The ups and down of agile in an agency

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Ups and downs of agency agile Lily Dart Head of Service Design dxw

Transcript of The ups and down of agile in an agency

Ups and downs of agency agileLily Dart Head of Service Design dxw

dxw is a small agile agency specialising in public sector digital

Ups and downs of agency agile

@lily_dart @thedxw

We began with agilefall

Ups and downs of agency agile

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Agile is better for clients

Ups and downs of agency agile

@lily_dart @thedxw

Agile is better for clients for

Ups and downs of agency agile

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less risk

Agile is better for clients

Ups and downs of agency agile

@lily_dart @thedxw

less riskfaster

Agile is better for clients

Ups and downs of agency agile

@lily_dart @thedxw

less riskfastercheaper

When we struggled, I looked to the community for help

Ups and downs of agency agile

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Ups and downs of agency agile

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I was told

Ups and downs of agency agile

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I was told

“We have to compromise”

Ups and downs of agency agile

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I was told

“It can’t work with offsite clients”

“We have to compromise”

Ups and downs of agency agile

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I was told

“Clients don’t care how it gets delivered”

“It can’t work with offsite clients”

“We have to compromise”

Ups and downs of agency agile

“Clients don’t care how it gets delivered”

“Agencies never do ‘proper’ agile”

I was told

“It can’t work with offsite clients”

@lily_dart @thedxw

“We have to compromise”

Agile is different for agencies

Ups and downs of agency agile

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Agile is different for agencies

Ups and downs of agency agile

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pressures

Agile is different for agencies

Ups and downs of agency agile

@lily_dart @thedxw

pressuresrelationships

Agile is different for agencies

Ups and downs of agency agile

@lily_dart @thedxw

pressuresrelationshipsrelationshipsexpectations

The agency norms don’t work

Ups and downs of agency agile

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The agency norms don’t work

Ups and downs of agency agile

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fixed time, scope, cost

The agency norms don’t work

Ups and downs of agency agile

@lily_dart @thedxw

fixed time, scope, costup-front spec work

The agency norms don’t work

Ups and downs of agency agile

@lily_dart @thedxw

fixed time, scope, costup-front spec workdeferred risk

Ups and downs of agency agile

Our problems:

@lily_dart @thedxw

Ups and downs of agency agile

Our problems:

Mismatched expectations

@lily_dart @thedxw

Ups and downs of agency agile

Our problems:

Misunderstandings about agile process

Mismatched expectations

@lily_dart @thedxw

Ups and downs of agency agile

Our problems:

Misunderstandings about agile process

Adversarial relationships with clients

Mismatched expectations

@lily_dart @thedxw

Our problems:

Ups and downs of agency agile

@lily_dart @thedxw

Misunderstandings about agile process

Adversarial relationships with clients

Mismatched expectations

Conflicts over product design

With these things in mind, we iterated.

Ups and downs of agency agile

@lily_dart @thedxw

Ups and downs of agency agile

Agile works. For us, and our clients.

With these things in mind, we iterated.

@lily_dart @thedxw

Set expectations early

Ups and downs of agency agile

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Set expectations earlyUps and downs of agency agile

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A satisfying project experience is one that lives up to the clients expectations.

Set expectations earlyUps and downs of agency agile

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How do the touch points in the client journey set expectation?

Set expectations earlyUps and downs of agency agile

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Calls, emails, briefs, proposals, pitches, contracts, meetings…

Set expectations earlyUps and downs of agency agile

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The first interaction is often being handed a project brief.

Set expectations earlyUps and downs of agency agile

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It’s OK to challenge a client brief before you win the work.

Set expectations earlyUps and downs of agency agile

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Challenge briefs

Set expectations earlyUps and downs of agency agile

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Many clients are willing to listen to feedback

Challenge briefs

Set expectations earlyUps and downs of agency agile

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Some will even change their brief

Many clients are willing to listen to feedback

Challenge briefs

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Some will even change their brief

If they aren’t willing, end the conversation

Many clients are willing to listen to feedback

Challenge briefs

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Proposals are how we set expectations about what we’ll deliver

Set expectations earlyUps and downs of agency agile

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Proposals

Set expectations earlyUps and downs of agency agile

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Proposals

Where does your process add value?

Set expectations earlyUps and downs of agency agile

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At the end of each sprint, you should have usable software that you can launch. In the latter stages of a project, each sprint usually ends with a release, where the work completed goes live and becomes available to your users.”

“dxw proposal extract

Set expectations earlyUps and downs of agency agile

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Proposals

Where does your process add value?

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Proposals

How do your principles add value?

Where does your process add value?

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Engaging with users throughout the life of the service

In order to succeed, most digital services need to engage with users throughout the service’s life.”

dxw proposal extract

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Proposals

How do your principles add value?

Where does your process add value?

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

How do your principles add value?

Don’t accidentally make commitments

Where does your process add value?

Proposals

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Minimum project cost* Two development sprints and two days of usability testing with delivery management

Maximum project cost* Three development sprints and three days of usability testing with delivery management

100 Space Bucks

200 Space Bucks

*assuming our stated assumptions are correct

Set expectations earlyUps and downs of agency agile

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Contracts are a tool for creating mutual understanding

Set expectations earlyUps and downs of agency agile

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Contracts

Set expectations earlyUps and downs of agency agile

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Explain the language you use day-to-day

Contracts

Set expectations earlyUps and downs of agency agile

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Definitions

Sprint A Sprint is our basic unit of development. A sprint consists of the services of a given number of developers for a given period of time, and any Surrounding Activities you require.

Acceptance Criteria Acceptance Criteria are attributes of the Product, embodied in a document, that a Story must provide in order for the Story to be considered Finished.”

dxw contract extract https://github.com/dxw/contracts

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Explain the language you use day-to-day

Contracts

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Explain how the process will work

Explain the language you use day-to-day

Contracts

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

A Story cannot be Started unless:

• It is ready (see clause 2.12); • It has agreed Acceptance Criteria; • All Required Materials for the Story’s

implementation have been provided to us.”

dxw contract extract https://github.com/dxw/contracts

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Explain how the process will work

Explain the language you use day-to-day

Contracts

Set expectations earlyUps and downs of agency agile

@lily_dart @thedxw

Explain how the process will work

Explain the language you use day-to-day

Contracts

Avoid legalese

Clients as team members

Ups and downs of agency agile

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Clients as team membersUps and downs of agency agile

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The client relationship must be collaborative to succeed.

Clients as team membersUps and downs of agency agile

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Consider the sales process a two-way interview.

Clients as team membersUps and downs of agency agile

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Pick the right client to get the right outcomes.

Clients as team membersUps and downs of agency agile

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Right client

Clients as team membersUps and downs of agency agile

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How do they measure outcomes?

Right client

Clients as team membersUps and downs of agency agile

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What are their organisations priorities?

How do they measure outcomes?

Right client

Clients as team membersUps and downs of agency agile

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What are their organisations priorities?

What is the motivator for the project?

How do they measure outcomes?

Right client

Clients as team membersUps and downs of agency agile

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Your client is more than the person who pays the bills.

Clients as team membersUps and downs of agency agile

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They are creative, expert and invested in the project.

Clients as team membersUps and downs of agency agile

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Be empathetic to your clients needs and experiences.

Clients as team membersUps and downs of agency agile

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Needs and experiences

Clients as team membersUps and downs of agency agile

@lily_dart @thedxw

Needs and experiences

Who do they report to?

Clients as team membersUps and downs of agency agile

@lily_dart @thedxw

Needs and experiences

What do they want out of the project?

Who do they report to?

Clients as team membersUps and downs of agency agile

@lily_dart @thedxw

Needs and experiences

What do they want out of the project?

Are they under pressure?

Who do they report to?

Clients as team membersUps and downs of agency agile

@lily_dart @thedxw

Treat them with respect.

Clients as team membersUps and downs of agency agile

@lily_dart @thedxw

Respect

Clients as team membersUps and downs of agency agile

@lily_dart @thedxw

Respect

They know their organisation

Clients as team membersUps and downs of agency agile

@lily_dart @thedxw

Respect

They may be taking a risk with you

They know their organisation

Clients as team membersUps and downs of agency agile

@lily_dart @thedxw

Respect

They may be taking a risk with you

They know their organisation

They will be your ally if you are theirs

Clients as team membersUps and downs of agency agile

@lily_dart @thedxw

Respect

They may be taking a risk with you

They know their organisation

They will be your ally if you are theirs

Be honest with them

Invest time to educate

Ups and downs of agency agile

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Invest time to educateUps and downs of agency agile

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Even clients who want agile often don’t understand what it really means.

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

Clients have stakeholders they are accountable to. They’ll need to justify your approach and decisions.

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

What you’re committing to, and why

What you’re not committing to, and why

Why agile is better for their project

What the language means

Clients need to understand:

Invest time to educateUps and downs of agency agile

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Teach them to teach their stakeholders and colleagues.

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

Teach stakeholders

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

Are their stakeholders on-board?

Teach stakeholders

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

What are their concerns?

Are their stakeholders on-board?

Teach stakeholders

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

What are their concerns?

Are their stakeholders on-board?

Can we speak to them together?

Teach stakeholders

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

What are their concerns?

Are their stakeholders on-board?

Can we speak to them together?

Teach stakeholders

What message should we communicate?

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

Dedicate time to them.

Invest time to educateUps and downs of agency agile

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Dedicate time

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

Sprint plan meetings

Dedicate time

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

Co-design and workshops for solution design

Sprint plan meetings

Dedicate time

Invest time to educateUps and downs of agency agile

@lily_dart @thedxw

Co-design and workshops for solution design

Every day during a sprint

Sprint plan meetings

Dedicate time

Strategy, not solutions

Ups and downs of agency agile

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Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

It’s difficult to make sure you’re both reaching for the same goals.

Strategy, not solutionsUps and downs of agency agile

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Clients lacking strategy will always focus on features over goals.

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

Establish what the clients strategy is, or work with them to create one.

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

Strategy

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

What are they trying to achieve?

Strategy

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

What does a good outcome look like?

What are they trying to achieve?

Strategy

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

What does a good outcome look like?

Ask: “how do these features further our goals?”

What are they trying to achieve?

Strategy

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

Use research and data to make informed decisions.

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

Informed decisions

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

What do you know about the users?

Informed decisions

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

Embed research into the process

What do you know about the users?

Informed decisions

Strategy, not solutionsUps and downs of agency agile

@lily_dart @thedxw

Embed research into the process

How will you measure the success of features?

What do you know about the users?

Informed decisions

Ups and downs of agency agile

Our problems:

@lily_dart @thedxw

Ups and downs of agency agile

Our problems:

Mismatched expectations

@lily_dart @thedxw

Ups and downs of agency agile

Our problems:

Mismatched expectations

@lily_dart @thedxw

Ups and downs of agency agile

Our problems:

Misunderstandings about agile process

Mismatched expectations

@lily_dart @thedxw

Ups and downs of agency agile

Our problems:

Misunderstandings about agile process

Mismatched expectations

@lily_dart @thedxw

Ups and downs of agency agile

Our problems:

Misunderstandings about agile process

Adversarial relationships with clients

Mismatched expectations

@lily_dart @thedxw

Ups and downs of agency agile

Our problems:

Misunderstandings about agile process

Adversarial relationships with clients

Mismatched expectations

@lily_dart @thedxw

Our problems:

Ups and downs of agency agile

@lily_dart @thedxw

Misunderstandings about agile process

Adversarial relationships with clients

Mismatched expectations

Conflicts over product design

Our problems:

Ups and downs of agency agile

@lily_dart @thedxw

Misunderstandings about agile process

Adversarial relationships with clients

Mismatched expectations

Conflicts over product design

Ups and downs of agency agile

What works for us:

@lily_dart @thedxw

Ups and downs of agency agile

What works for us:

We select clients who we can align goals with

@lily_dart @thedxw

Ups and downs of agency agile

What works for us:

We set expectations early and reinforce regularly

We select clients who we can align goals with

@lily_dart @thedxw

Ups and downs of agency agile

What works for us:

We set expectations early and reinforce regularly

We invest time to educate and understand clients

We select clients who we can align goals with

@lily_dart @thedxw

Ups and downs of agency agile

We set expectations early and reinforce regularly

We invest time to educate and understand clients

We select clients who we can align goals with

We agree focus on strategic priorities over features

What works for us:

@lily_dart @thedxw

Any questions?

Ups and downs of agency agile

@lily_dart @thedxw