PM Method · HERMES

Run HERMES 2022 - clear phases, documented decisions, accepted results

WORKSPACE.PM maps HERMES 2022 to concrete tools: phases in the pipeline and Gantt, milestones as quality gates with checklist and sign-off, a dedicated deliverables register and roles by steering, management and execution level - in the same system your agile teams already use.

1
Initiation
Study · Execution order · Execution release
2
Concept
System concept · Solution architecture · Phase release
3
Implementation
System developed · Organisation implemented · Phase release
4
Deployment
System activated · Acceptance report · Closure phase release
5
Closure
Legacy system removed · Project closure
HERMES 2022 · five phases classic, three agile

HERMES project management methodology at a glance

HERMES is the project management method of the Swiss federal administration. The Swiss Confederation has developed it since 1975, it is freely available as an open standard and standardised as eCH-0054. The current edition HERMES 2022 has replaced HERMES 5.1 and is used by federal offices, cantons, municipalities and companies. The method divides a project into phases, ties every phase transition to a decision and measures progress by accepted results.

The phases of HERMES 2022: five in the classic approach, three in the agile one

  1. 1classic and agile

    Initiation

    Assess solution options in a study, choose the classic or agile approach on stated grounds, draw up the project management plan and the execution order. With the execution release the sponsor decides whether the project goes ahead.

  2. 2classic

    Concept

    Work out solution requirements, system concept, organisation concept and solution architecture, and run the procurement where needed. The phase release clears implementation.

  3. 3classic

    Implementation

    Develop or configure the system, implement the organisation and test. The phase release clears deployment.

  4. 4classic

    Deployment

    Activate system and organisation and accept the solution. The closure phase release starts the end of the project.

  5. 5agile

    Execution

    Replaces Concept, Implementation and Deployment in the agile approach: the solution is built in releases, with a release approval after each release if the organisation requires it.

  6. 6classic and agile

    Closure

    Organise the handover from the project to the operating organisation, remove the legacy system and end the project with the project closure decision.

The five standard scenarios

A scenario defines which modules a project needs between Initiation and Closure. Project steering and project management are part of every scenario.

Service/product development
Organisation, Product, Deployment organisation
Service/product adaptation
Procurement, Organisation, Product, Deployment organisation
IT development
Organisation, IT system, Tests, Deployment organisation, IT migration, IT operation, ISDP
IT adaptation
Procurement, Organisation, IT system, Tests, Deployment organisation, IT migration, IT operation, ISDP
Organisational adjustment
Organisation, Deployment organisation

The twelve standard modules: Project steering, Project management, Project foundations, Procurement, Organisation, Product, IT system, Tests, Deployment organisation, IT migration, IT operation and ISDP (information security and data protection).

HERMES roles by hierarchy level

HERMES 2022 describes 16 roles. Sponsor, project manager and user representative must always be filled.

Steering
  • Project sponsor
  • Project committee
  • Quality and risk manager
Management
  • Project manager
  • Sub-project manager
  • Project support
  • Technical committee
Execution
  • User representative
  • Operations manager
  • Business analyst
  • Developer
  • Development team
  • ISDP manager
  • IT architect
  • Tester
  • Test manager
Mandatory role

Where HERMES sits on the spectrum

And which methods are its neighbours

AgileHybridClassic

HERMES: phase-oriented, decision-driven

HERMES sits on the structured side of the spectrum - fixed phases, defined decision points, documented results. In WORKSPACE.PM that stays open to hybrid work: through the container concept each sub-project can run its own way of working while the overall project keeps its phase and decision structure.

Well structured, poorly supported

Where HERMES projects tend to struggle in practice

Phases in your head, not in the tool

Your team plans in Initiation, Concept, Implementation, Deployment and Closure - but the tool only knows flat task lists. So the structure gets maintained on the side in Office files.

Decision points by email

Who released the phase transition, when, and on what basis? The answer sits in inboxes instead of in the project.

Results scattered

HERMES is result-oriented - yet deliverables, concepts and reports live on shared drives with no link to the phase plan.

Roles without rights

Sponsor, project manager, user representative: clearly named, but in the tool everyone has all or nothing. Accountability cannot be mapped that way.

The HERMES structure - and its tooling in WORKSPACE.PM

Six core elements of HERMES 2022, each with the feature that carries it. In your own terms, with nothing lost in translation.

1

Scenarios

A scenario defines which modules a project needs to build the solution. HERMES 2022 offers five standard scenarios, from IT development to organisational adjustment.

Scenarios as reusable building blocks

Save your scenario once as a building block, with phases, modules and quality gates including their criteria, and insert it into new projects with one click. Per container, 13 features - from quality gate to costs to documentation - can be switched on individually. That gives every scenario exactly the cut it needs, without ballast.

Functions per container
Quality gate
Costs
Risks & opportunities
Documentation
13 functions freely switchable
2

Phase model

HERMES 2022 has six phases: classic projects run through Initiation, Concept, Implementation, Deployment and Closure, agile projects through Initiation, Execution and Closure.

Phases in the project pipeline and Gantt

The project pipeline represents the phase sequence; in the Gantt the phases appear as bars on a day-to-quarter timescale. Phase progress can be derived from the child containers - one of seven progress methods. In the agile Execution phase the team works with a board and sprints.

Phase · Concept
Requirements80 %
Solution concept20 %
Phase progress50 %
derived from sub-containers
3

Milestones and decisions

Every phase starts and ends with a milestone. According to the reference manual, milestones are quality gates at which results and the way forward are decided.

Quality gates with checklist, sign-off and fixed date

Every milestone, from the execution release to the closure phase release, becomes a quality gate. The items of your checklist become criteria that named approvers vote on - as a person or a group, with PMO approval. The decision is taken separately and with a complete history. In the Gantt the decision sits as a milestone with a fixed date.

Decision · Phase release
Results complete2 / 2
System concept
Solution architecture
releasedFixed date · 30 Sep
4

Modules and tasks

Modules bundle related tasks and results. HERMES 2022 has twelve standard modules, from project steering via IT system to ISDP.

Work packages with effort and board link

Structure modules and work packages in the work-breakdown plan with their own WBS numbering; per work package you plan people and effort. Tasks attached to a container appear automatically on the project board - as epic, story, task or bug.

Module · IT system
Build interfacesM. Weber · 12 pd
System testT. Meier · 8 pd
Tasks appear on the board automatically
5

Results

HERMES is result-oriented: it is not the activity that counts, but the accepted result, the deliverable.

Deliverables register and documents from live data

A dedicated register tracks every deliverable with owner, due date, progress and status. Status reports pass through three stages - draft, submitted, approved. From your own templates, documents such as the execution order or the final project evaluation are generated directly from live project data.

D-04 · Operations manualin progress
Owner · Due · Progress
Final project evaluation.docx from live data
6

Roles and responsibilities

HERMES assigns every role to a hierarchy level: steering, management or execution. Sponsor, project manager and user representative must always be filled.

Project roles, four permission levels and responsibility markers

Create project roles with the HERMES names, separate from the global system role; the role matrix governs access in four levels from view to administration. The responsibility matrix assigns each work package its accountable people with the markers A, E, I, K, M and P - internal and external alike.

Responsibility per work package
Work package · Test concept
Project managerA
Test leadE
ClientI
A · E · I · K · M · P

Tailoring: classic steering, agile execution

HERMES 2022 separates project management from development management and requires the method to be adapted to the undertaking. That is exactly what container building blocks do: the overall project keeps phases, quality gates and reporting, while the Execution phase works with a board and sprints and release approvals run as gates of their own. For sizing, create one building block per project size. One structure, two ways of working, one reporting line.

HERMES project management: frequently asked questions

About the method itself - and the tools that carry it day to day

HERMES is the project management method of the Swiss federal administration and applies to projects of any kind, from IT undertakings to organisational changes. It is published by the Federal Chancellery, freely available as an open standard and standardised as eCH-0054. The current edition is HERMES 2022. Besides the federal administration, cantons, municipalities and companies use the method.

Related capabilities in WORKSPACE.PM:

HERMES makes projects comparable and traceable: a common language for everyone involved, clearly assigned roles, documented decisions at fixed points and progress measured by accepted results rather than completed activities. Scenarios, sizing and tailoring adapt the method to the type and size of the undertaking.

Related capabilities in WORKSPACE.PM:

HERMES 2022 has six phases. Every project starts with Initiation and ends with Closure. In between, the classic approach uses Concept, Implementation and Deployment, the agile approach the Execution phase. A classic project therefore runs through five phases, an agile one through three. Every phase starts and ends with a milestone and a decision.

Related capabilities in WORKSPACE.PM:

HERMES 2022 describes 16 roles on three hierarchy levels. Steering: project sponsor, project committee, quality and risk manager. Management: project manager, sub-project manager, project support, technical committee. Execution: user representative, operations manager, business analyst, developer, development team, ISDP manager, IT architect, tester, test manager. Sponsor, project manager and user representative must always be filled. In WORKSPACE.PM you create these roles as project roles with their own permissions.

Related capabilities in WORKSPACE.PM:

HERMES 2022 offers five standard scenarios: service/product development, service/product adaptation, IT development, IT adaptation and organisational adjustment. They are built from twelve standard modules, from project steering and project management via procurement, IT system and tests to ISDP. In WORKSPACE.PM you save each scenario as a building block and insert it into new projects.

Related capabilities in WORKSPACE.PM:

HERMES 2022 has replaced HERMES 5.1. New are the separate Closure phase and the agile Execution phase, which can be chosen for four of the five scenarios. Eight standard scenarios became five, and the user representative replaces the specialist as a mandatory role. Sizing was added to adapt scenarios to the size of the project.

Related capabilities in WORKSPACE.PM:

The project manager plans and steers the project within the execution order, leads the team, reports regularly to the sponsor and prepares the decisions at the milestones. In WORKSPACE.PM they are supported by status reports with approval stages, quality gates for the decision points and the responsibility matrix per work package.

Yes - WORKSPACE.PM maps HERMES 2022 to concrete tools: the phases via project pipeline and Gantt, the milestones via quality gates with checklist and sign-off, result-orientation via a dedicated deliverables register, and roles via project roles, role matrix and responsibility markers. Scenarios are saved as building blocks. Your processes carry the method - the system provides the structure.

The project pipeline defines the phase sequence: classic Initiation, Concept, Implementation, Deployment and Closure, agile Initiation, Execution and Closure. In the Gantt the phases appear as bars on a day-to-quarter timescale with dependencies. Recurring phase structures are saved as a building block and inserted into new projects, and status changes on phases can be automated with workflows.

Every HERMES milestone, from the execution release via phase and release approvals to project closure, is run as a quality gate. The items of your checklist become criteria that named approvers vote on - as a person or a group, with PMO approval. That way you also work through additional checkpoints at every milestone, such as the digital sovereignty checks required by directive W012 of the Swiss federal administration. The final release is taken separately with a complete history, and in the Gantt the decision sits as a milestone with a fixed date.

In HERMES, tailoring means adapting results, tasks, modules and roles to the undertaking. In WORKSPACE.PM you switch on 13 features per container individually and save the finished structure as a building block, including quality gate criteria, risks and cards. For sizing, create one building block per project size, for example for small and large IT adaptations; the project manager picks the right one during Initiation.

Related capabilities in WORKSPACE.PM:

Every deliverable sits in the register with owner, due date, progress and status. Status reports pass through draft, submitted and approved; documents such as the execution order or the final project evaluation are generated from your own templates directly from live project data, and result documentation is attached to the relevant work package in the wiki.

Related capabilities in WORKSPACE.PM:

Create project roles such as sponsor, project manager or user representative with their HERMES names; they are separate from the global system role, and the role matrix governs access in four levels from view to administration. The responsibility matrix assigns each work package its accountable people with the markers A, E, I, K, M and P, and the project roster includes internal and external members alike. The stakeholder register keeps track of environment and communication.

Related capabilities in WORKSPACE.PM:

The container status report bundles overall status, schedule, cost, performance and decision needs into a traffic light; earned value captures planned, earned and actual value. Portfolio reporting rolls the reports of all HERMES projects into one consistent overview - ideal for public administration and enterprises.

Related methods

When your organisation runs several standards

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