Table Of ContentBusiness & Management / Project Management
W Best Practices and Advances in Program Management
Today’s leading organizations recognize the importance of research and i
n
development (R&D) to maintain and grow market share. If companies want to g
survive into the future, they must accelerate their R&D-to-market cycles or find a Project Management
t
themselves behind the competition. e
Project Management for Research and Development: Guiding Innovation
for Research and
for Positive R&D Outcomes explains how to apply proven project management
methods to obtain positive outcomes in R&D and innovation projects. It addresses
R
the specific factors companies must consider when using project management to
Development
scope, define, and manage R&D projects. It also offers best practices and case eP
studies that illustrate actual applications of theory. sr
eo
Guiding Innovation for Positive R&D Outcomes
a
This book details methods to help readers optimize results in R&D through the j
re
use of structured processes derived from the project management field and other
cc
complementary disciplines. Each chapter includes diagrams, surveys, checklists,
ht Lory Mitchell Wingate
and question–answer forms to guide readers in determining where their activity
M
falls along a project spectrum and to help them structure their own R&D project. a
n
a
The methods presented in this book can easily be applied to innovation projects d
n
and creative endeavors. As there are limited sources of information on how to
utilize project management methodology effectively in these types of projects, this Da
g
book is an ideal resource for anyone looking to add structure and proven methods
e
e
to enable R&D, innovation, and other creative activities.
vm
e
le
o
n
p
t
m
f
o
e
r
n
t
K20769
6000 Broken Sound Parkway, NW ISBN: 978-1-4665-9629-0
Suite 300, Boca Raton, FL 33487 90000
711 Third Avenue
an informa business New York, NY 10017
2 Park Square, Milton Park
www.crcpress.com Abingdon, Oxon OX14 4RN, UK 9 781466 596290
www.auerbach-publications.com
K20769 cvr mech.indd 1 7/1/14 8:42 AM
Project Management
for Research and
Development
Guiding Innovation for Positive R&D Outcomes
Best Practices and Advances
in Program Management Series
Series Editor
Ginger Levin
RECENTLY PUBLISHED TITLES
Project Management for Research and Development:
Guiding Innovation for Positive R&D Outcomes
Lory Mitchell Wingate
The Essential Program Management Office
Gary Hamilton
The Influential Project Manager: Winning Over Team Members
and Stakeholders
Alfonso Bucero
Program Governance
Muhammad Ehsan Khan
Program Management Leadership: Creating Successful Team Dynamics
Mark C. Bojeun
Successful Program Management: Complexity Theory, Communication,
and Leadership
Wanda Curlee and Robert Lee Gordon
From Projects to Programs: A Project Manager’s Journey
Samir Penkar
Sustainable Program Management
Gregory T. Haugan
Leading Virtual Project Teams: Adapting Leadership Theories
and Communications Techniques to 21st Century Organizations
Margaret R. Lee
Applying Guiding Principles of Effective Program Delivery
Kerry R. Wills
Construction Program Management
Joseph Delaney
Implementing Program Management: Templates and Forms Aligned
with the Standard for Program Management, Third Edition (2013)
and Other Best Practices
Ginger Levin and Allen R. Green
Project Management
for Research and
Development
Guiding Innovation for Positive R&D Outcomes
Lory Mitchell Wingate
CRC Press
Taylor & Francis Group
6000 Broken Sound Parkway NW, Suite 300
Boca Raton, FL 33487-2742
© 2015 by Lory Mitchell Wingate
CRC Press is an imprint of Taylor & Francis Group, an Informa business
No claim to original U.S. Government works
Version Date: 20140418
International Standard Book Number-13: 978-1-4665-9630-6 (eBook - PDF)
This book contains information obtained from authentic and highly regarded sources. Reasonable efforts
have been made to publish reliable data and information, but the author and publisher cannot assume
responsibility for the validity of all materials or the consequences of their use. The authors and publishers
have attempted to trace the copyright holders of all material reproduced in this publication and apologize to
copyright holders if permission to publish in this form has not been obtained. If any copyright material has
not been acknowledged please write and let us know so we may rectify in any future reprint.
Except as permitted under U.S. Copyright Law, no part of this book may be reprinted, reproduced, transmit-
ted, or utilized in any form by any electronic, mechanical, or other means, now known or hereafter invented,
including photocopying, microfilming, and recording, or in any information storage or retrieval system,
without written permission from the publishers.
For permission to photocopy or use material electronically from this work, please access www.copyright.
com (http://www.copyright.com/) or contact the Copyright Clearance Center, Inc. (CCC), 222 Rosewood
Drive, Danvers, MA 01923, 978-750-8400. CCC is a not-for-profit organization that provides licenses and
registration for a variety of users. For organizations that have been granted a photocopy license by the CCC,
a separate system of payment has been arranged.
Trademark Notice: Product or corporate names may be trademarks or registered trademarks, and are used
only for identification and explanation without intent to infringe.
Visit the Taylor & Francis Web site at
http://www.taylorandfrancis.com
and the CRC Press Web site at
http://www.crcpress.com
Dedicated to all creative and innovative
individuals who have a desire to learn.
Contents
List of Figures ......................................................................................xix
List of Tables .....................................................................................xxiii
Preface .................................................................................................xxv
Acknowledgments ...........................................................................xxvii
About the Author. ..............................................................................xxix
Introduction .......................................................................................xxxi
Chapter 1 Project Management Approaches .....................................1
1.1 Nature of Projects .............................................................2
1.2 Formality of Project Management .................................4
1.2.1 Formal Project......................................................5
1.2.2 Semiformal Project ..............................................5
1.2.3 Informal Project...................................................6
1.3 Traditional Project Management ...................................6
1.3.1 Scope ......................................................................7
1.3.2 Deliverables/Outcomes .......................................8
1.3.3 Requirements .......................................................8
1.3.4 Approach ..............................................................8
1.3.5 Organization ........................................................9
1.3.6 Schedule ..............................................................12
1.3.7 Budget .................................................................13
1.3.8 Risk Management ..............................................13
1.3.9 Performance Measurement ..............................14
1.3.10 Communications ...............................................15
1.4 Flexible Project Management ........................................17
1.4.1 Types of Flexible Development ........................19
1.4.2 Key Components ..............................................20
1.5 Program Management ...................................................21
1.6 Portfolio Management ...................................................23
1.7 The Hierarchy of Project versus Program versus
Portfolio Management ...................................................27
1.7.1 Apply Now .........................................................28
1.8 Life Cycle Approach to Project Management .............29
vii
viii • Contents
1.8.1 Life Cycle Approach and R&D ........................29
1.8.1.1 Research Phase ..................................30
1.8.1.2 Development Phase ............................31
1.8.1.3 Control Phase .....................................32
1.8.2 Apply Now .............................................................33
1.9 Case Study: Explorers Connect Website
Development Project ......................................................33
1.9.1 Background ........................................................33
1.9.2 Life Cycle Perspective .......................................35
1.9.3 Project Management .........................................37
1.9.3.1 Scope ....................................................37
1.9.3.2 Deliverables/Outcomes .....................38
1.9.3.3 Requirements ......................................38
1.9.3.4 Approach .............................................38
1.9.3.5 Organization .......................................39
1.9.3.6 Schedule ...............................................39
1.9.3.7 Budget ..................................................39
1.9.3.8 Risks and Mitigation Plan ................39
1.9.3.9 Performance Management ..............40
1.9.3.10 Communications ..............................40
1.9.4 Outcomes ............................................................41
1.9.4.1 Critical Branch Points .......................41
1.9.4.2 Leadership ..........................................42
1.9.4.3 Lessons Learned ................................42
1.9.5 Case Analysis ....................................................43
1.10 Key Point Summary ......................................................43
1.10.1 Key Concepts.....................................................44
1.10.2 Key Terms ...........................................................45
1.11 Apply Now .......................................................................47
References ...................................................................................50
Chapter 2 Project Management as an Enabler .................................51
2.1 Traditional Project Management .................................53
2.2 R&D Project Management ............................................55
2.3 Disciplines That Complement Project
Management ................................................................57
2.3.1 Flexible Methods ...............................................59
2.3.1.1 Spiral Development ...........................61
