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10 Tips for the Agile Transition
Francesco Sferlazza
Milan, April 3rd 2017
Chief Transition Officer
ING Direct - Italy
Italian Agile Group
Earn 2 SEU
Endorsement from ScrumAlliance.org
About me
3
@agile_frank
sferlazza@gmail.com
Large Scale Scrum
Candidate Trainer
Founder of the
Italian Agile Group
ScrumAlliance.org
Please, form a team having people with different
symbols
1. Before to start: have an informed
consent workshop
• Scrum is not a process. It’s a framework that increase transparency.
• Scrum exposes problems in the team and organization.
• Spend some days to be sure that the company really takes (and
sustains) the decision where to go
• Make people in the workshop understand potential side-effects (i.e. go
deep with Q&A Sessions,…).
• Causal Loop Diagrams are helpful to visualize system dynamics
Informed consent workshop
Do not start any agile transition
if you know that top management is not
really going to support it.
And after the informed consent…
2 – Prepare the organization
1. Organizations are implicitly optimized to avoid changing the status
quo middle- and first-level manager and “specialist” positions &
power structures.
2. As a corollary to (1), any change initiative will be reduced to
redefining or overloading the new terminology to mean basically the
same as status quo.
3. As a corollary to (1), any change initiative will be derided as “purist”,
“theoretical”, “revolutionary”, "religion", and “needing pragmatic
customization for local concerns” — which deflects from addressing
weaknesses and manager/specialist status quo.
4. As a corollary to (1), if after changing the change some managers
and single-specialists are still displaced, they become
“coaches/trainers” for the change, frequently reinforcing (2) and (3).
5. Culture follows structure.
Why ?
Larman’s Laws of Organizational Behavior
http://www.craiglarman.com/wiki/index.php?title=Larman%27s_Laws_of_Organizational_Behavior
When running a change, keep in mind that:
The hard you push, the harder the system pushes you back
(Peter Senge, The Laws of System Thinking)
• The effect on the amount of organizational change makes the DoD a critical
management tool for Agile adoption.
The right trade off
How much change can my organization
handle at this time ?
4 - Three (working) Adoption Principles
1. Deep and narrow over broad and shallow
 Prefer applying in one product really well over applying in many
groups poorly
2. Top-down and bottom-up
 deep understanding that doesn’t come from directive but from
discussion
 Without top-level support to change structures and policies, they lose
energy, and become frustrated by obstacles and rigidity
 Management support from those who have the organizational
authority to make structural changes in your group
3. Use volunteering
Guide: Three Adoption Principles (from LeSS)
3 – Define your Products
• Products or Projects ?
• The product definition determines the scope of your Product
Backlog and who makes a good Product Owner
• Narrow definitions vs Broad definition
• more customer-centric and finer-grained
• resolving dependencies using feature teams
• thinking together with the customer
• avoiding duplicate functionality
• simpler organizations
Identify your product
5 – Select your Pilot
Strategy - small scale agile, get feedback, adapt,
scale up
Learning - setup experiments, processes,
people, skills, collaboration, vendors mgmt,
market, …
Business – show how to really achieve business
goals
Why a Pilot ?
16
A cross-functional workshop for
selecting “the right” product
A simple tool for evaluating a Pilot “project”
0
10
20
30
40
50
Effort
Urgency
Importance
Mission Critical
Customer Value
Architectural ImpactsDelivery Complexity
Resources (Hw/Sw)
Vendor Dependencies
Requirements Mobility
Testing Complexity
Good Candidates Area
Converging Results: Candidate Projects Quality
Radar
6 – “Build people and then Build products”.
• Shifts from the traditional “command-and-control” to “manager-as-
teacher” (Lean) approach
• Examples:
• Mentor people in order to make them able to create value, without
being “coordinated”
• Build the capability of the organization to build great products.
• Help team and Scrum Master with removing obstacles and making
improvement
• Teach the team to analyze root causes and make problems visible
Manager’s role in agile culture
21
Continuously collaborate in defining experiments
Get learnings and work together to improve
 Every Team Member joins the team bringing his own specialization:
the primary skill
 In agile culture, every team member commits to develop at least a
secondary skill
 Workers learn problem solving and decide how to improve
 Everyone, as an agile team member, contributes in any way that he
can
 Line managers and the Organization help people in their continuous
improvement process.
Team Member role in agile culture
22
S1
S2
S3
S4
S1
S2
S3
S4
S1
S2
S3
S4
S1
S2
S3
S4
Specialist Super skilledGeneralist Generalizing
specialistMore at: http://agilemodeling.com/essays/generalizingSpecialists.htm
• Real team working represents an huge opportunity for learning from
each other
• The Organization plays a dramatic role over those aspects.
 Workplace management
 Line Managers support
 Rewarding Model (HR)
• Becoming a Team Member requires
 Full personal commitment for continuous improvement
 Experiment & Learn
 Sharing Knowledge
 Manage previous activities
Here is where the cultural change starts
23
7 – Establish real cross-functional teams
From the Agile Manifesto:
• Business people and developers must work together daily throughout
the project.
• Build projects around motivated individuals. Give them the
environment and support they need, and trust them to get the job
done.
The very core of agility is the cross functional team
25
To be effective, a team needs to be cross-functional
26
Marketing
IT Legal
Business Finance
Scrum Teams
Digital
On Demand
On Demand
Full time
Full time
Long lived (new feature over time)
Cross Functional and Cross Component
Co-Located
Work on a complete customer-centric feature across
components and disciplines
Composed of generalizing specialists
Feature team are..
8 - Identify the actual “Done” and
“Undone”
Time
Evolving Agile Teams towards the Definition of Done
Tech docs (UCs), unit test
Delivery in UAT
security test
Delivery in Staging
performance test
Customer docs
Real Shippable
Delivery in field
Automated Functional
Acceptance Test
Enterprise Architecture Design
Maintenance in Prod
Upgrade
in prod
DevOps
Continuous Delivery
In Staging
Specification by Example
STEP 1
Current DoD
STEP 2
i.e. 3 months goal
Next Step
i.e. 2 years goal
Impact Scan
Goal: Expand
Credits: this way of representing the DoD evolution is from Craig Larman’s CSM course material
Security Test
Definition of Done : scrum team accountability
• A better and stronger Definition of Done (DoD or ‘done’) requires a
broader skill-set within the teams. Example:
• Performance testing is included in the DoD => the teams need to
acquire these skills.
• Performance testing is excluded from the DoD => then the separate
performance testing group will stay and operate the same way as
before, until the DoD is expanded.
A better and stronger Definition of Done
more organizational change
Agree with every manager about the initial DoD
An example (IT)
Time
Have a strategy for paying the technical debt
Tech docs (UCs), unit test
Delivery in UAT Customer docs
Real Shippable
Delivery in fieldAutomated Functional
Acceptance Test
Maintenance in Prod
Upgrade in
prod
DevOpsImpact Scan
Security Test
Undone
(tech debt)
Bug fixing
9 - Prepare Teams for the storm
And also prepare the organization
10 - Help Teams to improve
Team A – Skill Assessment
0
10
20
30
40
50
.Net
Java
Oracle Database
Customer
Experience
Testing Automation
HTML + Javascript
Deployment on
Field
Vendors Mngmt
Regulatory
Competitive
Analysis
Operation
Integration
A concrete example: skill mapping & improvement
Name Regulatory /
Business
Java Oracle
DB
.Net HTML
CSS
js
Mobile
Dev
Vendors
MGMT
UX Testing
Automation
Deployment IT Security
Flavio
3 1 1
Andrea
3 1 1 2
Mike
3 2
Alex
3 2 1
Tito
3 1 2
Team members do have primary and secondary specialties.
It is not “generalists”, but “generalizing specialists”
Thank you !
[Luke:] I can’t believe it.
[Yoda:] That is why
you fail
.
10 tips for the agile transition. By Francesco Sferlazza
10 tips for the agile transition. By Francesco Sferlazza

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10 tips for the agile transition. By Francesco Sferlazza

  • 1. 10 Tips for the Agile Transition Francesco Sferlazza Milan, April 3rd 2017 Chief Transition Officer ING Direct - Italy
  • 2. Italian Agile Group Earn 2 SEU Endorsement from ScrumAlliance.org
  • 3. About me 3 @agile_frank sferlazza@gmail.com Large Scale Scrum Candidate Trainer Founder of the Italian Agile Group ScrumAlliance.org
  • 4. Please, form a team having people with different symbols
  • 5. 1. Before to start: have an informed consent workshop
  • 6. • Scrum is not a process. It’s a framework that increase transparency. • Scrum exposes problems in the team and organization. • Spend some days to be sure that the company really takes (and sustains) the decision where to go • Make people in the workshop understand potential side-effects (i.e. go deep with Q&A Sessions,…). • Causal Loop Diagrams are helpful to visualize system dynamics Informed consent workshop
  • 7. Do not start any agile transition if you know that top management is not really going to support it. And after the informed consent…
  • 8. 2 – Prepare the organization
  • 9. 1. Organizations are implicitly optimized to avoid changing the status quo middle- and first-level manager and “specialist” positions & power structures. 2. As a corollary to (1), any change initiative will be reduced to redefining or overloading the new terminology to mean basically the same as status quo. 3. As a corollary to (1), any change initiative will be derided as “purist”, “theoretical”, “revolutionary”, "religion", and “needing pragmatic customization for local concerns” — which deflects from addressing weaknesses and manager/specialist status quo. 4. As a corollary to (1), if after changing the change some managers and single-specialists are still displaced, they become “coaches/trainers” for the change, frequently reinforcing (2) and (3). 5. Culture follows structure. Why ? Larman’s Laws of Organizational Behavior http://www.craiglarman.com/wiki/index.php?title=Larman%27s_Laws_of_Organizational_Behavior
  • 10. When running a change, keep in mind that: The hard you push, the harder the system pushes you back (Peter Senge, The Laws of System Thinking) • The effect on the amount of organizational change makes the DoD a critical management tool for Agile adoption. The right trade off How much change can my organization handle at this time ?
  • 11. 4 - Three (working) Adoption Principles
  • 12. 1. Deep and narrow over broad and shallow  Prefer applying in one product really well over applying in many groups poorly 2. Top-down and bottom-up  deep understanding that doesn’t come from directive but from discussion  Without top-level support to change structures and policies, they lose energy, and become frustrated by obstacles and rigidity  Management support from those who have the organizational authority to make structural changes in your group 3. Use volunteering Guide: Three Adoption Principles (from LeSS)
  • 13. 3 – Define your Products
  • 14. • Products or Projects ? • The product definition determines the scope of your Product Backlog and who makes a good Product Owner • Narrow definitions vs Broad definition • more customer-centric and finer-grained • resolving dependencies using feature teams • thinking together with the customer • avoiding duplicate functionality • simpler organizations Identify your product
  • 15. 5 – Select your Pilot
  • 16. Strategy - small scale agile, get feedback, adapt, scale up Learning - setup experiments, processes, people, skills, collaboration, vendors mgmt, market, … Business – show how to really achieve business goals Why a Pilot ? 16
  • 17. A cross-functional workshop for selecting “the right” product
  • 18. A simple tool for evaluating a Pilot “project”
  • 19. 0 10 20 30 40 50 Effort Urgency Importance Mission Critical Customer Value Architectural ImpactsDelivery Complexity Resources (Hw/Sw) Vendor Dependencies Requirements Mobility Testing Complexity Good Candidates Area Converging Results: Candidate Projects Quality Radar
  • 20. 6 – “Build people and then Build products”.
  • 21. • Shifts from the traditional “command-and-control” to “manager-as- teacher” (Lean) approach • Examples: • Mentor people in order to make them able to create value, without being “coordinated” • Build the capability of the organization to build great products. • Help team and Scrum Master with removing obstacles and making improvement • Teach the team to analyze root causes and make problems visible Manager’s role in agile culture 21 Continuously collaborate in defining experiments Get learnings and work together to improve
  • 22.  Every Team Member joins the team bringing his own specialization: the primary skill  In agile culture, every team member commits to develop at least a secondary skill  Workers learn problem solving and decide how to improve  Everyone, as an agile team member, contributes in any way that he can  Line managers and the Organization help people in their continuous improvement process. Team Member role in agile culture 22 S1 S2 S3 S4 S1 S2 S3 S4 S1 S2 S3 S4 S1 S2 S3 S4 Specialist Super skilledGeneralist Generalizing specialistMore at: http://agilemodeling.com/essays/generalizingSpecialists.htm
  • 23. • Real team working represents an huge opportunity for learning from each other • The Organization plays a dramatic role over those aspects.  Workplace management  Line Managers support  Rewarding Model (HR) • Becoming a Team Member requires  Full personal commitment for continuous improvement  Experiment & Learn  Sharing Knowledge  Manage previous activities Here is where the cultural change starts 23
  • 24. 7 – Establish real cross-functional teams
  • 25. From the Agile Manifesto: • Business people and developers must work together daily throughout the project. • Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done. The very core of agility is the cross functional team 25
  • 26. To be effective, a team needs to be cross-functional 26 Marketing IT Legal Business Finance Scrum Teams Digital On Demand On Demand Full time Full time
  • 27. Long lived (new feature over time) Cross Functional and Cross Component Co-Located Work on a complete customer-centric feature across components and disciplines Composed of generalizing specialists Feature team are..
  • 28. 8 - Identify the actual “Done” and “Undone”
  • 29. Time Evolving Agile Teams towards the Definition of Done Tech docs (UCs), unit test Delivery in UAT security test Delivery in Staging performance test Customer docs Real Shippable Delivery in field Automated Functional Acceptance Test Enterprise Architecture Design Maintenance in Prod Upgrade in prod DevOps Continuous Delivery In Staging Specification by Example STEP 1 Current DoD STEP 2 i.e. 3 months goal Next Step i.e. 2 years goal Impact Scan Goal: Expand Credits: this way of representing the DoD evolution is from Craig Larman’s CSM course material Security Test
  • 30. Definition of Done : scrum team accountability • A better and stronger Definition of Done (DoD or ‘done’) requires a broader skill-set within the teams. Example: • Performance testing is included in the DoD => the teams need to acquire these skills. • Performance testing is excluded from the DoD => then the separate performance testing group will stay and operate the same way as before, until the DoD is expanded. A better and stronger Definition of Done more organizational change
  • 31. Agree with every manager about the initial DoD An example (IT)
  • 32. Time Have a strategy for paying the technical debt Tech docs (UCs), unit test Delivery in UAT Customer docs Real Shippable Delivery in fieldAutomated Functional Acceptance Test Maintenance in Prod Upgrade in prod DevOpsImpact Scan Security Test Undone (tech debt) Bug fixing
  • 33. 9 - Prepare Teams for the storm
  • 34. And also prepare the organization
  • 35. 10 - Help Teams to improve
  • 36. Team A – Skill Assessment 0 10 20 30 40 50 .Net Java Oracle Database Customer Experience Testing Automation HTML + Javascript Deployment on Field Vendors Mngmt Regulatory Competitive Analysis Operation Integration
  • 37. A concrete example: skill mapping & improvement Name Regulatory / Business Java Oracle DB .Net HTML CSS js Mobile Dev Vendors MGMT UX Testing Automation Deployment IT Security Flavio 3 1 1 Andrea 3 1 1 2 Mike 3 2 Alex 3 2 1 Tito 3 1 2 Team members do have primary and secondary specialties. It is not “generalists”, but “generalizing specialists”
  • 38. Thank you ! [Luke:] I can’t believe it. [Yoda:] That is why you fail .