This presentation was prepared for ProjectWorld / BusinessAnalystWorld (Toronto, Canada - May 12-13, 2009). The presentation discusses agile project management in general and some specifics of the first agile project at CISTI.

1. Piloting Agile Project Management:
the Google Scholar project
Natalie Collins
May 12, 2009

2. discussion points
 characteristics of an quot;agilequot; organization
 managing an agile project
 adapting traditional PM and BA techniques to the method
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3. agile principles
Teamwork
Self-organizing
Light
Need-based
processes &
development
documentation
Shared
Knowledge-
decision-
sharing
making
Constant Constant Constant
interaction deployment adaptation
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4. agile process
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5. goal of our agile project
To reach into the popular and dominant research workflow by
creating a link between Google Scholar and CISTI products and
services.
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6. why agile?
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7. is your organization . . . ?
 trusting
 confident
 innovative
 team-oriented
 flat
 capable of setting priorities
 decent at portfolio management
 willing to accept risk and failure
 sharing (i.e. knowledge and ideas)
 enthusiastic, available and committed to agile
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8. are you right for agile?
If you don’t know whether your organization is agile, it isn’t!
If you are agile, negotiate for dedicated team members.
Impossible??
- Negotiate for a high percentage of time
- Communicate to team why you project MUST come first
- Make sure team knows what is expected from each iteration
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9. my organization
• National Science Library
– National Research Council
– Canadian Research and
Development
• Collection and services
– Science, Technology, Medicine
• Discovery and access to scientific
information
Photo by Richard Akerman
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13. goal of our agile project
To reach into the popular and dominant research workflow by
creating a link between Google Scholar and CISTI products and
services.
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14. preparing metadata for
the web
MODS
convert
xml
(metadata)
extract
metadata NLM
big DB xml search
authorize locate
located and
authorized
insert NLM
NLM
NLM
location xml
xml
xml
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15. linking from Google
Scholar to CISTI Discover

16. project details
• There were six, three week iterations . . .
• . . . then there was an iteration 7 aka etc. etc.
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17. why this project was
chosen
• small components
• opportunity to output testable pieces of code each iteration
• clear project scope
• clearly defined business rules
• small effort
• familiarity and success with agile software development
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18. the method:
prelude
 determine iteration length A USER STORY IS
 gather user stories
- testable
 build your backlog - prioritized
 - modifiable
prioritize stories
 estimate the effort to implement each
story
2
I must be able to return
to my Google Scholar
search results.
1
4
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19. building an understanding
of your project
before you begin, try an iteration 0
• assign reading
• determine architecture
• identify key build or buy components
• identify existing components
• learn about existing components
• storyboard your deliverables or storyboard a like organization’s process
• hold a retrospective
– review and possibly reassign the degree of difficulty previously indicated on
user stories
– identify training needs
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20. iteration 1 to n
Iteration planning should include the sponsor and the entire
project team.
• for each story, scope out high-level goals, sub-goals and tasks
• identify dependencies between user stories, goals and tasks
• recommend user stories for iteration
– highest priority + related tasks
– highest risk
– least likely to change
• get approval / changes from sponsor
• get to work
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21. the method:
an iteration cycle
gather
plan
Backlog requirements
reflect build
demonstrate test
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22. strengths of the method
+ an organic process
+ great for software development
+ focusing effort on small work packages
+ don’t need to know the outcome to begin
+ ready to develop sooner
+ more sponsor involvement
+ improves communications
+ excellent way to handle scope issues
+ engaged and motivated team
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23. challenges with the
method
- adapting requirements gathering and design processes
- user story granularity
- working with external organizations
- iterating “project control” tasks
- demonstrating success to the sponsor
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24. challenges for the BA &
PM
- accepting imperfection and uncertainty
- determining the level of detail needed for each iteration
- calming the cowboys (i.e. making sure developers aren’t making up
the business rules)
- being on-call throughout the iteration
- deciding how much information is enough to get started
- estimating how much work to put into an iteration
- earning the trust your sponsor and clients
- planning continuously
- tolerating and accepting that some work will be tossed
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25. let’s talk about
communication
• hold brief meetings frequently
• launch your project with the whole team
• hold weekly meeting (schedule them at the outset of the project)
• schedule iteration planning meetings with the sponsor
• ask technical team to hold daily meetings
• hold a retrospective at the end of each iteration
• hold ad hoc meetings as needed
• meet with the sponsor after every ad hoc meeting to explain the issue
and, if necessary, to receive approval for changes (i.e. to
scope, resources, time, quality)
• make sure the team knows good communication is a global responsibility
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26. adapting to agile
From © Scaredy Squirrel by Mélanie Watt, Kids Can Press, 2006
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27. learning points
• characteristics of an quot;agilequot; organization
• managing an agile project.
• adapting traditional PM and BA techniques to the method
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28. Thanks!
this presentation is now available on slideshare
This material is based on a presentation given
at ProjectWorld / BusinessAnalyst World (Toronto
2009) organized by:
Diversified Business Communications Canada
42 Bentley Street, Unit 1
Markham, ON, L3R 9T2
905-948-0470 or 888-443-6786
http://www.divbusiness.com

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