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Planning as a Team vs Planning as an Enterprise Silicon Valley Agile Leadership Network Meetup Kathryn Kuhn May 2016

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Page 1: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

PlanningasaTeamvsPlanningasanEnterprise

SiliconValleyAgileLeadershipNetworkMeetupKathrynKuhn

May2016

Page 2: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

2 ©2016CA.ALLRIGHTSRESERVED.

Agenda

SCALINGUPTEAMLEVELPLANNING

TIPSONHOWTODOTHIS

TIPSONHOWTO”SELL”THISKINDOFPLANNING

COMMONPITFALLS

Q&A

1

2

3

4

5

Page 3: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

3 ©2016CA.ALLRIGHTSRESERVED.

Page 4: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

4 ©2016CA.ALLRIGHTSRESERVED.

Team-BasedPlanning

Page 5: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

ButDoesitScale?

HowDoyouKnow?

Page 6: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

6 ©2016CA.ALLRIGHTSRESERVED.

Page 7: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

Onecommongoal

Transforminganenterpriserequiresfullsupportandclarityofpurposeacrossalllevels.Consensus-drivenplanningcreatesbuy-inandcommitmentasitvetsalternativeimplementationplans.

Whatittakes

§ Activeparticipationindecisionmakingandtradeoffconversations

§ Surfacingrisksandimpedimentsduringplanningforimmediateandvisibleactionbyleadership

§ Listeningtoandarealigningwiththeoverallmissionandobjectives,notjustato-dolistofactionitems

§ Activelyandvisiblyvoting onsupportoftheoverallplan

Creatingasharedpurpose forBigRoomPlanning

Page 8: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

SoHowdoYouDothis?

Page 9: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

9 ©2016CA.ALLRIGHTSRESERVED.

PreparethePeople

PreparetheBacklog

PreparetheRoom

Page 10: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

10 ©2016CA.ALLRIGHTSRESERVED.

PreparethePeople

Page 11: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

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……………………….…Teams present draft plans

……………………….…Progress assessment

……………………….…Teams create draft plans

Agenda – Day 1

8:00am - 11:30am

11:30pm - 12:30pm

Long Term Borrow……………………………………Winston WProduct Management………………………………..John HArchitectural and System Vision……………………Bryan OCadence Ecosystem Overview……………………..Cathy PAccenture Mortgage Cadence………………………Paul WProgram Experiences………………………………..Trey FTeam Instructions…………………………………….John S

12:30pm - 4:00pm

2:00pm - 2:10pm

3:00pm - 3:10pm

4:00pm- 6:00pm

6:00pm - 7:00pm

……………………….…Progress assessment

……………………….…Problem solving

Break

Page 12: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

12 ©2016CA.ALLRIGHTSRESERVED.

WorkingAgreementsforVeryLargeMeetings

§ DirectionallyCorrectisok

§ BePresent

§ BeHeard

§ ElectronicsbyException

§ RespectYourHumanity

§ RaiseRisksEarly– NoSurprises

§ Shared/TransparentNote-Taking

Howcanweworktogethereffectivelyinsuchalargeroomwithsomanypeople?

https://www.rallydev.com/community/agile/working-agreements-huge-meetings

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13 ©2016CA.ALLRIGHTSRESERVED.

PreparetheBacklog

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Initiative 3 - Link to PI (Points)

CV -Link to PI (Points)

Architecture - Link to PI(Points)Initiative 2 - Link to PI (Points)

● Feature1(FeaturePointEstimate)

● Feature2(Estimate)● ...

Initiative 1 - Link to PI(Feature Points Allocated)

● Feature1(FeaturePointEstimate)● Feature2(Estimate)● ...

BringaWell-StructuredBacklogInitiativesandFeatures,withcapacityallocationsandFeatureEstimates

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3 Next Quarter High Level Pass- 9 weeks

4 Initiatives broken down into Features to present to sizing team- 8 weeks

5 Features Estimates Due - Roadmap Review with Leadership- 7 weeks

6 The Why Kickoff with all of Engineering - 6 weeks

7 Features to Teams. Feature Estimates Finalized- 5 weeks

9 Story Breakdowns Begin / UX Mockups for Stories- 3 weeks

10Roadmap Plan 3rd Draft. User Story estimates with Iterations/Quarterly R&D Demo- 2 Weeks

12 Big Room Planning

Hackathon Demo/Quarterly R&D RetrospectiveWeek Of 11

HaveaCountdown-BasedView

Page 17: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

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KnowYourRoughCapacity

Page 18: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

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Cutlines

DrawaCutLineBEFOREandPreviewitwithExecs

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ViewstoBringintoBigRoomPlanning

§ Capacity Planning - High level Plan and team Readouts (Capacity / Work / Risks / Dependencies)

§ Team Planning - Story level / Iteration level plan

§ Release Tracking -Visualize the detailed plan with dependencies

§ Release Tracking - In Quarter Status and Steering

Page 20: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

20 ©2016CA.ALLRIGHTSRESERVED.

TeamPlanning

TeamPlanning

Page 21: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

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At-a-glanceReleaseStatusandSteering

Page 22: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

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PreparetheRoom

Page 23: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

SoHowDoIConvincetheLeadershipTeam?

Page 24: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

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CeremonythatConnectsStrategywithExecution

§ Howmuchdoeslackofalignmentcostyoueachquarter?– #ofhoursinStatusMeetings– Changeindirectionand“throwaway”work– “Whilewe’reatit”list– Latedecisionmaking(onlypullthequalitylever)

§ TreatDecisionsinProgresslikeWorkinProgress

§ TheValueofBuy-In

§ #ofdecisions/costofevent

Page 25: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

25 ©2016CA.ALLRIGHTSRESERVED.

HowMuchDoesLackofAlignmentcostYou?

§ 8Teams(assuming8peopleperteam)=64people

§ x $100,000annualsalary

§ =$6,400,000annualrunrateor$1,600,000perquarter

§ Howmuchdoesitcostyoutobeunalignedby5%?

§ $80,000eachquarter

SAIquotesrun ratesof$2.2Millionevery11weeksor$11Millionperyear

Page 26: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

CommonPitfalls

Page 27: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

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ThisDoesn’tScale

Page 28: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

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Speed&FluencyofCoreAgilePractices

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OutlastingtheBuzz

Page 30: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

Q&A

Page 31: Silicon Valley Agile Leadership Network Meetup Kathryn Kuhnfiles.meetup.com/2738792/SV ALN - BigRoom Planning_share.pdf · § =$6,400,000 annual run rate or $1,600,000 per quarter

[email protected]

KathrynKuhn

@Kathryn_e_kuhn

https://www.linkedin.com/in/kathrynekuhn