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Teaching an Elephant to Dance
Patterns and Practices for ScalingAgility
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Steve PovilaitisEnterprise Agile [email protected]://www.linkedin.com/in/stevepov/Twitter: @stevepov
Agenda
• Why is it hard?• Agile at Scale• A Model of Agile Transformation
Luck is not a factor. Hope is not a strategy. Fear is not an option.
• Why is it hard?• Agile at Scale• A Model of Agile Transformation
Agenda
• Why is it hard?• Agile at Scale• A Model of Agile Transformation
Luck is not a factor. Hope is not a strategy. Fear is not an option.
• Why is it hard?• Agile at Scale• A Model of Agile Transformation
Agenda
• Why is it hard?• Agile at Scale• A Model of Agile Transformation
Luck is not a factor. Hope is not a strategy. Fear is not an option.
• Why is it hard?• Agile at Scale• A Model of Agile Transformation
Why is it hard?
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Why is it hard?
Agile is optimized for small teams
Luck is not a factor. Hope is not a strategy. Fear is not an option.
User Stories are too small in an EnterpriseContext
Luck is not a factor. Hope is not a strategy. Fear is not an option.
User Stories are too small in an EnterpriseContext
Multiple teams introduce dependenciesand coordination challenges
Team
Team
TeamTeam
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
Team TeamTeam
Team Team Team Team
It’s hard when…
We show what it looks like
But Not
How organizations will get there safely
Luck is not a factor. Hope is not a strategy. Fear is not an option.
We show what it looks like
But Not
How organizations will get there safely
Safety
• Successfully do your job• Feed your family / Kids in college• Viable over time
Luck is not a factor. Hope is not a strategy. Fear is not an option.
You have to align various perspectives
Executive
Management
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Management
Performer
Safety is different depending on yourperspective
Executive
Management
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Management
Performer• Supported• Possible• Demonstrate success
• Supported• Possible• Demonstrate success
Safety is different depending on yourperspective
Executive
Management• Role clarity• Success is measurable• Maintain organizational influence
• Role clarity• Success is measurable• Maintain organizational influence
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Management
Performer• Supported• Possible• Demonstrate success
• Supported• Possible• Demonstrate success
• Role clarity• Success is measurable• Maintain organizational influence
• Role clarity• Success is measurable• Maintain organizational influence
Safety is different depending on yourperspective
Executive
Management• Role clarity• Success is measurable• Maintain organizational influence
• Role clarity• Success is measurable• Maintain organizational influence
• Operational model aligned with the strategy• Credible plan• Demonstrate progress
• Operational model aligned with the strategy• Credible plan• Demonstrate progress
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Management
Performer• Supported• Possible• Demonstrate success
• Supported• Possible• Demonstrate success
• Role clarity• Success is measurable• Maintain organizational influence
• Role clarity• Success is measurable• Maintain organizational influence
Agile at Scale
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Agile at Scale
Different Teams forDifferent Jobs
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Different Teams forDifferent Jobs
Luck is not a factor. Hope is not a strategy. Fear is not an option.
TeamServices Teams – These teams support commonservices across product lines. These teamssupport the needs of the product teams.
Product Teams – These teams integrate servicesand write customer facing features. This is theproto-typical Scrum team.
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
TeamProduct Teams – These teams integrate servicesand write customer facing features. This is theproto-typical Scrum team.
Services Teams – These teams support commonservices across product lines. These teamssupport the needs of the product teams.
TeamPrograms Teams – These teams definerequirements, set technical direction, andprovide context and coordination.
Product Teams – These teams integrate servicesand write customer facing features. This is theproto-typical Scrum team.
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
TeamProduct Teams – These teams integrate servicesand write customer facing features. This is theproto-typical Scrum team.
Services Teams – These teams support commonservices across product lines. These teamssupport the needs of the product teams.
Team
TeamPortfolio Teams – These teams govern theportfolio and make sure that work is movingthrough the system.
Programs Teams – These teams definerequirements, set technical direction, andprovide context and coordination.
Product Teams – These teams integrate servicesand write customer facing features. This is theproto-typical Scrum team.
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
TeamProduct Teams – These teams integrate servicesand write customer facing features. This is theproto-typical Scrum team.
Services Teams – These teams support commonservices across product lines. These teamssupport the needs of the product teams.
Product &ServicesTeams
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
Team TeamTeam
Team Team Team Team
Product &ServicesTeams
Product &ServicesTeams
Scrum
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
Team TeamTeam
Team Team Team Team
Product &ServicesTeams
Scrum
Team TeamTeam
Product &ServicesTeams
ProgramTeams
Scrum
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
Team TeamTeam
Team Team Team Team
Product &ServicesTeams
Scrum
Team TeamTeam
Product &ServicesTeams
ProgramTeams
Scrum
Kanban
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
Team TeamTeam
Team Team Team Team
Product &ServicesTeams
Scrum
Team
Team
TeamTeam
Product &ServicesTeams
ProgramTeams
PortfolioTeams
Scrum
Kanban
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
Team TeamTeam
Team Team Team Team
Product &ServicesTeams
Scrum
Team
Team
TeamTeam
Product &ServicesTeams
ProgramTeams
PortfolioTeams
Scrum
Kanban
Kanban
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
Team TeamTeam
Team Team Team Team
Product &ServicesTeams
Scrum
Agile Governance
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Agile Governance
DoneDoneDevelopand TestDevelopand Test
Ready ToBuild
Ready ToBuild
DetailedPlanningDetailedPlanning
ReleaseTargetingRelease
TargetingFeasibility
StudyFeasibility
StudyMarket
ResearchMarket
ResearchNew
ConceptNew
Concept
Development Flow
FeatureComplete
StoryReview
KANBANEP
ICS
Luck is not a factor. Hope is not a strategy. Fear is not an option.
FeatureCompleteFeature
CompleteIntegration
TestingIntegration
TestingDevelopand TestDevelopand Test
StoryReviewStory
ReviewStory
MappingStory
MappingFeature
BreakdownFeature
Breakdown
StoryDoneStoryDone
TaskDoneTaskDone
Task InProcessTask InProcess
TaskReadyTask
ReadyStory
BacklogStory
Backlog
FEAT
URE
STO
RY
KANBAN
SCRUM
The Portfolio Tier
• Idea list generationfrom multiple datafeeds and sources
• High Level Estimation• Solution Cost• High Level Architecture• Risk Analysis• Feasibility
• Detailed Architecture• Feature Mapping• Acceptance Criteria• Estimation• Backlog
DoneDoneDevelopand TestDevelopand Test
Ready ToBuild
Ready ToBuild
DetailedPlanningDetailedPlanning
ReleaseTargetingRelease
TargetingFeasibility
StudyFeasibility
StudyMarket
ResearchMarket
ResearchNew
ConceptNew
Concept
Luck is not a factor. Hope is not a strategy. Fear is not an option.
• Market Research• Customer Research• Field Feedback• Business Case & ROI• Competitive Analysis
• All features are done• Regression tests are completed• Release Criteria are met
• Forced Priority• Certainty Curve
DoneDoneDevelopand TestDevelopand Test
Ready ToBuild
Ready ToBuild
DetailedPlanningDetailedPlanning
ReleaseTargetingRelease
TargetingFeasibility
StudyFeasibility
StudyMarket
ResearchMarket
ResearchNew
ConceptNew
Concept
Portfolio Tier Ownership
RACI
Product ManagementProduct ManagementCustomer AdvocatePortfolio Team
RACI
Product Owner TeamProduct Owner TeamEngineeringPortfolio Team
RACI
Product Owner TeamProduct Owner TeamEngineeringPortfolio Team
RACI
EngineeringProduct Owner TeamCustomer AdvocatePortfolio Team
RACI
Product ManagementProduct ManagementCustomer AdvocateProduct Owner Team
RACI
Product ManagementProduct ManagementCustomer AdvocateProduct Owner Team
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Portfolio Team
• Responsible - Those who do the work to achieve the task.• Accountable - The one ultimately answerable for the correct and thorough completion of the deliverable.• Consulted - Those whose opinions are sought, typically subject matter experts; and with whom there is two-way communication.• Informed - Those who are kept up-to-date on progress, often only on completion of the task or deliverable.
GATE RESPONSIBLITY
DoneDoneDevelopand TestDevelopand Test
Ready ToBuild
Ready ToBuild
DetailedPlanningDetailedPlanning
ReleaseTargetingRelease
TargetingFeasibility
StudyFeasibility
StudyMarket
ResearchMarket
ResearchNew
ConceptNew
Concept
The Program Tier
• Feature Listfor theParent Epic
• Estimate Sanity Check• Spike Identification• Review for Feasibility• Review of Acceptance Criteria• Story Spanning• Story Tasking
• Feature Testing Non-Functional• Validation of Automated Tests
FeatureCompleteFeature
CompleteIntegration
TestingIntegration
TestingDevelopand TestDevelopand Test
StoryReviewStory
ReviewStory
MappingStory
MappingFeature
BreakdownFeature
Breakdown
Luck is not a factor. Hope is not a strategy. Fear is not an option.
• Story Writing• MMF• Estimating• High Level Design• UX Mockups
• Detailed Design• Code• Unit Test• Code Review• Functional Test• User Story• Product Owner Acceptance
FeatureCompleteFeature
CompleteIntegration
TestingIntegration
TestingDevelopand TestDevelopand Test
StoryReviewStory
ReviewStory
MappingStory
MappingFeature
BreakdownFeature
Breakdown
• All Stories are done• Feature Level testing is completed• Defect criteria are met• Feature Check list from RDS template• Performance and Sizing Complete
* Stand alone features must have these acceptance criteria (x, x, x)
Program Tier Ownership
RACI
Product Owner TeamProduct Owner TeamCustomer AdvocateEngineering
RACI
EngineeringProduct Owner TeamProduct Owner TeamProduct Owner Team
RACI
EngineeringEngineeringProduct Owner TeamProduct Owner Team
RACI
EngineeringEngineeringProduct Owner TeamProduct Owner Team
RACI
Product Owner TeamProduct Owner TeamEngineeringEngineering
RACI
Product Owner TeamProduct Owner TeamEngineeringPortfolio
Luck is not a factor. Hope is not a strategy. Fear is not an option.• Responsible - Those who do the work to achieve the task.• Accountable - The one ultimately answerable for the correct and thorough completion of the deliverable.• Consulted - Those whose opinions are sought, typically subject matter experts; and with whom there is two-way communication.• Informed - Those who are kept up-to-date on progress, often only on completion of the task or deliverable.
Product Owner TeamGATE RESPONSIBLITY
Engineering TeamGATE RESPONSIBLITY
Engineering TeamGATE RESPONSIBLITY
Product Owner TeamGATE RESPONSIBLITY
FeatureCompleteFeature
CompleteIntegration
TestingIntegration
TestingDevelopand TestDevelopand Test
StoryReviewStory
ReviewStory
MappingStory
MappingFeature
BreakdownFeature
Breakdown
The Project Tier
StoryDoneStoryDone
TaskDoneTaskDone
Task InProcessTask InProcess
TaskReadyTask
ReadyStory
BacklogStory
Backlog
• Story List for theParent Feature
• SCRUM teamcompletes the task
Documented•The User Story•Acceptance Criteria•Conversations•Level of Value•Level of Effort•Design Assumptions•Design Documented (optional)•UI Documented (optional)
Coded•Checked Into integrated build•Simple Design•Documented with Comments•Automated Tests for New Features
Tested•Testing is complete•Defect Criteria Met•Automated Testing Passed
Approved•Feature Complete (Scrum Master)•Test Complete (QA Lead)•Accepted (Product Owner)
Luck is not a factor. Hope is not a strategy. Fear is not an option.
• Approved task of 8hours or less
• Task is done andcommunicated inthe standup
Documented•The User Story•Acceptance Criteria•Conversations•Level of Value•Level of Effort•Design Assumptions•Design Documented (optional)•UI Documented (optional)
Coded•Checked Into integrated build•Simple Design•Documented with Comments•Automated Tests for New Features
Tested•Testing is complete•Defect Criteria Met•Automated Testing Passed
Approved•Feature Complete (Scrum Master)•Test Complete (QA Lead)•Accepted (Product Owner)
* Stand alone stories must have these acceptance criteria (x, x, x)
Project Tier Ownership
RACI
Product OwnerProduct OwnerCustomer AdvocateEngineering
RACI
EngineeringEngineeringEngineeringEngineering
RACI
EngineeringEngineeringEngineeringEngineering
RACI
EngineeringProduct OwnerEngineeringEngineering
RACI
EngineeringEngineeringEngineeringEngineering
Luck is not a factor. Hope is not a strategy. Fear is not an option.• Responsible - Those who do the work to achieve the task.• Accountable - The one ultimately answerable for the correct and thorough completion of the deliverable.• Consulted - Those whose opinions are sought, typically subject matter experts; and with whom there is two-way communication.• Informed - Those who are kept up-to-date on progress, often only on completion of the task or deliverable.
RACI
Product OwnerProduct OwnerCustomer AdvocateEngineering
RACI
EngineeringEngineeringEngineeringEngineering
RACI
EngineeringProduct OwnerEngineeringEngineering
StoryDoneStoryDone
TaskDoneTaskDone
Task InProcessTask InProcess
TaskReadyTask
ReadyStory
BacklogStory
Backlog
Agile Transformation
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Agile Transformation
UnderstandBusiness Drivers
Structure
GovernanceMetrics
•Predictability•Economics•Early ROI
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
Define the OperationalFramework
Structure
GovernanceMetrics
• Built around teams• Product focused• Service oriented
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Assessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
Change Management& Communication
Define the OperationalFramework
Structure
GovernanceMetrics
• Portfolio• Program• Project
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
Define the OperationalFramework
Structure
GovernanceMetrics
• Return on Investment• Throughput/Cost of Delay• Capitalization
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
Introduce ChangeIncrementally
Structure
GovernanceMetrics
• Independent• Small• Entrepreneurial
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
Introduce ChangeIncrementally
Structure
GovernanceMetrics
• Product definition• Project management• Technical and delivery
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
Introduce ChangeIncrementally
Structure
GovernanceMetrics
• Trust• Accountability• Adaptability
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPractices
GuideCulture
MeasureImprovement
Structure
GovernanceMetrics
• Capability focused• Objectively assessed• Focus on sustainability
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
MeasureImprovement
Structure
GovernanceMetrics
• Training• Workshops• Mentoring
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
MeasureImprovement
Structure
GovernanceMetrics
• Demonstrable progress• Outcomes focused• Map to business drivers
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
ManageChange
Structure
GovernanceMetrics
•Quick wins•Identify champions•Centers of excellence
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
Tie Back ToBusiness Drivers
Structure
GovernanceMetrics
•Predictability•Quality•Early ROI
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Change Management& CommunicationAssessment
TargetedCoaching
MeasureImprovement
Form Teams
TeachPracticesGuide Culture
Slicing
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Slicing
Team
Team
TeamTeam
Product &ServicesTeams
ProgramTeams
PortfolioTeams
Scrum
Kanban
Kanban
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
Team TeamTeam
Team Team Team Team
Product &ServicesTeams
Scrum
Team
Team
TeamTeam
Product &ServicesTeams
ProgramTeams
PortfolioTeams
Scrum
Kanban
Kanban
Agile Pilot
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Team
Team TeamTeam
Team Team Team Team
Product &ServicesTeams
Scrum
Sustainable Transformation
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Sustainable Transformation
Intentionally
Executive
Management• Role clarity• Success is measurable• Maintain organizational influence
• Role clarity• Success is measurable• Maintain organizational influence
• Operational model aligned with the strategy• Credible plan• Demonstrate progress
• Operational model aligned with the strategy• Credible plan• Demonstrate progress
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Management
Performer• Supported• Possible• Demonstrate success
• Supported• Possible• Demonstrate success
• Role clarity• Success is measurable• Maintain organizational influence
• Role clarity• Success is measurable• Maintain organizational influence
Thank you!
Luck is not a factor. Hope is not a strategy. Fear is not an option.
Steve ‘Pov’ PovilaitisLinkedIn: /stevepovTwitter: @stevepov
Email: [email protected]
Steve ‘Pov’ PovilaitisLinkedIn: /stevepovTwitter: @stevepov
Email: [email protected]