agile alm virtual study group session 2 - backlog management

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© 2013 IBM Corporation Agile ALM Virtual Study Group Series Part 2: Backlog management and release planning Jean-Louis (JL) Marechaux, Worldwide Technical Enablement Lead (CLM segment) IBM Software, Rational October 1, 2013

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Documents from the Agile ALM virtual study group - session 2 on backlog management and release planning. Watch the session at: http://bit.ly/1eZAzaU and learn more at http://bit.ly/Aalm_S2 Follow Jean Louis: @jlmarechaux

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Page 1: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Agile ALM Virtual Study Group Series Part 2: Backlog management and release planning

Jean-Louis (JL) Marechaux, Worldwide Technical Enablement Lead (CLM segment)IBM Software, RationalOctober 1, 2013

Page 2: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop2

Virtual Study Group Series: Agenda

Part 1: Overview of the Agile ALM technical Assets (Sept 24, 2013)– Study group agenda, intro to Scrum, overview of Agile ALM technical assets

– Homework / Self-study

Presentation material, demos, and recording: http://bit.ly/Aalm_S1

Part 2: Getting started with backlog management and release planning (Oct 1, 2013)– Rational Team Concert project for Agile ALM / product backlog and release planning

– Homework / Self-study

Part 3: Sprint activities for Agile ALM Teams (Oct 8, 2013)– Sprint planning, sprint management, review, and retrospective

– Homework / Self-study

Details and registration links at http://bit.ly/AalmStGrp

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© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop3

Agile ALM Virtual Study Group Part 2: Backlog management and release planning (October 1, 2013)

Worldwide Technical Enablement | IBM Rational Software

Jean-Louis Marechaux (aka JL)Worldwide Technical Enablement and CoP leader

(Collaborative Lifecycle Management segment)

Study Group on DevOps & Agile Community: http://bit.ly/AalmStGrpEmail: [email protected]: @JLmarechaux

Page 4: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop4

Session 2: Agenda

Previously, on “Agile ALM Virtual Study Group”– Brief recapitulation of what was covered during the first part of the series: http://bit.ly/Aalm_S1

Backlog Management and Release Planning

Homework / Self-study

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© 2013 IBM Corporation

IBM Rational solution for Agile ALM with Scrum Backlog management and release planning

An IBM Learning Asset

Page 6: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop6

Objectives

1. Review the key elements in an Agile ALM project

• Review assets to support Agile ALM projects

• Understand mandatory and optional project configuration

2. Explore how the IBM® Rational Solution for Agile Application Lifecycle Management (Agile ALM) supports:

• Product Backlog management

• Release planning

3. Acquire skills on using IBM® Rational Team Concert for Agile ALM projects

• Hands-on exercises / demos

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© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop7

Agenda

Create and configure an Agile ALM Project

Product backlog management

Release planning

Summary

Page 8: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop8

ProductBacklog

SprintBacklog

Daily ScrumMeeting

Potentially ShippableProduct Increment

Sprint Goal

ReleaseBacklog

Rational Team Concert

Scrum

Product Vision

ReleasePlanning

SprintPlanning

SprintReview

SprintRetrospective

Agile ALM Process Overview The IBM Rational Solution for Agile ALM with Scrum

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© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop9

Rational solution for Agile ALM with Scrum (Free)

Agile ALM Process Template– RTC product extension

Agile ALM with Scrum Practices– In-context guidance

Agile enablement assets– Scenario

– Tutorial

– Agile Learning Circle

(Learning roadmap)

https://jazz.net/downloads/agile-alm-scrum/latest

Agile ALM project

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© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop10

Configuration of an Agile ALM project

Create Project Area based on the Scrum – Agile ALM process template

Create a Team Area. • Required to leverage the custom Agile ALM team dashboard

• Associate the new team to a work item category

Add Members to the Team Area

Assign Agile ALM Roles to team members

Review Timelines and dates

Optional configuration:

Create Work Item Categories (a default category is defined for your project)

Create Project Area releases

Customize predefined queries

Review and customize the Agile ALM Team Dashboard

Page 11: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop11

Agenda

Create and configure an Agile ALM Project

Product backlog management

Release planning

Summary

Page 12: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop12

Product Backlog and Agile ALM activities

Share and explain product vision

Create product backlog– Single source of requirements for any changes to be made to the product

– Living artifact (never complete)

Refine product backlog (grooming) – Ongoing activity (<10% of team capacity)– New epics / stories (features, technical debt, enhancements…)

– Details for epics / stories (decomposition, details, estimates)

– New order (ranking)

The Product Backlog is ready for the upcoming Release

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© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop13

Exercise: Manage the product backlog

“As the Product Owner, I am responsible for maximizing the value of the product.”

“As a Stakeholder, I want to have an easy access to the product backlog.”

“As a Scrum Master, I must ensure that the product backlog is available for inspection and adaptation”.

“As members of the Development Team, we are responsible of all the estimates.”

Share product vision

Review Agile ALM guidance

Add vision to the product backlog Import backlog items

Detail and estimate stories

Add new backlog items

Set business value

Populate product backlog Refine product backlog

Rank backlog items

Review in-context guidance

(ongoing)

Page 14: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop14

Agenda

Create and configure an Agile ALM Project

Product backlog management

Release planning

Summary

Page 15: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop15

Release Backlog and Agile ALM activities

Define release goal– Objectives that the release should achieve

Create release backlog– Select items from the ordered Product Backlog (achieve the release goal)

– Rule of thumb: choose items from the top first (higher ranking)

Refine release backlog (grooming) – Ongoing activity (<10% of team capacity)– New epics / stories (features, enhancements…)

– Details for epics / stories (decomposition, details, estimates)

– New order (ranking)

The Release Backlog is ready for the upcoming Sprint

Page 16: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop16

Exercise: Manage the release backlog

“As the Product Owner, I must identify the features needed for the release.”

“As an Agile ALM team, we can define release milestones and deliverables.”

“As members of the Development Team, we are responsible of all the estimates.”

“As a Scrum Master, I can help the team calculate its velocity”.

Plan the release

Review Agile ALM guidance

Define release goal and planning Update backlog ranking

Add details to backlog items

Refine release backlog

Refine backlog based on team velocity

(ongoing)

Select items from the product backlog

Page 17: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop17

Agenda

Create and configure an Agile ALM Project

Product backlog management

Release planning

Summary

Page 18: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop18

Summary

The Rational Solution for Agile Application Lifecycle Management (Agile ALM) supports agile teams for product backlog management and release planning:

• “Scrum – Agile ALM” process template (RTC extension)

• In-context process guidance

• Technical enablement material for Agile ALM teams

Rational Team Concert provides a collaborative environment for agile ALM teams: • Transparency

• Inspection

• Adaptation

Page 19: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop19

Session 2: Agenda

Previously, on “Agile ALM Virtual Study Group”– Brief recapitulation of what was covered during the first part of the series? http://bit.ly/Aalm_S1

Backlog Management and Release Planning

Homework / Self-study

Page 20: Agile ALM Virtual Study Group Session 2 - Backlog management

© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop20

Homework / Self-Study Activities to complete before the next session (October 8, 2013)

Complete the survey: http://www.surveymonkey.com/s/76L7YXB (5 min)

Hands-on exercises from Agile ALM tutorials (https://jazz.net/downloads/agile-alm-scrum/latest) (90 min)- Backlog management and release planning with RTC

Review published material from session 2- Link to material will be posted on our DevOps/Agile community: http://bit.ly/Aalm_S2

Post comment/questions on the blog entry: Agile ALM Series Part 2

Part 2

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© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop21

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© 2013 IBM Corporation

Accelerating Product and Service Innovation | Rational

Agile ALM Workshop22

© Copyright IBM Corporation 2013. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.

www.ibm.com/software/rational