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QAI Quest 2016
63

Value stream mapping and kaizen in agile retrospectives

Jan 14, 2017

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Angela Dugan
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Page 1: Value stream mapping and kaizen in agile retrospectives

QAI Quest 2016

Page 2: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Page 3: Value stream mapping and kaizen in agile retrospectives

Deconstruction SAFe – the Scaled Agile

Framework in a Nutshell on April 20th from 1:30pm to

3:00pm

[email protected] Twitter: @OakParkGirl

Page 4: Value stream mapping and kaizen in agile retrospectives

Decomposing SAFe

Saturday, April 30th, 2016 at IIT – Chicago

Always FREE!

Registration is OPEN! http://www.chicagocodecamp.com/

Page 5: Value stream mapping and kaizen in agile retrospectives

Discussion of Lean principals

Quick review of Agile

A Look at Agile Retrospectives

Kaizen

Value Stream Mapping

Kaizen and VSM in Agile Retrospectives

[email protected] Twitter: @OakParkGirl

Page 6: Value stream mapping and kaizen in agile retrospectives

Specify value

Map the value stream

Establish flow and eliminate waste

Create pull

Continuously improve

[email protected] Twitter: @OakParkGirl

Lean

Page 7: Value stream mapping and kaizen in agile retrospectives

Japanese term meaning "the real place.“

Lean definition = the place where work is actually being

done or value is being created

Go to where the problem is if you want to have a real

chance of solving it!

[email protected] Twitter: @OakParkGirl

Lean

Page 8: Value stream mapping and kaizen in agile retrospectives

No one knows best what and how to improve than the people closest to the work!

Lean

Page 9: Value stream mapping and kaizen in agile retrospectives

Discussion of Lean principals

Quick review of Agile

A Look at Agile Retrospectives

Kaizen

Value Stream Mapping

Kaizen and VSM in Agile Retrospectives

[email protected] Twitter: @OakParkGirl

Page 10: Value stream mapping and kaizen in agile retrospectives

Iterative development methodology where requirements evolve through collaboration between the customer and self-organizing teams. Agile business approach aligns software development efforts with business and customer needs.

Agile

Page 11: Value stream mapping and kaizen in agile retrospectives

Individuals and interactions over processes and tools

Working software over comprehensive documentation

Customer collaboration over contract negotiation

Responding to change over following a plan

OVER <> INSTEAD OF

Agile

Page 12: Value stream mapping and kaizen in agile retrospectives
Page 13: Value stream mapping and kaizen in agile retrospectives

State of Agile (VersionOne) 2015

Page 14: Value stream mapping and kaizen in agile retrospectives

Agile

Page 15: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Page 16: Value stream mapping and kaizen in agile retrospectives

Discussion of Lean principals

Quick review of Agile

A Look at Agile Retrospectives

Kaizen

Value Stream Mapping

Kaizen and VSM in Agile Retrospectives

[email protected] Twitter: @OakParkGirl

Page 17: Value stream mapping and kaizen in agile retrospectives
Page 18: Value stream mapping and kaizen in agile retrospectives

Stop Doing

Start Doing

Continue Doing

[email protected] Twitter: @OakParkGirl

Page 19: Value stream mapping and kaizen in agile retrospectives

Set the stage

Gather Data

Generate Insights

Decide What to Do

Close the Retro

Retrospectives

Set the stage

Gather Data

Generate Insights

Decide What to

Do

Close the Retro

Page 20: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Page 21: Value stream mapping and kaizen in agile retrospectives

1. Setting the stage: Think about the check-in process for the

QAI conference.

2. Gather Data: Did anyone not have a badge ready when they

arrived? Was your name wrong? How long did it take?

3. Generate Insights: Any patterns? Root causes?

4. Decide What to Do: What are some reasonable

improvements for the 2017 conference?

5. Close the Retro

[email protected] Twitter: @OakParkGirl

Retrospectives

Page 22: Value stream mapping and kaizen in agile retrospectives

Process: Agile (kinda)

Team Size: 16 (3 BAs, 8 DEV, 2 AUTO, 3 QA, 1 PO)

Project: Complete rewrite and consolidation of 2 legacy

customer and employee portals into 1 website

Timeline: 2 years and still going strong. Original release

date was supposed to be Dec 1, 2015

[email protected] Twitter: @OakParkGirl

Retrospectives

Page 23: Value stream mapping and kaizen in agile retrospectives

03/18/16 Retrospective Notes

Insights:

Standups are taking 45 minutes. Too hard to get through everyone’s status (scrum master)

Product owner not approving User Stories before grooming, so team committing to “half-done” stories and end up doing a lot of in-sprint refinement (dev lead)

Vendor shipping rates engine delivered a week late and quality was poor. Team wasted 2 days manually backing out the changes and restoring the old version to environments. (whole team)

Team sometimes waits up to an hour for CI builds to finish. Need another build server and CI environment. (dev lead)

The team carrying an average of 50% of committed stories into the next sprint (product owner)

Action items and owners:

Focus standups on WIP only, avoid stand-up turning into a status meeting - Scrum master

Review agreed upon timelines with vendor, what recourse do we have when things are late or broken? - Product owner

Work with operations team to setup a new CI environment - Dev lead

Retrospectives

Page 24: Value stream mapping and kaizen in agile retrospectives

04/01/16 Retrospective NotesInsights:

Standups are better. Still taking 30 minutes due to disagreements about story acceptance criteria. (scrum master)

Vendor shipping rates engine delivered on time, but services did not match the documentation so we’ve had a big increase in bugs the past few sprints. (QA lead)

Development team still waiting on new CI environment. (DEV lead)

The team’s had an increasing number of defects overall, many due to misunderstood requirements. The tests QA writes are based on original requirements, but they aren’t notified when requirements change (QA lead)

The team still carrying 50% of committed stories over into the next sprint, many items are rejected during sprint review

due to requirements not being fully met (product owner)

Action items and owners:

Make sure more time is spent discussing AC during backlog grooming - Scrum master

Meet with vendor to discuss our standing SLA. What recourse do we have for missed milestones? - Product owner

Work with operations team to setup a new CI environment - Dev lead

Retrospectives

Page 25: Value stream mapping and kaizen in agile retrospectives

04/15/16 Retrospective NotesInsights:

Standups are on track, team doing a great job of focusing on WIP

CI environment is up and running as of late last night!

Developers encountered no issues with vendor code, but still needs to go through QA to be sure (dev lead)

Team moving from Skype to Slack for day-to-day communication (dev lead)

BA team is very waterfall and is still struggling with user story development (dev lead)

Not enough user stories on the backlog for next sprint, never seem ready for approval (Product Owner)

Over 50% of features being rejected in Sprint Review due to defects (Product Owner)

Manual testing required for regression has outgrown available team capacity, we may be missing bugs! (QA lead)

Action items and owners:

Work with BAs and product owner on agile user story development techniques – scrum master

Focus on reviewing features with PO as soon as complete, don’t wait for Sprint Review – dev team

Recruit sales and marketing folks to assist with manual testing – QA lead

Retrospectives

Page 26: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Page 27: Value stream mapping and kaizen in agile retrospectives

Discussion of Lean principals

Quick review of Agile

A Look at Agile Retrospectives

Kaizen

Value Stream Mapping

Kaizen and VSM in Agile Retrospectives

[email protected] Twitter: @OakParkGirl

Page 28: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Kaizan

Page 29: Value stream mapping and kaizen in agile retrospectives

Identify an opportunity

Analyze the process

Develop an optimal solution

Implement the solution

Study the results

Standardize the solution

Plan for the future

[email protected] Twitter: @OakParkGirl

Kaizan

Page 30: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Kaizan

Identify an opportunity

Analyze the

process

Develop an

optimal solution

Act on the

solution

Study the

results

Share the

solution

Plan for the

future

Page 31: Value stream mapping and kaizen in agile retrospectives

How is the Kaizen process different than what a team does in a

retrospective?

Where do the two methods overlap?

[email protected] Twitter: @OakParkGirl

Kaizan

Page 32: Value stream mapping and kaizen in agile retrospectives

A Kaizen burst, also known as a Kaizen blitz, refers to a short burst of activity that solves a problem with intensity and urgency.

The goal of a Kaizen burst is to identify and quickly remove waste

Kaizen bursts are focused activity on a particular process or activity

[email protected] Twitter: @OakParkGirl

Page 33: Value stream mapping and kaizen in agile retrospectives

04/18/16 Retrospective Themes

Recurring issues:

Identify an opportunity

Analyze the

process

Develop an

optimal solution

Act on the

solution

Study the

results

Share the

solution

Plan for the

future

Page 34: Value stream mapping and kaizen in agile retrospectives

1. Break into teams of ~5 people

2. Review the Acme case study and retro notes

3. Identify ~3 recurring themes in the retrospective notes

4. Prioritize those items in order of ROI

[email protected] Twitter: @OakParkGirl

Identify an opportunity

Analyze the

process

Develop an

optimal solution

Act on the

solution

Study the

results

Share the

solution

Plan for the

future

Page 35: Value stream mapping and kaizen in agile retrospectives

1. What recurring themes did the teams identify in the

retrospective notes?

2. Which theme had the highest ROI on your team?

[email protected] Twitter: @OakParkGirl

Page 36: Value stream mapping and kaizen in agile retrospectives

04/18/16 Retrospective Themes

Recurring issues:

Too much rework due to incomplete or misunderstood requirements

Operations team is a bottleneck

Quality issues due to lack of automated tests adding risk

Identify an opportunity

Analyze the

process

Develop an

optimal solution

Act on the

solution

Study the

results

Share the

solution

Plan for the

future

Page 37: Value stream mapping and kaizen in agile retrospectives

Discussion of Lean principals

Quick review of Agile

A Look at Agile Retrospectives

Kaizen

Value Stream Mapping

Kaizen and VSM in Agile Retrospectives

[email protected] Twitter: @OakParkGirl

Page 38: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Value Streams

Page 39: Value stream mapping and kaizen in agile retrospectives

Visualizes process and problems

Qualitative tool for identifying and eliminating waste

Aligns organizations and promotes teamwork

Spans entire value chain from requirements to delivery

Results in model of current state, future state, and an

implementation plan

[email protected] Twitter: @OakParkGirl

Value Streams

Page 40: Value stream mapping and kaizen in agile retrospectives

1. Define Customer Value

2. Create and Analyze the Current State VSM

3. Create and Analyze the Future (Ideal) State VSM

4. Create an Action Plan

[email protected] Twitter: @OakParkGirl

Value Streams

Define Customer Value

Create and Analyze the

Current State VSM

Create and Analyze the Future

State VSM

Create an Action Plan

Page 41: Value stream mapping and kaizen in agile retrospectives

The Acme software team strives to deliver all features that they commit to at the end of each and every sprint, with high quality, to the Product Owner.

[email protected] Twitter: @OakParkGirl

Define Customer Value

Create and Analyze the

Current State VSM

Create and Analyze the Future

State VSM

Create an Action Plan

Page 42: Value stream mapping and kaizen in agile retrospectives

Identify the product or process

Define the scope of the mapping project.

Map the process steps

Include information flow

Collect process data.

Create a time line

[email protected] Twitter: @OakParkGirl

Define Customer Value

Create and Analyze the

Current State VSM

Create and Analyze the Future

State VSM

Create an Action Plan

Page 43: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Define Customer Value

Create and Analyze the

Current State VSM

Create and Analyze the Future

State VSM

Create an Action Plan

Page 44: Value stream mapping and kaizen in agile retrospectives

Customer value/Opportunity: all committed features are

delivered in line with requirements with high quality

Reviewing Acme’s Current State VSM answer the following:

1. What activities are wasteful (not value added)?

2. Where are there bottlenecks?

3. In your experience, what steps/activities seem to be missing?

[email protected] Twitter: @OakParkGirl

Value Streams

Identify an opportunity

Analyze the

process

Develop an

optimal solution

Act on the

solution

Study the

results

Share the

solution

Plan for the

future

Page 45: Value stream mapping and kaizen in agile retrospectives

Discussion of Lean principals

Quick review of Agile

A Look at Agile Retrospectives

Kaizen

Value Stream Mapping

Kaizen and VSM in Agile Retrospectives

[email protected] Twitter: @OakParkGirl

Page 46: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Page 47: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Identify an opportunity

Analyze the

process

Develop an

optimal solution

Act on the

solution

Study the

results

Share the

solution

Plan for the

future

Identify Scope of Value Stream Map

Create & Analyze the Current State

Create & Analyze Future State

Refine Retrospective Action Items

Set the stageGather Data

Generate Insights

Decide What to Do

Close the Retro

Page 48: Value stream mapping and kaizen in agile retrospectives

04/18/16 Retrospective Themes

Recurring issues:

Too much rework due to incomplete or misunderstood requirements

Operations team is a bottleneck

Quality issues due to lack of automated tests adding risk

Identify an opportunity

Analyze the

process

Develop an

optimal solution

Act on the

solution

Study the

results

Share the

solution

Plan for the

future

Page 49: Value stream mapping and kaizen in agile retrospectives

1. Return to teams

2. Discuss the chosen recurring theme/opportunity

3. Map out a process Current State VSM for that theme

• Identify who is doing what

• Identify value add activities

• Identify wasteful (non-value add) activities

• Always consider customer value

[email protected] Twitter: @OakParkGirl

Page 50: Value stream mapping and kaizen in agile retrospectives

1. Choose a team representative

2. Presents the team’s identified critical issue(s)

3. Walk through current state map around the identified issue(s)

[email protected] Twitter: @OakParkGirl

Page 51: Value stream mapping and kaizen in agile retrospectives

The current state map is a starting point for applying lean principles to

improving your process

This involves one or more of the following:

Improving cycle time

Reducing downtime

Improving quality/reducing errors

Focusing on delivering what the customer wants when they want it

[email protected] Twitter: @OakParkGirl

Page 52: Value stream mapping and kaizen in agile retrospectives

[email protected] Twitter: @OakParkGirl

Page 53: Value stream mapping and kaizen in agile retrospectives

1. Return to teams

2. Analyze current state map

a) Determine what processes, activities, and deliverables to keep

b) Determine what processes, activities, and deliverables to replace

c) Collaborate to add new processes or activities to replace waste (if

needed)

[email protected] Twitter: @OakParkGirl

Page 54: Value stream mapping and kaizen in agile retrospectives

1. Choose a team representative

2. Present future state map and point out where:

a. You identified wasteful activities

b. Where you added additional activities

[email protected] Twitter: @OakParkGirl

Page 55: Value stream mapping and kaizen in agile retrospectives

Action Steps: What Will Be Done?

Responsibilities: Who Will Do It?

Timeline: By When? (Day/Month)

Resources: Resources Available, Resources Needed (financial, human, political & other)

Potential Barriers: What individuals or organizations might resist? How?

Communications Plan: Who is involved? What methods? How often?

[email protected] Twitter: @OakParkGirl

Page 56: Value stream mapping and kaizen in agile retrospectives

04/05/16 Action Plan

Identify an opportunity

Analyze the

process

Develop an

optimal solution

Act on the

solution

Study the

results

Share the

solution

Plan for the

future

Action Steps: Start holding proper grooming meetings with the whole team!

Accountability: Product owner and scrum master

Timeline: Next sprint’s Grooming meeting on April 15th

Resources: need to secure the larger conference room

Potential Barriers: sales team meets in that room, can they shift to afternoon?

Communications Plan: SM and PO to send email explaining need for proper grooming meetings. PO will also have f2f conversations to make sure we have “buy-in” from business folks

Page 57: Value stream mapping and kaizen in agile retrospectives

1. Return to teams

2. Create an action plan to move from your current state to your ideal state

a) Action Steps

b) Responsibilities

c) Timeline

d) Resources

e) Potential Barriers

f) Communications Plan

[email protected] Twitter: @OakParkGirl

Page 58: Value stream mapping and kaizen in agile retrospectives

Study the results

Share the solution

Plan for the future

[email protected] Twitter: @OakParkGirl

Page 59: Value stream mapping and kaizen in agile retrospectives

Make sure the right people attend

Make sure that leadership is aware of your efforts and “has your

back”

Allocate enough time to analyze the important issues

Keep future state and action plan documents someplace visible

to everyone

[email protected] Twitter: @OakParkGirl

Page 60: Value stream mapping and kaizen in agile retrospectives

Discussion of Lean principals

Quick review of Agile

A Look at Agile Retrospectives

Kaizen

Value Stream Mapping

Kaizen and VSM in Agile Retrospectives

[email protected] Twitter: @OakParkGirl

Page 61: Value stream mapping and kaizen in agile retrospectives

Agile Kaizen: http://agilekaizen.net/

Agile Retrospectives: https://pragprog.com/book/dlret/agile-retrospectives

Lean Change Management: Amazon has a great price!

Kim Scott’s Radical Candor: http://www.businessinsider.com/the-surprising-secret-to-being-a-good-boss-2015-12

Value Stream Mapping: How to Visualize Work and Align Leadership for Organizational Transformation (95% off kindle version on Amazon)

[email protected] Twitter: @OakParkGirl

Page 62: Value stream mapping and kaizen in agile retrospectives

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/andugan

Slideshare.NET: http://www.slideshare.net/angelabinkowski

Twitter: @OakParkGirl, @ChicagoALM, @TeamPolaris

Blog - http://www.tfswhisperer.com/

Chicago Visual Studio ALM User Group - http://www.chicagoalmug.org/

Polaris Solutions website - http://www.polarissolutions.com/

[email protected] Twitter: @OakParkGirl

Page 63: Value stream mapping and kaizen in agile retrospectives