This document provides an overview of adopting an agile Scrum framework. It begins with introducing the presenter and their experience in agile project delivery. It then summarizes the traditional waterfall approach and poses questions about its effectiveness. The bulk of the document outlines the Scrum framework and provides tips for implementation, including establishing objectives, selecting pilot projects, customizing processes, training teams, and adopting in stages. It emphasizes treating the implementation as a formal project and allowing time for the cultural changes required.
2. Presenter: Rick Kelly
Sparkhound Strategic Engagement Manager
20+ years of technology delivery experience
PMP Certified in 1994 (#2433!)
Certified Scrum Master (CSM) – 2008
Certified Scrum Professional (CSP)- 2013
Seven years PMO and PM process consulting
Extensive hands-on agile project delivery
Dell, Cognizant, Blockbuster, Lowe’s, Walgreens,
Mutual Mobile
Extensive distributed team & offshore scrum delivery
Still learning!
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4. Waterfall – A Summary
The waterfall SDLC approach focused on development in discrete
phases in series:
• All Requirements, then
• All Design, then
• All Development, then
• All Testing, then
• All Deployment
• Usually implemented – painfully – before the iPad
• Safe and traceable, but is it the most effective way to build most
software?
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6. Agenda
Agile Scrum - the 5-minute primer
ROI - Real world statistics on agile benefits
Implementing Scrum:
Our recommended framework
Tips and techniques by framework phase
Q&A
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7. What is Agile vs. Scrum?
Is there a difference?
Agile is a philosophy to deliver and act in an
iterative manner
Scrum is a specific agile software delivery
approach implementing Agile principals
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8. A Very Short History of Scrum:
“A flexible, holistic product development strategy where a
development team works as a unit to reach a common
goal“ as opposed to a "traditional, sequential approach"
- The New Product Development Game, Takeuchi and Nonaka, 1986
1990’s: The Scrum Godfather, Ken Schwaber, builds the principals
2001: Schwaber published Agile Software Development with Scrum
Yada Yada Yada…Now the most common iterative software
development approach in the world
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Image: sitcomsonline.com
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But…why?
Focus on
People vs.
Process
Low Upfront
Planning
Minimal
Documentation
Priorities regularly
updated
High & Early
Customer
Involvement
Early &
incremental ROI
Facilitative vs.
command
leadership
12. Our Observation:
Companies are far more likely to gain the benefits
of Scrum if they follow these three foundational
guidelines:
Scrum is customized for their specific
environment
The Scrum implementation itself is conducted
in a formal, structured manner
There is senior management commitment -
and a little patience – to make the needed
cultural and workplace changes
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15. Stage 1: Quick Start
• Requirements, KPI & Objectives
Confirmation
• Quick Start Agile Asset &
Process Implementation
• Selection of Pilot Project(s)
• Creation of Product Backlog
• Pilot Team(s) Quick Start
Training
16. Defining & Base-lining Implementation
Success
How will your business know if implementing Scrum is successful?
If you track actual, hard statistics, congratulations! What are they?
In many cases, “success” is defined by business customer
perception
Not fast enough, too expensive, not responsive to change, etc.
To track success, a baseline of current performance needs to be
captured.
18. Stage 2: Pilot and Refine
• Lead/Support Pilot Project(s)
• Refinement of Agile Assets &
Processes
• Define Agile Training, Rollout,
and Comms. Plan
• Define Prioritization &
Estimation Model
• Agile Tool Recommendation
• Agile PMO Setup
Image: Paper Airplanes, Google Play Store
19. Estimates & Scrum: the age-old conflict
Provokes an age-old question:
Does your company write no-estimate blank checks?
20. Hybrid Estimation Process
1. Via a Planning Sprint
2. Outputs:
Feature-level, Rough Order of Magnitude (ROM) estimate
Baseline sprint & release plan
A resource plan/proposal with a +/-50(??)% level of
accuracy
3. Updated after each sprint
21. Customizing Scrum
• Plan-Level
Deploy to production after each sprint?
Adding “Technical Debt” and UAT/Launch Sprints
• Within Sprints
A mid-point reading of the User Stories
By-feature Sprint Review approvals
22. Sprint Duration
Factors
The need for speed
The overhead of Sprint planning & properly prepped client demos
Demonstrable progress & wow factor
Client review burnout
Recovery time for the sprint “Oh %$&!” moment
Recommended Default Starting Point: 3 weeks
Should be re-assessed and agreed with team on ongoing basis
23. Stage 3: Rollout
• Implement Pilot Lessons Learned
• Agile Process & Tool Rollout
• Training & Comms. Plan Rollout
• PMO and KPI Reporting Rollout
• Cross-Team “Scrum of Scrums”
Rollout
• Team Coaching
Image: nasa.gov
24. Initial Team Training
For new projects, a 1-hour intro session is enough
Like Scrum itself, get Sprinting ASAP
Mandatory, short reading: The Scrum Guide
13 pages of text, covers all the “rules”
https://www.scrum.org/Scrum-Guide
25. More Training Tips
• Expect someone new each Sprint
• Start each Sprint Planning Session with a 10-
minute Sprint Planning Overview Deck
• If at all possible, send your Scrum Master to a
public, classroom certification Course
• http://www.scrumalliance.org/courses-events/course?type=Csm
• Informal Monthly Agile Brown Bag Lunches
Image: scpoliycouncil.org
26. In Conclusion…Key Scrum Implementation Factors
Treat as a formal project
Drinking the Koolaid - Pilot, learn, adjust, implement
Respecting & incorporating real-world existing budget and
approval processes
Company-specific customization - Scrum as an approach, not a
doctrine!
Time provided to allow for the fundamental change in the way the
enterprise works
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Example of a Hybrid Scrum One-Month Sprint Delivery Approach
What we see:
An inbox of angry “When?” and “Why?” stakeholder mail
Late-project CRs asking for more time & $$$
Long project update meetings packed with surprises
And…many clients using legacy, waterfall-based SDLCs
Can all requirements be truly finalized & accurate before design, development & user feedback?
Is it effective to wait until all possible features are ready before launching the critical ones?
Timeboxed !! Will see if we can avoid one of the toughest temptations of Scrum – Extending the Sprint!
There are other Agile-based approaches
Kanban, Extreme Programming (XP), Lean
All borrow from each other
Focus Today: Agile Scrum
Waterfall came from military industrial complex of the 70’s.
By the mid 80s, those of us not building jet airplanes were being driven crazy by Waterfall
Some of the early resistors came out of Japan in 1986…
Agile projects succeed three times as often as Waterfall projects.
The Chaos Manifesto, The Standish Group, 2012
Two out of every three IT shops have adopted Agile methodologies.
Dr. Scott Ambler, 2011
Over 70% of IT users of agile saw overall increases in Productivity, Quality and reductions of costs
Dr. Scott Ambler, 2008
64% of the features in Waterfall projects are never used.
Verheyen, 2014
Key Scrum Implementation Plan Elements
Phased, iterative and interactive
Get a Live Scrum project going ASAP
Then begin introducing custom assets, processes and training
Not Rocket Science: Stress OJT training for team members
What specific problems are you seeking to solve with implementing process change?
How is your IT delivery success defined by today?
To track success, a baseline of current performance needs to be captured.
In most cases, no need to re-define existing IT Delivery KPIs
If business perception is truly how success is defined, then conduct baseline interviews with key stakeholders to set the “before” picture
Challenge the boundaries of Scrum on day one?
Relatively stand-alone
Single scrum-team size: 4-10 Members
Include potential Champions and Evangelists
Look for a mid-size, mid-complexity representative project
If most of your projects are multi-location, then tackle this right away
Purists insist no estimates until the work is done
Sprint Planning Deck
1-2 slide project overview This sprint’s place within project milestones Intra-sprint dates (planning, mid-point, Demo)
Availability & capacity of the team Highlight adjustments taken from last Retrospective Pick a “Challenge” focus area for the Sprint
Scrum Master The interaction with other students with different – but similar – challenges = big bonus
2 Days, between $1000-$1400/person, an excellent investment Constantly available in Houston http://www.scrumalliance.org/courses-events/course?type=Csm;
Made a serious PMP skeptic into a believer (me)
BRON BAG: Start with monthly Open to all 10-15 minute highlight of specific Scrum item Project update/briefing from a non-scrum master Allows cross-team and cross-role interaction