Levels of Agile Planning - Professional Training … Five Levels o… · ‣ The 5 Levels of Agile...

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Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE Understanding the FIVE Levels of Agile Planning

Transcript of Levels of Agile Planning - Professional Training … Five Levels o… · ‣ The 5 Levels of Agile...

Page 1: Levels of Agile Planning - Professional Training … Five Levels o… · ‣ The 5 Levels of Agile Planning! ... ‣ Helps drive product backlog prioritization! Second Level of Planning!

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Understanding the

FIVE Levels of

Agile Planning

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Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

‣  Bill Gaiennie, Davisbase Consulting ‣  17 years in software development.

‣  7 years working with software development teams, ���training, leading, and coaching Agile teams.

‣  Trained and coached over 500 teams ranging from ���start-ups to Fortune 50 corporations.

Introduction and Agenda

‣  Agenda ‣  Traditional Planning Approaches

‣  The Lean Approach to Planning

‣  The 5 Levels of Agile Planning

‣  Close and Questions

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Why Do We Plan Our Projects?

‣ To reduce the risk of: ‣  Building our product wrong ‣  Building the wrong product ‣  Spending more money than agreed to ‣  Delivering a product that doesn’t meet needs

We plan in order to avoid a

FAILED PROJECT

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How Do We Traditionally Plan?

‣ We plan everything up-front ‣ We plan in great detail because... ‣  We have limited information ‣  We do not know who will need this

detail ‣  It may be a long time before we use this

detail ‣  We want to reduce the risk of waste or

rework once development commences

What!We!

Really!Want with!

Our Detailed!Plan....!

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What do we really have?

A Plan is simply a static snapshot of the best information available at that time Age | Decay | Degrade

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Why a Plan May Not Be Enough

‣  Highly dependent driven project plans don’t allow for change easily

‣  The environment into which we���deliver is changing

‣  The customer’s understanding of ���their needs evolves

‣  The team’s understanding of how���best to develop the solution will grow

‣  Our inability to perfectly predict all variables���in a complex environment leads to new planning needs

No!Perfect!Path!

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Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

Manufacturing

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Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

Manufacturing

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Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

Manufacturing

! Need new Shock

Absorber

Page 10: Levels of Agile Planning - Professional Training … Five Levels o… · ‣ The 5 Levels of Agile Planning! ... ‣ Helps drive product backlog prioritization! Second Level of Planning!

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

NEW Shock Absorber

Manufacturing

! Need new Shock

Absorber

Page 11: Levels of Agile Planning - Professional Training … Five Levels o… · ‣ The 5 Levels of Agile Planning! ... ‣ Helps drive product backlog prioritization! Second Level of Planning!

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

NEW Shock Absorber

Manufacturing

! Need new Shock

Absorber

Page 12: Levels of Agile Planning - Professional Training … Five Levels o… · ‣ The 5 Levels of Agile Planning! ... ‣ Helps drive product backlog prioritization! Second Level of Planning!

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

NEW Shock Absorber

Manufacturing

! Need new Shock

Absorber ?

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Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

NEW Shock Absorber

X Just what we���need right now

Manufacturing

! Need new Shock

Absorber ?

Best Available Parts | No Risk of Waste Just In Time Inventory Meant:

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Just In Time?"How Does This Relate to Software? LEAN

PRINCIPLE

‣  Like Toyota found with their manufacturing, elaborating on requirements JIT means: ‣  The team plans with the latest information available ‣  Early detailed planning efforts are not at risk for

becoming waste

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Allowance for Change

‣  Opens the opportunity to deliver a better product than what could be initially planned for

‣  Values new information that becomes available to the team or customer

‣  Respects the complexity of software and acknowledges that we can’t know everything up front

‣  Allowance for change requires not just a single plan up-front, but CONTINUOUS PLANNING

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1

3

2

4

5

Vision Planning Yearly by the product owner

Roadmap Planning Bi-yearly by the product owner

Quarterly by the product owner and team

Iteration Planning Bi-weekly by the team

Daily Planning Daily by the team and individuals

Release Planning

The 5 Levels of Agile Planning

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Levels of Planning:"Elevations above the Details

Project / Product Details Daily Planning

Iteration Planning

Release Planning

Roadmap Planning

Vision Planning 40,000

30,000

20,000

10,000

Ground

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Product Vision Planning

‣  Not a requirements specification ‣  Concise, easy to digest ‣  Easy to communicate, easy to re-communicate ‣  Driven by the product owner to answer...

First Level of Planning

WHAT WHY the product is it is important &

30,000

20,000

10,000

Ground

VISION

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Product Roadmap Planning

‣  Takes the high-level vision and decomposes it into themes

‣  Sets themes against rough timeline ‣  Illustrates priority across product areas ‣  Used as a strategic tool by the product owner ‣  Helps drive product backlog prioritization

Second Level of Planning

Jan Feb Mar Apr May Jun

Security

User Admin Payments

Fulfillment

Product Admin

40,000

20,000

10,000

Ground

ROADMAP

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Release Planning

‣  Seeks to determine what will be included in the product and when it can be delivered

‣  Takes into consideration:Stories (product backlog), priorities, story points, velocityCustomer/Product Owner input

Third Level of Planning

Iteration 1 Story A - 3 pts Story B - 2 pts Story D - 5 pts

!Iteration 2 Story C - 5 pts Story E - 2 pts Story F - 3 pts

!Iteration 3 Story G - 8 pts Story H - 3 pts

!

Release 1

40,000

30,000

10,000

Ground

RELEASE

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Iteration Planning

‣  Development team identifies all tasks���needed to deliver the iteration’s user stories

‣  Each task is estimated in hours ‣  Team ensures that they have���

the capacity to complete���the identified work

‣  Team Commitment

Fourth Level of Planning

Iteration 1 Story A - 3 pts Story B - 2 pts Story D - 5 pts

!Story A Task 1 - 1 hr Task 2 - 8 hrs Task 3 - 2 hrs

!Story B Task 1 - 8 hrs Task 2 - 4 hrs Task 3 - 2 hrs Task 4 - 4 hrs

!Story D Task 1 - 1 hr

Task 2 - 16 hrs Task 3 - 12 hrs Task 4 - 4 hrs

40,000

30,000

20,000

Ground

ITERATION

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Daily Planning

‣  NOT a simple status report ‣  Inspect and Adapt mechanism���

for the team ‣  What did I complete���

yesterday? ‣  What will I commit to���

completing today? ‣  What obstacles or���

impediments exist? ‣  In short, team attempts to determine if they are on track

to meet the commitments they made for the iteration

Fifth Level of Planning

40,000

30,000

20,000

DAILY

30,000

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Release 1 Release 2 Release 3 Release 4

Inventory�Database �

Payment �Systems �

Security�

Fulfillment �Systems �

Product Tracking � Customer Loyalty�

Advertising �

Product Roadmap�Product Vision�

The Five Levels of Planning How They All Work Together

Q1! Q2! Q3! Q4!

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‣ Find experts that can point you in the right direction if you need help or guidance.

‣ Share what you learn about the approach with those teams around you

‣  It takes time to get good at anything, Agile is no exception, but the rewards are well worth it.

Your Call To Action

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“Simplicity does not precede

complexity, it follows it.” - Alan Perlis

“Whether your next project is a SUCCESS or a failure is not a matter of chance, it is a matter of choice.” - A wise Agile coach and trainer

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Your Questions, My Answers Note: For those questions we do not have time to answer during the webinar,��� I will be providing a written response.

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‣ Go to ccrs.pmi.org ‣ Search for ASPE as a Registered Education Provider. Our

number is 2161. ‣ At the bottom of our details page, select���“See Provider’s Activities” ‣ Find the activity and code stated by the ASPE moderator

during the seminar ‣ The seminars are typically a Category A for one PDU

Webinar Code: ���WS072011

How to Claim your PDU