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Agile Estimation
                        or
What Empirical Process Control Has to Do with Onions




                  Ilya Rosenfeld | Fall 2012
Welcome

          "If you want a guarantee,
                buy a toaster".
                 -- Clint Eastwood


            "Entropy increases.
                  Period."
                        -- Physics
What's really the problem?
Toasters
    ○ inputs: well-defined
    ○ outputs: same
    ○ uncertainty in environment: low
    ○ planning: top-down                         1962   2012
    ○ control process: repeatable, defined
    ○ "(mass) production"

Software
    ○ inputs: poorly defined
    ○ outputs: different
    ○ uncertainty in environment: high
    ○ planning: bottom-up                        1962    2012
    ○ control "practices": empirical, adaptive
    ○ "evolution", "customization"
The Planning "Onion"
● estimation is integral to planning
● periodic to the core
● keeping it real                                                     estimation accuracy




                                       inverse of the time frontier
"How long is it?"


How long does it take to paint
the house?




How long does it take to build a
piece of software?
"How big is it?"
Ok..How big is the house?

●   rank by "size" (or complexity)
●   calibrate "1"
●   it's all relative
●   uncertainty increases with size
●   program for uncertainty

Story Points
● measure of SIZE (ex: 1+3+2+2+5=13)
● independent of time (or velocity)
What is "it", anyway?

    informed by:           comprised of:

        business plan
       market research     PRODUCTS
       strategic clients
         operations ...    EPICS, THEMES

                           STORIES

       Agile project mgt   FEATURES

                           TASKS




 planning cycles           stuff to estimate
Rinse and repeat.. recursively
● regularity over "process"
     ○ habits, ceremonies, rituals
●   agree to disagree
     ○ negotiate the gaps away
     ○ converge
●   estimating size
     ○ expert opinion, analogy, disaggregation
●   closing the loop
     ○ validation, re-calibration
●   the books
     ○ access
     ○ internal transparency
     ○ external transparency
Head Games
● Where in the Planning Onion are we?
● cross-functional-ness
● uncertainty and estimation scales
  ○ Fibonacci
  ○ T-Shirt Sizes
  ○ linear
  ○ ...
● which way to split and slice (stories)
  ○ "vertically": CRUD, MVC, data, ...
  ○ "horizontally": research, bootstrap, dev, test, doc, depl,
      oversight/PM, ...
  ○ ...
● group poker
● solo poker
Versus
●   estimation vs planning
●   measurement vs estimation
●   ideal days vs elapsed duration
●   ideal time vs focused time
●   story points vs ideal days
●   estimates vs commitments
●   projections vs forecasts
●   estimates vs quotes
●   velocity vs productivity
●   pull vs push systems



    "Prediction is very difficult, especially about the future."
                                        --Niels Bohr
Stuff to Read
Good basics on roles, splitting and estmation: http://bit.ly/11PHk

"Agile Estimation and Planning" by Mike Cohn: http://amzn.to/2Bue0T
 - free chapter on estimation: http://bitly.com/zzetUf

"Management 3.0" by Jurgen Appelo (big picture): http://amzn.to/V3RIq8

Planning Poker Cards: http://bitly.com/cAPmxN

Planning Poker Apps: http://bit.ly/Suhe5g
"How big?..How long?.. "

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Agile Estimation: What Empirical Process Control Has to Do with Onions

  • 1. Agile Estimation or What Empirical Process Control Has to Do with Onions Ilya Rosenfeld | Fall 2012
  • 2. Welcome "If you want a guarantee, buy a toaster". -- Clint Eastwood "Entropy increases. Period." -- Physics
  • 3. What's really the problem? Toasters ○ inputs: well-defined ○ outputs: same ○ uncertainty in environment: low ○ planning: top-down 1962 2012 ○ control process: repeatable, defined ○ "(mass) production" Software ○ inputs: poorly defined ○ outputs: different ○ uncertainty in environment: high ○ planning: bottom-up 1962 2012 ○ control "practices": empirical, adaptive ○ "evolution", "customization"
  • 4. The Planning "Onion" ● estimation is integral to planning ● periodic to the core ● keeping it real estimation accuracy inverse of the time frontier
  • 5. "How long is it?" How long does it take to paint the house? How long does it take to build a piece of software?
  • 6. "How big is it?" Ok..How big is the house? ● rank by "size" (or complexity) ● calibrate "1" ● it's all relative ● uncertainty increases with size ● program for uncertainty Story Points ● measure of SIZE (ex: 1+3+2+2+5=13) ● independent of time (or velocity)
  • 7. What is "it", anyway? informed by: comprised of: business plan market research PRODUCTS strategic clients operations ... EPICS, THEMES STORIES Agile project mgt FEATURES TASKS planning cycles stuff to estimate
  • 8. Rinse and repeat.. recursively ● regularity over "process" ○ habits, ceremonies, rituals ● agree to disagree ○ negotiate the gaps away ○ converge ● estimating size ○ expert opinion, analogy, disaggregation ● closing the loop ○ validation, re-calibration ● the books ○ access ○ internal transparency ○ external transparency
  • 9. Head Games ● Where in the Planning Onion are we? ● cross-functional-ness ● uncertainty and estimation scales ○ Fibonacci ○ T-Shirt Sizes ○ linear ○ ... ● which way to split and slice (stories) ○ "vertically": CRUD, MVC, data, ... ○ "horizontally": research, bootstrap, dev, test, doc, depl, oversight/PM, ... ○ ... ● group poker ● solo poker
  • 10. Versus ● estimation vs planning ● measurement vs estimation ● ideal days vs elapsed duration ● ideal time vs focused time ● story points vs ideal days ● estimates vs commitments ● projections vs forecasts ● estimates vs quotes ● velocity vs productivity ● pull vs push systems "Prediction is very difficult, especially about the future." --Niels Bohr
  • 11. Stuff to Read Good basics on roles, splitting and estmation: http://bit.ly/11PHk "Agile Estimation and Planning" by Mike Cohn: http://amzn.to/2Bue0T - free chapter on estimation: http://bitly.com/zzetUf "Management 3.0" by Jurgen Appelo (big picture): http://amzn.to/V3RIq8 Planning Poker Cards: http://bitly.com/cAPmxN Planning Poker Apps: http://bit.ly/Suhe5g