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Collaborative Development
                       The Human Side of Project Management



                            EDUCAUSE Midwest Regional Conference
                                        March 2008
                                  Jim Phelps, Terry Ruzicka

Friday,March 14,2008                                               1
Agenda
                       • Intro
                       • Methodology
                       • Case Study
                       • Impacts and Lessons Learned
                       • Tools
                       • Benefits
Friday,March 14,2008                                   2
Impacts and Lessons Learned

                       • Culture Change
                       • Communications
                       • Decision Making and Issue Tracking
                       • Expectation and Scope Management

Friday,March 14,2008                                          3
Background

                       • About Us
                       • About the Campus
                       • Waterfall vs. Collaborative/Agile


Friday,March 14,2008                                         4
Therese Ruzicka
                         Special Assistant to the Vice Provost
                         Division of Enrollment Management
                          University of Wisconsin-Madison
                               mruzicka@em.wisc.edu



                                        Jim Phelps
                                     Sr. I.T. Architect
                       Division of Information Technology (DoIT)
                            University of Wisconsin-Madison
                                 phelps@doit.wisc.edu
Friday,March 14,2008                                               5
Photo from Google Maps
                         UW-Madison
Friday,March 14,2008                  6
Agile vs. Waterfall
Photo by Jim Phelps
Friday,March 14,2008                         7
Methodology

                       • Agile Development
                       • Model Driven Design
                       • Continuous Process Improvement


Friday,March 14,2008                                      8
Agile Development
 Photo from Flickr: Natascha2008
Friday,March 14,2008                       9
Model Driven Design
Photo from Flickr: Brenda Anderson
Friday,March 14,2008                         10
Methodology

                       • Functional and Technical at the table
                       • Prototype early and often
                       • Iterative development
                       • Models for understanding and rigor

Friday,March 14,2008                                             11
Continuous Process Improvement
 Photo from Flickr: D’akota
Friday,March 14,2008                       12
Self-Organizing
 Photo from Flickr: Laurel714
Friday,March 14,2008                       13
Continuous Process Improvement


                       • Check-ins
                       • Realignment
                       • Evaluate effectiveness
                       • Adjusting

Friday,March 14,2008                                14
References
                       Scott Ambler- http://www.ambysoft.com/onlineWritings.html
           Agile       Martin Fowler - http://www.ambysoft.com/onlineWritings.html

        Development    Wikipedia - http://en.wikipedia.org/wiki/Agile_software_development




        Model Driven   Object Management Group (OMG) - http://www.omg.org/mda/
                       Scott Ambler - http://www.agilemodeling.com/essays/agileMDA.htm
          Design       Wikipedia - http://en.wikipedia.org/wiki/Model-driven_architecture
                       UML - http://www.uml.org/
        UML, BPMN      BPMN - http://www.bpmn.org/




          Continuous   Wikipedia - http://en.wikipedia.org/wiki/W._Edwards_Deming

           Process     Joiner, Brian L. (1994). Fourth Generation Management - The New Business Consciousness.
                       McGraw-Hill.

         Improvement   Scherkenbach, William W. (1991). Deming’s Road to Continual Improvement. SPC Press, Inc



Friday,March 14,2008                                                                                             15
Case Study


                       • The Project
                       • The Organizational Structure


Friday,March 14,2008                                    16
150,000 Transcripts



Friday,March 14,2008                         17
Old - Manual



Friday,March 14,2008                  18
New - On-line



Friday,March 14,2008                   19
Users and Customer Support




Friday,March 14,2008                           20
Variety of Payment Methods




Friday,March 14,2008                           21
Delivery Methods



Friday,March 14,2008                      22
The Organizational Structure


                       • Sponsors
                       • Leads Team
                       • Fluid sub-teams (self-organizing)


Friday,March 14,2008                                         23
Impacts and Lessons Learned

                       • Culture Change
                       • Communications
                       • Decision Making and Issue Tracking
                       • Expectation and Scope Management

Friday,March 14,2008                                          24
Culture Change

                       • New Roles
                       • New Networks
                       • Discomfort


Friday,March 14,2008                         25
New Roles
 Photo from the classic movie: Metropolis
Friday,March 14,2008                        26
New Roles: Fixes

                       • Define the new position
                       • Train - as if it is a new job
                       • Mentoring
                       • Help staff speak up and fully participate

Friday,March 14,2008                                                 27
New Networks
 Photo from history.nasa.gov
Friday,March 14,2008                  28
Communication Network: Fixes
                       • Lots of conversations
                        • One-on-one
                        • Small teams
                        • Large teams
                       • Mentoring and training
                       • On-going check-ins
Friday,March 14,2008                              29
Discomfort
 Photo from “Terror in the Haunted House” 1958
Friday,March 14,2008                             30
Discomfort: Fixes

                       • Encourage to talk about discomfort
                       • Acknowledge that there are unknowns
                       • Acknowledge that discomfort is part of
                         the process




Friday,March 14,2008                                              31
Culture Change

            It is like starting a new job



Friday,March 14,2008                        32
Communications

                       • New Structures
                       • Balance
                       • Personality Quirks
                       • Rumors and mis-information

Friday,March 14,2008                                  33
New Structures
Photo by Jim Phelps
Friday,March 14,2008                    34
New Structures: Fixes

                       • Expect that channels and teams will be
                         fluid
                       • Monitor the channels and tools
                       • Assign responsibility for communicating

Friday,March 14,2008                                               35
Balancing Act
Photo by Jim Phelps
Friday,March 14,2008                   36
Balancing Act: Fixes

                       • Monitor the channels and tools
                       • Keep the structure dynamic
                       • Be clear about responsibilities for
                         communication - especially between
                         teams



Friday,March 14,2008                                           37
Personality Quirks
Photo by Jim Phelps
Friday,March 14,2008                        38
Personality: Fixes

                       • Have frank/kind discussion
                       • Establish fact-checking process
                       • Walk around


Friday,March 14,2008                                       39
Trusted 3rd Party
Photo from a The Three Stooges movie
Friday,March 14,2008                       40
Expectation Management

                       • Good Ideas that just don’t make it
                       • Emotional Investment
                       • Assumptions
                       • Demystify decision making

Friday,March 14,2008                                          41
Expectation Management
Photo from Flickr: Tito_LOL
Friday,March 14,2008                      42
Demystify Decisions
Photo from Flickr: yaruman5
Friday,March 14,2008                         43
Decision Making

                       • Problem Solving not Status Reports
                       • Make sure teams understand their role
                         in decision making
                       • Ideas on the table

Friday,March 14,2008                                             44
Big Picture
 Photo from Flickr: justindc
Friday,March 14,2008                         45
Scope Management

                       • Everything in scope...
                       • Iterations v1.0, 1.1, 1.2...
                       • Roadmap


Friday,March 14,2008                                    46
Roadmap
Friday,March 14,2008             47
Issues Management: Fixes

                       • Prototype early - SWOT Often
                       • Assign issues to a person
                       • Watch for swirling issues
                       • Third Party : manage by walking around

Friday,March 14,2008                                              48
Capture and Assign
 Photo from Flickr: justindc
Friday,March 14,2008                        49
Useful Tools
                       • Charter(s)
                       • eMail listservs
                       • Issue tracking
                       • Document Repository
                       • Time Tracking
                       • Wiki
Friday,March 14,2008                           50
Weave together
 Photo from Flickr: justindc
Friday,March 14,2008                     51
Impacts and Lessons Learned

                       • Culture Change
                       • Communications
                       • Decision Making and Issue Tracking
                       • Expectation and Scope Management

Friday,March 14,2008                                          52
Why?

Friday,March 14,2008          53
Bug
 Photo from Flickr: gottcha78
Friday,March 14,2008                  54
Benefits

                       • Deeper understanding
                       • Early prototypes capture problems
                       • Culture change as part of the process
                       • People see value in participating

Friday,March 14,2008                                             55
Methodology

                       • Agile Development
                       • Model Driven Design
                       • Continuous Process Improvement


Friday,March 14,2008                                      56
Methodology

                       • Functional and Technical at the table
                       • Prototype early and often
                       • Iterative development
                       • Models for understanding and rigor

Friday,March 14,2008                                             57
Continuous Process Improvement


                       • Check-ins
                       • Realignment
                       • Evaluate effectiveness
                       • Adjusting

Friday,March 14,2008                                58
Impacts and Lessons Learned

                       • Culture Change
                       • Communications
                       • Decision Making and Issue Tracking
                       • Expectation and Scope Management

Friday,March 14,2008                                          59
New standard
Photo by Jim Phelps
Friday,March 14,2008                  60
Friday,March 14,2008
                       ?   61
Collaborative Development
                                            The Human Side of Project Management




                                   EDUCAUSE Midwest Regional Conference
                                              March 2008
                                        Jim Phelps, Terry Ruzicka




                         Copyright Jim Phelps and Terry Ruzicka 2008. This work is the intellectual property of the authors.
                          Permission is granted for this material to be shared for non-commercial, educational purposes,
                        provided that this copyright statement appears on the reproduced materials and notice is given that
                       the copying is by permission of the author. To disseminate otherwise or to republish requires written
                                                            permission from the author.




Friday,March 14,2008                                                                                                           62

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Collaborative Process Slides

  • 1. Collaborative Development The Human Side of Project Management EDUCAUSE Midwest Regional Conference March 2008 Jim Phelps, Terry Ruzicka Friday,March 14,2008 1
  • 2. Agenda • Intro • Methodology • Case Study • Impacts and Lessons Learned • Tools • Benefits Friday,March 14,2008 2
  • 3. Impacts and Lessons Learned • Culture Change • Communications • Decision Making and Issue Tracking • Expectation and Scope Management Friday,March 14,2008 3
  • 4. Background • About Us • About the Campus • Waterfall vs. Collaborative/Agile Friday,March 14,2008 4
  • 5. Therese Ruzicka Special Assistant to the Vice Provost Division of Enrollment Management University of Wisconsin-Madison mruzicka@em.wisc.edu Jim Phelps Sr. I.T. Architect Division of Information Technology (DoIT) University of Wisconsin-Madison phelps@doit.wisc.edu Friday,March 14,2008 5
  • 6. Photo from Google Maps UW-Madison Friday,March 14,2008 6
  • 7. Agile vs. Waterfall Photo by Jim Phelps Friday,March 14,2008 7
  • 8. Methodology • Agile Development • Model Driven Design • Continuous Process Improvement Friday,March 14,2008 8
  • 9. Agile Development Photo from Flickr: Natascha2008 Friday,March 14,2008 9
  • 10. Model Driven Design Photo from Flickr: Brenda Anderson Friday,March 14,2008 10
  • 11. Methodology • Functional and Technical at the table • Prototype early and often • Iterative development • Models for understanding and rigor Friday,March 14,2008 11
  • 12. Continuous Process Improvement Photo from Flickr: D’akota Friday,March 14,2008 12
  • 13. Self-Organizing Photo from Flickr: Laurel714 Friday,March 14,2008 13
  • 14. Continuous Process Improvement • Check-ins • Realignment • Evaluate effectiveness • Adjusting Friday,March 14,2008 14
  • 15. References Scott Ambler- http://www.ambysoft.com/onlineWritings.html Agile Martin Fowler - http://www.ambysoft.com/onlineWritings.html Development Wikipedia - http://en.wikipedia.org/wiki/Agile_software_development Model Driven Object Management Group (OMG) - http://www.omg.org/mda/ Scott Ambler - http://www.agilemodeling.com/essays/agileMDA.htm Design Wikipedia - http://en.wikipedia.org/wiki/Model-driven_architecture UML - http://www.uml.org/ UML, BPMN BPMN - http://www.bpmn.org/ Continuous Wikipedia - http://en.wikipedia.org/wiki/W._Edwards_Deming Process Joiner, Brian L. (1994). Fourth Generation Management - The New Business Consciousness. McGraw-Hill. Improvement Scherkenbach, William W. (1991). Deming’s Road to Continual Improvement. SPC Press, Inc Friday,March 14,2008 15
  • 16. Case Study • The Project • The Organizational Structure Friday,March 14,2008 16
  • 20. Users and Customer Support Friday,March 14,2008 20
  • 21. Variety of Payment Methods Friday,March 14,2008 21
  • 23. The Organizational Structure • Sponsors • Leads Team • Fluid sub-teams (self-organizing) Friday,March 14,2008 23
  • 24. Impacts and Lessons Learned • Culture Change • Communications • Decision Making and Issue Tracking • Expectation and Scope Management Friday,March 14,2008 24
  • 25. Culture Change • New Roles • New Networks • Discomfort Friday,March 14,2008 25
  • 26. New Roles Photo from the classic movie: Metropolis Friday,March 14,2008 26
  • 27. New Roles: Fixes • Define the new position • Train - as if it is a new job • Mentoring • Help staff speak up and fully participate Friday,March 14,2008 27
  • 28. New Networks Photo from history.nasa.gov Friday,March 14,2008 28
  • 29. Communication Network: Fixes • Lots of conversations • One-on-one • Small teams • Large teams • Mentoring and training • On-going check-ins Friday,March 14,2008 29
  • 30. Discomfort Photo from “Terror in the Haunted House” 1958 Friday,March 14,2008 30
  • 31. Discomfort: Fixes • Encourage to talk about discomfort • Acknowledge that there are unknowns • Acknowledge that discomfort is part of the process Friday,March 14,2008 31
  • 32. Culture Change It is like starting a new job Friday,March 14,2008 32
  • 33. Communications • New Structures • Balance • Personality Quirks • Rumors and mis-information Friday,March 14,2008 33
  • 34. New Structures Photo by Jim Phelps Friday,March 14,2008 34
  • 35. New Structures: Fixes • Expect that channels and teams will be fluid • Monitor the channels and tools • Assign responsibility for communicating Friday,March 14,2008 35
  • 36. Balancing Act Photo by Jim Phelps Friday,March 14,2008 36
  • 37. Balancing Act: Fixes • Monitor the channels and tools • Keep the structure dynamic • Be clear about responsibilities for communication - especially between teams Friday,March 14,2008 37
  • 38. Personality Quirks Photo by Jim Phelps Friday,March 14,2008 38
  • 39. Personality: Fixes • Have frank/kind discussion • Establish fact-checking process • Walk around Friday,March 14,2008 39
  • 40. Trusted 3rd Party Photo from a The Three Stooges movie Friday,March 14,2008 40
  • 41. Expectation Management • Good Ideas that just don’t make it • Emotional Investment • Assumptions • Demystify decision making Friday,March 14,2008 41
  • 42. Expectation Management Photo from Flickr: Tito_LOL Friday,March 14,2008 42
  • 43. Demystify Decisions Photo from Flickr: yaruman5 Friday,March 14,2008 43
  • 44. Decision Making • Problem Solving not Status Reports • Make sure teams understand their role in decision making • Ideas on the table Friday,March 14,2008 44
  • 45. Big Picture Photo from Flickr: justindc Friday,March 14,2008 45
  • 46. Scope Management • Everything in scope... • Iterations v1.0, 1.1, 1.2... • Roadmap Friday,March 14,2008 46
  • 48. Issues Management: Fixes • Prototype early - SWOT Often • Assign issues to a person • Watch for swirling issues • Third Party : manage by walking around Friday,March 14,2008 48
  • 49. Capture and Assign Photo from Flickr: justindc Friday,March 14,2008 49
  • 50. Useful Tools • Charter(s) • eMail listservs • Issue tracking • Document Repository • Time Tracking • Wiki Friday,March 14,2008 50
  • 51. Weave together Photo from Flickr: justindc Friday,March 14,2008 51
  • 52. Impacts and Lessons Learned • Culture Change • Communications • Decision Making and Issue Tracking • Expectation and Scope Management Friday,March 14,2008 52
  • 54. Bug Photo from Flickr: gottcha78 Friday,March 14,2008 54
  • 55. Benefits • Deeper understanding • Early prototypes capture problems • Culture change as part of the process • People see value in participating Friday,March 14,2008 55
  • 56. Methodology • Agile Development • Model Driven Design • Continuous Process Improvement Friday,March 14,2008 56
  • 57. Methodology • Functional and Technical at the table • Prototype early and often • Iterative development • Models for understanding and rigor Friday,March 14,2008 57
  • 58. Continuous Process Improvement • Check-ins • Realignment • Evaluate effectiveness • Adjusting Friday,March 14,2008 58
  • 59. Impacts and Lessons Learned • Culture Change • Communications • Decision Making and Issue Tracking • Expectation and Scope Management Friday,March 14,2008 59
  • 60. New standard Photo by Jim Phelps Friday,March 14,2008 60
  • 62. Collaborative Development The Human Side of Project Management EDUCAUSE Midwest Regional Conference March 2008 Jim Phelps, Terry Ruzicka Copyright Jim Phelps and Terry Ruzicka 2008. This work is the intellectual property of the authors. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author. Friday,March 14,2008 62