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PMI	
  HOUSTON	
  
Shafiq	
  Jadallah	
  
Using	
  Scrum	
  to	
  Get	
  Things	
  Done	
  
Defini.on	
  of	
  Scrum	
  
•  Webster’s	
  
–  A	
  way	
  of	
  star.ng	
  play	
  again	
  (Rugby)	
  in	
  which	
  players	
  
from	
  each	
  team	
  come	
  together	
  and	
  try	
  to	
  get	
  control	
  
of	
  the	
  ball	
  
•  PMI	
  
–  A	
  subset	
  of	
  Agile	
  Project	
  Management	
  
–  Itera.ve	
  and	
  Incremental	
  project	
  delivery	
  using	
  
frequent	
  feedback	
  &	
  collabora.ve	
  decision-­‐making;	
  
three	
  pillars:	
  transparency,	
  inspec.on	
  and	
  adop.on	
  	
  
Not	
  All	
  IT	
  
•  PMBOK	
  and	
  majority	
  of	
  PMI	
  reference	
  is	
  
related	
  to	
  large	
  scale	
  IT	
  projects	
  
•  As	
  a	
  PMP	
  Non	
  IT	
  professional	
  –	
  have	
  used	
  
PMP	
  methodology	
  for	
  
– Con.nuous	
  improvement	
  projects	
  
– Change	
  within	
  departments	
  
– Construc.on	
  projects	
  
– Process	
  change	
  
•  Understand	
  how	
  Scrum	
  can	
  
show	
  up	
  in	
  daily	
  work	
  1	
  
•  Using	
  scrum	
  to	
  move	
  the	
  
game	
  forward 	
  	
  2	
  
•  Real	
  life	
  example	
  of	
  scrum	
  in	
  
ac.on	
  3	
  
Today’s	
  Overview	
  	
  
Scrum	
  in	
  daily	
  work	
  
Huddle	
  
Discuss	
  
Ac.ons	
  
Track	
  
Progress	
  
Huddle/
Review/
Adapt	
  
New	
  
Ac.ons	
  
Track	
  
Progress	
  
Tradi.onal	
  Approach	
  
•  Tradi.onal	
  Project	
  Path	
  for	
  Process	
  Change/
Improvement	
  
–  Gather	
  a	
  lot	
  of	
  people	
  into	
  a	
  room	
  and	
  interview	
  them	
  on	
  
who/what/how/when	
  
–  Team	
  goes	
  away	
  and	
  1	
  lucky	
  person	
  gets	
  to	
  draw	
  
everything	
  out	
  on	
  flowchart	
  
–  Reconvene	
  to	
  review/edit	
  (several	
  .mes)	
  
–  Output	
  =	
  “AS-­‐IS”	
  
–  Do	
  this	
  all	
  over	
  again	
  for	
  the	
  “TO-­‐BE”	
  
Tradi.onal	
  Approach	
  
•  Tradi.onal	
  Project	
  Path	
  for	
  Process	
  Change/
Improvement	
  
–  	
  Waterfall	
  methodology	
  is	
  slow	
  and	
  focuses	
  on	
  
requirements	
  gathering	
  
–  Business	
  today:	
  people	
  are	
  looking	
  for	
  quick	
  solu.ons	
  	
  
–  Good	
  versus	
  perfect	
  
–  Wai.ng	
  for	
  the	
  “silver	
  bullet”	
  solu.on	
  is	
  akin	
  to	
  wai.ng	
  
for	
  construc.on	
  on	
  290	
  to	
  finish	
  
–  The	
  only	
  ones	
  who	
  “get	
  it”	
  are	
  the	
  consultants	
  
–  So	
  what	
  to	
  do	
  while	
  the	
  Visio	
  Gurus	
  figure	
  out	
  how	
  to	
  
insert	
  every	
  shape	
  into	
  a	
  flowchart?	
  
Using	
  Scrum	
  Approach	
  
•  Huddle	
  subset	
  of	
  people	
  closet	
  to	
  a	
  specific	
  problem	
  
node	
  
•  Get	
  group	
  input	
  on	
  how	
  to	
  remove	
  bofleneck	
  in	
  process	
  	
  
•  Document	
  &	
  execute	
  
•  Track	
  improvement	
  	
  
•  Reconvene	
  in	
  5	
  days	
  
•  Adapt/adjust*	
  	
  
•  Repeat*	
  
•  Move	
  on	
  to	
  next	
  bofleneck	
  
*	
  If	
  necessary	
  
Case	
  Study:	
  Inventory	
  Management	
  
•  Situa.on	
  
–  No	
  inventory	
  count	
  in	
  over	
  2	
  
years	
  
–  Organiza.on	
  doesn’t	
  rely	
  on	
  
inv.	
  in	
  ERP	
  
–  Disjointed	
  processes	
  from	
  
ship	
  to	
  receive	
  
–  Average	
  turnaround	
  .me	
  to	
  
close	
  inventory	
  transac.on	
  
at	
  96	
  hours	
  
–  Frustra.on	
  among	
  Sales,	
  
Customer	
  Service,	
  
Warehouse	
  personnel	
  &	
  
Accoun.ng	
  
Case	
  Study:	
  Inventory	
  Management	
  
•  Analysis	
  of	
  processes	
  concluded	
  	
  
– Required	
  changes	
  to	
  accoun.ng	
  process	
  
– Required	
  ERP	
  development	
  	
  
– Required	
  changes	
  to	
  ship	
  &	
  receive	
  process	
  
– Physical	
  inventory	
  count	
  for	
  over	
  900	
  SKUs	
  
– All	
  changes	
  required	
  in	
  depth	
  process	
  revamp	
  
with	
  IT	
  development:	
  i.e.	
  months	
  to	
  get	
  resolved	
  
Case	
  Study:	
  Inventory	
  Management	
  
•  While	
  we	
  work	
  on	
  in	
  depth	
  process	
  revamp,	
  
company	
  has	
  immediate	
  need	
  to	
  get	
  reliable	
  
inventories	
  
•  Scrum	
  approach	
  is	
  being	
  used	
  
– Weekly	
  huddle	
  to	
  address	
  important	
  boflenecks	
  
towards	
  daily	
  visibility	
  
– Act/Track/Review/Adapt	
  or	
  Move	
  on	
  
– Documen.ng	
  all	
  changes	
  for	
  inclusion	
  in	
  “bigger	
  
process	
  improvement”	
  
Case	
  Study:	
  Inventory	
  Management	
  
•  Results	
  3	
  months	
  into	
  process	
  
– 10	
  documented	
  process	
  changes	
  
– Inventory	
  accuracy	
  up	
  to	
  82%	
  from	
  50%	
  	
  
– Reduced	
  inventory	
  transac.on	
  turnaround	
  .me	
  
to	
  24	
  hours	
  from	
  96	
  
– Most	
  important:	
  people	
  less	
  frustrated	
  because	
  
of	
  small,	
  tangible	
  improvements	
  that	
  show	
  up	
  in	
  
days	
  not	
  months	
  
Tools	
  for	
  Managing	
  the	
  Scrum	
  
QUESTIONS?	
  

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PMI Houston 5.16

  • 1. PMI  HOUSTON   Shafiq  Jadallah   Using  Scrum  to  Get  Things  Done  
  • 2. Defini.on  of  Scrum   •  Webster’s   –  A  way  of  star.ng  play  again  (Rugby)  in  which  players   from  each  team  come  together  and  try  to  get  control   of  the  ball   •  PMI   –  A  subset  of  Agile  Project  Management   –  Itera.ve  and  Incremental  project  delivery  using   frequent  feedback  &  collabora.ve  decision-­‐making;   three  pillars:  transparency,  inspec.on  and  adop.on    
  • 3. Not  All  IT   •  PMBOK  and  majority  of  PMI  reference  is   related  to  large  scale  IT  projects   •  As  a  PMP  Non  IT  professional  –  have  used   PMP  methodology  for   – Con.nuous  improvement  projects   – Change  within  departments   – Construc.on  projects   – Process  change  
  • 4. •  Understand  how  Scrum  can   show  up  in  daily  work  1   •  Using  scrum  to  move  the   game  forward    2   •  Real  life  example  of  scrum  in   ac.on  3   Today’s  Overview    
  • 5. Scrum  in  daily  work   Huddle   Discuss   Ac.ons   Track   Progress   Huddle/ Review/ Adapt   New   Ac.ons   Track   Progress  
  • 6. Tradi.onal  Approach   •  Tradi.onal  Project  Path  for  Process  Change/ Improvement   –  Gather  a  lot  of  people  into  a  room  and  interview  them  on   who/what/how/when   –  Team  goes  away  and  1  lucky  person  gets  to  draw   everything  out  on  flowchart   –  Reconvene  to  review/edit  (several  .mes)   –  Output  =  “AS-­‐IS”   –  Do  this  all  over  again  for  the  “TO-­‐BE”  
  • 7. Tradi.onal  Approach   •  Tradi.onal  Project  Path  for  Process  Change/ Improvement   –   Waterfall  methodology  is  slow  and  focuses  on   requirements  gathering   –  Business  today:  people  are  looking  for  quick  solu.ons     –  Good  versus  perfect   –  Wai.ng  for  the  “silver  bullet”  solu.on  is  akin  to  wai.ng   for  construc.on  on  290  to  finish   –  The  only  ones  who  “get  it”  are  the  consultants   –  So  what  to  do  while  the  Visio  Gurus  figure  out  how  to   insert  every  shape  into  a  flowchart?  
  • 8. Using  Scrum  Approach   •  Huddle  subset  of  people  closet  to  a  specific  problem   node   •  Get  group  input  on  how  to  remove  bofleneck  in  process     •  Document  &  execute   •  Track  improvement     •  Reconvene  in  5  days   •  Adapt/adjust*     •  Repeat*   •  Move  on  to  next  bofleneck   *  If  necessary  
  • 9. Case  Study:  Inventory  Management   •  Situa.on   –  No  inventory  count  in  over  2   years   –  Organiza.on  doesn’t  rely  on   inv.  in  ERP   –  Disjointed  processes  from   ship  to  receive   –  Average  turnaround  .me  to   close  inventory  transac.on   at  96  hours   –  Frustra.on  among  Sales,   Customer  Service,   Warehouse  personnel  &   Accoun.ng  
  • 10. Case  Study:  Inventory  Management   •  Analysis  of  processes  concluded     – Required  changes  to  accoun.ng  process   – Required  ERP  development     – Required  changes  to  ship  &  receive  process   – Physical  inventory  count  for  over  900  SKUs   – All  changes  required  in  depth  process  revamp   with  IT  development:  i.e.  months  to  get  resolved  
  • 11. Case  Study:  Inventory  Management   •  While  we  work  on  in  depth  process  revamp,   company  has  immediate  need  to  get  reliable   inventories   •  Scrum  approach  is  being  used   – Weekly  huddle  to  address  important  boflenecks   towards  daily  visibility   – Act/Track/Review/Adapt  or  Move  on   – Documen.ng  all  changes  for  inclusion  in  “bigger   process  improvement”  
  • 12. Case  Study:  Inventory  Management   •  Results  3  months  into  process   – 10  documented  process  changes   – Inventory  accuracy  up  to  82%  from  50%     – Reduced  inventory  transac.on  turnaround  .me   to  24  hours  from  96   – Most  important:  people  less  frustrated  because   of  small,  tangible  improvements  that  show  up  in   days  not  months  
  • 13. Tools  for  Managing  the  Scrum