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Applying Disciplined Agile
Become a Learning Organization
Scott W. Ambler
Consulting Methodologist
Ambysoft Inc.
© Ambysoft Inc. AgileData.org AgileModeling.com 1
Important Notice
• “Disciplined Agile” is a registered trademark of Project
Management Institute (PMI)
• Disciplined Agile (DA) is owned, supported, and evolved by PMI
• DA was originally created by Scott Ambler and Mark Lines
• References to DA material are provided throughout this slide
deck
• The primary reference for DA is PMI.org/disciplined-agile
• The advice provided in this presentation is based on the
experience of Scott Ambler
© Ambysoft Inc. AgileData.org AgileModeling.com 2
!
Scott Ambler
© Ambysoft Inc. AgileData.org AgileModeling.com 3
• scott@scottambler.com
• Twitter: @scottwambler
• linkedin.com/in/sambler/
Consulting Methodologist
Ambysoft.com
Thought Leader
AgileData.org
Thought Leader
AgileModeling.com
Agenda
• Successful “agile transformations”
• Our organizational environment
• Disciplined Agile (DA) overview
• Team-level improvement
• Organizational improvement
• Parting advice
© Ambysoft Inc. AgileData.org AgileModeling.com 4
Successful
”Agile Transformations”
© Ambysoft Inc. AgileData.org AgileModeling.com 5
Recognize that most “agile
transformations” fail
© Ambysoft Inc. AgileData.org AgileModeling.com 6
Start where you are
© Ambysoft Inc. AgileData.org AgileModeling.com 7
Adopting a framework is
only a first step
© Ambysoft Inc. AgileData.org AgileModeling.com 8
Strive to become a learning
organization
© Ambysoft Inc. AgileData.org AgileModeling.com 9
A learning organization is skilled at creating,
acquiring, and transferring knowledge, and at
modifying its behavior to reflect new
knowledge and insights.
David A. Garvin, HBR July 1993
Strive to become a
purposeful organization
© Ambysoft Inc. AgileData.org AgileModeling.com 10
A purposeful organization has a
collective goal that is genuinely in the
public’s good and in their own self
interest.
Peter Drucker, The Practice of
Management
Resource: https://Intersection.Group
Our Organizational
Environment
© Ambysoft Inc. AgileData.org AgileModeling.com 11
Top 7 Threats To Your Organization
© Ambysoft Inc. AgileData.org AgileModeling.com 12
1. Increasing pace of change
2. Increasing complexity
3. The great reshuffle
4. Climate change
5. Technical debt
6. Robotics and artificial intelligence (AI)
7. Transformation fatigue
Top 7 Opportunities For Your Organization
© Ambysoft Inc. AgileData.org AgileModeling.com 13
1. Increasing pace of change
2. Robotics and AI
3. The great reshuffle
4. Increasing holistic thinking
5. Increasing agility
6. New ways of working (WoW)
7. New ways of thinking (WoT)
Disciplined Agile
© Ambysoft Inc. AgileData.org AgileModeling.com 14
Disciplined Agile (DA) Architecture
© Ambysoft Inc. AgileData.org AgileModeling.com 15
Mindset
How do you think?
Your ways of thinking (WoT)
People
Who are you and how are
you organized?
Roles, Responsibilities,
Team Structures,
Organizational Structures
Flow
How do you
work
together?
Your
collaborative
way of
working
(WoW)
Practices
What do you
do?
Your detailed
WoW
Source: https://PMI.org/disciplined-agile/ip-architecture
Mindset: Beyond the Agile Manifesto
© Ambysoft Inc. AgileData.org AgileModeling.com 16
Principles
• Delight Customers
• Be Awesome
• Context Counts
• Choice is Good
• Optimize Flow
• Organize Around Offerings
• Enterprise Awareness
Promises
• Create Psychological Safety
• Embrace Diversity
• Accelerate Value Realization
• Collaborate Proactively
• Make Work Visible
• Make Workflow Visible
• Improve Predictability
• Keep Workloads Within Capacity
• Improve Continuously
Guidelines
• Validate our Learnings
• Apply Design Thinking
• Attend to Relationships Through Value
Stream
• Effective Environments That Foster Joy
• Change Culture By Improving the
System
• Semi-Autonomous Self-Organizing
Teams
• Adopt Measures to Improve
Outcomes
• Leverage and Enhance Organizational
Assets
Philosophies
Ways of thinking (WoT) specific to organizational domains (Marketing, Security, Enterprise Architecture, …)
Source: https://PMI.org/disciplined-agile/ip-architecture/waysofthinking
Practices: Choice is Good
© Ambysoft Inc. AgileData.org AgileModeling.com 17
Sources: https://PMI.org/disciplined-agile/ip-architecture/how-to-read-process-goal-diagrams
https://PMI.org/disciplined-agile/process/asset-management/asset-management-practices
Practices are contextual in nature
There is always multiple ways of doing
things
There is no such thing as a ”best practice”,
but in a given situation some practices tend
to be more effective (usually) than others
Fund (Asset)
Usage
Funded reuse/usage team
Asset-level funding
Team-based funding
No funding
Chargeback
Publish
Assets
Announce availability
Describe asset
Publish
Enterprise Scope: Organizational Domains
© Ambysoft Inc. AgileData.org AgileModeling.com 18
Marketing
Finance
Vendor
Mgmt
Enterprise
Arch.
Strategy
Source: https://PMI.org/disciplined-agile/ip-architecture/process-blades
The DA tool kit addresses all aspects of an enterprise
The tool kit is organized into organizational domains
called “process blades”
Each process blade is described in terms of:
• Mindset
• People
• Practices
• Flow
And many
more…
Governance
Team-Level
Improvement
© Ambysoft Inc. AgileData.org AgileModeling.com 19
Teams must choose their own WoW
© Ambysoft Inc. AgileData.org AgileModeling.com 20
Source: https://www.pmi.org/disciplined-agile/wow
1. Assess Your
Situation
2. Choose a
Lifecycle
3. Process
Tailoring
Workshop
4. Evolve Your
WoW
The DA tool kit captures many techniques for teams to choose and evolve their
own way of working (WoW).
Early in the life of a team Ongoing
Embrace the fact that teams are unique
© Ambysoft Inc. AgileData.org AgileModeling.com 21
You can do better than just “failing fast”
© Ambysoft Inc. AgileData.org AgileModeling.com 22
Guided Continuous
Improvement (GCI)
© Ambysoft Inc. AgileData.org AgileModeling.com 23
Source: https://www.pmi.org/disciplined-agile/gci
Plan
Do
Study
Act
• Identify issue
• Identify potential improvement using
the DA tool kit
• Identify how to measure success
• Run an experiment by
trying out the new WoW
• Measure to assess the effectiveness
• Adopt effective WoW
• Abandon ineffective WoW
• Share learnings with others
Measure Your Improvement
© Ambysoft Inc. AgileData.org AgileModeling.com 24
Organizational
Improvement
© Ambysoft Inc. AgileData.org AgileModeling.com 25
Organizational Improvement
© Ambysoft Inc. AgileData.org AgileModeling.com 26
The DA Transformation Strategy
© Ambysoft Inc. AgileData.org AgileModeling.com 27
Source: https://www.pmi.org/disciplined-agile/process/transformation
The aim of the transformation process blade is to provide advice for how to successfully run a “DA
transformation”.
Important: The goal is to learn how to thrive as an organization, not to adopt DA.
Assess
1
Improve
2
Thrive
3
Continuous Improvement Strategies in DA
© Ambysoft Inc. AgileData.org AgileModeling.com 28
Source: https://www.pmi.org/disciplined-agile/process/continuous-improvement
Communities
of Practice
(CoPs)
The aim of the continuous improvement process blade is to capture strategies that organizations can
apply to share their learnings across teams.
Centers of
Excellence
(CoEs)
Value stream
modeling
Root-cause
analysis
Open
spaces Hackathons
Measuring
improvement
And many
more…
Parting Advice
© Ambysoft Inc. AgileData.org AgileModeling.com 29
Your goal should be to become a purposeful, learning
organization
You can do this
It’s going to be hard work
The work will never end
Invest in your people: Get them trained in DA
30
Thank You!
© Ambysoft Inc. AgileData.org AgileModeling.com 31
• scott@scottambler.com
• Twitter: @scottwambler
• linkedin.com/in/sambler/
Consulting Methodologist
Ambysoft.com
Thought Leader
AgileData.org
Thought Leader
AgileModeling.com
Additional Slides
© Ambysoft Inc. AgileData.org AgileModeling.com 32
The Agile Data Mission
To share proven agile and lean strategies
for data initiatives.
Learn more at AgileData.org
© Ambysoft Inc. AgileData.org AgileModeling.com 33
The Agile Modeling Mission
To share proven and effective strategies for
modeling/mapping and documentation.
Learn more at AgileModeling.com
© Ambysoft Inc. AgileData.org AgileModeling.com 34

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Applying Disciplined Agile: Become a Learning Organization

  • 1. Applying Disciplined Agile Become a Learning Organization Scott W. Ambler Consulting Methodologist Ambysoft Inc. © Ambysoft Inc. AgileData.org AgileModeling.com 1
  • 2. Important Notice • “Disciplined Agile” is a registered trademark of Project Management Institute (PMI) • Disciplined Agile (DA) is owned, supported, and evolved by PMI • DA was originally created by Scott Ambler and Mark Lines • References to DA material are provided throughout this slide deck • The primary reference for DA is PMI.org/disciplined-agile • The advice provided in this presentation is based on the experience of Scott Ambler © Ambysoft Inc. AgileData.org AgileModeling.com 2 !
  • 3. Scott Ambler © Ambysoft Inc. AgileData.org AgileModeling.com 3 • scott@scottambler.com • Twitter: @scottwambler • linkedin.com/in/sambler/ Consulting Methodologist Ambysoft.com Thought Leader AgileData.org Thought Leader AgileModeling.com
  • 4. Agenda • Successful “agile transformations” • Our organizational environment • Disciplined Agile (DA) overview • Team-level improvement • Organizational improvement • Parting advice © Ambysoft Inc. AgileData.org AgileModeling.com 4
  • 5. Successful ”Agile Transformations” © Ambysoft Inc. AgileData.org AgileModeling.com 5
  • 6. Recognize that most “agile transformations” fail © Ambysoft Inc. AgileData.org AgileModeling.com 6
  • 7. Start where you are © Ambysoft Inc. AgileData.org AgileModeling.com 7
  • 8. Adopting a framework is only a first step © Ambysoft Inc. AgileData.org AgileModeling.com 8
  • 9. Strive to become a learning organization © Ambysoft Inc. AgileData.org AgileModeling.com 9 A learning organization is skilled at creating, acquiring, and transferring knowledge, and at modifying its behavior to reflect new knowledge and insights. David A. Garvin, HBR July 1993
  • 10. Strive to become a purposeful organization © Ambysoft Inc. AgileData.org AgileModeling.com 10 A purposeful organization has a collective goal that is genuinely in the public’s good and in their own self interest. Peter Drucker, The Practice of Management Resource: https://Intersection.Group
  • 11. Our Organizational Environment © Ambysoft Inc. AgileData.org AgileModeling.com 11
  • 12. Top 7 Threats To Your Organization © Ambysoft Inc. AgileData.org AgileModeling.com 12 1. Increasing pace of change 2. Increasing complexity 3. The great reshuffle 4. Climate change 5. Technical debt 6. Robotics and artificial intelligence (AI) 7. Transformation fatigue
  • 13. Top 7 Opportunities For Your Organization © Ambysoft Inc. AgileData.org AgileModeling.com 13 1. Increasing pace of change 2. Robotics and AI 3. The great reshuffle 4. Increasing holistic thinking 5. Increasing agility 6. New ways of working (WoW) 7. New ways of thinking (WoT)
  • 14. Disciplined Agile © Ambysoft Inc. AgileData.org AgileModeling.com 14
  • 15. Disciplined Agile (DA) Architecture © Ambysoft Inc. AgileData.org AgileModeling.com 15 Mindset How do you think? Your ways of thinking (WoT) People Who are you and how are you organized? Roles, Responsibilities, Team Structures, Organizational Structures Flow How do you work together? Your collaborative way of working (WoW) Practices What do you do? Your detailed WoW Source: https://PMI.org/disciplined-agile/ip-architecture
  • 16. Mindset: Beyond the Agile Manifesto © Ambysoft Inc. AgileData.org AgileModeling.com 16 Principles • Delight Customers • Be Awesome • Context Counts • Choice is Good • Optimize Flow • Organize Around Offerings • Enterprise Awareness Promises • Create Psychological Safety • Embrace Diversity • Accelerate Value Realization • Collaborate Proactively • Make Work Visible • Make Workflow Visible • Improve Predictability • Keep Workloads Within Capacity • Improve Continuously Guidelines • Validate our Learnings • Apply Design Thinking • Attend to Relationships Through Value Stream • Effective Environments That Foster Joy • Change Culture By Improving the System • Semi-Autonomous Self-Organizing Teams • Adopt Measures to Improve Outcomes • Leverage and Enhance Organizational Assets Philosophies Ways of thinking (WoT) specific to organizational domains (Marketing, Security, Enterprise Architecture, …) Source: https://PMI.org/disciplined-agile/ip-architecture/waysofthinking
  • 17. Practices: Choice is Good © Ambysoft Inc. AgileData.org AgileModeling.com 17 Sources: https://PMI.org/disciplined-agile/ip-architecture/how-to-read-process-goal-diagrams https://PMI.org/disciplined-agile/process/asset-management/asset-management-practices Practices are contextual in nature There is always multiple ways of doing things There is no such thing as a ”best practice”, but in a given situation some practices tend to be more effective (usually) than others Fund (Asset) Usage Funded reuse/usage team Asset-level funding Team-based funding No funding Chargeback Publish Assets Announce availability Describe asset Publish
  • 18. Enterprise Scope: Organizational Domains © Ambysoft Inc. AgileData.org AgileModeling.com 18 Marketing Finance Vendor Mgmt Enterprise Arch. Strategy Source: https://PMI.org/disciplined-agile/ip-architecture/process-blades The DA tool kit addresses all aspects of an enterprise The tool kit is organized into organizational domains called “process blades” Each process blade is described in terms of: • Mindset • People • Practices • Flow And many more… Governance
  • 19. Team-Level Improvement © Ambysoft Inc. AgileData.org AgileModeling.com 19
  • 20. Teams must choose their own WoW © Ambysoft Inc. AgileData.org AgileModeling.com 20 Source: https://www.pmi.org/disciplined-agile/wow 1. Assess Your Situation 2. Choose a Lifecycle 3. Process Tailoring Workshop 4. Evolve Your WoW The DA tool kit captures many techniques for teams to choose and evolve their own way of working (WoW). Early in the life of a team Ongoing
  • 21. Embrace the fact that teams are unique © Ambysoft Inc. AgileData.org AgileModeling.com 21
  • 22. You can do better than just “failing fast” © Ambysoft Inc. AgileData.org AgileModeling.com 22
  • 23. Guided Continuous Improvement (GCI) © Ambysoft Inc. AgileData.org AgileModeling.com 23 Source: https://www.pmi.org/disciplined-agile/gci Plan Do Study Act • Identify issue • Identify potential improvement using the DA tool kit • Identify how to measure success • Run an experiment by trying out the new WoW • Measure to assess the effectiveness • Adopt effective WoW • Abandon ineffective WoW • Share learnings with others
  • 24. Measure Your Improvement © Ambysoft Inc. AgileData.org AgileModeling.com 24
  • 25. Organizational Improvement © Ambysoft Inc. AgileData.org AgileModeling.com 25
  • 26. Organizational Improvement © Ambysoft Inc. AgileData.org AgileModeling.com 26
  • 27. The DA Transformation Strategy © Ambysoft Inc. AgileData.org AgileModeling.com 27 Source: https://www.pmi.org/disciplined-agile/process/transformation The aim of the transformation process blade is to provide advice for how to successfully run a “DA transformation”. Important: The goal is to learn how to thrive as an organization, not to adopt DA. Assess 1 Improve 2 Thrive 3
  • 28. Continuous Improvement Strategies in DA © Ambysoft Inc. AgileData.org AgileModeling.com 28 Source: https://www.pmi.org/disciplined-agile/process/continuous-improvement Communities of Practice (CoPs) The aim of the continuous improvement process blade is to capture strategies that organizations can apply to share their learnings across teams. Centers of Excellence (CoEs) Value stream modeling Root-cause analysis Open spaces Hackathons Measuring improvement And many more…
  • 29. Parting Advice © Ambysoft Inc. AgileData.org AgileModeling.com 29
  • 30. Your goal should be to become a purposeful, learning organization You can do this It’s going to be hard work The work will never end Invest in your people: Get them trained in DA 30
  • 31. Thank You! © Ambysoft Inc. AgileData.org AgileModeling.com 31 • scott@scottambler.com • Twitter: @scottwambler • linkedin.com/in/sambler/ Consulting Methodologist Ambysoft.com Thought Leader AgileData.org Thought Leader AgileModeling.com
  • 32. Additional Slides © Ambysoft Inc. AgileData.org AgileModeling.com 32
  • 33. The Agile Data Mission To share proven agile and lean strategies for data initiatives. Learn more at AgileData.org © Ambysoft Inc. AgileData.org AgileModeling.com 33
  • 34. The Agile Modeling Mission To share proven and effective strategies for modeling/mapping and documentation. Learn more at AgileModeling.com © Ambysoft Inc. AgileData.org AgileModeling.com 34