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Culture Last. Predictability First.
How to be Successful with Agile at Scale
Derek Huether, Enterprise Agile Coach
LeadingAgile
What makes Agile great?
Simple by Design
4 Values
Individuals and interactions over processes and tools
Working software over comprehensive documentation
Customer collaboration over contract negotiation
Responding to change over following a plan
12 Principles
Satisfy the
Customer
Welcome
Change
Deliver
Frequently
Collaborate
Daily
Support & Trust
Motivated
Teams
Promote
Face-to-Face
Conversations
Deliver Working
Software
Promote
Sustainable
Pace
Promote
Technical
Excellence
Maximize
Through
Simplicity
Have
Self-Organized
Teams
Reflect & Adjust
Regularly
Courtesy of Jeff Patton
Increment
Iterate
Team
User Story
User Story
User Story
User Story
User Story
User Story
User Story
Clarity
(Scope)
Accountability
(Team)
Measureable Progress
(Deliverables & Metrics)
Database
Report
ScreenDeveloper
Business Rep
Analyst
Tester Facilitator
The downside of Agile is the
same thing that makes it great
How do we scale Agile?
Accountability
Different Teams for
Different Jobs
Team
Team
Team
Team
Portfolio Teams – These teams govern the
portfolio and make sure that work is moving
through the system.
Programs Teams – These teams define
requirements, set technical direction, and provide
context and coordination.
Product Teams – These teams integrate services
and write customer facing features. This is the
proto-typical Scrum team.
Services Teams – These teams support common
services across product lines. These teams
support the needs of the product teams.
Team
Team
Team
Team
Portfolio Teams – These teams
govern the portfolio and make
sure that work is moving
through the system.
Programs Teams – These teams define
requirements, set technical direction, and provide
context and coordination.
Product Teams – These teams integrate services
and write customer facing features. This is the
proto-typical Scrum team.
Services Teams – These teams support common
services across product lines. These teams
support the needs of the product teams.
Team
Team
Team
Team
Team Team
Team
Team
Team Team Team Team
Product &
Services
Teams
Program
Teams
Portfolio
Teams
Scrum
Kanban
Kanban
Accountability
Governance
Construction
Story
Done
Task
Done
Task In
Process
Task
Ready
Story
Backlog
COMPONENT
DELIVERY
SCRUM
Done
Develop
and Test
Ready To
Build
Detailed
Planning
Release
Targeting
Feasibility
Study
Market
Research
Story
Review
Story
Mapping
Feature
Breakdown
KANBAN
SOLUTION
DELIVERY
PORTFOLIO
Feature
Complete
Integration
Testing
Develop
and Test
KANBAN
Inception Elaboration Transition
New
Concept
• Idea list generation
from multiple data
feeds and sources
• Market Research
• Customer Research
• Field Feedback
• Business Case & ROI
• Competitive Analysis
• High Level Estimation
• Solution Cost
• High Level Architecture
• Risk Analysis
• Feasibility
• Detailed Architecture
• Feature Mapping
• Acceptance Criteria
• Estimation
• Backlog
• All features are done
• Regression tests are completed
• Release Criteria are met
• Forced Priority
• Certainty Curve
Done
Develop
and Test
Ready To
Build
Detailed
Planning
Release
Targeting
Feasibility
Study
Market
Research
New
Concept
Portfolio Team
GATE RESPONSIBLITY
Portfolio Level
• Feature List for
the Parent Epic
• Story Writing
• MMF
• Estimating
• High Level Design
• UX Mockups
• Estimate Sanity Check
• Spike Identification
• Review for Feasibility
• Review of Acceptance Criteria
• Story Spanning
• Story Tasking
• Feature Testing Non-Functional
• Validation of Automated Tests
• Detailed Design
• Code
• Unit Test
• Code Review
• Functional Test
• User Story
• Product Owner Acceptance
Feature
Complete
Integration
Testing
Develop
and Test
Story
Review
Story
Mapping
Feature
Breakdown
• All Stories are done
• Feature Level testing is completed
• Defect criteria are met
• Feature Check list from RDS template
• Performance and Sizing Complete
Product Owner Team
GATE RESPONSIBLITY
Engineering Team
GATE RESPONSIBLITY
Engineering Team
GATE RESPONSIBLITY
Product Owner Team
GATE RESPONSIBLITY
Program or Feature Level
Story
Done
Task
Done
Task In
Process
Task
Ready
Story
Backlog
• Story List for the
Parent Feature
• Approved task of 8
hours or less
• SCRUM team
completes the task
• Task is done and
communicated
in the standup
Documented
•The User Story
•Acceptance Criteria
•Conversations
•Level of Value
•Level of Effort
•Design Assumptions
•Design Documented (optional)
•UI Documented (optional)
Coded
•Checked Into integrated build
•Simple Design
•Documented with Comments
•Automated Tests for New Features
Tested
•Testing is complete
•Defect Criteria Met
•Automated Testing Passed
Approved
•Feature Complete (Scrum Master)
•Test Complete (QA Lead)
•Accepted (Product Owner)
Project or Component Level
Why is it hard?
Its hard when…
We show what it looks like
But Not
How organizations will get there safely
Safety
• Successfully do your job
• Feed your family / Kids in college
• Viable over time
Executive
Management
Performer
• Supported by management
• Show how meeting commitments is possible
• Demonstrate success
• Must be clarity of roles
• Success needs to be measurable
• Organizational influence is maintained
• Operational model needs to align with strategy
• The plan needs to be credible
• Progress needs to be demonstrated
Safety is different depending on perspective
Transform the Organization
Understand Business Drivers
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
•Predictability
•Economics
•Early ROI
Define the Organizational Structure
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
• Built around teams
• Product focused
• Service oriented
Change Management
& Communication
Define the Multi-level Governance
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
• Portfolio
• Program
• Project
Define Metrics to Measure Success
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
• Return on Investment
• Throughput/Cost of Delay
• Capitalization
Form Appropriate Teams
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
• Independent
• Small
• Entrepreneurial
Teach Process & Technical Practices
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
• Product definition
• Project management
• Technical and delivery
Introduce Change Incrementally
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide
Culture
• Trust
• Accountability
• Adaptability
Measure Improvement
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
• Capability focused
• Objectively assessed
• Focus on sustainability
Target Process Improvement
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
• Training
• Workshops
• Mentoring
Measure Process Improvement
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
• Demonstrable progress
• Outcomes focused
• Map to business drivers
Manage Change Effort
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
•Quick wins
•Identify champions
•Centers of excellence
Tie Back To Business Drivers
Change Management
& Communication
Structure
GovernanceMetrics
Assessment
Targeted
Coaching
Measure
Improvement
Form Teams
Teach
Practices
Guide Culture
•Predictability
•Quality
•Early ROI
Sustainable Transformation
Top town Intent
Bottom Up Implementation
Team
Team
Team
Team
Team Team
Team
Team
Team Team Team Team
Product &
Services
Teams
Program
Teams
Portfolio
Teams
Scrum
Kanban
Kanban
Agile Pilot
Cultural Change is Last
Cultural
Beliefs
Processes,
Practices, Policies
Organizational
Structure
Change Takes Time
Questions?
Email: derek@leadingagile.com
Twitter: @derekhuether or @leadingagile
LinkedIn: /derekhuether or /company/leadingagile
Phone: (703) 483-9055

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How to be successful with Agile at Scale. 2013 PM Symposium

  • 1. Culture Last. Predictability First. How to be Successful with Agile at Scale Derek Huether, Enterprise Agile Coach LeadingAgile
  • 4. 4 Values Individuals and interactions over processes and tools Working software over comprehensive documentation Customer collaboration over contract negotiation Responding to change over following a plan
  • 5. 12 Principles Satisfy the Customer Welcome Change Deliver Frequently Collaborate Daily Support & Trust Motivated Teams Promote Face-to-Face Conversations Deliver Working Software Promote Sustainable Pace Promote Technical Excellence Maximize Through Simplicity Have Self-Organized Teams Reflect & Adjust Regularly
  • 6. Courtesy of Jeff Patton Increment Iterate
  • 7. Team User Story User Story User Story User Story User Story User Story User Story Clarity (Scope) Accountability (Team) Measureable Progress (Deliverables & Metrics) Database Report ScreenDeveloper Business Rep Analyst Tester Facilitator
  • 8. The downside of Agile is the same thing that makes it great
  • 9. How do we scale Agile?
  • 11. Team Team Team Team Portfolio Teams – These teams govern the portfolio and make sure that work is moving through the system. Programs Teams – These teams define requirements, set technical direction, and provide context and coordination. Product Teams – These teams integrate services and write customer facing features. This is the proto-typical Scrum team. Services Teams – These teams support common services across product lines. These teams support the needs of the product teams.
  • 12. Team Team Team Team Portfolio Teams – These teams govern the portfolio and make sure that work is moving through the system. Programs Teams – These teams define requirements, set technical direction, and provide context and coordination. Product Teams – These teams integrate services and write customer facing features. This is the proto-typical Scrum team. Services Teams – These teams support common services across product lines. These teams support the needs of the product teams.
  • 13. Team Team Team Team Team Team Team Team Team Team Team Team Product & Services Teams Program Teams Portfolio Teams Scrum Kanban Kanban
  • 15. Construction Story Done Task Done Task In Process Task Ready Story Backlog COMPONENT DELIVERY SCRUM Done Develop and Test Ready To Build Detailed Planning Release Targeting Feasibility Study Market Research Story Review Story Mapping Feature Breakdown KANBAN SOLUTION DELIVERY PORTFOLIO Feature Complete Integration Testing Develop and Test KANBAN Inception Elaboration Transition New Concept
  • 16. • Idea list generation from multiple data feeds and sources • Market Research • Customer Research • Field Feedback • Business Case & ROI • Competitive Analysis • High Level Estimation • Solution Cost • High Level Architecture • Risk Analysis • Feasibility • Detailed Architecture • Feature Mapping • Acceptance Criteria • Estimation • Backlog • All features are done • Regression tests are completed • Release Criteria are met • Forced Priority • Certainty Curve Done Develop and Test Ready To Build Detailed Planning Release Targeting Feasibility Study Market Research New Concept Portfolio Team GATE RESPONSIBLITY Portfolio Level
  • 17. • Feature List for the Parent Epic • Story Writing • MMF • Estimating • High Level Design • UX Mockups • Estimate Sanity Check • Spike Identification • Review for Feasibility • Review of Acceptance Criteria • Story Spanning • Story Tasking • Feature Testing Non-Functional • Validation of Automated Tests • Detailed Design • Code • Unit Test • Code Review • Functional Test • User Story • Product Owner Acceptance Feature Complete Integration Testing Develop and Test Story Review Story Mapping Feature Breakdown • All Stories are done • Feature Level testing is completed • Defect criteria are met • Feature Check list from RDS template • Performance and Sizing Complete Product Owner Team GATE RESPONSIBLITY Engineering Team GATE RESPONSIBLITY Engineering Team GATE RESPONSIBLITY Product Owner Team GATE RESPONSIBLITY Program or Feature Level
  • 18. Story Done Task Done Task In Process Task Ready Story Backlog • Story List for the Parent Feature • Approved task of 8 hours or less • SCRUM team completes the task • Task is done and communicated in the standup Documented •The User Story •Acceptance Criteria •Conversations •Level of Value •Level of Effort •Design Assumptions •Design Documented (optional) •UI Documented (optional) Coded •Checked Into integrated build •Simple Design •Documented with Comments •Automated Tests for New Features Tested •Testing is complete •Defect Criteria Met •Automated Testing Passed Approved •Feature Complete (Scrum Master) •Test Complete (QA Lead) •Accepted (Product Owner) Project or Component Level
  • 19. Why is it hard?
  • 20. Its hard when… We show what it looks like But Not How organizations will get there safely
  • 21. Safety • Successfully do your job • Feed your family / Kids in college • Viable over time
  • 22. Executive Management Performer • Supported by management • Show how meeting commitments is possible • Demonstrate success • Must be clarity of roles • Success needs to be measurable • Organizational influence is maintained • Operational model needs to align with strategy • The plan needs to be credible • Progress needs to be demonstrated Safety is different depending on perspective
  • 24. Understand Business Drivers Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture •Predictability •Economics •Early ROI
  • 25. Define the Organizational Structure Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture • Built around teams • Product focused • Service oriented Change Management & Communication
  • 26. Define the Multi-level Governance Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture • Portfolio • Program • Project
  • 27. Define Metrics to Measure Success Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture • Return on Investment • Throughput/Cost of Delay • Capitalization
  • 28. Form Appropriate Teams Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture • Independent • Small • Entrepreneurial
  • 29. Teach Process & Technical Practices Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture • Product definition • Project management • Technical and delivery
  • 30. Introduce Change Incrementally Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture • Trust • Accountability • Adaptability
  • 31. Measure Improvement Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture • Capability focused • Objectively assessed • Focus on sustainability
  • 32. Target Process Improvement Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture • Training • Workshops • Mentoring
  • 33. Measure Process Improvement Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture • Demonstrable progress • Outcomes focused • Map to business drivers
  • 34. Manage Change Effort Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture •Quick wins •Identify champions •Centers of excellence
  • 35. Tie Back To Business Drivers Change Management & Communication Structure GovernanceMetrics Assessment Targeted Coaching Measure Improvement Form Teams Teach Practices Guide Culture •Predictability •Quality •Early ROI
  • 36. Sustainable Transformation Top town Intent Bottom Up Implementation
  • 37. Team Team Team Team Team Team Team Team Team Team Team Team Product & Services Teams Program Teams Portfolio Teams Scrum Kanban Kanban Agile Pilot
  • 38. Cultural Change is Last Cultural Beliefs Processes, Practices, Policies Organizational Structure
  • 40. Questions? Email: derek@leadingagile.com Twitter: @derekhuether or @leadingagile LinkedIn: /derekhuether or /company/leadingagile Phone: (703) 483-9055

Editor's Notes

  1. 11. We start with high level requirements that become more detailed as we learn more about the product we are building.  We start with high level architectural representations that emerge toward detailed design as we actually begin developing the working product.  You might think of this as rolling wave planning or progressive elaboration.  The idea is that we plan based on what we know, and plan more as we learn more.  
  2. Culture emerges from an organizational structure that makes Agile possible. Effective process, practices, and enable these teams to deliver working tested code – and complex projects to plan and deliver predictably. And management “the messy middle” that is supporting and enabling the agile competencies and outcomes.