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
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
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
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
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
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