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© Deluxe Financial Services, LLC. Proprietary and Confidential. 1
AGILE
METRICS
WHAT WE MEASURE
Will Sansbury
Director, User Experience … and why
© Deluxe Financial Services, LLC. Proprietary and Confidential.
Images from https://www.flickr.com/photos/arthurtlabar/4252325681/ and
https://www.flickr.com/photos/31029865@N06/15071850612 2
© Deluxe Financial Services, LLC. Proprietary and Confidential. 3
© Deluxe Financial Services, LLC. Proprietary and Confidential. Image from https://www.flickr.com/photos/walterpro/14027351615 4
© Deluxe Financial Services, LLC. Proprietary and Confidential. 5
© Deluxe Financial Services, LLC. Proprietary and Confidential. 6
© Deluxe Financial Services, LLC. Proprietary and Confidential. 7
METRICS
Daily
© Deluxe Financial Services, LLC. Proprietary and Confidential.
Sprint Burndown
8
0
20
40
60
80
100
120
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10
Ideal Actual
© Deluxe Financial Services, LLC. Proprietary and Confidential. 9
The Sprint Burndown
helps us to
identify and mitigate
risk to the sprint
as early as possible.
© Deluxe Financial Services, LLC. Proprietary and Confidential. 10
Based on what
we know today,
how likely are we
to achieve our
sprint goal?
It’s looking iffy?
Well, what can
we do about it?
© Deluxe Financial Services, LLC. Proprietary and Confidential.
What scrum teams can do about sprint burndown
Each sprint
• Facilitate important conversations
each day at stand up
• Identify failures early so we can try to
mitigate
• Recognize when the team is stalled
and needs outside help
• Recognize when the team has more
capacity and can pull in additional
stories
Trending
• Recognize repeated patterns and
diagnose root cause
11
© Deluxe Financial Services, LLC. Proprietary and Confidential.
The Ideal
Looks good—keep doing what
you’re doing
The Sandbag
Make more aggressive
commitments
The Chunky Monkey
Split stories to help you identify
and mitigate risk
The Surprise Party
Focus on grooming and
planning to reduce surprises
12
© Deluxe Financial Services, LLC. Proprietary and Confidential. 13
The team’s
burndown is
erratic sprint
after sprint.
Well, what can
we do about it?
© Deluxe Financial Services, LLC. Proprietary and Confidential.
What leaders can do about the burndown
Coach
• Ask questions to make sure the team
is aware of the problem and
attempting to fix it
• Work with team to recognize negative
patterns and devise strategies to fix
them
• Provide spot training for the team if
necessary
Make tough calls
• Change up who is on the team to
disrupt unhealthy team dynamics
14
© Deluxe Financial Services, LLC. Proprietary and Confidential. 15
METRICS
Sprint
© Deluxe Financial Services, LLC. Proprietary and Confidential.
Velocity
16
0
2
4
6
8
10
12
14
Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Sprint 6
Planned Actual
© Deluxe Financial Services, LLC. Proprietary and Confidential. 17
Velocity ensures
our plans can always reflect
our best information.
© Deluxe Financial Services, LLC. Proprietary and Confidential. Image from Doghouse Diaries 18
© Deluxe Financial Services, LLC. Proprietary and Confidential. 19
If our velocity
stays the same,
we won’t deliver
all that’s planned
in this release.
Well, what can
we do about it?
© Deluxe Financial Services, LLC. Proprietary and Confidential.
What scrum teams can do about velocity
Increase velocity
• Identify and fix efficiency siphons
• Reduce capacity for non-feature work
• Take on technical debt
• Put on a cape
Change plans
• Reduce scope of the release
• Change date of the release
20
© Deluxe Financial Services, LLC. Proprietary and Confidential. 21
That release is in
trouble, and it’s
strategically
important.
Well, what can
we do about it?
© Deluxe Financial Services, LLC. Proprietary and Confidential.
What leaders can do about velocity
• Coach team to improve velocity
• Help teams identify efficiency siphons
• Champion long-term balance and
sustainability
• Discourage heroics
• Roll up sleeves
• Help close stories
• Take work off team’s plate that doesn’t
contribute to the release
• Ease stress of non-work life if possible
• Facilitate difficult conversations
• With stakeholders
• With customers
• With other teams
• Change the team’s capacity
• Open new positions
• Reassign folks from other teams
• Augment team with contractors
• Fund purchases that improve team’s
capacity (build vs. buy, tools, etc.)
22
© Deluxe Financial Services, LLC. Proprietary and Confidential.
Work ratios
23
Features Architecture
Bugs
Technical
Debt
VISIBLE INVISIBLE
- VALUE
+ VALUE
© Deluxe Financial Services, LLC. Proprietary and Confidential. 24
We’re using
4% of our time
on tech debt, but
we said we’d
give it 20%.
Well, what can
we do about it?
© Deluxe Financial Services, LLC. Proprietary and Confidential.
What scrum teams can do about work ratios
Find balance
• Agree what the right mix is for your
product, team, and code base
• Make that mix part of your team
agreements and share them widely
• Revisit the agreement quarterly
Hold yourselves accountable
• If you don’t do it, discuss why
at retrospective
• If you don’t do it, be transparent about
that at demo and share why you didn’t
• If you don’t do it repeatedly, ask
for help
25
© Deluxe Financial Services, LLC. Proprietary and Confidential. 26
Despite good
intentions, the
team is losing
ground on
tech debt.
Well, what can
we do about it?
© Deluxe Financial Services, LLC. Proprietary and Confidential.
What leaders can do about work ratios
Support team
• Ask questions when ratios seem out
of whack
• Make sure the team is being
intentional about work ratios
• Balance short-term and long-term
decisions about work ratios
Facilitate difficult conversations
• With stakeholders
• With customers
• With other teams
27
© Deluxe Financial Services, LLC. Proprietary and Confidential. 28
METRICS
Are Not Magic
© Deluxe Financial Services, LLC. Proprietary and Confidential.
Lightning Deaths
29
In 1940
340
In 2015
27
© Deluxe Financial Services, LLC. Proprietary and Confidential. 30
© Deluxe Financial Services, LLC. Proprietary and Confidential. 31
Metrics don’t give us answers.
They give us the ability
to ask better questions.
© Deluxe Financial Services, LLC. Proprietary and Confidential. 32
QUESTIONS?

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Agile Metrics for Financial Services

  • 1. © Deluxe Financial Services, LLC. Proprietary and Confidential. 1 AGILE METRICS WHAT WE MEASURE Will Sansbury Director, User Experience … and why
  • 2. © Deluxe Financial Services, LLC. Proprietary and Confidential. Images from https://www.flickr.com/photos/arthurtlabar/4252325681/ and https://www.flickr.com/photos/31029865@N06/15071850612 2
  • 3. © Deluxe Financial Services, LLC. Proprietary and Confidential. 3
  • 4. © Deluxe Financial Services, LLC. Proprietary and Confidential. Image from https://www.flickr.com/photos/walterpro/14027351615 4
  • 5. © Deluxe Financial Services, LLC. Proprietary and Confidential. 5
  • 6. © Deluxe Financial Services, LLC. Proprietary and Confidential. 6
  • 7. © Deluxe Financial Services, LLC. Proprietary and Confidential. 7 METRICS Daily
  • 8. © Deluxe Financial Services, LLC. Proprietary and Confidential. Sprint Burndown 8 0 20 40 60 80 100 120 Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10 Ideal Actual
  • 9. © Deluxe Financial Services, LLC. Proprietary and Confidential. 9 The Sprint Burndown helps us to identify and mitigate risk to the sprint as early as possible.
  • 10. © Deluxe Financial Services, LLC. Proprietary and Confidential. 10 Based on what we know today, how likely are we to achieve our sprint goal? It’s looking iffy? Well, what can we do about it?
  • 11. © Deluxe Financial Services, LLC. Proprietary and Confidential. What scrum teams can do about sprint burndown Each sprint • Facilitate important conversations each day at stand up • Identify failures early so we can try to mitigate • Recognize when the team is stalled and needs outside help • Recognize when the team has more capacity and can pull in additional stories Trending • Recognize repeated patterns and diagnose root cause 11
  • 12. © Deluxe Financial Services, LLC. Proprietary and Confidential. The Ideal Looks good—keep doing what you’re doing The Sandbag Make more aggressive commitments The Chunky Monkey Split stories to help you identify and mitigate risk The Surprise Party Focus on grooming and planning to reduce surprises 12
  • 13. © Deluxe Financial Services, LLC. Proprietary and Confidential. 13 The team’s burndown is erratic sprint after sprint. Well, what can we do about it?
  • 14. © Deluxe Financial Services, LLC. Proprietary and Confidential. What leaders can do about the burndown Coach • Ask questions to make sure the team is aware of the problem and attempting to fix it • Work with team to recognize negative patterns and devise strategies to fix them • Provide spot training for the team if necessary Make tough calls • Change up who is on the team to disrupt unhealthy team dynamics 14
  • 15. © Deluxe Financial Services, LLC. Proprietary and Confidential. 15 METRICS Sprint
  • 16. © Deluxe Financial Services, LLC. Proprietary and Confidential. Velocity 16 0 2 4 6 8 10 12 14 Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Sprint 6 Planned Actual
  • 17. © Deluxe Financial Services, LLC. Proprietary and Confidential. 17 Velocity ensures our plans can always reflect our best information.
  • 18. © Deluxe Financial Services, LLC. Proprietary and Confidential. Image from Doghouse Diaries 18
  • 19. © Deluxe Financial Services, LLC. Proprietary and Confidential. 19 If our velocity stays the same, we won’t deliver all that’s planned in this release. Well, what can we do about it?
  • 20. © Deluxe Financial Services, LLC. Proprietary and Confidential. What scrum teams can do about velocity Increase velocity • Identify and fix efficiency siphons • Reduce capacity for non-feature work • Take on technical debt • Put on a cape Change plans • Reduce scope of the release • Change date of the release 20
  • 21. © Deluxe Financial Services, LLC. Proprietary and Confidential. 21 That release is in trouble, and it’s strategically important. Well, what can we do about it?
  • 22. © Deluxe Financial Services, LLC. Proprietary and Confidential. What leaders can do about velocity • Coach team to improve velocity • Help teams identify efficiency siphons • Champion long-term balance and sustainability • Discourage heroics • Roll up sleeves • Help close stories • Take work off team’s plate that doesn’t contribute to the release • Ease stress of non-work life if possible • Facilitate difficult conversations • With stakeholders • With customers • With other teams • Change the team’s capacity • Open new positions • Reassign folks from other teams • Augment team with contractors • Fund purchases that improve team’s capacity (build vs. buy, tools, etc.) 22
  • 23. © Deluxe Financial Services, LLC. Proprietary and Confidential. Work ratios 23 Features Architecture Bugs Technical Debt VISIBLE INVISIBLE - VALUE + VALUE
  • 24. © Deluxe Financial Services, LLC. Proprietary and Confidential. 24 We’re using 4% of our time on tech debt, but we said we’d give it 20%. Well, what can we do about it?
  • 25. © Deluxe Financial Services, LLC. Proprietary and Confidential. What scrum teams can do about work ratios Find balance • Agree what the right mix is for your product, team, and code base • Make that mix part of your team agreements and share them widely • Revisit the agreement quarterly Hold yourselves accountable • If you don’t do it, discuss why at retrospective • If you don’t do it, be transparent about that at demo and share why you didn’t • If you don’t do it repeatedly, ask for help 25
  • 26. © Deluxe Financial Services, LLC. Proprietary and Confidential. 26 Despite good intentions, the team is losing ground on tech debt. Well, what can we do about it?
  • 27. © Deluxe Financial Services, LLC. Proprietary and Confidential. What leaders can do about work ratios Support team • Ask questions when ratios seem out of whack • Make sure the team is being intentional about work ratios • Balance short-term and long-term decisions about work ratios Facilitate difficult conversations • With stakeholders • With customers • With other teams 27
  • 28. © Deluxe Financial Services, LLC. Proprietary and Confidential. 28 METRICS Are Not Magic
  • 29. © Deluxe Financial Services, LLC. Proprietary and Confidential. Lightning Deaths 29 In 1940 340 In 2015 27
  • 30. © Deluxe Financial Services, LLC. Proprietary and Confidential. 30
  • 31. © Deluxe Financial Services, LLC. Proprietary and Confidential. 31 Metrics don’t give us answers. They give us the ability to ask better questions.
  • 32. © Deluxe Financial Services, LLC. Proprietary and Confidential. 32 QUESTIONS?