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Margaret A. Menzies
        Introduction and
   Development Best Practices

The following is a presentation that I have
  used to introduce myself to new teams.
 The last section is an executive summary
    of Scrum methodology and a basic
         implementation schedule.
Margaret A. Menzies (MAM)
   American, single
   Undergraduate and Master’s degree in
    Public Administration with a
    concentration in Management
    Information Systems
   Have worked in IT/Software
    Development for over 20 years now
       Recently for 3 years in Eindhoven, NL
       Previously in Paris FR, Munich DE, Boston
        MA, Raleigh NC, Providence RI
MAM Continued
   Work with smaller software companies
       Have led development teams since 1994
       Managed co-located & remote staff
       Launched new & revamped existing B2B
        products
       Sometimes advise other companies through
        VC contacts
   Joined the Agile/Scrum Community in
    2005
       But have worked this way for years…
Dev Management Guidelines

 Provide Leadership & Direction
 Management=Problem Solving

 Focus Areas

     People
     Planning

     Product

     Processes
People
   Hire Exceptional Staff
   Provide Regular Performance Feedback
       Deal with staff issues right away
   Provide Product Feedback
       Direct sales & support feedback to engineering is
        especially valuable
   Encourage/Assign Development Staff to Work
    With Other Departments
       Help out with Tech Support
       Go on sales calls and work at trade shows
   Promote Teamwork, Not Individual Heroics
   Have Fun Whenever Possible!
Planning
   Create a Product Roadmap
       Engineering, Marketing, Tech Support, and Sales
        help create it
   Define Each Project’s Scope Up Front
       Take time to define what you want to do
   Focus Engineering Efforts
       Don’t take on too many projects at once
   Get Customer Input
   Form a Product Management Team
       Not necessarily just VP’s or upper management –
        involve line staff
   Follow the K.I.S.S. Principle
Product Roadmap Example
Product
   “Chunkify” - Break Apart Large Projects
       Establish interim deliverables
   Do Requirements and Functional Specs or
    User Stories Before Coding
   Repurpose, Re-package & Use Open Source
       You don’t always have to work “from scratch”
   Prototype GUIs and do GUI Iterations
       Use web conferencing tools to show off GUI and
        solicit feedback from customers or prospects
   Develop Sales Demos and Sales Tools Along
    with the Product
       Put these in your product plan as part of final
        deliverable
Processes
   Establish Centralized        Use Test Automation for
    Source Control and            Regression and
    Back-ups!                     Acceptance Tests
   Begin Automated Builds       Hold Company-wide Bug
    as Early as Possible          Hunts and Beta Testing
   Automate testing             Promote Paired
   Implement Bug Tracking        Programming and Code
    with a Bug Ownership          Reviews
    and Fix Policy               Establish
   Involve/Establish QA in       Internationalization
    Project Planning              Processes
   Involve Tech Support in      Hold Meaningful
    Testing                       Progress and Status
                                  Meetings
Dev Management Guidelines

 Provide Leadership & Direction
 Management=Problem Solving

 Focus Areas

     People
     Planning

     Product

     Processes
Agile/Scrum Introduction

     A quick overview and
     implementation plan
What is Agile Development?
   Emphasizes close collaboration between
    the programmer team and business
    experts;
   Stresses face-to-face communication (as
    more efficient than written
    documentation);
   Advocates frequent delivery of new
    deployable business value;
   Encourages tight, self-organizing teams
                          Source: Agile Alliance
Agile Development
   An iterative and incremental (evolutionary)
    approach to software development
   which is performed in a highly collaborative
    manner
   by self-organizing teams within an effective
    governance framework
   with "just enough" ceremony
   that produces high quality software
   in a cost effective and timely manner
    which meets the changing needs of its
    stakeholders.
                              Source: Scott Ambler
What is Scrum?
   Scrum is an agile process for developing software. With Scrum, projects
    progress via a series of iterations called sprints.

   The work to be done on a Scrum project is listed in the Product
    Backlog, which is a list of all desired changes to the product.

   At the start of each sprint a Sprint Planning Meeting is held during
    which the Product Owner prioritizes the Product Backlog and the Scrum
    Team selects the tasks they can complete during the coming Sprint.

   These tasks are then moved from the Product Backlog to the Sprint
    Backlog.

   Each day during the sprint conducts a brief daily meeting called the
    Daily Scrum, which helps the team stay on track.

   At the end of each sprint the team demonstrates the completed
    functionality at a Sprint Review Meeting.

                                              Source: Mountain Goat Software
Scrum Model
Implementation Schedule
   Hold Scrum training workshops – usually while
    finishing up other work (Week 1 & 2)
       Scrum Basics – Roles, meetings, artifacts and sprints
       User stories – what they are and how to write and use them
       The Product Backlog and Scrum Planning (with intro to
        Planning Poker) – organize user stories into a product
        backlog and begin using it for sprint and roadmap planning
   Start daily stand up meetings (Week 3)
   Organize the product requirements/user stories
    (Week 3-5 and ongoing)
   Plan and begin first sprint (Week 4)
   Establish a more defined product roadmap with next
    major deliverable (Week 2-5)
Other Improvements
   Establish a Team Room
   Post user stories and burn down charts
   Post the Roadmap
   Review the state of automated testing
    and continuous builds
   Review items in bug tracking system
    and fit them into a user story/sprint
    model
   Inspect and adapt …
Questions and Wrap-up

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Margaret Menzies Intro & Scrum Overview

  • 1. Margaret A. Menzies Introduction and Development Best Practices The following is a presentation that I have used to introduce myself to new teams. The last section is an executive summary of Scrum methodology and a basic implementation schedule.
  • 2. Margaret A. Menzies (MAM)  American, single  Undergraduate and Master’s degree in Public Administration with a concentration in Management Information Systems  Have worked in IT/Software Development for over 20 years now  Recently for 3 years in Eindhoven, NL  Previously in Paris FR, Munich DE, Boston MA, Raleigh NC, Providence RI
  • 3. MAM Continued  Work with smaller software companies  Have led development teams since 1994  Managed co-located & remote staff  Launched new & revamped existing B2B products  Sometimes advise other companies through VC contacts  Joined the Agile/Scrum Community in 2005  But have worked this way for years…
  • 4. Dev Management Guidelines  Provide Leadership & Direction  Management=Problem Solving  Focus Areas  People  Planning  Product  Processes
  • 5. People  Hire Exceptional Staff  Provide Regular Performance Feedback  Deal with staff issues right away  Provide Product Feedback  Direct sales & support feedback to engineering is especially valuable  Encourage/Assign Development Staff to Work With Other Departments  Help out with Tech Support  Go on sales calls and work at trade shows  Promote Teamwork, Not Individual Heroics  Have Fun Whenever Possible!
  • 6. Planning  Create a Product Roadmap  Engineering, Marketing, Tech Support, and Sales help create it  Define Each Project’s Scope Up Front  Take time to define what you want to do  Focus Engineering Efforts  Don’t take on too many projects at once  Get Customer Input  Form a Product Management Team  Not necessarily just VP’s or upper management – involve line staff  Follow the K.I.S.S. Principle
  • 8. Product  “Chunkify” - Break Apart Large Projects  Establish interim deliverables  Do Requirements and Functional Specs or User Stories Before Coding  Repurpose, Re-package & Use Open Source  You don’t always have to work “from scratch”  Prototype GUIs and do GUI Iterations  Use web conferencing tools to show off GUI and solicit feedback from customers or prospects  Develop Sales Demos and Sales Tools Along with the Product  Put these in your product plan as part of final deliverable
  • 9. Processes  Establish Centralized  Use Test Automation for Source Control and Regression and Back-ups! Acceptance Tests  Begin Automated Builds  Hold Company-wide Bug as Early as Possible Hunts and Beta Testing  Automate testing  Promote Paired  Implement Bug Tracking Programming and Code with a Bug Ownership Reviews and Fix Policy  Establish  Involve/Establish QA in Internationalization Project Planning Processes  Involve Tech Support in  Hold Meaningful Testing Progress and Status Meetings
  • 10. Dev Management Guidelines  Provide Leadership & Direction  Management=Problem Solving  Focus Areas  People  Planning  Product  Processes
  • 11. Agile/Scrum Introduction A quick overview and implementation plan
  • 12. What is Agile Development?  Emphasizes close collaboration between the programmer team and business experts;  Stresses face-to-face communication (as more efficient than written documentation);  Advocates frequent delivery of new deployable business value;  Encourages tight, self-organizing teams Source: Agile Alliance
  • 13. Agile Development  An iterative and incremental (evolutionary) approach to software development  which is performed in a highly collaborative manner  by self-organizing teams within an effective governance framework  with "just enough" ceremony  that produces high quality software  in a cost effective and timely manner  which meets the changing needs of its stakeholders. Source: Scott Ambler
  • 14. What is Scrum?  Scrum is an agile process for developing software. With Scrum, projects progress via a series of iterations called sprints.  The work to be done on a Scrum project is listed in the Product Backlog, which is a list of all desired changes to the product.  At the start of each sprint a Sprint Planning Meeting is held during which the Product Owner prioritizes the Product Backlog and the Scrum Team selects the tasks they can complete during the coming Sprint.  These tasks are then moved from the Product Backlog to the Sprint Backlog.  Each day during the sprint conducts a brief daily meeting called the Daily Scrum, which helps the team stay on track.  At the end of each sprint the team demonstrates the completed functionality at a Sprint Review Meeting. Source: Mountain Goat Software
  • 16. Implementation Schedule  Hold Scrum training workshops – usually while finishing up other work (Week 1 & 2)  Scrum Basics – Roles, meetings, artifacts and sprints  User stories – what they are and how to write and use them  The Product Backlog and Scrum Planning (with intro to Planning Poker) – organize user stories into a product backlog and begin using it for sprint and roadmap planning  Start daily stand up meetings (Week 3)  Organize the product requirements/user stories (Week 3-5 and ongoing)  Plan and begin first sprint (Week 4)  Establish a more defined product roadmap with next major deliverable (Week 2-5)
  • 17. Other Improvements  Establish a Team Room  Post user stories and burn down charts  Post the Roadmap  Review the state of automated testing and continuous builds  Review items in bug tracking system and fit them into a user story/sprint model  Inspect and adapt …