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Big Scrum – Team to Program
           Giora Morein | gmorein@bigvisible.com
           •     Co-Founder of BigVisible Solutions
           •     Certified Scrum Trainer (CST)
           •     Agile Coach
           •     Specialize in ramping up and scaling Agile and
                 Scrum teams.




                © 2009 BigVisible Solutions, Inc. All Rights Reserved
____ __ ____                                 _____ ____ ______
_____ _____                                  •  Project Initiation Roadmap
____ _____                                   •  Stakeholders
_____ _____
                                             •  Program Organizational Model
____ _____
                                             •  Distributed Teams
                                             •  Scaling Strategies
                                             •  Challenges and Success Factors




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Initiation Roadmap

                • Activities are concurrent
  ____ __ ____ _____ ____ ______
  _____ _____ • All artifacts are starting-points
  ____ _____    • Anything can be changed
  _____ _____
  ____ _____
Stakeholders




                                                                                                      Activity
                                           Define Goals
                                           & Objectives
               Stakeholder
   Identify




                                                                                                      Focus
               Meetings and
                Alignment


               Initiate Program


                                             Team Formation & Training


                                                                         Business Discovery


                                                                                        Iteration 0

                                                                                       Assessment




  © 2009 BigVisible Solutions, Inc.. All Rights Reserved
____ __ ____ _____ ____ ______
_____ _____
____ _____
_____ _____
____ _____
                                                         Stakeholders




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Stakeholder Model

____ __ ____ _____ ____ ______
        Goals
_____ _____
____ _____
        • Identify stakeholders and types
_____ _____
        • Define stakeholder roles
____ _____
                          • Align and educate stakeholders
                          • Define communication and interaction model
                          • Define cross-program goals
                          • Identify success measures




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Stakeholder Interaction

____ __ ____ _____ ____ ______ depends on
              Level of interaction
_____ _____         type of stakeholder
____ _____
_____ _____
____ _____                High: Daily



                                                          Med: Weekly


                                                          Low: Monthly




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Stakeholder Collaboration

              Level of collaboration depends on
____ __ ____ _____ ____ ______
_____ _____           type of stakeholder
____ _____
_____ _____
____ _____        High: On the Team/Program



                                                         Med: Extended Team/Program


                                                         Low: External to the Team




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Stakeholders Types
                      Create communication/collaboration
     ____ __ ____ _____ ____ ______
                                  strategy
     _____ _____
     ____ _____
     _____ _____



                                                                              high
1.  Project Consumers
     ____ _____                                                                                   3          2
                                                              Interaction Level
2. Project Implementers
3. Visitors & Guests
                                                                              medium
4. Project Dependency
5. Org. Stakeholders
                                                                                       4          1

                                                                                       5
                                                                              low




                                                                                       low      medium       high
                                                                                           Collaboration Level
    © 2009 BigVisible Solutions, Inc.. All Rights Reserved
____ __ ____ _____ ____ ______
_____ _____
____ _____
_____ _____
____ _____
                                                          Educating
                                                         Stakeholders




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Alignment & Education

____ __ ____ _____ ____ ______
          Truth: Agile Programs are Different
_____ _____
____ _____
          • New principles, practices and artifacts
_____ _____
____ _____• New vocabulary
          • Many traditional artifacts disappear
          • Education is required
          • It takes time to learn
          • It takes time to adjust
          • Stakeholders will need guidance




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Example: Stories

 ____ __ ____ _____ ____ ______
 _____ _____ are stories?
        What
 ____ _____ planning and building unit of Agile teams
        •  Basic
 _____ _____ capability that will provide value
        •  Small
        •  Avoids implementation details
 ____ _____
        •  Represents invitation to a future conversation




                     r I As a repeat va
As a vac ation planne    planner I w    cation                          As a user, I want to
                 tos of                                                 cancel a reservation
wan t to see pho         rebook a p
                                    ant to
                                   ast trip
hotel rooms




 © 2009 BigVisible Solutions, Inc.. All Rights Reserved
Example: Stories

 ____ __ ____ _____ ____ ______
 _____ _____    They are different
 ____ _____     •  Stories are not requirements
 _____ _____    •  Stories are not tickets
                •  Stories are not use-cases
 ____ _____     •  Stories are not a promise




                     r I As a repeat va
As a vac ation planne    planner I w    cation                          As a user, I want to
                 tos of                                                 cancel a reservation
wan t to see pho         rebook a p
                                    ant to
                                   ast trip
hotel rooms




 © 2009 BigVisible Solutions, Inc.. All Rights Reserved
Example: Reports

    ____ __ ____ _____ ____ ______
    _____ _____
New Reports and Diagnostics
    ____ _____
•  Agile reports must support decision-making
    _____ _____
•  Focus on business objectives
    ____ _____
•  Focus on productivity and completion rates
•  Little emphasis on change-reporting




  © 2009 BigVisible Solutions, Inc.. All Rights Reserved
____ __ ____ _____ ____ ______
_____ _____
____ _____
_____ _____
____ _____
                                                         The Program Model




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Program Organization

____ __ ____ _____ ____ ______
_____ _____ Goals
____ _____
_____ _____ • Independent team units
____ _____ • Distributed backlog management
            • High cross-team communication
            • Program-level feature prioritization
            • Team-level story prioritization




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
The Team

____ __ ____ _____ ____ ______
_____ _____
____ _____ Each team has a ScrumMaster
_____ _____
____ _____           SM




                                                    aka:
                                                       Team Lead
                                                       Project Manager



© 2009 BigVisible Solutions, Inc.. All Rights Reserved
The Team

____ __ ____ _____ ____ ______
_____ _____
____ _____Each team has a product owner
_____ _____
____ _____           SM



                                                            PO

                                                         aka:
                                                            Customer
                                                            Business
                                                            The Voice
                                                            The Truth

© 2009 BigVisible Solutions, Inc.. All Rights Reserved
The Team

____ __ ____ _____ ____ ______
_____ _____
         Each team has it’s own story backlog
____ _____
_____ _____
____ _____           SM



                                                                PO
                                                           BL
                                                         aka:
                                                            team backlog
                                                            backlog
                                                            stories


© 2009 BigVisible Solutions, Inc.. All Rights Reserved
The Team

____ __ ____ _____ ____ ______
   Each team plans, sizes, manages and executes
_____ _____
____ _____        its own backlog
_____ _____
____ _____            SM



                                                              PO
                                                         BL

                                    Team meets daily in “stand-ups”
                                             or Scrums



© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Program Coordination

         Program comprises of multiple teams
____ __ ____ _____ ____ ______
_____ _____
____ _____          SM SM SM SM




                                                                                                  daily
_____ _____
____ _____
        SM                                                    SM                   SM        SM



        PO                                                    PO                             PO
   BL                                                    BL                             BL
                                                                                   PO
                                                                              BL




                                                    Team leads meet regularly
                                                         aka:      Scrum-of-Scrums


© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Program Coordination

____ __ ____ _____ ____ ______
                         PM
_____ _____
____ _____          SM SM SM SM




                                                                                                  daily
_____ _____
____ _____
        SM                                                    SM                   SM        SM



        PO                                                    PO                             PO
   BL                                                    BL                             BL
                                                                                   PO
                                                                              BL




                                  Program is led by Program Manager
                                                              or:   Uber ScrumMaster


© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Product Coordination

____ __ ____ _____ ____ ______
_____ _____
____ _____ Product team leads meet regularly
_____ _____       aka: Meta-Scrum
____ _____
        SM                                                    SM                 SM        SM



        PO                                                    PO                           PO
   BL                                                    BL                           BL
                                                                                 PO
                                                                            BL




                                                                                                daily
                                                                   PO PO PO PO



© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Product Coordination

____ __ ____ _____ ____ ______
        Product Team is led by Product Director
_____ _____
____ _____
                  or: Chief Product Owner
_____ _____
____ _____
        SM                                                    SM                 SM        SM



        PO                                                    PO                           PO
   BL                                                    BL                           BL
                                                                                 PO
                                                                            BL




                                                                                                daily
                                                                   PO PO PO PO
                                                                      UPO

© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Product Coordination

____ __ ____ _____ ____ ______ consolidated
        Product Team prioritizes
_____ _____       Program Backlog
____ _____
_____ Program Backlog divided into team Backlogs
      _____
____ _____
        SM                                                    SM                 SM        SM



        PO                                                    PO                           PO
   BL                                                    BL                           BL
                                                                                 PO
                                                                            BL



                                                                      PBL

                                                                   PO PO PO PO
                                                                      UPO

© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Product Coordination
                  3 Product Management Models
____ __ ____ _____ ____ ______
_____ _____
                          1. Top-Down
____ _____
         •  Stories defined in Program Backlog
_____ _____
         •  Program Backlog split and distributed to teams
____ _____Requires extensive investment in Program Backlog
         • 
                               •  Only feasible in homogenous program

        SM                                                    SM              SM        SM



        PO                                                    PO                        PO
   BL                                                    BL                        BL
                                                                              PO
                                                                         BL




                                                                   PBL
© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Product Coordination
                 3 Product Management Models
____ __ ____ _____ ____ ______
_____ _____
                         2. Bottom-up
____ _____
          •  Features and Stories defined in Team Backlog
_____ _____
          •  Team feeds Program Backlog
____ _____ Typical in more heterogeneous environments
          • 
                                 •  Difficult to manage program-level priorities

        SM                                                    SM              SM        SM



        PO                                                    PO                        PO
   BL                                                    BL                        BL
                                                                              PO
                                                                         BL




                                                                   PBL
© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Product Coordination
                   3 Product Management Models
____ __ ____ _____ ____ ______
_____ _____
                             3. Hybrid
____ _____
         •  Features defined and prioritized at program-level
_____ _____
         •  Stories defined and prioritized at team-level
____ _____
         •  Features assigned based on capacity and subject
                            •  Supports complex prioritization

        SM                                                    SM              SM        SM



        PO                                                    PO                        PO
   BL                                                    BL                        BL
                                                                              PO
                                                                         BL




                                                                   PBL
© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Support Teams
          DBA’s                                                                       Architects
____ __ ____ _____ ____ ______
                         PM
          D D
_____ _____                                                                           A       A         A
____ _____          SM SM SM SM
_____ _____
____ _____
        SM                                                    SM                 SM                SM



        PO                                                    PO                                   PO
   BL                                                    BL                                   BL
                                                                                 PO
                                                                            BL



                                                                      PBL

                                                                   PO PO PO PO
                                                                                      Infrastructure
                                                                      UPO                 I   I         I

© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Scaling Large Programs

____ __ ____ _____ ____ ______
                    PM PM PM




                                                                                  weekly
_____ _____
____ _____
_____ _____
____ _____




                                                                                  weekly
                                                           UPO UPO UPO

© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Technical Coordination

____ __ Architecture____ ______
        ____ _____ team organized as program support
_____ _____
____ _____              A A A A
_____ _____
____ _____
        SM                  A                                 SM   A        SM   A        SM   A


        PO                                                    PO                          PO
   BL                                                    BL                          BL
                                                                            PO
                                                                       BL

                            Members of architecture team participate
                            in functional teams

                           Responsible for defining standards, technical debt
                           strategy, code ownership, high-level design etc.

                            Provide technical guidance and advice
© 2009 BigVisible Solutions, Inc.. All Rights Reserved
____ __ ____ _____ ____ ______
_____ _____
____ _____
_____ _____
____ _____
                                                         Distributed Teams




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Distributed vs. Virtual

____ __ ____ _____ ____ ______
_____ _____
    Virtual Team	
          Distributed Team	
  
____ _____
    Individuals in multiple Individuals co-located in
_____ _____
    remote locations        different locations
____ _____
             Never collaborate in person,                        Individuals collaborate in-person with
             regardless of location                              others in same location. Teams
                                                                 communicate virtually across locations

             Extremely high levels of                            Lower levels of geographic
             geographic dependencies                             dependencies




                                        We prefer Distributed teams
                                                    not
                                              Virtual Teams

© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Distributed Scrum Teams
                                                              B                     B
____ __ ____ _____ ____ ______                                L                     L
                                                                                             ScrumMaster
             SM              SM                                                         SM
_____ _____           PO              PO
                                                                                             Function 2 (Dev)
____ _____ location 1      location 2                                                        Function 3 (QA)
_____ _____
____ _____               B
                         L
                                         B
                                         L
                                                                                             Function 4 (UI/IA)
                                       SM                          SM
                                                                                        PO   Product Owner
                                                         PO                    PO

                                     location 3                   location 4
                                                                                        B    Backlog
                                                                                        L



                                 Each Team:
                                 •  has its own ScrumMaster
                                 •  has its own Product Backlog
                                 •  has a dedicated Product Owner
                                 •  can plan sprints independently
                                 •  can optimize itself
                                 •  is co-located

© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Anti-Pattern:
                                                     Functionally Silod Teams
____ __ ____ _____ ____ ______
_____ _____
                                                                       Function 1 (PM)
____ _____
_____ _____ 1
         location   location 2                                         Function 2 (Dev)
____ _____
                                                                       Function 3 (QA)

                                                                       Function 4 (Vis. Des)

                                location 3               location 4


                                 Each Team:
                                 •  Multi-location, multi-team project
                                 •  Each location is functionally organized
                                 •  Cross-functional teams are virtual
                                 •  High dependency across locations


© 2009 BigVisible Solutions, Inc.. All Rights Reserved
____ __ ____ _____ ____ ______
_____ _____
____ _____
_____ _____
____ _____
                                                         Scaling Strategies




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
How to Scale?
                2 Fundamental Approaches
____ __ ____ _____ ____ ______
_____ _____
____ _____          1. BIG BANG!
_____ _____
____ _____          2. Phased




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Big Bang

____ __ ____ _____ ____ ______
_____ _____
____ _____
_____ _____
____ _____



                                             Extremely Difficult and Inefficient
                                             •  Rushed team selection
                                             •  Bigger audience results in poorer training
                                             •  No time to establish rhythm
                                             •  Little time for coaching and maturation
                                             •  Poorer adoption
                                             •  Unhappy people


© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Phased

____ __ ____ _____ ____ ______
_____ _____Can be rapid or slow phased approach
____ _____ •  1-2 teams ramped up at a time
_____ _____•  Wider window to find the right people
____ _____ •  Easier to schedule
                                      •  Smaller audience being trained
                                      •  Easier for program to focus efforts
                                      •  Works best with coaching or mentoring
                                      •  Better adoption
                                      •  Happier people




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Example of Rapid Phase Model

____ __ ____ _____ ____ ______


                                Week



                                                 Week


                                                          Week


                                                                   Week


                                                                            Week


                                                                                      Week


                                                                                               Week


                                                                                                          Week


                                                                                                                     Week


                                                                                                                                Week


                                                                                                                                            Week


                                                                                                                                                        Week
_____ _____1      2         3        4    5        6                                                  7          8          9          10          11          12

____ _____     Training, Stories and
                                         Team 1                                                     Team 1                Team 1
_____ _____
          Mgt          Setup
                                       Iteration 1                                                Iteration 2           Iteration 3
                    Wave 1



                      Team 1

____ _____     Training, Stories and
                                         Team 2                                                     Team 2                Team 2
                                                           Setup
                                                                               Iteration 1        Iteration 2           Iteration 3
                                                          Team 2


                                                                     Training, Stories and
                                                                                                    Team 3               Team 3                  Team 3
                                                                             Setup
                                                                                                  Iteration 1          Iteration 2             Iteration 3
                     Wave 2




                                                                            Team 3

                                                                     Training, Stories and
                                                                                                    Team 4               Team 4                  Team 4
                                                                             Setup
                                                                                                  Iteration 1          Iteration 2             Iteration 3
                                                                            Team 4


                                                                                        Training, Stories and
                                                                                                                         Team 5                  Team 5
                                                                                                Setup
                                                                                                                       Iteration 1             Iteration 2
                     Wave 3




                                                                                               Team 5

                                                                                        Training, Stories and
                                                                                                                         Team 6                  Team 6
                                                                                                Setup
                                                                                                                       Iteration 1             Iteration 2
                                                                                               Team 6




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Example of Rapid Phase Model

____ __ ____ _____ ____ ______


                                Week



                                                 Week


                                                              Week


                                                                         Week


                                                                                     Week


                                                                                                 Week


                                                                                                            Week


                                                                                                                       Week


                                                                                                                                     Week


                                                                                                                                                 Week


                                                                                                                                                             Week


                                                                                                                                                                         Week
_____ _____1      2         3        4    5        6                                                               7          8             9           10          11          12

____ _____     Training, Stories and
                                         Team 1                                                                   Team 1                   Team 1
_____ _____
          Mgt          Setup
                                       Iteration 1                                                              Iteration 2              Iteration 3
                    Wave 1



                      Team 1

____ _____     Training, Stories and
                                         Team 2                                                                   Team 2                   Team 2
                                                            Setup
                                                                                        Iteration 1             Iteration 2              Iteration 3
                                                           Team 2
                                                         Week	
  1	
                        Week	
  2	
                          Week	
  3	
  
                                                Team
                                             Formulation                   Training, Stories and
                                                                                                                  Team 3                  Team 3                  Team 3
                                                                                   Setup
                                                                                                                Iteration 1             Iteration 2             Iteration 3
                     Wave 2




                                                                                  Team 3
                                                              Foundation Class
                                                                  Training
                                                                           Training, Stories and
                                                                                                                  Team 4                  Team 4                  Team 4
                                                                                   Setup
                                                                               Vision/Scope                     Iteration 1             Iteration 2             Iteration 3
                                                                                  Team 4
                                                                                 Workshop


                                                                                                        Story
                                                                                                    Training, Stories and
                                                                                                     Workshop                             Team 5                  Team 5
                                                                                                            Setup
                                                                                                                                        Iteration 1             Iteration 2
                     Wave 3




                                                                                                           Team 5
                                                                                                                   Sizing/Est.
                                                                                                                   Workshop
                                                                                                    Training, Stories and
                                                                                                                                          Team 6                  Team 6
                                                                                                             Setup
                                                                                                     Project Environment Setup          Iteration 1             Iteration 2
                                                                                                           Team 6
                                                                                Individual and Team Assessments




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
____ __ ____ _____ ____ ______
_____ _____
____ _____
_____ _____
____ _____
                                                         Challenges and
                                                         Success Factors




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Challenges with Scaling
                                                                  Agile
____ __ ____ _____ ____ ______
         Expect to deal with the following:
_____ _____
____ _____
         • Cross-program communication challenges
_____ _____
         • Cross-program coordination challenges
____ _____
         • Managing program backlog
         • Shared services and resources
         • Continuous education
         • External forces




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Common Pitfalls

____ __ ____ _____ ____ ______
_____ _____Avoid doing this:
____ _____
_____ _____• Ramping up too fast
____ _____ • Focusing on standardization
           • Creating conflicts of interest
           • Focusing on efficiencies early
           • Focusing on effort rather than results




© 2009 BigVisible Solutions, Inc.. All Rights Reserved
Keys to Success

____ __ ____ _____ ____ ______
   Do This:
_____ _____
____ _____
   • Get strong ScrumMasters and Product Owners
_____ _____
____ _____ executive support and dedication
   • Ensure
   • Manage to your bottlenecks
   • Continuously examine existing policies and practices
   • Think small – even when you’re Big!
   • Get guidance




© 2009 BigVisible Solutions, Inc.. All Rights Reserved

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AgilePalooza - BigScrum - Scaling Team To Program

  • 1. Big Scrum – Team to Program Giora Morein | gmorein@bigvisible.com •  Co-Founder of BigVisible Solutions •  Certified Scrum Trainer (CST) •  Agile Coach •  Specialize in ramping up and scaling Agile and Scrum teams. © 2009 BigVisible Solutions, Inc. All Rights Reserved
  • 2. ____ __ ____ _____ ____ ______ _____ _____ •  Project Initiation Roadmap ____ _____ •  Stakeholders _____ _____ •  Program Organizational Model ____ _____ •  Distributed Teams •  Scaling Strategies •  Challenges and Success Factors © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 3. Initiation Roadmap • Activities are concurrent ____ __ ____ _____ ____ ______ _____ _____ • All artifacts are starting-points ____ _____ • Anything can be changed _____ _____ ____ _____ Stakeholders Activity Define Goals & Objectives Stakeholder Identify Focus Meetings and Alignment Initiate Program Team Formation & Training Business Discovery Iteration 0 Assessment © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 4. ____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Stakeholders © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 5. Stakeholder Model ____ __ ____ _____ ____ ______ Goals _____ _____ ____ _____ • Identify stakeholders and types _____ _____ • Define stakeholder roles ____ _____ • Align and educate stakeholders • Define communication and interaction model • Define cross-program goals • Identify success measures © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 6. Stakeholder Interaction ____ __ ____ _____ ____ ______ depends on Level of interaction _____ _____ type of stakeholder ____ _____ _____ _____ ____ _____ High: Daily Med: Weekly Low: Monthly © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 7. Stakeholder Collaboration Level of collaboration depends on ____ __ ____ _____ ____ ______ _____ _____ type of stakeholder ____ _____ _____ _____ ____ _____ High: On the Team/Program Med: Extended Team/Program Low: External to the Team © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 8. Stakeholders Types Create communication/collaboration ____ __ ____ _____ ____ ______ strategy _____ _____ ____ _____ _____ _____ high 1.  Project Consumers ____ _____ 3 2 Interaction Level 2. Project Implementers 3. Visitors & Guests medium 4. Project Dependency 5. Org. Stakeholders 4 1 5 low low medium high Collaboration Level © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 9. ____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Educating Stakeholders © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 10. Alignment & Education ____ __ ____ _____ ____ ______ Truth: Agile Programs are Different _____ _____ ____ _____ • New principles, practices and artifacts _____ _____ ____ _____• New vocabulary • Many traditional artifacts disappear • Education is required • It takes time to learn • It takes time to adjust • Stakeholders will need guidance © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 11. Example: Stories ____ __ ____ _____ ____ ______ _____ _____ are stories? What ____ _____ planning and building unit of Agile teams •  Basic _____ _____ capability that will provide value •  Small •  Avoids implementation details ____ _____ •  Represents invitation to a future conversation r I As a repeat va As a vac ation planne planner I w cation As a user, I want to tos of cancel a reservation wan t to see pho rebook a p ant to ast trip hotel rooms © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 12. Example: Stories ____ __ ____ _____ ____ ______ _____ _____ They are different ____ _____ •  Stories are not requirements _____ _____ •  Stories are not tickets •  Stories are not use-cases ____ _____ •  Stories are not a promise r I As a repeat va As a vac ation planne planner I w cation As a user, I want to tos of cancel a reservation wan t to see pho rebook a p ant to ast trip hotel rooms © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 13. Example: Reports ____ __ ____ _____ ____ ______ _____ _____ New Reports and Diagnostics ____ _____ •  Agile reports must support decision-making _____ _____ •  Focus on business objectives ____ _____ •  Focus on productivity and completion rates •  Little emphasis on change-reporting © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 14. ____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ The Program Model © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 15. Program Organization ____ __ ____ _____ ____ ______ _____ _____ Goals ____ _____ _____ _____ • Independent team units ____ _____ • Distributed backlog management • High cross-team communication • Program-level feature prioritization • Team-level story prioritization © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 16. The Team ____ __ ____ _____ ____ ______ _____ _____ ____ _____ Each team has a ScrumMaster _____ _____ ____ _____ SM aka: Team Lead Project Manager © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 17. The Team ____ __ ____ _____ ____ ______ _____ _____ ____ _____Each team has a product owner _____ _____ ____ _____ SM PO aka: Customer Business The Voice The Truth © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 18. The Team ____ __ ____ _____ ____ ______ _____ _____ Each team has it’s own story backlog ____ _____ _____ _____ ____ _____ SM PO BL aka: team backlog backlog stories © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 19. The Team ____ __ ____ _____ ____ ______ Each team plans, sizes, manages and executes _____ _____ ____ _____ its own backlog _____ _____ ____ _____ SM PO BL Team meets daily in “stand-ups” or Scrums © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 20. Program Coordination Program comprises of multiple teams ____ __ ____ _____ ____ ______ _____ _____ ____ _____ SM SM SM SM daily _____ _____ ____ _____ SM SM SM SM PO PO PO BL BL BL PO BL Team leads meet regularly aka: Scrum-of-Scrums © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 21. Program Coordination ____ __ ____ _____ ____ ______ PM _____ _____ ____ _____ SM SM SM SM daily _____ _____ ____ _____ SM SM SM SM PO PO PO BL BL BL PO BL Program is led by Program Manager or: Uber ScrumMaster © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 22. Product Coordination ____ __ ____ _____ ____ ______ _____ _____ ____ _____ Product team leads meet regularly _____ _____ aka: Meta-Scrum ____ _____ SM SM SM SM PO PO PO BL BL BL PO BL daily PO PO PO PO © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 23. Product Coordination ____ __ ____ _____ ____ ______ Product Team is led by Product Director _____ _____ ____ _____ or: Chief Product Owner _____ _____ ____ _____ SM SM SM SM PO PO PO BL BL BL PO BL daily PO PO PO PO UPO © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 24. Product Coordination ____ __ ____ _____ ____ ______ consolidated Product Team prioritizes _____ _____ Program Backlog ____ _____ _____ Program Backlog divided into team Backlogs _____ ____ _____ SM SM SM SM PO PO PO BL BL BL PO BL PBL PO PO PO PO UPO © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 25. Product Coordination 3 Product Management Models ____ __ ____ _____ ____ ______ _____ _____ 1. Top-Down ____ _____ •  Stories defined in Program Backlog _____ _____ •  Program Backlog split and distributed to teams ____ _____Requires extensive investment in Program Backlog •  •  Only feasible in homogenous program SM SM SM SM PO PO PO BL BL BL PO BL PBL © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 26. Product Coordination 3 Product Management Models ____ __ ____ _____ ____ ______ _____ _____ 2. Bottom-up ____ _____ •  Features and Stories defined in Team Backlog _____ _____ •  Team feeds Program Backlog ____ _____ Typical in more heterogeneous environments •  •  Difficult to manage program-level priorities SM SM SM SM PO PO PO BL BL BL PO BL PBL © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 27. Product Coordination 3 Product Management Models ____ __ ____ _____ ____ ______ _____ _____ 3. Hybrid ____ _____ •  Features defined and prioritized at program-level _____ _____ •  Stories defined and prioritized at team-level ____ _____ •  Features assigned based on capacity and subject •  Supports complex prioritization SM SM SM SM PO PO PO BL BL BL PO BL PBL © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 28. Support Teams DBA’s Architects ____ __ ____ _____ ____ ______ PM D D _____ _____ A A A ____ _____ SM SM SM SM _____ _____ ____ _____ SM SM SM SM PO PO PO BL BL BL PO BL PBL PO PO PO PO Infrastructure UPO I I I © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 29. Scaling Large Programs ____ __ ____ _____ ____ ______ PM PM PM weekly _____ _____ ____ _____ _____ _____ ____ _____ weekly UPO UPO UPO © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 30. Technical Coordination ____ __ Architecture____ ______ ____ _____ team organized as program support _____ _____ ____ _____ A A A A _____ _____ ____ _____ SM A SM A SM A SM A PO PO PO BL BL BL PO BL Members of architecture team participate in functional teams Responsible for defining standards, technical debt strategy, code ownership, high-level design etc. Provide technical guidance and advice © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 31. ____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Distributed Teams © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 32. Distributed vs. Virtual ____ __ ____ _____ ____ ______ _____ _____ Virtual Team   Distributed Team   ____ _____ Individuals in multiple Individuals co-located in _____ _____ remote locations different locations ____ _____ Never collaborate in person, Individuals collaborate in-person with regardless of location others in same location. Teams communicate virtually across locations Extremely high levels of Lower levels of geographic geographic dependencies dependencies We prefer Distributed teams not Virtual Teams © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 33. Distributed Scrum Teams B B ____ __ ____ _____ ____ ______ L L ScrumMaster SM SM SM _____ _____ PO PO Function 2 (Dev) ____ _____ location 1 location 2 Function 3 (QA) _____ _____ ____ _____ B L B L Function 4 (UI/IA) SM SM PO Product Owner PO PO location 3 location 4 B Backlog L Each Team: •  has its own ScrumMaster •  has its own Product Backlog •  has a dedicated Product Owner •  can plan sprints independently •  can optimize itself •  is co-located © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 34. Anti-Pattern: Functionally Silod Teams ____ __ ____ _____ ____ ______ _____ _____ Function 1 (PM) ____ _____ _____ _____ 1 location location 2 Function 2 (Dev) ____ _____ Function 3 (QA) Function 4 (Vis. Des) location 3 location 4 Each Team: •  Multi-location, multi-team project •  Each location is functionally organized •  Cross-functional teams are virtual •  High dependency across locations © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 35. ____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Scaling Strategies © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 36. How to Scale? 2 Fundamental Approaches ____ __ ____ _____ ____ ______ _____ _____ ____ _____ 1. BIG BANG! _____ _____ ____ _____ 2. Phased © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 37. Big Bang ____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Extremely Difficult and Inefficient •  Rushed team selection •  Bigger audience results in poorer training •  No time to establish rhythm •  Little time for coaching and maturation •  Poorer adoption •  Unhappy people © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 38. Phased ____ __ ____ _____ ____ ______ _____ _____Can be rapid or slow phased approach ____ _____ •  1-2 teams ramped up at a time _____ _____•  Wider window to find the right people ____ _____ •  Easier to schedule •  Smaller audience being trained •  Easier for program to focus efforts •  Works best with coaching or mentoring •  Better adoption •  Happier people © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 39. Example of Rapid Phase Model ____ __ ____ _____ ____ ______ Week Week Week Week Week Week Week Week Week Week Week Week _____ _____1 2 3 4 5 6 7 8 9 10 11 12 ____ _____ Training, Stories and Team 1 Team 1 Team 1 _____ _____ Mgt Setup Iteration 1 Iteration 2 Iteration 3 Wave 1 Team 1 ____ _____ Training, Stories and Team 2 Team 2 Team 2 Setup Iteration 1 Iteration 2 Iteration 3 Team 2 Training, Stories and Team 3 Team 3 Team 3 Setup Iteration 1 Iteration 2 Iteration 3 Wave 2 Team 3 Training, Stories and Team 4 Team 4 Team 4 Setup Iteration 1 Iteration 2 Iteration 3 Team 4 Training, Stories and Team 5 Team 5 Setup Iteration 1 Iteration 2 Wave 3 Team 5 Training, Stories and Team 6 Team 6 Setup Iteration 1 Iteration 2 Team 6 © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 40. Example of Rapid Phase Model ____ __ ____ _____ ____ ______ Week Week Week Week Week Week Week Week Week Week Week Week _____ _____1 2 3 4 5 6 7 8 9 10 11 12 ____ _____ Training, Stories and Team 1 Team 1 Team 1 _____ _____ Mgt Setup Iteration 1 Iteration 2 Iteration 3 Wave 1 Team 1 ____ _____ Training, Stories and Team 2 Team 2 Team 2 Setup Iteration 1 Iteration 2 Iteration 3 Team 2 Week  1   Week  2   Week  3   Team Formulation Training, Stories and Team 3 Team 3 Team 3 Setup Iteration 1 Iteration 2 Iteration 3 Wave 2 Team 3 Foundation Class Training Training, Stories and Team 4 Team 4 Team 4 Setup Vision/Scope Iteration 1 Iteration 2 Iteration 3 Team 4 Workshop Story Training, Stories and Workshop Team 5 Team 5 Setup Iteration 1 Iteration 2 Wave 3 Team 5 Sizing/Est. Workshop Training, Stories and Team 6 Team 6 Setup Project Environment Setup Iteration 1 Iteration 2 Team 6 Individual and Team Assessments © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 41. ____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Challenges and Success Factors © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 42. Challenges with Scaling Agile ____ __ ____ _____ ____ ______ Expect to deal with the following: _____ _____ ____ _____ • Cross-program communication challenges _____ _____ • Cross-program coordination challenges ____ _____ • Managing program backlog • Shared services and resources • Continuous education • External forces © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 43. Common Pitfalls ____ __ ____ _____ ____ ______ _____ _____Avoid doing this: ____ _____ _____ _____• Ramping up too fast ____ _____ • Focusing on standardization • Creating conflicts of interest • Focusing on efficiencies early • Focusing on effort rather than results © 2009 BigVisible Solutions, Inc.. All Rights Reserved
  • 44. Keys to Success ____ __ ____ _____ ____ ______ Do This: _____ _____ ____ _____ • Get strong ScrumMasters and Product Owners _____ _____ ____ _____ executive support and dedication • Ensure • Manage to your bottlenecks • Continuously examine existing policies and practices • Think small – even when you’re Big! • Get guidance © 2009 BigVisible Solutions, Inc.. All Rights Reserved