Integrating Quality into Portfolio Management

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Brent BartonChris Sterling

Brent Barton - Sterling Barton, LLC

Partner, Sterling Barton, LLC

Former CTO. Active Agile Coach, Mentor, Certified Scrum Trainer

More than 15 years software development in many roles as both employee and consultant for organizations from small start ups to multinational corporations

Actively involved in Agile Rollouts from small Product companies to very large IT organizations

Scrum Articles

“AgileEVM – Earned Value Management in Scrum Projects”, IEEE

“Implementing a Professional Services Organization Using Type C Scrum”, IEEE

“Establishing and Maintaining Top to Bottom Transparency Using the Meta-Scrum”, AgileJournal

“All-Out Organizational Scrum as anInnovation Value Chain”, IEEE

Email: brent@sterlingbarton.comWeb: www.sterlingbarton.com

Blog: gettingagile.comFollow me on Twitter: brentbarton

Chris Sterling – Sterling Barton, LLC

Partner, Sterling Barton, LLC

Consults on software technology, Agile technical practices, Scrum, and effective management techniques

Certified Scrum Trainer

Innovation Games® Trained Facilitator

Open Source Developer

Software architecture consulting for Agile Teams:

Continuous Integration

Source Code Monitoring

Release Management

Design techniques

Email: chris@sterlingbarton.com Web: http://www.sterlingbarton.comBlog: http://www.gettingagile.com

Follow me on Twitter: @csterwa

Meet Earl - Strategic Planner

Earl just finished the annual portfolio budgeting process for the new fiscal year

Meet Geoff -“Project Manager”

Geoff was a Software Developer

and is now in charge of Saturn

Saturn is a key part of a company-wide strategy

Portfolio is Done for the year! (Today is the beginning of our new Fiscal Year)

Later, Some things aren’t looking as good

[Pause for enlightening discussion]

Defect Containment is helping...not solving

So...what is happening? Who is affected?

Continuous Integration

Meet Huang -Test Engineer

Huang is a Software Development Engineer in Test - SDET

Huang wants to proud of the quality of every release

How can I help?

Meet Earl - Strategic Planner

How do I balance Value and Quality?

Balancing Signal Indicators - (some weaker than others)

Quality Constraints(Schedule, Cost, Scope)

Source: Jim Highsmith

Meet Sonia - Program Manager

Sonia is a Program Manager

Uses Scrum well...good servant leader

How can I help ensure better

Quality?

Definition of Done

Defines the work products that will be delivered with each item as it is ready for acceptance

Typical entries in Definition of Done

Code includes unit tests, reviewed, checked in

Tests described and executed

Build, release notes

Compliance documentation updated to include current functionality

What else?19

Definition of Done as a Compliance Checklist

Acceptance defined criteria for each user story

Unit tests written and passed

Code compiles with no errors and no warnings

New code doesn’t break existing code

Test case review (Dev to review test case written)

Architectural impact assessed and artifacts updated if necessary

Comments in code

Error codes added

Code reviewed by peer

Code checked in with reference to US#/Task#

Tested on FE

Integration test written & passes

Test code reviewed

Environment requirements documented

Interface document updated/added and checked in to SVN

Acceptance criteria verified complete

All P1-P3 bugs for the story are closed

Test approves user story

Story demonstrated to product owner and accepted on Target Platform

How does a “Release Definition of Done” help?

Every release should have clear quality criteria

With a “Release Definition of Done” you can understand targets better

Measure the gap between the teams’ Definition of Done and a Release Definition of Done.

This gap is a source of quality issues and represents significant risk to schedule

I think we’re “done”

Integrating Quality into Portfolio Management

Business