Agile for Project Managers                                         A sailor’s look at Agile                               ...
Agile and Sailing?                              Really?                                                                   ...
Begin with small teams Collaboration and trust Instinctive action without direct commands Proven protocols  and practic...
Scope: sailing for the marks Customer (sponsor)                                          Sailing for the marks  prospecti...
Adjusting Scope But… marks are                                              Sailing for the new mark  updated, added new,...
Lay-line is the backlog plan Lay-line: most efficient  course from “here” to  “there” Lay-line → ‘backlog’ Lay-line → ‘...
Wind is a source of energy Motive energy for the boat (project) Source of risks and unknowns Represents (also) stakehol...
It all interacts: complex and adaptive Boat-sails-rigging: methodology and practices Wind: energy, risks Mark: scope an...
From energy to value1.    Maximize energy from favorable wind2.    Apply wind energy to create velocity3.    Measure veloc...
Accumulate earned valueThe segmented lay-line is the value planEV strategy: Sail as close to the line as possibleValue ...
Tack to the mark Tactical response to  circumstances Emergent with the wind Variance to the planned  lay-line Short pe...
Most pessimistic forecast Wind (risk) directly opposes the boat (project) Least energy available in the direction of the...
Progress on the lay-line Most Pessimistic progress forecast      ❖Output / Input      ❖EV efficiency      ❖Example      1...
Benchmarks forecast velocity            Velocity creates throughput            Throughput is "miles sailed" on the lay-l...
Benchmark units of performance                                               Velocity = performance units per unit        ...
Cost estimating with benchmarks 1. Backlog (performance units)  Vision, strategic direction, architecture 2. Velocity ben...
Schedule (earned schedule) Earned schedule: effective time  made along the lay-line   ES = Total duration x efficiencyEf...
Schedule Example• Planning metrics   – 40 NM lay-line   – 8 Knot velocity benchmark   – Earnable schedule: 40/8 = 5 hours•...
Scale is manageable                                              The fleet has sortiedPhoto: Nicoyogui on flickr          ...
Scale is manageable Vision and strategic direction       Conveyed from the fleet captain Each boat is a self-directing ...
Rolling Wave planning Boats on the leading edge of the fleet relay over the  horizon information to others Far out lay-l...
All done and ready for questions!                                                             22Copyright 2012 Square Peg ...
The author of this seminarJohn C Goodpasture, PMPProgram manager, author, coach,and instructor•       PMI eSeminarsWorldsm...
Read more …..• Jim Highsmith: “Agile Project Management: Creating  innovative products”• Dean Leffingwell: “Agile Software...
John sailed with the Eau Gallie                 Yacht Club, Eau Gallie, FL                                                ...
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Agile for project managers - A presentation for PMI

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A sailor's analogy to explain the core principles and project management practices of agile methods

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Agile for project managers - A presentation for PMI

  1. 1. Agile for Project Managers A sailor’s look at Agile A presentation for A presentation for Produced by Square Peg Consulting, LLC Orlando, Florida www.sqpegconsulting.com 1Copyright 2012 Square Peg Consultiing, All Rights Reserved
  2. 2. Agile and Sailing? Really? Photo: US Navy Ok, lets get started! 2Copyright 2012 Square Peg Consultiing, All Rights Reserved
  3. 3. Begin with small teams Collaboration and trust Instinctive action without direct commands Proven protocols and practices Crew master on the helm (wheel) Redundancy among crew Risks managed real-time Photo: US Navy 3 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  4. 4. Scope: sailing for the marks Customer (sponsor) Sailing for the marks prospective expectation: ‘make the mark’ Retrospective: Best value—most that can be accomplished Every sailor— individually and collectively—is committed 4 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  5. 5. Adjusting Scope But… marks are Sailing for the new mark updated, added new, or even deleted from time to time Architect drives the distribution of marks 5 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  6. 6. Lay-line is the backlog plan Lay-line: most efficient course from “here” to “there” Lay-line → ‘backlog’ Lay-line → ‘planned value’ PV Sailing the ‘lay line accumulates value 6 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  7. 7. Wind is a source of energy Motive energy for the boat (project) Source of risks and unknowns Represents (also) stakeholder biases, attitudes, and pressures Complex and unpredictable 7 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  8. 8. It all interacts: complex and adaptive Boat-sails-rigging: methodology and practices Wind: energy, risks Mark: scope and sponsor expectations Lay-line: back-log & plan to make the ‘mark’ Overall course: architecture Complex: A system of many structural parts with uncertain interactions and behaviors Adaptive: A system with input-to-output transform that changes over time to maintain fidelity of expectation 8 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  9. 9. From energy to value1. Maximize energy from favorable wind2. Apply wind energy to create velocity3. Measure velocity along the lay-line4. Accumulate value by distance sailed on the lay-line Accumulated valued (distance): velocity along the lay-line x elapsed time 9 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  10. 10. Accumulate earned valueThe segmented lay-line is the value planEV strategy: Sail as close to the line as possibleValue is earned when the mark is reached 10Copyright 2012 Square Peg Consultiing, All Rights Reserved
  11. 11. Tack to the mark Tactical response to circumstances Emergent with the wind Variance to the planned lay-line Short performance increments (time box)Tacking: sailing one direction and then the other across the lay-line 11 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  12. 12. Most pessimistic forecast Wind (risk) directly opposes the boat (project) Least energy available in the direction of the lay-line Strategy:  Find energy ‘off axis’ (evolve the plan)  Tack (incremental performance) across the lay-line Wind 12
  13. 13. Progress on the lay-line Most Pessimistic progress forecast ❖Output / Input ❖EV efficiency ❖Example 1.4 / 2 = 70% Lay-line Wind (energy and risk) 1 Input 1 increments 1.4 Output: projected along the lay-line 13 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  14. 14. Benchmarks forecast velocity  Velocity creates throughput  Throughput is "miles sailed" on the lay-line  "Miles sailed" are like story points’ accomplished 14Copyright 2012 Square Peg Consultiing, All Rights Reserved
  15. 15. Benchmark units of performance Velocity = performance units per unit of time  Performance Unit (Story point) = Nautical mile (NM)  Unit of time (Time Box) = 1 hour  Example: 8 knots velocity = 8 NM per hourPhoto: City of Baltimore 15 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  16. 16. Cost estimating with benchmarks 1. Backlog (performance units)  Vision, strategic direction, architecture 2. Velocity benchmark  Benchmark from reference case (similar architecture, similar environment, similar crew) 3. Unit cost benchmark (cost per unit of time )  Crew and boat Inputs 𝐵𝑎𝑐𝑘𝑙𝑜𝑔 Expected cost = ∗ Unit cost 𝑉𝑒𝑙𝑜𝑐𝑖𝑡𝑦 Calculation 16Copyright 2012 Square Peg Consultiing, All Rights Reserved
  17. 17. Schedule (earned schedule) Earned schedule: effective time made along the lay-line ES = Total duration x efficiencyEfficiency:effective duration / total duration Photo: US NIST 17 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  18. 18. Schedule Example• Planning metrics – 40 NM lay-line – 8 Knot velocity benchmark – Earnable schedule: 40/8 = 5 hours• Most pessimistic forecast: 𝑂𝑢𝑡𝑝𝑢𝑡 40 – 𝐼𝑛𝑝𝑢𝑡 = = = 57NM 𝐿𝑎𝑦 𝑙𝑖𝑛𝑒 𝑒𝑓𝑓𝑖𝑐𝑖𝑒𝑛𝑡𝑦 0.7 57 – 𝐷𝑢𝑟𝑎𝑡𝑖𝑜𝑛 = = 7.2 ℎ𝑜𝑢𝑟𝑠 8 18 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  19. 19. Scale is manageable The fleet has sortiedPhoto: Nicoyogui on flickr 19 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  20. 20. Scale is manageable Vision and strategic direction  Conveyed from the fleet captain Each boat is a self-directing team,  But learns from the performance of others Protocols observed  For communication, sequencing, and coordination Each boat maintains situational awareness 20 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  21. 21. Rolling Wave planning Boats on the leading edge of the fleet relay over the horizon information to others Far out lay-lines planned as approached And finally: Adjustments made for obstructions and wind shifts The end! 21 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  22. 22. All done and ready for questions! 22Copyright 2012 Square Peg Consultiing, All Rights Reserved
  23. 23. The author of this seminarJohn C Goodpasture, PMPProgram manager, author, coach,and instructor• PMI eSeminarsWorldsm instructor for Advanced Agile Project Management, and• Advanced Risk Management, and• Understanding Organizational ChangePortfolio manager and business unitleader• Operations and IT professional info@sqpegconsulting.com johngoodpasture.com 23 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  24. 24. Read more …..• Jim Highsmith: “Agile Project Management: Creating innovative products”• Dean Leffingwell: “Agile Software Requirements: Lean requirements practices for Teams, Programs, and the Enterprise”• Mike Cohn: “Agile Estimating and Planning”• Lisa Crispin and Janet Gregory: “Agile Testing: A practical guide for Testers and Agile Teams”• John Goodpasture: “Project Management the Agile Way: Making it work in the Enterprise” 24 Copyright 2012 Square Peg Consultiing, All Rights Reserved
  25. 25. John sailed with the Eau Gallie Yacht Club, Eau Gallie, FL 25Copyright 2012 Square Peg Consultiing, All Rights Reserved
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