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What it really means to “be
           agile”
       Kent J. McDonald
        @beyondreqs
Agenda Overview
 Doing Agile vs. Being
  Agile
 Key Ideas in Agile
 What does this mean
  for Project
  Managers?
We interrupt this presentation for a
          quick survey…
Doing Agile
    Vs.
Being Agile

From
Agile2012
Doing Agile
Being Agile
What is an agile mindset?
   People are…
   A. Cogs
   B. Resources that need extrinsic motivation
   C. Human beings with intrinsic motivation.




http://finding-marbles.com/2011/12/10/agile-mindset-examples/
What is an agile mindset?
   People are good at their jobs because…
   A. They put in effort and always learn
   B. They’re just more intelligent
   C. Where I work, no one else is good.




http://finding-marbles.com/2011/12/10/agile-mindset-examples/
What is an agile mindset?
   Decisions are taken…
   A. By management after conferring with the
      people impacted
   B. By management
   C. By someone up the hierarchy and we never get
      informed
   D. Usually by consensus among the people that are
      impacted
   E. Implicitly. We muddle through.

http://finding-marbles.com/2011/12/10/agile-mindset-examples/
What is an agile mindset?
   You build the right products by…
   A. Rigorously analyzing requirements and
      writing detailed specs.
   B. Frequently showing it to the customer and
      prospective users




http://finding-marbles.com/2011/12/10/agile-mindset-examples/
What is an agile mindset?
   Retrospectives are…
   A. Not necessary anymore
   B. Only done after a project
   C. A place to rant about the same problems
      every iteration
   D. A way to find improvements and implement
      them.
   E. What’s a retrospective?
http://finding-marbles.com/2011/12/10/agile-mindset-examples/
What is an agile mindset?
   When trying to improve…
   A. Not only do we change, we oscillate.
   B. What is the simplest thing that will work?
      What can we start right now? Can we use
      something physical?
   C. Obviously we need a
      tool/framework/process.
   D. We never try to improve.

http://finding-marbles.com/2011/12/10/agile-mindset-examples/
What is an agile mindset?
   When people show undesirable behavior, you…
   A. Do nothing.
   B. Give feedback so they might change.
   C. Give feedback, but also check whether the
      system inadvertently rewards said behavior
   D. How should I know what’s undesirable?



http://finding-marbles.com/2011/12/10/agile-mindset-examples/
What is an agile mindset?
   Something needs clarification, you…
   A. Do nothing.
   B. Email
   C. Call them
   D. Talk to them in person
   E. Clarify it, but don’t tell anyone so that several
      people clarify it independently.


http://finding-marbles.com/2011/12/10/agile-mindset-examples/
What is an agile mindset?
   Documentation is…
   A. There’s none. Haven’t you read the
      Manifesto?
   B. Outdated
   C. Extensive and hard to maintain
   D. Just enough. When you discover something’s
      missing, you add that particular part.


http://finding-marbles.com/2011/12/10/agile-mindset-examples/
Key Ideas in Agile




     From Ron Jeffries
KEY IDEA
Put people
with needs
in direct
contact
with
people
who can
fulfill those
needs
How we’ve done it.


Stakeholders
Involved
only here
What are your
requirements?
The stakeholder goes
       away….
Design
Implementation
6 Months Later…
Here’s what you
asked for, please go
       test it.
Verification
Thiswhat
 It’s isn’t
  what I
you asked
 wanted!
    for!
This doesn’t work.


Stakeholders
Involved
only here
Involve your stakeholders
 Best: stakeholders sit
  with project team full
  time
 Still quite good: regular
  touch points with
  stakeholders
 Bare minimum: Demo
  with stakeholders every
  couple of weeks
Active conversation looking at
work, not a meeting
This also means no intermediaries!
A stakeholder’s perspective
“…it [agile] allows for interaction directly between
the business and the developers. While waterfall
allows the business to review specs prior to
development, agile allows the business to see the
actual development while it’s in process. We’re able
to see the developer’s interpretation of the
requirements before development is completed
and make changes/tweaks as necessary. This has
proven to be very beneficial as we’re able to show
code to the end users while it’s still in a state where
changes can be made.”
KEY IDEA
Populate projects with
all the needed people
and capabilities to get
the job done
Instead of a team built on roles
                            Sr.
               Lead                    Development
                            Business
               Business                Lead
                             Analyst               Sr.
                Analyst
                                                   Developer
UX Analyst                                                     Sr.
                                                               Developer


                                                                Architect
     QA
     Analyst




                                               Project
                                               Manager
                          Test Lead
Build one based on skills
          Analysis              Development




Testing


                                       UX
Ideal - Build a Real Team
 7 +/- 2 People
 Necessary skills
 No defined roles
 Focused on one project
 Bring work to the team,
  not the other way
  around
 Have them sit together
Making it work
 Select based on skills,
  not roles
 Allow team members to
  focus for blocks of time
  (at least half a day)
 Provide tools to help
  communication
Selecting a Program Team
What if the team is already formed
    and a change is needed?
KEY IDEA
     Build work
 incrementally and
check results as you
         go
Meaningful feedback does not come
            from specs
Meaningful feedback comes from
    seeing actual product
We need real feedback sooner than
             after we’re done




We really don’t
know if it’s right
until here.
The more often we deliver, the more
         often we learn.
                    Identify
                    Scenario


        Reflect
                               Change
          on
                               product
        results


                      Use
                    product


                  Based on Kolb Learning Cycle
How to increment
 Organize work by
  feature delivered
 Fit work into time boxes
 Deliver small bits of
  production quality work
  at the end of each time
  box
 Learn from each
  delivery.
Incrementing a Data Warehouse
KEY IDEA
Prepare for and
influence the
future but don’t
predict it
Historic views on plans
It is a bad plan that admits of no modification.
Publilius Syrus
                  No [campaign] plan survives first contact with the enemy
                                   Field Marshall Helmuth Graf von Moltke
It is a mistake to look too far ahead. Only one link in the chain of destiny
can be handled at a time.
Winston Churchill
                    A good plan violently executed right now is far better
                                than a perfect plan executed next week.
                                                        George S. Patton

[In preparing for battle] I have always found that plans are useless, but
planning is indispensable.
Dwight D. Eisenhower
Incorrect assumption about projects

The Plan is always
correct. If
something does not
go according to
plan, we messed up
implementation.
Incorrect assumption about agile

Are you
planning? Are
you planning?
ARE YOU
PLANNING?
There's no
planning!
THERE'S NO
PLANNING IN
AGILE!
Shi[f]t Happens
Planning Levels
Product vision       Yearly by the Product Owner
   Product
  roadmap         Bi-yearly by the Product Owner

Release plan           ~quarterly by Product Owner
                       and Team
 Sprint plan
                      Every 2 weeks by the Product
                      Owner and Team
  Daily plan
                          Daily by the team
“But the Plan said we’re supposed to
      start on the next release”
KEY IDEA
Make tasks concrete and
quickly finish them.
Small chunks of value delivered in each
               iteration
Tasks of 4 – 16 hours to deliver those
           chunks of value
Wishlisting.org
KEY IDEA
Give people work to do
and the knowledge to
do it, do not push them
around like pawns on a
chessboard
Shocking Admission




Most “teams” act more like workgroups
High performing project teams should
       resemble communities
Shocking Admission #2




 People are not “resources”
Treat team members like… people
Shocking Admission #3
3(a) Multi-tasking is
not effective.

3 (b) People do not
multi task. They
switch rapidly
between areas of
focus
Let them focus.
“They’ll never volunteer for tasks”
KEY IDEA
Focus on providing value frequently and
rapidly, not directly on cost
Success is not based on a triangle
              Scope




 Cost                       Schedule
Success is based on meeting objectives




As Steve Denning would say: “Delighting Customers”
Address first, or phone first?
What does this mean for PM’s?
You need great relationships with your
             customers
Act like a kid from Ottumwa
Learn the Leadership 2 Step
Channel your inner Coach
Come see my talk this afternoon
Want another perspective?
If you remember nothing else…
 Doing agile is using
  techniques
 Being agile is changing
  your mindset
 Tis better to be agile
  quietly than do agile
  gregariously
Questions?

Kent McDonald
kentjmcdonald@gmail.com
@BeyondReqs
www.beyondrequirements.com
Slides available from:
http://www.kbridgepartners.com

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What it Really Means to Be Agile

  • 1. What it really means to “be agile” Kent J. McDonald @beyondreqs
  • 2. Agenda Overview  Doing Agile vs. Being Agile  Key Ideas in Agile  What does this mean for Project Managers?
  • 3. We interrupt this presentation for a quick survey…
  • 4. Doing Agile Vs. Being Agile From Agile2012
  • 7. What is an agile mindset? People are… A. Cogs B. Resources that need extrinsic motivation C. Human beings with intrinsic motivation. http://finding-marbles.com/2011/12/10/agile-mindset-examples/
  • 8. What is an agile mindset? People are good at their jobs because… A. They put in effort and always learn B. They’re just more intelligent C. Where I work, no one else is good. http://finding-marbles.com/2011/12/10/agile-mindset-examples/
  • 9. What is an agile mindset? Decisions are taken… A. By management after conferring with the people impacted B. By management C. By someone up the hierarchy and we never get informed D. Usually by consensus among the people that are impacted E. Implicitly. We muddle through. http://finding-marbles.com/2011/12/10/agile-mindset-examples/
  • 10. What is an agile mindset? You build the right products by… A. Rigorously analyzing requirements and writing detailed specs. B. Frequently showing it to the customer and prospective users http://finding-marbles.com/2011/12/10/agile-mindset-examples/
  • 11. What is an agile mindset? Retrospectives are… A. Not necessary anymore B. Only done after a project C. A place to rant about the same problems every iteration D. A way to find improvements and implement them. E. What’s a retrospective? http://finding-marbles.com/2011/12/10/agile-mindset-examples/
  • 12. What is an agile mindset? When trying to improve… A. Not only do we change, we oscillate. B. What is the simplest thing that will work? What can we start right now? Can we use something physical? C. Obviously we need a tool/framework/process. D. We never try to improve. http://finding-marbles.com/2011/12/10/agile-mindset-examples/
  • 13. What is an agile mindset? When people show undesirable behavior, you… A. Do nothing. B. Give feedback so they might change. C. Give feedback, but also check whether the system inadvertently rewards said behavior D. How should I know what’s undesirable? http://finding-marbles.com/2011/12/10/agile-mindset-examples/
  • 14. What is an agile mindset? Something needs clarification, you… A. Do nothing. B. Email C. Call them D. Talk to them in person E. Clarify it, but don’t tell anyone so that several people clarify it independently. http://finding-marbles.com/2011/12/10/agile-mindset-examples/
  • 15. What is an agile mindset? Documentation is… A. There’s none. Haven’t you read the Manifesto? B. Outdated C. Extensive and hard to maintain D. Just enough. When you discover something’s missing, you add that particular part. http://finding-marbles.com/2011/12/10/agile-mindset-examples/
  • 16. Key Ideas in Agile From Ron Jeffries
  • 17. KEY IDEA Put people with needs in direct contact with people who can fulfill those needs
  • 18. How we’ve done it. Stakeholders Involved only here
  • 24. Here’s what you asked for, please go test it.
  • 26. Thiswhat It’s isn’t what I you asked wanted! for!
  • 28. Involve your stakeholders  Best: stakeholders sit with project team full time  Still quite good: regular touch points with stakeholders  Bare minimum: Demo with stakeholders every couple of weeks
  • 29. Active conversation looking at work, not a meeting
  • 30. This also means no intermediaries!
  • 31. A stakeholder’s perspective “…it [agile] allows for interaction directly between the business and the developers. While waterfall allows the business to review specs prior to development, agile allows the business to see the actual development while it’s in process. We’re able to see the developer’s interpretation of the requirements before development is completed and make changes/tweaks as necessary. This has proven to be very beneficial as we’re able to show code to the end users while it’s still in a state where changes can be made.”
  • 32. KEY IDEA Populate projects with all the needed people and capabilities to get the job done
  • 33. Instead of a team built on roles Sr. Lead Development Business Business Lead Analyst Sr. Analyst Developer UX Analyst Sr. Developer Architect QA Analyst Project Manager Test Lead
  • 34. Build one based on skills Analysis Development Testing UX
  • 35. Ideal - Build a Real Team  7 +/- 2 People  Necessary skills  No defined roles  Focused on one project  Bring work to the team, not the other way around  Have them sit together
  • 36. Making it work  Select based on skills, not roles  Allow team members to focus for blocks of time (at least half a day)  Provide tools to help communication
  • 38. What if the team is already formed and a change is needed?
  • 39. KEY IDEA Build work incrementally and check results as you go
  • 40. Meaningful feedback does not come from specs
  • 41. Meaningful feedback comes from seeing actual product
  • 42. We need real feedback sooner than after we’re done We really don’t know if it’s right until here.
  • 43. The more often we deliver, the more often we learn. Identify Scenario Reflect Change on product results Use product Based on Kolb Learning Cycle
  • 44. How to increment  Organize work by feature delivered  Fit work into time boxes  Deliver small bits of production quality work at the end of each time box  Learn from each delivery.
  • 45. Incrementing a Data Warehouse
  • 46. KEY IDEA Prepare for and influence the future but don’t predict it
  • 47. Historic views on plans It is a bad plan that admits of no modification. Publilius Syrus No [campaign] plan survives first contact with the enemy Field Marshall Helmuth Graf von Moltke It is a mistake to look too far ahead. Only one link in the chain of destiny can be handled at a time. Winston Churchill A good plan violently executed right now is far better than a perfect plan executed next week. George S. Patton [In preparing for battle] I have always found that plans are useless, but planning is indispensable. Dwight D. Eisenhower
  • 48. Incorrect assumption about projects The Plan is always correct. If something does not go according to plan, we messed up implementation.
  • 49. Incorrect assumption about agile Are you planning? Are you planning? ARE YOU PLANNING? There's no planning! THERE'S NO PLANNING IN AGILE!
  • 51. Planning Levels Product vision Yearly by the Product Owner Product roadmap Bi-yearly by the Product Owner Release plan ~quarterly by Product Owner and Team Sprint plan Every 2 weeks by the Product Owner and Team Daily plan Daily by the team
  • 52. “But the Plan said we’re supposed to start on the next release”
  • 53. KEY IDEA Make tasks concrete and quickly finish them.
  • 54. Small chunks of value delivered in each iteration
  • 55. Tasks of 4 – 16 hours to deliver those chunks of value
  • 57. KEY IDEA Give people work to do and the knowledge to do it, do not push them around like pawns on a chessboard
  • 58. Shocking Admission Most “teams” act more like workgroups
  • 59. High performing project teams should resemble communities
  • 60. Shocking Admission #2 People are not “resources”
  • 61. Treat team members like… people
  • 62. Shocking Admission #3 3(a) Multi-tasking is not effective. 3 (b) People do not multi task. They switch rapidly between areas of focus
  • 65. KEY IDEA Focus on providing value frequently and rapidly, not directly on cost
  • 66. Success is not based on a triangle Scope Cost Schedule
  • 67. Success is based on meeting objectives As Steve Denning would say: “Delighting Customers”
  • 68. Address first, or phone first?
  • 69. What does this mean for PM’s?
  • 70. You need great relationships with your customers
  • 71. Act like a kid from Ottumwa
  • 74. Come see my talk this afternoon
  • 76. If you remember nothing else…  Doing agile is using techniques  Being agile is changing your mindset  Tis better to be agile quietly than do agile gregariously

Editor's Notes

  1. What it really means to "be agile"Some teams think they can be agile by using a defined process or set of practices as defined by one of the agile approaches.  This is just "doing Agile."  Other teams are agile in name only -  the team says it's "doing Agile" but ends up using the same old practices and achieving the same results.  Teams adopt agile for a variety of reasons, but it's not the process or set of practices they select that produces the results they seek.  Teams are most successful when they adopt a particular mindset in order to "be agile". Join Kent McDonald as he describes this mindset through 5 key ideas based on how people and organizations work best.  We'll discuss some specific techniques you can use to adopt the mindset on your project, how the project manager role changes along with the mindset, and how to help your team move from "doing Agile" to actually "being agile".Learning Objectives:§       Understand how the key ideas of agile form a mindset for success§       Learn practical steps to apply the ideas on your projects§       Learn how your role as a project manager evolves with the new mindset.
  2. How many people are working on projects using agile? – stand upStay standing if your team talks to your customer at least once a week.Stay standing if you take a few minutes at the end of each iteration to discuss what the team can improve on.Stay standing if you have that discussion, and have some action items that come out of it.Stay standing if you plan at the beginning of each iteration.Stay standing if you make decisions about what to do based on the value you are delivering to your clients.Sit down if your team members are referred to as “resources”
  3. Story of a team that as they found out what the various roles were on a project. Some members realized that their skill sets were best used else where, so they brought up that fact and worked with their manager to get on a different project.
  4. Frequent delivery allows for frequent learningFrequent learning allows us to revise our approach more often if neededSpend less time doing it wrong, easier to recoverMore opportunities for feedbackCan start receiving value sooner
  5. Image Credit: http://safecolawsuit.blogspot.com/2011/08/theres-no-crying-in-baseball-and-there.html
  6. BPM Team – At the end of first release content, decided to do an additional iteration to fix testing defects rather than launch into a new iteration of new content to get things under control and to be able to plan a little more for the next release.
  7. http://deathstarpr.blogspot.com/2011/11/stormtroopers-wanted-apply-within.html
  8. BPM team switching from assigning tasks to setting the board and letting people volunteer
  9. $27 Million ERP project was managed based on cost, time scope and was a complete failure because value was not considered.