when agile fails

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    Craig D. Wilson, MS, PMP, CSM

    Matincor, Inc.

    IT Management Consulting

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    IT Management Consultant

    10+ years of service as an independent consultant precededby 10+ years of senior and executive managementexperience in several Fortune 500 companies

    Graduate degree in Management Science, additional post-graduate studies at UCLAs Anderson School, ProjectManagement Professional (PMP), Certified Scrum Master(CSM)

    Specializing in program / large project management, projectturn-around, and team and organizational development

    Copyright Matincor, Inc. 2013

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    Slide 3 of 39Copyright Matincor, Inc. 2013

    Presentationassumption:

    Audience isfamiliar with

    Agile conceptsand perhaps a

    specific Agilemethodologysuch as Scrum

    or Kanban

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    Practice & precepts based on lessons learned from60+ years of software development experience

    Most key concepts in use for decades (e.g.; time boxes,iterative development, self-managed teams, co-location, rapid delivery)

    Now packaged in several popular frameworks andmethodologies (e.g.; Scrum, Extreme Programming,Kanban, FDD, Crystal, UP lite, Disciplined AgileDelivery)

    No single Agile methodology addresses everything!

    Past experience can help with successfulimplementation of Agile

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    While strongly supporting Agile

    Lets not turn a blind eye to the fact that manylight weight Agile methodologies cover only ahandful of the practices necessary for effective

    software development projects

    Nor ignore the fact that some companies do apoor job of introducing and executing Agileconcepts and precepts

    Copyright Matincor, Inc. 2013

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    Slide 6 of 39Copyright Matincor, Inc. 2013

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    Project management and software development,

    Agile or otherwise, are huge topics impossible tocover in one brief presentation

    This presentation is intended only to provide a fewexamples to get the audience to think about their

    experience and use it to supplement the oftenlight weight Agile methodologies

    My observations are based upon personalexperience and may differ from other Agile

    proponents. You must use your own experience todetermine what will work best for your situation.

    (Dont follow the GPS instructions over a cliff!)

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    Key benefits of Agile include opportunities to

    quickly achieve high value features anddiscover problems early

    A focus on delivering working solutions asrapidly as possible with minimal re-work

    However, we can have problems with a project

    using an Agile methodology just as we canhave problems with any project approach

    But, if you did it correctly, you wouldnt have problems!

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    Slide 9 of 39Copyright Matincor, Inc. 2013

    Project results we want Project results we get

    exercise

    slothdiscipline

    lazy

    hard work silver bullet

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    The Beginning

    The Middle

    The End

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    Inception

    Construction

    Transition

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    Most Agile methodologies and literature focus

    on the middle of the project There are preliminary and follow-on activities

    that are required to effectively execute an Agile

    project or program

    Other areas of the organization are impactedby adoption of Agile

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    Slide 13 of 39Copyright Matincor, Inc. 2013

    Scrum image used by permissionMountain Goat Software

    Copyright 2005

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    Inception Construction Transition

    Management

    Team

    Stakeholders

    Copyright Matincor, Inc. 2013

    Scrum image used by permissionMountain Goat Software

    Copyright 2005

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    Slide 15 of 39Copyright Matincor, Inc. 2013

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    Enterprise strategic goals, PPM, ROI targets,

    cost-benefit analysis, feasibility studies allstill exist

    Approach (e.g.; all Agile, combination Agile & traditional,distributed teams, shared teams)

    How will teams be monitored, motivated &rewarded?

    How will projects be terminated?

    Product Owner has achieved sufficient value Early results indicate potential product/project

    failure

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    Build cross-functional team with shared responsibilityfor project success Must provide training if team new to methodology Identify Product Owner and ensure they understand their

    role & responsibility

    Define done very specifically

    Identify & define leader/coach role depending uponteam needs Scrum Master / Agile PM role will evolve as team matures and

    experience is gained

    Scope the project Prepare project scope and initial requirements backlog Include non-functional requirements (design is emergent but

    architectural boundaries are up front) Initial effort estimates

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    Slide 18 of 39Copyright Matincor, Inc. 2013

    ScrumZivs Law

    Uncertainty is inherent andinevitable in software

    development processes and

    products

    Hadar Ziv and Debra Richardson, "TheUncertainty Principle in SoftwareEngineering," 1997

    Sufficient up-front analysis forunderstanding & risk

    reduction but not so much asto create rework.

    Beware false certainty!

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    Ensure that all stakeholders are identified and

    understand their needs / responsibilities Necessary in order to define done

    May help to categorize stakeholders including

    those external to the organization Set expectations - primary stakeholders will be

    more intimately and frequently involved thanin traditional projects

    Determine how to coordinate feature anditeration planning with other teams

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    Slide 20 of 39Copyright Matincor, Inc. 2013

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    Must support progress tracking based on feature

    delivery May require dropping or modifying traditional

    benchmarks and stage gates

    Earned Value becomes more effective

    Agile techniques call for more frequentrefinements of estimates than traditional processes

    Death marches have always been disruptive but

    even more so for Agile teams Crashing & fast tracking destroy ability to project long-

    term forecasts and put product quality at risk

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    X

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    My hot buttons:

    Need continuous backlog grooming Beware technical debt (done violations)

    Continuous builds and effective regression testing

    are key to quality

    Maintain a sustainable pace

    Cant build to a story need to define & design

    Release planning & coordination are on-going

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    How muchtime for this

    slide?

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    Rapid and easy access to stakeholders is critical to

    iteration progress & success Including up-stream and down-stream process owners

    Coordination with inter-dependent Agile teams is

    frequent (e.g.; Scrum of Scrums) Beware of delayed communications

    e.g.; monthly or quarterly coordination meetings

    Disciplines may coordinate

    e.g.; designers with designers, QA with QA

    Product Owners have an especially key role

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    Slide 24 of 39Copyright Matincor, Inc. 2013

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    Capture project metrics and results for final

    Cost Benefit retrospective Perform a project governance retrospective

    Are we getting the information we need?

    How can we improve in an Agile environment?

    What cross-enterprise process improvements

    are recommended? Beware overly prescriptive procedures

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    Slide 26 of 39Copyright Matincor, Inc. 2013

    Agility at Scale:

    Economic Governance, MeasuredImprovement, and Disciplined Delivery

    By Alan Brown, Scott Ambler, Walker RoyceTo be published: May 2013

    https://www.ibm.com/developerworks/mydeveloperworks/blogs/c914709e-8097-4537-92ef-8982fc416138/entry/agility_at_scale_economic_governance_measured_improvement_and_disciplined_delivery?lang=ent

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    May require integrated QA test, UAT, beta

    testers, training, phased deployment, etc. Coordinated turn-over to down-stream

    stakeholders (e.g.; operations, support)

    As built documentation includingarchitecture and design, technical debt, andknown defects

    Project completion retrospective and teamrecognition

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    The Land that Scrum ForgotBy Robert Uncle Bob Martin

    December 14, 2010

    http://www.scrumalliance.org/articles/300-the-land-that-scrum-forgot

    Copyright Matincor, Inc. 2013

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    Acceptance of product

    Feedback to team and Product Owner

    What product improvements are needed?

    What inception, construction, and transitionprocesses improvements are needed?

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    Slide 30 of 39Copyright Matincor, Inc. 2013

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    Requirements hierarchy

    Communication structure Interaction coordination

    Integrated testing

    Release planning

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    Program

    Product

    Theme

    Epic

    Story Story

    Epic

    Theme

    Product

    Theme

    Epic

    Theme

    Epic

    Story Story

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    Quick time boxed iterations allow a team to

    adjust their feature priorities anditeration/release goals

    Changes to schedule or deliverables still need

    coordination with other teams andstakeholders

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    Most Agile methodologies focus only on team

    dynamics Software engineering is given short shrift

    Your product is likely developed using Object

    Oriented programming and Service OrientedArchitecture

    A basic understanding of Object OrientedAnalysis and Design will greatly improvecommunications between team members Especially between non-technical and technical staff

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    Team development Communities of Practice

    Private open source code Anyone can contribute

    Monitored by responsible party

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    Strictly speaking, it isnt a failure of Agile

    - Not a failure of the Agile Manifesto

    - Not a failure of lessons learned from 60+ years ofsoftware development

    But more often

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    Cause Correction

    Limitations of individualmethodologies.

    For example, limited span of projectlifecycle (looking only at

    development and not inception,development, transition) or lack ofcomprehensive requirementsengineering techniques.

    Evaluate your organizations needsand perform a gap analysis betweenthose needs and the scope of thechosen methodology. Using your

    experience, knowledge, and othersources, supplement the methodologykeeping Agile principles in mind.

    Failure to apply discipline to theapplication of the methodology andprocesses.

    For example, failure to groom the

    project backlog or allowing technicaldebt to build up.

    Enforce team discipline in theapplication of Agile concepts and theselected methodology.

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    Management of software development is

    constantly evolving and improving Never stop learning (& un-learning!), never

    stop pushing the envelope

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    E-mail to:

    [email protected]

    Visit website at:

    www.matincor.com

    Connect on LinkedIn:www.linkedin.com/in/matincor

    Copyright Matincor, Inc. 2013