Introduction to Agile Planning and Project ManagementBy Mike Cottmeyer, Agile CoachLeadingAgile, LLC
Mike CottmeyerLeadingAgilemike@leadingagile.com	1.404.312.1471www.leadingagile.comtwitter.com/mcottmeyerfacebook.com/leadingagilelinkedin.com/in/cottmeyer
A Project is a temporary endeavor, having a defined beginning and end, undertaken to meet unique goals and objectiveshttp://en.wikipedia.org/wiki/Project_management
A Project Manager is a professional in the field of project management.  Project Managers have the responsibility of planning, execution, and closing of any project. http://en.wikipedia.org/wiki/Project_manager
Project Management is the discipline of planning, organizing, securing and managing resources to bring about the successful completion of specific project goals and objectives. http://en.wikipedia.org/wiki/Project_management
Agile has a Project Manager problem…
Agenda…	Part 1: Single-team Agile projectsAgile Values & principlesHow and why Agile teams workFundamental mechanics of Agile delivery The role of the Agile Project ManagerPart 2: Multi-team Agile projects Challenges with Agile in larger, more complex enterprisesPatterns for Agile Program and Portfolio ManagementThe role of the Agile Project Manager
Agenda…	Part 1: Single-team Agile projectsAgile Values & principlesHow and why Agile teams workFundamental mechanics of Agile delivery The role of the Agile Project ManagerPart 2: Multi-team Agile projects Challenges with Agile in larger, more complex enterprisesPatterns for Agile Program and Portfolio ManagementThe role of the Agile Project Manager
Agenda…	Part 1: Single-team Agile projectsAgile Values & principlesHow and why Agile teams workFundamental mechanics of Agile delivery The role of the Agile Project ManagerPart 2: Multi-team Agile projects Challenges with Agile in larger, more complex enterprisesPatterns for Agile Program and Portfolio ManagementThe role of the Agile Project Manager
Agenda…	Part 1: Single-team Agile projectsAgile Values & principlesHow and why Agile teams workFundamental mechanics of Agile delivery The role of the Agile Project ManagerPart 2: Multi-team Agile projects Challenges with Agile in larger, more complex enterprisesPatterns for Agile Program and Portfolio ManagementThe role of the Agile Project Manager
Agenda…	Part 1: Single-team Agile projectsAgile Values & principlesHow and why Agile teams workFundamental mechanics of Agile delivery The role of the Agile Project ManagerPart 2: Multi-team Agile projects Challenges with Agile in larger, more complex enterprisesPatterns for Agile Program and Portfolio ManagementThe role of the Agile Project Manager
Agenda…	Part 1: Single-team Agile projectsAgile Values & principlesHow and why Agile teams workFundamental mechanics of Agile delivery The role of the Agile Project ManagerPart 2: Multi-team Agile projects Challenges with Agile in larger, more complex enterprisesPatterns for Agile Program and Portfolio ManagementThe role of the Agile Project Manager
Agenda…	Part 1: Single-team Agile projectsAgile Values & principlesHow and why Agile teams workFundamental mechanics of Agile delivery The role of the Agile Project ManagerPart 2: Multi-team Agile projects Challenges with Agile in larger, more complex enterprisesPatterns for Agile Program and Portfolio ManagementThe role of the Agile Project Manager
Agenda…	Part 1: Single-team Agile projectsAgile Values & principlesHow and why Agile teams workFundamental mechanics of Agile delivery The role of the Agile Project ManagerPart 2: Multi-team Agile projects Challenges with Agile in larger, more complex enterprisesPatterns for Agile Program and Portfolio ManagementThe role of the Agile Project Manager
Agenda…	Part 1: Single-team Agile projectsAgile Values & principlesHow and why Agile teams workFundamental mechanics of Agile delivery The role of the Agile Project ManagerPart 2: Multi-team Agile projects Challenges with Agile in larger, more complex enterprisesPatterns for Agile Program and Portfolio ManagementThe role of the Agile Project Manager
Agile Values & Principles
The Agile Manifesto (2001)Individuals and InteractionsProcesses and Tools
The Agile Manifesto (2001)Individuals and InteractionsWorking software Processes and ToolsComprehensive documentation
The Agile Manifesto (2001)Individuals and InteractionsWorking software 	Customer collaborationProcesses and ToolsComprehensive documentationContract negotiation
The Agile Manifesto (2001)Individuals and InteractionsWorking software 	Customer collaborationResponding to changeProcesses and ToolsComprehensive documentationContract negotiationFollowing a plan
The Agile Manifesto (2001)Individuals and InteractionsWorking software 	Customer collaborationResponding to changeProcesses and ToolsComprehensive documentationContract negotiationFollowing a plan
The Agile Manifesto (2001)Individuals and InteractionsWorking software 	Customer collaborationResponding to changeProcesses and ToolsComprehensive documentationContract negotiationFollowing a plan
Challenging the Project Management Paradigm
The BIG Paradigm ShiftScopeCostTime
The BIG Paradigm ShiftCostTimeScope
The BIG Paradigm ShiftCostTimeReduceRiskScope
The BIG Paradigm ShiftCostTimeIncreaseValueScope
Is Your Project a Good Candidate for Agile?
Where to Use Agile?Sweet spot in software product developmentDomains where market requirements change oftenInitiatives where requirements are unknown or unknowableComplex knowledge work
Process ControlPredictive – Processes well defined and predictable.  Process yields acceptable outcomesEmpirical – Frequently measure outcomes and adapt the process to accommodate variation
Reducing Delivery Risk
Emergence or Convergence
Fundamentals of Team Based Agile
Team
Developers
TestersDevelopers
AnalystTestersDevelopers
AnalystCSMTestersDevelopers
Product OwnerAnalystCSMTestersDevelopers
Agile Process Flow…
Product VisionUnderstanding why we are doing what we are doing, who it is for, and the overall market opportunity
Product BacklogThe master list of things that we want to build into the product
Iteration BacklogThe highest priority items that we intend to build in the next 2-4 weeks
Feedback LoopsInspect and adapt on regular cadences to mitigate delivery risk
Working ProductIs the primary measure of progress, at the end of each time-box we have a deliverable
CadencesProject (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
User StoryScreenUser StoryTeamUser StoryReportUser StoryUser StoryDatabaseUser StoryUser Story
User StoryScreenUser StoryTeamUser StoryReportUser StoryUser StoryDatabaseUser StoryUser Story
Agile Non-NegotiablesTeamsBacklogCadenceDone
My Customer Doesn’t Give a Crap About Your User Stories!
Epics collections of features, typically 1-3 months in duration.  Epics span releases.  Epics can span more than one team.  These are the things the market cares about. Epic
Epics collections of features, typically 1-3 months in duration.  Epics span releases.  Epics can span more than one team.  These are the things the market cares about. EpicFeatures are smaller than epics, typically 2-4 weeks in duration.  Features are contained within releases.  Ideally, features are contained within a team.  These are what the Product Manager Cares about.Feature
Epics collections of features, typically 1-3 months in duration.  Epics span releases.  Epics can span more than one team.  These are the things the market cares about. EpicFeatures are smaller than epics, typically 2-4 weeks in duration.  Features are contained within releases.  Ideally, features are contained within a team.  These are what the Product Manager Cares about.FeatureUser Stories are the smallest increment of value, typically less than a week.  User Stories are contained within the iteration.  These are the things the Product Owner, maybe the Engineering Management Cares about. User Story
Story Maps visually show the relationship between User Stories and Business ValueEpicFeatureFeatureFeatureFeatureUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
INVESTIndependentNegotiableValuableEstimateableSmall… Sized AppropriatelyTestable
Story Maps start with the identification of larger, more strategic organizational goalsEpic
Epicsare decomposed into Features that describe the value added into the productEpicFeature
Epicsare decomposed into Features that describe the value added into the productEpicFeatureFeature
Epicsare decomposed into Features that describe the value added into the productEpicFeatureFeatureFeature
Epicsare decomposed into Features that describe the value added into the productEpicFeatureFeatureFeatureFeature
Featuresare decomposed into User Stories that are thin slices of value added into the systemEpicFeatureFeatureFeatureFeatureUser StoryUser StoryUser StoryUser Story
Featuresare decomposed into User Stories that are thin slices of value added into the systemEpicFeatureFeatureFeatureFeatureUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
Featuresare decomposed into User Stories that are thin slices of value added into the systemEpicFeatureFeatureFeatureFeatureUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
Featuresare decomposed into User Stories that are thin slices of value added into the systemEpicFeatureFeatureFeatureFeatureUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
Relative EstimationStart with something small and knowableGive it an arbitrary value of oneEstimate everything else relative to the original storyPlanning poker encourages communication and leads to shared understandingOver time becomes incredibly accurate
User Stories are estimated in relative units of measure called Story PointsEpic11FeatureFeatureFeatureFeature11User StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
User Stories are estimated in relative units of measure called Story PointsEpic3121FeatureFeatureFeatureFeature323552321122User StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
Story Points can be added up to size FeaturesEpic1178123121FeatureFeatureFeatureFeature323552321122User StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
Feature Points can be added up to size Epics38Epic1178123121FeatureFeatureFeatureFeature323552321122User StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
Varying Scope Using the Minimally Marketable Feature
Our Goal is to build the smallest system possible to deliver the value in the Epic38Epic1178123121FeatureFeatureFeatureFeature323552321122User StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
We continuously evaluate the Story Map to determine the Minimally Marketable Feature38Epic1178123121FeatureFeatureFeatureFeature323552321122User StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
We continuously evaluate the Story Map to determine the Minimally Marketable Feature38Epic1178123121User StoryUser StoryUser StoryFeatureFeatureFeatureFeature3235User StoryUser StoryUser Story5232User StoryUser StoryUser Story1122User StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
When we focus on Minimally Marketable Features, we deliver Business Value early26Epic104753121User StoryUser StoryUser StoryFeatureFeatureFeatureFeature3235User StoryUser StoryUser Story5232User StoryUser StoryUser Story1122User StoryUser StoryUser StoryUser StoryUser StoryUser StoryUser Story
All I Need to Know is Backlog Size & Velocity
Burndown Charts
Backlog Size
Backlog SizeTime
Velocity – The rate at which we complete the estimate Backlog SizeTime
Managing & Controlling Agile the Delivery Process
Minimally Marketable Featuresfeed the prioritization of our Sprint PlanningStory CompleteIn ProcessTask DoneTask BacklogStory Backlog
Identify the User Story most likely to contribute to the MMF and build that one firstStory CompleteIn ProcessTask DoneTask BacklogStory Backlog
Identify the User Story most likely to contribute to the MMF and build that one firstStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3User Story
Pull User Stories in priority order focusing on delivering complete MMFsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3User Story
Pull User Stories in priority order focusing on delivering complete MMFsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3User Story2User Story
It’s okay to work User Stories across MMFs if that is what the Product Owner needsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3User Story2User Story
It’s okay to work User Stories across MMFs if that is what the Product Owner needsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3User Story2User Story1User Story
The team uses its past velocity to determine how many stories go in the SprintPlanned Team Velocity = 6 pointsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3User Story2User Story1User Story
The Team breaks each User Story down into TasksPlanned Team Velocity = 6 pointsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3TaskTaskUser StoryTask2User Story1User Story
The Team breaks each User Story down into TasksPlanned Team Velocity = 6 pointsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3TaskTaskUser StoryTask2TaskTaskUser StoryTaskTask1User Story
The Team breaks each User Story down into TasksPlanned Team Velocity = 6 pointsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3TaskTaskUser StoryTask2TaskTaskUser StoryTaskTaskTaskTask1User StoryTaskTask
And estimates each Task in Real Hours so they can assess if they can make a solid Commitment to DeliverPlanned Team Velocity = 6 pointsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3168TaskTaskUser Story8Task2TaskTaskUser StoryTaskTaskTaskTask1User StoryTaskTask
And estimates each Task in Real Hours so they can assess if they can make a solid Commitment to DeliverPlanned Team Velocity = 6 pointsStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3168TaskTaskUser Story8Task2216TaskTaskUser Story8Task4TaskTaskTask1User StoryTaskTask
And estimates each Task in Real Hours so they can assess if they can make a solid Commitment to DeliverPlanned Team Velocity = 6 pointsPlanned Estimated Hours = 98 hoursStory CompleteIn ProcessTask DoneTask BacklogStory Backlog3168TaskTaskUser Story8Task2216TaskTaskUser Story8Task4Task84TaskTask1User Story168TaskTask
At the beginning of the Sprint, The Team pulls Tasks from the top of the Task BacklogPlanned Team Velocity = 6 pointsPlanned Estimated Hours = 98 hoursStory CompleteIn ProcessTask DoneTask BacklogStory Backlog38TaskUser Story16Task8Task2216TaskTaskUser Story8Task4Task84TaskTask1User Story168TaskTask
Tasks move across the Story Board until there is a completed User Story.  Planned Team Velocity = 6 pointsPlanned Estimated Hours = 98 hoursStory CompleteIn ProcessTask DoneTask BacklogStory Backlog38TaskUser Story16Task8Task2216TaskTaskUser Story8Task4Task84TaskTask1User Story168TaskTask
Tasks move across the Story Board until there is a completed User Story.  Planned Team Velocity = 6 pointsPlanned Estimated Hours = 98 hoursStory CompleteIn ProcessTask DoneTask BacklogStory Backlog38TaskUser Story16Task8Task2216TaskTaskUser Story8Task4Task84TaskTask1User Story8Task16Task
Tasks move across the Story Board until there is a completed User Story.  Planned Team Velocity = 6 pointsPlanned Estimated Hours = 98 hoursStory CompleteIn ProcessTask DoneTask BacklogStory Backlog38TaskUser Story16Task8Task2216TaskTaskUser Story8Task4Task84TaskTask1User Story8Task16Task
The Team works from the top of the Story Board, Swarming to get  User Stories across the board as fast as possible .  Planned Team Velocity = 6 pointsPlanned Estimated Hours = 98 hoursStory CompleteIn ProcessTask DoneTask BacklogStory Backlog38TaskUser Story16Task8Task2216TaskTaskUser Story8Task4Task84TaskTask1User Story8Task16Task
The Team works from the top of the Story Board, Swarming to get  User Stories across the board as fast as possible .  Planned Team Velocity = 6 pointsPlanned Estimated Hours = 98 hoursStory CompleteIn ProcessTask DoneTask BacklogStory Backlog38TaskUser Story16Task8Task2216TaskTaskUser Story8Task4Task84TaskTask1User Story8Task16Task
The Team works from the top of the Story Board, Swarming to get  User Stories across the board as fast as possible .  Planned Team Velocity = 6 pointsPlanned Estimated Hours = 98 hoursStory CompleteIn ProcessTask DoneTask BacklogStory Backlog38TaskUser Story16Task8Task2216TaskTaskUser Story8Task4Task84TaskTask1User Story8Task16Task
Until the entire Sprint has been delivered to the Product Owner.  Planned Team Velocity = 6 pointsPlanned Estimated Hours = 98 hoursStory CompleteIn ProcessTask DoneTask BacklogStory Backlog38TaskUser Story16Task8Task2216TaskTaskUser Story8Task4Task184TaskUser StoryTask8Task16Task
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track38966Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track38966Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track38966Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track38966Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track38966Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track38966Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track38966Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track38966Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track38966Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down points to make sure the Release is on track389666Release BurndownSprint BurndownVelocity Trend
From a Metrics perspective, we Burn Down points to make sure the Release is on track3896866Release BurndownSprint BurndownVelocity Trend
We track Velocity Trend to make sure the team is delivering in a Predictable manner38968665Release BurndownSprint BurndownVelocity Trend
When the Release is ready to deliver, The Team has completed the highest priority User Stories, against the highest priority Features ,against the highest priority Epics.  38968665Release BurndownSprint BurndownVelocity Trend
When the Release is ready to deliver, The Team has completed the highest priority User Stories, against the highest priority Features ,against the highest priority Epics.  Everyone is focused on delivering value early and often!38968665Release BurndownSprint BurndownVelocity Trend
Predicting the Future… Looking Forward on Agile Projects
Yesterday’s WeatherPast performance is our best indicator of future performanceThe amount of product we were able to build during the last iteration, is a pretty good indicator of what we’ll be able to deliver this iterationThe same goes for releases
Velocity at Project, Release, and IterationProject (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Project (years)Release (months)Release (months)Release (months)I1I2I3I4I5I6I7I8I9
Team Level Release PlanningUse past velocity to determine roughly how much content can fit into the upcoming releaseVary scope by focusing on the MMF to fine tune the implementation as you build the emerging product
Agile Project Manager – TeamPeoplePMPeoplePeoplePeoplePeoplePeoplePeoplePeopleAPM
Agile Project Management in Larger, More Complex Enterprises
Agile in the Enterprise
Agile (Project Management) in the (Traditional) Enterprise
Agile (Project Management) in the (Traditional) Enterprise
Contrasted with… Enterprise Agile
Enterprise Agile... it’s different!
Enterprise Agile
Enterprise Agile
Enterprise Agile
Enterprise Agile
Enterprise Agile
Enterprise Agile
Enterprise Agile
Team ATeam BTeam CTeam DTeam ETeam F
Team ATeam BTeam CTeam DTeam ETeam F
Team ATeam BTeam CTeam DTeam ETeam F
Team ATeam BTeam CTeam DTeam ETeam F
Multi-Team Release PlanningUse past velocity to determine roughly how much content can fit into the upcoming releaseVary scope by focusing on the MMF to fine tune the implementation as you build the emerging product Sequence backlogs so deliverables are coordinated across agile teamsIMO… this reduces business agility
Let’s Talk About the Stuff That Breaks Agile
External Dependencies
External Dependencies
External Dependencies
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Agile Project, Program, and Portfolio Management using Lean, Kanban, and TOC
Team 1
Team 1Team 2
Team 1Team 2Team 3
Team 1Team 2Team 3Team 4
Team 1Team 2Team 3Team 4Team 5
Establishing the relationship between team level velocity and enterprise level throughput?
Team predictability is one thing, but organizations need to be able to track value at the Epic levelEpic
Team predictability is one thing, but organizations need to be able to track value at the Epic levelEpicWe need a mechanism to make sure features that span multiple Scrum teams are treated with the same sense of awareness as single-product features.   Feature
Team predictability is one thing, but organizations need to be able to track value at the Epic levelEpicWe need a mechanism to make sure features that span multiple Scrum teams are treated with the same sense of awareness as single-product features.   FeatureAll of our day-to-day activities need to clearly map to enterprise objectives.  We need to build product as one organizationUser Story
Story BacklogIn ProcessTask DoneTask BacklogStory BacklogTier 1 - Scrum
DeployBuild	Test	DesignAnalysisTier 2 - KanbanStory BacklogIn ProcessTask DoneTask BacklogStory BacklogTier 1 - Scrum
ConstructionTransitionElaborationInceptionTier 3 - KanbanDeployBuild	Test	DesignAnalysisTier 2 - KanbanStory BacklogIn ProcessTask DoneTask BacklogStory BacklogTier 1 - Scrum
ConstructionTransitionElaborationInceptionTier 3 - KanbanDeployBuild	Test	DesignAnalysisTier 2 - KanbanStory BacklogIn ProcessTask DoneTask BacklogStory BacklogTier 1 - ScrumUser Story
ConstructionTransitionElaborationInceptionTier 3 - KanbanDeployBuild	Test	DesignAnalysisTier 2 - KanbanFeatureStory BacklogIn ProcessTask DoneTask BacklogStory BacklogTier 1 - ScrumUser Story
ConstructionTransitionElaborationInceptionEpicTier 3 - KanbanDeployBuild	Test	DesignAnalysisTier 2 - KanbanFeatureStory BacklogIn ProcessTask DoneTask BacklogStory BacklogTier 1 - ScrumUser Story
Kanban creates a pull system across the entire portfolio that is limited by your actual capacity
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisStory BacklogIn ProcessTask DoneTask BacklogStory Backlog
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisStory BacklogIn ProcessTask DoneTask BacklogStory Backlog
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisStory BacklogIn ProcessTask DoneTask BacklogStory Backlog
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory BacklogSpike
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory BacklogUser StoryUser StorySpike
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory BacklogUser StoryUser StorySpike
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog168TaskTaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16Task8User StoryUser StoryTaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16Task8User StoryUser StoryTaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16Task8User StoryUser StoryTaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16Task8User StoryUser StoryTaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16Task8User StoryUser StoryTaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16TaskUser StoryUser Story8TaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16TaskUser StoryUser Story8TaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16TaskUser StoryUser Story8TaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16Task8TaskUser StoryUser StorySpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16TaskUser StoryUser StorySpike8Task8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16TaskUser StoryUser StorySpike8Task8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16TaskTaskUser StoryUser StoryUser StoryUser Story8TaskSpikeSpike8Task88TaskTask
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog16TaskUser StoryUser StoryUser StoryUser StorySpikeSpike8Task8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog8TaskUser StoryUser Story8TaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog8TaskUser StoryUser Story8TaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog8TaskUser StoryUser Story8TaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog8TaskUser StoryUser Story8TaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog8Task8User StoryUser StoryTaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog8Task8User StoryUser StoryTaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog8Task8User StoryUser StoryTaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog8Task8User StoryUser StoryTaskSpike8Task
ConstructionTransitionElaborationInceptionEpicEpicEpicEpicDeployBuild	Test	DesignAnalysisFeatureFeatureFeatureFeatureFeatureFeatureStory BacklogIn ProcessTask DoneTask BacklogStory Backlog88TaskTaskTask8User StoryUser StoryUser StoryUser Story8TaskTaskSpikeSpike888TaskTaskTask
At the team level, velocity metrics drive predictability38968665Release BurndownSprint BurndownVelocity Trend
At the program/product level, lean metrics are more meaningfulAt the team level, velocity metrics drive predictability38968665Release BurndownSprint BurndownVelocity Trend
At the enterprise level, lean metrics are also the more interesting metricAt the program/product level, lean metrics are more meaningfulAt the team level, velocity metrics drive predictability38968665Release BurndownSprint BurndownVelocity Trend
Balancing Organizational Constraints
Enterprise Release PlanningUse Scrum at the team level to drive predictable outcomesBalance the backlogs across team to optimize the flow of value at the Feature and Epic levelUse metrics to plan the number of Features and Epics that can be included in a release
Agile Project Managers	Manage the System, not the PeopleClear the path, enable the teams and the organizationDrive shared understanding of delivery riskSystems thinking, look out for the whole
Agile Project Manager - EnterpriseTeamPMTeamTeamTeamTeamTeamTeamTeamAPM
www.slideshare.net/mcottmeyerMike CottmeyerLeadingAgilemike@leadingagile.com	1.404.312.1471www.leadingagile.comtwitter.com/mcottmeyerfacebook.com/leadingagilelinkedin.com/in/cottmeyer

Introduction to Agile Project Planning and Project Management

Editor's Notes

  • #3 So, before we get started, a little about me. My name is Mike Cottmeyer, I am an agile transformation coach with Pillar technology. Before I joined Pillar I was a trainer and consultant with VersionOne. Before that I ran a pretty large agile portfolio of projects for CheckFree (now Fiserv). Pillar Technology has been around for about 13 years and is just about 100 people strong. Pillar specializes in agile transformation and project delivery. We can bring in agile coaches on the leadership and project management side. We can bring in coaches to help you with TDD. We can spin up teams and help you deliver projects.
  • #4 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #5 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #6 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #7 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #17 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #24 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #29 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #32 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #34 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #35 So here is our small agile team.
  • #36 Agile teams are cross functional units that have everything they need to deliver some increment of business value. In a software organization… the agile team is going to have one or more developers…
  • #37 They will have one or more QA testers. Sometimes teams have technical testers that are responsible for writing unit tests… sometimes this is left up to the developers. Sometimes teams have manual testers… possibly exercising the UI. Many teams will do both kinds of testing.
  • #38 Sometimes a team will someone playing the role of business analyst. This can be a dedicated position on the team… or it might be blended with some other role… maybe a lead developer. Often times teams will have a BA that is serving as a proxy product owner for the real customer or product owner. Dedicated or blended Custome proxy
  • #39 Agile teams will usually have someone in the role of ScrumMaster or Agile process coordinator. This can be a dedicated position on the team or a role that is shared with another role on the team. Sometimes you have a dedicated ScrumMaster but they are working with more than one agile team at a time.
  • #40 Last but not least we have a product owner. They are the interface between the team and the business. They are the single wringable neck and responsible for the business outcomes of the product. They define requirements, set the priorties, and othewise help the team converge on the best possible outcome to meet the business objectives. Agile teams have all these roles in some form or fashion… they are self contained and independent. This kind of team is the backdrop to almost everything you read about adopting agile. This is such an important concept because if this isn't’ the kind of team you are building as you adopt agile… some of the things you are learning about just aren’t going to work.
  • #57 11. We start with high level requirements that become more detailed as we learn more about the product we are building.  We start with high level architectural representations that emerge toward detailed design as we actually begin developing the working product.  You might think of this as rolling wave planning or progressive elaboration.  The idea is that we plan based on what we know, and plan more as we learn more.  
  • #58 12. Our goal is to recognize, that on projects where we have a tremendous amount of uncertainty... we don't want to create plans that don't reflect our current understanding of reality.  We don't want to assume the process overhead of change management, when change is going to be the norm.  Agile gives us a way to manage our projects, in the face of uncertainty, while aggressively working to reduce risk and uncertainty.   
  • #60 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #61 Explaining the hierarchy of value
  • #62 Explaining the hierarchy of value
  • #63 Explaining the hierarchy of value
  • #64 Story Mapping
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  • #79 Story Mapping
  • #80 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #81 Story Mapping
  • #82 Story Mapping
  • #83 Story Mapping
  • #84 Story Mapping
  • #85 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #90 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #127 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #141 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #159 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #172 Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  • #179 Explaining the hierarchy of value
  • #180 Explaining the hierarchy of value
  • #181 Explaining the hierarchy of value
  • #237 So, before we get started, a little about me. My name is Mike Cottmeyer, I am an agile transformation coach with Pillar technology. Before I joined Pillar I was a trainer and consultant with VersionOne. Before that I ran a pretty large agile portfolio of projects for CheckFree (now Fiserv). Pillar Technology has been around for about 13 years and is just about 100 people strong. Pillar specializes in agile transformation and project delivery. We can bring in agile coaches on the leadership and project management side. We can bring in coaches to help you with TDD. We can spin up teams and help you deliver projects.