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1 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Estimating User Stories in Agile Space
Deeper Dive into Agile
By: Sriram Rajagopalan
We will be starting the webinar shortly, please stand by…
All phones will be automatically on mute until the Q&A.
Webinar Starts at 2:00 PM Eastern Time Zone
®
2 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Meet the Speaker
Dr. Sriram Rajagopalan
Education
Work
Experience
Training &
Certification
Teaching
Experience
PhD, MBA, MS, BE
PfMP, PgMP, PMP, SP,
RMP, ACP, CSM, CSPO,
ACC, CSD, SCT, CSOXP,
SSBB, Instructional
Designer, Speaker,
Writer, and Author
Software Engineer,
Team Leader,
Business Analyst,
Project Manager,
Scrum Master, Agile
Coach, Director,
Vice President
Several
Colleges in the
US, India, &
Vietnam
®
3 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Introduction
 Today’s webinar is part of the series on “Deeper Dive into
Agile”
 Each webinar is 1-hour long. We will reserve time at the end
for questions
 Unlike the previous webinars, each webinar is a stand-alone
webinar
 The webinars may demonstrate the concept using a tool
 There is no expectation on your part to setup access with
the SpiraTeam®
 The completion certificate is based on specific requirements
®
4 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Completion Certificate
Start
Register for Webinar
Attend
View Archive when
available
Receive Certificate
No
Yes
End
Reminders
• No dependency on the
webinars
• No quiz on the webinars
®
5 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Deeper Dive into Agile
April 25
Preparing for Career
Roles in the Agile
Arena
May 7
Estimating User Stories
in the Agile Space
Jun 6
Managing Risk in the
Agile Enterprise
®
6 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Estimation in Agile
Estimation in Agile is NOT vastly
different from estimation in other
approaches. Estimation in all approaches
first march towards “how long” or “how
much” certain work will take to
complete! The “when” to deliver comes
much later.
®
7 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Getting Grounded: Accuracy
Accuracy
Order of
Magnitude
Feasibility Preliminary Substantive Definitive
Can we do?
Screening
Estimate
-25% - +75%
Margin
Should we do?
Decision
Estimate
-25% - +25%
Margin
Can we afford?
Budget
Estimate
-10% - +15%
Margin
Should we execute?
Plan
Estimate
-10% - +15%
Margin
When to deliver?
Schedule
Estimate
-5% - +10%
Margin
®
8 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Getting Grounded: Level of Confidence
Top Down
• Analogous Estimation
• Parametric Estimation
Bottom Up
• Parametric
Estimation
3-Point
Estimation
Team
Level
Team
Order of
Magnitude or
Feasibility
Estimates
Preliminary
or
Substantive
Estimates
Definitive
Estimates
®
9 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Estimation – Challenge with Time
Estimation
Ideal
Time
Elapsed
Time
Cycle
Time
Takt
Time
Time taken
without any
interruption
Time taken
with the
interruption
Time taken
from ideation
to deployment
Time taken for finished
product to meet
customer demand
®
10 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Challenge with Delivery
Estimation measured in days/hours
• Assumes everyone always have a “good
average day”
• Assumes anyone can do the job
• Assumes the assigned individual is available
• Assumes factors outside of schedule doesn’t
impact demands
®
11 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Story Point
 Critical is Agile focus team commitment to self-organization
 Pivotal is the measure of the team’s ability to deliver
 Indispensable is the approximation of effort expected
1
2
3
5
8
13
21
Fibonacci
Sequence helps
in “sizing” the
level of effort
®
12 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Estimation Unit
Small
3 - 8
Points
Medium
13 - 40
Points
Large
40 – 80
Points
X-Large
> 80
Points
This Photo by Unknown Author is licensed under CC BY-SA
®
13 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Art of Agile Estimation
Idea
Epic 1
Theme A
Theme B
Epic 2
Theme C
Theme D
Feature I
Feature II
User Story a
Task I
Task ii
Task iiiUser Story b
User Story c
T0 T50
Time
Dreams Castles
Granularity
Big House Duplex Home 2 BR, etc. Get loan preapproval
Don’t estimate T-Shirt Sizes Story Point Hours
®
14 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Prerequisites for Backlog
• Neither too much nor too little information
Detailed Appropriately
• The user story should be unambiguous for one to estimate
Estimable
• It is dynamic and evolves iteratively through the iterations
Emergent
• Those that deliver the most value to the user should be at the top
Prioritized
®
15 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Prerequisites for User Story
• Avoids planning & prioritizationIndependent
• Avoid too many details of precisionNegotiable
• Avoid technology implementation specific details.Valuable
• Story should be at a level for developers to estimate appropriately.Estimable
• Keep it simple by splitting storiesSmall
• Code it for automated testing as much as possibleTestable
®
16 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
User Story
Card
ConversationConfirmation
Agreement between customer and team
Captures high level requirement
Describes details for planning estimates
Acceptance criteria for testing
®
17 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
User Story Format
As a “Frequent Flyer Member” I
want to “setup preferences for my
flight notifications” so that I can
“access the notifications at my
preferred communication channel.”
1. Easy access to the Notifications in the
GUI
2. Quick means to setup the grid of
available channel and flight notification
types
3. Email confirming my preferences
4. Message delivery confirmation on
Mobile
User Story A
Given “20% of unprocessed call
volume”, when “remaining time to
process the volume is less than two
hours,” then “a production alert
should be raised to increase the
ports or throttle.”
1. Expected hourly call volume is first
computed before initiating calls
2. Calls are prioritized by time zone for
processing
3. Separate process polls and records
real-time updates in dashboard
4. Call queuing is adjustable for new
ports or throttle adjustment
User Story B
®
18 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Golden Rules from Best Practices
The WBS represents 100% of the
project scope with all internal
and external deliverables
Every two weeks, there should be
a measurable and agreed upon
deliverable towards project
completion
No task in a WBS should exceed
40 hours regardless of the
resource expertise or the PM’s
bandwidth to monitor progress
100% Rule
2-Week Rule
40 hour
Rule
The release plan represents 100%
of the MVP scope representing
value to customer and business
Every two weeks, there should be
a measurable and agreed upon
MMF delivered in the iterations
No user story exceeding [13 story
points] in size be committed by
the team regardless of the
resource expertise
®
19 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Planning Poker
1. Each member has a deck of cards
2. PO reads and discusses the story
3. Each member selects a card but
doesn’t show the card
4. At a specific time requested, each
member shows the selected card
5. SM facilitates the process of
discussing the differences
6. PO answers the questions
7. Steps 3 and 4 are repeated for a
re-estimate
8. When estimates is closer to
agreement, the story point is
assigned
Steps
®
20 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Relative Sizing
Orange
5-Point 3-Point 8-Point
®
21 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Affinity Estimating -
Example
Small – 3 Points
Medium – 5 Points
Large – 8 Points
X-Large – 13 Points
®
22 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
PERT Approach
Optimistic (O) Most Likely (M) Pessimistic (P)
(O + 4M + P)
6
8 hours 20 hours 40 hours
21 hours
®
23 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
PERT can be applied in Agile too
Planning Optimistic Most Likely Pessimistic PERT Story Point
User Story 1 8 20 40 21.33 21 Risk
User Story 2 1 3 8 3.5 5
User Story 3 2 5 13 5.83 8
User Story 4 13 20 40 22.17 21 Risk
User Story 5 20 80 100 73.33 80 Risk
Rajagopalan, S. (2013). Value of PERT in Agile Estimation and Risk Management. Scrum Alliance.
®
24 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Tools
 Estimation Tools
 PlanningPoker
 PointingPoker
 Story Points are entered in various tools
®
25 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Summary
 Estimation is based on the level of accuracy and confidence
required in the estimate
 Estimation therefore is aligned with the project or product
lifecycle
 Understand the challenges associated with estimation in hours –
differentiate ideal, elapsed, cycle, and takt time
 Not everything that looks like a story is a story to be estimated
with a story point
 Develop an appreciation for DEEP backlog and INVEST in the
user story
 Don’t become too prescriptive and adapt approaches!
®
26 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Q & A
 Please feel free to ask
questions
Course Administration
Ms. Thea Maisuradze
marketing@inflectra.com
Content
Dr. Sriram Rajagopalan
sriram@inflectra.com.
®
27 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation
Next Steps
1. Look for the next seminar
2. If you have any thoughts on other webinars, please email
us
Thank you for watching!

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Art of Agile Estimation

  • 1. ® 1 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Estimating User Stories in Agile Space Deeper Dive into Agile By: Sriram Rajagopalan We will be starting the webinar shortly, please stand by… All phones will be automatically on mute until the Q&A. Webinar Starts at 2:00 PM Eastern Time Zone
  • 2. ® 2 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Meet the Speaker Dr. Sriram Rajagopalan Education Work Experience Training & Certification Teaching Experience PhD, MBA, MS, BE PfMP, PgMP, PMP, SP, RMP, ACP, CSM, CSPO, ACC, CSD, SCT, CSOXP, SSBB, Instructional Designer, Speaker, Writer, and Author Software Engineer, Team Leader, Business Analyst, Project Manager, Scrum Master, Agile Coach, Director, Vice President Several Colleges in the US, India, & Vietnam
  • 3. ® 3 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Introduction  Today’s webinar is part of the series on “Deeper Dive into Agile”  Each webinar is 1-hour long. We will reserve time at the end for questions  Unlike the previous webinars, each webinar is a stand-alone webinar  The webinars may demonstrate the concept using a tool  There is no expectation on your part to setup access with the SpiraTeam®  The completion certificate is based on specific requirements
  • 4. ® 4 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Completion Certificate Start Register for Webinar Attend View Archive when available Receive Certificate No Yes End Reminders • No dependency on the webinars • No quiz on the webinars
  • 5. ® 5 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Deeper Dive into Agile April 25 Preparing for Career Roles in the Agile Arena May 7 Estimating User Stories in the Agile Space Jun 6 Managing Risk in the Agile Enterprise
  • 6. ® 6 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Estimation in Agile Estimation in Agile is NOT vastly different from estimation in other approaches. Estimation in all approaches first march towards “how long” or “how much” certain work will take to complete! The “when” to deliver comes much later.
  • 7. ® 7 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Getting Grounded: Accuracy Accuracy Order of Magnitude Feasibility Preliminary Substantive Definitive Can we do? Screening Estimate -25% - +75% Margin Should we do? Decision Estimate -25% - +25% Margin Can we afford? Budget Estimate -10% - +15% Margin Should we execute? Plan Estimate -10% - +15% Margin When to deliver? Schedule Estimate -5% - +10% Margin
  • 8. ® 8 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Getting Grounded: Level of Confidence Top Down • Analogous Estimation • Parametric Estimation Bottom Up • Parametric Estimation 3-Point Estimation Team Level Team Order of Magnitude or Feasibility Estimates Preliminary or Substantive Estimates Definitive Estimates
  • 9. ® 9 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Estimation – Challenge with Time Estimation Ideal Time Elapsed Time Cycle Time Takt Time Time taken without any interruption Time taken with the interruption Time taken from ideation to deployment Time taken for finished product to meet customer demand
  • 10. ® 10 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Challenge with Delivery Estimation measured in days/hours • Assumes everyone always have a “good average day” • Assumes anyone can do the job • Assumes the assigned individual is available • Assumes factors outside of schedule doesn’t impact demands
  • 11. ® 11 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Story Point  Critical is Agile focus team commitment to self-organization  Pivotal is the measure of the team’s ability to deliver  Indispensable is the approximation of effort expected 1 2 3 5 8 13 21 Fibonacci Sequence helps in “sizing” the level of effort
  • 12. ® 12 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Estimation Unit Small 3 - 8 Points Medium 13 - 40 Points Large 40 – 80 Points X-Large > 80 Points This Photo by Unknown Author is licensed under CC BY-SA
  • 13. ® 13 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Art of Agile Estimation Idea Epic 1 Theme A Theme B Epic 2 Theme C Theme D Feature I Feature II User Story a Task I Task ii Task iiiUser Story b User Story c T0 T50 Time Dreams Castles Granularity Big House Duplex Home 2 BR, etc. Get loan preapproval Don’t estimate T-Shirt Sizes Story Point Hours
  • 14. ® 14 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Prerequisites for Backlog • Neither too much nor too little information Detailed Appropriately • The user story should be unambiguous for one to estimate Estimable • It is dynamic and evolves iteratively through the iterations Emergent • Those that deliver the most value to the user should be at the top Prioritized
  • 15. ® 15 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Prerequisites for User Story • Avoids planning & prioritizationIndependent • Avoid too many details of precisionNegotiable • Avoid technology implementation specific details.Valuable • Story should be at a level for developers to estimate appropriately.Estimable • Keep it simple by splitting storiesSmall • Code it for automated testing as much as possibleTestable
  • 16. ® 16 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation User Story Card ConversationConfirmation Agreement between customer and team Captures high level requirement Describes details for planning estimates Acceptance criteria for testing
  • 17. ® 17 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation User Story Format As a “Frequent Flyer Member” I want to “setup preferences for my flight notifications” so that I can “access the notifications at my preferred communication channel.” 1. Easy access to the Notifications in the GUI 2. Quick means to setup the grid of available channel and flight notification types 3. Email confirming my preferences 4. Message delivery confirmation on Mobile User Story A Given “20% of unprocessed call volume”, when “remaining time to process the volume is less than two hours,” then “a production alert should be raised to increase the ports or throttle.” 1. Expected hourly call volume is first computed before initiating calls 2. Calls are prioritized by time zone for processing 3. Separate process polls and records real-time updates in dashboard 4. Call queuing is adjustable for new ports or throttle adjustment User Story B
  • 18. ® 18 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Golden Rules from Best Practices The WBS represents 100% of the project scope with all internal and external deliverables Every two weeks, there should be a measurable and agreed upon deliverable towards project completion No task in a WBS should exceed 40 hours regardless of the resource expertise or the PM’s bandwidth to monitor progress 100% Rule 2-Week Rule 40 hour Rule The release plan represents 100% of the MVP scope representing value to customer and business Every two weeks, there should be a measurable and agreed upon MMF delivered in the iterations No user story exceeding [13 story points] in size be committed by the team regardless of the resource expertise
  • 19. ® 19 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Planning Poker 1. Each member has a deck of cards 2. PO reads and discusses the story 3. Each member selects a card but doesn’t show the card 4. At a specific time requested, each member shows the selected card 5. SM facilitates the process of discussing the differences 6. PO answers the questions 7. Steps 3 and 4 are repeated for a re-estimate 8. When estimates is closer to agreement, the story point is assigned Steps
  • 20. ® 20 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Relative Sizing Orange 5-Point 3-Point 8-Point
  • 21. ® 21 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Affinity Estimating - Example Small – 3 Points Medium – 5 Points Large – 8 Points X-Large – 13 Points
  • 22. ® 22 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation PERT Approach Optimistic (O) Most Likely (M) Pessimistic (P) (O + 4M + P) 6 8 hours 20 hours 40 hours 21 hours
  • 23. ® 23 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation PERT can be applied in Agile too Planning Optimistic Most Likely Pessimistic PERT Story Point User Story 1 8 20 40 21.33 21 Risk User Story 2 1 3 8 3.5 5 User Story 3 2 5 13 5.83 8 User Story 4 13 20 40 22.17 21 Risk User Story 5 20 80 100 73.33 80 Risk Rajagopalan, S. (2013). Value of PERT in Agile Estimation and Risk Management. Scrum Alliance.
  • 24. ® 24 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Tools  Estimation Tools  PlanningPoker  PointingPoker  Story Points are entered in various tools
  • 25. ® 25 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Summary  Estimation is based on the level of accuracy and confidence required in the estimate  Estimation therefore is aligned with the project or product lifecycle  Understand the challenges associated with estimation in hours – differentiate ideal, elapsed, cycle, and takt time  Not everything that looks like a story is a story to be estimated with a story point  Develop an appreciation for DEEP backlog and INVEST in the user story  Don’t become too prescriptive and adapt approaches!
  • 26. ® 26 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Q & A  Please feel free to ask questions Course Administration Ms. Thea Maisuradze marketing@inflectra.com Content Dr. Sriram Rajagopalan sriram@inflectra.com.
  • 27. ® 27 | 5/22/2019 © Copyright 2006-2018 Inflectra Corporation Next Steps 1. Look for the next seminar 2. If you have any thoughts on other webinars, please email us Thank you for watching!

Editor's Notes

  1. INVEST Model Independent E.g.: The report will be developed and run on the new reporting central. Negotiable E.g.: Customer can pay with all major credit cards Valuable E.g.: Audit logs from all servers will be spooled combined to one log at night. Estimable When developers lack the domain or technical knowledge, it is often difficult to estimate the story. Small Stories shouldn’t be epics E.g.: All logged transactions will be synched to the financial accounting package. Testable Continuous integration involves features that can be automatically tested as the iterations evolve. Developing code to meet this requirement should be foremost consideration. E.g.: Database populates with the available items for purchase within the user’s price requirement within 3 seconds can be automated E.g.: All workflows can be completed in 5 minutes is not testable even under the manual testing considerations.
  2. Release and Iteration Planning sessions User stories as customer centric deliverables instead of use cases Sticky Notes to represent user stories in a visible location Written by business representative in whiteboard planning session. Include acceptance criteria