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7	Habits	of	Highly	Effec3ve		
Agile	Tes3ng
Philip Lew
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.
1
SeHng	Expecta3ons	
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•  I	can’t	read		
– You	can	get	a	copy	of	these	slides	
later.		
•  Go	to	xboso@.com	
•  You’ll	learn	more	today	than	
so@ware	stuff.
Founda3on	of	7	Habits	
•  Stephen	Covey’s	book	in	1989	almost	30	years	
ago,	“Seven	Habits	of	Highly	Effec3ve	People”	
•  Just	star3ng	my	career,	I	applied	many	of	the	
principles	to	not	just	my	work	life,	but	life	as	a	
whole.	
•  Recently	read	his	book	again	and	sharpened	
up	“my	saw”	in	the	process.	With	these	
principles	in	mind,	I	developed	this	talk	
keeping	his	7	habits	in	mind.	
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The	Original	7	Habits		
by	Stephen	Covey	
1.  Be	Proac3ve	
2.  Begin	with	the	End	in	Mind	
3.  Put	First	Things	First	
4.  Think	Win-Win	
5.  Seek	First	to	Understand,	Then	to	Be	
Understood	
6.  Synergize	
7.  Sharpen	the	Saw	
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Opened	1937	
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The 4,200-foot long
suspension span of the
Golden Gate Bridge was
the longest span in the
world at the time of its
construction in 1937.
On time, still standing.
How long did it take to build?
So@ware	is	New	and	Constantly	
Changing	
•  Smaller	teams	
•  Faster	itera3ons	
•  Listening	to	the	user	
– Con3nuous	beta	
– Data	collec3on	
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•  Communica3on	
•  Working	smarter	
•  Analysis,	adap3on	and	
improvement	
1.  Many failures
2.  Changes in technology (mobile,
cloud) and SaaS business models
3.  Demand changes in the way we work
Being	Successful	or	Not	with	Agile	
A@er	Working	With	Many	of	Our	Clients	
•  I’ve	found	a	few	traits	that	are	common	
across	all	or	at	least	most	
– Either	in	their	success	
– Or	in	their	failure	
•  Most	of	these	are	not	rocket	science	
•  Some	have	nothing	to	do	with	
technology	
	
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Agile	
Problems	
Resistance	to	
Change	
DIstrust	
Requirements	
Churn	
Agile	Doing	
–	Not	Being	
Process	
Inconsistency	 Lack	Test	
Automa3on	
Retrospec3ves	
Not	Valuable	
AgileFall	
Lack	Customer-User	
Understanding	
Agile	Failures	–	Why?	
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“Be	Proac*ve”	at	Being	Successful	
and	Prevent	Failure!	
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Habit	1	
Focus	on	Efficiency	and	Effec3veness	
“Smart	and	Get	Things	Done”	(from	Joel	on	
So(ware)	
•  High	level	of	test	automa3on	with	con3nuous	
integra3on	and	delivery	
•  Fast	feedback	systems	
•  Automate	environment	and	data	management	
•  Do	just	“enough	documenta3on”	
•  Priori3ze	your	efforts	–	“Put	First	Things	First”	
•  Manage	technical	debt	and	risk	
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Plan	for	Technical	Debt	
•  Plan	for	it	–	It	will	happen,	how	to	“Be	
Proac3ve”	and	deal	with	it?	
•  Agile	teams	should	have	a	“fix	bugs	first” or	
bug	thresholds	to	prevent	a	large	backlog	of	
bugs		
– Reduce	‘3me	to	fix’	
•  Periodic	stabiliza3on	or	‘fix	defects’	sprints	
should	be	planned	
•  With	proper	metrics,	tes3ng	can	help	measure	
and	manage	technical	debt	
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Have	Criteria	for	Documenta3on	or	
NOT	
“Agile	methods	derive	much	of	their	
agility	by	relying	on	the	tacit	
knowledge	embodied	in	the	team	
rather	than	wri@ng	the	knowledge	
down	in	plans.”	
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Barry	Boehm
Habit	2	
Treat	the	User	as	King	(or	Queen)	
•  GeHng	user	stories	right	
– User	stories	are	the	main	input	for	tes3ng	
– Understand	context	and	domain	
– Ask	ques3ons	or	plan	on	lots	of	rework	
•  Priori3ze	product	quality,	user	experience	and	value	
to	the	client	and	user	
– Reduce	list	of	things	to	do-What	criteria	do	you	
have?	
•  Conduct	usability	tes3ng	as	early	as	possible	
– Use	mock-ups	as	throw	away	tests	
– Hallway	usability	tes3ng	
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Understand	the	User	
Test	early	and	o@en	with	users	and	customers	
•  Task	analysis	
– 80/20	rule	
•  Real	usage	and	observa3on	
– Don’t	wait	3ll	the	end	
•  Each	itera3on	should	provide	valuable	
informa3on	going	forward	
– Don’t	race	to	the	finish	line,	you	may	be	going	in	
the	wrong	direc3on!	
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Habit	3	
Maintain	an	Improvement	Frame	of	Mind	
•  Con3nuous	improvement	through	tracking	
and	measurement	
•  Trus3ng	and	meaningful	retrospec3ves	
•  Develop	agile	prac3ces	with	constant	review	
and	improvement	as	part	of	the	process	
•  Maintain	a	sustainable	pace	that	leads	to	
sustainable	improvement	
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Metrics	Should	
•  Affirm	and	reinforce	your	Agile	goals	and	
principles	
•  Show	trends	not	numbers	
•  Be	a	basis	for	conversa3on	
– WHY	
•  Be	easy	to	collect	
•  Help	determine	excellence	and	improvement	
(or	not)	
•  Be	easily	and	openly	viewed	every	day	by	all		
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Metrics	
•  Team	understanding	and	acceptance	of	what	is	
measured:	
– Support	building	beter	so@ware		
– Not	the	end,	but	a	beginning	of	a	discussion	
to	get	beter	
•  Enabling:	
– Evalua3on	of	progress	
– Redirec3on	of	priori3es	
– Insights	on	if	changes	worked	
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Retrospec3ve	
Use	It	to	Sharpen	the	Saw	
•  Held	at	the	end	of	each	itera3on	
•  Team	reflects	on	what	happened	in	the	itera3on	and	
iden3fies	ac3ons	for	improvement	
•  Team-driven,	and	team	members	should	decide	
together	how	the	mee3ngs	will	be	run	and	how	
decisions	will	be	made	about	improvements.	
•  For	con3nuous	improvement,	regular	Agile	
retrospec3ve	is	one	of	the	most	important	of	Agile	
development	prac3ces.		
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Retrospec3ve’s	Value	Depends	on	
Trust	
•  An	atmosphere	of	honesty	and	trust	so	team	
members	can	share	thoughts.	
•  Norman	Kerth's	work,	his	prime	direc3ve	
states,	"Regardless	of	what	we	discover,	we	
understand	and	truly	believe	that	everyone	
did	the	best	job	they	could,	given	what	they	
knew	at	the	3me,	their	skills	and	abili3es,	the	
resources	available,	and	the	situa3on	at	
hand.”	
•  Permission	to	be	gloom	and	doom	
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(A)	Retrospec3ve	Framework	
Don’t	just	“Gab”-Begin	with	the	End	in	Mind	
Ini3ate	
Collect	
info	
Generate	
Insights	
Decide	on	
Ac3on	
Close	
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Example	Retrospec3ve	Framework	
1.  Ini3a3on-	Get	the	team	ready	to	engage	with	a	par3cipa3ve	warm-up	
ac3vity	that	relaxes	and	engages	(5	minutes)	
2.  Collect	informa3on	-	Create	an	overall	team	view	of	what	happened	
during	the	itera3on	(10	minutes)	
3.  Generate	insights	and	ac3on	items	(15	minutes)	
–  What	worked	well	for	us?	Or	what	should	we	con3nue	doing?	
–  What	did	not	work	well	for	us?	What	should	we	stop	doing?	
–  What	ac3ons	can	we	take	to	improve	our	process	going	forward?	
What	should	we	start	doing?	
4.  Decide	on	Ac3on	-	iden3fy	highest	priority	items	for	the	next	itera3on	and	
measures	to	determine	comple3on	(15	minutes)	
5.  Close	-	Reflect	on	the	effec3veness	of	the	retrospec3ve	and	how	to	
improve	it	(5	minutes)	
–  Appreciate	accomplishments	of	the	team	and	individual	interac3ons	
(5	minutes)	
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Trust	
We	feel	trust.	Emo@ons	associated	
with	trust	include	companionship,	
friendship,	caring,	love,	comfort.	
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Trust	is	Created	by	Ac3on	
•  Here	are	a	few	ways	to	create	trust	
in	our	daily	lives	through	our	ac@ons	
toward	one	another	and	our	clients.		
1.  Predictability	
2.  Exchange	
3.  Reciprocity	
4.  Vulnerability	
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1:	Predictability	
•  Defini&on	1:	Trust	means	being	able	
to	predict	what	other	people	will	do	
and	what	situa3ons	will	occur.		
•  If	we	can	surround	ourselves	with	
people	we	trust,	then	we	can	create	
a	safe	present	and	an	even	beter	
future.	
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2:	Exchange	
•  Defini&on	2:	Trust	means	making	an	
exchange	with	someone	when	you	do	not	
have	full	knowledge	about	them,	their	
intent	and	what	they	are	offering	to	you.	
•  Interac3ons	with	exchange	are	basis	for	
all	rela3onships.		
•  Trust	in	value	exchange	if	we	do	not	know	
whether	what	we	are	receiving	is	what	we	
expect.		
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3:	Reciprocity	
•  Defini&on	3:	Trust	means	giving	something	
now	with	an	expecta3on	that	it	will	be	repaid,	
possibly	in	some	unspecified	way	at	some	
unspecified	3me	in	the	future.	
•  Trust	is	important	here	because	otherwise	we	
are	giving	something	for	nothing.	The	delay	
adds	uncertainty	that	requires	trust.	
•  “I	give	you	something	now	with	the	hope	of	
geHng	back	some	unspecified	thing	in	the	
unknown	future.”	
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4:	Vulnerability	
•  Defini&on	4:	Trust	means	enabling	other	
people	to	take	advantage	of	your	
vulnerabili3es	(weakness)—but	expec3ng	that	
they	will	not	do	this. 		
•  When	we	trust	other	people,	we	may	not	only	
be	giving	them	something	in	hope	of	geHng	
something	else	back	in	the	future,	we	may	
also	be	exposing	ourselves	in	a	way	that	they	
can	take	advantage	of	(us)	our	vulnerabili3es.		
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What	Do	All	These	Elements	of	
Trust	Have	in	Common?	
•  Predictability	
•  Exchange	
•  Reciprocity	
•  Vulnerability	
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UNCERTAINTY
Trust is developed by
reducing or removing
uncertainty.
Habit	4	
Be	agile,	Then	Do	Agile	
• You	can’t	do	Agile	un@l	you	are	
agile	
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High	School	Be-Do-Have	
Be	
Do	
Have	
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Agile	Be-Do-Have	
Be	
Do	
Have	
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Doing - Process
•  Iterative (sprints)
•  Daily standups
•  Face to face communication
•  Post mortem – end of sprint
•  Delivery meeting – end of sprint
•  Planning meeting – before sprint
•  Self organizing
Being - People
•  Communicative
•  Collaborative/Cooperative
•  Flexible and willing
•  Knowledgeable-multi
•  Initiative/responsible
•  Responsive
Having - Results
•  Speed
•  Quality
31	
Focus Measurements Here
How	to	Support	and	Enable	agile	
Being	
•  Maintain	small	teams	
•  Promote	cross	func3onal	stacked	teams	
•  Emphasize	collabora3on	versus	1	way	
communica3on	
•  Develop	a	shared	understanding	
•  “Think	Win	–	Win”	and	“Synergize”	
through	your	team	culture	
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Keep	Teams	Small	–	Size	Maters	
“Synergize”	
Small	teams:	
•  Force	members	to	work	in	many	
areas	across	disciplines	leading	
to	cross	func3onal	teams	
•  That	are	full-stack	and	
autonomous	won’t	get	blocked	
by	others		
•  Promote	efficient	
communica3on	and	
collabora3on	so	that	team	
members	do	not	block	each	
other	and	duplicate	their	work;		
•  Can	integrate	feedback	a@er	
each	itera3on	and	make	changes	
easier	and	faster	than	larger	
teams	
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On	the	Other	Hand,	Big	Teams:	
•  Cause	groups	to	form	
around	a	discipline	–	
can	inhibit	cross-
discipline	
collabora3on.	
•  Can	lead	to	disrupted	
cadence,	diluted	
shared	understanding,	
and	dispersed	focus	
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Communica3on	is	in	our	
Evolu3onary	DNA	
With other
things equal,
or even at a
disadvantage,
Teams that
communicate
better will win.
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Communica3on	versus	
Collabora3on	
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Gossip	and	
small	talk	
Collabora3on	
For	your	
informa3on	
Broadcast	
One-Way
Two-Way
http://bizblog.blackberry.com/2013/11/mind-link-collaboration/
•  Collaboration: Two-way communication aimed at
achieving specific business objectives.
•  Those that communicate AND collaborate the best
will WIN
“Think Win Win”
Communicate	AND	Collaborate	
•  Email	is	necessary	communica3on,	
but	it	is	not	equal	to	collabora3on.		
•  U3lize	high	bandwidth	
communica3on;	face	to	face,	Skype,	
telephone,	whiteboards,	video,	etc…	
•  Create	process	that	includes	
communica3ng	as	part	of	the	
process.	
– Don’t	write	documents	to	avoid	
talking,	CYA	docs-emails	
– Decide	what	docs	will	be	useful	in	
the	beginning	
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Itera3on	Goes	Hand	in	Hand	
with	Collabora3on	
•  Incomplete	and	imperfect	designs	should	be	
welcomed	as	imperfec3on	that	leads	to	
collabora3on.		
•  Recognize	that	itera3on	leads	to	beter	
design.		
•  “Working”	so@ware	means	it	works	enough	to	
get	feedback,	not	perfec3on.	
•  Use	tools	such	as	prototyping	tools	as	a	way	
to	collaborate.	
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Promote	a	Shared	Understanding	
When	you	hire	new	team	members	
•  Don’t	assume	new	guys	have	the	same	
shared	‘understanding’	that	you’ve	
developed	over	3me.	
•  Pause	to	ini3ate	new	team	members,	
answer	ques3ons,	and	appreciate	new	
input	that	could	and	should	be	different.	
•  Provides	opportunity	to	reset/reinforce	
the	en3re	team’s	understanding.	
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Promote	a	Shared	Understanding	
•  Shared	understanding	is	the	key	to	Agile.		
– Don’t	make	assump3ons	on	what	is	
understood	or	not.		
– Ask:	what	do	you	mean?		
•  Apply	XP	programming	techniques	to	bring	
new	hires	up-to-speed	quickly,	e.g.,	pair	
programming	
– Pair	Tes3ng	
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“Seek First to Understand Then to Be Understood”
Facilitate	a	Team	Culture	
•  People	coming	in	and	out	of	the	team	can	disrupt	
cadence,	flow,	and	collabora3on.	Maintain	team	
composi3on	consistency.	
•  When	someone	is	missing	(for	any	number	of	reasons)	
for	a	day	or	two,	that’s	not	collabora3on.		
•  Working	in	isola3on	is	necessary	some3mes,	but	
should	be	very	short	dura3on.	Make	work	and	
progress	(or	no	progress)	instantly	visible	to	all.	
•  Changing	roles	is	good	to	break	up	a	rou3ne,	learn	
new	things	and	provide	future	con3ngency/risk	mgmt,	
but	can	also	bring	produc3vity	and	cadence	down.	
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Habit	5	
Think	Tasks	Not	Roles	
•  No	‘tes3ng’	phase	
•  Flexibility	in	roles	but	with	clear	
responsibili3es	and	task	assignments	
– You	can	wear	a	different	hat?	
– What	hats	can	you	wear?	
•  	QA	is	part	of	the	team	from	start	to	
finish	
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Tes3ng	Tasks	are	a	Cri3cal	Part	of	
the	Plan	
•  Tes3ng	is	not	an	a@erthought	
– Clarify	stories	with	customer	and	end	user	
•  Think	from	their	point	of	view	
– Iden3fy	tes3ng	ac3vi3es	to	support	development	
•  White	box	tes3ng	
•  Integra3on	tes3ng	
– Backlog	grooming	
•  Improve	and	clarify	stories	
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Tom	Brady	Can	Play	Linebacker	
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•  Go	where	you’re	
wanted	and	needed		
•  Use	the	skills	you	
have	where	they	are	
most	needed	to	help	
the	team	win	
•  AND…	GET	MORE	
SKILLS	–	“Sharpen	
the	Saw”
Tester	Pairing	
•  With	test	domain	experts	
– Security	
– Performance	
– Usability	
– Automa3on	
•  With	other	testers	
– “Extreme	Tes3ng”		--	XT	(XP)	
•  With	programmers	
– White	box	
– Programming	logic	versus	tes3ng	logic	
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Make	Responsibili3es	Clear	
•  Lots	of	chefs	are	great	but…	
•  Divide	the	work	according	to	type	of	chef	
(dessert,	meat,	pastry)	
•  Need	clear	decision	makers	in	each	discipline	
and	have	specific	roles	(can	also	be	rotated)	
•  Weakest	link	can	cause	the	team	to	fail	
•  Talent	must	match	the	needs	of	the	team	and	
the	team	must	have	the	ability	to	replace	talent.		
•  Iden3fying	the	weak	links	should	be	obvious	via	
working	in	close	proximity	and	transparency.	
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Habit	6	
Focus	on	the	Customer	
•  Collaborate	with	the	customer	
– Help	them	understand	what	their	requirements	
are!	
– Help	them	priori3ze	
– Extract,	elicit	examples	à	user	stories,	test	cases	
– ‘Mind	the	gap’	–	be	a	bridge	between	the	
developers	(tech	language)	and	the	users/
business	analysts	(business	language)	
– “Help	Me	Help	You!”	
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“Help	Me	Help	You”	
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Jerry Macguire
Video
1. Sports agent and American football player
2. Football player is not playing well
3. The sports agent is trying to negotiate a new
contract for him
4. But obviously his poor play is not helping
Work	Closely	with	Customers	
•  “Help	You	Help	Me”	and	“Help	Me	Help	You”	
•  Ensure	you	have	a	skilled	and	dedicated	
product	owner	from	the	business		
– Why	bother	with	Agile	if	the	business	
stakeholders	are	not	ACTIVELY	involved?		
– They	should	be	leading	the	way,	not	
dragged	along.	They	should	be	priori3zing	
requirements.	
– Focus	on	minimum	viable	product	to	get	
early	team	success.	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 49
Agile	is	Designed	for	the	Customer	
•  Recognize	that	the	most	difficult	part	about	
requirements	that	agile	was	designed	to	solve	
is	that	of	missing	informa3on.		
•  The	purpose	of	the	agile	is	to	gradually	fill	in	
missing	informa3on	while	development	
progresses	within	each	sprint.	
•  Priori3ze	on	what	serves	the	product,	
customer	and	user	best.	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 50
Habit	7	
Think	Long	Term	
•  “Begin	with	the	End	in	Mind”	
– Improve	the	so@ware	
– Deliver	the	‘best’	so@ware	you	can.		
– Deliver	working	so@ware	
•  Keep	the	user	in	mind-Sa3sfy	the	user	
•  Do	what	is	sustainable,	or	like	any	race	where	
you	run	to	fast,	you’ll	quit.	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 51
Work	Delivered	at	a	Constant	Pace	
•  Recognize	it's	a	long	term	effort,	a	marathon,	
not	a	sprint	
– The	amount	of	work	delivered	per	sprint	is	
constant	
•  Add	and	subtract	
•  Pace	and	expecta3ons	
•  Don’t	compare	yourself	with	others	
•  Improve	incrementally,	not	just	the	so@ware	
but	you,	and	your	team	and	how	you	work	
together	–	Con3nually	“Sharpen	YOUR	Saw”	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 52
Develop	a	Long	Term	Agile	Diet	
•  A@er	you	start	changing	your	diet,	don’t	let	
the	old	habits	creep	back	in.	
•  Maybe	takes	longer	than	“21	days”.	
•  It’s	just	like	a	diet.	Losing	weight	for	a	short	
period	is	not	the	goal.	You	want	to	keep	it	off	
for	life.	It's	the	beginning	of	a	new	lifestyle.	
•  “Agile	makes	sense”	but	so	does	ea3ng	fewer	
desserts.	Hard	to	change	long	term.	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 53
Key	Components	of	the	Agile	Diet	
•  Short	itera3ons;	don’t	have	to	be	2	weeks	
– More	itera3ons,	the	beter	–	if	the	overhead	is	
bearable.	
– How	o@en	do	you	weigh	yourself?	
•  Integrate	feedback	a@er	each	itera3on	retro	and	
course	correct.	
•  Daily	scrum	mee3ngs	with	real	communica3on	
– everything	is	not	‘normal’	or	‘ok’	
•  Commited	and	involved	product	owner	
– Early	and	frequent	feedback	from	real	customer	
as	well	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 54
Key	Components	of	the	Agile	Diet	
•  Don’t	forget	downstream	ac3vi3es	(remove	
barriers	between	development,	test,	and	
opera3ons)	
– Con3nuous	integra3on	
– Con3nuous	delivery	
•  Con3nuous	improvement	
– Measurement	and	metrics	
•  Have	produc3ve	retrospec3ves	
– We	ate	too	many	desserts,	let’s	work	on	this!	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 55
Agile	New	Year’s	Resolu3ons	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 56	
Have I Told You
ANYTHING you didn’t
know?
When the doctor tells
you to lose weight, is it
something you don’t
know? (Probably not.)
I hope I’ve reinforced
what you know or shed
a new angle on things
you’ve heard.
(Yes, eating fried foods
is not good for you!)
Successfully	‘Being	agile’	
•  Agile	is	not	a	technique	
•  Agile	is	not	a	technology	
•  You	can	be	agile	without	a	book,	without	a	
coach,	just	like	you	can	lose	weight	if	you	
want	to,	without	Weight	Watchers	
•  With	a	diet,	you	want	a	lifestyle	change	
– Not	just	a	3	week	effort,	but	for	long	term	health	
– Some3mes	you	have	set	backs	
•  With	Agile,	you	want	a	work-style	change	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 57
The	7	Habits	of	Highly	Effec3ve	Agile	Tes3ng	
1.  Proac3vely	be	efficient	and	effec3ve	
2.  Be	agile,	then	do	Agile	
3.  Maintain	an	improvement	frame	of	mind	
4.  Treat	the	user	as	King	or	Queen	
5.  Think	tasks	not	roles	
6.  Focus	on	customer	
7.  Think	long	term	
©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 58
Thanks!
For more, download:
Agile Metrics Whitepaper
Agile Test Plan
http://xbosoft.com/resources/
Philip Lew
@philiplew
philip.lew@xbosoft.com
www.xbosoft.com ©	2017	XBOSo@,	Inc.-	All	Rights	Reserved.	 59

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