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Scaling Scrum
3 CONTINENTS ● 6 LOCATIONS ● 150 TEAM MEMBERS
Ravi Verma
THE ORG WHISPERER
© SmoothApps 2012
2www.synerzip.com 22
© SmoothApps 2012
Agenda
• Why
• What
• When
• How
• Q&A
3www.synerzip.com 33
© SmoothApps 2012
Why
• Typical SW Org
Scrum is a
means to an
end…
4www.synerzip.com 44
© SmoothApps 2012
Why
• Change is painful
Especially for leaders
• Share proven techniques
Suggest short cuts
• Reduce your pain, anxiety
“Recapture the magic
of making software”
5www.synerzip.com 55
© SmoothApps 2012
What
• Context…
$1B Marketing Company
New CIO, Sr. Dir.
•Full on IT Transformation
•Believers in Agile
Engaged as Agile Coach
6www.synerzip.com 66
© SmoothApps 2012
What
• 3 Continents
• 6 Locations
US(3), UK(1), India(2)
2 Outsourcing / Offshoring vendors
• ~150 Team Members
• ~9 Months
7www.synerzip.com 77
© SmoothApps 2012
When
• Jul: Assessment
• Aug: Pilot, 2 teams
• Sep: 5 teams
• Oct: 11 teams
• Nov: 15 teams (consolidated to 13 later)
• Dec: Business Training
• Jan: Transition Training
• Feb: Coaching, support
• Mar: Roll-off
8www.synerzip.com 88
© SmoothApps 2012
How
• Compass: Point to destination
• Dashboard: Progress, corrections
• Framework: Organize the journey
9www.synerzip.com 99
© SmoothApps 2012
8 Steps for
Scaling Agile
•Caveats…
Not sequential
Not universal
Helped me stay organized
Tweak / Make your own
10www.synerzip.com 1010
© SmoothApps 2012
1. Gap Assessment
• Starting Point
Low process→No process
Heavily adjusted Scrum on 1 team
Some familiarity with basics of Scrum
Skepticism, concerns
11www.synerzip.com 1111
© SmoothApps 2012
1. Gap Assessment
• 14 Interviews…
How do things work now?
What are the challenges?
How can we make things better?
12www.synerzip.com 1212
© SmoothApps 2012
1. Gap Assessment
Group
→
Level ↓
PM BA Dev QA DBA
Sys
Integ.
Support
CIO
Sr. Dir.
Dir.
Sr. Mgr.
Mgr.
Lead
Indiv.
Contrib.
Locations
L1
L2
L3
L4
L5
L6
• 14 Interviews (month 1 only)
13www.synerzip.com 1313
© SmoothApps 2012
1. Gap Assessment
• Business: ROI? Process?
• CIO: Partnership with Business
• Sr. Dir: Project velocity, release plans
• Dir: D2D loading / what-if analysis
• Mgr: Too many changes, burn out
• Dev: To-do? Integration nightmare
• QA: Test what?
14www.synerzip.com 1414
© SmoothApps 2012
• Common patterns
• 10 point compass
1. Single Process
2. Predictability
3. Visibility
4. Loading
5. What-If
2. Compass
6. Estimation
7. KT
8. Quality
9. Technical Debt
10.Business Delight
15www.synerzip.com 1515
© SmoothApps 2012
3. Proposal
• Thin wrapper on Scrum
• Cross functional teams
Primary & Backup Scrum Master
Included BA/PO, Dev, QA
Included offshore team members – Vendor 1
• ScrumBut’s
Vendor 2 could not participate
Teams along tech. boundaries
16www.synerzip.com 1616
© SmoothApps 2012
3. Proposal
• 4 week sprints
Monthly Sprint Planning, Demo
Weekly Backlog grooming – 60 minutes
Daily Scrums – 9:00 AM to 9:15 AM*
•ScrumBut: Some resistance (MWF)
Daily SOS – 10:00 AM to 10:25 AM*
* +45/35 min break-outs if needed
17www.synerzip.com 1717
© SmoothApps 2012
3. Proposal
• Backlog
One Enterprise proj. backlog
• Ranking by directors
• Stored in online tool
Separate team features backlogs
• Decomposed by BA’s
• Stored in Excel / SharePoint
X-Team feat. alignment at SOS
18www.synerzip.com 1818
© SmoothApps 2012
3. Proposal
• Cross Team Dependencies
From: Receiving Scrum Team
To: Providing Scrum Team
Provide: Deliverable
By: Required Date
• Identified: Backlog Grooming
• Posted: SharePoint / Chatter
• Alignment: 1x1 between SMs / SOS, PO
• Confirmation: SOS Sprint Planning
19www.synerzip.com 1919
© SmoothApps 2012
4. Pilot
• 2 Teams…
Team 1: 2 locations (US)
Team 2: 2 Locations (US, India)
• High urgency
Stop talking, start doing
“Fake it till you make it!”
• Powerful retros
20www.synerzip.com 2020
© SmoothApps 2012
5. Expansion
• 2 to 13 in 3 phases
• Training:
Intro to Scrum
Brown Bags
•Letter, Science, Spirit of Scrum
•Agile Estimation & Planning
•Reviews (Demos) & Retros
•Expert Panel
21www.synerzip.com 2121
© SmoothApps 2012
5. Expansion
• Team adjustments…
SalesForce Chatter SOS Group
Outlook Shared Calendar
Scrums: Daily
SOS: M/W/F
Tool: At Task
22www.synerzip.com 2222
© SmoothApps 2012
• Monthly CIO Review
• 10 dimensions / 4 ratings
Categories:
Ratings:
FE
Dashboard
3 A’s
Assessment
Argument For
Adjustment
6. Reporting
Planning Poker
3 C’s…
Card
Conversation
Confirmation
BE ME EE
0 1 2 3
23www.synerzip.com 2323
© SmoothApps 2012
6. Reporting
1. Single Process
2. Predictability
3. Visibility
4. Loading
5. What-If
6. Estimation
7. KT
8. Quality
9. Tech Debt
10. Biz. Delight
?? ?
BE
ME
BE
BE
BE
BE
BE
Objective Comments
FE
FE
FE
FE
BE
FE
FE
FE
BE
DecJul#
ME
BE
Jan
ME
ME
FE
ME
BE
BE
BE
BE BE
?
ME
BE
Feb
ME
BE
BE
ME
BE
BE
ME
?
Mar
BE
ME
ME
EE
ME
ME
ME
BE
ME
24www.synerzip.com 2424
© SmoothApps 2012
6. Reporting
• Total Scores:
10 x (0 to 3) → 0 to 30
25www.synerzip.com 2525
© SmoothApps 2012
7. Optimization
• Formal Business Training
• Book Club
Lean Software Development
Value Stream Mapping
• Advisory Council
Self Management with
subtle control
26www.synerzip.com 2626
© SmoothApps 2012
7. Optimization
• Proposed metrics…
Quality:
Productivity:
Predictability:
# of defects in production
–Decrease by ‘x’% over ‘y’ sprints
# of features in 3 Sprints
–Increase by ‘x’% over ‘y’ sprints
# of features delivered
# of features forecast
–Increase by ‘x’% over ‘y’ sprints
27www.synerzip.com 2727
© SmoothApps 2012
8. Transition
• Training SOS scrum
masters
• Facilitating discussions
• Gradual ramp-down
• Roll-off
28www.synerzip.com 2828
© SmoothApps 2012
Recap
• Compass: Point to destination
• Dashboard: Progress, corrections
• Framework: Organize the journey
29www.synerzip.com 2929
© SmoothApps 2012
Recap
• 8 Steps for
Scaling Agile
5. Expansion
6. Reporting
7. Optimization
8. Transition
1. Gap Assessment
2. Compass
3. Proposal
4. Pilot
30www.synerzip.com 3030
© SmoothApps 2012
•Caveats…
Not sequential
Not universal
Helped me stay organized
Tweak / Make your own
Recap
31www.synerzip.com 3131
© SmoothApps 2012
• Business: ROI? Process?
• CIO: Partnership with Business
• Sr. Dir: When do we finish?
• Dir: D2D loading / what-if analysis
• Mgr: Too many changes, burn out
• Dev: To-do? Integration nightmare
• QA: Test what?
Pain
32www.synerzip.com 3232
© SmoothApps 2012
• Business: 1 Process. Backlog. Demo.
• CIO: Tools to partner with Business
• Sr. Dir: Project velocity, release plans
• Dir: Backlogs, grooming, swapping
• Mgr: Swap in/out, 40 hrs/week
• Dev: Sprint Planning
• QA: Sprint Planning
Benefits
33www.synerzip.com 3333
© SmoothApps 2012
Takeaway’s
• Scrum scales!
But it isn’t easy
Not DIY for most
Get professional help
•Preferably from outside
•Without baggage / axe to grind
•Not distracted by day-job
34www.synerzip.com 3434
© SmoothApps 2012
Takeaway’s
• Consider training, experience
in…
Scaling Scrum
Leading full life cycle SW delivery
Offshoring / Outsourcing
Leading change
Developing leaders
Managing conflict
Business fundamentals
35www.synerzip.com 3535
© SmoothApps 2012
SmoothApps
• Speaking Engagements
Networking groups
On-site presentations
Brown Bags
• Coaching Agile:
• Building Teams
• Developing Leaders
• Leading Change
Contact
Ravi.Verma@SmoothApps.com
www.SmoothApps.com
http://linkedin.com/in/smoothapps
http://twitter.com/smoothapps
Fire-drills→Freedom
Deadlocks→Dead-on
Tech→People
Resist→Exploit
36www.synerzip.com 36
© SmoothApps 2012
www.synerzip.com
Hemant Elhence
hemant@synerzip.com
469.322.0349
Questions?
37www.synerzip.com 3737
© SmoothApps 2012
Synerzip in a Nut-shell
1. Software product development partner for small/mid-
sized technology companies
• Exclusive focus on small/mid-sized technology companies, typically
venture-backed companies in growth phase
• By definition, all Synerzip work is the IP of its respective clients
• Deep experience in full SDLC – design, dev, QA/testing, deployment
2. Dedicated team of high caliber software
professionals for each client
• Seamlessly extends client’s local team, offering full transparency
• Stable teams with very low turn-over
• NOT just “staff augmentation”, but provide full mgmt support
3. Actually reduces risk of development/delivery
• Experienced team - uses appropriate level of engineering discipline
• Practices Agile development – responsive, yet disciplined
4. Reduces cost – dual-shore team, 50% cost advantage
5. Offers long term flexibility – allows (facilitates) taking
offshore team captive – aka ““““BOT”””” option
38www.synerzip.com 3838
© SmoothApps 2012
Our Clients
39www.synerzip.com 39
© SmoothApps 2012
39
Call Us for a Free Consultation!
www.synerzip.com
Hemant Elhence
hemant@synerzip.com
469.322.0349
Thanks!

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Scaling Scrum (A case-study on scaling scrum to a team of 150 engineers, 6 locations, 3 continents)

  • 1. 1www.synerzip.com 1 Scaling Scrum 3 CONTINENTS ● 6 LOCATIONS ● 150 TEAM MEMBERS Ravi Verma THE ORG WHISPERER © SmoothApps 2012
  • 2. 2www.synerzip.com 22 © SmoothApps 2012 Agenda • Why • What • When • How • Q&A
  • 3. 3www.synerzip.com 33 © SmoothApps 2012 Why • Typical SW Org Scrum is a means to an end…
  • 4. 4www.synerzip.com 44 © SmoothApps 2012 Why • Change is painful Especially for leaders • Share proven techniques Suggest short cuts • Reduce your pain, anxiety “Recapture the magic of making software”
  • 5. 5www.synerzip.com 55 © SmoothApps 2012 What • Context… $1B Marketing Company New CIO, Sr. Dir. •Full on IT Transformation •Believers in Agile Engaged as Agile Coach
  • 6. 6www.synerzip.com 66 © SmoothApps 2012 What • 3 Continents • 6 Locations US(3), UK(1), India(2) 2 Outsourcing / Offshoring vendors • ~150 Team Members • ~9 Months
  • 7. 7www.synerzip.com 77 © SmoothApps 2012 When • Jul: Assessment • Aug: Pilot, 2 teams • Sep: 5 teams • Oct: 11 teams • Nov: 15 teams (consolidated to 13 later) • Dec: Business Training • Jan: Transition Training • Feb: Coaching, support • Mar: Roll-off
  • 8. 8www.synerzip.com 88 © SmoothApps 2012 How • Compass: Point to destination • Dashboard: Progress, corrections • Framework: Organize the journey
  • 9. 9www.synerzip.com 99 © SmoothApps 2012 8 Steps for Scaling Agile •Caveats… Not sequential Not universal Helped me stay organized Tweak / Make your own
  • 10. 10www.synerzip.com 1010 © SmoothApps 2012 1. Gap Assessment • Starting Point Low process→No process Heavily adjusted Scrum on 1 team Some familiarity with basics of Scrum Skepticism, concerns
  • 11. 11www.synerzip.com 1111 © SmoothApps 2012 1. Gap Assessment • 14 Interviews… How do things work now? What are the challenges? How can we make things better?
  • 12. 12www.synerzip.com 1212 © SmoothApps 2012 1. Gap Assessment Group → Level ↓ PM BA Dev QA DBA Sys Integ. Support CIO Sr. Dir. Dir. Sr. Mgr. Mgr. Lead Indiv. Contrib. Locations L1 L2 L3 L4 L5 L6 • 14 Interviews (month 1 only)
  • 13. 13www.synerzip.com 1313 © SmoothApps 2012 1. Gap Assessment • Business: ROI? Process? • CIO: Partnership with Business • Sr. Dir: Project velocity, release plans • Dir: D2D loading / what-if analysis • Mgr: Too many changes, burn out • Dev: To-do? Integration nightmare • QA: Test what?
  • 14. 14www.synerzip.com 1414 © SmoothApps 2012 • Common patterns • 10 point compass 1. Single Process 2. Predictability 3. Visibility 4. Loading 5. What-If 2. Compass 6. Estimation 7. KT 8. Quality 9. Technical Debt 10.Business Delight
  • 15. 15www.synerzip.com 1515 © SmoothApps 2012 3. Proposal • Thin wrapper on Scrum • Cross functional teams Primary & Backup Scrum Master Included BA/PO, Dev, QA Included offshore team members – Vendor 1 • ScrumBut’s Vendor 2 could not participate Teams along tech. boundaries
  • 16. 16www.synerzip.com 1616 © SmoothApps 2012 3. Proposal • 4 week sprints Monthly Sprint Planning, Demo Weekly Backlog grooming – 60 minutes Daily Scrums – 9:00 AM to 9:15 AM* •ScrumBut: Some resistance (MWF) Daily SOS – 10:00 AM to 10:25 AM* * +45/35 min break-outs if needed
  • 17. 17www.synerzip.com 1717 © SmoothApps 2012 3. Proposal • Backlog One Enterprise proj. backlog • Ranking by directors • Stored in online tool Separate team features backlogs • Decomposed by BA’s • Stored in Excel / SharePoint X-Team feat. alignment at SOS
  • 18. 18www.synerzip.com 1818 © SmoothApps 2012 3. Proposal • Cross Team Dependencies From: Receiving Scrum Team To: Providing Scrum Team Provide: Deliverable By: Required Date • Identified: Backlog Grooming • Posted: SharePoint / Chatter • Alignment: 1x1 between SMs / SOS, PO • Confirmation: SOS Sprint Planning
  • 19. 19www.synerzip.com 1919 © SmoothApps 2012 4. Pilot • 2 Teams… Team 1: 2 locations (US) Team 2: 2 Locations (US, India) • High urgency Stop talking, start doing “Fake it till you make it!” • Powerful retros
  • 20. 20www.synerzip.com 2020 © SmoothApps 2012 5. Expansion • 2 to 13 in 3 phases • Training: Intro to Scrum Brown Bags •Letter, Science, Spirit of Scrum •Agile Estimation & Planning •Reviews (Demos) & Retros •Expert Panel
  • 21. 21www.synerzip.com 2121 © SmoothApps 2012 5. Expansion • Team adjustments… SalesForce Chatter SOS Group Outlook Shared Calendar Scrums: Daily SOS: M/W/F Tool: At Task
  • 22. 22www.synerzip.com 2222 © SmoothApps 2012 • Monthly CIO Review • 10 dimensions / 4 ratings Categories: Ratings: FE Dashboard 3 A’s Assessment Argument For Adjustment 6. Reporting Planning Poker 3 C’s… Card Conversation Confirmation BE ME EE 0 1 2 3
  • 23. 23www.synerzip.com 2323 © SmoothApps 2012 6. Reporting 1. Single Process 2. Predictability 3. Visibility 4. Loading 5. What-If 6. Estimation 7. KT 8. Quality 9. Tech Debt 10. Biz. Delight ?? ? BE ME BE BE BE BE BE Objective Comments FE FE FE FE BE FE FE FE BE DecJul# ME BE Jan ME ME FE ME BE BE BE BE BE ? ME BE Feb ME BE BE ME BE BE ME ? Mar BE ME ME EE ME ME ME BE ME
  • 24. 24www.synerzip.com 2424 © SmoothApps 2012 6. Reporting • Total Scores: 10 x (0 to 3) → 0 to 30
  • 25. 25www.synerzip.com 2525 © SmoothApps 2012 7. Optimization • Formal Business Training • Book Club Lean Software Development Value Stream Mapping • Advisory Council Self Management with subtle control
  • 26. 26www.synerzip.com 2626 © SmoothApps 2012 7. Optimization • Proposed metrics… Quality: Productivity: Predictability: # of defects in production –Decrease by ‘x’% over ‘y’ sprints # of features in 3 Sprints –Increase by ‘x’% over ‘y’ sprints # of features delivered # of features forecast –Increase by ‘x’% over ‘y’ sprints
  • 27. 27www.synerzip.com 2727 © SmoothApps 2012 8. Transition • Training SOS scrum masters • Facilitating discussions • Gradual ramp-down • Roll-off
  • 28. 28www.synerzip.com 2828 © SmoothApps 2012 Recap • Compass: Point to destination • Dashboard: Progress, corrections • Framework: Organize the journey
  • 29. 29www.synerzip.com 2929 © SmoothApps 2012 Recap • 8 Steps for Scaling Agile 5. Expansion 6. Reporting 7. Optimization 8. Transition 1. Gap Assessment 2. Compass 3. Proposal 4. Pilot
  • 30. 30www.synerzip.com 3030 © SmoothApps 2012 •Caveats… Not sequential Not universal Helped me stay organized Tweak / Make your own Recap
  • 31. 31www.synerzip.com 3131 © SmoothApps 2012 • Business: ROI? Process? • CIO: Partnership with Business • Sr. Dir: When do we finish? • Dir: D2D loading / what-if analysis • Mgr: Too many changes, burn out • Dev: To-do? Integration nightmare • QA: Test what? Pain
  • 32. 32www.synerzip.com 3232 © SmoothApps 2012 • Business: 1 Process. Backlog. Demo. • CIO: Tools to partner with Business • Sr. Dir: Project velocity, release plans • Dir: Backlogs, grooming, swapping • Mgr: Swap in/out, 40 hrs/week • Dev: Sprint Planning • QA: Sprint Planning Benefits
  • 33. 33www.synerzip.com 3333 © SmoothApps 2012 Takeaway’s • Scrum scales! But it isn’t easy Not DIY for most Get professional help •Preferably from outside •Without baggage / axe to grind •Not distracted by day-job
  • 34. 34www.synerzip.com 3434 © SmoothApps 2012 Takeaway’s • Consider training, experience in… Scaling Scrum Leading full life cycle SW delivery Offshoring / Outsourcing Leading change Developing leaders Managing conflict Business fundamentals
  • 35. 35www.synerzip.com 3535 © SmoothApps 2012 SmoothApps • Speaking Engagements Networking groups On-site presentations Brown Bags • Coaching Agile: • Building Teams • Developing Leaders • Leading Change Contact Ravi.Verma@SmoothApps.com www.SmoothApps.com http://linkedin.com/in/smoothapps http://twitter.com/smoothapps Fire-drills→Freedom Deadlocks→Dead-on Tech→People Resist→Exploit
  • 36. 36www.synerzip.com 36 © SmoothApps 2012 www.synerzip.com Hemant Elhence hemant@synerzip.com 469.322.0349 Questions?
  • 37. 37www.synerzip.com 3737 © SmoothApps 2012 Synerzip in a Nut-shell 1. Software product development partner for small/mid- sized technology companies • Exclusive focus on small/mid-sized technology companies, typically venture-backed companies in growth phase • By definition, all Synerzip work is the IP of its respective clients • Deep experience in full SDLC – design, dev, QA/testing, deployment 2. Dedicated team of high caliber software professionals for each client • Seamlessly extends client’s local team, offering full transparency • Stable teams with very low turn-over • NOT just “staff augmentation”, but provide full mgmt support 3. Actually reduces risk of development/delivery • Experienced team - uses appropriate level of engineering discipline • Practices Agile development – responsive, yet disciplined 4. Reduces cost – dual-shore team, 50% cost advantage 5. Offers long term flexibility – allows (facilitates) taking offshore team captive – aka ““““BOT”””” option
  • 39. 39www.synerzip.com 39 © SmoothApps 2012 39 Call Us for a Free Consultation! www.synerzip.com Hemant Elhence hemant@synerzip.com 469.322.0349 Thanks!