agile projects.programs.portfolio

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Agile Projects, Program & Portfolio Management: No Air Quotes Required Johanna Rothman www.jrothman.com @johannarothman [email protected] 781-641-4046

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Have you ever seen people use air quotes around the words “agile project” as if they don’t believe those words go together? Or, do you wonder what the five horizons of planning are? Do you ever wonder if agile or lean approaches to project management can be scaled or if you are doomed to waterfall approaches to large efforts? You can use agile and lean approaches to your projects, program, and the project portfolio. Agile and lean projects are still projects. In this session, Johanna Rothman will discuss why you would want to use short cycles, how iterative and incremental development works, and how you pick an iteration length. We’ll discuss the five different planning horizons, and briefly discuss the basics of user stories and estimation. Yes, we’ll have a brief and lively discussion prediction and estimation and when to use each. You’ll have a chance to see what team boards might look like in Scrum or Kanban, and what information radiators might show you in a healthy or a not-so-healthy project. We’ll also talk about how you can expand from one team to a program and where the different schools of thought lie, and how to avoid multi-tasking with agile project portfolio management.

TRANSCRIPT

Page 1: Agile projects.programs.portfolio

Agile Projects, Program & Portfolio Management:

No Air Quotes Required

Johanna Rothman www.jrothman.com @johannarothman [email protected]

781-641-4046

Page 2: Agile projects.programs.portfolio

© 2014 Johanna Rothman

Project Management is About Risk

We have risks everywhere:

Schedule

Technology

People

Murphy’s Law

More

How do we manage the risks?

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© 2014 Johanna Rothman

Waterfall -> Command & Control

But when could you tell when anything was ready?

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© 2013 Johanna Rothman

Johanna’s General Agile Picture

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© 2014 Johanna Rothman

The Principles Behind the Agile Manifesto

Satisfy the customer through early and continuous delivery

of valuable software.

Welcome changing requirements, even late in development.

Agile processes harness change for the customer's

competitive advantage.

Deliver working software frequently, from a couple of

weeks to a couple of months, with a preference to the

shorter timescale.

Business people and developers must work together daily

throughout the project.

Build projects around motivated individuals. Give them the

environment and support they need, and trust them to get

the job done.

The most efficient and effective method of conveying

information to and within a development team is face-to-

face conversation.

Working software is the primary measure of progress.

Agile processes promote sustainable development. The

sponsors, developers, and users should be able to maintain a

constant pace indefinitely.

Continuous attention to technical excellence and good

design enhances agility.

Simplicity--the art of maximizing the amount of work not

done--is essential.

The best architectures, requirements, and designs emerge

from self-organizing teams.

At regular intervals, the team reflects on how to become

more effective, then tunes and adjusts its behavior

accordingly.

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© 2014 Johanna Rothman

Why Do Agile? What’s the Point?

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© 2014 Johanna Rothman7

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© 2013 Johanna Rothman

Johanna’s General Agile Picture

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© 2013 Johanna Rothman

Agile Teams

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Contain all the roles

required

5-7 people is the sweet

spot

Deliver value every

iteration or every feature

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© 2014 Johanna Rothman

Ever Wondered About Agile “Projects?”

Agile projects are real

projects

They have beginnings, middles

and ends

Iterations help you manage

technical risk

Increments help you manage

schedule risk10

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© 2014 Johanna Rothman

Prototypes Are an Old Design “Trick”

Think back to a time when you could not know if a

technical approach was right. What did you do?

You can iterate on more than the architecture…

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© 2014 Johanna Rothman

Timeboxes Are an Old PM “Trick”

Think back to a time when

you had the risk of not

finishing the work. Or, when

you didn’t want to start the

work.

What did you do?

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© 2014 Johanna Rothman

Agile Provides You Iterative and Incremental

You get both kinds of risk management with agile:

iteration and incremental risk management

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© 2014 Johanna Rothman

Benefit of Short Cycles

“You gave me what I asked

for, but not what I wanted!”

Feedback is key

The shorter the cycle, the

smaller the story/task/item,

the more frequent the

feedback

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© 2014 Johanna Rothman

How Long Should an Iteration Be?

How much can you afford

to throw away?

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© 2014 Johanna Rothman

Let’s Discuss “Flow” or Lean

Kanban means “signboard”

It can help you see your

bottlenecks

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© 2014 Johanna Rothman

Different Planning Horizons

Project portfolio is which projects the

organization commits to.

The roadmap explains the rough order of

the features. This changes.

The release plan takes your Minimum

Viable Product and says this is when you

can release something

If you use iterations (1-4 weeks), this is

your iteration goal

Teams commit daily to one another at the

standup

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© 2013 Johanna Rothman

Who Does What?

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© 2014 Johanna Rothman

What’s on the Board?

Not honking big requirements documents

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But, user stories

A promise for a conversation

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© 2014 Johanna Rothman

How Big Is a Story?

Estimation is a tricky thing

Relative sizing helps

Separating sizing from

duration helps

Planning poker helps you do

both

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© 2014 Johanna Rothman

At Least Two Approaches for Relative Sizing

When you separate sizing from

duration, you avoid estimation

commitments to a date

If you use stories, you tend to

make stories smaller

We are better at estimating

smaller things

If we estimate as a team, we tend

to not forget things21

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© 2014 Johanna Rothman

What About #Noestimation?

Some teams have stopped

estimating entirely

They swarm/mob over their

stories

They find this quite

effective

I do this too

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© 2014 Johanna Rothman

What’s So Good About Agile?

How many times have

people asked you, “Where

are you?”

Empirical feedback

Transparency

Let’s look at some boards

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© 2014 Johanna Rothman

Typical Scrum Board

Ready column contents do

not change during the

iteration.

The team commits to the

Ready column at the

beginning of the iteration,

for each iteration.

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© 2014 Johanna Rothman

There is No Typical Kanban Board

Every team’s board is unique

because it describes the

team’s flow

There is a limit on each

column (Work in Progress)

The team always takes the

first card on the Ready

column

Kanban shows the flow of

work and the bottlenecks

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© 2014 Johanna Rothman

Standup!

How you move items across

a board

How you make micro-

commitments inside the

team

Track where you are: create

your velocity chart at the

board26

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© 2014 Johanna Rothman

The Three Questions

My questions:

What did you complete

since the last standup?

What are you working on

now?

What are your

impediments?

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© 2014 Johanna Rothman

Burnup Velocity Charts Provide a Team Feedback

Velocity is personal to a team

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© 2014 Johanna Rothman

Velocity Charts

Velocity is personal to a team and can

change depending on many factors:

vacation, story breakdown, how

consistently the team estimates, if

anyone pressures the team to

estimate differently, etc.

I have yet to see a project that did

not add features

You might want to add that to your

burnup charts

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© 2014 Johanna Rothman

Information Radiators

Project dashboards are

information radiators

You can see everything at

one glance

Public

Big

Transparent

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© 2014 Johanna Rothman

One Team Sounds Possible—A Program?

Can we scale agile to a

program?

Is it possible?

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© 2014 Johanna Rothman

Agile Can Scale to Programs

Several competing ideas:

Scrum of Scrums

Disciplined Agile Delivery

SAFe

Small world networks

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Page 33: Agile projects.programs.portfolio

© 2014 Johanna Rothman

Agile Programs: Scale Out, Not Up

Allows for geographically

distributed teams

Assumes people are

responsible and will help

each other

This image is the software

program team in a small

world network33

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© 2014 Johanna Rothman

You May Need Two Program Teams

Core Team manages the

cross-functional business

risks

That Core Team may/may

not manage the project

portfolio

The Core Team delivers the

product34

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© 2014 Johanna Rothman

Manage Project Portfolio

The product development

team works on tactical

work: the project

Managing the project

portfolio is strategic

management work

Agile allows you to iterate

on these decisions35

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© 2014 Johanna Rothman

Reading Recommendations

http://www.jrothman.com/services/minimum-reading-list-

for-an-agile-transition/

My other writing:

http://www.jrothman.com/tag/transition-to-agile/

http://www.jrothman.com/blog/mpd/tag/transition-to-agile

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© 2014 Johanna Rothman

Stay in Touch?

Pragmatic Manager:

www.jrothman.com/

pragmaticmanager

Please link with me on

LinkedIn:

www.linkedin.com/in/

johannarothman/

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