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1

Fabio	
  Armani	
  
OpenWare	
  

2

Agenda	
  
•  Agile	
  Development	
  
•  Extended	
  Lean	
  Agile	
  Frameworks	
  
•  Disciplined	
  Agile	
  Development	
  (DAD)	
  
•  Scaling	
  Agile	
  Framework	
  (SAFe)	
  
•  Agility	
  Path	
  +	
  CIF	
  
•  Large-­‐scale	
  Scrum	
  
•  ConsideraEons	
  
•  Conclusion	
  
2

3

Agenda	
  
•  Agile	
  Development	
  
•  Extended	
  Lean	
  Agile	
  Frameworks	
  
•  Disciplined	
  Agile	
  Development	
  (DAD)	
  
•  Scaling	
  Agile	
  Framework	
  (SAFe)	
  
•  Agility	
  Path	
  +	
  CIF	
  
•  Large-­‐scale	
  Scrum	
  
•  ConsideraEons	
  
•  Conclusion	
  
3

4

What	
  Agile	
  is	
  NOT	
  !!	
  

5

Scaling Lean Agile - mini iad 2014

6

Scaling Lean Agile - mini iad 2014

7

Accelerate	
  Eme	
  to	
  market	
  
Managing	
  changing	
  prioriEes	
  
BeMer	
  align	
  IT/Business	
  
Increase	
  producEvity	
  
Enhance	
  soOware	
  quality	
  
Project	
  visibility	
  
Reduce	
  risks	
  

8

Scaling Lean Agile - mini iad 2014

9

Scaling Lean Agile - mini iad 2014

10

Scaling Lean Agile - mini iad 2014

11

Agile	
  Overtakes	
  Waterfall	
  

12

Improve	
  things	
  with	
  Scrum	
  
Remove	
  waste	
  	
  
•  Technical	
  debt	
  	
  
•  Unnecessary	
  documentaEon	
  	
  
•  Unnecessary	
  requirements	
  	
  
•  Unused	
  requirements	
  	
  
•  Architecture	
  that	
  must	
  be	
  
reworked	
  
Improve	
  producEvity	
  	
  
•  Collocated,	
  self-­‐organizing	
  teams	
  	
  
•  Cross-­‐funcEonal	
  teams	
  	
  
•  FTF	
  communicaEons	
  	
  
•  Improved	
  decision	
  making	
  	
  

13

Technical	
  
Prac6ces?	
  Project	
  
Ini6a6on?	
   Release	
  into	
  
Produc6on?	
  
Operate	
  in	
  
Produc6on?	
  Enterprise	
  
Disciplines?	
  
Project	
  
Selec6on?	
  

14

Lean	
  Agile	
  @Enterprise	
  

15

Does	
  Agile	
  Scale?	
  YES	
  
Scaling:	
  
•  The	
  majority	
  of	
  agile	
  teams	
  are	
  geographically	
  distributed	
  in	
  some	
  manner	
  
•  OrganizaEons	
  have	
  reported	
  successful	
  agile	
  programs	
  of	
  500+	
  people	
  
•  One	
  third	
  of	
  agile	
  teams	
  are	
  in	
  regulatory	
  situaEons	
  
•  75%	
  of	
  organizaEons	
  doing	
  agile	
  are	
  doing	
  so	
  on	
  medium	
  complexity	
  or	
  greater	
  projects	
  
•  17%	
  of	
  organizaEons	
  are	
  successfully	
  applying	
  agile	
  in	
  outsourcing	
  situaEons	
  
•  78%	
  of	
  teams	
  are	
  working	
  with	
  legacy	
  systems	
  
•  32%	
  of	
  organizaEons	
  report	
  successful	
  interacEon	
  between	
  enterprise	
  architects	
  and	
  agile	
  
teams	
  
•  11%	
  of	
  organizaEons	
  report	
  that	
  their	
  governance	
  strategy	
  works	
  well	
  with	
  agile	
  teams	
  
(yikes)	
  	
  
	
  
Source:	
  
•  DDJ	
  November	
  2009	
  State	
  of	
  the	
  IT	
  Union	
  Survey,	
  www.ambysoO.com/surveys/	
  	
  

16

Small-­‐scale	
  vs	
  Large-­‐scale	
  

17

Small-­‐scale	
  vs	
  Large-­‐scale	
  

18

Small-­‐scale	
  vs	
  Large-­‐scale	
  

19

Small-­‐scale	
  vs	
  Large-­‐scale	
  

20

Small-­‐scale	
  vs	
  Large-­‐scale	
  

21

Small-­‐scale	
  vs	
  Large-­‐scale	
  

22

Small-­‐scale	
  vs	
  Large-­‐scale	
  

23

Problems	
  of	
  Scaling	
  
§  SoS	
  –	
  Scrum	
  Of	
  Scrums	
  
–  Becomes	
  more	
  difficult	
  aOer	
  6	
  or	
  so	
  Teams	
  
–  Planning	
  &	
  Ceremonial	
  Events	
  conflict	
  
§  Doesn’t	
  really	
  address	
  a	
  Porlolio	
  &	
  Program	
  View	
  
–  SEll	
  thinks	
  of	
  smaller	
  “projects”	
  
–  Planning	
  Roadmap	
  horizons	
  are	
  sEll	
  short	
  
§  Fails	
  to	
  recognize	
  that	
  Waterfall	
  sEll	
  exists	
  
§  Governance	
  &	
  Authority	
  start	
  to	
  fail	
  
–  No	
  Clear	
  Content	
  Authority	
  once	
  you	
  scale	
  to	
  a	
  Program	
  or	
  Porlolio	
  level	
  
–  Who	
  resolves	
  prioriEes	
  across	
  dozens	
  of	
  teams?	
  
–  Who	
  then	
  drives	
  releases?	
  

24

24
Problems	
  of	
  Scaling	
  
§  ReporEng	
  &	
  Metrics	
  aren’t	
  sufficient	
  across	
  large	
  numbers	
  of	
  teams	
  or	
  
programs	
  
§  TradiEonal	
  sources	
  of	
  informaEon	
  (Scrum/Agile	
  Alliance)	
  aren’t	
  mature	
  to	
  
help	
  this	
  
–  Note:	
  In	
  Jan	
  ‘2013	
  Ken	
  Schwaber	
  introduced	
  CIF	
  –	
  ConEnuous	
  Improvement	
  
Framework	
  	
  

25

Agenda	
  
•  Agile	
  Development	
  
•  Extended	
  Lean	
  Agile	
  Frameworks	
  
•  Disciplined	
  Agile	
  Development	
  (DAD)	
  
•  Scaling	
  Agile	
  Framework	
  (SAFe)	
  
•  Agility	
  Path	
  +	
  CIF	
  
•  Large-­‐scale	
  Scrum	
  
•  ConsideraEons	
  
•  Conclusion	
  
25

26

What	
  Should	
  a	
  Scaled	
  Framework	
  
Address?	
  
§  Mul6ple	
  Agile	
  Teams	
  
–  Should	
  be	
  able	
  to	
  handle	
  dozens	
  of	
  teams	
  (Scrum	
  
starts	
  to	
  break	
  around	
  7)	
  
–  IncorporaEon	
  of	
  XP	
  Engineering	
  pracEces	
  
§  Waterfall	
  Teams	
  
–  They	
  sEll	
  exist.	
  Not	
  everything	
  can	
  be	
  Agile	
  
§  Program	
  Level	
  planning	
  and	
  views	
  

27

What	
  Should	
  a	
  Scaled	
  Framework	
  
Address?	
  
§  Governance	
  and	
  shared	
  resources	
  	
  
(like	
  Enterprise/System	
  Architects,	
  UX,	
  etc.)	
  
§  Specialized	
  teams	
  for	
  Release	
  planning,	
  system	
  
integra6on	
  
§  Clear	
  content	
  authority	
  
§  PorPolio	
  Management	
  and	
  the	
  management	
  of	
  
WIP	
  

28

 

29

DAD	
  -­‐	
  Disciplined	
  Agile	
  Delivery	
  

30

The	
  Disciplined	
  Agile	
  Lifecycle:	
  
An	
  extension	
  of	
  Scrum	
  

31

Concept:	
  The	
  Agile	
  3C	
  Rhythm	
  
	
  
Incep6on	
  
	
  
	
  
Coordinate	
  
	
  
Construc6on	
  
	
  
	
  
Collaborate	
  
	
  
Transi6on	
  
	
  
	
  
Conclude	
  
Release rhythm
Itera6on	
  
Planning	
  
	
  
	
  
Coordinate	
  
	
  
Development	
  
	
  
	
  
Collaborate	
  
	
  
Stabilize	
  
	
  
	
  
Conclude	
  
Iteration rhythm
CoordinaEon	
  
MeeEng	
  
	
  
	
  
Coordinate	
  
	
  
Daily	
  work	
  
	
  
	
  
Collaborate	
  
	
  
Stabilize	
  
	
  
	
  
Conclude	
  
Daily rhythm
The Coordinate-Collaborate-Conclude rhythm occurs at several scales on a DAD project:

32

The	
  IncepEon	
  Phase	
  

33

Typical	
  ConstrucEon	
  IteraEon	
  

34

Typical	
  day	
  during	
  construcEon	
  

35

The	
  TransiEon	
  phase	
  

36

* Slide Courtesy of IBM
Agile Scaling Factors

37

DAD	
  -­‐	
  Disciplined	
  Agile	
  Delivery	
  
•  Decision	
  oriented	
  framework	
  

38

 

39

SAFe	
  -­‐	
  Scaled	
  Agile	
  Framework	
  

40

SAFe	
  -­‐	
  Scaled	
  Agile	
  Framework	
  

41

Roots	
  of	
  the	
  Scaled	
  Agile	
  Framework	
  

42

Scaled	
  Agile	
  Framework	
  –	
  Big	
  Picture	
  

43

Agile	
  Teams	
  

44

Scale	
  to	
  Program	
  Level	
  

45

Scale	
  to	
  Porlolio	
  

46

Scaling Lean Agile - mini iad 2014

47

SAFe	
  –	
  Scaling	
  Agile	
  Framework	
  
•  PrescripEve	
  framework	
  

48

DAD	
  vs	
  SAFe	
  

49

Scaling Lean Agile - mini iad 2014

50

Scaling Lean Agile - mini iad 2014

51

Scaling Lean Agile - mini iad 2014

52

Scaling Lean Agile - mini iad 2014

53

 

54

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.
A Matter of Managerial Culture
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

55

Direct Evidence of an Organization’s Value

56

Outcome Is Measured for Direct Evidence Of Value
Current	
  Value	
   Ability	
  to	
  Innovate	
  Time	
  to	
  Market	
  
Release	
  
Frequency	
  
Release	
  
StabilizaEon	
  
Cycle	
  Time	
  
Installed	
  
Version	
  Index	
  
Usage	
  Index	
  
InnovaEon	
  Rate	
  
Defects	
  
Revenue	
  per	
  
Employee	
  
Employee	
  
SaEsfacEon	
  
Customer	
  
SaEsfacEon	
  
Product	
  Cost	
  
RaEo	
  

57

Circumstantial evidence is
evidence that relies on inference to
connect it to a conclusion of fact,
allowing more than one explanation
to be possible:
•  Usually accumulates into a
collection so the pieces become
corroborating evidence.
•  Explanation involving
circumstantial evidence
becomes more valid as proof of
a fact when the alternative
explanations have been ruled.
Entry points to collect circumstantial evidence

58

Diagnosing circumstantial evidence in organizational patterns
Process	
   Produc6vity	
   Value	
   Quality	
   Enterprise	
  
	
  
•  Scrum	
  
•  Self-­‐
organizaEon	
  
•  Product	
  
Backlog	
  
•  Sprint	
  
Planning	
  
•  Daily	
  Scrum	
  
•  Sprint	
  Review	
  
•  Sprint	
  
RetrospecEve	
  
•  Scaling	
  Scrum	
  
•  DefiniEon	
  of	
  
Done	
  
•  TesEng	
  
•  Clean	
  code	
  
•  Test-­‐Driven	
  
development	
  
•  ConEnuous	
  
IntegraEon	
  
•  Emergent	
  
Architecture	
  
•  Accountability	
  
•  Transparency	
  
•  Product	
  Backlog	
  
•  Alignment	
  
•  Release	
  planning	
  
and	
  orientaEon	
  
•  Porlolio	
  
Management	
  
•  Engineering	
  
standards	
  
•  Architecture	
  
•  QA	
  
•  ALM	
  
•  CommunicaEon	
  
•  OrganizaEon	
  	
  
•  Culture	
  
•  People	
  
PracEces	
  
•  Sales	
  
•  Lean	
  

59

Relating value to organizational patterns
Informs	
  priority	
  Measure
Diagnose
Improve
Influences	
  Outcomes	
  
More at http://evidencebasedmanagement.org

60

EBM measures the
value of the
organization. EBM	
  

61

EBM diagnoses
likely contributors,
and discovers
capabilities
you can build on.
EBM	
  

62

EBM helps you
improve by
using evidence as
a driver of change
EBM	
  

63

Agility Path implements
Evidence-Based
Management
Repeat	
  

64

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

65

Agility	
  Path	
  Events	
  
•  Sprint
•  Sprint Planning
–  Functional Change
–  Sprint Goal
•  Weekly Scrum
•  Evaluation
–  Sprint Review
–  Sprint Retrospective

66

Agility	
  Path	
  ArEfacts	
  
•  Practice Backlog
•  Sprint Backlog
•  Evaluation Backlog
•  Increment of Change

67

Agility	
  Path	
  Metrics	
  
•  Agility Index
•  Agility Acceleration

68

Scaling Lean Agile - mini iad 2014

69

Scale	
  Scrum	
  Beyond	
  Your	
  Team	
  
•  “We	
  have	
  worked	
  with	
  thousand	
  of	
  organizaEons	
  that	
  are	
  
aMempEng	
  to	
  become	
  more	
  effecEve	
  and	
  more	
  agile.	
  
•  They	
  usually	
  start	
  by	
  implemenEng	
  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	
  
organizaEon.”	
  

70

Scaling Lean Agile - mini iad 2014

71

CIF	
  Overview	
  
•  CIF	
  consists	
  of	
  two	
  interacEng	
  processes:	
  product	
  
development	
  and	
  con6nuous	
  improvement.	
  

72

Product	
  Development	
  Process	
  
•  The	
  CIF	
  product	
  development	
  process	
  lays	
  out	
  the	
  flow	
  of	
  
work	
  through	
  the	
  major	
  product	
  development	
  funcEons	
  of	
  
product	
  management,	
  program	
  management,	
  and	
  product	
  
development,	
  based	
  on	
  Scrum.	
  
•  These	
  are	
  then	
  integrated	
  into	
  porlolio	
  and	
  product	
  family	
  
management	
  for	
  mulEple	
  products	
  and	
  systems.	
  
•  The	
  work	
  flows	
  into	
  and	
  out	
  of	
  the	
  Product	
  Backlog.	
  

73

ConEnuous	
  Improvement	
  Process	
  	
  
•  The	
  CIF	
  con6nuous	
  improvement	
  process	
  implements	
  new	
  
agile	
  pracEces	
  into	
  the	
  product	
  development	
  process.	
  It	
  
periodically	
  captures	
  metrics	
  and	
  pracEce	
  usage.	
  
•  PaMerns	
  of	
  metrics	
  and	
  pracEces	
  are	
  assessed	
  for	
  dysfuncEon	
  
and	
  effecEveness.	
  
•  Your	
  overall	
  agility	
  is	
  compared	
  to	
  that	
  in	
  other	
  organizaEons.	
  
•  Ways	
  to	
  increase	
  the	
  effecEveness	
  for	
  conEnuous	
  
improvement	
  are	
  devised	
  and	
  applied.	
  

74

Process	
  InteracEon	
  	
  
•  CIF	
  is	
  oriented	
  around	
  two	
  databases:	
  	
  
–  Metrics	
  -­‐	
  are	
  implanted	
  in	
  the	
  product	
  development	
  process	
  and	
  a	
  baseline	
  is	
  created.	
  
Processes	
  are	
  periodically	
  sampled	
  to	
  measure	
  change	
  in	
  producEvity,	
  quality,	
  value,	
  
agility,	
  and	
  key	
  performance	
  indicators.	
  
–  Prac6ces	
  -­‐	
  that	
  maximize	
  value	
  and	
  eliminate	
  waste	
  are	
  applied	
  to	
  change	
  your	
  current	
  
processes.	
  They	
  are	
  organized	
  by	
  the	
  business	
  funcEons	
  of	
  product	
  development,	
  sales,	
  
markeEng,	
  finance,	
  human	
  resources,	
  and	
  customer	
  support.	
  These	
  pracEces	
  are	
  
ordered	
  and	
  tracked	
  in	
  the	
  pracEce	
  backlog	
  so	
  their	
  progressive	
  adaptaEon	
  and	
  
implementaEon	
  conEnuously	
  improve	
  your	
  organizaEon,	
  as	
  reported	
  by	
  the	
  metrics.	
  
PracEce	
  details	
  are	
  referenced	
  from	
  a	
  pracEce	
  database.	
  	
  

75

 

76

Scaling	
  Lean	
  &	
  Agile	
  Development	
  

77

Scaling	
  Lean	
  &	
  Agile	
  Development	
  
•  Large	
  Scale	
  Scrum	
  is	
  Scrum:	
  change	
  implicaEons	
  
•  Fractal	
  structure	
  
•  Feature	
  teams	
  vs	
  Components	
  Teams	
  
•  Lean	
  Concepts	
  and	
  Principles	
  
•  Complex	
  Systems	
  
•  Queues	
  theory	
  

78

Scaling Lean Agile - mini iad 2014

79

Scaling Lean Agile - mini iad 2014

80

Scaling Lean Agile - mini iad 2014

81

Scaling Lean Agile - mini iad 2014

82

Scaled	
  Lean	
  &	
  Agile	
  
•  Empirical	
  oriented	
  framework	
  

83

Agenda	
  
•  Agile	
  Development	
  
•  Extended	
  Lean	
  Agile	
  Frameworks	
  
•  Disciplined	
  Agile	
  Development	
  (DAD)	
  
•  Scaling	
  Agile	
  Framework	
  (SAFe)	
  
•  Agility	
  Path	
  +	
  CIF	
  
•  Large-­‐scale	
  Scrum	
  
•  Considera6ons	
  
•  Conclusion	
  

84

Scaling Lean Agile - mini iad 2014

85

Ken Schwaber

86

Ken Schwaber
co-founder of Scrum

87

unSAFe	
  at	
  any	
  speed	
  
Many	
  organizaEons	
  will	
  open	
  their	
  checkbooks	
  
for	
  SAFe	
  and	
  its	
  partners.	
  I	
  suggest	
  that	
  they	
  
measure	
  the	
  improvement,	
  as	
  that	
  is	
  the	
  job	
  of	
  
management.	
  Investments	
  are	
  supposed	
  to	
  
have	
  returns.	
  	
  
Ken	
  Schwaber	
  

88

unSAFe	
  at	
  any	
  speed	
  
•  Measure:	
  
–  Cycle	
  Eme	
  –	
  quickest	
  Eme	
  to	
  get	
  one	
  feature	
  out	
  
–  Release	
  cycle	
  –	
  Eme	
  to	
  get	
  a	
  release	
  out	
  
–  Defects	
  	
  –	
  change	
  in	
  defects	
  
–  ProducEvity	
  –	
  normalized	
  effort	
  to	
  get	
  a	
  unit	
  of	
  funcEonality	
  “done”	
  
–  StabilizaEon	
  –	
  aOer	
  code	
  complete,	
  	
  %	
  of	
  a	
  release	
  is	
  spent	
  stabilizing	
  before	
  release	
  
–  Customer	
  saEsfacEon	
  –	
  up	
  or	
  down	
  
–  Employee	
  saEsfacEon	
  –	
  up	
  or	
  down	
  

89

unSAFe	
  at	
  any	
  speed	
  
•  A	
  core	
  premise	
  of	
  Agile	
  is	
  that	
  the	
  people	
  doing	
  the	
  work	
  are	
  the	
  people	
  
who	
  can	
  best	
  figure	
  out	
  how	
  to	
  do	
  it.	
  
•  The	
  job	
  of	
  management	
  is	
  to	
  do	
  anything	
  to	
  help	
  them	
  do	
  so,	
  not	
  
suffocate	
  them	
  with	
  SAFe!	
  
Ken	
  Schwaber	
  

90

Scaling Lean Agile - mini iad 2014

91

Abandoning	
  a	
  Process-­‐Centric	
  
Approach	
  to	
  Improvement	
  	
  
David J. Anderson

92

Kanban	
  >	
  anE-­‐SAFe	
  
The	
  Kanban	
  Method	
  will	
  coexist	
  with	
  SAFe	
  in	
  the	
  
marketplace.	
  People	
  will	
  choose	
  between	
  a	
  modern	
  
21st	
  Century	
  approach	
  to	
  complex	
  situaEons	
  or	
  a	
  
familiar	
  20th	
  Century	
  approach	
  to	
  change	
  and	
  their	
  
soOware	
  engineering	
  processes.	
  Choice	
  is	
  good	
  in	
  a	
  
marketplace!	
  Kanban	
  offers	
  a	
  counter-­‐intuiEve	
  
innovaEve	
  modern	
  approach.	
  SAFe	
  offers	
  something	
  
familiar.	
  	
  
David	
  J.	
  Anderson	
  

93

Kanban	
  >	
  anE-­‐SAFe	
  
Coexistence	
  of	
  SAFe	
  and	
  Kanban	
  is	
  a	
  good	
  thing.	
  
Providing	
  alternaEve	
  approaches	
  to	
  large	
  scale	
  
business	
  agility	
  is	
  a	
  good	
  thing.	
  Both	
  approaches	
  will	
  
carry	
  the	
  label	
  "Agile."	
  Both	
  will	
  be	
  marketed	
  as	
  
soluEons	
  scaling	
  Agile.	
  	
  

94

Kanban	
  >	
  anE-­‐SAFe	
  
Coexistence	
  of	
  SAFe	
  and	
  Kanban	
  is	
  a	
  good	
  thing.	
  
Providing	
  alternaEve	
  approaches	
  to	
  large	
  scale	
  
business	
  agility	
  is	
  a	
  good	
  thing.	
  Both	
  approaches	
  will	
  
carry	
  the	
  label	
  "Agile."	
  Both	
  will	
  be	
  marketed	
  as	
  
soluEons	
  scaling	
  Agile.	
  I	
  believe	
  there	
  is	
  considerable	
  
irony	
  in	
  that.	
  	
  
David	
  J.	
  Anderson	
  

95

Dave Snowden
father of Cynefin Framework

96

SAFe:	
  the	
  infan9lism	
  of	
  management	
  
Dave Snowden

97

SAFe	
  :	
  infanElism	
  of	
  …	
  
Put	
  brutally	
  SAFe	
  seemed	
  to	
  be	
  PRINCE	
  II	
  camouflaged	
  
in	
  Agile	
  language.	
  SCRUM	
  as	
  an	
  approach	
  was	
  
emasculated	
  in	
  a	
  small	
  box	
  to	
  the	
  boMom	
  right	
  of	
  a	
  
hugely	
  overcomplicated	
  linear	
  model.	
  The	
  grandiose	
  
name	
  of	
  a	
  dependency	
  map	
  was	
  applied	
  to	
  something	
  
which	
  is	
  no	
  different	
  from	
  a	
  PERT	
  chart	
  and	
  in	
  general	
  
what	
  we	
  had	
  is	
  an	
  old	
  stale	
  wine	
  forced	
  into	
  shiny	
  new	
  
wineskins.	
  	
  
Dave	
  Snowden	
  

98

SAFe	
  :	
  infanElism	
  of	
  …	
  
My	
  strong	
  and	
  increasingly	
  passionate	
  argument	
  was	
  
that	
  SAFe	
  is	
  not	
  only	
  a	
  betrayal	
  of	
  the	
  promise	
  offered	
  
by	
  AGILE	
  but	
  is	
  a	
  massive	
  retrograde	
  step	
  giving	
  the	
  
managerial	
  class	
  an	
  excuse	
  to	
  avoid	
  any	
  significant	
  
change.	
  
Dave	
  Snowden	
  

99

SAFe	
  :	
  infanElism	
  of	
  …	
  
…	
  Such	
  excuses	
  abound	
  and	
  allowing	
  these	
  false	
  linear	
  
models	
  to	
  perpetuate	
  themselves	
  is	
  a	
  form	
  of	
  
infanElism,	
  a	
  failure	
  to	
  carry	
  through	
  on	
  the	
  need	
  for	
  
change.	
  In	
  parEcular	
  the	
  failure	
  to	
  realize	
  that	
  soOware	
  
development	
  needs	
  to	
  be	
  seen	
  as	
  a	
  service	
  and	
  as	
  an	
  
ecology	
  not	
  as	
  a	
  manufacturing	
  process.	
  
Dave	
  Snowden	
  

100

A	
  possible	
  way	
  …	
  

101

Scaling Lean Agile - mini iad 2014

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Scaling Lean Agile - mini iad 2014

103

Scaling Lean Agile - mini iad 2014

104

Scaling Lean Agile - mini iad 2014

105

Scaling Lean Agile - mini iad 2014

106

Scaling Lean Agile - mini iad 2014

107

Scaling Lean Agile - mini iad 2014

108

100%	
  predictability	
  =	
  
0%	
  innova6on	
  

109

Scaling Lean Agile - mini iad 2014

110

Value	
  &	
  Impact	
  >	
  Velocity	
  

111

Scaling Lean Agile - mini iad 2014

112

Scaling Lean Agile - mini iad 2014

113

Scaling Lean Agile - mini iad 2014

114

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	
  organizaEon	
  are	
  commiMed	
  to	
  
it.	
  
•  You	
  are	
  the	
  culture.	
  
–  Model	
  the	
  behavior	
  you	
  want	
  to	
  see.	
  

115

Lean	
  from	
  the	
  trenches	
  

116

Lean	
  Mindset	
  

117

Agility	
  AdopEon	
  Rather	
  Than	
  
Agile	
  At	
  Scale	
  

118

Scaling Lean Agile - mini iad 2014

119

Scaling Lean Agile - mini iad 2014

120

Keep	
  the	
  values,	
  keep	
  the	
  principles,	
  
think	
  for	
  yourself.	
  	
  

121

Keep	
  the	
  values,	
  keep	
  the	
  principles,	
  
think	
  for	
  yourself.	
  	
  

122

Keep	
  the	
  values,	
  keep	
  the	
  principles,	
  
think	
  for	
  yourself!	
  	
  
Ken Schwaber

123

Scaling Lean Agile - mini iad 2014

124

Agenda	
  
•  Agile	
  Development	
  
•  Extended	
  Lean	
  Agile	
  Frameworks	
  
•  Disciplined	
  Agile	
  Development	
  (DAD)	
  
•  Scaling	
  Agile	
  Framework	
  (SAFe)	
  
•  Agility	
  Path	
  +	
  CIF	
  
•  Large-­‐scale	
  Scrum	
  
•  ConsideraEons	
  
•  Conclusion	
  
124

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Scaling Lean Agile - mini iad 2014

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Scaling Lean Agile - mini iad 2014

More Related Content

Scaling Lean Agile - mini iad 2014

  • 2. Agenda   •  Agile  Development   •  Extended  Lean  Agile  Frameworks   •  Disciplined  Agile  Development  (DAD)   •  Scaling  Agile  Framework  (SAFe)   •  Agility  Path  +  CIF   •  Large-­‐scale  Scrum   •  ConsideraEons   •  Conclusion   2
  • 3. Agenda   •  Agile  Development   •  Extended  Lean  Agile  Frameworks   •  Disciplined  Agile  Development  (DAD)   •  Scaling  Agile  Framework  (SAFe)   •  Agility  Path  +  CIF   •  Large-­‐scale  Scrum   •  ConsideraEons   •  Conclusion   3
  • 4. What  Agile  is  NOT  !!  
  • 7. Accelerate  Eme  to  market   Managing  changing  prioriEes   BeMer  align  IT/Business   Increase  producEvity   Enhance  soOware  quality   Project  visibility   Reduce  risks  
  • 12. Improve  things  with  Scrum   Remove  waste     •  Technical  debt     •  Unnecessary  documentaEon     •  Unnecessary  requirements     •  Unused  requirements     •  Architecture  that  must  be   reworked   Improve  producEvity     •  Collocated,  self-­‐organizing  teams     •  Cross-­‐funcEonal  teams     •  FTF  communicaEons     •  Improved  decision  making    
  • 13. Technical   Prac6ces?  Project   Ini6a6on?   Release  into   Produc6on?   Operate  in   Produc6on?  Enterprise   Disciplines?   Project   Selec6on?  
  • 15. Does  Agile  Scale?  YES   Scaling:   •  The  majority  of  agile  teams  are  geographically  distributed  in  some  manner   •  OrganizaEons  have  reported  successful  agile  programs  of  500+  people   •  One  third  of  agile  teams  are  in  regulatory  situaEons   •  75%  of  organizaEons  doing  agile  are  doing  so  on  medium  complexity  or  greater  projects   •  17%  of  organizaEons  are  successfully  applying  agile  in  outsourcing  situaEons   •  78%  of  teams  are  working  with  legacy  systems   •  32%  of  organizaEons  report  successful  interacEon  between  enterprise  architects  and  agile   teams   •  11%  of  organizaEons  report  that  their  governance  strategy  works  well  with  agile  teams   (yikes)       Source:   •  DDJ  November  2009  State  of  the  IT  Union  Survey,  www.ambysoO.com/surveys/    
  • 23. Problems  of  Scaling   §  SoS  –  Scrum  Of  Scrums   –  Becomes  more  difficult  aOer  6  or  so  Teams   –  Planning  &  Ceremonial  Events  conflict   §  Doesn’t  really  address  a  Porlolio  &  Program  View   –  SEll  thinks  of  smaller  “projects”   –  Planning  Roadmap  horizons  are  sEll  short   §  Fails  to  recognize  that  Waterfall  sEll  exists   §  Governance  &  Authority  start  to  fail   –  No  Clear  Content  Authority  once  you  scale  to  a  Program  or  Porlolio  level   –  Who  resolves  prioriEes  across  dozens  of  teams?   –  Who  then  drives  releases?  
  • 24. 24 Problems  of  Scaling   §  ReporEng  &  Metrics  aren’t  sufficient  across  large  numbers  of  teams  or   programs   §  TradiEonal  sources  of  informaEon  (Scrum/Agile  Alliance)  aren’t  mature  to   help  this   –  Note:  In  Jan  ‘2013  Ken  Schwaber  introduced  CIF  –  ConEnuous  Improvement   Framework    
  • 25. Agenda   •  Agile  Development   •  Extended  Lean  Agile  Frameworks   •  Disciplined  Agile  Development  (DAD)   •  Scaling  Agile  Framework  (SAFe)   •  Agility  Path  +  CIF   •  Large-­‐scale  Scrum   •  ConsideraEons   •  Conclusion   25
  • 26. What  Should  a  Scaled  Framework   Address?   §  Mul6ple  Agile  Teams   –  Should  be  able  to  handle  dozens  of  teams  (Scrum   starts  to  break  around  7)   –  IncorporaEon  of  XP  Engineering  pracEces   §  Waterfall  Teams   –  They  sEll  exist.  Not  everything  can  be  Agile   §  Program  Level  planning  and  views  
  • 27. What  Should  a  Scaled  Framework   Address?   §  Governance  and  shared  resources     (like  Enterprise/System  Architects,  UX,  etc.)   §  Specialized  teams  for  Release  planning,  system   integra6on   §  Clear  content  authority   §  PorPolio  Management  and  the  management  of   WIP  
  • 28.  
  • 29. DAD  -­‐  Disciplined  Agile  Delivery  
  • 30. The  Disciplined  Agile  Lifecycle:   An  extension  of  Scrum  
  • 31. Concept:  The  Agile  3C  Rhythm     Incep6on       Coordinate     Construc6on       Collaborate     Transi6on       Conclude   Release rhythm Itera6on   Planning       Coordinate     Development       Collaborate     Stabilize       Conclude   Iteration rhythm CoordinaEon   MeeEng       Coordinate     Daily  work       Collaborate     Stabilize       Conclude   Daily rhythm The Coordinate-Collaborate-Conclude rhythm occurs at several scales on a DAD project:
  • 34. Typical  day  during  construcEon  
  • 36. * Slide Courtesy of IBM Agile Scaling Factors
  • 37. DAD  -­‐  Disciplined  Agile  Delivery   •  Decision  oriented  framework  
  • 38.  
  • 39. SAFe  -­‐  Scaled  Agile  Framework  
  • 40. SAFe  -­‐  Scaled  Agile  Framework  
  • 41. Roots  of  the  Scaled  Agile  Framework  
  • 42. Scaled  Agile  Framework  –  Big  Picture  
  • 44. Scale  to  Program  Level  
  • 47. SAFe  –  Scaling  Agile  Framework   •  PrescripEve  framework  
  • 53.  
  • 54. 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. A Matter of Managerial Culture 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
  • 55. Direct Evidence of an Organization’s Value
  • 56. Outcome Is Measured for Direct Evidence Of Value Current  Value   Ability  to  Innovate  Time  to  Market   Release   Frequency   Release   StabilizaEon   Cycle  Time   Installed   Version  Index   Usage  Index   InnovaEon  Rate   Defects   Revenue  per   Employee   Employee   SaEsfacEon   Customer   SaEsfacEon   Product  Cost   RaEo  
  • 57. Circumstantial evidence is evidence that relies on inference to connect it to a conclusion of fact, allowing more than one explanation to be possible: •  Usually accumulates into a collection so the pieces become corroborating evidence. •  Explanation involving circumstantial evidence becomes more valid as proof of a fact when the alternative explanations have been ruled. Entry points to collect circumstantial evidence
  • 58. Diagnosing circumstantial evidence in organizational patterns Process   Produc6vity   Value   Quality   Enterprise     •  Scrum   •  Self-­‐ organizaEon   •  Product   Backlog   •  Sprint   Planning   •  Daily  Scrum   •  Sprint  Review   •  Sprint   RetrospecEve   •  Scaling  Scrum   •  DefiniEon  of   Done   •  TesEng   •  Clean  code   •  Test-­‐Driven   development   •  ConEnuous   IntegraEon   •  Emergent   Architecture   •  Accountability   •  Transparency   •  Product  Backlog   •  Alignment   •  Release  planning   and  orientaEon   •  Porlolio   Management   •  Engineering   standards   •  Architecture   •  QA   •  ALM   •  CommunicaEon   •  OrganizaEon     •  Culture   •  People   PracEces   •  Sales   •  Lean  
  • 59. Relating value to organizational patterns Informs  priority  Measure Diagnose Improve Influences  Outcomes   More at http://evidencebasedmanagement.org
  • 60. EBM measures the value of the organization. EBM  
  • 61. EBM diagnoses likely contributors, and discovers capabilities you can build on. EBM  
  • 62. EBM helps you improve by using evidence as a driver of change EBM  
  • 64. 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
  • 65. Agility  Path  Events   •  Sprint •  Sprint Planning –  Functional Change –  Sprint Goal •  Weekly Scrum •  Evaluation –  Sprint Review –  Sprint Retrospective
  • 66. Agility  Path  ArEfacts   •  Practice Backlog •  Sprint Backlog •  Evaluation Backlog •  Increment of Change
  • 67. Agility  Path  Metrics   •  Agility Index •  Agility Acceleration
  • 69. Scale  Scrum  Beyond  Your  Team   •  “We  have  worked  with  thousand  of  organizaEons  that  are   aMempEng  to  become  more  effecEve  and  more  agile.   •  They  usually  start  by  implemenEng  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   organizaEon.”  
  • 71. CIF  Overview   •  CIF  consists  of  two  interacEng  processes:  product   development  and  con6nuous  improvement.  
  • 72. Product  Development  Process   •  The  CIF  product  development  process  lays  out  the  flow  of   work  through  the  major  product  development  funcEons  of   product  management,  program  management,  and  product   development,  based  on  Scrum.   •  These  are  then  integrated  into  porlolio  and  product  family   management  for  mulEple  products  and  systems.   •  The  work  flows  into  and  out  of  the  Product  Backlog.  
  • 73. ConEnuous  Improvement  Process     •  The  CIF  con6nuous  improvement  process  implements  new   agile  pracEces  into  the  product  development  process.  It   periodically  captures  metrics  and  pracEce  usage.   •  PaMerns  of  metrics  and  pracEces  are  assessed  for  dysfuncEon   and  effecEveness.   •  Your  overall  agility  is  compared  to  that  in  other  organizaEons.   •  Ways  to  increase  the  effecEveness  for  conEnuous   improvement  are  devised  and  applied.  
  • 74. Process  InteracEon     •  CIF  is  oriented  around  two  databases:     –  Metrics  -­‐  are  implanted  in  the  product  development  process  and  a  baseline  is  created.   Processes  are  periodically  sampled  to  measure  change  in  producEvity,  quality,  value,   agility,  and  key  performance  indicators.   –  Prac6ces  -­‐  that  maximize  value  and  eliminate  waste  are  applied  to  change  your  current   processes.  They  are  organized  by  the  business  funcEons  of  product  development,  sales,   markeEng,  finance,  human  resources,  and  customer  support.  These  pracEces  are   ordered  and  tracked  in  the  pracEce  backlog  so  their  progressive  adaptaEon  and   implementaEon  conEnuously  improve  your  organizaEon,  as  reported  by  the  metrics.   PracEce  details  are  referenced  from  a  pracEce  database.    
  • 75.  
  • 76. Scaling  Lean  &  Agile  Development  
  • 77. Scaling  Lean  &  Agile  Development   •  Large  Scale  Scrum  is  Scrum:  change  implicaEons   •  Fractal  structure   •  Feature  teams  vs  Components  Teams   •  Lean  Concepts  and  Principles   •  Complex  Systems   •  Queues  theory  
  • 82. Scaled  Lean  &  Agile   •  Empirical  oriented  framework  
  • 83. Agenda   •  Agile  Development   •  Extended  Lean  Agile  Frameworks   •  Disciplined  Agile  Development  (DAD)   •  Scaling  Agile  Framework  (SAFe)   •  Agility  Path  +  CIF   •  Large-­‐scale  Scrum   •  Considera6ons   •  Conclusion  
  • 87. unSAFe  at  any  speed   Many  organizaEons  will  open  their  checkbooks   for  SAFe  and  its  partners.  I  suggest  that  they   measure  the  improvement,  as  that  is  the  job  of   management.  Investments  are  supposed  to   have  returns.     Ken  Schwaber  
  • 88. unSAFe  at  any  speed   •  Measure:   –  Cycle  Eme  –  quickest  Eme  to  get  one  feature  out   –  Release  cycle  –  Eme  to  get  a  release  out   –  Defects    –  change  in  defects   –  ProducEvity  –  normalized  effort  to  get  a  unit  of  funcEonality  “done”   –  StabilizaEon  –  aOer  code  complete,    %  of  a  release  is  spent  stabilizing  before  release   –  Customer  saEsfacEon  –  up  or  down   –  Employee  saEsfacEon  –  up  or  down  
  • 89. unSAFe  at  any  speed   •  A  core  premise  of  Agile  is  that  the  people  doing  the  work  are  the  people   who  can  best  figure  out  how  to  do  it.   •  The  job  of  management  is  to  do  anything  to  help  them  do  so,  not   suffocate  them  with  SAFe!   Ken  Schwaber  
  • 91. Abandoning  a  Process-­‐Centric   Approach  to  Improvement     David J. Anderson
  • 92. Kanban  >  anE-­‐SAFe   The  Kanban  Method  will  coexist  with  SAFe  in  the   marketplace.  People  will  choose  between  a  modern   21st  Century  approach  to  complex  situaEons  or  a   familiar  20th  Century  approach  to  change  and  their   soOware  engineering  processes.  Choice  is  good  in  a   marketplace!  Kanban  offers  a  counter-­‐intuiEve   innovaEve  modern  approach.  SAFe  offers  something   familiar.     David  J.  Anderson  
  • 93. Kanban  >  anE-­‐SAFe   Coexistence  of  SAFe  and  Kanban  is  a  good  thing.   Providing  alternaEve  approaches  to  large  scale   business  agility  is  a  good  thing.  Both  approaches  will   carry  the  label  "Agile."  Both  will  be  marketed  as   soluEons  scaling  Agile.    
  • 94. Kanban  >  anE-­‐SAFe   Coexistence  of  SAFe  and  Kanban  is  a  good  thing.   Providing  alternaEve  approaches  to  large  scale   business  agility  is  a  good  thing.  Both  approaches  will   carry  the  label  "Agile."  Both  will  be  marketed  as   soluEons  scaling  Agile.  I  believe  there  is  considerable   irony  in  that.     David  J.  Anderson  
  • 95. Dave Snowden father of Cynefin Framework
  • 96. SAFe:  the  infan9lism  of  management   Dave Snowden
  • 97. SAFe  :  infanElism  of  …   Put  brutally  SAFe  seemed  to  be  PRINCE  II  camouflaged   in  Agile  language.  SCRUM  as  an  approach  was   emasculated  in  a  small  box  to  the  boMom  right  of  a   hugely  overcomplicated  linear  model.  The  grandiose   name  of  a  dependency  map  was  applied  to  something   which  is  no  different  from  a  PERT  chart  and  in  general   what  we  had  is  an  old  stale  wine  forced  into  shiny  new   wineskins.     Dave  Snowden  
  • 98. SAFe  :  infanElism  of  …   My  strong  and  increasingly  passionate  argument  was   that  SAFe  is  not  only  a  betrayal  of  the  promise  offered   by  AGILE  but  is  a  massive  retrograde  step  giving  the   managerial  class  an  excuse  to  avoid  any  significant   change.   Dave  Snowden  
  • 99. SAFe  :  infanElism  of  …   …  Such  excuses  abound  and  allowing  these  false  linear   models  to  perpetuate  themselves  is  a  form  of   infanElism,  a  failure  to  carry  through  on  the  need  for   change.  In  parEcular  the  failure  to  realize  that  soOware   development  needs  to  be  seen  as  a  service  and  as  an   ecology  not  as  a  manufacturing  process.   Dave  Snowden  
  • 100. A  possible  way  …  
  • 108. 100%  predictability  =   0%  innova6on  
  • 110. Value  &  Impact  >  Velocity  
  • 114. 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  organizaEon  are  commiMed  to   it.   •  You  are  the  culture.   –  Model  the  behavior  you  want  to  see.  
  • 115. Lean  from  the  trenches  
  • 117. Agility  AdopEon  Rather  Than   Agile  At  Scale  
  • 120. Keep  the  values,  keep  the  principles,   think  for  yourself.    
  • 121. Keep  the  values,  keep  the  principles,   think  for  yourself.    
  • 122. Keep  the  values,  keep  the  principles,   think  for  yourself!     Ken Schwaber
  • 124. Agenda   •  Agile  Development   •  Extended  Lean  Agile  Frameworks   •  Disciplined  Agile  Development  (DAD)   •  Scaling  Agile  Framework  (SAFe)   •  Agility  Path  +  CIF   •  Large-­‐scale  Scrum   •  ConsideraEons   •  Conclusion   124