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Fabio Armani 
OpenWare 
@fabioarmani
About Me 
– CEO of OpenWare 
– Lean Agile Coach & 
Consultant 
– Organizational Change Agent 
– @fabioarmani 
– www.open-ware.org
Agenda 
• Agile Development @Scale 
• Extended Lean Agile Frameworks 
• Disciplined Agile Development (DAD) 
• Scaling Agile Framework (SAFe) 
• Agility Path + CIF 
• Large-scale Scrum 
• Considerations 
• Conclusion
Agenda 
• Agile Development @Scale 
• Extended Lean Agile Frameworks 
• Disciplined Agile Development (DAD) 
• Scaling Agile Framework (SAFe) 
• Agility Path + CIF 
• Large-scale Scrum 
• Considerations 
• Conclusion
What Agile is NOT !!
Accelerate time to market 
Managing changing priorities 
Better align IT/Business 
Increase productivity 
Enhance software quality 
Project visibility 
Reduce risks
Technical 
Project Practices? 
Initiation? Release into 
Production? 
Operate in 
Enterprise Production? 
Disciplines? 
Project 
Selection?
Lean Agile @Enterprise
Does Agile Scale? YES!
Does Agile Scale? YES! 
Scaling: 
• The majority of agile teams are geographically distributed in some manner 
• Organizations have reported successful agile programs of 500+ people 
• One third of agile teams are in regulatory situations 
• 75% of organizations doing agile are doing so on medium complexity or greater projects 
• 17% of organizations are successfully applying agile in outsourcing situations 
• 78% of teams are working with legacy systems 
• 32% of organizations report successful interaction between enterprise architects and agile 
teams 
• 11% of organizations report that their governance strategy works well with agile teams 
(yikes) 
Source: 
• DDJ November 2009 State of the IT Union Survey, www.ambysoft.com/surveys/
Small-scale vs Large-scale
Small-scale vs Large-scale
Small-scale vs Large-scale
Small-scale vs Large-scale
Small-scale vs Large-scale
Small-scale vs Large-scale
Small-scale vs Large-scale
Problems of Scaling 
 SoS – Scrum Of Scrums 
– Becomes more difficult after 6 or so Teams 
– Planning & Ceremonial Events conflict 
 Doesn’t really address a Portfolio & Program View 
– Still thinks of smaller “projects” 
– Planning Roadmap horizons are still short 
 Fails to recognize that Waterfall still exists 
 Governance & Authority start to fail 
– No Clear Content Authority once you scale to a Program or Portfolio level 
– Who resolves priorities across dozens of teams? 
– Who then drives releases?
Scaling 
30
31 
Scaling 
We do not need to scale every aspect of 
Agile
32 
Problems of Scaling 
 Reporting & Metrics aren’t sufficient across large numbers of 
teams or programs 
 Traditional sources of information (Scrum/Agile Alliance) 
aren’t mature to help this 
– Note: In Jan ‘2013 Ken Schwaber introduced CIF – Continuous Improvement 
Framework
Agenda 
• Agile Development @Scale 
• Extended Lean Agile Frameworks 
• Disciplined Agile Development (DAD) 
• Scaling Agile Framework (SAFe) 
• Agility Path + CIF 
• Large-scale Scrum 
• Considerations 
• Conclusion
What Should a Scaled Framework 
Address? 
 Multiple Agile Teams 
– Should be able to handle dozens of teams (Scrum 
starts to break around 7) 
– Incorporation of XP Engineering practices 
 Waterfall Teams 
– They still exist. Not everything can be Agile 
 Program Level planning and views
What Should a Scaled Framework 
Address? 
 Governance and shared resources 
(like Enterprise/System Architects, UX, etc.) 
 Specialized teams for Release 
planning, system integration 
 Clear content authority 
 Portfolio Management and the 
management of WIP (strategic level)
DAD - Disciplined Agile Delivery
Concept: The Agile 3C Rhythm 
The Coordinate-Collaborate-Conclude rhythm occurs at several scales on a DAD project: 
Inception 
Coordinate 
Construction 
Collaborate 
Transition 
Conclude 
Release rhythm 
Iteration 
Planning 
Coordinate 
Development 
Collaborate 
Stabilize 
Conclude 
Iteration rhythm 
Coordination 
Meeting 
Coordinate 
Daily work 
Collaborate 
Stabilize 
Conclude 
Daily rhythm
* Slide Courtesy of IBM 
Agile Scaling Factors
DAD - Disciplined Agile Delivery 
• Decision Oriented Framework
SAFe - Scaled Agile Framework
Scaled Agile Framework – Big Picture
Agile Teams
Scale to Program Level
Scale to Portfolio
SAFe – Scaling Agile Framework 
• Prescriptive Framework
DAD vs SAFe
A Matter of Managerial Culture 
Evidence-Based Management (“EBM”): 
• Roots in the medical practice. 
• The application of direct, objective evidence* by managers 
to make decisions. 
• For software development, EBM is employed to maximize 
the value of software to the entire organization. 
Evidence, broadly construed, is anything presented in support of an assertion: 
• Strongest type of evidence is that which provides direct proof of the validity of the 
assertion. 
• Weakest type of evidence is that which is merely consistent with the assertion, but 
doesn’t rule out contradictory assertions, as in circumstantial evidence. 
*Source: Wikipedia
Direct Evidence of an Organization’s Value
Diagnosing circumstantial evidence in organizational patterns 
Process Productivity Value Quality Enterprise 
• Scrum 
• Self-organization 
• Product 
Backlog 
• Sprint 
Planning 
• Daily Scrum 
• Sprint Review 
• Sprint 
Retrospective 
• Scaling Scrum 
• Definition of 
Done 
• Testing 
• Clean code 
• Test-Driven 
development 
• Continuous 
Integration 
• Emergent 
Architecture 
• Accountability 
• Transparency 
• Product Backlog 
• Alignment 
• Release planning 
and orientation 
• Portfolio 
Management 
• Engineering 
standards 
• Architecture 
• QA 
• ALM 
• Communication 
• Organization 
• Culture 
• People 
Practices 
• Sales 
• Lean
Agility Team 
• Enterprise Product Owner 
– Domain Product Owner 
– Product Owner 
• Enterprise Change Team 
– Domain Change Team 
– Change Team 
• Enterprise Scrum Master 
– Domain Scrum Master 
– Scrum Master
Agility Path Events 
• Sprint 
• Sprint Planning 
– Functional Change 
– Sprint Goal 
• Weekly Scrum 
• Evaluation 
– Sprint Review 
– Sprint Retrospective
Agility Path Artifacts 
• Practice Backlog 
• Sprint Backlog 
• Evaluation Backlog 
• Increment of Change
Agility Path Metrics 
• Agility Index 
• Agility Acceleration
Scale Scrum Beyond Your Team 
• “We have worked with thousand of organizations that are 
attempting to become more effective and more agile. 
• They usually start by implementing Scrum. 
• Then they are faced with the issue of how to get the most out 
of their investment in Scrum. 
• They wonder how to manage its scaling throughout the 
organization.”
CIF Overview 
• CIF consists of two interacting processes: product 
development and continuous improvement.
Scaling Lean & Agile Development
Scaling Lean & Agile Development 
• Large Scale Scrum is Scrum: change implications 
• Fractal structure 
• Feature teams vs Components Teams 
• Lean Concepts and Principles 
• Complex Systems 
• Queues theory
Scaled Lean & Agile 
• Empirical oriented framework
Agenda 
• Agile Development 
• Extended Lean Agile Frameworks 
• Disciplined Agile Development (DAD) 
• Scaling Agile Framework (SAFe) 
• Agility Path + CIF 
• Large-scale Scrum 
• Considerations 
• Conclusion
A possible way …
Principles > Practices
100% predictability = 
0% innovation
Value & Impact > Velocity
Culture > Process 
• Shu-level Scrum can get you out a ditch, but won’t make you fly. 
– Learn the rules so you can break them. 
• Healthy Culture heals broken process. 
– Hack the culture, and process will follow. 
• Agile is Fragile. 
– It is only sustainable over the long term if all parts of the organization are committed to 
it. 
• You are the culture. 
– Model the behavior you want to see.
Lean from the trenches
Lean Mindset
Agility Adoption Rather Than 
Agile @Scale
Keep the values, keep the principles, 
think for yourself.
Keep the values, keep the principles, 
think for yourself.
Keep the values, keep the principles, 
think for yourself! 
Ken Schwaber
Agenda 
• Agile Development @Scale 
• Extended Lean Agile Frameworks 
• Disciplined Agile Development (DAD) 
• Scaling Agile Framework (SAFe) 
• Agility Path + CIF 
• Large-scale Scrum 
• Considerations 
• Conclusion 
97
Fabio Armani 
www.open-ware.org 
@fabioarmani 
f.armani@open-ware.org

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Scaling lean agile agile prage 2014 (armani)

  • 1. Fabio Armani OpenWare @fabioarmani
  • 2. About Me – CEO of OpenWare – Lean Agile Coach & Consultant – Organizational Change Agent – @fabioarmani – www.open-ware.org
  • 3. Agenda • Agile Development @Scale • Extended Lean Agile Frameworks • Disciplined Agile Development (DAD) • Scaling Agile Framework (SAFe) • Agility Path + CIF • Large-scale Scrum • Considerations • Conclusion
  • 4. Agenda • Agile Development @Scale • Extended Lean Agile Frameworks • Disciplined Agile Development (DAD) • Scaling Agile Framework (SAFe) • Agility Path + CIF • Large-scale Scrum • Considerations • Conclusion
  • 5. What Agile is NOT !!
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. Accelerate time to market Managing changing priorities Better align IT/Business Increase productivity Enhance software quality Project visibility Reduce risks
  • 13.
  • 14.
  • 15.
  • 16. Technical Project Practices? Initiation? Release into Production? Operate in Enterprise Production? Disciplines? Project Selection?
  • 17.
  • 18.
  • 21. Does Agile Scale? YES! Scaling: • The majority of agile teams are geographically distributed in some manner • Organizations have reported successful agile programs of 500+ people • One third of agile teams are in regulatory situations • 75% of organizations doing agile are doing so on medium complexity or greater projects • 17% of organizations are successfully applying agile in outsourcing situations • 78% of teams are working with legacy systems • 32% of organizations report successful interaction between enterprise architects and agile teams • 11% of organizations report that their governance strategy works well with agile teams (yikes) Source: • DDJ November 2009 State of the IT Union Survey, www.ambysoft.com/surveys/
  • 29. Problems of Scaling  SoS – Scrum Of Scrums – Becomes more difficult after 6 or so Teams – Planning & Ceremonial Events conflict  Doesn’t really address a Portfolio & Program View – Still thinks of smaller “projects” – Planning Roadmap horizons are still short  Fails to recognize that Waterfall still exists  Governance & Authority start to fail – No Clear Content Authority once you scale to a Program or Portfolio level – Who resolves priorities across dozens of teams? – Who then drives releases?
  • 31. 31 Scaling We do not need to scale every aspect of Agile
  • 32. 32 Problems of Scaling  Reporting & Metrics aren’t sufficient across large numbers of teams or programs  Traditional sources of information (Scrum/Agile Alliance) aren’t mature to help this – Note: In Jan ‘2013 Ken Schwaber introduced CIF – Continuous Improvement Framework
  • 33.
  • 34.
  • 35. Agenda • Agile Development @Scale • Extended Lean Agile Frameworks • Disciplined Agile Development (DAD) • Scaling Agile Framework (SAFe) • Agility Path + CIF • Large-scale Scrum • Considerations • Conclusion
  • 36. What Should a Scaled Framework Address?  Multiple Agile Teams – Should be able to handle dozens of teams (Scrum starts to break around 7) – Incorporation of XP Engineering practices  Waterfall Teams – They still exist. Not everything can be Agile  Program Level planning and views
  • 37. What Should a Scaled Framework Address?  Governance and shared resources (like Enterprise/System Architects, UX, etc.)  Specialized teams for Release planning, system integration  Clear content authority  Portfolio Management and the management of WIP (strategic level)
  • 38.
  • 39. DAD - Disciplined Agile Delivery
  • 40.
  • 41. Concept: The Agile 3C Rhythm The Coordinate-Collaborate-Conclude rhythm occurs at several scales on a DAD project: Inception Coordinate Construction Collaborate Transition Conclude Release rhythm Iteration Planning Coordinate Development Collaborate Stabilize Conclude Iteration rhythm Coordination Meeting Coordinate Daily work Collaborate Stabilize Conclude Daily rhythm
  • 42. * Slide Courtesy of IBM Agile Scaling Factors
  • 43. DAD - Disciplined Agile Delivery • Decision Oriented Framework
  • 44.
  • 45. SAFe - Scaled Agile Framework
  • 46. Scaled Agile Framework – Big Picture
  • 50.
  • 51. SAFe – Scaling Agile Framework • Prescriptive Framework
  • 53.
  • 54.
  • 55.
  • 56.
  • 57.
  • 58. A Matter of Managerial Culture Evidence-Based Management (“EBM”): • Roots in the medical practice. • The application of direct, objective evidence* by managers to make decisions. • For software development, EBM is employed to maximize the value of software to the entire organization. Evidence, broadly construed, is anything presented in support of an assertion: • Strongest type of evidence is that which provides direct proof of the validity of the assertion. • Weakest type of evidence is that which is merely consistent with the assertion, but doesn’t rule out contradictory assertions, as in circumstantial evidence. *Source: Wikipedia
  • 59. Direct Evidence of an Organization’s Value
  • 60. Diagnosing circumstantial evidence in organizational patterns Process Productivity Value Quality Enterprise • Scrum • Self-organization • Product Backlog • Sprint Planning • Daily Scrum • Sprint Review • Sprint Retrospective • Scaling Scrum • Definition of Done • Testing • Clean code • Test-Driven development • Continuous Integration • Emergent Architecture • Accountability • Transparency • Product Backlog • Alignment • Release planning and orientation • Portfolio Management • Engineering standards • Architecture • QA • ALM • Communication • Organization • Culture • People Practices • Sales • Lean
  • 61. Agility Team • Enterprise Product Owner – Domain Product Owner – Product Owner • Enterprise Change Team – Domain Change Team – Change Team • Enterprise Scrum Master – Domain Scrum Master – Scrum Master
  • 62. Agility Path Events • Sprint • Sprint Planning – Functional Change – Sprint Goal • Weekly Scrum • Evaluation – Sprint Review – Sprint Retrospective
  • 63. Agility Path Artifacts • Practice Backlog • Sprint Backlog • Evaluation Backlog • Increment of Change
  • 64. Agility Path Metrics • Agility Index • Agility Acceleration
  • 65.
  • 66. Scale Scrum Beyond Your Team • “We have worked with thousand of organizations that are attempting to become more effective and more agile. • They usually start by implementing Scrum. • Then they are faced with the issue of how to get the most out of their investment in Scrum. • They wonder how to manage its scaling throughout the organization.”
  • 67.
  • 68. CIF Overview • CIF consists of two interacting processes: product development and continuous improvement.
  • 69.
  • 70. Scaling Lean & Agile Development
  • 71. Scaling Lean & Agile Development • Large Scale Scrum is Scrum: change implications • Fractal structure • Feature teams vs Components Teams • Lean Concepts and Principles • Complex Systems • Queues theory
  • 72.
  • 73.
  • 74.
  • 75.
  • 76. Scaled Lean & Agile • Empirical oriented framework
  • 77. Agenda • Agile Development • Extended Lean Agile Frameworks • Disciplined Agile Development (DAD) • Scaling Agile Framework (SAFe) • Agility Path + CIF • Large-scale Scrum • Considerations • Conclusion
  • 78.
  • 79.
  • 81.
  • 82.
  • 83.
  • 85. 100% predictability = 0% innovation
  • 86. Value & Impact > Velocity
  • 87. Culture > Process • Shu-level Scrum can get you out a ditch, but won’t make you fly. – Learn the rules so you can break them. • Healthy Culture heals broken process. – Hack the culture, and process will follow. • Agile is Fragile. – It is only sustainable over the long term if all parts of the organization are committed to it. • You are the culture. – Model the behavior you want to see.
  • 88. Lean from the trenches
  • 90. Agility Adoption Rather Than Agile @Scale
  • 91.
  • 92.
  • 93. Keep the values, keep the principles, think for yourself.
  • 94. Keep the values, keep the principles, think for yourself.
  • 95. Keep the values, keep the principles, think for yourself! Ken Schwaber
  • 96.
  • 97. Agenda • Agile Development @Scale • Extended Lean Agile Frameworks • Disciplined Agile Development (DAD) • Scaling Agile Framework (SAFe) • Agility Path + CIF • Large-scale Scrum • Considerations • Conclusion 97
  • 98.
  • 99. Fabio Armani www.open-ware.org @fabioarmani f.armani@open-ware.org