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PMI & Scrum:
Bridging The Gap
Silvana Wasitova, PMP, CSP
Agile & Scrum Coach & Trainer
Montevideo, March 2015
2
About me
Waterfall
3
Scrum
www.pmisv.org
http://www.projectcartoon.com/
5
History of “Waterfall”
Waterfall Model
Originated in manufacturing
and construction industries
Highly structured physical environments
=> after-the-fact changes are
prohibitively costly
1970: Winston Royce article
Showed waterfall as an example of a flawed,
non-working model
Winston Royce’s “Grandiose” Model
“I believe in this concept, but the
implementation is risky and invites failure.”
Winston W. Royce, “Managing the development of large
software systems”, Aug 1970
“Single Pass” phased model
to cope with US DoD
regulatory requirements
Winston Royce’s Recommendation
Iterations between phases, hopefully
confined to successive steps
Winston Royce’s “Problem” Model
Problem:
Testing phase, at the end of Development
cycle, is the first time the integrated
components are “experienced”.
Failure may require a major redesign,
or modifying the requirements.
Can expect up to 100% schedule and/or cost overrun.
History of PMBOK
1969: PMI established,
foremost advocate for the
project management profession
1987: First PMBOK
Established a standard and a lexicon
Introduced formal planning & control
PMBOK Processes
Times are changing
12
Page #
xkcd.com Randall Munroe, 2007
Rolland Garros
February
Yahoo-Eurosport: 2008 Event Schedule
January April May JuneMarch
Rugby 6 Nations Wimbledon
TDF
Euro
Paris-Dakar Tour de France
Moto GP
Golf, Athletics, Cycling
Basketball
Boxing
Horse Racing
Hockey, etc
FOOT:
Olympic Games qualifiers
World Cup qualifiers
27-Mar-15
14
Scrum Adoption at
Source: Gabrielle Benefield http://agilesoftwaredevelopment.com/blog/artem/lessons-yahoos-scrum-adoption
• 2004: One person experimented with scrum
• 2005: VP of Product Development hired Senior Director of Agile Development
• 2008:
3 coaches, each coaching approx. 10 scrum teams/year
200 scrum teams world wide, total approx. 1500+ employees
• Results in 2008:
Average Team Velocity increase estimated at +35% / year,
in some cases 300% - 400%
Development cost reduction of over USD 1 million / year
ROI on transition and trainings about 100% in first year
• Note: In first three years, 15-20% of people consistently DID NOT like Scrum
© Silvana Wasitova
Scrum vs. Waterfall: Time To Market
Develop & QASpec
Develop & QA
Spec
Scrum
Waterfall
12 weeks 3-6 wks
y wks
9 weeks
3 months
6-10 months
Collaborative
Results-Oriented
3 MONTHS
x wks
Updates
Sequential
Process-Oriented
6-10 MONTHS
 Faster Time to Market
 Higher Quality
 Satisfied Customer
64% implemented features are
rarely or never used
Ref: Jim Johnson, Chairman of Standish Group, quoted in 2006 in:
http://www.infoq.com/articles/Interview-Johnson-Standish-CHAOS
Sample: government and commercial organizations, no vendors, suppliers or consultants
Rarely
19%
Never
45%
Always
7%
Often
13%
Sometimes
16%
Building
the
wrong
thing!
Page #
The biggest danger in
Project and Product
Management:
Scrum vs. Waterfall
19© Itecor all rights reserved
Waterfall Scrum
Freezes scope, estimates schedule
At beginning and end
Build “everything in the specs”
Design all features up front
Linear path across phases
“Big Bang” at end
Separate phase, after development
High
Defined up front, rigid
Up front and exhaustive
At phase-handoffs
Approach
Client Involvement
Scope
Design
Development
Delivery
Testing
Cost of Change
Requirements
Documentation
Team Communication
Freezes schedule, estimates scope
Frequent collaboration
Build what client really needs, by priority
Emergent design of few features per iteration
Iterative, incorporate learning
Frequent, small increments
Continuous functional & unit testing inside
iterations
Allow changes up to “last responsible moment”
Low
Document only what is built, as needed
Continuous, cross-functional
Project Management:
Agile vs. Waterfall approach
Waterfall Agile
Project Manager
Delineated
Separated
By Project Manager
Defined up-front, signed-of
Detailed plans upfront
Not welcome
Work Assignment
Responsibilities
Task Ownership
Status reports
Requirements
Plans
Changes
Self-organizing team
Shared
Shared: all for one, one for all
Transparency, shared knowledge
High level, detailed in collaborations
Evolutionary planning
Allow changes up to “last responsible moment”,
prioritized
Delivering Business Value
21
BusinessValue
Scrum
Timedeliver business value in
ea iteration: Dev, QA,
docs, integration test
Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5
deliver business value all at once
Scope Definition Develop DeploySpecs QA Regression
Waterfall
ROI
ROI
Delivering Business Value
22
BusinessValue
Scrum
Time
Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5
Scope Definition Develop DeploySpecs QA Regression
Waterfall
Business Value: Risk
23
BusinessValue
Scrum
Time
Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5
Business Value: Risk
24
BusinessValue
Scrum
Time
Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5
Scope Definition Develop DeploySpecs QA Regression
Waterfall
Waterfall, Agile and Scrum: Characteristics
When is a project a “Scrum Project” and when is it not?
27-Mar-15 25
Waterfall Agile : Iterative Development
RUP DSDM
Upfront, Detailed Emergent Design
Linear hand-offs:
Dev then QA
Cross-functional &
collaborative: Dev & QA
Formal process,
implemented at end
Welcomed,
prioritized vs. backlog
At beginning and
at delivery Throughout cycle
Scrum
• Daily “standup” status checks ≤ 15mins
• Delivery rhythm in iterations (Sprints)
• Demo & Retrospective at end of ea. Sprint
 Continuous Improvement
XP: eXtreme
Programming
• Automated Tests
• Pair Programming
• Automated / Continuous Builds
• TDD: Test-Driven Development
• Continuous Deployment
Teamwork
Change
Requests
Customer / User
Involvement
Specifications
Scrum is the most popular Agile method:
74% of Agile practitioners (2009)
Agile practices are aligned with PMBOK process
groups: initiating, planning, executing,
monitoring, controlling, closing
In each iteration:
Planning, executing,
monitoring, controlling
Manage: Scope, time,
cost and quality
SURPRISE!
Fundamental Difference
Cone of Uncertainty
Boehm. 1981
PMBoK Estimation variances:
Order of magnitude:
+75% to -25%
Budgetary estimate:
+25% to -10%
Definitive estimate:
+10% to -5%
https://speakerdeck.com/lfittl/we-built-it-and-they-didnt-come
Risk Management
Agile Philosophy
 Adapt to changing requirements throughout dev. cycle
 Stress collaboration between developers and customers
 Early product delivery
 Strip-off non-essential activities & artifacts
 Transparency: daily standup
 Regular reviews with Client/Product Owner
 Continuous improvement via Retrospectives
30
PMBOK Strengths
Process oriented
Clear project kickoff & administrative initiation
Enumeration of stakeholders,
formalized communication plan
More explicitly calls for cost management
Outlines risk management approach:
identification, qualitative and quantitative
analysis, response planning
Agile Strengths
Empowered, self-organizing team
Collaboration, cross-fertilization,
shared responsibilities & commitments
Allows for adjustments and learnings
 produce a better results
Risk management
smaller units of work  more accurate
Frequent checks  fewer surprises & delays
Welcomes voice of the customer
Agile deals with
• Specifications will never be fully understoodZiv’s Law:
• The user will never be sure of what they want
until they see the system in production (if then)
Humphrey’s
Law:
• An interactive system can never be fully
specified, nor can it ever be fully tested
Wegner’s
Lemma:
• Software evolves more rapidly as it approaches
chaotic regions (without spilling into chaos)
Langdon’s
Lemma:
Agile Solutions to Common Problems
Use the right tool for the job
Decision Criteria: Scrum vs. Waterfall
Criteria Scrum Candidate Waterfall Candidate
What To Build or
How to Build it
Iterate to clarify
direction / details
Both are known
Market or User
Feedback and
Involvement
Want Market/User input
to improve usability
User/Market input
not needed
Time to Market vs.
Feature Content
Flexible about Scope Flexible about Time
Collaborate with clients and users
Many mistakes are avoidable
PMI ACP - Agile Certified Practitioner
Wonderful development, recognition of real need
Available May 2011
Like PMP, requires experience:
o 1,500 hours working in Agile project teams
(any role) or in Agile methodologies in last 2 yrs
o 2,000 hours general PM experience in last 5 yrs (or PMP)
o 21 hours Training in Agile project management topics
More info: http://www.pmi.org/en/Agile/
Agile-Certification-Eligibility-Requirements.aspx
Project Manager:
Find the right path
Right
Timing
41
Stay
relevant
Teamwork
42
It does not have to hurt
It’s a brave new world:
COURAGE
Silvana Wasitova, PMP, CSM, CSP
Vevey,Switzerland
s.wasitova@itecor.com
+41 79 558 05 09
slideshare.com/wasitova
45 © Itecor all rights reserved
46
THANK YOU!

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PMI & Scrum: Bridging The Gap Between Project Management and Agile

  • 1. PMI & Scrum: Bridging The Gap Silvana Wasitova, PMP, CSP Agile & Scrum Coach & Trainer Montevideo, March 2015
  • 2. 2
  • 6. History of “Waterfall” Waterfall Model Originated in manufacturing and construction industries Highly structured physical environments => after-the-fact changes are prohibitively costly 1970: Winston Royce article Showed waterfall as an example of a flawed, non-working model
  • 7. Winston Royce’s “Grandiose” Model “I believe in this concept, but the implementation is risky and invites failure.” Winston W. Royce, “Managing the development of large software systems”, Aug 1970 “Single Pass” phased model to cope with US DoD regulatory requirements
  • 8. Winston Royce’s Recommendation Iterations between phases, hopefully confined to successive steps
  • 9. Winston Royce’s “Problem” Model Problem: Testing phase, at the end of Development cycle, is the first time the integrated components are “experienced”. Failure may require a major redesign, or modifying the requirements. Can expect up to 100% schedule and/or cost overrun.
  • 10. History of PMBOK 1969: PMI established, foremost advocate for the project management profession 1987: First PMBOK Established a standard and a lexicon Introduced formal planning & control
  • 14. Rolland Garros February Yahoo-Eurosport: 2008 Event Schedule January April May JuneMarch Rugby 6 Nations Wimbledon TDF Euro Paris-Dakar Tour de France Moto GP Golf, Athletics, Cycling Basketball Boxing Horse Racing Hockey, etc FOOT: Olympic Games qualifiers World Cup qualifiers 27-Mar-15 14
  • 15. Scrum Adoption at Source: Gabrielle Benefield http://agilesoftwaredevelopment.com/blog/artem/lessons-yahoos-scrum-adoption • 2004: One person experimented with scrum • 2005: VP of Product Development hired Senior Director of Agile Development • 2008: 3 coaches, each coaching approx. 10 scrum teams/year 200 scrum teams world wide, total approx. 1500+ employees • Results in 2008: Average Team Velocity increase estimated at +35% / year, in some cases 300% - 400% Development cost reduction of over USD 1 million / year ROI on transition and trainings about 100% in first year • Note: In first three years, 15-20% of people consistently DID NOT like Scrum
  • 16. © Silvana Wasitova Scrum vs. Waterfall: Time To Market Develop & QASpec Develop & QA Spec Scrum Waterfall 12 weeks 3-6 wks y wks 9 weeks 3 months 6-10 months Collaborative Results-Oriented 3 MONTHS x wks Updates Sequential Process-Oriented 6-10 MONTHS  Faster Time to Market  Higher Quality  Satisfied Customer
  • 17. 64% implemented features are rarely or never used Ref: Jim Johnson, Chairman of Standish Group, quoted in 2006 in: http://www.infoq.com/articles/Interview-Johnson-Standish-CHAOS Sample: government and commercial organizations, no vendors, suppliers or consultants Rarely 19% Never 45% Always 7% Often 13% Sometimes 16%
  • 18. Building the wrong thing! Page # The biggest danger in Project and Product Management:
  • 19. Scrum vs. Waterfall 19© Itecor all rights reserved Waterfall Scrum Freezes scope, estimates schedule At beginning and end Build “everything in the specs” Design all features up front Linear path across phases “Big Bang” at end Separate phase, after development High Defined up front, rigid Up front and exhaustive At phase-handoffs Approach Client Involvement Scope Design Development Delivery Testing Cost of Change Requirements Documentation Team Communication Freezes schedule, estimates scope Frequent collaboration Build what client really needs, by priority Emergent design of few features per iteration Iterative, incorporate learning Frequent, small increments Continuous functional & unit testing inside iterations Allow changes up to “last responsible moment” Low Document only what is built, as needed Continuous, cross-functional
  • 20. Project Management: Agile vs. Waterfall approach Waterfall Agile Project Manager Delineated Separated By Project Manager Defined up-front, signed-of Detailed plans upfront Not welcome Work Assignment Responsibilities Task Ownership Status reports Requirements Plans Changes Self-organizing team Shared Shared: all for one, one for all Transparency, shared knowledge High level, detailed in collaborations Evolutionary planning Allow changes up to “last responsible moment”, prioritized
  • 21. Delivering Business Value 21 BusinessValue Scrum Timedeliver business value in ea iteration: Dev, QA, docs, integration test Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 deliver business value all at once Scope Definition Develop DeploySpecs QA Regression Waterfall ROI ROI
  • 22. Delivering Business Value 22 BusinessValue Scrum Time Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Scope Definition Develop DeploySpecs QA Regression Waterfall
  • 23. Business Value: Risk 23 BusinessValue Scrum Time Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5
  • 24. Business Value: Risk 24 BusinessValue Scrum Time Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Scope Definition Develop DeploySpecs QA Regression Waterfall
  • 25. Waterfall, Agile and Scrum: Characteristics When is a project a “Scrum Project” and when is it not? 27-Mar-15 25 Waterfall Agile : Iterative Development RUP DSDM Upfront, Detailed Emergent Design Linear hand-offs: Dev then QA Cross-functional & collaborative: Dev & QA Formal process, implemented at end Welcomed, prioritized vs. backlog At beginning and at delivery Throughout cycle Scrum • Daily “standup” status checks ≤ 15mins • Delivery rhythm in iterations (Sprints) • Demo & Retrospective at end of ea. Sprint  Continuous Improvement XP: eXtreme Programming • Automated Tests • Pair Programming • Automated / Continuous Builds • TDD: Test-Driven Development • Continuous Deployment Teamwork Change Requests Customer / User Involvement Specifications Scrum is the most popular Agile method: 74% of Agile practitioners (2009)
  • 26. Agile practices are aligned with PMBOK process groups: initiating, planning, executing, monitoring, controlling, closing In each iteration: Planning, executing, monitoring, controlling Manage: Scope, time, cost and quality SURPRISE!
  • 28. Cone of Uncertainty Boehm. 1981 PMBoK Estimation variances: Order of magnitude: +75% to -25% Budgetary estimate: +25% to -10% Definitive estimate: +10% to -5%
  • 30. Agile Philosophy  Adapt to changing requirements throughout dev. cycle  Stress collaboration between developers and customers  Early product delivery  Strip-off non-essential activities & artifacts  Transparency: daily standup  Regular reviews with Client/Product Owner  Continuous improvement via Retrospectives 30
  • 31. PMBOK Strengths Process oriented Clear project kickoff & administrative initiation Enumeration of stakeholders, formalized communication plan More explicitly calls for cost management Outlines risk management approach: identification, qualitative and quantitative analysis, response planning
  • 32. Agile Strengths Empowered, self-organizing team Collaboration, cross-fertilization, shared responsibilities & commitments Allows for adjustments and learnings  produce a better results Risk management smaller units of work  more accurate Frequent checks  fewer surprises & delays Welcomes voice of the customer
  • 33. Agile deals with • Specifications will never be fully understoodZiv’s Law: • The user will never be sure of what they want until they see the system in production (if then) Humphrey’s Law: • An interactive system can never be fully specified, nor can it ever be fully tested Wegner’s Lemma: • Software evolves more rapidly as it approaches chaotic regions (without spilling into chaos) Langdon’s Lemma:
  • 34. Agile Solutions to Common Problems
  • 35. Use the right tool for the job
  • 36. Decision Criteria: Scrum vs. Waterfall Criteria Scrum Candidate Waterfall Candidate What To Build or How to Build it Iterate to clarify direction / details Both are known Market or User Feedback and Involvement Want Market/User input to improve usability User/Market input not needed Time to Market vs. Feature Content Flexible about Scope Flexible about Time
  • 37. Collaborate with clients and users Many mistakes are avoidable
  • 38. PMI ACP - Agile Certified Practitioner Wonderful development, recognition of real need Available May 2011 Like PMP, requires experience: o 1,500 hours working in Agile project teams (any role) or in Agile methodologies in last 2 yrs o 2,000 hours general PM experience in last 5 yrs (or PMP) o 21 hours Training in Agile project management topics More info: http://www.pmi.org/en/Agile/ Agile-Certification-Eligibility-Requirements.aspx
  • 43. It does not have to hurt
  • 44. It’s a brave new world: COURAGE
  • 45. Silvana Wasitova, PMP, CSM, CSP Vevey,Switzerland s.wasitova@itecor.com +41 79 558 05 09 slideshare.com/wasitova 45 © Itecor all rights reserved