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Agile in the Waterfall
A look at hybrid Agile
1Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Produced by
Square Peg Consulting, LLC
Orlando, Florida
www.sqpegconsulting.comPhoto: John Goodpasture
Yellowstone National Park, Wyoming
Here’s our theme:
Agile in the waterfall is about encapsulating
work and synchronizing outcomes, while
respecting architecture and narrative
2Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Iteration 1
First Principles and Requisite
Conditions
3Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Here’s our operating principle:
Agile projects are simultaneously:
Strategically stationary ….
Tactically iterative and emergent
4Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Strategically stationary
Whenever and wherever you look, the project has the same
strategic intent and predictable business outlook
• Strategic intent – opportunity, vision
• Strategically predictable – mission satisfaction
5Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Business Case
Business
scorecard
Project Charter
Project
scorecard
Mapping strategically
6Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Mission
Opportunity
Vision
Narrative
Drivers
Milestones
Architecture
Functionality
Optimism Confidence
Envisioning, Vision Delivering, Throughput
Risk
Mapping
Risk response: Be emergent and iterative
7Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Photo: US Navy
Tactically agile
Tactically agile environment
8Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
 Small teams
 Redundancy
 Local management
Photo: US Navy
 Instinctive action
 Proven protocols
and practices
 Frictionless
Confident
Overlay strategy with tactics
 Tactically responsive to
circumstances
 Emergent plan as
conditions develop
 Tactically respectful of
strategy as an overlay
9Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Tack to strategic objective
Iteration 1 Reflection
Opposite ideas coexist – stationary, and emergent
Stationary: strategic predictability, a traditional quality
Emergent: reactive to circumstances and conditions, an Agile
quality
The tactical overlays the strategic
Local, instinctive, redundant, frictionless
Respectful of strategy
10Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Iteration 2
The Black Box, Interfaces, and
Connectivity
11
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Strategic architecture; strategic functionality
12
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Your scope
Navigation and
location
My scope
Auto-pilot
Vision and narrative mapped to architecture and functionality
Architecture and functionality allocated to work streams
Work streams WIP according to methodology
Encapsulated scope: Yours, mine
13
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Stationary,
open
Interfaces Your black box
Your methodology
My black box
My methodology
Encapsulation enables co-existent methodologies
Encapsulation enables synchronized scheduling
My piece of the architecture
Yours, mine with transparency to me
14
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Scope agile and changeable
Transparent only to me
My white box Your black box
Your scope: your choice
Yours, mine, ours
15
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Open network, stationary protocols, and responsive connectivity
Stationary &
open
Your black boxMy black box
Refactor internally
16
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Internals encapsulated from meInternally agile
Refactor
Respect functionality at the interface
Work streams
17
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Your traditional
work streamMy Agile work stream
Network: Planning, physical, virtual (sneaker net)
or combinations
Portfolio agreements
18
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Your traditional
projectMy Agile project
Network: Planning, physical, virtual (sneaker net)
or combinations
Iteration 2 Reflection
Vision and narrative map strategically to architecture and
functionality
Architecture and functionality allocated to work streams
Work streams WIP according to methodology
Encapsulation enables co-existence of methodologies
Encapsulation extends to project and program management
19Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Iteration 3
Governing
20
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Governance is the elephant in the room
Traditional:
• Confidently predict input and outcomes
– Proven process between them
– Controlled input: predicted outcome
• Overbalanced toward input
– Cost, schedule, scope dominate
• Faith in planning as the answer to risk
– Structured analysis; requirements traceability
21
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Shifting allegiance
Agile: shift of allegiance
• FROM: Faithful adherence to a plan
– Planning is good; plans do not survive
• TO: Faithful response to customer need
– If customers are not more successful because of the
project, what’s the point of the project?
22
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Shifting dominance
Agile: shift of dominance
• FROM: dominated by consumption
according to plan (Input, business)
• TO: dominated by value-added throughput
(output, customer)
How is the PMO measured?
• Cost, schedule, scope (input, consumption)
• Customer satisfaction (outcome)
23
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
The shifting thing—four conditions
1. Works only if strategic intent is held stationary
2. Works only if scope can be tactically emergent
3. Works only if quality of outcomes is deemed more
important than control of inputs
4. Works only if Agile and traditional work streams can be
synchronized at milestones
24
Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Three planning elements dominate
25Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Chart: US NOAA
1. Stationary
milestones
2. Change?
3. Are we DONE?
Where are we going?
When will we get there?
How will we know when we’re there?
Milestone planning dominates
26Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Slack or
buffer to
the
milestone
Interfaces
commitments:
• Work as agreed
• Available at the
milestone
Traditional
Agile
Time boxes or WIP
or releases
synchronized to the
milestone
Everything can change? Not exactly
Change? It depends …
• Architectural changes (Stationary; PMO controlled)
• Customer-facing changes (Tactically emergent; delegated)
• Construction changes (Non-functional; interior structure)
– Policy and regulatory management
– Refactoring change
27Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Are we DONE?
Why is DONE in play? Tactically emergent scope
Are we DONE when
• The money runs out?
• Some milestone is reached?
• The customer is satisfied?
• Some predictable outcome is achieved?
• We finished the backlog
– Ooops! We never finish; imagination is boundaryless
28Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
We are DONE when …
When BEST VALUE is delivered
The most, and the most valuable scope
deliverable within the available resources
And without compromises of quality as judged
by the customer
29Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Iteration 3 Reflection
Governance buy-in is the key to everything
• Allegiance and dominance shift
– From traditional input dominance to agile output
dominance
• Synchronized milestones
– Slack, buffers, etc guard milestone commitments
– Traditional work streams and Agile work streams work to
the same milestones
• Commitment to best value
– Get the most of the most important for the available
resources, without compromise of quality
30Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
31Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
All done and ready for questions!
Read more…
32Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
Large scale projects
in large scale
organizations
Photo: J. Ross Publishing
Learn more…
PMI® eSeminarsWorldsm
instructor
• Agile Project Management
• Advanced Risk Management
and
• Understanding Organizational
Change
33
Copyright 2012 Square Peg Consultiing LLC, All Rights
Reserved
Stay in touch
John C Goodpasture, PMP
Program manager, author, and
instructor
34
Copyright 2012 Square Peg Consultiing LLC, All Rights
Reserved
info@sqpegconsulting.com
johngoodpasture.com

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Agile in Waterfall - Hybrid Approach

  • 1. Agile in the Waterfall A look at hybrid Agile 1Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Produced by Square Peg Consulting, LLC Orlando, Florida www.sqpegconsulting.comPhoto: John Goodpasture Yellowstone National Park, Wyoming
  • 2. Here’s our theme: Agile in the waterfall is about encapsulating work and synchronizing outcomes, while respecting architecture and narrative 2Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 3. Iteration 1 First Principles and Requisite Conditions 3Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 4. Here’s our operating principle: Agile projects are simultaneously: Strategically stationary …. Tactically iterative and emergent 4Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 5. Strategically stationary Whenever and wherever you look, the project has the same strategic intent and predictable business outlook • Strategic intent – opportunity, vision • Strategically predictable – mission satisfaction 5Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Business Case Business scorecard Project Charter Project scorecard
  • 6. Mapping strategically 6Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Mission Opportunity Vision Narrative Drivers Milestones Architecture Functionality Optimism Confidence Envisioning, Vision Delivering, Throughput Risk Mapping
  • 7. Risk response: Be emergent and iterative 7Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Photo: US Navy Tactically agile
  • 8. Tactically agile environment 8Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved  Small teams  Redundancy  Local management Photo: US Navy  Instinctive action  Proven protocols and practices  Frictionless Confident
  • 9. Overlay strategy with tactics  Tactically responsive to circumstances  Emergent plan as conditions develop  Tactically respectful of strategy as an overlay 9Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Tack to strategic objective
  • 10. Iteration 1 Reflection Opposite ideas coexist – stationary, and emergent Stationary: strategic predictability, a traditional quality Emergent: reactive to circumstances and conditions, an Agile quality The tactical overlays the strategic Local, instinctive, redundant, frictionless Respectful of strategy 10Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 11. Iteration 2 The Black Box, Interfaces, and Connectivity 11 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 12. Strategic architecture; strategic functionality 12 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Your scope Navigation and location My scope Auto-pilot Vision and narrative mapped to architecture and functionality Architecture and functionality allocated to work streams Work streams WIP according to methodology
  • 13. Encapsulated scope: Yours, mine 13 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Stationary, open Interfaces Your black box Your methodology My black box My methodology Encapsulation enables co-existent methodologies Encapsulation enables synchronized scheduling My piece of the architecture
  • 14. Yours, mine with transparency to me 14 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Scope agile and changeable Transparent only to me My white box Your black box Your scope: your choice
  • 15. Yours, mine, ours 15 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Open network, stationary protocols, and responsive connectivity Stationary & open Your black boxMy black box
  • 16. Refactor internally 16 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Internals encapsulated from meInternally agile Refactor Respect functionality at the interface
  • 17. Work streams 17 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Your traditional work streamMy Agile work stream Network: Planning, physical, virtual (sneaker net) or combinations
  • 18. Portfolio agreements 18 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Your traditional projectMy Agile project Network: Planning, physical, virtual (sneaker net) or combinations
  • 19. Iteration 2 Reflection Vision and narrative map strategically to architecture and functionality Architecture and functionality allocated to work streams Work streams WIP according to methodology Encapsulation enables co-existence of methodologies Encapsulation extends to project and program management 19Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 20. Iteration 3 Governing 20 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 21. Governance is the elephant in the room Traditional: • Confidently predict input and outcomes – Proven process between them – Controlled input: predicted outcome • Overbalanced toward input – Cost, schedule, scope dominate • Faith in planning as the answer to risk – Structured analysis; requirements traceability 21 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 22. Shifting allegiance Agile: shift of allegiance • FROM: Faithful adherence to a plan – Planning is good; plans do not survive • TO: Faithful response to customer need – If customers are not more successful because of the project, what’s the point of the project? 22 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 23. Shifting dominance Agile: shift of dominance • FROM: dominated by consumption according to plan (Input, business) • TO: dominated by value-added throughput (output, customer) How is the PMO measured? • Cost, schedule, scope (input, consumption) • Customer satisfaction (outcome) 23 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 24. The shifting thing—four conditions 1. Works only if strategic intent is held stationary 2. Works only if scope can be tactically emergent 3. Works only if quality of outcomes is deemed more important than control of inputs 4. Works only if Agile and traditional work streams can be synchronized at milestones 24 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 25. Three planning elements dominate 25Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Chart: US NOAA 1. Stationary milestones 2. Change? 3. Are we DONE? Where are we going? When will we get there? How will we know when we’re there?
  • 26. Milestone planning dominates 26Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Slack or buffer to the milestone Interfaces commitments: • Work as agreed • Available at the milestone Traditional Agile Time boxes or WIP or releases synchronized to the milestone
  • 27. Everything can change? Not exactly Change? It depends … • Architectural changes (Stationary; PMO controlled) • Customer-facing changes (Tactically emergent; delegated) • Construction changes (Non-functional; interior structure) – Policy and regulatory management – Refactoring change 27Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 28. Are we DONE? Why is DONE in play? Tactically emergent scope Are we DONE when • The money runs out? • Some milestone is reached? • The customer is satisfied? • Some predictable outcome is achieved? • We finished the backlog – Ooops! We never finish; imagination is boundaryless 28Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 29. We are DONE when … When BEST VALUE is delivered The most, and the most valuable scope deliverable within the available resources And without compromises of quality as judged by the customer 29Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 30. Iteration 3 Reflection Governance buy-in is the key to everything • Allegiance and dominance shift – From traditional input dominance to agile output dominance • Synchronized milestones – Slack, buffers, etc guard milestone commitments – Traditional work streams and Agile work streams work to the same milestones • Commitment to best value – Get the most of the most important for the available resources, without compromise of quality 30Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 31. 31Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved All done and ready for questions!
  • 32. Read more… 32Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved Large scale projects in large scale organizations Photo: J. Ross Publishing
  • 33. Learn more… PMI® eSeminarsWorldsm instructor • Agile Project Management • Advanced Risk Management and • Understanding Organizational Change 33 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved
  • 34. Stay in touch John C Goodpasture, PMP Program manager, author, and instructor 34 Copyright 2012 Square Peg Consultiing LLC, All Rights Reserved info@sqpegconsulting.com johngoodpasture.com