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PMI-ACP 
PMI-Pub 3 December 2014 
IT Edge PMI-Pub 3 December 2014 1
Agenda 
• Who I am 
• Agile according to PMI-ACP 
• Mapping PMBOK to Agile 
• Agile Contract: PS2000-SOL 
IT Edge PMI-Pub 3 December 2014 2
Who am I 
Didier Soriano 
More than 15 years international experience with 
Program/Project management, project governance 
and coaching. 
Certified PMP, PMI-ACP, PMA-PBA, Scrum Master 
and Product Owner 
Lean six Sigma Black Belt 
IT education and IT management line experience 
IT Edge PMI-Pub 3 December 2014 3
Certification Eligibility Requirements 
PMI-ACP Certification Eligibility 
Requirements 
Requirement Description 
General Project 
Experience 
•2,000 hours working on project 
teams 
•These hours must be earned 
within the last 5 years 
•Active PMP® or PgMP® will 
satisfy this requirement 
Agile Project 
Experience 
•1500 hours working on agile 
project teams or with agile 
methodologies 
•These hours are in addition to 
the 2,000 hours required in 
“general project experience”. 
These hours must be earned 
within the last 3 years 
Training in Agile 
Practices 
21 contact hours earned in agile 
practices 
PMP – Certification eligibility 
Requirements 
Requirement Description 
Education 
1. Secondary degree (high school 
diploma, associate’s degree, or the 
global equivalent) 
2. Four-year degree (bachelor’s 
degree or the global equivalent) 
Project Management 
Experience 
1. Secondary degree: 
at least five years of project 
management experience, with 
7,500 hours leading and directing 
projects 
2. Four-year degree education at least 
three years of project management 
experience, with 4,500 hours 
leading and directing projects 
Training in Project 
Management 
35 hours of project management 
education. 
IT Edge PMI-Pub 3 December 2014 4
PMI Certification growth in 2013 
IT Edge PMI-Pub 3 December 2014 5
IT Edge PMI-Pub 3 December 2014 6
httITp E:d/g/eagilemanifesto.org/ PMI-Pub 3 December 2014 7
Agile Principles (1/2) 
1. Value oriented: Our highest priority is to satisfy the customer through early 
and continuous delivery of valuable software. 
2. Flexibility: Welcome changing requirements, even late in development. Agile 
processes harness change for the customer's competitive advantage. 
3. Iterative: Deliver working software frequently, from a couple of weeks to a 
couple of months, with a preference to the shorter timescale. 
4. Team: Business people and developers must work together daily throughout 
the project. 
5. Team: Build projects around motivated individuals. Give them the 
environment and support they need, and trust them to get the job done. 
6. Team/Communication: The most efficient and effective method of 
conveying information to and within a development team is face-to-face 
conversation. 
IT Edge PMI-Pub 3 December 2014 8
Agile Principles (2/2) 
7. Communication:Working software is the primary measure of 
progress. 
8. Communication: Agile processes promote sustainable 
development. The sponsors, developers, and users should be able 
to maintain a constant pace indefinitely. 
9. Quality: Continuous attention to technical excellence and good 
design enhances agility. 
10.Quality: Simplicity-the art of maximizing the amount of work not 
done-is essential. 
11.Team: The best architectures, requirements, and designs emerge 
from self-organizing teams. 
12.Retrospective: At regular intervals, the team reflects on how to 
become more effective, then tunes and adjusts its behaviour 
accordingly. 
IT Edge PMI-Pub 3 December 2014 9
Methods covered 
看板 
Lean 
FDD 
DSDM 
IT Edge PMI-Pub 3 December 2014 10
Agile methodology - Summary 
Strengths Weaknesses 
Scrum 
Complements existing practices. 
Priorities based on business value. 
Self organizing teams and feedback. 
Customer participation and steering. 
Only approach that has a certification process. 
Only provides project management support, other disciplines are out of 
scope. 
Does not specify technical practices. 
Can take some time to get the business to provide unique priorities for 
each requirement. 
Strong technical practices. 
Customer ownership of feature priority, developer 
ownership of estimates. 
Frequent feedback opportunities. 
Most widely known and adopted approach in the US 
Requires onsite customer. 
Documentation primarily through verbal communication and code. For 
some teams these are the only artifacts created, others create minimal 
design and user documentation. 
Difficult for new adopters to determine how to accommodate 
architectural and design concerns. 
FDD 
Supports multiple teams working in parallel. 
All aspects of a project tracked by feature. 
Scales to large teams or projects well. 
Design by feature and build by feature aspects are easy 
to understand and adopt. 
Promotes individual code ownership as opposed to shared/team 
ownership. 
Iterations are not as well defined by the process as other Agile 
methodologies. 
The model-centric aspects can have huge impacts when working on 
existing systems that have no models. 
看板 
Kanban 
Changes can be made any time 
Remove activities that don’t add value 
Scalable 
No prescribed roles 
No time boxing notion 
Limit WIP 
Based on what you do today 
Lean 
Cross-functional teams. 
Complements existing practices. 
Focuses on project ROI. 
Eliminates all project waste. 
Amplify learning 
Does not specify technical practices. 
Requires constant gathering of metrics which may be difficult for some 
environments to accommodate. 
Theory of Constraints can be a complex and difficult aspect to adopt. 
IT Edge PMI-Pub 3 December 2014 11
Agile methodology - Summary 
Strengths Weaknesses 
AUP 
Robust methodology with many artifacts and disciplines to choose 
from. 
Scales up very well. 
Documentation helps communicate in distributed environments. 
Priorities set based on highest risk. Risk can be a business or 
technical risk. 
Higher levels of ceremony may be a hindrance in smaller 
projects. 
Documentation is much more formal than most approaches 
mentioned here. 
Minimal attention to team dynamics. 
Crystal 
Family of methodologies designed to scale by project size and 
criticality. 
Only methodology that specifically accounts for life critical 
projects. 
As project size grows, cross-functional teams are utilized to ensure 
consistency. 
An emphasis on testing is so strong that at least one tester is 
expected to be on each project team. 
The "human" component has been considered for every aspect of 
the project support structure. 
Expects all team members to be co-located. May not work 
well for distributed teams. 
Adjustments are required from one project size/structure to 
another in order to follow the prescribed flavor of Crystal for 
that project size/criticality. 
Moving from one flavor of Crystal to another in mid project 
doesn't work, as Crystal was not designed to be upward or 
downward compatible. 
DSDM 
An emphasis on testing is so strong that at least one tester is 
expected to be on each project team. 
Designed from the ground up by business people, so business 
value is identified and expected to be the highest priority 
deliverable. 
Specific approach to determining how important each requirement 
is to an iteration. 
Set stakeholder expectations from the start of the project that not 
all requirements will make it into the final deliverable. 
Probably the most heavyweight project 
Defines several artifacts and work products for each phase of 
the project; heavier documentation. 
Expects continuous user involvement. 
Access to material is controlled by a Consortium, and fees may 
be charged just to access the reference material. 
IT Edge PMI-Pub 3 December 2014 12
Methodologies motto 
Methodology Summarizing Phrase 
Scrum Prioritized Business Value 
XP Simplicity 
FDD Business Model 
AUP Manage Risk 
Crystal Size and Criticality 
DSDM Current Business Value 
Lean Return on Investment (ROI) – Eliminating waste 
Kanban Work In Process (WIP) 
IT Edge PMI-Pub 3 December 2014 13
Roles 
3 Main Roles 
– Team lead (Scrum Master) 
– Product Lead 
– The team 
Other peripheral roles 
– Sponsor 
– Experts 
Team Lead Product Lead The team 
Scrum Scrum Master Product Owner Different roles 
XP Big boss Customer Programmer, Tracker, Tester 
AUP Project Manager architect 
Crystal Project Manager Business expert 
lead enginneer, designer, programmer, tester, 
writer 
DSDM Project Manager ambassador User 
Advisor User, Technical coordinator, Team 
leader, tester, scribe, facilitator, 
FDD Project Manager 
Chief programmer, programers, testers, Class 
IT Edge PMI-Pub 3 DeOcewmbnere 2r0, 1D4omain expert, chief architect 14
Agile Process Overview 
Envision 
•Vision 
•NPV 
•ROI 
Initiation 
•Identify 
Personas 
•Create 
backlog 
•High level 
estimates 
•Create 
roadmap 
Release Planning 
•Slicing 
stories 
•Stories 
estimations 
•Create 
release plan 
Iteration 0 
•Spikes 
•Detailing 
Next 
iteration 
stories 
Iteration 
•Iteration planing 
•Coding 
•Testing 
•Daily stand-ups & 
Updating burn-ups 
•Iteration review 
•Retrospective 
•Preparing stories 
for Next iteration 
Closing 
•Project 
close out 
•Finishing 
contracts 
•Resource 
release 
IT Edge PMI-Pub 3 December 2014 15
MAPPING PMBOK TO AGILE 
IT Edge PMI-Pub 3 December 2014 16
Knowledge Area 
Project Management Process Groups 
Initiating Planning Executing Monitoring & Controlling Closing 
4. Project Integration 
Management 
4.1 Develop Project 
Charter 
4.2 Develop Project 
Management Plan 
4.3 Direct and Manage 
Project Work 
4.4 Monitor and Control 
Project Work 4.6 Close Project 
4.5 Perform Integrated or Phase 
Change Control 
5. Project Scope 
Management 
5.1 Plan Scope Management 5.5 Validate Scope 
5.2 Collect Requirements 5.6 Control Scope 
5.3 Define Scope 
5.4 Create WBS 
6. Project Time 
Management 
6.1 Plan Schedule Management 6.7 Control Schedule 
6.2 Define activities 
6.3 Sequence Activities 
6.4 Estimate Activity resources 
6.5 Estimate Activity Duration 
6.6 Develop Schedule 
7. Project Cost 
Management 
7.1 Plan Cost Management 
7.2 Estimate Costs 7.4 Control Costs 
7.3 Determine Budget 
8. Project Quality 
Management 8.1 Plan Quality Management 
8.2 Perform Quality 
Assurance 
8.3 Control Quality 
9. Project Human Resource 
Management 
9.1 Plan Human Resource 
Management 
9.2 Acquire Project team 
9.3 Develop Project Team 
9.4 Manage Project Team 
10. Project Communication 
Management 
10.1 Plan Communications 
Management 
10.2 Manage 
Communications 10.3 Control Communications 
11. Project Risk 
Management 
11.1 Plan Risk Management 11.6 Control Risks 
11.2 Identify Risks 
11.3 Perform Quality Risk 
Analysis 
11.4 Perform Quantitative Risk 
Analysis 
11.5 Plan Risk Responses 
12. Project Procurement 
Management 
12.1 Plan Procurement 
Management 
12.2 Conduct 
Procurements 12.3 Control Procurements 
12.4 Close 
Procurements 
13. Project Stakeholder 
IT Edge PMI-Pub 3 December 2014 17 
Management 
13.1 Identify 
Stakeholders 
13.2 Plan Stakeholder 
Management 
13.3 Manage Stakeholder 
Engagement 
13.4 Control Stakeholder 
engagement
Knowledge Area 
Project Management Process Groups 
Initiating Planning Executing Monitoring & Controlling Closing 
4. Project 
Integration 
Management 
4.1 Develop Project 
Charter 
4.2 Develop Project 
Management Plan 
4.3 Direct and Manage 
Project Work 
4.4 Monitor and Control 
Project Work 4.6 Close Project 
4.5 Perform Integrated or Phase 
Change Control 
Agile 
• Business case or 
feasibility study 
• Release roadmap 
• Project kickoff and visioning 
meeting 
• Iteration planning 
• Iterative and 
incremental delivery of 
working software. 
• Regular reviews of 
deliverables, progress and 
process. 
• Task boards, burn down 
charts, daily stand-ups, 
acceptance of completed 
features. 
• Impediment log 
Retrospectives 
Project Integration Management 
IT Edge PMI-Pub 3 December 2014 18
Knowledge Area 
Project Scope Management 
Project Management Process Groups 
Initiating Planning Executing Monitoring & Controlling Closing 
5. Project Scope 
Management 
5.1 Plan Scope Management 5.5 Validate Scope 
5.2 Collect Requirements 5.6 Control Scope 
5.3 Define Scope 
5.4 Create WBS 
• Release roadmap 
• Iteration planning 
• Work Releases to 
completion 
• Work iterations to 
time completion 
• Work tasks to 
completion. 
• Regular reviews of 
deliverables, progress 
and process. 
• Task boards, burn down 
charts, daily stand-ups, 
acceptance of 
completed features. 
• Impediment log 
IT Edge PMI-Pub 3 December 2014 19
Knowledge Area 
Project Time Management 
Project Management Process Groups 
Initiating Planning Executing Monitoring & Controlling Closing 
6. Project Time 
Management 
6.1 Plan Schedule Management 6.7 Control Schedule 
6.2 Define activities 
6.3 Sequence Activities 
6.4 Estimate Activity resources 
6.5 Estimate Activity Duration 
6.6 Develop Schedule 
Agile • Iteration planning • Time boxing 
IT Edge PMI-Pub 3 December 2014 20
Knowledge Area 
Project Cost Management 
Project Management Process Groups 
Initiating Planning Executing Monitoring & Controlling Closing 
7. Project Cost 
Management 
7.1 Plan Cost Management 
7.2 Estimate Costs 7.4 Control Costs 
7.3 Determine Budget 
Agile 
• Release roadmap 
• Iteration planning 
• Work Releases to 
completion 
• Work iterations to 
time completion 
• Work tasks to 
completion. 
• Regular reviews of 
deliverables, progress 
and process. 
• Task boards, burn down 
charts, daily stand-ups, 
acceptance of 
completed features. 
• Impediment log 
IT Edge PMI-Pub 3 December 2014 21
Two principle 
– Build quality 
– Eliminate waste 
Quality is embedded 
Acceptance test-Driven 
Frequent verifications and validations 
Knowledge Area 
Project Management Process Groups 
Initiating Planning Executing Monitoring & Controlling Closing 
8. Project Quality 
Management 8.1 Plan Quality Management 
8.2 Perform Quality 
Assurance 
8.3 Control Quality 
• Stories describe the 
acceptance criteria 
• Tests are a part of 
story descriptions 
• Quality is 
embedded. Unit test, 
automated test are a part 
of the delivered solution 
IT Edge PMI-Pub 3 December 2014 22
Knowledge Area 
Project Risk Management 
Project Management Process Groups 
Initiating Planning Executing Monitoring & Controlling Closing 
11. Project Risk 
Management 
11.1 Plan Risk Management 11.6 Control Risks 
11.2 Identify Risks 
11.3 Perform Quality Risk 
Analysis 
11.4 Perform Quantitative Risk 
Analysis 
11.5 Plan Risk Responses 
Risk Identification 
• Common responsibility 
among the entire team 
• Done on an iterative basis 
during planning meetings. 
• Risks continue to be 
identified daily as part of 
stand-up meetings. 
Risk Analysis 
• Risk assessment Probability 
and consequence on project 
of each risk on project. 
Risk Response Planning 
• Developing options and 
actions to reduce risks and 
increase opportunities. 
• Done by the entire team. 
Risk Monitoring and 
Controlling 
• Risk reassessment 
occurs on a daily basis, 
and at the end of the 
iteration. 
• Impediment log can be 
considered to the risk 
list 
• The Agile Project 
Manager works actively 
with the risks 
(impediments), trying to 
close them 
• Daily stand-ups allow to 
identify new risks 
• WIP Limitation allows to 
limit resources conflicts 
IT Edge PMI-Pub 3 December 2014 23 
• Spikes, before an 
iteration, limits the risk
Project Communication Management 
Writing 
– Prefer executable specifications over static 
documents 
– Document stable concepts, not speculative 
ideas 
– Generate system documentation 
Simplification 
– Keep documentation just simple enough, but 
not too simple 
– Write the fewest documents with least overlap 
– Display information publicly 
Determining What to Document 
– Document with a purpose 
– Focus on the needs of the actual customers(s) 
of the document 
– The customer determines sufficiency 
Determining When to Document 
– Iterate, iterate, iterate 
– Start with models you actually 
keep current 
– Update only when it hurts 
General 
– Treat documentation like a 
requirement 
– Require people to justify 
documentation requests 
– Recognize that you need some 
documentation 
IT Edge PMI-Pub 3 December 2014 24
AGILE CONTRACT 
IT Edge PMI-Pub 3 December 2014 25
Agile Contract: PS2000 - SOL 
• Norwegian standard for agile development 
– T&M Contract 
– With incentives and penalties 
• Divided into 3 Parts 
1. Definition of the customer and supplier 
2. General Provisions/Governance 
3. Annexes. 
IT Edge PMI-Pub 3 December 2014 26
Agile contract – Phases 
• Solution design (iteration 0) 
– Validation (by the Supplier) of the user stories in order to prioritize the backlog 
– Set up an iteration plan 
– Agree on the target price 
• Construction phase 
– Daily meeting 
– Demo on the last days of the iteration . 
• The Customer's Acceptance Test 
– Have define entry criteria (quality) 
– Following execution of all agreed Iterations 
– Fixed period 
– Can be suspended if a certain number of defects it found 
• Termination phase 
– Knowledge transfer 
– Transfer and development of expertise, and the release of personnel 
– Transfer of documentation 
– Transfer of procedures for Construction, testing, operational tasks, configuration management and 
administrative tasks 
IT Edge PMI-Pub 3 December 2014 27
Agile contract 
• Changes 
– Within a started iteration: all work done must be paid 
– Future iteration: no payment needed as soon as the trade in/trade out practice is followed 
– All analysis of new work is considered as additional work 
• Quality 
– Unit/Integration/system tests to be conduced for each iteration by the supplier 
– Functional tests by the customer 
• Roles and responsibility 
– RACI Matrix 
• Organization and Governance 
– Coordination Group 
– 2 Project Managers: 1 from Customer; 1 from Provider 
• Payments 
– Solution Description: Time and Material outside the Target price 
– All Change requests change the target price 
– Agreed backlog: T&M with penalties/incentives 
IT Edge PMI-Pub 3 December 2014 28
References 
• PS2000-SOL 
• Literature 
IT Edge PMI-Pub 3 December 2014 29

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PMI-Oslo chapter: PMI-ACP & Agile contracts

  • 1. PMI-ACP PMI-Pub 3 December 2014 IT Edge PMI-Pub 3 December 2014 1
  • 2. Agenda • Who I am • Agile according to PMI-ACP • Mapping PMBOK to Agile • Agile Contract: PS2000-SOL IT Edge PMI-Pub 3 December 2014 2
  • 3. Who am I Didier Soriano More than 15 years international experience with Program/Project management, project governance and coaching. Certified PMP, PMI-ACP, PMA-PBA, Scrum Master and Product Owner Lean six Sigma Black Belt IT education and IT management line experience IT Edge PMI-Pub 3 December 2014 3
  • 4. Certification Eligibility Requirements PMI-ACP Certification Eligibility Requirements Requirement Description General Project Experience •2,000 hours working on project teams •These hours must be earned within the last 5 years •Active PMP® or PgMP® will satisfy this requirement Agile Project Experience •1500 hours working on agile project teams or with agile methodologies •These hours are in addition to the 2,000 hours required in “general project experience”. These hours must be earned within the last 3 years Training in Agile Practices 21 contact hours earned in agile practices PMP – Certification eligibility Requirements Requirement Description Education 1. Secondary degree (high school diploma, associate’s degree, or the global equivalent) 2. Four-year degree (bachelor’s degree or the global equivalent) Project Management Experience 1. Secondary degree: at least five years of project management experience, with 7,500 hours leading and directing projects 2. Four-year degree education at least three years of project management experience, with 4,500 hours leading and directing projects Training in Project Management 35 hours of project management education. IT Edge PMI-Pub 3 December 2014 4
  • 5. PMI Certification growth in 2013 IT Edge PMI-Pub 3 December 2014 5
  • 6. IT Edge PMI-Pub 3 December 2014 6
  • 8. Agile Principles (1/2) 1. Value oriented: Our highest priority is to satisfy the customer through early and continuous delivery of valuable software. 2. Flexibility: Welcome changing requirements, even late in development. Agile processes harness change for the customer's competitive advantage. 3. Iterative: Deliver working software frequently, from a couple of weeks to a couple of months, with a preference to the shorter timescale. 4. Team: Business people and developers must work together daily throughout the project. 5. Team: Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done. 6. Team/Communication: The most efficient and effective method of conveying information to and within a development team is face-to-face conversation. IT Edge PMI-Pub 3 December 2014 8
  • 9. Agile Principles (2/2) 7. Communication:Working software is the primary measure of progress. 8. Communication: Agile processes promote sustainable development. The sponsors, developers, and users should be able to maintain a constant pace indefinitely. 9. Quality: Continuous attention to technical excellence and good design enhances agility. 10.Quality: Simplicity-the art of maximizing the amount of work not done-is essential. 11.Team: The best architectures, requirements, and designs emerge from self-organizing teams. 12.Retrospective: At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behaviour accordingly. IT Edge PMI-Pub 3 December 2014 9
  • 10. Methods covered 看板 Lean FDD DSDM IT Edge PMI-Pub 3 December 2014 10
  • 11. Agile methodology - Summary Strengths Weaknesses Scrum Complements existing practices. Priorities based on business value. Self organizing teams and feedback. Customer participation and steering. Only approach that has a certification process. Only provides project management support, other disciplines are out of scope. Does not specify technical practices. Can take some time to get the business to provide unique priorities for each requirement. Strong technical practices. Customer ownership of feature priority, developer ownership of estimates. Frequent feedback opportunities. Most widely known and adopted approach in the US Requires onsite customer. Documentation primarily through verbal communication and code. For some teams these are the only artifacts created, others create minimal design and user documentation. Difficult for new adopters to determine how to accommodate architectural and design concerns. FDD Supports multiple teams working in parallel. All aspects of a project tracked by feature. Scales to large teams or projects well. Design by feature and build by feature aspects are easy to understand and adopt. Promotes individual code ownership as opposed to shared/team ownership. Iterations are not as well defined by the process as other Agile methodologies. The model-centric aspects can have huge impacts when working on existing systems that have no models. 看板 Kanban Changes can be made any time Remove activities that don’t add value Scalable No prescribed roles No time boxing notion Limit WIP Based on what you do today Lean Cross-functional teams. Complements existing practices. Focuses on project ROI. Eliminates all project waste. Amplify learning Does not specify technical practices. Requires constant gathering of metrics which may be difficult for some environments to accommodate. Theory of Constraints can be a complex and difficult aspect to adopt. IT Edge PMI-Pub 3 December 2014 11
  • 12. Agile methodology - Summary Strengths Weaknesses AUP Robust methodology with many artifacts and disciplines to choose from. Scales up very well. Documentation helps communicate in distributed environments. Priorities set based on highest risk. Risk can be a business or technical risk. Higher levels of ceremony may be a hindrance in smaller projects. Documentation is much more formal than most approaches mentioned here. Minimal attention to team dynamics. Crystal Family of methodologies designed to scale by project size and criticality. Only methodology that specifically accounts for life critical projects. As project size grows, cross-functional teams are utilized to ensure consistency. An emphasis on testing is so strong that at least one tester is expected to be on each project team. The "human" component has been considered for every aspect of the project support structure. Expects all team members to be co-located. May not work well for distributed teams. Adjustments are required from one project size/structure to another in order to follow the prescribed flavor of Crystal for that project size/criticality. Moving from one flavor of Crystal to another in mid project doesn't work, as Crystal was not designed to be upward or downward compatible. DSDM An emphasis on testing is so strong that at least one tester is expected to be on each project team. Designed from the ground up by business people, so business value is identified and expected to be the highest priority deliverable. Specific approach to determining how important each requirement is to an iteration. Set stakeholder expectations from the start of the project that not all requirements will make it into the final deliverable. Probably the most heavyweight project Defines several artifacts and work products for each phase of the project; heavier documentation. Expects continuous user involvement. Access to material is controlled by a Consortium, and fees may be charged just to access the reference material. IT Edge PMI-Pub 3 December 2014 12
  • 13. Methodologies motto Methodology Summarizing Phrase Scrum Prioritized Business Value XP Simplicity FDD Business Model AUP Manage Risk Crystal Size and Criticality DSDM Current Business Value Lean Return on Investment (ROI) – Eliminating waste Kanban Work In Process (WIP) IT Edge PMI-Pub 3 December 2014 13
  • 14. Roles 3 Main Roles – Team lead (Scrum Master) – Product Lead – The team Other peripheral roles – Sponsor – Experts Team Lead Product Lead The team Scrum Scrum Master Product Owner Different roles XP Big boss Customer Programmer, Tracker, Tester AUP Project Manager architect Crystal Project Manager Business expert lead enginneer, designer, programmer, tester, writer DSDM Project Manager ambassador User Advisor User, Technical coordinator, Team leader, tester, scribe, facilitator, FDD Project Manager Chief programmer, programers, testers, Class IT Edge PMI-Pub 3 DeOcewmbnere 2r0, 1D4omain expert, chief architect 14
  • 15. Agile Process Overview Envision •Vision •NPV •ROI Initiation •Identify Personas •Create backlog •High level estimates •Create roadmap Release Planning •Slicing stories •Stories estimations •Create release plan Iteration 0 •Spikes •Detailing Next iteration stories Iteration •Iteration planing •Coding •Testing •Daily stand-ups & Updating burn-ups •Iteration review •Retrospective •Preparing stories for Next iteration Closing •Project close out •Finishing contracts •Resource release IT Edge PMI-Pub 3 December 2014 15
  • 16. MAPPING PMBOK TO AGILE IT Edge PMI-Pub 3 December 2014 16
  • 17. Knowledge Area Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing 4. Project Integration Management 4.1 Develop Project Charter 4.2 Develop Project Management Plan 4.3 Direct and Manage Project Work 4.4 Monitor and Control Project Work 4.6 Close Project 4.5 Perform Integrated or Phase Change Control 5. Project Scope Management 5.1 Plan Scope Management 5.5 Validate Scope 5.2 Collect Requirements 5.6 Control Scope 5.3 Define Scope 5.4 Create WBS 6. Project Time Management 6.1 Plan Schedule Management 6.7 Control Schedule 6.2 Define activities 6.3 Sequence Activities 6.4 Estimate Activity resources 6.5 Estimate Activity Duration 6.6 Develop Schedule 7. Project Cost Management 7.1 Plan Cost Management 7.2 Estimate Costs 7.4 Control Costs 7.3 Determine Budget 8. Project Quality Management 8.1 Plan Quality Management 8.2 Perform Quality Assurance 8.3 Control Quality 9. Project Human Resource Management 9.1 Plan Human Resource Management 9.2 Acquire Project team 9.3 Develop Project Team 9.4 Manage Project Team 10. Project Communication Management 10.1 Plan Communications Management 10.2 Manage Communications 10.3 Control Communications 11. Project Risk Management 11.1 Plan Risk Management 11.6 Control Risks 11.2 Identify Risks 11.3 Perform Quality Risk Analysis 11.4 Perform Quantitative Risk Analysis 11.5 Plan Risk Responses 12. Project Procurement Management 12.1 Plan Procurement Management 12.2 Conduct Procurements 12.3 Control Procurements 12.4 Close Procurements 13. Project Stakeholder IT Edge PMI-Pub 3 December 2014 17 Management 13.1 Identify Stakeholders 13.2 Plan Stakeholder Management 13.3 Manage Stakeholder Engagement 13.4 Control Stakeholder engagement
  • 18. Knowledge Area Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing 4. Project Integration Management 4.1 Develop Project Charter 4.2 Develop Project Management Plan 4.3 Direct and Manage Project Work 4.4 Monitor and Control Project Work 4.6 Close Project 4.5 Perform Integrated or Phase Change Control Agile • Business case or feasibility study • Release roadmap • Project kickoff and visioning meeting • Iteration planning • Iterative and incremental delivery of working software. • Regular reviews of deliverables, progress and process. • Task boards, burn down charts, daily stand-ups, acceptance of completed features. • Impediment log Retrospectives Project Integration Management IT Edge PMI-Pub 3 December 2014 18
  • 19. Knowledge Area Project Scope Management Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing 5. Project Scope Management 5.1 Plan Scope Management 5.5 Validate Scope 5.2 Collect Requirements 5.6 Control Scope 5.3 Define Scope 5.4 Create WBS • Release roadmap • Iteration planning • Work Releases to completion • Work iterations to time completion • Work tasks to completion. • Regular reviews of deliverables, progress and process. • Task boards, burn down charts, daily stand-ups, acceptance of completed features. • Impediment log IT Edge PMI-Pub 3 December 2014 19
  • 20. Knowledge Area Project Time Management Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing 6. Project Time Management 6.1 Plan Schedule Management 6.7 Control Schedule 6.2 Define activities 6.3 Sequence Activities 6.4 Estimate Activity resources 6.5 Estimate Activity Duration 6.6 Develop Schedule Agile • Iteration planning • Time boxing IT Edge PMI-Pub 3 December 2014 20
  • 21. Knowledge Area Project Cost Management Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing 7. Project Cost Management 7.1 Plan Cost Management 7.2 Estimate Costs 7.4 Control Costs 7.3 Determine Budget Agile • Release roadmap • Iteration planning • Work Releases to completion • Work iterations to time completion • Work tasks to completion. • Regular reviews of deliverables, progress and process. • Task boards, burn down charts, daily stand-ups, acceptance of completed features. • Impediment log IT Edge PMI-Pub 3 December 2014 21
  • 22. Two principle – Build quality – Eliminate waste Quality is embedded Acceptance test-Driven Frequent verifications and validations Knowledge Area Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing 8. Project Quality Management 8.1 Plan Quality Management 8.2 Perform Quality Assurance 8.3 Control Quality • Stories describe the acceptance criteria • Tests are a part of story descriptions • Quality is embedded. Unit test, automated test are a part of the delivered solution IT Edge PMI-Pub 3 December 2014 22
  • 23. Knowledge Area Project Risk Management Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing 11. Project Risk Management 11.1 Plan Risk Management 11.6 Control Risks 11.2 Identify Risks 11.3 Perform Quality Risk Analysis 11.4 Perform Quantitative Risk Analysis 11.5 Plan Risk Responses Risk Identification • Common responsibility among the entire team • Done on an iterative basis during planning meetings. • Risks continue to be identified daily as part of stand-up meetings. Risk Analysis • Risk assessment Probability and consequence on project of each risk on project. Risk Response Planning • Developing options and actions to reduce risks and increase opportunities. • Done by the entire team. Risk Monitoring and Controlling • Risk reassessment occurs on a daily basis, and at the end of the iteration. • Impediment log can be considered to the risk list • The Agile Project Manager works actively with the risks (impediments), trying to close them • Daily stand-ups allow to identify new risks • WIP Limitation allows to limit resources conflicts IT Edge PMI-Pub 3 December 2014 23 • Spikes, before an iteration, limits the risk
  • 24. Project Communication Management Writing – Prefer executable specifications over static documents – Document stable concepts, not speculative ideas – Generate system documentation Simplification – Keep documentation just simple enough, but not too simple – Write the fewest documents with least overlap – Display information publicly Determining What to Document – Document with a purpose – Focus on the needs of the actual customers(s) of the document – The customer determines sufficiency Determining When to Document – Iterate, iterate, iterate – Start with models you actually keep current – Update only when it hurts General – Treat documentation like a requirement – Require people to justify documentation requests – Recognize that you need some documentation IT Edge PMI-Pub 3 December 2014 24
  • 25. AGILE CONTRACT IT Edge PMI-Pub 3 December 2014 25
  • 26. Agile Contract: PS2000 - SOL • Norwegian standard for agile development – T&M Contract – With incentives and penalties • Divided into 3 Parts 1. Definition of the customer and supplier 2. General Provisions/Governance 3. Annexes. IT Edge PMI-Pub 3 December 2014 26
  • 27. Agile contract – Phases • Solution design (iteration 0) – Validation (by the Supplier) of the user stories in order to prioritize the backlog – Set up an iteration plan – Agree on the target price • Construction phase – Daily meeting – Demo on the last days of the iteration . • The Customer's Acceptance Test – Have define entry criteria (quality) – Following execution of all agreed Iterations – Fixed period – Can be suspended if a certain number of defects it found • Termination phase – Knowledge transfer – Transfer and development of expertise, and the release of personnel – Transfer of documentation – Transfer of procedures for Construction, testing, operational tasks, configuration management and administrative tasks IT Edge PMI-Pub 3 December 2014 27
  • 28. Agile contract • Changes – Within a started iteration: all work done must be paid – Future iteration: no payment needed as soon as the trade in/trade out practice is followed – All analysis of new work is considered as additional work • Quality – Unit/Integration/system tests to be conduced for each iteration by the supplier – Functional tests by the customer • Roles and responsibility – RACI Matrix • Organization and Governance – Coordination Group – 2 Project Managers: 1 from Customer; 1 from Provider • Payments – Solution Description: Time and Material outside the Target price – All Change requests change the target price – Agreed backlog: T&M with penalties/incentives IT Edge PMI-Pub 3 December 2014 28
  • 29. References • PS2000-SOL • Literature IT Edge PMI-Pub 3 December 2014 29

Notas del editor

  1. Chapter Time Who I am 3 Agile according to PMI-ACP 15 Mapping PMBOK to Agile 10 PS2000-SOL: A contract supporting PMI-ACP method 10 Questions/answers 10
  2. In 2001 a group of 17 of Agile methodologies advocate gathered together in Snowbird, Utah an drafted the document that would set out the organizing principles for Agile. We can notice that the Manifesto is a high level, making a framework. This is because Agile methodologies agree on the big picture, but the specifics will differ from methodology to methodology . For example, ALL Agile methodologies will support the concept of ”Individuals and Interactions over processes and tools” but will instantiate it in different way. We will see it when we will cover the principal methods Projects are accomplished by people; Process and tools are their to support and help. Working software is important. It is a working software (not its documentation) which delivers high value to the customer. (It doesn’t mean that documentation is not necessary) The closer you are to your customer, the better. The customer is the best person to tell what he wants. Agile was created for software. Technology evolves quickly You don’t need to learn by heart the name of the people who wrote the Manifesto 
  3. This is the 12 principles. I tried to show with value they are supporting.
  4. Introduce the 8 methods. Speak about kanban and Lean. Lean is not fully an Agile methodology and Kanban is coming from Toyota and manufacturing world. Ask who have practiced some methods in addition of Scrum. Not the name to try to come back to them when covering the method.
  5. FDD=Feature Driven Development
  6. AUP=Aagile Unified Process DSDM = Dynamic System Development Method
  7. FDD=Feature Driven Development AUP=Agile Unified Process DSDM=Dynamic Systems Development Method
  8. Here we have a high level Agile process We have 6 main steps in the process. One of them will be repeated a certain times. The duration of the steps varies from method to method and from project to projects. NPV=Net Present Value ROI=Return Of Investment Personas=Stakeholder analysis Spikes=Proof Of Concept
  9. daily basis (daily stand-ups) the end of the iteration (retrospective meeting)
  10. daily basis (daily stand-ups) the end of the iteration (retrospective meeting)
  11. daily basis (daily stand-ups) the end of the iteration (retrospective meeting)
  12. daily basis (daily stand-ups) the end of the iteration (retrospective meeting)
  13. The primary role of QA is not to find defects but to prevent them.
  14. daily basis (daily stand-ups) the end of the iteration (retrospective meeting) Impediment log can be considered to the risk list The Agile Project Manager works actively with the risks (impediments), trying to close them Daily stand-ups allow to identify new risks WIP Limitation allows to limit resources conflicts Spikes, before an iteration, limits the risk
  15. Incentives to be under target price: 50% of the non-spent hours are invoiced Penalties: All hours above the target price get a 50% discount
  16. Construction phase The demo aims to show that: Functionality and usability requirements have been met Non-functional requirements have been met code quality and architecture requirements have been met test coverage and test documentation requirements have been met requirements related to system, installation, and other documentation have been met
  17. Coordination Group = Steering committee Product Owner from the Customer organization; Scrum Master from the provider Move into construction without signing off all artifacts of the solution description. To have the name of all resources in the contract.