As a project manager with many (maybe too many) years of experience in the field, I've seen firsthand the impact of choosing the right methodology for a project. It's not just about managing tasks; you must also align your approach with the project's unique needs and goals.

Having navigated through various project management methodologies, I've developed a deep appreciation for the structure and clarity that Waterfall offers.

While Agile is my favorite approach to project management, I find Waterfall more suitable for certain projects.

Waterfall is a linear methodology where each project phase must be completed before the next one begins.

This starkly contrasts the Agile methodology, which is iterative and flexible, allowing for changes and adjustments throughout the project lifecycle.

While Agile thrives in dynamic environments where requirements and solutions evolve through collaborative efforts, Waterfall suits projects with precise (unchanging) requirements and a defined path to completion.

Understanding these differences is crucial to finding the right fit for your team (or even for your project; nobody said you could not use different methodologies for different projects – However, changing the way your team works should not be done lightly).

In this guide, I will explain how to manage a project using the Waterfall methodology effectively.

Additionally, we'll touch on how to leverage a project management tool like monday.com or Jira to streamline the management of Waterfall projects. Personally, ****I find monday dev’s Waterfall templates incredibly helpful.

By the end of this guide, you'll clearly understand how to implement Waterfall in your project successfully.

5 Best Practices for Waterfall Project Management

Below are five best practices to consider when managing a project using the Waterfall methodology:

1. Determine If Waterfall is Suitable for Your Project

The Waterfall approach is best suited for projects with clear and well-defined requirements, where the steps are straightforward and do not involve much uncertainty or change along the way.

To determine whether the Waterfall methodology is suitable for your project, consider the following factors:

• Assess whether the path forward is clear. If there are uncertainties or potential modifications in scope during development, an Agile approach would be better suited.
• Evaluate whether all stakeholders involved in the project are on board with following a linear, sequential process. Stakeholders sometimes prefer iterative approaches where they can have regular involvement and feedback throughout development.
• Consider how important flexibility is to your project's success. If you expect a lot of changes but still want a clear plan without too many adjustments, then Waterfall might be a good fit.

Waterfall provides structure. But as you see, it’s not always the structure your team needs or the one that will help it succeed.

Image source: Segue Technologies

2. Document Everything

In any case, documentation plays a critical role in ensuring successful implementation of the Waterfall methodology.

Clear documentation helps maintain coordination among team members and clarifies what needs to be achieved at each project stage.

• Start by scoping out clearly defined boundaries for your project. Map out ****what's included within its scope (as well as what’s not). The MoSCoW method for project management can assist with this. It helps define Must-have, Should-have, Could-have, and Won’t-have (yet) items.
• Next comes planning. Thoroughly map out each step of your project, including phases, tasks involved at each stage, and their respective timelines. Detailed visuals with clear highlights (created by using a roadmap planning tool) make it easy to keep everyone on the same page.
• Tracking progress is another crucial aspect of Waterfall methodology. Utilize a progress tracker or project management tool to keep all team members informed about their proximity to completion.

Following these steps helps monitor progress and provides motivation. Individuals can see their tasks marked as "done" and contribute toward achieving milestones.

3. Be Specific with Goals

Having clear goals at every step is key to keep your project on track and avoid getting sidetracked. Think of them as road signs pointing you toward the big finish line.

A great way to do this is to break down big tasks into smaller, achievable goals. Like stepping stones, these milestones guide you closer to your final goal.

Set clear performance goals to ensure everyone knows what "done" looks like at each stage. No more guessing and mismatched expectations!

Keeping an eye on progress lets you adjust things if needed and ensures everyone's heading in the right direction. Having clear goals and regularly checking in, you'll avoid unnecessary detours and distractions that can slow you down.

4. Set Realistic Deadlines

It is crucial to handle deadlines carefully and realistically in the Waterfall methodology.

• Know your client's rhythm. Do they like weekly updates or just the big stuff? Speak their language, but keep them in the loop!
• Be real about hiccups. Stuff happens. If you see a delay coming, let your client know ASAP. Honesty builds trust.
• Everyone's got a job. Set clear deadlines and make sure everyone owns their part. A gentle nudge now and then is fine, but hold each other accountable.

By keeping things realistic and talking openly, you can avoid last-minute scrambles and earn your client's smile. Remember, happy deadlines make happy projects!

Image source: monday.com

5. Get Everyone on the Same Page

Collaboration is key in the Waterfall method, where everyone teams up for a common aim.

60% of employees report that obtaining information from their colleagues needed to do their job is difficult, very difficult, or nearly impossible.

86% of employees in leadership positions blame lack of collaboration as the top reason for workplace failures.

OUCH!

This can seriously hurt your projects.

Needless to say, clear communication, along with well-coordinated teamwork, is essential. Here's how to make teamwork rock in your project:

• Get everyone involved early: Bring all the important people into the loop. Lay out the project plan, goals, and what you expect from everyone. Make sure everyone understands and is on the same page. If there are questions or worries, talk about them right away.
• Agree before moving on: Before jumping into each project phase, ensure everyone agrees. Try not to change big things midway unless everyone's cool with it.
• Keep talking: Good communication is a must. Keep everyone up-to-date with how things are going. Celebrate the wins as a team and work through problems together. When everyone chats openly and works as a team, you get to use your team's great ideas and skills. This can make your project even better!
• Teamwork makes the dream work: With teamwork in Waterfall, you're creating a space where everyone's ideas and views matter, and everyone aims for the same goal. This way of working together can lead to new ideas, solving problems well, and everyone feeling like they own a piece of the project.
• Active participation is a must: Everyone needs to be involved and talk openly for great teamwork. Respect different opinions and build a trusty, inclusive team vibe. Doing this lets you use your team's full strength and achieve amazing things.

Remember that effective collaboration requires active participation from all stakeholders. Encourage open dialogue, respect different viewpoints, and foster a culture of trust and inclusivity.

How to Manage a Waterfall Project With monday.com

I recommend that you get set up on a tool like monday dev or Jira and use a template for setting up and managing your Waterfall.

I know that monday dev definitely has a template, because I use it myself.

Once you have the template customized to your specific needs, follow a few simple steps:

1. Organize your project: Think of your project as a series of stages, like planning, design, testing, and launch. Set up groups on your board for each stage, then add all the tasks needed for each step.

2. Delegate and plan: Assign each task to the right person, set due dates, and keep track of progress with simple "to-do" statuses. This way, everyone knows what they need to do and when.

3. See the big picture: Use the built-in project timeline to determine how long each task and stage will take. This helps you ensure everything flows smoothly and stays on track.

4. Stay on target: Set up milestones for key moments in your project (like finishing a design or launching a prototype). You can also link tasks together so they can't start until others are finished, keeping things moving in the correct order.

With these steps, you'll be a Waterfall master in no time! It's all about organization, teamwork, and a clear roadmap.

In Conclusion…

Waterfall Project Management is a structured, linear methodology that excels in projects with precise, unchanging requirements.

While not as flexible as Agile, it offers clarity and a defined path to success in the right contexts. The key to effective Waterfall management lies in thorough planning, clear documentation, setting realistic goals and deadlines, and fostering strong collaboration within the team.

Leveraging tools like monday dev (great for pre-built templates and cross-functional teams) or Jira (great for software teams) can significantly enhance the project management process by providing a visual, organized, and collaborative platform to track progress.

So, get out there and have some fun using Waterfall in your next project (as long as it’s a fit!)