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Exploring Agile
Estimating & Planning


               @NickOostvogels
WHY estimating
      & planning?




http://www.flickr.com/photos/jakecaptive/3205277810/
It’s HARD !




      http://www.flickr.com/photos/jypsygen/3732589905/
Why do we keep playing this
      game?




http://www.flickr.com/photos/12203106@N05/1259607301/
The 5 wives
1. WHY?   Because my manager keeps
              asking for them!

2. WHY?   Because he needs to give estimates
              to his boss

3. WHY?   Because the management team needs
              to update the release planning

4. WHY?   Because our customers want to know
              when they get their new features

5. WHY?   Because they are relying on our solution
              for their own business
                          http://www.flickr.com/photos/jypsygen/3732589905/
Giving accurate estimates
is commercially interesting and
  brings value to our customers!
Other reasons



To keep the pressure on



                     http://www.flickr.com/photos/wwarby/3016549999/
Other reasons



                                                     For political reasons



http://www.flickr.com/photos/polandmfa/5537238802/
One month ago in Poland

NO Belgian government for 291 days!
Now
NO Belgian government for 422 days!
Other reasons

Not having to work together




                   http://www.flickr.com/photos/nanophoto69/5294068212/
Other reasons

                                                       Yearly budgetting




http://www.flickr.com/photos/bcgovphotos/5449582500/
Other reasons
Cost optimizing
Other reasons

Personnel
 planning




            http://www.flickr.com/photos/sponng/32380259/
These are all REASONS
that can be dealt with
in another way!
but still...




Number 1 reason:
Customers!
HOW Estimating
      & Planning?




http://www.flickr.com/photos/jakecaptive/3205277810/
3 types of estimating
                  1. Guessing




http://www.flickr.com/photos/photojonny/2268845904/
3 types of estimating

                    2. Counting




http://www.flickr.com/photos/ruiguerra/215254507/
3 types of estimating

                                                                          3. Measuring




http://www.flickr.com/photos/luis_is_rubbish_at_photography/5357065651/
Conclusion
Count or measure if you can, only
 use guessing or judgement as
 your last option.
Especially
when estimating
duration of tasks!
We ALL tend to be too OPTIMISTIC


Developers:
  • 20% - 30% too optimistic²



Managers :
  • We’ll be more productive
  • Won’t make the same mistakes
  • Catch up with extra effort
Guessing in ranges
When you can’t count or measure
           1   2   3    4    5

Task 1
           1   2   3    4    5

Task 2
Guessing in ranges



Reveals information:
• How clear is the tasks
• A best and worst case scenario
Counting
What can you count?
Nr of interfaces
Function points       Lines of code
        Nr of rules
                           Nr of roles
Database tables       Web pages
Planning by counting
1. Find something to count closely
   related to size of the software
2. Find something that’s
   available now
3. Must be statistically meaningful
4. Convert count to estimate
Measuring
WHY
      does Agile need a
      different type of
      planning?



http://www.flickr.com/photos/jakecaptive/3205277810/
Responding to change




http://www.flickr.com/photos/driotinto/2878033778/
Customer collaboration
What’s the point in getting
 feedback if you can’t do anything
 with it?
Quest for value

           What
         should we
           build?
Planning never ends




http://www.flickr.com/photos/michpics17/3476946665/
Comparison
Up-front planning Agile planning
• At the start        • Ongoing
• Stick to the plan   • Re-plan
• Changes avoided     • Changes weighed
• Ongoing

• Re-planning

• Changes weighed


We need to plan FAST,
with good ACCURACY
and LITTLE DETAILED information
HOW can we plan
      ‘Agile’?
     • Plan and re-plan

     • The right thing at the right time

     • With minimal effort

     • With good accuracy

     • And little detailed information

     • Creating a shared framework of understanding
http://www.flickr.com/photos/jakecaptive/3205277810/
Guessing?

NOT Accurate
Too little requirements
 are detailed
(only next sprint)
Counting & Measuring?
        YES !
FAST
ACCURATE
Don’t need all details
Agile counting &
measuring
COUNT pieces of functionality (ex.
 user stories)
MEASURE team velocity or feature
 cycle time
Issue : size & complexity vary


                     Solution : use a scale
                     Story points
                     T-shirt sizes
                     Fruit, ...
http://www.flickr.com/photos/jaydedman/2593673396/
Issue : size & complexity vary


      Solution : SPLIT them to approx.
       the same size and benefit from
       the statistical average



http://www.flickr.com/photos/jaydedman/2593673396/
Issue : size & complexity vary


      Solution : SPLIT them to approx.
       the same size and benefit from
       the statistical average



http://www.flickr.com/photos/jaydedman/2593673396/
Issue : lot’s of discussions

      Solution : Poker planning




http://www.flickr.com/photos/smannion/3385144016/
Issue : lot’s of discussions

      Solution : Good Facilitation




http://www.flickr.com/photos/smannion/3385144016/
Issue : we never deliver what
            we estimated
Solution : Reduce variation between
 input & output

•   Dedicated team! (or time)
•   Compute velocity according to capacity
•   Strive for Zero defects
•   Increase input quality (story preparation)
•   Retrospectives !
Agile Release Planning
    How the h*ll ?
    can you make a release plan without
     detailed up-front analysis?




http://www.flickr.com/photos/tripphotogallery/4059486159/
Count & Measure
Relative estimates or dividing into
 equal parts
TIP: Silent Grouping




Image by Ken Power
Count & Measure
      Use historical data to
      project into the
      future




http://www.flickr.com/photos/hdrphotographyblog/4498443106/
Count & Measure
             Estimate in ranges
Scope


                • Low
                • Medium
                • High


                    Time
Re-plan
            Measure velocity
Scope
          Adjust release plan




               Time
Agile release planning
But answer this question first:
“What is most imporant?

• Delivering the FULL SCOPE

OR

• Delivering a useful product at a FIXED DATE
Count & Measure
Prioritize
•   Business value
•   Story mapping
•   Dimensional planning
•   Kano
•   Bang for the buck
A plan loses its value right after it
 is created

Because it’s part of history and did
 not know about the present!²


The only way
  it makes sense to use a plan,
is when you continuously re-plan!
Thanks!
            @NickOostvogels
            noostvog.wordpress.com

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Exploring Agile Estimating and Planning

  • 1. Exploring Agile Estimating & Planning @NickOostvogels
  • 2. WHY estimating & planning? http://www.flickr.com/photos/jakecaptive/3205277810/
  • 3. It’s HARD ! http://www.flickr.com/photos/jypsygen/3732589905/
  • 4. Why do we keep playing this game? http://www.flickr.com/photos/12203106@N05/1259607301/
  • 5. The 5 wives 1. WHY? Because my manager keeps asking for them! 2. WHY? Because he needs to give estimates to his boss 3. WHY? Because the management team needs to update the release planning 4. WHY? Because our customers want to know when they get their new features 5. WHY? Because they are relying on our solution for their own business http://www.flickr.com/photos/jypsygen/3732589905/
  • 6. Giving accurate estimates is commercially interesting and brings value to our customers!
  • 7. Other reasons To keep the pressure on http://www.flickr.com/photos/wwarby/3016549999/
  • 8. Other reasons For political reasons http://www.flickr.com/photos/polandmfa/5537238802/
  • 9. One month ago in Poland NO Belgian government for 291 days!
  • 10. Now NO Belgian government for 422 days!
  • 11. Other reasons Not having to work together http://www.flickr.com/photos/nanophoto69/5294068212/
  • 12. Other reasons Yearly budgetting http://www.flickr.com/photos/bcgovphotos/5449582500/
  • 14. Other reasons Personnel planning http://www.flickr.com/photos/sponng/32380259/
  • 15. These are all REASONS that can be dealt with in another way!
  • 16. but still... Number 1 reason: Customers!
  • 17. HOW Estimating & Planning? http://www.flickr.com/photos/jakecaptive/3205277810/
  • 18. 3 types of estimating 1. Guessing http://www.flickr.com/photos/photojonny/2268845904/
  • 19. 3 types of estimating 2. Counting http://www.flickr.com/photos/ruiguerra/215254507/
  • 20. 3 types of estimating 3. Measuring http://www.flickr.com/photos/luis_is_rubbish_at_photography/5357065651/
  • 21. Conclusion Count or measure if you can, only use guessing or judgement as your last option.
  • 23. We ALL tend to be too OPTIMISTIC Developers: • 20% - 30% too optimistic² Managers : • We’ll be more productive • Won’t make the same mistakes • Catch up with extra effort
  • 24. Guessing in ranges When you can’t count or measure 1 2 3 4 5 Task 1 1 2 3 4 5 Task 2
  • 25. Guessing in ranges Reveals information: • How clear is the tasks • A best and worst case scenario
  • 27. Nr of interfaces Function points Lines of code Nr of rules Nr of roles Database tables Web pages
  • 28. Planning by counting 1. Find something to count closely related to size of the software 2. Find something that’s available now 3. Must be statistically meaningful 4. Convert count to estimate
  • 30. WHY does Agile need a different type of planning? http://www.flickr.com/photos/jakecaptive/3205277810/
  • 32. Customer collaboration What’s the point in getting feedback if you can’t do anything with it?
  • 33. Quest for value What should we build?
  • 35. Comparison Up-front planning Agile planning • At the start • Ongoing • Stick to the plan • Re-plan • Changes avoided • Changes weighed
  • 36. • Ongoing • Re-planning • Changes weighed We need to plan FAST, with good ACCURACY and LITTLE DETAILED information
  • 37. HOW can we plan ‘Agile’? • Plan and re-plan • The right thing at the right time • With minimal effort • With good accuracy • And little detailed information • Creating a shared framework of understanding http://www.flickr.com/photos/jakecaptive/3205277810/
  • 38. Guessing? NOT Accurate Too little requirements are detailed (only next sprint)
  • 39. Counting & Measuring? YES ! FAST ACCURATE Don’t need all details
  • 40. Agile counting & measuring COUNT pieces of functionality (ex. user stories) MEASURE team velocity or feature cycle time
  • 41. Issue : size & complexity vary Solution : use a scale Story points T-shirt sizes Fruit, ... http://www.flickr.com/photos/jaydedman/2593673396/
  • 42. Issue : size & complexity vary Solution : SPLIT them to approx. the same size and benefit from the statistical average http://www.flickr.com/photos/jaydedman/2593673396/
  • 43. Issue : size & complexity vary Solution : SPLIT them to approx. the same size and benefit from the statistical average http://www.flickr.com/photos/jaydedman/2593673396/
  • 44. Issue : lot’s of discussions Solution : Poker planning http://www.flickr.com/photos/smannion/3385144016/
  • 45. Issue : lot’s of discussions Solution : Good Facilitation http://www.flickr.com/photos/smannion/3385144016/
  • 46. Issue : we never deliver what we estimated Solution : Reduce variation between input & output • Dedicated team! (or time) • Compute velocity according to capacity • Strive for Zero defects • Increase input quality (story preparation) • Retrospectives !
  • 47. Agile Release Planning How the h*ll ? can you make a release plan without detailed up-front analysis? http://www.flickr.com/photos/tripphotogallery/4059486159/
  • 48. Count & Measure Relative estimates or dividing into equal parts TIP: Silent Grouping Image by Ken Power
  • 49. Count & Measure Use historical data to project into the future http://www.flickr.com/photos/hdrphotographyblog/4498443106/
  • 50. Count & Measure Estimate in ranges Scope • Low • Medium • High Time
  • 51. Re-plan Measure velocity Scope Adjust release plan Time
  • 52. Agile release planning But answer this question first: “What is most imporant? • Delivering the FULL SCOPE OR • Delivering a useful product at a FIXED DATE
  • 53. Count & Measure Prioritize • Business value • Story mapping • Dimensional planning • Kano • Bang for the buck
  • 54. A plan loses its value right after it is created Because it’s part of history and did not know about the present!² The only way it makes sense to use a plan, is when you continuously re-plan!
  • 55. Thanks! @NickOostvogels noostvog.wordpress.com Resources