Description: Introducing and evolving Agile/Scrum at a top-10 Credit Union to help teams focus on priorities during a complex and challenging initiative to replace their outdated and unmanageable online mobile banking platform. Bio: Mark Woollen is founder and Agile evangelist of Hayden Technology. Mark and company help banks and credit unions evolve Agile principles and practices within their organization, culture and real-world situations.

1. Real World Agile
Agile Adoption, Adaptation and Lessons Learned
March 15, 2017
Prepared for Agile Carolinas

2. 2
© 2017 Hayden Technology, Inc.. Proprietary and Confidential.
Page 2
Innovative Consulting
Introduction
Mark’s Background:
● Studied computer science at Georgia Tech
● Started career at Broadway and Seymour Consulting Firm
● Founded Hayden Technology in 2000
● Developer, Architect, Project Manager, Executive Advisor, Decision
Facilitator, Company Owner
● Practicing Agile before we knew what to call it
Mark Woollen
Founder / Director Management Consulting
Hayden Technology, Inc.
About Hayden Technology:
● Banking industry expertise, experience and innovation
● Program execution and delivery efficiency
● Strategic decisioning and prioritization
● Agile & lean methods and approach
● Improve customer / member experience

3. 3
© 2017 Hayden Technology, Inc.. Proprietary and Confidential.
Page 3
Innovative Consulting
The Engagement
● First Tech Federal Credit Union
○ 1200+ employees,
○ $9B+ assets,
○ 450K+ members,
○ Segments include employees of high tech companies
○ Major merger in 2009
○ New CTO introduced in 2013
● Project execution challenges
○ Current online banking platform
■ outdated UI and cumbersome to maintain
■ multiple devices & OS's
■ demanding client base
■ internally supported and maintained
○ EPMO unprepared and inexperienced with large/complex programs
● Plan to engage
○ Introduce Agile / Scrum (training, coaching, reinforcing concepts)
○ Establish practice for choice projects
○ Introduce Jira
○ Oversee major program

4. 4
© 2017 Hayden Technology, Inc.. Proprietary and Confidential.
Page 4
Innovative Consulting

5. 5
© 2017 Hayden Technology, Inc.. Proprietary and Confidential.
Page 5
Innovative Consulting
Challenge 1: Relate with Business Partners
● What are common symptoms?
○ “I don’t know what’s in the backlog”
○ “I haven’t participated in Sprint Planning”
○ “I haven’t seen a Sprint Demo”
● What are causes?
○ Business Partners not engaged
○ Sprint routines are not observed
○ Sprint deliverables are not substantial enough
● How can this be resolved?
○ Discuss with Sprint Team
○ Observe Sprint routines
○ Invite Business Partners to appropriate routines
○ Prepare for demonstrations

6. 6
© 2017 Hayden Technology, Inc.. Proprietary and Confidential.
Page 6
Innovative Consulting

7. 7
© 2017 Hayden Technology, Inc.. Proprietary and Confidential.
Page 7
Innovative Consulting
Challenge 2: Maintain Sprint Velocity
● What are common symptoms?
○ Didn’t meet the commitment of the sprint
○ Didn’t complete as many SP as previous sprints
○ Burn-down charts are inconsistent
● What are causes?
○ Team over-commits to Sprint
○ Team doesn’t understand the level of work
○ Impediments are not understood and resolved
● How can this be resolved?
○ Identify, discuss, resolve impediments
○ Ensure team is engaged
○ Ensure Release/Sprint Planning happens
○ Address Story size, complexity and composition

8. 8
© 2017 Hayden Technology, Inc.. Proprietary and Confidential.
Page 8
Innovative Consulting
Wrap up
● Questions?

9. 9
© 2017 Hayden Technology, Inc.. Proprietary and Confidential.
Page 9
Innovative Consulting
Contact Us
Mark Woollen
Founder & Director, Management Consulting
mwoollen@haydentechnology.com
704-281-5024
Matt Kislowski
Director, Management Consulting
mkislowski@haydentechnology.com
980-322-3761
http://www.haydentechnology.com
http://linkedin.com/company/hayden-technology-inc
LinkedIn Article: Agility in an inflexible environment