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Improving Agile execution through a
      Jazz-based dashboard


          Denilson Nastacio
About me
●   Quality and design enthusiast
●   15 years in software development
●   http://rtpscrolls.blogspot.com
●   http://sourcepatch.blogspot.com
●   http://www.linkedin.com/in/nastacio


●   Disclaimer: I am an IBM employee. Rational Team
    Concert is used in this presentation, but the focus is on
    the importance of a shared dashboard for Agile
    development, not on the usage of RTC.
Agenda
●   Goals
●   The pre Agile days
●   The rough Agile days
●   The disciplined Agile days
Goal
●   Data collected must improve execution, not
    reporting project status
    ●   For every collective minute spent reporting data, at
        least one collective minute should be recouped.
The pre-Agile days



               Scrum               Release
               Master              Manager




         ●   Daily 1 hour status calls
         ●   Focus on critical issues
         ●   Second-hand status to release
             manager
The rough Agile days




           ●   Daily 20-minute standup
           ●   Two pre-scheduled 15-minute slots
               to deal with blockers
           ●   Standup reports from 9 people
               were difficult to summarize
Standup time...for less time




                        ●   Adjust time spent right
                            on the chart

                        ●   Reassign tasks or
                            update status through
                            drag&drop
The better Agile days




                ●   Easier to absorb 1-minute
                    standup info by looking at
                    kanban charts
                ●   Constant context during sprint
                    generated mutual-awareness
                ●   Mutual-awareness available
                    offline, outside the meetings
But we don't need a dashb...oh...
Sprint Overview




*Not actual project data
How are we doing?




*Not actual project data
Past, present and future




*Not actual project data
Story time




*Not actual project data
Burning up




            http://sourcepatch.blogspot.com/2010/11/burning-up.html

*Not actual project data
Scrum of Scrums...one scrum at a time
Summary
●   Dashboard tabs organized in incremental steps,
    supporting quick 30 second glances or 15 minute
    drill-downs
●   Focus on saving time, not on reporting. Good
    reporting is an unavoidable side-effect though.
●   Shared context breeds awareness, awareness
    breeds familiarity and teamwork.
Resources
●   Burnup charts
    ●   http://sourcepatch.blogspot.com/2010/11/burning-
        up.html
●   IBM Rational Team Concert
    ●   http://www-
        01.ibm.com/software/rational/products/rtc/
●   jazz.net
    ●   http://jazz.net
Improving Agile execution through a
      Jazz-based dashboard


          Denilson Nastacio



                                      1
About me
●   Quality and design enthusiast
●   15 years in software development
●   http://rtpscrolls.blogspot.com
●   http://sourcepatch.blogspot.com
●   http://www.linkedin.com/in/nastacio


●   Disclaimer: I am an IBM employee. Rational Team
    Concert is used in this presentation, but the focus is on
    the importance of a shared dashboard for Agile
    development, not on the usage of RTC.
                                                                2
Agenda
●   Goals
●   The pre Agile days
●   The rough Agile days
●   The disciplined Agile days




                                  3
Goal
           ●   Data collected must improve execution, not
               reporting project status
               ●   For every collective minute spent reporting data, at
                   least one collective minute should be recouped.




                                                                          4




●   Reporting is extra work and any work needs a
    purpose.

●   You don't have to convince people to do extra work if
     there is no extra work involved.

●   If people are motivated at a very basic level to report
      their activity, there is more data to work with and
      therefore reporting gets better, not as an end goal,
      but as a byproduct.

●   Jazz is not a punch-card machine, the idea here is not
     to track whether people are putting in the hours, but
     how work has progressed and how is it like to
     progress.
The pre-Agile days



                                 Scrum               Release
                                 Master              Manager




                           ●   Daily 1 hour status calls
                           ●   Focus on critical issues
                           ●   Second-hand status to release
                               manager
                                                               5




●   Information shared out of context could not be
     absorbed quickly, only team leader and people
     immediately affected could actively participate

●   Long side-bars if status revealed something that
     needed immediate attention.

●   Information was not written down, only focus on
     critical issues.

●   Daily meetings with the team, weekly meetings
     between scrum master and the business.

●   Product owner not able (nor required) to understand
     day-to-day activities.
The rough Agile days




                            ●   Daily 20-minute standup
                            ●   Two pre-scheduled 15-minute slots
                                to deal with blockers
                            ●   Standup reports from 9 people
                                were difficult to summarize


                                                                    6




●   Meetings were shorter

●   Standup information more focused

●   Blockers solved only amongst involved party after
     main meeting

●   9 people verbally stating their yesterday/today
     commitments could not be absorbed quickly

●   Overuse of continuous tense: “I am working on...”, “I
     will continue to work on...”.

●   Impossible to translate standup meetings to a
     business status. Trees over the forest
Standup time...for less time




                                         ●   Adjust time spent right
                                             on the chart

                                         ●   Reassign tasks or
                                             update status through
                                             drag&drop
                                                                     7




●   Kan-ban style view, background for all standup
     meetings

●   Quick view into sprint progress

●   Quick view into team member load and progress

●   Time spent on a task update with click on watch icons

●   Task status update or reassignment through drag-
     and-drop operation
The better Agile days




                                ●   Easier to absorb 1-minute
                                    standup info by looking at
                                    kanban charts
                                ●   Constant context during sprint
                                    generated mutual-awareness
                                ●   Mutual-awareness available
                                    offline, outside the meetings

                                                                 8




●Sprint activity visible at all times, not only during
  standup or weekly status meeting.
●Shared context makes standup participation shorter

  (“I will write the unit tests for the J2EE installer story”)
  allows one to inspect the story activity, status,
  blockers, etc.
●Product owner has a quantifiable amount of

  information to grasp. A developer is not talking about
  any story, but about story 3 out 7 in the list of
  priorities (“this blocker is more important than
  another blocker”, or “this story is not well-defined, it
  had 3 architectural blockers during the sprint”)
●Management team does not have to understand

  individual standup meetings, only the resulting status
  of each story and overall burnup impact.
But we don't need a dashb...oh...




                                                9




●   Once the team gets used to the routine, there is a
     tendency to relax in the discipline (“the status doesn't
     change very much, it is ok to skip an update or two)

●   Once we went from 9 people in one scrum to 30
     people in 4 scrums, the sense or importance became
     far more ingrained in the team

●   Consensus amongst the team is that it would not only
     be difficult, but impossible to understand the project
     situation without a dashboard. Even for reporting
     status, without fully understanding its underlying
     components, is that it would cost several times more
     to rebuild the information at reporting time.
Sprint Overview




           *Not actual project data                     10




●   One of several tabs

●   Left column indicates how the team is doing within the
     sprint (ahead or behind expected)

●   Center column indicates what happened and what is
     about to happen

●   Right column represents ongoing work, such as
     stories in the sprint, their status, associated
     testcases, and their review status

●   As a result, this single screen is the one stop tab for
     those without time to peruse the entire dashboard, as
     it shows: quantitative status (left column), qualitative
     status (center column) , and context (right columm)
How are we doing?




           *Not actual project data                       11




●   Plan views offer a graphical and quantitative view of
     the iteration plans. A sprint can have multiple
     iteration plans, organized by teams and overall

●   Classic sprint burndown view indicates when planned
     work starts to fluctuate inside the sprint, usually not a
     good sign.
Past, present and future




           *Not actual project data                         12




●   This part of the main tab qualifies the quantitative
     status on the left

●   Lists work that has been completed, outstanding
     adoption items (questions from customers) , work
     items (confirmed problems from customers, not
     necessarily product defects) , defects, and blockers.
Story time




           *Not actual project data                   13




●   This part of the main tab gives context to the status
     portion, indicating which stories are assigned to the
     sprint, their status, their defects, and sprint blockers.

●   It gives dimension (how much work is planned) and
      depth (how well that work is going) to reports.
Burning up




                      http://sourcepatch.blogspot.com/2010/11/burning-up.html

          *Not actual project data                                              14




●   Jazz Burn up charts are extremely powerful:

●   How much work the team can do on sprint/release

●   How much work is actually planned for the
     sprint/release

●   How much work has actually been done

●   How much work can be done at the current rate

●   How much team capacity has been spent

●   Detailed explanation at
     http://sourcepatch.blogspot.com/2010/11/burning-
     up.html
Scrum of Scrums...one scrum at a time




                                                    15




●   Each scrum has its own tab

●   All participants of Scrum of Scrum meetings look at
     the tab for the team reporting at that time.

●   No time spent on quantitative status.

●   Again, constant context breeds mutual awareness

●   Information retention greatly improved during
     meetings.

●   30 minutes everyday
Summary
●   Dashboard tabs organized in incremental steps,
    supporting quick 30 second glances or 15 minute
    drill-downs
●   Focus on saving time, not on reporting. Good
    reporting is an unavoidable side-effect though.
●   Shared context breeds awareness, awareness
    breeds familiarity and teamwork.


                                                      16
Resources
●   Burnup charts
    ●   http://sourcepatch.blogspot.com/2010/11/burning-
        up.html
●   IBM Rational Team Concert
    ●   http://www-
        01.ibm.com/software/rational/products/rtc/
●   jazz.net
    ●   http://jazz.net

                                                           17

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Agile dashboard

  • 1. Improving Agile execution through a Jazz-based dashboard Denilson Nastacio
  • 2. About me ● Quality and design enthusiast ● 15 years in software development ● http://rtpscrolls.blogspot.com ● http://sourcepatch.blogspot.com ● http://www.linkedin.com/in/nastacio ● Disclaimer: I am an IBM employee. Rational Team Concert is used in this presentation, but the focus is on the importance of a shared dashboard for Agile development, not on the usage of RTC.
  • 3. Agenda ● Goals ● The pre Agile days ● The rough Agile days ● The disciplined Agile days
  • 4. Goal ● Data collected must improve execution, not reporting project status ● For every collective minute spent reporting data, at least one collective minute should be recouped.
  • 5. The pre-Agile days Scrum Release Master Manager ● Daily 1 hour status calls ● Focus on critical issues ● Second-hand status to release manager
  • 6. The rough Agile days ● Daily 20-minute standup ● Two pre-scheduled 15-minute slots to deal with blockers ● Standup reports from 9 people were difficult to summarize
  • 7. Standup time...for less time ● Adjust time spent right on the chart ● Reassign tasks or update status through drag&drop
  • 8. The better Agile days ● Easier to absorb 1-minute standup info by looking at kanban charts ● Constant context during sprint generated mutual-awareness ● Mutual-awareness available offline, outside the meetings
  • 9. But we don't need a dashb...oh...
  • 11. How are we doing? *Not actual project data
  • 12. Past, present and future *Not actual project data
  • 13. Story time *Not actual project data
  • 14. Burning up http://sourcepatch.blogspot.com/2010/11/burning-up.html *Not actual project data
  • 15. Scrum of Scrums...one scrum at a time
  • 16. Summary ● Dashboard tabs organized in incremental steps, supporting quick 30 second glances or 15 minute drill-downs ● Focus on saving time, not on reporting. Good reporting is an unavoidable side-effect though. ● Shared context breeds awareness, awareness breeds familiarity and teamwork.
  • 17. Resources ● Burnup charts ● http://sourcepatch.blogspot.com/2010/11/burning- up.html ● IBM Rational Team Concert ● http://www- 01.ibm.com/software/rational/products/rtc/ ● jazz.net ● http://jazz.net
  • 18. Improving Agile execution through a Jazz-based dashboard Denilson Nastacio 1
  • 19. About me ● Quality and design enthusiast ● 15 years in software development ● http://rtpscrolls.blogspot.com ● http://sourcepatch.blogspot.com ● http://www.linkedin.com/in/nastacio ● Disclaimer: I am an IBM employee. Rational Team Concert is used in this presentation, but the focus is on the importance of a shared dashboard for Agile development, not on the usage of RTC. 2
  • 20. Agenda ● Goals ● The pre Agile days ● The rough Agile days ● The disciplined Agile days 3
  • 21. Goal ● Data collected must improve execution, not reporting project status ● For every collective minute spent reporting data, at least one collective minute should be recouped. 4 ● Reporting is extra work and any work needs a purpose. ● You don't have to convince people to do extra work if there is no extra work involved. ● If people are motivated at a very basic level to report their activity, there is more data to work with and therefore reporting gets better, not as an end goal, but as a byproduct. ● Jazz is not a punch-card machine, the idea here is not to track whether people are putting in the hours, but how work has progressed and how is it like to progress.
  • 22. The pre-Agile days Scrum Release Master Manager ● Daily 1 hour status calls ● Focus on critical issues ● Second-hand status to release manager 5 ● Information shared out of context could not be absorbed quickly, only team leader and people immediately affected could actively participate ● Long side-bars if status revealed something that needed immediate attention. ● Information was not written down, only focus on critical issues. ● Daily meetings with the team, weekly meetings between scrum master and the business. ● Product owner not able (nor required) to understand day-to-day activities.
  • 23. The rough Agile days ● Daily 20-minute standup ● Two pre-scheduled 15-minute slots to deal with blockers ● Standup reports from 9 people were difficult to summarize 6 ● Meetings were shorter ● Standup information more focused ● Blockers solved only amongst involved party after main meeting ● 9 people verbally stating their yesterday/today commitments could not be absorbed quickly ● Overuse of continuous tense: “I am working on...”, “I will continue to work on...”. ● Impossible to translate standup meetings to a business status. Trees over the forest
  • 24. Standup time...for less time ● Adjust time spent right on the chart ● Reassign tasks or update status through drag&drop 7 ● Kan-ban style view, background for all standup meetings ● Quick view into sprint progress ● Quick view into team member load and progress ● Time spent on a task update with click on watch icons ● Task status update or reassignment through drag- and-drop operation
  • 25. The better Agile days ● Easier to absorb 1-minute standup info by looking at kanban charts ● Constant context during sprint generated mutual-awareness ● Mutual-awareness available offline, outside the meetings 8 ●Sprint activity visible at all times, not only during standup or weekly status meeting. ●Shared context makes standup participation shorter (“I will write the unit tests for the J2EE installer story”) allows one to inspect the story activity, status, blockers, etc. ●Product owner has a quantifiable amount of information to grasp. A developer is not talking about any story, but about story 3 out 7 in the list of priorities (“this blocker is more important than another blocker”, or “this story is not well-defined, it had 3 architectural blockers during the sprint”) ●Management team does not have to understand individual standup meetings, only the resulting status of each story and overall burnup impact.
  • 26. But we don't need a dashb...oh... 9 ● Once the team gets used to the routine, there is a tendency to relax in the discipline (“the status doesn't change very much, it is ok to skip an update or two) ● Once we went from 9 people in one scrum to 30 people in 4 scrums, the sense or importance became far more ingrained in the team ● Consensus amongst the team is that it would not only be difficult, but impossible to understand the project situation without a dashboard. Even for reporting status, without fully understanding its underlying components, is that it would cost several times more to rebuild the information at reporting time.
  • 27. Sprint Overview *Not actual project data 10 ● One of several tabs ● Left column indicates how the team is doing within the sprint (ahead or behind expected) ● Center column indicates what happened and what is about to happen ● Right column represents ongoing work, such as stories in the sprint, their status, associated testcases, and their review status ● As a result, this single screen is the one stop tab for those without time to peruse the entire dashboard, as it shows: quantitative status (left column), qualitative status (center column) , and context (right columm)
  • 28. How are we doing? *Not actual project data 11 ● Plan views offer a graphical and quantitative view of the iteration plans. A sprint can have multiple iteration plans, organized by teams and overall ● Classic sprint burndown view indicates when planned work starts to fluctuate inside the sprint, usually not a good sign.
  • 29. Past, present and future *Not actual project data 12 ● This part of the main tab qualifies the quantitative status on the left ● Lists work that has been completed, outstanding adoption items (questions from customers) , work items (confirmed problems from customers, not necessarily product defects) , defects, and blockers.
  • 30. Story time *Not actual project data 13 ● This part of the main tab gives context to the status portion, indicating which stories are assigned to the sprint, their status, their defects, and sprint blockers. ● It gives dimension (how much work is planned) and depth (how well that work is going) to reports.
  • 31. Burning up http://sourcepatch.blogspot.com/2010/11/burning-up.html *Not actual project data 14 ● Jazz Burn up charts are extremely powerful: ● How much work the team can do on sprint/release ● How much work is actually planned for the sprint/release ● How much work has actually been done ● How much work can be done at the current rate ● How much team capacity has been spent ● Detailed explanation at http://sourcepatch.blogspot.com/2010/11/burning- up.html
  • 32. Scrum of Scrums...one scrum at a time 15 ● Each scrum has its own tab ● All participants of Scrum of Scrum meetings look at the tab for the team reporting at that time. ● No time spent on quantitative status. ● Again, constant context breeds mutual awareness ● Information retention greatly improved during meetings. ● 30 minutes everyday
  • 33. Summary ● Dashboard tabs organized in incremental steps, supporting quick 30 second glances or 15 minute drill-downs ● Focus on saving time, not on reporting. Good reporting is an unavoidable side-effect though. ● Shared context breeds awareness, awareness breeds familiarity and teamwork. 16
  • 34. Resources ● Burnup charts ● http://sourcepatch.blogspot.com/2010/11/burning- up.html ● IBM Rational Team Concert ● http://www- 01.ibm.com/software/rational/products/rtc/ ● jazz.net ● http://jazz.net 17

Notas do Editor

  1. Reporting is extra work and any work needs a purpose. You don't have to convince people to do extra work if there is no extra work involved. If people are motivated at a very basic level to report their activity, there is more data to work with and therefore reporting gets better, not as an end goal, but as a byproduct. Jazz is not a punch-card machine, the idea here is not to track whether people are putting in the hours, but how work has progressed and how is it like to progress.
  2. Information shared out of context could not be absorbed quickly, only team leader and people immediately affected could actively participate Long side-bars if status revealed something that needed immediate attention. Information was not written down, only focus on critical issues. Daily meetings with the team, weekly meetings between scrum master and the business. Product owner not able (nor required) to understand day-to-day activities.
  3. Meetings took shorter Standup information more focused Blockers solved only amongst involved party after main meeting 9 people verbally stating their yesterday/today commitments could not be absorbed quickly Overuse of continuous tense: “I am working on...”, “I will continue to work on...”. Impossible to translate standup meetings to a business status. Trees over the forest
  4. Sprint activity visible at all times, not only during standup or weekly status meeting. Shared context makes standup participation shorter (“I will write the unit tests for the J2EE installer story”) allows one to inspect the story activity, status, blockers, etc. Product owner has a quantifiable amount of information to grasp. A developer is not talking about any story, but about story 3 out 7 in the list of priorities (“this blocker is more important than another blocker”, or “this story is not well-defined, it had 3 architectural blockers during the sprint”) Management team does not have to understand individual standup meetings, only the resulting status of each story and overall burnup impact.
  5. Once the team gets used to the routine, there is a tendency to relax in the discipline (“the status doesn't change very much, it is ok to skip an update or two) Once we went from 9 people in one scrum to 30 people in 4 scrums, the sense or importance became far more ingrained in the team Consensus amongst the team is that it would not only be difficult, but impossible to understand the project situation without a dashboard. Even for reporting status, without fully understanding its underlying components, is that it would cost several times more to rebuild the information at reporting time.
  6. One of several tabs Left column indicates how the team is doing within the sprint (ahead or behind expected) Center column indicates what happened and what is about to happen Right column represents ongoing work, such as stories in the sprint, their status, associated testcases, and their review status As a result, this single screen is the one stop tab for those without time to peruse the entire dashboard, as it shows: quantitative status (left column), qualitative status (center column) , and context (right columm)
  7. Plan views offer a graphical and quantitative view of the iteration plans. A sprint can have multiple iteration plans, organized by teams and overall Classic sprint burndown view indicates when planned work starts to fluctuate inside the sprint, usually not a good sign.
  8. This part of the main tab qualifies the quantitative status on the left Lists work that has been completed, outstanding adoption items (questions from customers) , work items (confirmed problems from customers, not necessarily product defects) , defects, and blockers.
  9. This part of the main tab gives context to the status portion, indicating which stories are assigned to the sprint, their status, their defects, and sprint blockers. It gives dimension (how much work is planned) and depth (how well that work is going) to reports.
  10. Jazz Burn up charts are extremely powerful: How much work the team can do on sprint/release How much work is actually planned for the sprint/release How much work has actually been done How much work can be done at the current rate How much team capacity has been spent Detailed explanation at http://sourcepatch.blogspot.com/2010/11/burning-up.html
  11. Kan-ban style view, background for all standup meetings Quick view into sprint progress Quick view into team member load and progress Time spent on a task update with click on watch icons Task status update or reassignment through drag-and-drop operation
  12. Each scrum has its own tab All participants of Scrum of Scrum meetings look at the tab for the team reporting at that time. No time spent on quantitative status. Again, constant context breeds mutual awareness Information retention greatly improved during meetings. 30 minutes everyday