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Agile Program Management:
       An Oxymoron?

                                                  Johanna Rothman
 New: Manage Your Project Portfolio: Increase Your Capacity and Finish More Projects
                                                      @johannarothman
                                                     www.jrothman.com
                                                      jr@jrothman.com
                                                           781-641-4046
Program Management
Organizing and coordinating several projects’ results into
one deliverable. That deliverable has the value to the
organization




                            2                  © 2011 Johanna Rothman
Program Management of
   Concurrent Projects




          3          © 2011 Johanna Rothman
Program Management of Phased
          Projects




             4         © 2011 Johanna Rothman
Programs Are Riskier Than Projects
You all know that projects don’t scale
The larger and the longer the program, the more risky it is
The more pieces the program has, the more risky it is
  Hardware and software
  Mechanical and hardware and software
  Embedded and hardware and software
  Regulated industries


                               5                    © 2011 Johanna Rothman
What Kind of Program Are You
          Working On?
Who here is working on a program?
  Small software-only or software/firmware program (3 teams
  or fewer)
  Small software/hardware program (3 teams or fewer)
  Large software-only or software/firmware program (more
  than 3 teams)
  Large software/hardware program (more than 3 teams)
  Something else?
                            6                  © 2011 Johanna Rothman
Why Use Agile For Programs?
Agile provides fast feedback
  You know where you are every iteration
Timeboxes provide urgency and focus
It’s clear early if anyone is having trouble
It’s clear early if the architecture is not going to work,
assuming you use good tests


                               7                 © 2011 Johanna Rothman
What About Your Teams?
All the teams are cross-functional and collocated teams
All the teams are cross-functional and they are geographically
distributed
Some teams are cross-functional. Some people are dispersed
All people are organized by function and all people are collocated.
All people are organized by function and all are distributed or
dispersed.
My program is something else
                                8                    © 2011 Johanna Rothman
Making Risks Transparent
Many people say, “Just do Scrum-of-Scrums”
  Scrum-of-Scrums has its place, and it’s not for everyone




                           9                  © 2011 Johanna Rothman
Traditional Program Management
Program team

   Software program manager (person who program manages all the software teams)

   Hardware program manager (person who program manages all the hardware teams)

   Marketing program manager

   Sales program manager

Anyone else you need who can

   Speak for that function

   Commit people

   Manage risks

   Commit other resources


                                         10                          © 2011 Johanna Rothman
How Agile Changes Program
           Management
Teams commit, not functional managers

Product owners manage the what-to-build risk

The teams manage

  The how-do-we-build-our-features risk

  Collecting and explaining their status

Program management

  Helps make the between-teams risks transparent

  Collects and explains program status
                                 11                © 2011 Johanna Rothman
Issues in Program Management
Especially in concurrent projects, how do you manage, what do you
manage when you have 4, 7, 18, 25 teams of people all working on the
same product?

The issues are

  Backlog management

  Architecture decisions

  Managing the risks, up, down, sideways

  How to understand and explain status

                                12                    © 2011 Johanna Rothman
Dirty Little Secret of Program
              Management
If you’ve ever managed programs successfully, you have used “agile”
approaches:
  Timeboxes to keep people focused
  Implement by feature
  Program-wide release criteria
  Commit at the last responsible moment to high cost-of-change
  decisions
  Prototype architecture
  Interim milestones
                                  13                      © 2011 Johanna Rothman
One Approach to Programs I’ve
 Used for Decades (Not Agile)




              14        © 2011 Johanna Rothman
Organizing the Program



           15            © 2011 Johanna Rothman
Communication in an Agile Team
Paths = (N(N-1)/2




                    16   © 2011 Johanna Rothman
Communication Problems on a
        Program




             17         © 2011 Johanna Rothman
Managing Status, Risks,
          Architecture, Backlog
S-o-S works for small programs, of up to, say, 7 teams. What
about more teams?
  There are too many people for a daily standup
  Possibly too many risks for the program team to manage
Need to collect software risks (or any other group of teams
that’s relatively independent) as a delegate to the program
team

                             18                   © 2011 Johanna Rothman
Program Organization




         19            © 2011 Johanna Rothman
Collecting Groups for Representation
         to the Program Team
 Several software reps to the program team

   Gather some related teams and have them select one PM/SM to go to
   the program team

 One software rep to the program team

   Organize the software like a program and have one overall software
   program manager

   Each team sends a rep to the software program team and if too many,
   do some gathering

 Do some hierarchical gathering of groups, based on the product features
                                   20                      © 2011 Johanna Rothman
Program Management
At the program level, need
   Program manager
   Program architect
   Program product owner
   Anyone else needed for the program (hardware, finance, training, sales, support, …)
For each team, need
   Product owner, full time for feature sets
   Depending on how long the team has been agile, maybe a project manager/Scrum
   Master
      < 2 years, yes!
   Architect, at least part time
                                          21                         © 2011 Johanna Rothman
Starting an Agile Program
Iteration 0: Do you need one?
What you need to start an agile program:
  Charter (vision, release criteria)
  Product roadmap (so everyone sees where we are headed)
  Enough of a backlog to start
  Any market-driven architecture decisions
  Program product owner to manage business value of the program backlog
  Program architect to manage business value of the architecture
  Program manager to manage program level risks

                                       22                  © 2011 Johanna Rothman
Program Managers
Generate the program charter
Start the drumbeat for the program
Create and update landing zones
Make sure there is a feature roadmap
Decide about technical debt
Watch for failure points
   Multitasking
   Design that’s too far ahead
   Testers too far behind
   Frameworks without features
                                       23   © 2011 Johanna Rothman
Backlog and Architecture




           24          © 2011 Johanna Rothman
For Each Iteration (Part 1)
All start and end at the same time for each team (No staggered iterations)

   Normal agile for the team

      Each team selects its backlog items from the product backlog

      Each team estimates and commits

      Each team builds their iteration’s backlog, with the local architect as a regular
      member of the team

      Daily standups

      Each team elevates risks, issues through the PM/SM to the program team

      Each team gets to release-able at the end of an iteration

         If you have hardware, maybe demo-able
                                          25                            © 2011 Johanna Rothman
For Each Iteration (Part 2)
Program team

   Potential of a daily standup (think Scrum of Scrums)

   Meets weekly to manage risks and figure out how to present status

      Storyboards, thermometer, product backlog burnup

      Program velocity

Architecture team

   Uses what each team has learned to refine the architectural picture

   May decide to hold architectural reviews periodically

      To prevent technical debt, not to pre-define too far

   Keep refining the Big Picture
                                         26                        © 2011 Johanna Rothman
When You Have Hardware
Nothing changes until you have pilot hardware

  If the teams have only been getting to “demo-able” at the end of an
  iteration before pilot hardware, now they have to get to “release-
  able”

  The program will encounter problems

     Be prepared to manage more risks

     Be prepared to have sub-program meetings to manage the who’s
     going to do what in the hardware, firmware, software

                                27                     © 2011 Johanna Rothman
Make the Program’s Progress Visible
Agile makes the product visible as you proceed

  You have to think about what you want for status for the program

  Working product is the best

     Velocity might be ok, but velocity is personal for a team

       You can’t add velocities together and have a program measure

  Consider product backlog burnup




                                   28                       © 2011 Johanna Rothman
Product Backlog Burnup Chart




             29         © 2011 Johanna Rothman
Thermometer May Work




         30        © 2011 Johanna Rothman
Last vs. Most
Responsible Moment



         31          © 2011 Johanna Rothman
Product Delivery and Architecture
                     Decisions

                                Cost of          User           User
 Typical Product Delivery                                                 When to make architecture
                               delivery or   Involvement    involvement
        Mechanism                                                                decisions
                                 update      with release   with update


Software as a Service (SaaS)   Negligible         0             0           As late as responsible


 Boxed (Shipped) software       Minimal           0            Total        As late as responsible


Firmware upgradeable in the     Low to                                     Last responsible moment,
                                                  0          Minimal
           field                manageable                                         but not later


                                                                            As early as responsible
Hardware or other difficult-
                                  High          Varies      Significant     because of program risks
   to-upgrade product
                                                                          (development and delivery)

                                                      32                        © 2011 Johanna Rothman
Program Management is Difficult
Agile provides transparency

Use a combination of techniques, and move to agile as you can

No matter what lifecycle or combination of lifecycle you choose,
make sure you:

  Have interim milestones

  Demo early and often

  Raise risks and resolve them

  Have fun!!

                                 33                   © 2011 Johanna Rothman
References and Reading
Manage It! and Manage Your Project Portfolio have a number of how-to’s on
programs

  Tons more on jrothman.com

  If you’d like me to stay in touch with you, please sign up for my email
  newsletter, fill out a yellow form, or email me




                                   34                       © 2011 Johanna Rothman

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Agile Program Management

  • 1. Agile Program Management: An Oxymoron? Johanna Rothman New: Manage Your Project Portfolio: Increase Your Capacity and Finish More Projects @johannarothman www.jrothman.com jr@jrothman.com 781-641-4046
  • 2. Program Management Organizing and coordinating several projects’ results into one deliverable. That deliverable has the value to the organization 2 © 2011 Johanna Rothman
  • 3. Program Management of Concurrent Projects 3 © 2011 Johanna Rothman
  • 4. Program Management of Phased Projects 4 © 2011 Johanna Rothman
  • 5. Programs Are Riskier Than Projects You all know that projects don’t scale The larger and the longer the program, the more risky it is The more pieces the program has, the more risky it is Hardware and software Mechanical and hardware and software Embedded and hardware and software Regulated industries 5 © 2011 Johanna Rothman
  • 6. What Kind of Program Are You Working On? Who here is working on a program? Small software-only or software/firmware program (3 teams or fewer) Small software/hardware program (3 teams or fewer) Large software-only or software/firmware program (more than 3 teams) Large software/hardware program (more than 3 teams) Something else? 6 © 2011 Johanna Rothman
  • 7. Why Use Agile For Programs? Agile provides fast feedback You know where you are every iteration Timeboxes provide urgency and focus It’s clear early if anyone is having trouble It’s clear early if the architecture is not going to work, assuming you use good tests 7 © 2011 Johanna Rothman
  • 8. What About Your Teams? All the teams are cross-functional and collocated teams All the teams are cross-functional and they are geographically distributed Some teams are cross-functional. Some people are dispersed All people are organized by function and all people are collocated. All people are organized by function and all are distributed or dispersed. My program is something else 8 © 2011 Johanna Rothman
  • 9. Making Risks Transparent Many people say, “Just do Scrum-of-Scrums” Scrum-of-Scrums has its place, and it’s not for everyone 9 © 2011 Johanna Rothman
  • 10. Traditional Program Management Program team Software program manager (person who program manages all the software teams) Hardware program manager (person who program manages all the hardware teams) Marketing program manager Sales program manager Anyone else you need who can Speak for that function Commit people Manage risks Commit other resources 10 © 2011 Johanna Rothman
  • 11. How Agile Changes Program Management Teams commit, not functional managers Product owners manage the what-to-build risk The teams manage The how-do-we-build-our-features risk Collecting and explaining their status Program management Helps make the between-teams risks transparent Collects and explains program status 11 © 2011 Johanna Rothman
  • 12. Issues in Program Management Especially in concurrent projects, how do you manage, what do you manage when you have 4, 7, 18, 25 teams of people all working on the same product? The issues are Backlog management Architecture decisions Managing the risks, up, down, sideways How to understand and explain status 12 © 2011 Johanna Rothman
  • 13. Dirty Little Secret of Program Management If you’ve ever managed programs successfully, you have used “agile” approaches: Timeboxes to keep people focused Implement by feature Program-wide release criteria Commit at the last responsible moment to high cost-of-change decisions Prototype architecture Interim milestones 13 © 2011 Johanna Rothman
  • 14. One Approach to Programs I’ve Used for Decades (Not Agile) 14 © 2011 Johanna Rothman
  • 15. Organizing the Program 15 © 2011 Johanna Rothman
  • 16. Communication in an Agile Team Paths = (N(N-1)/2 16 © 2011 Johanna Rothman
  • 17. Communication Problems on a Program 17 © 2011 Johanna Rothman
  • 18. Managing Status, Risks, Architecture, Backlog S-o-S works for small programs, of up to, say, 7 teams. What about more teams? There are too many people for a daily standup Possibly too many risks for the program team to manage Need to collect software risks (or any other group of teams that’s relatively independent) as a delegate to the program team 18 © 2011 Johanna Rothman
  • 19. Program Organization 19 © 2011 Johanna Rothman
  • 20. Collecting Groups for Representation to the Program Team Several software reps to the program team Gather some related teams and have them select one PM/SM to go to the program team One software rep to the program team Organize the software like a program and have one overall software program manager Each team sends a rep to the software program team and if too many, do some gathering Do some hierarchical gathering of groups, based on the product features 20 © 2011 Johanna Rothman
  • 21. Program Management At the program level, need Program manager Program architect Program product owner Anyone else needed for the program (hardware, finance, training, sales, support, …) For each team, need Product owner, full time for feature sets Depending on how long the team has been agile, maybe a project manager/Scrum Master < 2 years, yes! Architect, at least part time 21 © 2011 Johanna Rothman
  • 22. Starting an Agile Program Iteration 0: Do you need one? What you need to start an agile program: Charter (vision, release criteria) Product roadmap (so everyone sees where we are headed) Enough of a backlog to start Any market-driven architecture decisions Program product owner to manage business value of the program backlog Program architect to manage business value of the architecture Program manager to manage program level risks 22 © 2011 Johanna Rothman
  • 23. Program Managers Generate the program charter Start the drumbeat for the program Create and update landing zones Make sure there is a feature roadmap Decide about technical debt Watch for failure points Multitasking Design that’s too far ahead Testers too far behind Frameworks without features 23 © 2011 Johanna Rothman
  • 24. Backlog and Architecture 24 © 2011 Johanna Rothman
  • 25. For Each Iteration (Part 1) All start and end at the same time for each team (No staggered iterations) Normal agile for the team Each team selects its backlog items from the product backlog Each team estimates and commits Each team builds their iteration’s backlog, with the local architect as a regular member of the team Daily standups Each team elevates risks, issues through the PM/SM to the program team Each team gets to release-able at the end of an iteration If you have hardware, maybe demo-able 25 © 2011 Johanna Rothman
  • 26. For Each Iteration (Part 2) Program team Potential of a daily standup (think Scrum of Scrums) Meets weekly to manage risks and figure out how to present status Storyboards, thermometer, product backlog burnup Program velocity Architecture team Uses what each team has learned to refine the architectural picture May decide to hold architectural reviews periodically To prevent technical debt, not to pre-define too far Keep refining the Big Picture 26 © 2011 Johanna Rothman
  • 27. When You Have Hardware Nothing changes until you have pilot hardware If the teams have only been getting to “demo-able” at the end of an iteration before pilot hardware, now they have to get to “release- able” The program will encounter problems Be prepared to manage more risks Be prepared to have sub-program meetings to manage the who’s going to do what in the hardware, firmware, software 27 © 2011 Johanna Rothman
  • 28. Make the Program’s Progress Visible Agile makes the product visible as you proceed You have to think about what you want for status for the program Working product is the best Velocity might be ok, but velocity is personal for a team You can’t add velocities together and have a program measure Consider product backlog burnup 28 © 2011 Johanna Rothman
  • 29. Product Backlog Burnup Chart 29 © 2011 Johanna Rothman
  • 30. Thermometer May Work 30 © 2011 Johanna Rothman
  • 31. Last vs. Most Responsible Moment 31 © 2011 Johanna Rothman
  • 32. Product Delivery and Architecture Decisions Cost of User User Typical Product Delivery When to make architecture delivery or Involvement involvement Mechanism decisions update with release with update Software as a Service (SaaS) Negligible 0 0 As late as responsible Boxed (Shipped) software Minimal 0 Total As late as responsible Firmware upgradeable in the Low to Last responsible moment, 0 Minimal field manageable but not later As early as responsible Hardware or other difficult- High Varies Significant because of program risks to-upgrade product (development and delivery) 32 © 2011 Johanna Rothman
  • 33. Program Management is Difficult Agile provides transparency Use a combination of techniques, and move to agile as you can No matter what lifecycle or combination of lifecycle you choose, make sure you: Have interim milestones Demo early and often Raise risks and resolve them Have fun!! 33 © 2011 Johanna Rothman
  • 34. References and Reading Manage It! and Manage Your Project Portfolio have a number of how-to’s on programs Tons more on jrothman.com If you’d like me to stay in touch with you, please sign up for my email newsletter, fill out a yellow form, or email me 34 © 2011 Johanna Rothman