Cadenced flow overview

Cadenced Flow:
A principled approach to
lean-agile organization design
Matt Barcomb
matt.barcomb@leandog.com

@LeanDog matt.barcomb@leandog.com
Product Design
Organization
Design

Who are you?
Your name
Your role

What we’ll cover today...
What is lean-agile?
What is organization design?
What is cadenced flow?

What is lean-agile?
1913 20102003200119951974196019561948 Today
Ford’s Flow
Production
Waterfall for
Software
Structured Sys.
Phase Gate
R.U.P.
Agile
Manifesto
Kanban for
Knowledge
Work
Toyota
Production
System
Crystal Clear
eXtreme Programming
Scrum
Deming’s Lean
Management
Lean Concepts
for Software

What is lean-agile?
Manifesto for Agile Software Development
We are uncovering better ways of developing
software by doing it and helping others do it.

What is lean-agile?
Individuals & interactions over processes & tools
Working software over comprehensive documentation
Customer collaboration over contract negotiation
Responding to change over following a plan
That is, while there is value to the items on the right,
we value the items on the left more.

What is lean-agile?

What is lean-agile?
- See the whole
- Embrace optionality
- Deliver effectively
- Amplify learning
- Empower people
- Build integrity in
- Eliminate waste

What is lean-agile?
Scrum
Exploratory Testing
DevOps
Lean PMO Whole teams
Continuous Integration
Pairing
Story Mapping
LESS
FDD
Crystal
D.A.D.
SAFe
ATDD
TDD
Kanban
User-centered Design
methods & practices

? Questions

Intentionally influencing a social system
so that its processes and structures,
both explicit and implicit,
are better aligned to achieve desired outcomes.

Transformation
Optimization
Problem Solving

@LeanDog
Cadenced Flow is not…
● A methodology
● A set of practices
What is Cadenced Flow?
Cadence Flow is...
LeanDog’s approach for:
● Designing organizational optimizations
● Applying lean-agile methodologies & practices
● Partnering with organizations to improve

@LeanDog
Cadence Flow’s Derived Principles:
- Evolutionary - Fast Feedback
- Evidence-based - Humanistic
- Pragmatic - Seeing the whole
- Contextual - Adaptive
- Always Improve - Optionality

Work, Flow &
Metrics
Work Breakdown
& Specification
Technical
Practices
(…)
Teamwork
Cadence &
Improvement
Multi-team
Coordination
Flow-based
Road Mapping
Strategy
Design
Strategy
Deployment
People-focused
Talent Development
Product/Service
Orientation
Service-driven
Sales & Marketing
Portfolio
Planning &
Prioritization
Value-based
Organization Design
Internal
Coaching
Product
Design &
Definition
Optimization Themes

You are here...
Work, Flow &
Metrics
Work Breakdown
& Specification
Technical
Practices
(…)
Teamwork
Cadence &
Improvement
Multi-team
Coordination
Flow-based
Road Mapping
Strategy
Design
Strategy
Deployment
People-focused
Talent Development
Product/Service
Orientation
Service-driven
Sales & Marketing
Portfolio
Planning &
Prioritization
Value-based
Organization Design
Internal
Coaching
Product
Design &
Definition
Optimization Themes

Teamwork, Cadence & Improvement
Pairing
- Increase quality
- Increase productivity
- Knowledge transfer
- Switch pairs often
- Consider personalities
- Discuss goals
- Try pomodoros

Mobbing/Swarming
- Mob: single piece flow
- Swarm: facilitated focus
- Improve maintainability
- Share understanding
- Focused learning
- Team buy-in

Team Skills Heatmap
Skills
(tech,biz,org,soft,etc…)
Team members
Can teach
Don’t have
Need to pair
Solo with reviews
Solo on advanced
Interested
Neutral
Not interested:(
:|
:)
:)
:)
:|
:(
:| :( :)
:| :( :(
:) :):)
:) :| :)

Collaboration 8

Six Thinking Hats

LeanCoffee

Success Rituals & Cadence
Ritual/Activity Cadence/Timing
Planning
Coordination
Demonstration
Improvement
(etc…etc…etc…)
Measurement
3 weeks, Mon
JIT: limit 5
Weekly, Fri
Mon. 30min AM
Thur 60min PM
Tue-Fri, 10min 9am
(etc…etc…etc…)

Team Norms
& Agreements
[Team
Name]
[list of agreements]
[Member List]
[Date]
[list of experiments]
- Requires team safety
- Do not weaponize
- Group consensus
- Review on a cadence
- Trial new ideas

Evidence-based Improvement
Problem
Observe/Sense
Stakeholders
Context
Options
Simplify
Amplify
Modify
Try
Measure
Timebox
People

Work, Flow &
Metrics
Work Breakdown
& Specification
Technical
Practices
(…)
Teamwork
Cadence &
Improvement
Multi-team
Coordination
Flow-based
Road Mapping
Strategy
Design
Strategy
Deployment
People-focused
Talent Development
Product/Service
Orientation
Service-driven
Sales & Marketing
Portfolio
Planning &
Prioritization
Value-based
Organization Design
Internal
Coaching
Product
Design &
Definition
Optimization Themes
You are here...

Work, Flow & Metrics
Stories =
software
deliverable
Chores =
technical
deliverable
Research =
timeboxed
learning
outcome
Kinds of Deliverables

Consumers & Categories
Products
Initiatives
Projects
Support
Warranty
Maint.
Emergency
Interupt
Expedite
Competing
priorities
CYA

End to End Visual Workflow
Ready
For work Development Testing Deploy In UseAnalysis Design
←BLOCKED→
←EXPEDITE→
Category
In Scope Date
Start Date
End Date
Block Reason
Block Duration
← →
Entry/Exit
Criteria
← →
Entry/Exit
Criteria

Key Metrics: Capacity Use
Week of year
#ofcards

Key Metrics: Systemic Blockers
Block Reason
#ofcards
duration

Key Metrics: Cycle Time
Days to complete
#ofcards
1 2 3 4 5 6 7 8 9 10 11
50%
75%
95%

Key Metrics: Probabilistic Forecast
Week of year
#ofcards

Work Breakdown & Specification
Benefits of smaller work
Reduce Rework
Improve Predictability
Increase Maintainability
Decrease Information Degradation
Improve Product Validation

@LeanDog
Story
Capability
MVP
Business Valuable
Releasable
Capability Set
Release
Least amount of software that is
testable and deployable
Fewest number of stories that are
useful to someone
Fewest capabilities that improve
business value and can be
economically released
A deployment activity that has an
internal and external cost

Flowchart Breakdown
Log on Success?
Home
Screen
Retry

Scenario Grouping
Log on
Successful
un/pw
Retry
un/pw
Forgot
un/pw
Reset
un/pw
Sign up
new

Mind Mapping

@LeanDog
Data/Model
Services/Control
Vertical Slicing
User Interface/View

Horizontal Slicing
Back
Mid
Front

Maintain testability & deployability

Ready
For work
Development
Testcases
Done
Detailed
Acceptance
Criteria
Collaborative Specification
Test
Execution
code
test
test
rework

@LeanDog
Swarm &
Accept
Ready
For work
Development Done
Detailed
Acceptance
Criteria
Collaborative Specification
Exploratory
Swarm
code
Testcase
Creation
test
Collab.
Spec.
value
Convo
Placeholder

Three Amigos Meeting
To Do Verify
Implement

Product Design & Definition
Problem/Solution Framing
Selecting Design Targets
Story Mapping

@LeanDog
Problem Canvas
Outcomes:
Stakeholders: Evidence:
Context:
Problem One-Liner Born On Date Last Touched
What results would we like to achieve?
If we achieve them, how would we know?
Who outside the organization benefits?
Who inside the organization benefits?
What data or information do we have
that shows the outcomes would be
useful?
When does this happen? How often does this occur?
What knowledge, skills, or tools are needed?
What policies or procedures are involved?

@LeanDog
Solution Canvas
Value Pitch:
Success Measures: Organizational Benefit:
Communication & Involvement:
Solution One-Liner Born On Date Last Touched
This needs to be brief and should cover the basics of
what, who, and why.
If the outcomes were achieved, how
would we know?
What could be measured?
Are there indirect measures?
What benefits would the organization
receive?
What is the cost of delay?
What dependencies are there? What expertise is needed?
Who is needed for approval? Who else is impacted?

@LeanDog
Persona Structure
Mnemonic Name/Role
Persona Description:
(How many represented?)
-Title & Role
- Meaningful Demographics
- Social Groups
- Market Segments
- Interests, Hobbies
- Experience & Education
-Knowledge & Skills
Probable Picture (Hi-fi)
Persona Goals:
- What do they want to do?
- How do they want to do it?
- How often do they do it?
- How risky is it?
- What devices are used?
- What do they dislike
dealing with?

@LeanDog
Persona Selection
Consider the goals of your product,
the release, and your company
Bag of three
Top one

@LeanDog
Story Map 2-D Structure
Plausible Usage Scenario Spine
Map
Priority
(risk, dependence, learning)

@LeanDog
Story Map: Plan an “MVP”
Risk
Dependence
Learning

Knowable with certainty upfront
Responses to unknowns certain
Flow-based Roadmapping
Spectrum of Domain (Un)certainty

How much will it cost?
When will it be done?
Is it a good option to start?
Does it make sense to keep going?
What would be worked on instead?
Embrace Uncertainty
Sense and respond to manage risk.

Product
Delivery
Horizon
Business
Readiness
IT Ops
& Arch.
Soon Next Current In UseTBD
1222
Explicit
Policies
Explicit
Policies
Explicit
Policies
Explicit
Policies
Explicit
Policies
Explicit
Policies

Product
Delivery
Horizon
Business
Readiness
IT Ops
& Arch.
Soon Next Current In UseTBD
20% 60% 90%
Probabilistic Forecast
Percent Churn
Lead Time

Portfolio Planning & Prioritization
Prioritization Concepts
Stop using relative importance
Separate cost and benefit analysis
Separate benefit analysis
from work options analysis
Rank work options using benefit/cost ratio

Benefit Mapping

Weighted
Scoring
Rubric

Only important if greatly different
Learn just enough to get started
Rough cost snap (1,2,3,5,8 team-months)
Considering Cost
Get the right people together
Use past data

Investment strategy
Capacity-based Budget
Portfolio & Budgeting
Long term Needs
Target-based Budget

Strategy Deployment
Deployment is not design,
it’s a communications technique
Set directional goals
and enabling constraints
Empower people closest to the
problem to self organize.

Strategy Deployment
Disseminate
Catchball
Back Brief

Strategy Deployment
Strategic Initiatives
Operational Objectives
Tactical Plan

@LeanDog
Current
State
Strategy Deployment
Goal &
Measures
Obstacles
Required
Freedoms
Enabling
Constraints

Value-based
Organization Design
Organizations are
complex adaptive systems
Changes have unintended consequences
that can’t be entirely predicted.
Design interventions using a
sense and respond approach

Value-based
Organization Design
Understand desired outcomes
Visualize the organization's
parts & connections
Map the value stream then overlay

What we covered...
Work, Flow &
Metrics
Work Breakdown
& Specification
Technical
Practices
(…)
Teamwork
Cadence &
Improvement
Multi-team
Coordination
Flow-based
Road Mapping
Strategy
Design
Strategy
Deployment
People-focused
Talent Development
Product/Service
Orientation
Service-driven
Sales & Marketing
Portfolio
Planning &
Prioritization
Value-based
Organization Design
Internal
Coaching
Product
Design &
Definition
Optimization Themes

?
Questions
If you’d like the slides…
…or to discuss something
Please come let us know!
or email
@LeanDog

Cadenced flow overview

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