release planning in scrum

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20131024 1 Release Planning in Scrum Arne Åhlander Lean and Agile Product Management Experts What do you know about Release Planning?

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A summary of what you may need to think about if, and I write if, you need to add Release Planning to scrum.

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Page 1: Release planning in Scrum

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Release  Planning  in  Scrum  Arne  Åhlander  

Lean  and  Agile  Product  Management  Experts  

What  do  you  know  about  Release  Planning?  

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Arne  Åhlander  

Lean  and  Agile  Product  Management  Experts  

QuesHons  to  be  answered:  

•  When  should  you  do  Release  Planning?  •  How  much  work  is  it?  •  Who  should  be  involved?  •  How  to  do  Release  Planning?  

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Rough  Agenda  

1.  Background  2.  Purpose  of  Release  Planning  3.  Input  

– What  do  we  need  before  we  can  start?  4.  Output  

– What  is  the  result  of  the  planning  acHviHes?  5.  ParHcipants  6.  Timebox  7.  Possible  ways    to  manage  Release  Planning  

Background  

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Planning  

•  Important  learning  experience  •  CriHcal  in  developing  the  right  reflexes  in  an  organizaHon  

•  Necessary  for  establishing  the  high-­‐level  architectural  design  of  a  complex  system  

What  makes  planning  agile?  

Is more focused on planning than the plan

Encourages change

Results in plans that are easily changed

Is spread throughout the project

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The  Plan  

•  Why  do  we  need  it?  •  How  shall  it  be  used?  •  How  detailed  shall  it  be?  •  The  reality  or  a  forecast?  

What’s  a  good  plan?    

•  A  good  plan  is  one  that  supports  reliable  decision-­‐making  

•  Will  go  from  – We’ll  be  done  in  the  fourth  quarter  – We’ll  be  done  in  November  – We’ll  be  done  November  7th  

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TradiHonal  fixed  planning  

Start

follo

win

g th

e pl

an

what happens if reality changes?

still long to go...

12  

Paradox  

…to  get  predictability  we  need  to  stop  predicHng…  

 …make  decisions  based  on  fact  not  forecasts…    …create  and  respond  to  feedback…  

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ConHnuous  planning  

StartStart

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A  comparison  

•  TradiHonal  planning  –  Leads  to  focus  on  meeHng  the  plan  

–  Detailed  planning  up-­‐front  

•  ConHnuous  planning  –  Leads  to  focus  on  value  creaHon  

–  Detailed  planning  as  we  learn  more  

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Rolling  (conHnuous)  Plan  

•  Updated  frequently  •  Takes  changed  circumstances  into  account  •  Is  detailed  only  when  facts  allow  it  •  Is  detailed  as  we  learn  more  

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The  detail  of  planning  

•  A  licle  effort  helps  a  lot  •  A  lot  of  effort  only  helps  a  licle  more  

Acc

urac

y

Effort

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Planning  onion  

Planning  levels  

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Purpose of

Release Planning

To  get  rough  answers  

•  When  can  this  be  done?  •  How  much  can  be  done  by  then?  

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Release  burnup  Delivered features

time

Fixed  scope  Delivered features

time

When will this much be done?

Around middle of March

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Fixed  scope  Delivered features

time

When will this much be done?

Around middle of March

Fixed  date  Delivered features

time

What will be done by February 1st?

Some of these

All of these

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Fixed  date  &  scope  Delivered features

time

Can we get all of THIS

done...

....by February

1st?

No. That is unrealistic.

Fixed  date  &  scope  Delivered features

time

We can get THIS much done by February 1st ...and the rest done

by mid March.

No. That is unrealistic.

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An  Agile  approach  to  planning  

Conditions of Satisfaction (user stories,

budget, schedule)

Release planning

Iteration planning

Conditions of Satisfaction

(user stories, test)

Development Product increment

Release

Feedback

Feedback

Iteration

How  long  will  it  take  

•  ...to  read  the  latest  Harry  Pocer  book?  •  ...to  drive  to  your  home  town?  

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EsHmate  size;  derive  duraHon  

Size Calculation Duration

300 kg Velocity

= 20

300/20= 15

iterations

Measures  of  size  

•  TradiHonal  measures  of  size  –  Lines  of  Code  –  FuncHon  Points  

•  Agile  measures  of  size  –  Story  Points  –  Ideal  Days  

• Traditional and agile measure size differently

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Story  points  

•  The  ”bigness”  of  a  task  •  Influenced  by  

– How  hard  it  is  – How  much  of  it  there  is  

•  RelaHve  values  are  what  is  important:  – A  login  screen  is  a  2  – A  search  fetaure  is  an  8  

•  Points  are  unit  less  

As a user, I want to be able to have some but not all items in my cart gift wrapped.

5

Release plan Iteration plan

Three  levels  of  planning...  

Daily plan

Daily plan

Daily plan

Iteration plan

Daily plan

Daily plan

Daily plan

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...three  levels  of  precision  Product Backlog

Iteration 1

As a frequent flyer I want to... 30

As a frequent flyer I want to... 50

Iteration 2

As a frequent flyer I want to... 50

As a frequent flyer I want to... 20

As a frequent flyer I want to... 20

Iteration Backlog Code the UI 8

Write test fixture 6 Code middle tier 12

Write tests 5 Automate tests 4

”Yesterday I started on the UI; I should

finish before the end of today.”

Release Planning

Release Plan

Sprint 1 Sprint 2 Sprint 3 Sprint 4-7

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Input  

•  Product  Vision  

•  Product  Backlog  

•  Release  Goal  

•  Velocity  

Results  

•  Release  Plan  ...  •  ...  and  even  more  important:  

– Learning  – Understanding  – Transparency  of  risks  

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UpdaHng  the  release  plan  

•  Revisit  the  release  plan  at  the  end  of  every  Sprint  

•  Update  it  based  on:  – Current  understanding  of  velocity  – Current  prioriHzaHon  of  the  product  backlog  

•  This  should  be  a  very  short  and  sweet  process  

Planning a Release

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Business

Development

-  when a release is needed, -  what functionality it must contain, and -  acceptable level of quality and cost

 

1. Determines

-  how long it takes to build the release

2. Determines

-  Creates preliminary estimates -  Refines estimateds as priority increases -  Selects what to work on for each Sprint

3.

-  Focuses on Business Value derived from the release 4.

Product  backlog  This Sprint : well defined work that can be done in <30 days & produce executable product

Planned Release

Future Releases

Probable next sprint : backlog next in priority, depends on results from prior Sprint

During a Sprint, that Sprint’s backlog is fixed and can only be changed as a result of the work being performed in that Sprint. Backlog outside the current Sprint is always changing, evolving, and being reprioritized.

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Release  planning  

43  

Release Plan Sprint 1 Sprint 2 Sprint 3 Sprint 4-7

Release planning meeting

An  example  with  velocity  =  14  

44  

Sprint 1

Story A 5

Sprint 2

Sprint 3-7

Story B 8

Story E 1

Story I 5

Story B 8

Story E 1

Story K 13

Story C 3 Story D

5

Story F 5 Story G

1

Story L 1

Story H 5

Story M 4

Story J 8

Story P 12

Story N 6

Story Q 4

Story O 1

Story R 8

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An  esHmaHon  unit  

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Story points

• A measure of the relative size of the feature • Based on how much and how hard

• All that matter is the relative size of numbers

Release  Planning  

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Purpose

To answer questions such as: • How much will be done by June 30? • When can we ship with this set of features? • How many people or team should be on this project?

Inputs

• Velocity • The amount of work completed in a sprint

• Prioritised product backlog

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Velocity  •  A  useful  long-­‐term  measure  of  the  amount  of  work  

completed  per  sprint  •  Not  a  predicHon  of  exactly  how  much  work  will  be  

completed  in  each  sprint  

0

10

20

30

40

1 2 3 4 5 6 7 8 9

Velocity is measured

in the units you use

to estimate product

backlog items

Sprints

Look  at  velocity  in  a  few  ways  

48  

0

10

20

30

40

1 2 3 4 5 6 7 8 9Sprints

Last Observation = 36

Velocity

Mean (Last 8) = 33 Mean (Worst 3) = 28

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Extrapolate  from  velocity  

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At our slowest velocity we’ll finish here

At our long-term average we’ll finish here

At current velocity we’ll finish here

Will have

Might have

Won’t have

50  

Fixed-­‐date  planning:  an  example  

Desired release date

15 December

Todays Date 10 June

Number of sprints

6 (monthly)

Realistiv velocity 15

Optimistic velocity 20

Will have

Might have

Won’t have

6x15

6x20

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Fixed-­‐scope  planning:  an  example  

Total story points desired 120

Realistic velocity 15

Optimistic velocity 20

120÷20=

120÷15=

Ranges  NoHce  in  both  cases  we  had  a  range  

•  Either  a  scope  range  for  a  fixed  date  project:  –  ”By  that  date  you’ll  have  all  of  these  features  and  

some  of  these.”  

•  Or  a  date  range  for  a  fixed-­‐scope  project:  –  ”It  will  take  us  between  6  and  8  iteraHons  to  deliver  all  

of  those  features.”  

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Summary  

Σ  AcHon  plan  

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InspiraHon  and  references  •  Henrik  Kniberg  •  Mike  Cohn  

•  hcp://agileatlas.org/arHcles/item/release-­‐planning-­‐in-­‐scrum  •  hcp://www.mitchlacey.com/intro-­‐to-­‐agile/scrum/release-­‐planning-­‐grooming  •  hcp://innoluHon.com/resources/glossary/release-­‐planning  •  hcp://www.jamesshore.com/Agile-­‐Book/release_planning.html  

•  EssenHal  Scrum:  A  PracHcal  Guide  to  the  Most  Popular  Agile  Process    (Kenneth  S.  Rubin)  hcp://amzn.com/0137043295  

   •  Agile  EsHmaHng  and  Planning  

(Mike  Cohn)  hcp://Hnyurl.com/39memw  

Thank  you!  

Arne  Åhlander  [email protected]  www.aqqurite.se  www.twicer.com/ArneAhl  hcp://www.linkedin.com/in/arneahlander