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Collaboration at Scale: Release Planning Tips and Techniques 11-Apr-2018

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Page 1: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Collaboration at Scale: Release Planning Tips and Techniques11-Apr-2018

Page 2: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Collaboration at Scale

Designed for Scrum-centric organizations with more than 10 Scrum teams, the Collaboration at Scale webinar series provides focused, outcome-driven solutions to collaboration problems faced by Product Owners, ScrumMasters, and Development Teams.

Produced by the Scrum Alliance and Conteneo, Inc., we’re proud of the many distinguished experts who will be joining our series.

Page 3: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

2-4 WEEK SPRINT

DAILY SCRUM MEETING

(EVERY 24 HOURS)

POTENTIALLY SHIPABLE PRODUCT INCREMENT

SPRINT BACKLOGPRODUCT BACKLOG

3

Common Scrum Challenges

Tech Debt

Release Planning

Roadmap

Retros

Liftoffs

Refining

Value/ ROI

Priorities

Depend-encies

Done, Done

CI/CD

TODAY:Release Planning Tips and

Techniques

May 2018:TBD

Page 4: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Agenda

4

John Heintz

Luke Hohmann

Special Sprints

Do the Basics

Every time!Intermediate Techniques

Advanced Techniques

Don’t forget: Distributed Team Release Planning: http://bit.ly/2GNtw6q

Page 5: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

What’s Your Tip?

You’re being interviewed for the job of the lead Scrum Master to a company who has 18 Scrum teams in 3 locations working on a mix of products.

How would you answer the following question?

What is one piece of advice that you can share to improve release planning?

We’ll collect and share your advice in the webinar follow-up!

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CHAT QUESTION

Page 6: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Do the Basics, Every Time!

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Page 7: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

A release plan is a high level plan

for achieving releasable value

(typically across multiple sprints).

In other words… “Release” means “customers and stakeholders can use it – it is in production…”

Page 8: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Backlogs, Teams, Plans, Integrations

8

Jan 2017 CAS: Distributed Team Release Planning: http://bit.ly/2GNtw6q

Page 9: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

End of Plan Integration (don’t try this)

Time

Bu

sin

ess V

alu

e

Cost

Copyright 2011, John Heintz, Gist Labs

Value

analyze design develop test release

9

Page 10: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

End of Plan Integration (don’t try this)

Time

Bu

sin

ess V

alu

e

Cost

Copyright 2011, John Heintz, Gist Labs

Value

analyze design develop test release

10

Page 11: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Meaningful Integration

11The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development (p. 165)

Page 12: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Flag the Risky Things (pink sticky flags)

12

The team is struggling to estimate this

item.

This item is critical to a sales

deal!

Page 13: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Churn: How Much Will Change?

13

No Learning… Not enough planning

Page 14: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Include a Buffer

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We recommend one buffer Sprint for every 5 planned Sprints.

Sometimes two!

BUFFER!

Page 15: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Intermediate Techniques

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Page 16: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Market Rhythms and Release Value

Value

To C

usto

mer

s,

Par

tner

s, th

e B

usin

ess

Low

Val

ueH

igh

Valu

e

TimeWhen should we release?

Q1 Q2 Q3 Q4

B2B Retail Software

B2C (Facebook, MMOs)

Toys (with spikes)

Page 17: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Shape of Releases

Sprint Sprint Sprint SprintSprint Sprint

SprintSprint Sprint SprintSprint

Sprint Sprint Sprint Sprint Sprint… Buffer Push

Enterprise

Chunk

Flow

Service

Bigger/Infrequent Market-Facing Releases

Absolutely Reliable Date-Driven Releases

Sprint Sprint Sprint Sprint Sprint Sprint

Irregular Releases Based on “Chunks” of Value

Release Every Sprint or “Continuously”

Release

Page 18: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Which Shape is Best?

Enterprise

Designed to hit market windows defined in roadmaps, Enterprise projects have release plans consisting of multiple sprints based on thorough release planning. Maps nicely to traditional PMI-style project management. Emphasizes learning and adjustment.

ServiceDate-driven projects with heavy up front planning; closely associated with service platforms.

ChunkShorter, irregular release cycles based on “chunk” of business value that are pushed to production is ready. Intense interactions with PO and team. Closely aligned with Lean Kanban and startups.

FlowContinuous release cycles (release after every Sprint); continuous planning. Backlogs need MORE grooming.

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Page 19: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Explicit Dependencies, Handoffs

Team 1

Team 2

Team 3

Sprint 1 Sprint 2 Sprint 3 Sprint 4

A

A

A

A AA

A

A

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Page 20: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Explicit Dependencies, Collaborative

Team 1

Team 2

Team 3

Sprint 1 Sprint 2 Sprint 3 Sprint 4

A

A

AA A

A

Cross team

Collab

Cross team

Collab

Cross team

Collab

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Page 21: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Start in the RED – Work to Green

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Page 22: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Advanced Techniques

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Page 23: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Assuming resources are constant, which best describes your environment?

• Scope and schedule are fixed• Scope can change – schedules are fixed• Scope is fixed – schedules can change• Scope and schedules evolve together

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POLL QUESTION

Page 24: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

The Cone of Uncertainty

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Page 25: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Measure Uncertainty, Quantify Risk

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Page 26: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Ensure Implementation Matches Needs

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Page 27: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Set Your Release Quality Level

A predetermined quality level that sets expectations regarding the intrinsic and extrinsic quality of a release.

Intrinsic Quality Extrinsic Quality

5 • Everything certified!• Lots of automation!

5 • Customers will rave about this!

4 • All new stuff tested by QA• Full regression testing

4 • Consistency very high• Simple and sophisticated tasks

3 • All new stuff tested by QA• Almost full regression testing

3 • Documented• Complete for basic tasks

2 • Most new stuff tested by QA• Partial regression tested

2 • Not documented• Complete for basic tasks

1 • Not tested by QA• Not regression tested

1 • Not documented • Possibly incomplete

Page 28: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Innovate, Try, Risk, Learn, Reward

• Your competition is innovating• The best way to learn is try things• Not everything will work smoothly• Accept some failures to reach greater success

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Page 29: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Special Sprints

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Page 30: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Entropy Reduction

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We start here… Over time we end up here! So we create a sprint to get back to here!

A Sprint designed to reduce “the state of disorder in our code”..

Page 31: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Little Things Add Up

A Sprint designed to handle the “little things” that get deferred in the product.

At Conteneo we tend to have one of these about every 6 – 9 months.

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John Robert Wooden (October 14, 1910 – June 4, 2010) was an American basketball player and head coach at the University of California at Los Angeles. Nicknamed the "Wizard of Westwood," he won ten NCAA national championships in a 12-year period as head coach at UCLA, including a record seven in a row.

Page 32: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Prune the Features

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http://bit.ly/try-ptpt

A Sprint designed to remove functionality that just isn’t working or is obviated.

These are not refactorings, but instead explicit removal of features.

It helps if you can monitor feature use!

Page 33: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Design Spikes (Design Sprints)

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https://www.smashingmagazine.com/2012/11/design-spikes-fit-big-picture-ux-agile-development/

A design spike is a bubble of time during which the designers and potentially other team members focus primarily on design questions. [They] give UX teams a framework to conduct big-picture design within the Scrum process. They allow for comprehensive design bubbles that focus on holistic issues, rather than the granular design concerns that scrum sprints sometimes emphasize.

Page 34: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Which special sprint would have the greatest impact?

• Entropy Reduction• Little Things Add Up• Prune the Features• Design Spikes

34

Multi-Select POLL QUESTION

Page 35: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Summary

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Page 36: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Basics Intermediate AdvancedBacklogs & Teams

Meaningful Integration

Flag Risky Things

Discuss Your Churn

Buffers!

Market Rhythms

Select Your Shape

Explicit Dependencies

Work Red to Green

Explicit Quality

Measure Uncertainty and Risk

Include Some Innovation

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Special SprintsLittle Things Add Up, Design Sprints, Entropy Reduction,

Page 37: Collaboration at Scale: Release Planning Tips and Techniques and...The Lean Machine: How Harley-Davidson Drove Top-Line Growth and Profitability with Revolutionary Lean Product Development

Thank you for attending

Our next webinar will be Six Tips for Effective Product Ownership at a Distance.

Luke Hohmannconteneo.co

John Heintzaptage.com