The ups and down of agile in an agency
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Transcript of The ups and down of agile in an agency
dxw is a small agile agency specialising in public sector digital
Ups and downs of agency agile
@lily_dart @thedxw
When we struggled, I looked to the community for help
Ups and downs of agency agile
@lily_dart @thedxw
Ups and downs of agency agile
@lily_dart @thedxw
I was told
“It can’t work with offsite clients”
“We have to compromise”
Ups and downs of agency agile
@lily_dart @thedxw
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
@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
@lily_dart @thedxw
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:
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
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 earlyUps and downs of agency agile
@lily_dart @thedxw
A satisfying project experience is one that lives up to the clients expectations.
Set expectations earlyUps and downs of agency agile
@lily_dart @thedxw
How do the touch points in the client journey set expectation?
Set expectations earlyUps and downs of agency agile
@lily_dart @thedxw
Calls, emails, briefs, proposals, pitches, contracts, meetings…
Set expectations earlyUps and downs of agency agile
@lily_dart @thedxw
The first interaction is often being handed a project brief.
Set expectations earlyUps and downs of agency agile
@lily_dart @thedxw
It’s OK to challenge a client brief before you win the work.
Set expectations earlyUps and downs of agency agile
@lily_dart @thedxw
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
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
@lily_dart @thedxw
Proposals
Where does your process add value?
Set expectations earlyUps and downs of agency agile
@lily_dart @thedxw
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
@lily_dart @thedxw
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
@lily_dart @thedxw
Contracts are a tool for creating mutual understanding
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
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 membersUps and downs of agency agile
@lily_dart @thedxw
The client relationship must be collaborative to succeed.
Clients as team membersUps and downs of agency agile
@lily_dart @thedxw
Consider the sales process a two-way interview.
Clients as team membersUps and downs of agency agile
@lily_dart @thedxw
Pick the right client to get the right outcomes.
Clients as team membersUps and downs of agency agile
@lily_dart @thedxw
How do they measure outcomes?
Right client
Clients as team membersUps and downs of agency agile
@lily_dart @thedxw
What are their organisations priorities?
How do they measure outcomes?
Right client
Clients as team membersUps and downs of agency agile
@lily_dart @thedxw
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
@lily_dart @thedxw
Your client is more than the person who pays the bills.
Clients as team membersUps and downs of agency agile
@lily_dart @thedxw
They are creative, expert and invested in the project.
Clients as team membersUps and downs of agency agile
@lily_dart @thedxw
Be empathetic to your clients 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
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 educateUps and downs of agency agile
@lily_dart @thedxw
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
@lily_dart @thedxw
Teach them to teach their stakeholders and colleagues.
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
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 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
@lily_dart @thedxw
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
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
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:
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:
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