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Overcoming Some Pitfalls of
                     Transitioning to Agile
                                                Johanna Rothman
New: Manage Your Project Portfolio: Increase Your Capacity and Finish More
                                                                    Projects
                                              @johannarothman
                                             www.jrothman.com
                                               +1-781-641-4046
Quick Look at All Lifecycles




  Copyright	
  2007	
  Johanna	
  Rothman,	
  from	
  Manage	
  it!	
  Your	
  Guide	
  to	
  Modern,	
  Pragma3c	
  Project	
  management

                                                                       2                                                                     © 2011 Johanna Rothman
Why Bother?
You weren’t being successful enough
  You gave the customers what they asked for, but not
  what they wanted
  Reacting to requirements changes was difficult
  You wanted more predictability from your projects




                           3                 © 2011 Johanna Rothman
External Pitfalls
1. Interruptions

2. When will the project be done???

3. Overtime

4. Geographically distributed project

5. We need everything

6. Your product owner refuses to acknowledge technical debt or
  defects

7. We have more than one product owner

                                      4                © 2011 Johanna Rothman
Schedule Games




       5         © 2011 Johanna Rothman
Eliminate Multitasking
Managers must manage the project portfolio

Decide in advance what to do about previously released products and their support

Strategies:

   Everyone on one team commits to just one project in an iteration. Do you need
   multiple teams for multiple projects?

   Sometimes you ask people to commit to a support team for one iteration

   Shorten the iterations

   Add cards to the backlog that say “support” as part of your estimates and what you
   can commit to in an iteration

   Manage the project portfolio

                                           6                        © 2011 Johanna Rothman
Predicting an End Date with No Data

 Your management wants to know “When will the project
 be done? Quick, we need to tell V-I-C”
 Strategies
   Explain that you will work in timeboxes, finishing work
   until they don’t want to spend more money
   Wideband Delphi for gross estimation for the backlog
   Date for a date
                            7                  © 2011 Johanna Rothman
We Must Have Overtime
What happened to sustainable pace?

Strategies:

   Shorten the timebox

   Ask what success means for this project

   Define project release criteria

   Make sure you have a cross-functional team working towards release-able product

       Make sure you have enough of the right people

       Know what “done” means

   Consider short timeboxes with overtime followed by a timebox with no overtime

   Measure velocity
                                         8                         © 2011 Johanna Rothman
A Hamstrung Geographically
            Distributed Project
Distributed project without:

   Cross-functional teams in each location who can work independently

   Ranked requirements

   Synchronized timeboxes (everyone’s timebox ends/starts at the same time)

   Insufficient trust among project teams

Strategies:

   Only accept cross-functional teams who can get to done in each location

   Have a single product owner who ranks the product backlog and each team’s backlog

   Synchronize the timeboxes

   Get people together to build relationships and trust


                                             9                           © 2011 Johanna Rothman
I Won’t Rank the Requirements
What’s wrong with High/Medium/Low?

Strategies

  Rank just enough for one iteration

     Help the product owner rank the backlog before the next
     iteration

  Get a new product owner

  Don’t work on the project until the requirements are ranked

  The project team ranks the requirements

                               10                    © 2011 Johanna Rothman
Technical Debt Is Your Problem
Product owner has trouble recognizing that technical debt or defects
need to be addressed with features

Strategies

  Explain the cost of each feature without addressing technical debt
  and with addressing technical debt

  Create three backlogs for transparency: features, technical debt,
  defects. Rank each then choose from each for each sprint

  Don’t create more technical debt (Broken Window pattern)

                                 11                     © 2011 Johanna Rothman
We Have More Than One Product
          Owner
You need product managers and they all want a say in what a team
does in one iteration

Strategies

  Product owner meets with product managers in advance of the
  iteration to negotiate ranking the product backlog

  They choose one person to deal with the technical team

  Always look for the most business value



                                12                     © 2011 Johanna Rothman
Team-Created Pitfalls
1. Someone wants to expand the timebox
2. Not integrating testing (or documentation or whatever)
  inside the timebox
3. The project team doesn’t finish what they committed to
4. Changing requirements inside a timebox
5. Your standup meetings are sitdown-and-forever meetings
6. The team finishes stories very late in the iteration
                              13                  © 2011 Johanna Rothman
“Let’s Expand the Timebox”
Problems with timebox expansion

   “Crossing the Desert” syndrome

   No feedback about why they want to expand the timebox

   You can’t measure velocity

Strategies:

   Never extend a timebox while you are in it.

   If the team’s estimates are a problem, reduce the timebox for the next iteration.
   Loop until the team’s estimates are close.

   Never allow other people to insert more items into the sprint’s backlog

   Look for “overhead”, things that prevent people from working at full capacity
                                         14                           © 2011 Johanna Rothman
“Done” is Not Team-Based
“It works on my machine” or “The code compiles” or “The development is done” or
“I’m done”

Testing, documentation, whatever else is left out in the cold

Remember, the goal is release-able product

Strategies:

   Work with the team to define: What does “done” mean? Make sure they understand
   the product is supposed to be release-able

   Integrate the testers and writers into the team

   Don’t count anything that’s not done-done-done as part of the velocity



                                          15                        © 2011 Johanna Rothman
Fear of Commitment
The team doesn’t commit to the contents of an iteration

Strategies:

   Make sure features (user stories) are on the backlog, not tasks

   Reduce the size of each user story so it’s easier to estimate

   Never allow any single person to commit to anything on behalf of the team

   Ask the 3 questions at each standup (I use “what have you completed” as the first question)

   Reduce the size of the timebox

   Know what done means for each feature

   Consider moving to TDD

   Never allow a specialist to work alone on anything he or she knows


                                             16                          © 2011 Johanna Rothman
We Gotta Have It;
              We’re Toast Without It
A well-meaning person (sometimes a technical team member, sometimes a
Product Owner) has a great idea that he wants in this iteration.Your
customer will be devastated without this item in this iteration’s backlog.

Strategies:

   Say No and reorder the entire product backlog if necessary

   Consider stopping the iteration and restarting it

   Shorten the iteration so people have more flexibility with the product
   backlog


                                    17                       © 2011 Johanna Rothman
Our Standup Meetings Are
               Sit-Down-and-Forever
Your standup meetings have problems:

    Don’t occur at the same time every day

    People sit down and the meeting takes longer than 15 minutes

    No one makes a velocity chart at the meeting

    People don’t complete items often

    People use the meeting to solve problems

Strategies

    Ask people to answer only these three questions. No other questions or answers in the meeting

        What did I complete since the last standup?

        What am I planning to do today?

        What obstacles do you have?

    At a retrospective, discuss your problems. Then define the problems so you can address them.

                                                      18                                 © 2011 Johanna Rothman
Stories Complete Late in the
               Iteration
The team commits to too much

Implements by architecture

Stories are too large

Strategies

  Implement by feature

  Make stories smaller

  Rethink estimation



                               19   © 2011 Johanna Rothman
Other Common Pitfalls
1. No one facilitates a retrospective to learn and adapt
2. The PM acts as Product Owner, Scrum Master, and line
  manager




                              20                  © 2011 Johanna Rothman
We Don’t Need Retrospectives
Some people know about lessons learned meetings which can turn into a
blamefest. Why would you or the team want a retrospective?

Strategies:

   Get a copy of Derby and Larsen’s Agile Retrospectives book and plan to
   facilitate a two-hour end-of-iteration retrospective

   Explain that agile is about “inspect and adapt” and that’s what the team
   needs to do for the project so you can all make forward progress

   Rotate retrospective facilitation among team members


                                    21                       © 2011 Johanna Rothman
You Have Too Many Hats
I know some “Scrum Masters” who are also supposed to be line
managers, Product Owners, and run a support team in their spare
time.

Strategies:

  Explain what each role is supposed to do

  Choose one role. Remember, tactical work always wins

  Take a look at: Functional Managers Acting as Scrum Masters: Not a
  Good Idea

                               22                     © 2011 Johanna Rothman
Look for Obstacles
Obstacles such as “overhead” are pitfalls
Listen for pitfalls:
  We can’t do this because…
  If we could just…
Once you’ve found them, address them!
  Remember: inspect and adapt


                           23               © 2011 Johanna Rothman
There’s More...
on http://www.jrothman.com
If you’d like me to stay in touch with you, please sign up
online or fill out a yellow form or give me a business card
Manage It!:Your Guide to Modern, Pragmatic Project
Management
Manage Your Project Portfolio: Increase Your Capacity and
Finish More Projects

                             24                   © 2011 Johanna Rothman

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Overcoming Some Pitfalls of Transitioning to Agile

  • 1. Overcoming Some Pitfalls of Transitioning to Agile Johanna Rothman New: Manage Your Project Portfolio: Increase Your Capacity and Finish More Projects @johannarothman www.jrothman.com +1-781-641-4046
  • 2. Quick Look at All Lifecycles Copyright  2007  Johanna  Rothman,  from  Manage  it!  Your  Guide  to  Modern,  Pragma3c  Project  management 2 © 2011 Johanna Rothman
  • 3. Why Bother? You weren’t being successful enough You gave the customers what they asked for, but not what they wanted Reacting to requirements changes was difficult You wanted more predictability from your projects 3 © 2011 Johanna Rothman
  • 4. External Pitfalls 1. Interruptions 2. When will the project be done??? 3. Overtime 4. Geographically distributed project 5. We need everything 6. Your product owner refuses to acknowledge technical debt or defects 7. We have more than one product owner 4 © 2011 Johanna Rothman
  • 5. Schedule Games 5 © 2011 Johanna Rothman
  • 6. Eliminate Multitasking Managers must manage the project portfolio Decide in advance what to do about previously released products and their support Strategies: Everyone on one team commits to just one project in an iteration. Do you need multiple teams for multiple projects? Sometimes you ask people to commit to a support team for one iteration Shorten the iterations Add cards to the backlog that say “support” as part of your estimates and what you can commit to in an iteration Manage the project portfolio 6 © 2011 Johanna Rothman
  • 7. Predicting an End Date with No Data Your management wants to know “When will the project be done? Quick, we need to tell V-I-C” Strategies Explain that you will work in timeboxes, finishing work until they don’t want to spend more money Wideband Delphi for gross estimation for the backlog Date for a date 7 © 2011 Johanna Rothman
  • 8. We Must Have Overtime What happened to sustainable pace? Strategies: Shorten the timebox Ask what success means for this project Define project release criteria Make sure you have a cross-functional team working towards release-able product Make sure you have enough of the right people Know what “done” means Consider short timeboxes with overtime followed by a timebox with no overtime Measure velocity 8 © 2011 Johanna Rothman
  • 9. A Hamstrung Geographically Distributed Project Distributed project without: Cross-functional teams in each location who can work independently Ranked requirements Synchronized timeboxes (everyone’s timebox ends/starts at the same time) Insufficient trust among project teams Strategies: Only accept cross-functional teams who can get to done in each location Have a single product owner who ranks the product backlog and each team’s backlog Synchronize the timeboxes Get people together to build relationships and trust 9 © 2011 Johanna Rothman
  • 10. I Won’t Rank the Requirements What’s wrong with High/Medium/Low? Strategies Rank just enough for one iteration Help the product owner rank the backlog before the next iteration Get a new product owner Don’t work on the project until the requirements are ranked The project team ranks the requirements 10 © 2011 Johanna Rothman
  • 11. Technical Debt Is Your Problem Product owner has trouble recognizing that technical debt or defects need to be addressed with features Strategies Explain the cost of each feature without addressing technical debt and with addressing technical debt Create three backlogs for transparency: features, technical debt, defects. Rank each then choose from each for each sprint Don’t create more technical debt (Broken Window pattern) 11 © 2011 Johanna Rothman
  • 12. We Have More Than One Product Owner You need product managers and they all want a say in what a team does in one iteration Strategies Product owner meets with product managers in advance of the iteration to negotiate ranking the product backlog They choose one person to deal with the technical team Always look for the most business value 12 © 2011 Johanna Rothman
  • 13. Team-Created Pitfalls 1. Someone wants to expand the timebox 2. Not integrating testing (or documentation or whatever) inside the timebox 3. The project team doesn’t finish what they committed to 4. Changing requirements inside a timebox 5. Your standup meetings are sitdown-and-forever meetings 6. The team finishes stories very late in the iteration 13 © 2011 Johanna Rothman
  • 14. “Let’s Expand the Timebox” Problems with timebox expansion “Crossing the Desert” syndrome No feedback about why they want to expand the timebox You can’t measure velocity Strategies: Never extend a timebox while you are in it. If the team’s estimates are a problem, reduce the timebox for the next iteration. Loop until the team’s estimates are close. Never allow other people to insert more items into the sprint’s backlog Look for “overhead”, things that prevent people from working at full capacity 14 © 2011 Johanna Rothman
  • 15. “Done” is Not Team-Based “It works on my machine” or “The code compiles” or “The development is done” or “I’m done” Testing, documentation, whatever else is left out in the cold Remember, the goal is release-able product Strategies: Work with the team to define: What does “done” mean? Make sure they understand the product is supposed to be release-able Integrate the testers and writers into the team Don’t count anything that’s not done-done-done as part of the velocity 15 © 2011 Johanna Rothman
  • 16. Fear of Commitment The team doesn’t commit to the contents of an iteration Strategies: Make sure features (user stories) are on the backlog, not tasks Reduce the size of each user story so it’s easier to estimate Never allow any single person to commit to anything on behalf of the team Ask the 3 questions at each standup (I use “what have you completed” as the first question) Reduce the size of the timebox Know what done means for each feature Consider moving to TDD Never allow a specialist to work alone on anything he or she knows 16 © 2011 Johanna Rothman
  • 17. We Gotta Have It; We’re Toast Without It A well-meaning person (sometimes a technical team member, sometimes a Product Owner) has a great idea that he wants in this iteration.Your customer will be devastated without this item in this iteration’s backlog. Strategies: Say No and reorder the entire product backlog if necessary Consider stopping the iteration and restarting it Shorten the iteration so people have more flexibility with the product backlog 17 © 2011 Johanna Rothman
  • 18. Our Standup Meetings Are Sit-Down-and-Forever Your standup meetings have problems: Don’t occur at the same time every day People sit down and the meeting takes longer than 15 minutes No one makes a velocity chart at the meeting People don’t complete items often People use the meeting to solve problems Strategies Ask people to answer only these three questions. No other questions or answers in the meeting What did I complete since the last standup? What am I planning to do today? What obstacles do you have? At a retrospective, discuss your problems. Then define the problems so you can address them. 18 © 2011 Johanna Rothman
  • 19. Stories Complete Late in the Iteration The team commits to too much Implements by architecture Stories are too large Strategies Implement by feature Make stories smaller Rethink estimation 19 © 2011 Johanna Rothman
  • 20. Other Common Pitfalls 1. No one facilitates a retrospective to learn and adapt 2. The PM acts as Product Owner, Scrum Master, and line manager 20 © 2011 Johanna Rothman
  • 21. We Don’t Need Retrospectives Some people know about lessons learned meetings which can turn into a blamefest. Why would you or the team want a retrospective? Strategies: Get a copy of Derby and Larsen’s Agile Retrospectives book and plan to facilitate a two-hour end-of-iteration retrospective Explain that agile is about “inspect and adapt” and that’s what the team needs to do for the project so you can all make forward progress Rotate retrospective facilitation among team members 21 © 2011 Johanna Rothman
  • 22. You Have Too Many Hats I know some “Scrum Masters” who are also supposed to be line managers, Product Owners, and run a support team in their spare time. Strategies: Explain what each role is supposed to do Choose one role. Remember, tactical work always wins Take a look at: Functional Managers Acting as Scrum Masters: Not a Good Idea 22 © 2011 Johanna Rothman
  • 23. Look for Obstacles Obstacles such as “overhead” are pitfalls Listen for pitfalls: We can’t do this because… If we could just… Once you’ve found them, address them! Remember: inspect and adapt 23 © 2011 Johanna Rothman
  • 24. There’s More... on http://www.jrothman.com If you’d like me to stay in touch with you, please sign up online or fill out a yellow form or give me a business card Manage It!:Your Guide to Modern, Pragmatic Project Management Manage Your Project Portfolio: Increase Your Capacity and Finish More Projects 24 © 2011 Johanna Rothman