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Using Agile Methodology to
Deliver Projects that Transform
Customers from Doubters into
          Raving Fans

                  Michael Harris
  VP of Information Technology, Ecommerce Inc.
Goals
• Demonstrate How Agile Can Help to
  Transform Customer Perception
• Share Insight Into The Ecommerce Agile
  Approach
• Provide You With a Set of Practices That
  Can Be Deployed on Your Own Agile Teams
Who is the Customer?
From Dictionary.com
  1. a
     person who purchases goods or services from
  another;buyer; patron.
  2.Informal . a person one has to deal with: a tough
  customer;a cool customer.
For the purpose of this talk a customer can be any
internal or external project sponsor or decision maker.
What Do Customers Expect?
• To Get What They Asked or Paid For
• To Have Predictable Costs
• To Get Timely Results
• To Be Kept in the Loop (i.e. No Surprises)
• To Focus On The Business While We Deliver
 the Technology
What Do Customers Often Get?
 • Experience Tells Them...
     IT Project = Confusion + Frustration (#FAIL)

 • From Their Perspective We...
     - Have a Poor Project Delivery Track Record
     - Fail to Hold Our Commitments
     - Have Fluid, Out of Control Costs
     - Misinterpret/Misunderstand What They
        Want
Why Do We Need Change?
• Because We Do In Fact Have a
    Poor Project Delivery Track Record
• As an Industry IT Misses
    Approximately 7 Out of 10 Times
    (Cost, Features, Time)
      - Standish Group - Chaos Summary 2009
      - University of Missouri, St. Louis (December 2003)
•   This is Performance Only a Baseball
    Player Could Appreciate
How Do We Improve Our Batting
  Average and Get More Fans?
  • Hold Our Commitments
  • Build Confidence Through
    Transparency & Shared
    Success
  • Actively Engage the
    Customer
  • Communicate & Adjust
Agile Can Help!
So What is Agile?
•   Agile Provides a Set of Practices and Processes
    Based on Iterative and Incremental
    Development With a Focus on Collaboration
    and Feedback
•   Agile Manifesto (http://agilemanifesto.org/)
    -   Individuals and interactions over processes and tools

    -   Working software over comprehensive documentation

    -   Customer collaboration over contract negotiation

    -   Responding to change over following a plan
Agile Won’t Prevent Baldness!
Agile Won’t Help You Lose Weight!
Agile Won’t Predict The Market!
But Agile Will...

• Enable Us To (Grow Fans):
   1. Hold Our Commitments
   2. Build Confidence
   3. Engage The Customer
   4. Communicate and Adjust
How Does Agile Helps Us To
 Hold Our Commitments?
•   We Break Down Work Into
    Manageable Chunks Called Stories

•   We Employ “Manage a Day” Theory

•   We Plan for Change and Change
    the Plan

•   We Use Fact Based, Collaborative
    Planning
How Does Agile Help Us To
   Build Confidence?
•   Demonstrate Working
    Code Early and Often

•   Do the Most Valuable and/
    or Hardest Things First

•   Maintain a “Change” Buffer
    in the Plan

•   When We Don’t Know...
    We Prototype
How Does Agile Helps Us To
  Engage The Customer?
•   Customers Actively Participate
    in Story Building

•   Customers Define Success &
    Failure Criteria

•   Customers Help to Plan
    Iterations

•   Customers Provide Feedback
    on Working Code
How Does Agile Helps Us To
 Communicate and Adjust?
•   Agile is All About
    Communication and Feedback

•   Continuous Improvement is
    Built Into the Process via
    Retrospectives

•   “Do More of What Works
    and Less of What Doesn’t”

•   We Clearly Define Done
Next Lets Examine Our Approach to
Solving this Challenge at Ecommerce
How We Practice Agile
• We Will Cover
 - Planning
 - Managing
 - Delivery
 - Team Makeup
Agile Planning
• Key Practices
 - Story Building (Requirements
     Gathering)
 -   Planning Poker (Estimation)
 -   Iteration Planning (Slotting and
     Prioritization)
Agile Story Building
Anatomy of a Story
As a <actor/role> I want to <action> so
that <reason>.

Acceptance Criteria      Failure Conditions

•   What does success   • What exceptions do
    look like?           we handle and how?
Example Story
As a presenter, I want to determine the
background of the audience so I can cater
the presentation to their needs.

  Success                                  Failure Conditions

• The majority of the audience self    •   If no one raises their hands make
   identifies as (customer or IT) and       sure you are in the right room!
   as (agile novice or agile expert)   •   If less than the majority raise their
                                           hand then keep trying until you
                                           get a majority
Another Example
As a presenter, I want to teach the audience
how to use agile to win over customers so
that they can be more successful with their
future projects.
    Success                                       Failure Conditions
•   Members of the audience learn about         • If the audience is bored tell a joke
    important aspects of agile
                                                • If the audience glassy eyed then re-
•   Members of the audience leverage agile on      query background information
    their future projects
                                                • If the audience fails to applaud at the
•   The audience applauds at the end of the        end apologize and hand out candy
    presentation
Planning Poker
• We Estimate Each    Story Point Scale
  Story Using Story     -   0 is <= 2 hours
  Points                -   1 is <= 8 hours
                        -
• Members Use
                            2 is <= 16 hours
                        -   3 is <= 40 hours
  Playing Cards To      -   5 is > 40 hours
  Cast Their Vote
• Capture Tasks       * Stories scored a 5 need to be
                      broken down
Iteration Planning
                                         Backlog
•   An Iteration Contains
    2 Weeks Worth of                     3 3    00              Stories
    Stories Minus a 20%                  3 1    1
    Change Buffer (Plan                                   Change
    for Change)



                            Prioritize
                                                          Buffer

•   Collaborative Effort
    Between Development
    and the Customer
                                                     Velocity

•   We Package 2-3
                                         Iteration
    Iterations in Advance
Agile Planning Toolbox
•   Tools We Use

    -   Pivotal Tracker for managing
        backlog, iteration planning and work
        tracking. www.pivotaltracker.com
    -   www.planningpoker.com for story
        estimation.
    -   Redmine for project documentation
        www.redmine.org.
Agile Management

• Key Practices
 - Daily Stand Ups
 - Iteration Retrospectives
 - Workload Management
 - Demonstrations
Daily Stand Ups
•   Must Be Prepared To Answer The
    Following:
    -   Yesterday I Committed To And
        Completed... (verify)
    -   Today I Commit To Completing...
        (commit)
    -   My Roadblocks Are... (escalate)
•   And Yes We Stand The Entire Time :)
Retrospectives            Not
                                   Honest!
•   Requires “Brutal Honesty”
•   Answers Two Simple Questions
    -   What Worked
    -   What Did Not Work
•   Turn the WDNW’s Into Stories
    or Chores and Incorporate
    Into Future Iterations
Workload Management
Demonstrations
• Gives Customer a Chance to
  Interact With Working Code
• Demos Verify Customer
  Acceptance of Stories
• Demos Should Be Engaging
• Capture Failures as Bug
  Stories
Agile Delivery

• Key Practices
 - Clear Definition Of Done
 - Automated Testing Is Critical To Success
 - Continuous Integration
 - Agile Coaching
Definition Of Done

• Working, Demonstratable Code
• All Tests Pass
 - Tests Prove Acceptance Criteria &
    Failure Handling
• Story Accepted By Customer
Automated Testing
•   Test First, Test After... Just Test!
•   Tests are as Much for the
    Developer as the Customer
•   Regression Testing Prevents
    Indirect Feature Breakage
•   Integration Testing Ensures
    That Units Function
    Correctly Together
Continuous Integration
• Instant Feedback For Build & Test
  Validity Upon Code Check In
• Broken Build = Fire Alarm
• Provides Metrics for Code
  Coverage
• We Use Hudson (hudson-ci.org)
  But There Are Many Good Ones
  Available
Agile Coaching
• Continuous Coaching is Critical
  for New Agile Teams
• Developers Pair as Needed
• Peer Code Reviews Required
   -   Ensures Consistency

   -   Spreads Knowledge

• Team is Self Organizing
Building an Agile Team
•   A Typical Project Will Have
    -   1 Project Manager
    -   1 Business Analyst
    -   3-6 Developers
    -   1-2 Designers/Web Developers
    -   1-2 QA
•   We Use a 1-3-1 Ratio for Designers
    to Developers to QA
Our Agile Team
•   Customer/Sponsor/   • Communicate Project Goals/
                          Background
    SME’s
                        • Write Stories
•   Business Analyst
                        • Write Success/Failure
•   PM/Dev Manager        Criteria
                        • Provide Reference
    (Scrum Master)
                          Information
•   Designers/UX        • Help Plan/Prioritize Iterations
•   Developers          • Provide Feedback in Demos
                        • Participate in Daily Stand Up
•   QA                    (Optional)
Our Agile Team
•   Customer/Sponsor/   • Facilitate Story Building
    SME’s               • Challenge Customer to Dig
•   Business Analyst
                          Deeper & Work Through
                          Scenarios

•   PM/Dev Manager      • Story Clarification
    (Scrum Master)      • Participate in Planning Poker
                        • Liaison Between IT & Customer
•   Designers/UX
                        • Demo Presenter
•   Developers          • Participate in Daily Standup
•   QA                  • Participate in Retrospectives
Our Agile Team
•   Customer/Sponsor/   • Lead Iteration Planning
    SME’s
                        • Lead Planning Poker
•   Business Analyst
                        • Lead Daily Stand Up
•   PM/Dev Manager      • Lead Retrospectives
    (Scrum Master)
                        • Assign Work
•   Designers/UX        • Eliminate Roadblocks
•   Developers          • Review Code
•   QA                  • Lead Release Planning
Our Agile Team
•   Customer/Sponsor/   • Create Wireframes
    SME’s
                        • Create Screen Mocks
•   Business Analyst    • Define Interaction
                          Characteristics
•   PM/Dev Manager
                        • Define Application Graphic
    (Scrum Master)        Standards

•   Designers/UX        • Demo Designs
•   Developers          • Participate in Daily Stand Up
•   QA                  • Participate in Retrospectives
Our Agile Team
•   Customer/Sponsor/   • Break Stories into Tasks
    SME’s               • Deliver Stories (Code & Unit
•   Business Analyst
                          Test)

                        • Pair & Mentor
•   PM/Dev Manager      • Participate in Planning Poker
    (Scrum Master)
                        • Participate in Demos
•   Designers/UX        • Manage Continuous
                          Integration Server
•   Developers
                        • Participate in Daily Stand Up
•   QA                  • Participate in Retrospectives
Our Agile Team
•   Customer/Sponsor/   • Participate in Story Building
    SME’s               • Develop Integration Test
•   Business Analyst
                          Plans

                        • Execute Integration Tests
•   PM/Dev Manager      • Record/Prioritize Defects
    (Scrum Master)
                        • Certify Release for
•   Designers/UX          Production

                        • Participate in Demos
•   Developers
                        • Participate in Daily Stand Up
•   QA                  • Participate in Retrospectives
In Summary
• To Win Fans
 - Do What We Say and Say What We Do
 - Customers Want To Be Heard
 - Demonstrate Consistency and
    Transparency Using Agile
• Like Anything Else, Agile Takes Practice
  and Coaching But Everyone Can Do IT
Questions
Thank You
My Contact Info

     @mikeharris22
     mharris22
     michael.harris@ecommerce.com

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HostingCon - Using agile to deliver projects that transform customers from doubters into raving fans

  • 1. Using Agile Methodology to Deliver Projects that Transform Customers from Doubters into Raving Fans Michael Harris VP of Information Technology, Ecommerce Inc.
  • 2. Goals • Demonstrate How Agile Can Help to Transform Customer Perception • Share Insight Into The Ecommerce Agile Approach • Provide You With a Set of Practices That Can Be Deployed on Your Own Agile Teams
  • 3. Who is the Customer? From Dictionary.com 1. a person who purchases goods or services from another;buyer; patron. 2.Informal . a person one has to deal with: a tough customer;a cool customer. For the purpose of this talk a customer can be any internal or external project sponsor or decision maker.
  • 4. What Do Customers Expect? • To Get What They Asked or Paid For • To Have Predictable Costs • To Get Timely Results • To Be Kept in the Loop (i.e. No Surprises) • To Focus On The Business While We Deliver the Technology
  • 5. What Do Customers Often Get? • Experience Tells Them... IT Project = Confusion + Frustration (#FAIL) • From Their Perspective We... - Have a Poor Project Delivery Track Record - Fail to Hold Our Commitments - Have Fluid, Out of Control Costs - Misinterpret/Misunderstand What They Want
  • 6. Why Do We Need Change? • Because We Do In Fact Have a Poor Project Delivery Track Record • As an Industry IT Misses Approximately 7 Out of 10 Times (Cost, Features, Time) - Standish Group - Chaos Summary 2009 - University of Missouri, St. Louis (December 2003) • This is Performance Only a Baseball Player Could Appreciate
  • 7. How Do We Improve Our Batting Average and Get More Fans? • Hold Our Commitments • Build Confidence Through Transparency & Shared Success • Actively Engage the Customer • Communicate & Adjust
  • 9. So What is Agile? • Agile Provides a Set of Practices and Processes Based on Iterative and Incremental Development With a Focus on Collaboration and Feedback • Agile Manifesto (http://agilemanifesto.org/) - Individuals and interactions over processes and tools - Working software over comprehensive documentation - Customer collaboration over contract negotiation - Responding to change over following a plan
  • 11. Agile Won’t Help You Lose Weight!
  • 12. Agile Won’t Predict The Market!
  • 13. But Agile Will... • Enable Us To (Grow Fans): 1. Hold Our Commitments 2. Build Confidence 3. Engage The Customer 4. Communicate and Adjust
  • 14. How Does Agile Helps Us To Hold Our Commitments? • We Break Down Work Into Manageable Chunks Called Stories • We Employ “Manage a Day” Theory • We Plan for Change and Change the Plan • We Use Fact Based, Collaborative Planning
  • 15. How Does Agile Help Us To Build Confidence? • Demonstrate Working Code Early and Often • Do the Most Valuable and/ or Hardest Things First • Maintain a “Change” Buffer in the Plan • When We Don’t Know... We Prototype
  • 16. How Does Agile Helps Us To Engage The Customer? • Customers Actively Participate in Story Building • Customers Define Success & Failure Criteria • Customers Help to Plan Iterations • Customers Provide Feedback on Working Code
  • 17. How Does Agile Helps Us To Communicate and Adjust? • Agile is All About Communication and Feedback • Continuous Improvement is Built Into the Process via Retrospectives • “Do More of What Works and Less of What Doesn’t” • We Clearly Define Done
  • 18. Next Lets Examine Our Approach to Solving this Challenge at Ecommerce
  • 19. How We Practice Agile • We Will Cover - Planning - Managing - Delivery - Team Makeup
  • 20. Agile Planning • Key Practices - Story Building (Requirements Gathering) - Planning Poker (Estimation) - Iteration Planning (Slotting and Prioritization)
  • 21. Agile Story Building Anatomy of a Story As a <actor/role> I want to <action> so that <reason>. Acceptance Criteria Failure Conditions • What does success • What exceptions do look like? we handle and how?
  • 22. Example Story As a presenter, I want to determine the background of the audience so I can cater the presentation to their needs. Success Failure Conditions • The majority of the audience self • If no one raises their hands make identifies as (customer or IT) and sure you are in the right room! as (agile novice or agile expert) • If less than the majority raise their hand then keep trying until you get a majority
  • 23. Another Example As a presenter, I want to teach the audience how to use agile to win over customers so that they can be more successful with their future projects. Success Failure Conditions • Members of the audience learn about • If the audience is bored tell a joke important aspects of agile • If the audience glassy eyed then re- • Members of the audience leverage agile on query background information their future projects • If the audience fails to applaud at the • The audience applauds at the end of the end apologize and hand out candy presentation
  • 24. Planning Poker • We Estimate Each Story Point Scale Story Using Story - 0 is <= 2 hours Points - 1 is <= 8 hours - • Members Use 2 is <= 16 hours - 3 is <= 40 hours Playing Cards To - 5 is > 40 hours Cast Their Vote • Capture Tasks * Stories scored a 5 need to be broken down
  • 25. Iteration Planning Backlog • An Iteration Contains 2 Weeks Worth of 3 3 00 Stories Stories Minus a 20% 3 1 1 Change Buffer (Plan Change for Change) Prioritize Buffer • Collaborative Effort Between Development and the Customer Velocity • We Package 2-3 Iteration Iterations in Advance
  • 26. Agile Planning Toolbox • Tools We Use - Pivotal Tracker for managing backlog, iteration planning and work tracking. www.pivotaltracker.com - www.planningpoker.com for story estimation. - Redmine for project documentation www.redmine.org.
  • 27. Agile Management • Key Practices - Daily Stand Ups - Iteration Retrospectives - Workload Management - Demonstrations
  • 28. Daily Stand Ups • Must Be Prepared To Answer The Following: - Yesterday I Committed To And Completed... (verify) - Today I Commit To Completing... (commit) - My Roadblocks Are... (escalate) • And Yes We Stand The Entire Time :)
  • 29. Retrospectives Not Honest! • Requires “Brutal Honesty” • Answers Two Simple Questions - What Worked - What Did Not Work • Turn the WDNW’s Into Stories or Chores and Incorporate Into Future Iterations
  • 31. Demonstrations • Gives Customer a Chance to Interact With Working Code • Demos Verify Customer Acceptance of Stories • Demos Should Be Engaging • Capture Failures as Bug Stories
  • 32. Agile Delivery • Key Practices - Clear Definition Of Done - Automated Testing Is Critical To Success - Continuous Integration - Agile Coaching
  • 33. Definition Of Done • Working, Demonstratable Code • All Tests Pass - Tests Prove Acceptance Criteria & Failure Handling • Story Accepted By Customer
  • 34. Automated Testing • Test First, Test After... Just Test! • Tests are as Much for the Developer as the Customer • Regression Testing Prevents Indirect Feature Breakage • Integration Testing Ensures That Units Function Correctly Together
  • 35. Continuous Integration • Instant Feedback For Build & Test Validity Upon Code Check In • Broken Build = Fire Alarm • Provides Metrics for Code Coverage • We Use Hudson (hudson-ci.org) But There Are Many Good Ones Available
  • 36. Agile Coaching • Continuous Coaching is Critical for New Agile Teams • Developers Pair as Needed • Peer Code Reviews Required - Ensures Consistency - Spreads Knowledge • Team is Self Organizing
  • 37. Building an Agile Team • A Typical Project Will Have - 1 Project Manager - 1 Business Analyst - 3-6 Developers - 1-2 Designers/Web Developers - 1-2 QA • We Use a 1-3-1 Ratio for Designers to Developers to QA
  • 38. Our Agile Team • Customer/Sponsor/ • Communicate Project Goals/ Background SME’s • Write Stories • Business Analyst • Write Success/Failure • PM/Dev Manager Criteria • Provide Reference (Scrum Master) Information • Designers/UX • Help Plan/Prioritize Iterations • Developers • Provide Feedback in Demos • Participate in Daily Stand Up • QA (Optional)
  • 39. Our Agile Team • Customer/Sponsor/ • Facilitate Story Building SME’s • Challenge Customer to Dig • Business Analyst Deeper & Work Through Scenarios • PM/Dev Manager • Story Clarification (Scrum Master) • Participate in Planning Poker • Liaison Between IT & Customer • Designers/UX • Demo Presenter • Developers • Participate in Daily Standup • QA • Participate in Retrospectives
  • 40. Our Agile Team • Customer/Sponsor/ • Lead Iteration Planning SME’s • Lead Planning Poker • Business Analyst • Lead Daily Stand Up • PM/Dev Manager • Lead Retrospectives (Scrum Master) • Assign Work • Designers/UX • Eliminate Roadblocks • Developers • Review Code • QA • Lead Release Planning
  • 41. Our Agile Team • Customer/Sponsor/ • Create Wireframes SME’s • Create Screen Mocks • Business Analyst • Define Interaction Characteristics • PM/Dev Manager • Define Application Graphic (Scrum Master) Standards • Designers/UX • Demo Designs • Developers • Participate in Daily Stand Up • QA • Participate in Retrospectives
  • 42. Our Agile Team • Customer/Sponsor/ • Break Stories into Tasks SME’s • Deliver Stories (Code & Unit • Business Analyst Test) • Pair & Mentor • PM/Dev Manager • Participate in Planning Poker (Scrum Master) • Participate in Demos • Designers/UX • Manage Continuous Integration Server • Developers • Participate in Daily Stand Up • QA • Participate in Retrospectives
  • 43. Our Agile Team • Customer/Sponsor/ • Participate in Story Building SME’s • Develop Integration Test • Business Analyst Plans • Execute Integration Tests • PM/Dev Manager • Record/Prioritize Defects (Scrum Master) • Certify Release for • Designers/UX Production • Participate in Demos • Developers • Participate in Daily Stand Up • QA • Participate in Retrospectives
  • 44. In Summary • To Win Fans - Do What We Say and Say What We Do - Customers Want To Be Heard - Demonstrate Consistency and Transparency Using Agile • Like Anything Else, Agile Takes Practice and Coaching But Everyone Can Do IT
  • 46. Thank You My Contact Info @mikeharris22 mharris22 michael.harris@ecommerce.com