This webinar discussed excellence in reporting for agile projects. It began with introducing the speaker, Dr. Sriram Rajagopalan, and providing an agenda for the webinar. It then covered how reports should tell a story with specific elements like measures, audiences, and objectives. The webinar explored different types of reports including burnup, burndown, velocity and earned value reports. It emphasized using reports to communicate purpose and provide actionable insights. Finally, it demonstrated reporting features in the SpiraTeam tool and invited questions from participants.

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Excellence through Reporting
in Agile Projects
Journey into Agile with Inflectra
By: Sriram Rajagopalan
We will be starting the webinar shortly, please stand by…
All phones will be automatically on mute until the Q&A.
Webinar Starts at 2:00 PM Eastern Time Zone

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Meet the Speaker
Dr. Sriram Rajagopalan
Education
Work
Experience
Training &
Certification
Teaching
Experience
PhD, MBA, MS, BE
PfMP, PgMP, PMP, SP,
RMP, ACP, CSM, CSPO,
ACC, CSD, SCT, CSOXP,
SSBB, Instructional
Designer, Speaker,
Writer, and Author
Software Engineer,
Team Leader,
Business Analyst,
Project Manager,
Scrum Master, Agile
Coach, Director,
Vice President
Several
Colleges in the
US, India, &
Vietnam

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Introduction
 Today’s webinar is part of the 5-part series on “Journey
into Agile with Inflectra”
 Each webinar is 1-hour long. We will reserve time at the end
for questions
 The webinars introduce the concept using a tool
 There is some expectation on your part to setup access
with the SpiraTeam®
 The completion certificate is based on specific requirements
and passing a certification quiz

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Agile By Inflectra Certificate Course
Start
Register for Webinar
Attend
View Archive when
available
Experiment with SpiraTeam
Pass Quiz
Do for all 5 webinars
Receive Certificate
http://www.inflectra.com/Ideas/Entry/agile-by-inflectra-faqs-certificate-course-771.aspx
No
Yes
End

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Journey into Agile with Inflectra
Five Principles
to Application
Lifecycle
Management
Master Four
Ceremonies to
deliver Agile
projects better
Master Five
Essentials to
managing your
requirements
Cutting the
Costs and
improving the
Quality
Excellence
through
Reporting in
Agile Projects

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Reporting
‘The key to a great story is not who, or
what, or when, but why,’ says Carver in
Tomorrow Never Dies.
Among the elements of a story, some
important elements are the setting,
characters, the style, and message.

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Reporting should tell a Story
Setting
• Measure
and Metric
• Date, Time,
and Place
• Scheduled
Reports
Characters
• Audience
• Decision-
makers
• Policy-
Makers
Style
• 1-on-1
• Group
• Virtual
Message
• Idea
generation
• Governance
• Action
Items

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Reports Must Communicate a Purpose
Persuasive
InformativeExploratory
Market needs (SWOT)
Product Backlog Size
Program Roadmap
Code Coverage
Requirements Traceability
Velocity Burndown
Earned Value Metrics (Forecast)
Change Approvals
Risk and Resources

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Measuring Agile Initiatives
57%
55%
53%
47%
31%
29%
26% 25%
20%
11%
0%
10%
20%
30%
40%
50%
60%
Customer
Satisfaction
On-Time
Delivery
Business
Value
Quality Productivity Predictability Project
Visibility
Process
Improvement
Product
Scope
Don't know
2018
Source: State of Agile Survey, Version One, 2018

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Vowel Soup*: Excellence in Project Reporting
How frequently/easily can I get this report?Automation
What is expected from the stakeholders/users?Expectation
What actionable insights do we generate?Insights
What objectives does this report serve?Objective
Who consumes this report?User
* Sriram Rajagopalan’s approach

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Measuring Agile Projects
Not all metrics and report
are relevant to all projects
Not all stories are relevant
to all stakeholders
Some of these belong to a
dashboard than report
Source: State of Agile Survey, Version One, 2018

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Report Categorization
Transactional Reports
• Velocity
• Budget vs. Actual Cost
• Planned vs. Actual Stories per Iteration
• Planned vs. Actual Released Dates
• Defects / Defects Overtime / Resolution
• Iteration Burndown
• Release Burndown
• Work-in-Progress
Transformational Reports
• Customer/User Satisfaction
• Business Value Delivered
• Cycle Time
• Burn-Up Chart
• Customer Retention
• Estimation Accuracy
• Revenue/Sales Impact
• Product Utilization

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Measurements in Reports
Measure
• What you would like to report on monitoring the progress against a
baseline
Metric
• The unit of measurement to report about the measure
Frequency
• The time period between any two measurement

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Metrics
Reports
Business
Value
Earned Business
Value
Return on Investment
Process
Improvement
User stories completed per
iteration
User stories carried over to
next iterations
Defects carried over to next
iteration
Velocity
Backlog Size
Cycle time
Project
Health
Acceptance tests per
story
Defects per story
Escaped defects per
iteration
Time taken to run
tests
Time to fix tests

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Report Classification
Requirements Testcases
Defects Management
Tool should
accommodate as may
areas as possible
Tool should
automatically track
these elements
Tool should provide
interfaces for
management reporting
and custom reporting
Tool should enable a
project specific
dashboard for multiple
phases, iterations, and
releases

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Suggested Reports
 Usual Reports
 Product Burnup
 Sprint Burndown
 Sprint Velocity
 Other Reports
 Earned Value
 Scope Change
 Defects Trend
 Team Capacity

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Burnup Report
What
• Illustrates the amount of completed work
Things to observe
• Short term focus for every iteration
• Need to observe delivery challenges
Basics
• Monitor this every iteration and release
• Discuss health of the backlog and burn
rate at Governance meetings
• Need to qualify story points delivered in
terms of the value generated
Example
0
100
200
300
400
500
600
700
800
900
1000
Itn 1 Itn 2 Itn 3 Itn 4 Itn 5 Itn 6 Itn 7 Itn 8 Itn 9 Itn 10
Burnup
Value Delivered

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Burndown Report
What
• Illustrates the amount of remaining work
Things to observe
• How much is the size of the backlog
increasing and decreasing?
• How much aligned to the strategic value is
the trends in the burnup chart?
Basics
• Often used within iteration to check
progress against sprint backlog
• Monitor this every iteration and release
• Discuss health of the backlog and burn rate
at Governance meetings
Example
0
100
200
300
400
500
600
700
800
900
Itn 1 Itn 2 Itn 3 Itn 4 Itn 5 Itn 6 Itn 7 Itn 8 Itn 9 Itn 10
Backlog Size
Backlog Size

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Complete Story
What
• Use both burndown and burnup to tell
the combined story
Things to observe
• How much is the team busy?
• What resource capacity challenges
impede progress?
• Is the product backlog increasing at a
rate the team can consume?
Basics
• Evaluate the ROI for effectiveness and
don’t take a myopic focus on efficiency
Example
0
100
200
300
400
500
600
700
800
900
1000
Itn 1 Itn 2 Itn 3 Itn 4 Itn 5 Itn 6 Itn 7 Itn 8 Itn 9 Itn 10
Backlog Size Value Delivered

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Velocity Chart
What
• Measures the rate of progress per iteration
Things to observe
• An indication of the team’s capacity to
deliver
• Should be used to evaluate proactive
planning required to support the team
Basics
• No two teams within an organization should
be compared based on velocity
• Team’s estimation approach and clarity of
the product backlog should be factored
Example
0
125
75
100
115
130
120
130
115 120
-25 -20 -23
-40
-20
0
20
40
60
80
100
120
140
1 2 3 4 5 6 7 8 9 10
Delivered Scope Increase

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Earned Value in Agile
Planned Value
• Project Scope or MVP expected to be delivered
Earned Value
• Project Scope or portion of MVP actually delivered
Actual Cost
• Amount from the budget already spent
(Recall that some of this will be sunk cost)
One major differentiator for Earned
Value Management is that it relates to
the variance in the unit of currency

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Cost of Non-Delivery by Sprint
Sprint 12
16%
Sprint 13
11%
Sprint 14
13%
Sprint 15
1%
Sprint 16
-2%
Sprint 17
12%
Sprint 18
17%
Sprint 19
22%
Sprint 20
6%
Sprint # Cost of Non-Delivery
Sprint 12 $ 85,470.09
Sprint 13 $ 61,728.40
Sprint 14 $ 72,514.62
Sprint 15 $ 7,812.50
Sprint 16 $ (9,448.82)
Sprint 17 $ 63,157.89
Sprint 18 $ 93,975.90
Sprint 19 $ 118,699.19
Sprint 20 $ 32,307.69

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Carry Forward Analysis
67
112 109
123
133
91 88
50
109
117
162
171
128 127
133
166
123
130
50 50
62
5
-6
42
78
73
21
-20
0
20
40
60
80
100
120
140
160
180
Sprint
12
Sprint
13
Sprint
14
Sprint
15
Sprint
16
Sprint
17
Sprint
18
Sprint
19
Sprint
20
Planned – Actuals - Undelivered
Actuals Planned Undelivered
0
50
100
150
200
250
Carryover Points # of Issues

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Backlog Status
98
24 2226
438
56
591
13
154
0
100
200
300
400
500
600
700
Groomed Ungroomed Bugs
POC MVP Phase 2 Phase 3

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Reporting in Spira
 Pre-build reports
 Requirements
 Test Cases
 Tasks
 Defect/Incident
 Dashboard Widgets
 Several widgets
 Customizable by Release
 Data vs Representation
 Custom Reporting
 Pre-built Components
 SQL builder

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Demo Time
 Let us explore specific areas on how SpiraTeam® supports
requirements

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Summary
 Design and Develop Reports to tell a story
 Reports should communicate a purpose to team or management
(persuasive, informatory, or exploratory)
 Remember the vowel soup of excellence in reporting
 Use Burnup and Burndown not only within iteration but also
across iterations
 Don’t limit yourself to the burnup, burndown and velocity
reports only as they may not tell the whole story
 Evaluate Earned Value for ROI emphasizing measurable progress
to team and management
 Select tool that provide dashboard and reporting making it easy
and adaptable

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Q & A
 Please feel free to ask
questions
Course Administration
Ms. Thea Maisuradze
marketing@inflectra.com
Content
Dr. Sriram Rajagopalan
sriram@inflectra.com.

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Next Steps
1. Take the post-webinar quiz (link in email)
2. Check to complete any missed quizzes! Participants can
submit their answers until May 1, 2019.
Thank you for watching!