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Workshop facilitated by
Steve Loos
Operationalizing Your Org
To Respond To Change
Introduction
Steve Loos
• Founder, Da Vinci Software
• Founder, ScoreMonster
• 17 years in IT
• Industries:
– Healthcare
– Banking
– Legal
– Sports
• Who’s here?
• Attendee expectations
• Interactive workshop - 30-40 minutes then
open discussion
Survey
Topics
• Definition
• Events
• Business Case
• How
• Readiness
• Hybrid-pitfalls
• Wrap up
• Operationalize the
organization?
High-performing teams are…
• Functional
• Flexible
Now we operationalize by making this
• Repeatable (key to being operationalized)
• Efficient
Functional Teams
• Full stack capabilities (Vertical team)
• Trusted technology partners
• Testing: 25% manual / 75% automation
• Developer culture
– Test automation
– Unit testing
– Task stories
• Rotate Developers into SCM
• Diversify domain knowledge
• More?
Flexible
• Quickly re-org
• Separate development from
operations/support
• Project leadership consistency/foundation
• More?
Operationalize
• Repeatable = duplicate project team spin up
– Keep that high-performing team in place!
– And use that team as a model
• Efficient = improve project team spin up time
Topics
• Definition
• Events
• Business Case
• How
• Readiness
• Hybrid-pitfalls
• Wrap up
• Expect Bob
What about Bob? Expect Bob
What are your change events?
Roundtable discussion
Each group come up with 3-5
change events.
(5 minutes)
Common Change Events
• Staffing
• Requirements
• Technology
• Funding
• Priorities
Topics
• Definition
• Events
• Business Case
• How
• Readiness
• Hybrid-pitfalls
• Wrap up
• Why Plan for
Change?
• Your Rewards
Why should we plan
for change?
Graph by http://www.solutionsiq.com/
http://www.agilemanifesto.org/
Your organizations readiness?
Roundtable discussion
(5 minutes)
Your Rewards
• React to the market quicker
• Stay on cutting edge of technology
advances
• Higher staff retention
– Keep staff challenged and engaged
– Offer more diverse roles and opportunities
• Improved work/life balance
• Others?
Topics
• Definition
• Events
• Business Case
• How
• Readiness
• Hybrid-pitfalls
• Wrap up
• Leadership
• Staffing Strategy
• Evangelize
• Development
• Operations
Leadership
IT and Business Execs/Managers/Product
Owners
• Understand and Engage
• Communicate and Evangelize
• Patience but while challenging staff
• Set goals
• Rotate leadership
Staffing: Wear Multiple Hats
• Product Owner can be an ScrumMaster
• Managers/Leads can be an Agile Coach,
ScrumMaster and/or Product Owner
• Testers can be a BA, Developer
• Developers can be a BA, Tester
Evangelize
• Market Initiatives and goals highly visible
– Post on walls
– Team meetings
– Performance reviews
– Intranet sites
– Others?
Be the Owner for a Day
What would you do to prepare your teams
for change?
Roundtable discussion
(5 minutes)
Development Culture
• Architecture to support platforms for a
portfolio of products
• Invest in research and development
• Test automation and Unit test baked into
the stories
• Developers and Testers tightly integrated
• Maintain transparency with “the business”
Operations
• Leverage SCM and Release Management
– Automated deployments
– Cloud-based testing environments
– Continuous integration
– Dashboards (technical and business)
• Engage client support into agile process
– Leverage their deep domain knowledge
– Make time for Ops stories!
Topics
• Definition
• Events
• Business Case
• How
• Readiness
• Hybrid-pitfalls
• Wrap up
Pulse check
Readiness Checklist
• Leadership / PMO Support
• Training no, coaching yes!
• Agile Charter
• Collaboration Tools (TFS, Jira, Rally, etc)
• Flex space
• Domain Knowledge Dependencies
– Product
– Technical
• Software Configuration Management practices
• Test automation
• Others?
Topics
• Definition
• Events
• Business Case
• How
• Readiness
• Hybrid-agile
• Wrap up
Pitfalls
Hybrid-Agile Pitfalls
Discuss hybrid-agile pitfalls and come up
with 3-5 items.
Roundtable discussion
(5 minutes)
Hybrid-Agile Pitfalls
• Project plans vs road maps
– Dates/hours vs features/priorities
• Estimating stories in days/hours
• Loss of sprint cadence
• Waterfall testing
– Stories not tested
– 4+ week regression testing period
• Others?
Readiness Assessment
• Interviews with Stakeholders & Team
• About a Week in Length
Topics
• Definition
• Events
• Business Case
• How
• Readiness
• Wrap up • Almost lunch time!
In Closing…
Takeaways
• Embrace Bob
• Where many hats
• Invest in Dev Ops and Test automation
• Stay true to the spirit of agility
Resources
Available for various kinds of coaching & consulting
(Team, PMO, Product Owner, Executive)
steve.loos@davincisoftware.com
LinkedIn:
www.linkedin.com/in/steveloos/

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Steve loos agile operationalizing your org