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Introduction to Agile Planning and Project Management By Mike Cottmeyer, Agile Coach LeadingAgile, LLC
Mike CottmeyerLeadingAgilemike@leadingagile.com	1.404.312.1471www.leadingagile.comtwitter.com/mcottmeyerfacebook.com/leadingagilelinkedin.com/in/cottmeyer
A Project is a temporary endeavor, having a defined beginning and end, undertaken to meet unique goals and objectives http://en.wikipedia.org/wiki/Project_management
A Project Manager is a professional in the field of project management.  Project Managers have the responsibility of planning, execution, and closing of any project.  http://en.wikipedia.org/wiki/Project_manager
Project Management is the discipline of planning, organizing, securing and managing resources to bring about the successful completion of specific project goals and objectives.  http://en.wikipedia.org/wiki/Project_management
Agile Values & Principles
The Agile Manifesto (2001) Individuals and Interactions Processes and Tools
The Agile Manifesto (2001) Individuals and Interactions Working software  Processes and Tools Comprehensive documentation
The Agile Manifesto (2001) Individuals and Interactions Working software 	 Customer collaboration Processes and Tools Comprehensive documentation Contract negotiation
The Agile Manifesto (2001) Individuals and Interactions Working software 	 Customer collaboration Responding to change Processes and Tools Comprehensive documentation Contract negotiation Following a plan
The Agile Manifesto (2001) Individuals and Interactions Working software 	 Customer collaboration Responding to change Processes and Tools Comprehensive documentation Contract negotiation Following a plan
The Agile Manifesto (2001) Individuals and Interactions Working software 	 Customer collaboration Responding to change Processes and Tools Comprehensive documentation Contract negotiation Following a plan
Challenging the Project Management Paradigm
The BIG Paradigm Shift Scope Cost Time
The BIG Paradigm Shift Cost Time Scope
The BIG Paradigm Shift Cost Time Reduce Risk Scope
The BIG Paradigm Shift Cost Time IncreaseValue Scope
Is Your Project a Good Candidate for Agile?
Where to Use Agile? Sweet spot in software product development Domains where market requirements change often Initiatives where requirements are unknown or unknowable Complex knowledge work
Process Control Predictive – Processes well defined and predictable.  Process yields acceptable outcomes Empirical – Frequently measure outcomes and adapt the process to accommodate variation
Emergence or Convergence
Fundamentals of Team Based Agile
Team
Developers
Testers Developers
Analyst Testers Developers
Analyst CSM Testers Developers
Product Owner Analyst CSM Testers Developers
Agile Process Flow…
Product Vision Understanding why we are doing what we are doing, who it is for, and the overall market opportunity
Product Backlog The master list of things that we want to build into the product
Iteration Backlog The highest priority items that we intend to build in the next 2-4 weeks
Feedback Loops Inspect and adapt on regular cadences to mitigate delivery risk
Working Product Is the primary measure of progress, at the end of each time-box we have a deliverable
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
User Story Screen User Story Team User Story Report User Story User Story Database User Story User Story
User Story Screen User Story Team User Story Report User Story User Story Database User Story User Story
Agile Non-Negotiables Teams Backlog Cadence Done
My Customer Doesn’t Give a Crap About User Stories!
Epics collections of features, typically 1-3 months in duration.  Epics span releases.  Epics can span more than one team.  These are the things the market cares about.  Epic
Epics collections of features, typically 1-3 months in duration.  Epics span releases.  Epics can span more than one team.  These are the things the market cares about.  Epic Features are smaller than epics, typically 2-4 weeks in duration.  Features are contained within releases.  Ideally, features are contained within a team.  These are what the Product Owner Cares about.   Feature
Epics collections of features, typically 1-3 months in duration.  Epics span releases.  Epics can span more than one team.  These are the things the market cares about.  Epic Features are smaller than epics, typically 2-4 weeks in duration.  Features are contained within releases.  Ideally, features are contained within a team.  These are what the Product Owner Cares about.   Feature User Stories are the smallest increment of value, typically less than a week.  User Stories are contained within sprint.  These are the things Engineering Management Cares about.  User  Story
Story Maps visually show the relationship between User Stories and Business Value Epic Feature Feature Feature Feature User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
INVEST Independent Negotiable Valuable Estimateable Small… Sized Appropriately Testable
Story Maps start with the identification of larger, more strategic organizational goals Epic
Epicsare decomposed into Features that describe the value added into the product Epic Feature
Epicsare decomposed into Features that describe the value added into the product Epic Feature Feature
Epicsare decomposed into Features that describe the value added into the product Epic Feature Feature Feature
Epicsare decomposed into Features that describe the value added into the product Epic Feature Feature Feature Feature
Featuresare decomposed into User Stories that are thin slices of value added into the system Epic Feature Feature Feature Feature User Story User Story User Story User Story
Featuresare decomposed into User Stories that are thin slices of value added into the system Epic Feature Feature Feature Feature User Story User Story User Story User Story User Story User Story User Story User Story
Featuresare decomposed into User Stories that are thin slices of value added into the system Epic Feature Feature Feature Feature User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
Featuresare decomposed into User Stories that are thin slices of value added into the system Epic Feature Feature Feature Feature User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
Relative Estimation Start with something small and knowable Give it an arbitrary value of one Estimate everything else relative to the original story Planning poker encourages communication and leads to shared understanding Over time becomes incredibly accurate
User Stories are estimated in relative units of measure called Story Points Epic 1 1 Feature Feature Feature Feature 1 1 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
User Stories are estimated in relative units of measure called Story Points Epic 1 1 Feature Feature Feature Feature 1 1 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
User Stories are estimated in relative units of measure called Story Points Epic 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
Story Points can be added up to size Features Epic 11 7 8 12 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
Feature Points can be added up to size Epics 38 Epic 11 7 8 12 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
Varying Scope Using the Minimally Marketable Feature
Our Goal is to build the smallest system possible to deliver the value in the Epic 38 Epic 11 7 8 12 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
We continuously evaluate the Story Map to determine the Minimally Marketable Feature 38 Epic 11 7 8 12 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
We continuously evaluate the Story Map to determine the Minimally Marketable Feature 38 Epic 11 7 8 12 3 1 2 1 User Story User Story User Story Feature Feature Feature Feature 3 2 3 5 User Story User Story User Story 5 2 3 2 User Story User Story User Story 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story
When we focus on Minimally Marketable Features, we deliver Business Value early 26 Epic 10 4 7 5 3 1 2 1 User Story User Story User Story Feature Feature Feature Feature 3 2 3 5 User Story User Story User Story 5 2 3 2 User Story User Story User Story 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story
Managing & Controlling Agile the Delivery Process
Minimally Marketable Featuresfeed the prioritization of our Sprint Planning Story Backlog In Process Task Done Task Backlog Story Backlog
Identify the User Story most likely to contribute to the MMF and build that one first Story Backlog In Process Task Done Task Backlog Story Backlog
Identify the User Story most likely to contribute to the MMF and build that one first Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story
Pull User Stories in priority order focusing on delivering complete MMFs Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story
Pull User Stories in priority order focusing on delivering complete MMFs Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story 2 User Story
It’s okay to work User Stories across MMFs if that is what the Product Owner needs Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story 2 User Story
It’s okay to work User Stories across MMFs if that is what the Product Owner needs Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story 2 User Story 1 User Story
The team uses its past velocity to determine how many stories go in the Sprint Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story 2 User Story 1 User Story
The Team breaks each User Story down into Tasks Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 Task Task User Story Task 2 User Story 1 User Story
The Team breaks each User Story down into Tasks Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 Task Task User Story Task 2 Task Task User Story Task Task 1 User Story
The Team breaks each User Story down into Tasks Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 Task Task User Story Task 2 Task Task User Story Task Task Task Task 1 User Story Task Task
And estimates each Task in Real Hours so they can assess if they can make a solid Commitment to Deliver Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 16 8 Task Task User Story 8 Task 2 Task Task User Story Task Task Task Task 1 User Story Task Task
And estimates each Task in Real Hours so they can assess if they can make a solid Commitment to Deliver Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 16 8 Task Task User Story 8 Task 2 2 16 Task Task User Story 8 Task 4 Task Task Task 1 User Story Task Task
And estimates each Task in Real Hours so they can assess if they can make a solid Commitment to Deliver Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 16 8 Task Task User Story 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 16 8 Task Task
At the beginning of the Sprint, The Team pulls Tasks from the top of the Task Backlog Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 16 8 Task Task
Tasks move across the Story Board until there is a completed User Story.   Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 16 8 Task Task
Tasks move across the Story Board until there is a completed User Story.   Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
Tasks move across the Story Board until there is a completed User Story.   Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
The Team works from the top of the Story Board, Swarming to get  User Stories across the board as fast as possible .   Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
The Team works from the top of the Story Board, Swarming to get  User Stories across the board as fast as possible .   Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
The Team works from the top of the Story Board, Swarming to get  User Stories across the board as fast as possible .   Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
Until the entire Sprint has been delivered to the Product Owner.   Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 1 8 4 Task User Story Task 8 Task 16 Task
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down points to make sure the Release is on track 38 96 6 6 Release Burndown Sprint Burndown Velocity Trend
From a Metrics perspective, we Burn Down points to make sure the Release is on track 38 96 8 6 6 Release Burndown Sprint Burndown Velocity Trend
We track Velocity Trend to make sure the team is delivering in a Predictable manner 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
When the Release is ready to deliver, The Team has completed the highest priority User Stories, against the highest priority Features ,against the highest priority Epics.   38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
When the Release is ready to deliver, The Team has completed the highest priority User Stories, against the highest priority Features ,against the highest priority Epics.   Everyone is focused on delivering value early and often! 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
Predicting the Future… Agile Fortune Telling
Yesterday’s Weather Past performance is our best indicator of future performance The amount of product we were able to build during the last iteration, is a pretty good indicator of what we’ll be able to deliver this iteration The same goes for releases
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
Team Level Release Planning Use past velocity to determine roughly how much content can fit into the upcoming release Vary scope by focusing on the MMF to fine tune the implementation as you build the emerging product
Agile Project Management in Larger, More Complex Enterprises
Agile in the Enterprise
Agile in the Enterprise
Enterprise Agile
Enterprise Agile... it’s different!
Enterprise Agile
Enterprise Agile
Enterprise Agile
Enterprise Agile
Enterprise Agile
Enterprise Agile
Enterprise Agile
Multi-Team Release Planning Use past velocity to determine roughly how much content can fit into the upcoming release Vary scope by focusing on the MMF to fine tune the implementation as you build the emerging product  Sequence backlogs so deliverables are coordinated across agile teams Reduces business agility
Let’s Talk About the Stuff That Breaks Agile
External Dependencies
External Dependencies
External Dependencies
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Many-to-Many Relationships
Agile Project, Program, and Portfolio Management using Lean, Kanban, and TOC
Team 1
Team 1 Team 2
Team 1 Team 2 Team 3
Team 1 Team 2 Team 3 Team 4
Team 1 Team 2 Team 3 Team 4 Team 5
Establishing the relationship between team level velocity and enterprise level throughput?
Team predictability is one thing, but organizations need to be able to track value at the Epic level Epic
Team predictability is one thing, but organizations need to be able to track value at the Epic level Epic We need a mechanism to make sure features that span multiple Scrum teams are treated with the same sense of awareness as single-product features.    Feature
Team predictability is one thing, but organizations need to be able to track value at the Epic level Epic We need a mechanism to make sure features that span multiple Scrum teams are treated with the same sense of awareness as single-product features.    Feature All of our day-to-day activities need to clearly map to enterprise objectives.  We need to build product as one organization User  Story
Story Backlog In Process Task Done Task Backlog Story Backlog Tier 1 - Scrum
Deploy Build	 Test	 Design Analysis Tier 2 - Kanban Story Backlog In Process Task Done Task Backlog Story Backlog Tier 1 - Scrum
Construction Transition Elaboration Inception Tier 3 - Kanban Deploy Build	 Test	 Design Analysis Tier 2 - Kanban Story Backlog In Process Task Done Task Backlog Story Backlog Tier 1 - Scrum
Kanban creates a pull system across the entire portfolio that is limited by your actual capacity
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Story Backlog In Process Task Done Task Backlog Story Backlog
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Story Backlog In Process Task Done Task Backlog Story Backlog
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog Spike
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog User Story User Story Spike
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story 8 Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story 8 Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story 8 Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 Task User Story User Story Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story Spike 8 Task 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story Spike 8 Task 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task Task User Story User Story User Story User Story 8 Task Spike Spike 8 Task 8 8 Task Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story User Story User Story Spike Spike 8 Task 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task User Story User Story 8 Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task User Story User Story 8 Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task User Story User Story 8 Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task User Story User Story 8 Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task 8 User Story User Story Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task 8 User Story User Story Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task 8 User Story User Story Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task 8 User Story User Story Task Spike 8 Task
Construction Transition Elaboration Inception Epic Epic Epic Epic Deploy Build	 Test	 Design Analysis Feature Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 8 Task Task Task 8 User Story User Story User Story User Story 8 Task Task Spike Spike 8 8 8 Task Task Task
At the team level, velocity metrics drive predictability 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
At the program/product level, lean metrics are more meaningful At the team level, velocity metrics drive predictability 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
At the enterprise level, lean metrics are also the more interesting metric At the program/product level, lean metrics are more meaningful At the team level, velocity metrics drive predictability 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
Enterprise Release Planning Use Scrum at the team level to drive predictable outcomes Balance the backlogs across team to optimize the flow of value at the Feature and Epic level Use metrics to plan the number of Features and Epics that can be included in a release
Agile Project Managers	 Manage the System, not the People Clear the path, enable the teams and the organization Drive shared understanding of delivery risk Systems thinking, look out for the whole
Agile Project Manager Team PM Team Team Team Team Team Team Team APM
Mike CottmeyerLeadingAgilemike@leadingagile.com	1.404.312.1471www.leadingagile.comtwitter.com/mcottmeyerfacebook.com/leadingagilelinkedin.com/in/cottmeyer

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Introduction to Agile Planning and Project Management

  • 1. Introduction to Agile Planning and Project Management By Mike Cottmeyer, Agile Coach LeadingAgile, LLC
  • 3. A Project is a temporary endeavor, having a defined beginning and end, undertaken to meet unique goals and objectives http://en.wikipedia.org/wiki/Project_management
  • 4. A Project Manager is a professional in the field of project management. Project Managers have the responsibility of planning, execution, and closing of any project. http://en.wikipedia.org/wiki/Project_manager
  • 5. Project Management is the discipline of planning, organizing, securing and managing resources to bring about the successful completion of specific project goals and objectives. http://en.wikipedia.org/wiki/Project_management
  • 6. Agile Values & Principles
  • 7. The Agile Manifesto (2001) Individuals and Interactions Processes and Tools
  • 8. The Agile Manifesto (2001) Individuals and Interactions Working software Processes and Tools Comprehensive documentation
  • 9. The Agile Manifesto (2001) Individuals and Interactions Working software Customer collaboration Processes and Tools Comprehensive documentation Contract negotiation
  • 10. The Agile Manifesto (2001) Individuals and Interactions Working software Customer collaboration Responding to change Processes and Tools Comprehensive documentation Contract negotiation Following a plan
  • 11. The Agile Manifesto (2001) Individuals and Interactions Working software Customer collaboration Responding to change Processes and Tools Comprehensive documentation Contract negotiation Following a plan
  • 12. The Agile Manifesto (2001) Individuals and Interactions Working software Customer collaboration Responding to change Processes and Tools Comprehensive documentation Contract negotiation Following a plan
  • 13. Challenging the Project Management Paradigm
  • 14. The BIG Paradigm Shift Scope Cost Time
  • 15. The BIG Paradigm Shift Cost Time Scope
  • 16. The BIG Paradigm Shift Cost Time Reduce Risk Scope
  • 17. The BIG Paradigm Shift Cost Time IncreaseValue Scope
  • 18. Is Your Project a Good Candidate for Agile?
  • 19. Where to Use Agile? Sweet spot in software product development Domains where market requirements change often Initiatives where requirements are unknown or unknowable Complex knowledge work
  • 20. Process Control Predictive – Processes well defined and predictable. Process yields acceptable outcomes Empirical – Frequently measure outcomes and adapt the process to accommodate variation
  • 22. Fundamentals of Team Based Agile
  • 23. Team
  • 27. Analyst CSM Testers Developers
  • 28. Product Owner Analyst CSM Testers Developers
  • 30. Product Vision Understanding why we are doing what we are doing, who it is for, and the overall market opportunity
  • 31. Product Backlog The master list of things that we want to build into the product
  • 32. Iteration Backlog The highest priority items that we intend to build in the next 2-4 weeks
  • 33. Feedback Loops Inspect and adapt on regular cadences to mitigate delivery risk
  • 34. Working Product Is the primary measure of progress, at the end of each time-box we have a deliverable
  • 35. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 36. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 37. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 38. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 39. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 40. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 41. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 42. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 43. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 44. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 45. User Story Screen User Story Team User Story Report User Story User Story Database User Story User Story
  • 46. User Story Screen User Story Team User Story Report User Story User Story Database User Story User Story
  • 47. Agile Non-Negotiables Teams Backlog Cadence Done
  • 48. My Customer Doesn’t Give a Crap About User Stories!
  • 49. Epics collections of features, typically 1-3 months in duration. Epics span releases. Epics can span more than one team. These are the things the market cares about. Epic
  • 50. Epics collections of features, typically 1-3 months in duration. Epics span releases. Epics can span more than one team. These are the things the market cares about. Epic Features are smaller than epics, typically 2-4 weeks in duration. Features are contained within releases. Ideally, features are contained within a team. These are what the Product Owner Cares about. Feature
  • 51. Epics collections of features, typically 1-3 months in duration. Epics span releases. Epics can span more than one team. These are the things the market cares about. Epic Features are smaller than epics, typically 2-4 weeks in duration. Features are contained within releases. Ideally, features are contained within a team. These are what the Product Owner Cares about. Feature User Stories are the smallest increment of value, typically less than a week. User Stories are contained within sprint. These are the things Engineering Management Cares about. User Story
  • 52. Story Maps visually show the relationship between User Stories and Business Value Epic Feature Feature Feature Feature User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 53. INVEST Independent Negotiable Valuable Estimateable Small… Sized Appropriately Testable
  • 54. Story Maps start with the identification of larger, more strategic organizational goals Epic
  • 55. Epicsare decomposed into Features that describe the value added into the product Epic Feature
  • 56. Epicsare decomposed into Features that describe the value added into the product Epic Feature Feature
  • 57. Epicsare decomposed into Features that describe the value added into the product Epic Feature Feature Feature
  • 58. Epicsare decomposed into Features that describe the value added into the product Epic Feature Feature Feature Feature
  • 59. Featuresare decomposed into User Stories that are thin slices of value added into the system Epic Feature Feature Feature Feature User Story User Story User Story User Story
  • 60. Featuresare decomposed into User Stories that are thin slices of value added into the system Epic Feature Feature Feature Feature User Story User Story User Story User Story User Story User Story User Story User Story
  • 61. Featuresare decomposed into User Stories that are thin slices of value added into the system Epic Feature Feature Feature Feature User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 62. Featuresare decomposed into User Stories that are thin slices of value added into the system Epic Feature Feature Feature Feature User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 63. Relative Estimation Start with something small and knowable Give it an arbitrary value of one Estimate everything else relative to the original story Planning poker encourages communication and leads to shared understanding Over time becomes incredibly accurate
  • 64. User Stories are estimated in relative units of measure called Story Points Epic 1 1 Feature Feature Feature Feature 1 1 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 65. User Stories are estimated in relative units of measure called Story Points Epic 1 1 Feature Feature Feature Feature 1 1 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 66. User Stories are estimated in relative units of measure called Story Points Epic 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 67. Story Points can be added up to size Features Epic 11 7 8 12 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 68. Feature Points can be added up to size Epics 38 Epic 11 7 8 12 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 69. Varying Scope Using the Minimally Marketable Feature
  • 70. Our Goal is to build the smallest system possible to deliver the value in the Epic 38 Epic 11 7 8 12 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 71. We continuously evaluate the Story Map to determine the Minimally Marketable Feature 38 Epic 11 7 8 12 3 1 2 1 Feature Feature Feature Feature 3 2 3 5 5 2 3 2 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story
  • 72. We continuously evaluate the Story Map to determine the Minimally Marketable Feature 38 Epic 11 7 8 12 3 1 2 1 User Story User Story User Story Feature Feature Feature Feature 3 2 3 5 User Story User Story User Story 5 2 3 2 User Story User Story User Story 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story
  • 73. When we focus on Minimally Marketable Features, we deliver Business Value early 26 Epic 10 4 7 5 3 1 2 1 User Story User Story User Story Feature Feature Feature Feature 3 2 3 5 User Story User Story User Story 5 2 3 2 User Story User Story User Story 1 1 2 2 User Story User Story User Story User Story User Story User Story User Story
  • 74. Managing & Controlling Agile the Delivery Process
  • 75. Minimally Marketable Featuresfeed the prioritization of our Sprint Planning Story Backlog In Process Task Done Task Backlog Story Backlog
  • 76. Identify the User Story most likely to contribute to the MMF and build that one first Story Backlog In Process Task Done Task Backlog Story Backlog
  • 77. Identify the User Story most likely to contribute to the MMF and build that one first Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story
  • 78. Pull User Stories in priority order focusing on delivering complete MMFs Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story
  • 79. Pull User Stories in priority order focusing on delivering complete MMFs Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story 2 User Story
  • 80. It’s okay to work User Stories across MMFs if that is what the Product Owner needs Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story 2 User Story
  • 81. It’s okay to work User Stories across MMFs if that is what the Product Owner needs Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story 2 User Story 1 User Story
  • 82. The team uses its past velocity to determine how many stories go in the Sprint Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 User Story 2 User Story 1 User Story
  • 83. The Team breaks each User Story down into Tasks Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 Task Task User Story Task 2 User Story 1 User Story
  • 84. The Team breaks each User Story down into Tasks Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 Task Task User Story Task 2 Task Task User Story Task Task 1 User Story
  • 85. The Team breaks each User Story down into Tasks Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 Task Task User Story Task 2 Task Task User Story Task Task Task Task 1 User Story Task Task
  • 86. And estimates each Task in Real Hours so they can assess if they can make a solid Commitment to Deliver Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 16 8 Task Task User Story 8 Task 2 Task Task User Story Task Task Task Task 1 User Story Task Task
  • 87. And estimates each Task in Real Hours so they can assess if they can make a solid Commitment to Deliver Planned Team Velocity = 6 points Story Backlog In Process Task Done Task Backlog Story Backlog 3 16 8 Task Task User Story 8 Task 2 2 16 Task Task User Story 8 Task 4 Task Task Task 1 User Story Task Task
  • 88. And estimates each Task in Real Hours so they can assess if they can make a solid Commitment to Deliver Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 16 8 Task Task User Story 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 16 8 Task Task
  • 89. At the beginning of the Sprint, The Team pulls Tasks from the top of the Task Backlog Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 16 8 Task Task
  • 90. Tasks move across the Story Board until there is a completed User Story. Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 16 8 Task Task
  • 91. Tasks move across the Story Board until there is a completed User Story. Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
  • 92. Tasks move across the Story Board until there is a completed User Story. Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
  • 93. The Team works from the top of the Story Board, Swarming to get User Stories across the board as fast as possible . Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
  • 94. The Team works from the top of the Story Board, Swarming to get User Stories across the board as fast as possible . Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
  • 95. The Team works from the top of the Story Board, Swarming to get User Stories across the board as fast as possible . Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 8 4 Task Task 1 User Story 8 Task 16 Task
  • 96. Until the entire Sprint has been delivered to the Product Owner. Planned Team Velocity = 6 points Planned Estimated Hours = 98 hours Story Backlog In Process Task Done Task Backlog Story Backlog 3 8 Task User Story 16 Task 8 Task 2 2 16 Task Task User Story 8 Task 4 Task 1 8 4 Task User Story Task 8 Task 16 Task
  • 97. From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
  • 98. From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
  • 99. From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
  • 100. From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
  • 101. From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
  • 102. From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
  • 103. From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
  • 104. From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
  • 105. From a Metrics perspective, we Burn Down hours to make sure the sprint is on track 38 96 6 Release Burndown Sprint Burndown Velocity Trend
  • 106. From a Metrics perspective, we Burn Down points to make sure the Release is on track 38 96 6 6 Release Burndown Sprint Burndown Velocity Trend
  • 107. From a Metrics perspective, we Burn Down points to make sure the Release is on track 38 96 8 6 6 Release Burndown Sprint Burndown Velocity Trend
  • 108. We track Velocity Trend to make sure the team is delivering in a Predictable manner 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
  • 109. When the Release is ready to deliver, The Team has completed the highest priority User Stories, against the highest priority Features ,against the highest priority Epics. 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
  • 110. When the Release is ready to deliver, The Team has completed the highest priority User Stories, against the highest priority Features ,against the highest priority Epics. Everyone is focused on delivering value early and often! 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
  • 111. Predicting the Future… Agile Fortune Telling
  • 112. Yesterday’s Weather Past performance is our best indicator of future performance The amount of product we were able to build during the last iteration, is a pretty good indicator of what we’ll be able to deliver this iteration The same goes for releases
  • 113. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 114. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 115. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 116. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 117. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 118. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 119. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 120. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 121. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 122. Project (years) Release (months) Release (months) Release (months) I1 I2 I3 I4 I5 I6 I7 I8 I9
  • 123. Team Level Release Planning Use past velocity to determine roughly how much content can fit into the upcoming release Vary scope by focusing on the MMF to fine tune the implementation as you build the emerging product
  • 124. Agile Project Management in Larger, More Complex Enterprises
  • 125. Agile in the Enterprise
  • 126. Agile in the Enterprise
  • 136. Multi-Team Release Planning Use past velocity to determine roughly how much content can fit into the upcoming release Vary scope by focusing on the MMF to fine tune the implementation as you build the emerging product Sequence backlogs so deliverables are coordinated across agile teams Reduces business agility
  • 137. Let’s Talk About the Stuff That Breaks Agile
  • 150. Agile Project, Program, and Portfolio Management using Lean, Kanban, and TOC
  • 151. Team 1
  • 153. Team 1 Team 2 Team 3
  • 154. Team 1 Team 2 Team 3 Team 4
  • 155. Team 1 Team 2 Team 3 Team 4 Team 5
  • 156. Establishing the relationship between team level velocity and enterprise level throughput?
  • 157. Team predictability is one thing, but organizations need to be able to track value at the Epic level Epic
  • 158. Team predictability is one thing, but organizations need to be able to track value at the Epic level Epic We need a mechanism to make sure features that span multiple Scrum teams are treated with the same sense of awareness as single-product features. Feature
  • 159. Team predictability is one thing, but organizations need to be able to track value at the Epic level Epic We need a mechanism to make sure features that span multiple Scrum teams are treated with the same sense of awareness as single-product features. Feature All of our day-to-day activities need to clearly map to enterprise objectives. We need to build product as one organization User Story
  • 160. Story Backlog In Process Task Done Task Backlog Story Backlog Tier 1 - Scrum
  • 161. Deploy Build Test Design Analysis Tier 2 - Kanban Story Backlog In Process Task Done Task Backlog Story Backlog Tier 1 - Scrum
  • 162. Construction Transition Elaboration Inception Tier 3 - Kanban Deploy Build Test Design Analysis Tier 2 - Kanban Story Backlog In Process Task Done Task Backlog Story Backlog Tier 1 - Scrum
  • 163. Kanban creates a pull system across the entire portfolio that is limited by your actual capacity
  • 164. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Story Backlog In Process Task Done Task Backlog Story Backlog
  • 165. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Story Backlog In Process Task Done Task Backlog Story Backlog
  • 166. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog
  • 167. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog
  • 168. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog Spike
  • 169. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog User Story User Story Spike
  • 170. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 171. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 172. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 173. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 174. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 175. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 176. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 177. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 178. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 179. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 8 Task Task User Story User Story Spike 8 Task
  • 180. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
  • 181. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
  • 182. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
  • 183. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
  • 184. Construction Transition Elaboration Inception Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 User Story User Story Task Spike 8 Task
  • 185. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story 8 Task Spike 8 Task
  • 186. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story 8 Task Spike 8 Task
  • 187. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story 8 Task Spike 8 Task
  • 188. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task 8 Task User Story User Story Spike 8 Task
  • 189. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story Spike 8 Task 8 Task
  • 190. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story Spike 8 Task 8 Task
  • 191. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task Task User Story User Story User Story User Story 8 Task Spike Spike 8 Task 8 8 Task Task
  • 192. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 16 Task User Story User Story User Story User Story Spike Spike 8 Task 8 Task
  • 193. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task User Story User Story 8 Task Spike 8 Task
  • 194. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task User Story User Story 8 Task Spike 8 Task
  • 195. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task User Story User Story 8 Task Spike 8 Task
  • 196. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task User Story User Story 8 Task Spike 8 Task
  • 197. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task 8 User Story User Story Task Spike 8 Task
  • 198. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task 8 User Story User Story Task Spike 8 Task
  • 199. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task 8 User Story User Story Task Spike 8 Task
  • 200. Construction Transition Elaboration Inception Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 Task 8 User Story User Story Task Spike 8 Task
  • 201. Construction Transition Elaboration Inception Epic Epic Epic Epic Deploy Build Test Design Analysis Feature Feature Feature Feature Feature Feature Story Backlog In Process Task Done Task Backlog Story Backlog 8 8 Task Task Task 8 User Story User Story User Story User Story 8 Task Task Spike Spike 8 8 8 Task Task Task
  • 202. At the team level, velocity metrics drive predictability 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
  • 203. At the program/product level, lean metrics are more meaningful At the team level, velocity metrics drive predictability 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
  • 204. At the enterprise level, lean metrics are also the more interesting metric At the program/product level, lean metrics are more meaningful At the team level, velocity metrics drive predictability 38 96 8 6 6 5 Release Burndown Sprint Burndown Velocity Trend
  • 205. Enterprise Release Planning Use Scrum at the team level to drive predictable outcomes Balance the backlogs across team to optimize the flow of value at the Feature and Epic level Use metrics to plan the number of Features and Epics that can be included in a release
  • 206. Agile Project Managers Manage the System, not the People Clear the path, enable the teams and the organization Drive shared understanding of delivery risk Systems thinking, look out for the whole
  • 207. Agile Project Manager Team PM Team Team Team Team Team Team Team APM

Notas del editor

  1. So, before we get started, a little about me. My name is Mike Cottmeyer, I am an agile transformation coach with Pillar technology. Before I joined Pillar I was a trainer and consultant with VersionOne. Before that I ran a pretty large agile portfolio of projects for CheckFree (now Fiserv). Pillar Technology has been around for about 13 years and is just about 100 people strong. Pillar specializes in agile transformation and project delivery. We can bring in agile coaches on the leadership and project management side. We can bring in coaches to help you with TDD. We can spin up teams and help you deliver projects.
  2. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  3. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  4. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  5. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  6. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  7. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  8. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  9. So here is our small agile team.
  10. Agile teams are cross functional units that have everything they need to deliver some increment of business value. In a software organization… the agile team is going to have one or more developers…
  11. They will have one or more QA testers. Sometimes teams have technical testers that are responsible for writing unit tests… sometimes this is left up to the developers. Sometimes teams have manual testers… possibly exercising the UI. Many teams will do both kinds of testing.
  12. Sometimes a team will someone playing the role of business analyst. This can be a dedicated position on the team… or it might be blended with some other role… maybe a lead developer. Often times teams will have a BA that is serving as a proxy product owner for the real customer or product owner. Dedicated or blended Custome proxy
  13. Agile teams will usually have someone in the role of ScrumMaster or Agile process coordinator. This can be a dedicated position on the team or a role that is shared with another role on the team. Sometimes you have a dedicated ScrumMaster but they are working with more than one agile team at a time.
  14. Last but not least we have a product owner. They are the interface between the team and the business. They are the single wringable neck and responsible for the business outcomes of the product. They define requirements, set the priorties, and othewise help the team converge on the best possible outcome to meet the business objectives. Agile teams have all these roles in some form or fashion… they are self contained and independent. This kind of team is the backdrop to almost everything you read about adopting agile. This is such an important concept because if this isn't’ the kind of team you are building as you adopt agile… some of the things you are learning about just aren’t going to work.
  15. 11. We start with high level requirements that become more detailed as we learn more about the product we are building.  We start with high level architectural representations that emerge toward detailed design as we actually begin developing the working product.  You might think of this as rolling wave planning or progressive elaboration.  The idea is that we plan based on what we know, and plan more as we learn more.  
  16. 12. Our goal is to recognize, that on projects where we have a tremendous amount of uncertainty... we don't want to create plans that don't reflect our current understanding of reality.  We don't want to assume the process overhead of change management, when change is going to be the norm.  Agile gives us a way to manage our projects, in the face of uncertainty, while aggressively working to reduce risk and uncertainty.   
  17. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  18. Explaining the hierarchy of value
  19. Explaining the hierarchy of value
  20. Explaining the hierarchy of value
  21. Story Mapping
  22. Story Mapping
  23. Story Mapping
  24. Story Mapping
  25. Story Mapping
  26. Story Mapping
  27. Story Mapping
  28. Story Mapping
  29. Story Mapping
  30. Story Mapping
  31. Story Mapping
  32. Story Mapping
  33. Story Mapping
  34. Story Mapping
  35. Story Mapping
  36. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  37. Story Mapping
  38. Story Mapping
  39. Story Mapping
  40. Story Mapping
  41. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  42. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  43. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  44. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  45. Scrum is a team based methodology…Ideal team size is 5 to 9 peopleTeam has everything it needs to deliver an increment of working productVery clear role and responsibility delineation: ScrumMaster, Product Owner, TeamProduct Owner brings the whatTeam decides the howWIP is limited by the velocity of the teamScrumMaster’s job is to get rid of the stuff slowing the team down The idea is to deliver in short sprints…… use empirical process control, inspect and adaptTotally designed to be a lightweight framework for delivering products in the face of uncertaintyI
  46. Explaining the hierarchy of value
  47. Explaining the hierarchy of value
  48. Explaining the hierarchy of value
  49. So, before we get started, a little about me. My name is Mike Cottmeyer, I am an agile transformation coach with Pillar technology. Before I joined Pillar I was a trainer and consultant with VersionOne. Before that I ran a pretty large agile portfolio of projects for CheckFree (now Fiserv). Pillar Technology has been around for about 13 years and is just about 100 people strong. Pillar specializes in agile transformation and project delivery. We can bring in agile coaches on the leadership and project management side. We can bring in coaches to help you with TDD. We can spin up teams and help you deliver projects.