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SCALING SCRUM STEP BY STEP:
   “THE MEGA FRAMEWORK”



                         Rafael Maranzato, MSc
                          Marden Neubert, MSc
                           Paula Herculano, MSc
   Universo Online S.A – http://www.uol.com.br
                          UOL R&D Department
                                São Paulo, Brazil
Background
• UOL R&D department develops products and
  services for Brazilian Internet users
  – Before 2006: used a RUP-based development
    process with teams organized per function
  – 2007: some teams were organized per product,
    with different functions in each team
  – 2008: started using Scrum
  – 2010: started scaling Scrum
My experience with Scrum
• First ScrumMaster in the company

• Helped other teams to use Scrum

• Gave introductory training in the company

• Became Product Owner after one year

• Started scaling Scrum in a live system
Case study: leading online payment
system

• Tried to use Scrum for more than one year,
  and failed (previous paper at SPLASH’11)

• Returned to Scrum and scaled it using “The
  Mega Framework”
The Mega Framework
• Additional layer to Scrum framework


                     Sprint Planning                                             Sprint Planning



    Update Product                     Daily Scrum &            Update Product                     Daily Scrum &
       Backlog                             Work                    Backlog                             Work

                Scrum                                                       Scrum
              Framework                                ......       Sprint
                                                                          Framework
                                                                                                     Product
        Sprint                           Product
     Rerospective                       Increment               Retrospective                       Increment



                     Sprint Review                                               Sprint Review
The Mega Framework
• Set of practices and meetings
• It provides synchronization in all levels


                      Teams




     Stakeholders                 Management
The Mega Framework
• Motivated by a huge backlog
  – One Scrum team was not enough


• Growing revenues and competitive product
The Mega Framework
• Challenge: how to synchronize and scale
  Scrum with multiple teams keeping agility
  – Created an additional framework above the
    Scrum framework


• Started with 2 teams in 2010 and now we
  have 10 teams (7 published in the paper)
jan/08

mar/08

mai/08

 jul/08

set/08

nov/08

jan/09

mar/09

mai/09

 jul/09

set/09

nov/09

jan/10

mar/10

mai/10
                                                                                                                        Team evolution




 jul/10

          Phoenix
set/10

nov/10

jan/11

mar/11

mai/11

 jul/11
                    Tucson




set/11

nov/11
                             Salvador
                                        Istambul




jan/12
                    Hanoi




mar/12
                                                   Curitiba




mai/12
                                                              Galápagos
                                                                          Monte Azul




 jul/12
                                                                                                               Tucson

                                                                                                    Bruxelas

                                                                                       Manchester




set/12
The Mega Framework
            1.   Feature teams
            2.   Mega Backlog
            3.   Grow, then split
            4.   Hiring and ramp up

Strategy    5.
            6.
            7.
                 Sprint length
                 Teams per release
                 Values instead of rules
            8.   Development environment
            9.   Continuous improvement

            1.   Mega Planning
            2.   Mega Stand-up
            3.   Mega Retrospective
            4.   Sprint Reviews

Framework   5.
            6.
                 Weekly Pre-Planning
                 Weekly Product Owner and ScrumMaster
                 meeting
            7.   Regular Mega meetings with business area
            8.   Knowledge sharing
Strategy
1. Feature teams
2. Mega Backlog
3. Grow, then split
4. Hiring and ramp up
5. Sprint length
6. Teams per release
7. Values instead of rules
8. Development environment
9. Continuous improvement
1) Feature teams
• Teams focused on features instead of
  software components

• Multiple teams, but one big team

• Scalability, refactoring and other engineering
  practices are solved by feature teams
2) Mega Backlog
• High-level features

• Prioritization of feature teams
  – New teams
  – Change focus of existing teams
3) Grow, then split
• Add people to existing teams before creating
  new ones

• Knowledge in the product is shared

• Motivational factor   opportunities
4) Hiring and ramp up
• Strict hiring process

• Written test and interviews

• Skills instead of technologies

• After hired, evaluated by the team
5) Sprint length
• 3-week length     4-week length

• It is better to synchronize agendas

• Timeline will be shown at the end
6) Teams per release
• Releases every
  week
  – Merge code too

• Each feature
  team releases
  once a month

• Group related
  teams to release
  together
7) Values instead of rules
• Agile development is not a set of rules   it is
  based on values
  – Commitment, transparency and teamwork are
    more important than the process


• Communication is a key factor to synchronize
  multiple teams
8) Development environment
• Each feature team has its development
  environment

• They share just one pre-production
  environment
9) Continuous improvement
• We know it is a key factor to move on

• Team members contribute to improve the
  process

• Everything can be improved!
Framework
1. Mega Planning
2. Mega Stand-up
3. Mega Retrospective
4. Sprint Reviews
5. Weekly Pre-Planning
6. Weekly Product Owner and
   ScrumMaster meeting
7. Regular Mega meetings with business
   area
8. Knowledge sharing
1) Mega Planning
• Occurs after Sprint Plannings of teams in the
  same release

• ScrumMasters and one tech leader of each
  feature team
  – in the beginning, everybody was invited

• We continue to improve this very important
  meeting
2) Mega Stand-up
• In the middle of the Sprint, with all the team
  members of the release

• The goal of this meeting is just to synchronize
  the teams
3) Mega Retrospective
• Every six months

• Captures global impediments that can be
  hidden in local retrospectives
4) Sprint Reviews
• Uses the pattern of single Scrum teams

• Besides the team and stakeholders, we invite
  one member of each feature team

• We don’t have a Mega Review
5) Weekly Pre-Planning
• Attendance is Product Owners and
  stakeholders

• Product Owners show the prioritized backlog

• Two days before each Sprint Planning
6) Weekly Product Owner and
ScrumMaster meeting
• Agenda: impediments, main features
  planned, changes, pending issues, corporate
  policies and decisions

• High level of synchronization

• One of the most important meetings of this
  framework
7) Regular Mega meetings with
business area

• At the beginning, it was more often
  – Nowadays, just once a month

• Agenda: pending issues, problems and new
  opportunities to the product

• Synchronization among Product Owners,
  stakeholders and management
8) Knowledge sharing
• Every week

• Team members are responsible for the
  agenda

• Encouraged by Product Owners and
  ScrumMasters
Before timeline
• 7 teams

• Group related teams per release
  – Release I: Team A & B
  – Release II: Team C
  – Release III: Team D & E & F
  – Release IV: Team G
The Mega Framework: Timeline
Week   Monday       Tuesday         Wednesday      Thursday          Friday
       Planning A   Mega Planning                   Release C         Retrospective
 1     Planning B   A&B                             Pre-Planning C    C
                    Review C                        Weekly PO/SM     Knowledge Sharing
       Planning C   Review D        Mega Stand-up Release D & E & F Retrospective
 2                  Review E        A&B           Pre-PlanningD&E&F D & E & F
                    Review F                      Weekly PO/SM Knowledge Sharing
       Planning D   Mega Planning                 Release G           Retrospective
 3     Planning E   D&E&F                         Pre-Planning G      G
       Planning F   Review G                      Weekly PO/SM       Knowledge Sharing
       Planning G                   Mega Stand-up Release A & B       Retrospective
 4                                  D&E&F         Pre-PlanningA&B     A&B
                    Review A & B                  Weekly PO/SM       Knowledge Sharing
       Planning A
 5     Planning B
Where we are right now

• 10 feature teams

• Adapting Mega meetings

• Planning to have more teams in 2012 and 2013
  – And studying how to customize the framework to fit
    it in the timeline
Challenges and problems

• Rollbacks and mistakes from one release
  affect the calendar and releases of others

• How to deal with more than one release per
  week
  – What is the limit of that timeline?
  – Of course, we will learn and adapt
Conclusion
• We presented a framework to scale Scrum
  – Strategy
  – Framework itself


• Synchronization in all levels

• There is always room for improvement
QUESTIONS?
rmaranzato@uolinc.com
THANK YOU!
     OBRIGADO!
rmaranzato@uolinc.com

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Scaling scrum-mega-framework

  • 1. SCALING SCRUM STEP BY STEP: “THE MEGA FRAMEWORK” Rafael Maranzato, MSc Marden Neubert, MSc Paula Herculano, MSc Universo Online S.A – http://www.uol.com.br UOL R&D Department São Paulo, Brazil
  • 2. Background • UOL R&D department develops products and services for Brazilian Internet users – Before 2006: used a RUP-based development process with teams organized per function – 2007: some teams were organized per product, with different functions in each team – 2008: started using Scrum – 2010: started scaling Scrum
  • 3. My experience with Scrum • First ScrumMaster in the company • Helped other teams to use Scrum • Gave introductory training in the company • Became Product Owner after one year • Started scaling Scrum in a live system
  • 4. Case study: leading online payment system • Tried to use Scrum for more than one year, and failed (previous paper at SPLASH’11) • Returned to Scrum and scaled it using “The Mega Framework”
  • 5. The Mega Framework • Additional layer to Scrum framework Sprint Planning Sprint Planning Update Product Daily Scrum & Update Product Daily Scrum & Backlog Work Backlog Work Scrum Scrum Framework ...... Sprint Framework Product Sprint Product Rerospective Increment Retrospective Increment Sprint Review Sprint Review
  • 6. The Mega Framework • Set of practices and meetings • It provides synchronization in all levels Teams Stakeholders Management
  • 7. The Mega Framework • Motivated by a huge backlog – One Scrum team was not enough • Growing revenues and competitive product
  • 8. The Mega Framework • Challenge: how to synchronize and scale Scrum with multiple teams keeping agility – Created an additional framework above the Scrum framework • Started with 2 teams in 2010 and now we have 10 teams (7 published in the paper)
  • 9. jan/08 mar/08 mai/08 jul/08 set/08 nov/08 jan/09 mar/09 mai/09 jul/09 set/09 nov/09 jan/10 mar/10 mai/10 Team evolution jul/10 Phoenix set/10 nov/10 jan/11 mar/11 mai/11 jul/11 Tucson set/11 nov/11 Salvador Istambul jan/12 Hanoi mar/12 Curitiba mai/12 Galápagos Monte Azul jul/12 Tucson Bruxelas Manchester set/12
  • 10. The Mega Framework 1. Feature teams 2. Mega Backlog 3. Grow, then split 4. Hiring and ramp up Strategy 5. 6. 7. Sprint length Teams per release Values instead of rules 8. Development environment 9. Continuous improvement 1. Mega Planning 2. Mega Stand-up 3. Mega Retrospective 4. Sprint Reviews Framework 5. 6. Weekly Pre-Planning Weekly Product Owner and ScrumMaster meeting 7. Regular Mega meetings with business area 8. Knowledge sharing
  • 11. Strategy 1. Feature teams 2. Mega Backlog 3. Grow, then split 4. Hiring and ramp up 5. Sprint length 6. Teams per release 7. Values instead of rules 8. Development environment 9. Continuous improvement
  • 12. 1) Feature teams • Teams focused on features instead of software components • Multiple teams, but one big team • Scalability, refactoring and other engineering practices are solved by feature teams
  • 13. 2) Mega Backlog • High-level features • Prioritization of feature teams – New teams – Change focus of existing teams
  • 14. 3) Grow, then split • Add people to existing teams before creating new ones • Knowledge in the product is shared • Motivational factor opportunities
  • 15. 4) Hiring and ramp up • Strict hiring process • Written test and interviews • Skills instead of technologies • After hired, evaluated by the team
  • 16. 5) Sprint length • 3-week length 4-week length • It is better to synchronize agendas • Timeline will be shown at the end
  • 17. 6) Teams per release • Releases every week – Merge code too • Each feature team releases once a month • Group related teams to release together
  • 18. 7) Values instead of rules • Agile development is not a set of rules it is based on values – Commitment, transparency and teamwork are more important than the process • Communication is a key factor to synchronize multiple teams
  • 19. 8) Development environment • Each feature team has its development environment • They share just one pre-production environment
  • 20. 9) Continuous improvement • We know it is a key factor to move on • Team members contribute to improve the process • Everything can be improved!
  • 21. Framework 1. Mega Planning 2. Mega Stand-up 3. Mega Retrospective 4. Sprint Reviews 5. Weekly Pre-Planning 6. Weekly Product Owner and ScrumMaster meeting 7. Regular Mega meetings with business area 8. Knowledge sharing
  • 22. 1) Mega Planning • Occurs after Sprint Plannings of teams in the same release • ScrumMasters and one tech leader of each feature team – in the beginning, everybody was invited • We continue to improve this very important meeting
  • 23. 2) Mega Stand-up • In the middle of the Sprint, with all the team members of the release • The goal of this meeting is just to synchronize the teams
  • 24. 3) Mega Retrospective • Every six months • Captures global impediments that can be hidden in local retrospectives
  • 25. 4) Sprint Reviews • Uses the pattern of single Scrum teams • Besides the team and stakeholders, we invite one member of each feature team • We don’t have a Mega Review
  • 26. 5) Weekly Pre-Planning • Attendance is Product Owners and stakeholders • Product Owners show the prioritized backlog • Two days before each Sprint Planning
  • 27. 6) Weekly Product Owner and ScrumMaster meeting • Agenda: impediments, main features planned, changes, pending issues, corporate policies and decisions • High level of synchronization • One of the most important meetings of this framework
  • 28. 7) Regular Mega meetings with business area • At the beginning, it was more often – Nowadays, just once a month • Agenda: pending issues, problems and new opportunities to the product • Synchronization among Product Owners, stakeholders and management
  • 29. 8) Knowledge sharing • Every week • Team members are responsible for the agenda • Encouraged by Product Owners and ScrumMasters
  • 30. Before timeline • 7 teams • Group related teams per release – Release I: Team A & B – Release II: Team C – Release III: Team D & E & F – Release IV: Team G
  • 31. The Mega Framework: Timeline Week Monday Tuesday Wednesday Thursday Friday Planning A Mega Planning Release C Retrospective 1 Planning B A&B Pre-Planning C C Review C Weekly PO/SM Knowledge Sharing Planning C Review D Mega Stand-up Release D & E & F Retrospective 2 Review E A&B Pre-PlanningD&E&F D & E & F Review F Weekly PO/SM Knowledge Sharing Planning D Mega Planning Release G Retrospective 3 Planning E D&E&F Pre-Planning G G Planning F Review G Weekly PO/SM Knowledge Sharing Planning G Mega Stand-up Release A & B Retrospective 4 D&E&F Pre-PlanningA&B A&B Review A & B Weekly PO/SM Knowledge Sharing Planning A 5 Planning B
  • 32. Where we are right now • 10 feature teams • Adapting Mega meetings • Planning to have more teams in 2012 and 2013 – And studying how to customize the framework to fit it in the timeline
  • 33. Challenges and problems • Rollbacks and mistakes from one release affect the calendar and releases of others • How to deal with more than one release per week – What is the limit of that timeline? – Of course, we will learn and adapt
  • 34. Conclusion • We presented a framework to scale Scrum – Strategy – Framework itself • Synchronization in all levels • There is always room for improvement
  • 36. THANK YOU! OBRIGADO! rmaranzato@uolinc.com