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The nuts and bolts

Agile                    of Agile practices,
                             terms and


Primer
                              metrics




  www.rallydev.com	
                                                               1
                             ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
What	
  is	
  All	
  the	
  Buzz	
  About?	
  
•  Agile	
  is	
  documented	
  to	
  help	
  large	
  projects	
  cut	
  @me-­‐to-­‐
   market	
  by	
  50%	
  and	
  increase	
  produc@vity	
  by	
  25%	
  
•  It	
  shares	
  values	
  with	
  Lean	
  manufacturing	
  to	
  promote:	
  	
  
       –  disciplined	
  project	
  management	
  
       –  frequent	
  inspect	
  and	
  adapt	
  cycles	
  that	
  minimize	
  waste	
  
       –  self-­‐organizing,	
  cross-­‐func@onal	
  teams	
  that	
  make	
  and	
  meet	
  
          commitments	
  
       –  engineering	
  prac@ces	
  that	
  rapidly	
  deliver	
  high-­‐quality	
  
          so4ware	
                                                       It	
  is	
  common	
  to	
  combine	
  
          	
                                                              Scrum	
  project	
  
                                                                          management	
  prac@ces	
  

	
                                                                                      with	
  Extreme	
  
                                                                                        Programming	
  (XP)	
  
                                                                                        engineering	
  prac@ces	
  


                www.rallydev.com	
                                                                                                           2
                                                                                       ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
What	
  Makes	
  Agile	
  Development	
  So	
  Different?	
  
       Agile	
  projects	
  build	
  so4ware	
  incrementally,	
  typically	
  using	
  short	
  itera@ons	
  of	
  	
  
          1-­‐4	
  weeks,	
  to	
  keep	
  development	
  aligned	
  with	
  changing	
  business	
  needs	
  

So,	
  instead	
  of	
  a	
  single	
  pass,	
  6-­‐18	
  month	
  release	
  that	
  
predicts	
  all	
  requirements	
  and	
  risks	
  up	
  front	
  …	
  




Agile	
  adapts	
  to	
  frequent	
  feedback	
  by	
  delivering	
  working,	
  
tested	
  code	
  every	
  1-­‐4	
  week	
  itera@on	
  




                 www.rallydev.com	
                                                                                                                      3
                                                                                                   ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
Agile	
  Rewards	
  Value	
  Delivery	
  	
  
                         over	
  Illusion	
  of	
  Control	
  
                              Waterfall	
                                                  Agile	
  
  Fixed                                Scope                               Resources                                         Time



                                                                                      AdapDve	
  
                                                                                       Rewarded	
  for	
  	
  
                                                                                      delivering	
  value	
  
                                                                                                 	
  


                               PredicDve	
  
                           Rewarded	
  for	
  providing	
  
                             illusion	
  of	
  control	
  


Estimated          Resources                                Time                                Scope

             Early	
  scope	
  commitment	
  drives	
  cost	
  &	
      Scope	
  is	
  es@mated	
  and	
  allowed	
  to	
  evolve	
  to	
  
             schedule	
  es@mates.	
  	
  But	
  needs	
  change	
       stay	
  aligned	
  with	
  needs.	
  Teams	
  commit	
  to	
  
              faster	
  than	
  so4ware	
  can	
  be	
  delivered.
                                                                 	
        always	
  work	
  on	
  highest	
  value	
  features  	
  
            www.rallydev.com	
                                                                                                                                4
                                                                                                        ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
The	
  Structure	
  of	
  Each	
  Agile	
  Team	
  is	
  Similar	
  

                                                                                                        The	
  ScrumMaster	
  is	
  a	
  facilita@ve	
  
                                                                                                        team	
  leader	
  who	
  ensures	
  the	
  team	
  is	
  
                                                                                                        fully	
  	
  produc@ve	
  so	
  they	
  can	
  make	
  
                                                                                                        and	
  meet	
  commitments.	
  
                                                                                                        Responsibili@es	
  include:	
  
                                                                                                        • Enable	
  close	
  coopera@on	
  across	
  all	
  
                                                                                                        roles	
  and	
  func@ons	
  
                                                                                                        • Remove	
  blocks	
  and	
  shield	
  the	
  team	
  
                                                                                                        from	
  disturbances	
  	
  
                                                                                                        • 	
  Work	
  with	
  management	
  to	
  track	
  
                                                                                                        progress	
  and	
  re-­‐factor	
  structures	
  &	
  
                                                                                                        processes	
  of	
  the	
  organiza@on	
  
The	
  Product	
  Owner	
  drives	
  the	
  product	
  from	
  the	
  business	
  perspec@ve.	
  	
     • Ensure	
  Agile s	
  inspect	
  and	
  adapt	
  
Responsibili@es	
  include:	
                                                                           processes	
  are	
  followed,	
  including	
  
• Define	
  the	
  requirements	
  and	
  priori@ze	
  their	
  value	
  
                                                                                                        Daily	
  Stand-­‐ups,	
  Planning	
  Mee@ngs,	
  
• Determine	
  the	
  release	
  date	
  and	
  content;	
  	
  
• Lead	
  the	
  itera@on	
  and	
  release	
  planning	
  mee@ngs	
                                    Demo	
  Reviews	
  and	
  Retrospec@ves.	
  
• Ensure	
  the	
  team	
  is	
  always	
  working	
  on	
  the	
  most	
  valuable	
  	
  
requirements	
  	
  
• Accept	
  or	
  reject	
  work	
  results	
  of	
  each	
  itera@on



                            www.rallydev.com	
                                                                                                                           5
                                                                                                                   ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
Agile	
  Scales	
  by	
  ReplicaDng	
  Agile	
  Teams	
  
                                        Team-­‐of-­‐Teams	
  	
  
We	
  don t	
  increase	
              Program	
  Steering	
  
Agile	
  team	
  size!	
  
                                                                                         Portfolio Mgt &
	
                                                                                        Governance
Instead,	
  we	
  grow	
  
our	
  disciplines	
  to	
  
synchronize	
  many	
  
distributed	
  teams.	
                                                                                Release Mgt

                                     Mul@-­‐Team	
  Program	
  
                                                                                           Architecture
                                                                                             Council


                                                                              Agile	
  improves	
  
                                                                    collabora@on	
  across	
  all	
  
                                                                           roles	
  with	
  greater	
  
                                                                    transparency	
  into	
  work	
  
                                                                      	
  in	
  progress,	
  quality,	
  
                                                                      readiness	
  and	
  costs.	
  


              www.rallydev.com	
                                                                                                6
                                                                          ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
A	
  Team	
  Works	
  in	
  IteraDons	
  to	
  Deliver	
  User	
  Stories	
  




                                  The	
  team	
  plans	
  stories	
  into	
  their	
  itera@on	
  based	
  on	
  each	
  story s	
  
                                  priority	
  and	
  size.	
  	
  	
  
                                 The	
  team	
  uses	
  their	
  velocity	
  (how	
  much	
  they	
  get	
  done	
  
                                  	
  
                                 per	
  itera@on),	
  to	
  decide	
  how	
  much	
  scope	
  to	
  plan	
  into	
  the	
  
                                 itera@on.	
  



          www.rallydev.com	
                                                                                                                             7
                                                                                                   ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
User	
  Story	
  is	
  a	
  	
  Requirement	
  from	
  the	
  User s	
  
                                 PerspecDve	
  
                                               During	
  release	
  planning,	
  user	
  
                                               stories	
  are	
  given	
  a	
  rough	
  size	
  
                                               esDmate	
  using	
  a	
  rela?ve	
  scale	
  
                                               like	
  points.	
  	
  	
  

                                               Later,	
  during	
  itera@on	
  
                                               planning,	
  we ll	
  break	
  the	
  story	
  
                                               down	
  into	
  tasks.	
  

                                               Agile	
  is	
  very	
  disciplined	
  about	
  
                                               producing	
  useful,	
  realis@c	
  
                                               es@mates.	
  Make	
  sure	
  you	
  
    As a buyer, I want to have                 check	
  out	
  the	
  	
  "Es@ma@on"	
  
     my shipping information                   Slideshow	
  in	
  this	
  series	
  for	
  a	
  
   confirmed so I get a chance                 thorough	
  introduc@on.	
  	
  
      to correct any errors



       www.rallydev.com	
                                                                                                 8
                                                                    ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
Stories	
  are	
  Implemented	
  by	
  Tasks	
  


	
  Real	
  work	
  is	
  more	
  granular	
  
than	
  stories.	
  Each	
  story	
  is	
  
really	
  a	
  collec@on	
  of	
  Tasks.	
  
We	
  wait	
  to	
  break	
  stories	
  into	
  
tasks	
  un@l	
  the	
  story	
  is	
  
planned	
  for	
  the	
  current	
  
itera@on.	
  	
  Elabora@ng	
  details	
  
just-­‐in-­‐?me	
  takes	
  advantage	
  
of	
  learning	
  and	
  feedback.	
  
Tasks	
  are	
  es@mated	
  in	
  hours,	
  
typically	
  sized	
  between	
  2-­‐12	
  
hours.	
  




       www.rallydev.com	
                                                                                9
                                                   ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
Stories	
  are	
  Validated	
  with	
  Acceptance	
  Tests	
  




    www.rallydev.com	
                                                                               10
                                                 ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
When	
  is	
  a	
  Story	
  Done?	
  




                                   Teams	
  determine	
  what	
  done	
  means.	
  
                                   Criteria	
  can	
  include:	
  
                                         – 	
  all	
  tasks	
  completed	
  (dev,	
  test,	
  doc,	
  etc.)	
  
                                         – 	
  all	
  acceptance	
  tests	
  running	
  and	
  passing	
  
                                         – 	
  zero	
  open	
  defects	
  
                                         – 	
  accepted	
  by	
  the	
  Product	
  Owner	
  
                                         – 	
  could	
  be	
  delivered	
  to	
  users	
  
www.rallydev.com	
                                                                                                                    11
                                                                                  ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
Agile	
  Metrics	
  Make	
  Progress	
  Visible	
  




www.rallydev.com	
                                                                              12
                                            ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
Quick	
  Glossary	
  of	
  Some	
  Agile	
  Terms	
  
User	
  Story:	
  A	
  simple	
  expression	
  of	
  a	
  requirement,	
  commonly	
  in	
  the	
  form	
  of:	
  As	
  a	
  <User	
  Role>	
  I	
  want	
  
<Func@onality>	
  so	
  that	
  <Business	
  Value>	
  	
  
    	
  
Task:	
  A	
  single	
  unit	
  of	
  work	
  that	
  helps	
  a	
  Story	
  reach	
  delivery/acceptance	
  
    	
  
EsDmaDng:	
  Gauging	
  the	
  rela?ve	
  size	
  of	
  a	
  User	
  Story	
  in	
  points,	
  and/or	
  the	
  number	
  of	
  hours	
  to	
  
complete	
  a	
  task	
  
    	
  
Ranked	
  Backlog:	
  A	
  list	
  of	
  User	
  Stories	
  priori@zed	
  by	
  importance/	
  value	
  to	
  the	
  customer	
  
        	
  
Velocity:	
  The	
  rate	
  at	
  which	
  a	
  team	
  completes	
  work,	
  usually	
  measured	
  in	
  story	
  points.	
  	
  Used	
  to	
  decide	
  
how	
  many	
  stories	
  to	
  plan	
  into	
  the	
  release.	
  
       	
  
Release	
  Planning:	
  Es@mate	
  stories	
  in	
  points,	
  and	
  select	
  and	
  rank	
  them	
  in	
  order	
  to	
  sa@sfy	
  the	
  release	
  
condi@ons	
  of	
  schedule,	
  scope	
  and	
  resources.	
  Agile	
  teams	
  respond	
  to	
  feedback	
  and	
  typically	
  adjust	
  
scope	
  to	
  meet	
  the	
  release	
  theme	
  and	
  date.	
  
       	
  
IteraDon	
  Planning:	
  Select	
  stories	
  to	
  be	
  delivered	
  by	
  the	
  itera@on	
  deadline,	
  detail	
  their	
  acceptance	
  
criteria	
  and	
  es@mate	
  their	
  tasks	
  in	
  hours.	
  	
  
       	
  
Commitment:	
  En@re	
  team	
  commits	
  to	
  the	
  itera@on	
  stories	
  and	
  schedule	
  	
  

                     www.rallydev.com	
                                                                                                                                     13
                                                                                                                        ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  
Next	
  Steps	
  

•  View	
  these	
  other	
  Agile	
  Planning	
  guides:	
  
   www.rallydev.com/learn_agile/agile_planning/	
  
    –  Agile	
  Es@ma@ng	
  
    –  Release	
  Planning	
  
    –  Itera@on	
  Planning	
  




     www.rallydev.com	
                                                                                       14
                                                          ©	
  2009	
  Rally	
  So4ware	
  Development,	
  Inc.	
  

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Agile Primer: The Nuts and Bolts of Agile Practices, Terms and Metrics

  • 1. The nuts and bolts Agile of Agile practices, terms and Primer metrics www.rallydev.com   1 ©  2009  Rally  So4ware  Development,  Inc.  
  • 2. What  is  All  the  Buzz  About?   •  Agile  is  documented  to  help  large  projects  cut  @me-­‐to-­‐ market  by  50%  and  increase  produc@vity  by  25%   •  It  shares  values  with  Lean  manufacturing  to  promote:     –  disciplined  project  management   –  frequent  inspect  and  adapt  cycles  that  minimize  waste   –  self-­‐organizing,  cross-­‐func@onal  teams  that  make  and  meet   commitments   –  engineering  prac@ces  that  rapidly  deliver  high-­‐quality   so4ware   It  is  common  to  combine     Scrum  project   management  prac@ces     with  Extreme   Programming  (XP)   engineering  prac@ces   www.rallydev.com   2 ©  2009  Rally  So4ware  Development,  Inc.  
  • 3. What  Makes  Agile  Development  So  Different?   Agile  projects  build  so4ware  incrementally,  typically  using  short  itera@ons  of     1-­‐4  weeks,  to  keep  development  aligned  with  changing  business  needs   So,  instead  of  a  single  pass,  6-­‐18  month  release  that   predicts  all  requirements  and  risks  up  front  …   Agile  adapts  to  frequent  feedback  by  delivering  working,   tested  code  every  1-­‐4  week  itera@on   www.rallydev.com   3 ©  2009  Rally  So4ware  Development,  Inc.  
  • 4. Agile  Rewards  Value  Delivery     over  Illusion  of  Control   Waterfall   Agile   Fixed Scope Resources Time AdapDve   Rewarded  for     delivering  value     PredicDve   Rewarded  for  providing   illusion  of  control   Estimated Resources Time Scope Early  scope  commitment  drives  cost  &   Scope  is  es@mated  and  allowed  to  evolve  to   schedule  es@mates.    But  needs  change   stay  aligned  with  needs.  Teams  commit  to   faster  than  so4ware  can  be  delivered.   always  work  on  highest  value  features   www.rallydev.com   4 ©  2009  Rally  So4ware  Development,  Inc.  
  • 5. The  Structure  of  Each  Agile  Team  is  Similar   The  ScrumMaster  is  a  facilita@ve   team  leader  who  ensures  the  team  is   fully    produc@ve  so  they  can  make   and  meet  commitments.   Responsibili@es  include:   • Enable  close  coopera@on  across  all   roles  and  func@ons   • Remove  blocks  and  shield  the  team   from  disturbances     •   Work  with  management  to  track   progress  and  re-­‐factor  structures  &   processes  of  the  organiza@on   The  Product  Owner  drives  the  product  from  the  business  perspec@ve.     • Ensure  Agile s  inspect  and  adapt   Responsibili@es  include:   processes  are  followed,  including   • Define  the  requirements  and  priori@ze  their  value   Daily  Stand-­‐ups,  Planning  Mee@ngs,   • Determine  the  release  date  and  content;     • Lead  the  itera@on  and  release  planning  mee@ngs   Demo  Reviews  and  Retrospec@ves.   • Ensure  the  team  is  always  working  on  the  most  valuable     requirements     • Accept  or  reject  work  results  of  each  itera@on www.rallydev.com   5 ©  2009  Rally  So4ware  Development,  Inc.  
  • 6. Agile  Scales  by  ReplicaDng  Agile  Teams   Team-­‐of-­‐Teams     We  don t  increase   Program  Steering   Agile  team  size!   Portfolio Mgt &   Governance Instead,  we  grow   our  disciplines  to   synchronize  many   distributed  teams.   Release Mgt Mul@-­‐Team  Program   Architecture Council Agile  improves   collabora@on  across  all   roles  with  greater   transparency  into  work    in  progress,  quality,   readiness  and  costs.   www.rallydev.com   6 ©  2009  Rally  So4ware  Development,  Inc.  
  • 7. A  Team  Works  in  IteraDons  to  Deliver  User  Stories   The  team  plans  stories  into  their  itera@on  based  on  each  story s   priority  and  size.       The  team  uses  their  velocity  (how  much  they  get  done     per  itera@on),  to  decide  how  much  scope  to  plan  into  the   itera@on.   www.rallydev.com   7 ©  2009  Rally  So4ware  Development,  Inc.  
  • 8. User  Story  is  a    Requirement  from  the  User s   PerspecDve   During  release  planning,  user   stories  are  given  a  rough  size   esDmate  using  a  rela?ve  scale   like  points.       Later,  during  itera@on   planning,  we ll  break  the  story   down  into  tasks.   Agile  is  very  disciplined  about   producing  useful,  realis@c   es@mates.  Make  sure  you   As a buyer, I want to have check  out  the    "Es@ma@on"   my shipping information Slideshow  in  this  series  for  a   confirmed so I get a chance thorough  introduc@on.     to correct any errors www.rallydev.com   8 ©  2009  Rally  So4ware  Development,  Inc.  
  • 9. Stories  are  Implemented  by  Tasks    Real  work  is  more  granular   than  stories.  Each  story  is   really  a  collec@on  of  Tasks.   We  wait  to  break  stories  into   tasks  un@l  the  story  is   planned  for  the  current   itera@on.    Elabora@ng  details   just-­‐in-­‐?me  takes  advantage   of  learning  and  feedback.   Tasks  are  es@mated  in  hours,   typically  sized  between  2-­‐12   hours.   www.rallydev.com   9 ©  2009  Rally  So4ware  Development,  Inc.  
  • 10. Stories  are  Validated  with  Acceptance  Tests   www.rallydev.com   10 ©  2009  Rally  So4ware  Development,  Inc.  
  • 11. When  is  a  Story  Done?   Teams  determine  what  done  means.   Criteria  can  include:   –   all  tasks  completed  (dev,  test,  doc,  etc.)   –   all  acceptance  tests  running  and  passing   –   zero  open  defects   –   accepted  by  the  Product  Owner   –   could  be  delivered  to  users   www.rallydev.com   11 ©  2009  Rally  So4ware  Development,  Inc.  
  • 12. Agile  Metrics  Make  Progress  Visible   www.rallydev.com   12 ©  2009  Rally  So4ware  Development,  Inc.  
  • 13. Quick  Glossary  of  Some  Agile  Terms   User  Story:  A  simple  expression  of  a  requirement,  commonly  in  the  form  of:  As  a  <User  Role>  I  want   <Func@onality>  so  that  <Business  Value>       Task:  A  single  unit  of  work  that  helps  a  Story  reach  delivery/acceptance     EsDmaDng:  Gauging  the  rela?ve  size  of  a  User  Story  in  points,  and/or  the  number  of  hours  to   complete  a  task     Ranked  Backlog:  A  list  of  User  Stories  priori@zed  by  importance/  value  to  the  customer     Velocity:  The  rate  at  which  a  team  completes  work,  usually  measured  in  story  points.    Used  to  decide   how  many  stories  to  plan  into  the  release.     Release  Planning:  Es@mate  stories  in  points,  and  select  and  rank  them  in  order  to  sa@sfy  the  release   condi@ons  of  schedule,  scope  and  resources.  Agile  teams  respond  to  feedback  and  typically  adjust   scope  to  meet  the  release  theme  and  date.     IteraDon  Planning:  Select  stories  to  be  delivered  by  the  itera@on  deadline,  detail  their  acceptance   criteria  and  es@mate  their  tasks  in  hours.       Commitment:  En@re  team  commits  to  the  itera@on  stories  and  schedule     www.rallydev.com   13 ©  2009  Rally  So4ware  Development,  Inc.  
  • 14. Next  Steps   •  View  these  other  Agile  Planning  guides:   www.rallydev.com/learn_agile/agile_planning/   –  Agile  Es@ma@ng   –  Release  Planning   –  Itera@on  Planning   www.rallydev.com   14 ©  2009  Rally  So4ware  Development,  Inc.