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The Voyage Toward Agility: an Experience Report Dan LeFebvre Agile/Scrum Coach, CSP © DCL Agility, 2009 9/17/2009 1 Agile Bazaar
Dan LeFebvreFounder & Agile Coach,DCL Agility, LLC Certified ScrumMaster (CSM), Certified Scrum Practitioner (CSP) Extensive  experience in software product development as a developer, manager, director, and coach Last 6 years using agile practices Last 3 years implementing Scrum in a 700 person engineering organization as an Agile Coach Sites in MA, OR, TX, GA, IL Also in Canada – BC, Que Also in Belgium and Noida, India 9/17/2009 Agile Bazaar 2
Intent of this Session To take you through the journey of that 700 person engineering organization toward agility through Scrum.  9/17/2009 Agile Bazaar 3
Something is not right 9/17/2009 Agile Bazaar 4
9/17/2009 Agile Bazaar 5 The Situation
“Agile Lite” Goal 11-1 Iterative/incremental development Test Driven Development Emergent/Evolutionary Design Daily Standups Retrospectives 9/17/2009 Agile Bazaar 6 Phase gated governance model  ,[object Object]
Account for entire organizational effort,[object Object]
Results Delivered 7-5 Improved Quality More automated tests Feeling that “Agile in the culture” 9/17/2009 Agile Bazaar 8
First Waypoint:Entropy “Inevitable and steady deterioration of a system or society.” The American Heritage® Dictionary of the English Language, Fourth Edition 9/17/2009 Agile Bazaar 9
Next Release All part-time coaches back to their day jobs Committed to 3 suite-wide projects (each considered all or nothing) Results Projects fell behind 2 projects stopped doing retrospectives All UI-based automation broke Team morale suffered No or meaningless burnchartsso no transparency 9/17/2009 Agile Bazaar 10
The Agile Coach Observe and help teams that are struggling Teach agile to new employees Roll out agile to newly acquired companies Become the agile conscience ofthe organization 9/17/2009 Agile Bazaar 11
Results Teams got help New teams started getting results sooner Organization had a catalyst for change 9/17/2009 Agile Bazaar 12
Second Waypoint:Culture “The sum of attitudes, customs, and beliefs that distinguishes one group of people from another.” The American Heritage® New Dictionary of Cultural Literacy, Third Edition. 9/17/2009 Agile Bazaar 13
“Command and Control” Very hierarchical People treated as “resources” Management makes most decisions “Blame” is typical reaction Little management agile training 9/17/2009 Agile Bazaar 14
Organization Divided 9/17/2009 Agile Bazaar 15 ManagerCommunity Customer Community Developer Community
Collaboration Explained 90 people trained in collaboration skills by Jean Tabaka and Ronica Roth from Rally Organizing tools Facilitation techniques Lots of hands-on exercises 9/17/2009 Agile Bazaar 16
Agile Management Framework Scrum is a management framework Training focused on the managers and product managers Create true cross-functional teams Managers became ScrumMastersProduct Managers are now the Product Owners 9/17/2009 Agile Bazaar 17
Results Meetings ran better Better agendas and capturing of group learning Better retrospectives Better team collaboration Managers knew their jobs Much better transparency Single voice for the teams 9/17/2009 Agile Bazaar 18
Third Waypoint:Size “The physical dimensions, proportions, magnitude, or extent of an object.” The American Heritage® Dictionary of the English Language, Fourth Edition 9/17/2009 Agile Bazaar 19
Large Interdependent Suite 9/17/2009 Agile Bazaar 20
Parallel Project Organization Suite Management Team (SMT) Suite Integration Team (SIT) Suite Release Team (SRT) 9/17/2009 Agile Bazaar 21
How do they synchronize and review the suite? 9/17/2009 Agile Bazaar 22
Heartbeats 9/17/2009 Agile Bazaar 23 Team 3 heartbeat Team 2 heartbeat Team 1 heartbeat Suite heartbeat
Results Better communication between teams More suite-wide transparency More focused suite-wide decisions Better team collaboration 9/17/2009 Agile Bazaar 24
Fourth Waypoint:Impediments “Something that impedes; a hindrance or obstruction.” The American Heritage® Dictionary of the English Language, Fourth Edition “Anything that prevents a team member from performing work as efficiently as possible is an impediment.” ScrumAlliance.org 9/17/2009 Agile Bazaar 25
Suboptimization Each team is run fairly independently Each identify and resolve impediments 9/17/2009 Agile Bazaar 26
First Attempt – Etc. Senior Execs doing the work of prioritizing and resolving organizational impediments  Issues Execs had no time for this work Reluctant to assign people to impediment removal teams 9/17/2009 Agile Bazaar 27
Second Attempt – Scrum Implementation Team Small group of 8 people from across the organization  Issues Focused more on process definition instead of impediment removal Not all the skills represented Limited time to work on this, still had day jobs 9/17/2009 Agile Bazaar 28
Third Attempt – ScrumMaster Meeting Hold a regular meeting of ScrumMasters to identify, prioritize, and volunteer to resolve impediments This group got some traction Issues Many impediments around Product Ownership Also many architectural impediments 9/17/2009 Agile Bazaar 29
Final Attempt – Agile Leaders Meeting ScrumMasters, Product Owners, and Architects Facilitated by Agile Coach A brief coaching session on an agile Organizational Impediment Handling 9/17/2009 Agile Bazaar 30
Results Resolved over 50 impediments in 1 year Increased sense of ownership Better communication between teams Improved automation Increased productivity 9/17/2009 Agile Bazaar 31
Fifth Waypoint:Commitment “An agreement or promise to do something in the future.” Merriam-Webster's Dictionary of Law “The state of being bound emotionally or intellectually to a course of action.” The American Heritage® Dictionary of the English Language, Fourth Edition 9/17/2009 Agile Bazaar 32
Suite planning still phase-gated Need still exists to commit to an annual plan  Company expects large features to justify the 700 person engineering staff Outside engineering still driven by “waterfall” model Cannot or will not take advantage of iterative delivery 9/17/2009 Agile Bazaar 33
Created a Multi-tiered Content Strategy Commit at the high level Establish budgets at the mid-level Stay flexible at the details 9/17/2009 Agile Bazaar 34
Requirements hierarchy Initiatives – Broad areas of focus tied to corporate strategy Headlines – Major Feature Sets/Capabilities within an Initiative Shippable Units – The smallest feature that is worth shipping Stories – User stories as we all know and love 9/17/2009 Agile Bazaar 35
Planning Onion 9/17/2009 Agile Bazaar 36
Product Plan Portfolio Plan RC 1 RC 2 RC 3 RC 4 Rel 6.2    SU    SU    SU    SU    SU    SU    SU    SU    SU    SU    SU    SU Headline Headline    SU    SU    SU    SU Headline    SU Headline    SU    SU Headline Headline    SU Headline Headline Release Plan Rel 6.1.1 Sprint 1 Sprint 2 Sprint 3 Headline Headline Headline As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   As a User, I can jfh hf jahdsdf   Headline Rel 6.1.2 Headline Headline Headline Planning and Outputs SprintPlan Started Done Task Task Task Task Task Task 9/17/2009 37 Agile Bazaar
Results 9/17/2009 Agile Bazaar 38
Increased Automation 9/17/2009 Agile Bazaar 39
What happened to quality 9/17/2009 Agile Bazaar 40 OpenDefects Pre-Scrum Scrum
Where are they? Scrum is implemented throughout Mechanism for organizational impediments in place Transparency is improving Engineering practices are getting better Quality is improving Planning is becoming more flexible 9/17/2009 Agile Bazaar 41
Questions? Dan LeFebvre Scrum/Agile Coach DCL Agility, LLC Dan@DCLAgility.com http://www.DCLAgility.com 9/17/2009 Agile Bazaar 42

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The voyage toward agility

  • 1. The Voyage Toward Agility: an Experience Report Dan LeFebvre Agile/Scrum Coach, CSP © DCL Agility, 2009 9/17/2009 1 Agile Bazaar
  • 2. Dan LeFebvreFounder & Agile Coach,DCL Agility, LLC Certified ScrumMaster (CSM), Certified Scrum Practitioner (CSP) Extensive experience in software product development as a developer, manager, director, and coach Last 6 years using agile practices Last 3 years implementing Scrum in a 700 person engineering organization as an Agile Coach Sites in MA, OR, TX, GA, IL Also in Canada – BC, Que Also in Belgium and Noida, India 9/17/2009 Agile Bazaar 2
  • 3. Intent of this Session To take you through the journey of that 700 person engineering organization toward agility through Scrum. 9/17/2009 Agile Bazaar 3
  • 4. Something is not right 9/17/2009 Agile Bazaar 4
  • 5. 9/17/2009 Agile Bazaar 5 The Situation
  • 6.
  • 7.
  • 8. Results Delivered 7-5 Improved Quality More automated tests Feeling that “Agile in the culture” 9/17/2009 Agile Bazaar 8
  • 9. First Waypoint:Entropy “Inevitable and steady deterioration of a system or society.” The American Heritage® Dictionary of the English Language, Fourth Edition 9/17/2009 Agile Bazaar 9
  • 10. Next Release All part-time coaches back to their day jobs Committed to 3 suite-wide projects (each considered all or nothing) Results Projects fell behind 2 projects stopped doing retrospectives All UI-based automation broke Team morale suffered No or meaningless burnchartsso no transparency 9/17/2009 Agile Bazaar 10
  • 11. The Agile Coach Observe and help teams that are struggling Teach agile to new employees Roll out agile to newly acquired companies Become the agile conscience ofthe organization 9/17/2009 Agile Bazaar 11
  • 12. Results Teams got help New teams started getting results sooner Organization had a catalyst for change 9/17/2009 Agile Bazaar 12
  • 13. Second Waypoint:Culture “The sum of attitudes, customs, and beliefs that distinguishes one group of people from another.” The American Heritage® New Dictionary of Cultural Literacy, Third Edition. 9/17/2009 Agile Bazaar 13
  • 14. “Command and Control” Very hierarchical People treated as “resources” Management makes most decisions “Blame” is typical reaction Little management agile training 9/17/2009 Agile Bazaar 14
  • 15. Organization Divided 9/17/2009 Agile Bazaar 15 ManagerCommunity Customer Community Developer Community
  • 16. Collaboration Explained 90 people trained in collaboration skills by Jean Tabaka and Ronica Roth from Rally Organizing tools Facilitation techniques Lots of hands-on exercises 9/17/2009 Agile Bazaar 16
  • 17. Agile Management Framework Scrum is a management framework Training focused on the managers and product managers Create true cross-functional teams Managers became ScrumMastersProduct Managers are now the Product Owners 9/17/2009 Agile Bazaar 17
  • 18. Results Meetings ran better Better agendas and capturing of group learning Better retrospectives Better team collaboration Managers knew their jobs Much better transparency Single voice for the teams 9/17/2009 Agile Bazaar 18
  • 19. Third Waypoint:Size “The physical dimensions, proportions, magnitude, or extent of an object.” The American Heritage® Dictionary of the English Language, Fourth Edition 9/17/2009 Agile Bazaar 19
  • 20. Large Interdependent Suite 9/17/2009 Agile Bazaar 20
  • 21. Parallel Project Organization Suite Management Team (SMT) Suite Integration Team (SIT) Suite Release Team (SRT) 9/17/2009 Agile Bazaar 21
  • 22. How do they synchronize and review the suite? 9/17/2009 Agile Bazaar 22
  • 23. Heartbeats 9/17/2009 Agile Bazaar 23 Team 3 heartbeat Team 2 heartbeat Team 1 heartbeat Suite heartbeat
  • 24. Results Better communication between teams More suite-wide transparency More focused suite-wide decisions Better team collaboration 9/17/2009 Agile Bazaar 24
  • 25. Fourth Waypoint:Impediments “Something that impedes; a hindrance or obstruction.” The American Heritage® Dictionary of the English Language, Fourth Edition “Anything that prevents a team member from performing work as efficiently as possible is an impediment.” ScrumAlliance.org 9/17/2009 Agile Bazaar 25
  • 26. Suboptimization Each team is run fairly independently Each identify and resolve impediments 9/17/2009 Agile Bazaar 26
  • 27. First Attempt – Etc. Senior Execs doing the work of prioritizing and resolving organizational impediments Issues Execs had no time for this work Reluctant to assign people to impediment removal teams 9/17/2009 Agile Bazaar 27
  • 28. Second Attempt – Scrum Implementation Team Small group of 8 people from across the organization Issues Focused more on process definition instead of impediment removal Not all the skills represented Limited time to work on this, still had day jobs 9/17/2009 Agile Bazaar 28
  • 29. Third Attempt – ScrumMaster Meeting Hold a regular meeting of ScrumMasters to identify, prioritize, and volunteer to resolve impediments This group got some traction Issues Many impediments around Product Ownership Also many architectural impediments 9/17/2009 Agile Bazaar 29
  • 30. Final Attempt – Agile Leaders Meeting ScrumMasters, Product Owners, and Architects Facilitated by Agile Coach A brief coaching session on an agile Organizational Impediment Handling 9/17/2009 Agile Bazaar 30
  • 31. Results Resolved over 50 impediments in 1 year Increased sense of ownership Better communication between teams Improved automation Increased productivity 9/17/2009 Agile Bazaar 31
  • 32. Fifth Waypoint:Commitment “An agreement or promise to do something in the future.” Merriam-Webster's Dictionary of Law “The state of being bound emotionally or intellectually to a course of action.” The American Heritage® Dictionary of the English Language, Fourth Edition 9/17/2009 Agile Bazaar 32
  • 33. Suite planning still phase-gated Need still exists to commit to an annual plan Company expects large features to justify the 700 person engineering staff Outside engineering still driven by “waterfall” model Cannot or will not take advantage of iterative delivery 9/17/2009 Agile Bazaar 33
  • 34. Created a Multi-tiered Content Strategy Commit at the high level Establish budgets at the mid-level Stay flexible at the details 9/17/2009 Agile Bazaar 34
  • 35. Requirements hierarchy Initiatives – Broad areas of focus tied to corporate strategy Headlines – Major Feature Sets/Capabilities within an Initiative Shippable Units – The smallest feature that is worth shipping Stories – User stories as we all know and love 9/17/2009 Agile Bazaar 35
  • 36. Planning Onion 9/17/2009 Agile Bazaar 36
  • 37. Product Plan Portfolio Plan RC 1 RC 2 RC 3 RC 4 Rel 6.2 SU SU SU SU SU SU SU SU SU SU SU SU Headline Headline SU SU SU SU Headline SU Headline SU SU Headline Headline SU Headline Headline Release Plan Rel 6.1.1 Sprint 1 Sprint 2 Sprint 3 Headline Headline Headline As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf As a User, I can jfh hf jahdsdf Headline Rel 6.1.2 Headline Headline Headline Planning and Outputs SprintPlan Started Done Task Task Task Task Task Task 9/17/2009 37 Agile Bazaar
  • 40. What happened to quality 9/17/2009 Agile Bazaar 40 OpenDefects Pre-Scrum Scrum
  • 41. Where are they? Scrum is implemented throughout Mechanism for organizational impediments in place Transparency is improving Engineering practices are getting better Quality is improving Planning is becoming more flexible 9/17/2009 Agile Bazaar 41
  • 42. Questions? Dan LeFebvre Scrum/Agile Coach DCL Agility, LLC Dan@DCLAgility.com http://www.DCLAgility.com 9/17/2009 Agile Bazaar 42

Editor's Notes

  1. Productivity was plummetingFinal qualification was taking longerCTO commissioned evaluationboth quantitative and qualitativeConsultant recommended and sold Agile to CTO
  2. 5 full time coaches from consultant, 5 part time internal coachesAfter about 9 months, only used 5 part time coaches
  3. Globalization, New UI and new Reporting platform
  4. Help teams navigate their way through the transition
  5. Very hierarchicalPeople treated as “resources”Regularly moved from team (workgroup?) to team to handle crises and delaysPeople assigned to multiple projectsManagement makes most decisionsTeams do not feel empoweredMany teams just going through the motions of agile development“Blame” is typical reaction
  6. Manager – VP, Director, Manager Customer – QA, Pubs, Architects, Product ManagementDeveloper – Developers Confusion about who is in charge, and “single voice of the customer”
  7. 60 ScrumMaster receive CSM from Ken Schwaber30 Product Owners receive CSPO from Ken SchwaberNo more “communities”1 ScrumMaster, 1Product Owner, Team of developers, testers, writer, etc.Scrum didn’t replace, just augmented
  8. About 30 teams need to coordinate effort to release the suiteDeemed impossible to synchronize sprints
  9. Suite Management Team (SMT)Steering committee1 Director and 1 Product Owner from each of the 3 organizationsSuite Integration Team (SIT)Installs suite on a set of integration servers each weekCreates and runs series of suite-wide testsSuite Release Team (SRT)ScrumMaster and Product Owner from each team (60 people)Responsible for coordinating dependencies and resolving suite-wide issuesPrimary communication vehicle for the suite
  10. Adopted the concept of “Release Candidates”Every 6 to 8 weeksEntire system integrated and tested togetherSuite build and battery of suite tests run weeklyTeams hold their own sprints but integrate into last integrated system each weekEach team has daily builds and battery of daily tests (some team build more often)Beginning each RCEach team presents release plan focusing on dependencies and impacts to SRTEnd of each RCSRT holds an RC RetrospectiveProduct Owners hold an RC Review for organization
  11. Each identify and resolve impedimentsExperiencing the same impedimentsDifferent solutionsSome solutions impacted other teams
  12. Etc. - Enterprise Transition CommitteeSenior Execs doing the work of prioritizing and resolving organizational impediments Identified by the development teamsResolve by creating small teams to remove the impedimentUse Scrum to run the processIssuesExecs had no time for this workReluctant to assign people to impediment removal teams
  13. ScrumMasters, Product Owners, and ArchitectsFacilitated by Agile CoachA brief coaching session on an agile topic from one of the teamReview of resolved impediments, identifying and prioritizing new ones, and volunteering to resolve highest priority
  14. Budgets give guidance to Product Owners on what senior management is willing to invest to get the benefit or return
  15. Initiatives – Broad areas of focus tied to corporate strategyHeadlines – Major Feature Sets/Capabilities within an InitiativeEngineering commits to these within a budgetShippable Units – The smallest feature that is worth shipping to a customerAnalogous to Minimal Marketable Feature from Software by NumbersEngineering delivers as many of these within the budget of a headlineBusiness Value measured hereStories – User stories as we all know and love