Lean & Agile Project Management for Large Programs & Projects Dr. David F. Rico, PMP, CSM Twitter: @dr_david_f_rico Website: http://www.davidfrico.com LinkedIn: http://www.linkedin.com/in/davidfrico Facebook: http://www.facebook.com/profile.php?id=1540017424
40
Embed
Lean & Agile - davidfrico.comdavidfrico.com/rico11j.pdf · Lean & Agile Project Management ... Maximizing the BUSINESS VALUE with right sized, just- enough, ... Process Discovery
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Lean & AgileProject Managementfor Large Programs & Projects
Author Background DoD contractor with 28+ years of IT experience B.S. Comp. Sci., M.S. Soft. Eng., & D.M. Info. Sys. Large gov’t projects in U.S., Far/Mid-East, & Europe
2
Published six books & numerous journal articlesAdjunct at George Washington, UMUC, & ArgosyAgile Program Management & Lean DevelopmentSpecializes in metrics, models, & cost engineeringSix Sigma, CMMI, ISO 9001, DoDAF, & DoD 5000Cloud Computing, SOA, Web Services, FOSS, etc.
Intro to Agile Project Mgt.Types of Agile Project Mgt.
What is Agility? A-gil-i-ty (ə-'ji-lə-tē) Property consisting of quickness,
lightness, and ease of movement; To be very nimble The ability to create and respond to change in order to
profit in a turbulent global business environment The ability to quickly reprioritize use of resources when
requirements, technology, and knowledge shift A very fast response to sudden market changes and
emerging threats by intensive customer interaction Use of evolutionary, incremental, and iterative delivery
to converge on an optimal customer solution Maximizing the BUSINESS VALUE with right sized, just-
enough, and just-in-time processes and documentationHighsmith, J. A. (2002). Agile software development ecosystems. Boston, MA: Addison-Wesley.
5
Values of Agile Project Mgt.
6
People-centric way to create innovative solutions Market-centric model to maximize business value Alternative to large document-based methodologies
Agile Manifesto. (2001). Manifesto for agile software development. Retrieved September 3, 2008, from http://www.agilemanifesto.org
alsoknown as
CustomerCollaboration
Individuals &Interactions
WorkingSystems
Respondingto Change
CustomerInteraction
High PerformanceTeams
IterativeDevelopment
Adaptabilityor Flexibility
ContractNegotiation
Processes& Tools
ComprehensiveDocumentation
Followinga Plan
Agile Methods‘Values’
alsoknown as
alsoknown as
alsoknown as
valuedmore than
valuedmore than
valuedmore than
valuedmore than
Agile Methods‘Principles’
Traditional Methods‘Values’
Pine, B. J. (1993). Mass customization: The new frontier in business competition. Boston, MA: Harvard Business School Press.
Agile Project Management
High levels of uncertainty and unpredictability
High technology projects
Fast paced, highly competitive industries
Rapid pace of technological change
Research oriented, discovery projects
Large fluctuations in project performance
Shorter term, performance based RDT&E contracts
Achieving high impact product/service effectiveness
Highly creative new product development contracts
Customer intensive, one off product/service solutions
Highly volatile and unstable market conditions
High margin, intellectually intensive industries
Delivering value at the point of sale
Traditional Project Management
Predictable situations
Low technology projects
Stable, slow moving industries
Low levels of technological change
Repeatable operations
Low rates of changing project performance
Long term, fixed price production contracts
Achieving concise economic efficiency goals
Highly administrative contracts
Mass production and high volume manufacturing
Highly predictable and stable market conditions
Low margin industries such as commodities
Delivering value at the point of plan
7
On exploratory or research/development projects When fast customer responsiveness is paramount In organizations that are highly innovative & creative
When to use Agile Proj. Mgt.
Agile World View “Agility” has many dimensions other than IT It ranges from leadership to technological agility The focus of this brief is program management agility
Agile Leaders
Agile Organization Change
Agile Acquisition & Contracting
Agile Strategic Planning
Agile Capability Analysis
Agile Program Management
Agile Tech.
Agile Information Systems
Agile Tools
Agile Processes & Practices
Agile Systems Development
Agile Project Management
8
Intro to Agile Project Mgt.
Types of Agile Project Mgt.Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.
EVM for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
9
Scrum Project Management
Schwaber, K. (2004). Agile project management with scrum. Redmond, WA: Microsoft Press.
Created by Jeff Sutherland at Easel in 1993 Product backlog comprised of customer needs Barely-sufficient project management framework
Initial Planning Sprint Cycle
Discovery Session
Agile Training Project Discovery Process Discovery Team Discovery Initial Backlog
Release Planning
Business Case Desired Backlog Hi-Level Estimates Prioritize Backlog Finalize Backlog
Product Backlog
Prioritized Requirements
Sprint Planning
Set Sprint Capacity Identify Tasks Estimate Tasks
Sprint Review
Present Backlog Items Record Feedback Adjust Backlog
Daily Scrum
Completed Backlog Items Planned Backlog Items Impediments to Progress
Sprint Backlog
List of Technical Tasks Assigned to a Sprint
Potentially Shippable Product
Working Operational Software
Sprint
Select Tasks and Create Tests Create Simple Designs Code and Test Software Units Perform Integration Testing Maintain Daily Burndown Chart Update Sprint Backlog
Sprint Retrospective
10
XP Project Management
Beck, K., & Fowler, M. (2001). Planning extreme programming. Upper Saddle River, NJ: Addison-Wesley.
Created by Kent Beck at Chrysler in 1998 Release plan is comprised of customer needs Lightweight, rigorous near-term planning element
Release Planning
Exploration Phase
Iteration Planning
Build a Team Write User Stories Estimate User Stories
Split User Stories Spike User Stories Write User Tests
Commitment Phase
Sort by Value Sort by Risk Set Velocity
Choose a Scope Set Iteration Length Develop Release Plan
Steering Phase
Select Iteration Adjust Velocity Insert New Stories
New Release Plan Select Tools Adjust Teams
Exploration Phase
Analyze Release Plan Identify Iteration Goal Select User Stories
Read User Stories Develop Tasks Split Tasks
Commitment Phase
Accept Tasks Set Individual Velocity Estimate Tasks
Analyze Schedules Set Load Factors Balance Tasks
Steering Phase
Select Partner Write Unit Tests Design and Code
Unit/Integration Test User Acceptance Test Record Progress
11
Agile Project Management
Highsmith, J. A. (2004). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Created by Jim Highsmith at Cutter in 2003 Focus on strategic plans and capability analysis Most holistic agile project management framework
Innovation Lifecycle
Envision
Product Vision Product Architecture Project Objectives Project Community Delivery Approach
Focus Groups Technical Reviews Team Evaluations Project Reporting Adaptive Action
Operational Testing
Integration Testing System Testing Operational Testing Usability Testing Acceptance Testing
Development, Test, & Evaluation
Development Pairing Unit Test Development Simple Designs Coding and Refactoring Unit and Component Testing
Continuous
12
Flexible Project Management
DeCarlo, D. (2004). Extreme project management: Using leadership, principles, and tools to deliver value in the face of volatility. San Francisco, CA: Jossey-Bass.
Created by Doug DeCarlo at Cutter in 2004 Focus is on collaboration, scoping, and speed Thinner traditional project management approach
Select Personnel with Needed Skills Identify Detailed Technical Tasks Create Detailed Architectures and Designs Select and Implement Technical Solutions Perform Development and Operational Tests
Continuous Improvement
14
Intro to Agile Project Mgt.
Types of Agile Project Mgt.
Phases of Agile Project Mgt.Scaling of Agile Project Mgt.
EVM for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
15
Envision Phase
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Determine product vision and project objectives Identifies project community and project team The major output is a “Product Vision Box”
Envision Phase
Delivery Approach
Self-Organization Strategy Collaboration Strategy Communication Strategy Process Framework Tailoring Practice Selection and Tailoring
Project Objectives
Project Data SheetKey Business ObjectivesTradeoff MatrixExploration FactorRequirements Variability
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Determine the effectiveness of operational elements Identifies customer feedback and corrective actions The major output is a “Process Improvement Plan”
Adapt Phase
Team Evaluations
Communications Quality Team Cohesiveness Interpersonal Trust Individual Talent and Effort Team Performance/Effectiveness
Project Reporting
Scope and Quality Status Cost and Schedule Status Risk and Value Status Customer Satisfaction Status Team and Agility Status
Process Performance Assessment Internal Product Assessment External Product Assessment Team Performance Assessment Project Performance Assessment
Project Celebration
Individual Rewards Group Rewards Partner Rewards Managerial Rewards Product Rewards
Clean Up Open Items
Close Open Action Items Close Open Change Requests Close Open Problem Reports Close Open Defect Reports Close Open Project Issues
20
Intro to Agile Project Mgt.
Types of Agile Project Mgt.
Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.EVM for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
21
Multi-Level Teams
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Enables projects to plan for the future and present Decomposes capabilities into implementable pieces Unclogs the drainpipes to let the execution flow freely
Multi-Level Teams
Product Management Team Product Management Team
Chief Product Manager Chief Architect Product Development Manager Release Management Team members (1-2 per release team)
Release Management Team
Feature Team
Release Management Team
Product Manager Project Manager Chief Architect Feature team members (1-2 per feature team)
Feature Teams
Product Specialist (and owner) Iteration Manager Technical and product Members Development team members (1-2 per development team)
22
Multi-Level Planning
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Enables multiple level enterprise plans to co-exist Allows stakeholders to build viewpoint-specific plans Ensures capabilities are delivered at regular intervals
Multi-Level Planning
Product Roadmap Product Roadmap
Enterprise architecture needs Capability focused Vision, objectives, and backlog 18 to 36 weeks
Release Plan
Iteration Plan
Release Plan
Subsystem architecture Feature set focused Strategy, objectives, and backlog 6 to 12 weeks
Iteration Plan
Component-level architecture User story focused Implementation plan, objectives, and backlog 2 to 4 weeks
23
Multi-Level Backlog
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Enables multiple levels of abstraction to co-exist Allows customers and developers to communicate Makes optimum use of people’s time and resources
Multi-Level Backlog
Capabilities Capability
Mission goal or objective level High-level business or product function Also called an Epic, i.e., multiple feature sets Comprises 18-90 days worth of work
Feature Set
Cross-functional mission threads Related user stories that are grouped together Also called a Theme, i.e., implemented as an entity Comprises 6 to 30 days worth of work
User Story
Functional, system-level requirements Simple requirement written by customer or user A small unit of functionality having business value Comprises 2 to 10 days worth of work
Capability1
Capability2
Capability3
Feature Sets
Feature1
Feature2
Feature3
User Stories
Story 1 Story 4 Story 7
Story 2 Story 5 Story 8
Story 3 Story 6 Story 9
24
Multi-Level Coordination
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Enables lean and agile methods to scale-up Allows enterprises to create large-scale programs Unleashes optimum productivity and overall control
Multi-Level Coordination
Feature Team Feature Team Feature Team
Feature Set Team
Capability Team
Feature Set Team Feature Set Team
25
Multi-Level Governance
Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.
Enables enterprises to achieve functional needs Allows programs to coordinate functional activities Ensures optimal technical performance is achieved
Multi-Level Governance
Feature Team Feature Team Feature Team
Functional Team
Governing Team
Functional Team Functional Team
R T S
RRR
RRR
RRR
TTT
TTT
TTT
SSS
SSS
SSS
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
QIR
TA
SCD
M M M
M M
M M M
M
M M M
M M M
M M M
M M M
M M M
M M M
26
Intro to Agile Project Mgt.
Types of Agile Project Mgt.
Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.
EVM for Agile Project Mgt.Summary of Agile Project Mgt.
Agenda
27
Burndown
Rawsthorne, D. (2009). Agile metrics. Proceedings of the Agile 2009 Conference, Chicago, Illinois, USA.
Most basic tracking chart for agile projects Tracks number of work or time units completed Commonly used to track no. story points completed
28
Burndown Chart
Wor
k(S
tory
, Poi
nt, T
ask)
or E
ffor
t (W
eek,
Day
, Hou
r)
Planning (Roadmap, Release, Iteration) or Time Unit (Month, Week, Day)
Cumulative Flow
Anderson, D. J. (2004). Agile management for software engineering: Applying the theory ofconstraints for business results. Upper Saddle River, NJ: Pearson Education.
Advanced form of cumulative workflow Tracks planned vs. finished work or time units Linear progression with good project performance
29
Wor
k(S
tory
, Poi
nt, T
ask)
or E
ffor
t (W
eek,
Day
, Hou
r)
Planning (Roadmap, Release, Iteration) or Time Unit (Month, Week, Day)
Cumulative Flow Diagram
Agile EVM Adaptation of EVM for agile projects Mapping between traditional and agile projects Work completed is more authoritative in agile projects
30Sulaiman, T., Barton, B., & Blackburn, T. (2006). Agile EVM: Earned value management in scrum projects.Proceedings of the Agile 2006 Conference (Agile 2006), Minneapolis, Minnesota, USA, 7-16.
Agile EVM Chart
CPI
SPI
PPC
APC
Wor
k(S
tory
, Poi
nt, T
ask)
or E
ffor
t(W
eek,
Day
, Hou
r)
Planning (Roadmap, Release, Iteration) or Time Unit (Month, Week, Day)
Earned Business Value
Rawsthorne, D. (2010). Monitoring scrum projects with agile evm and earned business value metrics. Brisbane, CA: Collab.Net.
ROI is estimated for user stories in agile projects Value accrues with each completed user story Value of completed tasks is more meaningful
31
Earned Business Value
Wor
k(S
tory
, Poi
nt, T
ask)
or E
ffor
t (W
eek,
Day
, Hou
r)
Planning (Roadmap, Release, Iteration) or Time Unit (Month, Week, Day)
Intro to Agile Project Mgt.
Types of Agile Project Mgt.
Phases of Agile Project Mgt.
Scaling of Agile Project Mgt.
EVM for Agile Project Mgt.
Summary of Agile Project Mgt.
Agenda
32
Case Studies 70% of worldwide IT projects use agile methods Includes highly-regulated industries like U.S. DoD Even split between top-down and bottom-up adoption
33
Industry
ShrinkWrapped
ElectronicCommerce
HealthCare
LawEnforcement
Org 20 teams 140 people 5 countries
Size
15 teams 90 people Collocated 4 teams 20 people Collocated 10 teams 50 people Collocated 3 teams 12 people Collocated
U.S.DoD
Primavera
Google
Stratcom
FBI
FDA
Project
Primavera
Adwords
SKIweb
Sentinel
m2000
Purpose
ProjectManagement
Advertising
KnowledgeManagement
Case FileWorkflow
BloodAnalysis
1,838 User Stories 6,250 Function Points 500,000 Lines of Code
Metrics
26,809 User Stories 91,146 Function Points 7,291,666 Lines of Code 1,659 User Stories 5,640 Function Points 451,235 Lines of Code 3,947 User Stories 13,419 Function Points 1,073,529 Lines of Code 390 User Stories 1,324 Function Points 105,958 Lines of Code
Rico, D. F. (2010). Lean and agile project management: For large programs and projects. Proceedings of the First International Conference on Lean Enterprise Software and Systems, Helsinki, Finland, 37-43.
Leadership Considerations Agile management is delegated to the lowest level There remain key leadership roles & responsibilities Communication, coaching, & facilitation are key ones
34
Customer Communication
Product Visioning
Distribution Strategy
Team Development
Standards & Practices
Telecom Infrastructure
Development Tools
High Context Meetings
Coordination Meetings
F2F Communications
Performance Management
Facilitate selection of methods for obtaining and maintaining executive commitment, project resources, corporate communications, and customer interactionFacilitate selection of methods for communicating product purpose, goals, objectives, mission, vision, business value, scope, performance, budget, assumptions, constraints, etc.
Facilitate selection of virtual team distribution strategy to satisfy project goals and objectives
Facilitate selection of methods for training, coaching, mentoring, and other team building approachesFacilitate selection of project management and technical practices, conventions, roles, responsibilities, and performance measures
Facilitate selection of high bandwidth telecommunication products and services
Facilitate selection of agile project management tools and interactive development environment
Facilitate selection of high context agile project management and development meetings
Facilitate selection of meetings and forums for regular communications between site coordinatorsFacilitate selection of methods for maximizing periodic face to face interactions and collaborationFacilities selection of methods for process improvement, problem resolution, conflict management, team recognition, product performance, and customer satisfaction
Rico, D. F. (2010). The paradox of agile project management and virtual teams. Fairfax, VA: Gantthead.Com.
Advanced Agile Measures Agile Methods are a fundamentally new paradigm Agile Methods are “not” lighter Traditional Methods They should not be viewed through a traditional lens
Rico, D. F., Sayani, H. H., & Sone, S. (2009). The business value of agile software methods: Maximizing ROI with just-in-time processes and documentation.Ft. Lauderdale, FL: J. Ross Publishing.
Customer Collaboration
Working Software
Individuals & Interactions
Responding to Change
valuedmore than
valuedmore than
valuedmore than
valuedmore than
Agile
Met
rics
Traditional Metrics
Contracts
Documentation
Processes
Project Plans
Interaction frequency Comm. quality Relationship strength
Heath, C., & Heath, D. (2010). Switch: How to change things when change is hard. New York, NY: Random House.Patterson, K., et al. (2008). Influencer: The power to change anything: New York, NY: McGraw-Hill.
Change, no matter how small or large, is difficult Smaller focused changes help to cross the chasm Shrinking, simplifying, and motivation are key factors
36
How to Cross the Chasm
Switch How to Change Things When Change is Hard Influencer The Power to Change Anything
Direct the Rider
Follow the bright spots - Clone what works Script the critical moves - Use prescriptive behaviors Point to the destination - Focus on the end game
Motivate the Elephant
Find the feeling - Appeal to emotion Shrink the change - Use incremental change Grow your people - Invest in training and education
Shape the Path
Tweak the environment - Simplify the change Build habits - Create simple recipes for action Rally the herd - Get everyone involved
Make the Undesirable Desirable Create new experiences - Make it interesting Create new motives - Appeal to sensibility
Surpass your Limits Perfect complex skills - Establish milestones Build emotional skills - Build maturity and people skills
Harness Peer Pressure Recruit public personalities - Involve public figures Recruit influential leaders - Involve recognized figures
Find Strength in Numbers Utilize teamwork - Enlist others to help out Enlist the power of social capital - Scale up and out
Design Rewards and Demand Accountability Use incentives wisely - Reward vital behaviors Use punishment sparingly - Warn before taking action
Change the Environment Make it easy - Simplify the change Make it unavoidable - Build change into daily routine
Contract Type Description
Agile Contracting Models
Rico, D. F. (2011). The necessity of new contract models for agile project management. Fairfax, VA: Gantthead.Com.
New contract models emerged for agile contracts Goals, objectives, and visions are established early Buyers and suppliers collaborate throughout contract
37
Dynamic Value
Performance Based
Target Cost
Optional Scope
Collaborative
Lean
Specify initial scope and needs (with iterative enhancements)
Establish performance objectives (but not technical solutions)
Broad boundaries for time, cost, and quality (but not scope)
Set minimum and maximum costs (based on initial scope)
Outline initial scope (with fixed no. of releases and iterations)
Lean tools such as small batches, Kanban, WIP constraints, etc.
How do Lean & Agile Intersect?
38
Agile is naturally lean and based on small batches Agile directly supports six principles of lean thinking Agile may be converted to a continuous flow system
Womack, J. P., & Jones, D. T. (1996). Lean thinking: Banish waste and create wealth in your corporation. New York, NY: Free Press.Reinertsen, D. G. (2009). The principles of product development flow: Second generation lean product development. New York, NY: Celeritas.Reagan, R. B., & Rico, D. F. (2010). Lean and agile acquisition and systems engineering: A paradigm whose time has come. DoD AT&L Magazine, 39(6).
Economic View
Decentralization
Fast Feedback
Control Cadence& Small Batches
Manage Queues/Exploit Variability
WIP Constraints& Kanban
Flow PrinciplesAgile Values
CustomerCollaboration
EmpoweredTeams
IterativeDelivery
Respondingto Change
Lean Pillars
Respectfor People
ContinuousImprovement
Customer Value
Relationships
Customer Pull
Continuous Flow
Perfection
Value Stream
Lean Principles Customer relationships, satisfaction, trust, and loyalty Team authority, empowerment, and resources Team identification, cohesion, and communication
Lean & Agile Practices
Product vision, mission, needs, and capabilities Product scope, constraints, and business value Product objectives, specifications, and performance As is policies, processes, procedures, and instructions To be business processes, flowcharts, and swim lanes Initial workflow analysis, metrication, and optimization Batch size, work in process, and artifact size constraints Cadence, queue size, buffers, slack, and bottlenecks Workflow, test, integration, and deployment automation Roadmaps, releases, iterations, and product priorities Epics, themes, feature sets, features, and user stories Product demonstrations, feedback, and new backlogs Refactor, test driven design, and continuous integration Standups, retrospectives, and process improvements Organization, project, and process adaptability/flexibility
Hoque, F., et al. (2007). Business technology convergence. The role of business technology convergence in innovation and adaptability and its effect on financial performance. Stamford, CT: BTM Institute. 39
Agility is the evolution of management thought Confluence of traditional and non-traditional ideas Improve performance by over an order-of-magnitude
Conclusion
“The traditional world of project management belongs to yesterday”“Don’t waste your time using traditional project management on 21st century projects”
APM Textbooks
40
Over 15 text books for agile project management Many of them stem from Planning XP by Kent Beck Agile Project Mgt. by Jim Highsmith is most complete
Beck, K., & Fowler, M. (2001). Planning extreme programming. Upper Saddle River, NJ: Addison-Wesley.Schwaber, K. (2004). Agile project management with scrum. Redmond, WA: Microsoft Press.Highsmith, J. A. (2004). Agile project management: Creating innovative products. Boston, MA: Pearson Education.DeCarlo, D. (2004). Extreme project management: Using leadership, principles, and tools to deliver value in the face of volatility. San Francisco, CA: Jossey-Bass.Wysocki, R.F. (2010). Adaptive project framework: Managing complexity in the face of uncertainty. Boston, MA: Pearson Education.