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Agile Program Management
                                     Best Practices




                                          Pete Behrens
                                          Agile Organization & Process Coach
© 2009 Trail Ridge Consulting, LLC        pete@trailridgeconsulting.com   303.819.1809
Pete Behrens

    Agile Organization & Process Coach
               Certified Scrum Trainer
               Certified Scrum Coach
               Guide enterprise organizations in transitioning to an agile
                organization implementing agile methods
               Services for agile assessment, alignment, training and coaching

    Previous Experience
                      Led development of the requirements management solution
                       RequisitePro – a core product in the IBM Rational product line – using
                       the Rational Unified Process (RUP)
                      Consulted with EDS leading development of large data warehouse
                       solutions using Rapid Application Development (RAD)

© 2009 Trail Ridge Consulting, LLC                                                     2
Program Management


                   Program Management is the
                  process of managing several
            related projects or a portfolio of
                                     products



              Organization           Process    Product

© 2009 Trail Ridge Consulting, LLC                        3
Executive Summary



                            Effective Agile Program
                                     Management
                     has less to do with Process
                 than it does the Organization


© 2009 Trail Ridge Consulting, LLC                    4
Executive Summary



     Organizati                                ove              Proces
                                                r
        on                                                         s


              That is, while there is value in the items on
              the right, we value the items on the left more.


© 2009 Trail Ridge Consulting, LLC                                   5
Executive Summary



     Organizati                                   ove                Proces
                                                   r
        on                                                              s
               Individuals and                                         Process
                                                   over
                 Interactions                                         and Tools


              That is, while there is value in the items on
              the right, we value the items on the left more.
                                     www.agilemanifesto.org - 2001

© 2009 Trail Ridge Consulting, LLC                                                5
Executive Summary



               To effectively scale agility to a
                large complex programs - the
                            organization is the key




© 2009 Trail Ridge Consulting, LLC                    6
When an organization is small...


     focus                           communication   transparency




                                      ...are free.
© 2009 Trail Ridge Consulting, LLC                             7
Can’t we just scale it through
     Program Management?




                                     Program
                                     Manager




© 2009 Trail Ridge Consulting, LLC             8
In large organizations...
                                                    CIO, CTO,
                                                  VP Engineering


                        Product Line               Product Line         Product Line
                          Manager                    Manager              Manager



          Functional                 Functional            Functional                   Usability
           Manager                    Manager               Manager                    Engineering


                                                                                           DBA

 PMO

                                                                                       Infrastructure



     ...focus is challenged.                                                             Quality
                                                                                        Assurance

© 2009 Trail Ridge Consulting, LLC                                                                      9
In large organizations...

                                                           2000




                                     Communication Paths
                                                           1500

                                                           1000

                                                            500

                                                              0
                                                                  2   6      8    10   30    50
                                                                          Number of People

     ...communication breaks down.
© 2009 Trail Ridge Consulting, LLC                                                      10
In large organizations...




     ...transparency becomes opaque.
© 2009 Trail Ridge Consulting, LLC     11
Organization Problems lead to
     Program Problems
      Lack of Focus
      Lost Communication
      Little Transparency

                                     Leads to...
                                         Lack of Predictability
                                         Too many Dependencies
                                         Unknown Risks
                                         Low Quality
© 2009 Trail Ridge Consulting, LLC                          12
Conway’s Law

                                            Organizations which
                                             design systems are
                                           constrained to produce
                                          designs which are copies
                                            of the communication
Organization                                 structures of these
                                                organizations.




                                     Architecture
                                              http://www.melconway.com/law

© 2009 Trail Ridge Consulting, LLC                                 13
Organizational Flexibility is Key

               Organization communication
              complexities are manifested in
                     solution design
               Larger organizations are more
                           rigid
       Organizational flexibility is the key
          to building effective design
                    solutions        http://www.melconway.com/law

© 2009 Trail Ridge Consulting, LLC                            14
Agile Context


                                         Lean and Agile
                                           Principles



                                     Scrum Project & Product
                                       Leadership & Team
                                           Practices


                                     XP Development & Test
                                           Practices



© 2009 Trail Ridge Consulting, LLC                        15
Why was Scrum Created?

     TEAMS solve problems
     better than individuals




                                     Teams solve problems
                                     better incrementally in
                                     short TIMEBOXES
© 2009 Trail Ridge Consulting, LLC                        16
Why was Scrum Created?

                                      TEAM




© 2009 Trail Ridge Consulting, LLC
                                     TIMEBOX   17
Why was Scrum Created?

                                        TEAM

       focus                         communication   transparency




© 2009 Trail Ridge Consulting, LLC
                                     TIMEBOX                  18
Team members get direction
                 from multiple sources
                                                                    Work
                                                                  Products
                                                                                                     s
act                                                                                              tice
      ice
         s                                                                                   Prac
                                                        Product                      B est
                                                        Owner

       Work
                                            Architect              UI Designer
       Products
                                                        Scrum
                                                        Master                   Work
                                                                                 Products
                                            Technical
                                              Writer               Developer       Best
                                                                                          Prac
            es                                                                                   tices
      actic
Pr                                                      Tester
                            Work
                         Products
             © 2009 Trail Ridge Consulting, LLC                                                   19
Architect

              Multiple Scrum Teams
                                                                        Technical
                                                                          Writer
                                          Developer
                Scrum                                                                             Tester
                Master
r                                                Product
                                                 Owner           Tester                   Developer
                         Architect
eveloper
                                                                         UI Designer

                                                      Tester
                  Tester                                                         Scrum
                                                                                 Master         Developer
                                                                                                                     Archite
                                               Developer                Developer
oduct               Technical
wner                  Writer
                                                                                    Developer
                                                               Tester
        Developer
                                       Scrum                                                  Tester
                                       Master
                                                           Architect
          © 2009 Trail Ridge Consulting, LLC                                                                    20
Team                                                  Work
                                                           Products
        Focus
                                                Single
                                               Backlog
                                               Pipeline


                                               Product
                                               Owner

                                                                        Team
                                   Architect              UI Designer
                                                                        Characteristics
Best Practices
                                               Scrum                    •   Small
                                               Master
                                                                        •   Dedicated
                                   Technical                            •   Cross-functional
                                                          Developer
                                     Writer                             •   Co-located
                                                                        • Shared Focus
                                               Tester



    © 2009 Trail Ridge Consulting, LLC                                                21
Communication

                                     Fewer
                                     Roles
                                               Increases
                                             Communication




                                               Source: 2004 Patterns of Effective Organizations by Neil Harrison

© 2009 Trail Ridge Consulting, LLC                                                                         22
Communication

                                     Fewer
                                     Roles
                                               Increases
                                             Communication




                                               Source: 2004 Patterns of Effective Organizations by Neil Harrison

© 2009 Trail Ridge Consulting, LLC                                                                         22
Communication
                                               Sharing Work
                                               across Roles
                          Increases
                        Communication




                                     Source: 2004 Patterns of Effective Organizations by Neil Harrison
© 2009 Trail Ridge Consulting, LLC                                                                       23
Communication
                                               Sharing Work
                                               across Roles
                          Increases
                        Communication




                                     Source: 2004 Patterns of Effective Organizations by Neil Harrison
© 2009 Trail Ridge Consulting, LLC                                                                       23
Transparency
          Product & Release Cycle

                                                      Drives
                        Release
                         Vision


   Release                                                     Sprint & Daily Cycle
                                     Release Scope
   Planning
                                     And Boundaries


                                                                       Sprint
                                                      Review
                                                                      Planning
                                                        &
                                                      Adapt
                                         Feedback                                 Develop
                                                                                   & Test

© 2009 Trail Ridge Consulting, LLC                                                    24
Transparency




                                     ✓   Define a Quarterly release plan
                                     ✓   Align team sprint cycles within that plan
                                     ✓   Share team sprint reviews monthly


© 2009 Trail Ridge Consulting, LLC                                                   25
Shared Sprint Review




  Every team in the program presents its sprint results and release update
© 2009 Trail Ridge Consulting, LLC                                   26
APM Case Study Companies

                                     R&D Organization with over 500 people developing
                                     a suite of retail applications installed in most of the
                                     largest retail chains across the globe.

                                     IT Organization with over 300 people developing
                                     applications to support their B2B office product
                                     distribution and warehouse.

                                     R&D Organization with over 250 people developing
                                     a SaaS CRM platform and suite of applications
                                     supporting many Fortune 1000.

                                     R&D Organization with over 125 people developing
                                     a suite of applications for elementary education
                                     assessment through PDA devices.

                                     IT Organization with over 40 people developing
                                     applications to support their corporate and personal
                                     relocation business
© 2009 Trail Ridge Consulting, LLC                                                     27
What do we need to do?

     focus
               ✓ Solidify and focus teams
               ✓ Funnel projects and work items to teams
               ✓ Limit work to available teams

     communication
               ✓ Reduce the number of roles in the organization
               ✓ Share work across all roles more evenly

     transparency
               ✓ Create quarterly release plans
               ✓ Align team sprint cycles with a shared review
© 2009 Trail Ridge Consulting, LLC                           28
Executive Summary

                           APM is taking the high-
               performing team environment
             found in a single team/product
         environment and scaling it across
         a larger organization and product
                   portfolio without the loss of
                 productivity, predictability or
© 2009 Trail Ridge Consulting, LLC
                                     quality.        29
Summary

      Effective Agile Program Management
           requires...
                Focus - Teams that are more stable in
                 structure but more flexible in the work
                 products they produce
                Communication - An organization with fewer
                 roles and more distributed responsibility
                Transparency - A shared sprint cycle with a
                 regular shared release planning and tracking
                 review
© 2009 Trail Ridge Consulting, LLC                        30

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Agile Program Management Best Practices

  • 1. Agile Program Management Best Practices Pete Behrens Agile Organization & Process Coach © 2009 Trail Ridge Consulting, LLC pete@trailridgeconsulting.com 303.819.1809
  • 2. Pete Behrens Agile Organization & Process Coach  Certified Scrum Trainer  Certified Scrum Coach  Guide enterprise organizations in transitioning to an agile organization implementing agile methods  Services for agile assessment, alignment, training and coaching Previous Experience  Led development of the requirements management solution RequisitePro – a core product in the IBM Rational product line – using the Rational Unified Process (RUP)  Consulted with EDS leading development of large data warehouse solutions using Rapid Application Development (RAD) © 2009 Trail Ridge Consulting, LLC 2
  • 3. Program Management Program Management is the process of managing several related projects or a portfolio of products Organization Process Product © 2009 Trail Ridge Consulting, LLC 3
  • 4. Executive Summary Effective Agile Program Management has less to do with Process than it does the Organization © 2009 Trail Ridge Consulting, LLC 4
  • 5. Executive Summary Organizati ove Proces r on s That is, while there is value in the items on the right, we value the items on the left more. © 2009 Trail Ridge Consulting, LLC 5
  • 6. Executive Summary Organizati ove Proces r on s Individuals and Process over Interactions and Tools That is, while there is value in the items on the right, we value the items on the left more. www.agilemanifesto.org - 2001 © 2009 Trail Ridge Consulting, LLC 5
  • 7. Executive Summary To effectively scale agility to a large complex programs - the organization is the key © 2009 Trail Ridge Consulting, LLC 6
  • 8. When an organization is small... focus communication transparency ...are free. © 2009 Trail Ridge Consulting, LLC 7
  • 9. Can’t we just scale it through Program Management? Program Manager © 2009 Trail Ridge Consulting, LLC 8
  • 10. In large organizations... CIO, CTO, VP Engineering Product Line Product Line Product Line Manager Manager Manager Functional Functional Functional Usability Manager Manager Manager Engineering DBA PMO Infrastructure ...focus is challenged. Quality Assurance © 2009 Trail Ridge Consulting, LLC 9
  • 11. In large organizations... 2000 Communication Paths 1500 1000 500 0 2 6 8 10 30 50 Number of People ...communication breaks down. © 2009 Trail Ridge Consulting, LLC 10
  • 12. In large organizations... ...transparency becomes opaque. © 2009 Trail Ridge Consulting, LLC 11
  • 13. Organization Problems lead to Program Problems  Lack of Focus  Lost Communication  Little Transparency Leads to...  Lack of Predictability  Too many Dependencies  Unknown Risks  Low Quality © 2009 Trail Ridge Consulting, LLC 12
  • 14. Conway’s Law Organizations which design systems are constrained to produce designs which are copies of the communication Organization structures of these organizations. Architecture http://www.melconway.com/law © 2009 Trail Ridge Consulting, LLC 13
  • 15. Organizational Flexibility is Key Organization communication complexities are manifested in solution design Larger organizations are more rigid Organizational flexibility is the key to building effective design solutions http://www.melconway.com/law © 2009 Trail Ridge Consulting, LLC 14
  • 16. Agile Context Lean and Agile Principles Scrum Project & Product Leadership & Team Practices XP Development & Test Practices © 2009 Trail Ridge Consulting, LLC 15
  • 17. Why was Scrum Created? TEAMS solve problems better than individuals Teams solve problems better incrementally in short TIMEBOXES © 2009 Trail Ridge Consulting, LLC 16
  • 18. Why was Scrum Created? TEAM © 2009 Trail Ridge Consulting, LLC TIMEBOX 17
  • 19. Why was Scrum Created? TEAM focus communication transparency © 2009 Trail Ridge Consulting, LLC TIMEBOX 18
  • 20. Team members get direction from multiple sources Work Products s act tice ice s Prac Product B est Owner Work Architect UI Designer Products Scrum Master Work Products Technical Writer Developer Best Prac es tices actic Pr Tester Work Products © 2009 Trail Ridge Consulting, LLC 19
  • 21. Architect Multiple Scrum Teams Technical Writer Developer Scrum Tester Master r Product Owner Tester Developer Architect eveloper UI Designer Tester Tester Scrum Master Developer Archite Developer Developer oduct Technical wner Writer Developer Tester Developer Scrum Tester Master Architect © 2009 Trail Ridge Consulting, LLC 20
  • 22. Team Work Products Focus Single Backlog Pipeline Product Owner Team Architect UI Designer Characteristics Best Practices Scrum • Small Master • Dedicated Technical • Cross-functional Developer Writer • Co-located • Shared Focus Tester © 2009 Trail Ridge Consulting, LLC 21
  • 23. Communication Fewer Roles Increases Communication Source: 2004 Patterns of Effective Organizations by Neil Harrison © 2009 Trail Ridge Consulting, LLC 22
  • 24. Communication Fewer Roles Increases Communication Source: 2004 Patterns of Effective Organizations by Neil Harrison © 2009 Trail Ridge Consulting, LLC 22
  • 25. Communication Sharing Work across Roles Increases Communication Source: 2004 Patterns of Effective Organizations by Neil Harrison © 2009 Trail Ridge Consulting, LLC 23
  • 26. Communication Sharing Work across Roles Increases Communication Source: 2004 Patterns of Effective Organizations by Neil Harrison © 2009 Trail Ridge Consulting, LLC 23
  • 27. Transparency Product & Release Cycle Drives Release Vision Release Sprint & Daily Cycle Release Scope Planning And Boundaries Sprint Review Planning & Adapt Feedback Develop & Test © 2009 Trail Ridge Consulting, LLC 24
  • 28. Transparency ✓ Define a Quarterly release plan ✓ Align team sprint cycles within that plan ✓ Share team sprint reviews monthly © 2009 Trail Ridge Consulting, LLC 25
  • 29. Shared Sprint Review Every team in the program presents its sprint results and release update © 2009 Trail Ridge Consulting, LLC 26
  • 30. APM Case Study Companies R&D Organization with over 500 people developing a suite of retail applications installed in most of the largest retail chains across the globe. IT Organization with over 300 people developing applications to support their B2B office product distribution and warehouse. R&D Organization with over 250 people developing a SaaS CRM platform and suite of applications supporting many Fortune 1000. R&D Organization with over 125 people developing a suite of applications for elementary education assessment through PDA devices. IT Organization with over 40 people developing applications to support their corporate and personal relocation business © 2009 Trail Ridge Consulting, LLC 27
  • 31. What do we need to do? focus ✓ Solidify and focus teams ✓ Funnel projects and work items to teams ✓ Limit work to available teams communication ✓ Reduce the number of roles in the organization ✓ Share work across all roles more evenly transparency ✓ Create quarterly release plans ✓ Align team sprint cycles with a shared review © 2009 Trail Ridge Consulting, LLC 28
  • 32. Executive Summary APM is taking the high- performing team environment found in a single team/product environment and scaling it across a larger organization and product portfolio without the loss of productivity, predictability or © 2009 Trail Ridge Consulting, LLC quality. 29
  • 33. Summary  Effective Agile Program Management requires...  Focus - Teams that are more stable in structure but more flexible in the work products they produce  Communication - An organization with fewer roles and more distributed responsibility  Transparency - A shared sprint cycle with a regular shared release planning and tracking review © 2009 Trail Ridge Consulting, LLC 30