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Alexey Krivitsky                   @alexeykri
                  SCRUMguides        krivitsky@scrumguides.com




                     metaphors, advices and ideas on
                   developing offshore software teams.


agileee edition                          www.scrumoffshore.net
I am from Ukraine.
“Ukraine is a developing country”.
Ukraine
is a software developing country.
Few weeks back I visited Berlin
- A SYMBOLIC PLACE OF FREEDOM.
When we’re talking about offshoring
- THE WALL IS THERE.
DISCLAIMER
 THINGS IN THIS PRESENTATION MAY
     APPEAR OBVIOUS TO YOU.
       EVEN QUITE OBVIOUS.
STILL, I KEEP OBSERVING OFFSHORE
TEAMS AND PROJECTS THAT SUFFER
    FROM OBVIOUS DISASTERS.
       WITH OBVIOUS CAUSES.
BUT, ‘OBVIOUS’ DOESN’T NATURALY
        MEAN ‘CONSIOUS’.
MY GOAL IS TO HELP MAKE OBVIOUS
      THINGS CONSIOUS.
THE BRICKS IN THE WALL
¡ Cultural differences
¡ T ime zone shifts
THE BRICKS IN THE WALL
¡ Cultural differences
¡ T ime zone shifts
¡ Invalid assumptions
 e.g.: you can start with 50 people hired altogether
 e.g.: offshore team will be implementing designs defined onshore

¡ Wrong expectations
 e.g.: offshore teams will quickly outperform onshore
 e.g.: onshore process will not change
subcontracting                    TERMINOLOGY
             client-customer rel.


                       distributed development
outsourcing                                 all teams have
       transfer of work                     equal level of
       to an external contractor            authority



offshoring
       to another country            team extension
                                      employees of another
                                      company are integrated
nearshoring                           into onshore team
       to a neighboring country
Offshoring involves shifting work
to a foreign, distant organization in
order to reduce production costs.

                  wikipedia.org/wiki/Nearshoring
MAIN DRIVERS OF OFFSHORING


1.  Minimize operational expenses
    – do cheaper

2.  Satisfy hiring needs
    – insource skills

3.    Avoid legal issues of lay-offs
      – less headache
COST OPTIMIZATION STRATEGIES
SHORT-TERM            LONG-TERM
¡ cut expenses       ¡ invest in growth
¡ do more            ¡ do better
   with less staff       with more skilled staff
¡ maximize savings   ¡ minimize turnover
¡ build repeatable   ¡ teach, delegate
   process               and mentor
BUT SOFTWARE DEVELOPERS …


¡ don’t know how to express themselves


¡ don’t know how to take responsibility


¡ are willing to take all the risks


                                  … ARE LIKE KIDS
KIDS AT WORK
DIFFERENT STRATEGIES
  YOUR FRIENDS’ CHILDREN              YOUR CHILDREN

¡  you want to make sure            ¡  you want to make them
    they do no harm                      grow into good people

¡  turnover not controllable        ¡  zero turnover

¡  someone will take care of them   ¡  you’re responsible for your kids

¡  don’t listen to you              ¡  will support you
    and don’t care                       when you’re retired
RESPONSIBILITY PROCESS
(responsibility is a process)

  ¡ Responsibility
  ¡ Quit
  ¡ Obligation
  ¡ Shame
  ¡ Justify
  ¡ Lay blame
  ¡ Denial

    www.christopheravery.com/responsibility-process
MAIN DRIVERS OF OFFSHORING


1.  Minimize operational expenses
    – do cheaper      AS THE MAIN DRIVER
                           MIGHT LEAD TO
                           SUBOPTIMIZATIONS



2.  Satisfy hiring needs
    – insource skills
                           AS THE MAIN DRIVER
                           SHOULD LEAD TO
                           RESPECT AND GROWTH
TAKE-AWAYS OF PART ONE

“developers are like kids”


“not caring about children is irresponsible


“cost optimization as the main driver is not good”
DATING MODEL               divorce
                           or die the same day

    EVENTS
                     planning more kids
                                          long long
              owning a house
                                          married
  having the first kid
                           long
moving out                 married
             just
             married
                                           STAGES
 dating
DATING MODEL


                             long long
                             married
                   long
                   married
         just
         married
                              STAGES
dating
IMAGINE A COUPLE



dating
              with 3 kids
          just bough a house
  never lived moving out
  together
THE FOUR STAGES
of team development


1.               2.
STAFF IT UP      START IT UP
4.          3.
SCALE IT UP SPEED IT UP
THE FOUR STAGES
of team development
build as your team                  start shoreless


1.                            2.
STAFF IT UP                   START IT UP
4.          3.
SCALE IT UP SPEED IT UP
keep respecting individuals            set up flow
TAKE-AWAYS OF PART TWO

“there steps in relationship development”


“building offshore teams is like building a family”


“going to fast might lead to a collapse”
APPENDIX
(the most valuable part)
1.
build your
  team       STAFF IT UP
1.
build your
  team                  STAFF IT UP
                                advices


  don’t outsource hiring

                                      hire people you like


          first hire a leader



                                      disregard the age
           hire as a group
start
shoreless
            2.
            START IT UP
start
         shoreless
                                    2.
                                    START IT UP
  leverage past experience                                advices
        of newcomers


                             consider doing scrum
                                                        engage team in
                                                        solution design
do first sprints shoreless
                             embrace new process

 warm up with weekly                                   make a step back in
    setup sprints              attend trainings          solution design
                                  altogether

     invest in dev.                                 integrate your architect
     infrastructure
all you
need is
          3.
 flow
          SPEED IT UP
all you
         need is
                                     3.
          flow
                                     SPEED IT UP
                distribute product
                                                       advices
                    ownership

run regular grooming
       sessions                                          invest in
                                                     communication
             express equality and                     infrastructure
                     trust
                                                   organize ambassador
separate daily scrums                                    program
   from status calls
                                                  use skype group chats

                                                buy good webcams
                        shift solution design      and use them
                               offshore
keep
              4.
respecting
individuals
              SCALE IT UP
keep
                           4.
respecting
individuals
                           SCALE IT UP
                                  advices



build feature teams
                                               stay with the same
                                            offshore vendor – invest
                                                   in the team
    extend PO team to
         offshore

                                     build team pages and
           visualize high-level         portrait galleries
           management with
                kanbans
keep
                           4.
respecting
individuals
                           SCALE IT UP
                                  advices



build feature teams
                                               stay with the same
                                            offshore vendor – invest
                                                   in the team
    extend PO team to
         offshore


           visualize high-level
           management with
                kanbans
this work is not finished.
and never will be. by design.


 join www.scrumoffshore.net to help
 collaborate and elaborate these ideas.




thank you!
Alexey Krivitsky @alexeykri
www.scrumoffshore.net

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Offshore Outsourcing with Scrum

  • 1. Alexey Krivitsky @alexeykri SCRUMguides krivitsky@scrumguides.com metaphors, advices and ideas on developing offshore software teams. agileee edition www.scrumoffshore.net
  • 2. I am from Ukraine. “Ukraine is a developing country”.
  • 3. Ukraine is a software developing country.
  • 4. Few weeks back I visited Berlin - A SYMBOLIC PLACE OF FREEDOM.
  • 5. When we’re talking about offshoring - THE WALL IS THERE.
  • 6. DISCLAIMER THINGS IN THIS PRESENTATION MAY APPEAR OBVIOUS TO YOU. EVEN QUITE OBVIOUS. STILL, I KEEP OBSERVING OFFSHORE TEAMS AND PROJECTS THAT SUFFER FROM OBVIOUS DISASTERS. WITH OBVIOUS CAUSES. BUT, ‘OBVIOUS’ DOESN’T NATURALY MEAN ‘CONSIOUS’. MY GOAL IS TO HELP MAKE OBVIOUS THINGS CONSIOUS.
  • 7. THE BRICKS IN THE WALL ¡ Cultural differences ¡ T ime zone shifts
  • 8. THE BRICKS IN THE WALL ¡ Cultural differences ¡ T ime zone shifts ¡ Invalid assumptions e.g.: you can start with 50 people hired altogether e.g.: offshore team will be implementing designs defined onshore ¡ Wrong expectations e.g.: offshore teams will quickly outperform onshore e.g.: onshore process will not change
  • 9. subcontracting TERMINOLOGY client-customer rel. distributed development outsourcing all teams have transfer of work equal level of to an external contractor authority offshoring to another country team extension employees of another company are integrated nearshoring into onshore team to a neighboring country
  • 10. Offshoring involves shifting work to a foreign, distant organization in order to reduce production costs. wikipedia.org/wiki/Nearshoring
  • 11. MAIN DRIVERS OF OFFSHORING 1.  Minimize operational expenses – do cheaper 2.  Satisfy hiring needs – insource skills 3.  Avoid legal issues of lay-offs – less headache
  • 12. COST OPTIMIZATION STRATEGIES SHORT-TERM LONG-TERM ¡ cut expenses ¡ invest in growth ¡ do more ¡ do better with less staff with more skilled staff ¡ maximize savings ¡ minimize turnover ¡ build repeatable ¡ teach, delegate process and mentor
  • 13. BUT SOFTWARE DEVELOPERS … ¡ don’t know how to express themselves ¡ don’t know how to take responsibility ¡ are willing to take all the risks … ARE LIKE KIDS
  • 15. DIFFERENT STRATEGIES YOUR FRIENDS’ CHILDREN YOUR CHILDREN ¡  you want to make sure ¡  you want to make them they do no harm grow into good people ¡  turnover not controllable ¡  zero turnover ¡  someone will take care of them ¡  you’re responsible for your kids ¡  don’t listen to you ¡  will support you and don’t care when you’re retired
  • 16. RESPONSIBILITY PROCESS (responsibility is a process) ¡ Responsibility ¡ Quit ¡ Obligation ¡ Shame ¡ Justify ¡ Lay blame ¡ Denial www.christopheravery.com/responsibility-process
  • 17. MAIN DRIVERS OF OFFSHORING 1.  Minimize operational expenses – do cheaper AS THE MAIN DRIVER MIGHT LEAD TO SUBOPTIMIZATIONS 2.  Satisfy hiring needs – insource skills AS THE MAIN DRIVER SHOULD LEAD TO RESPECT AND GROWTH
  • 18. TAKE-AWAYS OF PART ONE “developers are like kids” “not caring about children is irresponsible “cost optimization as the main driver is not good”
  • 19. DATING MODEL divorce or die the same day EVENTS planning more kids long long owning a house married having the first kid long moving out married just married STAGES dating
  • 20. DATING MODEL long long married long married just married STAGES dating
  • 21. IMAGINE A COUPLE dating with 3 kids just bough a house never lived moving out together
  • 22. THE FOUR STAGES of team development 1. 2. STAFF IT UP START IT UP 4. 3. SCALE IT UP SPEED IT UP
  • 23. THE FOUR STAGES of team development build as your team start shoreless 1. 2. STAFF IT UP START IT UP 4. 3. SCALE IT UP SPEED IT UP keep respecting individuals set up flow
  • 24. TAKE-AWAYS OF PART TWO “there steps in relationship development” “building offshore teams is like building a family” “going to fast might lead to a collapse”
  • 26. 1. build your team STAFF IT UP
  • 27. 1. build your team STAFF IT UP advices don’t outsource hiring hire people you like first hire a leader disregard the age hire as a group
  • 28. start shoreless 2. START IT UP
  • 29. start shoreless 2. START IT UP leverage past experience advices of newcomers consider doing scrum engage team in solution design do first sprints shoreless embrace new process warm up with weekly make a step back in setup sprints attend trainings solution design altogether invest in dev. integrate your architect infrastructure
  • 30. all you need is 3. flow SPEED IT UP
  • 31. all you need is 3. flow SPEED IT UP distribute product advices ownership run regular grooming sessions invest in communication express equality and infrastructure trust organize ambassador separate daily scrums program from status calls use skype group chats buy good webcams shift solution design and use them offshore
  • 32. keep 4. respecting individuals SCALE IT UP
  • 33. keep 4. respecting individuals SCALE IT UP advices build feature teams stay with the same offshore vendor – invest in the team extend PO team to offshore build team pages and visualize high-level portrait galleries management with kanbans
  • 34. keep 4. respecting individuals SCALE IT UP advices build feature teams stay with the same offshore vendor – invest in the team extend PO team to offshore visualize high-level management with kanbans
  • 35. this work is not finished. and never will be. by design. join www.scrumoffshore.net to help collaborate and elaborate these ideas. thank you!