lean estimation and planning workshop

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LEAN ESTIMATION & PLANNING IANCARROLL.COM Image credit: Trish2, http://trish2.deviantart.com/art/Crystal-Ball-1- 48409990 @Caza_no7

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I ran this 2hr workshop at Lean Agile Scotland in September 2014. These slides are complimented by practical hands-on exercises to help participants learn the basic essentials of planning and tracking a Lean or Agile software delivery. How long will it take? How much will it cost? The two questions that constantly haunt development teams. This session is in two parts. Part one is how to estimate before the project has even started - normally in the context of when you're building the business case to secure funding for the project to proceed. Part two then covers the detail of how to size, estimate, plan, and track progress once funding has been secured and the project has started. This is an instructor led hands-on workshop where attendees will work out how much a phantom project will cost and when it will be complete.

TRANSCRIPT

Page 1: Lean estimation and planning workshop

LEAN ESTIMATION & PLANNING

IANCARROLL.COMImage credit: Trish2, http://trish2.deviantart.com/art/Crystal-Ball-1-48409990

@Caza_no7

Page 2: Lean estimation and planning workshop

IAN

CA

RR

OL

L.C

OM

 

ABOUT ME:I’m a Transformation Ninja, not an Agile Coach or a Project Manager

I run a Code Club every Tuesday afternoon teaching 9-11yr old kids how to code

Software Development is my life but I don’t code any more

@Caza_no7

Page 3: Lean estimation and planning workshop

LEAN ESTIMATION & PLANNING

IANCARROLL.COMImage credit: Trish2, http://trish2.deviantart.com/art/Crystal-Ball-1-48409990

@Caza_no7

Page 4: Lean estimation and planning workshop

PART 1

Page 5: Lean estimation and planning workshop

CONVERSATION #1

How long will it take?

Page 6: Lean estimation and planning workshop

CONVERSATION #1

How long will it take?

Page 7: Lean estimation and planning workshop

CONVERSATION #1

How long will it take?

Page 8: Lean estimation and planning workshop

CONVERSATION #2

THE MANAGER

THE DEVELOPER

Vs

How much will it cost?

Page 9: Lean estimation and planning workshop
Page 10: Lean estimation and planning workshop

Expected benefit? £ ______.__

Write down one form of benefit per

post-it note

Page 11: Lean estimation and planning workshop

Expected benefit? £ ______.__

Maximum investment?£ _____.__

ROI

1,000,000

250,000

Page 12: Lean estimation and planning workshop

1 x PM4 x Dev1 x BA1 x QA1 x UX

1 x PM1 x TL12 x Dev2 x BA2 x QA1 x UX1 x DBA

2 x Dev1 x BA/QA

£300/day/person

55 weeks

20 weeks

8 weeks

Maximum investment?£ _____.__250,000

10 Wks 20 Wks 30 Wks 40 Wks 50 Wks 60 Wks 70 Wks

Window of opportunity

Page 13: Lean estimation and planning workshop

HOW MUCH WILL IT COST?HOW LONG WILL IT TAKE?

WHAT IS IT?

Page 14: Lean estimation and planning workshop

PART 2

Page 15: Lean estimation and planning workshop

1Business Vision

2Customer Experience

3Technical Vision

4Story Writing

5Sizing

6Planning

INCEPTION / DISCOVERY

Page 16: Lean estimation and planning workshop

FEATURE 2FEATURE 1FEATURE 1 FEATURE 3 FEATURE 4 FEATURE 5 FEATURE 6

R1

R2

R3

R4

R 5

INCEPTION OUTPUT

Page 17: Lean estimation and planning workshop

SMALL MEDIUM LARGE X-LARGE

STORY SIZING

Page 18: Lean estimation and planning workshop

SMALL (1) MEDIUM (2) LARGE (4) X-LARGE (8)

VELOCITY ESTIMATION

2 WEEKS 2 WEEKS 2 WEEKS 2 WEEKS 2 WEEKS

2 WEEKS 2 WEEKS 2 WEEKS 2 WEEKS 2 WEEKS

8 7 9 8 99 7 1

013

9~9pts per 2 weeks, 116pts

total, how long?

Page 19: Lean estimation and planning workshop

1 x PM4 x Dev1 x BA1 x QA1 x UX

1 x PM1 x TL12 x Dev2 x BA2 x QA1 x UX1 x DBA

2 x Dev1 x BA/QA

£300/day/person

55 weeks

20 weeks

8 weeks

Maximum investment?£ _____.__250,000

10 Wks 20 Wks 30 Wks 40 Wks 50 Wks 60 Wks 70 Wks

Window of opportunity

Post inception view

Page 20: Lean estimation and planning workshop

GO OR NO GO?

Page 21: Lean estimation and planning workshop

DOING DONETO DO

1 2 3 4 5 6 7 8

5

10

15

20

25

30

35

# C

ard

s

Iteration # (1 week iterations)

Total Scope

Velocity

Estimated

Forecast

Page 22: Lean estimation and planning workshop

1/10/2

014

1/15/2

014

1/20/2

014

1/25/2

014

1/30/2

014

2/4/2

014

2/9/2

014

2/14/2

014

2/19/2

014

2/24/2

014

3/1/2

014

3/6/2

014

3/11/2

014

3/16/2

014

3/21/2

014

3/26/2

014

3/31/2

014

4/5/2

014

4/10/2

014

4/15/2

014

4/20/2

014

4/25/2

014

4/30/2

014

5/5/2

014

5/10/2

014

5/15/2

014

5/20/2

014

5/25/2

014

5/30/2

014

6/4/2

014

6/9/2

014

6/14/2

014

6/19/2

0140

10

20

30

40

50

60

70

80

Total Scopes-curve

Page 23: Lean estimation and planning workshop

VARIATION (RISK)

Page 24: Lean estimation and planning workshop

The Coin Game

Worker

Manager

WorkerManager

ManagerWorker

ManagerWorker

Customer

1

2 3

4

Page 25: Lean estimation and planning workshop

#NoEstimates

Page 26: Lean estimation and planning workshop

SUMMARY

OUTPUTVS

OUTCOME

IANCARROLL.COM@Caza_no7