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Agile Program Management
                                               Best Practices




                                                    Pete Behrens
                                                    Agile Organization & Process Coach
          © 2009 Trail Ridge Consulting, LLC        pete@trailridgeconsulting.com   303.819.1809

Wednesday, June 24, 2009
Pete Behrens

           Agile Organization & Process Coach
                      Certified Scrum Trainer
                      Certified Scrum Coach
                      Guide enterprise organizations in transitioning to an agile
                       organization implementing agile methods
                      Services for agile assessment, alignment, training and coaching

           Previous Experience
                             Led development of the requirements management solution
                              RequisitePro – a core product in the IBM Rational product line – using
                              the Rational Unified Process (RUP)
                             Consulted with EDS leading development of large data warehouse
                              solutions using Rapid Application Development (RAD)

       © 2009 Trail Ridge Consulting, LLC                                                     2


Wednesday, June 24, 2009
Program Management


                    Program Management is the process
                  of managing several related projects
                                   or a portfolio of products




                     Organization           Process     Product

       © 2009 Trail Ridge Consulting, LLC                         3


Wednesday, June 24, 2009
Executive Summary



                   Effective Agile Program Management
                                has less to do with Process
                              than it does the Organization



       © 2009 Trail Ridge Consulting, LLC                     4


Wednesday, June 24, 2009
Executive Summary



           Organization                                  over               Process

                      Individuals and                                         Process
                                                          over
                        Interactions                                         and Tools


                     That is, while there is value in the items on
                     the right, we value the items on the left more.
                                            www.agilemanifesto.org - 2001

       © 2009 Trail Ridge Consulting, LLC                                                5


Wednesday, June 24, 2009
Executive Summary



                         To effectively scale agility to a
                             large complex programs - the
                                        organization is the key



       © 2009 Trail Ridge Consulting, LLC                         6


Wednesday, June 24, 2009
When an organization is small...


            focus                           communication   transparency




                                             ...are free.
       © 2009 Trail Ridge Consulting, LLC                             7


Wednesday, June 24, 2009
Can’t we just scale it through
            Program Management?




                                            Program
                                            Manager




       © 2009 Trail Ridge Consulting, LLC             8


Wednesday, June 24, 2009
In large organizations...
                                                           CIO, CTO,
                                                         VP Engineering


                               Product Line               Product Line         Product Line
                                 Manager                    Manager              Manager



                 Functional                 Functional            Functional                   Usability
                  Manager                    Manager               Manager                    Engineering


                                                                                                  DBA

        PMO

                                                                                              Infrastructure



            ...focus is challenged.                                                             Quality
                                                                                               Assurance

       © 2009 Trail Ridge Consulting, LLC                                                                      9


Wednesday, June 24, 2009
In large organizations...

                                                                  2000




                                            Communication Paths
                                                                  1500

                                                                  1000

                                                                   500

                                                                     0
                                                                         2   6      8    10   30    50
                                                                                 Number of People

            ...communication breaks down.
       © 2009 Trail Ridge Consulting, LLC                                                      10


Wednesday, June 24, 2009
In large organizations...




            ...transparency becomes opaque.
       © 2009 Trail Ridge Consulting, LLC     11


Wednesday, June 24, 2009
Organization Problems lead to
            Program Problems
             Lack of Focus
             Lost Communication
             Little Transparency

                                            Leads to...
                                                 Lack of Predictability
                                                 Too many Dependencies
                                                 Unknown Risks
                                                 Low Quality
       © 2009 Trail Ridge Consulting, LLC                           12


Wednesday, June 24, 2009
Conway’s Law

                                                   Organizations which
                                                    design systems are
                                                  constrained to produce
                                                 designs which are copies
                                                   of the communication
    Organization                                    structures of these
                                                       organizations.




                                            Architecture
                                                     http://www.melconway.com/law

       © 2009 Trail Ridge Consulting, LLC                                 13


Wednesday, June 24, 2009
Organizational Flexibility is Key

             Organization communication complexities
                are manifested in solution design


                    Larger organizations are more rigid


               Organizational flexibility is the key to
                 building effective design solutions
                                             http://www.melconway.com/law

       © 2009 Trail Ridge Consulting, LLC                             14


Wednesday, June 24, 2009
Agile Context


                                                Lean and Agile
                                                  Principles



                                            Scrum Project & Product
                                              Leadership & Team
                                                  Practices


                                            XP Development & Test
                                                  Practices



       © 2009 Trail Ridge Consulting, LLC                        15


Wednesday, June 24, 2009
Why was Scrum Created?

            TEAMS solve problems
            better than individuals




                                            Teams solve problems
                                            better incrementally in
                                            short TIMEBOXES
       © 2009 Trail Ridge Consulting, LLC                        16


Wednesday, June 24, 2009
Why was Scrum Created?

                                             TEAM




       © 2009 Trail Ridge Consulting, LLC
                                            TIMEBOX   17


Wednesday, June 24, 2009
Why was Scrum Created?

                                               TEAM

              focus                         communication   transparency




       © 2009 Trail Ridge Consulting, LLC
                                            TIMEBOX                  18


Wednesday, June 24, 2009
Team members get direction
               from multiple sources
                                                                  Work
                                                                Products
                                                                                                   s
act                                                                                            tice
    ice
       s                                                                                   Prac
                                                      Product                      B est
                                                       Owner

     Work
                                          Architect              UI Designer
     Products
                                                      Scrum
                                                      Master                   Work
                                                                               Products
                                          Technical
                                            Writer               Developer       Best
                                                                                        Prac
        es                                                                                  tices
    ctic
 Pra                                                  Tester
                          Work
                       Products
           © 2009 Trail Ridge Consulting, LLC                                                  19


  Wednesday, June 24, 2009
Architect

               Multiple Scrum Teams
                                                                         Technical
                                                                           Writer
                                           Developer
                 Scrum                                                                             Tester
                 Master
r                                                 Product
                                                  Owner           Tester                   Developer
                          Architect
eveloper
                                                                          UI Designer

                                                       Tester
                   Tester                                                         Scrum
                                                                                  Master         Developer
                                                                                                                      Archite
                                                Developer                Developer
oduct                Technical
wner                   Writer
                                                                                     Developer
                                                                Tester
        Developer
                                        Scrum                                                  Tester
                                        Master
                                                            Architect
           © 2009 Trail Ridge Consulting, LLC                                                                    20


    Wednesday, June 24, 2009
Team                                                  Work
                                                              Products
           Focus
                                                   Single
                                                  Backlog
                                                  Pipeline


                                                  Product
                                                  Owner

                                                                           Team
                                      Architect              UI Designer
                                                                           Characteristics
 Best Practices
                                                  Scrum                    •   Small
                                                  Master
                                                                           •   Dedicated
                                      Technical                            •   Cross-functional
                                                             Developer
                                        Writer                             •   Co-located
                                                                           • Shared Focus
                                                  Tester



       © 2009 Trail Ridge Consulting, LLC                                                21


Wednesday, June 24, 2009
Communication

                                            Fewer
                                            Roles
                                                      Increases
                                                    Communication




                                                      Source: 2004 Patterns of Effective Organizations by Neil Harrison

       © 2009 Trail Ridge Consulting, LLC                                                                         22


Wednesday, June 24, 2009
Communication
                                                      Sharing Work
                                                      across Roles
                                 Increases
                               Communication




                                            Source: 2004 Patterns of Effective Organizations by Neil Harrison
       © 2009 Trail Ridge Consulting, LLC                                                                       23


Wednesday, June 24, 2009
Transparency
                 Product & Release Cycle

                                                             Drives
                               Release
                                Vision


          Release                                                     Sprint & Daily Cycle
                                            Release Scope
          Planning
                                            And Boundaries


                                                                              Sprint
                                                             Review
                                                                             Planning
                                                               &
                                                             Adapt
                                                Feedback                                 Develop
                                                                                          & Test

       © 2009 Trail Ridge Consulting, LLC                                                    24


Wednesday, June 24, 2009
Transparency




                                            ✓ Define a Quarterly release plan
                                            ✓ Align team sprint cycles within that plan
                                            ✓ Share team sprint reviews monthly

       © 2009 Trail Ridge Consulting, LLC                                                 25


Wednesday, June 24, 2009
Shared Sprint Review




         Every team in the program presents its sprint results and release update
       © 2009 Trail Ridge Consulting, LLC                                   26


Wednesday, June 24, 2009
APM Case Study Companies

                                            R&D Organization with over 500 people developing
                                            a suite of retail applications installed in most of the
                                            largest retail chains across the globe.

                                            IT Organization with over 300 people developing
                                            applications to support their B2B office product
                                            distribution and warehouse.

                                            R&D Organization with over 250 people developing
                                            a SaaS CRM platform and suite of applications
                                            supporting many Fortune 1000.

                                            R&D Organization with over 125 people developing
                                            a suite of applications for elementary education
                                            assessment through PDA devices.

                                            IT Organization with over 40 people developing
                                            applications to support their corporate and personal
                                            relocation business
       © 2009 Trail Ridge Consulting, LLC                                                     27


Wednesday, June 24, 2009
What do we need to do?

            focus
                      ✓ Solidify and focus teams
                      ✓ Funnel projects and work items to teams
                      ✓ Limit work to available teams

            communication
                      ✓ Reduce the number of roles in the organization
                      ✓ Share work across all roles more evenly

            transparency
                      ✓ Create quarterly release plans
                      ✓ Align team sprint cycles with a shared review
       © 2009 Trail Ridge Consulting, LLC                           28


Wednesday, June 24, 2009
Executive Summary

                      APM is taking the high-performing
                    team environment found in a single
                 team/product environment and scaling
                    it across a larger organization and
                  product portfolio without the loss of
                 productivity, predictability or quality.

       © 2009 Trail Ridge Consulting, LLC                 29


Wednesday, June 24, 2009
Summary

             Effective Agile Program Management
                  requires...
                       Focus - Teams that are more stable in
                        structure but more flexible in the work
                        products they produce
                       Communication - An organization with fewer
                        roles and more distributed responsibility
                       Transparency - A shared sprint cycle with a
                        regular shared release planning and tracking
                        review
       © 2009 Trail Ridge Consulting, LLC                            30


Wednesday, June 24, 2009

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Agile Program Management Best Practices

  • 1. Agile Program Management Best Practices Pete Behrens Agile Organization & Process Coach © 2009 Trail Ridge Consulting, LLC pete@trailridgeconsulting.com 303.819.1809 Wednesday, June 24, 2009
  • 2. Pete Behrens Agile Organization & Process Coach  Certified Scrum Trainer  Certified Scrum Coach  Guide enterprise organizations in transitioning to an agile organization implementing agile methods  Services for agile assessment, alignment, training and coaching Previous Experience  Led development of the requirements management solution RequisitePro – a core product in the IBM Rational product line – using the Rational Unified Process (RUP)  Consulted with EDS leading development of large data warehouse solutions using Rapid Application Development (RAD) © 2009 Trail Ridge Consulting, LLC 2 Wednesday, June 24, 2009
  • 3. Program Management Program Management is the process of managing several related projects or a portfolio of products Organization Process Product © 2009 Trail Ridge Consulting, LLC 3 Wednesday, June 24, 2009
  • 4. Executive Summary Effective Agile Program Management has less to do with Process than it does the Organization © 2009 Trail Ridge Consulting, LLC 4 Wednesday, June 24, 2009
  • 5. Executive Summary Organization over Process Individuals and Process over Interactions and Tools That is, while there is value in the items on the right, we value the items on the left more. www.agilemanifesto.org - 2001 © 2009 Trail Ridge Consulting, LLC 5 Wednesday, June 24, 2009
  • 6. Executive Summary To effectively scale agility to a large complex programs - the organization is the key © 2009 Trail Ridge Consulting, LLC 6 Wednesday, June 24, 2009
  • 7. When an organization is small... focus communication transparency ...are free. © 2009 Trail Ridge Consulting, LLC 7 Wednesday, June 24, 2009
  • 8. Can’t we just scale it through Program Management? Program Manager © 2009 Trail Ridge Consulting, LLC 8 Wednesday, June 24, 2009
  • 9. In large organizations... CIO, CTO, VP Engineering Product Line Product Line Product Line Manager Manager Manager Functional Functional Functional Usability Manager Manager Manager Engineering DBA PMO Infrastructure ...focus is challenged. Quality Assurance © 2009 Trail Ridge Consulting, LLC 9 Wednesday, June 24, 2009
  • 10. In large organizations... 2000 Communication Paths 1500 1000 500 0 2 6 8 10 30 50 Number of People ...communication breaks down. © 2009 Trail Ridge Consulting, LLC 10 Wednesday, June 24, 2009
  • 11. In large organizations... ...transparency becomes opaque. © 2009 Trail Ridge Consulting, LLC 11 Wednesday, June 24, 2009
  • 12. Organization Problems lead to Program Problems  Lack of Focus  Lost Communication  Little Transparency Leads to...  Lack of Predictability  Too many Dependencies  Unknown Risks  Low Quality © 2009 Trail Ridge Consulting, LLC 12 Wednesday, June 24, 2009
  • 13. Conway’s Law Organizations which design systems are constrained to produce designs which are copies of the communication Organization structures of these organizations. Architecture http://www.melconway.com/law © 2009 Trail Ridge Consulting, LLC 13 Wednesday, June 24, 2009
  • 14. Organizational Flexibility is Key Organization communication complexities are manifested in solution design Larger organizations are more rigid Organizational flexibility is the key to building effective design solutions http://www.melconway.com/law © 2009 Trail Ridge Consulting, LLC 14 Wednesday, June 24, 2009
  • 15. Agile Context Lean and Agile Principles Scrum Project & Product Leadership & Team Practices XP Development & Test Practices © 2009 Trail Ridge Consulting, LLC 15 Wednesday, June 24, 2009
  • 16. Why was Scrum Created? TEAMS solve problems better than individuals Teams solve problems better incrementally in short TIMEBOXES © 2009 Trail Ridge Consulting, LLC 16 Wednesday, June 24, 2009
  • 17. Why was Scrum Created? TEAM © 2009 Trail Ridge Consulting, LLC TIMEBOX 17 Wednesday, June 24, 2009
  • 18. Why was Scrum Created? TEAM focus communication transparency © 2009 Trail Ridge Consulting, LLC TIMEBOX 18 Wednesday, June 24, 2009
  • 19. Team members get direction from multiple sources Work Products s act tice ice s Prac Product B est Owner Work Architect UI Designer Products Scrum Master Work Products Technical Writer Developer Best Prac es tices ctic Pra Tester Work Products © 2009 Trail Ridge Consulting, LLC 19 Wednesday, June 24, 2009
  • 20. Architect Multiple Scrum Teams Technical Writer Developer Scrum Tester Master r Product Owner Tester Developer Architect eveloper UI Designer Tester Tester Scrum Master Developer Archite Developer Developer oduct Technical wner Writer Developer Tester Developer Scrum Tester Master Architect © 2009 Trail Ridge Consulting, LLC 20 Wednesday, June 24, 2009
  • 21. Team Work Products Focus Single Backlog Pipeline Product Owner Team Architect UI Designer Characteristics Best Practices Scrum • Small Master • Dedicated Technical • Cross-functional Developer Writer • Co-located • Shared Focus Tester © 2009 Trail Ridge Consulting, LLC 21 Wednesday, June 24, 2009
  • 22. Communication Fewer Roles Increases Communication Source: 2004 Patterns of Effective Organizations by Neil Harrison © 2009 Trail Ridge Consulting, LLC 22 Wednesday, June 24, 2009
  • 23. Communication Sharing Work across Roles Increases Communication Source: 2004 Patterns of Effective Organizations by Neil Harrison © 2009 Trail Ridge Consulting, LLC 23 Wednesday, June 24, 2009
  • 24. Transparency Product & Release Cycle Drives Release Vision Release Sprint & Daily Cycle Release Scope Planning And Boundaries Sprint Review Planning & Adapt Feedback Develop & Test © 2009 Trail Ridge Consulting, LLC 24 Wednesday, June 24, 2009
  • 25. Transparency ✓ Define a Quarterly release plan ✓ Align team sprint cycles within that plan ✓ Share team sprint reviews monthly © 2009 Trail Ridge Consulting, LLC 25 Wednesday, June 24, 2009
  • 26. Shared Sprint Review Every team in the program presents its sprint results and release update © 2009 Trail Ridge Consulting, LLC 26 Wednesday, June 24, 2009
  • 27. APM Case Study Companies R&D Organization with over 500 people developing a suite of retail applications installed in most of the largest retail chains across the globe. IT Organization with over 300 people developing applications to support their B2B office product distribution and warehouse. R&D Organization with over 250 people developing a SaaS CRM platform and suite of applications supporting many Fortune 1000. R&D Organization with over 125 people developing a suite of applications for elementary education assessment through PDA devices. IT Organization with over 40 people developing applications to support their corporate and personal relocation business © 2009 Trail Ridge Consulting, LLC 27 Wednesday, June 24, 2009
  • 28. What do we need to do? focus ✓ Solidify and focus teams ✓ Funnel projects and work items to teams ✓ Limit work to available teams communication ✓ Reduce the number of roles in the organization ✓ Share work across all roles more evenly transparency ✓ Create quarterly release plans ✓ Align team sprint cycles with a shared review © 2009 Trail Ridge Consulting, LLC 28 Wednesday, June 24, 2009
  • 29. Executive Summary APM is taking the high-performing team environment found in a single team/product environment and scaling it across a larger organization and product portfolio without the loss of productivity, predictability or quality. © 2009 Trail Ridge Consulting, LLC 29 Wednesday, June 24, 2009
  • 30. Summary  Effective Agile Program Management requires...  Focus - Teams that are more stable in structure but more flexible in the work products they produce  Communication - An organization with fewer roles and more distributed responsibility  Transparency - A shared sprint cycle with a regular shared release planning and tracking review © 2009 Trail Ridge Consulting, LLC 30 Wednesday, June 24, 2009