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Scaling Agile with
a Distributed Team
Mike Cohn

NDC London
6 December 2013

1

Scaling Issues

Dependencies

g
Iteration planning meetin
Coordinating teams

®

© Copyright Mountain Goat Software

2
Proactively manage dependencies
Use rolling lookahead planning
Tasks
Code the…
Test the…
Integrate with the…
Code the…
Design the…

© Copyright Mountain Goat Software

®

B

Est.
8
16
8
12
8

Iteration 6

Iteration 5

Iteration 4

A

3

Share team members

Feature team 1

Feature team 2

Feature team 3

• Be
Component
team
®

cautious of sharing
team members
• There are drawbacks to
the increased multitasking
© Copyright Mountain Goat Software

4
Two types of interfaces
to worry about
Unattended interfaces
At least one team is
aware of the
interface, but no one is
doing anything about it

Unidentified interfaces
An interface that
exists but that no one
has discovered yet

© Copyright Mountain Goat Software

®

C

5

Use an integration team

Takes on the unattended interfaces
While on the look out for unidentified ones

Can be a virtual team with part-time members
Common up to perhaps a dozen teams

Larger projects will have a full-time team
Maybe more than one

Not a dumping ground for poor performers

®

© Copyright Mountain Goat Software

6
Scaling Issues

Dependencies

g
Iteration planning meetin
Coordinating teams

© Copyright Mountain Goat Software

®

7

Scale up the iteration planning meeting
Iteration planning meeting is the hardest
to scale
Other meetings require less coordination

Two general approaches
1. Stagger by a day
2.The big room

®

© Copyright Mountain Goat Software

8
The Big Room

© Copyright Mountain Goat Software

®

Nautical Meaning

Our Meaning

“I require medical
assistance.”

9

“We need the product
owner.”

“We require assistance.” “We need the architect.”

“We require a tug.”

“We are dragging
anchor.”

®

“We require a pizza.”

“We are on a break.”
© Copyright Mountain Goat Software

10
Scaling Issues

Dependencies

g
Iteration planning meetin
Coordinating teams

© Copyright Mountain Goat Software

®

11

Communities of practice
Development
team 1

Development
team 2

Development
team 3

Programming
Community
Test
Community
UI
Community
ScrumMaster
Community

®

A group of likeminded or likeskilled individuals
© Copyright Mountain Goat Software

12
Characteristics of communities
Self-organizing
Organic
Can span projects
Not a full-time job
There’s often a “community coordinator”
Typically 5-20 hours/month

© Copyright Mountain Goat Software

®

13

Five types of communities
Unrecognized

Invisible to the organization and
possibly even to its members.

Bootlegged

Visible but only to a small, select
group of insiders.

Legitimized

Officially sanctioned as a valuable
entity.

Supported

Provided with resources (time,
money, facilities, people).

Institutionalized

Given an official status and
responsibilities in the organization.

®

© Copyright Mountain Goat Software

14
Creating an environment
for communities
1

Design for evolution.

5

Focus on value.

2

Open a dialogue
between inside and
outside participants

6

Combine familiarity
with excitement.

3

Invite different levels
of participation.

7

Create a rhythm for
the community.

4

Have both public
and private events.

Scrum of
Scrums

2–3 / week

Scrum of
Scrum of
Scrums

15

1 / week

© Copyright Mountain Goat Software

®

Daily
Scrums
®

© Copyright Mountain Goat Software

16
Agenda
Three questions (15 minutes at most)

•
•
•

What has my team done since we last met that might
affect other teams?
What will my team do before we meet again that might
affect other teams?
What problems are my team having that other teams might
be able to help with?

Discussion (as long as needed)

•

Discuss items kept on an Open Issues Backlog
© Copyright Mountain Goat Software

®

17

Distributed teams

•Decide how to distribute
•Create coherence
icate

®

•Change how you commun

© Copyright Mountain Goat Software

18
Collaborating collocated teams
Each team has all needed skills
Teams in different locations work
independently but collaborate to
coordinate their work
Team 1

Team 2

© Copyright Mountain Goat Software

®

19

Deliberately distributed teams
Each location has all needed skills
We could form collaborating collocated teams
But we choose not to

Individuals in different cities work together
as one team
Team 1
Team 2

®

Team 1
Team 2

© Copyright Mountain Goat Software

20
Distributed teams

•Decide how to distribute
•Create coherence
icate

•Change how you commun

®

© Copyright Mountain Goat Software

21

Creating coherence
Coherent is from the Latin cohaerent
“sticking together”
We want a team that will stick together

So we’ll
Acknowledge big cultural differences
Acknowledge small cultural differences
Strengthen functional and team subcultures
Build trust by emphasizing early progress
®

© Copyright Mountain Goat Software

22
Create coherence
❶ Acknowledge cultural differences
• Big cultural differences
• Attitudes toward power, individualism, achievement,
uncertainty, and long-term vs. short-term

• Geert Hofstede found significant differences among IBM

employees in these areas
• Smaller cultural differences

• Holidays
• Working hours

© Copyright Mountain Goat Software

®

23

More ways to create coherence
❷ Strengthen functional and team subcultures
• Establish a shared vision
• Establish working agreements

❸ Build trust by emphasizing early progress
• Early emphasis on relationship building encourages
subgroups to form around surface-level attributes†

• Defer relationship building until team members have
learned more significant things about each other
†Gratton,

Voigt, and Erickson. “Bridging
Faultlines in Diverse Teams.”

®

© Copyright Mountain Goat Software

24
Distributed teams

•Decide how to distribute
•Create coherence
icate

®

•Change how you commun

© Copyright Mountain Goat Software

25

Get together in person
Seeding visits
Ideally, whole team meets in person at start
Stay together an iteration or more when possible

Contact visits
Whole team, Quarterly, face-to-face

Traveling Ambassadors
Individuals who travel more frequently among
locations to ensure good working relationships

®

© Copyright Mountain Goat Software

26
Change how you communicate
Add back some
documentation
Cannot rely as much
on talking

Add detail to the
product backlog
Encourage lateral
communication
© Copyright Mountain Goat Software

®

27

It’s not the distance, it’s the timezones

0
9,70

San Francisco

London

300 miles
00 k m - 5
8,6

8 h o ur s

km

rs

mile

s

mile

hou

- 10
, 20
0

00
- 60

10

km

ur s
2 ho

16,4
00

s

Cape Town
®

© Copyright Mountain Goat Software

28
Useful advice for all meetings
Include time for small talk
Share the pain
Make sure everyone knows who is talking

© Copyright Mountain Goat Software

®

29

Iteration Planning—Approach #1

The Long Phone Call

•Everyone on the phone at once
Pros

Cons

• Can lead to good

• People mentally

• Planning is finished

• Only feasible with

discussion if people
remain engaged

in a day
• Is consistent with
approach used when
collocated

®

disengage during long
calls
significant overlap of
workdays

© Copyright Mountain Goat Software

30
Iteration Planning—Approach #2

Two Calls

• First call: understand what the product owner wants built
• Local subteams figure out what they can commit to
• Second call the next day: Subteams share commitments

Pros
• Can be a more

efficient use of time

• Can be used

whenever work hours
can be made to
overlap even a little

Cons
• Usefulness varies based on
how widely distributed the
team is

• Not all knowledge is

shared with everyone,
leading to
misunderstandings

• Takes two days

© Copyright Mountain Goat Software

®

31

Daily Standup—Approach #1

Single Call

•Everyone on the phone at once
Pros
• Similar to what is

done with collocated
teams so there’s
nothing new to learn

• Discussions involve
the whole team

Cons
• Can be extremely

inconvenient for some

• Not sustainable if people

are forced to work outside
of normal work hours

• Everyone hears all

issues, leading to
greater commitment

®

© Copyright Mountain Goat Software

32
Daily Standup—Approach #2

Writing the meeting
• Everyone emails a written report or updates a wiki with
status information

• Variation: A local group meets and others email updates

Pros
• Sustainable over the
long term

• Helps overcome

language problems

Cons
• No guarantee updates are read
• Issues are not discussed and
may lay dormant

• Doesn’t take advantage of daily
interaction to improve
relationships and knowledge
sharing

• Reduced feeling of

accountability to teammates
© Copyright Mountain Goat Software

®

33

Daily Standup—Approach #3

Regional Meetings
• Have separate regional phone calls, e.g., western hemisphere
and eastern hemisphere

• Follow these with a written summary shared between teams
• Or have one person from each region also participate in the
other calls

Pros
• Pain of off-hours calls
is greatly reduced

• Allows local subteams
to share information
most relevant to
them

Cons
• Information relayed from one
meeting to another may be
incorrect or incomplete

• Can lead to us/them feelings
• Not everyone is involved in all
discussions

• Information may not be shared
in timely manner

®

© Copyright Mountain Goat Software

34
Mike Cohn
mike@mountaingoatsoftware.com
www.mountaingoatsoftware.com
twitter: mikewcohn
(720) 890-6110

®

© Copyright Mountain Goat Software

35

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Scaling Agile and Working with a Distributed Team

  • 1. Scaling Agile with a Distributed Team Mike Cohn NDC London 6 December 2013 1 Scaling Issues Dependencies g Iteration planning meetin Coordinating teams ® © Copyright Mountain Goat Software 2
  • 2. Proactively manage dependencies Use rolling lookahead planning Tasks Code the… Test the… Integrate with the… Code the… Design the… © Copyright Mountain Goat Software ® B Est. 8 16 8 12 8 Iteration 6 Iteration 5 Iteration 4 A 3 Share team members Feature team 1 Feature team 2 Feature team 3 • Be Component team ® cautious of sharing team members • There are drawbacks to the increased multitasking © Copyright Mountain Goat Software 4
  • 3. Two types of interfaces to worry about Unattended interfaces At least one team is aware of the interface, but no one is doing anything about it Unidentified interfaces An interface that exists but that no one has discovered yet © Copyright Mountain Goat Software ® C 5 Use an integration team Takes on the unattended interfaces While on the look out for unidentified ones Can be a virtual team with part-time members Common up to perhaps a dozen teams Larger projects will have a full-time team Maybe more than one Not a dumping ground for poor performers ® © Copyright Mountain Goat Software 6
  • 4. Scaling Issues Dependencies g Iteration planning meetin Coordinating teams © Copyright Mountain Goat Software ® 7 Scale up the iteration planning meeting Iteration planning meeting is the hardest to scale Other meetings require less coordination Two general approaches 1. Stagger by a day 2.The big room ® © Copyright Mountain Goat Software 8
  • 5. The Big Room © Copyright Mountain Goat Software ® Nautical Meaning Our Meaning “I require medical assistance.” 9 “We need the product owner.” “We require assistance.” “We need the architect.” “We require a tug.” “We are dragging anchor.” ® “We require a pizza.” “We are on a break.” © Copyright Mountain Goat Software 10
  • 6. Scaling Issues Dependencies g Iteration planning meetin Coordinating teams © Copyright Mountain Goat Software ® 11 Communities of practice Development team 1 Development team 2 Development team 3 Programming Community Test Community UI Community ScrumMaster Community ® A group of likeminded or likeskilled individuals © Copyright Mountain Goat Software 12
  • 7. Characteristics of communities Self-organizing Organic Can span projects Not a full-time job There’s often a “community coordinator” Typically 5-20 hours/month © Copyright Mountain Goat Software ® 13 Five types of communities Unrecognized Invisible to the organization and possibly even to its members. Bootlegged Visible but only to a small, select group of insiders. Legitimized Officially sanctioned as a valuable entity. Supported Provided with resources (time, money, facilities, people). Institutionalized Given an official status and responsibilities in the organization. ® © Copyright Mountain Goat Software 14
  • 8. Creating an environment for communities 1 Design for evolution. 5 Focus on value. 2 Open a dialogue between inside and outside participants 6 Combine familiarity with excitement. 3 Invite different levels of participation. 7 Create a rhythm for the community. 4 Have both public and private events. Scrum of Scrums 2–3 / week Scrum of Scrum of Scrums 15 1 / week © Copyright Mountain Goat Software ® Daily Scrums ® © Copyright Mountain Goat Software 16
  • 9. Agenda Three questions (15 minutes at most) • • • What has my team done since we last met that might affect other teams? What will my team do before we meet again that might affect other teams? What problems are my team having that other teams might be able to help with? Discussion (as long as needed) • Discuss items kept on an Open Issues Backlog © Copyright Mountain Goat Software ® 17 Distributed teams •Decide how to distribute •Create coherence icate ® •Change how you commun © Copyright Mountain Goat Software 18
  • 10. Collaborating collocated teams Each team has all needed skills Teams in different locations work independently but collaborate to coordinate their work Team 1 Team 2 © Copyright Mountain Goat Software ® 19 Deliberately distributed teams Each location has all needed skills We could form collaborating collocated teams But we choose not to Individuals in different cities work together as one team Team 1 Team 2 ® Team 1 Team 2 © Copyright Mountain Goat Software 20
  • 11. Distributed teams •Decide how to distribute •Create coherence icate •Change how you commun ® © Copyright Mountain Goat Software 21 Creating coherence Coherent is from the Latin cohaerent “sticking together” We want a team that will stick together So we’ll Acknowledge big cultural differences Acknowledge small cultural differences Strengthen functional and team subcultures Build trust by emphasizing early progress ® © Copyright Mountain Goat Software 22
  • 12. Create coherence ❶ Acknowledge cultural differences • Big cultural differences • Attitudes toward power, individualism, achievement, uncertainty, and long-term vs. short-term • Geert Hofstede found significant differences among IBM employees in these areas • Smaller cultural differences • Holidays • Working hours © Copyright Mountain Goat Software ® 23 More ways to create coherence ❷ Strengthen functional and team subcultures • Establish a shared vision • Establish working agreements ❸ Build trust by emphasizing early progress • Early emphasis on relationship building encourages subgroups to form around surface-level attributes† • Defer relationship building until team members have learned more significant things about each other †Gratton, Voigt, and Erickson. “Bridging Faultlines in Diverse Teams.” ® © Copyright Mountain Goat Software 24
  • 13. Distributed teams •Decide how to distribute •Create coherence icate ® •Change how you commun © Copyright Mountain Goat Software 25 Get together in person Seeding visits Ideally, whole team meets in person at start Stay together an iteration or more when possible Contact visits Whole team, Quarterly, face-to-face Traveling Ambassadors Individuals who travel more frequently among locations to ensure good working relationships ® © Copyright Mountain Goat Software 26
  • 14. Change how you communicate Add back some documentation Cannot rely as much on talking Add detail to the product backlog Encourage lateral communication © Copyright Mountain Goat Software ® 27 It’s not the distance, it’s the timezones 0 9,70 San Francisco London 300 miles 00 k m - 5 8,6 8 h o ur s km rs mile s mile hou - 10 , 20 0 00 - 60 10 km ur s 2 ho 16,4 00 s Cape Town ® © Copyright Mountain Goat Software 28
  • 15. Useful advice for all meetings Include time for small talk Share the pain Make sure everyone knows who is talking © Copyright Mountain Goat Software ® 29 Iteration Planning—Approach #1 The Long Phone Call •Everyone on the phone at once Pros Cons • Can lead to good • People mentally • Planning is finished • Only feasible with discussion if people remain engaged in a day • Is consistent with approach used when collocated ® disengage during long calls significant overlap of workdays © Copyright Mountain Goat Software 30
  • 16. Iteration Planning—Approach #2 Two Calls • First call: understand what the product owner wants built • Local subteams figure out what they can commit to • Second call the next day: Subteams share commitments Pros • Can be a more efficient use of time • Can be used whenever work hours can be made to overlap even a little Cons • Usefulness varies based on how widely distributed the team is • Not all knowledge is shared with everyone, leading to misunderstandings • Takes two days © Copyright Mountain Goat Software ® 31 Daily Standup—Approach #1 Single Call •Everyone on the phone at once Pros • Similar to what is done with collocated teams so there’s nothing new to learn • Discussions involve the whole team Cons • Can be extremely inconvenient for some • Not sustainable if people are forced to work outside of normal work hours • Everyone hears all issues, leading to greater commitment ® © Copyright Mountain Goat Software 32
  • 17. Daily Standup—Approach #2 Writing the meeting • Everyone emails a written report or updates a wiki with status information • Variation: A local group meets and others email updates Pros • Sustainable over the long term • Helps overcome language problems Cons • No guarantee updates are read • Issues are not discussed and may lay dormant • Doesn’t take advantage of daily interaction to improve relationships and knowledge sharing • Reduced feeling of accountability to teammates © Copyright Mountain Goat Software ® 33 Daily Standup—Approach #3 Regional Meetings • Have separate regional phone calls, e.g., western hemisphere and eastern hemisphere • Follow these with a written summary shared between teams • Or have one person from each region also participate in the other calls Pros • Pain of off-hours calls is greatly reduced • Allows local subteams to share information most relevant to them Cons • Information relayed from one meeting to another may be incorrect or incomplete • Can lead to us/them feelings • Not everyone is involved in all discussions • Information may not be shared in timely manner ® © Copyright Mountain Goat Software 34