Agile Estimation and Planning


       Prepared by Bachan Anand




We will be starting at 8:00 AM PST/ 11:00 AM EST

Please dial in to +1 (775) 996-3560 PIN: 699601#
                      Or Dial using VOIP
2




                         Agenda
•   Overview of Agile and Scrum
•   Vision and Product
•   Agile planning
•   Release Planning
•   Iteration Planning
•   Daily Planning
•   Q&A

    Please dial in to +1 (775) 996-3560 PIN: 699601#
Overview of Agile and Scrum




Please dial in to +1 (775) 996-3560 PIN: 699601#
4



                     Overview of Agile and Scrum

                   Agile Manifesto
• Agile is a set of values:
  ▫ Individuals and interactions over processes and
    tools
  ▫ Working software (Products) over
    comprehensive documentation
  ▫ Customer collaboration over contract
    negotiation
  ▫ Responding to change over following a
    plan
  Please dial in to +1 (775) 996-3560 PIN: 699601#
5




                      Overview of Agile and Scrum

                    Agile Principles
• Highest priority is to satisfy the customer
  through early and continuous delivery
  of valuable software/products
• Welcome changing requirements
• Deliver working software (product)
  frequently
• Business people and developers must work
  together daily throughout the project
  Please dial in to (218) 895-4640                  PIN: 3289145
6



                     Overview of Agile and Scrum

                   Agile Principles
• Build projects around motivated individuals
• Most efficient and effective method of
  conveying information is face-to-face
  conversation
• Working software (product) is the
  primary measure of progress
• Agile processes promote sustainable
  development (maintain a constant pace
  indefinitely)
  Please dial in to +1 (775) 996-3560 PIN: 699601#
7




                     Overview of Agile and Scrum

            Agile Principles …cont’d
• Continuous attention to technical excellence
  and good design enhances agility
• Simplicity (art of maximizing amount
  of work not done) is essential
• Best architectures, requirements, and designs
  emerge from self-organizing teams
• At regular intervals, team reflects on how
  to become more effective, then tunes and adjusts
                          http://agilemanifesto.org/principles.html

  Please dial in to +1 (775) 996-3560 PIN: 699601#
8


                        Overview of Agile and Scrum

                       What is Scrum
• Scrum is an Agile framework that
  supports lightweight processes
  that emphasize:
  ▫   Incremental deliveries
  ▫   Quality of Product
  ▫   Continuous improvement
  ▫   Discovery of people’s potential
• Scrum is simple to understand,
  but requires discipline in order to
  be successful
• Scrum is not a methodology
9


                       Overview of Agile and Scrum

                   Foundations of Scrum
• Empiricism
  ▫ Detailed up-front planning and defined processes are
    replaced by just-in-time Inspect and Adapt cycles
• Self-Organization
  ▫ Small teams manage their own workload and organize themselves
    around clear goals and constraints
• Prioritization
  ▫ Do the next right thing
• Rhythm
  ▫ Allows teams to avoid daily noise and focus on delivery
• Collaboration
  ▫ Leaders and customers work with the Team, rather than directing
    them
10



                        Overview of Agile and Scrum

                         Core Values
• Transparency
  ▫ Everything about a project is visible to everyone
• Commitment
  ▫ Be willing to commit to a goal
• Courage
  ▫ Have the courage to commit, to act, to be open and to expect
    respect
• Focus
  ▫ Focus all of your efforts and skills on doing the work
    that you have committed to doing
• Respect
  ▫ Respect and trust the different people who comprise a team
11

    Iteration

Sprint Cycle
Vision and Product




Please dial in to +1 (775) 996-3560 PIN: 699601#
13




The Product Vision----Why?

• The Vision serves as a
  common bonding to the
  Project, every
  participant needs to
  understand and share
  it, to be able to
  contribute effectively
14




             The Vision Board
- Visible to the team
- Maintained by the
  Product Owner/
  Customer
15




            Role: Product Owner
• Thought Leader and Visionary
• Steers the Product Vision (for example, with
  Story Mapping)
• Prioritizes the Goals - User Stories
• Maintains the Product Backlog with the team
• Accepts the Working Product (on behalf of the
  customer)
Agile planning




Please dial in to +1 (775) 996-3560 PIN: 699601#
17




Why Plan?
• Gives the Product Owner & Customer
  Opportunity to explain the vision, goals and
  requirements.
• Helps in fulfillment of customer specification.
• Communicate the bigger picture to team
  members
• Keep team's focus on what can be achieved
18




Why We Need Plans?
• To predict the future

• To communicate our expectation

• To be able to compare our predictions with the
  reality we are facing

• To guide us to the desired situation/state
19




What is a good plan?
►   A good plan is one that supports reliable decision-making
►   One that increases in accuracy and precision over time
      We’ll be done in the fourth quarter
      We’ll be done in November
      We’ll be done November 7th




                          “It is better to be
                roughly right than precisely wrong.”
                        -John Maynard Keynes
20




What makes planning “Agile”?
•Focus on planning   – not the plan
•Re plan   based on reality
•Involve people   who are doing the work in planning
•Balance benefit and   investment
•Adaptive to   change and learning
•Plans   are easily changed
•Planning   is continuous throughout the project
21




Different levels of planning
22




Agile Planning Lifecycle Summary
23




The Goals Of Release Planning
• A time question: How many iterations approximately will we need
  to deliver this rough scope having the resources we might have?

• Scope question: How much of this rough product backlog can we do
  within this range of sprints and having the resources we might
  have?

• Resources question: What resources do we need to accomplish this
  rough scope within this range of sprints?

• How rough can this be? What level of accuracy do we need?

• What things do we need to know to make each of these predictions?
24




The Goals Of Iteration Planning
• Duration is fixed.

• Resources are fixed and dedicated.

• Scope is open for discussions: how many backlog items (stories) can
  we do during the sprint?

• What level of accuracy do we need here?

• What we need to know to make the prediction?
25




The Goals Of Daily Planning
• Why we need this planning?

• How formal should this level of planning be?

• Who participated in Daily planning?

• Should you do it more often?

• Why is this usually out of scope in project running by a predictive
  process (e.g. waterfall)?
Release planning




Please dial in to +1 (775) 996-3560 PIN: 699601#
27




Release Planning
• How many iterations?

• How much scope?

• At what costs?
28




Estimating Backlog
• Backlog items expressed as User Stories
• Team estimates the Product Backlog
• Estimated in relative size
• Estimated 1 or 2 days before start of your
  iteration
• Discussing during the estimation more
  important that the estimates
• Planning Poker
29




Sizing Release/Product Backlog
Product Backlog (Stories)                     Iteration Backlog (Tasks)




                                                           Hours
                            Story Points or
                              Ideal Days
30




Estimate Size – Derive Duration
31




                  Velocity
• A rate at which the team is able to convert
  product backlog items into working product.
• Measured for each iteration
• Expressed in relative size
 ▫ Story points
 ▫ Number of Stories
• Used as a reference by teams when committing
  for the next Iteration
32


                    Release planning

             Release Burndown

• Shows
  progress across
  Sprints
• X-axis is the
  number of
  Sprints
• Y-axis is the
  total number
  of stories
Iteration planning




Please dial in to +1 (775) 996-3560 PIN: 699601#
34




                     Iteration planning

         Spirit behind User Stories
• System requirements formulated as one or more
  sentences in the everyday or business language
  of the user
  ▫ As a <user>, I would like <function> so that I get
    <value>
• Each User Story has an associated Acceptance
  Criteria that is used to determine if the Story is
  completed
35


                                       Iteration planning

                   A Good User Story …
• Independent
   ▫   Not overlap in concept and be able to schedule and implement them in any order
• Negotiable
   ▫   Not an explicit contract for features; rather, details will be co-created by Product Owner and
       Team
• Valuable
   ▫   Add business value
• Estimated
   ▫   Just enough to help the Product Owner rank and schedule the story's implementation
• Sized Appropriately
   ▫   Need to be small, such as a few person-days
• Testable
   ▫   A characteristic of good requirements
36




Iteration Planning

• Select the top PB items for the iteration
       ▫ PO’s involvement is key and mandatory
• Team builds the task list for completing the
  stories
• Output in an Iteration Plan or Sprint Backlog
• Team makes a commitment at end of the
  planning session
Daily planning




Please dial in to +1 (775) 996-3560 PIN: 699601#
38




     Daily planning: Daily Standup
• Meetings held in same location, same time,
  every day
• Time boxed at 15 minutes
• Helps the “team” to plan everyday
• Each Team member speaks to:
 ▫ What did I accomplish in the last 24 hours
 ▫ What do I plan to accomplish in the next 24 hours
 ▫ Any impediments getting in the way of my work
39


      Daily Planning: Taskboard
• Active visual indicator
  of flow of work
• Should be visible to
  team members at all
  times
• Kept current by the
  team
• Reflection of Iteration
  commitment vrs
  reality
40




          Daily planning : Burndown

• Shows daily
  progress in the
  Sprint
• X-axis is the
  number of days
  in the Sprint
• Y-axis is the
  number of
  remaining
  stories
41




    What is in it for me? (Customer)
• As a customer , I am
 ▫ Kept closer to reality of the project
   during execution phase
 ▫ Involved in Release planning and
   prioritization
 ▫ Able to make priority changes at
   Iteration boundaries
42




What is in it for me? (Leadership)
• As a Leader , I want
 ▫ To understand progress in terms of
   real progress made on product .

 ▫ Better deal with changing business
   priorities
43




What is in it for me? ( Team Member)
• As a team member, I want
 ▫ Able to make a realistic
   commitments
 ▫ Provide estimated based of past data
 ▫ Right balance between planning and
   doing
44




Learn By Doing
• Apply few practices at a time
• Understand the values and
  foundations
• Inspect and Adapt
• Experience the Joy of Being Agile
45


Experiential Training
46



Pay-it-forward / Donation only
-- 1 day Agile & Scrum Training

-   August 26th – Atlanta
-   Sep 30th - Boston
-   Sep 30th – San Diego
-   Oct 1st - Irvine
-   Oct 20th – Pheonix
-   Oct 21st – Denver
-   Nov 11th – Seattle
-   Nov 14th – Portland
47




User groups /Communities
• APLN – Agile Project Leadership Network
• Scrum Alliance – Scrum User Groups
• Online User Groups
 Scrum Alliance
48




Q&A
49




Few thoughts….

• Planning is important
• Plan as often and spend as less time
  as possible each time
• Plan changes, embrace reality and
  change your plan every time you plan
50



Donation only 1 day Trainings

▫ Atlanta– September 26th
  http://agile.conscires.com/1-day-agile-scrum-training-atlanta-02/
▫ Boston – September 30th
  http://agile.conscires.com/1-day-agile-scrum-training-boston-04/
▫ San Diego – September 30th
  http://agile.conscires.com/scrum-1-day-training-sandiego-02/
▫ Irvine – October 1st
  http://agile.conscires.com/1-day-agile-scrum-training-irvine-08/
▫ Pheonix– October 20th
  http://agile.conscires.com/1-day-agile-scrum-training-phoenix-02/
▫ Denver– October 21st
  http://agile.conscires.com/1-day-scrum-training-denver-04/
51




Thank you !
• More Resources at
 ▫ http://agile.conscires.com/suggested-reading-list-
   and-resources/

 Contact Info
   Bachan Anand
   Bachan.anand@conscires.com
   949-232-8900
   http://www.linkedin.com/in/bachan

Agile estimation and planning by bachan anand ( sep 10th)

  • 1.
    Agile Estimation andPlanning Prepared by Bachan Anand We will be starting at 8:00 AM PST/ 11:00 AM EST Please dial in to +1 (775) 996-3560 PIN: 699601# Or Dial using VOIP
  • 2.
    2 Agenda • Overview of Agile and Scrum • Vision and Product • Agile planning • Release Planning • Iteration Planning • Daily Planning • Q&A Please dial in to +1 (775) 996-3560 PIN: 699601#
  • 3.
    Overview of Agileand Scrum Please dial in to +1 (775) 996-3560 PIN: 699601#
  • 4.
    4 Overview of Agile and Scrum Agile Manifesto • Agile is a set of values: ▫ Individuals and interactions over processes and tools ▫ Working software (Products) over comprehensive documentation ▫ Customer collaboration over contract negotiation ▫ Responding to change over following a plan Please dial in to +1 (775) 996-3560 PIN: 699601#
  • 5.
    5 Overview of Agile and Scrum Agile Principles • Highest priority is to satisfy the customer through early and continuous delivery of valuable software/products • Welcome changing requirements • Deliver working software (product) frequently • Business people and developers must work together daily throughout the project Please dial in to (218) 895-4640 PIN: 3289145
  • 6.
    6 Overview of Agile and Scrum Agile Principles • Build projects around motivated individuals • Most efficient and effective method of conveying information is face-to-face conversation • Working software (product) is the primary measure of progress • Agile processes promote sustainable development (maintain a constant pace indefinitely) Please dial in to +1 (775) 996-3560 PIN: 699601#
  • 7.
    7 Overview of Agile and Scrum Agile Principles …cont’d • Continuous attention to technical excellence and good design enhances agility • Simplicity (art of maximizing amount of work not done) is essential • Best architectures, requirements, and designs emerge from self-organizing teams • At regular intervals, team reflects on how to become more effective, then tunes and adjusts http://agilemanifesto.org/principles.html Please dial in to +1 (775) 996-3560 PIN: 699601#
  • 8.
    8 Overview of Agile and Scrum What is Scrum • Scrum is an Agile framework that supports lightweight processes that emphasize: ▫ Incremental deliveries ▫ Quality of Product ▫ Continuous improvement ▫ Discovery of people’s potential • Scrum is simple to understand, but requires discipline in order to be successful • Scrum is not a methodology
  • 9.
    9 Overview of Agile and Scrum Foundations of Scrum • Empiricism ▫ Detailed up-front planning and defined processes are replaced by just-in-time Inspect and Adapt cycles • Self-Organization ▫ Small teams manage their own workload and organize themselves around clear goals and constraints • Prioritization ▫ Do the next right thing • Rhythm ▫ Allows teams to avoid daily noise and focus on delivery • Collaboration ▫ Leaders and customers work with the Team, rather than directing them
  • 10.
    10 Overview of Agile and Scrum Core Values • Transparency ▫ Everything about a project is visible to everyone • Commitment ▫ Be willing to commit to a goal • Courage ▫ Have the courage to commit, to act, to be open and to expect respect • Focus ▫ Focus all of your efforts and skills on doing the work that you have committed to doing • Respect ▫ Respect and trust the different people who comprise a team
  • 11.
    11 Iteration Sprint Cycle
  • 12.
    Vision and Product Pleasedial in to +1 (775) 996-3560 PIN: 699601#
  • 13.
    13 The Product Vision----Why? •The Vision serves as a common bonding to the Project, every participant needs to understand and share it, to be able to contribute effectively
  • 14.
    14 The Vision Board - Visible to the team - Maintained by the Product Owner/ Customer
  • 15.
    15 Role: Product Owner • Thought Leader and Visionary • Steers the Product Vision (for example, with Story Mapping) • Prioritizes the Goals - User Stories • Maintains the Product Backlog with the team • Accepts the Working Product (on behalf of the customer)
  • 16.
    Agile planning Please dialin to +1 (775) 996-3560 PIN: 699601#
  • 17.
    17 Why Plan? • Givesthe Product Owner & Customer Opportunity to explain the vision, goals and requirements. • Helps in fulfillment of customer specification. • Communicate the bigger picture to team members • Keep team's focus on what can be achieved
  • 18.
    18 Why We NeedPlans? • To predict the future • To communicate our expectation • To be able to compare our predictions with the reality we are facing • To guide us to the desired situation/state
  • 19.
    19 What is agood plan? ► A good plan is one that supports reliable decision-making ► One that increases in accuracy and precision over time  We’ll be done in the fourth quarter  We’ll be done in November  We’ll be done November 7th “It is better to be roughly right than precisely wrong.” -John Maynard Keynes
  • 20.
    20 What makes planning“Agile”? •Focus on planning – not the plan •Re plan based on reality •Involve people who are doing the work in planning •Balance benefit and investment •Adaptive to change and learning •Plans are easily changed •Planning is continuous throughout the project
  • 21.
  • 22.
  • 23.
    23 The Goals OfRelease Planning • A time question: How many iterations approximately will we need to deliver this rough scope having the resources we might have? • Scope question: How much of this rough product backlog can we do within this range of sprints and having the resources we might have? • Resources question: What resources do we need to accomplish this rough scope within this range of sprints? • How rough can this be? What level of accuracy do we need? • What things do we need to know to make each of these predictions?
  • 24.
    24 The Goals OfIteration Planning • Duration is fixed. • Resources are fixed and dedicated. • Scope is open for discussions: how many backlog items (stories) can we do during the sprint? • What level of accuracy do we need here? • What we need to know to make the prediction?
  • 25.
    25 The Goals OfDaily Planning • Why we need this planning? • How formal should this level of planning be? • Who participated in Daily planning? • Should you do it more often? • Why is this usually out of scope in project running by a predictive process (e.g. waterfall)?
  • 26.
    Release planning Please dialin to +1 (775) 996-3560 PIN: 699601#
  • 27.
    27 Release Planning • Howmany iterations? • How much scope? • At what costs?
  • 28.
    28 Estimating Backlog • Backlogitems expressed as User Stories • Team estimates the Product Backlog • Estimated in relative size • Estimated 1 or 2 days before start of your iteration • Discussing during the estimation more important that the estimates • Planning Poker
  • 29.
    29 Sizing Release/Product Backlog ProductBacklog (Stories) Iteration Backlog (Tasks) Hours Story Points or Ideal Days
  • 30.
    30 Estimate Size –Derive Duration
  • 31.
    31 Velocity • A rate at which the team is able to convert product backlog items into working product. • Measured for each iteration • Expressed in relative size ▫ Story points ▫ Number of Stories • Used as a reference by teams when committing for the next Iteration
  • 32.
    32 Release planning Release Burndown • Shows progress across Sprints • X-axis is the number of Sprints • Y-axis is the total number of stories
  • 33.
    Iteration planning Please dialin to +1 (775) 996-3560 PIN: 699601#
  • 34.
    34 Iteration planning Spirit behind User Stories • System requirements formulated as one or more sentences in the everyday or business language of the user ▫ As a <user>, I would like <function> so that I get <value> • Each User Story has an associated Acceptance Criteria that is used to determine if the Story is completed
  • 35.
    35 Iteration planning A Good User Story … • Independent ▫ Not overlap in concept and be able to schedule and implement them in any order • Negotiable ▫ Not an explicit contract for features; rather, details will be co-created by Product Owner and Team • Valuable ▫ Add business value • Estimated ▫ Just enough to help the Product Owner rank and schedule the story's implementation • Sized Appropriately ▫ Need to be small, such as a few person-days • Testable ▫ A characteristic of good requirements
  • 36.
    36 Iteration Planning • Selectthe top PB items for the iteration ▫ PO’s involvement is key and mandatory • Team builds the task list for completing the stories • Output in an Iteration Plan or Sprint Backlog • Team makes a commitment at end of the planning session
  • 37.
    Daily planning Please dialin to +1 (775) 996-3560 PIN: 699601#
  • 38.
    38 Daily planning: Daily Standup • Meetings held in same location, same time, every day • Time boxed at 15 minutes • Helps the “team” to plan everyday • Each Team member speaks to: ▫ What did I accomplish in the last 24 hours ▫ What do I plan to accomplish in the next 24 hours ▫ Any impediments getting in the way of my work
  • 39.
    39 Daily Planning: Taskboard • Active visual indicator of flow of work • Should be visible to team members at all times • Kept current by the team • Reflection of Iteration commitment vrs reality
  • 40.
    40 Daily planning : Burndown • Shows daily progress in the Sprint • X-axis is the number of days in the Sprint • Y-axis is the number of remaining stories
  • 41.
    41 What is in it for me? (Customer) • As a customer , I am ▫ Kept closer to reality of the project during execution phase ▫ Involved in Release planning and prioritization ▫ Able to make priority changes at Iteration boundaries
  • 42.
    42 What is init for me? (Leadership) • As a Leader , I want ▫ To understand progress in terms of real progress made on product . ▫ Better deal with changing business priorities
  • 43.
    43 What is init for me? ( Team Member) • As a team member, I want ▫ Able to make a realistic commitments ▫ Provide estimated based of past data ▫ Right balance between planning and doing
  • 44.
    44 Learn By Doing •Apply few practices at a time • Understand the values and foundations • Inspect and Adapt • Experience the Joy of Being Agile
  • 45.
  • 46.
    46 Pay-it-forward / Donationonly -- 1 day Agile & Scrum Training - August 26th – Atlanta - Sep 30th - Boston - Sep 30th – San Diego - Oct 1st - Irvine - Oct 20th – Pheonix - Oct 21st – Denver - Nov 11th – Seattle - Nov 14th – Portland
  • 47.
    47 User groups /Communities •APLN – Agile Project Leadership Network • Scrum Alliance – Scrum User Groups • Online User Groups Scrum Alliance
  • 48.
  • 49.
    49 Few thoughts…. • Planningis important • Plan as often and spend as less time as possible each time • Plan changes, embrace reality and change your plan every time you plan
  • 50.
    50 Donation only 1day Trainings ▫ Atlanta– September 26th http://agile.conscires.com/1-day-agile-scrum-training-atlanta-02/ ▫ Boston – September 30th http://agile.conscires.com/1-day-agile-scrum-training-boston-04/ ▫ San Diego – September 30th http://agile.conscires.com/scrum-1-day-training-sandiego-02/ ▫ Irvine – October 1st http://agile.conscires.com/1-day-agile-scrum-training-irvine-08/ ▫ Pheonix– October 20th http://agile.conscires.com/1-day-agile-scrum-training-phoenix-02/ ▫ Denver– October 21st http://agile.conscires.com/1-day-scrum-training-denver-04/
  • 51.
    51 Thank you ! •More Resources at ▫ http://agile.conscires.com/suggested-reading-list- and-resources/ Contact Info Bachan Anand Bachan.anand@conscires.com 949-232-8900 http://www.linkedin.com/in/bachan