Collaborative Process Slides

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Dealing with the human side of agile development processes.

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Collaborative Process Slides

  1. 1. Collaborative Development The Human Side of Project Management EDUCAUSE Midwest Regional Conference March 2008 Jim Phelps, Terry Ruzicka Friday,March 14,2008 1
  2. 2. Agenda • Intro • Methodology • Case Study • Impacts and Lessons Learned • Tools • Benefits Friday,March 14,2008 2
  3. 3. Impacts and Lessons Learned • Culture Change • Communications • Decision Making and Issue Tracking • Expectation and Scope Management Friday,March 14,2008 3
  4. 4. Background • About Us • About the Campus • Waterfall vs. Collaborative/Agile Friday,March 14,2008 4
  5. 5. Therese Ruzicka Special Assistant to the Vice Provost Division of Enrollment Management University of Wisconsin-Madison mruzicka@em.wisc.edu Jim Phelps Sr. I.T. Architect Division of Information Technology (DoIT) University of Wisconsin-Madison phelps@doit.wisc.edu Friday,March 14,2008 5
  6. 6. Photo from Google Maps UW-Madison Friday,March 14,2008 6
  7. 7. Agile vs. Waterfall Photo by Jim Phelps Friday,March 14,2008 7
  8. 8. Methodology • Agile Development • Model Driven Design • Continuous Process Improvement Friday,March 14,2008 8
  9. 9. Agile Development Photo from Flickr: Natascha2008 Friday,March 14,2008 9
  10. 10. Model Driven Design Photo from Flickr: Brenda Anderson Friday,March 14,2008 10
  11. 11. Methodology • Functional and Technical at the table • Prototype early and often • Iterative development • Models for understanding and rigor Friday,March 14,2008 11
  12. 12. Continuous Process Improvement Photo from Flickr: D’akota Friday,March 14,2008 12
  13. 13. Self-Organizing Photo from Flickr: Laurel714 Friday,March 14,2008 13
  14. 14. Continuous Process Improvement • Check-ins • Realignment • Evaluate effectiveness • Adjusting Friday,March 14,2008 14
  15. 15. References Scott Ambler- http://www.ambysoft.com/onlineWritings.html Agile Martin Fowler - http://www.ambysoft.com/onlineWritings.html Development Wikipedia - http://en.wikipedia.org/wiki/Agile_software_development Model Driven Object Management Group (OMG) - http://www.omg.org/mda/ Scott Ambler - http://www.agilemodeling.com/essays/agileMDA.htm Design Wikipedia - http://en.wikipedia.org/wiki/Model-driven_architecture UML - http://www.uml.org/ UML, BPMN BPMN - http://www.bpmn.org/ Continuous Wikipedia - http://en.wikipedia.org/wiki/W._Edwards_Deming Process Joiner, Brian L. (1994). Fourth Generation Management - The New Business Consciousness. McGraw-Hill. Improvement Scherkenbach, William W. (1991). Deming’s Road to Continual Improvement. SPC Press, Inc Friday,March 14,2008 15
  16. 16. Case Study • The Project • The Organizational Structure Friday,March 14,2008 16
  17. 17. 150,000 Transcripts Friday,March 14,2008 17
  18. 18. Old - Manual Friday,March 14,2008 18
  19. 19. New - On-line Friday,March 14,2008 19
  20. 20. Users and Customer Support Friday,March 14,2008 20
  21. 21. Variety of Payment Methods Friday,March 14,2008 21
  22. 22. Delivery Methods Friday,March 14,2008 22
  23. 23. The Organizational Structure • Sponsors • Leads Team • Fluid sub-teams (self-organizing) Friday,March 14,2008 23
  24. 24. Impacts and Lessons Learned • Culture Change • Communications • Decision Making and Issue Tracking • Expectation and Scope Management Friday,March 14,2008 24
  25. 25. Culture Change • New Roles • New Networks • Discomfort Friday,March 14,2008 25
  26. 26. New Roles Photo from the classic movie: Metropolis Friday,March 14,2008 26
  27. 27. New Roles: Fixes • Define the new position • Train - as if it is a new job • Mentoring • Help staff speak up and fully participate Friday,March 14,2008 27
  28. 28. New Networks Photo from history.nasa.gov Friday,March 14,2008 28
  29. 29. Communication Network: Fixes • Lots of conversations • One-on-one • Small teams • Large teams • Mentoring and training • On-going check-ins Friday,March 14,2008 29
  30. 30. Discomfort Photo from “Terror in the Haunted House” 1958 Friday,March 14,2008 30
  31. 31. Discomfort: Fixes • Encourage to talk about discomfort • Acknowledge that there are unknowns • Acknowledge that discomfort is part of the process Friday,March 14,2008 31
  32. 32. Culture Change It is like starting a new job Friday,March 14,2008 32
  33. 33. Communications • New Structures • Balance • Personality Quirks • Rumors and mis-information Friday,March 14,2008 33
  34. 34. New Structures Photo by Jim Phelps Friday,March 14,2008 34
  35. 35. New Structures: Fixes • Expect that channels and teams will be fluid • Monitor the channels and tools • Assign responsibility for communicating Friday,March 14,2008 35
  36. 36. Balancing Act Photo by Jim Phelps Friday,March 14,2008 36
  37. 37. Balancing Act: Fixes • Monitor the channels and tools • Keep the structure dynamic • Be clear about responsibilities for communication - especially between teams Friday,March 14,2008 37
  38. 38. Personality Quirks Photo by Jim Phelps Friday,March 14,2008 38
  39. 39. Personality: Fixes • Have frank/kind discussion • Establish fact-checking process • Walk around Friday,March 14,2008 39
  40. 40. Trusted 3rd Party Photo from a The Three Stooges movie Friday,March 14,2008 40
  41. 41. Expectation Management • Good Ideas that just don’t make it • Emotional Investment • Assumptions • Demystify decision making Friday,March 14,2008 41
  42. 42. Expectation Management Photo from Flickr: Tito_LOL Friday,March 14,2008 42
  43. 43. Demystify Decisions Photo from Flickr: yaruman5 Friday,March 14,2008 43
  44. 44. Decision Making • Problem Solving not Status Reports • Make sure teams understand their role in decision making • Ideas on the table Friday,March 14,2008 44
  45. 45. Big Picture Photo from Flickr: justindc Friday,March 14,2008 45
  46. 46. Scope Management • Everything in scope... • Iterations v1.0, 1.1, 1.2... • Roadmap Friday,March 14,2008 46
  47. 47. Roadmap Friday,March 14,2008 47
  48. 48. Issues Management: Fixes • Prototype early - SWOT Often • Assign issues to a person • Watch for swirling issues • Third Party : manage by walking around Friday,March 14,2008 48
  49. 49. Capture and Assign Photo from Flickr: justindc Friday,March 14,2008 49
  50. 50. Useful Tools • Charter(s) • eMail listservs • Issue tracking • Document Repository • Time Tracking • Wiki Friday,March 14,2008 50
  51. 51. Weave together Photo from Flickr: justindc Friday,March 14,2008 51
  52. 52. Impacts and Lessons Learned • Culture Change • Communications • Decision Making and Issue Tracking • Expectation and Scope Management Friday,March 14,2008 52
  53. 53. Why? Friday,March 14,2008 53
  54. 54. Bug Photo from Flickr: gottcha78 Friday,March 14,2008 54
  55. 55. Benefits • Deeper understanding • Early prototypes capture problems • Culture change as part of the process • People see value in participating Friday,March 14,2008 55
  56. 56. Methodology • Agile Development • Model Driven Design • Continuous Process Improvement Friday,March 14,2008 56
  57. 57. Methodology • Functional and Technical at the table • Prototype early and often • Iterative development • Models for understanding and rigor Friday,March 14,2008 57
  58. 58. Continuous Process Improvement • Check-ins • Realignment • Evaluate effectiveness • Adjusting Friday,March 14,2008 58
  59. 59. Impacts and Lessons Learned • Culture Change • Communications • Decision Making and Issue Tracking • Expectation and Scope Management Friday,March 14,2008 59
  60. 60. New standard Photo by Jim Phelps Friday,March 14,2008 60
  61. 61. Friday,March 14,2008 ? 61
  62. 62. Collaborative Development The Human Side of Project Management EDUCAUSE Midwest Regional Conference March 2008 Jim Phelps, Terry Ruzicka Copyright Jim Phelps and Terry Ruzicka 2008. This work is the intellectual property of the authors. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author. Friday,March 14,2008 62

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