Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
SlideShare a Scribd company logo
TRANSFORMATION
2
RICK AUSTIN
ABOUT ME …
Experience applying agile to
small teams, large
distributed teams, & change
management
Agile Project Management
Volunteer and Leader
Expert in Financial
Services Industry
Georgia State Grad
Agile Transition
Director, Program
Manager
Applications Development
Manager
Director of DevelopmentInformation Technology
Director
rick@leadingagile.com
678.743.1616
www.leadingagile.com
twitter.com/rickaustin
facebook.com/leadingagile
linkedin.com/in/rickdaustin
T R A N S F O R M A T I O N
4
5
CULTURE FOCUSED
Focused on changing
hearts and minds
Focused on being agile
rather than doing agile
Focused on values and
principles
6
CULTURE FOCUSED
Focused on changing
hearts and minds
Focused on being agile
rather than doing agile
Focused on values and
principles
Belief that delivery systems
will emerge based on new
thinking
7
PRACTICES FOCUSED
Focused on the things
that you do
Focused on roles,
ceremonies, and
artifacts
Can be management
driven or technically
driven
8
PRACTICES FOCUSED
Focused on the things
that you do
Focused on roles,
ceremonies, and
artifacts
Can be management
driven or technically
driven
Belief that agile is a
process or way to work
9
SYSTEMS FOCUSED
Focused on forming
teams and governing
the flow of value
Focused on aligning
the organization first
10
SYSTEMS FOCUSED
Focused on forming
teams and governing
the flow of value
Focused on aligning
the organization first
Belief that culture and
practices only emerge
within a rational
structural and planning
framework
11
... all three are essential,
but where you start
is also essential…
W H A T D O I M E A N
B Y S Y S T E M S ?
13
• INVEST
• CCC
• Small enough for
the team to
develop in a day
or so
• Everything and
everyone
necessary to
deliver
• Meets acceptance
criteria
• No known defects
• No technical debt
WHAT DO I MEAN?
Working Tested
Software
TeamsBacklogs
14
TEAM
We have everyone and everything
(skill sets, tools, etc.) needed to deliver
working, tested, documented, deployable product.
THE 3 THINGS
15
BACKLOGS
Backlog items are appropriately sized
Backlogs are ordered and prioritized to capture work
needed to develop product/ end deliverables
THE 3 THINGS
16
WORKING TESTED PRODUCT
Deliverables meet defined acceptance criteria, have been reviewed and approved
by product owner/ stakeholders, have been tested,
and are shippable (either with no bugs, or known/ accepted bugs)
THE 3 THINGS
H O W A G I L E
S C A L E S
18
THE 3 THINGS AT SCALE
CLARITY ACCOUNTABILITY MEASUREABLE PROGRESS
19
GOVERNANCE
The way we make economic tradeoffs in the face of constraints
GOVERNANCE
20
STRUCTURE
The way we form teams and
foster collaboration across the organization
STRUCTURE
21
METRICS & TOOLS
What we measure
How we baseline performance
How we show improvement
METRICS & TOOLS
A T H E O R Y O F
T R A N S F O R M A T I O N
THEORY OF TRANSFORMATION
Adopting agile is about forming
teams, building backlogs, and
regularly producing increments
of working tested software
THEORY OF TRANSFORMATION
Adopting agile at scale is
about defining structure,
establishing governance, and
creating a metrics and tooling
strategy that supports agility
THEORY OF TRANSFORMATION
Anything that gets in the way
of forming teams, building
backlogs, and producing
working tested software is an
impediment to transformation
THEORY OF TRANSFORMATION
Solid agile practices will help
operationalize the system and
encourage a healthy, adaptive,
and empowered culture
emerges over time
O R G A N I Z I N G T H E
W O R K
28
PROGRAM
TEAMS
PORTFOLIO
TEAMS
DELIVERY
TEAMS
29
PROGRAM
TEAMS
PORTFOLIO
TEAMS
DELIVERY
TEAMS
Scrum
Kanban
Kanban
30
PROGRAM
TEAMS
PORTFOLIO
TEAMS
DELIVERY
TEAMS
Scrum
Kanban
Kanban
Backlog Size
Velocity
Burndown
Escaped Defects
Commit %
Acceptance % Ratio
Scope Change
Cycle Time
Features Blocked
Rework/Defects
Takt Time/ Cycle Time
Time/Cost/Scope/Value
ROI/Capitalization
PERFORMANCE METRICS
A G I L E
T R A N S F O R M A T I O N
32
ADAPTABILITY
PREDICTABILIT
Y
33
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
34
AE
AC
PE
PC
AD-HOC LEAN
STARTUP
AGILETRADITION
AL
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
QUADRANT 1
35
AE
AC
PE
PC
AD-HOC LEAN
STARTUP
AGILETRADITIONA
L
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
QUADRANT 2
36
AE
AC
PE
PC
AD-HOC LEAN
STARTUP
AGILETRADITIONA
L
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
QUADRANT 3
37
AE
AC
PE
PC
AD-HOC LEAN
STARTUP
AGILE
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
QUADRANT 4
TRADITIONA
L
38
AE
AC
PE
PC
AD-HOC LEAN
STARTUP
AGILE
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
LOB
LOW TRUST
TRADITIONA
L
39
AE
AC
PE
PC
AD-HOC LEAN
STARTUP
AGILE
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
LOW TRUST
LOB
LOB
BECOME PREDICTABLE
TRADITIONA
L
40
AE
AC
PE
PC
AD-HOC LEAN
STARTUP
AGILE
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
LOW TRUST
LOB
LOB
BECOME PREDICTABLE
TRADITIONA
L
41
AE
AC
PE
PC
AD-HOC LEAN
STARTUP
AGILE
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
LOW TRUST
LOB
LOB
BECOME PREDICTABLE
LEAN /
AGILE
42
AE
AC
PE
PC
AD-HOC LEAN
STARTUP
AGILE
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
LOW TRUST
BECOME PREDICTABLE
LEAN /
AGILE
LOB
LOB LOB
REDUCE BATCH SIZE
43
AE
AC
PE
PC
AD-HOC
AGILE
EMERGENCE
CONVERGENCE
ADAPTABILITY
PREDICTABILIT
Y
LOW TRUST
BECOME PREDICTABLE
LEAN /
AGILE
REDUCE BATCH SIZE
LOB
LOB LOB
LOB
LEAN
STARTUP
FULLY DECOUPLE
44
Base Camp Bullets
1. Stabilize the System / Getting Predictable
1. Form Complete Agile Teams
2. Create Product Roadmaps
3. Generate Detailed Backlogs
2. Reduce Batch Size
1. Begin Quarterly Release Planning
2. Implement Technical Practices
3. Introduce Flow Based Metrics
3. Decouple Teams (Breaking Dependencies)
1. Legacy Refactoring
2. Continuous Integration and Deployment
3. DevOps
4. Increase Local Autonomy
1. Team Based Projects
2. Software Capitalization
3. Adaptive Governance
5. Invest to Learn
1. Outcome-based Accountability
2. Innovation Focused
3. Design Thinking and Innovation
45
Basics and Concepts
• Base camps exist in their respective
quadrants based on the nature of their
predictive/adaptable,
emergence/convergence quality.
• Five named basecamps; implied zeroth
basecamp where journey begins from an Ad-
Hoc state.
• Although basecamps are numbered, there is
no implied happy-path from zero to five. A
full direct path from 0 to 5 or 5 to 0 would not
make sense. See Narratives.
• Orgs with will typically have teams at or
needing to to trek to different basecamps. No
one size fits all.
• It’s more about getting to the basecamp than
being at the basecamp; the focus is the
journey/expedition. Transitions matter.
Note: It seems as though a healthy rhythm of cycling
between base camps 4 and 5 would a be sensible end-state
if one were searching for an ideal. Base camp 2 is a very
common stopping point with some progress towards base
camp 3 but no specific commitment or investment towards 3.
46
Organizational Constraints
Typical Constraints
• Matrixed organizations
• Non-instantly available resources
• Too much work in process
• Limited access to subject matter expertise
• Large products with diverse technology
• Shared requirements between teams
• Technical defects
• Low cohesion and tight coupling
As constraints are addressed, org gains the ability to
become more adaptive. Teams are more independent
and can act with autonomy. Org can address just-in-
time work arrival due to changing market or product
conditions, or internal strategy pivots.
T H E E X E C U T I V E S
G U I D E
48
STEP ONE
WHY HOW WHAT
Agile transformation
isn’t something that
can be done to an
organization.
They have to be full
participants
Executive Steering
Committee
Transformation
Leadership Team
Holding the
organization
accountable
Remove Impediments
Plan the work
Review Progress
Inspect and Adapt
49
STEP TWO
WHY HOW WHAT
We have to have
some idea of where
we are going before
we start
We will accept the
plan will change
Create a working
hypothesis for
structure, governance,
and metrics
Plan to progressively
elaborate
Transformation
Workshop
Pilot
Broad Organization
Rollout
Create Feedback
Loops
50
STEP THREE
WHY HOW WHAT
We have to be able to
give the organization
some idea of what we
are doing, when, and
how long
Expeditions
Basecamps
Sequenced in Time
What teams are going
to be formed?
What training do they
need?
What coaching do
they need?
When will this all
happen?
51
STEP FOUR
WHY HOW WHAT
Very similar to an agile
release plan, we want
a rolling 90-day, fairly
specific view of what is
going to take place
Transformation
leadership team meets
periodically to plan
forward, assess
progress, and adjust
as necessary
Week by week training
and coaching plans
Detailed resource
planning
Expected activities
and outcomes.
52
STEP FIVE
WHY HOW WHAT
Very similar to a sprint
cycle in Scrum
We want to
periodically assess
progress, retrospect,
and adjust
ELT reviews progress
against strategy and
outcomes
TLT focuses on how
well the plan is moving
along
Scheduled recurring
meetings
Review planning
artifacts
Review metrics
Improvement plans
53
STEP SIX
WHY HOW WHAT
The whole reason we
are doing this is to get
better business
outcomes
This is where we
begin justifying the
investment
Create hypotheses
Conduct experiments
Demonstrate
outcomes
Pivot based on what
we learn
Assessments
Status Reports
Coaching Plans
54
STEP SEVEN
WHY HOW WHAT
We want to be able to
trace improvements in
the system to tangible
business benefits
Business metric
baselines
Regularly show
progress
Update coaching
plans as necessary
Assessment
Outcomes
Transformation
Metrics
Business Metrics
55
STEP EIGHT
WHY HOW WHAT
Our understanding will
evolve throughout the
transformation
Re-assess the End-
State Vision based on
the evolving
understanding
Refine the End-State
Vision and the
Roadmap
56
STEP NINE
WHY HOW WHAT
Letting everyone know
what is going on and
the success of the
program will create
excitement and energy
Regular
communication from
leadership
Be transparent about
progress and
impediments
Town Halls
Executive
Roundtables
Signage
Information Radiators
Cadence of
Accountability
57
STEP TEN
WHY HOW WHAT
Understand what’s in it
for everyone involved
and help them see
where they fit in the
new organization
Clarity
Accountability
Measureable progress
Team assignments
Staffing plans
Job descriptions
Job aids
Communities of
Practice
I N C O N C L U S I O N …
59
• Adopting agile is a systems problem, especially at scale
• Performant organizations are the unit of value
• Change can be planned, measured, and controlled
IN CONCLUSION…
60
RICK AUSTIN
ABOUT ME …
Experience applying agile to
small teams, large
distributed teams, & change
management
Agile Project Management
Volunteer and Leader
Expert in Financial
Services Industry
Georgia State Grad
Agile Transition
Director, Program
Manager
Applications Development
Manager
Director of DevelopmentInformation Technology
Director
rick@leadingagile.com
678.743.1616
www.leadingagile.com
twitter.com/rickaustin
facebook.com/leadingagile
linkedin.com/in/rickdaustin

More Related Content

LeadingAgile Transformation Overview

Editor's Notes

  1. 11. We start with high level requirements that become more detailed as we learn more about the product we are building.  We start with high level architectural representations that emerge toward detailed design as we actually begin developing the working product.  You might think of this as rolling wave planning or progressive elaboration.  The idea is that we plan based on what we know, and plan more as we learn more.  
  2. The first component is teams – the people who build, test, and deliver the products we ship to customers. Agile frameworks assume that we have a team with everyone and everything needed to deliver working, tested, documented, and deployable products. The implications of this assumption are that organizations will have to evaluate whether they are providing their teams with the tools and skill sets required to fulfill the business’ needs. This evaluation may lead to organizations finding that they need to hire people with different skill sets, provide training to their teams, and/ or invest in tools and infrastructure that enables the delivery of working tested product.
  3. The second component of what makes agile frameworks effective is backlogs that are: Appropriately sized Ordered Prioritized Capture all the work needed to deliver end-product Simply having a backlog is only the first step, however. Once a backlog exists, it’s critical to ensure that the backlog truly reflects a deep understanding of priority, customer need, value, risk, and technical feasibility. Good backlogs provide teams with the confidence that they can pull work from the top of the backlog and expect it to be appropriately prioritized, sized, and detailed enough to create a common understanding, and provide clear direction.
  4. The final component of what makes agile frameworks effective is the frequent delivery of working, tested product. In some agile literature, you will see the term “potentially shippable”. The concept of delivering “potentially shippable” product at the end of a given timebox (ideally, at the end of each sprint), requires a shift in how we develop, test, and validate work. In order to be able to ship product at the end of each iteration, we need the following: Deliverables meet acceptance criteria. (Requires strong and continuous collaboration with product owner and stakeholders). Deliverables have been reviewed and approved by product owner/ stakeholders. (Requires having product increments that are demoable and can be experienced by stakeholders). Deliverables have been tested, and are shippable. (Requires having clearly defined practices and tools for testing, for considering work “done”, and for releasing into a production-like environment). One final note on working tested product: Delivering to a production-like environment can be a powerful tool in ensuring that teams are producing increments of value each sprint. It is also a great way to get as much validation done as possible, since there is more at stake than when work stays on teams’ local environment. It is even more powerful to deliver to production, whereby teams start to consider factors like security, load, environment, and other factors that may impact the product in the real world. The decision to release to production is ideally a business decision. This means that the increments of working product should be at a level of stability and “doneness”, and the release environment should be stable enough that there are minimal technical considerations when deciding to release to customers. Rather, the decision should be based on business goals, market positioning, and other factors that impact timing of releasing product.
  5. So, based on the previous slides, the way the 3 things work is by providing a framework and structure for Clarity, Accountability, and Measurable Progress within an organization.
  6. Would you typically go to Basecamp 3 if you weren’t trying to position to slice out Basecamp 4 teams?