase to another only once that phase has been successfully completed.

When to use it: The waterfall approach is great for manufacturing and construction projects , which are highly structured, and when it’s too expensive to pivot or change anything after the fact. The waterfall method makes use of Gantt charts for planning and scheduling.

Gantt Chart template for Waterfall for Microsoft Excel

2. Agile Methodology

What it is: In a nutshell, Agile project management is an evolving and collaborative way to self-organize across teams. When implementing the agile methodology , project planning and work management are adaptive, evolutionary in development, seeking early delivery and are always open to change if that leads to process improvement. It’s fast and flexible, unlike waterfall project management.

The agile methodology offers project teams a very dynamic way to work and collaborate and that’s why it is a very popular project management methodology for product and software development. That’s because what we think of as agile really appeared in 2001 with the publication of the “Manifesto for Agile Software Development,” authored by 17 software developers.

When to use it: The practice originated in software development and works well in that culture. How do you know if agile is for you? It has been applied to non-software products that seek to drive forward with innovation and have a level of uncertainty, such as computers, motor vehicles, medical devices, food, clothing, music and more. It’s also being used in other types of projects that need a more responsive and fast-paced production schedule , such as marketing.

Agile Sprint Plan Template

3. Scrum Methodology

What it is: Scrum is a short “sprint” approach to managing projects. The scrum methodology is It’s ideal for teams of no more than 10 people and often is wedded to two-week cycles with short daily meetings, known as daily scrum meetings . It’s led by what is called a scrum master . Scrum works within an agile project management framework, though there have been attempts to scale Scrum to fit larger organizations.

The term scrum was introduced in a “Harvard Business Review” article from 1986 by Hirotaka Takeuchi and Ikujiro Nonaka. It became a part of agile when Ken Schwaber and Mike Beedle wrote the book “Agile Software Development with Scrum” in 2001. Schwaber formed the Scrum Alliance in 2002, a certified scrum accreditation series. Schwaber left the Scrum Alliance in 2009 to start a parallel accreditation organization called Scrum.org.

When to use it: Like agile, the scrum methodology has been used predominantly in software development, but proponents note it is applicable across any industry or business, including retail logistics, event planning or any project that requires some flexibility. It does require strict scrum roles , however.

4. Project Management Body of Knowledge (PMBOK)

What it is: This is the granddaddy of methodologies if it’s a methodology at all. The Project Management Institute (PMI) is a not-for-profit membership association, project management certification and standards organization.

This organization produces a book called the “Project Management Body of Knowledge” or PMBOK. The PMBOK provides definitions and guidelines for project planning, scheduling, executing and controlling. For example, the project management process groups describe the project life cycle, while the 10 project management knowledge areas explain how to manage a project.

When to use it: Almost any project can benefit from PMBOK, as all projects big and small are going to go through the various stages of the project life cycle outlined in the book. It’s a great way to keep everyone on the same page, so to speak, and offers a clear definition of how a project is managed.

The Project Management Institute it’s also the organization that grants various project management certifications such as the project management professional (PMP) certification, which is the gold standard among project managers and is recognized all over the world. PMBOK is a great traditional framework to run a project.

what is project design and methodology

5. Critical Path Method (CPM)

What it is: In the critical path method (CPM), you build a model of the project, including all the activities listed in a work breakdown structure , the duration of those tasks, what if any task dependencies there are and marking off milestones to indicated larger phases of the project or points in which your project deliverables are due.

With this information, you can identify the longest sequence of tasks to finish the project, which is called the critical path. You’ll need to keep an eye on those tasks because if one of them is delayed, the whole project will be delayed.

The critical path method was developed in the late 1950s by Morgan R. Walker of DuPont and James E. Kelley, Jr., of Remington Rand. DuPont was already using a precursor of CPM as early as the 1940s, and it was applied to the Manhattan Project.

When to use it: CPM works better with smaller or mid-sized projects. The larger the project, the more difficult it can be to take all the data you need to diagram and make sense of it without project management software .

Free critical path template

6. Critical Chain Project Management (CCPM)

What it is: In , you’re focusing on resources that you’ll be using to complete the project, such as teams, equipment, office space, etc. It’s a less technical method of project management that doesn’t put as much emphasis on task order or schedule , but rather on balancing resources and keeping them flexible.

First introduced in 1997, in the book “Critical Path” by Eliyahu M. Goldratt, it has been credited with making projects anywhere from 10-50% faster and/or cheaper.

When to use it: CCPM can be applied to both large and small companies, and for projects that include industries such as construction, software development and tech research and development.

7. Kanban Methodology

What it is: The kanban methodology is a visual approach to project management. The name is literally billboard in Japanese. It helps manage workflow by placing tasks on a kanban board where workflow and progress are clear to all team members. The kanban methodology helps reduce inefficiencies and is a great project management tool for many purposes such as lean manufacturing or agile projects.

Kanban project management has been around since the late 1940s when it was studied by Toyota used the rate of demand to control the rate of production of its vehicles. The car company applied it to its lean manufacturing model, known as the Toyota production system.

Free Kanban Board Template for Excel

With the dawn of visual planning boards in software in our era, like Trello, there are now new uses for kanban tools and kanban methods. Agile teams use kanban boards for story-boarding user stories and for backlog planning in software development.

When to use it: Another process developed initially for manufacturing and for software teams, the kanban method has since expanded and has been used in human resources, marketing, organizational strategy, executive process and accounts receivable and payable. Almost anyone can plan with Kanban boards, adding cards to represent project phases, task deadlines, people, ideas and more. Kanban software makes this methodology especially accessible.

8. Extreme Programming (XP)

What it is: It sounds like some dangerous sport the kids are into, but in fact, XP is a type of agile software development with short development cycles and multiple releases to improve productivity. Customer requirements are sought and can adapt to the course of the project.

Created by Kent Beck while working on the Chrysler Comprehensive Compensation System payroll project, he literally wrote the book (“Extreme Programming Explained”) in 1999. But many of its practices have been around for a while.

When to use it: When requirements change frequently, then you’ll want to use a methodology such as XP. It’s good when your customer doesn’t have a clear idea of what they want.

9. Lean Methodology

What it is: Lean project management is what you’d think it is from its name: a way to cut waste and in so doing increase value in projects and manufacturing processes. So, lean focuses on eliminating waste from key processes to continuously be impacting positively on the value stream. It does this by optimizing separate technologies, assets and verticals.

Lean project management goes back to Henry Ford and his flow production for automating the process of building cars. Toyota picked up on the idea, as well, extending their idea beyond manufacturing to the continuous improvement of the product development process.

Today, software development teams run lean processes to focus on end-user feedback and increased value, which means Lean methodology has taken on a new meaning, particularly with the publishing of Lean Startup, by Eric Ries, who advocates for rapid prototyping, end-user feedback and early and rapid product delivery.

When to use it: Lean project management was first developed by Toyota and is obviously a great methodology for manufacturing. In fact, it’s also referred to as lean manufacturing , but it has been adopted by construction and education industries, among others in the manufacturing space and countless startups and software development firms looking to drive products focused on the end-user.

10. Six Sigma

What it is: Introduced by engineers working at Motorola in the mid-1980s, Six Sigma works to improve quality by identifying what is not working in the project. It applies quality management, including empirical statistics, and employs personnel who are experts in these disciplines. There is also a Lean Six Sigma that adds lean methodology to eliminate waste.

As a doctrine, it says that continued efforts to achieve results that are stable and expected are most important to success. Processes can be refined and improved. It takes the whole organization, from the top down, to sustain quality in a project.

When to use it: This methodology works best in larger organizations. Even companies with a few hundred employees are likely too small to take advantage of its benefits. It requires a certification to practice. Learn about six sigma certification here.

SIPOC template

11. PRINCE2

What it is: PRINCE2 stands for Projects IN Controlled Environments and is a structured certified methodology. It was initially created by the UK government for IT projects. PRINCE2 is not like other traditional methods like waterfall, in that it’s not a one-size-fits-all solution, but follows seven principles, themes and procedures.

When the UK government adopted standards for IT systems in 1989, they called in PRINCE. PRINCE2 came about in 1996 as a more general project management method. It is now a popular project management methodology throughout all UK governmental agencies and the United Nations.

When to use it: Adopted by many other countries’ governments, PRINCE2, so, as you can imagine, it’s not always suitable for smaller projects.

ProjectManager Works with Any Project Management Methodology

There are almost as many methods to manage as there are projects. But they all share one thing in common: getting deliverables done on time and within budget. No matter which project management methodology you choose ProjectManager is the one software you’ll need to do it.

Tools for Waterfall Project Management

Waterfall is structured. One thing follows the next and it’s all planned out. No problem. ProjectManager has an online Gantt chart . Import your task list to start a new project. Add due dates and the tasks populate a timeline. Link-dependent tasks to avoid bottlenecks. Set milestones to separate the project into phases. You control the project step by step.

ProjectManager's Gantt chart

Tools for Agile Project Management

Gantt charts aren’t going to help as much as other project tools if you’re working in an agile framework. That’s true, but ProjectManager is flexible enough to serve scrum teams with multiple project views.

Use the kanban view to map out your sprint. Product backlogs are collected on cards, which can be prioritized for scrum teams to know which user story to work on first. Then the sprint can be archived, so when doing a sprint retrospective, teams can learn from their mistakes and improve the process.

ProjectManager's kanban board

Multiple Views for Diverse Teams

What if your organization is larger, with different divisions, some that work with an agile project management framework and others with a more traditional waterfall methodology? What’s great about ProjectManager is that it can switch from one view to the other, giving IT teams a kanban board view for their scrum sprints and managers a Gantt chart for a bigger project planning overview.

The real-time dashboard and reporting features gather the same data and crunch the same numbers, so whatever project management method you use is tracking the same results.

ProjectManager’s dashboard view, which shows six key metrics on a project

Yes, ProjectManager is an award-winning project management software for a reason. It’s flexible enough to work in an agile environment, traditional waterfall methodology or a hybrid of the two. You decide, not the software, which means ProjectManager is the one tool to bring in your project, however, you manage it, successfully.

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  • Agile Project Management Software
  • Critical Path Software

There are more project management methodologies, but these are some of the most popular. Regardless of which you use, you need a project management tool to best manage all your processes and projects. ProjectManager is an online PM tool, so whatever methodology is right for you our software will help you apply it to a successful end. Try it free for 30 days and see for yourself.

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Table of Contents

An overview of project design, project design uses, how to create a project design, master project design with pmp certification training, project design in project management: overview, benefits, and more.

What Is Project Design in Project Management: Overview, Uses, and How to Create One

Project management is one of the most important skills and processes to learn when going into business. Projects act as the lifeblood of every business as they’re what moves the business forward and helps it grow, gain customers, and make money. 

When drawing up projects, though, you need to have a starting point. A vague idea and a budget aren’t going to cut it — you have to know the ins and outs, the timelines, the objectives, the results, and the financing for a project to not just get off the ground but be successful. 

This is where project design comes in.

This overview will give you the inside scoop on everything you need to know about this necessary process when developing and managing your projects.

What Is Project Design?

It is necessary in project management, an early process that makes your project come to life. It’s known as a starting phase for the project, because without it, you really don’t have the tools or the blueprint to get the project going. 

In this phase, you plan all of a project’s key features, its elements for success, major deliverables, structure, and more. Usually in this phase, you’ll come up with one or more designs that will showcase and later be used to achieve your projected goals. Thanks to project design, stakeholders are then able to choose the best design for the fulfillment of the project, making the whole process smoother and easier for the entire team. 

During this phase of project management , it’s common to generate and play with a number of ideas such as:

  • HTML screen designs
  • Sketches and doodles
  • Photo impressions
  • And much more

Why Is Project Design Important?

It is important in project management because it takes care of all the little details that really matter to the project as a whole. 

This phase of the project will establish who is responsible for identifying, describing, completing the project. During this stage, design thinking is an important practice for effective project management down the line. Design thinking is a useful method of problem solving that can be broken down into three consecutive stages: collaboration, innovation, and acceleration. 

Like with any project, having an outline of how you want it to go is important for smoother execution and a higher likelihood of success. With this in mind, it’s helpful to think of PD as the outline or brainstorming period where you create a blueprint for how things should go. Elements of your outline or blueprint should include: 

  • Budget estimates 
  • A project description 
  • The organization/person responsible for completing the project
  • Outcomes and objectives and when they should be reached 
  • Major deliverables, success standard, evaluation guidelines, and products

The PD phase should be a team effort as well. Those involved should know what they’re doing as well as when, how, and why. Being fully informed on a project, especially in this early stage when things may change, helps the team to work together better, exchange ideas, and stay on top of their tasks.

It has a number of helpful uses in project management . These include: 

Creating Clear Objectives

Keeping a project clear and linear can be tricky, but project design makes it a little easier. When you know what you’re planning to achieve, it gives you a better idea of how to do so and increases the likelihood that you’ll actually do it! 

Assessing Potential Risks 

It should include assessing all potential risk factors. With thorough risk assessment, you give yourself a better chance of handling problems when they (inevitably) arise. Of course, you can’t plan for everything, but you can still monitor and manage little annoyances to keep your project timeline running smooth. 

Improving Chances of Hitting Milestones and Goals 

Since it is all about proper planning, it also improves your chances of reaching your milestones and objectives. When you have a plan, you have a clear path to follow which helps you to prioritize tasks and handle them in the most effective way so you can move forward. 

Better Communication 

Planning is a great way to facilitate communication and expectations. When your team knows what’s required of them, they’re more likely to hit key details, complete specific tasks, avoid risks, and stay on track. Having an accessible, written project design keeps everyone in the know so your team has something to refer to at each and every step. 

Identifying Task Dependencies 

A project design plan also helps you identify task dependencies. In planning, you’ll find which tasks have to be completed before you can move onto something else. This keeps the project organized and ensures that each task has all the elements it needs to be completed effectively and correctly.

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Creating a PD is an involved process, but it can be broken down into seven steps. Follow these steps and get your project started: 

  • Define Your Project Goal: At the start of your journey, sit down with your team (employees, partners, stakeholders, etc.) to define the main outcome of your project. Think about how realistic it is, how achievable it is, and whether or not you have the necessary resources. 
  • Determine Outcomes and Objectives: This is the part where project management really kicks into high gear. Once you’ve defined your goal, you need to think about how you’re going to reach it. This is where project objectives come in to help guide your team on the how, what, when, where, and why of these outcomes. Remember the SMART acronym during this stage.
  • Iron Out the Wrinkles: Wrinkles may include any risks you’ve identified, constraints that will hinder your progress, and any assumptions that may get in the way of your project. You know what standards you need to meet, what laws to follow, what resources, tools, and tech you’ll need, and how to get them.
  • Prepare a Visual Aid: Many people are visual learners, so preparing a visual aid generally makes things easier. A graph, a flowchart, or a sketch is something you’ll be doing during this design stage, so use them to your advantage. 
  • Identify Your Budget: This step determines if your project is attainable. You don’t want to be underfunded, so think about the costs your project will generate, the incomes, and any extra that might arise.
  • Identify Approval and Monitoring Processes: As your project picture becomes clear, how you determine its success needs to be decided. Make a list of what you’ll use to gauge whether your outcome, deliverable, and final products are what you planned them to be. This list can change and grow but be sure to stick to some fundamentals that your project must meet.
  • Use Proper Design Documentation: Proper documentation must save and store all project information. Certain project management software is up for the job, but you may also use something as simple as a work chart, Gantt chart, or a project charter. Documenting project design is just another way to keep you organized from the start so that your project stays on track.
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  • What Is a Research Design | Types, Guide & Examples

What Is a Research Design | Types, Guide & Examples

Published on June 7, 2021 by Shona McCombes . Revised on November 20, 2023 by Pritha Bhandari.

A research design is a strategy for answering your   research question  using empirical data. Creating a research design means making decisions about:

  • Your overall research objectives and approach
  • Whether you’ll rely on primary research or secondary research
  • Your sampling methods or criteria for selecting subjects
  • Your data collection methods
  • The procedures you’ll follow to collect data
  • Your data analysis methods

A well-planned research design helps ensure that your methods match your research objectives and that you use the right kind of analysis for your data.

Table of contents

Step 1: consider your aims and approach, step 2: choose a type of research design, step 3: identify your population and sampling method, step 4: choose your data collection methods, step 5: plan your data collection procedures, step 6: decide on your data analysis strategies, other interesting articles, frequently asked questions about research design.

  • Introduction

Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.

There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities—start by thinking carefully about what you want to achieve.

The first choice you need to make is whether you’ll take a qualitative or quantitative approach.

Qualitative approach Quantitative approach
and describe frequencies, averages, and correlations about relationships between variables

Qualitative research designs tend to be more flexible and inductive , allowing you to adjust your approach based on what you find throughout the research process.

Quantitative research designs tend to be more fixed and deductive , with variables and hypotheses clearly defined in advance of data collection.

It’s also possible to use a mixed-methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.

Practical and ethical considerations when designing research

As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics .

  • How much time do you have to collect data and write up the research?
  • Will you be able to gain access to the data you need (e.g., by travelling to a specific location or contacting specific people)?
  • Do you have the necessary research skills (e.g., statistical analysis or interview techniques)?
  • Will you need ethical approval ?

At each stage of the research design process, make sure that your choices are practically feasible.

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Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.

Types of quantitative research designs

Quantitative designs can be split into four main types.

  • Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships
  • Descriptive and correlational designs allow you to measure variables and describe relationships between them.
Type of design Purpose and characteristics
Experimental relationships effect on a
Quasi-experimental )
Correlational
Descriptive

With descriptive and correlational designs, you can get a clear picture of characteristics, trends and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation ).

Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.

Types of qualitative research designs

Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.

The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analyzing the data.

Type of design Purpose and characteristics
Grounded theory
Phenomenology

Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.

In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.

Defining the population

A population can be made up of anything you want to study—plants, animals, organizations, texts, countries, etc. In the social sciences, it most often refers to a group of people.

For example, will you focus on people from a specific demographic, region or background? Are you interested in people with a certain job or medical condition, or users of a particular product?

The more precisely you define your population, the easier it will be to gather a representative sample.

  • Sampling methods

Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.

To select a sample, there are two main approaches: probability sampling and non-probability sampling . The sampling method you use affects how confidently you can generalize your results to the population as a whole.

Probability sampling Non-probability sampling

Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.

For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.

Case selection in qualitative research

In some types of qualitative designs, sampling may not be relevant.

For example, in an ethnography or a case study , your aim is to deeply understand a specific context, not to generalize to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.

In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question .

For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.

Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.

You can choose just one data collection method, or use several methods in the same study.

Survey methods

Surveys allow you to collect data about opinions, behaviors, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews .

Questionnaires Interviews
)

Observation methods

Observational studies allow you to collect data unobtrusively, observing characteristics, behaviors or social interactions without relying on self-reporting.

Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.

Quantitative observation

Other methods of data collection

There are many other ways you might collect data depending on your field and topic.

Field Examples of data collection methods
Media & communication Collecting a sample of texts (e.g., speeches, articles, or social media posts) for data on cultural norms and narratives
Psychology Using technologies like neuroimaging, eye-tracking, or computer-based tasks to collect data on things like attention, emotional response, or reaction time
Education Using tests or assignments to collect data on knowledge and skills
Physical sciences Using scientific instruments to collect data on things like weight, blood pressure, or chemical composition

If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what kinds of data collection methods they used.

Secondary data

If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected—for example, datasets from government surveys or previous studies on your topic.

With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.

Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.

However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.

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what is project design and methodology

As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.

Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are high in reliability and validity.

Operationalization

Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalization means turning these fuzzy ideas into measurable indicators.

If you’re using observations , which events or actions will you count?

If you’re using surveys , which questions will you ask and what range of responses will be offered?

You may also choose to use or adapt existing materials designed to measure the concept you’re interested in—for example, questionnaires or inventories whose reliability and validity has already been established.

Reliability and validity

Reliability means your results can be consistently reproduced, while validity means that you’re actually measuring the concept you’re interested in.

Reliability Validity
) )

For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.

If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.

Sampling procedures

As well as choosing an appropriate sampling method , you need a concrete plan for how you’ll actually contact and recruit your selected sample.

That means making decisions about things like:

  • How many participants do you need for an adequate sample size?
  • What inclusion and exclusion criteria will you use to identify eligible participants?
  • How will you contact your sample—by mail, online, by phone, or in person?

If you’re using a probability sampling method , it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?

If you’re using a non-probability method , how will you avoid research bias and ensure a representative sample?

Data management

It’s also important to create a data management plan for organizing and storing your data.

Will you need to transcribe interviews or perform data entry for observations? You should anonymize and safeguard any sensitive data, and make sure it’s backed up regularly.

Keeping your data well-organized will save time when it comes to analyzing it. It can also help other researchers validate and add to your findings (high replicability ).

On its own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyze the data.

Quantitative data analysis

In quantitative research, you’ll most likely use some form of statistical analysis . With statistics, you can summarize your sample data, make estimates, and test hypotheses.

Using descriptive statistics , you can summarize your sample data in terms of:

  • The distribution of the data (e.g., the frequency of each score on a test)
  • The central tendency of the data (e.g., the mean to describe the average score)
  • The variability of the data (e.g., the standard deviation to describe how spread out the scores are)

The specific calculations you can do depend on the level of measurement of your variables.

Using inferential statistics , you can:

  • Make estimates about the population based on your sample data.
  • Test hypotheses about a relationship between variables.

Regression and correlation tests look for associations between two or more variables, while comparison tests (such as t tests and ANOVAs ) look for differences in the outcomes of different groups.

Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.

Qualitative data analysis

In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.

Two of the most common approaches to doing this are thematic analysis and discourse analysis .

Approach Characteristics
Thematic analysis
Discourse analysis

There are many other ways of analyzing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.

If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

  • Simple random sampling
  • Stratified sampling
  • Cluster sampling
  • Likert scales
  • Reproducibility

 Statistics

  • Null hypothesis
  • Statistical power
  • Probability distribution
  • Effect size
  • Poisson distribution

Research bias

  • Optimism bias
  • Cognitive bias
  • Implicit bias
  • Hawthorne effect
  • Anchoring bias
  • Explicit bias

A research design is a strategy for answering your   research question . It defines your overall approach and determines how you will collect and analyze data.

A well-planned research design helps ensure that your methods match your research aims, that you collect high-quality data, and that you use the right kind of analysis to answer your questions, utilizing credible sources . This allows you to draw valid , trustworthy conclusions.

Quantitative research designs can be divided into two main categories:

  • Correlational and descriptive designs are used to investigate characteristics, averages, trends, and associations between variables.
  • Experimental and quasi-experimental designs are used to test causal relationships .

Qualitative research designs tend to be more flexible. Common types of qualitative design include case study , ethnography , and grounded theory designs.

The priorities of a research design can vary depending on the field, but you usually have to specify:

  • Your research questions and/or hypotheses
  • Your overall approach (e.g., qualitative or quantitative )
  • The type of design you’re using (e.g., a survey , experiment , or case study )
  • Your data collection methods (e.g., questionnaires , observations)
  • Your data collection procedures (e.g., operationalization , timing and data management)
  • Your data analysis methods (e.g., statistical tests  or thematic analysis )

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

Operationalization means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioral avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalize the variables that you want to measure.

A research project is an academic, scientific, or professional undertaking to answer a research question . Research projects can take many forms, such as qualitative or quantitative , descriptive , longitudinal , experimental , or correlational . What kind of research approach you choose will depend on your topic.

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what is project design and methodology

Methods to Differentiate Between Inheritance and Composition in Object-Oriented Programming

what is project design and methodology

1. What is Inheritance in OOP?

1.1 how does inheritance work, 1.2 advantages of inheritance.

  • Code Reusability : Common functionalities can be written once in the superclass and reused by multiple subclasses.
  • Logical Hierarchy : Helps create a natural hierarchy that models real-world relationships.

1.3 Disadvantages of Inheritance

  • Tight Coupling : Subclasses are tightly coupled with their superclasses, making the code harder to modify and extend.
  • Fragile Base Class Problem : Changes in the superclass may unintentionally affect the behavior of subclasses.

2. What is Composition in OOP?

2.1 how does composition work, 2.2 advantages of composition.

  • Flexibility : Composition allows changing or updating components without affecting the system.
  • Loose Coupling : Components are loosely coupled, which promotes code modularity and easier testing.

2.3 Disadvantages of Composition

  • More Boilerplate Code : Composition might require writing more code compared to inheritance, especially in simple scenarios.
  • Potentially Higher Complexity : Managing multiple objects can add complexity to the codebase.

3. Inheritance vs. Composition: When to Use Which?

3.1 choosing inheritance.

Read more at : Methods to Differentiate Between Inheritance and Composition in Object-Oriented Programming

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)

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