

Dimensions and requirements of collaborative planning in business transformation projects
Abstract
Collaborative planning has proven to be effective in areas where complex problems are linked to multiple stakeholders and entities, like urban planning, military, and supply chain management. In project management, however, the concept has been less present, and few studies have explored its implications for an improved project planning process. This article uses a qualitative multiple case studies approach to explore the dimension and requirements of collaborative planning for business transformation projects. Two dimensions are identified: planning for collaboration and planning in collaboration. A set of requirements are also identified to enable both dimensions of collaborative planning.
Keywords
References
Archibald, R. D. (2013). A Global System For Categorizing Projects. IPMA Project Perspective 2013, XXXV, 6–11.
Azevedo, A. L., Toscano, C., & Sousa, J. P. (2005). Cooperative planning in dynamic supply chains. International Journal of Computer Integrated Manufacturing, 18(5), 350–356. https://doi.org/10.1080/09511920500081304
Bazeley, P., & Jackson, K. (2013). Qualitative data analysis with NVivo. SAGE Publications.
Besner, C., & Hobbs, B. (2013). Contextualized Project Management Practice: A Cluster Analysis of Practices and Best Practices. Project Management Journal, 44(1), 17–34. https://doi.org/10.1002/pmj.21291
Bourgault, M., & Daoudi, J. (2014). Innovation Projects Conducted By Distributed Teams: The Impact of Key Team Characteristics On Collaboration. Journal of Innovation Economics & Management, 13(1), 37–72. https://doi.org/10.3917/jie.013.0037
Braun, V., & Clarke, V. (2006). Using thematic analysis in psychology. Qualitative Research in Psychology, 3(2), 77–101. https://doi.org/10.1191/1478088706qp063oa
Cropper, S., Huxham, C., Ebers, M., & Ring, P. S. (2008). The Oxford handbook of inter-organizational relations. Oxford, U.K: Oxford Unversity Press.
de Vreede, G.-J., & Briggs, R. O. (2005). Collaboration Engineering: Designing Repeatable Processes for High-Value Collaborative Tasks. In Proceedings of the 38th Annual Hawaii International Conference on System Sciences (p. 17c–17c). IEEE. https://doi.org/10.1109/HICSS.2005.144
Dietrich, P., Eskerod, P., Dalcher, D., & Sandhawalia, B. (2010). The Dynamics of Collaboration in Multipartner Projects. Project Management Journal, 41(4), 59–78. https://doi.org/10.1002/pmj.20194
Dudek, G., & Stadtler, H. (2005). Negotiation-based collaborative planning between supply chains partners. European Journal of Operational Research, 163(3), 668–687. https://doi.org/10.1016/j.ejor.2004.01.014
Eisenhardt, K. M. (1989). Building Theories from Case Study Research. Academy of Management Review, 14(4), 532–550. https://doi.org/10.5465/AMR.1989.4308385
Emmitt, S. (2010). Managing Interdisciplinary Projects : A Primer for Architecture, Engineering and Construction. New York, USA: Francis & Taylor (Spon Press).
Globerson, S., & Zwikael, O. (2002). The Impact of the Project Manager on Project Management Planning Processes. Project Management Journal, 33(3), 58–64. https://doi.org/10.1177/875697280203300308
Gray, B. (1985). Conditions Facilitating Interorganizational Collaboration. Human Relations, 38(10), 911–936. https://doi.org/10.1177/001872678503801001
Gray, B., & Wood, D. J. (1991). Collaborative Alliances: Moving from Practice to Theory. The Journal of Applied Behavioral Science, 27(1), 3–22. https://doi.org/10.1177/0021886391271001
Huxham, C., & Vangen, S. (2005). Managing to Collaborate: The Theory and Practice of Collaborative Advantage. London, UK: Routledge – Taylor & Francis Group.
International Project Management Association (IPMA). (2015). Individual Competence Baseline for Project, Programme & Portfolio Management (4th ed.).
Kamrani, A. K., & Nasr, E. S. A. (2008). Collaborative Engineering : Theory and Practice. New York, USA: Springer. https://doi.org/10.1007/978-0-387-47321-5
Kerzner, H. (2015). Project management 2.0: leveraging tools, distributed collaboration, and metrics for project success. Hoboken, NJ: John Wiley & Sons Inc. Retrieved from http://polymtl.summon.serialssolutions.com/2.0.0/link/0/eLvHCXMwlV3dS8MwED90Q_BN0TG_oE--VdK0aZuHvTiUPQ6cIr6MpLmA4Lohe9G_3ksT2zG2h72ENm1Dkzsud5f73QGk_IHFWzJBMqtQYiqYMVaWRqErJSe4FopLmzhw8vSdjz_kowuy3PAU7Mc6rJZfP4v1Lt_bYVSnPqK7Q9EeQPl2UOqga6I_tcQB1G4px-2tJ_7
Kettinger, W. J., Teng, J. T. C., & Guha, S. (1997). Business process change: A study of methodologies, techniques, and tools. Mis Quarterly, 21(1), 55–80. https://doi.org/10.2307/249742
Kilger, C., & Reuter, B. (2005). Collaborative Planning. In H. Stadtler & C. Kilger (Eds.), Supply Chain Management and Advanced Planning: Concepts, Models, Software and Case Studies (pp. 259–278). Berlin, Heidelberg: Springer Berlin Heidelberg. https://doi.org/10.1007/3-540-24814-5_15
Kilger, C., Reuter, B., & Stadtler, H. (2008). Collaborative Planning. In Supply Chain Management and Advanced Planning (4th edition, pp. 263–284). Berlin, Germany: Springer. https://doi.org/10.1007/978-3-540-74512-9_15
Knoben, J., & Oerlemans, L. A. G. (2006). Proximity and inter-organizational collaboration: A literature review. International Journal of Management Reviews, 8(2), 71–89. https://doi.org/10.1111/j.1468-2370.2006.00121.x
Knotts, G., Dror, M., & Hartman, B. (1998). A project management tool for computer-supported cooperative work during project planning. In Proceedings of the Thirty-First Hawaii International Conference on System Sciences (Vol. 1, pp. 623–631). IEEE Comput. Soc. https://doi.org/10.1109/HICSS.1998.653149
Krippendorff, K. (2004). Content Analysis: An Introduction to Its Methodology. Education (2nd ed., Vol. 79). Beverley Hills: Sage. https://doi.org/10.2307/2288384
Kurbel, K. (1994). Groupware extension for a software-project management system. International Journal of Project Management, 12(4), 222–229. https://doi.org/10.1016/0263-7863(94)90046-9
Lundy, V., & Morin, P.-P. (2013). Project Leadership Influences Resistance to Change: The Case of the Canadian Public Service. Project Management Journal, 44(4), 45–64. https://doi.org/10.1002/pmj.21355
Mccauley, D. (2011). Design and Joint Operation Planning. Canadian Military Journal, 12(1), 30–40. Retrieved from http://www.journal.forces.gc.ca/vol12/no1/30-mccauley-eng.asp
McKerney, T. J. (2000). Collaborative Planning for military operations: Emerging Technologies and Changing Command Organizations. In Command and Control Research and Technology Symposium.
McKinsey. (2008). McKinsey global results: Creating organizational transformations. The McKinsey Quarterly, 7(July 2008), 1–7.
Nightingale, D., & Srinivasan, J. (2011). Beyond the Lean Revolution: Achieving Successful and Sustainable Enterprise Transformation. New York, USA: AMACOM.
Niknazar, P., & Bourgault, M. (2017). Theories for classification vs. classification as theory: Implications of classification and typology for the development of project management theories. International Journal of Project Management, 35(2), 191–203. https://doi.org/https://doi.org/10.1016/j.ijproman.2016.11.002
Nohria, N., & Beer, M. (2000). Cracking the Code of Change. Harvard Business Review, (May-June).
Noor, K. B. . (2008). Case study: A strategic research methodology. American Journal of Applied Sciences, 5(11), 1602–1604. https://doi.org/10.3844/ajassp.2008.1602.1604
OGC. (2009). Managing successful projects with PRINCE2. Norwich, UK: TSO.
Patanakul, P., & Shenhar, A. J. (2012). What project strategy really is: The fundamental building block in strategic project management. Project Management Journal, 43(1), 4–20. https://doi.org/10.1002/pmj.20282
Pellegrinelli, S., & Murray-Webster, R. (2011). Multi-paradigmatic perspectives on a business transformation program. Project Management Journal, 42(6), 4–19. https://doi.org/10.1002/pmj.20275
Project Management Institute. (2017). PMBOK Guide: A Guide To The Project Management Body Of Knowledge (6th Editio).
Purchase, V., Parry, G., Valerdi, R., Nightingale, D., & Mills, J. (2011). Enterprise Transformation: Why Are We Interested, What Is It, and What Are the Challenges? Journal of Enterprise Transformation, 1(1), 14–33. https://doi.org/10.1080/19488289.2010.549289
Ren, Z., Anumba, C. J., Hassan, T. M., Augenbroe, G., & Mangini, M. (2006). Collaborative project planning: A case study of seismic risk analysis using an e-engineering hub. Computers in Industry, 57(3), 218–230. https://doi.org/http://dx.doi.org/10.1016/j.compind.2005.12.002
Schmidt, K., & Bannon, L. (1992). Taking CSCW seriously. Computer Supported Cooperative Work (CSCW), 1(1–2), 7–40. https://doi.org/10.1007/BF00752449
Shelbourn, M., Bouchlaghem, D., Anumba, C., & Carrillo, P. (2005). PIECC : Analysis and synthesis of literature.
Shelbourn, M., Bouchlaghem, N. M., Anumba, C., & Carrillo, P. (2007). Planning and implementation of effective collaboration in construction projects. Construction Innovation: Information, Process, Management, 7(4), 357–377. https://doi.org/10.1108/14714170710780101
Stadtler, H. (2009). A framework for collaborative planning and state-of-the-art. OR Spectrum, 31(1), 5–30. https://doi.org/10.1007/s00291-007-0104-5
Stadtler, H., & Kilger, C. (2008). Supply Chain Management and Advanced Planning (4th edition). Berlin, Germany: Springer. https://doi.org/10.1007/978-3-540-74512-9
Thomson, A. M. (2001). Collaboration: Meaning and measurement. ProQuest Dissertations and Theses. Indiana University, Ann Arbor. Retrieved from http://search.proquest.com/docview/250838985?accountid=40695
Uhl, A., & Gollenia, L. A. (2013). Business Transformation Management Methodology. Gower Publishing Limited.
Walter, A. I., & Scholz, R. W. (2007). Critical success conditions of collaborative methods: a comparative evaluation of transport planning projects. Transportation, 34(2), 195–212. https://doi.org/10.1007/s11116-006-9000-0
Wells, H. (2012). How Effective Are Project Management Methodologies? An Explorative Evaluation of Their Benefits in Practice. Project Management Journal, 43(6), 43–58. https://doi.org/10.1002/pmj.21302
Wu, I.-C., & Hsieh, S.-H. (2012). A framework for facilitating multi-dimensional information integration, management and visualization in engineering projects. Automation in Construction, 23, 71–86. https://doi.org/10.1016/j.autcon.2011.12.010
Yin, R. K. (2014). Case Study Research : Design and Methods. London, UK: Sage Publications Inc.

Refbacks
- There are currently no refbacks.
______________________________________________________________________________
The Journal of Modern PM (ISSN: 2317-3963) | info@journalmodernpm.com