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Agile Estimation and Planning
   Prepared by Bachan Anand




We will be starting at 12:00 PM PST/ 3:00 PM EST

Please dial in to (218) 895-4640        PIN: 3289145
                      Or Dial using VOIP
2




                        Agenda
• Overview of Agile and Scrum
• Vision and Product
• Agile planning
• Release Planning
• Iteration Planning
• Daily Planning
• Q&A

  Please dial in to (218) 895-4640   PIN: 3289145
Overview of Agile and Scrum




Please dial in to (218) 895-4640   PIN: 3289145
4



                      Overview of Agile and Scrum


                  Agile Manifesto
• Agile is a set of values:
  ▫ Individuals and interactions over processes and
    tools
  ▫ Working software (Products) over
    comprehensive documentation
  ▫ Customer collaboration over contract
    negotiation
  ▫ Responding to change over following a
    plan
  Please dial in to (218) 895-4640              PIN: 3289145
5




                      Overview of Agile and Scrum


                  Agile Principles
• Highest priority is to satisfy the customer
  through early and continuous delivery
  of valuable software/products
• Welcome changing requirements
• Deliver working software (product)
  frequently
• Business people and developers must work
  together daily throughout the project
  Please dial in to (218) 895-4640              PIN: 3289145
6



                      Overview of Agile and Scrum


                  Agile Principles
• Build projects around motivated individuals
• Most efficient and effective method of
  conveying information is face-to-face
  conversation
• Working software (product) is the
  primary measure of progress
• Agile processes promote sustainable
  development (maintain a constant pace
  indefinitely)
  Please dial in to (218) 895-4640              PIN: 3289145
7




                    Overview of Agile and Scrum

          Agile Principles …cont’d
•  Continuous attention to technical excellence
   and good design enhances agility
•  Simplicity (art of maximizing amount
   of work not done) is essential
•  Best architectures, requirements, and designs
   emerge from self-organizing teams
•  At regular intervals, team reflects on how
   to become more effective, then tunes and adjusts
                          http://agilemanifesto.org/principles.html

  Please dial in to (218) 895-4640          PIN: 3289145
8


                     Overview of Agile and Scrum

                    What is Scrum
•  Scrum is an Agile framework that
   supports lightweight processes
   that emphasize:
  ▫  Incremental deliveries
  ▫  Quality of Product
  ▫  Continuous improvement
  ▫  Discovery of people’s potential
•  Scrum is simple to understand,
   but requires discipline in order to
   be successful
•  Scrum is not a methodology
9


                       Overview of Agile and Scrum

                Foundations of Scrum
•  Empiricism
  ▫  Detailed up-front planning and defined processes are
     replaced by just-in-time Inspect and Adapt cycles
•  Self-Organization
  ▫  Small teams manage their own workload and organize themselves
     around clear goals and constraints
•  Prioritization
  ▫  Do the next right thing
•  Rhythm
  ▫  Allows teams to avoid daily noise and focus on delivery
•  Collaboration
  ▫  Leaders and customers work with the Team, rather than directing
     them
10



                         Overview of Agile and Scrum

                         Core Values
•  Transparency
  ▫  Everything about a project is visible to everyone
•  Commitment
  ▫  Be willing to commit to a goal
•  Courage
  ▫  Have the courage to commit, to act, to be open and to expect
     respect
•  Focus
  ▫  Focus all of your efforts and skills on doing the work
     that you have committed to doing
•  Respect
  ▫  Respect and trust the different people who comprise a team
11


    Iteration

Sprint Cycle
Vision and Product




Please dial in to (218) 895-4640   PIN: 3289145
13




The Product Vision----Why?

• The Vision serves as a
  common bonding to the
  Project, every
  participant needs to
  understand and share
  it, to be able to
  contribute effectively
14




             The Vision Board
- Visible to the team
- Maintained by the
  Product Owner/
  Customer
15




           Role: Product Owner
• Thought Leader and Visionary
• Steers the Product Vision (for example, with
  Story Mapping)
• Prioritizes the Goals - User Stories
• Maintains the Product Backlog with the team
• Accepts the Working Product (on behalf of the
  customer)
Agile planning




Please dial in to (218) 895-4640   PIN: 3289145
17




Why Plan?
• Gives the Product Owner & Customer
  Opportunity to explain the vision, goals and
  requirements.
• Helps in fulfillment of customer specification.
• Communicate the bigger picture to team
  members
• Keep team's focus on what can be achieved
18




Why We Need Plans?
• To predict the future

•  To communicate our expectation

• To be able to compare our predictions with the
  reality we are facing

• To guide us to the desired situation/state
19




What is a good plan?
►  A   good plan is one that supports reliable decision-making
►  One   that increases in accuracy and precision over time
     We’ll be done in the fourth quarter
     We’ll be done in November
     We’ll be done November 7th




                          “It is better to be
                roughly right than precisely wrong.”
                        -John Maynard Keynes
20




What makes planning “Agile”?
•  ocus
 F        on planning – not the plan
•  e
 R     plan based on reality
•  nvolve
 I          people who are doing the work in planning
•  alance
 B          benefit and investment
•  daptive
 A           to change and learning
•  lans
 P        are easily changed
•  lanning
 P           is continuous throughout the project
21




Different levels of planning
22




Agile Planning Lifecycle Summary
23




The Goals Of Release Planning
•  A time question: How many iterations approximately will we need to
   deliver this rough scope having the resources we might have?

•  Scope question: How much of this rough product backlog can we do
   within this range of sprints and having the resources we might have?

•  Resources question: What resources do we need to accomplish this
   rough scope within this range of sprints?

•  How rough can this be? What level of accuracy do we need?

•  What things do we need to know to make each of these predictions?
24




The Goals Of Iteration Planning
•  Duration is fixed.

•  Resources are fixed and dedicated.

•  Scope is open for discussions: how many backlog items (stories) can
   we do during the sprint?

•  What level of accuracy do we need here?

•  What we need to know to make the prediction?
25




The Goals Of Daily Planning
•  Why we need this planning?

•  How formal should this level of planning be?

•  Who participated in Daily planning?

•  Should you do it more often?

•  Why is this usually out of scope in project running by a predictive
   process (e.g. waterfall)?
Release planning




Please dial in to (218) 895-4640   PIN: 3289145
27




Release Planning
• How many iterations?

• How much scope?

• At what costs?
28




Estimating Backlog
• Backlog items expressed as User Stories
• Team estimates the Product Backlog
• Estimated in relative size
• Estimated 1 or 2 days before start of your
  iteration
• Discussing during the estimation more
  important that the estimates
• Planning Poker
29




Sizing Release/Product Backlog
Product Backlog (Stories)                     Iteration Backlog (Tasks)




                                                           Hours
                            Story Points or
                              Ideal Days
30




Estimate Size – Derive Duration
31




                   Velocity
• A rate at which the team is able to convert
  product backlog items into working product.
• Measured for each iteration
• Expressed in relative size
 ▫  Story points
 ▫  Number of Stories
• Used as a reference by teams when committing
  for the next Iteration
32


                    Release planning

           Release Burndown
• Shows
  progress across
  Sprints
• X-axis is the
  number of
  Sprints
• Y-axis is the
  total number
  of stories
Iteration planning




Please dial in to (218) 895-4640   PIN: 3289145
34




                    Iteration planning

       Spirit behind User Stories
• System requirements formulated as one or more
  sentences in the everyday or business language
  of the user
 ▫  As a <user>, I would like <function> so that I get
    <value>
• Each User Story has an associated Acceptance
  Criteria that is used to determine if the Story is
  completed
35


                                      Iteration planning

                  A Good User Story …
•  Independent
   ▫  Not overlap in concept and be able to schedule and implement them in any order
•  Negotiable
   ▫  Not an explicit contract for features; rather, details will be co-created by Product Owner and
      Team
•  Valuable
   ▫  Add business value
•  Estimated
   ▫  Just enough to help the Product Owner rank and schedule the story's implementation
•  Sized Appropriately
   ▫  Need to be small, such as a few person-days
•  Testable
   ▫  A characteristic of good requirements
36




Iteration Planning

• Select the top PB items for the iteration
       ▫  PO’s involvement is key and mandatory
• Team builds the task list for completing the
  stories
• Output in an Iteration Plan or Sprint Backlog
• Team makes a commitment at end of the
  planning session
Daily planning




Please dial in to (218) 895-4640   PIN: 3289145
38




     Daily planning: Daily Standup
• Meetings held in same location, same time,
  every day
• Time boxed at 15 minutes
• Helps the “team” to plan everyday
• Each Team member speaks to:
 ▫  What did I accomplish in the last 24 hours
 ▫  What do I plan to accomplish in the next 24 hours
 ▫  Any impediments getting in the way of my work
39



      Daily Planning: Taskboard
• Active visual indicator
  of flow of work
• Should be visible to
  team members at all
  times
• Kept current by the
  team
• Reflection of Iteration
  commitment vrs
  reality
40




         Daily planning : Burndown

•  Shows daily
   progress in the
   Sprint
•  X-axis is the
   number of days
   in the Sprint
•  Y-axis is the
   number of
   remaining
   stories
41




    What is in it for me? (Customer)
• As a customer , I am
 ▫ Kept closer to reality of the project
   during execution phase
 ▫ Involved in Release planning and
   prioritization
 ▫ Able to make priority changes at
   Iteration boundaries
42




What is in it for me? (Leadership)
• As a Leader , I want
 ▫ To understand progress in terms of
   real progress made on product .

 ▫ Better deal with changing business
   priorities
43




What is in it for me? ( Team Member)
• As a team member, I want
 ▫ Able to make a realistic
   commitments
 ▫ Provide estimated based of past data
 ▫ Right balance between planning and
   doing
44




Learn By Doing
• Apply few practices at a time
• Understand the values and
  foundations
• Inspect and Adapt
• Experience the Joy of Being Agile
45


Experiential Training
46




Pay-it-forward / Donation only
-- 1 day Agile & Scrum Training
- July 15th – Irvine    - July 29th – New York
- July 18th – Seattle   - July 30th – Boulder
- July 22 nd – Simi     - August 12th - Irvine
  Valley                - August 26th – Atlanta
- July 23rd – Phoenix   - August 26th – SFO
- July 27th – Boston    - Sep 30th - Boston
47




User groups /Communities
• APLN – Agile Project Leadership Network
• Scrum Alliance – Scrum User Groups
• Online User Groups
 Scrum Alliance
48




Q&A
49




Few thoughts….

• Planning is important
• Plan as often and spend as less time
  as possible each time
• Plan changes, embrace reality and
  change your plan every time you plan
50




Donation only 1 day Trainings
▫  Irvine – July 15th
     http://agile.conscires.com/1-day-agile-scrum-training-irvine-05/
▫  Seattle – July 18th
     http://agile.conscires.com/agile-scrum-training-seattle-03/
▫  Boston – July 27th
     http://agile.conscires.com/1-day-agile-scrum-training-
      boston-03/
▫  New York– July 29th
     http://agile.conscires.com/1-day-agile-scrum-training-
      newjersy-01/
51




Thank you !
• More Resources at
 ▫  http://agile.conscires.com/suggested-reading-list-
    and-resources/

 Contact Info
   Bachan Anand
   Bachan.anand@conscires.com
   949-232-8900
   http://www.linkedin.com/in/bachan

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Agile Estimation & Planning by Bachan Anand

  • 1. Agile Estimation and Planning Prepared by Bachan Anand We will be starting at 12:00 PM PST/ 3:00 PM EST Please dial in to (218) 895-4640 PIN: 3289145 Or Dial using VOIP
  • 2. 2 Agenda • Overview of Agile and Scrum • Vision and Product • Agile planning • Release Planning • Iteration Planning • Daily Planning • Q&A Please dial in to (218) 895-4640 PIN: 3289145
  • 3. Overview of Agile and Scrum Please dial in to (218) 895-4640 PIN: 3289145
  • 4. 4 Overview of Agile and Scrum Agile Manifesto • Agile is a set of values: ▫ Individuals and interactions over processes and tools ▫ Working software (Products) over comprehensive documentation ▫ Customer collaboration over contract negotiation ▫ Responding to change over following a plan Please dial in to (218) 895-4640 PIN: 3289145
  • 5. 5 Overview of Agile and Scrum Agile Principles • Highest priority is to satisfy the customer through early and continuous delivery of valuable software/products • Welcome changing requirements • Deliver working software (product) frequently • Business people and developers must work together daily throughout the project Please dial in to (218) 895-4640 PIN: 3289145
  • 6. 6 Overview of Agile and Scrum Agile Principles • Build projects around motivated individuals • Most efficient and effective method of conveying information is face-to-face conversation • Working software (product) is the primary measure of progress • Agile processes promote sustainable development (maintain a constant pace indefinitely) Please dial in to (218) 895-4640 PIN: 3289145
  • 7. 7 Overview of Agile and Scrum Agile Principles …cont’d •  Continuous attention to technical excellence and good design enhances agility •  Simplicity (art of maximizing amount of work not done) is essential •  Best architectures, requirements, and designs emerge from self-organizing teams •  At regular intervals, team reflects on how to become more effective, then tunes and adjusts http://agilemanifesto.org/principles.html Please dial in to (218) 895-4640 PIN: 3289145
  • 8. 8 Overview of Agile and Scrum What is Scrum •  Scrum is an Agile framework that supports lightweight processes that emphasize: ▫  Incremental deliveries ▫  Quality of Product ▫  Continuous improvement ▫  Discovery of people’s potential •  Scrum is simple to understand, but requires discipline in order to be successful •  Scrum is not a methodology
  • 9. 9 Overview of Agile and Scrum Foundations of Scrum •  Empiricism ▫  Detailed up-front planning and defined processes are replaced by just-in-time Inspect and Adapt cycles •  Self-Organization ▫  Small teams manage their own workload and organize themselves around clear goals and constraints •  Prioritization ▫  Do the next right thing •  Rhythm ▫  Allows teams to avoid daily noise and focus on delivery •  Collaboration ▫  Leaders and customers work with the Team, rather than directing them
  • 10. 10 Overview of Agile and Scrum Core Values •  Transparency ▫  Everything about a project is visible to everyone •  Commitment ▫  Be willing to commit to a goal •  Courage ▫  Have the courage to commit, to act, to be open and to expect respect •  Focus ▫  Focus all of your efforts and skills on doing the work that you have committed to doing •  Respect ▫  Respect and trust the different people who comprise a team
  • 11. 11 Iteration Sprint Cycle
  • 12. Vision and Product Please dial in to (218) 895-4640 PIN: 3289145
  • 13. 13 The Product Vision----Why? • The Vision serves as a common bonding to the Project, every participant needs to understand and share it, to be able to contribute effectively
  • 14. 14 The Vision Board - Visible to the team - Maintained by the Product Owner/ Customer
  • 15. 15 Role: Product Owner • Thought Leader and Visionary • Steers the Product Vision (for example, with Story Mapping) • Prioritizes the Goals - User Stories • Maintains the Product Backlog with the team • Accepts the Working Product (on behalf of the customer)
  • 16. Agile planning Please dial in to (218) 895-4640 PIN: 3289145
  • 17. 17 Why Plan? • Gives the Product Owner & Customer Opportunity to explain the vision, goals and requirements. • Helps in fulfillment of customer specification. • Communicate the bigger picture to team members • Keep team's focus on what can be achieved
  • 18. 18 Why We Need Plans? • To predict the future •  To communicate our expectation • To be able to compare our predictions with the reality we are facing • To guide us to the desired situation/state
  • 19. 19 What is a good plan? ►  A good plan is one that supports reliable decision-making ►  One that increases in accuracy and precision over time   We’ll be done in the fourth quarter   We’ll be done in November   We’ll be done November 7th “It is better to be roughly right than precisely wrong.” -John Maynard Keynes
  • 20. 20 What makes planning “Agile”? •  ocus F on planning – not the plan •  e R plan based on reality •  nvolve I people who are doing the work in planning •  alance B benefit and investment •  daptive A to change and learning •  lans P are easily changed •  lanning P is continuous throughout the project
  • 23. 23 The Goals Of Release Planning •  A time question: How many iterations approximately will we need to deliver this rough scope having the resources we might have? •  Scope question: How much of this rough product backlog can we do within this range of sprints and having the resources we might have? •  Resources question: What resources do we need to accomplish this rough scope within this range of sprints? •  How rough can this be? What level of accuracy do we need? •  What things do we need to know to make each of these predictions?
  • 24. 24 The Goals Of Iteration Planning •  Duration is fixed. •  Resources are fixed and dedicated. •  Scope is open for discussions: how many backlog items (stories) can we do during the sprint? •  What level of accuracy do we need here? •  What we need to know to make the prediction?
  • 25. 25 The Goals Of Daily Planning •  Why we need this planning? •  How formal should this level of planning be? •  Who participated in Daily planning? •  Should you do it more often? •  Why is this usually out of scope in project running by a predictive process (e.g. waterfall)?
  • 26. Release planning Please dial in to (218) 895-4640 PIN: 3289145
  • 27. 27 Release Planning • How many iterations? • How much scope? • At what costs?
  • 28. 28 Estimating Backlog • Backlog items expressed as User Stories • Team estimates the Product Backlog • Estimated in relative size • Estimated 1 or 2 days before start of your iteration • Discussing during the estimation more important that the estimates • Planning Poker
  • 29. 29 Sizing Release/Product Backlog Product Backlog (Stories) Iteration Backlog (Tasks) Hours Story Points or Ideal Days
  • 30. 30 Estimate Size – Derive Duration
  • 31. 31 Velocity • A rate at which the team is able to convert product backlog items into working product. • Measured for each iteration • Expressed in relative size ▫  Story points ▫  Number of Stories • Used as a reference by teams when committing for the next Iteration
  • 32. 32 Release planning Release Burndown • Shows progress across Sprints • X-axis is the number of Sprints • Y-axis is the total number of stories
  • 33. Iteration planning Please dial in to (218) 895-4640 PIN: 3289145
  • 34. 34 Iteration planning Spirit behind User Stories • System requirements formulated as one or more sentences in the everyday or business language of the user ▫  As a <user>, I would like <function> so that I get <value> • Each User Story has an associated Acceptance Criteria that is used to determine if the Story is completed
  • 35. 35 Iteration planning A Good User Story … •  Independent ▫  Not overlap in concept and be able to schedule and implement them in any order •  Negotiable ▫  Not an explicit contract for features; rather, details will be co-created by Product Owner and Team •  Valuable ▫  Add business value •  Estimated ▫  Just enough to help the Product Owner rank and schedule the story's implementation •  Sized Appropriately ▫  Need to be small, such as a few person-days •  Testable ▫  A characteristic of good requirements
  • 36. 36 Iteration Planning • Select the top PB items for the iteration ▫  PO’s involvement is key and mandatory • Team builds the task list for completing the stories • Output in an Iteration Plan or Sprint Backlog • Team makes a commitment at end of the planning session
  • 37. Daily planning Please dial in to (218) 895-4640 PIN: 3289145
  • 38. 38 Daily planning: Daily Standup • Meetings held in same location, same time, every day • Time boxed at 15 minutes • Helps the “team” to plan everyday • Each Team member speaks to: ▫  What did I accomplish in the last 24 hours ▫  What do I plan to accomplish in the next 24 hours ▫  Any impediments getting in the way of my work
  • 39. 39 Daily Planning: Taskboard • Active visual indicator of flow of work • Should be visible to team members at all times • Kept current by the team • Reflection of Iteration commitment vrs reality
  • 40. 40 Daily planning : Burndown •  Shows daily progress in the Sprint •  X-axis is the number of days in the Sprint •  Y-axis is the number of remaining stories
  • 41. 41 What is in it for me? (Customer) • As a customer , I am ▫ Kept closer to reality of the project during execution phase ▫ Involved in Release planning and prioritization ▫ Able to make priority changes at Iteration boundaries
  • 42. 42 What is in it for me? (Leadership) • As a Leader , I want ▫ To understand progress in terms of real progress made on product . ▫ Better deal with changing business priorities
  • 43. 43 What is in it for me? ( Team Member) • As a team member, I want ▫ Able to make a realistic commitments ▫ Provide estimated based of past data ▫ Right balance between planning and doing
  • 44. 44 Learn By Doing • Apply few practices at a time • Understand the values and foundations • Inspect and Adapt • Experience the Joy of Being Agile
  • 46. 46 Pay-it-forward / Donation only -- 1 day Agile & Scrum Training - July 15th – Irvine - July 29th – New York - July 18th – Seattle - July 30th – Boulder - July 22 nd – Simi - August 12th - Irvine Valley - August 26th – Atlanta - July 23rd – Phoenix - August 26th – SFO - July 27th – Boston - Sep 30th - Boston
  • 47. 47 User groups /Communities • APLN – Agile Project Leadership Network • Scrum Alliance – Scrum User Groups • Online User Groups Scrum Alliance
  • 49. 49 Few thoughts…. • Planning is important • Plan as often and spend as less time as possible each time • Plan changes, embrace reality and change your plan every time you plan
  • 50. 50 Donation only 1 day Trainings ▫  Irvine – July 15th   http://agile.conscires.com/1-day-agile-scrum-training-irvine-05/ ▫  Seattle – July 18th   http://agile.conscires.com/agile-scrum-training-seattle-03/ ▫  Boston – July 27th   http://agile.conscires.com/1-day-agile-scrum-training- boston-03/ ▫  New York– July 29th   http://agile.conscires.com/1-day-agile-scrum-training- newjersy-01/
  • 51. 51 Thank you ! • More Resources at ▫  http://agile.conscires.com/suggested-reading-list- and-resources/ Contact Info Bachan Anand Bachan.anand@conscires.com 949-232-8900 http://www.linkedin.com/in/bachan