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Balance Score Card –
        Maintain “Agile Equilibrium”



Archana Joshi
Sr. Manager, Wipro Technologies
Email: archana.p.joshi@gmail.com
Archana.joshi@wipro.com
User Story
As an IT Head,

I need to measure the performance of my group

so that I can understand how Agile methods are aligning
with my organizational goals




                                         2
Acceptance Criteria
1. The framework should look at measuring the
      Knowledge , Skills and Abilities needed to ….. Build
   efficiencies to….. Effectively deliver services to….the
   client

2. Periodic reporting should be enabled by the
   framework

3. The framework should consist of leading and lagging
   performance indicators based on IT goals
                                            3
Fulfilling ATDD - 1
Deliver Services                                   To the client

                                  Customer
                     Finance
                                    Value




                      Internal    Learning &
                     Processes   Development

Build Efficiencies                             Knowledge skills
                                                 and abilities
                                               4
Tasks for BSC User Story
#   User Story Tasks
1   Create the Strategy Map

2   Understand what do you mean by performance

3   Highlight the key initiatives

4   Identify the targets

5   Identify the 5 Ws – Why, What, Where, When, Who, How




                                                      5
Strategy Map: Goal to Objectives
                 Strategic Goal: Improve Project Performance


                          Service value
    Finance
                            delivered




   Customer                                 Customer
     Value                                Intimacy and
                                           Satisfaction


                       On Time                            Decrease in
    Internal
    Process            Project                            Production
                       Delivery                             Defect



  Learning and                      Enable Agile
  Development                     Transformation

                                                                6
1. Create the strategy map

2. Now identify the different performance
   measures that you would track for each
   of the objective

3. Fill in the 5W template




                                            7
Fulfilling ATDD-2: The 5 W’s
Title                                 What to achieve (Target)



When (Frequency)   Who reviews                      Who Collects




Why (Purpose)      How (Initiative)                 Where (Source of Data)




                                                         8
Match the following
     Velocity

      CSAT
                                       Customer
                           Finance
De-scoping Index
                                         Value

Feature Burn-up

 Agile Utilization

  Retrospective
      Index                Internal    Learning &
                          Processes   Development
Build Success Rate




                                              9
Sample Balance Score Card created with Agile Focus

 Strategy       Strategic                  Performance Measures                                      Initiatives                             Targets
   Map         Objectives
Financial    Service Value      1.   Margin Contribution (Cost)               •   Measure IT contribution to Cost                       1.   20%
Compliance   delivered          2.   Earned Value/Release – Feature Burn-up   •   Enable operations to release value every month to     2.   1 release
                                                                                  production                                                 / month
Customer     Customer           1.   Customer Satisfaction –CSAT              •   Implement CSAT for end users of software              1.   >6/qtr
Value        Intimacy
Internal     On Time            1.   Velocity                                 •   Ensure operational measures are collected and         1.   Team sp.
Process      Project Delivery   2.   Avg Project Request Cycle Time -             collated every sprint, by every sprint team.          2.   #prr/days
                                     Requested                                •   SM to help teams track during the release             3.   #prr/days
                                3.   Avg Project Request Cycle Time -                                                                   4.   <10%
                                     Scheduled
                                4.   Sprint & Release Burndown performance
                                     trend deviation

             Decrease           1.   Defects in a sprint                      •   Ensure consistent defect management                   1.   0 P1,P2
             Defect in          2.   Test Coverage                            •   Measure coverage every sprint                         2.   >90%
             Production         3.   Production Defects                       •   Measure running tested features                       3.   0 P1, P2
                                4.   Build Success Rate                                                                                 4.   >90%

             Increase % of      1.   Story de-scoping index                   •   IT and Business measure needed. Indication of         1.   <10%
             agreed scope       2.   User Story Volatility                        partnership. Ensure collection and review.            2.   <5%


Learning     Enable Agile       1.   Agile Utilization                        •    Transformation team proactively working the          1.   >15 QoQ
and          Transformation     2.   Retrospective index                          roadmap to work toward 100% (of goal)                 2.   > 80%
Growth                                                                        •   Retrospective Actions to be tracked every sprint

             Enable People      1.   Agile Academy Compliance                 •   Define and formalize the Agile training program and   1.   >80%
             & Culture                                                            participation opportunities and guidelines.



                      Note: This is a sample representation                                                    10
Fulfilling ATDD-3
           Performance Measures                              Leading / Lagging


1.   Margin Contribution (Cost)               1.   Leading
2.   Earned Value/Release – Feature Burn-up   2.   Lagging


1.   Customer Satisfaction –CSAT              1.   Lagging

                                                                                      Cause and Effect
1.   Velocity                                 1.   Leading
2.   Avg Project Request Cycle Time -         2.   Lagging
     Requested
3.   Avg Project Request Cycle Time -         3.   Lagging
     Scheduled
4.   Sprint & Release Burndown performance    4.   Leading                               With leading
     trend deviation                                                                    indicators you
1.   Defects in a sprint                      1.   Leading
2.   Test Coverage                            2.   Leading                            should be able to
3.
4.
     Production Defects
     Build Success Rate
                                              3.
                                              4.
                                                   Lagging
                                                   Leading
                                                                                        correlate how
1.   Story de-scoping index                   1.   Leading
                                                                                            lagging
2.   User Story Volatility                    2.   Leading                              indicators will
1.   Increase Agile Utilization               1.   Lagging
                                                                                          shape up
2.   Retrospective index                      2.   Leading


1.   Increase Agile Academy Compliance        1.   Leading




                                                                                 11
Acceptance Criteria
1. The framework should look at measuring the
      Knowledge , Skills and Abilities needed to ….. Build
   efficiencies to….. Effectively deliver services to….the
   client

2. Periodic reporting should be enabled by the
   framework

3. The framework should consist of leading and lagging
   performance indicators based on IT goals
                                            12
Always remember

                    “Not everything
                  that can be counted
                         counts
                           &
                  Not everything that
                     counts can be
                        counted”



                          Thank You
                                   Archana Joshi
                          Sr. Manager, Wipro Technologies
                         Email: archana.p.joshi@gmail.com
                                 Archana.joshi@wipro.com

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Agile NCR 2013 - Archana Joshi - maintaining agile equilibrium v4

  • 1. Balance Score Card – Maintain “Agile Equilibrium” Archana Joshi Sr. Manager, Wipro Technologies Email: archana.p.joshi@gmail.com Archana.joshi@wipro.com
  • 2. User Story As an IT Head, I need to measure the performance of my group so that I can understand how Agile methods are aligning with my organizational goals 2
  • 3. Acceptance Criteria 1. The framework should look at measuring the Knowledge , Skills and Abilities needed to ….. Build efficiencies to….. Effectively deliver services to….the client 2. Periodic reporting should be enabled by the framework 3. The framework should consist of leading and lagging performance indicators based on IT goals 3
  • 4. Fulfilling ATDD - 1 Deliver Services To the client Customer Finance Value Internal Learning & Processes Development Build Efficiencies Knowledge skills and abilities 4
  • 5. Tasks for BSC User Story # User Story Tasks 1 Create the Strategy Map 2 Understand what do you mean by performance 3 Highlight the key initiatives 4 Identify the targets 5 Identify the 5 Ws – Why, What, Where, When, Who, How 5
  • 6. Strategy Map: Goal to Objectives Strategic Goal: Improve Project Performance Service value Finance delivered Customer Customer Value Intimacy and Satisfaction On Time Decrease in Internal Process Project Production Delivery Defect Learning and Enable Agile Development Transformation 6
  • 7. 1. Create the strategy map 2. Now identify the different performance measures that you would track for each of the objective 3. Fill in the 5W template 7
  • 8. Fulfilling ATDD-2: The 5 W’s Title What to achieve (Target) When (Frequency) Who reviews Who Collects Why (Purpose) How (Initiative) Where (Source of Data) 8
  • 9. Match the following Velocity CSAT Customer Finance De-scoping Index Value Feature Burn-up Agile Utilization Retrospective Index Internal Learning & Processes Development Build Success Rate 9
  • 10. Sample Balance Score Card created with Agile Focus Strategy Strategic Performance Measures Initiatives Targets Map Objectives Financial Service Value 1. Margin Contribution (Cost) • Measure IT contribution to Cost 1. 20% Compliance delivered 2. Earned Value/Release – Feature Burn-up • Enable operations to release value every month to 2. 1 release production / month Customer Customer 1. Customer Satisfaction –CSAT • Implement CSAT for end users of software 1. >6/qtr Value Intimacy Internal On Time 1. Velocity • Ensure operational measures are collected and 1. Team sp. Process Project Delivery 2. Avg Project Request Cycle Time - collated every sprint, by every sprint team. 2. #prr/days Requested • SM to help teams track during the release 3. #prr/days 3. Avg Project Request Cycle Time - 4. <10% Scheduled 4. Sprint & Release Burndown performance trend deviation Decrease 1. Defects in a sprint • Ensure consistent defect management 1. 0 P1,P2 Defect in 2. Test Coverage • Measure coverage every sprint 2. >90% Production 3. Production Defects • Measure running tested features 3. 0 P1, P2 4. Build Success Rate 4. >90% Increase % of 1. Story de-scoping index • IT and Business measure needed. Indication of 1. <10% agreed scope 2. User Story Volatility partnership. Ensure collection and review. 2. <5% Learning Enable Agile 1. Agile Utilization • Transformation team proactively working the 1. >15 QoQ and Transformation 2. Retrospective index roadmap to work toward 100% (of goal) 2. > 80% Growth • Retrospective Actions to be tracked every sprint Enable People 1. Agile Academy Compliance • Define and formalize the Agile training program and 1. >80% & Culture participation opportunities and guidelines. Note: This is a sample representation 10
  • 11. Fulfilling ATDD-3 Performance Measures Leading / Lagging 1. Margin Contribution (Cost) 1. Leading 2. Earned Value/Release – Feature Burn-up 2. Lagging 1. Customer Satisfaction –CSAT 1. Lagging Cause and Effect 1. Velocity 1. Leading 2. Avg Project Request Cycle Time - 2. Lagging Requested 3. Avg Project Request Cycle Time - 3. Lagging Scheduled 4. Sprint & Release Burndown performance 4. Leading With leading trend deviation indicators you 1. Defects in a sprint 1. Leading 2. Test Coverage 2. Leading should be able to 3. 4. Production Defects Build Success Rate 3. 4. Lagging Leading correlate how 1. Story de-scoping index 1. Leading lagging 2. User Story Volatility 2. Leading indicators will 1. Increase Agile Utilization 1. Lagging shape up 2. Retrospective index 2. Leading 1. Increase Agile Academy Compliance 1. Leading 11
  • 12. Acceptance Criteria 1. The framework should look at measuring the Knowledge , Skills and Abilities needed to ….. Build efficiencies to….. Effectively deliver services to….the client 2. Periodic reporting should be enabled by the framework 3. The framework should consist of leading and lagging performance indicators based on IT goals 12
  • 13. Always remember “Not everything that can be counted counts & Not everything that counts can be counted” Thank You Archana Joshi Sr. Manager, Wipro Technologies Email: archana.p.joshi@gmail.com Archana.joshi@wipro.com