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Cat Herding,
or the art of agile
portfolio
management
Dave Sharrock

agile42 | The Agile Coaching Company

www.agile42.com |

All rights reserved. Copyright ©2007-2013
Characteristics of High Performing Teams

Attributes of a highperforming team
agile42 | The Agile Coaching Company

Killers of a highperforming team
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agile teams and small organizations
get things done
by creating an environment where good
practices are easy to do

agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
small, dedicated
cross-functional teams

agile42 | The Agile Coaching Company

communication

www.agile42.com |

All rights reserved. Copyright ©2007-2013
small, dedicated
cross-functional teams

communication

product owner,
ordered backlog

agile42 | The Agile Coaching Company

focus

www.agile42.com |

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http://www.scrumalliance.org/why-scrum/state-of-scrum-report

22% of teams have
no product owner
agile42 | The Agile Coaching Company

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small, dedicated
cross-functional teams

communication

Product Owner,
ordered backlog
simple, big visible
charts show progress

agile42 | The Agile Coaching Company

focus
transparency

www.agile42.com |

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From scattering like cats...

http://www.flickr.com/photos/dragonize/11166439273
agile42 | The Agile Coaching Company

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...to flocking like birds

http://www.flickr.com/photos/popiet/4142138666
agile42 | The Agile Coaching Company

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http://www.flickr.com/photos/mlevin/4488369118

Size and complexity
breakdown these constraints
agile42 | The Agile Coaching Company

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communication

departmental silos
single-points-of-failure
death by committee

http://www.flickr.com/photos/sebastiandooris/2449853812
agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
communication
focus

distractions
informal networks
project inertia

http://www.flickr.com/photos/onemananhisdog/5718624579
agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
communication
focus
transparency

mixed language
local success optimization
illusions of progress

http://www.flickr.com/photos/wwarby/2460655511/
agile42 | The Agile Coaching Company

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Flocking birds follow simple rules
that create coherent, synchronized
behavior in a mass of individuals
http://www.flickr.com/photos/antmoose/91814675
agile42 | The Agile Coaching Company

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3 simple principles
to encourage
flocking without
herding

http://www.flickr.com/photos/popiet/4142138666
agile42 | The Agile Coaching Company

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1. FOCUS ON THE WHOLE
Have a shared understanding of success
shared KPIs, metrics,
goals

http://www.flickr.com/photos/idovermani/4242513383

agile42 | The Agile Coaching Company

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?
12 + a +vii + β = 12
agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
1. FOCUS ON THE WHOLE
Have a shared understanding of success
shared KPIs, metrics,
goals
get out of the way doers talk with doers

http://www.flickr.com/photos/idovermani/4242513383

agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
1. FOCUS ON THE WHOLE
Have a shared understanding of success
shared KPIs, metrics,
goals
get out of the way doers talk with doers
cascade priorities down
from the top
http://www.flickr.com/photos/idovermani/4242513383

agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
the customer
experience #1

Priority #2

experience #2

Priority #1

component #3

component #1

component #2
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2. DELIVER AS FAST AS POSSIBLE
Shorten feedback cycles
automation

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2. DELIVER AS FAST AS POSSIBLE
Shorten feedback cycles
automation
integrate much more
often

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2. DELIVER AS FAST AS POSSIBLE
Shorten feedback cycles
automation
integrate much more
often
make many more small
changes

agile42 | The Agile Coaching Company

www.agile42.com |

All rights reserved. Copyright ©2007-2013
3. MAKE PROGRESS VISIBLE
Compare apples to apples
normalize what you look
at

agile42 | The Agile Coaching Company

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Requirements hierarchy

release = ∑ features
feature = ∑ epics
epic = ∑ stories
story = ∑ tasks

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All rights reserved. Copyright ©2007-2013
Terminology, really?

http://www.flickr.com/photos/photon_de/2700323949
agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
3. MAKE PROGRESS VISIBLE
Compare apples to apples
normalize what you look
at
set a relevant cadence
to review changes

agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
TO DO

DOING

DONE

cts
ifa
art

Swim lanes

agile42 | The Agile Coaching Company

set an
appropriate
cadence
www.agile42.com |

All rights reserved. Copyright ©2007-2013
3. MAKE PROGRESS VISIBLE
Compare apples to apples
normalize what you look
at
set a relevant cadence
to review changes
get the right people in
the room

agile42 | The Agile Coaching Company

www.agile42.com |

All rights reserved. Copyright ©2007-2013
From uncontrollable
cats to flocking birds...

focus on the whole
deliver as fast as possible
make progress visible
agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
Portfolio Management?
getting the right thing done at the right price

agile42 | The Agile Coaching Company

www.agile42.com |

All rights reserved. Copyright ©2007-2013
5 levels of
planning

Vision
Roadmap

agile/lean

Release
Sprint
Daily

agile42 | The Agile Coaching Company

scrum
xp

www.agile42.com |

All rights reserved. Copyright ©2007-2013
agile42 | The Agile Coaching Company

Component
Teams

Component #8

Component #7

E

Component #6

Team #6

D

Component #5

Team #5

C

Component #4

Team #4

Team #3

Team #2

B

Component #3

Component #2

Component #1

Team #1
A
F

Experience
Teams

www.agile42.com |

PMO

All rights reserved. Copyright ©2007-2013
Pilots not project managers
but leave it on
autopilot 90% of
the time
trained to get you
tracking a lot of
out of trouble
dials and data
agile42 | The Agile Coaching Company

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All rights reserved. Copyright ©2007-2013
3 simple principles to encourage
flocking without herding
focus on the
whole
deliver as fast as
possible

+ Pilots

make progress
visible

agile42 | The Agile Coaching Company

www.agile42.com |

All rights reserved. Copyright ©2007-2013
compliance

international

B2B

MBA English IPO

agile husband start-up technology
newly-minted Canadian

executive leanstartup outsourcing father

enterprise transitions
B2C data analysis kanban

seismology PhD

scrum
organizational excellence

Dave Sharrock
dave.sharrock@agile42.com
twitter: @davesharrock
Certified Scrum Coach (CSC)
Certified Scrum Trainer™ (CST)
agile42 | We advise, train and coach companies building software

www.agile42.com |

All rights reserved. Copyright © 2007 - 2009.
thank you
dave.sharrock@agile42.com
@davesharrock
agile42 | The Agile Coaching Company

www.agile42.com |

All rights reserved. Copyright ©2007-2013

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Herding cats or flocking birds - agile portfolio management

  • 1. Cat Herding, or the art of agile portfolio management Dave Sharrock agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 2. Characteristics of High Performing Teams Attributes of a highperforming team agile42 | The Agile Coaching Company Killers of a highperforming team www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 3. agile teams and small organizations get things done by creating an environment where good practices are easy to do agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 4. small, dedicated cross-functional teams agile42 | The Agile Coaching Company communication www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 5. small, dedicated cross-functional teams communication product owner, ordered backlog agile42 | The Agile Coaching Company focus www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 6. http://www.scrumalliance.org/why-scrum/state-of-scrum-report 22% of teams have no product owner agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 7. small, dedicated cross-functional teams communication Product Owner, ordered backlog simple, big visible charts show progress agile42 | The Agile Coaching Company focus transparency www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 8. From scattering like cats... http://www.flickr.com/photos/dragonize/11166439273 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 9. ...to flocking like birds http://www.flickr.com/photos/popiet/4142138666 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 10. http://www.flickr.com/photos/mlevin/4488369118 Size and complexity breakdown these constraints agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 11. communication departmental silos single-points-of-failure death by committee http://www.flickr.com/photos/sebastiandooris/2449853812 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 12. communication focus distractions informal networks project inertia http://www.flickr.com/photos/onemananhisdog/5718624579 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 13. communication focus transparency mixed language local success optimization illusions of progress http://www.flickr.com/photos/wwarby/2460655511/ agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 14. Flocking birds follow simple rules that create coherent, synchronized behavior in a mass of individuals http://www.flickr.com/photos/antmoose/91814675 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 15. 3 simple principles to encourage flocking without herding http://www.flickr.com/photos/popiet/4142138666 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 16. 1. FOCUS ON THE WHOLE Have a shared understanding of success shared KPIs, metrics, goals http://www.flickr.com/photos/idovermani/4242513383 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 17. ? 12 + a +vii + β = 12 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 18. 1. FOCUS ON THE WHOLE Have a shared understanding of success shared KPIs, metrics, goals get out of the way doers talk with doers http://www.flickr.com/photos/idovermani/4242513383 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 19. 1. FOCUS ON THE WHOLE Have a shared understanding of success shared KPIs, metrics, goals get out of the way doers talk with doers cascade priorities down from the top http://www.flickr.com/photos/idovermani/4242513383 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 20. the customer experience #1 Priority #2 experience #2 Priority #1 component #3 component #1 component #2 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 21. 2. DELIVER AS FAST AS POSSIBLE Shorten feedback cycles automation agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 22. 2. DELIVER AS FAST AS POSSIBLE Shorten feedback cycles automation integrate much more often agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 23. 2. DELIVER AS FAST AS POSSIBLE Shorten feedback cycles automation integrate much more often make many more small changes agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 24. 3. MAKE PROGRESS VISIBLE Compare apples to apples normalize what you look at agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 25. Requirements hierarchy release = ∑ features feature = ∑ epics epic = ∑ stories story = ∑ tasks agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 26. Terminology, really? http://www.flickr.com/photos/photon_de/2700323949 agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 27. 3. MAKE PROGRESS VISIBLE Compare apples to apples normalize what you look at set a relevant cadence to review changes agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 28. TO DO DOING DONE cts ifa art Swim lanes agile42 | The Agile Coaching Company set an appropriate cadence www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 29. 3. MAKE PROGRESS VISIBLE Compare apples to apples normalize what you look at set a relevant cadence to review changes get the right people in the room agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 30. From uncontrollable cats to flocking birds... focus on the whole deliver as fast as possible make progress visible agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 31. Portfolio Management? getting the right thing done at the right price agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 32. 5 levels of planning Vision Roadmap agile/lean Release Sprint Daily agile42 | The Agile Coaching Company scrum xp www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 33. agile42 | The Agile Coaching Company Component Teams Component #8 Component #7 E Component #6 Team #6 D Component #5 Team #5 C Component #4 Team #4 Team #3 Team #2 B Component #3 Component #2 Component #1 Team #1 A F Experience Teams www.agile42.com | PMO All rights reserved. Copyright ©2007-2013
  • 34. Pilots not project managers but leave it on autopilot 90% of the time trained to get you tracking a lot of out of trouble dials and data agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 35. 3 simple principles to encourage flocking without herding focus on the whole deliver as fast as possible + Pilots make progress visible agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013
  • 36. compliance international B2B MBA English IPO agile husband start-up technology newly-minted Canadian executive leanstartup outsourcing father enterprise transitions B2C data analysis kanban seismology PhD scrum organizational excellence Dave Sharrock dave.sharrock@agile42.com twitter: @davesharrock Certified Scrum Coach (CSC) Certified Scrum Trainer™ (CST) agile42 | We advise, train and coach companies building software www.agile42.com | All rights reserved. Copyright © 2007 - 2009.
  • 37. thank you dave.sharrock@agile42.com @davesharrock agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright ©2007-2013