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Agile Project Management
    Deep Dive into Project Planning

    Date: March 2010


Thursday, April 8, 2010
Agenda

    ✤    Introductions

    ✤    Introduction to Agile

    ✤    Deep Dive into the Principles
         and Practices of Agile Planning

    ✤    Working Lunch & Games

    ✤    Pilot Project Planning

    ✤    Retrospective

Thursday, April 8, 2010
1. Introductions
    Let’s Get to Know Each Other




Thursday, April 8, 2010
Introduction to ShoreTel
    Introductions by Team Members




Thursday, April 8, 2010
Introduction to Winn Dixie
    Introductions by Team Members




Thursday, April 8, 2010
Intro to Siraj

    ✤    19 years experience with
         process improvement
         consulting and coaching.

    ✤    excellent track record of
         coaching leaders and teams on
         process improvement (Kanban,
         Agile, Scrum, CMMI, SOX)

    ✤    broad and deep (varied
         domain / functional)
         experience.

Thursday, April 8, 2010
My Goals for Today

    ✤    “We are here to learn, have fun and make a difference” - Deming

    ✤    Provide Conceptual Inputs to the Team on Agile.

    ✤    Deep Dive into Agile Project Planning - Principles, Practices & Issues.

    ✤    Work with the Team to Plan their Pilot Project. Identify action items
         for the Team to work on until we meet next. Address concerns. Clarify
         Concepts.

    ✤    Mentor PM / Scrum Master on his / her role.


Thursday, April 8, 2010
2. Introduction to Agile
    History, Concepts and Current State of Agile




Thursday, April 8, 2010
History

    ✤    1940s to now - Deming, TPS /
         Toyota Way and Lean.

    ✤    1986 - The New New Product
         Development Game

    ✤    2001 - The Agile Manifesto

    ✤    2000-now - Scrum, XP, Crystal,
         DSDM, FDD, Lean, Kanban.

    ✤    2010 - what’s next

Thursday, April 8, 2010
Agile Concepts I

    ✤    Incremental Business Value      ✤   Retrospectives

    ✤    Roles - Scrum Master, Product   ✤   Co-Location
         Owner, Team
                                         ✤   Product Backlog (Prioritization,
    ✤    Planning (Release and               User Stories)
         Iterations)
                                         ✤   Estimation (Planning Poker,
    ✤    Visualization (Task Board)          Sizing, Story Points)

    ✤    Daily Standup                   ✤   Velocity (BU / BD Charts)

    ✤    Reviews / Demos                 ✤   Scrum of Scrums

Thursday, April 8, 2010
Agile Concepts II

    ✤    Self Organizing                 ✤   Agile Values, Principles and
                                             Team Behaviors
    ✤    Agile Technology Practices
         (TDD, CI, CD, Automated
         Testing, Pair Programming,
         Refactoring,Coding Standards)

    ✤    PM Concepts (Risk
         Management, Issue
         Management, Schedule
         Management, Cost and
         Budgeting, Scope Management)


Thursday, April 8, 2010
Agile Concepts III (Agilisms)

    ✤    Give Up Hope (Requirements     ✤   Scrumbut
         Change)
                                        ✤   Technical Debt
    ✤    Fail Fast
                                        ✤   Chickens & Pigs
    ✤    Release Early, Release Often

    ✤    Inspect & Adapt

    ✤    Done means Done

    ✤    Smells


Thursday, April 8, 2010
Current State I
    Agile Methods




Thursday, April 8, 2010
Current State II
    Agile Techniques




Thursday, April 8, 2010
Current State III
    Benefits from Agile Adoption




Thursday, April 8, 2010
Current StateIV


    ✤    Barriers to Further Adoption of
         Agile

    ✤    Management opposition and
         Lack of Upfront Planning

    ✤    Question: Is this a concern you
         have for your team / project?




Thursday, April 8, 2010
Current State V


    ✤    Greatest Concerns About
         Adopting Agile

    ✤    Lack of Upfront Planning

    ✤    Lack of Documentation

    ✤    Question: Is this a concern you
         have for your team / project?



Thursday, April 8, 2010
Questions
    Your Questions on Agile Concepts




Thursday, April 8, 2010
Break 1
    Go Fly and Come Back in 10 mins!




Thursday, April 8, 2010
3. Agile Planning
    Deep Dive into the Principles, Practices & Issues of Agile Planning




Thursday, April 8, 2010
Review


    ✤    Greatest Concerns About
         Adopting Agile

    ✤    Lack of Upfront Planning

    ✤    Lack of Documentation

    ✤    Question: Is this a concern you
         have for your team / project?



Thursday, April 8, 2010
Planning Principles

    ✤    Predictability                 ✤   Inspect and Adapt

    ✤    Discipline                     ✤   Feedback from Customers

    ✤    Flow

    ✤    Cadence

    ✤    Release Early, Release Often

    ✤    Fail Fast

    ✤    Manage Obstacles

Thursday, April 8, 2010
Planning Context

    ✤    Context, Context, Context !!

    ✤    Enterprise or Product Development Shop.

    ✤    Product or Application Development Team vs Infrastructure.

    ✤    Co-located vs Distributed Teams.

    ✤    Agile Initiative Sponsor - Executive vs Project Management.

    ✤    Agile Adoption - Enterprise vs Pilot Team/s.


Thursday, April 8, 2010
Planning Onion

    ✤    The Discipline of Agile
         Planning

    ✤    A Planning Discipline for the
         entire company / team.

    ✤    Enterprise Planning

    ✤    Release Planning

    ✤    Iteration Planning

    ✤    Daily Stand ups

Thursday, April 8, 2010
Planning Practices - Enterprise

    ✤    Agile Initiative Sponsorship     ✤   Preliminary meeting with PO to
         Process - Selection of Pilot         prepare ID MMFs and User
         Projects / Teams                     Stories, Prioritize and Create
                                              Product Backlog
    ✤    Training / Briefing Team
         members and Product Owners       ✤   Enterprise Release / Planning
                                              Calendar
    ✤    Project Governance (Charter,
         Scope, Budgets, Hiring, Vendor   ✤   Retrospective
         Contracts etc)

    ✤    Co-location -Work area /
         Conference Room set up

Thursday, April 8, 2010
Planning Practices - Release

    ✤    Release Planning Cadence          ✤   Studying the Team Velocity
                                               (yesterday’s weather). BU/BD
    ✤    Planning Session Agenda               Charts
         Templates
                                           ✤   Feedback from Previous
    ✤    Release Backlog Template              Retrospective

    ✤    Preparation for Planning          ✤   How much can be done in this
         Sessions (by Role - PO, SM,           Release?
         Team)
                                           ✤   Stabilization Iteration.
    ✤    MMF (minimal marketable
         features) and / or User Stories

Thursday, April 8, 2010
Planning Practices - Iterations

    ✤    Iteration Planning Cadence    ✤   Studying the Team Velocity
                                           (yesterday’s weather). BU/BD
    ✤    Planning Session Agenda           Charts
         Templates
                                       ✤   Planning Poker
    ✤    Iteration Backlog Template
                                       ✤   Story Points
    ✤    Preparation for Planning
         Sessions (by Role - PO, SM,   ✤   How much can be done in this
         Team)                             Iteration? Selecting User Stories

    ✤    Feedback from Previous        ✤   Visualizing the Team Board
         Retrospective

Thursday, April 8, 2010
Planning Practices-Daily Standup

    ✤    Daily Stand-up Cadence            ✤   Following up for Specific
                                               Obstacles (SM)
    ✤    Preparation for Daily Stand ups
         (by Role - PO, SM, Team)          ✤   Collecting data on stories
                                               complete / story points /
    ✤    Visualizing the Team Board            updating charts on Agile PM
         (updating tasks / stickies)           Tool (SM)

    ✤    Referring to BU / BD              ✤   Encouraging & Ensuring Team
                                               follows Agile Dev practices
    ✤    Daily Standup Drill(3                 (SM)
         questions)


Thursday, April 8, 2010
Planning Issues I

    ✤    Depth of Product Management   ✤   Not releasing often
         Team’s knowledge / lack of
         product strategy / roadmap.   ✤   Lack of Engineering Discipline
                                           needed for Agile Releases
    ✤    Good prioritization of the
         product backlog.              ✤   Agile PM Tool - How do we
                                           keep track of data (product
    ✤    Death by meeting !                backlog, MMF, stories, story
                                           points, velocity)?
    ✤    Not doing Retrospectives
                                       ✤

    ✤    Not implementing feedback
         from Retrospectives

Thursday, April 8, 2010
Planning Issues II

    ✤    Release Planning only -            ✤   How do we compare Story
         Iteration-less Agile / Kanban          Points across teams /
                                                companies?
    ✤    Lack of quorum at Planning
         Meetings                           ✤   The fine art of splitting user
                                                stories
    ✤    How long is the release cycle?
                                            ✤   Planning for contingencies
    ✤    How long is the iteration cycle?
                                            ✤   Is planning worth the extra
    ✤    When do we schedule these              effort
         meetings?
                                            ✤   Aligning with SOX / PMBOK

Thursday, April 8, 2010
Reviews & Retrospectives

    ✤    Review Cadence                    ✤   Retrospective Cadence

    ✤    Review Agenda Template            ✤   Retrospective Agenda Template

    ✤    Prep for Reviews (Demo            ✤   Prep for Retrospective
         Room / Infrastructure / Script)
                                           ✤   Capturing Feedback (SM)
    ✤    Roles for PO / SM / Team
                                           ✤   Escalation / Resolution /
    ✤    Capturing Feedback (SM)               Implementation of feedback




Thursday, April 8, 2010
Questions
    Your Questions on Agile Planning




Thursday, April 8, 2010
Working Lunch
    Informal Discussions with Team!




Thursday, April 8, 2010
4. Pilot Project
    Applying Agile Planning Concepts to a Specific Project + Creation of Artifacts




Thursday, April 8, 2010
Break 2
    Go Fly and Come Back in 10 mins!




Thursday, April 8, 2010
4. Pilot Project (contd)
    Conducting Mock Planning Sessions + Review of Planning Artifacts Created




Thursday, April 8, 2010
5. Retrospective
    Feedback & Lessons Learned




Thursday, April 8, 2010
Gratitude
    Thank You and Best of Luck

    Siraj@sirajuddin.com / 202-415-2138


Thursday, April 8, 2010

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Agile Planning 2010

  • 1. Agile Project Management Deep Dive into Project Planning Date: March 2010 Thursday, April 8, 2010
  • 2. Agenda ✤ Introductions ✤ Introduction to Agile ✤ Deep Dive into the Principles and Practices of Agile Planning ✤ Working Lunch & Games ✤ Pilot Project Planning ✤ Retrospective Thursday, April 8, 2010
  • 3. 1. Introductions Let’s Get to Know Each Other Thursday, April 8, 2010
  • 4. Introduction to ShoreTel Introductions by Team Members Thursday, April 8, 2010
  • 5. Introduction to Winn Dixie Introductions by Team Members Thursday, April 8, 2010
  • 6. Intro to Siraj ✤ 19 years experience with process improvement consulting and coaching. ✤ excellent track record of coaching leaders and teams on process improvement (Kanban, Agile, Scrum, CMMI, SOX) ✤ broad and deep (varied domain / functional) experience. Thursday, April 8, 2010
  • 7. My Goals for Today ✤ “We are here to learn, have fun and make a difference” - Deming ✤ Provide Conceptual Inputs to the Team on Agile. ✤ Deep Dive into Agile Project Planning - Principles, Practices & Issues. ✤ Work with the Team to Plan their Pilot Project. Identify action items for the Team to work on until we meet next. Address concerns. Clarify Concepts. ✤ Mentor PM / Scrum Master on his / her role. Thursday, April 8, 2010
  • 8. 2. Introduction to Agile History, Concepts and Current State of Agile Thursday, April 8, 2010
  • 9. History ✤ 1940s to now - Deming, TPS / Toyota Way and Lean. ✤ 1986 - The New New Product Development Game ✤ 2001 - The Agile Manifesto ✤ 2000-now - Scrum, XP, Crystal, DSDM, FDD, Lean, Kanban. ✤ 2010 - what’s next Thursday, April 8, 2010
  • 10. Agile Concepts I ✤ Incremental Business Value ✤ Retrospectives ✤ Roles - Scrum Master, Product ✤ Co-Location Owner, Team ✤ Product Backlog (Prioritization, ✤ Planning (Release and User Stories) Iterations) ✤ Estimation (Planning Poker, ✤ Visualization (Task Board) Sizing, Story Points) ✤ Daily Standup ✤ Velocity (BU / BD Charts) ✤ Reviews / Demos ✤ Scrum of Scrums Thursday, April 8, 2010
  • 11. Agile Concepts II ✤ Self Organizing ✤ Agile Values, Principles and Team Behaviors ✤ Agile Technology Practices (TDD, CI, CD, Automated Testing, Pair Programming, Refactoring,Coding Standards) ✤ PM Concepts (Risk Management, Issue Management, Schedule Management, Cost and Budgeting, Scope Management) Thursday, April 8, 2010
  • 12. Agile Concepts III (Agilisms) ✤ Give Up Hope (Requirements ✤ Scrumbut Change) ✤ Technical Debt ✤ Fail Fast ✤ Chickens & Pigs ✤ Release Early, Release Often ✤ Inspect & Adapt ✤ Done means Done ✤ Smells Thursday, April 8, 2010
  • 13. Current State I Agile Methods Thursday, April 8, 2010
  • 14. Current State II Agile Techniques Thursday, April 8, 2010
  • 15. Current State III Benefits from Agile Adoption Thursday, April 8, 2010
  • 16. Current StateIV ✤ Barriers to Further Adoption of Agile ✤ Management opposition and Lack of Upfront Planning ✤ Question: Is this a concern you have for your team / project? Thursday, April 8, 2010
  • 17. Current State V ✤ Greatest Concerns About Adopting Agile ✤ Lack of Upfront Planning ✤ Lack of Documentation ✤ Question: Is this a concern you have for your team / project? Thursday, April 8, 2010
  • 18. Questions Your Questions on Agile Concepts Thursday, April 8, 2010
  • 19. Break 1 Go Fly and Come Back in 10 mins! Thursday, April 8, 2010
  • 20. 3. Agile Planning Deep Dive into the Principles, Practices & Issues of Agile Planning Thursday, April 8, 2010
  • 21. Review ✤ Greatest Concerns About Adopting Agile ✤ Lack of Upfront Planning ✤ Lack of Documentation ✤ Question: Is this a concern you have for your team / project? Thursday, April 8, 2010
  • 22. Planning Principles ✤ Predictability ✤ Inspect and Adapt ✤ Discipline ✤ Feedback from Customers ✤ Flow ✤ Cadence ✤ Release Early, Release Often ✤ Fail Fast ✤ Manage Obstacles Thursday, April 8, 2010
  • 23. Planning Context ✤ Context, Context, Context !! ✤ Enterprise or Product Development Shop. ✤ Product or Application Development Team vs Infrastructure. ✤ Co-located vs Distributed Teams. ✤ Agile Initiative Sponsor - Executive vs Project Management. ✤ Agile Adoption - Enterprise vs Pilot Team/s. Thursday, April 8, 2010
  • 24. Planning Onion ✤ The Discipline of Agile Planning ✤ A Planning Discipline for the entire company / team. ✤ Enterprise Planning ✤ Release Planning ✤ Iteration Planning ✤ Daily Stand ups Thursday, April 8, 2010
  • 25. Planning Practices - Enterprise ✤ Agile Initiative Sponsorship ✤ Preliminary meeting with PO to Process - Selection of Pilot prepare ID MMFs and User Projects / Teams Stories, Prioritize and Create Product Backlog ✤ Training / Briefing Team members and Product Owners ✤ Enterprise Release / Planning Calendar ✤ Project Governance (Charter, Scope, Budgets, Hiring, Vendor ✤ Retrospective Contracts etc) ✤ Co-location -Work area / Conference Room set up Thursday, April 8, 2010
  • 26. Planning Practices - Release ✤ Release Planning Cadence ✤ Studying the Team Velocity (yesterday’s weather). BU/BD ✤ Planning Session Agenda Charts Templates ✤ Feedback from Previous ✤ Release Backlog Template Retrospective ✤ Preparation for Planning ✤ How much can be done in this Sessions (by Role - PO, SM, Release? Team) ✤ Stabilization Iteration. ✤ MMF (minimal marketable features) and / or User Stories Thursday, April 8, 2010
  • 27. Planning Practices - Iterations ✤ Iteration Planning Cadence ✤ Studying the Team Velocity (yesterday’s weather). BU/BD ✤ Planning Session Agenda Charts Templates ✤ Planning Poker ✤ Iteration Backlog Template ✤ Story Points ✤ Preparation for Planning Sessions (by Role - PO, SM, ✤ How much can be done in this Team) Iteration? Selecting User Stories ✤ Feedback from Previous ✤ Visualizing the Team Board Retrospective Thursday, April 8, 2010
  • 28. Planning Practices-Daily Standup ✤ Daily Stand-up Cadence ✤ Following up for Specific Obstacles (SM) ✤ Preparation for Daily Stand ups (by Role - PO, SM, Team) ✤ Collecting data on stories complete / story points / ✤ Visualizing the Team Board updating charts on Agile PM (updating tasks / stickies) Tool (SM) ✤ Referring to BU / BD ✤ Encouraging & Ensuring Team follows Agile Dev practices ✤ Daily Standup Drill(3 (SM) questions) Thursday, April 8, 2010
  • 29. Planning Issues I ✤ Depth of Product Management ✤ Not releasing often Team’s knowledge / lack of product strategy / roadmap. ✤ Lack of Engineering Discipline needed for Agile Releases ✤ Good prioritization of the product backlog. ✤ Agile PM Tool - How do we keep track of data (product ✤ Death by meeting ! backlog, MMF, stories, story points, velocity)? ✤ Not doing Retrospectives ✤ ✤ Not implementing feedback from Retrospectives Thursday, April 8, 2010
  • 30. Planning Issues II ✤ Release Planning only - ✤ How do we compare Story Iteration-less Agile / Kanban Points across teams / companies? ✤ Lack of quorum at Planning Meetings ✤ The fine art of splitting user stories ✤ How long is the release cycle? ✤ Planning for contingencies ✤ How long is the iteration cycle? ✤ Is planning worth the extra ✤ When do we schedule these effort meetings? ✤ Aligning with SOX / PMBOK Thursday, April 8, 2010
  • 31. Reviews & Retrospectives ✤ Review Cadence ✤ Retrospective Cadence ✤ Review Agenda Template ✤ Retrospective Agenda Template ✤ Prep for Reviews (Demo ✤ Prep for Retrospective Room / Infrastructure / Script) ✤ Capturing Feedback (SM) ✤ Roles for PO / SM / Team ✤ Escalation / Resolution / ✤ Capturing Feedback (SM) Implementation of feedback Thursday, April 8, 2010
  • 32. Questions Your Questions on Agile Planning Thursday, April 8, 2010
  • 33. Working Lunch Informal Discussions with Team! Thursday, April 8, 2010
  • 34. 4. Pilot Project Applying Agile Planning Concepts to a Specific Project + Creation of Artifacts Thursday, April 8, 2010
  • 35. Break 2 Go Fly and Come Back in 10 mins! Thursday, April 8, 2010
  • 36. 4. Pilot Project (contd) Conducting Mock Planning Sessions + Review of Planning Artifacts Created Thursday, April 8, 2010
  • 37. 5. Retrospective Feedback & Lessons Learned Thursday, April 8, 2010
  • 38. Gratitude Thank You and Best of Luck Siraj@sirajuddin.com / 202-415-2138 Thursday, April 8, 2010