What is Agile Methodology: Principles, Methods, Benefits

PhD Theses

1st October 2024

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As a PhD student, managing time, research tasks, and constant feedback can sometimes feel overwhelming. In such a complex environment, effective management methodologies can provide structure, flexibility, and improved productivity. One such approach, originally developed for software development but applicable across various fields, is Agile methodology.

This post explores what Agile methodology is, the four pillars of Agile, its core principles, the benefits of Agile methodology for PhD students, and a breakdown of different methodologies in Agile. If you’re seeking a way to streamline your research process, manage tasks, and continuously improve your work, then Agile might be exactly what you need.

What is Agile Methodology?

Agile methodology is a project management approach that emphasises flexibility, collaboration, and iterative progress. It was originally developed to address inefficiencies in traditional, linear project management techniques in the software development industry. The core idea behind Agile is the ability to adapt to change quickly while delivering work in smaller, more manageable chunks called “iterations” or “sprints.”

For PhD students, who often deal with evolving research questions, shifting timelines, and unexpected feedback, Agile offers a structured yet flexible framework to manage these uncertainties. In essence, Agile allows you to break your research into smaller tasks, enabling frequent review, adaptation, and course correction.

What Are the 4 Pillars of Agile?

The Agile methodology is underpinned by four key values, also known as the “4 pillars of Agile.” These pillars guide how teams (or in your case, individuals) work, communicate, and respond to challenges:

  1. Individuals and Interactions Over Processes and Tools
    The focus is on collaboration and communication rather than rigid adherence to tools or procedures. In the context of a PhD, this could mean prioritising regular discussions with your supervisor and peers over rigidly sticking to a prescribed methodology.
  2. Working Software Over Comprehensive Documentation
    While this principle is specific to software, for PhD students, it can translate to prioritising tangible research outcomes (like draft chapters or experimental results) over excessive planning and documentation. It’s about progress rather than perfection.
  3. Customer Collaboration Over Contract Negotiation
    Agile encourages continuous engagement with stakeholders to ensure that expectations align with project outcomes. For PhD students, this means maintaining close collaboration with your supervisor or research committee, ensuring their feedback is incorporated regularly into your work.
  4. Responding to Change Over Following a Plan
    Agile embraces change as an inevitable part of any project. In research, initial hypotheses often evolve as new data is collected, or your supervisor may ask you to rework chapters or ideas. Agile encourages adaptability and flexibility in the face of these changes.

What Are The Agile Principles?

In addition to its four values, Agile is governed by twelve principles that provide further guidance for applying the methodology. The following principles are particularly relevant to PhD students:

  1. Satisfy the Customer
    Your “customer” as a PhD student is likely your supervisor, funding body, or examiners. By delivering results frequently and acting on feedback, you’ll meet their expectations while making steady progress.
  2. Welcome Changing Requirements
    In research, goals and requirements often change. New literature may alter the focus of your study, or experimental data may force you to refine your approach. Agile encourages flexibility and adaptation.
  3. Deliver Work Frequently
    Break your research into manageable tasks and aim to complete sections of work frequently, such as chapters, experiments, or literature reviews. Regular progress prevents procrastination and builds momentum.
  4. Collaborate Daily
    Although you may not have daily meetings, keeping communication lines open with supervisors, peers, or co-researchers is vital. Frequent interaction ensures everyone is aligned and supports continuous improvement.
  5. Build Projects Around Motivated Individuals
    As a PhD student, you are the individual driving the project. Staying motivated, finding the tools that work for you, and being passionate about your topic will enable you to maintain momentum throughout your journey.
  6. Face-to-Face Communication
    While face-to-face meetings may not always be possible, regular video calls with your supervisor or fellow researchers help clarify goals, provide motivation, and enable immediate feedback.
  7. Working Software is the Primary Measure of Progress
    Again, though this is software-specific, the PhD equivalent might be the production of written work, experimental data, or research outcomes. You measure your progress not by how much you plan, but by tangible research outputs.
  8. Sustainable Development
    PhD students often work under pressure, but Agile encourages sustainable productivity. It’s about maintaining a steady pace rather than burning out by overworking or rushing through tasks.
  9. Continuous Attention to Technical Excellence
    This principle encourages PhD students to regularly improve their skills and research techniques, whether through learning new software, refining analytical techniques, or enhancing academic writing skills.
  10. Simplicity
    The art of maximising the amount of work not done is vital in research. Focus on what is essential to your research goals, and avoid overcomplicating your approach.
  11. Self-Organising Teams
    As a PhD student, you are effectively a “self-organising team.” Take ownership of your project, set deadlines, and manage your time effectively.
  12. Reflect and Adjust
    Regular reflection and adaptation are essential. After completing a task or receiving feedback, review what went well, what didn’t, and adjust your strategy moving forward.

Benefits of Agile Methodology for PhD Students

Applying Agile principles to your PhD research can offer significant benefits, helping you manage your workload more efficiently and navigate the challenges of academia. Some key benefits of Agile methodology for PhD students include:

  1. Improved Time Management
    Agile breaks your research into smaller, more manageable tasks with frequent deadlines. This prevents you from becoming overwhelmed by the enormity of a thesis and keeps you moving forward.
  2. Regular Feedback and Adaptation
    Frequent engagement with your supervisor ensures continuous feedback and course correction. This can prevent last-minute panic when faced with significant revisions at the end of the project.
  3. Increased Flexibility
    PhD research is unpredictable, and Agile’s flexibility allows you to pivot your approach when needed. This might involve revising your literature review after discovering new research or reworking your methodology based on preliminary findings.
  4. Steady Progress
    Agile’s focus on delivering results frequently encourages steady progress, which can help prevent procrastination and build confidence in your work.
  5. Reduced Stress
    By focusing on short-term goals and iterative progress, Agile reduces the overwhelming pressure that often accompanies large-scale projects like a PhD thesis.
  6. Better Collaboration
    Agile fosters collaboration, whether that’s with your supervisor, peers, or research group. It encourages transparency, open communication, and regular check-ins to keep everyone aligned.

Different Methodologies in Agile

While Agile is a broad philosophy, there are several different methodologies in Agile that can be applied depending on the nature of the project. These include:

1. Scrum

Scrum is one of the most popular Agile methodologies. It focuses on breaking down tasks into short, time-boxed sprints (typically 2-4 weeks), during which specific tasks must be completed. At the end of each sprint, the team (or individual) reflects on what was accomplished and how they can improve moving forward.

For PhD students, adopting a Scrum approach could mean breaking down research tasks (e.g., literature review, data analysis, writing) into 2-week periods, setting clear goals, and reviewing progress at the end of each sprint.

2. Kanban

Kanban focuses on visualising work and managing the flow of tasks. It uses a board with columns that represent different stages of a task (e.g., To Do, In Progress, Done). Tasks are represented by cards that move across the board as they progress.

Using Kanban, PhD students can create a visual representation of their research tasks and track their progress at a glance. Tools like Trello or a simple whiteboard can be highly effective for this.

3. Lean

Lean is an Agile methodology that focuses on minimising waste and maximising value. It encourages cutting out unnecessary steps in the research process, simplifying workflows, and focusing only on what adds value to your research.

For PhD students, this might mean reducing distractions, focusing on key research questions, and avoiding activities that don’t directly contribute to the completion of your thesis.

4. Extreme Programming (XP)

Although more technical, XP focuses on high-quality work and frequent iterations, with an emphasis on collaboration and rapid feedback. PhD students can benefit from this approach by seeking regular feedback from their supervisor and maintaining a high standard of work throughout their project.

Conclusion

For PhD students looking to better manage their research tasks, Agile methodology offers a flexible, iterative approach that promotes steady progress, collaboration, and adaptability. By applying Agile principles to your research, you can break down complex tasks, respond to feedback more effectively, and ultimately reduce stress as you work toward completing your PhD.

If you’re a PhD student in need of support with editing, tutoring, or preparing for your viva, our services are tailored to help you succeed. From writing assistance to thesis revision, we are here to help you through every stage of your doctoral journey. Get in touch today to speak with one of our academic consultants.