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Agile Pitfalls
Seth Brown: Director of Professional Services, Lullabot
Drew Harteveld: AVP Digital Operations, Martha Stewart Living Omnimedia
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls

  MSLO Digital Replatforming Project
       18 month duration
       50+ resources, internal and external
       40+ individual sub-projects, ranging from 4 weeks to 6 months
       Average of 8 sub-projects simultaneously underway
       Content totals:
                500,000 images
                18,425 recipes
                14,686 articles
                7,000 videos




Agile Pitfalls; Do It With Drupal, 10/14/2011                           3
Agile Pitfalls




                                                Flame Wars
                                                 Theory vs. Practice
                                                 Does it Scale?
                                                 Purists Be Warned




Agile Pitfalls; Do It With Drupal, 10/14/2011                           4
Agile Pitfalls




               Theory & Practice



Agile Pitfalls; Do It With Drupal, 10/14/2011   5
Agile Pitfalls


  Resource Management
  Theory:
        Fully dedicated
        Not shared across projects
        Co-located
        Strong Product Owner
        Represents business, creative, and technical stakeholders




Agile Pitfalls; Do It With Drupal, 10/14/2011                        6
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  Resource Management
  Practice:
        Every resource engaged on 3+ simultaneous projects
        Remote/ virtual resources
        Poor integration of Product Owners into Agile teams until late in the game.




Agile Pitfalls; Do It With Drupal, 10/14/2011                                          8
Agile Pitfalls


  Product Backlog
  Theory:
        Complete list of User Stories representing end-state application
        Active participation of Product Owners
        Fluid prioritization by Product Owners
        Awareness, via Velocity or other means, of implications of shuffling priority
         order




Agile Pitfalls; Do It With Drupal, 10/14/2011                                            9
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  Product Backlog
  Practice:
        Established backlog
        Composed of tasks, features, epics, user stories
        Resource capacity aware [Gantt chart]
        Highly-structured, semi-formal process for prioritizing backlog
        Transparent, widely socialized to stakeholders
        Allows the project to meander




Agile Pitfalls; Do It With Drupal, 10/14/2011                              11
Agile Pitfalls


  User Stories
  Theory:
        Each story represents a single testable feature
        User-oriented
        Test conditions written on back
        Non-technical language
        INVEST
                 Independent
                 Negotiable
                 Valuable to users and/or Product Owners
                 Estimable
                 Small
                 Testable



Agile Pitfalls; Do It With Drupal, 10/14/2011               12
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  User Stories
  Practice:
        Tried to stick to official language
        Often veered form “As a [user type]…” structure for fully back-end tasks
        Never enough time to build robust backlog
        Good involvement of Product Owners for prioritization
        Poor engagement of Tech resources
        Abandoned…




Agile Pitfalls; Do It With Drupal, 10/14/2011                                       14
Agile Pitfalls


  Iteration Planning
  Theory:
        Four-hour planning meetings
        Add new stories
        Prioritize backlog
        Assign Story Points
        Pack Sprint




Agile Pitfalls; Do It With Drupal, 10/14/2011   15
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  Iteration Planning
  Practice:
        2-hour meetings, including Review, Retro, plus Planning
        Prioritize backlog
        Pack new sprint
        Always rushed
        Grew to handle time estimating in separate meeting, only Tech
         resources involved




Agile Pitfalls; Do It With Drupal, 10/14/2011                            17
Agile Pitfalls


  Estimating
  Theory:
        Story Points associated with each User Story
        Not necessarily predicated on hours
        Utilize Story Points to determine and track Velocity
        Paper clips to represent Story Points
        Triangulate estimates
        Don’t pretend precision is possible (Fibonacci)
        User Story-based Burndown charts




Agile Pitfalls; Do It With Drupal, 10/14/2011                   18
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  Estimating
  Practice:
        Good with Story Points
        We are terrible at estimating
        Strong implementation of paper clips as time and team member
        Clips on cards to socialize




Agile Pitfalls; Do It With Drupal, 10/14/2011                           20
Agile Pitfalls


  Taskboard
  Theory:
        Public space
        Cards to be moved through representation of process [Kanban]
        Resource engagement with board
        Location for Standups
        Transparent for all stakeholders
        Tactile tools: index cards, sharpies, yarn, paper clips, thumbtacks, planning
         poker, etc.




Agile Pitfalls; Do It With Drupal, 10/14/2011                                            21
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  Taskboard
  Practice:
        Big, beautiful, centrally located Taskboards
        Classic implementation
        Low developer engagement
        Overlap and duplication with ticketing system
        Product stakeholders never really utilized for status, thus produced separate
         weekly reports




Agile Pitfalls; Do It With Drupal, 10/14/2011                                            23
Agile Pitfalls


  Ticketing Tools
  Theory:
        Agile doesn’t want the info. buried in systems
        Information should be accessible, tactile, visceral
        Formats should be comfortable to all team members




Agile Pitfalls; Do It With Drupal, 10/14/2011                  24
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  Ticketing Tools
  Practice:
        Tickets are the preferred currency of developers
        Less technical resources never felt comfortable
         organizing project as tickets
        Prioritization cumbersome and invisible
        Power dynamic shifts away from Product Owner to
         developers
        We utilized Unfuddle

        NetFlix queue?




Agile Pitfalls; Do It With Drupal, 10/14/2011               26
Agile Pitfalls


  Burndown
  Theory:
        Daily reconciliation of time or points remaining vs. work remaining
        Sensitive diagnostic of Sprint health
        Allows visualization of project trends
        Provides historical foundation for future estimation




Agile Pitfalls; Do It With Drupal, 10/14/2011                                  27
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  Burndown
  Practice:
        When we did them, they rocked
        Regime for hour estimation was strong, thus good
         data in reporting
        Time consuming for PMs
        Hassle for developers
        Tough sell for team members
        Product stakeholders never fully engaged with
         reporting
        Burndown as hours or Story Points?




Agile Pitfalls; Do It With Drupal, 10/14/2011               29
Agile Pitfalls


  Standups
  Theory:
        Daily SCRUMs
        15 minutes max
        No rabbit holes or “solutioneering”
        Detailed issues deferred for optional aftertalks
        3 questions:
                 What did you do yesterday?
                 What are you doing today?
                 What roadblocks?




Agile Pitfalls; Do It With Drupal, 10/14/2011               30
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  Standups
  Practice:
        Only afforded 2x per week due to shared resourcing
        In front of Taskboard
        Held to 15 minutes, 80% of the time
        Fantastic participation across cross-functional groups
        Prone to solutioneering




Agile Pitfalls; Do It With Drupal, 10/14/2011                     32
Agile Pitfalls


  Release Planning
  Theory:
        End of every Sprint results in shippable code
        Iterate
        Enterprise deployment best-practices
                 Version control
                 Code promotion strategy
        Start with:
                 Pared-down interfaces
                 Fewer features
                 Fewer roles
                 Simpler permissions
                 Fewer modules
                 Key workflows

Agile Pitfalls; Do It With Drupal, 10/14/2011            33
EXPERIENCE PLANNING OVERVIEW
Agile Pitfalls


  Release Planning
  Practice:
        Major issues with gap between Agile Sprint work and
         aggregating all on one platform for Production
        Iterative releases had to be feature-complete
        Like-for-Like Replatforming
        Goldilocks scope – “Not too big, not to small, just right”




Agile Pitfalls; Do It With Drupal, 10/14/2011                         35
Agile Pitfalls

                                      [Intermission]




Agile Pitfalls; Do It With Drupal, 10/14/2011          36
Agile Pitfalls




                                                Pitfalls



Agile Pitfalls; Do It With Drupal, 10/14/2011              37
Agile Pitfalls

  Design in a vacuum vs. what we get
  “outta the box”




Agile Pitfalls; Do It With Drupal, 10/14/2011   38
Agile Pitfalls

  Design in a vacuum vs. what we get
  “outta the box”
        Diagramming the “rainbows and unicorns”, greenfield design
        Offensive to the Tech team
        More work to build an experience around the provided functionality, than just to build
         from scratch
        Ignoring one of the major strengths of the Drupal platform, its modularity. You get
         some functionality just by installing!
        Steve Jobs: design-driven engineering




Agile Pitfalls; Do It With Drupal, 10/14/2011                                                     39
Agile Pitfalls

  Lack of fully-allocated team
  resources




Agile Pitfalls; Do It With Drupal, 10/14/2011   40
Agile Pitfalls

  Lack of fully-allocated team
  resources
        Highly likely we were hobbled right out of the gate by this, just weren’t smart enough to
         realize it
        Never got that deep, selfless integration across the team
        Resources more concerned about their own deliverables [across projects] than the
         project’s own deliverables. How can you blame them?
        Does it scale?




Agile Pitfalls; Do It With Drupal, 10/14/2011                                                        41
Agile Pitfalls

  Selling Agile to stakeholders and
  clients




Agile Pitfalls; Do It With Drupal, 10/14/2011   42
Agile Pitfalls

  Selling Agile to stakeholders and
  clients
        Fixed timeline
        Negotiable scope, willingness to meander
        Complex process for stakeholders to understand
        Diametrically opposed to “fixed-price bid” contracts
        If all three constraints of the “Iron Triangle” [scope, cost, and time] are fixed, Agile isn’t
         a good fit for your project




Agile Pitfalls; Do It With Drupal, 10/14/2011                                                             43
Agile Pitfalls

  No Map




Agile Pitfalls; Do It With Drupal, 10/14/2011   44
Agile Pitfalls

  No Map
        No functional specification to document scope
        Difficult to onboard new team members
        Nearly impossible to facilitate formalized stakeholder approvals
        Doesn’t provide the “Big Picture” of a classic waterfall Gantt chart




Agile Pitfalls; Do It With Drupal, 10/14/2011                                   45
Agile Pitfalls

  Infrastructure projects not suitable
  for Agile




Agile Pitfalls; Do It With Drupal, 10/14/2011   46
Agile Pitfalls

  Infrastructure projects not suitable
  for Agile
        Scope not negotiable due to “Like-for-Like” expectations
        Hard project deadlines
        Foundational code doesn’t lend itself to stakeholder-prioritized iteration
                 Stakeholders don’t value it [“where is the sizzle?”]
                 Can’t ship with just the foundation
        Can’t build a nuclear submarine in an agile fashion – the bulkheads won’t be
         water tight.




Agile Pitfalls; Do It With Drupal, 10/14/2011                                           47

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The Pitfalls of Being Agile

  • 1. Agile Pitfalls Seth Brown: Director of Professional Services, Lullabot Drew Harteveld: AVP Digital Operations, Martha Stewart Living Omnimedia
  • 3. Agile Pitfalls MSLO Digital Replatforming Project  18 month duration  50+ resources, internal and external  40+ individual sub-projects, ranging from 4 weeks to 6 months  Average of 8 sub-projects simultaneously underway  Content totals:  500,000 images  18,425 recipes  14,686 articles  7,000 videos Agile Pitfalls; Do It With Drupal, 10/14/2011 3
  • 4. Agile Pitfalls Flame Wars  Theory vs. Practice  Does it Scale?  Purists Be Warned Agile Pitfalls; Do It With Drupal, 10/14/2011 4
  • 5. Agile Pitfalls Theory & Practice Agile Pitfalls; Do It With Drupal, 10/14/2011 5
  • 6. Agile Pitfalls Resource Management Theory:  Fully dedicated  Not shared across projects  Co-located  Strong Product Owner  Represents business, creative, and technical stakeholders Agile Pitfalls; Do It With Drupal, 10/14/2011 6
  • 8. Agile Pitfalls Resource Management Practice:  Every resource engaged on 3+ simultaneous projects  Remote/ virtual resources  Poor integration of Product Owners into Agile teams until late in the game. Agile Pitfalls; Do It With Drupal, 10/14/2011 8
  • 9. Agile Pitfalls Product Backlog Theory:  Complete list of User Stories representing end-state application  Active participation of Product Owners  Fluid prioritization by Product Owners  Awareness, via Velocity or other means, of implications of shuffling priority order Agile Pitfalls; Do It With Drupal, 10/14/2011 9
  • 11. Agile Pitfalls Product Backlog Practice:  Established backlog  Composed of tasks, features, epics, user stories  Resource capacity aware [Gantt chart]  Highly-structured, semi-formal process for prioritizing backlog  Transparent, widely socialized to stakeholders  Allows the project to meander Agile Pitfalls; Do It With Drupal, 10/14/2011 11
  • 12. Agile Pitfalls User Stories Theory:  Each story represents a single testable feature  User-oriented  Test conditions written on back  Non-technical language  INVEST  Independent  Negotiable  Valuable to users and/or Product Owners  Estimable  Small  Testable Agile Pitfalls; Do It With Drupal, 10/14/2011 12
  • 14. Agile Pitfalls User Stories Practice:  Tried to stick to official language  Often veered form “As a [user type]…” structure for fully back-end tasks  Never enough time to build robust backlog  Good involvement of Product Owners for prioritization  Poor engagement of Tech resources  Abandoned… Agile Pitfalls; Do It With Drupal, 10/14/2011 14
  • 15. Agile Pitfalls Iteration Planning Theory:  Four-hour planning meetings  Add new stories  Prioritize backlog  Assign Story Points  Pack Sprint Agile Pitfalls; Do It With Drupal, 10/14/2011 15
  • 17. Agile Pitfalls Iteration Planning Practice:  2-hour meetings, including Review, Retro, plus Planning  Prioritize backlog  Pack new sprint  Always rushed  Grew to handle time estimating in separate meeting, only Tech resources involved Agile Pitfalls; Do It With Drupal, 10/14/2011 17
  • 18. Agile Pitfalls Estimating Theory:  Story Points associated with each User Story  Not necessarily predicated on hours  Utilize Story Points to determine and track Velocity  Paper clips to represent Story Points  Triangulate estimates  Don’t pretend precision is possible (Fibonacci)  User Story-based Burndown charts Agile Pitfalls; Do It With Drupal, 10/14/2011 18
  • 20. Agile Pitfalls Estimating Practice:  Good with Story Points  We are terrible at estimating  Strong implementation of paper clips as time and team member  Clips on cards to socialize Agile Pitfalls; Do It With Drupal, 10/14/2011 20
  • 21. Agile Pitfalls Taskboard Theory:  Public space  Cards to be moved through representation of process [Kanban]  Resource engagement with board  Location for Standups  Transparent for all stakeholders  Tactile tools: index cards, sharpies, yarn, paper clips, thumbtacks, planning poker, etc. Agile Pitfalls; Do It With Drupal, 10/14/2011 21
  • 23. Agile Pitfalls Taskboard Practice:  Big, beautiful, centrally located Taskboards  Classic implementation  Low developer engagement  Overlap and duplication with ticketing system  Product stakeholders never really utilized for status, thus produced separate weekly reports Agile Pitfalls; Do It With Drupal, 10/14/2011 23
  • 24. Agile Pitfalls Ticketing Tools Theory:  Agile doesn’t want the info. buried in systems  Information should be accessible, tactile, visceral  Formats should be comfortable to all team members Agile Pitfalls; Do It With Drupal, 10/14/2011 24
  • 26. Agile Pitfalls Ticketing Tools Practice:  Tickets are the preferred currency of developers  Less technical resources never felt comfortable organizing project as tickets  Prioritization cumbersome and invisible  Power dynamic shifts away from Product Owner to developers  We utilized Unfuddle  NetFlix queue? Agile Pitfalls; Do It With Drupal, 10/14/2011 26
  • 27. Agile Pitfalls Burndown Theory:  Daily reconciliation of time or points remaining vs. work remaining  Sensitive diagnostic of Sprint health  Allows visualization of project trends  Provides historical foundation for future estimation Agile Pitfalls; Do It With Drupal, 10/14/2011 27
  • 29. Agile Pitfalls Burndown Practice:  When we did them, they rocked  Regime for hour estimation was strong, thus good data in reporting  Time consuming for PMs  Hassle for developers  Tough sell for team members  Product stakeholders never fully engaged with reporting  Burndown as hours or Story Points? Agile Pitfalls; Do It With Drupal, 10/14/2011 29
  • 30. Agile Pitfalls Standups Theory:  Daily SCRUMs  15 minutes max  No rabbit holes or “solutioneering”  Detailed issues deferred for optional aftertalks  3 questions:  What did you do yesterday?  What are you doing today?  What roadblocks? Agile Pitfalls; Do It With Drupal, 10/14/2011 30
  • 32. Agile Pitfalls Standups Practice:  Only afforded 2x per week due to shared resourcing  In front of Taskboard  Held to 15 minutes, 80% of the time  Fantastic participation across cross-functional groups  Prone to solutioneering Agile Pitfalls; Do It With Drupal, 10/14/2011 32
  • 33. Agile Pitfalls Release Planning Theory:  End of every Sprint results in shippable code  Iterate  Enterprise deployment best-practices  Version control  Code promotion strategy  Start with:  Pared-down interfaces  Fewer features  Fewer roles  Simpler permissions  Fewer modules  Key workflows Agile Pitfalls; Do It With Drupal, 10/14/2011 33
  • 35. Agile Pitfalls Release Planning Practice:  Major issues with gap between Agile Sprint work and aggregating all on one platform for Production  Iterative releases had to be feature-complete  Like-for-Like Replatforming  Goldilocks scope – “Not too big, not to small, just right” Agile Pitfalls; Do It With Drupal, 10/14/2011 35
  • 36. Agile Pitfalls [Intermission] Agile Pitfalls; Do It With Drupal, 10/14/2011 36
  • 37. Agile Pitfalls Pitfalls Agile Pitfalls; Do It With Drupal, 10/14/2011 37
  • 38. Agile Pitfalls Design in a vacuum vs. what we get “outta the box” Agile Pitfalls; Do It With Drupal, 10/14/2011 38
  • 39. Agile Pitfalls Design in a vacuum vs. what we get “outta the box”  Diagramming the “rainbows and unicorns”, greenfield design  Offensive to the Tech team  More work to build an experience around the provided functionality, than just to build from scratch  Ignoring one of the major strengths of the Drupal platform, its modularity. You get some functionality just by installing!  Steve Jobs: design-driven engineering Agile Pitfalls; Do It With Drupal, 10/14/2011 39
  • 40. Agile Pitfalls Lack of fully-allocated team resources Agile Pitfalls; Do It With Drupal, 10/14/2011 40
  • 41. Agile Pitfalls Lack of fully-allocated team resources  Highly likely we were hobbled right out of the gate by this, just weren’t smart enough to realize it  Never got that deep, selfless integration across the team  Resources more concerned about their own deliverables [across projects] than the project’s own deliverables. How can you blame them?  Does it scale? Agile Pitfalls; Do It With Drupal, 10/14/2011 41
  • 42. Agile Pitfalls Selling Agile to stakeholders and clients Agile Pitfalls; Do It With Drupal, 10/14/2011 42
  • 43. Agile Pitfalls Selling Agile to stakeholders and clients  Fixed timeline  Negotiable scope, willingness to meander  Complex process for stakeholders to understand  Diametrically opposed to “fixed-price bid” contracts  If all three constraints of the “Iron Triangle” [scope, cost, and time] are fixed, Agile isn’t a good fit for your project Agile Pitfalls; Do It With Drupal, 10/14/2011 43
  • 44. Agile Pitfalls No Map Agile Pitfalls; Do It With Drupal, 10/14/2011 44
  • 45. Agile Pitfalls No Map  No functional specification to document scope  Difficult to onboard new team members  Nearly impossible to facilitate formalized stakeholder approvals  Doesn’t provide the “Big Picture” of a classic waterfall Gantt chart Agile Pitfalls; Do It With Drupal, 10/14/2011 45
  • 46. Agile Pitfalls Infrastructure projects not suitable for Agile Agile Pitfalls; Do It With Drupal, 10/14/2011 46
  • 47. Agile Pitfalls Infrastructure projects not suitable for Agile  Scope not negotiable due to “Like-for-Like” expectations  Hard project deadlines  Foundational code doesn’t lend itself to stakeholder-prioritized iteration  Stakeholders don’t value it [“where is the sizzle?”]  Can’t ship with just the foundation  Can’t build a nuclear submarine in an agile fashion – the bulkheads won’t be water tight. Agile Pitfalls; Do It With Drupal, 10/14/2011 47