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Scaling: A patterns 
approach Nashville July 2014
CSPO v38 © Joe Little 2013 
Joe Little 
• Agile Coach & Trainer! 
• 20+ years in senior level consulting to well-known firms in New York, London and 
Charlotte! 
• Focus on delivery of Business Value; interest in Lean ! 
• CST & MBA (and CSM, CSPO, CSP)! 
• Was Senior Manager in Big 6 consulting! 
• Head of Kitty Hawk Consulting, Inc. since 1991! 
• Head of LeanAgileTraining.com! 
• Started trying to do [Agile] before reading The Mythical Man-Month! 
! 
– http://agileconsortium.blogspot.com 
– jhlittle@kittyhawkconsulting.com 
2
The key ideas 
1. Scaling means many things (we discuss the terms)! 
2. Not scaling may be an option! 
3. Scaling varies a lot (be flexible)! 
4. Scaling needs to have somewhat more complexity (but 
how much)! 
5. Each scaling situation is different (be flexible)
Key ideas - 2 
6. Do not make scaling heavier than it needs to be 
(patterns)! 
7. Scaling is hard to implement (iterative and 
incremental)! 
8. Not every good idea will work for you (patterns)! 
9. No one has a monopoly on good ideas (patterns)
Basic Terms 
❖ Agile in the large (Agile at scale)! 
❖ Scaling (***)! 
❖ Broader Agile Adoption! 
❖ Agile Transformation! 
❖ Cultural Change! 
❖ Distributed Agile or Scrum
ScrumPLOP 
❖ The Patterns movement —> 
Christopher Alexander, Architect! 
❖ Patterns are ideas that some people have found to work, 
and might work for you. YMMV! 
❖ They are not necessarily ‘best practices’, because we do 
not know from a distance that they will be ‘best’ in your 
situation.
ScrumPLOP.org - 1 
❖ Jim Coplien and Jeff Sutherland are the two main 
drivers.! 
❖ A work in process. Some others involved.! 
❖ Some patterns there are directly related to scaling.
ScrumPLOP - Sample Patterns1 
❖ Create Knowledge - optimization teams! 
❖ Chief Product Owner! 
❖ Oyatsu Jijna (Snack Shrine) - sharing ideas across teams! 
❖ Swarming: One piece continuous flow (Simpler version: 
Each team has only one ‘project’.)! 
❖ Organizational Sprint Pulse
ScrumPLOP - Sample Patterns2 
❖ Scrum of Scrums (and Scrum-of-Scrums-Master)! 
❖ Single Mediator (optimize channel between customers 
and team)! 
❖ Involve the Managers (“Little League baseball is a very 
good thing because it keeps the parents off the streets.” 
Yogi Berra)! 
❖ Visible Status (we: the scaled group needs a full sprint 
burndown chart)
Jeff Sutherland 
❖ Product Owner Team (CPO + PO’s)! 
❖ Note: “Product Owner Team” at ScrumPLOP is a 
somewhat different, or broader idea. More ‘some group’ 
supporting the PO. Maybe in scaling, a group 
supporting the CPO.
Ken Schwaber 
❖ Scrum of Scrums! 
❖ SoS Master! 
❖ Continuous Integration!! 
❖ The overhead of communication in scaling!
The ‘do not scale’ option 
❖ Get your 7 superstars in one ‘band’! 
❖ Get everyone else ‘out of the way’! 
❖ Let the thoroughbreds RUN!
LeSS 
❖ LeSS stands for “Large Scale Scrum”! 
❖ See: Scaling Lean and Agile Development by Craig 
Larman and Bas Vodde. ! 
❖ Many CSTs like it. (Larman and Vodde are CSTs.)
LeSS patterns1 
❖ Start with single Team scrum & understand! 
❖ Scaling is largely repeating the single Team pattern! 
❖ Feature teams (versus component teams)! 
❖ Let the Teams self-organize (self-create)! 
❖ Minimize ‘big release’ concepts, roles, functions
LeSS Patterns2 
❖ No standard (forced) process! 
❖ Minimal ‘external’ management! 
❖ Science Fair or Bazaar (for Demos)! 
❖ Add a Group part to Sprint Planning Meeting! 
❖ Team and Joint Retrospective! 
❖ Continuous Integration!
Catherine Louis 
❖ Science Fair
KISS 
❖ Scrum is hard.! 
❖ Scaling is hard (not matter how you do it).! 
❖ Why Scale with Scrum? (Lots of energy lost.)! 
❖ So….if we have to, but KISS.
Why KISS? 
❖ Avoids over-weight process! 
❖ More likely to be ‘appropriate to situation’! 
❖ Easier to diagnose any mis-matches! 
❖ Easier to implement! 
❖ Easier to learn (and all participants must learn what 
your scaling scheme is, to do it effectively)
Implement… 
❖ Iteratively and incrementally! 
❖ Via patterns! 
❖ Minimize resistance
Use patterns 
❖ Always think: YMMV! 
❖ Experiment…! 
❖ Iterative and incremental, one problem at a time.
Scaled Agile Framework (SAFe) 
❖ Dean Leffingwell & Co! 
❖ ScaledAgileFramework.com! 
❖ The Big Picture! 
❖ The SAFe people do talk some about patterns and 
implementing iteratively and incrementally. ! 
❖ In my opinion, not enough.
Scaled 
Agile 
Framework™ 
Big 
Picture
Comments 
❖ Wow. A BIG picture.! 
❖ Lots of wonderful ideas and patterns.! 
❖ It needs a glossary.! 
❖ Do you need all of this stuff?! 
❖ Are you ready for all of this stuff?! 
❖ Say ‘yes’ to both: How would you implement all of this 
stuff?
Summary 
❖ Some of you need to scale! 
❖ It is hard, but important (I have sympathy)! 
❖ Every situation is different! 
❖ I think patterns, done iteratively and incrementally, is 
the right approach.
❖ Joseph Little, MBA & CST! 
❖ LeanAgileTraining.com! 
❖ jhlittle@kittyhawkconsulting.com! 
❖ 917-887-1669! 
❖ We do workshops on Scaling, where we design changes 
with you.! 
❖ Happy to discuss Scaling later…

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Scaling july 2014 4.key

  • 1. Scaling: A patterns approach Nashville July 2014
  • 2. CSPO v38 © Joe Little 2013 Joe Little • Agile Coach & Trainer! • 20+ years in senior level consulting to well-known firms in New York, London and Charlotte! • Focus on delivery of Business Value; interest in Lean ! • CST & MBA (and CSM, CSPO, CSP)! • Was Senior Manager in Big 6 consulting! • Head of Kitty Hawk Consulting, Inc. since 1991! • Head of LeanAgileTraining.com! • Started trying to do [Agile] before reading The Mythical Man-Month! ! – http://agileconsortium.blogspot.com – jhlittle@kittyhawkconsulting.com 2
  • 3. The key ideas 1. Scaling means many things (we discuss the terms)! 2. Not scaling may be an option! 3. Scaling varies a lot (be flexible)! 4. Scaling needs to have somewhat more complexity (but how much)! 5. Each scaling situation is different (be flexible)
  • 4. Key ideas - 2 6. Do not make scaling heavier than it needs to be (patterns)! 7. Scaling is hard to implement (iterative and incremental)! 8. Not every good idea will work for you (patterns)! 9. No one has a monopoly on good ideas (patterns)
  • 5. Basic Terms ❖ Agile in the large (Agile at scale)! ❖ Scaling (***)! ❖ Broader Agile Adoption! ❖ Agile Transformation! ❖ Cultural Change! ❖ Distributed Agile or Scrum
  • 6. ScrumPLOP ❖ The Patterns movement —> Christopher Alexander, Architect! ❖ Patterns are ideas that some people have found to work, and might work for you. YMMV! ❖ They are not necessarily ‘best practices’, because we do not know from a distance that they will be ‘best’ in your situation.
  • 7. ScrumPLOP.org - 1 ❖ Jim Coplien and Jeff Sutherland are the two main drivers.! ❖ A work in process. Some others involved.! ❖ Some patterns there are directly related to scaling.
  • 8. ScrumPLOP - Sample Patterns1 ❖ Create Knowledge - optimization teams! ❖ Chief Product Owner! ❖ Oyatsu Jijna (Snack Shrine) - sharing ideas across teams! ❖ Swarming: One piece continuous flow (Simpler version: Each team has only one ‘project’.)! ❖ Organizational Sprint Pulse
  • 9. ScrumPLOP - Sample Patterns2 ❖ Scrum of Scrums (and Scrum-of-Scrums-Master)! ❖ Single Mediator (optimize channel between customers and team)! ❖ Involve the Managers (“Little League baseball is a very good thing because it keeps the parents off the streets.” Yogi Berra)! ❖ Visible Status (we: the scaled group needs a full sprint burndown chart)
  • 10. Jeff Sutherland ❖ Product Owner Team (CPO + PO’s)! ❖ Note: “Product Owner Team” at ScrumPLOP is a somewhat different, or broader idea. More ‘some group’ supporting the PO. Maybe in scaling, a group supporting the CPO.
  • 11. Ken Schwaber ❖ Scrum of Scrums! ❖ SoS Master! ❖ Continuous Integration!! ❖ The overhead of communication in scaling!
  • 12. The ‘do not scale’ option ❖ Get your 7 superstars in one ‘band’! ❖ Get everyone else ‘out of the way’! ❖ Let the thoroughbreds RUN!
  • 13. LeSS ❖ LeSS stands for “Large Scale Scrum”! ❖ See: Scaling Lean and Agile Development by Craig Larman and Bas Vodde. ! ❖ Many CSTs like it. (Larman and Vodde are CSTs.)
  • 14. LeSS patterns1 ❖ Start with single Team scrum & understand! ❖ Scaling is largely repeating the single Team pattern! ❖ Feature teams (versus component teams)! ❖ Let the Teams self-organize (self-create)! ❖ Minimize ‘big release’ concepts, roles, functions
  • 15. LeSS Patterns2 ❖ No standard (forced) process! ❖ Minimal ‘external’ management! ❖ Science Fair or Bazaar (for Demos)! ❖ Add a Group part to Sprint Planning Meeting! ❖ Team and Joint Retrospective! ❖ Continuous Integration!
  • 16. Catherine Louis ❖ Science Fair
  • 17. KISS ❖ Scrum is hard.! ❖ Scaling is hard (not matter how you do it).! ❖ Why Scale with Scrum? (Lots of energy lost.)! ❖ So….if we have to, but KISS.
  • 18. Why KISS? ❖ Avoids over-weight process! ❖ More likely to be ‘appropriate to situation’! ❖ Easier to diagnose any mis-matches! ❖ Easier to implement! ❖ Easier to learn (and all participants must learn what your scaling scheme is, to do it effectively)
  • 19. Implement… ❖ Iteratively and incrementally! ❖ Via patterns! ❖ Minimize resistance
  • 20. Use patterns ❖ Always think: YMMV! ❖ Experiment…! ❖ Iterative and incremental, one problem at a time.
  • 21. Scaled Agile Framework (SAFe) ❖ Dean Leffingwell & Co! ❖ ScaledAgileFramework.com! ❖ The Big Picture! ❖ The SAFe people do talk some about patterns and implementing iteratively and incrementally. ! ❖ In my opinion, not enough.
  • 23. Comments ❖ Wow. A BIG picture.! ❖ Lots of wonderful ideas and patterns.! ❖ It needs a glossary.! ❖ Do you need all of this stuff?! ❖ Are you ready for all of this stuff?! ❖ Say ‘yes’ to both: How would you implement all of this stuff?
  • 24. Summary ❖ Some of you need to scale! ❖ It is hard, but important (I have sympathy)! ❖ Every situation is different! ❖ I think patterns, done iteratively and incrementally, is the right approach.
  • 25. ❖ Joseph Little, MBA & CST! ❖ LeanAgileTraining.com! ❖ jhlittle@kittyhawkconsulting.com! ❖ 917-887-1669! ❖ We do workshops on Scaling, where we design changes with you.! ❖ Happy to discuss Scaling later…