Agile Enterprise Transformation Checklist (v 1.0)

November 2015 by Robert Betcher PMP, CSM & ACPwww.agilemethodology.us

www.agilemethodology.us

2

Chief Agilest

1) Hire an Experienced Chief Agilest (Experienced in 2+ Enterprise Agile, End to End, Transformations with an in-depth knowledge of Budgeting and Organizational Change)

PLEASE NOTE: DO NOT PASS THIS STEP UNTIL THE ABOVE IS IN PLACE – Agile transformations are extremely complicated whereby many fail because this step has not been followed.

3

Executive Involvement Assessment

2) Evaluate Executive Involvement and Support

PLEASE NOTE: DO NOT PASS THIS STEP UNTIL THERE IS A FULL COMMITMENT TO AGILE BY THE V.P. TIER AND ABOVE – there are numerous barriers organizationally that have to be removed or mitigated by the Executive Tier for Agile to be successful. Executive involvement is the 2nd most crucial step to success. (This is also why many bottom up initiatives stall or fail.)

This is involvement not just Support. Support is talk where involvement is action. Involvement is a commitment where the Executive Team is fully committed and participates entirely in the processes (where involvement is deemed necessary).

4

Build a Budget for the Agile Transformation

3) Build the Budget (The Chief Agilest should know many of these costs and is integral to properly budgeting the transformation)

• Resource Costso Coaching

(Experienced and Seasoned in Transformations)

o Product Managerso Product Ownerso Release Train Engineers

(where applicable)o SCRUM Masterso Teamo QAo Dev Ops

5

Build a Budget for the Agile Transformation (cont’d)

• Training Costso Formal Classrooms with Computers and

Overheads for instructiono Professional Trainers w/ Real World

Experience (Picked by Chief Agilest)o Agile Materialso Application Lifecycle Management (ALM)

Tool Trainingo Agile and ALM Tool Role Based Training

Costs Administrator Coach Super User Executive Management Product Manager/ Owner SCRUM Master Team QA Dev Ops

6

Build a Budget for the Agile Transformation (cont’d)

• Human Resource Involvemento Budgeting correctly for New Roles

(Salaries based on industry standards not job sites – NOTE: job site salaries can be off by as much as 40%)

7

Build a Budget for the Agile Transformation (cont’d)

• Common Area - Renovation for Agileo Conference Rooms with Overheads

and Video Conference Capabilitieso Colocation Friendly with Shared

Space and Collaboration Tools

8

Build a Budget for the Agile Transformation (cont’d)

• Video Conferencing for Offshore• Continuous Delivery Architecture

9

Configure and Implement the Application Lifecycle Management (ALM) Tool

4) Configure/ Implement the ALM Tool• Setup Coaching Project• Setup Portfolio, Program and

Team Projects• Setup Release Schedule• Setup Teams and Users• Setup Sprint Schedule• Configure Dashboards and

Reports

10

Configure Document Repository

5) Configure the Document Repository

11

Develop or Implement the Center of Excellence (COE)

6) Develop or Implement Center of Excellence(COE)

• Create Agile Environment Guidelines and Best Practices

• Create ALM Tool Guidelines and Best Practices

• Setup Recurring Meetings• Setup User Groups

o Product Manager/ Ownero SCRUM Mastero Devo QA

• Setup Agile Metric Standards• Setup Team Reporting

12

Human Resources Involvement

7) Human Resource Involvement (extremely important – migrating to Agile creates a tremendous amount of anxiety that needs to be addressed throughout the organization. Individuals impacted may have a tendency to fight the transformation due to survival instincts.)• Repurposing and Retraining Staff• 100% Dedicated Roles• Sun-setting Specific Positions

13

Implement Continuous Delivery Architecture

8) Implement Continuous Delivery Architecture

14

Develop Formal Training Plan

9) Develop Formal Training Plan• Agile and ALM

o Executiveo Product Manager/ Ownero Release Train Engineer (if SAFe)o SCRUM Mastero Functional Managero Teamo QAo Log of Participants Trained

15

Develop Onboarding Resource Plan and Gate System

10) Develop Onboarding Resource Plan and Gate System

• Coaches• Management• Product Manager/ Owner• Release Train Engineer (where

Applicable)• SCRUM Master• Team Member

16

Agile Transformation Schedule

11) Develop Team, Program and Portfolio - Agile Transformation Schedules

17

Schedule Reviews

12) Schedule Reviews / Assessments• Enterprise• Portfolio• Program• Team/ Project

18

Addendum

Before You Start – While Agile is simple in many facets, the implementation of Agile across an Organization is extremely complex and requires a skilled professional. Making mistakes in this process is unforgiving and can have tremendous impacts on “buy-in” and “support”.

Hiring a Chief Agilest or 3rd Party – This can be a very tough step. There are numerous individuals very versed in Agile that can regurgitate numerous Agile facts. Finding an individual that can balance Real World Implementation Experience with the Academia is sometimes tough to uncover. (For questions on this step, see the link below for free guidance.)

Please Note – This is a very High Level representation of the process. There are a number of smaller steps that are important to include in this process.

Rate Yourself – How many of these items did you have in your Transformation Plan? If you have less than 90%, then you may want to hire an Experienced Transformation Expert.

www.agilemethodology.us