Five Levels Of Planning – Agile Project - Rally Software

Five Levels of PlanningPresenter — Hubert SmitsI’m an Agile Coach for Rally SoftwareDevelopment. After spending some 20years in managing large softwaredevelopment projects in Europe I saw thelight, joined the Agile Alliance andbecame an agilist. First as an agile projectmanager (ScrumMaster), then a trainerand coach.I now support Agile Implementations inthe US, Europe, the Middle East and India.I’ve lectured Agile Software Developmentat Glasgow University.My main community is still Scrum, I amprivileged to be able to train Scrum-Masters, and I enjoy working with someof the thought leaders in this area.3Five Levels of Planning, Rally Software© 2006, Rally SDCPurpose of the Workshop“To learn how to plan agile projectsfrom Product Vision all the way to Daily Stand-up”or:“To feel the effect when 100 peoplePrioritize, Estimate and Committhe plans for a major delivery.”4Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 2

Five Levels of PlanningOur roadmap for the afternoonIntroduction (30)Product Vision (45)Roadmap (45)Release (25)Iteration (15)Stand-up (15)Summary (5)5Five Levels of Planning, Rally Software© 2006, Rally SDCOur roadmap for the afternoonIntroductionProduct VisionRoadmapReleaseIterationStand-upSummary6Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 3

Five Levels of PlanningThe ExercisesFor all of our exercises in this course, we will beconsidering the following product:Agile2007 — The ConferenceIt will be the basis of our Product Vision, our ProductRoadmap, our 1 st Release Planning, and our 1 st IterationPlanning. We may even attempt to start the first iterationwith its own Stand-up!7Five Levels of Planning, Rally Software© 2006, Rally SDCAgile Project BasicsRevisiting agreat processFive Levels of Planning, Rally Software 2006(c) 2006 Rally SDC 4

Five Levels of PlanningScrum – a good example of an agile project structureDaily Scrum Meeting• Done since last meeting• Plan for today• Obstacles?24 hoursSprint Planning Meeting• Review Product Backlog• Estimate Sprint Backlog• Commit to 30 days• Sprint GoalBacklog tasksexpandedby team30 daysSprint Review Meeting• Demo features to all• Retrospective on the SprintVisionProduct BacklogPrioritized Featuresdesired by CustomerSprint BacklogFeatures assigned to SprintEstimated by teamPotentially ShippableProduct Increment9Five Levels of Planning, Rally Software© 2006, Rally SDCGrowing the Planning Model∙ It is hard to ‘see the whole’ when teams plan on aper-iteration basis∙ Feature complexity is hard to manage when it spansiterations∙ Iteration Planning by itself does not provide thenecessary tools to manage multi-team releases∙ Distributed teams amplify this challenge even more10Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 5

Five Levels of PlanningExtending the Agile Planning FrameworkProduct Management withAgile relies on multiple levelsof planning:− Product Vision− Product Roadmap− Release Plan− Iteration Plan− Daily CommitmentVisionRelease 1 Release 2 Release 3Iteration 1 Iteration 2 Iteration 3 Iteration 4Task 1 Task 2 … Task nWho, What, How LongWho, What, How Long11Five Levels of Planning, Rally Software© 2006, Rally SDCExtended Planning Cycle & Rhythms12Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 6

Five Levels of PlanningProduct VisioningFive Levels of Planning, Rally Software 2006Product Vision Elevator Statement –Geoffrey Moore∙ FOR (target customer)∙ WHO (statement of the need)∙ THE (product name) is a (product category)∙ THAT (product key benefit, compelling reason to buy).∙ UNLIKE (primary competitive alternative),∙ OUR PRODUCT (final statement of primarydifferentiation)Geoffrey Moore “Crossing the Chasm”14Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 7

Five Levels of PlanningProduct Box Visioning–Jim HighsmithJim Highsmith,Agile Project Management15Five Levels of Planning, Rally Software© 2006, Rally SDCExercise: Creating an Elevator Statement∙∙∙∙∙∙∙Form a group at your tableFor our Agile2007 product consider the Product VisionCreate an elevator statement with the six componentsWrite the statement on a flipchart with “Agile2007 Vision” at thetopTimebox: 10 minutesPrepare to present to the groupElevator Statement:− FOR (target customer)− WHO (statement of the need)− THE (product name) is a (product category)− THAT (product key benefit, compelling reason to buy).− UNLIKE (primary competitive alternative),− OUR PRODUCT (final statement of primary differentiation)16Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 8

Five Levels of PlanningExercise: Creating the Product Box∙ Form a group at your table∙ For our Agile2007 product consider it as a shrinkwrappeditem on a shelf∙ On a flipchart create the following product box, frontand back:− Label your flipchart “Agile2007 Vision”− FRONT represents marketing splash, logo− BACK represents specs, details− Be creative− 10 minutes− Be prepared to exhibityour artwork! FRONT BACK17Five Levels of Planning, Rally Software© 2006, Rally SDCProduct RoadmapFive Levels of Planning, Rally Software 2006(c) 2006 Rally SDC 9

Five Levels of PlanningProduct Roadmap – an example19Five Levels of Planning, Rally Software© 2006, Rally SDCProduct Roadmap – an exampleApril 8, ‘06June 3, ‘06July 8, ‘06Aug 12, ‘06Magnesium2006.2Aluminum2006.3Silicon2006.4Phosphorus2006.5•For all users, improvecustomization andconsistency.•For Product Owners,improve Roadmap, andRelease Planning.Agile PM• Custom Enumerations• Unified Backlog Planning• New Release Status ViewSystem Mgmt.Comm. & CollaborationPlatform•UI Consistency•For all users, improveusability, navigation andinformation presentation.Agile PM• Agile Product ManagerSystem Mgmt.• Ajax-Enabled Detail PagesComm. & CollaborationPlatform•Improved UIResponsiveness• Improved Navigation• For Rally customers,implement some of themost requestedenhancementsAgile PM• Defect DropdownCustomization•Task RankingSystem Mgmt.• Defect Close Rate MetricsComm. & Collaboration• User FilterableNotificationsPlatform•Shared Custom Views• For all users, enhanceflexibility ofrequirements hierarchy•Provide ConfigurableEditions includeEnterpriseAgile PM• Associate Iterations withReleasesSystem Mgmt.• Hierarchical Stories• Daily Defect MetricsComm. & CollaborationPlatform• Tab Customization & WebTabs20*Rally Agile Pro Edition onlyFive Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 10

Five Levels of PlanningExercise: Defining a Product Roadmap∙ Form teams again around your Product Vision∙ Select one person to be the Product Owner∙ For your Agile2007 Product Vision, create a one-yearRoadmap:− Define four releases, one per quarter where each release isdefined as a box in a four box roadmap− For each release, declare a theme− For the theme list 5 – 7 epics to be completed− Remember that detail for the soonest release may have moreclarity and detail than for the final release− Capture your four box roadmap on a flipchart− Make sure that your roadmap is approved by the ProductOwner!− The Product Owner will present the roadmap for the team− 10 minutes21Five Levels of Planning, Rally Software© 2006, Rally SDCThe Roadmap Jumpstarts the Product Backlog∙All possible system featuresare captured in a prioritizedlist – the Product BacklogHighpriorityEach Sprint implements thehighest priority features∙∙∙New features can be addedat any time to the ProductBacklog by anyoneFeatures have only a grossestimate of effort and valueProduct Owner prioritizes theProduct BacklogEach new feature isprioritized and added tothe stackFeatures may bereprioritized at any timeFeatures may beremoved at any timeLowpriorityFeatures© 2004, Scott W. Ambler22Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 11

Five Levels of PlanningAn Example Backlog -- Doggy Daycare Brochure∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙Create cover art, brand, and/or logoDefine major care sectionsDefine “Ultra Doggy Spa” serviceOutline boarding optionsWrite testimonialsDefine all service offeringsSet pricing structure for servicesSuggest daypack contents to accompany clientsOutline full week lunch menuComplete a guarantee policyProvide satisfied customer testimonialsComplete a certification structureOutline minimum requirements (shots, temper, breeding, etc.)Complete bios on staff members (backgrounds, training,interests)Define discounted partner pet services23Five Levels of Planning, Rally Software© 2006, Rally SDCExercise: Defining a Product Backlog∙ Form teams again around your Roadmap∙ Review the first Release theme and its epics∙ Label a flipchart “Release 1 Backlog”∙ Create 15 – 20 items for that theme∙ Place them in priority order∙ Provide a gross-level estimate (S, M, L, XL)∙ 10 minutes24Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 12

Five Levels of PlanningRelease PlanningFive Levels of Planning, Rally Software 2006Product Owner Presents Highest Priority Featuresfrom Product Backlog26Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 13

Five Levels of PlanningTeam Breaks Features into Smaller “Stories”27Five Levels of Planning, Rally Software© 2006, Rally SDCDelivery Team Gives Story Estimates28Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 14

Five Levels of PlanningScrumMaster and Product Owner at Work29Five Levels of Planning, Rally Software© 2006, Rally SDCTeam Moves Stories Across Iterations30Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 15

Five Levels of PlanningExercise: Conducting a Release Planning Session∙ In your team, plan the first Release of your Agile2007roadmap:− Review the Release theme and backlog− Create a flipchart with three boxes on it: Iteration 1, Iteration2, Iteration 3− Through discussion as a group, brainstorm high-level storiesthat would comprise the items− Put each story on a post-it note− You should have at least 10 – 15 stories defined for yourRelease− Physically arrange the stories across the three iterations basedon what could be done in four-week increments with the teamthat you have− Post all your decisions and assumptions on the wall as well− 20 minutes33Five Levels of Planning, Rally Software© 2006, Rally SDCIteration PlanningFive Levels of Planning, Rally Software 2006(c) 2006 Rally SDC 17

Five Levels of PlanningTeam Agrees on the Release Plan35Five Levels of Planning, Rally Software© 2006, Rally SDCSample Iteration Plan36Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 18

Five Levels of PlanningIteration Plan Consensus37Five Levels of Planning, Rally Software© 2006, Rally SDCExercise: Defining “Done”∙ In your team, consider what it means to complete afeature in an iteration:− Which artifacts are delivered− Are they documented, and how− Can or need they be tested− How is an artifact accepted− What else is produced as part of a feature∙ Use a flipchart, label this one: “Definition of Done”∙ Collect all the parts of “Done” on the chart∙ Post all your decisions and assumptions on the wall aswell∙ Choose a team representative to debrief to the group∙ 5 minutes38Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 19

Five Levels of PlanningExample definition of “Done”39Five Levels of Planning, Rally Software© 2006, Rally SDCExercise: Conducting an Iteration Planning Session∙ In your team, plan the first Iteration of your firstRelease:− Review the release theme and all the features in the firstiteration− Create a flipchart with the features on post-it notes− Line the features horizontally− Through discussion as a group, brainstorm the IterationTheme− Also brainstorm the tasks that make up each feature− Put each task on a post-it note – different color from thefeatures− You should have app. 2-5 tasks per feature− Estimate the work involved in each task− Post all your decisions and assumptions on the wall as well− 20 minutes40Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 20

Five Levels of PlanningDaily Stand-upFive Levels of Planning, Rally Software 2006Daily Standup– the team is tracking itself42Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 21

Five Levels of PlanningScrum of ScrumsWhat did I do yesterday?What will I work on today?What is getting in my way?43Five Levels of Planning, Rally Software© 2006, Rally SDCTeams of Teams Stand Up Too!44Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 22

Five Levels of PlanningExercise: The Stand-Up Meeting∙ We need a group of 8 people∙ Who is willing to be the ScrumMaster?∙ Imagine that you're a member of a team developing anAgile2007 track.∙ Take a moment to decide what you've been workingon and how you'll answer the three questions.∙ Each of you will get a “secret goal”; this card is for youonly to see. During the scene, you'll have this goal ashidden second agenda∙ If the ScrumMaster addresses your behavior, thendon't persist in it45Five Levels of Planning, Rally Software© 2006, Rally SDCSummaryFive Levels of Planning, Rally Software 2006(c) 2006 Rally SDC 23

Five Levels of PlanningPurpose of the Workshop“To learn how to plan agile projectsfrom Product Vision all the way to Daily Stand-up”or:“To feel the effect when 100 peoplePrioritize, Estimate and Committhe plans for a major delivery.”47Five Levels of Planning, Rally Software© 2006, Rally SDCOur roadmap for the afternoonIntroductionProduct VisionRoadmapReleaseIterationStand-upSummary48Five Levels of Planning, Rally Software© 2006, Rally SDC(c) 2006 Rally SDC 24

Five Levels of PlanningThank youjean@rallydev.comhubert@rallydev.comFive Levels of Planning, Rally Software 2006(c) 2006 Rally SDC 25