Gaining Support for a Sustainable Agile TransformationDennis Stevens, VP Enterprise EngagementsLeadingAgileNovember 12, 2013
Agenda
• Agile Basics• Scaling Agile• Why is it hard?• A Model of Agile Transformation
Agenda
• Agile Basics• Scaling Agile• Why is it hard?• A Model of Agile Transformation
Agenda
• Agile Basics• Scaling Agile• Why is it hard?• A Model of Agile Transformation
Agenda
• Agile Basics• Scaling Agile• Why is it hard?• A Model of Agile Transformation
Agenda
• Agile Basics• Scaling Agile• Why is it hard?• A Model of Agile Transformation
Agile Basics
Agile is About Teams
Product Owner
Analyst
TestersDevelopers
ScrumMaster
Collaborative Teams
How Agile Teams Work
Team
Database
Report
Screen
User Story
User Story
User Story
User Story
User Story
User Story
User Story
Team
Database
Report
Screen
User Story
User Story
User Story
User Story
User Story
User Story
User Story
Clarity
Team
Database
Report
Screen
User Story
User Story
User Story
User Story
User Story
User Story
User Story
Clarity Accountability
Team
Database
Report
Screen
User Story
User Story
User Story
User Story
User Story
User Story
User Story
Clarity Accountability Measurable Progress
Managing Scope
Project Management Iron Triangle
Scope
CostTime
Agile Project Management
Scope
CostTime
Varying Scope to Meet Business Goals
Scope
CostTime
MaximizeValue
Courtesy of Jeff Patton
Increment
Iterate
Manage Scope to Meet Business Goals
Use Feedback to MeetDivergent and Convergent Goals
X
X
$
$
XDivergent Goals
Use Feedback to MeetDivergent and Convergent Goals
X
X
$
$
XDivergent Goals Convergent Goals
$
Agile at Scale
Different Teams for Different Jobs
TeamServices Teams – These teams support common services across product lines. These teams support the needs of the product teams.
Team
TeamProduct Teams – These teams integrate services and write customer facing features. This is the proto-typical Scrum team.
Services Teams – These teams support common services across product lines. These teams support the needs of the product teams.
Team
Team
TeamPrograms Teams – These teams define requirements, set technical direction, and provide context and coordination.
Product Teams – These teams integrate services and write customer facing features. This is the proto-typical Scrum team.
Services Teams – These teams support common services across product lines. These teams support the needs of the product teams.
Team
Team
Team
TeamPortfolio Teams – These teams govern the portfolio and make sure that work is moving through the system.
Programs Teams – These teams define requirements, set technical direction, and provide context and coordination.
Product Teams – These teams integrate services and write customer facing features. This is the proto-typical Scrum team.
Services Teams – These teams support common services across product lines. These teams support the needs of the product teams.
Team
Team TeamTeam
Team Team Team Team
Product & ServicesTeams
Team
Team TeamTeam
Team Team Team Team
Product & ServicesTeams
Scrum
Team
Team Team
Team Team
Team
Team
Team Team Team Team
Product & ServicesTeams
ProgramTeams
Scrum
Team
Team Team
Team Team
Team
Team
Team Team Team Team
Product & ServicesTeams
ProgramTeams
Scrum
Kanban
Team
Team
Team
Team
Team Team
Team
Team
Team Team Team Team
Product & ServicesTeams
ProgramTeams
PortfolioTeams
Scrum
Kanban
Team
Team
Team
Team
Team Team
Team
Team
Team Team Team Team
Product & ServicesTeams
ProgramTeams
PortfolioTeams
Scrum
Kanban
Kanban
Value StructureFormalStructure
InformalStructure
Managers
Hire / FireDevelopBudgetingHR
Learning
MentorCOI / COPExpertsSocial Ties
Agile Governance
Measure and Learn
Develop and Test
Ready To Build
Detailed Planning
Release Targeting
FeasibilityStudy
Market Research
New Concept
Development Flow
Feature CompleteFeature
CompleteIntegration
TestingIntegration
TestingDevelopand Test
StoryReviewStory
ReviewStory
MappingStory
MappingFeature
BreakdownFeature
Breakdown
Story Done
TaskDone
Task InProcess
TaskReady
StoryBacklog
KANBAN
FEAT
URE
STO
RY
EPIC
S
KANBAN
SCRUM
The Portfolio Tier
• Idea list generation from multiple data feeds and sources
• Market Research• Customer Research• Field Feedback• Business Case & ROI• Competitive Analysis
• High Level Estimation• Solution Cost• High Level Architecture • Risk Analysis• Feasibility
• Detailed Architecture• Feature Mapping• Acceptance Criteria• Estimation• Backlog
• All features are done• Regression tests are completed • Release Criteria are met
• Forced Priority• Certainty Curve• Business Goal
Measure and Learn
Develop and Test
Ready To Build
Detailed Planning
Release Targeting
FeasibilityStudy
Market Research
New Concept
• Product is deployed• Business goal is assessed• Planning assumptions are
updated
Portfolio Tier Ownership
RACI
Product ManagementProduct ManagementCustomer AdvocatePortfolio Team
RACI
Product Owner TeamProduct Owner TeamEngineeringPortfolio Team
RACI
Product Owner TeamProduct Owner TeamEngineeringPortfolio Team
RACI
EngineeringProduct Owner TeamCustomer AdvocatePortfolio Team
Portfolio Team
RACI
Product ManagementProduct ManagementCustomer AdvocateProduct Owner Team
RACI
Product ManagementProduct ManagementCustomer AdvocateProduct Owner Team
• Responsible - Those who do the work to achieve the task.• Accountable - The one ultimately answerable for the correct and thorough completion of the deliverable.• Consulted - Those whose opinions are sought, typically subject matter experts; and with whom there is two-way communication.• Informed - Those who are kept up-to-date on progress, often only on completion of the task or deliverable.
GATE RESPONSIBLITY
Measure and Learn
Develop and Test
Ready To Build
Detailed Planning
Release Targeting
FeasibilityStudy
Market Research
New Concept
The Program Tier
• Feature List for the Parent Epic
• Story Writing• MMF• Estimating• High Level Design• UX Mockups
• Estimate Sanity Check• Spike Identification• Review for Feasibility• Review of Acceptance Criteria• Story Spanning• Story Tasking
• Feature Testing Non-Functional• Validation of Automated Tests
• Detailed Design• Code• Unit Test• Code Review• Functional Test• User Story • Product Owner Acceptance
Feature CompleteFeature
CompleteIntegration
TestingIntegration
TestingDevelopand Test
StoryReviewStory
ReviewStory
MappingStory
MappingFeature
BreakdownFeature
Breakdown
• All Stories are done• Feature Level testing is completed• Defect criteria are met• Feature Check list from RDS template• Performance and Sizing Complete
* Stand alone features must have these acceptance criteria (x, x, x)
Program Tier Ownership
• Responsible - Those who do the work to achieve the task.• Accountable - The one ultimately answerable for the correct and thorough completion of the deliverable.• Consulted - Those whose opinions are sought, typically subject matter experts; and with whom there is two-way communication.• Informed - Those who are kept up-to-date on progress, often only on completion of the task or deliverable.
RACI
Product Owner TeamProduct Owner TeamCustomer AdvocateEngineering
RACI
Engineering Product Owner TeamProduct Owner TeamProduct Owner Team
RACI
Engineering Engineering Product Owner TeamProduct Owner Team
RACI
EngineeringEngineering Product Owner TeamProduct Owner Team
RACI
Product Owner TeamProduct Owner TeamEngineeringEngineering
RACI
Product Owner TeamProduct Owner TeamEngineeringPortfolio
Product Owner TeamGATE RESPONSIBLITY
Engineering TeamGATE RESPONSIBLITY
Engineering TeamGATE RESPONSIBLITY
Product Owner TeamGATE RESPONSIBLITY
Feature CompleteFeature
CompleteIntegration
TestingIntegration
TestingDevelopand Test
StoryReviewStory
ReviewStory
MappingStory
MappingFeature
BreakdownFeature
Breakdown
The Project Tier
Story Done
TaskDone
Task InProcess
TaskReady
StoryBacklog
• Story List for the Parent Feature
• Approved task of 8 hours or less
• SCRUM team completes the task
• Task is done and communicated in the standup
Documented•The User Story •Acceptance Criteria•Conversations •Level of Value•Level of Effort•Design Assumptions•Design Documented (optional) •UI Documented (optional) Coded•Checked Into integrated build•Simple Design •Documented with Comments•Automated Tests for New Features Tested•Testing is complete •Defect Criteria Met •Automated Testing Passed
Approved•Feature Complete (Scrum Master)•Test Complete (QA Lead)•Accepted (Product Owner)
* Stand alone stories must have these acceptance criteria (x, x, x)
Project Tier Ownership
• Responsible - Those who do the work to achieve the task.• Accountable - The one ultimately answerable for the correct and thorough completion of the deliverable.• Consulted - Those whose opinions are sought, typically subject matter experts; and with whom there is two-way communication.• Informed - Those who are kept up-to-date on progress, often only on completion of the task or deliverable.
RACI
Product OwnerProduct OwnerCustomer AdvocateEngineering
RACI
Engineering Engineering EngineeringEngineering
RACI
Engineering Engineering EngineeringEngineering
RACI
EngineeringProduct OwnerEngineering Engineering
RACI
Engineering Engineering EngineeringEngineering
Story Done
TaskDone
Task InProcess
TaskReady
StoryBacklog
Why is it hard?
Its hard when…
We show what it looks like
But Not
How organizations will get there safely
Safety
• Successfully do your job• Feed your family / Kids in college• Viable over time
You have to align various perspectives
Executive
Management
Performer
Safety is different depending on your perspective
Executive
Management
Performer• Supported• Possible• Demonstrate success
Safety is different depending on your perspective
Executive
Management
Performer• Supported• Possible• Demonstrate success
• Role clarity• Success is measurable• Maintain organizational influence
Safety is different depending on your perspective
Executive
Management
Performer• Supported• Possible• Demonstrate success
• Role clarity• Success is measurable• Maintain organizational influence
• Operational model aligned with the strategy• Credible plan• Demonstrate progress
Agile Transformation
Understand Business Drivers
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPracticesGuide Culture
•Predictability•Economics•Early ROI
Define the OperationalFramework
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPracticesGuide Culture
• Built around teams• Product focused• Service oriented
Change Management& Communication
Define the OperationalFramework
Change Management& Communication
Structure
Governance
Metrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPracticesGuide Culture
• Portfolio• Program• Project
Define the OperationalFramework
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPracticesGuide Culture
• Different levels• Goal, Question, Measure,
Action• Tell a Story-Chart a course
Introduce ChangeIncrementally
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPracticesGuide Culture
• Independent• Small • Entrepreneurial
Introduce ChangeIncrementally
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPractices
Guide Culture
• Product definition• Project management• Technical and delivery
Introduce ChangeIncrementally
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPractices
Guide Culture
• Trust• Accountability• Adaptability
Measure Improvement
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPracticesGuide Culture
• Capability focused• Objectively assessed• Demonstrate progress
Measure Improvement
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted Coaching
Sustain
Form Teams
TeachPracticesGuide Culture
• Training• Workshops• Mentoring
Measure Improvement
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPracticesGuide Culture
• Map to business drivers• Tools, Job Aids, COI• Influence Metrics
ManageChange
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPracticesGuide Culture
•Quick wins•Identify champions•Centers of excellence
Tie Back To Business Drivers
Change Management& Communication
Structure
GovernanceMetrics
Assessment
Targeted CoachingSustain
Form Teams
TeachPracticesGuide Culture
•Predictability•Quality•Early ROI
Slicing
Team
Team
Team
Team
Team Team
Team
Team
Team Team Team Team
Product & ServicesTeams
ProgramTeams
PortfolioTeams
Scrum
Kanban
Kanban
Team
Team
Team
Team
Team Team
Team
Team
Team Team Team Team
Product & ServicesTeams
ProgramTeams
PortfolioTeams
Scrum
Kanban
Kanban
Agile Pilot
Sustainable Transformation
Intentionally
Executive
Management
Performer• Supported• Possible• Demonstrate success
• Role clarity• Success is measurable• Maintain organizational influence
• Operational model aligned with the strategy• Credible plan• Demonstrate progress
Questions?
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