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“The only person who likes change is a baby with a wet diaper.”
                                                                 Mark Twain


Charan “CA” Atreya
ProjectWorld Atlantic Canada
November - 2011
   Evolutionary adoption of agile principles
           in traditional organizations
           ◦ First introduce Kanban and get better at
             focusing


          Increase velocity of project delivery
           ◦ Then adopt Critical Chain for project and
             scale it to program and portfolio
             management

Charan Atreya
ProjectWorld Atlantic Canada
2011
Charan Atreya
ProjectWorld Atlantic Canada
2011
   >70% in lead time
          >35% effort
          >24% in defects
          Stress
          Waste


Charan Atreya
ProjectWorld Atlantic Canada
2011
   Critical Chain – plan projects

          Kanban – execute tasks




Charan Atreya
ProjectWorld Atlantic Canada
2011
WC1   WC2   WC3   WC4




            Identify the system constraint
            Exploit the constraint
            Subordinate everything else to the constraint
            Focus improvement efforts on the constraint


Charan Atreya
ProjectWorld Atlantic Canada                     WC = Work Center
2011
 Neither               good nor bad - it
         just is
        Manage them or they will
         control your process
        Bottlenecks travel
           ◦ No synchronous pull

Charan Atreya
ProjectWorld Atlantic Canada
2011
Charan Atreya
ProjectWorld Atlantic Canada
2011
   Longest chain of dependent
           steps, longest in time; slack = 0

          Is the project constraint ; dictates
           project throughput

          Project is late if tasks on the
           critical path are late
Charan Atreya
ProjectWorld Atlantic Canada
2011
 Milestone    management
                                    Task Estimates
            2M                      Measurement systems are
                                     lagging indicators

                                Multitasking




Charan Atreya
ProjectWorld Atlantic Canada
2011
“90% of the project is finished in one year and
   the remaining 10% takes another full year”
Charan Atreya
ProjectWorld Atlantic Canada
2011
Charan Atreya
ProjectWorld Atlantic Canada
2011
Charan Atreya
ProjectWorld Atlantic Canada
2011
Aggressive, but possible time




                      Minimum time
                                                        Most likely time
Charan Atreya
ProjectWorld Atlantic Canada
                                                            Credit: Critical Chain by Eli Goldratt
2011
Aggressive, but possible time

                                                   Estimate
                                                   provided

                                         Median
                                         50%




                                          40%

                                         Safety

                      Minimum time
                                                        Most likely time
Charan Atreya
ProjectWorld Atlantic Canada
                                                              Credit: Critical Chain by Eli Goldratt
2011
Aggressive, but possible time

                                                   Estimate
                                                   provided

                                         Median
                                         50%                        Safety added
                                                                    to every task


                                          40%

                                         Safety

                      Minimum time
                                                        Most likely time
Charan Atreya
ProjectWorld Atlantic Canada
                                                              Credit: Critical Chain by Eli Goldratt
2011
   If every task has a 90% likelihood of
                  finishing on time, will the project finish
                  on time?

                 Work expands to fill (and often exceed)
                  allocated time – Parkinson’s Law

                 Negotiate aggressively for more time.
                  Use up safety buffers upfront – scramble
                  as deadline looms – Student Syndrome

Charan Atreya
ProjectWorld Atlantic Canada
2011
Charan Atreya
ProjectWorld Atlantic Canada
2011
Measurement Issues
          Progress – Lagging indicators
           ◦ Earned value (compare plan to actual)
           ◦ Velocity (e.g. Burn down charts)

          Does not differentiate between work done on
           a critical path and work on other paths




Charan Atreya
ProjectWorld Atlantic Canada
2011
“ART OF SCREWING EVERYTHING UP AT ONCE”




                   10 days                    10 days             10 days




                               20 days
                                         20 days
                                                        20 days




Charan Atreya
ProjectWorld Atlantic Canada
2011
   Estimates are a range
          Safety is added to each task
          Waste of safety time
           ◦ Parkinson’s law
           ◦ Student syndrome
           ◦ Multitasking
          Task delays propagate throughout the project
          Early task finish does not benefit the project
          Measurement systems are lagging indicators


Charan Atreya
ProjectWorld Atlantic Canada
2011
   Strip safety estimates from each task
          50% confidence level on estimates is good
           enough
           ◦ Remaining 50% is added to project or feeding buffer
          Add the following buffers:
           ◦ Project buffer
           ◦ Feeding path buffer
           ◦ Resource buffer




Charan Atreya
ProjectWorld Atlantic Canada
2011
Charan Atreya
ProjectWorld Atlantic Canada
2011
Charan Atreya
ProjectWorld Atlantic Canada
2011
Aggressive End Date




Charan Atreya
ProjectWorld Atlantic Canada
2011
Leading Indicator of Project Success – Protecting
                                              DURATION


  ACT
                                            Protects
                                            Duration                           Plan




Charan Atreya
ProjectWorld Atlantic Canada
2011
Leading Indicator of Project Success – Protecting EFFORT

                               100%

                               90%

  ACT                          80%
                                                                                                      Protects
                               70%
                                                                                                       Effort
           % Buffer Consumed




                               60%

                               50%
                                                                                                                                                                                                Plan
                               40%

                               30%

                               20%

                               10%

                                0%
                                      0%
                                           4%
                                                8%




                                                                                                                                                                                         100%
                                                     12%
                                                           16%
                                                                 20%
                                                                       24%
                                                                             28%
                                                                                   32%
                                                                                         36%
                                                                                               40%
                                                                                                     44%
                                                                                                           48%
                                                                                                                 52%
                                                                                                                       56%
                                                                                                                             60%
                                                                                                                                   64%
                                                                                                                                         68%
                                                                                                                                               72%
                                                                                                                                                     76%
                                                                                                                                                           80%
                                                                                                                                                                 84%
                                                                                                                                                                       88%
                                                                                                                                                                             92%
                                                                                                                                                                                   96%
                                                                                                % Effort Expended


Charan Atreya
ProjectWorld Atlantic Canada
2011
   Leading indicator on project status
          Protect project completion date
          Reduce scramble towards the end
          Increase the probability of completing the
           project on time




Charan Atreya
ProjectWorld Atlantic Canada
2011
   Critical Chain – plan projects
           ◦ Address Estimation Issues
           ◦ Measurement System

          Kanban – address Multitasking



Charan Atreya
ProjectWorld Atlantic Canada
2011
   Software development is a creative process
           ◦ Task variability
           ◦ Solutions are derived dynamically
          Scheduling
           ◦   Large number of interactions
           ◦   Availability of subject matter experts when needed
           ◦   Capacity constrained resources
           ◦   Do not have complete information
           ◦   Constantly shifting priorities
          Trailing indicators around execution


Charan Atreya
ProjectWorld Atlantic Canada
2011
   “Tyranny” of time-boxed iterations
           ◦ Development items small enough for iterations AND
             deliver business value – leading change challenge
           ◦ Churn within iterations, for example
           ◦ Cannot co-locate the entire team
           ◦ Quality suffers as team rushes to meet iteration
             deadlines




Charan Atreya
ProjectWorld Atlantic Canada
2011
 Japanese             term - means “visual
          cards”
         Synchronized pull




Charan Atreya
ProjectWorld Atlantic Canada
2011
   Goal is to match throughput to demand
          Work “pulled” based on system status
           ◦ Start new task after completing current task
           ◦ Team pulling from backlog does not make it a pull
             system
          Flow/Throughput driven
          Encourages single tasking


Charan Atreya
ProjectWorld Atlantic Canada
2011
   Limit work-in-progress
           ◦ Create Synchronized PULL
           ◦ Focus on flow
           ◦ Focus on quality – embed it in
          Visualize work
           ◦ Highlight bottlenecks as they appear
           ◦ Empower the team
           ◦ Optimize the whole
          Balance throughput to demand
          Ensure right work is done at the right time

Charan Atreya
ProjectWorld Atlantic Canada
2011
   Step 1
                                                 Unbelievably
           ◦ Map current flow                      Simple
           ◦ Visualize it
          Step 2
           ◦ Introduce work-in-progress limits
          Step 3
           ◦ Develop rules and improve




Charan Atreya
ProjectWorld Atlantic Canada
2011
   Visualize actual work flow
     Highlights value times and wait times
     Answers to questions:
      ◦ Does this step add value?
      ◦ What determines how long this step takes?
      ◦ Can we do this work faster?

Charan Atreya
ProjectWorld Atlantic Canada
2011
Workflow




Charan Atreya
ProjectWorld Atlantic Canada
2011
Workflow




Charan Atreya
ProjectWorld Atlantic Canada
2011
   Enables laser like focus
          Helps address bottlenecks to the flow as they
           appear
          Enables swarming behavior



                                          Have low WIP
                                             limits




Charan Atreya
ProjectWorld Atlantic Canada
2011
More Rules
                                                             Less Rules
 Least Flexible
                                                             Most Flexible


                RUP            XP   Scrum          Kanban




Charan Atreya
ProjectWorld Atlantic Canada                Used with Henrik Kniberg's permission
2011
Workflow




Charan Atreya
ProjectWorld Atlantic Canada
2011
Workflow




Charan Atreya
ProjectWorld Atlantic Canada
2011
Workflow




Charan Atreya
ProjectWorld Atlantic Canada
2011
   Little’s Law


                               Work in progress for the period
            Cycle Time =
                               # of tasks closed for the period




Charan Atreya
ProjectWorld Atlantic Canada
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
                               Used with Henrik Kniberg's permission
ProjectWorld Atlantic Canada
2011
Charan Atreya
ProjectWorld Atlantic Canada   Used with Henrik Kniberg's permission
2011
Charan Atreya
ProjectWorld Atlantic Canada
2011
   Dynamically highlights bottlenecks
           ◦ Swarming behavior tackles bottlenecks
          Teamwork
           ◦ Encourages collaboration
           ◦ Empowers
          Reduces multi-tasking
          Focuses on throughput
           ◦ Enables smooth flow of work




Charan Atreya
ProjectWorld Atlantic Canada
2011
   Case Study: Kanban at BBC Worldwide
           http://leanandkanban.files.wordpress.com/2
           010/02/lean-software-management-bbc-
           worldwide-case-study.pdf

          University of Helsinki, Finland
           On the impact of Kanban on Software Project
           Work: An Empirical Case Study Investigation



Charan Atreya
ProjectWorld Atlantic Canada
2011
agileconsulting.blogsopt.com   Unbelievably
          infoq.com                        Simple
          leansoftwareengineering.com


Charan Atreya
ProjectWorld Atlantic Canada
2011
   Critical Chain encourages
     protecting project end dates
     only (global optimization)

    Kanban ensures tasks get
     done as fast as possible –
     addresses multitasking

    Create high performance
     teams using the two



Charan Atreya
ProjectWorld Atlantic Canada
2011
   Evolutionary adoption of agile principles
           in traditional organizations
           ◦ First introduce Kanban and get better at
             focusing


          Increase velocity of project delivery
           ◦ Then adopt Critical Chain for project and
             scale it to program and portfolio
             management

Charan Atreya
ProjectWorld Atlantic Canada
2011
“In times of change, learners inherit the earth,
       while the learned are beautifully equipped to
       deal with a world that no longer exists!”
                                            Roland Barth




                  Are you willing to take on
                    evolutionary change?

                               Thank You!
Charan Atreya
ProjectWorld Atlantic Canada
2011
                                        http://www.kanbanway.com
   Dreamer – Big Hairy Audacious Goals
          Motto – Deliver faster, deliver often,
           deliver quality
          Theory of Constraints aficionado
           ◦ Electronic Engineer, MBA, PMP, Six Sigma
             Green Belt

                    http://www.linkedin.com/in/catreya         @kanbanPM



                                    http://www.kanbanway.com
Charan Atreya
ProjectWorld Atlantic Canada
2011

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Agile project management using kanban & to c

  • 1. “The only person who likes change is a baby with a wet diaper.” Mark Twain Charan “CA” Atreya ProjectWorld Atlantic Canada November - 2011
  • 2. Evolutionary adoption of agile principles in traditional organizations ◦ First introduce Kanban and get better at focusing  Increase velocity of project delivery ◦ Then adopt Critical Chain for project and scale it to program and portfolio management Charan Atreya ProjectWorld Atlantic Canada 2011
  • 4. >70% in lead time  >35% effort  >24% in defects  Stress  Waste Charan Atreya ProjectWorld Atlantic Canada 2011
  • 5. Critical Chain – plan projects  Kanban – execute tasks Charan Atreya ProjectWorld Atlantic Canada 2011
  • 6. WC1 WC2 WC3 WC4  Identify the system constraint  Exploit the constraint  Subordinate everything else to the constraint  Focus improvement efforts on the constraint Charan Atreya ProjectWorld Atlantic Canada WC = Work Center 2011
  • 7.  Neither good nor bad - it just is  Manage them or they will control your process  Bottlenecks travel ◦ No synchronous pull Charan Atreya ProjectWorld Atlantic Canada 2011
  • 9. Longest chain of dependent steps, longest in time; slack = 0  Is the project constraint ; dictates project throughput  Project is late if tasks on the critical path are late Charan Atreya ProjectWorld Atlantic Canada 2011
  • 10.  Milestone management  Task Estimates 2M  Measurement systems are lagging indicators  Multitasking Charan Atreya ProjectWorld Atlantic Canada 2011
  • 11. “90% of the project is finished in one year and the remaining 10% takes another full year” Charan Atreya ProjectWorld Atlantic Canada 2011
  • 14. Aggressive, but possible time Minimum time Most likely time Charan Atreya ProjectWorld Atlantic Canada Credit: Critical Chain by Eli Goldratt 2011
  • 15. Aggressive, but possible time Estimate provided Median 50% 40% Safety Minimum time Most likely time Charan Atreya ProjectWorld Atlantic Canada Credit: Critical Chain by Eli Goldratt 2011
  • 16. Aggressive, but possible time Estimate provided Median 50% Safety added to every task 40% Safety Minimum time Most likely time Charan Atreya ProjectWorld Atlantic Canada Credit: Critical Chain by Eli Goldratt 2011
  • 17. If every task has a 90% likelihood of finishing on time, will the project finish on time?  Work expands to fill (and often exceed) allocated time – Parkinson’s Law  Negotiate aggressively for more time. Use up safety buffers upfront – scramble as deadline looms – Student Syndrome Charan Atreya ProjectWorld Atlantic Canada 2011
  • 19. Measurement Issues  Progress – Lagging indicators ◦ Earned value (compare plan to actual) ◦ Velocity (e.g. Burn down charts)  Does not differentiate between work done on a critical path and work on other paths Charan Atreya ProjectWorld Atlantic Canada 2011
  • 20. “ART OF SCREWING EVERYTHING UP AT ONCE” 10 days 10 days 10 days 20 days 20 days 20 days Charan Atreya ProjectWorld Atlantic Canada 2011
  • 21. Estimates are a range  Safety is added to each task  Waste of safety time ◦ Parkinson’s law ◦ Student syndrome ◦ Multitasking  Task delays propagate throughout the project  Early task finish does not benefit the project  Measurement systems are lagging indicators Charan Atreya ProjectWorld Atlantic Canada 2011
  • 22. Strip safety estimates from each task  50% confidence level on estimates is good enough ◦ Remaining 50% is added to project or feeding buffer  Add the following buffers: ◦ Project buffer ◦ Feeding path buffer ◦ Resource buffer Charan Atreya ProjectWorld Atlantic Canada 2011
  • 25. Aggressive End Date Charan Atreya ProjectWorld Atlantic Canada 2011
  • 26. Leading Indicator of Project Success – Protecting DURATION ACT Protects Duration Plan Charan Atreya ProjectWorld Atlantic Canada 2011
  • 27. Leading Indicator of Project Success – Protecting EFFORT 100% 90% ACT 80% Protects 70% Effort % Buffer Consumed 60% 50% Plan 40% 30% 20% 10% 0% 0% 4% 8% 100% 12% 16% 20% 24% 28% 32% 36% 40% 44% 48% 52% 56% 60% 64% 68% 72% 76% 80% 84% 88% 92% 96% % Effort Expended Charan Atreya ProjectWorld Atlantic Canada 2011
  • 28. Leading indicator on project status  Protect project completion date  Reduce scramble towards the end  Increase the probability of completing the project on time Charan Atreya ProjectWorld Atlantic Canada 2011
  • 29. Critical Chain – plan projects ◦ Address Estimation Issues ◦ Measurement System  Kanban – address Multitasking Charan Atreya ProjectWorld Atlantic Canada 2011
  • 30. Software development is a creative process ◦ Task variability ◦ Solutions are derived dynamically  Scheduling ◦ Large number of interactions ◦ Availability of subject matter experts when needed ◦ Capacity constrained resources ◦ Do not have complete information ◦ Constantly shifting priorities  Trailing indicators around execution Charan Atreya ProjectWorld Atlantic Canada 2011
  • 31. “Tyranny” of time-boxed iterations ◦ Development items small enough for iterations AND deliver business value – leading change challenge ◦ Churn within iterations, for example ◦ Cannot co-locate the entire team ◦ Quality suffers as team rushes to meet iteration deadlines Charan Atreya ProjectWorld Atlantic Canada 2011
  • 32.  Japanese term - means “visual cards”  Synchronized pull Charan Atreya ProjectWorld Atlantic Canada 2011
  • 33. Goal is to match throughput to demand  Work “pulled” based on system status ◦ Start new task after completing current task ◦ Team pulling from backlog does not make it a pull system  Flow/Throughput driven  Encourages single tasking Charan Atreya ProjectWorld Atlantic Canada 2011
  • 34. Limit work-in-progress ◦ Create Synchronized PULL ◦ Focus on flow ◦ Focus on quality – embed it in  Visualize work ◦ Highlight bottlenecks as they appear ◦ Empower the team ◦ Optimize the whole  Balance throughput to demand  Ensure right work is done at the right time Charan Atreya ProjectWorld Atlantic Canada 2011
  • 35. Step 1 Unbelievably ◦ Map current flow Simple ◦ Visualize it  Step 2 ◦ Introduce work-in-progress limits  Step 3 ◦ Develop rules and improve Charan Atreya ProjectWorld Atlantic Canada 2011
  • 36. Visualize actual work flow  Highlights value times and wait times  Answers to questions: ◦ Does this step add value? ◦ What determines how long this step takes? ◦ Can we do this work faster? Charan Atreya ProjectWorld Atlantic Canada 2011
  • 39. Enables laser like focus  Helps address bottlenecks to the flow as they appear  Enables swarming behavior Have low WIP limits Charan Atreya ProjectWorld Atlantic Canada 2011
  • 40. More Rules Less Rules Least Flexible Most Flexible RUP XP Scrum Kanban Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 44. Little’s Law Work in progress for the period Cycle Time = # of tasks closed for the period Charan Atreya ProjectWorld Atlantic Canada 2011
  • 45. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 46. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 47. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 48. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 49. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 50. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 51. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 52. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 53. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 54. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 55. Charan Atreya Used with Henrik Kniberg's permission ProjectWorld Atlantic Canada 2011
  • 56. Charan Atreya ProjectWorld Atlantic Canada Used with Henrik Kniberg's permission 2011
  • 58. Dynamically highlights bottlenecks ◦ Swarming behavior tackles bottlenecks  Teamwork ◦ Encourages collaboration ◦ Empowers  Reduces multi-tasking  Focuses on throughput ◦ Enables smooth flow of work Charan Atreya ProjectWorld Atlantic Canada 2011
  • 59. Case Study: Kanban at BBC Worldwide http://leanandkanban.files.wordpress.com/2 010/02/lean-software-management-bbc- worldwide-case-study.pdf  University of Helsinki, Finland On the impact of Kanban on Software Project Work: An Empirical Case Study Investigation Charan Atreya ProjectWorld Atlantic Canada 2011
  • 60. agileconsulting.blogsopt.com Unbelievably infoq.com Simple leansoftwareengineering.com Charan Atreya ProjectWorld Atlantic Canada 2011
  • 61. Critical Chain encourages protecting project end dates only (global optimization)  Kanban ensures tasks get done as fast as possible – addresses multitasking  Create high performance teams using the two Charan Atreya ProjectWorld Atlantic Canada 2011
  • 62. Evolutionary adoption of agile principles in traditional organizations ◦ First introduce Kanban and get better at focusing  Increase velocity of project delivery ◦ Then adopt Critical Chain for project and scale it to program and portfolio management Charan Atreya ProjectWorld Atlantic Canada 2011
  • 63. “In times of change, learners inherit the earth, while the learned are beautifully equipped to deal with a world that no longer exists!” Roland Barth Are you willing to take on evolutionary change? Thank You! Charan Atreya ProjectWorld Atlantic Canada 2011 http://www.kanbanway.com
  • 64. Dreamer – Big Hairy Audacious Goals  Motto – Deliver faster, deliver often, deliver quality  Theory of Constraints aficionado ◦ Electronic Engineer, MBA, PMP, Six Sigma Green Belt http://www.linkedin.com/in/catreya @kanbanPM http://www.kanbanway.com Charan Atreya ProjectWorld Atlantic Canada 2011