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Heitor Roriz Filho, MSc, CSM, CSP
             Agile Coach and Trainer
Distribution and use
              license
   17+ years experience in market
   Software developer
    ◦ Natural, Cobol, Clipper, Delphi, Java
   Systems Analyst
   ScrumMaster, Product Owner
   Training and coaching since 2007
   Agile Coach and Trainer, Massimus
    ◦ English, Portuguese, Spanish and German
   Coach and Trainer Partner, Rally Software
    ◦ Latin America and Brazil
                                                www.massimus.com
   Trainings
    ◦   Scrum for PMPs (Agile PM)
    ◦   Mastering User Stories
    ◦   Scrum Introduction (CSD track)
    ◦   Agile Estimation and Planning (CSD track)
   Agile Coaching
    ◦ A Scrum Coach not only has stories to tell and
      answers to give, above all he has the right
      questions for each occasion. He is very good in
      recognizing potential.

                                                    www.massimus.com
   Regularly measures and monitors progress in
    order to identify variances from the plan
   Also allows corrective action to be taken
    when necessary to meet project objectives
   Some words from the traditional world do not
    sound nice in Agile
   In huge projects the good practices found in
    a compendium like the PMBOK are a helpful
    extension



        Development
   Focus on people
   Agile Manifesto
   Train and be a companion to the team
    ◦ Make sure they understand the process
    ◦ Warranty continuos improvement
    ◦ Decrease measurement impacts
   Align expectations
1   2   3   4   5
Stakeholder satisfaction
                            1   2   3   4   5
Deliver on time
                            1   2   3   4   5
Deliver on budget
Deliver all planned scope   1   2   3   4   5



Meet quality requirements   1   2   3   4   5


Team satisfaction           1   2   3   4   5
   Observation
   Comparison
   Take a step back: define metrics
    ◦   What will be measured
    ◦   How will be measured
    ◦   Who will measure
    ◦   Effects of measurement
   Hawthorne Effect: we impact what we
    measure
   Size: something that can be counted and
    measured.
   Effort: the actual hours needed to develop a
    software or piece of product.
   Duration: the time in the calendar to get
    something done.
   Cost: strongly correlated with effort.
   To plan - When we have to do something?
   To Program - In what order we do things?
   To contract - Do we need more people to do
    the job?
   To quote - What will it cost?
   To guide investment - Are we doing
    something worthwhile?
   We estimate to approximate the real,
    right?
   It feels good
   Answer “boss” requests
   I am used to do that way
   Fool ourselves and others: when will the
    project be finished?
Einstein’s Wisdom
Measuring outcome, not
        activity.

Measuring everything
necessary and nothing
        more.
By Dave Nicollette



  “Our highest priority is to satisfy the customer
     through early and continuous delivery of
                valuable software.”
                        and
   “Working software is the primary measure of
                     progress.”
Running Tested Features
                      Running Tested Features
           12



           10



           8
Features




           6                                                          RTF



           4



           2



           0
                            Iteration




                                                Graphic from Dave Nicolette
   Principle
Working software is the primary measure of progress.

   Informational
Direct measure of delivered results.

   Diagnostic
If flat or declining over time, a problem is indicated.

   Motivational
Team members naturally want to see RTF increase.
   Principle
    Our highest priority is to satisfy the customer through early
    and continuous delivery of valuable software.
   Informational
    Direct measure of customer-defined value delivered.
   Diagnostic
    Trend should be an S curve; otherwise, problems in
    prioritization or valuation are indicated.
   Motivational
    Team members like to deliver value because it makes them
    feel they are contributing to the success of the organization.
    Stakeholders are motivated to pay attention to the business
    value of incremental releases.
   Revenue
   Cost savings
   Market share
   Customer relations
   Reputation
As a Team
                     As a CSM, I want     As a CSM, I want      As a Product        As a CSM, I want    As a CSM, I want
Member, I want to
                     to have a senior     to have a senior     Owner, I want to     to have a senior    to have a senior
 work in a great
                          Team.                Team.            the best ROI.            Team.               Team.
     team


                                             As a Product
                                          Backlog, I want to
                        As a Team                                                      As a Team
As a CSM, I want                            change all the     As a CSM, I want                          As a Product
                     Member, I want to                                              Member, I want to
to have a senior                          time that is need,   to have a senior                         Owner, I want to
                      work in a great                                                work in a great
     Team.                                   to be able to          Team.                                the best ROI.
                          team                                                           team
                                           become a great
                                               product.


   As a Team                                                                                               As a Team
                      As a Product         As a Product         As a Product        As a CSM, I want
Member, I want to                                                                                       Member, I want to
                     Owner, I want to     Owner, I want to     Owner, I want to     to have a senior
 work in a great                                                                                         work in a great
                      the best ROI.        the best ROI.        the best ROI.            Team.
     team                                                                                                    team


                        As a Product                              As a Product
                     Backlog, I want to                        Backlog, I want to
                                                                                       As a Team           As a Team
 As a Product          change all the     As a CSM, I want       change all the
                                                                                    Member, I want to   Member, I want to
Owner, I want to     time that is need,   to have a senior     time that is need,
                                                                                     work in a great     work in a great
 the best ROI.          to be able to          Team.              to be able to
                                                                                         team                team
                      become a great                            become a great
                          product.                                  product.
   As a Product
Backlog, I want to
                                                                  As a Team
  change all the      As a Product         As a Product                              As a Product
                                                               Member, I want to
time that is need,   Owner, I want to     Owner, I want to                          Owner, I want to
                                                                work in a great
   to be able to      the best ROI.        the best ROI.                             the best ROI.
                                                                    team
 become a great
     product.
                        As a Product
                     Backlog, I want to
   As a Team
                       change all the     As a CSM, I want     As a CSM, I want     As a CSM, I want
Member, I want to
                     time that is need,   to have a senior     to have a senior     to have a senior
 work in a great
                        to be able to          Team.                Team.                Team.
     team
                      become a great
                          product.
Quick registration       The objective represents 40%
         process             of a client’s requirement.
           0.4



      User account                      Account            Registration
      registration                     processing          represents 70% of the
           0.7                            0.3              objective.


                                                           As a financial analyst I
     As a user I can enter     As a user I can enter
                                                           need to check on user
        my data to get        payment data to have a
                                                               data to release
          registered              valid account
                                                                  payment
             0.4                       0.6                          0.1


The story implements                                    % Delivered Value:
 60% of registration
                                                       0.4x0.7x0.6 = 16.8%
        value
Mesuring velocity
   Principle
    Our highest priority is to satisfy the customer through early and
    continuous delivery of valuable software.
   Informational
    Empirical observation of the team’s capacity for work; useful for
    projecting the likely completion date of a given amount of scope;
    useful for estimating the amount of scope that can be delivered by a
    given date.
   Diagnostic
    Patterns in trends in velocity indicate various problems; provides a
    baseline for continuous improvement efforts
   Motivational
    Team members take pride in achieving a high velocity and keeping it
    stable.
Burn-down Chart
2000

1800

1600

1400

1200
                                                                                                                                        Scrum Team Alpha
1000
                                                                                                                                        Scrum Team Beta

 800                                                                                                                                    Scrum Team Gamma
                                                                                                                                        TOTAL
 600

 400

 200

   0
    l
   2
        3
            4
                5
                    6
                        7
                            8
                                9
                                    10
                                         11
                                              12
                                                   13
                                                        14
                                                             15
                                                                  16
                                                                       17
                                                                            18
                                                                                 19
                                                                                      20
                                                                                           21
                                                                                                22
                                                                                                     23
                                                                                                          24
                                                                                                               25
                                                                                                                    26
                                                                                                                         27
                                                                                                                              28
                                                                                                                                   29
 tia
   i
In
 Gantt chart
 Percent complete
 Time per team member per task
 Actual time vs. estimated time
Heitor Roriz Filho, MSc, CSM, CSP
                       Agile Coach and Trainer
                 hroriz@massimus.com
                 http://www.massimus.com
@hroriz
            http://br.linkedin.com/in/hroriz

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Agile Monitoring and Control & Agile Metrics

  • 1. Heitor Roriz Filho, MSc, CSM, CSP Agile Coach and Trainer
  • 3. 17+ years experience in market  Software developer ◦ Natural, Cobol, Clipper, Delphi, Java  Systems Analyst  ScrumMaster, Product Owner  Training and coaching since 2007  Agile Coach and Trainer, Massimus ◦ English, Portuguese, Spanish and German  Coach and Trainer Partner, Rally Software ◦ Latin America and Brazil www.massimus.com
  • 4. Trainings ◦ Scrum for PMPs (Agile PM) ◦ Mastering User Stories ◦ Scrum Introduction (CSD track) ◦ Agile Estimation and Planning (CSD track)  Agile Coaching ◦ A Scrum Coach not only has stories to tell and answers to give, above all he has the right questions for each occasion. He is very good in recognizing potential. www.massimus.com
  • 5. Regularly measures and monitors progress in order to identify variances from the plan  Also allows corrective action to be taken when necessary to meet project objectives
  • 6. Some words from the traditional world do not sound nice in Agile  In huge projects the good practices found in a compendium like the PMBOK are a helpful extension Development
  • 7. Focus on people  Agile Manifesto  Train and be a companion to the team ◦ Make sure they understand the process ◦ Warranty continuos improvement ◦ Decrease measurement impacts  Align expectations
  • 8. 1 2 3 4 5 Stakeholder satisfaction 1 2 3 4 5 Deliver on time 1 2 3 4 5 Deliver on budget Deliver all planned scope 1 2 3 4 5 Meet quality requirements 1 2 3 4 5 Team satisfaction 1 2 3 4 5
  • 9. Observation  Comparison  Take a step back: define metrics ◦ What will be measured ◦ How will be measured ◦ Who will measure ◦ Effects of measurement  Hawthorne Effect: we impact what we measure
  • 10. Size: something that can be counted and measured.  Effort: the actual hours needed to develop a software or piece of product.  Duration: the time in the calendar to get something done.  Cost: strongly correlated with effort.
  • 11. To plan - When we have to do something?  To Program - In what order we do things?  To contract - Do we need more people to do the job?  To quote - What will it cost?  To guide investment - Are we doing something worthwhile?  We estimate to approximate the real, right?
  • 12. It feels good  Answer “boss” requests  I am used to do that way  Fool ourselves and others: when will the project be finished?
  • 14. Measuring outcome, not activity. Measuring everything necessary and nothing more.
  • 15. By Dave Nicollette “Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.” and “Working software is the primary measure of progress.”
  • 16. Running Tested Features Running Tested Features 12 10 8 Features 6 RTF 4 2 0 Iteration Graphic from Dave Nicolette
  • 17. Principle Working software is the primary measure of progress.  Informational Direct measure of delivered results.  Diagnostic If flat or declining over time, a problem is indicated.  Motivational Team members naturally want to see RTF increase.
  • 18. Principle Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.  Informational Direct measure of customer-defined value delivered.  Diagnostic Trend should be an S curve; otherwise, problems in prioritization or valuation are indicated.  Motivational Team members like to deliver value because it makes them feel they are contributing to the success of the organization. Stakeholders are motivated to pay attention to the business value of incremental releases.
  • 19. Revenue  Cost savings  Market share  Customer relations  Reputation
  • 20. As a Team As a CSM, I want As a CSM, I want As a Product As a CSM, I want As a CSM, I want Member, I want to to have a senior to have a senior Owner, I want to to have a senior to have a senior work in a great Team. Team. the best ROI. Team. Team. team As a Product Backlog, I want to As a Team As a Team As a CSM, I want change all the As a CSM, I want As a Product Member, I want to Member, I want to to have a senior time that is need, to have a senior Owner, I want to work in a great work in a great Team. to be able to Team. the best ROI. team team become a great product. As a Team As a Team As a Product As a Product As a Product As a CSM, I want Member, I want to Member, I want to Owner, I want to Owner, I want to Owner, I want to to have a senior work in a great work in a great the best ROI. the best ROI. the best ROI. Team. team team As a Product As a Product Backlog, I want to Backlog, I want to As a Team As a Team As a Product change all the As a CSM, I want change all the Member, I want to Member, I want to Owner, I want to time that is need, to have a senior time that is need, work in a great work in a great the best ROI. to be able to Team. to be able to team team become a great become a great product. product. As a Product Backlog, I want to As a Team change all the As a Product As a Product As a Product Member, I want to time that is need, Owner, I want to Owner, I want to Owner, I want to work in a great to be able to the best ROI. the best ROI. the best ROI. team become a great product. As a Product Backlog, I want to As a Team change all the As a CSM, I want As a CSM, I want As a CSM, I want Member, I want to time that is need, to have a senior to have a senior to have a senior work in a great to be able to Team. Team. Team. team become a great product.
  • 21. Quick registration The objective represents 40% process of a client’s requirement. 0.4 User account Account Registration registration processing represents 70% of the 0.7 0.3 objective. As a financial analyst I As a user I can enter As a user I can enter need to check on user my data to get payment data to have a data to release registered valid account payment 0.4 0.6 0.1 The story implements % Delivered Value: 60% of registration 0.4x0.7x0.6 = 16.8% value
  • 23.
  • 24. Principle Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.  Informational Empirical observation of the team’s capacity for work; useful for projecting the likely completion date of a given amount of scope; useful for estimating the amount of scope that can be delivered by a given date.  Diagnostic Patterns in trends in velocity indicate various problems; provides a baseline for continuous improvement efforts  Motivational Team members take pride in achieving a high velocity and keeping it stable.
  • 25.
  • 26. Burn-down Chart 2000 1800 1600 1400 1200 Scrum Team Alpha 1000 Scrum Team Beta 800 Scrum Team Gamma TOTAL 600 400 200 0 l 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 tia i In
  • 27.  Gantt chart  Percent complete  Time per team member per task  Actual time vs. estimated time
  • 28. Heitor Roriz Filho, MSc, CSM, CSP Agile Coach and Trainer hroriz@massimus.com http://www.massimus.com @hroriz http://br.linkedin.com/in/hroriz