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While it’s important to have a solid understanding of the many different ways to operate a project, you don’t have to feel as though you’re tethered to just one way of working, particularly in the digital space. After all, you need to do what works for your team, your clients, and your project. Maybe that means you take a Lean approach to deliverables to meet a smaller budget, or an Agile approach because your team wants to work iteratively and share work rapidly. You get the idea: do what feels right. Don’t overthink your process. Try something new, adjust when you see the need, and focus on solid communication and delivering quality work.

If you’re having a hard time deciding what steps in a process will work for you, think through these questions and scenarios:

• What is the intended outcome of your project? Is it a product you’ll create? An experience? A specific deliverable?

• What are the goals of the project?

• Who needs to be involved in the project based on the answers to the first two questions.?

• How do the people you’d like to assign to the project like to work? Is anyone certified or really, really hard core about sticking to a methodology?

• If you’re working with a client, do they subscribe to a methodology? Are you aware of how they work and how their way of working will impact your team?

• Are there any outside factors you need to take into account when planning? (Think about dependencies, project or client values, etc.)

• What is already working for your team? What is working for your clients? Also, what isn’t working?

NOTE PMPS, BLACK BELTS, CSMS, OH MY!

Many methodologies come with training and certifications. While they aren’t 100% necessary to learn about and administer a methodology, they can be very helpful when trying to understand the foundation of each and deciding what will work for you, your organization, and your projects. So, if you have the resources to be trained and certified, go for it! If you don’t, you’ll be just fine without those three letters, trust me.

It’s amazing what sitting down to think through what the project actually needs versus just doing what you always do can help you accomplish something when searching for alternative ways of working. It will take you no more than 30 minutes to answer all of these questions and come up with an approach that could work for you. Maybe you’ll select a single methodology, or maybe you’ll try pieces of a couple. Don’t get caught up in a “this or that” conversation.

If you’re lost and you want some help picking a process, think about it this way: boil the decision down to two very basic principles for understanding all of these methodologies:

• The more traditional methodologies like Waterfall and Critical Path are good for teams who want or require a high level of structure and management. They want tasks spelled out and planned accurately, and a PM who will take control of the details—both for the project and for them.

• The Agile methodologies like Scrum and Kanban are great for teams who are flexible in nature. They prefer a high level of collaboration, are open to change, and are willing to take control of the work and be held accountable for it.