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Julia Godwin – Director DSDM Consortium
                                     1
We’ll look at…
• How we got here
• Some definitions Some questions Some answers
• Typical Gates              •   Project Planning and Monitoring
• Annual vs Agile            •   Support for Estimating
  Portfolio Management       •   Resource Management
• Portfolio Prioritisation   •   Stakeholder Engagement
• Change control of          •   Standards for Methods and Tools
  requirements
                             •   Knowledge Management
• KPIs for Agile work
                             •   The Place to Go
• Quality Management
                                                            2
How we got here

• Brief background

• Why DSDM?

• The team

• Our scope:
  Implications for a PMO of Agile approaches



                                               3
Some Definitions

• Our P in PMO stands for Projects
• Three scenarios where Agile PMOs are needed:
  1. Agile approaches are the norm – the PMO is new

  2. The PMO is being driven by the use of Agile approaches

  3. The PMO is promoting Agile approaches




                                                        4
Questions to answer
PMO specialists ask:
  1. How do we cope with less precise business cases?
  2. How do we prioritise projects against each other if
       you can’t tell in advance what the benefits are?
  3. How can this work in our regulated industry?
  4. How do we recognise and report that an Agile
       project is going wrong?
  5. How do we align seemingly ad hoc Agile project reporting
       with our time-based governance?

We would add:
  6. How could we make the life of Agile project easier and quicker
       while also serving the needs of the organisation?
                                                                5
Some answers to…
1. How do we cope with less precise business cases?
1.
2. How do we prioritise projects against each other if you can’t
   tell in advance what the benefits are?
3. How can this work in our regulated industry?
4. How do we recognise and report that an Agile project is going
   wrong?
5. How do we align seemingly ad hoc Agile project reporting with
   our time-based governance?
6. How could we make the life of Agile projects easier and quicker
   while also serving the needs of the organisation?


                                                               6
Gated Review Processes
Typical Gates
1. Permission to
   investigate an idea
2. Permission to build a
   Business Case
3. Business Case
   approval – go ahead
4. Permission to test
   deliverables
5. Permission to deliver
6. Project closure


                                     7
Annual vs. Agile Portfolio Management
      Factor                           Annual                                         Agile

Basis for funding     The known state of the organisation at the The known state of the organisation at any
decisions             end of the financial year and the          point during the financial year
                      prediction for the next year
Capacity for change   Limited by the allocated budget            Enabled through continuous monitoring


Commitment to         “Once and for all” decisions made annually Discretionary funding decisions enabled
spend                                                            throughout the year

Use of funding        Potential for holding back on using          Funding used to the full when allocated to
                      resources early in the financial year,       move the organisation forward
                      because “they might be needed later”
Exceeding budgets     Reported at fixed points, e.g. quarterly –  Reported at the time when it becomes
                      leading to disaster recovery                apparent - enabling better control of
                                                                  financial risks
Benefits delivery     May well be aligned to the annual cycle for Aligned to the ability to deliver
                      ease of measurement and overall
                      governance
Risk assessment       Based on the known state at the start of    Based on the state of the portfolio in its
                      the financial year                          incremental delivery

                                                                                                               8
Some answers to…
1.   How do we cope with less precise business cases?

2. How do we prioritise projects against each other if you
     can’t tell in advance what the benefits are?
3.   How can this work in our regulated industry?
4.   How do we recognise and report that an Agile project is going wrong?
5.   How do we align seemingly ad hoc Agile project reporting with our
     time-based governance?
6.   How could we make the life of Agile projects easier and quicker while
     also serving the needs of the organisation?

                                                                         9
Portfolio Prioritisation
• Portfolio-level MoSCoW rules

   – Must have               – at the core of business change

   – Should have             – would be must have if there were
                               no issues with resourcing, etc.
                               (will be a Must Have soon!)

   – Could have              – icing on the organisational cake

   – Won’t have this time – accepted as valid Business Cases but
                            for later consideration

• Assessing individual project’s suitability to Agile approaches

                                                                   10
Some answers to…
1.   How do we cope with less precise business cases?
2.   How do we prioritise projects against each other if you can’t tell in
     advance what the benefits are?

3. How can this work in our regulated industry?
4.   How do we recognise and report that an Agile project is going wrong?
5.   How do we align seemingly ad hoc Agile project reporting with our
     time-based governance?
6.   How could we make the life of Agile projects easier and quicker while
     also serving the needs of the organisation?


                                                                             11
Change Control of Requirements - 1


      Rqmts




                        Rqmts




                                     12
Change Control of Requirements - 2

• Control changes to the breadth of requirements
  – not the depth
• Consider how to achieve
  – Reduction of current procedures
  – Elimination of as many approvals as possible
  – The lightest possible Change Control Form
  – Stakeholders involved throughout the project

• Monitor external dependencies

                                                   14
Some answers to…
1.   How do we cope with less precise business cases?
2.   How do we prioritise projects against each other if you can’t tell in
     advance what the benefits are?
3.   How can this work in our regulated industry?

4. How do we recognise and report that an Agile project is
     going wrong?
5.   How do we align seemingly ad hoc Agile project reporting with our
     time-based governance?
6.   How could we make the life of Agile projects easier and quicker while
     also serving the needs of the organisation?

                                                                             15
KPIs for Agile work

• Velocity – one team’s productivity
• Cycle time –
  from customer request received to solution delivered
• Boomerangs –
  things that bounce back from delivered solutions
• Customer involvement –
  time spent working on the project
• Customer satisfaction –
  captured during the project, e.g. at Timebox Reviews
                                                   16
Quality Management
• PMO needs to ascertain how the Agile quality
  principles below fit with corporate procedures, etc.

  – Excellent requirements evolved through facilitated
    workshops, etc.
  – Fitness for business purpose through continuous,
    consistent and focused customer involvement
  – Continuous review of the evolving solution and
    supporting documentation
  – Continuous validation and verification of the evolving and
    delivered solution through testing
  – Preservation of built-in quality through rigorous
    configuration management

                                                            17
Some answers to…
1.   How do we cope with less precise business cases?
2.   How do we prioritise projects against each other if you can’t tell in
     advance what the benefits are?
3.   How can this work in our regulated industry?
4.   How do we recognise and report that an Agile project is going
     wrong?

5. How do we align seemingly ad hoc Agile project
     reporting with our time-based governance?
6.   How could we make the life of Agile projects easier and quicker
     while also serving the needs of the organisation?

                                                                             18
Project Planning and Monitoring
• Gantt charts only go so far

• Need visible statement of what each Timebox will
  deliver (e.g. using MoSCoW rules)

• Project information is on walls, whiteboards, cards, …

• PMO can track what has/has not been delivered

• Tools used to store information on walls can help the
  PMO – but should not replace the walls
                                                     19
Support for Estimating: points to consider

• The horizon for estimates is much
    nearer than traditionally
• The accuracy of estimates improves as the
    detailed requirements emerge
• Historic data must be from Agile projects because
  – Project phases/activities will be different
    (especially evolutionary development)
  – Length of time on tasks different because of different
    communications
  – Level of customer involvement will be different
    (undertaking tasks not traditionally included in project plans)

                                                               20
Some answers to…
1. How do we cope with less precise business cases?
2. How do we prioritise projects against each other if you
   can’t tell in advance what the benefits are?
3. How can this work in our regulated industry?
4. How do we recognise and report that an Agile project is
   going wrong?
5. How do we align seemingly ad hoc Agile project
   reporting with our time-based governance?
6. How could we make the life of Agile projects easier and
   quicker while also serving the needs of the organisation?

                                                          21
Resource Management

• Fine-tuned processes for acquiring resources swiftly
  (not just people)
• Efficient HR systems (timely training, keeping skills
  up to date, employing contractors, etc.)

• Avoid context-switching for scarce human resource

• Include appropriate levels of customer participation
  in human resource plans

                                                      22
Stakeholder Engagement

• PMO business as usual, e.g. monitoring which
  projects/programmes dealing with whom

• PMO not part of the close engagement

• Potential PMO activities:
  –   Supporting efficient procedures for meeting rooms
  –   Briefing stakeholders
  –   Workshop kits
  –   Facilitation


                                                          23
Standards for methods and tools

• Tailoring guidelines –
  processes, products and roles

• Pocketbook lists criteria for tools to be selected
  for use in Agile projects




                                                   24
Knowledge management

• Agile knowledge may not be documented so
  remains local
• PMO could
  – Manage a central Agile library or wiki or…
  – Provide fast-track project mobilisation service
  – Manage a pool of Agile coaches
  – Facilitate knowledge sharing,
    e.g. through COPs, brown-bag lunches, …

                                                      25
focus on compliance
      Planning the transition to Agile PMO
                   focus on assurance
              dictatorial   collaborative    close to the business    distant from
             clerical    facilitative                 and projects    business or projects
          reactive proactive                            responsive to     avoiding change
                                                      business change     to projects
   bureaucratic   responsive
                                             The                 ensuring
   rule-based empowered                                                        staid and
administrators experts / advisors           Place              incremental
                                                                                traditional
                                                                 delivery
                                            to Go
 periodic spikes                                      encouraging small championing
                 continuous support
  of demand on                                                           “big bang”
                    & monitoring                       chunks of work
       projects
measures a significant   measures arising         respecting          doing it all (context-
overhead for projects      from projects            resource         switching for people,
                                                 constraints            pet projects, etc.)



                                                                                         26
www.dsdm.org
               27
Agile pmo brussels 2012

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Agile pmo brussels 2012

  • 1. Julia Godwin – Director DSDM Consortium 1
  • 2. We’ll look at… • How we got here • Some definitions Some questions Some answers • Typical Gates • Project Planning and Monitoring • Annual vs Agile • Support for Estimating Portfolio Management • Resource Management • Portfolio Prioritisation • Stakeholder Engagement • Change control of • Standards for Methods and Tools requirements • Knowledge Management • KPIs for Agile work • The Place to Go • Quality Management 2
  • 3. How we got here • Brief background • Why DSDM? • The team • Our scope: Implications for a PMO of Agile approaches 3
  • 4. Some Definitions • Our P in PMO stands for Projects • Three scenarios where Agile PMOs are needed: 1. Agile approaches are the norm – the PMO is new 2. The PMO is being driven by the use of Agile approaches 3. The PMO is promoting Agile approaches 4
  • 5. Questions to answer PMO specialists ask: 1. How do we cope with less precise business cases? 2. How do we prioritise projects against each other if you can’t tell in advance what the benefits are? 3. How can this work in our regulated industry? 4. How do we recognise and report that an Agile project is going wrong? 5. How do we align seemingly ad hoc Agile project reporting with our time-based governance? We would add: 6. How could we make the life of Agile project easier and quicker while also serving the needs of the organisation? 5
  • 6. Some answers to… 1. How do we cope with less precise business cases? 1. 2. How do we prioritise projects against each other if you can’t tell in advance what the benefits are? 3. How can this work in our regulated industry? 4. How do we recognise and report that an Agile project is going wrong? 5. How do we align seemingly ad hoc Agile project reporting with our time-based governance? 6. How could we make the life of Agile projects easier and quicker while also serving the needs of the organisation? 6
  • 7. Gated Review Processes Typical Gates 1. Permission to investigate an idea 2. Permission to build a Business Case 3. Business Case approval – go ahead 4. Permission to test deliverables 5. Permission to deliver 6. Project closure 7
  • 8. Annual vs. Agile Portfolio Management Factor Annual Agile Basis for funding The known state of the organisation at the The known state of the organisation at any decisions end of the financial year and the point during the financial year prediction for the next year Capacity for change Limited by the allocated budget Enabled through continuous monitoring Commitment to “Once and for all” decisions made annually Discretionary funding decisions enabled spend throughout the year Use of funding Potential for holding back on using Funding used to the full when allocated to resources early in the financial year, move the organisation forward because “they might be needed later” Exceeding budgets Reported at fixed points, e.g. quarterly – Reported at the time when it becomes leading to disaster recovery apparent - enabling better control of financial risks Benefits delivery May well be aligned to the annual cycle for Aligned to the ability to deliver ease of measurement and overall governance Risk assessment Based on the known state at the start of Based on the state of the portfolio in its the financial year incremental delivery 8
  • 9. Some answers to… 1. How do we cope with less precise business cases? 2. How do we prioritise projects against each other if you can’t tell in advance what the benefits are? 3. How can this work in our regulated industry? 4. How do we recognise and report that an Agile project is going wrong? 5. How do we align seemingly ad hoc Agile project reporting with our time-based governance? 6. How could we make the life of Agile projects easier and quicker while also serving the needs of the organisation? 9
  • 10. Portfolio Prioritisation • Portfolio-level MoSCoW rules – Must have – at the core of business change – Should have – would be must have if there were no issues with resourcing, etc. (will be a Must Have soon!) – Could have – icing on the organisational cake – Won’t have this time – accepted as valid Business Cases but for later consideration • Assessing individual project’s suitability to Agile approaches 10
  • 11. Some answers to… 1. How do we cope with less precise business cases? 2. How do we prioritise projects against each other if you can’t tell in advance what the benefits are? 3. How can this work in our regulated industry? 4. How do we recognise and report that an Agile project is going wrong? 5. How do we align seemingly ad hoc Agile project reporting with our time-based governance? 6. How could we make the life of Agile projects easier and quicker while also serving the needs of the organisation? 11
  • 12. Change Control of Requirements - 1 Rqmts Rqmts 12
  • 13. Change Control of Requirements - 2 • Control changes to the breadth of requirements – not the depth • Consider how to achieve – Reduction of current procedures – Elimination of as many approvals as possible – The lightest possible Change Control Form – Stakeholders involved throughout the project • Monitor external dependencies 14
  • 14. Some answers to… 1. How do we cope with less precise business cases? 2. How do we prioritise projects against each other if you can’t tell in advance what the benefits are? 3. How can this work in our regulated industry? 4. How do we recognise and report that an Agile project is going wrong? 5. How do we align seemingly ad hoc Agile project reporting with our time-based governance? 6. How could we make the life of Agile projects easier and quicker while also serving the needs of the organisation? 15
  • 15. KPIs for Agile work • Velocity – one team’s productivity • Cycle time – from customer request received to solution delivered • Boomerangs – things that bounce back from delivered solutions • Customer involvement – time spent working on the project • Customer satisfaction – captured during the project, e.g. at Timebox Reviews 16
  • 16. Quality Management • PMO needs to ascertain how the Agile quality principles below fit with corporate procedures, etc. – Excellent requirements evolved through facilitated workshops, etc. – Fitness for business purpose through continuous, consistent and focused customer involvement – Continuous review of the evolving solution and supporting documentation – Continuous validation and verification of the evolving and delivered solution through testing – Preservation of built-in quality through rigorous configuration management 17
  • 17. Some answers to… 1. How do we cope with less precise business cases? 2. How do we prioritise projects against each other if you can’t tell in advance what the benefits are? 3. How can this work in our regulated industry? 4. How do we recognise and report that an Agile project is going wrong? 5. How do we align seemingly ad hoc Agile project reporting with our time-based governance? 6. How could we make the life of Agile projects easier and quicker while also serving the needs of the organisation? 18
  • 18. Project Planning and Monitoring • Gantt charts only go so far • Need visible statement of what each Timebox will deliver (e.g. using MoSCoW rules) • Project information is on walls, whiteboards, cards, … • PMO can track what has/has not been delivered • Tools used to store information on walls can help the PMO – but should not replace the walls 19
  • 19. Support for Estimating: points to consider • The horizon for estimates is much nearer than traditionally • The accuracy of estimates improves as the detailed requirements emerge • Historic data must be from Agile projects because – Project phases/activities will be different (especially evolutionary development) – Length of time on tasks different because of different communications – Level of customer involvement will be different (undertaking tasks not traditionally included in project plans) 20
  • 20. Some answers to… 1. How do we cope with less precise business cases? 2. How do we prioritise projects against each other if you can’t tell in advance what the benefits are? 3. How can this work in our regulated industry? 4. How do we recognise and report that an Agile project is going wrong? 5. How do we align seemingly ad hoc Agile project reporting with our time-based governance? 6. How could we make the life of Agile projects easier and quicker while also serving the needs of the organisation? 21
  • 21. Resource Management • Fine-tuned processes for acquiring resources swiftly (not just people) • Efficient HR systems (timely training, keeping skills up to date, employing contractors, etc.) • Avoid context-switching for scarce human resource • Include appropriate levels of customer participation in human resource plans 22
  • 22. Stakeholder Engagement • PMO business as usual, e.g. monitoring which projects/programmes dealing with whom • PMO not part of the close engagement • Potential PMO activities: – Supporting efficient procedures for meeting rooms – Briefing stakeholders – Workshop kits – Facilitation 23
  • 23. Standards for methods and tools • Tailoring guidelines – processes, products and roles • Pocketbook lists criteria for tools to be selected for use in Agile projects 24
  • 24. Knowledge management • Agile knowledge may not be documented so remains local • PMO could – Manage a central Agile library or wiki or… – Provide fast-track project mobilisation service – Manage a pool of Agile coaches – Facilitate knowledge sharing, e.g. through COPs, brown-bag lunches, … 25
  • 25. focus on compliance Planning the transition to Agile PMO focus on assurance dictatorial collaborative close to the business distant from clerical facilitative and projects business or projects reactive proactive responsive to avoiding change business change to projects bureaucratic responsive The ensuring rule-based empowered staid and administrators experts / advisors Place incremental traditional delivery to Go periodic spikes encouraging small championing continuous support of demand on “big bang” & monitoring chunks of work projects measures a significant measures arising respecting doing it all (context- overhead for projects from projects resource switching for people, constraints pet projects, etc.) 26

Notas del editor

  1. MontessoriPure consultancy companies where there is no IT at all – e.g. 4-person education consultancyUp to 5 minutes – point 2 is essential to get across(not IT specific, governance layers, project structure, long history – tried and tested in a variety of environments/regulatory Sox and Pharma, online startups, defence, banking, online gambling)(wide variety of industry and methods - scrum included)
  2. MontessoriPure consultancy companies where there is no IT at all – e.g. 4-person education consultancyUp to 5 minutes – point 2 is essential to get across(not IT specific, governance layers, project structure, long history – tried and tested in a variety of environments/regulatory Sox and Pharma, online startups, defence, banking, online gambling)(wide variety of industry and methods - scrum included)
  3. Mention other names for the PMO – Corp Project /Programme Office We cover all 3 scenarios. The focus is 2 and 3.
  4. NEVER Gate 4Talk through diagram explaining gates (and process VERY quickly), include where gates 2 and 6 would occur.Highlight that this enables benefits management during the life of the project and cover points in the Benefits Management section:Business Case incrementally improved – power tool for PMO to manage portfolioNeed to think about how this impacts on the traditional projects. Their BCs may not be so easily updated once the project is started. Can stop an Agile proj more easily (need swift decision making) and more beneficial work undertaken.BC reviewed at every gate 5 Benefits from early incs justify later incsBen mgmt process for programmes which usually justify bens during their lifetime could be adapted.Bounding Box could be used instead of the BC approach. – Basically mgmt by exception – mgmt regularly checks that the team stays within the boundaries.
  5. Do not go through this in detail.Discuss Feast or Famine and potential different approach – using up budget or you won’t get it next yearBudget range for agile projects – bottom end business as usual and essential capabilities maintained – upper end maximum the enterprise can afford. The business streams may or may not spend extra but budgets would not depend on spending this year’s allowance.
  6. Mention Quality Management is clearly important here but will be discussed in answer to next question
  7. Use MoSCoW for all projects – stress time-based nature of MoSCoWPMO puts any accepted proposal as a W and it moves up as decided by the governing bodyMention PAQ for assessing whether project proposals should be for Agile or not.
  8. Could mention the following but they come into quality mgmt laterFacilitated workshops Continuous involvement of the business / user communityRegular reviews – early testing Incremental approach – control – know when things aren’t going well much quicker – Rigourous configuration management – ensuring that quality is not degraded once built in
  9. Change is a fact of life in agile projectsThis is the rest of the section on Change Control
  10. Velocity – beware changing team members, type of work, environment etcCycle time – customer request to delivered solutionBoomerangs – 2 key reasons – defects or misunderstandingsCustomer involvement – time spent working on the project Customer satisfaction – quickly captured during the reviews of the products from those who are paying for it.
  11. Mention that Appendix C of the pocketbook contains a Project Health Checklist which can be modified by the PMO for other agile methods
  12. PMs transitioning to Agile could be supported in planning, etc. by PMO
  13. Mention estimating pocketbook
  14. Ensuring that stakeholders aren’t overstretched between projects etc
  15. Org may supplement the dsdm phases with specific activities – such as those reqd by regulatory bodies or internal audit etcDsdm agile project framework for Scrum (available on the website)Same with products and naming, roles Templates available on the website Checklist for tools in PB – support agile / support techniques / good user interface / involvement / export / versions / support evolutionary protoyping / etc
  16. Developing and managing central agile library or inernal webpage / wiki Fast-track projct mobilisation service - templates – guidanceManaging a pool of agile coaches – who attend reviews and bring learning into central poolCommunity of practice, brown bag sessions etc
  17. Talk through transition plan if timeTop - attitudesBottom – practices