The disciplined agile toolkit
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Webinar - Introdución al PMI Disciplined Agile
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The disciplined agile toolkit
- 1. THE DISCIPLINED AGILE (DA) TOOLKIT An Agile/Lean Toolkit for optimizing your Way of Working (WoW) YOUR NAME AND CONTACT INFO HERE Copyright 2020 Project Management Institute
- 2. AGENDA 24 JANUARY 2020 3 1. What is Disciplined Agile? 2. Why Disciplined Agile? 3. Overview of Disciplined Agile 4. Choosing Your WoW The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
- 3. WHAT IS DISCIPLINED AGILE? 24 JANUARY 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 4
- 4. Introduction to Disciplined Agile (DA) 24 JANUARY 2020 5 DA became part of the PMI family in August 2019 DA provides guidance to help organizations choose their way of working (WoW) in a context-sensitive manner, providing a solid foundation for business agility DA is a toolkit of Agile strategies and practices to complement any agile framework or method such as Scrum or SAFe The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
- 5. Agile has Devolved into Chaos 6 • Hundreds of Practices • Significant overlap • Significant gaps • Conflicting advice • Niche Certifications 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute Tribes Continuous Integration Continuous Deployment Test driven development (TDD) Pair programming Mob programming Daily standups Taskboards Burndowns Burnups OKRs GQM Squads Program Increments (PIs) Release Planning Net Promoter Score (NPS) Guilds Scrum Epics User stories Technical Debt Product Owners Architecture Owners Spikes MVPs MBIs Automated tests Acceptance Tests Regression testing BDD ATDD DevOps Refactoring Database refactoring Generalizing specialists User Experience Design Split testing Exploratory testing Active stakeholder participation Onsite customer Demos Shift left Shift right Canary testing Backlogs Open space Dashboards Static analysis Dynamic analysis Business canvas
- 6. DISCIPLINED AGILE Enables teams to choose their Way of Working (WoW)TM An umbrella over all of agile, DA makes the Agile landscape - and “when to use what” - clear Your WoW 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 7 Tribes Continuous Integration Continuous Deployment Test driven development (TDD) Pair programming Mob programming Daily standups Taskboards Burndowns Burnups OKRs GQM Squads Program Increments (PIs) Release Planning Net Promoter Score (NPS) Guilds Scrum Epics User stories Technical Debt Product Owners Architecture Owners Spikes MVPs MBIs Automated tests Acceptance Tests Regression testing BDD ATDD DevOps Refactoring Database refactoring Generalizing specialists User Experience Design Split testing Exploratory testing Active stakeholder participation Onsite customer Demos Shift left Shift right Canary testing Backlogs Open space Dashboards Static analysis Dynamic analysis Business canvas
- 8. Classic Project Management Disciplined Agile PMI’s Classic PM & DA Guidance are for Different Purposes but Complimentary 9 The New PMBOK Guide includes Agile content DA includes guidance on Risk Management & Governance 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
- 9. 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 10 The “Agile Industrial Complex” has become fragmented over 20+ years with lack of leadership, unprofessional behavior, and questionable certification schemes The time is right for PMI + DA to bring a professional approach to mindful and bespoke agile with PMI’s strong community support and a credible certification programs Organizations are growing weary of proprietary, inflexible methods requiring expensive training and consulting support It is Time to Up our Agile Game
- 10. OVERVIEW OF DISCIPLINED AGILE 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 11
- 11. Mindset Disciplined Agile (DA) is described in four views 12 People PracticesFlow Roles & responsibilities Team structures Lifecycles Workflows Goal diagrams Principles and guidelines The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 24 JANUARY 2020
- 12. The Seven Principles of Disciplined Agile Delight Customers Pragmatism Be Awesome Context Counts Choice is Good Optimize Flow Enterprise Awareness 13 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 13
- 13. 14 Your Organization is a Complex Adaptive System (CAS) 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 14
- 14. There are a myriad of roles within organizations 24 JANUARY 2020 15 Agile team roles: • Team Lead • Lean Scrum Master • Project Manager • Specialized Lead/Manager • Product Owner • Team Member • Architecture Owner Enterprise roles: • Chief Financial Officer • People Manager • Procurement Officer • Portfolio Manager • Data Manager • Reuse Engineer • And more… The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
- 15. 24 JANUARY 2020 16 Business Agility: Process Blades The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
- 16. Teams should choose an appropriate lifecycle 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 17 Program Exploratory Lean Continuous Delivery: Lean Continuous Delivery: Agile Agile
- 17. 18 Milestone Fundamental Question Asked Stakeholder vision Do stakeholders agree with your strategy? Proven architecture Can you actually build this? Continued viability Does the effort still make sense? Sufficient functionality Does it make sense to release the current solution? Production ready Will the solution work in production? Delighted stakeholders Are stakeholders happy with the deployed solution? Inception Construction Transition Initiate the endeavor Development of a potentially consumable solution Deploy the solution Proven architecture Stakeholder vision Continued viability (several) Sufficient functionality Production ready Delighted stakeholders Lean Governance – Baked into Disciplined Agile 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 18
- 18. The DA FLEX Lifecycle 24 JANUARY 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 19
- 19. 20 Choosing Your Own Way of Working (WoW)
- 20. Frameworks Aren’t Silver Bullets What if your staff aren’t sufficiently skilled? What if the prescriptive advice doesn’t suit your organization’s context? Copying someone else’s Agile approach at best helps you to catch up 24 JANUARY 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 21
- 21. Effectiveness Time Initial learning curve Things get better We hit the limits of the framework (we’re in method prison) Source: Reifer, D. Quantitative Analysis of Agile Methods Survey (2017): Twelve Major Findings 1500+ agile teams at 150 orgs Agile methods: 7-12% more productive on average Agile scaling frameworks: 3-5% more productive on average 22 Agile Frameworks/Methods Can Help but they are Not Enough 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 22
- 22. Successful Agile Organizations Take Responsibility for Evolving their own Agility • Success doesn’t come from adopting a prescriptive framework or methodology such as Scrum or SAFe, although it may be a good start! • For true business agility, we need to “Choose our agile way of working (WoW)”, bespoke agile, optimizing for our unique situations 23 23 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 23
- 23. Kaizen Loops: Improve via Experiments The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute Identify Problem Identify Potential Solution(s) Try the Solution(s) Assess Effectiveness Adopt What Works Abandon What Doesn’t Work Share Learnings Plan Do Study Act 2424 JANUARY 2020
- 24. Continuous Improvement via Kaizen Loops The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute Effectiveness Time 2524 JANUARY 2020
- 25. Guided Continuous Improvement (GCI) Identify Problem Identify Potential Solution(s) Try the Solution(s) Assess Effectiveness Adopt What Works Abandon What Doesn’t Work Share Learnings Some experiments fail. You learn something, but it’s still a failure. Failing fast is fine, but succeeding early is better. If we get better at this, we succeed more often and we improve faster. We can do this if we have access to an experienced agile coach, but they’re expensive and hard to find. We can do this if we have access to a process knowledgebase, like the Disciplined Agile (DA) toolkit. 26 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 26
- 26. 27 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
- 27. 28 Effectiveness Time Continuous Improvement Guided Continuous Improvement (GCI) Guided Continuous Improvement (GCI) 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 28
- 28. You Can Improve Your Way Out of Method Prison 29 Start where you are, do the best that you can in the situation that you face, and always strive to get better. 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 29
- 29. “Better Decisions Lead to Better Outcomes” 30 • Disciplined Agile is a rich, comprehensive and well-organized toolkit of strategies to help your organization be more successful with Agile • DA brings a disciplined, agnostic, professional, enterprise approach to agile which is what our industry has been lacking in the past • Understanding what your options are, and which ones work in different contexts leads to better decisions In Summary 24 JANUARY 2020 The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
- 30. THANK YOU YOUR NAME AND CONTACT INFO HERE
Notas del editor
- This presentation overviews the Disciplined Agile (DA) toolkit
- 1 minute
- Agile was formally described by the Agile Manifesto in 2001. Informally it existing in methods such as Scrum and Extreme Programming (XP) since the mid ‘90s. Why are we still struggling with it? Niches with self-interest, driven by small boutiques have no incentive to unify their ideas around one common body of knowledge. We have long needed a unifying body to bring cohesion to our industry. Agree on common terminology, organized the content, remove redundancies. Add guidance to explain in what contexts different approaches work. The 10th principle of the Agile Manifesto reads “Simplicity – The art of maximizing the amount of work NOT done, is essential”.
- Scott Ambler – Co-creator of Disciplined Agile, PMI VP and Chief Scientist of Disciplined Agile Mark Lines – Co-creator of Disciplined Agile, PMI’s VP of Disciplined Agile Al Shalloway – Creator of FLEX (now part of DA), PMI Director of Agility at Scale
- 1 min There is no intention of combining the PM BOK Guide content and the DA BOK into one. Each program is has its own approach. Ideally we know both. Some projects are best suited for a traditional project management approach while others favour an agile approach. There is some common overlap between the programs, specifically in the risk management and governance guidance. You may be wondering about the future of the PMI-ACP certification. The ACP designation is a very good certification and there are no plans to stop the program at this time. While it is not part of the Disciplined Agile certification program, anyone taking a DA certification will get credit for their ACP experience and education. This means an accelerated path for those with an PMI-ACP who wish to attain a DA Certification
- 1 minute DA content is organized into 4 architectural views: Mindset, People, Practices, and Flow Mindset – Addresses what it means to be agile/lean The People view describes Roles & Responsibilities as well as various strategies for organizing teams Flow addresses lifecycles and workflows/process flows Practices includes strategies and procedures We will review some aspects of each of these aspects in the following slides
- What does it mean to be disciplined? To be disciplined is to do the things that you know are good for you, things that usually require hard work and perseverance. It requires discipline to regularly delight your customers. It takes discipline for teams to become awesome. It requires discipline for leaders to ensure that their people have a safe environment to work in. It takes discipline to recognize that you need to tailor your approach for the context that you face, and to evolve your approach as the situation evolves. It takes discipline to recognize that you are part of a larger organization, that you should do what’s best for the enterprise and not just what’s convenient for you. It requires discipline to evolve and optimize your overall workflow, and it requires discipline to realize that you have many choices regarding how you work and organize yourselves, so you should choose accordingly. For details, visit http://www.disciplinedagiledelivery.com/principles/
- An organization is a collection of interacting teams Every team has it’s own way of working (WoW) Teams learn and evolve their WoW over time Teams have external working agreements (the aquamarine boundaries, that define how other teams can interact with them. Sometimes these working agreements are informal, sometimes formal
- Disciplined Agile calls out a number of roles which reflect the scope of the toolkit
- We are updating our graphics. Instead of circles we’re using hexes. We’ve also updated the color scheme You will soon start to see this on the website Each hex represents what we call a process blade. Think of it like a process area, but with advice for where to start and more important how to evolve your WoW
- DAD supports multiple lifecycles for solution delivery (software development). Some people think that all you need to know about agile is Scrum. Scrum can be a very effective agile approach but in some situations, such as where priorities are changing daily, Lean may be a better approach. If you think that this is complicated, it is not. You only need to understand one, such as Agile, which is based on Scrum. But knowing more options such as Lean can make your teams more effective Choice is good! We are adding a serial lifecycle, what some people would call “predictive,” in March 2020
- The lifecycles of Disciplined Agile support a common set of risk-based, lightweight milestones. This provides senior leadership visibility into key aspects of what teams are doing and entry points for them to provide guidance. These common milestones are one aspect of how governance is baked into DA.
- DA FLEX is an approach based on Lean-Thinking and process patterns that improves an organization’s ability to achieve business agility – the quick realization of value reliably, sustainably and with high quality. It works by: Understanding what the workflow and structure of the organization adopting it should be Identifying the challenges being incurred in the organization in relationship to this idealized structure Identifying potential solutions to the challenges and creating a roadmap of adoption for them based on the organization’s culture and situation Starting implementation of this roadmap Providing a way to continue the improvement process
- A “silver bullet” is a single solution that slays the “problem” werewolf that you are currently suffering from You are a unique organization facing a unique situation. You need to tailor your WoW to fit it.
- See https://disciplinedagiledelivery.com/gci/ for a detailed discussion Dr. Reifer is not aligned with any of the agile frameworks or methods (he has no skin in this game) Ivar Jacobson coined the term “method prison” in 2017
- By trying to implement a prescriptive framework, we seem to have forgotten that agile was always about figuring out better ways of working, not following a prescribed approach
- Kaizen = Continuous improvement via small steps This is a common lean strategy that has been around for decades This is a great start, but with DA we can do better (as you’ll see a few slides from now)
- Kaizen leads to continuous improvement over time Of course the line isn’t this smooth in practice, some experiments work and some don’t. So the actual line is bumpy but over time it trends upwards This is exactly how the Amazons and the Googles of the world approach improvement. They’ve been doing it for years, and are now way ahead of everyone else
- Disciplined Agile enables you to make better decisions regarding what techniques to experiment with. This leads to quicker process improvement because more of your experiments succeed. See https://disciplinedagiledelivery.com/gci/
- Scenario: Your team is having problems identifying how people will use their solution because they don’t have access to actual end users The Team Lead says, ”Hey, why don’t we look up potential options in the DA toolkit” and see what we could try The team looks at the Explore Scope goal diagram, and discovers that there’s more options for exploring usage than writing user stories They then look up the details in the Choose Your WoW book and learn about personas in the corresponding lookup table They identify that Personas are a likely option for addressing their problem, and decide to experiment with that strategy
- With GCI you use the DA toolkit to identify techniques that are more likely to succeed in your context This means you have more successful experiments, so you improve faster than the usual CI approach
- Ivar Jacobson coined the term “method prison” in 2017 With method prison you hit the boundaries of what the method addresses, then you’re left on your own Few teams/orgs break out of method prison If you’re doing traditional, Scrum, SAFe, … that’s your starting point, your method prison With GCI and DA you can then improve your way out of “method prison”
- No matter what kind of agile you are using, you can be more effective with the DA Toolkit. With PMI’s acquisition of DA, PMI is committed to raising the standard of professionalism in the agile community.