Levels of Agile Planning - Professional Training … Five Levels o… · ‣ The 5 Levels of Agile...

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Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Understanding the

FIVE Levels of

Agile Planning

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

‣  Bill Gaiennie, Davisbase Consulting ‣  17 years in software development.

‣  7 years working with software development teams, ���training, leading, and coaching Agile teams.

‣  Trained and coached over 500 teams ranging from ���start-ups to Fortune 50 corporations.

Introduction and Agenda

‣  Agenda ‣  Traditional Planning Approaches

‣  The Lean Approach to Planning

‣  The 5 Levels of Agile Planning

‣  Close and Questions

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Why Do We Plan Our Projects?

‣ To reduce the risk of: ‣  Building our product wrong ‣  Building the wrong product ‣  Spending more money than agreed to ‣  Delivering a product that doesn’t meet needs

We plan in order to avoid a

FAILED PROJECT

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How Do We Traditionally Plan?

‣ We plan everything up-front ‣ We plan in great detail because... ‣  We have limited information ‣  We do not know who will need this

detail ‣  It may be a long time before we use this

detail ‣  We want to reduce the risk of waste or

rework once development commences

What!We!

Really!Want with!

Our Detailed!Plan....!

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What do we really have?

A Plan is simply a static snapshot of the best information available at that time Age | Decay | Degrade

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Why a Plan May Not Be Enough

‣  Highly dependent driven project plans don’t allow for change easily

‣  The environment into which we���deliver is changing

‣  The customer’s understanding of ���their needs evolves

‣  The team’s understanding of how���best to develop the solution will grow

‣  Our inability to perfectly predict all variables���in a complex environment leads to new planning needs

No!Perfect!Path!

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

Manufacturing

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

Manufacturing

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

Manufacturing

! Need new Shock

Absorber

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

NEW Shock Absorber

Manufacturing

! Need new Shock

Absorber

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

NEW Shock Absorber

Manufacturing

! Need new Shock

Absorber

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

NEW Shock Absorber

Manufacturing

! Need new Shock

Absorber ?

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Continuous, Just In Time" Requirements Elaboration LEAN

PRINCIPLE

Parts Warehouse

X 1,000,000’s Shock Absorber

NEW Shock Absorber

X Just what we���need right now

Manufacturing

! Need new Shock

Absorber ?

Best Available Parts | No Risk of Waste Just In Time Inventory Meant:

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Just In Time?"How Does This Relate to Software? LEAN

PRINCIPLE

‣  Like Toyota found with their manufacturing, elaborating on requirements JIT means: ‣  The team plans with the latest information available ‣  Early detailed planning efforts are not at risk for

becoming waste

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Allowance for Change

‣  Opens the opportunity to deliver a better product than what could be initially planned for

‣  Values new information that becomes available to the team or customer

‣  Respects the complexity of software and acknowledges that we can’t know everything up front

‣  Allowance for change requires not just a single plan up-front, but CONTINUOUS PLANNING

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

1

3

2

4

5

Vision Planning Yearly by the product owner

Roadmap Planning Bi-yearly by the product owner

Quarterly by the product owner and team

Iteration Planning Bi-weekly by the team

Daily Planning Daily by the team and individuals

Release Planning

The 5 Levels of Agile Planning

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Levels of Planning:"Elevations above the Details

Project / Product Details Daily Planning

Iteration Planning

Release Planning

Roadmap Planning

Vision Planning 40,000

30,000

20,000

10,000

Ground

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Product Vision Planning

‣  Not a requirements specification ‣  Concise, easy to digest ‣  Easy to communicate, easy to re-communicate ‣  Driven by the product owner to answer...

First Level of Planning

WHAT WHY the product is it is important &

30,000

20,000

10,000

Ground

VISION

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Product Roadmap Planning

‣  Takes the high-level vision and decomposes it into themes

‣  Sets themes against rough timeline ‣  Illustrates priority across product areas ‣  Used as a strategic tool by the product owner ‣  Helps drive product backlog prioritization

Second Level of Planning

Jan Feb Mar Apr May Jun

Security

User Admin Payments

Fulfillment

Product Admin

40,000

20,000

10,000

Ground

ROADMAP

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Release Planning

‣  Seeks to determine what will be included in the product and when it can be delivered

‣  Takes into consideration:Stories (product backlog), priorities, story points, velocityCustomer/Product Owner input

Third Level of Planning

Iteration 1 Story A - 3 pts Story B - 2 pts Story D - 5 pts

!Iteration 2 Story C - 5 pts Story E - 2 pts Story F - 3 pts

!Iteration 3 Story G - 8 pts Story H - 3 pts

!

Release 1

40,000

30,000

10,000

Ground

RELEASE

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Iteration Planning

‣  Development team identifies all tasks���needed to deliver the iteration’s user stories

‣  Each task is estimated in hours ‣  Team ensures that they have���

the capacity to complete���the identified work

‣  Team Commitment

Fourth Level of Planning

Iteration 1 Story A - 3 pts Story B - 2 pts Story D - 5 pts

!Story A Task 1 - 1 hr Task 2 - 8 hrs Task 3 - 2 hrs

!Story B Task 1 - 8 hrs Task 2 - 4 hrs Task 3 - 2 hrs Task 4 - 4 hrs

!Story D Task 1 - 1 hr

Task 2 - 16 hrs Task 3 - 12 hrs Task 4 - 4 hrs

40,000

30,000

20,000

Ground

ITERATION

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Daily Planning

‣  NOT a simple status report ‣  Inspect and Adapt mechanism���

for the team ‣  What did I complete���

yesterday? ‣  What will I commit to���

completing today? ‣  What obstacles or���

impediments exist? ‣  In short, team attempts to determine if they are on track

to meet the commitments they made for the iteration

Fifth Level of Planning

40,000

30,000

20,000

DAILY

30,000

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Release 1 Release 2 Release 3 Release 4

Inventory�Database �

Payment �Systems �

Security�

Fulfillment �Systems �

Product Tracking � Customer Loyalty�

Advertising �

Product Roadmap�Product Vision�

The Five Levels of Planning How They All Work Together

Q1! Q2! Q3! Q4!

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

‣ Find experts that can point you in the right direction if you need help or guidance.

‣ Share what you learn about the approach with those teams around you

‣  It takes time to get good at anything, Agile is no exception, but the rewards are well worth it.

Your Call To Action

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

“Simplicity does not precede

complexity, it follows it.” - Alan Perlis

“Whether your next project is a SUCCESS or a failure is not a matter of chance, it is a matter of choice.” - A wise Agile coach and trainer

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

Your Questions, My Answers Note: For those questions we do not have time to answer during the webinar,��� I will be providing a written response.

Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE

‣ Go to ccrs.pmi.org ‣ Search for ASPE as a Registered Education Provider. Our

number is 2161. ‣ At the bottom of our details page, select���“See Provider’s Activities” ‣ Find the activity and code stated by the ASPE moderator

during the seminar ‣ The seminars are typically a Category A for one PDU

Webinar Code: ���WS072011

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