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Agile Collaboration in a Virtual
       World: Harnessing Social Media,
             Web 2.0 and Beyond

                          TRN10


PMI New Media Council
Cornelius Fichtner, PMP

                             “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                             ©2010 Permission is granted to PMI for PMI® Marketplace use only
Virtual Agile Team &
               Social Collaboration Tools

        1.  2.   3.    4.
       The The The The
      Team Work Tools Tips

                             “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
Presentation Title           ©2010Permission is granted to PMI for PMI® Marketplace use only
The Team
• Arial minimum 24 point




                           “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                           ©2010 Permission is granted to PMI for PMI® Marketplace use only          3
The Work

  Projects                 Operations

• PMP Exam        • Marketing
  Simulator       • Support
• eBook           • Admin
                  • Product
                    maintenance

              “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
              ©2010 Permission is granted to PMI for PMI® Marketplace use only          4
The Social Collaboration Tools




                “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                ©2010 Permission is granted to PMI for PMI® Marketplace use only          5
The Recommendations
               Learn from                             Invest in
 Delegate
               each other                          team building


               Test results?
                                                      Velocity
Mix & Match     What test
                                                    varies widely
                 results?


Measuring       Don’t fight                        Collaboration
productivity    dinosaurs                           confusion

                       “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                       ©2010 Permission is granted to PMI for PMI® Marketplace use only          6
Delegate & Learn: Principle 5
 Build projects around motivated individuals. Give
them the environment and support they need, and
           trust them to get the job done

     True for any decentralized team

               Delegate RACI

      Weekly rotating presentations

                           “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                           ©2010 Permission is granted to PMI for PMI® Marketplace use only          7
Team Building: Principle 6
  The most efficient and effective method of
    conveying information to and within a
development team is face-to-face conversation

        Longer standups
      Remain seated… 
    Agenda & chat banter
                        “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                        ©2010 Permission is granted to PMI for PMI® Marketplace use only          8
Mix & Match: Principle 1
   Our highest priority is to satisfy the customer
through early and continuous delivery of valuable
                      software

    Make Agile work for You
      Began with Scope doc
        Switched to Backlog
                           “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                           ©2010 Permission is granted to PMI for PMI® Marketplace use only          9
What Test Results? : Principle 10
 Simplicity--the art of maximizing the
amount of work not done--is essential
      Written test results?
         That’s so 2009!
       Do video instead!
                    “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                    ©2010 Permission is granted to PMI for PMI® Marketplace use only         10
Velocity’s your friend: Principle 3
Deliver working software frequently, from a couple
of weeks to a couple of months, with a preference
             to the shorter timescale.

      Initially 30 day sprints
             Then 14 days
        Then more features
                           “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                           ©2010 Permission is granted to PMI for PMI® Marketplace use only         11
Measuring Productivity: Principle 12
 At regular intervals, the team reflects on how to
become more effective, then tunes and adjusts its
               behavior accordingly

        It’s difficult. Period.
      Focus: plan vs. actual
        Personal follow ups
                           “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                           ©2010 Permission is granted to PMI for PMI® Marketplace use only         12
Fighting Dinosaurs: Principle 4
 Business people and developers must
work together daily throughout the project

          New work style
            Can be hard
         Focus on results
                      “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                      ©2010 Permission is granted to PMI for PMI® Marketplace use only         13
Collaboration: Principle 11
 The best architectures, requirements, and
designs emerge from self-organizing teams.

          Sharing is great
      Docs and MORE docs!
    Collaborative assignments
                      “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                      ©2010 Permission is granted to PMI for PMI® Marketplace use only         14
Two sides of virtual collaboration
         Benefits                 Common pains

• Lower costs               • Leadership issues

• Company works 24/7        • Miscommunication

• Wider outreach            • Culture differences

• Minimal, easier to        • Limited visibility into
  maintain infrastructure     progress

• Talent and diversity      • Data isolation


                                                        15
Pain reliever 1:
        Establish ground rules

Get one “language” in
terms of how the
teamwork is organized.




                                  16
                                  16
Pain reliever 2:
Manage work in a granular way

               Breaking down tasks into
               smaller, easier to tackle
               ones facilitates control
               over project progress.




                                      17
                                      17
Pain reliever 3:
   Keep the data easily accessible

Don’t let work-related
data get “locked” in e-
mails, files on personal
PCs and other silos.




                                    18
                                    18
Pain reliever 4:
Leverage the right technologies

               Mix and match the
               available solutions to
               meet your team’s needs.




                                     19
                                     19
Pain reliever 5:
             Don’t stop talking

Not only to discuss issues
and share updates, but
also to maintain a positive
atmosphere for the
teamwork.




                                   20
                                   20
Virtual Meetings #1



          Technology is not
          a silver bullet



                              21
Virtual Meetings #2


           Make the most
           of different time,
           different place


                             22
Virtual Meetings #3


           Prepare




                      23
Virtual Meetings #4

              Create a level
              playing field




                              24
Virtual Meetings #5


           Keep people
           engaged




                         25
Contact Information

Cornelius Fichtner, PMP
cornelius.fichtner@osp-international.com
+1-714-710-9091
www.pm-podcast.com
                  TRN10

                      “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                      ©2010Permission is granted to PMI for PMI® Marketplace use only
Contact Information

Andrew Filev, CEO at Wrike
andrew@team.wrike.com
www.wrike.com/projectmanagement
                TRN10



                    “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                    ©2010Permission is granted to PMI for PMI® Marketplace use only
Contact Information

Elizabeth Harrin FAPM
elizabeth@otobosgroup.com
www.otobosgroup.com
               TRN10



                    “PMI” is a registered trade and service mark of the Project Management Institute, Inc.
                    ©2010Permission is granted to PMI for PMI® Marketplace use only

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Agile Collaboration in a Virtual World: Harnessing Social Media, Web 2.0 and Beyond

  • 1. Agile Collaboration in a Virtual World: Harnessing Social Media, Web 2.0 and Beyond TRN10 PMI New Media Council Cornelius Fichtner, PMP “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 2. Virtual Agile Team & Social Collaboration Tools 1. 2. 3. 4. The The The The Team Work Tools Tips “PMI” is a registered trade and service mark of the Project Management Institute, Inc. Presentation Title ©2010Permission is granted to PMI for PMI® Marketplace use only
  • 3. The Team • Arial minimum 24 point “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 3
  • 4. The Work Projects Operations • PMP Exam • Marketing Simulator • Support • eBook • Admin • Product maintenance “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 4
  • 5. The Social Collaboration Tools “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 5
  • 6. The Recommendations Learn from Invest in Delegate each other team building Test results? Velocity Mix & Match What test varies widely results? Measuring Don’t fight Collaboration productivity dinosaurs confusion “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 6
  • 7. Delegate & Learn: Principle 5 Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done True for any decentralized team Delegate RACI Weekly rotating presentations “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 7
  • 8. Team Building: Principle 6 The most efficient and effective method of conveying information to and within a development team is face-to-face conversation Longer standups Remain seated…  Agenda & chat banter “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 8
  • 9. Mix & Match: Principle 1 Our highest priority is to satisfy the customer through early and continuous delivery of valuable software Make Agile work for You Began with Scope doc Switched to Backlog “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 9
  • 10. What Test Results? : Principle 10 Simplicity--the art of maximizing the amount of work not done--is essential Written test results? That’s so 2009! Do video instead! “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 10
  • 11. Velocity’s your friend: Principle 3 Deliver working software frequently, from a couple of weeks to a couple of months, with a preference to the shorter timescale. Initially 30 day sprints Then 14 days Then more features “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 11
  • 12. Measuring Productivity: Principle 12 At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly It’s difficult. Period. Focus: plan vs. actual Personal follow ups “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 12
  • 13. Fighting Dinosaurs: Principle 4 Business people and developers must work together daily throughout the project New work style Can be hard Focus on results “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 13
  • 14. Collaboration: Principle 11 The best architectures, requirements, and designs emerge from self-organizing teams. Sharing is great Docs and MORE docs! Collaborative assignments “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only 14
  • 15. Two sides of virtual collaboration Benefits Common pains • Lower costs • Leadership issues • Company works 24/7 • Miscommunication • Wider outreach • Culture differences • Minimal, easier to • Limited visibility into maintain infrastructure progress • Talent and diversity • Data isolation 15
  • 16. Pain reliever 1: Establish ground rules Get one “language” in terms of how the teamwork is organized. 16 16
  • 17. Pain reliever 2: Manage work in a granular way Breaking down tasks into smaller, easier to tackle ones facilitates control over project progress. 17 17
  • 18. Pain reliever 3: Keep the data easily accessible Don’t let work-related data get “locked” in e- mails, files on personal PCs and other silos. 18 18
  • 19. Pain reliever 4: Leverage the right technologies Mix and match the available solutions to meet your team’s needs. 19 19
  • 20. Pain reliever 5: Don’t stop talking Not only to discuss issues and share updates, but also to maintain a positive atmosphere for the teamwork. 20 20
  • 21. Virtual Meetings #1 Technology is not a silver bullet 21
  • 22. Virtual Meetings #2 Make the most of different time, different place 22
  • 23. Virtual Meetings #3 Prepare 23
  • 24. Virtual Meetings #4 Create a level playing field 24
  • 25. Virtual Meetings #5 Keep people engaged 25
  • 26. Contact Information Cornelius Fichtner, PMP cornelius.fichtner@osp-international.com +1-714-710-9091 www.pm-podcast.com TRN10 “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
  • 27. Contact Information Andrew Filev, CEO at Wrike andrew@team.wrike.com www.wrike.com/projectmanagement TRN10 “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
  • 28. Contact Information Elizabeth Harrin FAPM elizabeth@otobosgroup.com www.otobosgroup.com TRN10 “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only

Notas do Editor

  1. The goal of this presentation is to give you recommendations from a virtual agile team and its use of social collaboration tools.We are going to spend 2 minutes on reviewing the team, the work we do and the tools we use and spend the rest of the presentation looking at the recommendations.I assume that you have a good understanding of Agile and that you know what social collaboration tools are. I want to present an overview of my experience and recommendations in such an environment.
  2. Team overviewRed1 CEO (USA)1 Team leader (Manila, Philippines)1 PM (Pakistan)Blue6 team members (throughout Philippines)Development Team (Belarus)Various SMEs (England, USA)
  3. The workPerforming operational workMarketingAdministrationCustomer supportProduct maintenancePerforming project workPMP Exam SimulatoreBook
  4. Social collaboration tools overviewSkype (pc and android)Google DocsChat (Both Google & Skype)Wrike: Online PM and collaboration toolAnymeeting: Online meeting service (presentations)Video: Camtasia Studio, Jing & screencast onlineSMS text messages (during blackouts for “emergency” communication)
  5. 1.) Delegation is true for any decentralized team. Decentralized structures require a decentralized decision making process. Go further and delegate the RACI process to the individual, keeping track of their decisions in an online RACI chart.Social Collaboration tool -> Google spreadsheet2.) Motivation comes from knowing that you are valued and can contribute. Once a week we ask one team member to give a short presentation about one of their tasks or projects and explain to everyone what it is they are doing.Social Collaboration tool -> Google presentations and Anymeeting
  6. You cannot follow every Agile principle or best practice. Do as much as you can do.In our case we cannot meet face-to-face or use video because of slow connections. So instead of having daily 15 minute standups we take about 25 mins every day (and people are allowed to sit down…)We also went ahead and have 2 published agendas. One for Monday (tell us what you did over the weekend, what was your #1 achievement last week, overall plan this week) and one for rest of week (completed, planned & roadblocks). People have started to show up to the meting about 5-10 mins early using Skype chat and they stay afterwards to banter on.Social Collaboration tool -> Skype (chat & voice)
  7. It isn’t “Agile or bust”. It’s “project success of bust”. So don’t think that you have to follow Agile to the letter. Instead design your processes so that they help you to deliver what the customer wants.In the PMP Exam Simulator project we decided to start out creating an in-depth scope document used for discussion between PM and Sponsor. Later on, when we brought the development team on board, we switched over to a prioritzed backlog for sprints.Social Collaboration tool -> Google docs
  8. Great productivity & collaboration idea: Testers used video instead of providing written test results.Each of our testers used either Jing or Camtasia studio to record the bugs that they found at the end of their testing session. Video was uploaded to screencast.com for development team to view. This removed much of the language barrier because it was so visual.In come cases, testers & developers connected using screen sharing if additional info was needed.Social Collaboration tool -> Camtasia Studio or Jing in combination with Screencast.comSocial Collaboration tool -> Skype screen sharing
  9. Once we had the backlog created for the simulator, the development team started with a 30 day sprint. It became clear very quickly that everyone had underestimated the team’s ability to deliver. Pretty soon, we were down to 2 week sprints, then we even began piling more features into each sprint.Social Collaboration tool -> Google docs (simple spreadsheet for backlog, doc for “user stories”)
  10. Measuring productivity in our type of environment is difficult because the members of our project team are all contractors. It’s easier when they are all part of the same company and you have local offices and local managers who are overseeing daily work from an administrative perspective. There are technical solutions available to monitor how long people work, but that means turning into a “police state”.Instead, team leader & project manager review planned vs. actual team member performance and discuss any issues during our weekly strategic meeting. Any decline in productivity is immediately addressed personally with the team member.Social Collaboration tool -> None. (But in writing this presentation I’m wondering if Wrike offers collaborative time tracking…)
  11. Working on an Agile Project using social collaboration tools means having to learn a new way of doing things. The PMP Exam Simulator project manager was a traditionally oriented PM last employed in a global telecom company. He had a terrible time shifting from using MS Word (attached to email) over to Google docs. He “insisted” on creating the doc in word and then uploading a new version each time he wanted to share it with the team.In the end, I decided that this wasn’t my fight and that even though this seemed cumbersome, there was no denying that he delivered results.Social Collaboration tool -> Didn’t use Google Docs… 
  12. Self organizing teams are great (though they still require some form of management, albeit more on a strategic and less so on a tactical level), however, we noticed that in our situation we had a mushrooming of collaborative docs. At times this lead to confusion because nobody had an overview of what docs we had or who they had been shared with. One small solution: When creating a new doc allow discovery from everyone on the team.On the administrative side of the organization we welcomed Wrike as as a real benefit for the organization. We had a central tool to manage all assignments. And discussions on the tasks were stored alongside the tasks even though the communication between the team members happened 100% via their regular mail client. In this way we didn’t have to change our processes, yet we had a centralized, easy to use repository.Social Collaboration tool -> Google docs and more Google docs and even more Google docs… ;-)Social Collaboration tool -> Wrike for task assignments and collaboration/discussion on tasks