learn-tech-project-pmo-with-phoebe / Session 3 of 6
Learn Tech Project PMO with Phoebe · Session 3 of 6

Dependencies & hard gates: sequence the build so it cannot detonate

Session 2 gave you ten milestones. But milestones do not run in a tidy line - some block others, and one blocks almost everything. This session sequences them: the four dependency types, how to spot a true hard gate, and how to trace the critical path so you know what sets the minimum duration and what can run in parallel. You leave with Northwind's dependency graph and hard-gate list.

🟠 Advanced Data & tech leads, PMOs Builds on Session 2 45 min
0-3 · Welcome 3-18 · Concepts 18-40 · Apply-along 40-45 · Q&A
Part 0

Milestones do not run in a line

The milestone map reads left to right, which makes it look like a queue. It is not. M4 cannot start until M3 finishes; nothing technical can be committed until the hires land; you cannot ingest into infrastructure that does not exist yet. Some of these links are physics (you genuinely cannot do B before A) and some are preference (you would rather do B after A). Confusing the two is how teams "parallelise it later" straight into a stall. This session sorts the links, finds the ones that are truly non-negotiable, and traces the longest chain so you know the real minimum duration. You walk out with Northwind's dependency graph and its hard-gate list - Session 4's risk input.

Live - presented in session Self-study - read after class ★ Apply-along on Northwind The case: Northwind, retail data platform
★ What you walk out with today Northwind's dependency graph: milestones linked as finish-to-start pairs, three hard gates marked (hiring, governance sign-off, infra landing zone), and the critical path traced so you can see the minimum duration and which tracks run in parallel. Delays on that path are Session 4's biggest risks.
Part 1 · the four links

Dependency types: hard vs soft 5 min live

A dependency is a link that says "the timing of B depends on A". There are two things to name about every link: its type (which end connects to which) and its nature (mandatory/hard, or discretionary/soft). Finish-to-start is by far the most common - B starts when A finishes - but start-to-start and finish-to-finish appear on any real plan. Get the type wrong and your schedule lies; get the nature wrong and you either over-constrain or over-promise.

Finish-to-start (FS) A B B starts when A finishes - the default link Start-to-start (SS) A B B can start once A starts - they run together Finish-to-finish (FF) A B B cannot finish until A finishes Nature: hard vs soft HARD (mandatory) SOFT (preferred) Name both for every link: the type (which ends connect) and the nature (physics, or just preference).
🔍 Click to zoom - the four dependency types and the hard/soft distinction
LiveThe four types, plainly3 min
  • Finish-to-start (FS) - B starts only after A finishes. The default and most common: M4 governed DW build starts after M3 legacy migration finishes.
  • Start-to-start (SS) - B can start once A has started. Governance definition and infra setup can begin together once the project kicks off; neither waits for the other to finish.
  • Finish-to-finish (FF) - B cannot finish until A finishes. Data-quality certification cannot complete until reconciliation completes.
  • Mandatory vs discretionary - a hard (mandatory) dependency is physics: you genuinely cannot ingest before the landing zone exists. A soft (discretionary) dependency is preference: you would rather profile all sources before designing, but you could overlap if pushed.
Why the nature matters more than the type You can compress a soft dependency by overlapping the work; you cannot compress a hard one without breaking the project. When a plan is late, the first question is "which of these links are actually mandatory?" - because those are the only ones you are not allowed to negotiate away.
Self-studyLead & lag2 min read

Real dependencies are rarely instantaneous. Lead and lag fine-tune the timing on top of the type.

  • Lag - a forced wait after A before B can proceed. A finish-to-start with 2-day lag: reconciliation finishes, then a 2-day sign-off window before certification starts.
  • Lead - a permitted head start, letting B begin before A fully finishes. UAT prep can start a few days before migration completes (a negative lag).
  • Where it bites: lag hides slack that looks like progress, and lead is where "we overlapped to save time" quietly turns a soft dependency into a risk.
Part 2 · the non-negotiables

The hard gates 5 min live

A hard gate is a dependency so mandatory that everything downstream is blocked until it clears - no overlap, no "we'll catch up later". Northwind has three, and they are the spine of the whole plan. Hiring gates every technical milestone. Governance sign-off gates the architecture. The infra landing zone gates any ingestion. Miss one and you are not slow, you are stalled.

M2.1 · Hiring Data Arch + DE Lead ⛔ GATE Every technical milestone M2 - M6, none committed before Governance classification, PII, tiers ⛔ GATE M2 · architecture finalised only after sign-off Infra landing zone VPC, IAM, security ⛔ GATE Any ingestion (M1) no data before the zone exists The gate test A link is a HARD gate if: 1 · downstream cannot even start until it clears 2 · no overlap buys you time 3 · skipping it forces a rebuild, not a patch If all three: it is a gate, not a preference.
🔍 Click to zoom - Northwind's three hard gates and the test that identifies them
LiveRecognising a true hard gate3 min

Not every "important" dependency is a gate. A gate passes three tests at once: downstream cannot start until it clears, no amount of overlap buys time, and skipping it forces a rebuild rather than a patch. Northwind's three:

  • Hiring gates all technical milestones (M2-M6). No committed technical milestone until the Data Architect and Data Engineering Lead are onboarded. This is the hard dependency named in the charter, now sequenced.
  • Governance sign-off gates the M2 architecture. Classification, PII tagging, retention, and access tiers must be signed off before the warehouse design is finalised - or the tiers become a late re-architecture.
  • Infra landing zone gates any ingestion. The VPC, IAM, secrets, and security baseline must exist before a single byte lands, or you are ingesting into an unhardened environment.
Real world

The tell of a real gate is that people keep proposing to "start anyway and backfill". On Northwind, someone will suggest ingesting into a half-built landing zone to "save two weeks". That is the moment the gate earns its name: the two weeks saved become two months of re-permissioning and a security review. A gate you can talk your way past was never a gate.

Self-studyThe "we'll parallelise it later" trap2 min read

The most expensive schedule mistake is treating a hard dependency as soft to hit a date. It always looks like progress at first - two workstreams running at once - and the cost lands weeks later when the downstream work has to be redone on the correct foundation.

  • The pattern: "We can't wait for governance, let's design the warehouse now and add the tiers after." Then PII surfaces in a "public" schema and the design is re-poured.
  • Why it fools people: the parallel start shows visible motion, and the rework cost is deferred past the next status meeting.
  • The discipline: before overlapping any link, prove it is soft. If skipping the predecessor would force a rebuild, it is hard - and you wait.
Part 3 · what sets the clock

Critical path & parallel tracks 5 min live

The critical path is the longest chain of dependent milestones - and its length is the minimum time the whole project can take, no matter how many people you add elsewhere. Everything not on it has slack (float): time it can slip without moving the end date. That slack is where parallel tracks live. On Northwind, the hiring, governance, and infra tracks run in parallel early precisely because they have to converge before the critical chain can proceed.

CRITICAL PATH M1 load M3 migrate M4 DW M5 explore M6 prod longest chain = min duration PARALLEL TRACKS (have slack) Hiring track (M2.1) Governance track Infra track (M2) These run together early, then converge to unblock the chain A delay on the critical path moves the end date. A delay in slack does not - until the slack runs out.
🔍 Click to zoom - the critical chain in gold, parallel tracks converging into it
LiveFinding the critical path3 min

To find the critical path, list the chains of dependent milestones and pick the longest. On Northwind the chain M1 -> M3 -> M4 -> M5 -> M6 is the spine: raw load, then migration, then the governed DW, then exploration, then production. Each finish-to-start link is mandatory, so the chain's total length is the floor on the schedule.

  • The rule: the longest dependent chain sets the minimum duration. Adding people to a parallel track does not shorten it - only compressing the critical chain does.
  • Slack lives off the path: the hiring, governance, and infra tracks run in parallel early. They have float - but only until they must converge to unblock M2 and the chain.
  • Watch the convergence points: a parallel track with slack becomes critical the moment its slack runs out. The hiring track has the least room, because it gates everything technical.
Manage the path, not the plan You cannot protect every milestone equally. Put your best attention, your tightest reporting, and your escalation triggers on the critical path - that is where a one-week slip is a one-week slip to the whole project. Elsewhere, slack absorbs it.
Self-studyFloat, slack & fast-tracking2 min read

When the critical path is longer than the deadline allows, you have two compression moves - and both trade something.

  • Float (slack): the time a non-critical milestone can slip without moving the end date. Total float across a track tells you how much cover you have before it turns critical.
  • Fast-tracking: overlapping milestones that were planned in sequence (starting M5 exploration on the certified slice of M4 before all of M4 finishes). It buys time but adds risk, and it is only legal on soft links.
  • Crashing: adding resource to a critical milestone to shorten it. Costs money and has diminishing returns - nine engineers do not load an archive in a ninth of the time.
Apply-along 1 of 3

List Northwind's dependencies as FS pairs ★ 7 min · everyone writes

Take the M1-M6 map from Session 2. Write each dependency as a finish-to-start pair, "A -> B": M1 -> M3 (migrate after archive lands), M3 -> M4 (governed DW after migration), M4 -> M5 (explore on certified data), M5 -> M6 (production after exploration).

Add the gating links: infra landing zone -> M1, M2 infra -> M3, governance sign-off -> M2, M2.1 hires -> everything technical. Note which are FS and whether any are start-to-start (governance and infra can start together).

Tag each link's nature - hard or soft. Be honest: is M4 -> M5 fully hard, or could exploration start on a certified slice (a soft, fast-trackable link)?

Read a volunteer's pairs aloud - the room checks the arrows point the right way and no link is missing.

Real world

Writing dependencies as plain "A -> B" pairs is unglamorous and it is exactly what saves you. A director once cut a stalled data programme's recovery time in half simply by making the team write every link as a pair on one page - three "dependencies" everyone had assumed turned out to point the wrong way.

Apply-along 2 of 3

Mark the hard gates ★ 9 min · everyone marks

Run each link through the three-part gate test: downstream cannot start until it clears, no overlap buys time, skipping it forces a rebuild. Mark the ones that pass all three.

You should land on Northwind's three: hiring gates all technical milestones, governance sign-off gates the M2 architecture, infra landing zone gates any ingestion. Draw the gate symbol on each.

Write the governing sentence on the page, verbatim: "No committed tech milestone until hires land." This is the line you point at when someone proposes to start M3 before M2.1 clears.

Compare with a neighbor: did anyone mark a fourth "gate" that is really just a soft preference? Discuss why it fails the rebuild test.

Apply-along 3 of 3

Trace the critical path ★ 6 min · everyone traces

From your FS pairs, find the longest dependent chain end to end. On Northwind it is M1 -> M3 -> M4 -> M5 -> M6. Highlight it - this is the critical path and its length is your minimum duration.

Circle what runs in parallel: the hiring track, the governance track, and the infra track early on. Note that each has slack only until it must converge to unblock M2 and the chain.

Identify the track with the least slack - hiring - and write why: it gates every technical milestone, so its float is the thinnest on the whole plan.

Keep this artifact Your dependency graph - FS pairs, three marked hard gates, and the traced critical path - feeds Session 4 directly. Delays on the critical path are the biggest risks in the register, and the hard gates become the highest-severity dependency risks.
After the session

This week ◐ 30 min total

Check yourself

Three questions before you go 🎯 ◐ 90 seconds

1 · What is the difference between finish-to-start and start-to-start?

FS is the default: M4 starts after M3 finishes. SS lets work overlap: governance and infra can both start at kick-off without waiting for each other to finish. Type and nature (hard/soft) are separate questions.

2 · What makes a dependency a HARD gate rather than a preference?

All three tests at once. Northwind's gates - hiring, governance sign-off, infra landing zone - each pass all three. A "gate" you can talk your way past was never a gate.

3 · What does the critical path determine?

The longest dependent chain sets the floor on the schedule. Adding people to a parallel track will not shorten it; only compressing the critical chain does. Everything off the path has slack.

Source material

Frameworks covered & their origins

This course teaches the working 80% of each tool and cites the canon - full standards stay the deep end for anyone who wants them.

Critical Path Method (CPM)longest dependent chain sets minimum duration, parallel tracks & convergence - Part 3 + Apply-along 3
Dependency types (FS / SS / FF, mandatory vs discretionary)the four links and the hard/soft distinction - Part 1 + Apply-along 1
Stage-gate / hard gatesthe three-part gate test, hiring/governance/infra gates - Part 2 + Apply-along 2
RAID dependency register (RAID D)FS pairs feed the dependency log built alongside Session 4's risks
Float / slack & fast-tracking / crashingschedule compression trade-offs - self-study card, Part 3

Session 3 cheat sheet · pin this

Dependency typesFS (default): B after A finishes. SS: start together. FF: finish together. Name the type AND the nature.
Hard vs softHard = physics, cannot overlap. Soft = preference, can overlap. When late, ask which links are actually mandatory.
The three gatesHiring gates all tech (M2-M6). Governance sign-off gates M2 architecture. Infra landing zone gates any ingestion.
Gate testCannot start until it clears + no overlap buys time + skipping forces a rebuild. All three, or it is just a preference.
Critical pathLongest dependent chain = minimum duration. M1 -> M3 -> M4 -> M5 -> M6. Manage the path, not the whole plan.
Northwind so farCharter (S1), milestone map (S2), dependency graph + 3 hard gates + critical path built. Feeds Session 4's risk register.