levels of agile planning - aspe-sdlc.com‣ 7+ years training, leading, and coaching agile teams....
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Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Understanding theUnderstanding the
FIVEFIVELevels ofLevels of
AgileAgilePlanningPlanning
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
‣ Andy Painter, Davisbase Consulting‣ 20+ years in software development.
‣ 7+ years training, leading, and coaching Agile teams.
‣ Trained and coached over 500 teams ranging from start-ups to Fortune 50 corporations.
Introduction and Agenda
‣ Agenda‣ Traditional Planning Approaches
‣ The Lean Approach to Planning
‣ The 5 Levels of Agile Planning
‣ Close and Questions
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Why Do We Plan Our Projects?
‣ To reduce the risk of:‣ Building our product wrong‣ Building the wrong product‣ Spending more money than agreed to‣ Delivering a product that doesn’t meet needs
We plan in order to avoid a
FAILED PROJECT
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
How Do We Traditionally Plan?
‣ We plan everything up-front‣ We plan in great detail
because...‣ We have limited information‣ We do not know who will need this
detail‣ It may be a long time before we use
this detail‣ We want to reduce the risk of waste
or rework once development commences
WhatWe
ReallyWant with
Our DetailedPlan....
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
What do we really have?
A Planis simply a
staticsnapshot
of the bestinformationavailable
at that time
A Planis simply a
staticsnapshot
of the bestinformationavailable
at that timeAge | Decay | Degrade
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Why a Plan May Not Be Enough
‣ Highly dependent driven project plans don’t allow for change easily
‣ The environment into which wedeliver is changing
‣ The customer’s understanding oftheir needs evolves
‣ The team’s understanding of howbest to develop the solution will grow
‣ Our inability to perfectly predict all variablesin a complex environment leads to new planning needs
NoNoPerfectPerfect
PathPath
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Continuous, Just In TimeRequirements ElaborationLEAN
PRINCIPLE
Parts Warehouse
X 1,000,000’sShock Absorber
NEW Shock Absorber
X Just what weneed right now
Manufacturing
!!Need newShock
Absorber??
Best Available Parts | No Risk of WasteJust In Time Inventory Meant:
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Just In Time?How Does This Relate to
Software?LEAN
PRINCIPLE
‣ Like Toyota found with their manufacturing, elaborating on requirements JIT means:‣ The team plans with the latest information
available‣ Early detailed planning efforts are not at risk for
becoming waste
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Allowance for Change
‣ Opens the opportunity to deliver a better product than what could be initially planned for
‣ Values new information that becomes available to the team or customer
‣ Respects the complexity of software and acknowledges that we can’t know everything up front
‣ Allowance for change requires not just a single plan up-front, but CONTINUOUS PLANNING
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
1
3
2
4
5
Vision PlanningYearly by the product owner
Roadmap PlanningBi-yearly by the product owner
Quarterly by the product owner and team
Iteration PlanningBi-weekly by the team
Daily PlanningDaily by the team and individuals
Release Planning
The 5 Levels of Agile Planning
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Levels of Planning:Elevations above the Details
Project / Product DetailsDaily PlanningDaily Planning
Iteration PlanningIteration Planning
Release PlanningRelease Planning
Roadmap PlanningRoadmap Planning
Vision PlanningVision Planning40,000
30,000
20,000
10,000
Ground
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Product Vision Planning
‣ Not a requirements specification‣ Concise, easy to digest‣ Easy to communicate, easy to re-communicate‣ Driven by the product owner to answer...
First Level of Planning
WHATWHAT WHYWHYthe product is it is important&
30,000
20,000
10,000
Ground
VISION
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Product Roadmap Planning
‣ Takes the high-level vision and decomposes it into themes
‣ Sets themes against rough timeline‣ Illustrates priority across product areas‣ Used as a strategic tool by the product owner‣ Helps drive product backlog prioritization
Second Level of Planning
JanJan FebFeb MarMar AprApr MayMay JunJun
Security
User AdminPayments
Fulfillment
Product Admin
40,000
20,000
10,000
Ground
ROADMAP
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Release Planning
‣ Seeks to determine what will be included in the product and when it can be delivered
‣ Takes into consideration:Stories (product backlog), priorities, story points, velocityCustomer/Product Owner input
Third Level of Planning
Iteration 1Story A - 3 pts
Story B - 2 pts
Story D - 5 pts
Iteration 2Story C - 5 pts
Story E - 2 pts
Story F - 3 pts
Iteration 3Story G - 8 pts
Story H - 3 pts
Release 1
40,000
30,000
10,000
Ground
RELEASE
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Iteration Planning
‣ Development team identifies all tasksneeded to deliver the iteration’s user stories
‣ Each task is estimated in hours‣ Team ensures that they have
the capacity to completethe identified work
‣ Team Commitment
Fourth Level of Planning
Iteration 1Story A - 3 pts
Story B - 2 pts
Story D - 5 pts
Story ATask 1 - 1 hrTask 2 - 8 hrsTask 3 - 2 hrs
Story BTask 1 - 8 hrsTask 2 - 4 hrsTask 3 - 2 hrsTask 4 - 4 hrs
Story DTask 1 - 1 hr
Task 2 - 16 hrsTask 3 - 12 hrsTask 4 - 4 hrs
40,000
30,000
20,000
Ground
ITERATION
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Daily Planning
‣ NOT a simple status report‣ Inspect and Adapt mechanism
for the team‣ What did I complete
yesterday?‣ What will I commit to
completing today?‣ What obstacles or
impediments exist?‣ In short, team attempts to determine if they are on
track to meet the commitments they made for the iteration
Fifth Level of Planning
40,000
30,000
20,000
DAILY
30,000
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Release 1Release 1 Release 2Release 2 Release 3Release 3 Release 4Release 4
InventoryDatabase
PaymentSystems
Security
FulfillmentSystems
Product Tracking Customer Loyalty
Advertising
Product RoadmapProduct Vision
The Five Levels of PlanningHow They All Work Together
Q1 Q2 Q3 Q4
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
‣ Find experts that can point you in the right direction if you need help or guidance.
‣ Share what you learn about the approach with those teams around you
‣ It takes time to get good at anything, Agile is no exception, but the rewards are well worth it.
Your Call To Action
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
“Simplicitydoes not precede
complexity,it follows it.”
- Alan Perlis
“Whether your next project isa SUCCESS or a failure
is not a matter of chance,it is a matter of choice.”
- A wise Agile coach and trainer
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
Your Questions, My AnswersNote: For those questions we do not have time to answer during the webinar,
I will be providing a written response.
Copyright 2012 Davisbase LLC. Limited Display License Provided to ASPE
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