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SCRUMBAN DEMYSTIFIED
MORE THAN JUST SCRUM + KANBAN
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Section 1 of 8
Foundations
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Agile Recap
Principles of Agile Behavior
 Business value focus
 Dynamic requirements management
 Direct, active communication
 Direct Business / IT collaboration
 Develop working increments
 Sustainable pace
 Simplicity and direct utility
 Continuous improvement
 Motivated, empowered teams
 Technical excellence
 Self-organizing teams
 Success is working solution
Characteristics of Agile Practice
 Balanced value/risk prioritization
 Incremental planning & development
 Low ceremony; high productivity
 Hierarchy of adaptive planning
 Rapid feedback cycles
 Regular rhythms
 Clear definitions of “done”
 Information radiators
 Multidisciplinary teams
 Peer development and review
 Collaborative, shared responsibilities
 Automation of build, integration & test
 Regular reflection and improvement
Agile is a combination of principles & practices
These principles & practices represent a significant body of knowledge
3
Designed for
responsiveness, quality,
innovation & scale
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Lean Recap
Principles of Lean Behavior
 Relentlessly eliminate waste
• Muda – useless or superfluous
• Mura – irregular or inconsistent
• Muri – excessive or unreasonable
 Continuously amplify learning
• Kaizen – improvement or drive to excel
 Decide as late as possible
 Deliver as early as possible
 Empower the team, with support
 Build quality in, from the outset
 Optimize the whole, not just part
Characteristics of Lean Practice
 Balanced value/risk prioritization
 Continuous planning & development
 Low ceremony; high productivity
 Simple, focused, adaptive planning
 Rapid feedback cycles
 Workflow-driven rhythm
 Minimal work-in-progress
 Information radiators (kanban tokens)
 Teams structured to the work
 Peer development and review
 Collaborative, shared responsibilities
 Automation of build/integration & test
 Regular reflection & improvement
Introto Lean Designed for
responsiveness, quality,
regularity & consistency.
Agile & Lean principles & practices are complementary
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Kanban
”...Kanban (capital K) is the evolutionary change
method that utilizes a kanban (small k) pull system,
visualization, and other tools to catalyze the
introduction of Lean ideas into technology
development and IT operations”
David J. Anderson,
Kanban, 2010
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6
The Inter-relationships Visualized
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Section 2 of 8
Kanban Clarified
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WIP Limits
Backlog Defined In-Progress Done Accepted
Blocked
Blocked
Limit = 12 Limit = 4 Limit = 3 Limit = ∞ Limit = ∞
1
4
3
2
A Visual Information Radiator
8
What Most People Associate with Kanban
Value Stream Pull
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ajay@codegenesys.com @ajrdy Official Licensed Material Copyright David J. Anderson & Associates Inc. and Code Genesys, LLC
Dynamic - always changing
Cascading effects camouflage
causation
Amplification & dampening
effects make impact of actions
difficult to predict
Apply synthesis to understand
and manage the complexity
Weightier understandings are
required
It’s a Little More Involved
Systems Thinking…
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ajay@codegenesys.com @ajrdy Official Licensed Material Copyright David J. Anderson & Associates Inc. and Code Genesys, LLC
… and Thinking Systems
Create adaptive capabilities
Connects those adaptive capabilities
to changes in your business
environment.
Example - Toyota’s Quality Circles
• Optional
• Collaborative
• Focused
• Empirical
• Common method
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Defining & Visualizing Closed Systems:
Kanban Underneath the Surface
Inputs
• who generates work
demands?
• How does work reach
you?
• How much work is
demanded, and how
often does it arrive?
Outputs
• What is state of completed
work?
• Who is work delivered to?
• How much work is delivered
and how frequently?
Process
• When & where does responsibility for
work begin and end?
• What steps / phases does it pass through?
• Are phases the same for all work types?
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100% resource utilization = 0% throughput
Henrik Kniberg
Max utilization, Slow flow Lower utilization, Faster flow
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Limiting WIP
Utilization vs. Throughput
Lean Concepts
Waiting times double
between 80% to 90%
utilization and then
double again from 90%
to 95% utilization.
Source : Six Myths of Product Development
Harvard Business Review, May 2012
Donald Reinertsen & Stefan Tomke
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Limiting WIP
Utilization & Wait Times
Source : Implementing Lean Software Development; Mary & Tom Poppendieck
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Enabling Flow Efficiency
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Source : Implementing Lean Software Development; Mary & Tom Poppendieck
Enabling Flow Efficiency
Kanban is a Complementary Framework
1. Supports and Improves Existing Processes
2. Enables More Reliable Forecasting / Predictability
3. Enhances Employee Involvement & Satisfaction
4. Integrates Methodical and Disciplined Techniques as
Part of an Active Management Framework
5. Improves Re-prioritization
6. Transparency of System Design & Operations
7. Fosters Emergence of “Higher Maturity” Teams
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Section 3 of 8
Kanban Metrics
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Core Measurements
Measure the Right Things. Give
them an Appropriate Weight
Measure with an Appropriate
Degree of Certainty & Precision
Make Sense of the Data -
Disciplined Collection and
Analysis
Kanban’s Bias on Measurements
Scrumban visualizes and leverages
Kanban’s additional metrics within
the Scrum context!
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Cumulative Flow Diagram (CFD)
CFD shows the
quantities of work in
progress (WIP) at each
stage in the system.
CFD is a visual
representation of
Little’s Law.
Average Lead Time =
Average Work in
Progress / Average
Throughput
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Lead Time Histogram
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Throughput as an
Indicator of Continuous Improvement
Throughput represents the number of work items delivered in a given time
period.
-- used as an indicator of how well the organization is performing
-- demonstrates continuous improvement
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Flow Efficiency as a
Measure of Potential Improvement
5-40%
• Calculated as touch time
against lead time.
• It indicates how much
room there is for
improvement by
eliminating waste without
changing engineering
methods.
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Section 4 of 8
Kanban & Active Risk Management
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• Kanban seeks to actively identify, manage and set
appropriate expectations around work / work types with
different risk characteristics.
• 3 areas upon which risk is commonly evaluated
• market-based
• work-based
• environment-based
• Cost of Delay functions are easily integrated into a Kanban
system’s visualizations & metrics
• Major distinction from Scrum framework
• embeds purposeful risk management as an added dimension
• visualization and active management facilitates local optimization (vs.
premature optimization such as commitments in form of Sprint Backlog)
Actively Managing Risk
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Common Profiles
Urgent / Emergency Profile - highest risk and
most immediate impact to the business.
Typical policy is for all resources to
immediately stop other work & expedite these
items to completion.
Fixed Cost Profile - medium to high risk, with
immediate impact to business if completed
after required delivery date. Typically
associated with legal commitments &
regulatory requirements. Should be selected
for delivery over standard work when due
dates are looming.
Standard Cost Profile - medium risk with a
shallow and immediate impact. The typical
policy around such items are to process them
on a First-In-First-Out basis.
Common Risk Profiles
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Common Profiles
Intangible / Investment Cost Profile - almost no
risk with a low to moderate impact on the
organization. Typically has no measurable cost
of delay in the near future, and is performed
as needed so the team may continue
developing with high quality and
speed. Examples of such work include
dealing with technical debt, emergent
architectural issues, and general improvement
efforts.
Common Risk Profiles (cont.)
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Example of Risk Visualization
Enhances information upon which to make a pull decision
27
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Section 5 of 8
Scrumban Demystified
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Starting Context = Scrum
Source: Scrum Alliance
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75% of organizations using Scrum will not succeed in
getting the benefits that they hope for from it.
“ “
-Ken Schwaber, co-creator of Scrum
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Why Scrumban Matters
(one reason)
Look at What’s Happening…
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Visualizing Scrumban
The Learning Landscape
• Work Items / Work Cards
(user stories)
• Work Size Estimate
(story points)
• Definition of Done
(acceptance criteria)
• Daily Standups
• Work Type
• Workflow
• Pull
• Ready / Buffer Columns
• Blockers
• Classes of Service
• Capacity Allocations
(explicit WIP limits proto-kanban)
Concepts Familiar to Scrum Teams
New Concepts
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Scrumban can be adopted to help improve
understanding and management of these
practices:
• Product Definitions (MVP / MMF)
• Work Item Prioritization (less subjective
evaluations)
• Release Planning (more reliable forecasts)
• Iteration Planning
• Measuring & Managing Flow (new
capability)
• Story Points / Estimation (accurate
correlations with product delivery)
• …and more
Common Targets
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Scrum Roles
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Description / Purpose Common Challenges How Scrumban Helps
• Cross-functional and self-
organizing teams.
• Designed to optimize
flexibility, creativity and
productivity.
• Maximize feedback &
accelerate ROI by efficiently
delivering iterative Product
Increments.
• Team empowered to organize
and manage work.
• Collective responsibility
fostered by discouraging sub-
teams and specialization.
• Psychological barriers to
change.
• Operate on their own versus
having specific individuals
direct people and processes
(adapting to Scrum Master
role can be particularly
challenging)
• Building effective cross-
functional skillsets within a
development team takes time
and effort.
• Emphasize system
understanding and stability
ahead of change.
• Respect & retain current roles
while developing a shared
understanding of current work
process and policies.
• Work more effectively while
evolving at a comfortable
pace.
• Aid transition to a prescribed
Scrum destination or adapt
roles, ceremonies and
processes to a state that
works best for a given systems
at a given time.
Scrum Ceremonies
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Description / Purpose Common Challenges How Scrumban Helps
• 4 formal events for inspection
and adaption: Sprint Planning,
Daily Scrum, Sprint Review
and Sprint Retrospective.
• Each ceremony serves a
specific purpose and is
essential to Scrum.
• Typically involve degrees of
collaboration designed to
promote:
 mutual understanding
(transparency)
 individual buy-in
 shared commitment
toward a commonly
understood outcome
 a culture of continuous
improvement
• Many organizations modify or
omit ceremonies as a solution
to exposed problems and
dysfunctions (benefits Scrum
would otherwise deliver are
never realized).
• Less mature teams tend to
focus on the wrong issues and
unnecessarily lengthen time
investment.
• Seasoned Scrum Masters can
help teams learn to manage
ceremonies more effectively,
but individual capabilities can
vary significantly and the end
result is often hit or miss.
• Can replace function of
modified or omitted
ceremonies
 Teams can work more
effectively in “broken”
systems as they’re
enabled to evolve.
 Scrum-like frameworks
aren’t condemned to
under perform.
• Reduce or eliminate time
required to complete many
ceremonies by effectively
incorporating their functions
within daily work or other
mechanisms.
Product Backlog
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Description / Purpose Common Challenges How Scrumban Helps
• A dynamic, ordered list of
everything that might be
needed in the product.
 Product Owner is
responsible for the
content, availability
and prioritization.
• Maximizes transparency of
key information to promote a
shared understanding of work
and business objectives.
• Team is collectively
responsible for refining
backlog.
• Organizations often frustrate
purpose & function of P.O.
role by assigning multiple
individuals to serve.
• Subjective prioritization & risk
management techniques.
 Effectiveness depends
upon individual
capabilities.
 Inordinate focus on
templating language &
similar aids over value
& risk.
• Grouping mechanisms such as
theming and slotting are
invented with little business
awareness.
• Work demands from all
sources are visualized; can be
managed with greater
transparency.
• Scientifically based
mechanisms to identify and
measure risk are emphasized.
• Visualized Classes of Service
support JIT localized
prioritization (more informed
handling of work with
different value & risk).
• Visualization & measurement
of work flow through the
value stream helps overcome
inordinate focus on mechanics
(such as templating language).
Release Planning
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Description / Purpose Common Challenges How Scrumban Helps
• Planning in an Agile context
should be iterative, consistent
with self-organizing teams,
and support empirical process
control (meaning plans
emphasize insight over
direction or commitment).
• Agile Release Plans should be
dynamic, and increase in
accuracy as the results of each
Sprint are incorporated.
• Agile Release cycles should be
kept as short as possible
(definitely less than 1 year) to
assure “course corrections”
can be made as early as
possible.
• Planning and estimating in
largely depend upon a single
metric – velocity.
 Reliable forecasting
difficult to achieve as it
is subjective and
unique to each team.
 This fundamental
nature of velocity
makes estimating
difficult to scale.
• Though it’s possible to adjust
deadline, scope, resources
and quality for any given
project, only deadline and
scope tend to be effectively
controllable in most Scrum
contexts.
• Enhanced recognition and
management of risk factors,
additional metrics, and
techniques allowing for
probabilistic forecasting
(based on Little’s Law)
enhances the reliability of
forecasting and improves its
scalability across larger
enterprises.
• The integration of Options
Theory and similar models
into a Scrumban framework
affords more flexibility with
Release Planning.
Sprint Planning
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Description / Purpose Common Challenges How Scrumban Helps
• Time-boxed to a maximum of
4 hours (for a 1-month Sprint).
• Product Owner identifies the
business objective for the
Sprint and identifies Product
Backlog items that will
achieve this goal.
 Development Team
and P.O. agree upon a
Sprint Goal.
• Development Team forecasts
functionality to develop
during Sprint, and assesses
what it can accomplish based
on P.O.’s desires, teams
projected capacity, and team’s
past performance.
• Assumes business priorities
won’t change during Sprint.
• Less mature teams often
challenged to complete all
work within the time-box.
• Full scope of work can only be
discovered as work is done.
• Renegotiation of goals
 Pragmatically depends
on maturity of team.
 Rendered theoretical
because estimates are
viewed as promises.
• Risk of meeting business need
determined by ability to
achieve consensus.
• Additional metrics and
techniques
 Enable JIT mgmt. of
changing priorities
 Reduce time needed
to produce estimates
 Improves reliability of
forecasts
• Supports alternative
frameworks
 Continuous Flow can
eliminate Sprint
Planning altogether.
 SLAs can replace Sprint
commitment as main
trust mechanism.
• Risk of meeting business need
addressed through Lead Time
SLAs and Classes of Service.
Sprint Time-box
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Description / Purpose Common Challenges How Scrumban Helps
• Limited to 1 calendar month
to assure a routine inspect &
adapt cadence.
• Short enough duration that
market needs won’t change
between time work is started
and delivered.
• Protects team from scope
creep. Eliminates ad hoc work
requests that interfere with
productivity.
• Team only commits to
completing work it estimates
is realistic to achieve.
• Duration often established
based on organizational desire
for alignment, but actual
nature & complexity of work
can vary from team to team.
• Some environments are more
rapidly changing than others,
meaning market needs can
change during Sprint.
• Insulating team from work
requests is rarely pragmatic.
Emergency work is a part of
business and we need some
mechanics for managing it.
• Full scope of knowledge work
only discoverable as work is
performed.
• Discovering & understanding
the systems across which
work is performed is used to
set Sprint duration (or
transition out of time boxed
development altogether).
• Prioritization & commitment
to specific work not limited to
the start of a time-box.
• Visualization & Cost of Delay
metrics (CD3) reduce
subjectivity and allow for JIT
prioritization throughout
workflow.
• Visualization of different
Classes of Service improve
recognition and management
of different business needs.
Daily Stand-ups
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Description / Purpose Common Challenges How Scrumban Helps
• 15-minute time-boxed event
to synchronize activities and
plan next 24 hours of work.
• Optimizes the probability of
meeting the Sprint Goal.
• A key inspect and adapt
meeting to help eliminate the
need for other meetings,
improve communications,
promote quick decision-
making and improve team’s
overall knowledge.
• Turn into meaningless “status”
meetings rather than true
synchronization & planning
efforts.
• Impediments managed after
they manifest themselves.
• Probability of meeting the
Sprint Goal still subject to
inherent variability of work.
• Less likelihood of developing
disciplined approaches for
recognizing patterns with
impediments because
continuous improvement
efforts are managed outside
Scrum’s core framework.
• Kanban board as a “real-time”
information radiator shifts
focus away from status and
impediments to opportunities
for inspection and adaption.
• Greater focus on the work and
not the worker reduces need
to manage psychological
barriers.
• Visualization enables scaled
stand-ups across larger or
multiple teams (improving
shared understandings).
• Bias toward integrating
disciplined approaches (katas)
improves scaling and mobility
of team members.
Sprint Review
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Description / Purpose Common Challenges How Scrumban Helps
• 4-hour, time-boxed meeting
(for 1 month Sprints) to
inspect Product Increment.
• Inspect and provide feedback
on completed work plus
collaborate to identify ways to
optimize value. Revised
(reprioritized) Product Backlog
is produced defining probable
work items for the next Sprint.
• Opportunity for entire team
to improve knowledge of
business objectives and
suitability / quality of the
incremental product delivery.
• Often perceived as the
measure of performance and
accountability to stakeholders.
Ends up being misused to
protect reputations in low
trust environments rather
than improve delivery.
• Work is frequently optimized
prematurely in order to meet
the presentation demands
from stakeholders.
• Supplemental mechanisms for
building trust are more or
equally as effective as the
Sprint Review (making it less
likely for the Review to be
misused).
• Multiple Definitions of Done
across each value adding step
improves overall work quality
and reduces likelihood of
premature optimization
aimed at preserving
stakeholder trust.
Sprint Retrospective
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Description / Purpose Common Challenges How Scrumban Helps
• 3-hour, time-boxed meeting
that occurs after the Sprint
Review & before the next
Sprint Planning Meeting.
• A continuous improvement
process to counteract the
natural forces of entropy
(moving from order to chaos)
and sustaining higher levels of
agility and performance.
• Opportunity to inspect how
the last Sprint went in terms
of people, relationships,
process and tools.
 Identify potential
improvements to the
way team works
 Create a plan for
implementing them.
• Sprint mechanism does not
naturally encourage or
provide for capacity to be
allocated toward ongoing
improvement efforts.
• Recognized opportunities to
improve tend to be subjective
or based on anecdotal
evidence rather than
empirical analysis.
• Visualization framework eases
management of striking
balance between delivering
work and executing against
improvement efforts.
• Greater emphasis on the
analysis of empirical data (and
providing more such data to
measure) makes the
continuous improvement
process more effective and
more scalable.
• Disciplined, scientific
approaches to problem-
solving, risk management and
continuous improvement
(katas) create more adaptive
“Thinking Systems.”
Section 6 of 8
GetScrumban Game
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Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
Scrumban Systems are Queuing Systems
(layered within a Scrum Context)
Games Help Us Learn
• Humans think & learn
immeasurably better as part of a
network than on their own.
• Games are a terrain in which to set
our minds free and wander around.
• GetScrumban is an interactive
game where players collaboratively
learn and improve their
understanding of key concepts.
1. Evolutions in Visualizing &
Managing Workflow
2. Evolutions in Recognizing
and Managing Risk
3. Evolutions in Maximizing
Business Value through
Service-Orientation
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Starts in a typical Scrum context –
• An existing Scrum Board
• A Sprint Planning session where
teams estimate stories and
select their Sprint backlog.
As players compete they –
• confront a variety of common
scenarios to manage
• experience how Scrumban
improves shared understanding
s and enables teams to shape
and control demands.
Game Play
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Game play encourages new
ways of thinking by:
• Calling on players to use
both old and new metrics to
inform their decisions
• deciding what changes in
their way of working makes
the most sense.
Game play reflects how
Scrumban works in real life.
• every context is different.
• continuous discovery and
experimentation is an
effective path to better
outcomes.
New Ways of Thinking
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Players can compare and
contrast performance metrics
across teams and games to:
• Learn how to recognize
visible patterns within
performance data and
understand their
significance
• Proactively address issues
before they manifest
themselves as impediments
Mastering Skills
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The Get Scrumban Game
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http://GetScrumban.com
Section 7 of 8
Shaping Demand with Scrumban
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• Most process improvement efforts focus on improving
capabilities.
• Shaping and influencing demand is another way to help bring
systems in balance
• We do this by setting expectations through
probabilistic forecasting
• Starting point with Kanban / Scrumban is:
• Release Planning / Sprint Planning with Little’s Law
Shaping Demand
Establishing Meaningful Expectations
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Project Planning Process
• Concept is Developed
• Project Parameters are Established
• Minimum Viable Product / Minimum
Marketable Features are Defined
• Features are Prioritized
• Estimates of Required Time and Resources
are Established
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The Moving Targets
The amount of work requested.
The amount of time needed.
The amount of resources allocated.
The level of quality delivered.
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The Headaches
Estimating Skills – some individuals /
teams are better than others at
estimating.
Work Item Variability – the development
process has too many variables that
influence “lead time.” Outliers are
inevitable.
Non-uniform Metrics – the most
performance metrics are rarely apples to
apples comparisons.
Politics – estimates are invariably
perceived as commitments.
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Scrum Systems – Estimation & Velocity
• Estimation of hours or
story points is subjective
and imprecise
• Velocity measurements
are only relative and not
comparable across
multiple teams
• Velocity is essentially a
“throughput “-based
measure.
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Kanban Systems – Flow Based
Queuing system design plus granular tracking of work types and
workflow enables probabilistic forecasting.
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Example of visualizing a single
workflow through which all
work types flow. Enables
forecasting based upon
objective measurements vs.
subjective sizing.
Example of visualizing
multiple workflows that
relate to specific classes of
service (each of which may
have different rates of flow).
This system typically allows
for more precise forecasting.
Lead Time Focus
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Traditional Labels – typically
measured as the amount of time
required to deliver a work item.
-- measured from the date of
commitment through delivery
into the first infinite queue
Alternative Labels – shifts
focus to realization of
business value.
-- “flow time” + “delivery
time” is the cycle relevant to
our forecasting process.
Applying Little’s law
Departure rate approximately equals
arrival rate (λ).
No work items get lost and none
remain in the system indefinitely.
Little’s Law holds for queuing
systems where:
training@codegenesys.com Official Licensed Material Copyright CodeGenesys, LLC
Can be applied at both iteration and release
levels...
The Basic Math
Use with care – there are many variables that
influence reliability of any forecast.
Best Use is to attain improved understandings
& to influence expectations vs. making explicit
commitments.
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
But Wait… What About the Z-curve?
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
Little’s Law can only be
reliably applied to work
performed during the 2nd
leg of the project /
release z-curve…
Accounting for
Uncertainty
Natural ebb & flow (associated with the
1st & 3rd legs of the z-curve)
Dark Matter (work expansion that comes
from a better understanding of the work
being undertaken)
Failure Load (defects & technical debt, for
example)
When calculating Project (or Release) lead time,
we need to account for uncertainty in terms of:
Source: Dimitar Bakardzhiev
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
Managing the
Uncertainty
• 1st & 3rd Legs of Z-curve
• Dark Matter
• Failure Load
• Other Risks?
Calculate and Manage Against a Project
Buffer Accounting for:
Have Team Focus on Median Lead Times
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
Project Buffer =
Z-curve coefficient
x
(1 + ave. failure load + ave. dark matter)
x
(# of stories / ave. throughput)
What About Sprint Planning?
The techniques applied in Release Planning can also be employed
at the Sprint Planning level:
• Little's Law provides an additional check and balance on the
correlation between velocity and actual throughput.
• Teams that actively manage risk through embedded Risk
Management techniques (such as Cost of Delay calculations
and / or class of service mechanisms) are enabled to improve
their story selection & prioritization capabilities, improving the
likelihood of meeting their Sprint commitment.
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
Why Risk is Relevant
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
• Higher Risk Means Greater Variability in Lead Times
• greater variability means less predictability
• Factors that Influence Risk
• having to interact with other systems to deliver completed work
• having to work with new systems or technologies
• having to learn about new new business domains
• and many more...
• Quantifying, Tracking & Visualizing Risk
• improves shared understandings of project health
• enables early discovery and intervention
The Result – Better Decisions
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
Which of these projects is more likely to be completed on time?
Back to Sprint Planning
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
Improving the Likelihood of Meeting Your Sprint Commitment
• 70 User Stories remain in the Product Backlog.
• Risk has been quantified on each on a crude scale:
• High Risk Items: 20 User Stories
• Medium Risk Items: 36 User Stories
• Low Risk Items: 14 User Stories
Historical Team Data
• Average Lead Time for All Stories: .9 weeks
• Average Lead Time for High Risk Stories: 1.6 weeks
• Average Lead Time for Low Risk Stories: .4 weeks
# stories = duration x (ave. WIP / ave. lead time)
Proposed Sprint Backlog
Where You Can Go
Modeling & Simulations
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
• Modeling is used when greater precision is required, or when we need to
isolate and measure the impact of specific risk factors in a more granular
fashion.
• Modeling reality through repetitive simulations produces the rough equivalent of
actual performance data
• Past performance data (or its equivalent) improves our understanding of the
probability of various outcomes that would otherwise remain elusive.
• Elevated levels of uncertainty and risk
means greater difficulty developing
accurate forecasts.
• Poor forecasting erodes trust and sense
of predictability with non-technical
leadership.
• Trust & predictability are essential to
sustained agility and high-performance.
Section 8 of 8
Retrospective
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
The most important things cannot be measured“
“
-Deming, W. Edwards. Out of the Crisis.
Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
A GREAT WAY TO START!
Learn More :: Scrumban Kickstart
Start using Scrumban
in Less Than a Day!
WHEN: Monthly - Fourth Wednesday
8:00 AM – 1:30PM
WHERE: Code Genesys
15 Main Street
Hopkinton, MA
Just $249
(pre-registration required)
Private Programs Available
Contact Code Genesys for details
WHY SCRUMBAN?
 Simple & Easy – Starts With What
You’re Already Doing and Makes
Those Practices More Effective
 Improves Focus & Flexibility
 Adds Ways to Identify & Reduce
Wasted Work / Wasted Time
 More Reliable Forecasting &
Planning Capabilities
 Increased Efficiency
 Greater Sustainability
What you walk away with:
 Mastery of Core Principles & Practices
 Analysis of Sources of Demand (where
work is coming from) & Dissatisfaction
(what business needs aren’t being met)
 Value Stream Mapping of Current Process
 Initial Kanban Board Design
 3 Month Gold Level Subscription to
ScrumDo.com plus Follow-up Mentoring
Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
Advanced Training Opportunities
Kanban Foundations (2 Days)
Kanban at Scale (2 Days)
Advanced Practitioners
Private Training
Customized to Your Needs / Delivered on-site
More Details at:
http://codegenesys.com/events
Contact us:
training@codegenesys.com

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Scrumban Demystified

  • 1. SCRUMBAN DEMYSTIFIED MORE THAN JUST SCRUM + KANBAN Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 2. Section 1 of 8 Foundations Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 3. Agile Recap Principles of Agile Behavior  Business value focus  Dynamic requirements management  Direct, active communication  Direct Business / IT collaboration  Develop working increments  Sustainable pace  Simplicity and direct utility  Continuous improvement  Motivated, empowered teams  Technical excellence  Self-organizing teams  Success is working solution Characteristics of Agile Practice  Balanced value/risk prioritization  Incremental planning & development  Low ceremony; high productivity  Hierarchy of adaptive planning  Rapid feedback cycles  Regular rhythms  Clear definitions of “done”  Information radiators  Multidisciplinary teams  Peer development and review  Collaborative, shared responsibilities  Automation of build, integration & test  Regular reflection and improvement Agile is a combination of principles & practices These principles & practices represent a significant body of knowledge 3 Designed for responsiveness, quality, innovation & scale Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 4. Lean Recap Principles of Lean Behavior  Relentlessly eliminate waste • Muda – useless or superfluous • Mura – irregular or inconsistent • Muri – excessive or unreasonable  Continuously amplify learning • Kaizen – improvement or drive to excel  Decide as late as possible  Deliver as early as possible  Empower the team, with support  Build quality in, from the outset  Optimize the whole, not just part Characteristics of Lean Practice  Balanced value/risk prioritization  Continuous planning & development  Low ceremony; high productivity  Simple, focused, adaptive planning  Rapid feedback cycles  Workflow-driven rhythm  Minimal work-in-progress  Information radiators (kanban tokens)  Teams structured to the work  Peer development and review  Collaborative, shared responsibilities  Automation of build/integration & test  Regular reflection & improvement Introto Lean Designed for responsiveness, quality, regularity & consistency. Agile & Lean principles & practices are complementary 4 Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 5. Kanban ”...Kanban (capital K) is the evolutionary change method that utilizes a kanban (small k) pull system, visualization, and other tools to catalyze the introduction of Lean ideas into technology development and IT operations” David J. Anderson, Kanban, 2010 5 Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 6. 6 The Inter-relationships Visualized Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 7. Section 2 of 8 Kanban Clarified Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 8. WIP Limits Backlog Defined In-Progress Done Accepted Blocked Blocked Limit = 12 Limit = 4 Limit = 3 Limit = ∞ Limit = ∞ 1 4 3 2 A Visual Information Radiator 8 What Most People Associate with Kanban Value Stream Pull Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 9. ajay@codegenesys.com @ajrdy Official Licensed Material Copyright David J. Anderson & Associates Inc. and Code Genesys, LLC Dynamic - always changing Cascading effects camouflage causation Amplification & dampening effects make impact of actions difficult to predict Apply synthesis to understand and manage the complexity Weightier understandings are required It’s a Little More Involved Systems Thinking… Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 10. ajay@codegenesys.com @ajrdy Official Licensed Material Copyright David J. Anderson & Associates Inc. and Code Genesys, LLC … and Thinking Systems Create adaptive capabilities Connects those adaptive capabilities to changes in your business environment. Example - Toyota’s Quality Circles • Optional • Collaborative • Focused • Empirical • Common method Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 11. Defining & Visualizing Closed Systems: Kanban Underneath the Surface Inputs • who generates work demands? • How does work reach you? • How much work is demanded, and how often does it arrive? Outputs • What is state of completed work? • Who is work delivered to? • How much work is delivered and how frequently? Process • When & where does responsibility for work begin and end? • What steps / phases does it pass through? • Are phases the same for all work types? Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 12. 100% resource utilization = 0% throughput Henrik Kniberg Max utilization, Slow flow Lower utilization, Faster flow 12 Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Limiting WIP Utilization vs. Throughput
  • 13. Lean Concepts Waiting times double between 80% to 90% utilization and then double again from 90% to 95% utilization. Source : Six Myths of Product Development Harvard Business Review, May 2012 Donald Reinertsen & Stefan Tomke 13 Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Limiting WIP Utilization & Wait Times
  • 14. Source : Implementing Lean Software Development; Mary & Tom Poppendieck 14 Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Enabling Flow Efficiency
  • 15. 15 Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Source : Implementing Lean Software Development; Mary & Tom Poppendieck Enabling Flow Efficiency
  • 16. Kanban is a Complementary Framework 1. Supports and Improves Existing Processes 2. Enables More Reliable Forecasting / Predictability 3. Enhances Employee Involvement & Satisfaction 4. Integrates Methodical and Disciplined Techniques as Part of an Active Management Framework 5. Improves Re-prioritization 6. Transparency of System Design & Operations 7. Fosters Emergence of “Higher Maturity” Teams 16 Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 17. Section 3 of 8 Kanban Metrics Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 18. Core Measurements Measure the Right Things. Give them an Appropriate Weight Measure with an Appropriate Degree of Certainty & Precision Make Sense of the Data - Disciplined Collection and Analysis Kanban’s Bias on Measurements Scrumban visualizes and leverages Kanban’s additional metrics within the Scrum context! Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 19. Cumulative Flow Diagram (CFD) CFD shows the quantities of work in progress (WIP) at each stage in the system. CFD is a visual representation of Little’s Law. Average Lead Time = Average Work in Progress / Average Throughput Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 20. Lead Time Histogram Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 21. Throughput as an Indicator of Continuous Improvement Throughput represents the number of work items delivered in a given time period. -- used as an indicator of how well the organization is performing -- demonstrates continuous improvement Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 22. Flow Efficiency as a Measure of Potential Improvement 5-40% • Calculated as touch time against lead time. • It indicates how much room there is for improvement by eliminating waste without changing engineering methods. Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 23. Section 4 of 8 Kanban & Active Risk Management Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 24. • Kanban seeks to actively identify, manage and set appropriate expectations around work / work types with different risk characteristics. • 3 areas upon which risk is commonly evaluated • market-based • work-based • environment-based • Cost of Delay functions are easily integrated into a Kanban system’s visualizations & metrics • Major distinction from Scrum framework • embeds purposeful risk management as an added dimension • visualization and active management facilitates local optimization (vs. premature optimization such as commitments in form of Sprint Backlog) Actively Managing Risk Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 25. Common Profiles Urgent / Emergency Profile - highest risk and most immediate impact to the business. Typical policy is for all resources to immediately stop other work & expedite these items to completion. Fixed Cost Profile - medium to high risk, with immediate impact to business if completed after required delivery date. Typically associated with legal commitments & regulatory requirements. Should be selected for delivery over standard work when due dates are looming. Standard Cost Profile - medium risk with a shallow and immediate impact. The typical policy around such items are to process them on a First-In-First-Out basis. Common Risk Profiles Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 26. Common Profiles Intangible / Investment Cost Profile - almost no risk with a low to moderate impact on the organization. Typically has no measurable cost of delay in the near future, and is performed as needed so the team may continue developing with high quality and speed. Examples of such work include dealing with technical debt, emergent architectural issues, and general improvement efforts. Common Risk Profiles (cont.) Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 27. Example of Risk Visualization Enhances information upon which to make a pull decision 27 Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 28. Section 5 of 8 Scrumban Demystified Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 29. Starting Context = Scrum Source: Scrum Alliance Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 30. 75% of organizations using Scrum will not succeed in getting the benefits that they hope for from it. “ “ -Ken Schwaber, co-creator of Scrum Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Why Scrumban Matters (one reason)
  • 31. Look at What’s Happening… Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 32. Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Visualizing Scrumban
  • 33. The Learning Landscape • Work Items / Work Cards (user stories) • Work Size Estimate (story points) • Definition of Done (acceptance criteria) • Daily Standups • Work Type • Workflow • Pull • Ready / Buffer Columns • Blockers • Classes of Service • Capacity Allocations (explicit WIP limits proto-kanban) Concepts Familiar to Scrum Teams New Concepts Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 34. Scrumban can be adopted to help improve understanding and management of these practices: • Product Definitions (MVP / MMF) • Work Item Prioritization (less subjective evaluations) • Release Planning (more reliable forecasts) • Iteration Planning • Measuring & Managing Flow (new capability) • Story Points / Estimation (accurate correlations with product delivery) • …and more Common Targets Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 35. Scrum Roles Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Description / Purpose Common Challenges How Scrumban Helps • Cross-functional and self- organizing teams. • Designed to optimize flexibility, creativity and productivity. • Maximize feedback & accelerate ROI by efficiently delivering iterative Product Increments. • Team empowered to organize and manage work. • Collective responsibility fostered by discouraging sub- teams and specialization. • Psychological barriers to change. • Operate on their own versus having specific individuals direct people and processes (adapting to Scrum Master role can be particularly challenging) • Building effective cross- functional skillsets within a development team takes time and effort. • Emphasize system understanding and stability ahead of change. • Respect & retain current roles while developing a shared understanding of current work process and policies. • Work more effectively while evolving at a comfortable pace. • Aid transition to a prescribed Scrum destination or adapt roles, ceremonies and processes to a state that works best for a given systems at a given time.
  • 36. Scrum Ceremonies Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Description / Purpose Common Challenges How Scrumban Helps • 4 formal events for inspection and adaption: Sprint Planning, Daily Scrum, Sprint Review and Sprint Retrospective. • Each ceremony serves a specific purpose and is essential to Scrum. • Typically involve degrees of collaboration designed to promote:  mutual understanding (transparency)  individual buy-in  shared commitment toward a commonly understood outcome  a culture of continuous improvement • Many organizations modify or omit ceremonies as a solution to exposed problems and dysfunctions (benefits Scrum would otherwise deliver are never realized). • Less mature teams tend to focus on the wrong issues and unnecessarily lengthen time investment. • Seasoned Scrum Masters can help teams learn to manage ceremonies more effectively, but individual capabilities can vary significantly and the end result is often hit or miss. • Can replace function of modified or omitted ceremonies  Teams can work more effectively in “broken” systems as they’re enabled to evolve.  Scrum-like frameworks aren’t condemned to under perform. • Reduce or eliminate time required to complete many ceremonies by effectively incorporating their functions within daily work or other mechanisms.
  • 37. Product Backlog Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Description / Purpose Common Challenges How Scrumban Helps • A dynamic, ordered list of everything that might be needed in the product.  Product Owner is responsible for the content, availability and prioritization. • Maximizes transparency of key information to promote a shared understanding of work and business objectives. • Team is collectively responsible for refining backlog. • Organizations often frustrate purpose & function of P.O. role by assigning multiple individuals to serve. • Subjective prioritization & risk management techniques.  Effectiveness depends upon individual capabilities.  Inordinate focus on templating language & similar aids over value & risk. • Grouping mechanisms such as theming and slotting are invented with little business awareness. • Work demands from all sources are visualized; can be managed with greater transparency. • Scientifically based mechanisms to identify and measure risk are emphasized. • Visualized Classes of Service support JIT localized prioritization (more informed handling of work with different value & risk). • Visualization & measurement of work flow through the value stream helps overcome inordinate focus on mechanics (such as templating language).
  • 38. Release Planning Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Description / Purpose Common Challenges How Scrumban Helps • Planning in an Agile context should be iterative, consistent with self-organizing teams, and support empirical process control (meaning plans emphasize insight over direction or commitment). • Agile Release Plans should be dynamic, and increase in accuracy as the results of each Sprint are incorporated. • Agile Release cycles should be kept as short as possible (definitely less than 1 year) to assure “course corrections” can be made as early as possible. • Planning and estimating in largely depend upon a single metric – velocity.  Reliable forecasting difficult to achieve as it is subjective and unique to each team.  This fundamental nature of velocity makes estimating difficult to scale. • Though it’s possible to adjust deadline, scope, resources and quality for any given project, only deadline and scope tend to be effectively controllable in most Scrum contexts. • Enhanced recognition and management of risk factors, additional metrics, and techniques allowing for probabilistic forecasting (based on Little’s Law) enhances the reliability of forecasting and improves its scalability across larger enterprises. • The integration of Options Theory and similar models into a Scrumban framework affords more flexibility with Release Planning.
  • 39. Sprint Planning Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Description / Purpose Common Challenges How Scrumban Helps • Time-boxed to a maximum of 4 hours (for a 1-month Sprint). • Product Owner identifies the business objective for the Sprint and identifies Product Backlog items that will achieve this goal.  Development Team and P.O. agree upon a Sprint Goal. • Development Team forecasts functionality to develop during Sprint, and assesses what it can accomplish based on P.O.’s desires, teams projected capacity, and team’s past performance. • Assumes business priorities won’t change during Sprint. • Less mature teams often challenged to complete all work within the time-box. • Full scope of work can only be discovered as work is done. • Renegotiation of goals  Pragmatically depends on maturity of team.  Rendered theoretical because estimates are viewed as promises. • Risk of meeting business need determined by ability to achieve consensus. • Additional metrics and techniques  Enable JIT mgmt. of changing priorities  Reduce time needed to produce estimates  Improves reliability of forecasts • Supports alternative frameworks  Continuous Flow can eliminate Sprint Planning altogether.  SLAs can replace Sprint commitment as main trust mechanism. • Risk of meeting business need addressed through Lead Time SLAs and Classes of Service.
  • 40. Sprint Time-box Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Description / Purpose Common Challenges How Scrumban Helps • Limited to 1 calendar month to assure a routine inspect & adapt cadence. • Short enough duration that market needs won’t change between time work is started and delivered. • Protects team from scope creep. Eliminates ad hoc work requests that interfere with productivity. • Team only commits to completing work it estimates is realistic to achieve. • Duration often established based on organizational desire for alignment, but actual nature & complexity of work can vary from team to team. • Some environments are more rapidly changing than others, meaning market needs can change during Sprint. • Insulating team from work requests is rarely pragmatic. Emergency work is a part of business and we need some mechanics for managing it. • Full scope of knowledge work only discoverable as work is performed. • Discovering & understanding the systems across which work is performed is used to set Sprint duration (or transition out of time boxed development altogether). • Prioritization & commitment to specific work not limited to the start of a time-box. • Visualization & Cost of Delay metrics (CD3) reduce subjectivity and allow for JIT prioritization throughout workflow. • Visualization of different Classes of Service improve recognition and management of different business needs.
  • 41. Daily Stand-ups Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Description / Purpose Common Challenges How Scrumban Helps • 15-minute time-boxed event to synchronize activities and plan next 24 hours of work. • Optimizes the probability of meeting the Sprint Goal. • A key inspect and adapt meeting to help eliminate the need for other meetings, improve communications, promote quick decision- making and improve team’s overall knowledge. • Turn into meaningless “status” meetings rather than true synchronization & planning efforts. • Impediments managed after they manifest themselves. • Probability of meeting the Sprint Goal still subject to inherent variability of work. • Less likelihood of developing disciplined approaches for recognizing patterns with impediments because continuous improvement efforts are managed outside Scrum’s core framework. • Kanban board as a “real-time” information radiator shifts focus away from status and impediments to opportunities for inspection and adaption. • Greater focus on the work and not the worker reduces need to manage psychological barriers. • Visualization enables scaled stand-ups across larger or multiple teams (improving shared understandings). • Bias toward integrating disciplined approaches (katas) improves scaling and mobility of team members.
  • 42. Sprint Review Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Description / Purpose Common Challenges How Scrumban Helps • 4-hour, time-boxed meeting (for 1 month Sprints) to inspect Product Increment. • Inspect and provide feedback on completed work plus collaborate to identify ways to optimize value. Revised (reprioritized) Product Backlog is produced defining probable work items for the next Sprint. • Opportunity for entire team to improve knowledge of business objectives and suitability / quality of the incremental product delivery. • Often perceived as the measure of performance and accountability to stakeholders. Ends up being misused to protect reputations in low trust environments rather than improve delivery. • Work is frequently optimized prematurely in order to meet the presentation demands from stakeholders. • Supplemental mechanisms for building trust are more or equally as effective as the Sprint Review (making it less likely for the Review to be misused). • Multiple Definitions of Done across each value adding step improves overall work quality and reduces likelihood of premature optimization aimed at preserving stakeholder trust.
  • 43. Sprint Retrospective Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Description / Purpose Common Challenges How Scrumban Helps • 3-hour, time-boxed meeting that occurs after the Sprint Review & before the next Sprint Planning Meeting. • A continuous improvement process to counteract the natural forces of entropy (moving from order to chaos) and sustaining higher levels of agility and performance. • Opportunity to inspect how the last Sprint went in terms of people, relationships, process and tools.  Identify potential improvements to the way team works  Create a plan for implementing them. • Sprint mechanism does not naturally encourage or provide for capacity to be allocated toward ongoing improvement efforts. • Recognized opportunities to improve tend to be subjective or based on anecdotal evidence rather than empirical analysis. • Visualization framework eases management of striking balance between delivering work and executing against improvement efforts. • Greater emphasis on the analysis of empirical data (and providing more such data to measure) makes the continuous improvement process more effective and more scalable. • Disciplined, scientific approaches to problem- solving, risk management and continuous improvement (katas) create more adaptive “Thinking Systems.”
  • 44. Section 6 of 8 GetScrumban Game Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
  • 45. Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys Scrumban Systems are Queuing Systems (layered within a Scrum Context)
  • 46. Games Help Us Learn • Humans think & learn immeasurably better as part of a network than on their own. • Games are a terrain in which to set our minds free and wander around. • GetScrumban is an interactive game where players collaboratively learn and improve their understanding of key concepts. 1. Evolutions in Visualizing & Managing Workflow 2. Evolutions in Recognizing and Managing Risk 3. Evolutions in Maximizing Business Value through Service-Orientation Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 47. Starts in a typical Scrum context – • An existing Scrum Board • A Sprint Planning session where teams estimate stories and select their Sprint backlog. As players compete they – • confront a variety of common scenarios to manage • experience how Scrumban improves shared understanding s and enables teams to shape and control demands. Game Play Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 48. Game play encourages new ways of thinking by: • Calling on players to use both old and new metrics to inform their decisions • deciding what changes in their way of working makes the most sense. Game play reflects how Scrumban works in real life. • every context is different. • continuous discovery and experimentation is an effective path to better outcomes. New Ways of Thinking Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 49. Players can compare and contrast performance metrics across teams and games to: • Learn how to recognize visible patterns within performance data and understand their significance • Proactively address issues before they manifest themselves as impediments Mastering Skills Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 50. The Get Scrumban Game Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys http://GetScrumban.com
  • 51. Section 7 of 8 Shaping Demand with Scrumban Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 52. • Most process improvement efforts focus on improving capabilities. • Shaping and influencing demand is another way to help bring systems in balance • We do this by setting expectations through probabilistic forecasting • Starting point with Kanban / Scrumban is: • Release Planning / Sprint Planning with Little’s Law Shaping Demand Establishing Meaningful Expectations Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
  • 53. Project Planning Process • Concept is Developed • Project Parameters are Established • Minimum Viable Product / Minimum Marketable Features are Defined • Features are Prioritized • Estimates of Required Time and Resources are Established Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com
  • 54. The Moving Targets The amount of work requested. The amount of time needed. The amount of resources allocated. The level of quality delivered. Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
  • 55. The Headaches Estimating Skills – some individuals / teams are better than others at estimating. Work Item Variability – the development process has too many variables that influence “lead time.” Outliers are inevitable. Non-uniform Metrics – the most performance metrics are rarely apples to apples comparisons. Politics – estimates are invariably perceived as commitments. Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
  • 56. Scrum Systems – Estimation & Velocity • Estimation of hours or story points is subjective and imprecise • Velocity measurements are only relative and not comparable across multiple teams • Velocity is essentially a “throughput “-based measure. Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com
  • 57. Kanban Systems – Flow Based Queuing system design plus granular tracking of work types and workflow enables probabilistic forecasting. Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com Example of visualizing a single workflow through which all work types flow. Enables forecasting based upon objective measurements vs. subjective sizing. Example of visualizing multiple workflows that relate to specific classes of service (each of which may have different rates of flow). This system typically allows for more precise forecasting.
  • 58. Lead Time Focus Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys Traditional Labels – typically measured as the amount of time required to deliver a work item. -- measured from the date of commitment through delivery into the first infinite queue Alternative Labels – shifts focus to realization of business value. -- “flow time” + “delivery time” is the cycle relevant to our forecasting process.
  • 59. Applying Little’s law Departure rate approximately equals arrival rate (λ). No work items get lost and none remain in the system indefinitely. Little’s Law holds for queuing systems where: training@codegenesys.com Official Licensed Material Copyright CodeGenesys, LLC Can be applied at both iteration and release levels...
  • 60. The Basic Math Use with care – there are many variables that influence reliability of any forecast. Best Use is to attain improved understandings & to influence expectations vs. making explicit commitments. Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
  • 61. But Wait… What About the Z-curve? Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys Little’s Law can only be reliably applied to work performed during the 2nd leg of the project / release z-curve…
  • 62. Accounting for Uncertainty Natural ebb & flow (associated with the 1st & 3rd legs of the z-curve) Dark Matter (work expansion that comes from a better understanding of the work being undertaken) Failure Load (defects & technical debt, for example) When calculating Project (or Release) lead time, we need to account for uncertainty in terms of: Source: Dimitar Bakardzhiev Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
  • 63. Managing the Uncertainty • 1st & 3rd Legs of Z-curve • Dark Matter • Failure Load • Other Risks? Calculate and Manage Against a Project Buffer Accounting for: Have Team Focus on Median Lead Times Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys Project Buffer = Z-curve coefficient x (1 + ave. failure load + ave. dark matter) x (# of stories / ave. throughput)
  • 64. What About Sprint Planning? The techniques applied in Release Planning can also be employed at the Sprint Planning level: • Little's Law provides an additional check and balance on the correlation between velocity and actual throughput. • Teams that actively manage risk through embedded Risk Management techniques (such as Cost of Delay calculations and / or class of service mechanisms) are enabled to improve their story selection & prioritization capabilities, improving the likelihood of meeting their Sprint commitment. Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
  • 65. Why Risk is Relevant Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys • Higher Risk Means Greater Variability in Lead Times • greater variability means less predictability • Factors that Influence Risk • having to interact with other systems to deliver completed work • having to work with new systems or technologies • having to learn about new new business domains • and many more... • Quantifying, Tracking & Visualizing Risk • improves shared understandings of project health • enables early discovery and intervention
  • 66. The Result – Better Decisions Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys Which of these projects is more likely to be completed on time?
  • 67. Back to Sprint Planning Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys Improving the Likelihood of Meeting Your Sprint Commitment • 70 User Stories remain in the Product Backlog. • Risk has been quantified on each on a crude scale: • High Risk Items: 20 User Stories • Medium Risk Items: 36 User Stories • Low Risk Items: 14 User Stories Historical Team Data • Average Lead Time for All Stories: .9 weeks • Average Lead Time for High Risk Stories: 1.6 weeks • Average Lead Time for Low Risk Stories: .4 weeks # stories = duration x (ave. WIP / ave. lead time) Proposed Sprint Backlog
  • 68. Where You Can Go Modeling & Simulations Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys • Modeling is used when greater precision is required, or when we need to isolate and measure the impact of specific risk factors in a more granular fashion. • Modeling reality through repetitive simulations produces the rough equivalent of actual performance data • Past performance data (or its equivalent) improves our understanding of the probability of various outcomes that would otherwise remain elusive. • Elevated levels of uncertainty and risk means greater difficulty developing accurate forecasts. • Poor forecasting erodes trust and sense of predictability with non-technical leadership. • Trust & predictability are essential to sustained agility and high-performance.
  • 69. Section 8 of 8 Retrospective Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
  • 70. The most important things cannot be measured“ “ -Deming, W. Edwards. Out of the Crisis. Official Licensed Material Copyright CodeGenesys, LLCtraining@codegenesys.com | @codegenesys
  • 71. A GREAT WAY TO START! Learn More :: Scrumban Kickstart Start using Scrumban in Less Than a Day! WHEN: Monthly - Fourth Wednesday 8:00 AM – 1:30PM WHERE: Code Genesys 15 Main Street Hopkinton, MA Just $249 (pre-registration required) Private Programs Available Contact Code Genesys for details WHY SCRUMBAN?  Simple & Easy – Starts With What You’re Already Doing and Makes Those Practices More Effective  Improves Focus & Flexibility  Adds Ways to Identify & Reduce Wasted Work / Wasted Time  More Reliable Forecasting & Planning Capabilities  Increased Efficiency  Greater Sustainability What you walk away with:  Mastery of Core Principles & Practices  Analysis of Sources of Demand (where work is coming from) & Dissatisfaction (what business needs aren’t being met)  Value Stream Mapping of Current Process  Initial Kanban Board Design  3 Month Gold Level Subscription to ScrumDo.com plus Follow-up Mentoring Official Licensed Material Copyright Code Genesys, LLCtraining@codegenesys.com | @codegenesys
  • 72. Advanced Training Opportunities Kanban Foundations (2 Days) Kanban at Scale (2 Days) Advanced Practitioners Private Training Customized to Your Needs / Delivered on-site More Details at: http://codegenesys.com/events Contact us: training@codegenesys.com

Notas del editor

  1. INTRO: -- Scrumban is Agile TRANSITION: -- Scrumban has other roots, too…
  2. INTRO: -- Scrumban is Lean TRANSITION: -- Kanban is in the picture, too
  3. INTRO: -- First problem with helping people understand Scrumban lies with overcoming common misconceptions about Kanban. TRANSITION: -- Scrumban’s foundations are all inter-related
  4. INTRO: -- TRANSITION: -- Let’s get a more complete picture of what Kanban brings to the table
  5. INTRO: -- Most people think of Kanban as the visual board & maybe a few other things TRANSITION: -- It’s a little more involved…
  6. INTRO: -- Kanban really starts with Systems Thinking CONTENT: Some basic characteristics of systems that are necessary to understand them: -- Cause and effect can be uncertain -- Describe amplifying and dampening effects * Example of dampening effect = 3 generations of agile transformation (lots of effort / minimal impact) TRANSITION: -- Understanding systems is critical. Creating Thinking Systems is the objective…
  7. CONTENT: High-performing organizations create systems that enable and improve adaptability in their business processes that are relevant to their specific business environment. This is what we call Thinking Systems. With a shared understanding of the flow of work, the Kanban Method encourages small evolutionary changes -- changes towards a state of excellence. The method encourages us to apply a scientific approach and run experiments to strive towards excellence – it doesn’t define that state of excellence or the specific improvement methods to use. (plug in anything!) * Common models used to move towards excellence include The Theory of Constraints, The System of Profound Knowledge (Deming) and otheres. * Common improvement methods include Improvement Katas / Coaching Katas and A3 Thinking. A great example of a Thinking System is the continuous improvement culture at Toyota. Toyota attributes much of its success to their adoption of highly disciplined problem solving methods. The approach they adopted is often referred to as A3 thinking (based on the single A3-size papers used to capture knowledge from each problem solving effort). A3 problem-solving approach became one of the organization’s common methods for driving continuous improvement.
  8. INTRO: -- Kanban implementations should start with understanding the system within which you work CONTENT: TRANSITION: -- Once we have a basic understanding of our systems, we can start to apply other concepts that represent different perspectives compared to the typical Scrum context
  9. INTRO: -- Limiting WIP is about the relationship between Utilization & Throughput CONTENT: TRANSITION: -- What else can we relate to Utilization?
  10. INTRO: -- Higher Utilization means we wait longer CONTENT: TRANSITION: -- Let’s look at another additional perspective Kanban enables us to focus on
  11. INTRO: -- Flow and by extension flow efficiency is central to kanban CONTENT: TRANSITION: --
  12. INTRO: -- Kanban shares many foundational principles with Scrum, but it also brings additional capabilities to the table CONTENT: TRANSITION: -- Let’s look at some of the specific management tools the Kanban Method allows us to leverage when we layer it on top of a Scrum context
  13. INTRO: -- Kanban’s bias on measurements is an important distinction CONTENT: TRANSITION: --
  14. INTRO: The Cumulative Flow Diagram is central to Kanban CONTENT: Mechanics are simple: -- vertical axis = number of work items -- horizontal axis = timeline. -- important thing is that they are displayed cumulatively. CFD shows the quantities of work in progress (WIP) at each stage in the system. -- If the Kanban system is operating correctly, the bands of the diagram should be smooth and the height stable. CFD is a visual representation of Little’s Law. -- Power of Little’s Law to Kanban teams is not its ability to predict WIP, Thoughput or Leadtime. The true power lies in its ability to influence team expectations and assumptions. When Little’s Law is properly understood by Kanban teams, it will encourage those teams to strive to satisfy the Law’s assumptions which will result in improved predictability and a kanban system that can be “tweaked” to achieve whatever goal is required at the time.
  15. “Scrum is a very simple framework within which the ‘game’ of complex product development is played. Scrum exposes every inadequacy or dysfunction within an organization’s product and system development practices. The intention of Scrum is to make them transparent so the organization can fix them. Unfortunately, many organizations change Scrum to accommodate the inadequacies or dysfunctions instead of solving them.” The grand standing critics of Scrum tend to pounce on this. Scrum defenders point to external factors that drive the outcomes Ken describes. None of this matters to the organization. What matters is getting the right result, and Scrumban can help.
  16. INTRO: -- Let’s use the marketplace as our indicator CONTENT: Another example of misconception -- Kanban is not a process framework, yet the largest tool vendor in the industry gets this wrong in most of their material. What is interesting is the year over year rise of Scrumban. TRANSITION: -- Back to defining Scrumban. Let’s visualize the two systems at play…
  17. INTRO: -- What’s new and what isn’t to Scrum teams adopting Scrumban CONTENT: All these concepts are part of Kanban systems. Even “new” concepts, however, can have some familiar aspects -- e.g. Classes of service – Scrum team may have a sense of priority, but introducing the concept of risk helps orient them to a service-oriented mindset. TRANSITION: -- What do these new concepts and techniques bring us?
  18. Effectiveness of responding to changed conditions highly dependent on overall team maturity.
  19. So now that we have a sense of the background, and a sense of what Kanban was bringing to the table, let’s see how things unfolded
  20. INTRO: -- Creating a stable queuing system is necessary to truly begin taking advantage of Scrumban’s capabilities CONTENT: -- TRANSITION: -- We’ve developed an on-line game trainers and organizations can employ that allows their employees to manage and experience an evolving Scrumban system in a safe environment
  21. INTRO: -- Why a game? CONTENT: TRANSITION: --
  22. INTRO: -- The game is really trying to evoke new ways of thinking CONTENT: TRANSITION: --
  23. INTRO: -- The game is a great way to master skills in a safe environment CONTENT: TRANSITION: --
  24. You can use little law for Release & Sprint Planning. Releases – work items = features Sprints – work items = user stories 2 possible approaches – Plan for a future project based on data obtained from prior work Refine existing forecasts based on data that’s developed as the project / release is being developed.   IMPORTANT – These formulas reference “average” values.  Imprecision can arise from using average (and even median) values.    Don’t let the use of mathematical formulas and proofs mislead you – Scrumban doesn’t magically make your planning and forecasting foolproof and absolute.  At the end of the day, we’re still making assumptions and we’re still applying probabilistic methods.   These approaches don’t provide an absolute answer – just a more informed one.  
  25. INTRO: -- Little’s Law doesn’t really account for the entire project cycle CONTENT: TRANSITION: --
  26. INTRO: -- A calibrated application recognizes uncertainty and accounts for it scientifically CONTENT: -- Uncertainty is reduced by aggregation. TRANSITION: -- After accounting for uncertainty, we need to take steps to manage it…
  27. INTRO: -- There are several different approaches that can be taken to manage uncertainty CONTENT: -- We apply a modified project buffer concept -- Size of the project buffer must be based on the uncertainty involved in the project. The uncertainty must be accessed in terms of technology, people, subject matter, architecture, maturity of the organization and suppliers. *** IMPORTANT - When using kanban systems, the role of the project manager / scrum master shifts from a focus on all tasks to monitoring Average Lead time because if WIP is limited then Throughput depends only on Lead Time. -- We cover these aspects in detail when training or working with clients. TRANSITION: -- So, that’s a very high-level overview around managing Release Planning. Other Scrumban practices let us refine Sprint Planning, too…
  28. INTRO: -- Some specific ways Scrumban can be employed CONTENT: -- TRANSITION: -- We’ve talked about risk profiles generally, but let’s think about risk on a more every-day, pragmatic level
  29. INTRO: -- Risk influences individual work items… and the commitments we make CONTENT: TRANSITION: -- Now let’s consider why actively managing and visualizing is enabling
  30. Work items with higher risk usually have increased variability. Prioritizing higher risk items helps assure overall project & sprint goals are achieved.
  31. INTRO: -- So here’s very basic approach around how Scrumban can improve Sprint Planning CONTENT: TRANSITION: --
  32. INTRO: -- The sky is really the limit… CONTENT: TRANSITION: --