THE DISCIPLINED AGILE (DA) TOOLKITAn Agile/Lean Toolkit for optimizing your Way of Working (WoW)
David Shapiro is a Senior Director of
engineering at Openlink leading multiple
software development and DevOps teams.
David has driven DA adoption and
transformation at Openlink, as well as other
Global Enterprise Trading System Software
companies.
David is an innovative hands-on certified
Disciplined Agile Coach, Practitioner, and
Instructor. He is an Advisory Council member
of the Disciplined Agile Consortium, a PMI
member belonging to the NYC and LI
chapters, actively working with DA
Champions throughout the PMI organization
to forward the DA initiative and adoption.
David is recognized for his unique ability to
develop top talent and cultivate high-
performance teams that continuously exceed
expectations.
917.796.4959
THE DISCIPLINED AGILE (DA) TOOLKITAn Agile/Lean Toolkit for optimizing your Way of Working (WoW)
David [email protected]
917.796.4959
Copyright 2020 Project Management Institute
David Shapiro
Senior Director of Technology for Openlink
Software Development & DevOps
• Founder & President of Dovetail Agile Partners
• Disciplined Agile Consortium Advisory Council
• Certified DA Instructor, Coach, Practitioner, DA Partner
• Disciplined Agile Lean Scrum Master (DALSM)
• UX Certified NN/g, CSM Scrum Alliance
• CSTA, ATD, Six Sigma
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
AGENDA
18 MARCH 2020 4
1. What is Disciplined Agile?
2. Why Disciplined Agile?
3. Overview of Disciplined Agile
4. Choosing Your WoW
The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
• PMI Recently Purchased Disciplined Agile
• PMI DA Champions
• Awareness sessions
• First adopters
• Continuous learning & improvement
• Changes coming out of the acquisition – Marriage ☺
PMI Acquisition of Disciplined Agile
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
WHAT IS DISCIPLINED
AGILE?
18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 6
• Rich, comprehensive, well-organized toolkit of strategies
• Disciplined, agnostic, professional, enterprise approach
• Guided Continuous Improvement
• Contextual choices that lead to better decisions
What is Disciplined Agile?
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
• Disciplined Agile begins with a set of 7 principles
• Presents an organizational eco-system called Process Blades (Process Areas)
• Describes a set of lifecycles for delivering solutions
• DA FLEX helps understand and improve organizational flow of value streams
• Provides a set of Goals and Goal Diagrams (decision points, options, trade-offs)
• Encourages Lean Governance with implicit behaviors and lightweight milestones
• Kaizen techniques used to improve your way of working (WoW)• Guided Continuous Improvement
What is the Disciplined Agile Toolkit?
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
Why
Disciplined Agile?
• Agile is important to everyone
• Scope, scale, complexity is increasing
• Traditional predictive approaches do not work for complex projects
• Increased competition, increased demand
• Deliver more, faster
• High demand for talent
• People first
• Autonomy, Mastery, Purpose
• Difficult to attract the best talent
• Higher recognition when seeking opportunities
Why is Agile Important?
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
Successful Agile Organizations Take Responsibility for Evolving their own Agility
• Success doesn’t come from adopting a
prescriptive framework or methodology.
• For true business agility, we need to
Choose our Agile WoW™, optimizing for
our unique situations
• Disciplined Agile provides the toolkit.11
1118 MARCH 2020 11
Why Disciplined Agile?
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
Organizations using Disciplined Agile
OVERVIEW OF
DISCIPLINED AGILE
18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
13
Mindset
Disciplined Agile (DA) is described in four views
14
People
PracticesFlow
Roles &
responsibilities
Team structures
Lifecycles
WorkflowsGoal diagrams
Principles and
guidelines
The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 18 MARCH 2020
• 7 Principles Focusing on value
What is Disciplined Agile?
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
• Increased Transparency
• Sprint-based approach
• Short feedback loops
• Self-organization, autonomy
• Embrace changing requirements
• Enterprises require alignment
It Takes “Discipline”
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
17
Your Organization is a Complex Adaptive System (CAS)
18 MARCH 2020 17
DAD supports a robust set of roles
Team Lead
• Agile process expert, keeps team focused on achievement of goals, removes impediments
Product Owner
• Owns the product vision, scope and priorities of the solution
Architecture Owner
• Owns the architecture decisions and technical priorities, mitigates key technical risks
Team Member
• Cross-functional team members that deliver the solution
Stakeholder
• Includes the customer but also other stakeholders such as Project Sponsor, DevOps, architecture, database groups, governance bodies
There are a myriad of roles within organizations
18 MARCH 2020 19
Agile team roles:
• Team Lead
• Lean Scrum Master
• Project Manager
• Specialized Lead/Manager
• Product Owner
• Team Member
• Architecture Owner
Enterprise roles:
• Chief Financial Officer
• People Manager
• Procurement Officer
• Portfolio Manager
• Data Manager
• Reuse Engineer
• And more…
18 MARCH 2020 20
Business Agility: Process Blades
The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
Disciplined Agile Lifecycles
• Work item list
• Iteration based
• Push work into iteration
• Ceremonies on cadence
• Release infrequently
• Work item pool
• Kanban based
• Pull work based on
capacity
• Ceremonies on demand
• Release on demand
• Work item list
• Iteration based
• Push work into iteration
• Ceremonies on cadence
• Release continuously
• Work item pool
• Kanban based
• Pull work based on
capacity
• Ceremonies on demand
• Release continuously
• Team of Teams
• Lean start-up
• Build, inspect, pivot
High-Level View - Delivery Lifecycle
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
Full Delivery Lifecycle
Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview
24
Milestone Fundamental Question Asked
Stakeholder vision Do stakeholders agree with your strategy?
Proven architecture Can you actually build this?
Continued viability Does the effort still make sense?
Sufficient functionality Does it make sense to release the current solution?
Production ready Will the solution work in production?
Delighted stakeholders Are stakeholders happy with the deployed solution?
Inception Construction Transition
Initiate the endeavor Development of a potentially consumable solution Deploy the solution
Proven architecture
Stakeholder visionContinued viability
(several)
Sufficient functionalityProduction ready
Delighted stakeholders
Lean Governance – Baked into Disciplined Agile
18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
24
DA FLEX is the Value Streams Layer
18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 25
Disciplined Agile
Delivery (DAD)
Disciplined
DevOps
Portfolio
Management
Product
Management
Continuous
Improvement
Business
Operations
MarketingStrategy
Governance
26
Choosing Your
Frameworks Aren’t Silver Bullets
18 MARCH 2020 27
What if your staff is not sufficiently skilled?
What if the prescriptive advice does not suit your organization’s context?
Don’t you need to do better than simply copying someone else’s approach?
Continuous Improvement via Kaizen Loops
The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
Effectiveness
Time
2818 MARCH 2020
Guided Continuous
Improvement (GCI)
Identify Problem
Identify Potential
Solution(s)
Try the Solution(s)
Assess
Effectiveness
Adopt What WorksAbandon What
Doesn’t Work
Share Learnings
Some experiments fail.
You learn something, but
it’s still a failure.
Failing fast is fine, but
succeeding early is better.
If we get better at this,
we succeed more often
and we improve faster.
We can do this if we have
access to an experienced
agile coach, but they’re
expensive and hard to find.
We can do this if we have
access to a process
knowledgebase, like the
Disciplined Agile (DA)
toolkit.29
18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
29
30
18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
31
Effectiveness
Time
Continuous
Improvement
Guided
Continuous
Improvement (GCI)
Guided Continuous Improvement (GCI)
18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
31
You Can Improve Your Way Out of Method Prison
32
Start where you are,
do the best that you can in the situation that you face,
and always strive to get better.
18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
32
“Better Decisions Lead
to Better Outcomes”
33
• Disciplined Agile is a rich, comprehensive and
well-organized toolkit of strategies to help your
organization be more successful with Agile
• DA brings a disciplined, agnostic, professional,
enterprise approach to agile which is what our
industry has been lacking in the past
• Understanding what your options are, and
which ones work in different contexts leads to
better decisions
In Summary
18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
Disciplined Agile Resources
Choose Your WoW!
A Disciplined Agile Delivery Handbook
for Optimizing Your Way of Working,
by Scott Ambler & Mark Lines (2019)
• DAD Blog: www.DisciplinedAgileDelivery.com
• DAD Certification: www.DisciplinedAgileConsortium.org
• DAD LinkedIn Discussion Group:
• http://www.linkedin.com/groups/Disciplined-Agile-Delivery-4685263
Certification
StartTeam
Experience
DISCIPLINED
AGILISTDA
DALSMCERTIFIED
DISCIPLINED
AGILIST
CDA
Lead
Experience
CERTIFIED
DISCIPLINED AGILE
PRACTIONERCDAP
DISCIPLINED AGILE
LEAN SCRUM
MASTERDALSM
Coaching
Experience
Instructor
Training
Agreement
CERTIFIED
DISCIPLINED AGILE
COACHCDAC
CERTIFIED
DISCIPLINED AGILE
INSTRUCTORCDAI
Certification Roadmap – High-Level