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An approach to align portfolio, programs and teams in the Agile way. 
FromtheVisionto theWorkingSoftware and backAccomplishment of the Strategic Goals 
Johnny Ordóñez
In a company where I had the opportunity to visit, members from Executive staff told me about three main needs that they have and want achieve urgently...
Now, We have three main needs 
•Alignthe entire company effort to the accomplishment of the strategic goals. 
•Predict(at high level) what we can deliver for planned releases until 2014. 
•Measurethe progress on organizational strategic goals.
Okay, my proposal...
Time 
Be better 
Today, We’re here
Time 
Be better 
Today, We’re here 
And We want be here
Time 
Be better 
Today, We’re here 
And We want be here 
Vision
Time 
Be better 
Today, We’re here 
And We want be here 
Vision 
Strategy
Time 
Be better 
Today, We’re here 
And We want be here 
Vision 
Strategy 
Strategic Goals 
Revenues 
Positioning 
Operative efficiency 
Competitiveness
Execution 
Time 
Be better 
Today, We’re here 
And We want be here 
Vision 
Strategy 
Strategic Goals 
Revenues 
Positioning 
Operative efficiency 
Competitiveness 
Portfolio 
Program 
Teams
Time 
Be better 
Today, We’re here 
And We want be here 
Vision 
Strategy 
Strategic Goals 
Revenues 
Positioning 
Operative efficiency 
Competitiveness 
Portfolio 
Program 
Teams 
Guide 
Inform 
2 
3 
Execution 
1
1. Strategy
Strategy –Customer centric vs Product centric 
New Products 
Present Products 
Present Customers 
New Customers 
Create 
(Disruptive) 
Manage 
(Maintain) 
Adapt 
(Evolutionary) 
Extend 
(Evolutionary)
Strategy –Customer centric vs Product centric 
New Products 
Present Products 
Present Customers 
New Customers 
Create 
(Disruptive) 
Manage 
(Maintain) 
Adapt 
(Evolutionary) 
Extend 
(Evolutionary)
Strategy –Customer centric vs Product centric 
New Products 
Present Products 
Present Customers 
New Customers 
Create 
(Disruptive) 
Manage 
(Maintain) 
Adapt 
(Evolutionary) 
Extend 
(Evolutionary)
Strategy –Customer centric vs Product centric 
New Products 
Present Products 
Present Customers 
New Customers 
Create 
(Disruptive) 
Manage 
(Maintain) 
Adapt 
(Evolutionary) 
Extend 
(Evolutionary)
Strategy –Customer centric vs Product centric 
New Products 
Present Products 
Present Customers 
New Customers 
Create 
(Disruptive) 
Manage 
(Maintain) 
Adapt 
(Evolutionary) 
Extend 
(Evolutionary) 
Product N 
Product1 
Product2 
Product3 
Product4 
Product5 
Product6
Strategy and Execution 
Strategy 
Execution 
Vision 
Structure 
Visibility
Why, What and How 
Portfolio 
Program 
Teams 
What? 
How? 
Why?
2. Guide
1. Define strategic goals 
•IncreasetheValueShare 
•Increaserevenuesin a sustainableway 
•Modernizeproductportfolio 
•Keepattendingourcustomers 
•Attendto new customers 
•Be perceivedas a greatplace to work 
•New configurable, customizableand adaptable product
2. Prioritize the strategic goals 
Business Value 
New Value for the Organization 
Customer Value 
Value for our Customers 
Hi 
Low 
Low 
Hi
2. Prioritize the strategic goals 
Business Value 
New Value for the Organization 
Customer Value 
Value for our Customers 
Hi 
Low 
Low 
Hi
2. Prioritize the strategic goals 
Business Value 
New Value for the Organization 
Customer Value 
Value for our Customers 
Hi 
Low 
Low 
Hi
3. Order the strategic goals by priority 
Business Value 
New Value for the Organization 
Customer Value 
Value for our Customers 
Hi 
Low 
Low 
Hi 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 5 
GOAL 8 
GOAL 9 
GOAL 7 
GOAL 6 
GOAL 3
3. Order the strategic goals by priority 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
+ 
- 
Priority
4. Create an Epic with an explicit anchor to a strategic goal 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E4 
E5 
E6 
E1 
E2 
E3 
E4 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
Approved & Prioritized Epics 
Analysis Funnel 
Light Business Case 
Finance return 
Potential ROI 
Budget/Costs 
E2 
E3
5. Decompose into features 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’
6. Estimate new features 
Product Team gives Business Value estimates. 
Committee / Dev Team gives Effort estimates.
6.1. Estimate new features –Business Value 
Product Team 
7 +/-2 people 
Product Managers 
Product Owners 
Business/Epic Owners (optional) 
PM 
PO 
PO 
PO 
PM 
Using Business Value points 
Planning Poker 
Business Value Game 
Value Sliders 
Fibonacci sequence 
3 pts 
5 pts 
8 pts 
13 pts 
20 pts 
40 pts 
100 pts
6.1. Estimate new features –Cost of Delay 
Product Team 
7 +/-2 people 
Product Managers 
Product Owners 
Business/Epic Owners (optional) 
Using Cost of Delay points 
Fibonacci sequence by each variable 
Time Criticality 
User| Business Value 
Cost of Delay 
RiskReduction| 
OpportunityEnablementValue 
= 
+ 
+
6.1. Estimate new features –Business Value or Cost of Delay 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
18 
24 
18 
35 
25 
48 
23 
10 
34 
21 
31
6. Estimate new features –Effort 
Estimating Committee 
7 +/-2 people 
Teams representatives (until 5) 
Architects representatives 
Operations representatives 
Team 
Team 
Team 
Architect 
DevOps 
Using T-Shirt Sizes 
Middle abstraction level 
Planning Poker 
Story Points equivalence (adjustable in time) 
XS => 5 pts 
S=> 8 pts 
M=> 13 pts 
L=> 30 pts 
XL=> 40 pts 
XXL=> 100 pts
6. Estimate new features –Effort 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
10 
50 
25 
18 
35 
25 
48 
23 
10 
34 
21 
18 
24 
18 
35 
25 
48 
23 
10 
34 
21 
31
7. Prioritize features – Maximize the ROI 
ROI  
How many value I will get? 
How much I pay to create this 
value? 
Businesses move and take decisions based on ROI.
7. Prioritize features – Maximize the ROI 
ROI  
Σ Business Value points 
Σ Effort Points 
Businesses move and take decisions based on ROI.
7,0% 
13,0% 
16,0% 
19,0% 
45,0% 
Always 
Often 
Regularly 
Rarely 
Never 
7. Prioritize features –Maximize the ROI 
Chaos Report 2011, Standish Group 
80% of the business value is located at 20% of the features (Pareto). 
Find the 20%. 
Features used in a Typical Software System 
20% 
Rarely/ 
Neverused 
Always/ Oftenused 
64%
7. Prioritize features –Maximize the ROI
7. Prioritize features –Maximize the ROI 
Business Value 
Effort 
+ 
- 
+ 
-
7. Prioritize features –Maximize the ROI 
Business Value 
Effort 
+ 
- 
+ 
- 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’
7. Prioritize features –Maximize the ROI 
Business Value 
Effort 
+ 
- 
+ 
- 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
1 
2 
3 
4
7. Prioritize features –Qualitative valuation
8. Check dependencies across the program 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
10 
50 
25 
18 
35 
25 
48 
23 
10 
34 
21 
18 
24 
18 
35 
25 
48 
23 
10 
34 
21 
31
9. Reorganize the features 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
10 
50 
25 
18 
35 
25 
48 
23 
10 
34 
21 
18 
24 
18 
35 
25 
48 
23 
10 
34 
21 
31 
+ 
- 
Priority 
- 
Priority
10. Set the Release Plan by real capacity 
What’s real velocity of our teams right now? 
What’s the capacity of our organization? 
How are evolving our teams? 
Determine the organizational capacity doing a tracking of the real and historical performance by each team. Real velocity is equal to the number of story points delivered by sprint; not calculated.
10.1 Determining the team real velocity 
TEAM 1 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
0 
1 
2 
3 
4 
5 
6 
7 
8 
9 
Sprint 1 
Sprint 2 
Sprint 3 
Sprint 4 
Sprint 5 
Delivered Story Points
10.1 Determining the team real velocity 
TEAM 1 
Average = 5 pts 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
0 
1 
2 
3 
4 
5 
6 
7 
8 
9 
Sprint 1 
Sprint 2 
Sprint 3 
Sprint 4 
Sprint 5 
Delivered Story Points 
Average = 5 pts
10.1 Determining the team real velocity 
TEAM 1 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
0 
1 
2 
3 
4 
5 
6 
7 
8 
9 
Sprint 1 
Sprint 2 
Sprint 3 
Sprint 4 
Sprint 5 
Delivered Story Points 
Average = 5 pts 
2 pts 
2 pts 
Average = 5 pts 
Standard Deviation = 2 pts
10.1 Determining the team real velocity 
TEAM 1 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
0 
1 
2 
3 
4 
5 
6 
7 
8 
9 
Sprint 1 
Sprint 2 
Sprint 3 
Sprint 4 
Sprint 5 
Delivered Story Points 
Average = 5 pts 
2 pts 
2 pts 
Average = 5 pts 
Standard Deviation = 2 pts 
Best case = 7 pts 
Expected case = 5 pts 
Worst case = 3 pts 
Best case = 7 pts 
Worst case = 3 pts
10.1 Determining the team real velocity 
TEAM 1 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
7pts 
Points 
Average = 5 pts 
Standard Deviation = 2 pts 
Best case = 7 pts 
Expected case = 5 pts 
Worst case = 3 pts 
Time Fixed 
Week 1 
Week 2 
5 pts 
3pts
10.1 Determining the team real velocity 
TEAM 1 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
10 pts 
Points 
Average = 5 pts 
Standard Deviation = 2 pts 
Best case = 7 pts 
Expected case = 5 pts 
Worst case = 3 pts 
Scope Fixed 
Week 1 
Week 2 
Week 2 + X Days 
Week 2 + X + Y days 
7 pts
10.1 Determining the team real velocity 
TEAM 1 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
Points 
Average = 5 pts 
Standard Deviation = 2 pts 
Best case = 7 pts 
Expected case = 5 pts 
Worst case = 3 pts 
Velocity in the time 
Sprint 1 
Sprint 2 
Sprint 3 
Sprint 4
53 Private & Confidential 
10.1 Determining the team real velocity 
TEAM 1 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
Average = 5 pts 
Standard Deviation = 2 pts 
Best case = 7 pts 
Expected case = 5 pts 
Worst case = 3 pts 
Real Velocity = 5 pts (Expected) 
Select a velocity depending on scenario (perception) 
Scenarios: Optimist, Expected or Pessimist
10.1 Determining the team real velocity 
TEAM 1 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
Average = 5 pts 
Standard Deviation = 2 pts 
Best case = 7 pts 
Expected case = 5 pts 
Worst case = 3 pts 
Add a risk perspective 
Dispersion or Risk Factor: Rotation, Vacations, Sick, Unplanned 
Real Velocity = 5 pts (Expected) 
Select a velocity depending on scenario (perception) 
Scenarios: Optimist, Expected or Pessimist 
Dispersion Factor = Size of Loss (points) * % Probability 
= 2 pts * 30 % = 0,6 pts
10.1 Determining the team real velocity 
TEAM 1 
Sprint 
DeliveredStoryPoints 
Sprint1 
8 
Sprint 2 
5 
Sprint3 
3 
Sprint 4 
5 
Sprint5 
6 
Average = 5 pts 
Standard Deviation = 2 pts 
Best case = 7 pts 
Expected case = 5 pts 
Worst case = 3 pts 
Add a risk perspective 
Dispersion or Risk Factor: Rotation, Vacations, Sick, Unplanned 
Real Velocity = 5 pts (Expected) 
Select a velocity depending on scenario (perception) 
Scenarios: Optimist, Expected or Pessimist 
Dispersion Factor = Size of Loss (points) * % Probability 
= 2 pts * 30 % = 0,6 pts 
Velocity to 
projections = Real Velocity –Dispersion Factor 
= 5 –0.6 pts = 4.4 => 4 pts 
Velocity to 
projections = 4 pts
10.2 Determining real velocity for all teams 
COMPANY CAPACITY 
Team 
VelocitybySprint 
VelocitybyMonth 
VelocitybyRelease 
(4 months) 
Team1 
4 
8 
32 
Team2 
5 
10 
40 
Team3 
2 
4 
16 
Team4 
2 
4 
16 
TeamN 
4 
8 
32 
Organizational Capacity* = 136 pts by release
10.2 Determining real velocity for all teams 
COMPANY CAPACITY 
Team 
VelocitybySprint 
VelocitybyMonth 
VelocitybyRelease 
(4 months) 
Team1 
4 
8 
32 
Team2 
5 
10 
40 
Team3 
2 
4 
16 
Team4 
2 
4 
16 
TeamN 
4 
8 
32 
Organizational Capacity* = 136 pts by release 
*Organizational velocity is reviewed and assessed at the end of each sprint; this moves the release line to adjust the new capacity.
10.2 Determining real velocity for all teams 
The idea is create a Pull system that is limited by our actual capacity (Kanban) .
10.3 Put the release lines by capacity 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
10 
50 
25 
18 
35 
25 
48 
23 
10 
34 
21 
136 pts 
136 pts 
Dec 2014 
Abr2015 
Dec 2015 
299 Points
10.3 Put the release lines by capacity 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
10 
50 
25 
18 
35 
25 
48 
23 
10 
34 
21 
136 pts 
136 pts 
Dec 2014 
Abr2015 
Dec 2015 
299 Points
10.4 Move Features, fit them about capacity. 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
10 
50 
25 
18 
35 
25 
48 
23 
10 
34 
21 
136 pts 
136 pts 
Dec 2014 
Abr2015 
Dec 2015 
157 Points
10.4 Move Features, fit them about capacity. 
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
10 
50 
25 
18 
35 
25 
48 
23 
10 
34 
21 
136 pts 
136 pts 
Dec 2014 
Abr2015 
Ago 2015 
132 Points
3. Inform
Inform 
Inform = Measuring + Visual Management 
Valuable Metrics Artifacts 
PMO Reporting 
Transparency 
Information Radiator 
Visual Tracking
Measuring 
Focus on accomplishmentof goals , predictability, technical excellence and quality.
Composition of Goal-based metrics 
GOAL 1
Composition of Goal-based metrics 
GOAL 1 
E3 
E4
Composition of Goal-based metrics 
GOAL 1 
E3 
E4 
50% 
50%
Composition of Goal-based metrics 
GOAL 1 
E3 
F4 
E4 
F1 
F2 
F3 
50% 
50% 
10 
20 
10 
50
Composition of Goal-based metrics 
GOAL 1 
E3 
F4 
E4 
F1 
F2 
F3 
50% 
50% 
10 
20 
10 
50 
20% 
10% 
60% 
90 pts 
100% 
10%
Composition of Goal-based metrics 
GOAL 1 
E3 
F4 
E4 
F1 
F2 
F3 
50% 
50% 
10 
20 
10 
50 
20% 
10% 
60% 
90 pts 
100% 
10%
Composition of Goal-based metrics 
GOAL 1 
E3 
F4 
E4 
F1 
F2 
F3 
50% 
50% 
10 
20 
10 
50 
20% 
20% 
10% 
60% 
H1 
H2 
H3 
5 
2 
3 
10% 
50% 
30% 
90 pts 
100%
Composition of Goal-based metrics 
GOAL 1 
E3 
F4 
E4 
F1 
F2 
F3 
50% 
50% 
10 
20 
10 
50 
20% 
20% 
10% 
60% 
H1 
H2 
H3 
5 
2 
3 
10% 
50% 
30% 
90 pts 
100%
Composition of Goal-based metrics 
GOAL 1 
E3 
F4 
E4 
F1 
F2 
F3 
50% 
50% 
10 
20 
10 
50 
20% 
20% 
10% 
60% 
H1 
H2 
H3 
5 
2 
3 
10% 
50% 
30% 
90 pts 
100% 
 
Done 
How much the goal is completed?
Composition of Goal-based metrics 
GOAL 1 
E3 
F4 
E4 
F1 
F2 
F3 
50% 
50% 
10 
20 
10 
50 
20% 
20% 
10% 
60% 
H1 
H2 
H3 
5 
2 
3 
10% 
50% 
30% 
90 pts 
100% 
 
Done 
How much the goal is completed? 
Goal completion = 50% * 10% * 50 %= 2,5 % 
Epic completion = 50% * 10% = 5 % 
Feature completion = 50% = 50 % 
Story 
Feature 
Epic
Progress on Strategic Goals 
0 
1 
2 
3 
4 
5 
6 
7 
8 
G1 
G2 
G3 
G4 
G5 
StrategicGoalscompletion 
To Do 
Done
Goalsvs Epics 
GOAL 1 
E3 
30% 
2/4 
E1 
1/3 
GOAL 2 
E1’ 
45% 
3/3 
E2’ 
2/3 
GOAL N 
E1’’ 
100% 
4/4 
E2’’ 
3/3 
E3’ 
0/3
Goalsvs Epics 
GOAL 1 
E3 
30% 
2/4 
E1 
1/3 
GOAL 2 
E1’ 
45% 
3/3 
E2’ 
2/3 
GOAL N 
E1’’ 
100% 
4/4 
E2’’ 
3/3 
E3’ 
0/3 
+ 
- 
Priority 
- 
Priority
Epicsvs Features 
E3 
2/4 
F1 
3/3 
10 points 
100% 
F2 
2/2 
20 points 
100% 
F3 
0/3 
10 points 
0% 
F4 
4/4 
50 points 
0% 
E1 
4/4 
F1’’ 
3/3 
10 points 
100% 
F2’’ 
2/2 
20 points 
100% 
E5 
2/4 
F1’’ 
3/3 
10 points 
100% 
F2’’ 
2/2 
20 points 
100% 
F3’’ 
0/3 
10 points 
0% 
F4’’ 
4/4 
50 points 
0%
Epicsvs Features 
E3 
2/4 
F1 
3/3 
10 points 
100% 
F2 
2/2 
20 points 
100% 
F3 
0/3 
10 points 
0% 
F4 
4/4 
50 points 
0% 
E1 
4/4 
F1’’ 
3/3 
10 points 
100% 
F2’’ 
2/2 
20 points 
100% 
E5 
2/4 
F1’’ 
3/3 
10 points 
100% 
F2’’ 
2/2 
20 points 
100% 
F3’’ 
0/3 
10 points 
0% 
F4’’ 
4/4 
50 points 
0% 
+ 
- 
Priority 
- 
Priority
ReleaseBurndownChart 
Points 
Sprint 1 
Sprint 2 
Sprint 3 
Sprint 4 
136 Points
ReleaseBurnUpChart 
Scope 
Story Points 
Sprint 1 
Sprint 2 
Sprint 3 
Sprint 4 
Trend 
Best Velocity 
Worst Velocity 
Cumulative progress
Work by Team (Features by Team) 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F2’’ 
F1’ 
F2’ 
F3’ 
10 
25 
18 
35 
25 
23 
34 
TEAM 1 
TEAM 2 
25 Points 
TEAM 3 
77 Points 
58 Points
Work by Team (Stories by Team) 
F2 
F3 
F1 
F4 
H1 
H2 
H3’’’ 
H2’’ 
H1’ 
H2’ 
H3’ 
10 
25 
18 
35 
25 
23 
34 
TEAM 1 
TEAM 2 
25 Points 
TEAM 3 
77 Points 
58 Points
AssessingPredictability 
85 Private & Confidential 
Teams can plan, coordinate and delivery predictably enough to make a release level commitment. 
Does the team deliver the functionality it intended each iteration? 
Has the team established a stable velocity? 
Is working, tested, remediated code being delivered frequently? 
Does the team have everything expected to perform the work each iteration? 
Does the team have the confidence they will deliver the functionality expected for the release? 
Story Ratio 
Velocity Variance 
Cycle Time 
Resource Availability 
Release Confidence
MetricsforAgile Teams 
METRIC 
SUCCESS CRITERIA 
TREND 
Story Completion Ratio 
The goal is help teams become predictable in their estimating. 
> 90% Stories Committed / Delivered 
80% -90% Stories Committed / Delivered 
< 80% Stories Committed / Delivered 
Velocity Variance 
The goal is help teams become stable in their velocity. 
20% of Variance of last 3 sprints 
40% of Variance of last 3 sprints 
40%+ of Variance of last 3 sprints 
Cycle Time / Ready to Release 
There should not be more than 4 weeks work of throughput active in a team from Ready to Delivered. 
<2 weeks 
2 weeks –4 weeks 
>4 weeks
MetricsforAgile Teams(continuation) 
METRIC 
SUCCESS CRITERIA 
TREND 
Resource Availability 
Is the team getting the resource available that was planned?. We need an indication when planned resources aren’t available. 
Resources are available as planned 
2 off planned resource availability 
3+ off planned resource availability 
On time release confidence 
Teams should be able to roughly estimate and identity risks and dependencies sufficiently that can make and keep release commitments. 
Team is very confident 
Team is challenge 
Release can’t be delivered 
QA Ratio / % Technical Debt 
Automated Tests / Total Test or Code Coverage or % Technical Debt. 
> 90% Automated Tests / Total Tests 
80% -90% Automated Tests / Total Tests 
< 80% Automated Tests / Total Tests
Artifactsformeasuringand tracking
Artifactsformeasuringand tracking
GOAL 1 
GOAL 4 
GOAL 2 
GOAL 3 
E1 
E2 
E3 
E4 
E5 
F1 
F2 
F3’’’ 
F1’’ 
F2’’ 
F3 
F1’ 
F2’ 
F3’ 
F1’’’ 
F2’’’ 
136 pts 
136 pts 
Dec 2014 
Abr2015 
Dec 2015 
132 Points 
Artifactsformeasuringand tracking
Artifactsforplanningand tracking 
PortfolioBacklog 
Implementing 
Done 
Accepted 
Analysis 
Planned 
Implementation 
Done 
Deployed 
StoryBacklog 
TaskBacklog 
In Progress 
TaskDone 
StoryDone 
E3 
F1 
H1 
F2 
F3 
H2 
H3 
H4 
Portfolio 
Program 
Teams
Artifactsforplanningand tracking 
PortfolioBacklog 
Implementing 
Done 
Accepted 
Analysis 
Planned 
Implementation 
Done 
Deployed 
StoryBacklog 
TaskBacklog 
In Progress 
TaskDone 
StoryDone 
E3 
F1 
H1 
F2 
F3 
H2 
H3 
H4 
Portfolio 
Program 
Teams 
KANBAN 
SCRUM 
KANBAN
KaizenThinking–ContinuousImprovement 
Guide 
Prioritize 
Execute 
Measure 
Learn
KaizenThinking–ContinuousImprovement 
Guide 
Prioritize 
Execute 
Measure 
Learn 
Plan 
Do 
Check 
Act
Now, We have three main needs and three tools 
•Alignthe entire company effort to the accomplishment of the strategic goals: Goal-based priorization. 
•Predict(at high level) what we can deliver for planned releases until 2014: Release Planning based on current capacity. 
•Measurethe progress on organizational strategic goals:Valuable metrics and artifacts.
"A good plan violently executed now is better than a perfect plan executed next week." 
-George S. Patton
Teaching an Elephant to Dance or Scaling Agile to Large Project Teams 
References 
Teaching an Elephant to Dance or Scaling Agile to Large Project Teams 
http://www.slideshare.net/VersionOne/teaching-an-elephant-to-dance 
Agile FeaturesPrioritization 
http://www.targetprocess.com/blog/2005/10/agile-features-prioritization.html 
WSJF 
http://scaledagileframework.com/wsjf/
Thankyou 
@JohnnyOrdonez 
Agile Consultant& Trainer

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From the Vision to the working software and back

  • 1. An approach to align portfolio, programs and teams in the Agile way. FromtheVisionto theWorkingSoftware and backAccomplishment of the Strategic Goals Johnny Ordóñez
  • 2. In a company where I had the opportunity to visit, members from Executive staff told me about three main needs that they have and want achieve urgently...
  • 3. Now, We have three main needs •Alignthe entire company effort to the accomplishment of the strategic goals. •Predict(at high level) what we can deliver for planned releases until 2014. •Measurethe progress on organizational strategic goals.
  • 5. Time Be better Today, We’re here
  • 6. Time Be better Today, We’re here And We want be here
  • 7. Time Be better Today, We’re here And We want be here Vision
  • 8. Time Be better Today, We’re here And We want be here Vision Strategy
  • 9. Time Be better Today, We’re here And We want be here Vision Strategy Strategic Goals Revenues Positioning Operative efficiency Competitiveness
  • 10. Execution Time Be better Today, We’re here And We want be here Vision Strategy Strategic Goals Revenues Positioning Operative efficiency Competitiveness Portfolio Program Teams
  • 11. Time Be better Today, We’re here And We want be here Vision Strategy Strategic Goals Revenues Positioning Operative efficiency Competitiveness Portfolio Program Teams Guide Inform 2 3 Execution 1
  • 13. Strategy –Customer centric vs Product centric New Products Present Products Present Customers New Customers Create (Disruptive) Manage (Maintain) Adapt (Evolutionary) Extend (Evolutionary)
  • 14. Strategy –Customer centric vs Product centric New Products Present Products Present Customers New Customers Create (Disruptive) Manage (Maintain) Adapt (Evolutionary) Extend (Evolutionary)
  • 15. Strategy –Customer centric vs Product centric New Products Present Products Present Customers New Customers Create (Disruptive) Manage (Maintain) Adapt (Evolutionary) Extend (Evolutionary)
  • 16. Strategy –Customer centric vs Product centric New Products Present Products Present Customers New Customers Create (Disruptive) Manage (Maintain) Adapt (Evolutionary) Extend (Evolutionary)
  • 17. Strategy –Customer centric vs Product centric New Products Present Products Present Customers New Customers Create (Disruptive) Manage (Maintain) Adapt (Evolutionary) Extend (Evolutionary) Product N Product1 Product2 Product3 Product4 Product5 Product6
  • 18. Strategy and Execution Strategy Execution Vision Structure Visibility
  • 19. Why, What and How Portfolio Program Teams What? How? Why?
  • 21. 1. Define strategic goals •IncreasetheValueShare •Increaserevenuesin a sustainableway •Modernizeproductportfolio •Keepattendingourcustomers •Attendto new customers •Be perceivedas a greatplace to work •New configurable, customizableand adaptable product
  • 22. 2. Prioritize the strategic goals Business Value New Value for the Organization Customer Value Value for our Customers Hi Low Low Hi
  • 23. 2. Prioritize the strategic goals Business Value New Value for the Organization Customer Value Value for our Customers Hi Low Low Hi
  • 24. 2. Prioritize the strategic goals Business Value New Value for the Organization Customer Value Value for our Customers Hi Low Low Hi
  • 25. 3. Order the strategic goals by priority Business Value New Value for the Organization Customer Value Value for our Customers Hi Low Low Hi GOAL 1 GOAL 4 GOAL 2 GOAL 5 GOAL 8 GOAL 9 GOAL 7 GOAL 6 GOAL 3
  • 26. 3. Order the strategic goals by priority GOAL 1 GOAL 4 GOAL 2 GOAL 3 + - Priority
  • 27. 4. Create an Epic with an explicit anchor to a strategic goal GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E4 E5 E6 E1 E2 E3 E4 GOAL 1 GOAL 4 GOAL 2 GOAL 3 Approved & Prioritized Epics Analysis Funnel Light Business Case Finance return Potential ROI Budget/Costs E2 E3
  • 28. 5. Decompose into features GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’
  • 29. 6. Estimate new features Product Team gives Business Value estimates. Committee / Dev Team gives Effort estimates.
  • 30. 6.1. Estimate new features –Business Value Product Team 7 +/-2 people Product Managers Product Owners Business/Epic Owners (optional) PM PO PO PO PM Using Business Value points Planning Poker Business Value Game Value Sliders Fibonacci sequence 3 pts 5 pts 8 pts 13 pts 20 pts 40 pts 100 pts
  • 31. 6.1. Estimate new features –Cost of Delay Product Team 7 +/-2 people Product Managers Product Owners Business/Epic Owners (optional) Using Cost of Delay points Fibonacci sequence by each variable Time Criticality User| Business Value Cost of Delay RiskReduction| OpportunityEnablementValue = + +
  • 32. 6.1. Estimate new features –Business Value or Cost of Delay GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 18 24 18 35 25 48 23 10 34 21 31
  • 33. 6. Estimate new features –Effort Estimating Committee 7 +/-2 people Teams representatives (until 5) Architects representatives Operations representatives Team Team Team Architect DevOps Using T-Shirt Sizes Middle abstraction level Planning Poker Story Points equivalence (adjustable in time) XS => 5 pts S=> 8 pts M=> 13 pts L=> 30 pts XL=> 40 pts XXL=> 100 pts
  • 34. 6. Estimate new features –Effort GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 10 50 25 18 35 25 48 23 10 34 21 18 24 18 35 25 48 23 10 34 21 31
  • 35. 7. Prioritize features – Maximize the ROI ROI  How many value I will get? How much I pay to create this value? Businesses move and take decisions based on ROI.
  • 36. 7. Prioritize features – Maximize the ROI ROI  Σ Business Value points Σ Effort Points Businesses move and take decisions based on ROI.
  • 37. 7,0% 13,0% 16,0% 19,0% 45,0% Always Often Regularly Rarely Never 7. Prioritize features –Maximize the ROI Chaos Report 2011, Standish Group 80% of the business value is located at 20% of the features (Pareto). Find the 20%. Features used in a Typical Software System 20% Rarely/ Neverused Always/ Oftenused 64%
  • 38. 7. Prioritize features –Maximize the ROI
  • 39. 7. Prioritize features –Maximize the ROI Business Value Effort + - + -
  • 40. 7. Prioritize features –Maximize the ROI Business Value Effort + - + - F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’
  • 41. 7. Prioritize features –Maximize the ROI Business Value Effort + - + - F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 1 2 3 4
  • 42. 7. Prioritize features –Qualitative valuation
  • 43. 8. Check dependencies across the program GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 10 50 25 18 35 25 48 23 10 34 21 18 24 18 35 25 48 23 10 34 21 31
  • 44. 9. Reorganize the features GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 10 50 25 18 35 25 48 23 10 34 21 18 24 18 35 25 48 23 10 34 21 31 + - Priority - Priority
  • 45. 10. Set the Release Plan by real capacity What’s real velocity of our teams right now? What’s the capacity of our organization? How are evolving our teams? Determine the organizational capacity doing a tracking of the real and historical performance by each team. Real velocity is equal to the number of story points delivered by sprint; not calculated.
  • 46. 10.1 Determining the team real velocity TEAM 1 Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 0 1 2 3 4 5 6 7 8 9 Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Delivered Story Points
  • 47. 10.1 Determining the team real velocity TEAM 1 Average = 5 pts Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 0 1 2 3 4 5 6 7 8 9 Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Delivered Story Points Average = 5 pts
  • 48. 10.1 Determining the team real velocity TEAM 1 Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 0 1 2 3 4 5 6 7 8 9 Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Delivered Story Points Average = 5 pts 2 pts 2 pts Average = 5 pts Standard Deviation = 2 pts
  • 49. 10.1 Determining the team real velocity TEAM 1 Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 0 1 2 3 4 5 6 7 8 9 Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Delivered Story Points Average = 5 pts 2 pts 2 pts Average = 5 pts Standard Deviation = 2 pts Best case = 7 pts Expected case = 5 pts Worst case = 3 pts Best case = 7 pts Worst case = 3 pts
  • 50. 10.1 Determining the team real velocity TEAM 1 Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 7pts Points Average = 5 pts Standard Deviation = 2 pts Best case = 7 pts Expected case = 5 pts Worst case = 3 pts Time Fixed Week 1 Week 2 5 pts 3pts
  • 51. 10.1 Determining the team real velocity TEAM 1 Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 10 pts Points Average = 5 pts Standard Deviation = 2 pts Best case = 7 pts Expected case = 5 pts Worst case = 3 pts Scope Fixed Week 1 Week 2 Week 2 + X Days Week 2 + X + Y days 7 pts
  • 52. 10.1 Determining the team real velocity TEAM 1 Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 Points Average = 5 pts Standard Deviation = 2 pts Best case = 7 pts Expected case = 5 pts Worst case = 3 pts Velocity in the time Sprint 1 Sprint 2 Sprint 3 Sprint 4
  • 53. 53 Private & Confidential 10.1 Determining the team real velocity TEAM 1 Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 Average = 5 pts Standard Deviation = 2 pts Best case = 7 pts Expected case = 5 pts Worst case = 3 pts Real Velocity = 5 pts (Expected) Select a velocity depending on scenario (perception) Scenarios: Optimist, Expected or Pessimist
  • 54. 10.1 Determining the team real velocity TEAM 1 Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 Average = 5 pts Standard Deviation = 2 pts Best case = 7 pts Expected case = 5 pts Worst case = 3 pts Add a risk perspective Dispersion or Risk Factor: Rotation, Vacations, Sick, Unplanned Real Velocity = 5 pts (Expected) Select a velocity depending on scenario (perception) Scenarios: Optimist, Expected or Pessimist Dispersion Factor = Size of Loss (points) * % Probability = 2 pts * 30 % = 0,6 pts
  • 55. 10.1 Determining the team real velocity TEAM 1 Sprint DeliveredStoryPoints Sprint1 8 Sprint 2 5 Sprint3 3 Sprint 4 5 Sprint5 6 Average = 5 pts Standard Deviation = 2 pts Best case = 7 pts Expected case = 5 pts Worst case = 3 pts Add a risk perspective Dispersion or Risk Factor: Rotation, Vacations, Sick, Unplanned Real Velocity = 5 pts (Expected) Select a velocity depending on scenario (perception) Scenarios: Optimist, Expected or Pessimist Dispersion Factor = Size of Loss (points) * % Probability = 2 pts * 30 % = 0,6 pts Velocity to projections = Real Velocity –Dispersion Factor = 5 –0.6 pts = 4.4 => 4 pts Velocity to projections = 4 pts
  • 56. 10.2 Determining real velocity for all teams COMPANY CAPACITY Team VelocitybySprint VelocitybyMonth VelocitybyRelease (4 months) Team1 4 8 32 Team2 5 10 40 Team3 2 4 16 Team4 2 4 16 TeamN 4 8 32 Organizational Capacity* = 136 pts by release
  • 57. 10.2 Determining real velocity for all teams COMPANY CAPACITY Team VelocitybySprint VelocitybyMonth VelocitybyRelease (4 months) Team1 4 8 32 Team2 5 10 40 Team3 2 4 16 Team4 2 4 16 TeamN 4 8 32 Organizational Capacity* = 136 pts by release *Organizational velocity is reviewed and assessed at the end of each sprint; this moves the release line to adjust the new capacity.
  • 58. 10.2 Determining real velocity for all teams The idea is create a Pull system that is limited by our actual capacity (Kanban) .
  • 59. 10.3 Put the release lines by capacity GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 10 50 25 18 35 25 48 23 10 34 21 136 pts 136 pts Dec 2014 Abr2015 Dec 2015 299 Points
  • 60. 10.3 Put the release lines by capacity GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 10 50 25 18 35 25 48 23 10 34 21 136 pts 136 pts Dec 2014 Abr2015 Dec 2015 299 Points
  • 61. 10.4 Move Features, fit them about capacity. GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 10 50 25 18 35 25 48 23 10 34 21 136 pts 136 pts Dec 2014 Abr2015 Dec 2015 157 Points
  • 62. 10.4 Move Features, fit them about capacity. GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 10 50 25 18 35 25 48 23 10 34 21 136 pts 136 pts Dec 2014 Abr2015 Ago 2015 132 Points
  • 64. Inform Inform = Measuring + Visual Management Valuable Metrics Artifacts PMO Reporting Transparency Information Radiator Visual Tracking
  • 65. Measuring Focus on accomplishmentof goals , predictability, technical excellence and quality.
  • 66. Composition of Goal-based metrics GOAL 1
  • 67. Composition of Goal-based metrics GOAL 1 E3 E4
  • 68. Composition of Goal-based metrics GOAL 1 E3 E4 50% 50%
  • 69. Composition of Goal-based metrics GOAL 1 E3 F4 E4 F1 F2 F3 50% 50% 10 20 10 50
  • 70. Composition of Goal-based metrics GOAL 1 E3 F4 E4 F1 F2 F3 50% 50% 10 20 10 50 20% 10% 60% 90 pts 100% 10%
  • 71. Composition of Goal-based metrics GOAL 1 E3 F4 E4 F1 F2 F3 50% 50% 10 20 10 50 20% 10% 60% 90 pts 100% 10%
  • 72. Composition of Goal-based metrics GOAL 1 E3 F4 E4 F1 F2 F3 50% 50% 10 20 10 50 20% 20% 10% 60% H1 H2 H3 5 2 3 10% 50% 30% 90 pts 100%
  • 73. Composition of Goal-based metrics GOAL 1 E3 F4 E4 F1 F2 F3 50% 50% 10 20 10 50 20% 20% 10% 60% H1 H2 H3 5 2 3 10% 50% 30% 90 pts 100%
  • 74. Composition of Goal-based metrics GOAL 1 E3 F4 E4 F1 F2 F3 50% 50% 10 20 10 50 20% 20% 10% 60% H1 H2 H3 5 2 3 10% 50% 30% 90 pts 100%  Done How much the goal is completed?
  • 75. Composition of Goal-based metrics GOAL 1 E3 F4 E4 F1 F2 F3 50% 50% 10 20 10 50 20% 20% 10% 60% H1 H2 H3 5 2 3 10% 50% 30% 90 pts 100%  Done How much the goal is completed? Goal completion = 50% * 10% * 50 %= 2,5 % Epic completion = 50% * 10% = 5 % Feature completion = 50% = 50 % Story Feature Epic
  • 76. Progress on Strategic Goals 0 1 2 3 4 5 6 7 8 G1 G2 G3 G4 G5 StrategicGoalscompletion To Do Done
  • 77. Goalsvs Epics GOAL 1 E3 30% 2/4 E1 1/3 GOAL 2 E1’ 45% 3/3 E2’ 2/3 GOAL N E1’’ 100% 4/4 E2’’ 3/3 E3’ 0/3
  • 78. Goalsvs Epics GOAL 1 E3 30% 2/4 E1 1/3 GOAL 2 E1’ 45% 3/3 E2’ 2/3 GOAL N E1’’ 100% 4/4 E2’’ 3/3 E3’ 0/3 + - Priority - Priority
  • 79. Epicsvs Features E3 2/4 F1 3/3 10 points 100% F2 2/2 20 points 100% F3 0/3 10 points 0% F4 4/4 50 points 0% E1 4/4 F1’’ 3/3 10 points 100% F2’’ 2/2 20 points 100% E5 2/4 F1’’ 3/3 10 points 100% F2’’ 2/2 20 points 100% F3’’ 0/3 10 points 0% F4’’ 4/4 50 points 0%
  • 80. Epicsvs Features E3 2/4 F1 3/3 10 points 100% F2 2/2 20 points 100% F3 0/3 10 points 0% F4 4/4 50 points 0% E1 4/4 F1’’ 3/3 10 points 100% F2’’ 2/2 20 points 100% E5 2/4 F1’’ 3/3 10 points 100% F2’’ 2/2 20 points 100% F3’’ 0/3 10 points 0% F4’’ 4/4 50 points 0% + - Priority - Priority
  • 81. ReleaseBurndownChart Points Sprint 1 Sprint 2 Sprint 3 Sprint 4 136 Points
  • 82. ReleaseBurnUpChart Scope Story Points Sprint 1 Sprint 2 Sprint 3 Sprint 4 Trend Best Velocity Worst Velocity Cumulative progress
  • 83. Work by Team (Features by Team) E1 E2 E3 E4 E5 F1 F2 F3’’’ F2’’ F1’ F2’ F3’ 10 25 18 35 25 23 34 TEAM 1 TEAM 2 25 Points TEAM 3 77 Points 58 Points
  • 84. Work by Team (Stories by Team) F2 F3 F1 F4 H1 H2 H3’’’ H2’’ H1’ H2’ H3’ 10 25 18 35 25 23 34 TEAM 1 TEAM 2 25 Points TEAM 3 77 Points 58 Points
  • 85. AssessingPredictability 85 Private & Confidential Teams can plan, coordinate and delivery predictably enough to make a release level commitment. Does the team deliver the functionality it intended each iteration? Has the team established a stable velocity? Is working, tested, remediated code being delivered frequently? Does the team have everything expected to perform the work each iteration? Does the team have the confidence they will deliver the functionality expected for the release? Story Ratio Velocity Variance Cycle Time Resource Availability Release Confidence
  • 86. MetricsforAgile Teams METRIC SUCCESS CRITERIA TREND Story Completion Ratio The goal is help teams become predictable in their estimating. > 90% Stories Committed / Delivered 80% -90% Stories Committed / Delivered < 80% Stories Committed / Delivered Velocity Variance The goal is help teams become stable in their velocity. 20% of Variance of last 3 sprints 40% of Variance of last 3 sprints 40%+ of Variance of last 3 sprints Cycle Time / Ready to Release There should not be more than 4 weeks work of throughput active in a team from Ready to Delivered. <2 weeks 2 weeks –4 weeks >4 weeks
  • 87. MetricsforAgile Teams(continuation) METRIC SUCCESS CRITERIA TREND Resource Availability Is the team getting the resource available that was planned?. We need an indication when planned resources aren’t available. Resources are available as planned 2 off planned resource availability 3+ off planned resource availability On time release confidence Teams should be able to roughly estimate and identity risks and dependencies sufficiently that can make and keep release commitments. Team is very confident Team is challenge Release can’t be delivered QA Ratio / % Technical Debt Automated Tests / Total Test or Code Coverage or % Technical Debt. > 90% Automated Tests / Total Tests 80% -90% Automated Tests / Total Tests < 80% Automated Tests / Total Tests
  • 90. GOAL 1 GOAL 4 GOAL 2 GOAL 3 E1 E2 E3 E4 E5 F1 F2 F3’’’ F1’’ F2’’ F3 F1’ F2’ F3’ F1’’’ F2’’’ 136 pts 136 pts Dec 2014 Abr2015 Dec 2015 132 Points Artifactsformeasuringand tracking
  • 91. Artifactsforplanningand tracking PortfolioBacklog Implementing Done Accepted Analysis Planned Implementation Done Deployed StoryBacklog TaskBacklog In Progress TaskDone StoryDone E3 F1 H1 F2 F3 H2 H3 H4 Portfolio Program Teams
  • 92. Artifactsforplanningand tracking PortfolioBacklog Implementing Done Accepted Analysis Planned Implementation Done Deployed StoryBacklog TaskBacklog In Progress TaskDone StoryDone E3 F1 H1 F2 F3 H2 H3 H4 Portfolio Program Teams KANBAN SCRUM KANBAN
  • 94. KaizenThinking–ContinuousImprovement Guide Prioritize Execute Measure Learn Plan Do Check Act
  • 95. Now, We have three main needs and three tools •Alignthe entire company effort to the accomplishment of the strategic goals: Goal-based priorization. •Predict(at high level) what we can deliver for planned releases until 2014: Release Planning based on current capacity. •Measurethe progress on organizational strategic goals:Valuable metrics and artifacts.
  • 96. "A good plan violently executed now is better than a perfect plan executed next week." -George S. Patton
  • 97. Teaching an Elephant to Dance or Scaling Agile to Large Project Teams References Teaching an Elephant to Dance or Scaling Agile to Large Project Teams http://www.slideshare.net/VersionOne/teaching-an-elephant-to-dance Agile FeaturesPrioritization http://www.targetprocess.com/blog/2005/10/agile-features-prioritization.html WSJF http://scaledagileframework.com/wsjf/
  • 98. Thankyou @JohnnyOrdonez Agile Consultant& Trainer