lean estimation and planning workshop

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I ran this 2hr workshop at Lean Agile Scotland in September 2014. These slides are complimented by practical hands-on exercises to help participants learn the basic essentials of planning and tracking a Lean or Agile software delivery. How long will it take? How much will it cost? The two questions that constantly haunt development teams. This session is in two parts. Part one is how to estimate before the project has even started - normally in the context of when you're building the business case to secure funding for the project to proceed. Part two then covers the detail of how to size, estimate, plan, and track progress once funding has been secured and the project has started. This is an instructor led hands-on workshop where attendees will work out how much a phantom project will cost and when it will be complete.

TRANSCRIPT

LEAN ESTIMATION & PLANNING

IANCARROLL.COMImage credit: Trish2, http://trish2.deviantart.com/art/Crystal-Ball-1-48409990

@Caza_no7

IAN

CA

RR

OL

L.C

OM

 

ABOUT ME:I’m a Transformation Ninja, not an Agile Coach or a Project Manager

I run a Code Club every Tuesday afternoon teaching 9-11yr old kids how to code

Software Development is my life but I don’t code any more

@Caza_no7

LEAN ESTIMATION & PLANNING

IANCARROLL.COMImage credit: Trish2, http://trish2.deviantart.com/art/Crystal-Ball-1-48409990

@Caza_no7

PART 1

CONVERSATION #1

How long will it take?

CONVERSATION #1

How long will it take?

CONVERSATION #1

How long will it take?

CONVERSATION #2

THE MANAGER

THE DEVELOPER

Vs

How much will it cost?

Expected benefit? £ ______.__

Write down one form of benefit per

post-it note

Expected benefit? £ ______.__

Maximum investment?£ _____.__

ROI

1,000,000

250,000

1 x PM4 x Dev1 x BA1 x QA1 x UX

1 x PM1 x TL12 x Dev2 x BA2 x QA1 x UX1 x DBA

2 x Dev1 x BA/QA

£300/day/person

55 weeks

20 weeks

8 weeks

Maximum investment?£ _____.__250,000

10 Wks 20 Wks 30 Wks 40 Wks 50 Wks 60 Wks 70 Wks

Window of opportunity

HOW MUCH WILL IT COST?HOW LONG WILL IT TAKE?

WHAT IS IT?

PART 2

1Business Vision

2Customer Experience

3Technical Vision

4Story Writing

5Sizing

6Planning

INCEPTION / DISCOVERY

FEATURE 2FEATURE 1FEATURE 1 FEATURE 3 FEATURE 4 FEATURE 5 FEATURE 6

R1

R2

R3

R4

R 5

INCEPTION OUTPUT

SMALL MEDIUM LARGE X-LARGE

STORY SIZING

SMALL (1) MEDIUM (2) LARGE (4) X-LARGE (8)

VELOCITY ESTIMATION

2 WEEKS 2 WEEKS 2 WEEKS 2 WEEKS 2 WEEKS

2 WEEKS 2 WEEKS 2 WEEKS 2 WEEKS 2 WEEKS

8 7 9 8 99 7 1

013

9~9pts per 2 weeks, 116pts

total, how long?

1 x PM4 x Dev1 x BA1 x QA1 x UX

1 x PM1 x TL12 x Dev2 x BA2 x QA1 x UX1 x DBA

2 x Dev1 x BA/QA

£300/day/person

55 weeks

20 weeks

8 weeks

Maximum investment?£ _____.__250,000

10 Wks 20 Wks 30 Wks 40 Wks 50 Wks 60 Wks 70 Wks

Window of opportunity

Post inception view

GO OR NO GO?

DOING DONETO DO

1 2 3 4 5 6 7 8

5

10

15

20

25

30

35

# C

ard

s

Iteration # (1 week iterations)

Total Scope

Velocity

Estimated

Forecast

1/10/2

014

1/15/2

014

1/20/2

014

1/25/2

014

1/30/2

014

2/4/2

014

2/9/2

014

2/14/2

014

2/19/2

014

2/24/2

014

3/1/2

014

3/6/2

014

3/11/2

014

3/16/2

014

3/21/2

014

3/26/2

014

3/31/2

014

4/5/2

014

4/10/2

014

4/15/2

014

4/20/2

014

4/25/2

014

4/30/2

014

5/5/2

014

5/10/2

014

5/15/2

014

5/20/2

014

5/25/2

014

5/30/2

014

6/4/2

014

6/9/2

014

6/14/2

014

6/19/2

0140

10

20

30

40

50

60

70

80

Total Scopes-curve

VARIATION (RISK)

The Coin Game

Worker

Manager

WorkerManager

ManagerWorker

ManagerWorker

Customer

1

2 3

4

#NoEstimates

SUMMARY

OUTPUTVS

OUTCOME

IANCARROLL.COM@Caza_no7

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