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Global Journal of Flexible Systems Management (December 2022) 23(4):431–452

https://doi.org/10.1007/s40171-022-00311-2

REVIEW PAPERS

Competencies for Managing Activities in Agile Projects


José Romualdo da Costa Filho1 • Renato Penha1 • Luciano Ferreira da Silva1 • Flavio Santino Bizarrias1

Received: 11 November 2021 / Accepted: 6 July 2022 / Published online: 18 August 2022
Ó The Author(s) under exclusive licence to Global Institute of Flexible Systems Management 2022

Abstract The management of activities in an agile envi- interpersonal competencies to ensure engagement and the
ronment takes place in iterative and incremental processes, ability to communicate effectively with business people and
in which people from the development team and other project members. A model is presented that can be used as
project stakeholders effectively work together to under- a tool to support the planning of activities in an agile
stand a given problem, in addition to keeping priority to environment. The development team must have competen-
activities with the greatest business value for the client. cies for using new tools during iteration, given the com-
This article aims to understand the competencies of an plexity existing in each activity and the critical relationship
agile team for managing activities in an agile environment. of each activity with the finalization phase of the iteration.
The systematic literature review was performed by using
the Web of Science and Scopus databases, in which 1035 Keywords Activity management  Agility 
articles were found after the application of filters and Agile practices  Competency 
criteria for inclusion and exclusion. Next, 320 articles were Interpersonal competencies  Technical competencies
left for full and in-depth reading, which resulted in 126
articles considered to be valid for research. The articles JEL Classification D2  D8
were categorized by using Excel spreadsheets in order to
group the findings and allow the comparison of categories.
The results demonstrated four categories regarding (1) Introduction
competencies, (2) tools, (3) relationship with the activity,
and (4) characteristics of the development team. It was also A project can be defined as a temporary endeavor aimed at
highlighted that the technical competencies of the devel- creating a unique product, service or result (PMI, 2017).
opment team must be used in new tools. As for iterations, it For Dinsmore and Cabanis-Brewin (2009), project man-
is also necessary to promote a process of managing agement (PM) is about the application of techniques so that
the project’s objective is achieved. Complementing this
definition, Meredith and Mantel Jr (2011) emphasize that
& Luciano Ferreira da Silva PM techniques and tools are intended to ensure that the
lf_silvabr@yahoo.com.br previously defined objectives for a given project are
José Romualdo da Costa Filho respected regarding deadlines and costs. Within the project
joseromualdo@outlook.com management, there are traditional and agile approaches
Renato Penha with specific tools and processes for each stage of the
rp.renatopenha@gmail.com project. It should be noted that, in this study, a traditional
Flavio Santino Bizarrias nomenclature approach called stage gate will be used to
flavioxsp@hotmail.com deal with planning-oriented methodologies (Cooper et al.,
1 2002). To address the agile approach, methodologies
Nove de Julho University – UNINOVE, Rua Deputado
Salvador Julianelli, s/n – Barra Funda, Sao Paulo, SP influenced mainly by the Agile Manifesto will be recog-
01156-000, Brazil nized (Beck et al., 2001).

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432 Global Journal of Flexible Systems Management (December 2022) 23(4):431–452

The publication of the Agile Manifesto in 2001 pre- In the context of predictive project management, the
sented alternative approaches to the international commu- assignment of human resources to a certain activity is made
nity for the management and execution of software projects individually by the project manager. To establish this
(Zaitsev et al., 2020). From this manifesto, professionals relationship, the project manager must select the individual
began to discuss on Agile Project Management (APM) who has the necessary competencies to carry out the task
(Conforto et al., 2016). The origin of APM is based on a according to time and cost constraints (PMI, 2017). For this
highly iterative and incremental process, in which team process to be more efficient, Kerzner (2009) suggests that
members and other project stakeholders actively work human resources should be better used within the organi-
together to understand the problem domain, identify what zations. In this sense, Miterev et al. (2020) emphasize that
needs to be built and to keep requirements for prioritizing the use of human resources must be associated with the
higher business value (Babenko et al., 2019). organization’s strategy and depending on their competen-
Therefore, in parallel with the traditional project man- cies. Thus, ensuring the best use of human resources with
agement practices, APM introduces a perspective of greater high competencies for the most critical activities can pre-
team participation by building value with customers and vent deviations from the deadlines. Furthermore, better
enabling interaction between business people, developers human resource management can contribute to increasing
and customers (Amaral et al., 2011; Beck et al., 2001; the project’s efficiency in terms of deadlines and costs.
Magistretti et al., 2020). In the context of project man- The scenario contemplating the agile approach has ele-
agement practices, the agile approach contrasts with the ments related to the management of activities, which
traditional (predictive) practices demarcated by the use of a opposes the traditional personnel management practices
set of systematic strategic planning processes involving guided by command and control routines (Žužek et al.,
identification, assessment, response and monitoring in 2020). Lack of commitment to project deliverables due to
order to minimize threats and maximize project opportu- the ineffective use of human resource competencies in
nities (Alzoubi & Gill, 2022; Patil & Suresh, 2019; PMI, activities is one of the main and most common problems in
2017; Tiwari & Suresha, 2021). From this dilemma, pro- project management (Altintas & Azizoglu, 2020). Prob-
ject management practices under the lens proposed by the lems regarding financial risks, deviations in scope and
APM can allow organizations to leave their comfort zone, commitment to delivery dates are, in large part, associated
thus increasingly reflecting whether such practices, marked with failures in the relationship between criticality and
by systematized procedures, continue to make some sense. competencies of human resources in carrying out activities
In response, organizations from various segments such as of projects. For Pascoa et al. (2019), the criticality for
finance, construction and services began operating strate- carrying out an activity is related to its final delivery and
gically for their business and started to approach their must have all the business requirements previously agreed
clients (Evans & Bahrami, 2020; Gurd & Ifandoudas, with the customer.
2014; Piya et al., 2020; Singh et al., 2019), making them The development team must be self-organized (Ganesh
involved in the development of projects in order to remain & Thangasamy, 2012) and responsible for managing the
profitable and competitive (Cegarra-Navarro et al., 2016). planning process, self-assignment of activities and ensuring
The main characteristics proposed by APM are the that all committed activities are delivered with the level of
encouragement and involvement of the customer through- quality previously agreed with those involved in the project
out the project development cycle (Chin & Chia, 2004) and (McIver et al., 2018). Thus, several critical factors can
whose scope is not at all known and which accepts changes compromise the delivery of value to the customer, such as
during the development phases (Highsmith, 2009). There- identifying the relationship of dependencies between
fore, we point out that this kind of approach can lead to activities in the same iteration (Ioannou et al., 2020) and
constant changes because of an environment with uncer- ensuring that an activity is designed effectively, always
tainties and unclear objectives (Augustine, 2005). How- taking into account the team competencies and the com-
ever, when it comes to the agile project lifecycle, at the plexity of the activity (Belsis et al., 2014).
beginning of each development phase (iteration), there is a Based on what was presented about the context
meeting to plan and determine the breakdown of customer involving criticality and complexity for carrying out
requirements into development activities. These activities activities under APM, this study adopted the following
will be carried out by the development team who have a research question: ‘‘How do studies on agile project man-
self-organized profile and technical competencies neces- agement practices treat the management of activities in an
sary to do so during a development cycle (Atienza, 2017). agile environment?’’ Additionally, to answer this question,
In this sense, we can say that several challenges are evident the main objective of this study is to understand the com-
from the planning phase to the composition of a set of petencies of an agile team for managing activities in an
customer requirements. agile environment. To achieve this aim, a Systematic

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Global Journal of Flexible Systems Management (December 2022) 23(4):431–452 433

Literature Review (SLR) was performed as a method- interpersonal and technical skills, the so-called soft and
ological strategy. The justification for this choice is based hard skills, respectively. Additionally, we can say that in
on the role of SLR in helping to map and assess a specific the context of project management, hard skills and soft
intellectual structure to develop a body of knowledge skills are used in different situations, and their relevance is
(Tranfield et al., 2003). SLR is a methodological procedure already recognized in hiring professionals. Crawford and
that uses the literature as the main source of data (Sampaio Pollack (2004) developed an interaction model that helps in
& Mancini, 2007). evaluating a project by analyzing the influence of dimen-
The challenge in this context of agile management sions of hard and soft skills, as shown in Table 1.
practices is to identify the relationship of dependencies Atkinson et al. (2006) point out that the model set by
between activities in the same iteration in order to ensure Crawford and Pollack (2004) presents different approaches
the greatest delivery of value to the customer (Gjøystdal & to dealing with uncertainty and stakeholder expectations
Karunaratne, 2020). Based on what has been presented, this depending on the project environment. The model also
study is justified in the sense of the lack of studies on the highlights the hard and soft skills of stakeholders during
process of self-assignment of an activity to a member of the the management of predictive projects. Finally, the authors
team according on its complexity and respective relation- emphasize that the way to apply the aforementioned
ship with criticality during the management phase. The competencies may vary according to the project manage-
relevance of the today’s phenomenon of organizations ment context.
seeking agility (McIver et al., 2018; Muntés-Mulero et al., Based on what has been presented, it can be said that
2019), associated with managing people’s skills and competency leveling, as highlighted by Engwall and Jer-
activities through agile practices (Çetin & Durdu, 2019; brant (2003), helps the project manager manage the
Gren et al., 2020; Martini et al., 2016; Shameem et al., activities by identifying a person in the team who has the
2018), is another justification for this study. necessary skills for performing them. On the other hand,
As the development cycle in agile practices is carried when the activities are managed by APM, the project
out by iterations, Belsis et al. (2014) highlight that people development team has the autonomy to self-assign activi-
involved in agile project management need to have ties in each iteration. Atienza (2017) points out that
essential skills for managing activities during the devel- effectively managing activities throughout the develop-
opment cycle of iterations. Therefore, the relationship ment cycle of iterations in APM can contribute to
between competencies and activity management becomes a increasing the project efficiencies in terms of time and
challenge for scholars and practitioners, which is explored costs. Aspects related to managing project activities are
in the next section. explored in the next section.

Managing Project Management Activities


Theoretical Background
Project management practices are used to promote the
Project Management Competencies assignment of people to activities, which is made according
to the planning and management of a limited set of people
When dealing with people involved in a project, it is (Kerzner, 2006; Meredith & Mantel Jr., 2011). Thus,
necessary to understand their competencies. Ahsan et al. people involved in project management must employ
(2013) highlight that the project manager’s competencies techniques, tools, skills and knowledge for controlling and
can influence the team members and customers, among monitoring activities in an environment with risks and
others. Still, with regard to people involved in the project uncertainties (Pinto & Kharbanda, 1996; PMI, 2017).
management, Boterf (2003) defines that competencies are When it comes to managing activities under predictive
consistent with the act of a person assuming responsibili- assumptions, the schedule is the artifact responsible for
ties in different scenarios. Pedrosa et al. (2021) emphasize planning the distribution of personnel in the activities of a
that people in a project management environment can project (PMI, 2017), in which the process of schedule
combine certain personal competencies, which include a preparation is performed according to the following order:
set of knowledge, skills and attitudes directly related to the (1) definition of activities, (2) activity sequencing and (3)
project results. In this sense, we can define competencies as estimated duration of activities. Thus, in order to increase
a set of knowledge, skills and attitudes an individual has to the personnel’s performance in the activities, Glenwright
perform his or her activities (Boyatzis, 1982; Crawford, (2007) points out that the person responsible for managing
2005; Müller & Turner, 2010). the project is also responsible for preparing the schedule. In
Dutra et al. (2000) and Stevenson and Starkweather this scenario, Ichihara (2002) highlights that the prepara-
(2010) emphasize the need to address people’s tion of the schedule must guarantee an effective allocation

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434 Global Journal of Flexible Systems Management (December 2022) 23(4):431–452

Table 1 Model of the dimensions of hard and soft skills. Source: Adapted from Crawford and Pollack (2004)
Dimensions Hard skills Soft skills

Clarity of goals and targets Clear Ambiguous


Tangibility of objectives and Tangible Subjective
goals
Success measures Quantitative Qualitative
Project permeability No outside influence High external influence
Number of solution options Single solution refinement Exploration of alternative solutions
Degree of participation and Specialist practitioner/No stakeholder participation Facilitator practitioner/High stakeholder engagement
role of the practitioner
Stakeholder expectations Valuing of technical performance and efficiency/ Valuing of relationship, culture and meaning/
Management through monitoring and control Management through negotiation and discussion

of people by seeking to establish the best person-activity everyone who will participate in the next iteration. Gol-
relationship, that is, the one closest to the optimal combi- farelli et al. (2013) emphasize that the project development
nation possible. team must be aligned with the real need of the customer, in
Hartmann (1998) highlights that the schedule prepara- which the objective is to maximize, as far as possible, the
tion should be assigned to the person responsible for the delivery of value to the customer in each iteration. The
project, whose role is to minimize the total time of the result of this equation should be a backlog of activities
project without violating the dependency relationship based on the team’s competencies and the complexity of
between activities and available personnel. Mingozzi et al. the activities to be performed (Sarpiri & Gandomani, 2017;
(1998) further point out that the challenge lies in the Trkman et al., 2016).
number of people to be allocated to a given project, as this As for the assignment of activities in the agile methods,
number is usually limited during the project life cycle. Shekhar and Kumar (2016) point out that the development
As for the preparation of a schedule, it can be noted that team becomes responsible for designating the activity by
predictive methods are applied when requirements and exercising a consultative, self-organized role and having all
their dependency of the stakeholders are known and can be the necessary skills to select and control activity. The team
estimated by the person responsible for the project man- must be aware of the complexity of carrying out the
agement (PMI, 2017). On the other hand, requirements activity, that is, from its planning to the possible impacts
change frequently in agile methods, which may be related that the criticality of an unfinished activity may have on the
to frequent iteration cycles (PMI Agile Alliance, 2017; results of an iteration. It is worth noting that this attitude
Shekhar & Kumar, 2016). From this point of view, we can can impact the result of an iteration, for example, in rela-
understand the distinction between the activity’s relation- tion to activity sequencing and dependencies (Serrador &
ship with agile methods and that with predictive ones Pinto, 2015).
(Mohanarangam, 2020; Neto et al., 2019; Rahman & Rutz, Therefore, identifying the core competencies of people
2015). in project management makes it possible to identify the
Bosch and Bosch-Sijtsema (2011) point out that the limitations existing in the activity management process. In
traditional methods are characterized by planning and addition, it is possible to highlight the limitations of the
controlling the total of activities in a scenario in which the development team regarding the activities to be carried out
scope will be decomposed until it adds value to the cus- according to the planning for an iteration, that is, from the
tomer’s business. Another important issue is that agile client’s conception (i.e., ideation phase) to the final deliv-
methods deal with smaller scopes for carrying out activities ery, in which the objective is to deliver a greater value to
as they have greater flexibility for changes than the tradi- the customer.
tional ones, thus reducing uncertainties and possible
impediments regarding a particular activity (McIver et al.,
2018). Materials and Methods
Therefore, as in agile methods, the project development
team has the role of being self-organized and it is important This study adopted SLR as a research strategy because it
that its members work collaboratively and effectively. The allows for a deeper understanding of a given phenomenon
knowledge and skills of all team members must be clear to based on previous studies. SRL differs from narrative

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Global Journal of Flexible Systems Management (December 2022) 23(4):431–452 435

reviews in that it adopts a systematic scientific approach, operators were used by considering the intersection of the
which is replicable and transparent (Tranfield et al., 2003). two research areas to be studied. The use of asterisk
With regard to bibliometric studies, the difference lies in incorporates all variations of the word in the position after
the depth of analysis of the articles studied. Although such which it is found (e.g., ‘‘agil*’’ allows searching for agility,
a depth presents a certain degree of subjectivity, the pro- agile, among others). It is noteworthy that no temporal
tocol set by Pollock and Berge (2018) was used to reduce filter was applied so that it was possible to map the entire
biases in the construction of a theoretical body and applied production of articles on the themes studied.
procedures. SLR allows building an audit trail of the After the first phase, which comprises the establishment
decisions made and procedures performed (Cook et al., of objectives, the researchers moved on to applying the
1997) as it uses a more qualitative approach in which search string. The results found in the first round were
content analysis is performed to categorize the research submitted to analysis and screening, as shown in Fig. 1,
corpus based on critical and reflective reading (Tranfield according to Pollock and Berge (2018), who present four
et al., 2003). steps for elaboration of the analysis corpus.
Therefore, SLR is used to understand the convergence of Figure 1 presents the four steps for preparing the anal-
two relevant themes, in which the first one is related to ysis corpus. It is worth noting that the four steps presented
APM practices and the second one is related to the man- follow a set of activities covered in the six phases estab-
agement of activities by the development team. lished by Pollock and Berge (2018). The first step high-
The procedures for carrying out this SLR had six phases lights a string used for searching the databases. For the
according to prescriptions set by Pollock and Berge (2018), composition of the database, some filters were applied
namely: (1) to clarify research goals and objectives; (2) to during the initial search, such as the criterion of including
seek relevant research; (3) to collect data; (4) to assess the only articles published in journals and excluding those
quality of studies; (5) to synthesize the evidence; and (6) to presented in congress and published textbooks, among
interpret the findings. In the first phase, the following others. The delimited areas for this research, represented by
question about what guides this research was made: ‘‘How the Web of Science categories, were as follows: ‘‘Com-
do studies on agile project management practices address puter Science Software Engineering’’; ‘‘Computer Science
the management of activities in an agile environment?’’ For Information Systems’’; ‘‘Management’’ and ‘‘Computer
this purpose, the Web of Science and Scopus databases Science Theory Methods’’. As for the Scopus database, the
were used as research sources because they contain the following filters were used: ‘‘Business’’ and ‘‘Computer
main journals, authors and contents in the areas of Science’’. The inclusion of the computer science area is
administration, engineering, computer science, among justified by its adherence to agile practices. It is worth
others, which are relevant to the field of study. noting that the Agile Manifesto was made up of a group of
The strings used to perform the searches were [(‘‘agil*’’ individuals working in this area.
or ‘‘sprint’’ or ‘‘scrum’’ or ‘‘kanban’’) and (‘‘task*’’ or The second stage is aimed at the screening of the results
‘‘human resource’’ or ‘‘willing*’’ or ‘‘team*’’)]. It is worth by using a modifier to mark the articles corresponding to
noting that the composition of search strings was used in the research proposal. In the third stage, the eligibility
several rounds, which made it possible to understand which criteria were applied to select articles on APM practices
were the main keywords used by the authors in the area. and activity management according to inclusion and
The string used in the function for finding articles was that exclusion criteria. Articles not addressing the management
used for agile practices, such as Neto et al. (2019), Rahman of activities in the agile context were disregarded. And
and Rutz (2015), and Razavi et al. (2019). In the same way, finally, the fourth stage constituted the corpus of analysis
in order to contemplate the activity management in the containing the articles for the research.
agile context, we used a word representing both task and After the constitution of the corpus of analysis, the
team that appear in the article, such as Bosch and Bosch- articles existing in the two databases were removed to
Sijtsema (2011), Ioannou et al. (2020), and Luong et al. guarantee homogeneity, and then, it was treated with the
(2021). This process was iteratively performed until a aid of Excel spreadsheets. This software made it possible to
robust research corpus was obtained from both databases. perform data analysis and present the results from the
These words were used to select the articles that could pass combination of quantitative information by using fre-
through the sieve of the researchers in order to contribute to quency analysis, as well as qualitative information by
answering the research question. categorizing the content of articles. This phase of the
The research was carried out on February 4, 2021. The research also allowed us to present a relevant descriptive
use of Boolean operators ‘‘and’’ and ‘‘or’’, in addition to the analysis of the study.
use of the character ‘‘*’’, allows for a greater scope and We emphasize that the applied content analysis is in line
control in the construction of the search base. These with Bardin’s prescriptions (Bardin, 2011). The selected

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436 Global Journal of Flexible Systems Management (December 2022) 23(4):431–452

Fig. 1 Research process for data selection and analysis. Source: Adapted from Pollock & Berge (2018).

articles were read in their entirety and categories of anal- prescriptions set by Pollock and Berge (2018) for synthe-
ysis were sought in order to help in understanding the sizing the evidence (phase v) and interpreting the findings
phenomenon studied, with these categories being validated (vi). Although some quantitative treatments have been
by all researchers and recorded in an Excel spreadsheet. used, this research prioritized the qualitative analysis of the
The generated spreadsheet contains the metadata on the articles to constitute a matrix that could represent the
selected articles, as well as information on the categories findings of this study.
constructed. After analyzing all the articles, the researchers
sought convergences through a clustering process to
achieve the categories presented in the next section. Presentation and Analysis of Results
Therefore, the next step was to carefully read the 126
articles contained in the corpus of analysis and categorize The corpus of analysis consisted of articles from the Web
the contents in Excel spreadsheets to group the findings and of Science and Scopus databases. To ensure the integrity of
compare the categories. The 126 selected articles were the the search process, the articles from the two databases were
result of the process described in Fig. 1. Despite the initial merged and the duplicate ones were removed after the use
number of articles available in the two databases used, the of filters. In the end, the corpus of filters ended up with 126
application of filters and inclusion and exclusion criteria articles. The evolution of academic production on the
helped us to arrive at a set of articles more selectively. The theme until the first half of February 2021 is shown in
activities performed in this phase are in line with the

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Global Journal of Flexible Systems Management (December 2022) 23(4):431–452 437

Fig. 2 Evolution of article


production on the subject

Fig. 2. We point out that this period is presented according competencies are categorized into interpersonal and tech-
to the selected articles. nical ones, that is, soft and hard skills. However, as Neto
When looking at Fig. 2, the evolution of academic (2020) points out, there is some complexity in distin-
production on the theme can be observed as three articles guishing some people’s competencies because many of
were published in 2011 and 26 in 2020. This scenario them have both soft and hard skills. Nevertheless, some
shows the search for authors in addition to highlighting the technical competencies linked to interpersonal skills are
relevance of the theme and an overview of the scientific easily identifiable, such as in the elaboration of an elec-
production. In this sense, Fig. 3 shows the 15 main journals tronic spreadsheet and capacity for communication, with
with the largest number of publications on the theme. the latter being measured by the ability to be empathetic as
As shown in Fig. 3, the purpose of this mapping is to well as to write an objective text without grammatical
allow other authors to choose a journal for a possible errors.
submission of a manuscript on the theme, with emphasis on Another relevant issue is the competency level to be
the ‘‘Journal of Software-Evolution and Process’’ with 15 observed. Competencies can be observed not only at an
publications and the journals ‘‘Information and Software individual level, which is largely addressed from the per-
Technology’’ and the ‘‘Journal of Systems and Software’’ spective of KSA (knowledge, skill, and attitude), but also
with 14 publications each. collectively and organizationally (Michaux, 2011). Ruas
After mapping the articles and performing a careful et al. (2005) point out that although competency is hardly
reading of them, it was possible to identify the connections observed empirically at a collective level, it can be
between contents and authors, resulting in four categories understood as a combination of competencies manifested
as follows: (1) competencies, (2) tools, (3) relationship in teams, departments, or even relationships between peo-
with the activity and (4) characteristics of the development ple in different companies. Collective competencies are
team, as presented in Table 2. We emphasize that these obtained through the synergy of different activities, such as
categories emerged from a process of reading and catego- a logistics system. Prahalad and Hamel (1990) cite orga-
rizing the articles. The content was further investigated and nizational competency as the company’s capability of
classified into a category by using an Excel spreadsheet to differentiating in the business environment.
facilitate access to it and its organization. The next sections deeper examine the macro-categories
These four categories comprise an abstraction observed found in the analysis process presented in Table 2. It is
in the readings of the articles, which were initially analyzed worth noting that each sub-category is the result of the
on an individual basis and then grouped for categorization. analysis of the 126 articles selected.
Such a categorization process was carried out taking into
account the relationship between articles and authors for
each category. It should be noted that the aforementioned

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438 Global Journal of Flexible Systems Management (December 2022) 23(4):431–452

Fig. 3 Number of scientific articles published by journals

Competencies In some cases, competencies go beyond planning to


understand activities (Moe et al., 2012). At this point,
In a software project environment, a development team technical competencies related to software development
must have a set of competencies to develop an iteration processes stand out, such as abstraction (Gren et al., 2018)
(Busse & Weidner, 2020; Kalenda et al., 2018). Compe- and the ability to analyze requirements (Medeiros et al.,
tencies, both technical and interpersonal, are associated 2020). In the monitoring of activities, the team must
with culture (Alqudah & Razali, 2017), organizational employ technical competencies to interact with the backlog
strategy (Jovanović et al., 2016; Lindsjorn et al., 2016), and framework (Fontana et al., 2015), as in the monitoring of
stakeholders (Pradeepini, 2019). The main competencies activities in progress (Hsieh & Chen, 2015; Licorish &
observed in the present study, as well as their descriptions MacDonell, 2015).
and authors, were mapped and are listed in Table 3. The process of carrying out the activities in each itera-
In relation to individuals, technical competencies are tion can occur through peer development techniques,
present in the planning of activities (Jia et al., 2019; Trk- known as ‘‘work in pairs’’ (Paasivaara & Lassenius, 2014).
man et al., 2019) as well as in the understanding (Grape- To carry out such techniques, the development team must
nthin et al., 2015) and measurement of activities (Ramı́rez- have the interpersonal competencies necessary for doing so
Mora et al., 2020). In the measurement process, the team effectively (Yilmaz, 2017). In the software development
can employ interpersonal competencies (Fontana et al., process, the team must have high knowledge on technol-
2014) such as negotiation (Adolph et al., 2012) and influ- ogy, such as computing language and computational
ence (Busse & Weidner, 2020). architecture (Pascoa et al., 2019), and techniques of
activity decomposition (Tan & Vicente, 2019). Finally, in

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Global Journal of Flexible Systems Management (December 2022) 23(4):431–452 439

Table 2 Analysis of the categories according to the articles selected


Category Description References

Competencies Competencies are defined as technical and Afshari and Gandomani (2021), Al-Baik and Miller (2015), Beaumont
(25) interpersonal for understanding and carrying out et al. (2017), Carvalho and Mello (2012), Cavaleri, Firestone and
activities Reed (2012), Çetin and Durdu (2019), Cram (2012), Dingsøyr et al.
(2018), Drury-Grogan (2021), Elghariani et al. (2018), Ferreira et al.
(2011), Gren et al. (2020), Hajjdiab et al. (2012), Hemon et al.
(2020), Hoda and Murugesan (2016), Hoda et al. (2012), Jørgensen
et al. (2017), Kakar (2017), Kaushik et al. (2020), Lehtinen et al.
(2014), Lehtinen et al. (2017), Liu et al. (2019), Magistretti et al.
(2020), Majchrzak and Stilger (2017), Martini et al. (2016), Mishra
and Abdalhamid (2018), Mishra et al. (2012), Misirli et al. (2015),
Shameem et al. (2018), Martinez et al. (2014), Naim et al. (2019),
Razavi et al. (2019), Sarpiri and Gandomani (2017), Serrador and
Pinto (2015), Trkman et al. (2016), Schloegel (2016), Tripp et al.
(2016), Vlietland et al. (2016)
Tools Tools that support the planning and monitoring of Astromskis et al. (2014), Batra et al. (2016), Casola et al. (2020),
(30) interactive activities Concas et al. (2013), Conforto et al. (2016), Cram and Marabelli
(2018), Ganesh and Thangasamy (2012), Hemon-Hildgen et al.
(2020), Jalali et al. (2014), Karlsen et al. (2011), Korkala and
Maurer (2014), Kremser and Blagoev (2021), Lwakatare et al.
(2019), Mahmoud et al (2020), Malgonde and Chari (2019), Malik
et al. (2021), Masood et al. (2020), Magdaleno et al. (2015),
Nicholls et al. (2015), Perkusich et al. (2017), Muntés-Mulero et al.
(2019), Raj and Sinha (2015), Rolón and Martı́nez (2012), Senapathi
and Drury-Grogan (2021), Shankar and Narayana (2013), Tolfo
et al. (2018), Wohlrab et al. (2019), Yin et al. (2021), Žužek et al.
(2020)
Relationship with Diagnosis of criticality and complexity of Akarsu and Yilmaz (2020), Arora et al. (2018), Barke and Prechelt
the activity activities (2019), Belsis et al. (2014), Borrego et al. (2019), Bosch and Bosch-
(33) Sijtsema (2011), Destefanis et al. (2016), Erdoğan et al. (2018),
Espinosa-Curiel et al. (2018), Fahad et al. (2017), Golfarelli et al.
(2013), Heikkilä et al. (2017), Ioannou et al. (2020), Kasurinen and
Smolander (2017), Lavallée and Robillard (2018), Luong et al.
(2021), Marques et al. (2020), Mitrović et al. (2020),
Mohanarangam (2020), McIver et al. (2018), Neto et al. (2019),
Rahman and Rutz (2015), Rico et al. (2020), Rosenkranz et al.
(2013), Santos et al. (2015), Salaou et al. (2021), Shahsavari-Pour
et al. (2021), Strode et al. (2012), Tenorio et al. (2020), Tsai et al.
(2018), Varela-Vaca and Gasca (2013), Zaitsev et al. (2020), Zielske
and Held (2020)
Characteristics of Roles and responsibility of the team in self- Afshari and Gandomani (2021), Al-Baik and Miller (2015), Beaumont
the development assignment, monitoring and control of activities et al. (2017), Carvalho and Mello (2012), Cavaleri et al. (2012),
team Çetin and Durdu (2019), Cram (2012), Dingsøyr et al. (2018),
(38) Drury-Grogan (2021), Elghariani et al. (2018), Ferreira et al. (2011),
Gren et al. (2020), Hajjdiab, Taleb and Ali (2012), Hemon et al.
(2020), Hoda and Murugesan (2016), Hoda et al. (2012), Jørgensen
et al. (2017), Kakar (2017), Kaushik et al. (2020), Lehtinen et al.
(2014), Lehtinen et al. (2017), Liu et al. (2019), Martini et al.
(2016), Misirli et al. (2015), Magistretti et al. (2020), Majchrzak and
Stilger (2017), Martinez et al. (2014), Mishra and Abdalhamid
(2018), Mishra et al. (2012), Naim et al. (2019), Razavi et al. (2019),
Schloegel et al. (2016), Shameem et al. (2018), Sarpiri and
Gandomani (2017), Serrador and Pinto (2015), Tripp et al. (2016),
Trkman et al. (2016), Vlietland et al. (2016)

the process of completing an activity, the team must have a Palacios et al., 2012) and sense of importance (Grapenthin
set of collective competencies such as effective commu- et al., 2015).
nication, a sense of self-organization (Gjøystdal & Kar- The relationship between technical and interpersonal
unaratne, 2020), adaptability to constant changes (Colomo- competencies existing in agile teams is shown in Fig. 4.

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Table 3 List of competencies and authors


Competency Competency Description References
dimension

Technical Activity planning It is the ability to plan the necessary activities as well as identify the Jia et al. (2019), Trkman et al. (2019)
(hard precedence between them for completing the iteration and
skills) delivering value to the customer
Understanding It is the ability to understand the context and the work required to Grapenthin et al. (2015)
activities perform the activity correctly, according to what was requested
Activity It is the ability to measure the effort required to perform an activity Ramı́rez-Mora et al. (2020)
measurement and is developed during the iterations
Abstraction From the understanding of the activities, it is possible to create Gren et al. (2018)
capacity generalizations and abstractions of requirements and thus develop
the abstract requirements into tangible systemic functionalities
Requirement Through knowledge about the context in which it operates, this Medeiros et al. (2020)
analysis competency makes it possible to break down the requirements into
activities for becoming software features
Activity It concerns the knowledge in analyzing tools for monitoring the Fontana et al. (2015), Hsieh and Chen
monitoring backlog activities of an iteration (2015), Licorish and MacDonell
(2015)
Technology This competency is about knowledge in programming languages as Pascoa et al. (2019)
Knowledge well as in designing patterns and architectures aimed at developing
technological solutions
Activity It is the competence to dismember and group activities arising from Tan and Vicente (2019)
Decomposition the requirements and whose development is linked to the
development of abstraction competency
Interpersonal Negotiation Ability to negotiate inclusion, exclusion or modification of Adolph et al. (2012),
(soft skills) requirements and activities in the backlog
Influence Ability to influence team members to achieve personal or Busse and Weidner (2020)
organizational goals
Effective Ability to convey a message clearly and objectively without loss of Gjøystdal and Karunaratne (2020)
Communication information
Sense of Self- This competence concerns the ability of team members to self- Gjøystdal and Karunaratne (2020)
Organization organize according to their work routine so that they can perform
their activities accordingly
Adaptability to Ability to quickly adapt to changes occurring during iteration. By Colomo-Palacios et al. (2012)
Change developing this skill, the team’s member stops seeing changes
negatively and starts to see change as a strategic action to achieve
results and deliver value at the end of the iteration
Development of It is the ability to work as a team, accept any constructive criticism of Paasivaara and Lassenius (2014),
Team Activities the work developed and thus exchange knowledge and experiences Yilmaz (2017)
in both technical and business contexts
Sense of This competency concerns the ability to recognize the importance of Grapenthin et al. (2015)
importance team events, including activities and behaviors which can affect
the iteration

The relationships between the competencies shown in For the agile team to develop technical competencies for
Fig. 4 demonstrate that after the execution of several iter- analysis and decomposition of activities, the team members
ations, the development team and its members achieve must have other individual competencies, such as knowl-
technical and interpersonal competencies, which in turn edge in planning and executing activities through tech-
will become part of the culture of both team and organi- niques such as working in pairs. To achieve this scenario,
zation (Alqudah & Razali, 2017). Busse and Weidner the team must have engagement from the conception of the
(2020) state that during the stages of iterations, the team’s customer’s idea in the activity until the end of the iteration.
members exert influence on the others by using techniques, With regard to interpersonal competencies, for a team to
such as negotiation, to assign activities (Adolph et al., be self-organized, it must have the necessary competencies
2012). to negotiate and manage the execution of activities, making

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Fig. 4 List of competencies for agile teams

it clear to all its members the relationship of each activity Yin et al., 2021). These tools must be in line with agile
and the end of the interaction through constant changes practices (Casola et al., 2020; Wohlrab et al., 2019) and
aimed at adding value to the delivery. To achieve this with the software development policies adopted by the
scenario, the team must promote effective communication organization (Kremser & Blagoev, 2021). As for the soft-
and mutual trust between its members. The competencies ware development process, some tools are aimed to address
developed by the team will be absorbed and improved in planning issues (Masood et al., 2020) and risks in execut-
the following iterations, as well as the new emerging ones ing a given activity (Korkala & Maurer, 2014; Malgonde &
will be incorporated by individuals and teams to become an Chari, 2019) before the process of delivering it to the client
integral part of the culture. (Concas et al., 2013; Senapathi & Drury-Grogan, 2021).
To achieve effectiveness in the iteration results, the team For Malik et al. (2021), the activities should be cate-
must have essential competencies to carry out communi- gorized by the team in the contexts of the development of
cation processes. For Gjøystdal and Karunaratne (2020), each activity (Lehtinen et al., 2014), and the risk associated
the team must show enough confidence so that it can with performing, monitoring and preventing a change in
convey a message clearly and objectively without losing the activity (Rolón & Martı́nez, 2012). The activity cate-
information at each moment of iteration. Here, the team’s gorization becomes critical when the team is in transition
goal will be to ensure the achievement of personal or to agile practices (Batra et al., 2016), including in scenarios
organizational goals (Busse & Weidner, 2020). of digital transformation projects with the adoption of
Thus, competencies gain a prominent role in the effec- cloud computing (Muntés-Mulero et al., 2019).
tiveness of the iteration. The team must have adaptability Some challenges can occur regarding the use of tools by
to the constant changes and a sense of importance on the the development team for ideation process and prioritiza-
criticality of the activities, which is corroborated by tion of activities (Ganesh & Thangasamy, 2012). As the
Grapenthin et al. (2015). As a significant factor for development team has a self-organizing characteristic
increasing the effectiveness of the team, communication (Grapenthin et al., 2015), tools such as user story, story-
emerges as an essential competency among its members to telling and storyboard, if not handled correctly, can lead to
ensure the quality in the development of future activities deviations in the metrics and updating of the activity per-
contained in the backlog, thus contributing to studies such formance (Ganesh & Thangasamy, 2012).
as those by Zaitsev et al. (2020). The tools gain a prominent role when aligned with the
profile of the development team (Conforto et al., 2016;
Tools Tolfo et al., 2018), resulting in a set of metrics (Perkusich
et al., 2017; Shankar & Narayana, 2013) that will support
During the iterations, management of activity execution is the process of knowledge dissemination within the team
carried out through various tools (Mahmoud et al., 2020; (Karlsen et al., 2011). Furthermore, the choice of an

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appropriate tool for the organization must be related to the et al. (2020) and Malgonde and Chari (2019) point out that
best software development practices (Nicholls et al., 2015), better use of tools by the team makes it prepared for the
including optimization in the use of a member from the constant risks possibly arising from the agile practices.
development team (Jalali et al., 2014; Magdaleno et al.,
2015) and policy for good software development and Relationship with the Activity
testing practices (Astromskis et al., 2014).
In this sense, some tools such as Kanban (Majchrzak & Studies by Neto et al. (2019), Rahman and Rutz (2015),
Stilger, 2017), Jira (Ribeiro, 2020), Trello, and Jenkins and Razavi et al. (2019) showed that agile practices bring a
(Seth & Khare, 2015) can contribute to demonstrating the different relationship with activities compared to the tra-
flow of activity iterations between teams in addition to ditional (predictive) ones. While in the traditional practices
tracking agile metrics. The relationship between the steps the activities have scope, restrictions, risks, changes, and
of iteration as well as between processes, tools, and metrics plans previously defined (Golfarelli et al., 2013), in the
were consolidated and shown in Fig. 5. agile practices the activities are defined through cere-
Lwakatare et al. (2019) state that activity delivery is monies marking the beginning of each iteration, in which
aimed at providing value to the customer, with tools such requirements are presented to the development team
as the DevOps (Development and Operations) practices (Ioannou et al., 2020; Luong et al., 2021). Bosch and
ensuring the highest quality in software production (Raj & Bosch-Sijtsema (2011) state that Scrum Master does not
Sinha, 2015), in addition to bringing people, processes and influence the formation of a backlog and the team must
teams together according to the agile practices adopted by select prioritized activities that generate the highest value
the organization (Hemon-Hildgen et al., 2020). Therefore, for the customer without division of activities.
DevOps is a tool gaining increasing importance for In the ceremony held for each iteration, there is an
development teams as it allows creating processes with the analysis and classification of the efforts to perform the
greatest value (e.g., from an idea to software increment activities (Barke & Prechelt, 2019). This step involves not
product) to be delivered to the customer’s business (Žužek only discovering, diagnosing and understanding the main
et al., 2020). problems, but also the ability to design evidence-based
In this context, it is noted that these tools contribute to solutions adjusted to changing needs, environment
performing measurable activities to be delivered in an dynamics and changing requirements (McIver et al., 2018).
iteration cadence, which is congruent to that pointed out by According to Rosenkranz et al. (2013), the requirements
Raj and Sinha (2015). In the same way, these tools also presented in this step can be qualified as incomplete,
help to keep the flow of value delivery to the client through meaningless, redundant, or ambiguous, which can make an
the team’s competencies in using them as best as possible activity not to be understood (Ioannou et al., 2020). Belsis
during the planning and estimation of activities. Mahmoud et al. (2014) suggest that validation of the items making up

Fig. 5 Tools for agile teams

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the detailing of the requirements should be performed to Development Team Competencies


mitigate such a deficiency at this stage.
Also, at this stage, it is necessary to ensure that there are The development team has, at certain points in the itera-
no more uncertainties as to what needs to be done in each tion, different roles and responsibilities (Sarpiri & Gan-
activity (Strode et al., 2012). From this moment on, the domani, 2017; Trkman et al., 2016). As for the planning,
development team uses techniques, such as story points, to the team must assume an advisory role in monitoring the
obtain an estimated effort to perform the activity (Varela- evolution of the backlog during intermediate ceremonies
Vaca & Gasca, 2013). At this stage, an effort score is (Çetin & Durdu, 2019; Martini et al., 2016) to minimize the
obtained based on the complexity of the activity and problems resulting from new people entering the team (Al-
activity dependencies (Borrego et al., 2019). In the cere- Baik & Miller, 2015) or from some type of cultural barrier
mony, the artifact is the backlog with all activities priori- associated with agile practices (Liu et al., 2019). Moreover,
tized according to the criticality, complexity and the team becomes responsible for analyzing the customer’s
dependence identified by the team members (Salaou et al., requirement documents (Hemon et al., 2020) regardless of
2021). the effort required to perform one or more activities
From this moment on, the execution of backlog activi- (Dingsøyr et al., 2018; Elghariani et al., 2018). At this
ties begins with the team members, who have the auton- point, Hoda and Murugesan (2016) and Serrador and Pinto
omy to select the activity they will perform (Akarsu & (2015) state that the responsibility of the development team
Yilmaz, 2020). If the team member does not have the should encompass the views and needs of the stakeholders.
necessary competency to take the next activity (Barke & With the planning at hand, the team focuses on
Prechelt, 2019), or if the activity is highly critical (Erdoğan preparing the activities to start the iteration (Lehtinen et al.,
et al., 2018; Espinosa-Curiel et al., 2018), it is suggested 2014; Majchrzak & Stilger, 2017). The team takes on the
that such an activity should be performed in collaboration responsibility of carrying out the activity decomposition
with another more senior member in order to provide (Schloegel et al., 2016) by taking into account the com-
quality delivery and allow transfer of knowledge between plexity (Kaushik et al., 2020) and criticality of each
team members (Luong et al., 2021). At this point, there activity to be performed (Pascoa et al., 2019).
should be broad communication between the team mem- Planning brings barriers to the control and management
bers regarding the objective in order to avoid failure in of activities (Magistretti et al., 2020). According to Vliet-
performing any activity that impacts the development of land et al. (2016), in the eyes of the customer, activities are
future activities contained in the backlog (Zaitsev et al., sequenced in order of business need by people who may
2020). not participate in the development process of the iterations
According to Heikkilä et al. (2017), it is important that (Beaumont et al., 2017). Thus, people involved in this
the roles are clear and the methodology well defined, so context have direct responsibility for iteration performance
that the development team knows whom to call if an (Mishra & Abdalhamid, 2018) and customer’s satisfaction
obstacle arises during the execution of some activity. (Lehtinen et al., 2014). Planning can also be affected by
Lavallée and Robillard (2018) state that to solve obstacles, changes in project activities (Hoda et al., 2012; Shameem
it is necessary to have interpersonal competencies. et al., 2018) and the level of technical competency of the
Neglecting obstacles can to some extent negatively impact team (Gren et al., 2020; Lehtinen et al., 2017), which may
the iteration, such as poor-quality delivery or cancellation have negative impacts on the results of an iteration (Afshari
of a particular activity (Salaou et al., 2021). & Gandomani, 2021; Drury-Grogan, 2021; Razavi et al.,
The close relationship between development team 2019).
members and characteristics of the activities of an iteration The result of iterations with the customer can be
is supported by Barke and Prechelt (2019), who state that approximated by using the User Experience (UX), which is
the requirement analysis process and effort classification related to obtaining greater knowledge about the cus-
should be used to deal with activities. Strode et al. (2012) tomer’s business need (Ferreira et al., 2011; Naim et al.,
point out the reduction of uncertainties present in the 2019). Understanding the customer’s needs as soon as
process of activity execution. These relationships con- possible becomes the responsibility of the development
tribute to the advancement in diagnosing criticality and team (Jørgensen et al., 2017). From the beginning of the
complexity of activities in face of the identification of iteration, the team assumes the role and responsibility for
personal and interpersonal competencies present in the controlling and monitoring the activities (Misirli et al.,
development team. 2015; Tripp et al., 2016). According to Carvalho and Mello
(2012), the team must promote the transfer of knowledge
obtained in the performance of previous iterations, which

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in turn improves the development team’s performance becoming activities throughout the project will be part of
(Kakar, 2017). the iteration. At this point, further research should be car-
Due to the frequent delivery cycle present in agile ried out taking into account the companies’ agile practices
environments, the development team must have specific in line with their respective system development policies
personal and interpersonal skills at the various stages of the rather than a certain agile framework.
iterations. This scenario is an extension of the study by In the process of planning an iteration, in which the
Çetin and Durdu (2019) on the competencies of a team in teams are characterized by being self-organized to the point
planning activities of an iteration for a continuous flow of identifying the complexity and criticality of each
view, regardless of one’s roles. This thinking is aimed at activity, the technical and interpersonal competencies of
building a closer trust relationship between team and the entire development team are addressed only individu-
stakeholders, as pointed out by Hoda and Murugesan ally (Mitrović et al., 2020). Here, the suggestion is to carry
(2016) and Serrador and Pinto (2015). out further research on the technical and interpersonal
competencies of the entire team in the planning process to
ensure that the selected activities are following the team’s
Theoretical and Practical Implications levels of competency as a whole, making the team’s
members increasingly self-organized and self-managed. In
Theoretical Implications addition, the planning of activities was also limited for
being carried out only in Scrum ceremonies (Alqudah &
A full reading of the articles allowed identifying limitations Razali, 2017; Marques et al., 2020).
of the approach used by the development team for the In the activity management process, Lwakatare et al.
activities to be carried out throughout the agile projects, (2019) state that several tools allow monitoring activities,
that is, from the conception about the customer’s desire to thus enabling the team’s members to analyze the perfor-
the planning for iteration until its final delivery. The mance and reach the goal of the iteration. However, several
objective is to guarantee the delivery of greater value to the authors point to the need for studies on the exchange
customer. This approach can be explored with the purpose between different teams during iteration. Although studies
of identifying gaps between themes and presenting possible on DevOps practices are at an early stage (Hemon-Hildgen
research trends. et al., 2020), they will be an important source for docu-
With regard to the idealization and conception of the menting the team’s tacit knowledge, in addition to
customer’s needs, it is noted that the Design Sprint and remaining in the organization even with the turnover of
Design Thinking tools have been used (Conforto et al., members of the team (Shankar & Narayana, 2013).
2016; Magistretti et al., 2020). However, both tools have Still, on the management of activities, the studies in this
their limitations in terms of team and project as the research corpus did not examine the dependency relation-
research is limited to their use only for small development ship of activities and its possible impacts on iteration.
teams and those in transition from predictive to agile Trkman et al. (2016) emphasize that the team must
methods. This scenario can cause difficulties in environ- understand the order of execution and integration regarding
ments where development teams interact with other ones, the user story dependency to avoid any possible iteration
which causes the need to mediate possible conflicts and cancellation. However, it was not possible to identify any
impediments to carrying out activities, or when the teams tool enabling the visualization of activity dependencies for
have a high level of interdependence. Thus, further the realization of a user story.
research on the use of these tools for the conception of the The content developed here brings a view that confronts
customer’s idea in a possible project activity should be project activity management, especially in projects adopt-
carried out in environments not only transitioning from ing the agile approach. The relationship between compe-
predictive to agile ones, but also in agile environments with tencies, tools and activities is a relevant contribution, but
development teams with different levels of size, compe- the advance of this study lies in including both criticality
tencies and organization. and complexity in this context. These two elements can
In the planning phase of the activity backlog, it is pos- help researchers understand team performance and project
sible to highlight analysis techniques based on users’ sto- success.
ries (Luong et al., 2021), but which are limited to Scrum
and Extreme Programming frameworks (Batra et al., 2016; Practical Implications
Žužek et al., 2020), and systems development policies and
standards (Malgonde & Chari, 2019). In this phase, the After individual analysis of the research corpus and based
separation of activities for beginning the iteration is not on the connections between contents and authors, it was
contemplated, but the customer’s ideas and wishes possible to present four categories related to the

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management of activities in agile teams. These categories Based on what was presented here, a development team
were related to technical and interpersonal competencies must have the technical and interpersonal competencies to
present in agile teams for executing the iteration from the work with business people in the planning phase until the
planning phase to the release phase (delivery to the cus- user stories are deployed into activities. During the itera-
tomer). At this point, it is worth noting that such compe- tion, the team must use these competencies for self-as-
tencies were abstracted taking into account the hard and signing activities and for employing agile tools in the
soft sides of each one according to the objective of this analysis and control of ongoing activities. Thus, Fig. 6
study. As a result, the competencies were divided into shows a conceptual model highlighting the relationship of
technical and interpersonal ones, as previously presented in technical and interpersonal competencies present in a
Table 2. They were also subdivided to highlight the tools development team aimed at managing activities for
present in the development team to carry out activities, as iteration.
previously shown in Tables 2 and 3. The conceptual model shown in Fig. 6 was elaborated
In the planning phase, it can be highlighted that the by taking into account the particularity of the processes,
technical and interpersonal competencies present in the tools and ceremonies of the agile frameworks found in the
development team can be used with business people to research corpus. A list of technical and interpersonal
analyze and divide the product view requirements into competencies present in the development team during the
measurable activities capable of being delivered in an planning, self-assignment and activity monitoring phases is
iteration. This phase must respect the particularities of also shown. After the finalization phase, the results of this
agile frameworks in relation to the planning process, for process should provide a dataset from the development
example, the Scrum sprint planning meeting and the phase of iteration as a subsidy to agile metrics.
KanBan replenishment meeting. The point of attention In this scenario, the proposed conceptual model
here is related to the development team’s ability to identifies both technical and interpersonal competencies
identify the priority of execution of activities to fulfill a of each member of the development team, thus mini-
given user story taking into account the criticality of mizing the scenario of abstraction existing in the com-
each activity, regardless of the tools chosen in this plexity and criticality related to the non-performance of
phase. the activity in an iteration, which is corroborated by
After the planning phase, the development team takes on Pascoa et al. (2019) and Kaushik et al. (2020). With
a self-organized role in which each member of the team regard to the adherence to agile practices, the model is
becomes responsible for executing and monitoring the used by software development companies independently
activity according to an order of priority. In this self-as- of the agile framework adopted in order to reduce cul-
signment phase, each member must have the necessary tural barrier, which is corroborated by Alqudah and
engagement to identify whether they have both technical Razali (2017). Finally, Jovanović et al. (2016) and
and interpersonal competencies to carry out a given activity Lindsjørn et al. (2016) show model advances in relation
with given complexity and criticality in a given iteration. to the strategies of organizations to identify skills so that
In the final phase of the iteration, the development team the development team can deliver greater value to the
must complete the activities comprising a given user story client through realization of the activities.
according to an order of prioritization as previously agreed
in the planning phase. Regardless of the agile framework,
this process must comply with the definitions agreed with Final Remarks
the customer for the quality of a ready-made activity. In
addition, the development team must have the technical The publication of the Agile Manifesto in 2001 made
competencies necessary for the steps of user story delivery software development companies adapt their project
through the use of agile tools, such as DevOps practices. management practices in search of greater efficiency and
This process should occur without taking into account effectiveness in their processes. Because of their con-
the agile framework adopted by the company, that is, with straints and planning, the management practices have
the Scrum Sprint Review meeting and KanBan delivery moved from a more predictive view, in which scope is
planning ceremony. Finally, the team must have the nec- fixed and time and cost are variable, to an agile one in
essary competencies to identify the improvement points of which time and cost are fixed and scope is variable and
the team at the end of the iteration for the next ones by continuously refined and discussed in the meetings.
seeking to make the team as self-organized as possible. Another change with an impact on organizations is
Here, this process is present in the sprint retrospective related to activity management and development cycle. In
meetings through the Kanban cadences of operation and traditional practices, the development phase has linear and
strategy reviews. sequential stages with an initial planning and detailed

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Fig. 6 Conceptual model of technical and interpersonal competencies in agile teams for managing activities in iteration

documentation of activities to be performed by a previ- SLR, articles were selected from the Web of Science and
ously allocated team. On the other hand, agile practices are Scopus databases and screened for removal of duplicates,
composed of continuous cycles, collaborative and self-or- resulting in a corpus of analysis of 126 articles. It was also
ganized teams, and incremental development. observed that the publication of articles dealing with
As agile practices have a self-organizing profile, the activity management and agile practices started in 2011
development team needs to present technical and inter- and continues to grow steadily.
personal competencies to carry out processes of assign- Based on the results obtained, it is proposed to perform
ment and execution and monitoring of activities in further studies on APM and activity management in an
shorter development cycles. In this context, there is a iteration focused on themes such as: (a) Competencies;
gap concerning studies of both technical and interper- (b) Tools; (c) Relation to the activity; and (d) Characteris-
sonal competencies in development teams under agile tics of the development team. Both technical and inter-
project management. Thus, issues related to technical personal competencies gain greater relevance in the field of
and interpersonal competencies as well as to the use of APM as the development team and its members become
tools are still little evidenced in scientific journals on the self-organized and responsible for the execution and
field of agile project management. In this sense, we monitoring of activities throughout the full cycle of itera-
aimed to identify how studies on agile project manage- tion. Therefore, it was possible to highlight that the
ment practices address the management of activities for development team should have such competencies to use
iteration. new tools during the iteration according to the existing
Through an SLR, we sought to understand the conver- complexity and criticality of each activity for completing
gence between the themes of agile project management it.
practices and activity management. SLR is a type of Finally, the development team must have engagement
research in which specific protocols are followed in attempt and ability to communicate effectively with all team’s
to give some logic to a large documental corpus. For this members to detect activity prioritization in a user story and

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to complete the iteration. It is expected that this study will Al-Baik, O., & Miller, J. (2015). The kanban approach, between
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Babenko, V., Lomovskykh, L., Oriekhova, A., Korchynska, L.,
Funding This study was supported in Brazil by CAPES—Coordi- Krutko, M., & Koniaieva, Y. (2019). Features of methods and
nation of Personnel Improvement for Higher Education: Code 001 models in risk management of IT projects. Periodicals of
and CNPQ—National Council for Scientific and Technological Engineering and Natural Sciences, 7(2), 629–636.
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publication. contemporary software development. Journal of Database
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work redesign. Journal of the Association for Information José Romualdo da Costa Filho is Master in
Systems, 17(4), 1. https://doi.org/10.17705/1jais.00426. Project Management and Researcher in Informa-
Trkman, M., Mendling, J., & Krisper, M. (2016). Using business tion Technology. He is a systems architect in On
process models to better understand the dependencies among Premise and Cloud Computing environments,
user stories. Information and Software Technology, 71, 58–76. specializing in IoT solutions and automated cus-
https://doi.org/10.1016/j.infsof.2015.10.006. tomer service. He currently works as an IT Man-
Trkman, M., Mendling, J., Trkman, P., & Krisper, M. (2019). Impact ager with passage in large companies in the
of the conceptual model’s representation format on identifying aviation and customer service sector.
and understanding user stories. Information and Software
Technology, 116, 106169. https://doi.org/10.1016/j.infsof.2019.
08.001.
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and optimal selection of risk treatments for business processes
using a constraint programming approach. Information and
Software Technology, 55(11), 1948–1973. https://doi.org/10.
1016/j.infsof.2013.05.007. Renato Penha is Ph.D. in Business Administra-
Vlietland, J., Van Solingen, R., & Van Vliet, H. (2016). Aligning tion and Master in Project Management. Systems
codependent Scrum teams to enable fast business value delivery: Manager for companies in the Financial, Services
A governance framework and set of intervention actions. Journal and Customer Service segment. He currently leads
of Systems and Software, 113, 418–429. https://doi.org/10.1016/ Information Technology projects in On Premise
j.jss.2015.11.010. and Cloud Computing environments. Professor
Wohlrab, R., Pelliccione, P., Knauss, E., & Larsson, M. (2019). and scholar at the Stricto Sensu Professional
Boundary objects and their use in agile systems engineering. Postgraduate Program in Project Management at
Journal of Software: Evolution and Process, 31(5), 1–24. https:// UNINOVE. He is dedicated to agility studies and technical produc-
doi.org/10.1002/smr.2166. tions, such as patents and software.
Yilmaz, R. (2017). Exploring the role of e-learning readiness on
student satisfaction and motivation in flipped classroom. Com-
puters in Human Behavior, 70, 251–260. https://doi.org/10.1016/
j.chb.2016.12.085.
Yin, X., Huang, J., He, W., Guo, W., Yu, H., & Cui, L. (2021). Group
task allocation approach for heterogeneous software crowd- Luciano Ferreira da Silva is Post-Doctorate in
sourcing tasks. Peer-to-Peer Networking and Applications, Sustainability at PUC-Campinas, Doctorate in
14(3), 1736–1747. https://doi.org/10.1007/s12083-020-01000-6. Business Administration at Pontifical Catholic
Zaitsev, A., Gal, U., & Tan, B. (2020). Coordination artifacts in agile University, PUC-SP, Master in Business Admin-
software development. Information and Organization, 30(2), istration, Communication and Education at
1–23. https://doi.org/10.1016/j.infoandorg.2020.100288. Universidade São Marcos, Specialist in Organi-
Žužek, T., Kušar, J., Rihar, L., & Berlec, T. (2020). Agile-Concurrent zational Psychology, Specialist in Human
hybrid: A framework for concurrent product development using Resource Management and graduated in Business
Scrum. Concurrent Engineering, 28(4), 255–264. https://doi.org/ Administration. Professor and scholar at the Postgraduate Program in
10.1177/1063293X20958541. Project Management (PPGP) at Universidade Nove de Julho—
UNINOVE. He works with research about ‘‘Society 4.0 and the
Key Questions for Further Reflection Circular Economy’’ and ‘‘People Management and Project
Management’’.
1. How to adapt the competences to the complexity of the
activities?
2. How to build an environment beneficial to the development of Flavio Santino Bizarrias is professor and scholar
competencies suitable to the complexity and criticality of project at the Postgraduate Program in Project Manage-
activities? ment (PPGP) at Universidade Nove de Julho—
UNINOVE. He works as business consultant,
Publisher’s Note Springer Nature remains neutral with regard to applying scientific knowledge to the challenges of
jurisdictional claims in published maps and institutional affiliations. organizations. Post-doctorate in International
Marketing, Doctorate in Administration, and
Springer Nature or its licensor holds exclusive rights to this article Master degree in Administration. Research topics
under a publishing agreement with the author(s) or other rightsh- of interest: marketing and project management, consumer behavior,
older(s); author self-archiving of the accepted manuscript version of implicit (automatic) brand attitudes, crowding, and consumer identity.
this article is solely governed by the terms of such publishing Scientific Editor of the Journal of Management and Projects.
agreement and applicable law.

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