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Preparing Agile for Scale 
Nate Van Dusen • Engineering Program Management Director • Trulia •
Agile Is for Everyone
Agile is for Everyone 
“Enterprise” Agile is for companies of ALL sizes
Agile is for Everyone 
• Enterprise Agile is for the entire company, not just Engineering
Agile is for Everyone 
• Companies of any size can employ Agile principles to: 
• Ensure success as the company, projects, and teams grow 
• Optimize entire organizations, from the top down 
Engineering 
CTO 
Dev VP’s 
Finance 
CFO 
Finance 
Leads 
Product 
Business 
Unit VP’s 
Product 
Managers
The key to success is 
creating scalable Agile 
methodologies that 
development teams and the 
business can sustain as they 
grow.
Familiar Challenges
Familiar Challenges 
• Dependency Tracking 
• Cross-team planning is difficult. 
• Scrum of Scrums must be held! 
• Facilitator and Team Reps must attend. 
Scrum of 
Scrums 
Team 1 
Team 2 
Team 3 
Team 4
Familiar Challenges 
Managing Larger or Longer-Running Projects 
• Proper Breakdown of Work 
• You must create the ability to track from highest level business goal to sub-tasks. 
Theme! 
Epic! 
Story/ Bug! 
Task!
Familiar Challenges 
Breaking down the work 
The Theme provides the opportunity, business 
value and high level sizing. 
The Epic breaks the opportunities into 
independent capabilities and are prioritized 
based on business value. 
The Story breaks the Epic into smaller 
features, functions that can be delivered 
within a sprint. 
Stories also describe dependencies. 
Theme 
Story 1 
Story 2 
Story 3 
Story 4 
Epic 1 
Epic 2 
Task 
The Sub-Task break the Story into work 
that can be accomplished by a single engineer. 
Task 
Task 
Sub-TTaska 
sk 
Task 
Task 
Task 
Sub-TTaska 
sk 
Task 
Task 
Task 
Sub-TTaska 
sk 
Task 
Task 
Task 
Sub-TTaska 
sk
In order to surmount the 
challenges, businesses 
must plan ahead. Don’t 
wait till it’s too late!
Lay the Foundation
Lay the Foundation 
Identify Persons to Fulfill Proper Roles 
Product Owner 
Scrum Master 
Team Member
Lay the Foundation 
Healthy Agile Ceremonies 
• It’s important to ensure your teams have and respect required ceremonies 
• Backlog Grooming 
• Sprint Planning 
• Daily Scrum 
• Sprint Review 
• Retrospective
Expansion of development 
cycles and implementation 
of product and business 
Agile cycles are required for 
success.
Prepare to Scale
Prepare to Scale 
Consider Adding Additional Role 
Area Product Owners can be useful when a business unit has a product or 
products that contain many subject areas. 
Product Owner 
Scrum Master 
Team Member 
Area Product Owner
Prepare to Scale 
Healthy Product Creation and Ideation 
• It’s important to ensure your Product teams have healthy process 
• Product Backlog creation 
• This should be a backlog separate from the sprint/development backlog 
• This should be a place to record all product ideas regardless of whether they will be 
released or not (protects IP and reduces rework) 
• This backlog should feed the sprint backlog in a frictionless way 
• Many tools are about to come to market for a product/portfolio backlog 
• Data from this backlog should be able to create a company roadmap to be used 
everywhere in the business 
• Quarterly Planning 
• Quarterly planning cycles should exist to review work and present new ideas 
• Ideas presented should be at the Theme and Epic level 
• Engineering should be exposed to ideas presented ahead of time
Feed the Sprint backlog 
with actionable Epics and 
Stories.
Leveraging the Atlassian 
Suite
SECTION TITLE 1 
Let the tools help you! 
• Using Epic’s is Vital 
• Using epics and epic linking will let you distribute stories with across multiple teams while 
maintaining visibility 
• Use JIRA’s new Epic reporting to track Epic burndown 
• Using Epics properly allows you to create valuable reporting for look backs and financial 
reporting needs 
• Use JIRA Agile! 
• Utilize JIRA Reporting 
• If you give JIRA the right data input the reporting you get out is valuable 
• Track your teams burndown and use the new reporting to track quarterly trends
Leveraging the Atlassian Suite
Leveraging the Atlassian Suite 
Let the tools help you! 
• JIRA Auto Triggers Save Time! 
• If your company uses Stash, using the new Auto Triggers saves a lot of time 
• Auto Triggers can be set on many things, but the most simple and valuable is auto ticket 
transitions 
• Developers don’t have to go back and forth between tools 
• Tickets transition automatically after pull request
Leveraging the Atlassian Suite
Agile needs to be a mindset 
valued and embraced by all 
aspects of the business. 
Scaling Agile successfully 
takes everyone.
Thank you! 
Nate Van Dusen • Engineering Program Management Director • Trulia

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Preparing Agile for Scale - Van Dusen

  • 2. Preparing Agile for Scale Nate Van Dusen • Engineering Program Management Director • Trulia •
  • 3. Agile Is for Everyone
  • 4. Agile is for Everyone “Enterprise” Agile is for companies of ALL sizes
  • 5. Agile is for Everyone • Enterprise Agile is for the entire company, not just Engineering
  • 6. Agile is for Everyone • Companies of any size can employ Agile principles to: • Ensure success as the company, projects, and teams grow • Optimize entire organizations, from the top down Engineering CTO Dev VP’s Finance CFO Finance Leads Product Business Unit VP’s Product Managers
  • 7. The key to success is creating scalable Agile methodologies that development teams and the business can sustain as they grow.
  • 9. Familiar Challenges • Dependency Tracking • Cross-team planning is difficult. • Scrum of Scrums must be held! • Facilitator and Team Reps must attend. Scrum of Scrums Team 1 Team 2 Team 3 Team 4
  • 10. Familiar Challenges Managing Larger or Longer-Running Projects • Proper Breakdown of Work • You must create the ability to track from highest level business goal to sub-tasks. Theme! Epic! Story/ Bug! Task!
  • 11. Familiar Challenges Breaking down the work The Theme provides the opportunity, business value and high level sizing. The Epic breaks the opportunities into independent capabilities and are prioritized based on business value. The Story breaks the Epic into smaller features, functions that can be delivered within a sprint. Stories also describe dependencies. Theme Story 1 Story 2 Story 3 Story 4 Epic 1 Epic 2 Task The Sub-Task break the Story into work that can be accomplished by a single engineer. Task Task Sub-TTaska sk Task Task Task Sub-TTaska sk Task Task Task Sub-TTaska sk Task Task Task Sub-TTaska sk
  • 12. In order to surmount the challenges, businesses must plan ahead. Don’t wait till it’s too late!
  • 14. Lay the Foundation Identify Persons to Fulfill Proper Roles Product Owner Scrum Master Team Member
  • 15. Lay the Foundation Healthy Agile Ceremonies • It’s important to ensure your teams have and respect required ceremonies • Backlog Grooming • Sprint Planning • Daily Scrum • Sprint Review • Retrospective
  • 16. Expansion of development cycles and implementation of product and business Agile cycles are required for success.
  • 18. Prepare to Scale Consider Adding Additional Role Area Product Owners can be useful when a business unit has a product or products that contain many subject areas. Product Owner Scrum Master Team Member Area Product Owner
  • 19. Prepare to Scale Healthy Product Creation and Ideation • It’s important to ensure your Product teams have healthy process • Product Backlog creation • This should be a backlog separate from the sprint/development backlog • This should be a place to record all product ideas regardless of whether they will be released or not (protects IP and reduces rework) • This backlog should feed the sprint backlog in a frictionless way • Many tools are about to come to market for a product/portfolio backlog • Data from this backlog should be able to create a company roadmap to be used everywhere in the business • Quarterly Planning • Quarterly planning cycles should exist to review work and present new ideas • Ideas presented should be at the Theme and Epic level • Engineering should be exposed to ideas presented ahead of time
  • 20. Feed the Sprint backlog with actionable Epics and Stories.
  • 22. SECTION TITLE 1 Let the tools help you! • Using Epic’s is Vital • Using epics and epic linking will let you distribute stories with across multiple teams while maintaining visibility • Use JIRA’s new Epic reporting to track Epic burndown • Using Epics properly allows you to create valuable reporting for look backs and financial reporting needs • Use JIRA Agile! • Utilize JIRA Reporting • If you give JIRA the right data input the reporting you get out is valuable • Track your teams burndown and use the new reporting to track quarterly trends
  • 24. Leveraging the Atlassian Suite Let the tools help you! • JIRA Auto Triggers Save Time! • If your company uses Stash, using the new Auto Triggers saves a lot of time • Auto Triggers can be set on many things, but the most simple and valuable is auto ticket transitions • Developers don’t have to go back and forth between tools • Tickets transition automatically after pull request
  • 26. Agile needs to be a mindset valued and embraced by all aspects of the business. Scaling Agile successfully takes everyone.
  • 27. Thank you! Nate Van Dusen • Engineering Program Management Director • Trulia