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HCM-F / HCBU Agile Evolution / – Rally
Structure Proposal
Mohammed Al-Taraireh and Alejandro Perez
 Intro
 Requirements
 Goal
 Proposal Rally Structure Layout
 Rally Workflow
 Tracking Infrastructure
 Release Management

 Next Steps

2
 HCM-F‟s response to HCBU Agile Evolution

3
 Support the “HCS-Fulfillment Backlog” requirements
• Structure Rally and its various tools to reflect and complete requirements

4
 Structure Rally to support ask
 Produce quickly available information for all stakeholders
 Reduce Admin OH
• Automate processes

• Use Rally Apps
• Build dashboards
 Educate HCM-F personnel

5
 HCM-F Project Structure
• HCS: HCM-F Main Backlog

Scrum Teams
will determine
their team name

o HCM-F BLR Backlog
 BLR Team 1 – (Team Name)
 BLR Team 2 – (Team Name)
 BLR Team 3 – (Team Name)

o HCM-F RCDN Backlog
 RCDN Team 1 – (Team Name)
 RCDN Team 2 – (Team Name)
 RCDN Team 3 – (Team Name)
 RCDN Team 4 – (Team Name)
 RCDN Team 5 – (Team Name)
 RCDN Team 6 – (Team Name)

o HCM-F RTP Backlog
 RTP Team 1 – (Team Name)
 RTP Team 2 – (Team Name)
 RTP Team 3 – (Team Name)

6
 Main Backlog to Site Backlogs
• HCS: HCM-F Main Backlog PBIs

Use CBABU
terminology

o PBI = Product Backlog Items
o MMF – Minimal Marketable Feature

PBIs: Features &
EL1 ENG/MTK

o PBIs – 20% Confidence
 Portfolio Item: HCM-F Features (MMF)
• Features & Architectural Features (SAFe)
•

http://scaledagileframework.com/feature/

•

http://scaledagileframework.com/architectural-feature/

Child PBIs

• AC Commitments- Business Requirements
 EL1-ENG/MKT USn
• Epics

Child PBIs

• AC Commitments- Functionality Plan
 Technical Debt USn
• CDETS defects = Sub-PBIs

Movement
by „Project‟
[Field]

Child PBIs

o Action: Add PBIs to Site Backlog
 Move Sub-PBIs to Site backlog
• Use “Project” [Field]

o Action: Reorganize PBIs in Main Backlog
 Re-assigning Sub-PBIs order
• Use “Local Priority” [Field]
7
 Site Backlogs to Sprint Backlogs
o HCM-F Site Backlog – 50% Confidence
 PBIs: Children & Sub-Children PBIs
 Children PBIs to Sprint Backlog in Scrum Team
Child PBIs in
Sprint
Backlogs

o Action: Add PBIs to Site Backlog
 Move Sub-PBIs
• Children & Sub-Children PBIs of EL1s
 Assigning Sub-PBIs to Site backlog
• Use “Project” [Field]

Movement by
„Project‟ [Field]

o Action: Reorganize PBIs in Site Backlog

Child PBIs in
Sprint
Backlogs

Child PBIs in
Sprint
Backlogs

 Re-assigning Sub-PBIs order
• Use “Local Priority” [Field]

8
 Sprint Backlogs to Iteration/Sprint
o Sub-PBIs @ a 80% Confidence
o Action: Add PBIs to Iteration

Production

Iteration
# n+2

 Assigning Sub-PBIs to Iteration
• Use “Iteration” [Field]
• Note*- Iteration/Sprints are Timeboxes

o Action: Reorganize PBIs in Iteration
 Re-assigning Sub-PBIs order

Iteration
# n+1
Sub-PBIs in
iteration

Iteration
#n

• Use “Local Priority” [Field]

Movement by „Iteration‟ [Field]

9
 Finished Sub-PBIs
o Sub-PBI reached DOD

o Action: None
 Teams keep PBIs in Rally “Team” Project
 Accepted PBIs = Achievement

Production

Sub-PBIs to
return to
Sitebaclog

 Accepted PBIs =produce=> Velocity
 Accepted PBIs = history for relative estimating

 Unfinished Sub-PBIs
• PBI did not reach DOD
• PO Options:

Movement
by „Project‟
[Field]

Iteration
# n+2
Iteration
# n +1
Iteration
#n

o Action 1: Return to Site Backlog
 Move Sub-PBIs to Site Backlog
• Use “Project” [Field]

Sub-PBIs to
new Iteration

• Clear “Iteration” [Field]

o Action 2: Reassign to New Iteration
 Move Sub-PBIs to new iteration
• Use “Iteration” [Field]
10
 Archiving PBIs
o Unfinished PBIs that are no longer relevant
o Action: Move PBIs to HCM-F Archive
 Move Sub-PBIs to Site Backlog
• Use “Project” [Field]
Movement
by „Iteration‟
[Field]
Achieving irrelevant
PBIs & Sub-PBIs

11
 Tracking Mechanisms
• Use Rally Apps
• Build Dashboards for Stakeholders
• Create [Field]s necessary to quickly
collect and express information

 Focus:

Dashboards &
Rally Apps

o Admin Automation
o Increase decision making
o Information availability
o View Production
o Forecasts Enhancements
o Estimates Enhancements

o Work Allocation Enhancements

12
 Selecting PBIs for Release
o Requirements:
 Adding Project [Field] for PBIs
• [Field] – Product Release
• [Field] – Release (Native Field) – connects to
Rally‟s Release Tool

PBIs & Sub-PBIs to
Releases

o Action: Select PBI for Release (Product/SOL)
 From any Rally Project:
• Main Backlog
• Sprint Backlog
• Teams

Select to Release
using „Product
Release‟ [Field] &
„Release‟ [Field]

Release
# n+2
Release
# n +1
Release
#n

 Move PBIs & Sub-PBIs?
• Select Product Release [Field]
• Select (Solution) Release [Field]

13
 Obtain Feedback HCM-F Key Leader
• Incorporate Feedback
 Gain HCM-F Key Leader Approval
 Migrate data

• From: HCS: Engineering
• To: HCS: HCM-F Main Backlog

14
 Meeting Transcript for HCM-F Backlog Proposals / Rally Porfolio Manager

Meeting
 Basic Meeting Information:

Meeting Topic: HCM-F Backlog Proposals / Rally Porfolio Manager
Meeting
Host: Alejandro Perez
Meeting number: 207 092 328
Start Time: Tuesday, February 04, 2014 12:22:50 AM(GMT -8:00)
End Time: Tuesday, February 04, 2014 01:03:59 PM(GMT -8:00)
Meeting URL: https://cisco.webex.com/cisco
 Attendee List:

Alejandro Perez, Navin Manohar, Chuck Homola, Tom Hill (tomhill),
Subodh Shah, Chris Claytor, Shankar Govindasamy, Craig Miller,
 Record:

https://cisco.webex.com/ciscosales/lsr.php?RCID=61e6ebc68b7643b186f2
858ef8228665

15
 Meeting Transcript for HCM-F Backlog Proposals / Rally Porfolio Manager

Meeting
 Basic Meeting Information:

Meeting Topic: HCM-F Backlog Proposals / Rally Porfolio Manager
Meeting
Host: Alejandro Perez
Meeting number: 207 092 328
Start Time: Monday, February 03, 2014 09:20:45 AM(GMT -8:00)
End Time: Monday, February 03, 2014 10:09:02 AM(GMT -8:00)
Meeting URL: https://cisco.webex.com/cisco
 Attendee List:

Alejandro Perez, Mo A, Herb Sayre, Chris Claytor,
 Record:

https://cisco.webex.com/ciscosales/lsr.php?RCID=d14304f698aa463bb51
67c1aff28dbcf

16

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HCS Agile Evolution- HCM-F Rally Structure to Support Org Change

  • 1. HCM-F / HCBU Agile Evolution / – Rally Structure Proposal Mohammed Al-Taraireh and Alejandro Perez
  • 2.  Intro  Requirements  Goal  Proposal Rally Structure Layout  Rally Workflow  Tracking Infrastructure  Release Management  Next Steps 2
  • 3.  HCM-F‟s response to HCBU Agile Evolution 3
  • 4.  Support the “HCS-Fulfillment Backlog” requirements • Structure Rally and its various tools to reflect and complete requirements 4
  • 5.  Structure Rally to support ask  Produce quickly available information for all stakeholders  Reduce Admin OH • Automate processes • Use Rally Apps • Build dashboards  Educate HCM-F personnel 5
  • 6.  HCM-F Project Structure • HCS: HCM-F Main Backlog Scrum Teams will determine their team name o HCM-F BLR Backlog  BLR Team 1 – (Team Name)  BLR Team 2 – (Team Name)  BLR Team 3 – (Team Name) o HCM-F RCDN Backlog  RCDN Team 1 – (Team Name)  RCDN Team 2 – (Team Name)  RCDN Team 3 – (Team Name)  RCDN Team 4 – (Team Name)  RCDN Team 5 – (Team Name)  RCDN Team 6 – (Team Name) o HCM-F RTP Backlog  RTP Team 1 – (Team Name)  RTP Team 2 – (Team Name)  RTP Team 3 – (Team Name) 6
  • 7.  Main Backlog to Site Backlogs • HCS: HCM-F Main Backlog PBIs Use CBABU terminology o PBI = Product Backlog Items o MMF – Minimal Marketable Feature PBIs: Features & EL1 ENG/MTK o PBIs – 20% Confidence  Portfolio Item: HCM-F Features (MMF) • Features & Architectural Features (SAFe) • http://scaledagileframework.com/feature/ • http://scaledagileframework.com/architectural-feature/ Child PBIs • AC Commitments- Business Requirements  EL1-ENG/MKT USn • Epics Child PBIs • AC Commitments- Functionality Plan  Technical Debt USn • CDETS defects = Sub-PBIs Movement by „Project‟ [Field] Child PBIs o Action: Add PBIs to Site Backlog  Move Sub-PBIs to Site backlog • Use “Project” [Field] o Action: Reorganize PBIs in Main Backlog  Re-assigning Sub-PBIs order • Use “Local Priority” [Field] 7
  • 8.  Site Backlogs to Sprint Backlogs o HCM-F Site Backlog – 50% Confidence  PBIs: Children & Sub-Children PBIs  Children PBIs to Sprint Backlog in Scrum Team Child PBIs in Sprint Backlogs o Action: Add PBIs to Site Backlog  Move Sub-PBIs • Children & Sub-Children PBIs of EL1s  Assigning Sub-PBIs to Site backlog • Use “Project” [Field] Movement by „Project‟ [Field] o Action: Reorganize PBIs in Site Backlog Child PBIs in Sprint Backlogs Child PBIs in Sprint Backlogs  Re-assigning Sub-PBIs order • Use “Local Priority” [Field] 8
  • 9.  Sprint Backlogs to Iteration/Sprint o Sub-PBIs @ a 80% Confidence o Action: Add PBIs to Iteration Production Iteration # n+2  Assigning Sub-PBIs to Iteration • Use “Iteration” [Field] • Note*- Iteration/Sprints are Timeboxes o Action: Reorganize PBIs in Iteration  Re-assigning Sub-PBIs order Iteration # n+1 Sub-PBIs in iteration Iteration #n • Use “Local Priority” [Field] Movement by „Iteration‟ [Field] 9
  • 10.  Finished Sub-PBIs o Sub-PBI reached DOD o Action: None  Teams keep PBIs in Rally “Team” Project  Accepted PBIs = Achievement Production Sub-PBIs to return to Sitebaclog  Accepted PBIs =produce=> Velocity  Accepted PBIs = history for relative estimating  Unfinished Sub-PBIs • PBI did not reach DOD • PO Options: Movement by „Project‟ [Field] Iteration # n+2 Iteration # n +1 Iteration #n o Action 1: Return to Site Backlog  Move Sub-PBIs to Site Backlog • Use “Project” [Field] Sub-PBIs to new Iteration • Clear “Iteration” [Field] o Action 2: Reassign to New Iteration  Move Sub-PBIs to new iteration • Use “Iteration” [Field] 10
  • 11.  Archiving PBIs o Unfinished PBIs that are no longer relevant o Action: Move PBIs to HCM-F Archive  Move Sub-PBIs to Site Backlog • Use “Project” [Field] Movement by „Iteration‟ [Field] Achieving irrelevant PBIs & Sub-PBIs 11
  • 12.  Tracking Mechanisms • Use Rally Apps • Build Dashboards for Stakeholders • Create [Field]s necessary to quickly collect and express information  Focus: Dashboards & Rally Apps o Admin Automation o Increase decision making o Information availability o View Production o Forecasts Enhancements o Estimates Enhancements o Work Allocation Enhancements 12
  • 13.  Selecting PBIs for Release o Requirements:  Adding Project [Field] for PBIs • [Field] – Product Release • [Field] – Release (Native Field) – connects to Rally‟s Release Tool PBIs & Sub-PBIs to Releases o Action: Select PBI for Release (Product/SOL)  From any Rally Project: • Main Backlog • Sprint Backlog • Teams Select to Release using „Product Release‟ [Field] & „Release‟ [Field] Release # n+2 Release # n +1 Release #n  Move PBIs & Sub-PBIs? • Select Product Release [Field] • Select (Solution) Release [Field] 13
  • 14.  Obtain Feedback HCM-F Key Leader • Incorporate Feedback  Gain HCM-F Key Leader Approval  Migrate data • From: HCS: Engineering • To: HCS: HCM-F Main Backlog 14
  • 15.  Meeting Transcript for HCM-F Backlog Proposals / Rally Porfolio Manager Meeting  Basic Meeting Information: Meeting Topic: HCM-F Backlog Proposals / Rally Porfolio Manager Meeting Host: Alejandro Perez Meeting number: 207 092 328 Start Time: Tuesday, February 04, 2014 12:22:50 AM(GMT -8:00) End Time: Tuesday, February 04, 2014 01:03:59 PM(GMT -8:00) Meeting URL: https://cisco.webex.com/cisco  Attendee List: Alejandro Perez, Navin Manohar, Chuck Homola, Tom Hill (tomhill), Subodh Shah, Chris Claytor, Shankar Govindasamy, Craig Miller,  Record: https://cisco.webex.com/ciscosales/lsr.php?RCID=61e6ebc68b7643b186f2 858ef8228665 15
  • 16.  Meeting Transcript for HCM-F Backlog Proposals / Rally Porfolio Manager Meeting  Basic Meeting Information: Meeting Topic: HCM-F Backlog Proposals / Rally Porfolio Manager Meeting Host: Alejandro Perez Meeting number: 207 092 328 Start Time: Monday, February 03, 2014 09:20:45 AM(GMT -8:00) End Time: Monday, February 03, 2014 10:09:02 AM(GMT -8:00) Meeting URL: https://cisco.webex.com/cisco  Attendee List: Alejandro Perez, Mo A, Herb Sayre, Chris Claytor,  Record: https://cisco.webex.com/ciscosales/lsr.php?RCID=d14304f698aa463bb51 67c1aff28dbcf 16