THE DISCIPLINED AGILE (DA) TOOLKITAn Agile/Lean Toolkit for optimizing your Way of Working (WoW)
Jonathan Lee, PMP, DALSM, CDAI, CSM
Past President & DA Champion, PMI Chicagoland
VP Professional Services, CCS Technology Group
May 13, 2020
Copyright 2020 Project Management Institute
AGENDA
12 MAY 2020 2
1. What is Disciplined Agile and Why?
2. Overview of Disciplined Agile
3. Choosing Your WoW
4. What’s Next?
The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
WHAT IS DISCIPLINED
AGILE AND WHY?
12 MAY 2020
The Disciplined Agile (DA) Toolkit Copyright 2020 Project
Management Institute 3
Introduction to
Disciplined Agile (DA)
12 MAY 2020 4
DA became part of the PMI family in August 2019
DA provides guidance to help organizations
choose their way of working (WoW) in a
context-sensitive manner, providing a solid
foundation for business agility
DA is a toolkit of Agile strategies and practices
to complement any agile framework or method
such as Scrum or SAFe
The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management InstituteThis Photo by Unknown Author is licensed under CC BY
Disciplined Agile is an agnostic hybrid that leverages strategies from a variety of sources
5
Scrum
Extreme Programming
LeanKanban
Unified Process Agile Modeling
Agile Data“Traditional”PMIBok Guide®
DevOps …and moreSAFe®
Agile has Devolvedinto Chaos
6
• Hundreds of Practices
• Significant overlap
• Significant gaps
• Conflicting advice
• Niche Certifications
12 MAY 2020
The Disciplined Agile (DA) Toolkit Copyright 2020 Project
Management Institute
Tribes
Continuous Integration
Continuous Deployment
Test driven development (TDD)
Pair programming
Mob programming
Daily standups
Taskboards
Burndowns
Burnups
OKRs
GQM
Squads
Program Increments (PIs)
Release Planning
Net Promoter Score (NPS)
Guilds
Scrum
Epics
User stories
Technical Debt
Product Owners
Architecture OwnersSpikes
MVPs
MBIs
Automated tests
Acceptance Tests
Regression testing
BDD
ATDD
DevOps
Refactoring
Database refactoring
Generalizing specialists
User Experience
Design
Split testing
Exploratory testing
Active stakeholder participation
Onsite customer
Demos
Shift left
Shift right
Canary testing
Backlogs
Open space
Dashboards
Static analysis
Dynamic analysis
Business canvas
DISCIPLINED AGILE
Enables teams to choose their
Way of Working (WoW)TM
An umbrella over all of agile,
DA makes the Agile
landscape - and “when to use
what” - clear
Your WoW
12 MAY 2020
The Disciplined Agile (DA) Toolkit Copyright 2020 Project
Management Institute 7
Tribes
Continuous Integration
Continuous Deployment
Test driven development (TDD)
Pair programming
Mob programming
Daily standups
Taskboards
Burndowns
Burnups
OKRs
GQM
Squads
Program Increments (PIs)
Release Planning
Net Promoter Score (NPS)
GuildsScrum
Epics
User stories
Technical Debt
Product Owners
Architecture OwnersSpikes
MVPs
MBIs
Automated tests
Acceptance Tests
Regression testing
BDD
ATDD
DevOps
Refactoring
Database refactoring
Generalizing specialists
User Experience
Design
Split testing
Exploratory testing
Active stakeholder participation
Onsite customer
Demos
Shift left
Shift right
Canary testing
Backlogs
Open space
Dashboards
Static analysis
Dynamic analysis
Business canvas
1st Poll Questions
1. Are you familiar with Disciplined Agile (DA)?
2. Do you currently hold any other Agile certifications (not DA)?
3. What type of framework/methodology does your organization practice currently?
12 MAY 2020Disciplined Agile 8
OVERVIEW OF
DISCIPLINED AGILE
12 MAY 2020
The Disciplined Agile (DA) Toolkit Copyright 2020 Project
Management Institute 9
Mindset
Disciplined Agile (DA) is described in four views
10
People
PracticesFlow
Roles &
responsibilities
Team structures
Lifecycles
WorkflowsGoal diagrams
Principles and
guidelines
Agile Software Development Manifesto vs. The DA Manifesto
The Discipline Agile (DA) Manifesto
We are uncovering better ways of working (WoW) by doing it and helping others to do it.
Through this work we have come to value:
Individuals and interactions over process and tools
Consumable solutions over comprehensive documentation
Stakeholder collaboration over contract negotiation
Responding to feedback over following a plan
Transparency over (false) predictability
That is, while there is value in the items on the right, we value the items on the left more.
11
The Seven Principles of Disciplined Agile
12
DelightCustomers
Pragmatism
BeAwesome
ContextCounts
Choice isGood
OptimizeFlow
EnterpriseAwareness
13
Your Organization is a Complex Adaptive System (CAS)
12 MAY 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 13
Primary Roles on Disciplined Agile Delivery (DAD) Teams
NOVEMBER 2019Foundations of Disciplined Agile © 2019 Project Management Institute, Inc. 14
Team LeadAgile process expert, keeps team focused on achievement of
goals, removes impediments
Product OwnerOwns the product vision, scope and priorities of the solution
Architecture OwnerOwns the architecture decisions and technical priorities,
mitigates key technical risks
Team MemberCross-functional team members that deliver the solution
StakeholderIncludes the customer but also other stakeholders such as the
sponsor, operations engineers, support staff, architecture,
database groups, finance, and more
12 MAY 2020 15
Business Agility: Process Blades
The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute
Process blades
encompass lots
of practices
C O A C H E S C O R N E R
Teams should choose an appropriate lifecycle
16
Program
Exploratory
Lean Continuous
Delivery: Lean
Continuous
Delivery: Agile
Agile
The Agile Lifecycle
17
18
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
12 MAY 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 18
DA FLEX is the Value Streams Layer
12 MAY 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 19
Disciplined Agile
Delivery (DAD)
Disciplined
DevOps
Portfolio
Management
Product
Management
Continuous
Improvement
Business
Operations
MarketingStrategy
Governance
Traditional Project
Management
Disciplined Agile
PMI now offers the best of both worlds
20
The New PMBOK Guide
includes Agile content
DA includes guidance on Risk
Management & Governance
12 MAY 2020
The Disciplined Agile (DA) Toolkit Copyright 2020 Project
Management Institute
Hybrid
CHOOSING
YOUR
WoW!
(Way of Work)
Frameworks Aren’t Silver Bullets
12 MAY 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 22
What if your staff aren’t sufficiently skilled?
What if the prescriptive advice doesn’t suit your organization’s context?
Don’t you need to do better than simply copying someone else’s approach?
Effectiveness
Time
Initial learning curve
Things get better
We hit the limits of the framework (we’re in method prison)
Source: Reifer, Donald.
Quantitative Analysis of Agile Methods Survey
(2017): Twelve Major Findings
1500+ Agile teams at 150 orgs
Agile methods: 7-12% more productive on average
Agile scaling frameworks: 3-5% more productive on
average
23
Agile Frameworks: Methods Can Help, but they are Not Enough
12 MAY 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 23
Successful Agile Organizations Take Responsibility for Evolving their own Agility
• Success doesn’t come from adopting a
prescriptive framework or methodology
such as Scrum or SAFe, although it may
be a good start!
• For true business agility, we need to
“Choose our agile way of working (WoW)”,
bespoke/tailored agile, optimizing for our
unique situations24
24
Choose Your Wow! is DA’s BOK for Disciplined Agile Delivery
Kaizen Loops: Improve via Experiments
The Disciplined Agile (DA) Toolkit Copyright 2020 Project
Management Institute
Identify Problem
Identify Potential
Solution(s)
Try the Solution(s)
Assess
Effectiveness
Adopt What WorksAbandon What
Doesn’t Work
Share Learnings
Plan
Do
Study
Act
2512 MAY 2020
Continuous Improvement via Kaizen Loops
The Disciplined Agile (DA) Toolkit Copyright 2020 Project
Management Institute
Effectiveness
Time
2612 MAY 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.27
28
Decision Points Choices
29
Effectiveness
Time
Continuous
Improvement
Guided
Continuous
Improvement (GCI)
Guided Continuous Improvement (GCI)
12 MAY 2020
The Disciplined Agile (DA) Toolkit Copyright 2020 Project
Management Institute 29
You Can Improve Your Way Out of Method Prison
30
Start where you are,
do the best that you can in the situation that you face,
and always strive to get better.
12 MAY 2020
The Disciplined Agile (DA) Toolkit Copyright 2020 Project
Management Institute 30
WHO USES
DISCIPLINED AGILE?
12 MAY 2020Disciplined Agile 31
Organizations that uses DA
12 MAY 2020Disciplined Agile 32
2nd Poll Questions
1. Are you interested in learning more about DA?
2. What impact do you think PMIs’ acquisition of DA will have on your organization’s project delivery framework/methodology?
3. Which best describes how the Chapter can provide the most benefit to you with DA? (pick top 3)
12 MAY 2020Disciplined Agile 33
What’s Next?
Next Steps
12 MAY 2020Disciplined Agile 35
Do some reading:
• Pmi.org/disciplined-agile
• DisciplinedAgileDelivery.com
• Blogs at ProjectManagement.com
• The DA Books
Sign up for newsletter at DisciplinedAgileConsortium.org
Programs team will work on providing DA training in the near future
6 Disciplined Agile Certification Paths
• Disciplined Agilist (DA)
• Certified Disciplined Agilist (CDA)
• Certified Disciplined Agile Practitioner (CDAP)
• Disciplined Agile Lean Scrum Master (DALSM)
• Certified Disciplined Agile Coach (CDAC)
• Disciplined Agile Instructor (CDAI)
36
https://www.disciplinedagileconsortium.org/roadmap
Associate
Professional
Master
“Better Decisions Lead
to Better Outcomes”
37
• 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
12 MAY 2020Disciplined Agile
Q & A
12 MAY 2020Disciplined Agile 38
Jonathan Lee, PMP, DALSM, CDAI, CSM, MCSE
Past President & DA Champion, PMI Chicagoland
(847) 275.5540
THANK YOU
JONATHAN LEE, PMP, DALSM, CDAI
DA CHAMPION / PAST PRESIDENT, PMI CHICAGOLAND CHAPTER