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Fundamentals of Agile PM
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Copyright, GR8PM, 2013, all rights reserved.
Agile PM 101
Seminar Overview
Module 3
Module 1 Module 2
EXECUTE &
METHODOLOGIES PLAN & ESTIMATE:
CONTROL:
& FRAMEWORKS: Why, When, and How
Tools, Techniques and
Agile vs. Traditional To Do It
Case Study Exercise
Module 4
ENTERPRISE Module 5
ADOPTION: TIPS & TRICKS:
How To “On-Board” The Rest of the Story
Agile Pilot Projects
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Introduction:
John Stenbeck, PMP, PMI-ACP, CSM, CSP
! Sr. PM Consultant for client-side
ERP implementations
! Experience in Accounting, IT,
Aerospace, Construction, and
Manufacturing
! Train technical professionals in Aerospace,
Defense, High Technology, Financial Services,
Bio-medical and Life-science fields
! Adjunct instructor at the University of
California San Diego (UCSD) 3
Introduction:
John Stenbeck, PMP, PMI-ACP, CSM, CSP
! Featured speaker at HP’s National Conference
(2002), Oracle’s Annual Conference (2003), and
PeopleSoft’s International Conference (2004).
! One project reached the Federal Supreme Court.
! Front page feature in the San Diego Union and
LA Times; Guest on Oprah and the Today Show.
! Past President and VP of Prof. Dev. for PMI-SD
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GR8PM Introduction:
! PMP® and PMI-ACP® Exam Prep classes
! Scrum Master Certification classes
! Corporate On-site seminars:
! Command Course in Agile Project Management
! Project Management Boot Camp
! Crash Course in Leadership
! Masters Course in Estimating and Risk Management
! Organizational Support Services:
! Agile Enterprise Roll-out Consulting
! Contract Project Managers
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GR8PM Introduction:
Partial List of Past Clients
! Booz Allen Hamilton, Inc., McLean, VA
! Guinness Bass Import Company, Greenwich, CT
! Lucent Technologies – Bell Labs, Allentown, PA
! Nike Corp., Beaverton, OR
! Oracle Corp., Redwood Shores, CA
! Orange County Public Works, Orange, CA
! Qualcomm Inc., San Diego, CA
! U.S. Army – Space & Terrestrial Comms., Fort Monmouth, NJ
! U.S.D.A. – National Finance Center, New Orleans, LA
! Visa – Smart Cards, Foster City, CA
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GR8PM
Traditional Agile Hybrid
Training Coaching Consulting
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Agile PM 101 – Best Practices:
Module 1: METHODOLOGIES & FRAMEWORKS
Key Questions:
Is Agile Really Needed?
The last major tool recognized in the PMBOK (Second Edition)
was Critical Chain in 1997.
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5
Agile PM 101 – Best Practices:
Module 1: METHODOLOGIES & FRAMEWORKS
Sc
e
op
Tim
e
CO
EM
ST PMBOK® Guide,
TI
PMBOK® Guide,
Third Edition
Fourth Edition
ty
Ris
ali
QUALITY
Qu
k
Customer
Satisfaction
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Agile PM 101 – Best Practices:
Module 1: METHODOLOGIES & FRAMEWORKS
FEATURE USAGE
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Organizations
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Agile PM 101 – Best Practices:
Module 1: METHODOLOGIES & FRAMEWORKS
Certifications
PgMP
CAPM
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Agile PM 101 – Best Practices:
Module 1: METHODOLOGIES & FRAMEWORKS
We Value…
Individuals and Interactions over Processes and Tools
Working Software over Comprehensive Documentation
Customer Collaboration over Contract Negotiation
Responding to Change over Following a Plan
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Many &
Task 1 Task 2 Task 3 Specific Task 1 Task 2 Task 3
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Agile PM 101 – Best Practices:
Module 1: METHODOLOGIES & FRAMEWORKS
Similar Roles
Traditional vs. Agile/Scrum
Traditional: Agile / Scrum:
• Stakeholders & Sponsor • Stakeholders & Sponsor
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Agile PM 101 – Best Practices:
Module 1: METHODOLOGIES & FRAMEWORKS
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GR8PM
Traditional Agile Hybrid
Training Coaching Consulting
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GR8PM
Traditional Agile Hybrid
Training Coaching Consulting
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Enterprise-level planning
Strategic Planning
Tactical Planning
Operational Planning
Production
Planning
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
Market Development
Product Development
Operational Planning
Production
Planning
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Releases
(User Stories)
Iterations
(Stories &
Tasks)
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
Best Practice: Ideally, a vision statement gives the team the ability
to explain the project to someone “in an elevator”.
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
Project Initiation:
Product Vision Questions:
• Do you know what you want developed?
• Who is it for? Why are we developing this for you?
• How does this align with your strategic objectives?
• What benefits are expected from a successful deployment?
• What are the consequences of failure?
• What are your competitors doing in this area?
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EXERCISE SCENARIO:
You have been hired by a small technology company to create a new
iPhone App to complement their marketing strategy – funny,
interactive novelties. The App must be something that clients find
clever and valuable because it is entertaining and quirky!
The last iPhone App – the “Practical Joker” - was a huge success
because it played on people’s enjoyment of practical jokes. Using the
iPhone’s ability to “hear and identify” songs, it “listened” to
whomever the iPhone was pointed at and then announced whether
they were “honest and beautiful” or “misled and homely” or “sinister
and hot” among a host of other entertaining descriptions.
Your customer needs another “first” to keep their competitive
advantage…and that is your mission!
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
Exercise Instructions:
This is an Iteration Planning meeting
• I am the customer/proxy
• You are the development team
• You have 2 deliverables
• Listen to both parts of the Instructions
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Exercise Instructions:
Part 1:
• Discuss the Scenario provided to identify “value” factors
• Brainstorm WILD ideas for your new iPhone App
• Review the Appendix: iPhone App Vision Statement Examples
• As a Team, choose whether to use:
• Your own wild idea
• Your own tame idea
• One of the Vision examples provided
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
Instructions:
Part 2: Your team has 2 deliverables
• Write the Vision in “standard” format
• Write a Press Release
• You have 15 minutes
Do you commit to the Iteration Goal?
• Help each other, have fun, and remember “good enough”
ANY QUESTIONS?
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
Scrum
TIME
The amount of estimating done in Traditional versus Agile is similar.
It just happens at different times, with different assumptions.
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Estimate Descriptions
ROM: Made without detailed engineering data using tools like capacity curves, scaling
factors, and feature/cost ratios.
Budget: Made for owner’s planning not project control using tools like flow sheets,
layouts, and equipment details.
Definitive: Based on detailed engineering data, approved drawings and specifications.
Used for project planning and control.
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
WORK
ESTIMATE (BUDGET)
SIZE (ROM)
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Level 2 - Themes:
MANY
• Video Watching EPICS
Level 3 – Epics (for E-Mailing):
• Game Playing
• Manage Contacts
• Music Listening
• Create Messages
• Traveling
• Store & Retrieve Messages
• E-Mailing
1 THEME
• Attach & Link Content
• Filter Viruses & Spam
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
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Level 4 – Stories:
ONE
• (Prior Slide)
STORY MANY
Level 5 – Tasks:
TASKS
• Define Fields
• Define DB
• Define GUI
Does this remind you of • Check Duplicates
Progressive Elaboration and
• Validate Format
Rolling Wave Planning?
• Import Function
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
Acceptance
Criteria
Given:
<Specific
situaJon>
When:
<Specific
acJon>
Then:
<Desired
result
>
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Acceptance
Criteria
Given:
I
am
logged
into
my
email
account
When:
I
want
to
sort
my
emails
Then:
I
can
sort
them
by
sender
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
Fibonacci Sizing:
1. The Fibonacci series = 1, 2, 3, 5, 8, 13, 21, 34, 55…
• Defined by the non-linear recurrence equation: Fn = Fn-1 + Fn-2
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Agile PM 101 – Best Practices:
Module 2: PLAN & ESTIMATE
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Module 2: PLAN & ESTIMATE
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GR8PM
Traditional Agile Hybrid
Training Coaching Consulting
BONUS CONTENT?? 52
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Agile PM 101 – Best Practices:
Module 4: ENTERPRISE ADOPTION
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Why is Agile Mainstream
Your PMI-ACP® Qualifications
Knowledge Project Management Process Groups
Areas Initiating Planning Executing M&C Closing
● Develop Project ● Develop Project ● Direct and Manage ● Monitor and ● Close Project or
Project Charter Management Plan Project Execution Control Project Work Phase
Management ● Perform Integrated
Change Control
Integration
● Collect ● Verify Scope
Requirements ● Control Scope
Project Scope ● Define Scope
Management Inputs
● Create WBS
Project Time
Resources •
● Estimate Activity
Project Vision Statement
Management Duration • Feature Descriptions
● Develop Schedule
The key difference lies in the approach to the question, “How will it
● Plan Quality ● Perform Quality ● Perform Quality
be done?”Assurance
Agile uses iterative
Control development to increased business
Project involvement, team commitment, and process improvement.
Quality
Management
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Why is Agile Mainstream
Your PMI-ACP® Qualifications
Knowledge Project Management Process Groups
Areas Initiating Planning Executing M&C Closing
● Develop Project ● Develop Project ● Direct and Manage ● Monitor and ● Close Project or
Project Charter Management Plan Project Execution Control Project Work Phase
Management ● Perform Integrated
Change Control
Integration
● Collect Inputs ● Verify Scope
Requirements
● Define Scope
• Release Plan
● Control Scope
Project Scope
Management
● Create WBS • Epic and User Stories
Outputs
● Define Activities ● Control Schedule
● Sequence • Product Backlog
Activities
● Estimate Activity • (Initial) Prioritization
Resources
Project Time ● Estimate Activity
Management Duration The PMBOK identifies Define Scope and many PMs interpret
● Develop Schedule
that as a one-time activity even though it conflicts with
Progressive Elaboration. Agile embraces Progressive Elaboration
by establishing a framework – the Product Backlog – for scope
● Estimate Cost ● Control Costs
● Determine Budget management. The Backlog is prioritized and frequently reviewed
Project Cost
and revised to manage project scope.
Management
● Plan Quality
Given the high
● Perform Quality
uncertainty about requirements and/or high
● Perform Quality
technologicalControl
Assurance risks facing most projects it is a wise approach.
Project
Quality
Management
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● Collect
• Prioritized
● Verify Scope
Product Backlog
Requirements ● Control Scope
Project Scope ● Define Scope
● Create WBS Tools
Management
• Prioritization techniques
• Sizing and Estimating techniques
● Define Activities
● Sequence • Iteration Planning techniques
● Control Schedule
Activities
● Estimate Activity
Project Time
Resources Outputs
● Estimate Activity
Management Duration • Prioritized Iteration Backlog
● Develop Schedule
• User Stories
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Why is Agile Mainstream
Your PMI-ACP® Qualifications
What the Exam Tests
! The ACP exam is based on 11 books from agile authors.
! That body of work covers 3,888 pages.
! The 11 authors sometimes have differing and/or
opposing opinions regarding agile practices.
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2
Why is Agile Mainstream
Your PMI-ACP® Qualifications
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GR8PM
Traditional Agile Hybrid
Training Coaching Consulting
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AVOIDING WASTE
PROBLEM SOLUTION
(100% PRODUCTIVE)
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Agile PM 101 – Best Practices:
Module 3: EXECUTE & CONTROL
CO N E O F
UNCERT
AINTY
PROBLEMS
SOLUTIONS
63
CONE
OF UN
CERTA
PROBLEMS INTY
SOLUTIONS
64
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Agile PM 101 – Best Practices:
Module 3: EXECUTE & CONTROL
CO N E
OF UN
CERTA
INTY
CLE-TIME
2 WEEK CY
E
YCLE-TIM
3WEEK C CLE-TIME
CY MENT
4 WEEK C T M ANAGE
E
L PROJ
TIONA
TRADI
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Affinity Estimates
Smaller Larger
HIGH XS
S
M
L
XL
PRIORITY
LOW
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Agile PM 101 – Best Practices:
Module 3: EXECUTE & CONTROL
Enterprise Planning
Roadmap – 1 Year
Release #1 – 4 Months Release #2 – 4 Months Release #3– 4 Months
Feature Feature Feature Feature Feature Feature Feature Feature
Feature Feature Feature Feature
#1 #2 #3 #4 #5 #7 #9 #11
#6 #8 #10 #12
Feature
Feature Feature
#6
#4 #5
Feature
Feature
#3
#2
Feature
#1
BACKLOG:
Stories
#1
thru
#n 67
HIGH XS S M L XL
3
5
2
8
Iteration 2
3
5
1
5
8
PRIORITY
#2 = 43 days 2
2
3
3
5
8
5
1
2
5
3
5
8
Iteration 1
#3 = 45 days 8
3
5
2
3
8
LOW 5
Iteration
#4 = 23days 3
5
5
8
2
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Agile PM 101 – Best Practices:
Module 3: EXECUTE & CONTROL
Iteration Cycle
CALENDAR – 4 WEEK ITERATION
MON. TUES. WEDS. THURS. FRI.
SPRINT STAND-UP & STAND-UP &
PLAN & BEGIN WORK WORK
STAND-UP & STAND-UP & STAND-UP & STAND-UP & STAND-UP &
WORK WORK WORK WORK WORK
STAND-UP & STAND-UP & STAND-UP & STAND-UP & STAND-UP &
WORK WORK WORK WORK WORK
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70
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