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Iterative Development Models and Process Improvement Tina M. Kister, PMP
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Page 1: Iterative Development Models and Process Improvement

Iterative Development Models and Process ImprovementTina M. Kister, PMP

Page 2: Iterative Development Models and Process Improvement

IntroductionAbout Me

Education• Fine Art• Communications• Technical Communications• Online Communications

Work Experience• Fine Art• Remodeling and Construction• Advertising (Sales and Graphic Design)• Journalism• Sciences• Instructional Design (Military)• Engineering• Software• Health Care Information Technology

Page 3: Iterative Development Models and Process Improvement

IntroductionAbout Me

Source: Federal Reserve Bank of St. Louis

Page 4: Iterative Development Models and Process Improvement

IntroductionAbout Me

Passion• Bringing quality content together with great design to create technical communication

deliverables that are delightful, as well as informative, accurate, etc.

Sources: Huffington Post and YouTube

Page 5: Iterative Development Models and Process Improvement

IntroductionAbout Me

Passion• Creating systems and tools that

streamline the delivery of communication deliverables, increasing quality and facilitating success.

Page 6: Iterative Development Models and Process Improvement

Iterative Development ModelsAnalyze, Design, Develop, Implement, Evaluate (ADDIE)

Source:Source: ADDIE Solutions, LLC

Page 7: Iterative Development Models and Process Improvement

Iterative Development ModelsAnalyze, Design, Develop, Implement, Evaluate (ADDIE)

Source:Source: ADDIE Solutions, LLC

Page 8: Iterative Development Models and Process Improvement

Source: NorthlandStock

Iterative DevelopmentCommon Sense

Page 9: Iterative Development Models and Process Improvement

Iterative DevelopmentDaily Life

Page 10: Iterative Development Models and Process Improvement

Source: Allen Interactions, 2015

Iterative Development ModelsSuccessive Approximation Model (SAM)

Page 11: Iterative Development Models and Process Improvement

Iterative Development ModelsWaterfall

Source: Douglas Hughey, University of Missouri, 2009

Page 12: Iterative Development Models and Process Improvement

Iterative Development ModelsAgile

Source: GlobalTeckz, 2013

System Testing Release

Recording and Incorporating

Changes

Next Iteration

Yes

No

?

Sign-Off(Client Acceptance)

Start(Initial Planning)

Client Testing

Development and

Implementation

Initial Testing

Development and

Implementation

Higher-Level Planning

Requirements Definition

Page 13: Iterative Development Models and Process Improvement

Iterative Development ModelsSurvey

Page 14: Iterative Development Models and Process Improvement

Iterative Development ModelsDefinition

• Visual• Conceptual• Ideal• Sequential• Repetitive• Complex• Novel

Page 15: Iterative Development Models and Process Improvement

Iterative Development ModelsDefinition

• Visual• Conceptual• Ideal• Sequential• Repetitive• Complex• Novel

Source: Integration and Application Network

Page 16: Iterative Development Models and Process Improvement

Iterative Development ModelsDefinition

• Visual• Conceptual• Ideal• Sequential• Repetitive• Complex• Novel

Source: Competency Model Clearinghouse

• Visual• Conceptual• Ideal• Sequential• Repetitive• Complex• Novel

Page 17: Iterative Development Models and Process Improvement

Iterative Development ModelsDefinition

• Visual• Conceptual• Ideal• Sequential• Repetitive• Complex• Novel

Page 18: Iterative Development Models and Process Improvement

Iterative Development ModelsDefinition

Research BuildPlan Launch

• Visual• Conceptual• Ideal• Sequential• Repetitive• Complex• Novel

Order Received

Process Order

Ship Order

Goods Delivered

Page 19: Iterative Development Models and Process Improvement

Discovery

• Discovery• Planning• Implementation• Review• Refinement• Maintenance

Planning

Implementation

Review

RefinementMaintenance

Iterative Development ModelsCommon Phases

Page 20: Iterative Development Models and Process Improvement

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases (Business Process Improvement)

• Identify topic.• Gain sponsorship and

support.• Form improvement

team.• Define customer

requirements.

Conti

nuou

s Im

prov

emen

t

Planning

Analysis

Integration

Implementation

Review

Source: Campano & Associates

Page 21: Iterative Development Models and Process Improvement

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases (Business Process Improvement)

• Identify topic.• Gain sponsorship and

support.• Form improvement

team.• Define customer

requirements.

Conti

nuou

s Im

prov

emen

t

Planning

Analysis

Integration

Implementation

Review

Source: Campano & Associates

Page 22: Iterative Development Models and Process Improvement

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases

• Flowchart current processes.

• Analyze current performance (capture data).

• Prioritize process inefficiencies.

• Document new processes, roles, and responsibilities.Co

ntinu

ous

Impr

ovem

ent

Planning

Analysis

Integration

Implementation

Review

Source: Campano & Associates

Page 23: Iterative Development Models and Process Improvement

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases

• Propose changes and implementation plan.

• Seek endorsement of proposals.

• Communicate with process stakeholders.

Conti

nuou

s Im

prov

emen

t

Planning

Analysis

Integration

Implementation

Review

Source: Campano & Associates

Page 24: Iterative Development Models and Process Improvement

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases

• Design, build, and test endorsed improvements.

• Implement endorsed improvements.

• Manage change.• Communicate with

process users.

Conti

nuou

s Im

prov

emen

t

Planning

Analysis

Integration

Implementation

Review

Source: Campano & Associates

Page 25: Iterative Development Models and Process Improvement

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases

• Review implemented changes.

• Re-measure performance.

Conti

nuou

s Im

prov

emen

t

Planning

Analysis

Integration

Implementation

Review

Source: Campano & Associates

Page 26: Iterative Development Models and Process Improvement

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases

• Review implemented changes.

• Re-measure performance.

Conti

nuou

s Im

prov

emen

t

Planning

Analysis

Integration

Implementation

Review

Source: Campano & Associates

Page 27: Iterative Development Models and Process Improvement

Source: Science Buddies

Define the problem.

Do background research.

Specify requirements.

Brainstorm, evaluate, and choose solution.

Develop and prototype solution.

Test solution.

Communicate results.

Solution meets requirements.Solution does not meet requirements

or partially meets requirements.

Based on results and data, make design changes, prototype, test

again, and review new data.

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases (Engineering)

Page 28: Iterative Development Models and Process Improvement

Source: Science Buddies

Define the problem.

Do background research.

Specify requirements.

Brainstorm, evaluate, and choose solution.

Develop and prototype solution.

Test solution.

Communicate results.

Solution meets requirements.Solution does not meet requirements

or partially meets requirements.

Based on results and data, make design changes, prototype, test

again, and review new data.

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases (Engineering)

Page 29: Iterative Development Models and Process Improvement

Source: Science Buddies

Define the problem.

Do background research.

Specify requirements.

Brainstorm, evaluate, and choose solution.

Develop and prototype solution.

Test solution.

Communicate results.

Solution meets requirements.Solution does not meet requirements

or partially meets requirements.

Based on results and data, make design changes, prototype, test

again, and review new data.

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases (Engineering)

Page 30: Iterative Development Models and Process Improvement

Source: Science Buddies

Define the problem.

Do background research.

Specify requirements.

Brainstorm, evaluate, and choose solution.

Develop and prototype solution.

Test solution.

Communicate results.

Solution meets requirements.Solution does not meet requirements

or partially meets requirements.

Based on results and data, make design changes, prototype, test

again, and review new data.

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases (Engineering)

Page 31: Iterative Development Models and Process Improvement

Source: Science Buddies

Define the problem.

Do background research.

Specify requirements.

Brainstorm, evaluate, and choose solution.

Develop and prototype solution.

Test solution.

Communicate results.

Based on results and data, make design changes, prototype, test

again, and review new data.

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases (Engineering)

Page 32: Iterative Development Models and Process Improvement

Source: Science Buddies

Define the problem.

Do background research.

Specify requirements.

Brainstorm, evaluate, and choose solution.

Develop and prototype solution.

Test solution.

Communicate results.

Solution meets requirements.Solution does not meet requirements

or partially meets requirements.

Based on results and data, make design changes, prototype, test

again, and review new data.

• Discovery• Planning• Implementation• Review• Refinement

Iterative Development ModelsCommon Phases (Engineering)

Page 33: Iterative Development Models and Process Improvement

Waterfall

Source: Comparing Traditional Systems Analysis and Design with Agile Methodologies

Using Iterative Development ModelsExpert-Level Understanding

Agile

Page 34: Iterative Development Models and Process Improvement

Waterfall

Source: Comparing Traditional Systems Analysis and Design with Agile Methodologies

Using Iterative Development ModelsExpert-Level Understanding

Page 35: Iterative Development Models and Process Improvement

Agile

Source: globalteckz.com

Using Iterative Development ModelsExpert-Level Understanding

System Testing Release

Recording and Incorporating

Changes

Next Iteration

Yes

No

?

Sign-Off(Client Acceptance)

Start(Initial Planning)

Client Testing

Development and

Implementation

Initial Testing

Development and

Implementation

Higher-Level Planning

Requirements Definition

Page 36: Iterative Development Models and Process Improvement

Source: NextGeneration Recruitment

Using Iterative Development ModelsExpert-Level Understanding

Page 37: Iterative Development Models and Process Improvement

Source: Commonplaces

Using Iterative Development ModelsExpert-Level Understanding

Page 38: Iterative Development Models and Process Improvement

“…you never know if you are going to make it until the end… you don't actually get to test your design or architecture until late in the project… you don't even know if you are building [it] right until it's too late to make any changes.”

– Agile in a Nutshell, 2015

“If a requirement error is found, or a change needs to be made, the project has to start from the beginning with all new code.”

– – Base36, 2012

“Once a step has been completed, developers can’t go back to a previous stage and make changes.”

– Base36, 2012

Waterfall is characterized as:• Rigid• Cumbersome• Risky• Entirely sequential

“The Waterfall method is incredibly rigid and inflexible.”

– Kasia Mikolk, 2013

Using Iterative Development ModelsExpert-Level Understanding

Page 39: Iterative Development Models and Process Improvement

Agile is characterized as:• Collaborative • Flexible• Iterative

“…testing starts from day one.”

– Agile in a Nutshell

“Agile offers an incredibly flexible design model, promoting adaptive planning and evolutionary development.”

– Kasia Mikolk, 2013

“… collaboration is more important… than design.”

– Kasia Mikolk, 2013

Using Iterative Development ModelsExpert-Level Understanding

Page 40: Iterative Development Models and Process Improvement

“…top-down specification[s]… can be terribly misleading and dangerous.”

– Herbert D. Benington, 1956 (Republished in 1983)

Design

Testing

Operational Plan

Operational SpecificationsMachine Specifications

Program Specifications

Coding Specifications

Coding

Parameter Testing (Specifications)

Assembly Testing (Specifications)

Shakedown

System Evaluation

Using Iterative Development ModelsExpert-Level Understanding

Page 41: Iterative Development Models and Process Improvement

“We had a need to… recognize that things would not work well the first, second, or third time, and therefore that much independent testing was needed in successive phases…”

– Herbert D. Benington, 1956 (Republished in 1983

)

Design

Testing

Operational Plan

Operational SpecificationsMachine Specifications

Program Specifications

Coding Specifications

Coding

Parameter Testing (Specifications)

Assembly Testing (Specifications)

Shakedown

System Evaluation

Using Iterative Development ModelsExpert-Level Understanding

Page 42: Iterative Development Models and Process Improvement

“…the implementation described above is risky and invites failure.”

– Winston W. Royce, 1970

Using Iterative Development ModelsExpert-Level Understanding

Page 44: Iterative Development Models and Process Improvement

Source: ADDIE Solutions, LLC

Using Iterative Development ModelsExpert-Level Understanding

Page 45: Iterative Development Models and Process Improvement

Source: Allen Interactions

Using Iterative Development ModelsExpert-Level Understanding

Page 46: Iterative Development Models and Process Improvement

Source: Allen Interactions and Leaving ADDIE for SAM: Faster, Better Learning Product Development

“SAM is a different approach… that addresses the performance need through iterations… rather than with perfectly executed giant steps. SAM challenges the notion of moving through a linear process (like ADDIE)...”

– Allen Interactions

“The ADDIE process is past its prime.”

– Allen Interactions

Using Iterative Development ModelsExpert-Level Understanding

Page 47: Iterative Development Models and Process Improvement

Instructional Systems Design (ISD) Model

Source: Branson et al., 1975

Using Iterative Development ModelsExpert-Level Understanding

Page 48: Iterative Development Models and Process Improvement

Using Iterative Development ModelsExpert-Level Understanding

Page 49: Iterative Development Models and Process Improvement

Using Iterative Development ModelsExpert-Level Understanding

Page 50: Iterative Development Models and Process Improvement

Sources: udemy blog, CIO

“…more time-consuming than the Waterfall method”

– Kasia Mikoluk

“…focusing on continuous delivery has the effect of creating an unmanageable defect backlog...”

– Lajos Moczar

“… isn’t always consistent with responsible management”

– Lajos Moczar

“Agile promises solutions it cannot deliver. It promotes sloppy requirements, hides the true cost of development and prevents effective management. Contrary to what we're told to expect, this leads to long-running projects, dissatisfied customers and an overall IT ineffectiveness.”

– Lajos Moczar

Using Iterative Development ModelsExpert-Level Understanding

Page 51: Iterative Development Models and Process Improvement

Using Iterative Development ModelsExpert-Level Understanding

“…relative novices… may cling to the model and treat it as a paint-by-numbers approach. Only later, when they become more proficient, do novices adapt a more flexible approach.”

– Wallace Hannum, 2005

Page 52: Iterative Development Models and Process Improvement

Using Iterative Development ModelsExpert-Level Understanding

“On the far side of complexity lies profound simplicity.”

– Karl Weick, 2004

“Learn the rules like a pro, so you can break them like an artist.”

– Often attributed to Picasso

Page 53: Iterative Development Models and Process Improvement

Using Iterative Development ModelsExpert-Level Understanding

Source: Google Maps

The process of gaining expert-level knowledge helps to clarify where you are, where you’re going, and why.

Page 54: Iterative Development Models and Process Improvement

Using Iterative Development ModelsGetting Started

“The benefit from any methodology comes from the discipline of figuring out what you are going to do and how you are going to do it. The details of how that methodology gets you there, while important, are secondary.”

– Richard L. Hamilton, 2009

Page 55: Iterative Development Models and Process Improvement

Using Iterative Development ModelsDocumentation and Communication

“You really need to write your vision down to make it work… Yes, if you want your vision to be effective, you have to not only document it, but actually tell people about it.”

– Ari Weinzweig 2010

“If the documentation does not yet exist, there is as yet no design, only people thinking and talking about the design, which is of some value, but not much.”

– Dr. Winston W. Royce, 1970

Page 56: Iterative Development Models and Process Improvement

“I would suggest very strongly that the more we tolerate gaps… the lower our credibility as leaders…”

– Ari Weinzweig 2010

Using Iterative Development ModelsMinding the Gap

Page 57: Iterative Development Models and Process Improvement

“In my experience, it’s infinitely easier to rewrite a system than to meaningfully change an organizational culture.”

– Ari Weinzweig 2010

Using Iterative Development ModelsMinding the Gap

“Experts use models… by first looking at them to understand the intent of the model and see the recommended processes, then by making adjustments when applying the model to their specific circumstances…”

– Wallace Hannum, 2005

Page 58: Iterative Development Models and Process Improvement

The Cost of Change• Time• Tools• Training• Talent

“Failed projects can result in huge financial losses for an organization, but a failed strategic initiative has an impact far beyond just the financials. When an organization embarks on change, it’s likely that systems, processes, vendors and, perhaps, even the overall organizational mindset (or mission) will be impacted.”

– Tricia Cabrey and Amy Haughey, Project Management Institute, 2014

DangersCostly

Page 59: Iterative Development Models and Process Improvement

Bottom LineTools for Facilitating Success

Page 60: Iterative Development Models and Process Improvement

BenefitsSmoother Transitions

“Good process documentation is the single most important input to developing procedural manuals and the training materials used to indoctrinate new hires into the good practices you’ve so diligently designed.”

– Rob Berg, 2011

Page 61: Iterative Development Models and Process Improvement

BenefitsClearer Expectations

“When Gallup decided in the early 1990s to methodically prioritize all the aspects of work life by the degree to which each drove concrete performance, a most basic statement bubbled to the top: ‘I know what is expected of me at work.’”

– Marcus Buckingham and Curt Coffman, 1999

Page 62: Iterative Development Models and Process Improvement

BenefitsStreamlined Communications

Page 63: Iterative Development Models and Process Improvement

BenefitsIncreased Efficiency

Page 64: Iterative Development Models and Process Improvement

BenefitsIncreased Consistency

Page 65: Iterative Development Models and Process Improvement

BenefitsIncreased Quality

Page 66: Iterative Development Models and Process Improvement

BenefitsDemonstrable Quality

Page 67: Iterative Development Models and Process Improvement

BenefitsDemonstrable Progress

Page 68: Iterative Development Models and Process Improvement

Employee Morale

Qua

lity

Source: The Link Between Excellence and Happiness at Work

BenefitsHigher Morale

Page 69: Iterative Development Models and Process Improvement

Refine

Research

Analyze

Synthesize

Plan

Prepare

Implement

Feedback

Feedback

Feedback

Feedback

Feedback

Feedback

Iterative Model for Technical Information DesignExample

Page 70: Iterative Development Models and Process Improvement

Iterative Model for Technical Information DesignExample

Sources: ATS and Laser Scanning Forum

Page 71: Iterative Development Models and Process Improvement

Refine

Research

Analyze

Synthesize

Plan

Prepare

Implement

Feedback

Feedback

Feedback

Feedback

Feedback

Feedback

Iterative Model for Technical Information DesignSteps – Research

Page 72: Iterative Development Models and Process Improvement

Refine

Research

Analyze

Synthesize

Plan

Prepare

Implement

Feedback

Feedback

Feedback

Feedback

Feedback

Feedback

Iterative Model for Technical Information DesignSteps – Analyze

Page 73: Iterative Development Models and Process Improvement

Refine

Research

Analyze

Synthesize

Plan

Prepare

Implement

Feedback

Feedback

Feedback

Feedback

Feedback

Feedback

Iterative Model for Technical Information DesignSteps – Synthesize

Page 74: Iterative Development Models and Process Improvement

Iterative Model for Technical Information DesignSteps – Synthesize

Sources: Dash and a Pinch and My Modern Met

Page 75: Iterative Development Models and Process Improvement

Refine

Research

Analyze

Synthesize

Plan

Prepare

Implement

Feedback

Feedback

Feedback

Feedback

Feedback

Feedback

Iterative Model for Technical Information DesignSteps – Plan

Page 76: Iterative Development Models and Process Improvement

Refine

Research

Analyze

Synthesize

Plan

Prepare

Implement

Feedback

Feedback

Feedback

Feedback

Feedback

Feedback

Iterative Model for Technical Information DesignSteps – Prepare

Page 77: Iterative Development Models and Process Improvement

Source: Woodsmith eTips

Iterative Model for Technical Information DesignSteps – Prepare

Page 78: Iterative Development Models and Process Improvement

Refine

Research

Analyze

Synthesize

Plan

Prepare

Implement

Feedback

Feedback

Feedback

Feedback

Feedback

Feedback

Iterative Model for Technical Information DesignSteps – Implement

Page 79: Iterative Development Models and Process Improvement

Refine

Research

Analyze

Synthesize

Plan

Prepare

Implement

Feedback

Feedback

Feedback

Feedback

Feedback

Feedback

Iterative Model for Technical Information DesignSteps – Refine

Page 80: Iterative Development Models and Process Improvement

Iterative Model for Technical Information DesignSteps – Feedback

Refine

Research

Analyze

Synthesize

Plan

Prepare

Implement

Page 81: Iterative Development Models and Process Improvement

Draft

Discuss

Modify Review

Iterative Model for Technical Information DesignFeedback

Page 82: Iterative Development Models and Process Improvement

SummaryUsing Iterative Development Models

• Work from an expert-level understanding.- Know where you are, where you’re going, and why.

• Get started.- Developing an iterative development model is an iterative process.

• Document and communicate the model.- Documentation leads to clarification, and communication leads to

feedback and improvement.• Narrow the gaps.

- Gaps lead to a lack of credibility.- Change both the model and the process, as needed, to bring the two

into closer alignment.

Page 83: Iterative Development Models and Process Improvement

SummaryDangers

Unsuccessful implementation can lead to wasted:• Time• Tools• Training• Talent

Page 84: Iterative Development Models and Process Improvement

Smoother Transitions

SummaryBenefits

Page 85: Iterative Development Models and Process Improvement

Clearer Expectations

SummaryBenefits

Page 86: Iterative Development Models and Process Improvement

Streamlined Communications

SummaryBenefits

Page 87: Iterative Development Models and Process Improvement

Increased Collaboration

SummaryBenefits

Page 88: Iterative Development Models and Process Improvement

Increased Efficiency

SummaryBenefits

Page 89: Iterative Development Models and Process Improvement

Increased Quality

SummaryBenefits

Page 90: Iterative Development Models and Process Improvement

Demonstrable Progress

SummaryBenefits

Page 91: Iterative Development Models and Process Improvement

Higher Morale

SummaryBenefits

Page 92: Iterative Development Models and Process Improvement

Increased Productivity

SummaryBenefits

Page 93: Iterative Development Models and Process Improvement

Success!

SummaryBenefits

Page 94: Iterative Development Models and Process Improvement

ConclusionSuccess!

Facilitating Success!Keeping the end goal in mind can make it easier to navigate the often complex and stressful process of developing processes.

“Paying attention to process through expert modeling pays off. The efficiencies gained from these simple ideas often translate into hundreds of thousands of dollars in cost savings. Creating a process model provides the foundation for improvements that are part of a holistic – rather than simply tactical – approach to achieving operational goals.”

– Rob Berg, 2011

Page 95: Iterative Development Models and Process Improvement

ConclusionQuestions??