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10 Years of Big Room Planning

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This talk uses Rally’s long experience of Big Room Planning (BRP) ceremonies to define why BRP is a powerful technique when working on a Team of Teams

While this method is very similar to the ceremony in SAFe, it is entirely consumable without buying the whole SAFe cake.

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10 Years of Big Room Planning

  1. 1. 10 Years of Big Room Planning 19 April 2018 Martin Burns Senior Principal Transformation Consultant Enterprise Plumber @MartinBurnsSCO
  2. 2. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO
  3. 3. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Deadly Context Warning DO NOT do Big Room Planning If this is your whole product org Photo: Wikimedia
  4. 4. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Vision Roadmap Release Iteration Day Long-Range Planning Mid-Range Planning Short-Range Planning
  5. 5. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO © 2016 CA. ALL RIGHTS RESERVED.
  6. 6. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Mid-Range Planning is CORE to Agility at Scale
  7. 7. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO © 2016 CA. ALL RIGHTS RESERVED.
  8. 8. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO
  9. 9. @MartinBurnsSCO Purpose
  10. 10. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO What is life like without release planning?
  11. 11. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Which of these is eating your budget? What % of budget? 1. Dependencies that block 2. Risks that explode 3. Unrealistic plans 4. Unstaffed priorities 5. Frequent pivots 6. Lack of commitment 7. Late delivery
  12. 12. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO
  13. 13. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO If you can’t deliver on your strategy, it doesn’t matter how good your strategy is.
  14. 14. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO “95% of a company’s employees are unaware of, or do not understand, its strategy.” — Harvard Business School
  15. 15. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO
  16. 16. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO How Many Decisions? How Fast? …..Reducing ‘DiP’
  17. 17. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO
  18. 18. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Running a BRP
  19. 19. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Planning Flow
  20. 20. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO DAY 1 DAY 2 VISION CONTEXT
  21. 21. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Vision + Context • Business context • Product or solution focus • Architecture, tooling, and practices
  22. 22. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO DAY 1 DAY 2 VISION CONTEXT TEAM BREAKOUTS
  23. 23. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Team Breakouts • Teams breakout and plan • Draft plan reviews • Management review and problem solving
  24. 24. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO
  25. 25. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Huddle Frequently © 2016 CA. ALL RIGHTS RESERVED.
  26. 26. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Closing with Leadership Day 1 © 2016 CA. ALL RIGHTS RESERVED.
  27. 27. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO DAY 1 DAY 2 VISION CONTEXT ADJUSTMENTS RISKS DEPENDENCIES TEAM BREAKOUTS
  28. 28. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Adjustments, Risks, Dependencies • Adjustments to plan • Team breakouts • Final plan review
  29. 29. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO DAY 1 DAY 2 VISION CONTEXT ADJUSTMENTS RISKS DEPENDENCIES TEAM BREAKOUTS SHARED COMMITMENT
  30. 30. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Shared Commitment • Addressing risks: ROAM • Commitment vote • (Refine the plan) • Retrospective
  31. 31. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO © 2016 CA. ALL RIGHTS RESERVED.
  32. 32. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Getting Ready…
  33. 33. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Logistics Tips • A large enough space, with ‘breathing room’ - well stocked with supplies • Order healthy food; it’s a long day & is seen as an investment in the time together. Good food makes a real difference – Corollary: blood sugar often dips; candy for the tables helps a lot • Different coloured stickies for different things; try to be able to read at a distance • Chat or group messaging for all participants to run cross-community comms • Strong, accessible WiFi to handle all the connections • A/V set up and thoroughly tested in advance • Fund a bar tab for the end of day one while Mgt Review is taking place.
  34. 34. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO “Next Release” Planning Calendar 3 Next Quarter High Level Pass- 9 weeks 4 Initiatives broken down into Features to present to sizing team- 8 weeks 5 Features Estimates Due, Next Q Roadmap Review with Leadership- 7 weeks 6 The Why Kickoff with all of Engineering- 6 weeks 7 Features to Teams. Feature Estimates Finalized- 5 weeks 9 Story Breakdowns Begin / UX Mockups for Stories- 3 weeks 10 Roadmap Plan 3rd Draft. User Story estimates with Iterations/Quarterly R&D Demo - 2 Weeks 12 Big Room Planning Hackathon Demo/Quarterly R&D RetrospectiveWeek Of 11
  35. 35. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Results…
  36. 36. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO What are organisations (our customers) saying? We wish we’d done it sooner We delivered earlier than expected Silos are broken down Quantity & Quality of collaborations go up More objectives met; with fewer heroics People are happier Increased decisions made in real time
  37. 37. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO
  38. 38. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO What are participants saying? Source: 1 word surveys in an organization that moved from Big Phone Planning to Big Room Planning, before and after word clouds. Larger text: more frequently used
  39. 39. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO © 2016 CA. ALL RIGHTS RESERVED.
  40. 40. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Mid-Range Planning is CORE to Agility at Scale
  41. 41. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Cost: 2% (per meeting) Opportunity Cost..? Priceless
  42. 42. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Make the INVESTMENT
  43. 43. Copyright © 2017 CA. All rights reserved. @MartinBurnsSCO Summary of Learning Points 1. Linking strategy to execution is critical for Agility at Scale 1. Context matters – BRP is for Team of Teams+ delivery organisations 2. Holistic thinking, focused on value realisation gives better results 2. BRP gives better, more reliable plans faster, with happier people, who are more committed to execution. 3. We drink our own Prosecco; BRP is a long-standing CA/Rally method that we use for our own products and with customers
  44. 44. Senior Principal Transformation Consultant Martin.Burns@ca.com Martin Burns @ca_agile Slideshare.net/CAinc Linkedin.com/company/ca-technologies ca.com Enterprise Plumber

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