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Scrum!
  Neccesary but not

  sufficient for Agility!

      I	
  am	
  a	
  firm	
  believer	
  in	
  the	
  people.	
  If	
  given	
  the	
  truth,	
  they	
  
      can	
  be	
  depended	
  upon	
  to	
  meet	
  any	
  [so;ware	
  development]	
  
      crisis.	
  The	
  great	
  point	
  is	
  to	
  bring	
  them	
  the	
  real	
  facts.	
  
                        	
           	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
   	
   	
   	
  	
  -­‐	
  
      Abraham	
  Lincoln	
  

                                                                                                                   Slide	
  1	
  
Agenda	
  

 •        Agility: what is it?
 •        Agility: how do we do it?
 •        Scrum is a tool to become Agile
 •        Path to Agility




 13	
  April	
  2011	
     ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  2	
  
Agility	
  (a·∙gil·∙i·∙ty)	
  

  –noun
  1. flexibility, the capacity and capability of
      rapidly and efficiently adapting to change.
  2. ability to take advantage of opportunities
      and responding to challenges while
      controlling risk.




  13	
  April	
  2011	
          ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  3	
  
Why	
  is	
  Agility	
  important?	
  

          •        Complex business organizations
          •        Complex marketplaces
          •        Internationalization
          •        Complex Applications
          •        Riskier Applications
          •        Competitive advantage
          •        Competitive survival



  13	
  April	
  2011	
       © ADM 1983-2010 All Rights Reserved   Slide	
  4	
  
Agenda	
  

 •        Agility: what is it?
 •        Agility: how do we do it?
 •        Scrum is a tool to become Agile
 •        Path to Agility




 13	
  April	
  2011	
     ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  5	
  
The	
  first	
  thing	
  that	
  Agility	
  requires	
  is	
  empiricism	
  


  Empirical -
   Derived from or guided by
   experience or experiment




  13	
  April	
  2011	
     ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  6	
  
A	
  thermostat	
  for	
  soOware	
  development	
  
                                                                                                                                                                              5	
  MINS	
  

                                                                                                           Time	
                People	
   Event	
  
  Purpose:	
  Understand	
  the	
  power	
  of	
  empiricism	
  
                                                                                                          7:00	
  -­‐	
  8:00   5           Room	
  setup


 Situa-on:	
  You	
  are	
  in	
  charge	
  of	
  keeping	
  a	
  20	
  x	
                               8:00	
  -­‐	
  9:00   50          Breakfast,	
  Connental	
  buffet	
  
                                                                                                                                            style,	
  Lyzure	
  Amalgamated
 40	
  room	
  in	
  this	
  building	
  at	
  a	
  constant	
  22C	
  
 temperature	
  through	
  the	
  day.	
  	
  The	
  room	
  does	
  not	
                                9:00-­‐	
  10:30      55          Meeng	
  -­‐	
  Lyzure	
  
 have	
  a	
  thermostat.	
                                                                                                                 Amalgamated
                                                                                                          10:30-­‐	
  11:00     55          Coffee	
  break
 At	
  the	
  start	
  of	
  the	
  day,	
  8:00	
  am,	
  you	
  have	
  to	
  set	
  the	
  
 heang,	
  air	
  condioning,	
  venng,	
  and	
  blinds	
  so	
  that	
                               11:00-­‐	
  12:30     55          Meeng	
  -­‐	
  Lyzure	
  
                                                                                                                                            Amalgamated
 they	
  will	
  adjust	
  themselves	
  at	
  the	
  appropriate	
  mes	
  
                                                                                                          12:30-­‐	
  1:00      5-­‐20      Setup	
  and	
  next	
  meeng	
  
 to	
  maintain	
  this	
  temperature	
  throughout	
  the	
  day.	
                                                                       arriving
                                                                                                          1:00-­‐	
  3:00       50          Meeng	
  -­‐	
  Rexxus	
  Ltd.

 Ques-on:	
  What	
  variables	
  will	
  you	
  have	
  to	
  take	
                                     3:00-­‐	
  3:30       50          Coffee	
  break
 into	
  account	
  to	
  know	
  the	
  se^ngs?	
  (hint:	
  number	
  of	
  
 people	
  in	
  the	
  room	
  will	
  be	
  one	
  variable).	
                                         3:30-­‐	
  5:30       70          Meeng	
  -­‐	
  Rexxus	
  Ltd.




 13	
  April	
  2011	
                                    ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
                                                  Slide	
  7	
  
Controlling	
  temperature	
  isn’t	
  that	
  complex,	
  but	
  
there	
  are	
  a	
  lot	
  of	
  things	
  to	
  plan	
  for!	
  
 Variables	
  might	
  include,	
  for	
  any	
  me	
  during	
  the	
  day:	
  
 •  number	
  of	
  people	
  in	
  room	
  
 •  metabolism	
  of	
  each	
  person	
  
 •  acvity	
  of	
  each	
  person	
  
 •  opening/closing	
  of	
  doors	
  
 •  weather:	
  including	
  sun,	
  clouds,	
  and	
  outside	
  temperature	
  
 •  temperature	
  of	
  adjoining	
  rooms	
  
 •  construcon	
  material	
  of	
  the	
  building	
  
 •  floor	
  of	
  the	
  room	
  
 •  will	
  food	
  be	
  served,	
  when,	
  what	
  type,	
  and	
  how	
  much	
  
 •  temperature	
  of	
  food	
  brought	
  into	
  room	
  


 13	
  April	
  2011	
           ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  8	
  
Dimensions	
  Of	
  Complexity	
  




                                                     Source:	
  Ralph	
  Stacey,	
  University	
  of	
  Herfordshire	
  



 13	
  April	
  2011	
     © ADM 1983-2010 All Rights Reserved                  9	
  
Empirical	
  processes	
  adapt	
  to	
  the	
  future	
  
  •  Variables	
  are	
  ignored.	
  
     Actual	
  temperature	
  drives	
  
     se^ng	
  of	
  air	
  condioning,	
  
     heang,	
  blinds.	
  	
  
  •  Frequent	
  inspecon	
  &	
  
     adaptaon	
  (JIT)	
  rather	
  than	
  
     predicve	
  planning	
  	
  
  •  Based	
  on	
  “actuals”	
  rather	
  
     than	
  predicons	
  
  •  Requires	
  transparency	
  




13	
  April	
  2011	
          ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     10	
  
Empirical	
  Processes	
  Plan	
  Frequently	
  

                             P	
          Planning	
                              D	
               Doing	
  


 Predictive:
                                                           Empirical:
 •  All planning is done                                                •  Just-in-time
    at beginning
                                                          planning and re-
                                                                           planning based on
                                                                           frequent inspection

                     P	
     D	
                                               P	
   D	
   P	
   D	
   P	
   D	
   P	
   D	
  



 13	
  April	
  2011	
               ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
                          11	
  
Empiricism	
  Requires	
  Transparency	
  

 Transparency (adjective)
 1.Easily seen through, recognized, or
   understood.
 2.All aspects are equally and commonly
   understood by all observers.
             Issue:	
  Most	
  organizaons	
  struggle	
  with	
  
             transparency,	
  which	
  requires	
  trust	
  and	
  
             safety.	
  	
  

 13	
  April	
  2011	
         © ADM 1983-2010 All Rights Reserved    Slide	
  12	
  
Exercise	
  (5	
  Minutes	
  w/3	
  Ppl	
  Near	
  You)	
  
  The Situation:                               The Assignment:
  •  You are a developer at xyz co,            •  What work would you have to
     building life-critical products.             do to turn the requirements
  •  Your Scrum team is one of                    into a “done” increment?
     seven working on a new                    •  If you were developing a
     release of one product.                      “done”, potentially shippable
  •  Your team is going to select                 increment, what would your
     product backlog to turn into                 definition of “done” be? Would
     something done (no more work                 it include, for example,
     remains, potentially shippable)              refactoring? What else?
     within a two-week iteration.
  •  Each team has all the skills to
     fully develop the requirements
     into a “done increment.”



  13	
  April	
  2011	
     © ADM 1983-2010 All Rights Reserved                13	
  
Exercise	
  (Cont.)	
  
 Did your definition of “done” include these? Why not?

 •        Performance testing
 •        Stability testing
 •        Refactoring
 •        Immunological response testing
 •        Integration with the work of the other six teams
 •        Integration testing with the work of the other six teams so the
          increment is the totality of all seven teams
 •        Release notes
 •        Internationalization to the six markets where the product will be sold
 •        User acceptance testing
 •        Regression testing
 •        Code reviews




 13	
  April	
  2011	
          © ADM 1983-2010 All Rights Reserved            14	
  
The	
  Increment	
  Is	
  Scrum’s	
  Transparency	
  

 •  The increment is inspected
     every iteration.
 •  It must be transparent
     to be inspected;
                                    Increment	
  
 •  To be transparent,
     it must be “done,” and,
 •  An “undone” or opaque increment is
    the equivalent of putting a wet
    washcloth over a thermostat.

 13	
  April	
  2011	
     © ADM 1983-2010 All Rights Reserved   15	
  
Agenda	
  

 •        Agility: what is it?
 •        Agility: how do we do it?
 •        Scrum is a tool to become Agile
 •        Path to Agility




 13	
  April	
  2011	
     ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  16	
  
First,	
  What	
  Is	
  Scrum?	
  

                      Scrum	
  (n.)	
  	
  
                      1.  An	
  iterave,	
  incremental	
  process	
  
                          framework	
  that	
  helps	
  teams	
  manage	
  
                          complexity	
  and	
  maximize	
  value	
  as	
  
                          they	
  translate	
  business	
  needs	
  into	
  
                          working	
  soOware.	
  	
  
                      2.	
  A	
  tool	
  for	
  becoming	
  Agile.	
  


  13	
  April	
  2011	
                       © ADM 1983-2010 All Rights Reserved   Slide	
  17	
  
First,	
  what	
  is	
  Scrum?	
  

  Scrum (n): a tool you use to
  become Agile




                                                                                               Image	
  source:	
  codecentric.de	
  


  13	
  April	
  2011	
     ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
                           Slide	
  18	
  
The	
  usual	
  things	
  take	
  a	
  long	
  me,	
  and	
  more	
  …	
  



                             Plan	
            Analyze	
   Design	
                            Code	
     Test	
     Release	
  



 Waterfall!
Plan for the entire project up-front, including
requirements of all value. Nothing can be
used until project is over.




  13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
                                         19	
  
Agile	
  is	
  the	
  usual	
  things	
  done	
  more	
  quickly	
  

 Waterfall!
                                             Plan	
            Analyze	
   Design	
                  Code	
     Test	
     Release	
  

 Scrum!
 Short, high value
 iterations that                                                                               The same work, but
                                                 Analyze	
  
 deliver valuable,                               Design	
                                      processed differently
                                      Plan	
  
                                      Plan	
  




 opportunistic                                    Code	
  
                                                  Test	
  
                                                                                               and on fewer
 pieces of                                       Release	
                                     requirements.!
 functionality.!




  13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
                                               20	
  
Oh,	
  with	
  I2	
  and	
  self-­‐organizing,	
  x-­‐funconal	
  teams	
  


 Scrum!
 Short, high value
 iterations that
                                                 Analyze	
  
 deliver valuable,                               Design	
  
                                                                                               Scrum	
  Team	
  
                                      Plan	
  
                                      Plan	
  
 opportunistic                                    Code	
  
                                                  Test	
  
 pieces of                                       Release	
                           Work done by self-organizing,
 functionality.!                                                                     cross-functional teams that are
                                                                                     highly productive, creative, and
                                                                                     build high quality product.!




  13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
                              21	
  
How	
  Does	
  Scrum	
  Work?	
  




                                                                  Done	
  




       Iterave,	
  incremental	
  development	
  with	
  
       	
  self-­‐organizing,	
  cross-­‐funconal	
  teams.	
  


 13	
  April	
  2011	
      © ADM 1983-2010 All Rights Reserved              Slide	
  22	
  
5	
  ps	
  for	
  ge^ng	
  more	
  for	
  less	
  

  •        Optimize productivity
  •        Only build valuable stuff
  •        Don’t build low value stuff
  •        Weave around development constraints
  •        Weave around customer constraints




  13	
  April	
  2011	
     ©	
  ADM	
  1991-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  23	
  
Low	
  hanging	
  fruit	
  

  1.  Collocated, self-organizing
      teams are 100% more
      productive
  2.  Don’t build low value
      functionality
  3.  Don’t sustain or maintain
               low value functionality and



  13	
  April	
  2011	
     ©	
  ADM	
  1991-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  24	
  
Agenda	
  

 •        Agility: what is it?
 •        Agility: how do we do it?
 •        Scrum is a tool to become Agile
 •        Path to Agility




 13	
  April	
  2011	
     ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  25	
  
Where	
  Are	
  We	
  With	
  Agility?	
  

  •  Scrum is in its third decade.
  •  VS 2010 is solid with an excellent repository
     and template capability.
  •  Modern engineering practices facilitate self-
     organizing, cross-functional teams.
  •  Training and coaching programs are in place.
  •  Scrum is widely used to improve agility.
  •  Necessary culture change is difficult.


  13	
  April	
  2011	
     © ADM 1983-2010 All Rights Reserved   Slide	
  26	
  
Agility	
  Requires	
  Organizaonal	
  Change	
  
                                   •  An organization’s culture is
Culture                               finely tuned to produce its current
The set of shared                     problems.
attitudes, values,
                                   •  Agility is an entirely new state.
goals, and practices
that characterizes an              •  The culture must be changed in
organization.                         order to achieve Agility.
“The way we do                     •  Organizational change is a
things here.”                         difficult multi-step process that
                                      requires leadership.




13	
  April	
  2011	
        © ADM 1983-2010 All Rights Reserved       27	
  
Types	
  of	
  Change	
  Scrum	
  Requires	
  

•  Empirical management replaces
   predictive management.
•  Transparency is value neutral.
•  Authority moves down the organization.
•  More attention and hard choices are
   required.



 13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  28	
  
Scrum	
  Adopon	
  Profile	
  –	
  Retreat	
  from	
  Excellence	
  

 •  The group that led leaves the organization.
 •  Prevailing culture reasserts itself, bit by bit.
 •  Excellence is lost.




                           Agile
   ScrumBut
   Scrum




 13	
  April	
  2011	
                                   29	
  
Four	
  necessary	
  condions	
  for	
  become	
  Agile	
  


                                                         Mindset	
  Change	
  
       Compelling	
  Story	
                        Reinforcing	
                                 Capability	
                       Role	
  Modeling	
  
                           	
                       mechanisms	
                                   Building	
                                       	
  
                            	
                                  	
                                     	
                                          	
  
       It	
  needs	
  to	
  make	
  sense	
          Incenves	
  must	
  be	
         Employees	
  must	
  have	
                Respected	
  models	
  must	
  
           (to	
  the	
  employees).	
  	
              aligned.	
  	
  The	
           the	
  skills;	
  they	
  must	
           lead.	
  	
  Employees	
  must	
  
         Employees	
  will	
  alter	
              surrounding	
  structures	
         actually	
  be	
  able	
  to	
  do	
       see	
  people	
  they	
  respect	
  
        their	
  mind-­‐sets	
  only	
  if	
   (reward	
  and	
  recognion	
   what	
  you	
  want	
  them	
  to	
                  modeling	
  it	
  acvely	
  
      they	
  see	
  the	
  point	
  of	
  the	
   systems,	
  for	
  example)	
                     do	
  
      change	
  and	
  agree	
  with	
  it must	
  be	
  in	
  tune	
  with	
  the	
  
         —at	
  least	
  enough	
  to	
                 new	
  behavior	
  
                   give	
  it	
  a	
  try.	
  


                                       Source:	
  The	
  Psychology	
  of	
  Change	
  Management,	
  Lawson	
  and	
  Price,	
  McKinsey	
  Quarterly,	
  June	
  2003	
  




 13	
  April	
  2011	
                                       ©	
  Scrum.org	
  2010	
  All	
  Rights	
  Reserved	
                                                       30	
  
Engagement	
  model:	
  The	
  Path	
  to	
  Agility	
  

 •  We have developed an engagement
    model to guide you to achieve Agility.
 •  Based on:
             –  Twenty years of experience.
             –  “CxO Playbook” first used in 2005 and
                updated after engagements.
             –  In collaboration with John Kotter’s*, adoption
                of his model for organizational change.
                                        *	
  Harvard	
  professor	
  internaonally	
  recognized	
  as	
  
                                        leading	
  expert	
  on	
  organizaonal	
  change.	
  	
  


 13	
  April	
  2011	
     ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
             Slide	
  31	
  
Wrapped	
  in	
  an	
  organizaonal	
  change	
  program	
  




13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  32	
  
Before	
  We	
  Start:	
  Pre-­‐engagement	
  Assessment	
  

                                                              •  Assess organization
                                                              •  Formulate test projects
                                                              •  Establish productivity
                                                                 and waste metrics
                                                              •  Start projects and
                                                                 capture metrics
                                                              •  Value stream mapping
                                                              •  Identify possible ROI
                                                                 and organizational
                                                                 value


 13	
  April	
  2011	
     ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  33	
  
Eight	
  stage	
  process	
  for	
  creang	
  culture	
  change	
  



1. Establish a sense of urgency (what will
happen if we stay the same?).
	
  




       13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     34	
  
Eight	
  stage	
  process	
  for	
  creang	
  culture	
  change	
  



2. Create a guiding coalition (group is a Team
with adequate power and influence).	
  




 13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     35	
  
Eight	
  stage	
  process	
  for	
  creang	
  culture	
  change	
  



3. Develop a vision and strategy (what will it
be like when we are changed?).	
  




 13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     36	
  
Eight	
  stage	
  process	
  for	
  creang	
  culture	
  change	
  



4. Communicate the change vision (use every
possible vehicle and ensure leaders exemplify
vision).




 13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     37	
  
Eight	
  stage	
  process	
  for	
  creang	
  culture	
  change	
  




5. Empower broad-based action (eliminate
obstacles and encourage risk-taking).
	
  




       13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     38	
  
Eight	
  stage	
  process	
  for	
  creang	
  culture	
  change	
  



6. Generate short-term wins (immediate,
visible success that is celebrated).




 13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     39	
  
Eight	
  stage	
  process	
  for	
  creang	
  culture	
  change	
  



7. Consolidate gains and produce more
change (promote advocates and leaders).




 13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     40	
  
Eight	
  stage	
  process	
  for	
  creang	
  culture	
  change	
  



8. Anchor new approaches into the culture
(change disappears if not continually fostered).




 13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
     41	
  
Path	
  to	
  Agility:	
  Playbook	
  
  Play	
                    Descrip-on	
  
  1.	
  Iniaon	
          Set	
  baselines,	
  form	
  leadership	
  team,	
  establish	
  vision	
  and	
  urgency,	
  
                            begin	
  communicang,	
  determine	
  metrics,	
  idenfy	
  pilots	
  
  2.	
  Pilots	
            Create	
  wins,	
  communicate,	
  remove	
  impediments,	
  start	
  change,	
  
                            gather	
  inial	
  metrics	
  and	
  dashboards,	
  provide	
  inial	
  training.	
  
  3.	
  Organizaonal	
   Expand	
  usage	
  of	
  Scrum,	
  inspect	
  metrics	
  and	
  adapt	
  accordingly,	
  
  Expansion	
             remove	
  impediments	
  to	
  agility	
  for	
  organizaon	
  and	
  customers,	
  
                          remediate	
  products	
  and	
  systems,	
  communicaon	
  internally	
  and	
  
                          externally,	
  more	
  training	
  and	
  coaching.	
  Create	
  anchor	
  points.	
  
  4.	
  Achieve	
           Restructure	
  relaonships,	
  processes,	
  management,	
  organizaonal	
  
  Impact	
                  structure,	
  career	
  paths,	
  cultural	
  values,	
  and	
  everything	
  required	
  to	
  
                            opmize	
  producvity	
  and	
  remove	
  waste.	
  Start	
  managing	
  results	
  of	
  
                            change.	
  
  5.	
  Anchor	
            Review	
  all	
  pracces,	
  structures,	
  and	
  processes	
  in	
  organizaon.	
  Anchor	
  
                            change	
  into	
  them	
  so	
  new	
  culture	
  is	
  created.	
  



  13	
  April	
  2011	
                  ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
  v2.0	
             Slide	
  42	
  
Filling	
  In	
  Scrum’s	
  Holes	
  


                                               Professional	
  
                                             Scrum	
  Programs	
  


                            Scrum	
                    Product	
  
                            Master	
                   Owner	
  
                                                                                                     Developer	
  
                                 Scrum	
  
                               Foundaons	
  

                                         ©	
  1993-­‐2011	
  ADM,	
  All	
  Rights	
  Reserved	
                     Slide	
  43	
  
  13	
  April	
  2011	
  
Scrum.org	
  programs	
  

 •  Every Program consists of:
             –  Partners
             –  Trainers and coaches
             –  Body of knowledge
             –  Assessments
 •  Every Program is monitored and its quality
    assured by Scrum.org,



 13	
  April	
  2011	
     ©	
  ADM	
  1993-­‐2011	
  All	
  Rights	
  Reserved	
  v2.0	
     Slide	
  44	
  
Thank	
  you!	
  
 Ken Schwaber
 ken.schwaber@scrum.org
 @kschwaber
 kenschwaber.wordpress.com
 www.scrum.org




 13	
  April	
  2011	
     ©	
  ADM	
  1983-­‐2010	
  All	
  Rights	
  Reserved	
     Slide	
  45	
  

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ESEconf2011 - Schwaber Ken: "Scrum: Necessary but not sufficient for agility"

  • 1. Scrum! Neccesary but not
 sufficient for Agility! I  am  a  firm  believer  in  the  people.  If  given  the  truth,  they   can  be  depended  upon  to  meet  any  [so;ware  development]   crisis.  The  great  point  is  to  bring  them  the  real  facts.                                          -­‐   Abraham  Lincoln   Slide  1  
  • 2. Agenda   •  Agility: what is it? •  Agility: how do we do it? •  Scrum is a tool to become Agile •  Path to Agility 13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  2  
  • 3. Agility  (a·∙gil·∙i·∙ty)   –noun 1. flexibility, the capacity and capability of rapidly and efficiently adapting to change. 2. ability to take advantage of opportunities and responding to challenges while controlling risk. 13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  3  
  • 4. Why  is  Agility  important?   •  Complex business organizations •  Complex marketplaces •  Internationalization •  Complex Applications •  Riskier Applications •  Competitive advantage •  Competitive survival 13  April  2011   © ADM 1983-2010 All Rights Reserved Slide  4  
  • 5. Agenda   •  Agility: what is it? •  Agility: how do we do it? •  Scrum is a tool to become Agile •  Path to Agility 13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  5  
  • 6. The  first  thing  that  Agility  requires  is  empiricism   Empirical - Derived from or guided by experience or experiment 13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  6  
  • 7. A  thermostat  for  soOware  development   5  MINS   Time   People   Event   Purpose:  Understand  the  power  of  empiricism   7:00  -­‐  8:00 5 Room  setup Situa-on:  You  are  in  charge  of  keeping  a  20  x   8:00  -­‐  9:00 50 Breakfast,  Connental  buffet   style,  Lyzure  Amalgamated 40  room  in  this  building  at  a  constant  22C   temperature  through  the  day.    The  room  does  not   9:00-­‐  10:30 55 Meeng  -­‐  Lyzure   have  a  thermostat.   Amalgamated 10:30-­‐  11:00 55 Coffee  break At  the  start  of  the  day,  8:00  am,  you  have  to  set  the   heang,  air  condioning,  venng,  and  blinds  so  that   11:00-­‐  12:30 55 Meeng  -­‐  Lyzure   Amalgamated they  will  adjust  themselves  at  the  appropriate  mes   12:30-­‐  1:00 5-­‐20 Setup  and  next  meeng   to  maintain  this  temperature  throughout  the  day.   arriving 1:00-­‐  3:00 50 Meeng  -­‐  Rexxus  Ltd. Ques-on:  What  variables  will  you  have  to  take   3:00-­‐  3:30 50 Coffee  break into  account  to  know  the  se^ngs?  (hint:  number  of   people  in  the  room  will  be  one  variable).   3:30-­‐  5:30 70 Meeng  -­‐  Rexxus  Ltd. 13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  7  
  • 8. Controlling  temperature  isn’t  that  complex,  but   there  are  a  lot  of  things  to  plan  for!   Variables  might  include,  for  any  me  during  the  day:   •  number  of  people  in  room   •  metabolism  of  each  person   •  acvity  of  each  person   •  opening/closing  of  doors   •  weather:  including  sun,  clouds,  and  outside  temperature   •  temperature  of  adjoining  rooms   •  construcon  material  of  the  building   •  floor  of  the  room   •  will  food  be  served,  when,  what  type,  and  how  much   •  temperature  of  food  brought  into  room   13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  8  
  • 9. Dimensions  Of  Complexity   Source:  Ralph  Stacey,  University  of  Herfordshire   13  April  2011   © ADM 1983-2010 All Rights Reserved 9  
  • 10. Empirical  processes  adapt  to  the  future   •  Variables  are  ignored.   Actual  temperature  drives   se^ng  of  air  condioning,   heang,  blinds.     •  Frequent  inspecon  &   adaptaon  (JIT)  rather  than   predicve  planning     •  Based  on  “actuals”  rather   than  predicons   •  Requires  transparency   13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   10  
  • 11. Empirical  Processes  Plan  Frequently   P   Planning   D   Doing   Predictive: Empirical: •  All planning is done •  Just-in-time at beginning planning and re- planning based on frequent inspection P   D   P   D   P   D   P   D   P   D   13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   11  
  • 12. Empiricism  Requires  Transparency   Transparency (adjective) 1.Easily seen through, recognized, or understood. 2.All aspects are equally and commonly understood by all observers. Issue:  Most  organizaons  struggle  with   transparency,  which  requires  trust  and   safety.     13  April  2011   © ADM 1983-2010 All Rights Reserved Slide  12  
  • 13. Exercise  (5  Minutes  w/3  Ppl  Near  You)   The Situation: The Assignment: •  You are a developer at xyz co, •  What work would you have to building life-critical products. do to turn the requirements •  Your Scrum team is one of into a “done” increment? seven working on a new •  If you were developing a release of one product. “done”, potentially shippable •  Your team is going to select increment, what would your product backlog to turn into definition of “done” be? Would something done (no more work it include, for example, remains, potentially shippable) refactoring? What else? within a two-week iteration. •  Each team has all the skills to fully develop the requirements into a “done increment.” 13  April  2011   © ADM 1983-2010 All Rights Reserved 13  
  • 14. Exercise  (Cont.)   Did your definition of “done” include these? Why not? •  Performance testing •  Stability testing •  Refactoring •  Immunological response testing •  Integration with the work of the other six teams •  Integration testing with the work of the other six teams so the increment is the totality of all seven teams •  Release notes •  Internationalization to the six markets where the product will be sold •  User acceptance testing •  Regression testing •  Code reviews 13  April  2011   © ADM 1983-2010 All Rights Reserved 14  
  • 15. The  Increment  Is  Scrum’s  Transparency   •  The increment is inspected every iteration. •  It must be transparent to be inspected; Increment   •  To be transparent, it must be “done,” and, •  An “undone” or opaque increment is the equivalent of putting a wet washcloth over a thermostat. 13  April  2011   © ADM 1983-2010 All Rights Reserved 15  
  • 16. Agenda   •  Agility: what is it? •  Agility: how do we do it? •  Scrum is a tool to become Agile •  Path to Agility 13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  16  
  • 17. First,  What  Is  Scrum?   Scrum  (n.)     1.  An  iterave,  incremental  process   framework  that  helps  teams  manage   complexity  and  maximize  value  as   they  translate  business  needs  into   working  soOware.     2.  A  tool  for  becoming  Agile.   13  April  2011   © ADM 1983-2010 All Rights Reserved Slide  17  
  • 18. First,  what  is  Scrum?   Scrum (n): a tool you use to become Agile Image  source:  codecentric.de   13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  18  
  • 19. The  usual  things  take  a  long  me,  and  more  …   Plan   Analyze   Design   Code   Test   Release   Waterfall! Plan for the entire project up-front, including requirements of all value. Nothing can be used until project is over. 13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   19  
  • 20. Agile  is  the  usual  things  done  more  quickly   Waterfall! Plan   Analyze   Design   Code   Test   Release   Scrum! Short, high value iterations that The same work, but Analyze   deliver valuable, Design   processed differently Plan   Plan   opportunistic Code   Test   and on fewer pieces of Release   requirements.! functionality.! 13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   20  
  • 21. Oh,  with  I2  and  self-­‐organizing,  x-­‐funconal  teams   Scrum! Short, high value iterations that Analyze   deliver valuable, Design   Scrum  Team   Plan   Plan   opportunistic Code   Test   pieces of Release   Work done by self-organizing, functionality.! cross-functional teams that are highly productive, creative, and build high quality product.! 13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   21  
  • 22. How  Does  Scrum  Work?   Done   Iterave,  incremental  development  with    self-­‐organizing,  cross-­‐funconal  teams.   13  April  2011   © ADM 1983-2010 All Rights Reserved Slide  22  
  • 23. 5  ps  for  ge^ng  more  for  less   •  Optimize productivity •  Only build valuable stuff •  Don’t build low value stuff •  Weave around development constraints •  Weave around customer constraints 13  April  2011   ©  ADM  1991-­‐2011  All  Rights  Reserved  v2.0   Slide  23  
  • 24. Low  hanging  fruit   1.  Collocated, self-organizing teams are 100% more productive 2.  Don’t build low value functionality 3.  Don’t sustain or maintain low value functionality and 13  April  2011   ©  ADM  1991-­‐2011  All  Rights  Reserved  v2.0   Slide  24  
  • 25. Agenda   •  Agility: what is it? •  Agility: how do we do it? •  Scrum is a tool to become Agile •  Path to Agility 13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  25  
  • 26. Where  Are  We  With  Agility?   •  Scrum is in its third decade. •  VS 2010 is solid with an excellent repository and template capability. •  Modern engineering practices facilitate self- organizing, cross-functional teams. •  Training and coaching programs are in place. •  Scrum is widely used to improve agility. •  Necessary culture change is difficult. 13  April  2011   © ADM 1983-2010 All Rights Reserved Slide  26  
  • 27. Agility  Requires  Organizaonal  Change   •  An organization’s culture is Culture finely tuned to produce its current The set of shared problems. attitudes, values, •  Agility is an entirely new state. goals, and practices that characterizes an •  The culture must be changed in organization. order to achieve Agility. “The way we do •  Organizational change is a things here.” difficult multi-step process that requires leadership. 13  April  2011   © ADM 1983-2010 All Rights Reserved 27  
  • 28. Types  of  Change  Scrum  Requires   •  Empirical management replaces predictive management. •  Transparency is value neutral. •  Authority moves down the organization. •  More attention and hard choices are required. 13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   Slide  28  
  • 29. Scrum  Adopon  Profile  –  Retreat  from  Excellence   •  The group that led leaves the organization. •  Prevailing culture reasserts itself, bit by bit. •  Excellence is lost. Agile ScrumBut Scrum 13  April  2011   29  
  • 30. Four  necessary  condions  for  become  Agile   Mindset  Change   Compelling  Story   Reinforcing   Capability   Role  Modeling     mechanisms   Building             It  needs  to  make  sense   Incenves  must  be   Employees  must  have   Respected  models  must   (to  the  employees).     aligned.    The   the  skills;  they  must   lead.    Employees  must   Employees  will  alter   surrounding  structures   actually  be  able  to  do   see  people  they  respect   their  mind-­‐sets  only  if   (reward  and  recognion   what  you  want  them  to   modeling  it  acvely   they  see  the  point  of  the   systems,  for  example)   do   change  and  agree  with  it must  be  in  tune  with  the   —at  least  enough  to   new  behavior   give  it  a  try.   Source:  The  Psychology  of  Change  Management,  Lawson  and  Price,  McKinsey  Quarterly,  June  2003   13  April  2011   ©  Scrum.org  2010  All  Rights  Reserved   30  
  • 31. Engagement  model:  The  Path  to  Agility   •  We have developed an engagement model to guide you to achieve Agility. •  Based on: –  Twenty years of experience. –  “CxO Playbook” first used in 2005 and updated after engagements. –  In collaboration with John Kotter’s*, adoption of his model for organizational change. *  Harvard  professor  internaonally  recognized  as   leading  expert  on  organizaonal  change.     13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  31  
  • 32. Wrapped  in  an  organizaonal  change  program   13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   Slide  32  
  • 33. Before  We  Start:  Pre-­‐engagement  Assessment   •  Assess organization •  Formulate test projects •  Establish productivity and waste metrics •  Start projects and capture metrics •  Value stream mapping •  Identify possible ROI and organizational value 13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  33  
  • 34. Eight  stage  process  for  creang  culture  change   1. Establish a sense of urgency (what will happen if we stay the same?).   13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   34  
  • 35. Eight  stage  process  for  creang  culture  change   2. Create a guiding coalition (group is a Team with adequate power and influence).   13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   35  
  • 36. Eight  stage  process  for  creang  culture  change   3. Develop a vision and strategy (what will it be like when we are changed?).   13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   36  
  • 37. Eight  stage  process  for  creang  culture  change   4. Communicate the change vision (use every possible vehicle and ensure leaders exemplify vision). 13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   37  
  • 38. Eight  stage  process  for  creang  culture  change   5. Empower broad-based action (eliminate obstacles and encourage risk-taking).   13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   38  
  • 39. Eight  stage  process  for  creang  culture  change   6. Generate short-term wins (immediate, visible success that is celebrated). 13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   39  
  • 40. Eight  stage  process  for  creang  culture  change   7. Consolidate gains and produce more change (promote advocates and leaders). 13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   40  
  • 41. Eight  stage  process  for  creang  culture  change   8. Anchor new approaches into the culture (change disappears if not continually fostered). 13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   41  
  • 42. Path  to  Agility:  Playbook   Play   Descrip-on   1.  Iniaon   Set  baselines,  form  leadership  team,  establish  vision  and  urgency,   begin  communicang,  determine  metrics,  idenfy  pilots   2.  Pilots   Create  wins,  communicate,  remove  impediments,  start  change,   gather  inial  metrics  and  dashboards,  provide  inial  training.   3.  Organizaonal   Expand  usage  of  Scrum,  inspect  metrics  and  adapt  accordingly,   Expansion   remove  impediments  to  agility  for  organizaon  and  customers,   remediate  products  and  systems,  communicaon  internally  and   externally,  more  training  and  coaching.  Create  anchor  points.   4.  Achieve   Restructure  relaonships,  processes,  management,  organizaonal   Impact   structure,  career  paths,  cultural  values,  and  everything  required  to   opmize  producvity  and  remove  waste.  Start  managing  results  of   change.   5.  Anchor   Review  all  pracces,  structures,  and  processes  in  organizaon.  Anchor   change  into  them  so  new  culture  is  created.   13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved  v2.0   Slide  42  
  • 43. Filling  In  Scrum’s  Holes   Professional   Scrum  Programs   Scrum   Product   Master   Owner   Developer   Scrum   Foundaons   ©  1993-­‐2011  ADM,  All  Rights  Reserved   Slide  43   13  April  2011  
  • 44. Scrum.org  programs   •  Every Program consists of: –  Partners –  Trainers and coaches –  Body of knowledge –  Assessments •  Every Program is monitored and its quality assured by Scrum.org, 13  April  2011   ©  ADM  1993-­‐2011  All  Rights  Reserved  v2.0   Slide  44  
  • 45. Thank  you!   Ken Schwaber ken.schwaber@scrum.org @kschwaber kenschwaber.wordpress.com www.scrum.org 13  April  2011   ©  ADM  1983-­‐2010  All  Rights  Reserved   Slide  45