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METRICS AT EVERY
(FLIGHT) LEVEL
ENABLING MANAGED EVOLUTION
matthew.r.philip@accenture.com
@mattphilip
2
ā€œTHE AGILE
TRANSFORMATIONā€
BDUF BPUF
(BIG PICTURE UP FRONT)
3
@mattphilip
REALITY
4
Unfinished church at St George’s in Bermuda , ā€œThe Folly of St. George’s"
5
AN ALTERNATIVE
ENABLING MANAGED EVOLUTION
METRICS AT EVERY
(FLIGHT) LEVEL
FLIGHT LEVELS KANBAN LENS
RUBRICS CUBE OF METRICS LEADERSHIP AT EVERY LEVEL
7
FLIGHT LEVELS
@mattphilip
A THINKING MODEL THAT
HELPS YOU FIND OUT WHERE
IN AN ORGANIZATION YOU
HAVE TO DO WHAT IN ORDER
TO ACHIEVE THE RESULTS
THAT YOU WANT
8
— Klaus Leopold
@mattphilip
9
Security UAT Deploy Done
Feature
Feature
Feature
Team Z
Analyze Develop Test Done
Feature
Feature
Feature
Team N
Analyze Develop Test Done
Feature
Feature
Feature
Team C
Analyze Develop Test Done
Feature
Feature
Feature
Team BPreconditResearch Select Done
Feature
Feature
Feature
Team Launch
Level 3: Strategic/Portfolio
Level 2: End-to-End Coordination
Level1: Operational
Prioritize
Coordinate
Deliver
Concept Realize Deliver Done
Flow 1
Flow 2
Flow 3
Concept Realize Deliver Done
Family 1
Flow 2
Flow 3
Experiment Realize Learn
KPI
KPI
KPI
Experiment Realize Learn
KPI
KPI
KPI
FLIGHT LEVELS
10
• The higher you fly, you have more of an
overview with fewer details.
• The lower you fly, you can see more
details but not the entire landscape.
• the effect of specific improvement
steps at different levels, and
• the most useful starting point within the
organization to begin improvements.
RELATES TO FLIGHT ALTITUDE: IS AN INSTRUMENT OF COMMUNICATION THAT REVEALS:
11
KANBAN LENS
THE KANBAN LENS IS A
WAY TO SEE YOUR WORK.
• WORK AS FLOW
• WORKFLOW AS
KNOWLEDGE-DISCOVERY
STEPS
• KNOWLEDGE WORK AS A
SERVICE
• ORGANIZATIONS AS
NETWORKS OF SERVICES
12
@mattphilip
LOOKING AT A CURRENT
ORGANIZATION THROUGH A
SERVICE-ORIENTED LENS
AND SEEING SERVICES WHERE
CURRENTLY PEOPLE ONLY SEE
FUNCTIONS AND SPECIALIZATIONS
IS LIBERATING AND EMPOWERING.
13
— David Anderson
14
LEADERSHIP AT
EVERY LEVEL
THE ABILITY TO INSPIRE
OTHERS TO ACTION THROUGH
EXAMPLE, WORDS, AND
REFLECTION. MOST
ORGANIZATIONS HAVE SOME
DEGREE OF HIERARCHICAL
STRUCTURE, BUT IN KANBAN
LEADERSHIP IS NEEDED AT
ALL LEVELS TO ACHIEVE
VALUE DELIVERY AND
IMPROVEMENT.
15
Leader
Follower-
Leader
Follower-
Leader
Follower-
Leader
Follower Follower Follower Follower Follower Follower
Leader
Leader LeaderLeader
Leader Leader Leader Leader Leader Leader
Leader-Follower
Leader-Leader
@mattphilip
ENCOURAGE ACTS OF
LEADERSHIP AT EVERY
LEVEL—FROM THE
INDIVIDUAL CONTRIBUTOR
TO SENIOR MANAGEMENT.
16
— Kanban Method’s third change-management principle
17
RUBRICS CUBE OF
METRICS
@mattphilip
TWO DIMENSIONS
18
Product
Service
Internal External
Delivery AspectPerspective
ā€œBuild
Thing
Rightā€
ā€œBuild
Right
Thingā€
How
What
@mattphilip
TWO DIMENSIONS
19
Product
Service
Internal External
Delivery Aspect
Perspective
Is our team
healthy?
Is our
product
healthy?
Is our
product fit
for its
purpose?
Is our
service
delivery fit
for its
purpose?
@mattphilip
TWO DIMENSIONS: METRICS
20
Product
Service
Internal External
• Team
happiness
• Engagement
• Flow
efficiency
• Delivery time
• Throughput
• Mean time to
restore
service
• Due-date
performance
• Revenue
• Market Share
• Usage (e.g.,
bounce rate)
• C-Sat
• App-store
rating
• Mean time to
restore build
• Code health
• Performance
Delivery Aspect
Perspective
@mattphilip
METRICS + FLIGHT LEVELS
21
Product
Service
Internal External
Is our team
healthy?
Is our
product
healthy?
Is our
product fit
for its
purpose?
Is our
service
delivery fit
for its
purpose?
Delivery Aspect
Perspective
@mattphilip
THIRD DIMENSION: LEVELS
22
Internal External
Viewpoint
ā€œBuild
Thing
Rightā€
ā€œBuild
Right
Thingā€
Product
Service
Perspective
How
What
Team/Operational
End-to-End/Coordination
Strategy/Portfolio
Level
@mattphilip
ā€œRUBRICS CUBEā€ OF METRICS
23
Service
Internal
External
Level
Delivery Aspect
Perspective
Team/Operational
End-to-End/Coordination
Strategy/Portfolio
Product
Service
Internal External
@mattphilip
ā€œRUBRICS CUBEā€ OF METRICS
24
Service
Internal
External
Level
Delivery Aspect
Perspective
Team/Operational
End-to-End/Coordination
Strategy/Portfolio
Product
Service
Internal External
Team-Level
Employee
Engagement
@mattphilip
ā€œRUBRICS CUBEā€ OF METRICS
25
Service
Internal
External
Level
Delivery Aspect
Perspective
Team/Operational
End-to-End/Coordination
Strategy/Portfolio
Product
Service
Internal External
End-to-end
delivery time
@mattphilip
ā€œRUBRICS CUBEā€ OF METRICS
26
Service
Internal
External
Level
Delivery Aspect
Perspective
Team/Operational
End-to-End/Coordination
Strategy/Portfolio
Product
Service
Internal External
Market Share
@mattphilip
ā€œRUBRICS CUBEā€ OF METRICS
27
Service
Internal
External
Level
Delivery Aspect
Perspective
Team/Operational
End-to-End/Coordination
Strategy/Portfolio
Product
Service
Internal External
Delivery Time
28
METRICS AT
EVERY (FLIGHT)
LEVEL: IN ACTION
@mattphilip
COMMON APPROACH TO AGILE
29
Agile Teams
Deliver
How do I monitor
someone’s
performance?
What’s our velocity?
How do I know if
teams are doing well?
How many teams are
ā€œagileā€?
Why don’t we get
everyone on Jira?
Why is Team A’s
velocity lower than
Team B’s?!
I’m not a
scrum master or
product owner, so what
do I do in agile?
Why do we need to do
these ā€œceremoniesā€?
How many stories did
you complete?
Management
Executives
@mattphilip
A LEADER WHO BELIEVES THAT HE CAN MAKE A
POSITIVE DIFFERENCE THROUGH CONTINUAL
PERSONAL INTERVENTIONS IS USUALLY
DELUDING HIMSELF. HE THEREBY TAKES OVER
THINGS OTHER PEOPLE ARE SUPPOSED TO BE
DOING, EFFECTIVELY DISPENSING WITH THEIR
EFFORTS, AND MULTIPLIES HIS OWN TASKS TO
SUCH AN EXTENT THAT HE CAN NO LONGER
CARRY THEM ALL OUT…
30
— Helmuth Von Moltke
@mattphilip
…THE DEMANDS MADE ON A SENIOR
COMMANDER ARE SEVERE ENOUGH AS IT
IS. IT IS FAR MORE IMPORTANT THAT
THE PERSON AT THE TOP RETAINS A
CLEAR PICTURE OF THE OVERALL
SITUATION THAN WHETHER SOME
PARTICULAR THING IS DONE THIS WAY
OR THAT.
31
— Helmuth Von Moltke
@mattphilip
32
Level 3: Strategic/Portfolio
Level 2: End-to-End Coordination
Level1: Operational
Prioritize
Coordinate
Deliver
Outcomes:
• Faster time to market (by 20%)
• Better due-date performance (90%)
• More competitive products (#1 in total addressable
market)
• More engaged employees
Product Groups
• Cycle time
• Discard rate
• Engagement
Strategies
• User engagement
• DevOps and tech modernization
• Employee empowerment and engagement
• Limit system WIP
Product
• Cycle time
• WIP
• Unit tests
• Engagement
Development
• Cycle time
• MTTR
• Engagement
Operations
• End-to-end delivery time
• Employee Engagement
• Product win rate
• Value-Added Work ratio
• WIP
Strategy
Reviews
Operations
Reviews
Service-
Delivery
Reviews
@mattphilip
33
Level 2: End-to-End Coordination
Level1: Operational
Coordinate
Deliver
Product Groups
Product Development Operations
WIP!WIP!
WIP!
WIP!
WIP!WIP! WIP!
ROOT OF ALL EVIL: ORGANIZATIONAL WIP?
@mattphilip
THE HIGHER THE LEVEL OF COMMAND, THE
SHORTER AND MORE GENERAL THE ORDERS
SHOULD BE. THE NEXT LEVEL DOWN
SHOULD ADD WHATEVER FURTHER
SPECIFICATION IT FEELS TO BE NECESSARY,
AND THE DETAILS OF EXECUTION ARE LEFT
TO VERBAL INSTRUCTIONS OR PERHAPS A
WORD OF COMMAND…
34
— Helmuth Von Moltke
@mattphilip
…THIS ENSURES THAT EVERYONE
RETAINS FREEDOM OF MOVEMENT
AND DECISION WITHIN THE
BOUNDS OF THEIR AUTHORITY.
35
— Helmuth Von Moltke
@mattphilip
36
Level 3: Strategic/Portfolio
Level 2: End-to-End Coordination
Level1: Operational Services
Prioritize
Coordinate
Deliver
What really matters to
our organization?
Why are we doing this
transformation?
How fit-for-purpose is
this service?
What do our
customers value and
care about?
How do these
services help us
execute our strategy?
Which services
should we throttle up or
down?
How might we
optimize on the whole?
What do our
consumers value?
How does this
experiment impact our
KPIs?
@mattphilip
AT FLIGHT LEVEL 2 AND
3, IT ISN’T ABOUT THE
BOARD. THE SYSTEM
REPRESENTS THE POINTS
OF COMMUNICATION.
37
— Klaus Leopold
38
How my work connects to and impacts the organization’s
purpose
Where to provide the most leverage
The measurements by which we manage experiments
The minimal amount of specificity that I need to provide in order
to help others make aligned decisions
METRICS AT
EVERY (FLIGHT)
LEVEL
COMMUNICATE:
@mattphilip
39
1.MODEL SERVICES IN FLIGHT LEVELS
2.AGREE ON ORGANIZATIONAL GOALS
3.IDENTIFY METRICS AT EVERY LEVEL (LEADING AND LAGGING)
4.MAKE WORK VISIBLE
5.ENSURE ALL WORK (AND METRICS) CONNECT TO THE TOP
6.USE CADENCES TO INSPECT AND ADAPT
Takeaways for tomorrow
Sources and Resources
• PRACTICAL KANBAN
• ESSENTIAL KANBAN CONDENSED
• THE ART OF ACTION
• HTTPS://WWW.KANBANMATURITYMODEL.COM/
• HTTPS://WWW.LEANABILITY.COM/EN/BLOG-EN/2017/04/FLIGHT-LEVELS-THE-
ORGANIZATIONAL-IMPROVEMENT-LEVELS/
• HTTPS://MATTPHILIP.WORDPRESS.COM/2020/01/31/FLIGHT-LEVELS-AND-METRICS/
• HTTPS://WWW.REDDIT.COM/R/PROCRASTITECTURE/
• HTTPS://WWW.FLICKR.COM/PHOTOS/ANDREWMALONE/6617176639
• HTTPS://XPROCESS.BLOGSPOT.COM/2018/02/THE-KANBAN-LENS-WAY-TO-SEE.HTML

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Metrics at Every (Flight) Level [2020 Agile Kanban Istanbul FlowConf]

  • 1. METRICS AT EVERY (FLIGHT) LEVEL ENABLING MANAGED EVOLUTION matthew.r.philip@accenture.com @mattphilip
  • 4. @mattphilip REALITY 4 Unfinished church at St George’s in Bermuda , ā€œThe Folly of St. George’s"
  • 6. ENABLING MANAGED EVOLUTION METRICS AT EVERY (FLIGHT) LEVEL FLIGHT LEVELS KANBAN LENS RUBRICS CUBE OF METRICS LEADERSHIP AT EVERY LEVEL
  • 8. @mattphilip A THINKING MODEL THAT HELPS YOU FIND OUT WHERE IN AN ORGANIZATION YOU HAVE TO DO WHAT IN ORDER TO ACHIEVE THE RESULTS THAT YOU WANT 8 — Klaus Leopold
  • 9. @mattphilip 9 Security UAT Deploy Done Feature Feature Feature Team Z Analyze Develop Test Done Feature Feature Feature Team N Analyze Develop Test Done Feature Feature Feature Team C Analyze Develop Test Done Feature Feature Feature Team BPreconditResearch Select Done Feature Feature Feature Team Launch Level 3: Strategic/Portfolio Level 2: End-to-End Coordination Level1: Operational Prioritize Coordinate Deliver Concept Realize Deliver Done Flow 1 Flow 2 Flow 3 Concept Realize Deliver Done Family 1 Flow 2 Flow 3 Experiment Realize Learn KPI KPI KPI Experiment Realize Learn KPI KPI KPI
  • 10. FLIGHT LEVELS 10 • The higher you fly, you have more of an overview with fewer details. • The lower you fly, you can see more details but not the entire landscape. • the effect of specific improvement steps at different levels, and • the most useful starting point within the organization to begin improvements. RELATES TO FLIGHT ALTITUDE: IS AN INSTRUMENT OF COMMUNICATION THAT REVEALS:
  • 12. THE KANBAN LENS IS A WAY TO SEE YOUR WORK. • WORK AS FLOW • WORKFLOW AS KNOWLEDGE-DISCOVERY STEPS • KNOWLEDGE WORK AS A SERVICE • ORGANIZATIONS AS NETWORKS OF SERVICES 12
  • 13. @mattphilip LOOKING AT A CURRENT ORGANIZATION THROUGH A SERVICE-ORIENTED LENS AND SEEING SERVICES WHERE CURRENTLY PEOPLE ONLY SEE FUNCTIONS AND SPECIALIZATIONS IS LIBERATING AND EMPOWERING. 13 — David Anderson
  • 15. THE ABILITY TO INSPIRE OTHERS TO ACTION THROUGH EXAMPLE, WORDS, AND REFLECTION. MOST ORGANIZATIONS HAVE SOME DEGREE OF HIERARCHICAL STRUCTURE, BUT IN KANBAN LEADERSHIP IS NEEDED AT ALL LEVELS TO ACHIEVE VALUE DELIVERY AND IMPROVEMENT. 15 Leader Follower- Leader Follower- Leader Follower- Leader Follower Follower Follower Follower Follower Follower Leader Leader LeaderLeader Leader Leader Leader Leader Leader Leader Leader-Follower Leader-Leader
  • 16. @mattphilip ENCOURAGE ACTS OF LEADERSHIP AT EVERY LEVEL—FROM THE INDIVIDUAL CONTRIBUTOR TO SENIOR MANAGEMENT. 16 — Kanban Method’s third change-management principle
  • 18. @mattphilip TWO DIMENSIONS 18 Product Service Internal External Delivery AspectPerspective ā€œBuild Thing Rightā€ ā€œBuild Right Thingā€ How What
  • 19. @mattphilip TWO DIMENSIONS 19 Product Service Internal External Delivery Aspect Perspective Is our team healthy? Is our product healthy? Is our product fit for its purpose? Is our service delivery fit for its purpose?
  • 20. @mattphilip TWO DIMENSIONS: METRICS 20 Product Service Internal External • Team happiness • Engagement • Flow efficiency • Delivery time • Throughput • Mean time to restore service • Due-date performance • Revenue • Market Share • Usage (e.g., bounce rate) • C-Sat • App-store rating • Mean time to restore build • Code health • Performance Delivery Aspect Perspective
  • 21. @mattphilip METRICS + FLIGHT LEVELS 21 Product Service Internal External Is our team healthy? Is our product healthy? Is our product fit for its purpose? Is our service delivery fit for its purpose? Delivery Aspect Perspective
  • 22. @mattphilip THIRD DIMENSION: LEVELS 22 Internal External Viewpoint ā€œBuild Thing Rightā€ ā€œBuild Right Thingā€ Product Service Perspective How What Team/Operational End-to-End/Coordination Strategy/Portfolio Level
  • 23. @mattphilip ā€œRUBRICS CUBEā€ OF METRICS 23 Service Internal External Level Delivery Aspect Perspective Team/Operational End-to-End/Coordination Strategy/Portfolio Product Service Internal External
  • 24. @mattphilip ā€œRUBRICS CUBEā€ OF METRICS 24 Service Internal External Level Delivery Aspect Perspective Team/Operational End-to-End/Coordination Strategy/Portfolio Product Service Internal External Team-Level Employee Engagement
  • 25. @mattphilip ā€œRUBRICS CUBEā€ OF METRICS 25 Service Internal External Level Delivery Aspect Perspective Team/Operational End-to-End/Coordination Strategy/Portfolio Product Service Internal External End-to-end delivery time
  • 26. @mattphilip ā€œRUBRICS CUBEā€ OF METRICS 26 Service Internal External Level Delivery Aspect Perspective Team/Operational End-to-End/Coordination Strategy/Portfolio Product Service Internal External Market Share
  • 27. @mattphilip ā€œRUBRICS CUBEā€ OF METRICS 27 Service Internal External Level Delivery Aspect Perspective Team/Operational End-to-End/Coordination Strategy/Portfolio Product Service Internal External Delivery Time
  • 29. @mattphilip COMMON APPROACH TO AGILE 29 Agile Teams Deliver How do I monitor someone’s performance? What’s our velocity? How do I know if teams are doing well? How many teams are ā€œagileā€? Why don’t we get everyone on Jira? Why is Team A’s velocity lower than Team B’s?! I’m not a scrum master or product owner, so what do I do in agile? Why do we need to do these ā€œceremoniesā€? How many stories did you complete? Management Executives
  • 30. @mattphilip A LEADER WHO BELIEVES THAT HE CAN MAKE A POSITIVE DIFFERENCE THROUGH CONTINUAL PERSONAL INTERVENTIONS IS USUALLY DELUDING HIMSELF. HE THEREBY TAKES OVER THINGS OTHER PEOPLE ARE SUPPOSED TO BE DOING, EFFECTIVELY DISPENSING WITH THEIR EFFORTS, AND MULTIPLIES HIS OWN TASKS TO SUCH AN EXTENT THAT HE CAN NO LONGER CARRY THEM ALL OUT… 30 — Helmuth Von Moltke
  • 31. @mattphilip …THE DEMANDS MADE ON A SENIOR COMMANDER ARE SEVERE ENOUGH AS IT IS. IT IS FAR MORE IMPORTANT THAT THE PERSON AT THE TOP RETAINS A CLEAR PICTURE OF THE OVERALL SITUATION THAN WHETHER SOME PARTICULAR THING IS DONE THIS WAY OR THAT. 31 — Helmuth Von Moltke
  • 32. @mattphilip 32 Level 3: Strategic/Portfolio Level 2: End-to-End Coordination Level1: Operational Prioritize Coordinate Deliver Outcomes: • Faster time to market (by 20%) • Better due-date performance (90%) • More competitive products (#1 in total addressable market) • More engaged employees Product Groups • Cycle time • Discard rate • Engagement Strategies • User engagement • DevOps and tech modernization • Employee empowerment and engagement • Limit system WIP Product • Cycle time • WIP • Unit tests • Engagement Development • Cycle time • MTTR • Engagement Operations • End-to-end delivery time • Employee Engagement • Product win rate • Value-Added Work ratio • WIP Strategy Reviews Operations Reviews Service- Delivery Reviews
  • 33. @mattphilip 33 Level 2: End-to-End Coordination Level1: Operational Coordinate Deliver Product Groups Product Development Operations WIP!WIP! WIP! WIP! WIP!WIP! WIP! ROOT OF ALL EVIL: ORGANIZATIONAL WIP?
  • 34. @mattphilip THE HIGHER THE LEVEL OF COMMAND, THE SHORTER AND MORE GENERAL THE ORDERS SHOULD BE. THE NEXT LEVEL DOWN SHOULD ADD WHATEVER FURTHER SPECIFICATION IT FEELS TO BE NECESSARY, AND THE DETAILS OF EXECUTION ARE LEFT TO VERBAL INSTRUCTIONS OR PERHAPS A WORD OF COMMAND… 34 — Helmuth Von Moltke
  • 35. @mattphilip …THIS ENSURES THAT EVERYONE RETAINS FREEDOM OF MOVEMENT AND DECISION WITHIN THE BOUNDS OF THEIR AUTHORITY. 35 — Helmuth Von Moltke
  • 36. @mattphilip 36 Level 3: Strategic/Portfolio Level 2: End-to-End Coordination Level1: Operational Services Prioritize Coordinate Deliver What really matters to our organization? Why are we doing this transformation? How fit-for-purpose is this service? What do our customers value and care about? How do these services help us execute our strategy? Which services should we throttle up or down? How might we optimize on the whole? What do our consumers value? How does this experiment impact our KPIs?
  • 37. @mattphilip AT FLIGHT LEVEL 2 AND 3, IT ISN’T ABOUT THE BOARD. THE SYSTEM REPRESENTS THE POINTS OF COMMUNICATION. 37 — Klaus Leopold
  • 38. 38 How my work connects to and impacts the organization’s purpose Where to provide the most leverage The measurements by which we manage experiments The minimal amount of specificity that I need to provide in order to help others make aligned decisions METRICS AT EVERY (FLIGHT) LEVEL COMMUNICATE:
  • 39. @mattphilip 39 1.MODEL SERVICES IN FLIGHT LEVELS 2.AGREE ON ORGANIZATIONAL GOALS 3.IDENTIFY METRICS AT EVERY LEVEL (LEADING AND LAGGING) 4.MAKE WORK VISIBLE 5.ENSURE ALL WORK (AND METRICS) CONNECT TO THE TOP 6.USE CADENCES TO INSPECT AND ADAPT Takeaways for tomorrow
  • 40. Sources and Resources • PRACTICAL KANBAN • ESSENTIAL KANBAN CONDENSED • THE ART OF ACTION • HTTPS://WWW.KANBANMATURITYMODEL.COM/ • HTTPS://WWW.LEANABILITY.COM/EN/BLOG-EN/2017/04/FLIGHT-LEVELS-THE- ORGANIZATIONAL-IMPROVEMENT-LEVELS/ • HTTPS://MATTPHILIP.WORDPRESS.COM/2020/01/31/FLIGHT-LEVELS-AND-METRICS/ • HTTPS://WWW.REDDIT.COM/R/PROCRASTITECTURE/ • HTTPS://WWW.FLICKR.COM/PHOTOS/ANDREWMALONE/6617176639 • HTTPS://XPROCESS.BLOGSPOT.COM/2018/02/THE-KANBAN-LENS-WAY-TO-SEE.HTML