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Being agile
while standing in a Waterfall
!

Mike Edwards	


!
!
!
!
mike@leanintuit.com	

Twitter: @mikeeedwards	

Blog: www.mikeeedwards.ca	

References: agilewaterfall.ca
CHRISTOPHER AVERY
& THE LEADERSHIP GIFT

The Responsibility Process™

RESPONSIBILITY
OBLIGATION
QUIT
SHAME
JUSTIFY
LAY BLAME
DENIAL
ChristopherAvery.com

©1991-2012. International trademarks and copyrights apply. Leadership Gift™ is a trademark of Christopher Avery. Responsibility Process™ and Keys to Responsibility™
are trademarks of Christopher Avery and Bill McCarley. Permission is hereby granted to duplicate and distribute only in its entirety without changes or deletions.
Agile will fail at my workplace
because of ...
•
•
•
•
•
•
•
•
•
•
•

The concept of dedicating to one task at a time is not supported	

Because of our culture	

They won’t change	

Of me	

It’s counterintuitive and hard to practice	

Too focused on mechanics	

Ridiculous product owners	

What we do already works	

Not everyone on our team understands it	

We only fund capital projects	

My boss who manages with fear

( Taken from Agile 2013 )
Agenda
Stories

What worked for me

Views & experiences

Where to from here
Does Waterfall work?
I

SYSTE
M

I

ANALYSIS
PROGRAM
DESIGN

I

coo,.o

TESTING

I OPERATIONS
Figure 2. Implementation steps to develop a large computer program for delivery to a customer.

I believe in this concept, but the implementation described above is risky and invites failure. The

“I believe in this concept, but the implementation
described above is risky and invites failures” -Winston Royce (August 1970)
problem is illustrated in Figure 4. The testing phase which occurs at the end of the development cycle is the
first event for which timing, storage, input/output transfers, etc., are experienced as distinguished from

analyzed. These phenomena are not precisely analyzable. They are not the solutions to the standard partial

differential equations of mathematical physics for instance. Yet if these phenomena fail to satisfy the various

external constraints, then invariably a major redesign is required. A simple octal patch or redo of some isolated
code will not fix these kinds of difficulties. The required design changes are likely to be so disruptive that the

software requirements upon which the design is based and which provides the rationale for everything are
Computing: Then & Now

IBM System/360

.034 MIPS
max 16MB memory
225MB Disk
$50k/month to lease
$15mm to buy
What is Agile?
Saying you do one of
these ...
XP
RAD
FDD

SAFe

Scrum

Agile
Lean

RUP

Kanban

DSDM

DAD
Crystal
... can be like carrying
one of these
Story time!
The situation
• Towards end of a larger troubled project
(we kept dropping scope)	


• Team only available for 3 more months	

• Budget defined by available people and time	

• Low key enhancement project	

• Waterfall was best described as a religion
Go!
• Secured a war ‘area’	

• Given free reign to ‘try something different’	

• Simple one sentence scope statement	

• No authority to NOT do something in the
department’s process	


• Executive sponsorship watched closely
The Result!
• Finished early	

• Finished slightly under budget	

• Features delivered exceeded customer
expectation	


• No quality issues after go-live	

• Happy customer!
Ideas for being Agile?
Describe the
characteristics of a
successful project?
Agile Manifesto
We are uncovering better ways of developing

software by doing it and helping others do it.

Through this work we have come to value:	

Individuals and interactions over processes and tools

Working software over comprehensive documentation

Customer collaboration over contract negotiation

Responding to change over following a plan
!
That is, while there is value in the items on

the right, we value the items on the left more.
Ideas
Make it about principles
Learning vs. Improving
We can learn the mechanic
didn’t latch the cowling
Feel better?

What does it mean
to improve?
Improve how you Improve
•

Conduct regular retrospectives
throughout the project	


•
•

Empower teams to improve	


•

Make improvement an objective
for teams

Make room for ongoing
improvements
Ideas
Make it about principles 

Conduct regular Retrospectives & Improve
People
• Support those who deliver value 	

• Motivate them	

• Trust them	

• Create sustainable pace	

• Foster responsibility	

• Have fun!
Collaborate!
•
•
•
•
•
•

Examine the value of your weekly status meetings	

Tear down the walls	

Eliminate the hierarchy	

Make information visible	

Build a cross functional team	

Build a high performing team
Ideas
Make it about principles 

Conduct regular Retrospectives & Improve

Create a high performance team
“The customer just asked for a
couple changes”
Why do we need
Change Management?
Decisions are made prematurely!

Our customers cannot possibly know what they
want in detail at the start of a project
Scope
!

O

In Scope
"

Blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah Blah blah blah blah blah blah blah

"

Blah blah blah blah

"

Blah blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah

!
!

Out of Scope
"

Blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah Blah blah blah blah blah blah blah

"

Blah blah blah blah

"

Blah blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah blah blah blah blah blah blah

"

Blah blah blah blah blah blah blah
Scope
!
Scope Statement
!
! In Scope
" Add a feature <to the system> and
supporting functionality
!
! Out of Scope
Create a story map
!
!
!
!
!
!

User Story format:	

As a <user>, I want <some goal>, so that <some reason>
Scope
Scope Management
Front Burner

User Stories

Back Burner

Fridge

Freezer
What can you do about
change?
Embrace it!	

Welcome changing requirements, even late in 

development. Agile processes harness change for 

the customer's competitive advantage.	

(Agile Manifesto - Principle #2)	


!
!
!
!
!

Create an environment	

allowing everyone to learn
Ideas
Make it about principles 

Conduct regular Retrospectives & Improve 

Create a high performance team

Defer decisions until the last responsible
moment
Why do we schedule?
An ineffective schedule
An effective schedule?
Schedule
Ideas
Make it about principles 

Conduct regular Retrospectives & Improve

Create a high performance team

Defer decisions until the last responsible
moment 

‘Deliver’ frequently

Simplicity
Status Reporting

• Start ALL projects red	

• Check the politics at the door	

• Honesty & Transparency	

• Put your status on the wall	

• Build plans allowing for clearer
reporting
Ideas
Make it about principles 

Conduct regular Retrospectives & Improve 

Create a high performance team

Defer decisions until the last responsible
moment 

‘Deliver’ frequently

Simplicity

Start ALL projects red!
Tracking Progress
Critical Path Actual vs Target Hours
12

Hours

9

Burn up

6

1800000

3

1350000
0
8-Mar

15-Mar

22-Mar

29-Mar

5-Apr

Daily burn

12-Apr

19-Apr

900000

450000

0

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30

Budget

Cumulative Actuals

Cumulative Planned
Measurements
Time
sheets

Schedule
Accuracy
Be careful what you measure ...	

COBIT

You might just get it!
OPM3
CMMI

ITIL
The importance of timeliness!

Hermann Ebbinghaus
Some words of wisdom
!

a.k.a. Things I’ve learned the hard way
Things I’ve learned
•

Culture cannot be changed - change how the work
is done and culture will follow	


•

Start from where you are today and never be
satisfied 	


•
•
•
•

Improve the whole	

Improve one step at a time	

Iterate (Build Measure Learn)	

Have fun!
Thanks!
For more Information:	

http://agilewaterfall.ca	

http://bit.ly/VKyFD5	

!

Stay in Touch!	

Mike@leanintuit.com	

Twitter: @mikeeedwards	

Blog: www.mikeeedwards.ca

My upcoming LeanPub book:



Being agile while standing in a waterfall!
Once upon a time ...

• Final component of a larger program	

• Estimated at 1200 days	

• Drop dead date of 3.5 months	

• Highly visible if we failed	

• Core team assigned of 5 IT people	

• Waterfall was all we knew
Go!
• 15 contractors in the door within 2 weeks 	

• Secured a team room	

• Broke the work out into projects	

• Published a team manifesto	

• Developed a mantra: “Failure is not an
option”	


• Strong executive sponsorship
The Result!
• Delivered on the date we said we would	

• Actuals came in $8000 under budget	

• Delivered all key scope items	

• No significant quality issues after go-live	

• Happy customer!
Another story!

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Being agile while standing in a waterfall

  • 1. Being agile while standing in a Waterfall ! Mike Edwards ! ! ! ! mike@leanintuit.com Twitter: @mikeeedwards Blog: www.mikeeedwards.ca References: agilewaterfall.ca
  • 2. CHRISTOPHER AVERY & THE LEADERSHIP GIFT The Responsibility Process™ RESPONSIBILITY OBLIGATION QUIT SHAME JUSTIFY LAY BLAME DENIAL ChristopherAvery.com ©1991-2012. International trademarks and copyrights apply. Leadership Gift™ is a trademark of Christopher Avery. Responsibility Process™ and Keys to Responsibility™ are trademarks of Christopher Avery and Bill McCarley. Permission is hereby granted to duplicate and distribute only in its entirety without changes or deletions.
  • 3. Agile will fail at my workplace because of ... • • • • • • • • • • • The concept of dedicating to one task at a time is not supported Because of our culture They won’t change Of me It’s counterintuitive and hard to practice Too focused on mechanics Ridiculous product owners What we do already works Not everyone on our team understands it We only fund capital projects My boss who manages with fear ( Taken from Agile 2013 )
  • 4. Agenda Stories What worked for me Views & experiences Where to from here
  • 6. I SYSTE M I ANALYSIS PROGRAM DESIGN I coo,.o TESTING I OPERATIONS Figure 2. Implementation steps to develop a large computer program for delivery to a customer. I believe in this concept, but the implementation described above is risky and invites failure. The “I believe in this concept, but the implementation described above is risky and invites failures” -Winston Royce (August 1970) problem is illustrated in Figure 4. The testing phase which occurs at the end of the development cycle is the first event for which timing, storage, input/output transfers, etc., are experienced as distinguished from analyzed. These phenomena are not precisely analyzable. They are not the solutions to the standard partial differential equations of mathematical physics for instance. Yet if these phenomena fail to satisfy the various external constraints, then invariably a major redesign is required. A simple octal patch or redo of some isolated code will not fix these kinds of difficulties. The required design changes are likely to be so disruptive that the software requirements upon which the design is based and which provides the rationale for everything are
  • 7. Computing: Then & Now IBM System/360 .034 MIPS max 16MB memory 225MB Disk $50k/month to lease $15mm to buy
  • 9. Saying you do one of these ... XP RAD FDD SAFe Scrum Agile Lean RUP Kanban DSDM DAD Crystal
  • 10. ... can be like carrying one of these
  • 12. The situation • Towards end of a larger troubled project (we kept dropping scope) • Team only available for 3 more months • Budget defined by available people and time • Low key enhancement project • Waterfall was best described as a religion
  • 13. Go! • Secured a war ‘area’ • Given free reign to ‘try something different’ • Simple one sentence scope statement • No authority to NOT do something in the department’s process • Executive sponsorship watched closely
  • 14. The Result! • Finished early • Finished slightly under budget • Features delivered exceeded customer expectation • No quality issues after go-live • Happy customer!
  • 15. Ideas for being Agile?
  • 16. Describe the characteristics of a successful project?
  • 17. Agile Manifesto We are uncovering better ways of developing
 software by doing it and helping others do it.
 Through this work we have come to value: Individuals and interactions over processes and tools
 Working software over comprehensive documentation
 Customer collaboration over contract negotiation
 Responding to change over following a plan ! That is, while there is value in the items on
 the right, we value the items on the left more.
  • 18. Ideas Make it about principles
  • 19. Learning vs. Improving We can learn the mechanic didn’t latch the cowling Feel better? What does it mean to improve?
  • 20. Improve how you Improve • Conduct regular retrospectives throughout the project • • Empower teams to improve • Make improvement an objective for teams Make room for ongoing improvements
  • 21. Ideas Make it about principles Conduct regular Retrospectives & Improve
  • 22. People • Support those who deliver value • Motivate them • Trust them • Create sustainable pace • Foster responsibility • Have fun!
  • 23. Collaborate! • • • • • • Examine the value of your weekly status meetings Tear down the walls Eliminate the hierarchy Make information visible Build a cross functional team Build a high performing team
  • 24. Ideas Make it about principles Conduct regular Retrospectives & Improve Create a high performance team
  • 25. “The customer just asked for a couple changes”
  • 26. Why do we need Change Management? Decisions are made prematurely!
 Our customers cannot possibly know what they want in detail at the start of a project
  • 27. Scope ! O In Scope " Blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah Blah blah blah blah blah blah blah " Blah blah blah blah " Blah blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah ! ! Out of Scope " Blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah Blah blah blah blah blah blah blah " Blah blah blah blah " Blah blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah blah blah blah blah blah blah " Blah blah blah blah blah blah blah
  • 28. Scope ! Scope Statement ! ! In Scope " Add a feature <to the system> and supporting functionality ! ! Out of Scope
  • 29. Create a story map ! ! ! ! ! ! User Story format: As a <user>, I want <some goal>, so that <some reason>
  • 30. Scope Scope Management Front Burner User Stories Back Burner Fridge Freezer
  • 31. What can you do about change? Embrace it! Welcome changing requirements, even late in 
 development. Agile processes harness change for 
 the customer's competitive advantage. (Agile Manifesto - Principle #2) ! ! ! ! ! Create an environment allowing everyone to learn
  • 32. Ideas Make it about principles Conduct regular Retrospectives & Improve Create a high performance team Defer decisions until the last responsible moment
  • 33. Why do we schedule?
  • 34. An ineffective schedule An effective schedule?
  • 36. Ideas Make it about principles Conduct regular Retrospectives & Improve Create a high performance team Defer decisions until the last responsible moment ‘Deliver’ frequently Simplicity
  • 37. Status Reporting • Start ALL projects red • Check the politics at the door • Honesty & Transparency • Put your status on the wall • Build plans allowing for clearer reporting
  • 38. Ideas Make it about principles Conduct regular Retrospectives & Improve Create a high performance team Defer decisions until the last responsible moment ‘Deliver’ frequently Simplicity Start ALL projects red!
  • 39. Tracking Progress Critical Path Actual vs Target Hours 12 Hours 9 Burn up 6 1800000 3 1350000 0 8-Mar 15-Mar 22-Mar 29-Mar 5-Apr Daily burn 12-Apr 19-Apr 900000 450000 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Budget Cumulative Actuals Cumulative Planned
  • 40. Measurements Time sheets Schedule Accuracy Be careful what you measure ... COBIT You might just get it! OPM3 CMMI ITIL
  • 41. The importance of timeliness! Hermann Ebbinghaus
  • 42. Some words of wisdom ! a.k.a. Things I’ve learned the hard way
  • 43. Things I’ve learned • Culture cannot be changed - change how the work is done and culture will follow • Start from where you are today and never be satisfied • • • • Improve the whole Improve one step at a time Iterate (Build Measure Learn) Have fun!
  • 44. Thanks! For more Information: http://agilewaterfall.ca http://bit.ly/VKyFD5 ! Stay in Touch! Mike@leanintuit.com Twitter: @mikeeedwards Blog: www.mikeeedwards.ca My upcoming LeanPub book: 
 Being agile while standing in a waterfall!
  • 45.
  • 46.
  • 47.
  • 48.
  • 49. Once upon a time ... • Final component of a larger program • Estimated at 1200 days • Drop dead date of 3.5 months • Highly visible if we failed • Core team assigned of 5 IT people • Waterfall was all we knew
  • 50. Go! • 15 contractors in the door within 2 weeks • Secured a team room • Broke the work out into projects • Published a team manifesto • Developed a mantra: “Failure is not an option” • Strong executive sponsorship
  • 51. The Result! • Delivered on the date we said we would • Actuals came in $8000 under budget • Delivered all key scope items • No significant quality issues after go-live • Happy customer!