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Performance Reviews in an Agile environment


Main Aspects
Individual goals that are adapted to the fact that individuals are
members in an Agile team
Setting up Team Goals
     Shared by all team members
     Communicated to team together
     Feedback and coaching given to the team, not individuals
     Same evaluation/score to all team members



Both individual goals and team goals should be setup in collaboration
with the team/individual. Ask people to suggest their goals. Consider it
another indicator of maturity of self-management capabilities.




References
       http://www.poppendieck.com/measureup.htm - about how to measure/compensate in a
        group accountability env
       http://agilediary.wordpress.com/2009/01/07/individual-performance-in-agile-team-
        assessment-and-individual-burndown-charts/
       http://runningagile.com/2008/01/22/review-process-for-agile-team-members/




Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
Individual goals – Categories and Examples

             • Be involved in the requirements
               phase: be the Focus team Focal point
               to the Product Owner

             • Perform at least one lateral/cross
               functional task along the year

             •Expand your knowledge and
              experience in XX relevant area and
              learn business of new areas (be able
              to independently perform XX tasks)                 Personal
                                                               development




                                                   Team                  Business/task
                                                contribution               oriented
• Provide full visibility to the team of my work progress and
                                                                                Release all your deliveries in time,
  impediments, effectively utilizing using team members
                                                                                 scope and requested quality
  without involving managers.
                                                                                Reach high quality of our products
• Share and proactively transfer my professional knowledge to                    with low amount of escaping defects
  the team and help others performing their tasks.                               and defects generation.
                                                                                Get familiar with X area
• Aligning with team “rules” and norms.                                         Get at least one innovation from idea
• Becoming more active and proactive part in the team, taking                    to implementation
  more initiatives.                                                             Enlarge automation scope and usage
                                                                                Introduce cost savings initiatives
• Enrich team's knowledge and capabilities: Identify areas of
  your expertise, carry out a knowledge transfer sessions, qualify
  new team members, provide support on top of your daily
  tasks.

• I work on whatever contributes most to the team's goals,
    irrespective of my actual job title.




               Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
Sample SCRUM TEAM targets



 Value/Category        Goal Name             Goal Description         How to measure
 Predictability        Deliver frequently,   Deliver ________         Delivery of committed
                       on time, quality,     (Service Pack /          scope, stretch
                       with maximal scope    Feature Pack /           goals(expected), meeting
                                             Version) on time and     exit criteria
                                             quality, with maximal
                                             scope.

                                             Or Deliver X versions
                                             this year, on time and
                                             quality and maximal
                                             scope.

 Efficiency            Stable and          Achieve stable and                SP / Sprint
                       improving           improving team                    % of new
                       Throughput/Velocity velocity and                       functionality
                                           efficiency, allowing               covered by SP
                                           effective release                 Estimation
                                           planning and                       predictability –
                                           diagnostic for the                 stable actual
                                           team                               effort per SP
                                                                             Feature Points
                                                                              per Sprint
                                                                             Feedback from
                                                                              Product Manager

 Customer Centric      Improve Support       Improve support             APS statistics
                                             delivered, as well as        (Average lead time,
                                             reduce need for              number of bugs, etc.)
                                             support                     Initiatives that drive
                                                                          down need for
                                                                          support or
                                                                          performance on KPIs,
                                                                          with measurable
                                                                          improvements
                                                                         %/# of cases
                                                                          escalated to and
                                                                          beyond Dev Manager

 Efficiency and        Focus                 Concentrate and          How much work is taken
 Effectiveness                               Focus – reduce Work      on in the same time (WIP)


Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
in Progress / Multi-
                                             Tasking
 Efficiency and        Sustainable Pace      Reach an energized        Velocity +
 Effectiveness                               but sustainable pace      Quality +
                                             of work that delivers     Growth Investment +
                                             a lot of value            Employee
                                             while allowing team       satisfaction/retention
                                             to continue delivering
                                             over time (no
                                             burnout)
                                             AND growth in
                                             capabilities/
                                             performance

 Customer Centric      High flexibility -    Achieve high                 Cycle Time from
                       Welcome Changes       flexibility to changing       starting work to
                                             realities and                 delivering to
                                             requirements                  customer
                                                                          Lead time from
                                                                           customer need to
                                                                           delivering.
 Efficiency and        Improve               automation, coding           Automation Coverage
 Effectiveness         “engineering          standards, code               %
                       practices”            review, Test-Driven-         % Amount of code
                                             Development etc.              reviewed during
                                                                           sprint

 Excellence /          Improve Quality       Improve quality of           minimize escaping
 Efficiency and                              deliverables                  defects
 Effectiveness                                                            minimize “missing
                                                                           functionality” defects
                                                                          Customer Feedback
                                                                           regarding quality and
                                                                           fit of deliverables
                                                                          Ease of
                                                                           integration/adoption
                                                                          Feedback from
                                                                           adopters/delivery

 Collaboration         Team Versatility      Work towards                 Knowledge matrix.
                                             achieving high levels         Identify weak points
                                             of Backup/                    and set targets and
                                             Redundancy –                  plan (part of SCRUM
                                             enables flexibility to        TEAM planning) to
                                             changing                      increase knowledge
                                             workloads/surprises.h         where lacked
                                                                          Good balance of


Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
generalized
                                                                         knowledge and
                                                                         specialization areas
                                                                        minimal bottlenecks
                                                                         due to specific team
                                                                         members
                                                                        KT plan for
                                                                         specialization areas,
                                                                         and execution on a
                                                                         sprint by sprint basis.
                                                                        Ability of any team
                                                                         member to take any
                                                                         task
                                                                        Amount of
                                                                         “knowledge types”
                                                                         considered during
                                                                         sprint planning to
                                                                         detect capacity issues
 Collaboration         Collective            Collective                 Team members work
                       Commitment and        accountability              on whatever
                       Delivery              towards committed           contributes most to
                                             goals                       the team's goals,
                                                                         irrespective of their
                                                                         actual job title
 Collaboration         Personal              Influence and help         Team members
                       Development of        achieve team                meeting their
                       Team Members          members individual          individual personal
                                             personal                    development goals
                                             development, in light      Team members
                                             of team and                 satisfaction /
                                             individual needs            retention rate

 Collaboration         Open                  Achieve open               Less Reliance on Dev
                       Communication         communication               Manager to handle
                                             allowing discussion         HR
                                             and resolution of any       interactions/conflicts
                                             and all issues              in the team
                                             affecting the team         Less conflicts, Good
                                             performance                 team
                                                                         spirit/motivation/ene
                                                                         rgies
 Collaboration         Collaboration         Achieve effective          Feedback from
                       beyond the team       collaboration with          Program
                                             other teams and roles       Manager/Product
                                                                         Manager/Scrum
                                                                         Teams in
                                                                         Project/Other Scrum


Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
Teams
                                                                          # of escalations to
                                                                           Dev Manager
                                                                          High-quality
                                                                           integrations???
 Collaboration         Impediments           Work together to             Speed of
                       Removal               identify and remove           impediments removal
                                             impediments at the           # of impediments
                                             individual and team           escalated to Dev
                                             level. Invite others to       Manager
                                             help with own tasks.          unnecessarily

 Excellence            Continuous            Create a sustainable         Introduce at least X
                       Improvement           continuous                    initiatives/ideas and
                       Culture/Process       improvement culture           follow it through.
                                             and process,                 Effective and creative
                                             identifying and               retrospectives, with
                                             driving improvements          follow up
                                             in team delivery             Continuous and pro-
                                             performance                   active push towards
                                                                           team and project
                                                                           goals
                                                                       
 Growth                Motivate to Grow      Team members                 Present examples of
                                             challenge each other          growth initiatives that
                                             to grow in areas              were performed in
                                             serving the team and          the team.
                                             individuals
 Excellence            Create and meet       Team members                 Defined and observed
                       high standards        create high standards         Team Rules, Done
                                             of work – Team Rules,         Criteria (Definition of
                                             Definition of Done,           Done applied to all
                                             etc.                          development tasks,
                                                                           standard set by the
                                                                           team/project, NOT
                                                                           the acceptance
                                                                           criteria from Product
                                                                           Manager)
 Effectiveness /       Effective Meetings    Have effective               Team members feel
 Efficiency            and Decisions         meetings driving              meetings are effective
                                             effective decisions          Decisions are taken
                                             that are executed on          quickly, not dragged
                                             a timely manner               across many meetings
                                                                          Decisions are
                                                                           implemented quickly
                                                                       



Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
Effectiveness /       Try and experiment      The team attempts           Present examples, at
 Efficiency            techniques for          and adopts new               least some with
                       improvement             techniques that              actual ROI (ok to have
                                               enhance its efficiency       some that fail, but fail
                                               and effectiveness            FAST)

 Leadership            Pro-active              The Team finds ways         Initiatives driven by
                       involvement in          to interact with             the Team
                       Project/Product         project/product             Constructive
                       level                   leadership and drive         suggestions of how to
                       initiatives/decisions   changes that it feels        change things
                                               are necessary




Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com

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Individual and team goals

  • 1. Performance Reviews in an Agile environment Main Aspects Individual goals that are adapted to the fact that individuals are members in an Agile team Setting up Team Goals  Shared by all team members  Communicated to team together  Feedback and coaching given to the team, not individuals  Same evaluation/score to all team members Both individual goals and team goals should be setup in collaboration with the team/individual. Ask people to suggest their goals. Consider it another indicator of maturity of self-management capabilities. References  http://www.poppendieck.com/measureup.htm - about how to measure/compensate in a group accountability env  http://agilediary.wordpress.com/2009/01/07/individual-performance-in-agile-team- assessment-and-individual-burndown-charts/  http://runningagile.com/2008/01/22/review-process-for-agile-team-members/ Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
  • 2. Individual goals – Categories and Examples • Be involved in the requirements phase: be the Focus team Focal point to the Product Owner • Perform at least one lateral/cross functional task along the year •Expand your knowledge and experience in XX relevant area and learn business of new areas (be able to independently perform XX tasks) Personal development Team Business/task contribution oriented • Provide full visibility to the team of my work progress and  Release all your deliveries in time, impediments, effectively utilizing using team members scope and requested quality without involving managers.  Reach high quality of our products • Share and proactively transfer my professional knowledge to with low amount of escaping defects the team and help others performing their tasks. and defects generation.  Get familiar with X area • Aligning with team “rules” and norms.  Get at least one innovation from idea • Becoming more active and proactive part in the team, taking to implementation more initiatives.  Enlarge automation scope and usage  Introduce cost savings initiatives • Enrich team's knowledge and capabilities: Identify areas of your expertise, carry out a knowledge transfer sessions, qualify new team members, provide support on top of your daily tasks. • I work on whatever contributes most to the team's goals, irrespective of my actual job title. Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
  • 3. Sample SCRUM TEAM targets Value/Category Goal Name Goal Description How to measure Predictability Deliver frequently, Deliver ________ Delivery of committed on time, quality, (Service Pack / scope, stretch with maximal scope Feature Pack / goals(expected), meeting Version) on time and exit criteria quality, with maximal scope. Or Deliver X versions this year, on time and quality and maximal scope. Efficiency Stable and Achieve stable and  SP / Sprint improving improving team  % of new Throughput/Velocity velocity and functionality efficiency, allowing covered by SP effective release  Estimation planning and predictability – diagnostic for the stable actual team effort per SP  Feature Points per Sprint  Feedback from Product Manager Customer Centric Improve Support Improve support  APS statistics delivered, as well as (Average lead time, reduce need for number of bugs, etc.) support  Initiatives that drive down need for support or performance on KPIs, with measurable improvements  %/# of cases escalated to and beyond Dev Manager Efficiency and Focus Concentrate and How much work is taken Effectiveness Focus – reduce Work on in the same time (WIP) Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
  • 4. in Progress / Multi- Tasking Efficiency and Sustainable Pace Reach an energized Velocity + Effectiveness but sustainable pace Quality + of work that delivers Growth Investment + a lot of value Employee while allowing team satisfaction/retention to continue delivering over time (no burnout) AND growth in capabilities/ performance Customer Centric High flexibility - Achieve high  Cycle Time from Welcome Changes flexibility to changing starting work to realities and delivering to requirements customer  Lead time from customer need to delivering. Efficiency and Improve automation, coding  Automation Coverage Effectiveness “engineering standards, code % practices” review, Test-Driven-  % Amount of code Development etc. reviewed during sprint Excellence / Improve Quality Improve quality of  minimize escaping Efficiency and deliverables defects Effectiveness  minimize “missing functionality” defects  Customer Feedback regarding quality and fit of deliverables  Ease of integration/adoption  Feedback from adopters/delivery Collaboration Team Versatility Work towards  Knowledge matrix. achieving high levels Identify weak points of Backup/ and set targets and Redundancy – plan (part of SCRUM enables flexibility to TEAM planning) to changing increase knowledge workloads/surprises.h where lacked  Good balance of Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
  • 5. generalized knowledge and specialization areas  minimal bottlenecks due to specific team members  KT plan for specialization areas, and execution on a sprint by sprint basis.  Ability of any team member to take any task  Amount of “knowledge types” considered during sprint planning to detect capacity issues Collaboration Collective Collective  Team members work Commitment and accountability on whatever Delivery towards committed contributes most to goals the team's goals, irrespective of their actual job title Collaboration Personal Influence and help  Team members Development of achieve team meeting their Team Members members individual individual personal personal development goals development, in light  Team members of team and satisfaction / individual needs retention rate Collaboration Open Achieve open  Less Reliance on Dev Communication communication Manager to handle allowing discussion HR and resolution of any interactions/conflicts and all issues in the team affecting the team  Less conflicts, Good performance team spirit/motivation/ene rgies Collaboration Collaboration Achieve effective  Feedback from beyond the team collaboration with Program other teams and roles Manager/Product Manager/Scrum Teams in Project/Other Scrum Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
  • 6. Teams  # of escalations to Dev Manager  High-quality integrations??? Collaboration Impediments Work together to  Speed of Removal identify and remove impediments removal impediments at the  # of impediments individual and team escalated to Dev level. Invite others to Manager help with own tasks. unnecessarily Excellence Continuous Create a sustainable  Introduce at least X Improvement continuous initiatives/ideas and Culture/Process improvement culture follow it through. and process,  Effective and creative identifying and retrospectives, with driving improvements follow up in team delivery  Continuous and pro- performance active push towards team and project goals  Growth Motivate to Grow Team members  Present examples of challenge each other growth initiatives that to grow in areas were performed in serving the team and the team. individuals Excellence Create and meet Team members  Defined and observed high standards create high standards Team Rules, Done of work – Team Rules, Criteria (Definition of Definition of Done, Done applied to all etc. development tasks, standard set by the team/project, NOT the acceptance criteria from Product Manager) Effectiveness / Effective Meetings Have effective  Team members feel Efficiency and Decisions meetings driving meetings are effective effective decisions  Decisions are taken that are executed on quickly, not dragged a timely manner across many meetings  Decisions are implemented quickly  Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com
  • 7. Effectiveness / Try and experiment The team attempts  Present examples, at Efficiency techniques for and adopts new least some with improvement techniques that actual ROI (ok to have enhance its efficiency some that fail, but fail and effectiveness FAST) Leadership Pro-active The Team finds ways  Initiatives driven by involvement in to interact with the Team Project/Product project/product  Constructive level leadership and drive suggestions of how to initiatives/decisions changes that it feels change things are necessary Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com