Saturday, February 04, 2023

Management Yogi’s CHAMP Certification: 7 Principles of Hybrid-Agile Management (Part - 2)


In the earlier post, I informed on the first four principles of a Hybrid-Agile Management and emphasized on the need and importance of management principles. As the practitioner of Hybrid approaches, you need to not only be familiar with these principles, but also always align your practices with these principles. 

These principles are taken from the Certified Hybrid-Agile Master Professional (CHAMP) courseThese are brief explanations. In-depth explanations with videos are available in the CHAMP course.

Note: When you subcribe to CHAMP certification course (or PMP, RMP, ACP, CAPM or any other video course), you can join my regular Management Review Sessions, whenever applicable. It'll be completely free of cost to you.

Now, let’s see the next set of principles in Hybrid-Agile Management: Principle 5, Principle 6 and Principle 7

[This series - Part - 1]


Principle – 5: Value delivered is the ultimate measure of progress and success.

It’s always about value delivery, be it Waterfall or Agile. Without value being delivered, your project won’t last long.

In waterfall, value is delivered by various desired artefacts, milestones being completed with deliverables, and of course the deliverables itself. In Agile, value is checked by the customer at the end of short iterations (Scrum) or on-demand (Kanban). 

Value is in the eyes of the beholder; in this case, the eyes of the customer.

Imagine going to a film with your family. Value delivered will different for the members of your family. It's not always the end result or product, i.e., movie! Ask them and you will be surprised what different members actually found to be valuable in the entire trip. 

Principle – 6: Visualize the flow of work for adaptive. Contextualize the work with respect to phases in predictive.

Adaptive work should be visualized, because they are derived from Lean, which says visualize the flow. This shows the progress and bottleneck.

Visualization in Hybrid-Agile projects can happen with various board views. For example, below is a Backlog Board view for a Hybrid-Kanban project. There are 4 workflow states or columns with which we can visualize the flow. 

Predictive work should be contextualized to phases. Instead of having a long waterfall project, break the project into various phases.

Contextualization and breaking of project work into various phases can be done with the Gantt Chart view. For example, the view below shows the possible phases of a Hybrid-Agile project. 

As shown, we have a number of contextualized phases: Start-up, Planning, Development, Test, Deploy and Close.

Principle – 7: Have frequent integration points between predictive and adaptive elements to reduce risks.

It’s important that you have frequent integration points between predictive and adaptive work.

This can be achieved through integration work and integration testing. The integration points are shown in the below figure with black lines between two value-delivery elements: Waterfall/Sequential and Agile.

This way the risk of unsuccessful delivery doesn’t happen. 

Again, do note that much detailed explanation has been given in the course.

[This series - Part - 1]


To recap, the principles are shown in the below figure. With this, you can quickly remember and recall the principles.

You can also watch the below video to have a brief recap on the seven principles of Hybrid-Agile Management.

Throughout the CHAMP certification course, these principles are applied – be it Hybrid-Scrum, Hybrid-Kanban or Hybrid-ScrumBan management. As you appear for the exam, prepare and practice them in the real-world, these pricinciples will be equally important.

You May Also Like:

1. What's New: Certified Hybrid-Agile Master Professinoal (CHAMP) (20% Theory and 80% Practical), by Satya Narayan Dash

2. Frequently Asked Questions (FAQs) - Certified Hybrid-Agile Master Professional, by Satya Narayan Dash

3. Certified Hybrid-Agile Master Professional (CHAMPCourse, by Satya Narayan Dash

4. Management Yogi's CHAMP Certification: 20 Free Questions and Answers (Part - 1)

5. Management Yogi's CHAMP Certification: 20 Free Questions and Answers (Part - 2)

6. Management Yogi's CHAMP Certification: Seven Principles of Hybrid-Agile Management (Part - 1)

7. Management Yogi's CHAMP Certification: Seven Principles of Hybrid-Agile Management (Part - 2)

8. Step-by-Step Guide: Install, Set-up and Run MS Project 2019/2021 with Agile Features (Online Desktop Client)

Saturday, January 21, 2023

Management Yogi’s CHAMP Certification: Seven Principles of Hybrid-Agile Management (Part – 1)

Principles are important in life and learning, because principles don’t change; rather, the underlying practices change. Principles, by its very nature, are like natural laws, e.g., gravity, daily sunrise. Natural laws don’t change. Rather, practices underlying the principles change, e.g., waking up before sunrise or after sunrise.  

As the well-known saying goes: Give a man a fish and you feed him for a day; but teach a man how to fish, and feed him for a life time.

Effectively, principle does that – teach a person to fish. The surroundings can change, the weather can change, the water torrent can change, but still the person can fish if the person knows the principles of fishing.

With these basics, let’s understand briefly the principles of Hybrid-Agile Management. These principles are taken from the Certified Hybrid-Agile Master Professional (CHAMP) course. I believe you will be seeing these principles for the first time. Hence, take your time to go through and understand. As I've seen many projects use Hybrid-Agile approaches and in such cases, you can apply these principles.

Note: When you subcribe to the CHAMP certification course (or PMP, RMP, ACP, CAPM or any other video course), you can join my regular Management Review Sessions, whenever applicable. It'll be completely free of cost to you.

In the first part of this series, I’ve outlined the first four principles of Hybrid-Agile Management. These are brief explanations. In-depth explanations with videos are available in the CHAMP course.

[This series: Part – 2]

So, let's go through the principles one-by-one.


Principle – 1: Customize the approach according to the need.

There is no point in debating unnecessarily on waterfall and avoiding it completely. A lot of time is wasted thinking what aspects of waterfall should or should not be taken in. Teams debate and discuss it for long. However, a phase-based sequential (waterfall) model does work when you have clarity in design and requirements. There is no point reinventing the wheel.

On the other hand, Agile works when you have high churn in requirements and technology. This is where an iterative and incremental model fits in.

Hence, it’s wise to combine and customize your approach according to the needs of your customer.  

As shown above, when you customize, you can take a set of approaches together such as Waterfall/sequential, Scrum, Kanban, XP (engineering practices) etc.

Principle – 2: Keep your team close, keep your customer closer.

Team delivers the work; customer uses that work. Team success is important. Customer success is more important. Without customers, there is no product, team or project. 

Customers’ perspectives will be different than yours (and team). Understand what the customer wants and needs. This also reflects the first principle, which says “Customize the approach…”.

But why is it a principle? Because in Hybrid-Agile the team structure will be different compared to traditional waterfall or plain Agile. If you have work in such a project, you’ll understand both the importance of such a structure, team and more importantly, the involvement of customers.

Principle – 3: Adapt your mindset to the approach being used.

Customizing the approach is needed, but it's not enough. You also need to couple and complement it with a mindset change. Without mindset change, you can’t produce the deliverables properly. You and your team will struggle. 

Waterfall/traditional approach usually follows a detailed, up-front and plan-driven mindset. And you deliver at the end of the project or at phase gates for a multi-phase project. However, do note that even in waterfall, changes are taken not only via change control, but totally new requirements are also accepted in other ways such as progressive elaboration and rolling wave planning. Many won't tell you that! Rolling wave planning is briefly explained in the next principle (Principle - 4). 

Agile, on the other hand, follows a change-driven mindset and you deliver incrementally as well as sometimes iteratively as in Scrum (or no iteration as in Kanban, but it’s incremental). 

Principle – 4: Welcome and embrace change in requirements.

The idea is not to accept change, or just adapt to changes. But welcome change. Embrace change.

Change can happen for both waterfall and Agile. Change is accepted in both approaches, though the way differs.

A number of management practitioners think that change in waterfall is always tightly controlled. It’s not always the case. Change in waterfall/sequential can also happen with rolling wave planning, which is a form of iterative planning technique. Iterative planning is one of the cornerstones of Agile.

Agile, as I’ve informed in many articles and specifically in this article of Why and When to Go for Agile Lifecycle, is both iterative and incremental. As it’s iterative the focus remains on requirement fine-tuning or correctness of solution. It’s also incremental, which increases the speed of delivery.

[This series: Part – 2] 


As you go through the course and sit in the CHAMP certification exam, you need to be aware of these principles. Throughout the course, these principles are applied – be it Hybrid-Scrum, Hybrid-Kanban or Hybrid-ScrumBan management. In the next part, we will see the final set of principles.
If you have any feedback, comments or suggestions on these principle, please put them below in the comment section. I'll respond and I'll learn from you.

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Friday, January 13, 2023

Management Yogi's CHAMP Certification: 5 More Tips on Agile and Hybrid-Agile Management


Hybrid-Agile management, monitoring, tracking and reporting are complex, even for a seasoned management practitioner. With some key and important tips, you can manage such project quickly and easily. In this post, you will learn five more tips on Agile and Hybrid-Agile Management. This is in continuation of the post I’ve had earlier:

CHAMP Certification: 5 Tips for Agile and Hybrid-Agile Management

I’d suggest that you go through those tips before proceeding with the below new tips. All these tips are taken from the below certification course: 

Certified Hybrid-Agile Master Professional (CHAMP)

As noted earlier, many of these tips, specifically for Agile Management, are also mentioned in the Mastering MS Project Agile course.

So, these are next 5 tips with one bonus tip in the end.

Tip # 6: Add Task Board views in to your QAT. (Hybrid-Kanban, Hybrid-ScrumBan)

This tip can also be used Hybrid-Scrum projects, too.

Like Sprint Progress and Sprints, one can add various Task Board related views into the QAT. To add the commands:

  • Go to the Backstage view > Options.
  • Select Project Options > Quick Access Toolbar.
  • Choose Sprints Tools | Sprints Tab.
  • Select Task Board and Views commands.
  • Use “Add >>” to add the commands into the QAT.

After you add the commands, the commands will be shown in the QAT. 

Isn’t it much easier that way? You can quickly access the Task Board and Task Board Sheet views to know and understand the data available. 

Tip # 7: Move to the Next Sprint. (Hybrid-Scrum)

When a Sprint gets closed, many don’t know what to do with the tasks or features. Below operations are performed, incorrectly:

  • Deletion of those tasks or features.
  • Deactivation of those tasks or features.
  • Manual movement of them into future Sprints.

Most of the time, none of the above ones are needed, because a command is specifically available for you! It’s the Move to Next Sprint command. To do so:

  • Select the task (or Card) in the Current Sprint Board view.
  • Right click.
  • Use the Move to Next Sprint command.

As shown, we have selected the tasks of ‘Check points to install alarms’ and used the Move to Next Sprint command. This will automatically move the tasks into the next Sprint.

Now a tricky question for you:

What happens when the next Sprint is not planned?

Don’t see the answer before you try!

Scroll down to see the answer.

If you are saying that command will be grayed out or disabled, then you are correct!

Tip # 8: 100% Complete – then and there! (Hybrid Scrum, Kanban or ScrumBan)

In the previous tip, did you notice another command in the popped-up menu: Mark 100% Complete? I’d guess you did! What is that command used for?

That command is sometimes used when you want to complete the task then and there, i.e., on that workflow state or column. To do so:

  • Select the task (or Card) in the Task Board view.
  • Right click.
  • Use the Mark 100% Complete command.

In the above Task Board view, did you notice that the Move to Next Sprint command is disabled? Can you tell why?

Because we are using only the Kanban part of the Hybrid-ScrumBan project. 

Tip # 9: Fine-tune % Complete in the Board views. (Hybrid Scrum, Kanban or ScrumBan)

As a practice, CHAMP certified professionals know how to set the % Complete for the traditional (waterfall) and Agile part of a Hybrid project. They know all the secrets on how to manage and track such a project.

Sometimes, they also fine-tune the % Complete value of a task represented as a Card, which is different from the % Complete set for the workflow state or the column. To do so:

  • Select the task (or Card) in the Task Board view.
  • Right click.
  • Choose “Information…”, which opens-up the Task Information dialog box.
  • In the opened-up box, enter your desired % complete. 

You can also double click on the Card to get the Task Information dialog box. 

As shown above, you can change the “Percent complete:” field in the opened-up Task Information dialog box. While the “In Progress” workflow state has been set as 50%, the individual task can be set as 72%, 85% or any other percent you want.

Tip # 10: Delete a Sprint. (Hybrid-Scrum)

There is no command available to delete a Sprint! How does one delete one or many Sprints?

For this purpose:

  • Open the Manage Sprints dialog box. It can be via,
    • Project tab > Properties group > Manage Sprint command, - OR - 
    • Sprint Tools > Sprints tab > Sprints group > Manage command. 
  • Select the Sprint you want to delete.
  • Press the “Delete” key on your keyboard.
  • The Sprint will be deleted. 

As shown, we have a number of Sprints planned. Now, let’s say you want to delete Sprint 9. You just have to select the Sprint and press delete command on your keyboard. The Sprint will be deleted.

Bonus Tip # Deleting Multiple Sprints

To delete multiple Sprints, select the Sprints together and press delete command on your keyboard. All the selected Sprints will get deleted. 

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