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Agile Reporting and Metrics Giora Morein |  [email_address] ,[object Object],[object Object],[object Object],[object Object]
Levels of Reporting Iteration Product Release/Project Iteration Iteration Iteration Release/Project Iteration Iteration Iteration Iteration Iteration Release/Project Program Team
Starting off with… ,[object Object],Iteration Reporting
Iteration Reporting Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Iteration Reporting
Stories are Selected 3 5 8 13 Iteration Reporting Story: 27 ,[object Object],[object Object],Story: 12 As a customer,  I want to… see the latest stock price of a specific stock Story: 18 As a prospective customer,  I want to… see the list of products and services that are offered Story: 35 ,[object Object],[object Object]
Tasks are Defines  Story Finalize  Requirements 8 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Stock  Object 16 hrs Integrate with  Stock Ticker Svs. 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Finalize  Requirements 8 hrs Define Tests 12 hrs Define Web-  Service Interface 4 hrs Develop Portfolio Object 16 hrs Call Stored  Procedure 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Modify Schema 16 hrs Stored Procedure 32 hrs Build Cache 32 hrs 8 13 5 3 Finalize  Requirements 4 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Owned Object 16 hrs Develop Compare Logic 16 hrs Visual Design 2 hrs HTML Template 16 hrs Modify Controller 10 hrs Develop JSP 12 hrs Execute Tests 8 hrs Finalize  Requirements 4 hrs Create Offering Content 8 hrs Visual Design 8 hrs Execute Tests 2 hrs Develop JSP 4 hrs Configure Role & Permissions 4 hrs Define Tests 1 hrs Tasks Stored Procedure 8 hrs Iteration Reporting Story: 27 ,[object Object],[object Object],Story: 18 As a customer,  I want to… see the latest stock price of a specific stock Story: 12 As a prospective customer,  I want to… see the list of products and services that are offered Story: 35 ,[object Object],[object Object]
Day - 1 Task Board is Created Story Finalize  Requirements 8 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Stock  Object 16 hrs Integrate with  Stock Ticker Svs. 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Finalize  Requirements 8 hrs Define Tests 12 hrs Define Web-  Service Interface 4 hrs Develop Portfolio Object 16 hrs Call Stored  Procedure 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Modify Schema 16 hrs Stored Procedure 32 hrs Build Cache 32 hrs 8 13 5 3 Finalize  Requirements 4 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Owned Object 16 hrs Develop Compare Logic 16 hrs Visual Design 2 hrs HTML Template 16 hrs Modify Controller 10 hrs Develop JSP 12 hrs Execute Tests 8 hrs Finalize  Requirements 4 hrs Create Offering Content 8 hrs Visual Design 8 hrs Execute Tests 2 hrs Develop JSP 4 hrs Configure Role & Permissions 4 hrs Define Tests 1 hrs Not Started Stored Procedure 8 hrs In Progress Complete Iteration Reporting Story: 27 ,[object Object],[object Object],Story: 18 As a customer,  I want to… see the latest stock price of a specific stock Story: 12 As a prospective customer,  I want to… see the list of products and services that are offered Story: 35 ,[object Object],[object Object]
Task List – Day 1 Iteration Reporting
Day 2 – Task Board Updated Story Finalize  Requirements 8 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Stock  Object 16 hrs Integrate with  Stock Ticker Svs. 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Finalize  Requirements 8 hrs Define Tests 12 hrs Define Web-  Service Interface 4 hrs Develop Portfolio Object 16 hrs Call Stored  Procedure 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Modify Schema 16 hrs Stored Procedure 32 hrs Build Cache 32 hrs 8 13 5 3 Finalize  Requirements 4 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Owned Object 16 hrs Develop Compare Logic 16 hrs Visual Design 2 hrs HTML Template 16 hrs Modify Controller 10 hrs Develop JSP 12 hrs Execute Tests 8 hrs Finalize  Requirements 4 hrs Create Offering Content 8 hrs Visual Design 8 hrs Execute Tests 2 hrs Develop JSP 4 hrs Configure Role & Permissions 4 hrs Define Tests 1 hrs Not Started Stored Procedure 8 hrs In Progress Complete Iteration Reporting Story: 27 ,[object Object],[object Object],Story: 18 As a customer,  I want to… see the latest stock price of a specific stock Story: 12 As a prospective customer,  I want to… see the list of products and services that are offered Story: 35 ,[object Object],[object Object]
Task List – Day 2 Iteration Reporting
Day 3 – Task Board Updated Story Finalize  Requirements 8 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Stock  Object 16 hrs Integrate with  Stock Ticker Svs. 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Finalize  Requirements 8 hrs Define Tests 12 hrs Define Web-  Service Interface 4 hrs Develop Portfolio Object 16 hrs Call Stored  Procedure 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Modify Schema 16 hrs Stored Procedure 32 hrs Build Cache 32 hrs 8 13 5 3 Finalize  Requirements 4 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Owned Object 16 hrs Develop Compare Logic 16 hrs Visual Design 2 hrs HTML Template 16 hrs Modify Controller 10 hrs Develop JSP 12 hrs Execute Tests 8 hrs Finalize  Requirements 4 hrs Create Offering Content 8 hrs Visual Design 8 hrs Execute Tests 2 hrs Develop JSP 4 hrs Configure Role & Permissions 4 hrs Define Tests 1 hrs Not Started Stored Procedure 8 hrs In Progress Complete Iteration Reporting Story: 27 ,[object Object],[object Object],Story: 18 As a customer,  I want to… see the latest stock price of a specific stock Story: 12 As a prospective customer,  I want to… see the list of products and services that are offered Story: 35 ,[object Object],[object Object]
Task List – Day 3 Iteration Reporting
Day 4 – Task Board Updated Story Finalize  Requirements 8 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Stock  Object 16 hrs Integrate with  Stock Ticker Svs. 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Finalize  Requirements 8 hrs Define Tests 12 hrs Define Web-  Service Interface 4 hrs Develop Portfolio Object 16 hrs Call Stored  Procedure 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Modify Schema 16 hrs Stored Procedure 32 hrs Build Cache 32 hrs 8 13 5 3 Finalize  Requirements 4 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Owned Object 16 hrs Develop Compare Logic 16 hrs Visual Design 2 hrs HTML Template 16 hrs Modify Controller 10 hrs Develop JSP 12 hrs Execute Tests 8 hrs Finalize  Requirements 4 hrs Create Offering Content 8 hrs Visual Design 8 hrs Execute Tests 2 hrs Develop JSP 4 hrs Configure Role & Permissions 4 hrs Define Tests 1 hrs Not Started Stored Procedure 8 hrs In Progress Complete Iteration Reporting Story: 27 ,[object Object],[object Object],Story: 18 As a customer,  I want to… see the latest stock price of a specific stock Story: 12 As a prospective customer,  I want to… see the list of products and services that are offered Story: 35 ,[object Object],[object Object]
Task List – Day 4 Iteration Reporting
Day 5 – Task Board Updated Story Finalize  Requirements 8 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Stock  Object 16 hrs Integrate with  Stock Ticker Svs. 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Finalize  Requirements 8 hrs Define Tests 12 hrs Define Web-  Service Interface 4 hrs Develop Portfolio Object 16 hrs Call Stored  Procedure 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Modify Schema 16 hrs Stored Procedure 32 hrs Build Cache 32 hrs 8 13 5 3 Finalize  Requirements 4 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Owned Object 16 hrs Develop Compare Logic 16 hrs Visual Design 2 hrs HTML Template 16 hrs Modify Controller 10 hrs Develop JSP 12 hrs Execute Tests 8 hrs Finalize  Requirements 4 hrs Create Offering Content 8 hrs Visual Design 8 hrs Execute Tests 2 hrs Develop JSP 4 hrs Configure Role & Permissions 4 hrs Define Tests 1 hrs Not Started Stored Procedure 8 hrs In Progress Complete Iteration Reporting Story: 27 ,[object Object],[object Object],Story: 18 As a customer,  I want to… see the latest stock price of a specific stock Story: 12 As a prospective customer,  I want to… see the list of products and services that are offered Story: 35 ,[object Object],[object Object]
Task List – Day 5 Iteration Reporting
The Iteration Burn-down ,[object Object],[object Object],[object Object],[object Object],Iteration Reporting
Burn-down Analysis Fundamentals Iteration Reporting
Burn-down Analysis Fundamentals Iteration Reporting
Burn-down Analysis Fundamentals Too Slow ± 200 hours over Iteration Reporting
Burn-down Analysis Fundamentals Iteration Reporting
Burn-down Analysis Fundamentals Too Fast ± 200 hours  under Iteration Reporting
Basic Iteration Burn-down Analysis Iteration Reporting
Basic Iteration Burn-down Analysis Iteration Reporting
What about…. ,[object Object],Iteration Reporting
More Iteration Burn-down Analysis Iteration Reporting
More Iteration Burn-down Analysis Iteration Reporting
More Iteration Burn-down Analysis Iteration Reporting
More Iteration Burn-down Analysis Rate of work completion prior to scope change At the same rate this team  does not complete all planned work Iteration Reporting
More Iteration Burn-down Analysis Iteration Reporting
Burn-down Anti-Patterns Iteration Reporting
Burn-down Anti-Patterns Iteration Reporting
Burn-down Anti-Patterns Iteration Reporting
Burn-down Anti-Patterns Typical slow-down caused by bottle- neck Iteration Reporting
Burn-down Limitations ,[object Object],[object Object],[object Object],[object Object],Iteration Reporting
Revisiting the Bottleneck Typical slow-down caused by bottle- neck Iteration Reporting
Bottleneck pattern not observed early Iteration Reporting
Exploring Functional Specialties Story Finalize  Requirements 8 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Stock  Object 16 hrs Integrate with  Stock Ticker Svs. 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Finalize  Requirements 8 hrs Define Tests 12 hrs Define Web-  Service Interface 4 hrs Develop Portfolio Object 16 hrs Call Stored  Procedure 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Modify Schema 16 hrs Stored Procedure 32 hrs Build Cache 32 hrs 8 13 5 3 Finalize  Requirements 4 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Owned Object 16 hrs Develop Compare Logic 16 hrs Visual Design 2 hrs HTML Template 16 hrs Modify Controller 10 hrs Develop JSP 12 hrs Execute Tests 8 hrs Finalize  Requirements 4 hrs Create Offering Content 8 hrs Visual Design 8 hrs Execute Tests 2 hrs Develop JSP 4 hrs Configure Role & Permissions 4 hrs Define Tests 1 hrs Tasks Stored Procedure 8 hrs Iteration Reporting Story: 27 ,[object Object],[object Object],Story: 18 As a customer,  I want to… see the latest stock price of a specific stock Story: 12 As a prospective customer,  I want to… see the list of products and services that are offered Story: 35 ,[object Object],[object Object]
Identify Task Categories Story Finalize  Requirements 8 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Stock  Object 16 hrs Integrate with  Stock Ticker Svs. 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Finalize  Requirements 8 hrs Define Tests 12 hrs Define Web-  Service Interface 4 hrs Develop Portfolio Object 16 hrs Call Stored  Procedure 16 hrs Visual Design 8 hrs HTML Template 16 hrs Modify Controller 24 hrs Develop JSP 24 hrs Execute Tests 16 hrs Modify Schema 16 hrs Stored Procedure 32 hrs Build Cache 32 hrs 8 13 5 3 Finalize  Requirements 4 hrs Define Tests 8 hrs Define Web-  Service Interface 4 hrs Develop Owned Object 16 hrs Develop Compare Logic 16 hrs Visual Design 2 hrs HTML Template 16 hrs Modify Controller 10 hrs Develop JSP 12 hrs Execute Tests 8 hrs Finalize  Requirements 4 hrs Create Offering Content 8 hrs Visual Design 8 hrs Execute Tests 2 hrs Develop JSP 4 hrs Configure Role & Permissions 4 hrs Define Tests 1 hrs Tasks Stored Procedure 8 hrs Iteration Reporting Story: 27 ,[object Object],[object Object],Story: 18 As a customer,  I want to… see the latest stock price of a specific stock Story: 12 As a prospective customer,  I want to… see the list of products and services that are offered Story: 35 ,[object Object],[object Object]
Category or Functional Burn-Down Iteration Reporting
Category Burn-Down Bottleneck or Limiting Constraint This type of tasks is not trending toward completion Iteration Reporting
Incorrectly Diagnosed Burn-Down Without the  Category Burn-Down , one may mistakenly add additional story to iteration Iteration Reporting
How about… ,[object Object],Iteration Reporting
Release/Project Reporting Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Release Reporting
Velocity Chart – Bar Chart ,[object Object],[object Object],[object Object],Release Reporting
Velocity Chart – Line Chart ,[object Object],Release Reporting
Velocity Chart – Line Chart ,[object Object],[object Object],Release Reporting
Velocity Chart – Line Chart ,[object Object],[object Object],[object Object],Release Reporting
Velocity Chart Patterns - Converging ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Release Reporting
Velocity Chart Patterns - Erratic ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Release Reporting
Velocity Chart Patterns - Diverging ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Release Reporting
Velocity Chart Patterns - Decreasing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Release Reporting
Velocity Chart Patterns - Decreasing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Release Reporting
Release Burn-down ,[object Object],[object Object],[object Object],[object Object],Release Reporting
Release Burn-Down ,[object Object],Release Reporting
Release Burn-Down – Multiple Velocities ,[object Object],*Assumes Controlled Scope Release Reporting
Release Burn-Up ,[object Object],Release Reporting
Exploring… ,[object Object],Program Reporting
The Program Reporting Problem ,[object Object],[object Object],[object Object],Program Reporting
Sprint/Weeks Remaining Snapshot ,[object Object],[object Object],Program Reporting
Cumulative Weeks Remaining Time Series Program Reporting
Cumulative Time Remaining Burndown Program Reporting
Let’s look at… ,[object Object],Iteration Reporting
Feature Reporting ,[object Object],[object Object],Product Reporting
Feature Progress Reporting Product Reporting
Test Reporting ,[object Object],[object Object],[object Object],Product Reporting
Testing per Iteration Product Reporting
Testing Coverage Growth Product Reporting
“ Escape” Defects Product Reporting
Test Automation Product Reporting
A little… ,[object Object],Iteration Reporting
Morale Barometer ,[object Object],[object Object],[object Object],[object Object],Team Reporting Project A Morale Iteration 1 8.2 Iteration 2 8.5 Iteration 3 7.9 Iteration 4 8.0

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BigVisible Agile Reporting and Metrics

Editor's Notes

  1. Typical for “new” work areas. Much learning and discovery.
  2. Conservative Estimates Cutting Corners near the finish The Product Owner should verify the work and ensure it actually meets the acceptance criteria. Keeping track of technical debt accumulated helps determine if short-cuts were taken towards the end.
  3. Unexpected surprise towards the end of the iteration? Did the team seek clarification too late in the process, or was there additional gray matter (late discovery of extra work to be done) discovered towards the end. Either way, the discovery of this additional work makes it very hard for the team to meet it’s iteration commitments. In this case, we can rule out a last minute scope increase by the Product Owner as a possible cause as the Total Work line is flat throughout. Of course, there could be another reason that we haven’t mentioned – the chokepoint came into play. A bottleneck (or chokepoint) is a step in a series of steps, where the limited capacity of that step reduces the capacity of the whole chain.
  4. Track Team’s Velocity over time
  5. Track Team’s Velocity over time
  6. Track Team’s Velocity over time
  7. Track Team’s Velocity over time
  8. Also shows growth in functionality
  9. ------------------------------------------------------------------------------------- How’s Morale? Pump Up Your Team with These Simple Tips Is there a gray cloud hanging over your office? Have you started to sense a certain lack of energy and motivation among your team members? Do hangdog looks and furrowed brows greet your arrival every morning? If so, you just might be facing a morale shortage. Like every other type of energy, team morale seems to ebb and flow over time, often with no discernible pattern. Sometimes, external events or extenuating circumstances can cause your team’s motivation to dip—situations like a slowdown in the market or a botched project are often surefire morale drains. But in other cases, your team might fall prey to a mysterious decline in energy and motivation that no one can explain, but everybody senses. If you’ve begun to suspect that your team’s get-up-and-go got up and went, don’t worry. Even though some of the events that impact morale might be out of your control, you can still do a lot to set the tone among your team members. With a little targeted effort, you should be able to help your morale-depleted staff bounce back in no time at all. Train yourself to be a morale barometer. You can’t fix a problem if you don’t know you have one. Make an effort to tune in and stay focused on your staff’s mood and energy level. That way, you can begin to take action at the very first sign of a problem. Plus, they’ll be flattered that you care enough to pay close attention, which can often be a morale booster in and of itself. Clearly define roles, responsibilities, and expectations. Research has shown that “role confusion” is a leading cause of low morale in many workplaces. If a staff member isn’t sure exactly what they must answer for, they may take on too much responsibility—a situation that’s sure to lead to feelings of being overwhelmed. A crystal-clear org chart can do wonders for morale. If you don’t have one, make one today! Make sure each employee is being challenged to their limit. The old adage ‘boredom breeds discontent’ can sure come in handy when you’re facing a morale problem. If you’re not asking enough of your staff members—if they’re not being stretched to the limits of their abilities on a daily basis—you might as well just go ahead and beg them to become bored and dissatisfied with their jobs. Find out what each employee’s strengths are, and then assign tasks and projects that play to those strengths. Provide constructive and frequent feedback. Bosses who are stingy with their feedback—whether positive or negative—are more likely to face team morale problems. Cultivate a habit of providing a constant stream of constructive criticism to your employees, pointing out their triumphs and their shortcomings in a reasonable, supportive manner. Reward excellent performance. They say money isn’t everything, and workplace motivation experts agree—to a point. Although pay isn’t always directly proportionate to motivation, an employee who feels that he or she is being underpaid is much more likely to have low morale. Make sure your salary and compensation system is competitive, and that it adequately recognizes and rewards your employees’ contributions.