Project Management

Waterfall Methodology

A linear project approach where phases proceed sequentially—requirements, design, build, test, deliver. Waterfall works well for fixed-scope projects with clear requirements.

Definition

Waterfall is a linear, sequential project methodology where work progresses through defined phases—typically requirements, design, implementation, testing, and delivery—with each phase completing before the next begins. Unlike agile's iterative approach, waterfall assumes you can define requirements upfront and execute in a predetermined sequence. It's called "waterfall" because progress flows downward through phases like a waterfall, with limited ability to go back once you've "fallen" to the next phase. Waterfall works well in specific contexts. When requirements are clear and stable, when the client needs a fixed deliverable with predictable scope, when regulatory or compliance processes require documentation at each stage, or when the project has hard dependencies (you can't test until you've built), waterfall's structure provides clarity and predictability. Many traditional agency projects—website redesigns, branding projects, one-off campaigns—follow a waterfall-like structure even if not formally named. The typical waterfall phases include requirements gathering (discovery, specification), design (concepts, wireframes, designs), implementation (development, creation), testing (QA, review), and deployment (launch, delivery). Each phase has defined outputs and often requires client approval before proceeding. The project plan is established early and followed; change is managed through formal change control rather than continuous adaptation. Waterfall's main limitation is inflexibility. If requirements change mid-project—and they often do—waterfall struggles. The sequential nature means you might not discover issues until late in the process. And the upfront commitment can feel heavy for clients who want to "see as we go." For these reasons, many agencies use hybrid approaches—waterfall-like phases with checkpoints, but with some flexibility for feedback and adjustment. Common mistakes include using waterfall when requirements are unclear (setting up for rework), not building in change management (treating the plan as immutable), and rigid phase gates that don't allow for learning (discovering problems late). The most successful agencies match methodology to project type—waterfall or waterfall-like for fixed-scope, well-defined work; agile or iterative approaches when flexibility and adaptation are needed.

Frequently Asked Questions

When should agencies use waterfall?

Waterfall works when requirements are clear and stable, when the project has a fixed deliverable with predictable scope, and when phases have clear dependencies. Traditional website builds, branding projects, and one-off campaigns often follow waterfall-like structures.

What is the main drawback of waterfall?

Waterfall assumes you can define everything upfront. When requirements change or you discover issues late, waterfall's sequential structure makes adaptation difficult. Change requires formal change control; discoveries late in the process are costly.

Can waterfall and agile be combined?

Yes. Many agencies use hybrid approaches—phases like waterfall (discovery, design, build) with iterative elements (sprints within build, client demos along the way). The key is matching the approach to project type and client needs.

Put These Concepts Into Practice

AgencyPro helps you implement these concepts with tools for project management, billing, client relationships, and more.