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Climbing the Mountain to Enterprise Agile at IntuitAlan Padula and Joumana YoussefAugust 11, 2011
Agile 2011 ConferenceSalt Lake City, Utah
people
Agenda
• What is Enterprise Agile?• Intuit Financial Services (IFS) Journey Line to Agile• The Agile Mindset – “the difference that makes the difference”• The Kotter Model of Change
1. Increase Urgency 2 Build Guiding Teams
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2. Build Guiding Teams3. Get the Vision Right4. Communicate for Buy In5. Enable Action6. Create Short-Term Wins7. Don’t Let Up8. Make it Stick
• Lessons Learned
What is Enterprise Agile*
1. Offering Level• Executive Steering Committee Investment Decisions• Product Management Initiatives• Architecture• User Research
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2. Release Level• Release Team, Deployment Team, Project Management Office, Roadmaps
3. Team Level• Feature teams• Platform Teams
* Adapted from Dean Leffingwell, Agile Software Requirements
Intuit Financial Services (IFS) Agile Journey Line
Coach Team Established &
Trained
Start Using Agile & Set Goal of
Reducing Cycle Time by 20%
Launch Action Team, Learn About
Agile & Design Agile for IFS
Test Agile on Two Teams
Completed Roll Out & Started
Planning for FY12
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2009 2010 2011
Challenges with Training Provider & Getting the Training
Content Right
Team Overwhelmed with Feedback & Unsure
of Next Steps
Challenges with Coach Bandwidth
Attribution: roger436
Where we were
BestPractices
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Past
PresentState
Not Fast Enough
Future
The Agile MindsetDifference
BestPractices
FutureStateVision
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Past
PresentState
Too Slow
A Change Model to use: Kotter’s Eight Steps*
6. Create short-term wins
7. Don’t let up
8. Make it stick
Engaging &
Implementing & Sustaining
Change
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*John P. Kotter, Leading Change
1. Increase urgency
2. Build guiding teams
3. Get the vision right
4. Communicate for buy-in
5. Enable action
Creating a Climate for
Change
Enabling the Organization
IFS Agile Rollout: Based on Kotter’s* Framework
1. Increase urgency
2. Build guiding teams
3. Get the vision right
4. Communicate for buy-in
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y
5. Enable action
6. Create short-term wins
7. Don’t let up
8. Make it stick
1. Increase Urgency
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2. Create Guiding TeamsEnabling
Execn
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3. Get the Vision Right
Wall Street Journal Visioning Exercise – March 2009
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4. Communicate Change for Buy-In
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Behavior & Mindset
Benefit Resistance& Response
Communication Plan
Recognition Plan
Training Plan
Resource Plan
Sponsors
1st Level Managers
Developers
… etc
Wh
o
5. Enable Action: Transition Elements
StateDescription
TransitionElements
Currentstate
DesiredState 1
DesiredState 2
FutureState
•••
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The What
The How
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Measures
Business &Personal
Value
• • • •
•••
•••
•••
••
••
••
The Evidence
The Why
5. Enable Action: Transition ElementsFY10 Q4 FY11 Q1 FY11 Q2 FY11 Q3 FY11 Q4
May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul
Enabling ID Teams Pilot ST & PO Training Create & Execute ST & PO Training Plan
Train coaches
Performance Goals & Agile Quiz
Pilot Release Team Trng Train all Release Team Members
Create Leader Trng Plan Train all IFS Sr. Leaders
Train Coaches
Agile Values Poster Contest
PM Panel IPM Panel II
Monthly Snack & Learn Sessions
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Execution
Assessment
Governance
ID tool
Resource Allocation Guidelines for Different Roles to Support Agile (Rolled out team by team)
Create Parallel Tstg in Dev Guidelines
Define key measures & baseline
NFR process defined & tested
Support External Audit
Continue improving SDLC methodology & artifacts to support Agile
Convert Users
Roll out Parallel Testing in Dev Guidelines Team by Team
Purchase Tool
Launch metrics for all team (rolled out team by team)
Improve NFRs & Rollout to All Teams
Create Best Practices for Business Requirements & Cascade
Create Best Pract. for Tech Spec & Cascade
5. Enable Action: Training Plan
Agile Sr. Leader
Workshop
Agile Manager
Product Owner
Learning
Q1 FY11 Q2 FY11 Q3 FY11 Q4 FY11 Q1 FY12
Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
15
35
55
Students
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O e
Scrum Team
Release Team
Agile Coaches
Special Topics
200
125
25
Classroom
Snack & Learns/Tech Talks
Unlimited
Recorded Session (view later)
6. Short Term Wins: Hearts & Minds
Awareness Interest Adoption
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Curiosity Understanding
7. Don’t Let Up – FY12 Plans
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8. Making it Stick: Intuit Agile Coaches
Big ROI products with the right requirements,by learning from customers & real data
Repeatable, lower-risk projectsby selecting & customizing the right process
Business Value & Coach Contribution
“Do not solvefor theperfect
process!”
•
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“Work with & support the teamin achieving their project goal”
© 2009 Intuit Inc. All rights reserved.18
g p
Improved quality & schedule confidence by executing the process right
Greater productivity, fewer obstacles, and lower costs by doing what works & avoiding what doesn’t
8. Making it Stick: Measuring our Status of Agile Rollout by Group
Consumer Teams
Some Agile Today?
Scrum Team Trained?
Parallel Testing in Dev?
Following Resource Allocation Guidelines?
Measuring Velocity?
Measuring cycle time?
Measuring business value?
Employee Assessment of Agile Adoption
Agile Coach Engagement
Team 1
Team 2
Team 3
Team 4
Team 5 N/A N/A N/A N/A N/A
Team 6
Team 7
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Team 8
Team 9
Team 10
Team 11
Team 12
Team is doing today and results look good
Team is scheduled to start or is doing with success but needs to fill gaps
Team is not scheduled/doing yet or is getting poor results
Lessons Learned
• Don’t spend too much time trying to convert naysayers –concentrate on promoters
• Make sure that your action team is properly allocated and has support from their leaders to spend the time necessary
• Invest in training and internal coaches
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Invest in training and internal coaches
• Find a leader to make the rallying cry
• Find a frontline leader to drive the change
• Accept that it takes a long time to make a mindset change
• Use an expert Agile coach advisor who is masterful at change leadership to drive the definition of the vision and roadmap
Alan Padula
alan_padula@intuit.com
Joumana Youssef
joumana_youssef@intuit.com
Intuit Proprietary & Confidential
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