Lean & Agile Project Manaagement: Its Leadership Considerations
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Transcript of Lean & Agile Project Manaagement: Its Leadership Considerations
Lean & Agile Project Management& Its Leadership Considerations
Dr. David F. Rico, PMP, ACP, CSM
Twitter: @dr_david_f_ricoWebsite: http://www.davidfrico.com
LinkedIn: http://www.linkedin.com/in/davidfricoFacebook: http://www.facebook.com/profile.php?id=1540017424
Dave’s Agile Articles: http://davidfrico.com/agile-message.doc
Author Background DoD contractor with 30+ years of IT experience B.S. Comp. Sci., M.S. Soft. Eng., & D.M. Info. Sys. Large gov’t projects in U.S., Far/Mid-East, & Europe
2
Published six books & numerous journal articlesAdjunct at George Washington, UMUC, & ArgosyAgile Program Management & Lean DevelopmentSpecializes in metrics, models, & cost engineeringSix Sigma, CMMI, ISO 9001, DoDAF, & DoD 5000Cloud Computing, SOA, Web Services, FOSS, etc.
Need for Agile Project Mgt.Intro to Agile Project Mgt.
Model of Agile Project Mgt.
Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.
Metrics for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
3
Today’s Whirlwind Environment
4
OverrunsAttritionEscalationRunawaysCancellation
GlobalCompetition
DemandingCustomers
OrganizationDownsizing
SystemComplexity
TechnologyChange
VagueRequirements
Work LifeImbalance
InefficiencyHigh O&MLower DoQVulnerableN-M Breach
ReducedIT Budgets
81 MonthCycle Times
RedundantData Centers
Lack ofInteroperability
PoorIT Security
OverburdeningLegacy Systems
ObsoleteTechnology & Skills
Pine, B. J. (1993). Mass customization: The new frontier in business competition. Boston, MA: Harvard Business School Press. Pontius, R. W. (2012). Acquisition of IT: Improving efficiency and effectiveness in IT acquisition in the DoD. Second Annual AFEI/NDIA Conference on Agile in DoD, Springfield, VA, USA.
Traditional Projects
5
Big projects result in poor quality and scope changes Productivity declines with long queues/wait times Large projects are unsuccessful or canceled
Jones, C. (1991). Applied software measurement: Assuring productivity and quality. New York, NY: McGraw-Hill.
Size vs. Quality
Def
ect
Den
sity
0.00
3.20
6.40
9.60
12.80
16.00
0 2 6 25 100 400
Lines of Code (Thousands)
Size vs. Productivity
Cod
e P
rodu
ctio
n R
ate
0.00
1.00
2.00
3.00
4.00
5.00
0 2 6 25 100 400
Lines of Code (Thousands)
Size vs. Requirements Growth
Per
cent
age
0%
8%
16%
24%
32%
40%
0 2 6 25 100 400
Lines of Code (Thousands)
Size vs. SuccessP
erce
ntag
e
0%
12%
24%
36%
48%
60%
0 2 6 25 100 400
Lines of Code (Thousands)
Global Project Failures
6Standish Group. (2010). Chaos summary 2010. Boston, MA: Author.Sessions, R. (2009). The IT complexity crisis: Danger and opportunity. Houston, TX: Object Watch.
Challenged and failed projects hover at 67% Big projects fail more often, which is 5% to 10% Of $1.7T spent on IT projects, over $858B were lost
16% 53% 31%
27% 33% 40%
26% 46% 28%
28% 49% 23%
34% 51% 15%
29% 53% 18%
35% 46% 19%
32% 44% 24%
33% 41% 26%
0% 20% 40% 60% 80% 100%
1994
1996
1998
2000
2002
2004
2006
2008
2010
Year
Successful Challenged Failed
$0.0
$0.4
$0.7
$1.1
$1.4
$1.8
2002 2003 2004 2005 2006 2007 2008 2009 2010
Trill
ions
(US
Dolla
rs)
Expenditures Failed Investments
Requirements Defects & Waste
7Sheldon, F. T. et al. (1992). Reliability measurement: From theory to practice. IEEE Software, 9(4), 13-20Johnson, J. (2002). ROI: It's your job. Extreme Programming 2002 Conference, Alghero, Sardinia, Italy.
Requirements defects are #1 reason projects fail Traditional projects specify too many requirements More than 65% of requirements are never used at all
Other 7%
Requirements47%
Design28%
Implementation18%
Defects
Always 7%
Often 13%
Sometimes16%
Rarely19%
Never45%
Waste
Need for Agile Project Mgt.
Intro to Agile Project Mgt.Model of Agile Project Mgt.
Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.
Metrics for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
8
What is Agility? A-gil-i-ty (ə-'ji-lə-tē) Property consisting of quickness,
lightness, and ease of movement; To be very nimble The ability to create and respond to change in order to
profit in a turbulent global business environment The ability to quickly reprioritize use of resources when
requirements, technology, and knowledge shift A very fast response to sudden market changes and
emerging threats by intensive customer interaction Use of evolutionary, incremental, and iterative delivery
to converge on an optimal customer solution Maximizing BUSINESS VALUE with right sized, just-
enough, and just-in-time processes and documentationHighsmith, J. A. (2002). Agile software development ecosystems. Boston, MA: Addison-Wesley.
9
What are Agile Methods?
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People-centric way to create innovative solutions Product-centric alternative to documents/process Market-centric model to maximize business value
Agile Manifesto. (2001). Manifesto for agile software development. Retrieved September 3, 2008, from http://www.agilemanifesto.orgRico, D. F., Sayani, H. H., & Sone, S. (2009). The business value of agile software methods. Ft. Lauderdale, FL: J. Ross Publishing.Rico, D. F. (2012). Agile conceptual model. Retrieved February 6, 2012, from http://davidfrico.com/agile-concept-model-1.pdf
Customer Collaboration
Working Software
Individuals & Interactions
Responding to Change
valuedmore than
valuedmore than
valuedmore than
valuedmore than
Contracts
Documentation
Processes
Project Plans
Frequent comm. Close proximity Regular meetings
Multiple comm. channels Frequent feedback Relationship strength
Leadership Boundaries Empowerment
Competence Structure Manageability/Motivation
Clear objectives Small/feasible scope Acceptance criteria
Timeboxed iterations Valid operational results Regular cadence/intervals
Org. flexibility Mgt. flexibility Process flexibility
System flexibility Technology flexibility Infrastructure flexibility
Contract compliance Contract deliverables Contract change orders
Lifecycle compliance Process Maturity Level Regulatory compliance
Document deliveries Document comments Document compliance
Cost Compliance Scope Compliance Schedule Compliance
Pine, B. J. (1993). Mass customization: The new frontier in business competition. Boston, MA: Harvard Business School Press.Rico, D. F. (2012). Agile vs. traditional projects. Retrieved February 6, 2013, from http://davidfrico.com/tpm-vs-apm-ii.pdf
Agile Project Management
High levels of uncertainty and unpredictability
High technology projects
Fast paced, highly competitive industries
Rapid pace of technological change
Research oriented, discovery projects
Large fluctuations in project performance
Shorter term, performance based RDT&E contracts
Achieving high impact product/service effectiveness
Highly creative new product development contracts
Customer intensive, one off product/service solutions
Highly volatile and unstable market conditions
High margin, intellectually intensive industries
Delivering value at the point of sale
Traditional Project Management
Predictable situations
Low technology projects
Stable, slow moving industries
Low levels of technological change
Repeatable operations
Low rates of changing project performance
Long term, fixed price production contracts
Achieving concise economic efficiency goals
Highly administrative contracts
Mass production and high volume manufacturing
Highly predictable and stable market conditions
Low margin industries such as commodities
Delivering value at the point of plan
11
Exploratory or research/development projects When fast customer responsiveness is paramount In organizations that are highly innovative/creative
When to use Agile Methods
How do Lean & Agile Intersect?
12
Agile is naturally lean and based on small batches Agile directly supports six principles of lean thinking Agile may be converted to a continuous flow system
Womack, J. P., & Jones, D. T. (1996). Lean thinking: Banish waste and create wealth in your corporation. New York, NY: Free Press.Reinertsen, D. G. (2009). The principles of product development flow: Second generation lean product development. New York, NY: Celeritas.Reagan, R. B., & Rico, D. F. (2010). Lean and agile acquisition and systems engineering: A paradigm whose time has come. DoD AT&L Magazine, 39(6).
Economic View
Decentralization
Fast Feedback
Control Cadence& Small Batches
Manage Queues/Exploit Variability
WIP Constraints& Kanban
Flow PrinciplesAgile Values
CustomerCollaboration
EmpoweredTeams
IterativeDelivery
Respondingto Change
Lean Pillars
Respectfor People
ContinuousImprovement
Customer Value
Relationships
Customer Pull
Continuous Flow
Perfection
Value Stream
Lean Principles Customer relationships, satisfaction, trust, and loyalty Team authority, empowerment, and resources Team identification, cohesion, and communication
Lean & Agile Practices
Product vision, mission, needs, and capabilities Product scope, constraints, and business value Product objectives, specifications, and performance As is policies, processes, procedures, and instructions To be business processes, flowcharts, and swim lanes Initial workflow analysis, metrication, and optimization Batch size, work in process, and artifact size constraints Cadence, queue size, buffers, slack, and bottlenecks Workflow, test, integration, and deployment automation Roadmaps, releases, iterations, and product priorities Epics, themes, feature sets, features, and user stories Product demonstrations, feedback, and new backlogs Refactor, test driven design, and continuous integration Standups, retrospectives, and process improvements Organization, project, and process adaptability/flexibility
Need for Agile Project Mgt.
Intro to Agile Project Mgt.
Model of Agile Project Mgt.Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.
Metrics for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
13
Agile Project Management
Highsmith, J. A. (2004). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Created by Jim Highsmith at Cutter in 2003 Focus on strategic plans and capability analysis Most holistic agile project management framework
Innovation Lifecycle
Envision
Product Vision Product Architecture Project Objectives Project Community Delivery Approach
Speculate
Gather Requirements Product Backlog Release Planning Risk Planning Cost Estimation
Explore
Iteration Management Technical Practices Team Development Team Decisions Collaboration
Launch
Final Review Final Acceptance Final QA Final Documentation Final Deployment
Close
Clean Up Open Items Support Material Final Retrospective Final Reports Project Celebration
Iterative Delivery
Technical Planning
Story Analysis Task Development Task Estimation Task Splitting Task Planning
Standups, Architecture, Design, Build, Integration, Documentation, Change, Migration, and IntegrationStory Deployment
Adapt
Focus Groups Technical Reviews Team Evaluations Project Reporting Adaptive Action
Operational Testing
Integration Testing System Testing Operational Testing Usability Testing Acceptance Testing
Development, Test, & Evaluation
Development Pairing Unit Test Development Simple Designs Coding and Refactoring Unit and Component Testing
Continuous
14
Need for Agile Project Mgt.
Intro to Agile Project Mgt.
Model of Agile Project Mgt.
Phases of Agile Project Mgt.Scaling of Agile Project Mgt.
Metrics for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
15
Envision Phase
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Determine product vision and project objectives Identifies project community and project team The major output is a “Product Vision Box”
Envision Phase
Delivery Approach
Self-Organization Strategy Collaboration Strategy Communication Strategy Process Framework Tailoring Practice Selection & Tailoring
Project Objectives
Project Data SheetKey Business ObjectivesTradeoff MatrixExploration FactorRequirements Variability
Product Architecture
Skeleton Architecture Hardware Feature Breakdown Software Feature Breakdown Organizational Structure Guiding Principles
Project Community
Get the Right People Participant Identification Types of Stakeholders List of Stakeholders Customer-Developer Interaction
Product Vision
Product Vision Box Elevator Test Statement Product Roadmap Product Features Product Vision Document
16
Speculate Phase
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Determine organizational capability/mission needs Identifies feature-sets and system requirements The major output is a “System Release Plan”
Speculate Phase
Release Planning
Project Startup Activities Assign Stories to Iterations First Feasible Deployment Estimate Feature Velocity Determine Product Scope
Risk Planning
Risk Identification Risk Analysis Risk Responses Risk Monitoring Risk Control
Product Backlog
Product Features List Feature Cards Performance Requirements Prioritize Features Feature Breakdown Structure
Cost Estimation
Establish Estimate Scope Establish Technical Baseline Collect Project Data Size Project Information Prepare Baseline Estimates
Gather Requirements
Analyze Feasibility Studies Evaluate Marketing Reports Gather Stakeholder Suggestions Examine Competitive Intelligence Collaborate with Customers
17
Explore Phase
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Determine technical iteration objectives/approaches Identifies technical tasks and technical practices The major output is an “Operational Element”
Explore Phase
Team Development
Focus Team Molding Group into Team Develop Individual Capabilities Coach Customers Orchestrate Team Rhythm
Team Decisions
Decision Framing Decision Making Decision Retrospection Leadership and Decision Making Set and Delay Decision Making
Technical Practices
Reduce Technical Debt Simple Design Continuous Integration Ruthless Automated Testing Opportunistic Refactoring
Collaboration
Pair Programming Daily Standup Meetings Daily Product Team Interaction Stakeholder Coordination Customer Interactions
Iteration Management
Iteration Planning Estimate Task Size Iteration Length Workload Management Monitoring Iteration Progress
18
Adapt Phase
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Determine the effectiveness of operational elements Identifies customer feedback and corrective actions The major output is a “Process Improvement Plan”
Adapt Phase
Team Evaluations
Communications Quality Team Cohesiveness Interpersonal Trust Individual Talent and Effort Team Performance/Effectiveness
Project Reporting
Scope and Quality Status Cost and Schedule Status Risk and Value Status Customer Satisfaction Status Team and Agility Status
Technical Reviews
Desk Checks/Individual Reviews Structured Walkthroughs Formal Software Inspections Quality Assurance Audits Configuration Management Audits
Adaptive Action
Release Plan Adaptations Iteration Plan Adaptations Feature Set Adaptations User Story Adaptations Task Plan Adaptations
Customer Focus Groups
Requirements Reviews Preliminary Design Reviews Critical Design Reviews Product Demonstration Reviews Acceptance Testing Reviews
19
Close Phase
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Determine project outcome and effectiveness Identifies strengths, weaknesses, and rewards The major output is a “Lessons-Learned Report”
Close Phase
Support Material
Finalize Documentation Finalize Production Material Finalize Manufacturing Material Finalize Customer Documentation Finalize Maintenance Information
Final Reports
End-of-Project Reports Administrative Reports Release Notes Financial Reports Facilities Reports
Final Retrospective
Process Performance Assessment Internal Product Assessment External Product Assessment Team Performance Assessment Project Performance Assessment
Project Celebration
Individual Rewards Group Rewards Partner Rewards Managerial Rewards Product Rewards
Clean Up Open Items
Close Open Action Items Close Open Change Requests Close Open Problem Reports Close Open Defect Reports Close Open Project Issues
20
Need for Agile Project Mgt.
Intro to Agile Project Mgt.
Model of Agile Project Mgt.
Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.Metrics for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
21
Multi-Level Teams
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Enables projects to plan for the future and present Decomposes capabilities into implementable pieces Unclogs the drainpipes to let the execution flow freely
Multi-Level Teams
Product Management Team Product Management Team
Chief Product Manager Chief Architect Product Development Manager Release Management Team members (1-2 per release team)
Release Management Team
Feature Team
Release Management Team
Product Manager Project Manager Chief Architect Feature team members (1-2 per feature team)
Feature Teams
Product Specialist (and owner) Iteration Manager Technical and product Members Development team members (1-2 per development team)
22
Multi-Level Planning
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Enables multiple level enterprise plans to co-exist Allows stakeholders to build viewpoint-specific plans Ensures capabilities are delivered at regular intervals
Multi-Level Planning
Product Roadmap Product Roadmap
Enterprise architecture needs Capability focused Vision, objectives, and backlog 18 to 36 weeks
Release Plan
Iteration Plan
Release Plan
Subsystem architecture Feature set focused Strategy, objectives, and backlog 6 to 12 weeks
Iteration Plan
Component-level architecture User story focused Implementation plan, objectives, and backlog 2 to 4 weeks
23
Multi-Level Backlog
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Enables multiple levels of abstraction to co-exist Allows customers and developers to communicate Makes optimum use of people’s time and resources
Multi-Level Backlog
Capabilities Capability
Mission goal or objective level High-level business or product function Also called an Epic, i.e., multiple feature sets Comprises 18-90 days worth of work
Feature Set
Cross-functional mission threads Related user stories that are grouped together Also called a Theme, i.e., implemented as an entity Comprises 6 to 30 days worth of work
User Story
Functional, system-level requirements Simple requirement written by customer or user A small unit of functionality having business value Comprises 2 to 10 days worth of work
Capability1
Capability2
Capability3
Feature Sets
Feature1
Feature2
Feature3
User Stories
Story 1 Story 4 Story 7
Story 2 Story 5 Story 8
Story 3 Story 6 Story 9
24
Multi-Level Coord. & Governance
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Enables agile methods to scale to big programs Allows programs to coordinate functional activities Ensures optimal technical performance is achieved
25
Multi-Level Coordination & Governance
User Story Teams User Story Teams User Story Teams
Feature Set Team
Capability Team
Feature Set Team Feature Set Team
Agile Enterprise Delivery Model
Beck, K., & Fowler, M. (2001). Planning extreme programming. Upper Saddle River, NJ: Addison-Wesley.Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.Larman, C., & Vodde, B. (2010). Practices for scaling lean and agile development. Boston, MA: Addison-Wesley.Leffingwell, D. (2011). Agile software requirements: Lean requirements practices for teams, programs, and the enterprise. Boston, MA: Pearson Education.
Begins with a high-level product vision/architecture Continues with needs development/release planning Includes agile delivery teams to realize business value
26
Need for Agile Project Mgt.
Intro to Agile Project Mgt.
Model of Agile Project Mgt.
Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.
Metrics for Agile Project Mgt.Summary of Agile Project Mgt.
Agenda
27
Studies of Agile Methods Dozens of surveys of agile methods since 2003 100s of Agile and CMMI case studies documented Agile productivity, quality, and cost better than CMMI
28Rico, D. F. (2008). What is the return-on-investment of agile methods? Retrieved February 3, 2009, from http://davidfrico.com/rico08a.pdf Rico, D. F. (2008). What is the ROI of agile vs. traditional methods? TickIT International, 10(4), 9-18.
Agile Cost of Quality (CoQ) Agile testing is 10x better than code inspections Agile testing is 100x better than traditional testing Agile testing is done earlier “and” 1,000x more often
29Rico, D. F. (2012). The Cost of Quality (CoQ) for Agile vs. Traditional Project Management. Fairfax, VA: Gantthead.Com.
Agile Cost & Benefit Analysis Costs based on avg. productivity and quality Productivity ranged from 4.7 to 5.9 LOC an hour Costs were $588,202 and benefits were $3,930,631
30Rico, D. F., Sayani, H. H., & Sone, S. (2009). The business value of agile software methods: Maximizing ROI with just-in-time processes and documentation. Ft. Lauderdale, FL: J. Ross Publishing.
d1 = [ln(Benefits Costs) + (Rate + 0.5 Risk2) Years] Risk Years, d2 = d1 Risk Years
5
1i
Benefits of Agile Methods Analysis of 23 agile vs. 7,500 traditional projects Agile projects are 54% better than traditional ones Agile has lower costs (61%) and fewer defects (93%)
Mah, M. (2008). Measuring agile in the enterprise: Proceedings of the Agile 2008 Conference, Toronto, Canada.
Project Cost in Millions $
0.75
1.50
2.25
3.00
2.8
1.1
Before Agile
After Agile
61%LowerCost
Total Staffing
18
11
Before Agile
After Agile
39%LessStaff
5
10
15
20
Delivery Time in Months
5
10
15
20
18
13.5
Before Agile
After Agile
24%Faster
Cumulative Defects
625
1250
1875
2500
2270
381
Before Agile
After Agile
93%Less
Defects
31
32
Agile Performance MeasurementW
ork
(Sto
ry, P
oint
, Tas
k)or
Eff
ort
(Wee
k, D
ay, H
our)
Time Unit (Roadmap, Release, Iteration, Month, Week, Day, Hour, etc.)
Burndown
Wor
k (S
tory
, Poi
nt, T
ask)
or E
ffor
t (W
eek,
Day
, Hou
r)
Time Unit (Roadmap, Release, Iteration, Month, Week, Day, Hour, etc.)
Cumulative Flow
Wor
k (S
tory
, Poi
nt, T
ask)
or E
ffor
t (W
eek,
Day
, Hou
r)
Time Unit (Roadmap, Release, Iteration, Month, Week, Day, Hour, etc.)
Earned Value Management - EVMCPI
SPI
PPC
APC
Wor
k (S
tory
, Poi
nt, T
ask)
or E
ffor
t (W
eek,
Day
, Hou
r)
Time Unit (Roadmap, Release, Iteration, Month, Week, Day, Hour, etc.)
Earned Business Value - EBV
Need for Agile Project Mgt.
Intro to Agile Project Mgt.
Model of Agile Project Mgt.
Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.
Metrics for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
33
Agile Adoption
34House, D. (2012). Sixth annual state of agile survey: State of agile development. Atlanta, GA: VersionOne.
VersionOne found 80% using agile methods today Most are using Scrum with several key XP practices Lean-Kanban is a rising practice with a 24% adoption
ContinuousIntegration
●●
●
●●
●
●●●
●
●●
Agile Proliferation
Scrum Alliance. (2012). Scrum certification statistics. Retrieved February 6, 2013, from http://www.scrumalliance.org/resource_download/2505Taft, D. K. (2012). Agile developers needed: Demand outpaces supply. Foster City, CA: eWeek. 35
Number of CSMs have doubled to 200,000 in 2 years 558,918 agile jobs for only 121,876 qualified people 4.59 jobs available for every agile candidate (5:1)
Agile Industry Case Studies 80% of worldwide IT projects use agile methods Includes regulated industries, i.e., DoD, FDA, etc. Agile now used for safety critical systems, FBI, etc.
36
Industry
ShrinkWrapped
ElectronicCommerce
HealthCare
LawEnforcement
Org 20 teams 140 people 5 countries
Size
15 teams 90 people Collocated 4 teams 20 people Collocated 10 teams 50 people Collocated 3 teams 12 people Collocated
U.S.DoD
Primavera
Stratcom
FBI
FDA
Project
Primavera
Adwords
SKIweb
Sentinel
m2000
Purpose
ProjectManagement
Advertising
KnowledgeManagement
Case FileWorkflow
BloodAnalysis
1,838 User Stories 6,250 Function Points 500,000 Lines of Code
Metrics
26,809 User Stories 91,146 Function Points 7,291,666 Lines of Code 1,659 User Stories 5,640 Function Points 451,235 Lines of Code 3,947 User Stories 13,419 Function Points 1,073,529 Lines of Code 390 User Stories 1,324 Function Points 105,958 Lines of Code
Rico, D. F. (2010). Lean and agile project management: For large programs and projects. Proceedings of the First International Conference on Lean Enterprise Software and Systems, Helsinki, Finland, 37-43.
Agile vs. Traditional Success Traditional projects succeed at 50% industry avg. Traditional projects are challenged 20% more often Agile projects succeed 3x more and fail 3x less often
Standish Group. (2012). Chaos manifesto. Boston, MA: Author.
37
Agile Traditional
Success42%
Failed9%
Challenged49%
Success14%
Failed29%
Challenged57%
Hoque, F., et al. (2007). Business technology convergence. The role of business technology convergence in innovation and adaptability and its effect on financial performance. Stamford, CT: BTM Institute. 38
Study of 15 agile vs. non-agile Fortune 500 firms Based on models to measure organizational agility Agile firms out perform non agile firms by up to 36%
Benefits of Organizational Agility
Agile Recap Agile methods DON’T mean deliver it now & fix it later Lightweight, yet disciplined approach to development Reduced cost, risk, & waste while improving quality
39Rico, D. F. (2012). What’s really happening in agile methods: Its principles revisited? Retrieved June 6, 2012, from http://davidfrico.com/agile-principles.pdfRico, D. F. (2012). The promises and pitfalls of agile methods. Retrieved February 6, 2013 from, http://davidfrico.com/agile-pros-cons.pdfRico, D. F. (2012). How do lean & agile intersect? Retrieved February 6, 2013, from http://davidfrico.com/agile-concept-model-3.pdf
What How ResultFlexibility Use lightweight, yet disciplined processes and artifacts Low work-in-process
Customer Involve customers early and often throughout development Early feedback
Prioritize Identify highest-priority, value-adding business needs Focus resources
Descope Descope complex programs by an order of magnitude Simplify problem
Decompose Divide the remaining scope into smaller batches Manageable pieces
Iterate Implement pieces one at a time over long periods of time Diffuse risk
Leanness Architect and design the system one iteration at a time JIT waste-free design
Swarm Implement each component in small cross-functional teams Knowledge transfer
Collaborate Use frequent informal communications as often as possible Efficient data transfer
Test Early Incrementally test each component as it is developed Early verification
Test Often Perform system-level regression testing every few minutes Early validation
Adapt Frequently identify optimal process and product solutions Improve performance
Conclusion
40
Agility is the evolution of management thought Confluence of traditional and non-traditional ideas Improve performance by over an order of magnitude
“The world of traditional project management belongs to yesterday”“Don’t waste your time using traditional methods on 21st century projects”
Agile methods are …
Systems development approachesNew product development approachesExpertly designed to be fast and efficientIntentionally lean and free of waste (muda) Systematic highly-disciplined approachesCapable of producing high quality systemsRight-sized, just-enough, and just-in-time tools
Scalable to large, complex mission-critical systems Designed to maximize business value for customers
Wysocki, R.F. (2010). Adaptive project framework: Managing complexity in the face of uncertainty. Boston, MA: Pearson Education.
Books on ROI of SW Methods Guides to software methods for business leaders Communicates business value of software methods Rosetta stones to unlocking ROI of software methods
http://davidfrico.com/agile-book.htm (Description) http://davidfrico.com/roi-book.htm (Description)
41
42
LeadershipConsiderations
Agile World View “Agility” has many dimensions other than IT It ranges from leadership to technological agility The focus of this brief is program management agility
Agile Leaders
Agile Organization Change
Agile Acquisition & Contracting
Agile Strategic Planning
Agile Capability Analysis
Agile Program Management
Agile Tech.
Agile Information Systems
Agile Tools
Agile Processes & Practices
Agile Systems Development
Agile Project Management
43
Leadership Theory
44
Van Seters, D. A., & Field, R. H. (1990). The evolution of leadership theory. Journal of Organizational Change Management, 3(3), 29–45.Daft, R. L. (2011). The leadership experience. Mason, OH: Thomson Higher Education.Day, D. V., & Anbtonakis, J. (2012). The nature of leadership. Thousand Oaks, CA: Sage Publications.Northouse, P. G. (2013). Leadership: Theory and practice. Thousand Oaks, CA: Sage Publications.
Many leadership theories emerged in last 100 years Many believe there is no unified theory of leadership Truth is somewhere in the midst of old and new ideas
Agile Leadership Theories
45
Numerous theories of agile leadership have emerged Many have to do with delegation and empowerment Leaders have major roles in visioning and enabling
Augustine(2005)
Pink(2009)
Denning(2010)
Poppendieck(2010)
Appelo(2011)
Organic Teams
Guiding Vision
Transparency
Light Touch
Simple Rules
Improvement
Autonomy
Alignment
Transparency
Purpose
Mastery
Improvement
Self Organizing
Communication
Transparency
Iterative Value
Delight Clients
Improvement
Talented Teams
Alignment
Systems View
Reliability
Excellence
Improvement
Empowerment
Alignment
Motivation
Scaling
Competency
Improvement
Augustine, S. (2005). Managing agile projects. Upper Saddle River, NJ: Pearson Education.Pink, D. H. (2009). Drive: The surprising truth about what motivates us. New York, NY: Penguin Books.Poppendieck, M, & Poppendieck, T. (2010). Leading lean software development: Results are not the point. Boston, MA: Pearson Education.Anderson, D. J. (2010). Kanban: Successful evolutionary change for your technology business. Sequim, WA: Blue Hole Press.Appelo, J. (2011). Management 3.0: Leading agile developers and developing agile leaders. Boston, MA: Pearson Education.
Agile Project Leadership
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Agile management is delegated to the lowest level There remain key leadership roles & responsibilities Communication, coaching, and facilitation key ones
Customer Communication
Product Visioning
Distribution Strategy
Team Development
Standards & Practices
Telecom Infrastructure
Development Tools
High Context Meetings
Coordination Meetings
F2F Communications
Performance Management
Facilitate selection of methods for obtaining and maintaining executive commitment, project resources, corporate communications, and customer interactionFacilitate selection of methods for communicating product purpose, goals, objectives, mission, vision, business value, scope, performance, budget, assumptions, constraints, etc.
Facilitate selection of virtual team distribution strategy to satisfy project goals and objectives
Facilitate selection of methods for training, coaching, mentoring, and other team building approachesFacilitate selection of project management and technical practices, conventions, roles, responsibilities, and performance measures
Facilitate selection of high bandwidth telecommunication products and services
Facilitate selection of agile project management tools and interactive development environment
Facilitate selection of high context agile project management and development meetings
Facilitate selection of meetings and forums for regular communications between site coordinatorsFacilitate selection of methods for maximizing periodic face to face interactions and collaborationFacilities selection of methods for process improvement, problem resolution, conflict management, team recognition, product performance, and customer satisfaction
Maholtra, A., Majchrzak, A., & Rosen, B. (2007). Leading virtual teams. Academy of Management Perspectives, 21(1), 60-70.Hunsaker, P. L., & Hunsaker, P. L. (2008). Virtual teams: A leadership guide. Team Performance Management, 14(1/2), 86-101.Fisher, K., & Fisher, M. D. (2001). The distance manager: A hands on guide to managing off site employees and virtual teams. New York, NY: McGraw-Hill.
Agile Leadership Coaching
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Executive coaching considered latest development 100s of books on executive coaching and mentoring Well coached teams & individuals perform 10x better
Davies, R., & Sedley (2009). Agile coaching. Raleigh, NC: Pragmatic Bookshelf.Adkins, L. (2010). Coaching agile teams: A companion for scrummasters, agile coaches, and project managers in transition. Boston, MA: Addison-Wesley.
Respect. Always treat people with respect and dignity Peaceful. Be slow to speak, anger, and overreact Composed. Walk away from a situation when in doubt Space. Give space, don't crowd, and don't be pushy Patience. Be calm, cool, rational, and even-tempered Objective. Keep focus and don't escalate or exacerbate Maturity. Strive be a role model of maturity at all times Listen. Observe and wait for subtle cues to add value Guide. Gently and respectfully guide, correct, and lead
BE OPEN OBSERVE LISTEN LEARN CONNECT RESPECT PRIVACY
Traditional Organizational Change
Satir, V., Banmen, J., Gerber, J., & Gomori, M. (1991). The satir model: Family therapy and beyond. Palo Alto, CA: Science and Behavior Books.
Humans can’t cope with large technological change Changes may be resisted for a long time (years) Big changes plunge organizations into chaos
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Agile Organizational Change
Sidky, A. (2008). Becoming agile in an imperfect world. Washington, DC: Agile Project Leadership Network (APLN).
Enable us to cross-the-chasm sooner or earlier Reduce chaos associated with large-scale change Reduce or divide the risk of change into small pieces
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Organizational Change Models
Heath, C., & Heath, D. (2010). Switch: How to change things when change is hard. New York, NY: Random House.Patterson, K., et al. (2008). Influencer: The power to change anything: New York, NY: McGraw-Hill.
Change, no matter how small or large, is difficult Smaller focused changes help to cross the chasm Shrinking, simplifying, and motivation key factors
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Switch - How to Change Things When Change is Hard Influencer - The Power to Change Anything
Direct the Rider
Follow the bright spots - Clone what works Script the critical moves - Use prescriptive behaviors
Point to the destination - Focus on the end game
Motivate the Elephant
Find the feeling - Appeal to emotion
Shrink the change - Use incremental change
Grow your people - Invest in training and education
Shape the Path
Tweak the environment - Simplify the change
Build habits - Create simple recipes for action
Rally the herd - Get everyone involved
Make the Undesirable Desirable Create new experiences - Make it interesting Create new motives - Appeal to sensibility
Surpass your Limits Perfect complex skills - Establish milestones Build emotional skills - Build maturity and people skills
Harness Peer Pressure Recruit public personalities - Involve public figures Recruit influential leaders - Involve recognized figures
Find Strength in Numbers Utilize teamwork - Enlist others to help out Enlist the power of social capital - Scale up and out
Design Rewards and Demand Accountability Use incentives wisely - Reward vital behaviors Use punishment sparingly - Warn before taking action
Change the Environment Make it easy - Simplify the change Make it unavoidable - Build change into daily routine