integrating quality into portfolio management

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Integrating Quality into Portfolio Management Brent Barton Chris Sterling

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Traditionally, projects are managed based on cost, schedule, and scope. This has lead to poor outcomes, unsustainable development efforts, quality issues, and less than ideal software in terms of value to its users. Our talk will go into how organizations can integrate quality and value considerations into their portfolio management strategies to have a more holistic view leading to less surprises and more valuable outcomes. The talk will go into detail about how Agile plus traditional Earned Value Management (EVM) alongside Managing Software Debt can give a more holistic view of the project portfolio.

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Page 1: Integrating Quality into Portfolio Management

Integrating Quality into Portfolio Management

Brent BartonChris Sterling

Page 2: Integrating Quality into Portfolio Management

© 2009-2010,

Brent Barton - Sterling Barton, LLC

Partner, Sterling Barton, LLC

Former CTO. Active Agile Coach, Mentor, Certified Scrum Trainer

More than 15 years software development in many roles as both employee and consultant for organizations from small start ups to multinational corporations

Actively involved in Agile Rollouts from small Product companies to very large IT organizations

Scrum Articles

“AgileEVM – Earned Value Management in Scrum Projects”, IEEE

“Implementing a Professional Services Organization Using Type C Scrum”, IEEE

“Establishing and Maintaining Top to Bottom Transparency Using the Meta-Scrum”, AgileJournal

“All-Out Organizational Scrum as anInnovation Value Chain”, IEEE

2

Email: [email protected]: www.sterlingbarton.com

Blog: gettingagile.comFollow me on Twitter: brentbarton

Page 3: Integrating Quality into Portfolio Management

© 2009-2010,

Chris Sterling – Sterling Barton, LLC

Partner, Sterling Barton, LLC

Consults on software technology, Agile technical practices, Scrum, and effective management techniques

Certified Scrum Trainer

Innovation Games® Trained Facilitator

Open Source Developer

Software architecture consulting for Agile Teams:

Continuous Integration

Source Code Monitoring

Release Management

Design techniques

3

Email: [email protected] Web: http://www.sterlingbarton.comBlog: http://www.gettingagile.com

Follow me on Twitter: @csterwa

Page 4: Integrating Quality into Portfolio Management

© 2009-2010,

Meet Earl - Strategic Planner

Earl just finished the annual portfolio budgeting process for the new fiscal year

Page 5: Integrating Quality into Portfolio Management

© 2009-2010,

Meet Geoff -“Project Manager”

Geoff was a Software Developer

and is now in charge of Saturn

Saturn is a key part of a company-wide strategy

Page 6: Integrating Quality into Portfolio Management

© 2009-2010,

Portfolio is Done for the year! (Today is the beginning of our new Fiscal Year)

Page 7: Integrating Quality into Portfolio Management

© 2009-2010,

Later, Some things aren’t looking as good

Page 8: Integrating Quality into Portfolio Management

© 2009-2010,

[Pause for enlightening discussion]

Page 9: Integrating Quality into Portfolio Management

© 2009-2010,

Defect Containment is helping...not solving

Page 10: Integrating Quality into Portfolio Management

© 2009-2010,

So...what is happening? Who is affected?

Page 11: Integrating Quality into Portfolio Management

© 2009-2010,

Continuous Integration

Page 12: Integrating Quality into Portfolio Management

© 2009-2010,

Meet Huang -Test Engineer

Huang is a Software Development Engineer in Test - SDET

Huang wants to proud of the quality of every release

How can I help?

Page 13: Integrating Quality into Portfolio Management

© 2009-2010,

Page 14: Integrating Quality into Portfolio Management

© 2009-2010,

[Pause for enlightening discussion]

Page 15: Integrating Quality into Portfolio Management

© 2009-2010,

Meet Earl - Strategic Planner

How do I balance Value and Quality?

Page 16: Integrating Quality into Portfolio Management

© 2009-2010,

Balancing Signal Indicators - (some weaker than others)

Value

Quality Constraints(Schedule, Cost, Scope)

Source: Jim Highsmith

Page 17: Integrating Quality into Portfolio Management

© 2009-2010,

[Pause for enlightening discussion]

Page 18: Integrating Quality into Portfolio Management

© 2009-2010,

Meet Sonia - Program Manager

Sonia is a Program Manager

Uses Scrum well...good servant leader

How can I help ensure better

Quality?

Page 19: Integrating Quality into Portfolio Management

© 2009-2010,

Definition of Done

Defines the work products that will be delivered with each item as it is ready for acceptance

Typical entries in Definition of Done

Code includes unit tests, reviewed, checked in

Tests described and executed

Build, release notes

Compliance documentation updated to include current functionality

What else?19

Page 20: Integrating Quality into Portfolio Management

© 2009-2010,

Definition of Done as a Compliance Checklist

Acceptance defined criteria for each user story

Unit tests written and passed

Code compiles with no errors and no warnings

New code doesn’t break existing code

Test case review (Dev to review test case written)

Architectural impact assessed and artifacts updated if necessary

Comments in code

Error codes added

Code reviewed by peer

Code checked in with reference to US#/Task#

Tested on FE

Integration test written & passes

Test code reviewed

Environment requirements documented

Interface document updated/added and checked in to SVN

Acceptance criteria verified complete

All P1-P3 bugs for the story are closed

Test approves user story

Story demonstrated to product owner and accepted on Target Platform

Page 21: Integrating Quality into Portfolio Management

© 2009-2010,

How does a “Release Definition of Done” help?

Every release should have clear quality criteria

With a “Release Definition of Done” you can understand targets better

Measure the gap between the teams’ Definition of Done and a Release Definition of Done.

This gap is a source of quality issues and represents significant risk to schedule

Page 22: Integrating Quality into Portfolio Management

© 2009-2010,

[Pause for enlightening discussion]

Page 23: Integrating Quality into Portfolio Management

© 2009-2010,

I think we’re “done”