Agile Portfolio Metrics for your next enterprise roadtrip Jason Tice AsynchronyLabs World Wide Technology AgileDC – October 2015
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Agile Portfolio Metrics for your next enterprise roadtrip
JasonTiceAsynchronyLabsWorldWideTechnologyAgileDC–October2015
A portfolio metaphor
What got us here ?
Portfolio Metrics Effective but hard to understand
The power of metaphor
We already do this on agile teams
Let’s go on a road trip
Roadtrip Essentials
• Havewebroughtalongourmostimportantstuff?• Howmanytanksofgasdoweneedtomakeit?• Arewedrivingsafely&followingthelaws?• IseveryonecontribuJngtothetrip?• Doweunderstandwhyweareslowingdown?• HowoKendowecheckthatweareoncourse?• Dowe(asdrivers/planners)likethejourney?• DoourpassengerslikethedesJnaJon?
Question: Have we brought along our most important stuff?
Question: Have we brought along our most important stuff?
Por$olioMetric:Rela/veValue• What-DeterminetherelaJvevalueoftheepics/projects
inyourporQoliobycomparingtoeachother– Yourtrunk&yourporQoliodonothaveinfinitecapacity!
• Why-Directfocustoepics/projectswiththegreatestvalue
• Why–LimitWork-In-Progress-Projectsthatonlyreceivea10%focusnevergetdone
Techniquesrecommended:• BusinessValueGame(visualprioriJzaJon)• Buy-A-Feature(collaboraJveprioriJzaJon)
Question: How many tanks of gas do we need to make it?
Question: How many tanks of gas do we need to make it?
Por$olioMetric:Plannedvs.actualinvestment• What–AninformedguessontheJmeneededtocomplete
anepic/projectmadebyinformedpeopleusingavisualmockup(orprototype)– Allowsforsimplereleasescheduling
• Why–Usetocreateasimplescheduletoremindustoask“isitgoodenough,wehadplannedtomoveon”– IfmoreJmeisneeded,that’sOK,butthenweareforcedtoadjustthe
plan-#LearningisencouragedTechniquesrecommended:• Screen/Appmockups/wireframespriortodevelopment• Epic/FeaturebudgeJng(fast–ask#ofweekstobuildthat?)
Question: Are we driving safely & following the laws?
Question: Are we driving safely & following the laws?
Por$olioMetric:PercentComplete&Accurate• What–numberofepics/projectsconsideredbothdone&correct
– Leadershipmustunderstand“it’sOKtonotbeperfect”• Why–measurecompleJonandqualityinacombinedmetric
– EncouragesgoodpracJcestoinsJllqualityincludingwriJngclearacceptancecriteria&definiJonofdone
– Promotesmastery&learning–makesimprovementopportuniJestransparentsoyoucanfocusonthem
Techniquesrecommended:• OperaJonsReview(usingactualepic/projectdata)• Learningwall/OSHAsigns(#ofdayswithoutanincident)• A3worksheets/Cross-teamretrospecJves/post-mortems
Question: Is everyone contributing to the trip?
Question: Is everyone contributing to the trip?
Por$olioMetric:Wholeteamcontribu/on• What–howmanypeoplecontributedtoeachepic/project?• Why–encouragesharedworktoavoidsinglepointsoffailure–
reduceoperaJonalrisk– Makeepics/projectsthatareonlysupportedby1or2individuals
transparenttoenablelearning&sharing– Allow/encouragestaffmemberstolearnnewskillstopromote
engagement–engagement=happypeople(HBR)
Techniquesrecommended:• Names/picturesonworkitems(cardpunching/tagging)• Whole-teamdemos(everyoneabletodemoepic/project)• Validatedlearningstatsreviewedbyleadership(arewe
learningconJnuouslyasateam?)
Question: Do we understand why we are slowing down?
Question: Do we understand why we are slowing down?
Por$olioMetric:BlockerClustering&CostofDelay• What–whattypesofincidentsarecausingustoslowdown,arethey
acceptable,howwilltheyimpactus• Why–understandcommonsourceofdelay,providesupporttoteams
toaddress,and/orleadership/investmenttoaddresscommonavoidabledelays– Enableleadershiptoserveteamsandmeasuretheimpactofwhat
leadershipdoes
Techniquesrecommended:• Blockerboards(withcategories/taxonomy)• OperaJonsReview/ScrumofScrums• NEW–MiJgaJonMarketplace(teammembersareinvestorsusinga
Buy-A-Featuremodel)
Question: How often do we check that we are on course?
Question: How often do we check that we are on course?
Por$olioMetric:ReleaseFrequency• What–howfrequentlydoyouget“realfeedback”onyoursoKware/project
from“realusers”–ideallytrackedindays,ornumberofdailyreleases• Why–encouragemorefrequentfeedbackbylinkingJme/investmentto
eventsthatprovidegenuinefeedback– Reducerisk–“we’veinvested$$$sinceourlastrelease,areweOKwriJngthatoff?”– ProvidesaddiJonalbenefitofteam/customerengagement– PromotesdeploymentautomaJontofreeupinvestmentforinnovaJonandother
value-addprojects
Techniquesrecommended:• Teamuserfeedbackreviewsessions• Postnumberofdays/hourssincelastrelease• Postinvestment/burnin$$$sincelastrelease
Question: Do we like the journey & our passengers the destination?
Question: Do we like the journey & our passengers the destination?
Por$olioMetric:NetPromoterScore• What–twomeasurements:
– Wouldteammembersrecommendtheprojecttoacolleague?– Wouldusersrecommendtheepic/projecttootherusers?
• Why–receivetrueconfirmaJonwearebuildingthe“right”thinganditisbeingbuiltina“sustainable”manner
Techniquesrecommended:• Solicituserfeedbackattheepic/projectlevel
– Rateaepicwithinanapp(designpanernw/featuretoggles)• Transparentteam/projectassessment
– Project/teamreviews(5-star)–teamhappiness
Your Roadmap
• Havewebroughtalongourmostimportantstuff?– Metric:Rela/vevalueofepics/projects
• Howmanytanksofgasdoweneedtomakeit?– Metric:Plannedvs.actualinvestment
• Arewedrivingsafely&followingthelaws?– Metric:PercentComplete&Accurate
• IseveryonecontribuJngtothetrip?– Metric:Wholeteamcontribu/on
• Doweunderstandwhyweareslowingdown?– Metric:BlockerClustering&CostofDelay
• HowoKendowecheckthatweareoncourse?– Metric:ReleaseFrequency
• Dowelikethejourney&ourpassengersthedesJnaJon?– Metric:NetPromoterScore(5-star)
Contact
JasonTiceAsynchronyLabs–WorldWideTechnology
LocaJon:St.Louis,MO,USAEmail:[email protected]:@theagilefactorPodcast:www.thisagilelife.comWeb:www.theagilefactor.comThanksforanending–stayintouch...
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