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IBM Agile Academy

Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


Doing the Right work and doing the work Right
Mission & Vision
Objectives & Goals
Strategy Strategy Pattern
Strategic Initiatives
8 Doing
6 Strategic 7
5 The
Programs
Right Program Pattern
Portfolio
Funnel 4
Work (Discovery section)
of Work
3

Program Pattern 1 2 3 4 5 6
Doing
Team 1
(Delivery Section) PULL The
1 2 3 4 5 6 Work
Operational Team 2 Right
PULL
Pattern 1 2 3 4 5 6

Team n © 2014 IBM Corporation


The Program Pattern… used to launch and execute programs and projects

Strategy
Idea Discover Deliver

A
E B Deliver
Deliver
Deliver
Deliver Iteratively
• Idea D C
• Strategic Initiative
• New Requirement
• Enhancement Understand Governance/ Iteratively build, test
& Funding And deliver
• Problem Gates
• Opportunity Strategize

Build/Test
Mobilize Explore/Strate Manage/
Understand /
gize Evolve
Implement

© 2014 IBM Corporation


Discovery Practice …… Iterate Till
Done

Explore
Mobilize Understand P
/Strategize

• Discovery Brief • Problem analysis • Solution options

• Right • Stakeholder analysis • Preferred solution


Stakeholders
• Desired Outcome • Estimation
• Gate approval to
start • Benefits • Planning

• Blockers • Cost / Benefit analysis

• Scope

• Epics / Features / MVP


• Program Charter
• Risks & Dependencies (Proposal)

Collaborate To Elaborate • Gate Approval


© 2014 IBM Corporation
Discovery Practice ……

Idea Propose
Problem

Desired
Cost/Benefit
Outcome

Plan
DISCOVERY Blockers

Collaborate Iterate
to till
Elaborate Estimate Epics Done

Solution
Strategy

© 2014 IBM Corporation


Cone of Uncertainty
Discovery Delivery
+100%

-100%

D1 D2 D3 © 2014 IBM Corporation


Lifecycle of Delivery
Deliver R3
Deliver R2 Releases or
Discover 1 Discover 2 Deliver R1 Phases

Optional

I-Zero Iteration Iteration Iteration


Is the setup Iteration …n
iteration zero One Two

Iteration Daily Retro


Work Showcase
Planning Standups

At start of At end of
iteration iteration

© 2014 IBM Corporation


Scrum

© 2014 IBM Corporation


Portfolio Wall
Awaiting Awaiting Awaiting Awaiting
Discovery Discovery In Delivery Delivery In In final
New Approval Resources Discovery Approval Resources Delivery Deployment Done

xyz
xyz
Large

xyz xyz xyz xyz xyz


xyz xyz
xyz
xyz
xyz xyz xyz
Medium

xyz xyz
Small

xyz Dept. 1 Prioritized


Prioritized
xyz List List © 2014 IBM Corporation
Dept. 2
Slow down in order to do more!
Minimize WIP by managing the funnel and not
overburdening
BACKLOG IN PROGRESS DONE

P P P P PP P
P P P P P
P P P P
P P P P P PPP P P
P
P P
P

P
P P P P
P P P
P P P P P P P
P
P P P P
P P
P

© 2014 IBM Corporation


Agile Project Characteristics
Small cross
functional Loosely
teams coupled Facilitated
Iterative and
(Incl. tightly
customer) aligned managed

Highly Authentic Pull work to Self


collaborative transparency WIP limit Organising

Shared and Focused on


Flexible to Disciplined consistent feedback &
change approach clarity of continuous
purpose improvement

Values: Trust / Respect / Openness / Courage


© 2014 IBM Corporation
IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


PM, IM and CM involvement

Deliver R3
Deliver R2
Discover 1 Discover 2 Deliver R1 Operate
Optional

IM

CM

PM

© 2014 IBM Corporation


Agile Story Hierarchy

Program Program

Project Project 1 Project 2

Release Epic 1 Epic 2 Epic 1 Epic 2

Feature Feature Feature


Iteration 1 2 1

Story 1 Story 2

Task

© 2014 IBM Corporation


LeSS – Large Scale Scrum

© 2014 IBM Corporation


Scaled Agile Framework™ Big Picture

© 2014 IBM Corporation


Cross functional empowered teams

• Steering committee
Governance • PMO

PM

• Key Stakeholders
Extended • External experts
• Enterprise Architect

IM
• Business SME (Customer)
• Analysts
• Developers
Core • Testers
• Solution Architect
5 - 9 people

© 2014 IBM Corporation


Key roles & responsibilities

 The Team
 The Product Owner
 The Iteration Manager
 The Project Manager
 Change Manager

These are the committed parties, the people responsible for the success
of the project and product
There will be other involved parties, but they won’t be responsible for the
success of the project or product

© 2014 IBM Corporation


M1.1.2 – Roles and Responsibilities
What are the key roles and responsibilities in an Agile Project Team?

SC
Steering
SP

PGM

CM

PM

SH Extended

EXP

PO

IM

SME Core

TM

© 2014 IBM Corporation


M1.1.2 – Roles and Responsibilities
What are the key roles and responsibilities in an Agile Project Team?
SC
SP
PGM
Agile Program

PM

IM IM

SH PO SH PO

TM SME TM SME

Core
Ext
EXP EXP

Team 1
Team 2
Agile Project 1
© 2014 IBM Corporation
…And shared ownership of customer/user outcomes by teams

© 2014 IBM Corporation


Team responsibilities

 Self organization
 Making commitments
 Meeting commitments
 Management of the team – every team member is responsible for this
 Respecting other members of the team

© 2014 IBM Corporation


Product Owner responsibilities

 Voice of the customer/project sponsor


 Defines features of the product
 Responsible for the profitability of the product (ROI)
 Manages stakeholders and their interests
 Accepts/rejects work results
 Maintains just-enough, just-in-time feature detail
 Shares success with the team

© 2014 IBM Corporation


Iteration Manger responsibilities

 Servant leadership/facilitation of the Core team


during delivery and deployment
 Helps remove impediments
 Acts as guardian of the iteration
process/framework PM

 Improves lives of team members by facilitating IM


empowerment and creativity
 Helps team improve productivity in any way Core
possible
 Works with team and PO to ensure each Extended
iteration of the product is potentially shippable
 Works with team and PO to ensure quality is
never compromised A happy, positive can-
 Coaches and helps team members in the Agile do attitude
way of working
 Energize and inspire the team © 2014 IBM Corporation
Project Manger Responsibilities
 Facilitates and manages the discovery phases and cycles
 Servant leadership/facilitation of the project (multiple teams)
 Facilitates dependency management using the ‘team of teams’ model
across projects and teams
 Helps remove impediments
 Acts as guardian of the overall project process/framework
 Improves lives of team members by facilitating empowerment and
creativity
 Helps team improve productivity in any way possible
 Helps the PO with multi-stakeholder management
 Manages and communicates with non PO stakeholders
 Works with team and PO to ensure quality is never compromised
 Energizes and inspires the team to greater heights A happy, positive can-
 Coaches and mentors the Agile way of working do attitude
© 2014 IBM Corporation
Change Manger Responsibilities
 Facilitates and manages the rollout and implementation of the project
outcomes
 Leads the Change Management team (sometimes called ‘Coms and
Change’
 Looks after end user comms, training, process changes and overall
adoption
 Closely involved in end user testing and acceptance
 Works closely with all the other IMs
A happy, positive can-
 Works Agile do attitude
PM

IM IM CM
Change Management
TEAM 1 TEAM 2 CM TEAM

© 2014 IBM Corporation


M1.1.6 – Line Management
What is the roles of Line Management and how do they interact with the team?

SC

Executive SP

PGM

Manager MGR Agile Program

PM

First Line First Line First Line


Manager Manager Manager IM IM

SH PO SH PO

TM SME TM SME

Core

Ext
EXP EXP

Team 1
Team 2

Agile Project 1

© 2014 IBM Corporation


M1.1.7 – Steering Committee
Who should be in a steering committee?

– Chaired by Sponsor
Steering committee – Senior Execs from the BU
executing the project/program
– Senior impacted BU
SP
executives – (Customers)
– Senior execs of partners or
PGM key suppliers
Agile Program – Risk and Compliance
PM (optional)

IM IM

SH PO SH PO

TM SME TM SME • Envision


Core

Ext
• Inspire
EXP EXP
• Challenge

Team 1
Team 2
Serve
Agile Project 1

© 2014 IBM Corporation


M1.1.8 – Decision Work Groups
When to setup a Decision work group and who should be on it?

Senior decision makers from the


business/customer groups
Steering committee

SP
Decision 24-48 hour
Work SLA
PGM
Groups
Agile Program

PM
Also called
Product Owner Forum
IM IM

SH PO SH PO To quickly make decision when


TM SME TM SME there are multiple customers
Core
with conflicting requirements of
Ext
large bureaucratic processes to
EXP EXP cut through.
Team 1
Team 2

Agile Project 1

© 2014 IBM Corporation


Who is responsible for benefits?

 Benefits identification?
 Benefits estimation?
 Benefits scoping? Product Owner
 Ensuring the solution can deliver
the benefits expected?
 Benefits tracking? Product Owner
 Benefits harvesting? Sponsor

© 2014 IBM Corporation


Leadership Style
Situational leadership

31

Enabling Leadership Excellence


© 2014 IBM Corporation
M1.1.1 – Agile Project Team Characteristics
What are the characteristics on an Agile Project Team?

1. Small
2. X-functional
3. Core and X-tended
4. Dedicated and committed team members
5. Single outcome that is shared and clearly understood by
all team members
6. Very supportive and do whatever is needed to help reach
the outcomes
7. Structured with a PM, IM, SME and Product Owner.
8. Clear decision making responsibilities
9. All team members collaborate and contribute
continuously and effectively

© 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


The Program Pattern… used to launch and execute programs and projects

Strategy
Idea Discover Deliver

A
E B Deliver
Deliver
Deliver
Deliver Iteratively
• Idea D C
• Strategic Initiative
• New Requirement
• Enhancement Understand Governance/ Iteratively build, test
& Funding And deliver
• Problem Gates
• Opportunity Strategize

Build/Test
Mobilize Explore/Strate Manage/
Understand /
gize Evolve
Implement

© 2014 IBM Corporation


Discovery Practice …… Iterate Till
Done

Explore
Mobilize Understand P
/Strategize

• Discovery Brief • Problem analysis • Solution options

• Right • Stakeholder analysis • Preferred solution


Stakeholders
• Desired Outcome • Estimation
• Gate approval to
start • Benefits • Planning

• Blockers • Cost / Benefit analysis

• Scope

• Epics / Features / MVP


• Program Charter
• Risks & Dependencies (Proposal)

Collaborate To Elaborate • Gate Approval


© 2014 IBM Corporation
M2.2 – Purpose and benefits
Why should we do the discovery practice?

Objectives Benefits

Shared and Improved


deeper ROI
understanding

Assign scarce Faster


resource to the time to
right initiative market

Better
Business Case Designs
Cost/ Benefit? Better
Products

Prioritise &
manage the Happier
funnel people

Explore Highly
options productive
teams

© 2014 IBM Corporation


M2.3 – Input to Discovery
What is the minimum input needed for the Discovery practice?

Discovery Brief
Name Name of the initiative. This can be a large program, project or just an idea.
Summary Quick Summary

Sponsor Name of the Executive that is sponsoring this initiative / idea

Initiator Name of the staff member who is the owner of this brief and is responsible for
driving it through to the next stage.
Problem statement A statement of the business problem that this initiative is trying to solve.

Strategic alignment How this initiative aligns with the strategy

If No! Implications of *Not* implementing the initiative. The pain of ‘do nothing’
1-2 hour max!
Constraints Any constraints on the initiative, resourcing, cost, timescales, technology

Solution Options If known, any solution options the business is aware of

Wish Date
Filled in by the initiator
When would you like to have this done by

Criticality How critical is this to business functioning (H/M/L)

Urgency How urgent is this change (H/M/L)

Benefit estimate Rough estimate of total business benefits this could generate

Cost appetite How much maximum would you be willing to spend on this project

Initiative size Small (<50d) / Medium (50-200d) / Large (200-500d) / X-Large (500d+)

Key stakeholders A list of the key stakeholders that should be included in the inception phase for
this initiative. These are the key people that will be impacted by the change.
Name and Date Name of the person writing the brief and the date its written on

© 2014 IBM Corporation


Contents of the Discovery Brief

Summary Sponsor Initiator

Problem
Pain impact Benefit estimate
Statement

Strategic Solution Options Constraints


Alignment

Wish date Urgency Criticality

Cost appetite Initiative size Key Stakeholders

© 2014 IBM Corporation


M2.4 – Who, when and for how long
Who should be there, when should it be run, and how long should it take?

WHO
• Initiator
• Key Stakeholders
• Key Experts

• Sponsor ( Part time )

WHEN
• As soon as all the key people are
available

• As soon as Discovery is approved if there


is a gate check before discovery

HOW LONG
• Run in a facilitated workshop setting
• Can be multiple workshops with breaks in
between
• Not spread over more than 3-4 weeks
• Workshop time should be in the region of 1-5
days or as necessary

© 2014 IBM Corporation


Not paint by numbers! – Think!

© 2014 IBM Corporation


M2.5 – Analyzing the problem
How should we analyze the problem we are trying to solve?

Root Cause Analysis


Problem Grouping
(How Come?)

Impact Analysis
(So What?)

© 2014 IBM Corporation


Stakeholder Analysis

Who is the customer? High level Value Stream


(Internal + External) Map
IMPACT

Stakeholder mapping

INFLUENCE
© 2014 IBM Corporation
Other examples of Stakeholder Analysis

© 2014 IBM Corporation


Value Proposition Canvas

Dr. Alex Osterwalder & Dr.Yes Pigneur


Created by 470 practitioners from 45 countries © 2014 IBM Corporation
M2.6 – Defining the Desired Outcome & Benefits
How should we define the desired outcomes and benefits?
Estimated Benefits

Business Outcomes

Each business outcome


must have one or more
estimated $$ value benefits

1-5 business objectives or


desired business outcomes SMART Goals

Each objective should have


one or more SMART goals

(Specific, Measurable, Actionable,


Realistic, Time bound)

© 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


Discovery Practice …… Iterate Till
Done

Explore
Mobilize Understand P
/Strategize

• Discovery Brief • Problem analysis • Solution options

• Right • Stakeholder analysis • Preferred solution


Stakeholders
• Desired Outcome • Estimation
• Gate approval to
start • Benefits • Planning

• Blockers • Cost / Benefit analysis

• Scope

• Epics / Features / MVP


• Program Charter
• Risks & Dependencies (Proposal)

Collaborate To Elaborate • Gate Approval


© 2014 IBM Corporation
M2.7 – Identifying the blockers
How should we identify the blockers to success?

O1

O2

You
Are
Here

© 2014 IBM Corporation


Agreeing Scope
How should we surface the work that needs to be done?

IN OUT

???

© 2014 IBM Corporation


M2.8 – Surfacing the Epics
How should we surface the work that needs to be done?

Those big pieces of work that need to be done to achieve the desired outcome!

Normally somewhere between 2- 7 epics!

Epic 1

Epic 2 Epic 3 Epic 4

Epic 5

© 2014 IBM Corporation


Features and MVP
Epics and Features

Generating Features SOLUTION ASPECTS


Technology Org. Process Capability build

MVP1
Feature
Feature Feature Use:
Epic1 Feature Design thinking
Process maps
Brainstorming
Feature Feature
Feature
Epic2 Feature Feature

Feature Feature Feature


Epic3

Feature

© 2014 IBM Corporation


Risks

HIGH
High
impact
High prob.
High
impact
High prob.
IMPACT

LOW
PROBABILITY HIGH
© 2014 IBM Corporation
Dependencies

Program
Internal External

Technology

People

Process

© 2014 IBM Corporation


Solution Options
How to craft a solution strategy?

Design Thinking
‘DETERMINE THE
REAL PROBLEM…
CONSIDER A
WIDE RANGE OF
POTENTIAL
SOLUTIONS…
CONVERGE ON A
PROPOSAL.’

© 2014 IBM Corporation


Preferred Solution
How to select a solution strategy?

Analyze all aspects

Solution People Process Tech


Option

Option 1 ++ + -

Option 2 ++ + ++

Option 3 + ++ ++

© 2014 IBM Corporation


Preferred Solution
How to select a solution strategy?

Intel consensus model

YES YES but… Don’t know NO

© 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


Discovery Practice …… Iterate Till
Done

Explore
Mobilize Understand P
/Strategize

• Discovery Brief • Problem analysis • Solution options

• Right • Stakeholder analysis • Preferred solution


Stakeholders
• Desired Outcome • Estimation
• Gate approval to
start • Benefits • Planning

• Blockers • Cost / Benefit analysis

• Scope

• Epics / Features / MVP


• Program Charter
• Risks & Dependencies (Proposal)

Collaborate To Elaborate • Gate Approval


© 2014 IBM Corporation
M3.2 – Estimating and costing the work
How should we estimate the work and costs?

© 2014 IBM Corporation


M1.1.3 – Planning : Work and team breakdown
How to structure programs and projects of all sizes?

Scope Breakdown Work Breakdown


Epic Release
Iterative
Feature Design • Iteration
Story

Program

Project

Stream

Team

Team Breakdown © 2014 IBM Corporation


Lifecycle of Delivery
Deliver R3
Deliver R2 Releases or
Discover 1 Discover 2 Deliver R1 Phases

Optional

I-Zero Iteration Iteration Iteration


Is the setup Iteration …n
iteration zero One Two

© 2014 IBM Corporation


M3.3 – Planning the work
How should we plan the work ?
MVP1 MVP2

M0 M1 M2 M3 M4 M5 M6 Q+1 Q+2 Q+3 Q+4

Team-1 Setup Release 1 Release 2

Team-2 Setup Release 1

Team-n Setup Release 2

© 2014 IBM Corporation


M3.4 – Cost benefit Analysis
Should we do this piece of work? Is it feasible?

BENEFITS

Best Case Base Case Worst Case

Best Case
COSTS

Base Case

Worst Case If Red


Beware!

© 2014 IBM Corporation


M3.5 – Making the proposal
How to document the Discovery practice and make a business proposal?

Documenting Shared Understanding

PICS + PPT

© 2014 IBM Corporation


Iterate till happy
Discovery Delivery
+100%

-100%

D1 D2 D3 © 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


Portfolio Wall
Awaiting Awaiting Awaiting Awaiting
Discovery Discovery In Delivery Delivery In In final
New Approval Team Discovery Approval Team Delivery Deployment Done

xyz
xyz
Large

xyz xyz xyz xyz xyz


xyz xyz
xyz
xyz
xyz xyz xyz
Medium

xyz xyz
Small

xyz Dept. 1 Prioritized


Prioritized
xyz List List © 2014 IBM Corporation
Dept. 2
Setting up for success

• The work
• Approved project scope

• Staffing & resourcing


• The team
• The PM & IM
• The Customer – Product Owner
• $$ - Budgets
• Facility – space

© 2014 IBM Corporation


Lifecycle of Delivery
Deliver R3
Deliver R2 Releases
Discover 1 Discover 2 Deliver R1
Optional

I-Zero Iteration Iteration Iteration


Is the setup Iteration …n
iteration zero One Two

Iteration Daily Retro


Work Showcase
Planning Standups

At start of At end of
iteration iteration

© 2014 IBM Corporation


Scrum

© 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


Agile Story Hierarchy

Program Program

Project Project 1 Project 2

Release Epic 1 Epic 2 Epic 1 Epic 2

Feature Feature Feature


Iteration 1 2 1

Story 1 Story 2

Task

© 2014 IBM Corporation


The Story starts with a card, then a
conversation…

© 2014 IBM Corporation


The life of a story

Elaboration
• Identification • Build
• Story writing • Acceptance • Test
criteria • Deploy
• Size
• Test cases
Elicitation Execution

Prioritization / Estimation / Planning 74

© 2014 IBM Corporation


Story Identification

 Feature breakdown
Personas
 Design Thinking Practices
 Business Canvas
Process
 Value Stream Mapping (as-is and to-be)
 Brain storming
Outcomes
 User/customer interviews

© 2014 IBM Corporation


Story Writing

Who Personas

What Process

Why Outcomes

As a ___________________________________
I want ________________________________
So that _____________________________

© 2014 IBM Corporation


The life of a story

Elaboration
• Identification • Build
• Story writing • Acceptance • Test
criteria • Deploy
• Size
• Test cases
Elicitation Execution

Prioritisation / Estimation / Planning 77

© 2014 IBM Corporation


Story elaboration

Less
Always Sometimes
often
Technical
ID Narrative
design

Lo-fi prototype Data Model


Title
Context
Consider points
diagram
Acceptance
Criteria Link to high
Assumptions
level scenarios
Relative size
estimate Constraints GUI design

78

Enabling Leadership Excellence


Collaborate to Elaborate
© 2014 IBM Corporation
ATDD - TDD

Acceptance Test

Test Case

79

Enabling Leadership Excellence


Collaborate to Elaborate
© 2014 IBM Corporation
The life of a story

Elaboration
• Identification • Build
• Story writing • Acceptance • Test
criteria • Deploy
• Test cases
Elicitation Execution

Prioritization / Estimation / Planning 80

© 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


Iteration Zero
1. Shared understanding of Agile – Team Training

2. Shared understanding of the project

3. Social contract

4. Story Elaboration – Max 2 iterations ahead

5. Architecture and Design


How long should it take?
6. Standards and guidelines

7. Tools and environment provisioning

8. Detailed Release Planning


“Just enough to start”

© 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


The life of a story

Elaboration
• Identification • Build
• Story writing • Acceptance • Test
criteria • Deploy
• Size
• Test cases
Elicitation Execution

Prioritisation / Estimation / Planning

84

© 2014 IBM Corporation


Planning

Prioritise features Set up the


and stories release wall

As the team we need a release plan so that Estimate features Map iterations to
we can set ourselves targets & milestones and and stories time
socialise delivery projections with our
stakeholders

Estimate velocity Fill the iteration


buckets

Enabling Leadership Excellence


© 2014 IBM Corporation
Ready

Iteration 1 Iteration 2 Iteration 3

5/11 – 16/11 19/11 – 30/11 03/12 – 14/12

Total = x Total = x Total = x

© 2014 IBM Corporation


Ready

Commit to Update walls and


highest priority burn-up charts
stories

Re-estimated Update release


unfinished work plan based on
changes

Follow rule of Decompose


yesterday’s committed stories
weather into tasks

Enabling Leadership Excellence


© 2014 IBM Corporation
Prioritized backlog

…. gave us our Product Backlog (on the wall and in a tool)

MVP

MOSCOW / H – M – L / 1,2,3…

© 2014 IBM Corporation


Story Estimation

Relative estimation using planning poker


and story points

© 2014 IBM Corporation


The Fibonacci sequence

 0, 1, 2, 3, 5, 8, 13, 21, 34, 55, 89, 144….


 The first two Fibonacci numbers are 0 and 1; each subsequent number
is the sum of the previous two

1,2,3,5,8,13,2, infinity
© 2014 IBM Corporation
Our pseudo Fibonacci
sequence
 In Agile/Scrum, many use a pseudo
Fibonacci sequence to assign story
points to stories
 Large estimates are less accurate;
larger gaps between larger estimates
help us avoid splitting hairs
unnecessarily

© 2014 IBM Corporation


Velocity

92
© 2014 IBM Corporation
Estimate size; derive duration

93
© 2014 IBM Corporation
Story spliting

© 2014 IBM Corporation


Release Planning

Prioritised and estimated story list

• A
• B
• C
• D
• E

I1 I2 I3 I4
Velocity = bucket size

Iteration Buckets
© 2014 IBM Corporation
Release Plan

I1 I2

Release wall

In
Planned Progress Testing Done

Iteration wall

© 2014 IBM Corporation


The product backlog iceberg

© 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


Lifecycle of Delivery
Deliver R3
Deliver R2 Releases or
Discover 1 Discover 2 Deliver R1 Phases

Optional

I-Zero Iteration Iteration Iteration


Is the setup Iteration …n
iteration zero One Two

Iteration Daily Retro


Work Showcase
Planning Standups

At start of At end of
iteration iteration

© 2014 IBM Corporation


Run
Daily delivery cadence

© 2014 IBM Corporation


Standups •Be punctual
•Talk to the card
Talking to the wall •What did they do yesterday
•What’s planned and left to-do
In •Blockers in reaching deadline
Planned Progress Testing Done •Make notes to discuss offline
•Keep it short and to the point
Iteration wall •Take longer discussions offline
•Make a note of who does not
have work
•Move the card only after talking
to it
•Pull a new card if needed

•Never embarrass anyone up in


public
• Have the hard
conversation in private

•Update the virtual wall later

© 2014 IBM Corporation


Huddles and hangouts
Walk the line – go see the real thing – talk to people

• 1:1
• Deep dives
• Take time to understand
the real issues
• Listen
• Socialise
• Praise
• Talk to stakeholders
• Get more than one
opinion
• Move boulders
• Carry water
• Work closely with the PM
and PO

© 2014 IBM Corporation


Technical Practices – Dev-Ops

Details in the Emergent


Dev-Ops courses Design

Continuous Buddy
monitoring Builds

Continuous Continuous
deployment Integration

Automated
testing

Configuration Management Data Management

© 2014 IBM Corporation


Showcases

© 2014 IBM Corporation


Retrospective
How do we get better?

•Working / not working / puzzles RETROSPECTIVE

•Group and summarise


•Vote for top 3

•Root cause analysis


• 5 why’s

•Pick top 2 – 3 actions for next


iteration

•Write up cards for it and add to


Release wall

Enabling Leadership Excellence


© 2014 IBM Corporation
The retrospective

“A retrospective is a gathering of a
community at regular intervals throughout
a delivery to review the events and learn
from the experience.”

- Esther Derby, Agile


Retrospectives

© 2014 IBM Corporation


“When the speed of
failure slows, so does
the speed of invention.”
– Mike Steep
SVP of global business operations at
PARC
© 2014 IBM Corporation
IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


Walls

(Issues)
Burn-up Struggle
I1 I2 Street

Release wall

Risks

In
Planned Progress Testing Done

Iteration wall
Architecture
wall

© 2014 IBM Corporation


Kanban
Visual board,
Pull based
with limited WIP

No Iterations… no velocity…just continuous flow

110

Enabling Leadership Excellence


© 2014 IBM Corporation
Burnup charts

Original Revised
planned prognoses
completion date completion date
15 March 2011 15 April 2011
Original scope in Story points
Scope cut needed
Story points

to meet Original
targets

Current estimates is that


we need two Iterations more
and this will delay delivery
by a month

And cost $200,000 more.

Or scope needs to be cut

I1 I2 I3 I4 I5 I6 I7 I8 I9 I10 I11 I12


111

Enabling Leadership Excellence


© 2014 IBM Corporation
Stakeholder map

Satisfy Involve
Influence

Keep
Monitor
Informed

Impact

Enabling Leadership Excellence


© 2014 IBM Corporation
Risk wall

Plan work- Action


arounds immediately
Probability

Watch
Monitor
closely

Impact

Enabling Leadership Excellence


© 2014 IBM Corporation
Issues

© 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


7 Rules …..of successfully distributed teams
1. Don’t
2. Don’t treat remotes as if they were locals
3. Don’t treat locals as if they were remote
4. Latitude hurts, longitude kills
5. Don’t always be remote
6. Invest in the appropriate tools and environments
7. Establish standards and agreements

© 2014 IBM Corporation


IBM Agile Academy
Course: IAA2: Agile Program Fundamentals

• Agile Basics 1. Pattern introduction


2. Team roles and resp
• Agile Program Pattern 3. Discovery 1
• Summation 4. Discovery 2
5. Discovery 3
6. Delivery and iteration basics
7. Stories
8. Delivery Setup –I0
9. Release & Iteration Planning
10. Iteration execution
11. BVCs
12. Distributed teams
13. Tips and tricks

© 2014 IBM Corporation


Story Issues

Identify
• Scope creep
• Hangover stories
Done Elaborate • Changes during the
iteration
• Bugs found
• Wrong estimates
• Epics not stories
Test Build • Unavailable SME
• BAU

118

Enabling Leadership Excellence


© 2014 IBM Corporation
Iteration smells

 Missing team members


 Repeating tasks
 No impediments raised/same impediments raised
day after day
 ‘Directive’ IM or PM
 Specialized job roles/not acting like a team and
doing whatever it takes

© 2014 IBM Corporation

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