pm role in a lean and agile world - rev2
DESCRIPTION
Lagging project manager, Leading project manager, andTRANSCRIPT
The PM Role in a Lean and Agile World
NA14AGL04
Dr. Dave CorneliusDM, MBA, PMP, PMI-ACP, CSP, SSBB, ITIL v3KNOLSHARE.ORG
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only.
PM Role in a Lean and Agile World
PM Role in a Lean and Agile World
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Networking & Establish Networking & Establish Teams Teams
• 2 minutes of networking
• Establish your team
PM Role in a Lean and Agile World
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Learning OutcomeLearning Outcome• Play a change agent role in the lean and agile transformation
• Discern your agile PM role: Strategic, Leading, or Lagging
• Become a valued contributor: Scaled Agile Framework (SAFe).
• Interact and share knowledge in your teams today!
PM Role in a Lean and Agile World
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PM Role Not Identified as an PM Role Not Identified as an Agile RoleAgile Role
• Scrum: PM responsibilities assigned to team members
• PMI (2012) stated our value as:1. Leadership
2. Team building
3. Motivation
4. Communication
5. Influencing
6. Decision making
7. Political and cultural awareness
8. Negotiation
9. Trust building
10.Conflict management
11.Coaching
PM Role in a Lean and Agile World
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Remember the Good Old Remember the Good Old Days?Days?
• Project Manager - the project leader
• The Project Management Institute stated, “the role of the project
manager is to lead the team that is responsible for achieving the
project objectives” (PMBOK Guide, 5th Ed.)
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How Did I Get How Did I Get Here?Here?• And you may find yourself living in a lean and
agile world
• And you may find yourself in uncertainty
• And you may find yourself in a new role
• And you may find yourself in a beautiful place,
with a beautiful life
• And you may ask yourself, Well...How did I get
here?
Yogi Berra once said, when you arrive at the fork in the road, take it!
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What is Lean What is Lean Thinking?Thinking?
• Embraces kaizen or continual improvement
• Eliminates delays/waste
• Maximizes the value stream
• Balances flow/work in progress (WIP)
• Streamlines pull/customer demand
• Applies the Plan-Do-Check-Act Method
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What is Agile What is Agile Thinking?Thinking?
• Delivers customer value through iterative steps
• Frequent collaboration - engages people in the value stream
• Inspects and adapts
• Responds to change
• Embraces continual improvement through retrospectives
• Applies the Plan-Do-Inspect-Adapt Method
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Enabling ChangeEnabling Change
• Assess change readiness
• Communicate the need for change
• Develop sponsorship roadmap
• Provide training to enable change
• Create change communities
• Collaborate for sustaining change
Will you be the leader Enabling or Resisting change?
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Scaled Agile Framework Scaled Agile Framework (SAFe)(SAFe)
• Enterprise Scrum
• Customer engagement
• Organization alignment
• Inspect and adapt
• Team engagement
• Transparent behaviors
• Improved time to market
• Responsiveness to change
•
SAFe enterprise agile model. Copyright 2014 by Scaled Agile, Inc. Reprinted with permission.
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PM Roles in a Lean & Agile PM Roles in a Lean & Agile WorldWorld
• Lagging PM
– Explains the past
– Responds to change by applying corrective actions
Strategic PM
Leading PM
Lagging PM
• Leading PM
– Charts the future; anticipate and prevent issues
– Leads and indicate organizational change
– Plans cross-functional team dependencies
• Strategic PM
– Enables future innovations
– Facilitates organization alignment
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only.
Why Redefine PM Role?
• Identify the value the PM provides
• Match existing PM knowledge with future roles
• Increase the PM awareness and need for change
• Assist the PM with a transition plan
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Lagging PMLagging PMLagging PM
Initiating Planning Executing Monitoring & Learning
Closing
Product Owner
Release plan User stories planning
User story grooming
Product Performance
Approve user stories closure
Scrum Master
Team workshops
Sprint planning
Frequent collaboration
Team performance
Close Sprint
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Lagging PM ValueLagging PM Value
• Product Owner Value:
– Prioritized work for the team
– Finished work demonstrated to customers
• Scrum Master Value:
– Consistent team velocity
– Areas identified for continual improvement
– Mitigated risks
Lagging PM
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only.
Team Collaboration 1Lagging PM Workshop Assignment
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Um-Um-Good Business CaseUm-Um-Good Business Case
• Um-Um-Good Cookies receives input from customers for each year
’s exotic cookie flavors.
• Only the right cookie flavors can be selected to ensure the a profit
and support the grass-roots customer loyalty program.
• As a Strategic, Leading, and/or Lagging PM you will identify and
discuss your role to support the organization’s selection, oversight,
and execution to produce the next customer driven flavors for 2015.
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Lagging PM Workshop Lagging PM Workshop AssignmentAssignment
• Identify and discuss the top 3 activities that you believe
the PM is best qualified to perform that can add value in
producing customer value to satisfy the next customer-
driven exotic cookie flavors.
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Lagging PM
• Get in small teams and do the following:
– Write ideas on Post-It notes
– Post them on the big sheet of paper
– Group ideas to create themes
More Role and Process details: WWW.ScaledAgileFramework.com
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Lagging PM Knowledge Lagging PM Knowledge SharingSharing
• Share your learning’s about the Lagging PM
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Lagging PM
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Leading PMLeading PM
• Charts the future; anticipating and preventing issues
• Leads and indicates organizational change
• Plans cross-functional team’s dependencies during planning activities
• Roles:
1. Release Train Engineer – Accountable for release-level planning outcome
2. Release Manager – Accountable for product release to market
3. Product Owner – Accountable for prioritized work for the team
4. Scrum Master – Accountable for team Scrum practice
5. Scrum of Scrum Masters – Accountable for team dependency integration
6. Coach – Enables the transition from non-agile to agile and lean thinking
Leading PM
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ScrumXP Engagement: ScrumXP Engagement: Leading PMLeading PM
Leading PM
Initiating Planning Executing Monitoring & Learning
Closing
Product Owner
Release plan
Features planning
Featuresgrooming
Inspect & Adapt
Product release announcement
Scrum Master
Team workshops
PSIplanning
Frequent collaboration
Dependencies & risks
Close release
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Program Engagement: Program Engagement: Leading PMLeading PM
Leading PM
Initiating Planning Executing Monitoring & Learning
Closing
Release Manager
Environmentrequirements
Release activities
Product builds
Defect metrics Product release
Release Train Engineer
Stakeholdersengagement
Release Train Event (RTE)
Frequent collaboration
Dependencies & risks
Release train
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Leading PM ValueLeading PM Value
• Servant Leader - enables the teams to self-organize and
excel
• Release Manager – releases quality product to market
• Release Train Engineer (RTE) - escalates impediments,
risks, and coaches program-level continual improvement
• Product Owner - prioritize work for the team
• Scrum Master - coaches the transformation from non-
agile practices to agile and lean thinking
Leading PM
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only.
Team Collaboration 2:Leading PM Workshop Assignment
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Um-Um-Good Business CaseUm-Um-Good Business Case
• Um-Um-Good Cookies receives input from customers for each year
’s exotic cookie flavors.
• Only the right cookie flavors can be selected to ensure the
company makes a profit and support the grass root customer
loyalty program.
• As a Strategic, Leading, and/or Lagging PM you will identify and
discuss your role to support the organization’s selection, oversight,
and execution to produce the next customer driven flavors for 2015.
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Leading PM Workshop Leading PM Workshop AssignmentAssignment• Identify and discuss the top 3 activities that aligns with Agile
practices.
• Identify and discuss the top 3 activities that make you valuable to
the project.
• Plan deliverables to meet the next customer driven exotic cookie
flavors expectations.
Leading PM
• Get in small teams and do the following:
– Write ideas on Post-It notes
– Post them on the big sheet of paper
– Group ideas to create themes
More Role and Process details: WWW.ScaledAgileFramework.com
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Leading PM Knowledge Leading PM Knowledge SharingSharing
• Share your learning’s about the Leading PMLeading PM
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Strategic PMStrategic PMStrategic PM
Initiating Planning Executing Monitoring & Learning Closing
Project Portfolio Manager
Strategy • Business objectives
• Portfolio Kanban board
• Epic success criteria
• Voice of customer
• Value streams
• Lean portfolio metrics• Epic burn-up report• Epic progress report
Business & Architecture Epics
Investment funding
• Investment themes
• Budgets • Cost analysis• Enterprise balanced
scorecard
Investment themes
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Portfolio Lean MetricsPortfolio Lean Metrics
• Tracks the investment themes progress
1. Add cloud computing as a customer value
2. Expand products to
EMEA markets
3. Common architecture
across systems
Investment Themes
Stakeholders: Continue, adjust, or kill initiatives
Net Promoter Score
Net Promoter Score
ROIROI
IRRIRR
Quality MetricsQuality Metrics
Cost MetricsCost Metrics
Epics Progress
Epics Progress
Metrics & Learnings
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Strategic PM ValueStrategic PM Value
• Customer driven business and architecture initiatives
(epics)
• Market competition response
• Compliance demands
• Internal innovations (business and/or architecture epics)
• Financial market volatility response
Strategic PM
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only.
Team Collaboration 3Strategic PM Workshop Assignment
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Um-Um-Good Business CaseUm-Um-Good Business Case
• Um-Um-Good Cookies receives input from customers for each year
’s exotic cookie flavors.
• Only the right cookie flavors can be selected to ensure the
company makes a profit and support the grass root customer
loyalty program.
• As a Strategic, Leading, and/or Lagging PM you will identify and
discuss your role to support the organization’s selection, oversight,
and execution to produce the next customer driven flavors for 2015.
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Strategic PM Workshop Strategic PM Workshop AssignmentAssignment
• Identify and discuss the top 3 activities that are vital to
your project for delivering customer value.
• Identify and discuss the top 3 activities you perform that
make you valuable to the project.
Strategic PM
• Get in small teams and do the following:
– Write ideas on Post-It notes
– Post them on the big sheet of paper
– Group ideas to create themes
More Role and Process details: WWW.ScaledAgileFramework.com
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Strategic PM Knowledge Strategic PM Knowledge SharingSharing
• Share your learning’s about the Strategic PM
Strategic PM
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What did you What did you learn?learn?
• Lagging PM
– Explains the past
– Responds to change by applying corrective actions
Strategic PM
Leading PM
Lagging PM
• Leading PM
– Charts the future; anticipate and prevent issues
– Leads and indicate organizational change
– Plans cross-functional team dependencies
• Strategic PM
– Enables future innovations
– Facilitates organization alignment
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ConclusionConclusion• The PM has a role in the Scaled Agile Framework (SAFe)
• The PMP gave us life skills beyond a corporate role
• We may have to chart our role in the lean and agile world
• Strive to be better corporate citizens
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InquiriesInquiries• Is there anything I’ve said that I can elaborate on?
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ReferencesReferences• Scaled Agile Framework: http://www.scaledagileframework.com/
• A is for Agile, not Anarchy: http://www.agilenotanarchy.com
• Dr. Dave Cornelius: http://www.dave-cornelius.com
• 5Saturdays: http://www.5saturdays.org
• KNOLSHARE.ORG: http://www.knolshare.org
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Name: Dr. Dave Cornelius
E-mail: [email protected]
Other Contact Info:
• Web: www.Dave-Cornelius.com
• Twitter: @DrCorneliusInfo
• LinkedIn: www.linkedin.com/in/daveauck/
• Facebook: https://www.facebook.com/DrDaveCornelius
• Google+: google.com/+DaveCorneliusDrOrgLead
• University of Phoenix - School of Advanced Studies Affiliated
Contact Contact InformationInformation
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About Dr. Dave CorneliusAbout Dr. Dave Cornelius
• Purpose:
– Serve God by serving others
– Inspire continual learning
– Add value to individuals by enhancing their professional growth and development.
• University of Phoenix - School of Advanced Studies Affiliated