There is no best management model. There is the right one for each project.
Find out in 2 minutes whether your project calls for predictability, adaptation or a combination of both. Then use the 8 templates aligned with the method of the book Hibridismo, plus an AI supplement, to build the model with your team.
6 or 26 questionsinstant resultquick test, no sign-up
Sample result
A hybrid project by nature
Scope · adaptCosts · anticipate
1
Quick test
6 questions in 2 minutes, or the full diagnostic with 26. Instant result, with a link for your team. Start
2
Template kit
The 8 method templates, plus the AI supplement, as a PDF in your inbox. Get it
3
Talk to the author
Stuck choosing practices or implementing them? This is where I come in. Let’s talk
01Quick test
Does your project call for predictability or responsiveness?
Think of a concrete project, the one you are running now or the next one. The questions are based on the book’s Hybrid Model Customization Questionnaire: six for a first snapshot, or all 26 for the full diagnostic, with the 13 indices calculated instantly. And now you can see how projects similar to yours worked.
See where your project calls for structure and where it calls for flexibility.
For each question, choose from 1 to 6: the closer to 1, the more you recognize yourself in the description on the left; the closer to 6, in the one on the right. The result appears instantly, with a comparison with similar projects, and becomes a link you can share with your team. The quick test requires no sign-up; the full diagnostic only asks for your email to show the result.
1Scope2Schedule3Resources4Quality5Costs6Risks
Adapted from the book Hibridismo (Atlas/GEN, 2023, in Portuguese) and the diagnostic tool by Bianchi, Conforto and Amaral (2021, IJMPB), with the questions summarized. The full wording and the original scales are in the book. Comparison and points to watch: international benchmarks and data collected over more than a decade of research and consulting projects, always as aggregate figures.
Before you start
What type of project will you assess?
Not part of the score: it adjusts how the result is read, the AI prompt and which similar projects you are compared with.
What stage is the technology at?
For R&D and innovation, maturity changes the reading: research calls for adaptation in scope and risks; close to scale, quality and costs pull toward anticipation.
Before the 26 questions come 4 about the product: outsourcing, risk to people, priority and use of AI. Regulation and interdependence come from questions 17 and 4, only when the answer is at the extreme.
Before the model, the product
These questions do not change the test score. They show what the product limits.
1–2
5–6
Tip: use keys 1 to 6
Project profile
anticipate · 0.1 to 0.4combine · 0.5 to 0.7adapt · 0.8 to 1.0
Linked to your answers. Each one says where it comes from: seen in diagnostics from consulting work, or a rule of the method from the book.
In the full diagnostic: what the product limits, a comparison of 12 questions with similar projects and up to 3 points to watch for your project. It takes 26 questions + 4 about the product, about 9 minutes; the result appears on screen after you enter your email.
A difference from similar projects is not a mistake; it is a question.Deciding whether it is a conscious choice or a risk is the conversation worth having, with a concrete case on the table.
The method of the book Hibridismo shifts the focus away from the “ready-made model” and onto the customization process. Each template feeds the next, and the same scale, from anticipation to adaptation, connects them all. The templates in this kit are aligned with the method, redesigned for day-to-day use.
Figure adapted from the method presented in Chapter 5 of the book (Conforto et al., 2023).
Get the full kit in your inbox
14-page PDF (923 KB): cover, how to use, scientific basis, the 8 templates and supplement C1, in A4 landscape (print on A3 to use with sticky notes). Each page indicates the reference chapter of the book and includes a tip for working with AI.
PHASE 1Organization diagnosisPractices in use, problems and expected results.
T1
Practice survey guide
Interviews to map the practices in use and the problems of the current model.
Interview people from different areas and teams. The diagnosis is only worthwhile if it sees the whole organization, not just the view of whoever runs the project.
PHASE 2Morphological practice matrixThe organization’s menu of practices.
T3
Practice Matrix Input Canvas
Each practice as action + technique + tool, positioned on the scale.
The company matrix should be built by a specialist. It defines which practices are valid in your organization and prevents each project from reinventing the method.
Hybrid management is behavior, not paperwork. Use the T8 indicators and the T2 targets to decide whether the model stays, changes or goes back to the diagnosis (T5) whenever the context changes: team, client, technology or regulation. C1 records, practice by practice, what AI does and who validates.
A4 landscape format; print on A3 to use with sticky notesUse it with the book: each page indicates the reference chapterFree reader support material
03Work with AI
Ready-made prompts for each phase, in your AI assistant.
Copy, paste into ChatGPT, Claude or your company’s Copilot, and add what the team filled in on the template. AI organizes, proposes and questions; the team is still the one who decides. In the templates, each page carries the corresponding “With AI” tip.
T1Phase 1Diagnosis
Group the problems from the interviews
You are an expert in hybrid project management models. Below are interview notes on practices in use and problems perceived in an organization. Group the problems into the five categories of the method (culture and leadership; processes and procedures; teamwork; knowledge and learning; communication), count the mentions per category, point out the 3 most critical problems and explain the criterion.
[paste the T1 notes here]
The output goes on page 2 of T1.
T2Phase 1Diagnosis
Turn problems into expected results
For each of the problems below, propose an expected result in the objective + value + deadline format, how to measure it and a suggested owner. Avoid generic phrases such as "faster decisions": be specific and measurable.
[paste the 3 critical problems from T1 here]
The output goes into T2.
T3Phase 2Matrix
Describe and position a practice
Describe the management practice below in the format action (what is done) + technique (how it is done) + tool (with what). Then suggest its position on a scale from 1 (anticipation, predictability, standardization) to 6 (adaptation, flexibility, responsiveness) and justify it in two sentences.
Practice: [describe how the team does it today]
The output goes into T3 and then into the company matrix (T4).
T6Phase 3Construction
Calculate the indices and read the profile
Below are answers from 1 to 6 to a 26-question questionnaire, grouped into 13 sub-dimensions. For each sub-dimension, add up the answers, divide by the maximum score (6 × number of questions) and round to one decimal place (0.75 becomes 0.8). Classify: 0.1 to 0.4 calls for anticipation; 0.5 to 0.7, combination; 0.8 to 1.0, adaptation. Then describe the project profile in plain language and point out where it contradicts itself.
[paste the T5 answers here, question by question]
Check the math on T6 and draw the radar.
T7Phase 3Construction
Practice options for a sub-dimension
In a project diagnosis, the sub-dimension "[name]" scored an index of [0.0 to 1.0] on the scale from 1 (anticipation) to 6 (adaptation). List 3 to 5 candidate practices in the action + technique + tool format, position each one on the scale, say in which context it works and what it requires from the team. Include at least one AI-supported option and say what it automates and what still depends on people.
Project context: [describe]
The team chooses on T7, with the company matrix (T4) alongside.
T8Phase 3Construction
Indicators for the chosen practices
For each practice below, suggest an indicator, the calculation formula, the measurement frequency, a target in the objective + value + deadline format and an owner. Also point out where AI can support the collection or analysis of the indicator and where human validation is needed.
[paste the T7 practices here]
The output goes into T8 and into supplement C1.
T5Phase 3Team
Compare the team’s answers
Below are the diagnostic results for the same project answered by several people on the team (each block has the person’s name and the indices by process or sub-dimension, from 0 to 1: 0.1 to 0.4 calls for anticipation; 0.5 to 0.7, combination; 0.8 to 1.0, adaptation). Build a table comparing the people, point out where there is consensus and where disagreement is greatest, raise hypotheses about the reason for each disagreement (role, area, experience) and propose 3 questions for the team to discuss before choosing the practices.
[paste the results here: one block per person, copied from each person’s screen or PDF]
Each person takes the diagnostic and sends the link or the PDF; disagreement is also diagnosis.
No sign-up: the prompts are plain text, use them in whichever assistant you likeDo not paste confidential data into public assistants; prefer your company’s ownSupplement C1 records where AI came in and who validates
04Consulting and advisory
The test shows the what. Building the model demands the how.
The book itself is direct: the organization’s practice matrix should be built by a specialist. These are the three points where most teams get stuck, and where I come in.
/ 01Building your company’s matrix
Which practices are valid in your organization, and where on the scale? Without this curation, every project reinvents the method and fads win.
/ 02Deciding when the diagnosis contradicts itself
Scope calls for flexibility, costs call for control, regulation calls for gates. The index guides; the decision requires context, culture and experience.
/ 03Implementing without bureaucracy
Hybrid management is behavior, not paperwork: indicators, rituals and a review of the model whenever the context changes.
Three ways in
01
Strategic conversation
A frank conversation about the management model of your project or portfolio. No commitment.
02
Instrumented diagnosis
The book’s method applied with your team: questionnaire, company practice matrix and reading of the diagnosis.
03
Ongoing counsel
From the designed model to implementation, with reviews whenever the context changes.
Edivandro Conforto, PhDCo-author of Hibridismo. PhD (USP), post-doctorate at MIT. More than two decades in strategy, transformation and agility.
05The book
Co-authorPortuguese
Hibridismo
A evolução dos modelos de gestão para agilidade nos negócios (The evolution of management models for business agility)
How to balance predictability and adaptability by choosing the right practices for each context: no dogma, with method. The book presents the principles of hybrid management, the four-phase method with the eight original templates, the 26 questions in full with their scales, the complete practice matrix and a real case, from diagnosis to final model, in an autonomous drone project. The kit is the instrument; the book is the method explained. Published in Portuguese.
AuthorsConforto, Bianchi, Reigado, Botelho and Amaral
The method grew out of a line of research started at EESC-USP and continued at MIT. These are the authors’ publications that support each part of the kit. Each template indicates the corresponding source in its footer.
CONFORTO, E. C.; BIANCHI, M. J.; REIGADO, C.; BOTELHO; AMARAL, D. C. Hibridismo: a evolução dos modelos de gestão para agilidade nos negócios. São Paulo: Atlas/GEN, 2023. amazon.com.br
BIANCHI, M. J.; CONFORTO, E. C.; AMARAL, D. C. Beyond the agile methods: a diagnostic tool to support the development of hybrid models. International Journal of Managing Projects in Business, v. 14, n. 5, p. 1219-1244, 2021. doi.org/10.1108/IJMPB-04-2020-0119
BIANCHI, M. J.; CONFORTO, E. C.; REBENTISCH, E.; AMARAL, D. C.; REZENDE, S. O.; DE PÁDUA, R. Recommendation of project management practices: a contribution to hybrid models. IEEE Transactions on Engineering Management, v. 69, n. 6, p. 3558-3571, 2022. doi.org/10.1109/TEM.2021.3101179
BIANCHI, M. J.; AMARAL, D. C. A method to create hybrid models using a morphological matrix. Journal of Modern Project Management, v. 9, n. 1, p. 49-63, 2021. journalmodernpm.com/article-view/?id=432
CONFORTO, E. C.; AMARAL, D. C.; SILVA, S. L.; DI FELIPPO, A.; KAMIKAWACHI, D. S. L. The agility construct on project management theory. International Journal of Project Management, v. 34, n. 4, p. 660-674, 2016. doi.org/10.1016/j.ijproman.2016.01.007
CONFORTO, E. C.; AMARAL, D. C. Agile project management and stage-gate model: a hybrid framework for technology-based companies. Journal of Engineering and Technology Management, v. 40, p. 1-14, 2016. doi.org/10.1016/j.jengtecman.2016.02.003
CONFORTO, E. C.; REBENTISCH, E.; AMARAL, D. C. Learning the art of business improvisation. MIT Sloan Management Review, v. 57, n. 3, 2016. sloanreview.mit.edu
CONFORTO, E. C.; REBENTISCH, E.; AMARAL, D. C. The building blocks of agility as a team's competence. Project Management Agility Global Survey, MIT CEPE, 2014.
CONFORTO, E. C.; AMARAL, D. C. Evaluating an agile method for planning and controlling innovative projects. Project Management Journal, v. 41, n. 2, p. 73-80, 2010. doi.org/10.1002/pmj.20089
BIANCHI, M. J. Recomendação de práticas de gestão de projetos baseadas em algoritmos e evidência científica: contribuições para proposição de modelos híbridos e tailoring. Doctoral thesis, EESC-USP, 2022. teses.usp.br/teses/disponiveis/18/18156/tde-31052022-135802/
BIANCHI, M. J. Ferramenta para configuração de modelos híbridos de gerenciamento de projetos. Master’s dissertation, EESC-USP, 2017.
EDER, S.; CONFORTO, E. C.; AMARAL, D. C.; SILVA, S. L. Diferenciando as abordagens tradicional e ágil de gerenciamento de projetos. Production, v. 25, n. 3, p. 482-497, 2014. doi.org/10.1590/0103-6513.097012
AMARAL, D. C.; CONFORTO, E. C.; BENASSI, J. L. G.; ARAUJO, C. Gerenciamento ágil de projetos: aplicação em produtos inovadores. São Paulo: Saraiva, 2011.
HIBRIDISMO KIT · QUICK TESTResult generated on · edivandro-conforto.com/en/ferramentas
EDIVANDRO CONFORTOExecutive Advisor · PhD
Next steps
Diagnosis with the team: answer as a group (the full online diagnostic has all 26 questions), record disagreements on sheet T5 and check the Summary Canvas (T6). The kit is free at edivandro-conforto.com/en/ferramentas.
Model and indicators: choose the practices line by line on the Customized Management Model (T7) and define how to measure on the Indicators Canvas (T8).
Want support? Send this result to contato@edivandro-conforto.com with a line about the context. I reply personally within two business days.
Test, template kit and consultingedivandro-conforto.com/en/ferramentas · contato@edivandro-conforto.com · linkedin.com/in/econforto
Result based on the Hybrid Model Customization Questionnaire (QCMH), Appendix D of the book Hibridismo: a evolução dos modelos de gestão para agilidade nos negócios — Conforto, Bianchi, Reigado, Botelho and Amaral. Atlas/GEN, 2023, and on the diagnostic tool by Bianchi, Conforto and Amaral (2021, IJMPB). Index = sum of answers ÷ maximum, to one decimal place: 0.1 to 0.4 anticipate, 0.5 to 0.7 combine, 0.8 to 1.0 adapt.
