agile 101 for organizations - cuna councils...scrum team – s.m.’s, lead testers, dev owners ,dev...

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Agile 101 For Organizations What you need to understand about introducing a Bi-Modal and Agile approach into your work environment

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Page 1: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

Agile 101 For Organizations

What you need to understand about introducing a Bi-Modal and Agile

approach into your work environment

Page 2: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Agile vs Waterfall• Is Agile right for your organization?• The Agile process

Agenda

Page 3: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Agile Project Management– A style of project management that focuses on early delivery

of business value, speed to market, continuous improvement of the project’s product and processes, scope flexibility, team input, and delivering well-tested products that reflect customer needs.

Agile

Page 4: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Advantages of Agile– Easy to change– Quick iteration– Working product soon

• Disadvantages– Needs a good PM (scrum master)– Higher demand on Scrum Master time– Initial project must have a good plan

• When to use– Rapid production is important– Change is likely– Skilled developers who can adapt– Unclear picture of final product

Agile

Page 5: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Waterfall Model– A sequential design process, used in infrastructure projects

and software development, in which progress is seen as flowing steadily downwards (like a waterfall) through the phases of requirements, design, development, integration, testing, and delivering.

Waterfall

Page 6: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Advantages of Waterfall– Documentation– Good understanding of scope, cost, and schedule

• Disadvantages– Heavily dependent on requirements– Highly resistant to change– Late (in process) testing

• When to use– Clear picture of scope and end design– Minimal change is desired– When speed is not crucial

Waterfall

Page 7: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• The Bimodal Approach

Bimodal

Page 8: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

Knowledge Knowledge Knowledge

Waterfall Working each step to completion before progressing Averse to introduce new changes in previous steps Longer time span prior to delivery

Agile Performing iterations more frequently & on a smaller scale Deliver working software more rapidly in small chunks Later changes in requirements Continual & team-wide knowledge transfer

Comparison

Page 9: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Agile approach compared to Waterfall

Agile WaterfallIndividuals & Interactions Process & Tools

Working Software Comprehensive Documentation

Customer Collaboration Contract Negotiation

Responding to Change Following a Plan

Comparison

Page 10: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Bimodal Organization– Agile benefits some projects– Waterfall benefits other projects

• Be aware! An organization is bimodal, not a project. A project must be Agile or Waterfall (or other type of project methodology)

Bimodal

Page 11: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

AGILE IN YOUR ORGANIZATION

Page 12: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Determining if Agile is right for your organization– Benefits

• Speed to market• Flexible• Customer interactive• Positive Impact to Quality

– Find defects earlier– Technical debt reduced– Maintenance cost reduced– Member experience improved– Internal customer experience improved– Reduced impact to help desk

– Fail often, Fail small, Fail Fast to win BIG

Agile Organization

Page 13: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Organizational Change Management– 3 reactions to change

• Early Adopters• Open-minded but cautious• Cynics and Saboteurs

• Agile is High Impact to Staff– Smaller teams, but more teams– Need to front-load the resources

• Scrum Masters• Developers• Choose the Product Owners• Business Analysts

– Predictable staffing needs– Manager role changes significantly

• Becomes Servant Leader, not Functional Leader

Agile Organization

Page 14: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Agile’s Empirical Control– “Transparency

• Everyone knows what is going on—how the project is progressing.

– Frequent Inspection• The people who are invested in the project and process the most

should regularly evaluate the project and process.

– Adaptation• Make adjustments quickly to minimize problems; if

inspection shows that you should change, then change immediately.”

Bimodal Strategy

Page 15: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Technical Debt– “The eventual consequences of poor system design, software

architecture or software development within a codebase”– “Includes those internal things that you choose not to do

now, but which will impede future development if left undone”

Technical Debt

Page 16: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

Waterfall to Agile Translation

WBS (work package level)

Requirements

Action Item List or Project Schedule

User Story

Backlog

Sprint Backlog

Sprint Cycle

PM

Business Owner

Testing

Lesson’s Learn

Scrum Master

Sprint Review

Daily Standup

Sprint Planning

Team Meetings

Milestones Product Roadmap

Product Owner

Testing

Retrospective

Page 17: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

START Planned Path

Actual Path

Kn

ow

led

ge

In

cre

as

es

Course

Correction

Planned Completion

ROADMAPS

Page 18: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

AGILE PROCESS

Page 19: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• How Agile (Scrum) Works

Agile Process

Page 20: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Product (Project) Roadmap– “A prioritized, holistic view of the high-level requirements

that support the product’s vision.”

Roadmap

8/23/2015 10/8/20159/1/2015 10/1/2015

10/6/2015Post Go-live Support

9/30/2015Promote 3.2 to Production

9/24/2015Go/No Go

9/23/2015User Acceptance Testing

9/4/2015Install SP2

9/14/2015Create new print servers TST

9/4/2015Create new print servers DR

8/26/2015Create new print servers

8/31/2015 Router Active/Active

9/11/2015Replicate Fix to new Database

9/11/2015Build TST

9/11/2015Build TRN

9/11/2015Prepare Prod Database - with increased size

Page 21: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• User Story– “One or more sentences in the everyday or business

language of the end user or user of a system that captures what a user does or needs to do as part of his or her job function.”

– Similar to a Work Package

– Syntax should be:• “Title: A name for the user story• As a (user or persona)• I want to (take this action)• So that (I get this benefit)• When I (take this action), this happen (description of action)”

User Story

Page 22: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Sprint Cycle (Sprint)– “A ‘time-boxed’ effort, usually less than 30 days.”– “Within each sprint, the development team develops and

tests a functional part of the product until the product owner accepts it and the functionality becomes potentially shippable product.”

• When one sprint finishes, another one starts.

Sprint Cycle

Page 23: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Backlog– “An ordered list of requirements that describes what must

be done in order to successfully deliver a viable product.– It can consist of items such as features, bug fixes, non-

functional requirements, technical work, and knowledge acquisition.

– Requirements at this level are very light weight, understandable, and often are in User Story format.”

Backlog

Page 24: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

• Agile Meetings– Sprint Planning

• A meeting in which the team prioritizes the Product Backlog, and selects the work to be done from that Backlog

– Daily Standup• A brief, 15 minute or less meeting with the goal of continuously aligning

the team as to what will be completed during the day, and if any blockers exist

– Sprint Reviews• Held on the last day of the Sprint designed to review the work that was

completed and the planned work that was not completed– Sprint Retrospectives

• held after the sprint review to identify lessons learned during the previous sprint

Meetings

Blockers – anything that will prevent the resource from accomplishing the task (e.g. other priorities, personal time off)

Page 25: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

Sprint Review

Sprint Review

Sprint Review

2-week SprintDevelopment and Testing

DailyStandup

Readouts

Kickoff Meeting

Agile Development Processes

Go/No-GoDecision

Implement in Production

Plan and Initiate Workstream

Plan and Initiate WorkstreamScrum Master, Development

Owner, Key Stakeholders

• Define purpose and goals• Set Milestones• Determine approach• Create initial backlog of

known features and infrastructure

• Highlight known risks• Identify Team Members and

Participants

ReadoutsKickoff Meeting

Participants plus Exec Stakeholders

Kickoff MeetingS.M., Product Owners,

SME’s, S3 Rep, Dev Owner, Marketing,

Compliance, Training, Liaisons

Backlog Add, Revise, Groom and Prioritize

Prod Owners, SMEs, S.M., Dev Owner, S3 Rep

Backlog Grooming & Relative Prioritization

Prod Owners, S.M.’s, Lead Architect, Dev Owner

Sprint PlanningScrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev

Resources Plus Product Owners

2-Week Sprint & Daily Standups

Scrum Teams and Testers

Sprint Review S.M., Product

Owners, Dev Owner, Lead Test

Go/No-Go Decision Prod Owners, S.M., Dev Owner, S3 Rep

Retrospectives

Development Process

Page 26: Agile 101 For Organizations - CUNA Councils...Scrum Team – S.M.’s, Lead Testers, Dev Owners ,Dev Resources Plus Product Owners 2-Week Sprint & Daily Standups Scrum Teams and Testers

Questions?Presented by:Gordie Ellison, MBA, PMPDigital Strategy Program ManagerOpen Technology Solutions, LLC8085 S. Chester St. Ste 100Centennial CO [email protected]