Promise is debt



                      Trouble in (agile) paradise
Marc Evers - marc@qwan.it
Willem van den Ende - willem@qwan.it
© 2008-2010 QWAN


Lean & Kanban Europe 2010, 24 September 2010
Overview

●
    About us
●
    Benefits
●   Our problem
●
    Systems Thinking
    in six simple steps
●   Summary
●
    Q&A
willem@qwan.it     rob@qwan.it   marc@qwan.it




                 www.qwan.it
Key points


       Most problems are systemic

          Look at whole & parts

Tackle root causes, instead of fire fighting

        Prevent local optimization
Our problem
  We taught everybody agile but....

       customers are unhappy

developers are preparing their resumes

          What happened?
        What can we do now?
How can we prevent this the next time?
We need to look at




                the whole system
Diagram of Effects – 6 Steps
1. tell the story
   −  ask questions, determine scope and focus question
2. collect variables
    − observable or measurable
    − behaviour over time

3. determine cause effect relations
4. look for loops
   −  reinforcing, stabilizing
5. simplify
   −  7 ± 2 variables - remove unrelated variables
    − split up the diagram

6. identify possible interventions
Step 1 – Tell the Story

Perceived Situation
Telling already gives inspiration
Try not to jump to solutions now
Story - Adding a customer

Who has 1 customer?
Who serves multiple customers?
Who has to share developers with other
 customers?
Manager in the middle

3 customers, 4 developers, 1 manager
'special features' for each customer
The road to hell is paved with good
            intentions
     Let's promise one 'special feature'
         to show what we can do
Step 2 – Collect Variables

        Simple names work best
      We use # to indicate numbers

Brainstorm: don't worry about relevance or
                 relations
Our variables

 Customer
satisfaction      Features
                  promised



  Customer
 expectations       Planned
                    features
Step 3 – Determine Cause Effect
            Relations

'Positive' Effect           'Negative' Effect

               B            A              B
 A




                    Delay

               A            B
Features    Customer      Planned
    promised   expectations   features



 Customer
satisfaction
Tell some more...
Developers work harder, but cut corners
More defects
Customers :(
Manager promises a bit more...
Features           Customer            Planned
   promised          expectations         features




 Customer                              Workload
satisfaction


                                           Pressure
                         Corners cut          to
           Defects
                                            deliver


                              Design
                               debt
Step ... “Oh yes, that reminds me”
Design debt makes each new feature
 more €xp€nsiv€



                                     velocity
                                      goes
                                       down
Features              Customer            Planned
                       promised             expectations         features



                    Customer                                  Workload
                   satisfaction


Probability that                  Defects        Corners           Pressure
promises will be                                   cut            to deliver
    fulfilled


                                                     Design
        Time needed for defects                       debt
           and new features
Step 4 – Identify Loops




     This gives focus for interventions

Even number of 'negative' effects: Snowball
            Odd: Stabilizing
Where are the loops?
                       Features              Customer            Planned
                       promised             expectations         features



                    Customer                                  Workload
                   satisfaction


Probability that                  Defects        Corners           Pressure
promises will be                                   cut            to deliver
    fulfilled


                                                     Design
        Time needed for defects                       debt
           and new features
Features              Customer            Planned
                       promised             expectations         features



                    Customer                                  Workload
                   satisfaction


Probability that                  Defects        Corners           Pressure
promises will be                                   cut            to deliver
    fulfilled


                                                     Design
        Time needed for defects                       debt
           and new features
Step 5 - Simplify




Remove Variables and Relations
What causes this?
Customers
  –   don't have a choice – well, that's what they think
  –   afraid to speak up and put up with it
  –   the product is really not that important
Developers try to make the best of it
  –   pride in craftsmanship over early escalation
Managers want to score
  –   escalation / early transparency equals losing face
However

Sooner or later, the system will collapse




                   People burn out
                   Developers leave
                   Customers give up
Step 6 - Identify possible
       interventions

Add Management Decision

     A            B



Remove Variable       Add Variable

    Defects
                          ?
What would you do to recover from this
              situation?
Use a 'gate'
                       Features              Customer            Planned
                       promised             expectations         features



                    Customer                                  Workload
                   satisfaction


Probability that                  Defects        Corners           Pressure
promises will be                                   cut            to deliver
    fulfilled


                                                     Design
        Time needed for defects                       debt
           and new features
Developers say 'no'
                       Features              Customer            Planned
                       promised             expectations         features



                    Customer                                  Workload
                   satisfaction


Probability that                  Defects        Corners           Pressure
promises will be                                   cut            to deliver
    fulfilled


                                                     Design
        Time needed for defects                       debt
           and new features
Don't overpromise
                       Features              Customer            Planned
                       promised             expectations         features



                    Customer                                  Workload
                   satisfaction


Probability that                  Defects        Corners           Pressure
promises will be                                   cut            to deliver
    fulfilled


                                                     Design
        Time needed for defects                       debt
           and new features
Recover
                       Features              Customer              Planned
                       promised             expectations           features


                                               Code
                    Customer                  Review            Workload
                   satisfaction


Probability that                  Defects        Corners             Pressure
promises will be                                   cut              to deliver
    fulfilled


                                                       Design
        Time needed for defects                         debt
           and new features
Higher level interventions (1)
Work on a clear product vision
  –   product boxes
  –   release early


Shield team from customer interruptions
  –   no let's just do this
  –   customer proxy / product owner / product manager
Higher level interventions (2)
Use more 'places to intervene in a system'
  –   but not too many

Change mental models – what is development now?
  –   change the cultural pattern
Creating a diagram of effects
1. tell the story
   −  ask questions, determine scope and focus question
2. collect variables
    − observable or measurable
    − behaviour over time

3. determine cause effect relations
4. look for loops
   −  reinforcing, stabilizing
5. simplify
   −  7 ± 2 variables - remove unrelated variables
    − split up the diagram

6. identify possible interventions
Systems thinking in practice
Pitfall: it's only the perception of the group that
                   makes the diagram
 Involvement leads to buy-in for interventions
      Diagram helps to explain it to others



                It's all about storytelling
                The diagram is a nice by-product
                Don't obsess over your models
It's not just a ... problem


difficult issues are technical,
 organizational and managerial
            all at once
                                 linear cause-effect
                                thinking is not enough
                              root causes are usually
                                       systemic
                               blaming someone else
                                    does not solve it
We need to look at




                the whole system
Seriously
Background
Gerald M. Weinberg, Quality Software Management Vol. 1-4
Peter M. Senge, The Fifth Discipline (1993)
Linda Booth Sweeney & Dennis Meadows, Systems Thinking
   Playbook (1995)
Poppendieck, Implementing Lean Software Development (2006)
Kent Beck, eXtreme Programming Explained (1999)
Donella H. Meadows, Places to Intervene in a System (1997)
   www.developerdotstar.com/mag/articles/places_intervene_system.html
Marc Evers & Willem van den Ende, Promise is Debt (2008)
   www.systemsthinking.net/publications/promise_is_debt_6-2-2008.pdf
Credits
wicked weather by alexdecarvalho - flickr.com/photos/adc/423172478/
Point! by Lisamarie Babik - flickr.com/photos/78453620@N00/1448178195
Earth, courtesy Apollo 17, and probably the most reproduced image of all time by
    woodleywonderworks - flickr.com/photos/wwworks/2222548359/in/photostream/
Our Milky Way Galaxy.. by Sir Mervs - flickr.com/photos/14150482@N02/2544902240
WHAT ARE YOU LOOKING AT? by nolifebeforecoffee - flickr.com/photos/55279617@N00/124659356
Artistic Wormhole by Steve Jurvetson - flickr.com/photos/44124348109@N01/2490285058
Measuring time © aussiegall - flickr.com/photos/aussiegall/286709039/
New Year's Resolution: 36/365 by Sasha Wolff – flickr.com/photos/27786290@N05/3171917389
dog on treadmill by Anne Norman – flickr.com/photos/29278394@N00/23844169
Free Loopy Colorful Background Wallpaper Creative Commons by D. Sharon Pruitt –
    flickr.com/photos/40645538@N00/447277429
Baker Hotel (half of it!) by Justin Cozart - flickr.com/photos/40011478@N00/2296478479
Which way? by Kevin Dooley – flickr.com/photos/12836528@N00/2445707568
Flickr images were collected using QWAN Labs PhotoSuggest - labs.qwan.it/photosuggest

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Promise is debt - A Systems Thinking perspective on technical debt - Marc Evers & Willem van den Ende

  • 1. Promise is debt Trouble in (agile) paradise Marc Evers - marc@qwan.it Willem van den Ende - willem@qwan.it © 2008-2010 QWAN Lean & Kanban Europe 2010, 24 September 2010
  • 2. Overview ● About us ● Benefits ● Our problem ● Systems Thinking in six simple steps ● Summary ● Q&A
  • 3. willem@qwan.it rob@qwan.it marc@qwan.it www.qwan.it
  • 4. Key points Most problems are systemic Look at whole & parts Tackle root causes, instead of fire fighting Prevent local optimization
  • 5. Our problem We taught everybody agile but.... customers are unhappy developers are preparing their resumes What happened? What can we do now? How can we prevent this the next time?
  • 6. We need to look at the whole system
  • 7. Diagram of Effects – 6 Steps 1. tell the story − ask questions, determine scope and focus question 2. collect variables − observable or measurable − behaviour over time 3. determine cause effect relations 4. look for loops − reinforcing, stabilizing 5. simplify − 7 ± 2 variables - remove unrelated variables − split up the diagram 6. identify possible interventions
  • 8. Step 1 – Tell the Story Perceived Situation Telling already gives inspiration Try not to jump to solutions now
  • 9. Story - Adding a customer Who has 1 customer? Who serves multiple customers? Who has to share developers with other customers?
  • 10. Manager in the middle 3 customers, 4 developers, 1 manager 'special features' for each customer
  • 11. The road to hell is paved with good intentions Let's promise one 'special feature' to show what we can do
  • 12. Step 2 – Collect Variables Simple names work best We use # to indicate numbers Brainstorm: don't worry about relevance or relations
  • 13. Our variables Customer satisfaction Features promised Customer expectations Planned features
  • 14. Step 3 – Determine Cause Effect Relations 'Positive' Effect 'Negative' Effect B A B A Delay A B
  • 15. Features Customer Planned promised expectations features Customer satisfaction
  • 16. Tell some more... Developers work harder, but cut corners More defects Customers :( Manager promises a bit more...
  • 17. Features Customer Planned promised expectations features Customer Workload satisfaction Pressure Corners cut to Defects deliver Design debt
  • 18. Step ... “Oh yes, that reminds me” Design debt makes each new feature more €xp€nsiv€ velocity goes down
  • 19. Features Customer Planned promised expectations features Customer Workload satisfaction Probability that Defects Corners Pressure promises will be cut to deliver fulfilled Design Time needed for defects debt and new features
  • 20. Step 4 – Identify Loops This gives focus for interventions Even number of 'negative' effects: Snowball Odd: Stabilizing
  • 21. Where are the loops? Features Customer Planned promised expectations features Customer Workload satisfaction Probability that Defects Corners Pressure promises will be cut to deliver fulfilled Design Time needed for defects debt and new features
  • 22. Features Customer Planned promised expectations features Customer Workload satisfaction Probability that Defects Corners Pressure promises will be cut to deliver fulfilled Design Time needed for defects debt and new features
  • 23. Step 5 - Simplify Remove Variables and Relations
  • 24. What causes this? Customers – don't have a choice – well, that's what they think – afraid to speak up and put up with it – the product is really not that important Developers try to make the best of it – pride in craftsmanship over early escalation Managers want to score – escalation / early transparency equals losing face
  • 25. However Sooner or later, the system will collapse People burn out Developers leave Customers give up
  • 26. Step 6 - Identify possible interventions Add Management Decision A B Remove Variable Add Variable Defects ?
  • 27. What would you do to recover from this situation?
  • 28. Use a 'gate' Features Customer Planned promised expectations features Customer Workload satisfaction Probability that Defects Corners Pressure promises will be cut to deliver fulfilled Design Time needed for defects debt and new features
  • 29. Developers say 'no' Features Customer Planned promised expectations features Customer Workload satisfaction Probability that Defects Corners Pressure promises will be cut to deliver fulfilled Design Time needed for defects debt and new features
  • 30. Don't overpromise Features Customer Planned promised expectations features Customer Workload satisfaction Probability that Defects Corners Pressure promises will be cut to deliver fulfilled Design Time needed for defects debt and new features
  • 31. Recover Features Customer Planned promised expectations features Code Customer Review Workload satisfaction Probability that Defects Corners Pressure promises will be cut to deliver fulfilled Design Time needed for defects debt and new features
  • 32. Higher level interventions (1) Work on a clear product vision – product boxes – release early Shield team from customer interruptions – no let's just do this – customer proxy / product owner / product manager
  • 33. Higher level interventions (2) Use more 'places to intervene in a system' – but not too many Change mental models – what is development now? – change the cultural pattern
  • 34. Creating a diagram of effects 1. tell the story − ask questions, determine scope and focus question 2. collect variables − observable or measurable − behaviour over time 3. determine cause effect relations 4. look for loops − reinforcing, stabilizing 5. simplify − 7 ± 2 variables - remove unrelated variables − split up the diagram 6. identify possible interventions
  • 35. Systems thinking in practice Pitfall: it's only the perception of the group that makes the diagram Involvement leads to buy-in for interventions Diagram helps to explain it to others It's all about storytelling The diagram is a nice by-product Don't obsess over your models
  • 36. It's not just a ... problem difficult issues are technical, organizational and managerial all at once linear cause-effect thinking is not enough root causes are usually systemic blaming someone else does not solve it
  • 37. We need to look at the whole system
  • 39. Background Gerald M. Weinberg, Quality Software Management Vol. 1-4 Peter M. Senge, The Fifth Discipline (1993) Linda Booth Sweeney & Dennis Meadows, Systems Thinking Playbook (1995) Poppendieck, Implementing Lean Software Development (2006) Kent Beck, eXtreme Programming Explained (1999) Donella H. Meadows, Places to Intervene in a System (1997) www.developerdotstar.com/mag/articles/places_intervene_system.html Marc Evers & Willem van den Ende, Promise is Debt (2008) www.systemsthinking.net/publications/promise_is_debt_6-2-2008.pdf
  • 40. Credits wicked weather by alexdecarvalho - flickr.com/photos/adc/423172478/ Point! by Lisamarie Babik - flickr.com/photos/78453620@N00/1448178195 Earth, courtesy Apollo 17, and probably the most reproduced image of all time by woodleywonderworks - flickr.com/photos/wwworks/2222548359/in/photostream/ Our Milky Way Galaxy.. by Sir Mervs - flickr.com/photos/14150482@N02/2544902240 WHAT ARE YOU LOOKING AT? by nolifebeforecoffee - flickr.com/photos/55279617@N00/124659356 Artistic Wormhole by Steve Jurvetson - flickr.com/photos/44124348109@N01/2490285058 Measuring time © aussiegall - flickr.com/photos/aussiegall/286709039/ New Year's Resolution: 36/365 by Sasha Wolff – flickr.com/photos/27786290@N05/3171917389 dog on treadmill by Anne Norman – flickr.com/photos/29278394@N00/23844169 Free Loopy Colorful Background Wallpaper Creative Commons by D. Sharon Pruitt – flickr.com/photos/40645538@N00/447277429 Baker Hotel (half of it!) by Justin Cozart - flickr.com/photos/40011478@N00/2296478479 Which way? by Kevin Dooley – flickr.com/photos/12836528@N00/2445707568 Flickr images were collected using QWAN Labs PhotoSuggest - labs.qwan.it/photosuggest