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Agile Planning

September Central Indiana MPUG
          Matt Block
Quick Introduction
    Developer by trade
      – CS Major from Purdue (Go Boilers!)
      – Developer at large manufacturing company
    Development Manager
      – Small software company
      – Introduced Agile
    Product Manager/Product Owner
      – Sounded good at the time 
    Development Manager
      – Large Software company
      – Leading Agile Transformation
    AgileIndy – Founding Member/Organizer

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Agenda
 Agile           Planning – Common Myths
      – Agile means no plans
      – You can’t do fixed date projects in agile
 Agile           Release Planning – An Overview




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AGILE MEANS NO PLANS


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The Agile Manifesto
                 Individuals and
                                   over   Processes and Tools
                   Interactions



                                   over     Comprehensive
               Working Software
                                            Documentation


                   Customer        over       Contract
                  Collaboration              Negotiation


                  Responding to
                                   over    Following a Plan
                     Change


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Agile Teams Plan Constantly
 “Plans are nothing;           planning is everything.”
      – Dwight D. Eisenhower
 “I      plan to re-plan”
      – Popular agile t-shirt




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Levels of Planning in Agile
                           Strategy


                          Portfolio


                           Product              • 1-2 times per year
                                        • Product evolution over time
                           Release              • 3-4 times per year
                                             • Feature/Date tradeoffs
                          Iteration                • Every 2-4 weeks
                                       • What will fit in this iteration?
                                                        • Every day
                            Daily     • How to complete comittement


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Planning in Scrum




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We Can’t Know Everything Up Front




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Agile is Iterative




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Accuracy vs. Precision
 Plans            must be accurate, gain precision over
     time
      – We’ll be done in Q3.
      – We’ll be done in September.
      – We’ll be done on September 10.
 Precision is expensive,           and more likely to be
  wrong.
 While both accuracy and precision are
  desirable, accuracy is much more valuable.
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Development Block, LLC
YOU CAN’T DO FIXED DATE
   PROJECTS IN AGILE
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The Agile Manifesto
                 Individuals and
                                   over   Processes and Tools
                   Interactions



                                   over     Comprehensive
               Working Software
                                            Documentation


                   Customer        over       Contract
                  Collaboration              Negotiation


                  Responding to
                                   over    Following a Plan
                     Change


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Development Block, LLC
Planning in Scrum
                                             Fixed Date!




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Fixed Dates in Scrum




                                                Fixed Date


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What About Utilization?
                         “Attempts to force non-deterministic
                         systems to operate at greater than 80%
                         efficiency will cause short bursts of
                         stabilization followed by extreme
                         periods of destructive and unpredictable
                         variations from that goal.”
                                             - W. Edwards Deming




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The Iron Triangle
                                                 Quality is part of scope
                         Scope
                                                  – It is built in from the
                                                    beginning, not “tested
                                                    in” at the end.
                                                 Value is part of scope
                                                  – Higher value items are
                                                    delivered sooner
                                                 “Depth” is part of scope
    Cost                           Schedule
                                                  – Do you need a Porsche
                                                    or will a Kia do?

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The Release Burndown
                          Release Burndown   Release Date
600



500



400



300



200



100



 0




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RELEASE PLANNING IN AGILE


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Levels of Planning in Agile
                           Strategy


                          Portfolio


                           Product              • 1-2 times per year
                                        • Product evolution over time
                           Release              • 3-4 times per year
                                             • Feature/Date tradeoffs
                          Iteration                • Every 2-4 weeks
                                       • What will fit in this iteration?
                                                        • Every day
                            Daily     • How to complete comittement


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Development Block, LLC
What is It?
 Usually                trying to answer questions like…
      – How much can be done by a given date?
      – When can this set of features be shipped?
      – How many teams do we need working on this
        project?




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What is Needed?
 Prioritized,           estimated backlog
      – High level estimates from the team that will likely
        do the work.
      – Prioritized by business value.
 Velocity
      – Average amount of work a given team can
        complete in a given sprint.
      – Usually use the previous 8 – 12 sprints.

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Velocity?
 Agile   teams usually use relative estimates, not
     precise estimates
      – This feature is about the same as that one.
      – Often expressed as Story Points using a modified
        Fibonacci sequence (1, 2, 3, 5, 8, 13, 20, 40, … )
A     team’s Velocity is the sum of the story
     points for all of the user stories/features that
     are completed in a sprint

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Getting Confidence Intervals
 We can     obtain the 90% confidence intervals
     using a team’s historical velocity values from
     recent sprints.
              24            Sort the velocities from the
              26             previous 9 sprints.
              28            Throw out the highest and lowest.
              28
                            The remaining highest and lowest
              30
                             is your 90% confidence range.
              30
              31
                            www.mountaingoatsoftware.com
              32
                             has good tools to help with this
              35


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Development Block, LLC
Using Confidence Intervals
 Apply     the confidence intervals to your backlog
     to get a better idea of how much work will be
     done by a given date.


                         We will almost certainly get here (8x26)

                         At our median velocity, we’ll get here (8x30)

                         The most we could realistically expect is here (8x32)



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Using Confidence Intervals
 Apply    the confidence intervals to your backlog
     to determine when a given set of features will
     be done.
      – We will almost definitely be done in 20 sprints
        (500 / 26)
      – At our median velocity, we will be done in 17
        sprints (500 / 30)
      – The best we could realistically expect is to be done
        in 16 sprints (200 / 32)
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Burndown with Confidence!
                         Release Burndown   Release Date
600



500



400



300



200



100



 0




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Credits and References
 Mike            Cohn
      – http://www.mountaingoatsoftware.com
      – Blog, Books, Articles, Presentations
      – Agile Estimating and Planning, Succeeding with
        Agile
      – Portions of this presentation were taken from his
        redistributable Introduction to Scrum presentation



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Contact Information
 Matt            Block
      – Email: matt@developmentblock.com
      – Blog: http://www.developmentblock.com
 AgileIndy
      – Meetup: http://www.meetup.com/agileindy/
      – Meet 2nd Wednesday @ 5:30




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Agile Planning

  • 1. Agile Planning September Central Indiana MPUG Matt Block
  • 2. Quick Introduction  Developer by trade – CS Major from Purdue (Go Boilers!) – Developer at large manufacturing company  Development Manager – Small software company – Introduced Agile  Product Manager/Product Owner – Sounded good at the time   Development Manager – Large Software company – Leading Agile Transformation  AgileIndy – Founding Member/Organizer Copyright © 2012 2 Development Block, LLC
  • 3. Agenda  Agile Planning – Common Myths – Agile means no plans – You can’t do fixed date projects in agile  Agile Release Planning – An Overview Copyright © 2012 3 Development Block, LLC
  • 4. AGILE MEANS NO PLANS Copyright © 2012 4 Development Block, LLC
  • 5. The Agile Manifesto Individuals and over Processes and Tools Interactions over Comprehensive Working Software Documentation Customer over Contract Collaboration Negotiation Responding to over Following a Plan Change Copyright © 2012 5 Development Block, LLC
  • 6. Agile Teams Plan Constantly  “Plans are nothing; planning is everything.” – Dwight D. Eisenhower  “I plan to re-plan” – Popular agile t-shirt Copyright © 2012 6 Development Block, LLC
  • 7. Levels of Planning in Agile Strategy Portfolio Product • 1-2 times per year • Product evolution over time Release • 3-4 times per year • Feature/Date tradeoffs Iteration • Every 2-4 weeks • What will fit in this iteration? • Every day Daily • How to complete comittement Copyright © 2012 7 Development Block, LLC
  • 8. Planning in Scrum Copyright © 2012 8 Development Block, LLC
  • 9. We Can’t Know Everything Up Front Copyright © 2012 9 Development Block, LLC
  • 10. Agile is Iterative Copyright © 2012 10 Development Block, LLC
  • 11. Accuracy vs. Precision  Plans must be accurate, gain precision over time – We’ll be done in Q3. – We’ll be done in September. – We’ll be done on September 10.  Precision is expensive, and more likely to be wrong.  While both accuracy and precision are desirable, accuracy is much more valuable. Copyright © 2012 11 Development Block, LLC
  • 12. YOU CAN’T DO FIXED DATE PROJECTS IN AGILE Copyright © 2012 12 Development Block, LLC
  • 13. The Agile Manifesto Individuals and over Processes and Tools Interactions over Comprehensive Working Software Documentation Customer over Contract Collaboration Negotiation Responding to over Following a Plan Change Copyright © 2012 13 Development Block, LLC
  • 14. Planning in Scrum Fixed Date! Copyright © 2012 14 Development Block, LLC
  • 15. Fixed Dates in Scrum Fixed Date Copyright © 2012 15 Development Block, LLC
  • 16. What About Utilization? “Attempts to force non-deterministic systems to operate at greater than 80% efficiency will cause short bursts of stabilization followed by extreme periods of destructive and unpredictable variations from that goal.” - W. Edwards Deming Copyright © 2012 16 Development Block, LLC
  • 17. The Iron Triangle  Quality is part of scope Scope – It is built in from the beginning, not “tested in” at the end.  Value is part of scope – Higher value items are delivered sooner  “Depth” is part of scope Cost Schedule – Do you need a Porsche or will a Kia do? Copyright © 2012 17 Development Block, LLC
  • 18. The Release Burndown Release Burndown Release Date 600 500 400 300 200 100 0 Copyright © 2012 18 Development Block, LLC
  • 19. RELEASE PLANNING IN AGILE Copyright © 2012 19 Development Block, LLC
  • 20. Levels of Planning in Agile Strategy Portfolio Product • 1-2 times per year • Product evolution over time Release • 3-4 times per year • Feature/Date tradeoffs Iteration • Every 2-4 weeks • What will fit in this iteration? • Every day Daily • How to complete comittement Copyright © 2012 20 Development Block, LLC
  • 21. What is It?  Usually trying to answer questions like… – How much can be done by a given date? – When can this set of features be shipped? – How many teams do we need working on this project? Copyright © 2012 21 Development Block, LLC
  • 22. What is Needed?  Prioritized, estimated backlog – High level estimates from the team that will likely do the work. – Prioritized by business value.  Velocity – Average amount of work a given team can complete in a given sprint. – Usually use the previous 8 – 12 sprints. Copyright © 2012 22 Development Block, LLC
  • 23. Velocity?  Agile teams usually use relative estimates, not precise estimates – This feature is about the same as that one. – Often expressed as Story Points using a modified Fibonacci sequence (1, 2, 3, 5, 8, 13, 20, 40, … ) A team’s Velocity is the sum of the story points for all of the user stories/features that are completed in a sprint Copyright © 2012 23 Development Block, LLC
  • 24. Getting Confidence Intervals  We can obtain the 90% confidence intervals using a team’s historical velocity values from recent sprints. 24  Sort the velocities from the 26 previous 9 sprints. 28  Throw out the highest and lowest. 28  The remaining highest and lowest 30 is your 90% confidence range. 30 31  www.mountaingoatsoftware.com 32 has good tools to help with this 35 Copyright © 2012 24 Development Block, LLC
  • 25. Using Confidence Intervals  Apply the confidence intervals to your backlog to get a better idea of how much work will be done by a given date. We will almost certainly get here (8x26) At our median velocity, we’ll get here (8x30) The most we could realistically expect is here (8x32) Copyright © 2012 25 Development Block, LLC
  • 26. Using Confidence Intervals  Apply the confidence intervals to your backlog to determine when a given set of features will be done. – We will almost definitely be done in 20 sprints (500 / 26) – At our median velocity, we will be done in 17 sprints (500 / 30) – The best we could realistically expect is to be done in 16 sprints (200 / 32) Copyright © 2012 26 Development Block, LLC
  • 27. Burndown with Confidence! Release Burndown Release Date 600 500 400 300 200 100 0 Copyright © 2012 27 Development Block, LLC
  • 28. Credits and References  Mike Cohn – http://www.mountaingoatsoftware.com – Blog, Books, Articles, Presentations – Agile Estimating and Planning, Succeeding with Agile – Portions of this presentation were taken from his redistributable Introduction to Scrum presentation Copyright © 2012 28 Development Block, LLC
  • 29. Contact Information  Matt Block – Email: matt@developmentblock.com – Blog: http://www.developmentblock.com  AgileIndy – Meetup: http://www.meetup.com/agileindy/ – Meet 2nd Wednesday @ 5:30 Copyright © 2012 29 Development Block, LLC