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Agile Metrics
Santhana Krishnan




   Mar 20, 2009
Contents

• What is Metrics?

• A Good Agile Metric or Diagnostic…

• Metric / Diagnostic Evaluation Checklist

• Metrics and Examples

• References
What is Metrics?

• Quantitative measures of performance or production used to
  indicate progress or achievement against strategic goals -
  www.s3co.com/glossary/



• Measurable element of a service, process or function. The real
  value of metrics is seen in their change over time. Reliance on
  a single metric is not advised, especially if it has the potential
  to affect User behaviour in an undesirable way -
  www.infodiv.unimelb.edu.au/knowledgebase/itservices/a-z/m.html
The Iron Triangle
A Good Agile Metric or Diagnostic… (1 of 3)
 Affirms and reinforces Agile principles
  Supports the customer-intimate and value focused traits that reinforce Agile principles. This requires that people
  who understand Agile participate in metrics design. The truism quot;you get what you measure“ reminds us that
  counterproductive behaviors may ensue if you reinforce the wrong things (ex: overtime, % utilization, paperwork)



 Follows trends, not numbers
  Measure quot;one level up“ to ensure you measure aggregated information, not sub-optimized parts of a whole.
  Aggregate above the individual team level for upper management use. To promote process health, do not track at
  levels more granular than “a team”, and “an iteration”.



 Belongs to a small set of metrics and diagnostics
  A quot;just enoughquot; metrics approach is recommended: too much information can obscure important trends.
A Good Agile Metric or Diagnostic… (2 of 3)

 Measures outcome, not output
  In an Agile environment where simplicity or quot;maximizing the amount of work not donequot; is promoted, the most
  spectacular outcome might be achieved by reducing planned output while maximizing delivered value. Outcomes
  are measured in terms of delivered Customer value



 Is easy to collect
  For team-level diagnostics the ideal is quot;one buttonquot; automation - where data is drawn from operational tools (i.e.
  the Product Backlog, acceptance test tools, code analyzers). For management use, avoid rework (ex:
  powerpoints) and manipulation of lower level data, aggregation is preferable.



 Reveals, rather than conceals, its context and
  significant variables
  Should be visibly accompanied by notes on significant influencing factors, to discourage false assumptions and
  facilitate improvement.
A Good Agile Metric or Diagnostic… (3 of 3)

 Provides fuel for meaningful conversation
  Face-to-face conversation is a very useful tool for process improvement. A measurement isolated from its context
  loses its meaning. Note: It's a good sign when people talk about what they've learned by using a metric or
  diagnostic.


 Provides feedback on a frequent and regular
  basis
  To amplify learning and accelerate process improvement, metrics should preferably be available at each iteration
  retrospective, and at key periodic management meetings.


 May measure Value (Product) or Process
  Depending on where problems lie, diagnostics may measure anything suspected of inhibiting effectiveness.
  Consider the appropriate audience for each metric, and document its context/assumptions to encourage proper
  use of its content. And remember: you get what you measure!


 Encourages quot;good-enoughquot; quality
  The definition of what's quot;good enoughquot; in a given context must come from that context's Business Customer or
  their proxy, not the developers.
Metric / Diagnostic Evaluation Checklist
Name                    This should be well chosen to avoid ambiguity, confusion, over simplification
                        It should answer a specific, clear question for a particular role of group. If there are
Question                multiple questions, design other metrics.
Basis of                Clearly state what is being measured, including units. Labeling of graph axes must be
                        clear rather than brief
Measurement
Assumptions             Should be identified to ensure clear understanding of data represented
                        Indicate intended usages at various levels of the organization. Indicate limits on
Level and Usage         usage, if any
                        the designers of the metric should have some idea of what they expect to see
Expected Trend          happen. Once the metric is proven, document common trends

When to Use It          what prompted creation or use of this metric? How has it historically been used?

                        when will it outlive its usefulness, become misleading or extra baggage? Design this
When to Stop Using It   in from the start
                        think through the natural ways people will warp behavior or information to yield
How to Game It          more ‘favorable’ outcomes

Warnings                recommend balancing metrics, limits on use, and dangers of improper use
Metrics and examples
Velocity
Name                    Velocity
Question                How much software can my team deliver per iteration?

Basis of
Measurement             Story points or “ideal engineering hours”

Assumptions             The team is delivering working software every iteration
                        Velocity is most useful at the project level. It allows the team to forecast how much work they can expect to
Level and Usage         complete based on prior efforts.
                        Velocity can be affected by many things: Changing team members, obstacles, toolsets, difficulty of feature or
                        amount of learning required, etc. will lower the velocity of the team. Barring unexpected obstacles, a stable
                        team on the same project with the required resources will generally gain in velocity during the course of the
Expected Trend          project, then plateau.
                        Velocity is a very useful metric for the team, and should be used during the course of the project once work has
When to Use It          started.

When to Stop Using In a longer project when the team, resources, and technology are all stable, velocity will also become stable.
It                 The team may suspend collecting velocity since it is quot;known.quot;
                        Velocity is only meaningful to the exact team providing the data - each team will estimate their work differently
How to Game It          from other teams.
                        Velocity is not the same as value. A team with excellent velocity could spend months quickly and effectively
                        delivering software that does not have the investment potential. Comparing velocity of teams is problematic
                        (see above) and should be avoided: this diagnostic is a barometer for the team itself, as a unit. Team member
                        velocities are problematic: velocity should be measured at the team level, since that is the unit that must self-
Warnings                organize to produce value
Velocity Chart – an Example
Scope Burn Up – an Example
Story Rate

                                          Average Story Point Per Day Per Developer

              2.5


                                                                                                    2.1
              2.0
Story Point




              1.5
                                                                                        1.4
                                                                                                                      1.3 1.3
                                                                                                          1.3                         1.3
                                                      1.3                                                                                         1.2 1.1
                              1.1                                                                                               1.1
                                                                                                                1.1
                                                                              1.1 1.1
              1.0                                                 1.0
                                                                        0.9
                                                            0.8                               0.8
                                                                                                                                                        0.7
                                          0.6
              0.5
                                    0.4         0.4
                                                                                                                                            0.3
                        0.1
              0.0
                    1    2     3     4     5     6     7     8     9     10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
                                                                                 Iteration #

                                                             Story Rate                 3 per. Mov. Avg. (Story Rate)
Cost per point
Finger Chart
Worm Chart
QA Metrics – A Sample

                 Code Coverage                                                Bugs

                   Iteration   Iteration
                                           Status                     Fixed     Carried over   Status
                       17          16

Total Coverage      90.3%       88.9%                  Iteration 17    15            5


Code Coverage       88.5%       86.6%                  To Date        207            5


Summary – Selenium Tests
Tests                          Failures       Errors        Success           Time (sec)
                                                            rate
52 (677 assertions)            1              0             98%               39 mnts
More Metrics
Build:                                 Tests:
•   Frequency of builds                •   Unit tests per story
•   Average duration of builds         •   Functional tests per story
•   Number of broken builds per
                                       •   Defects carried over per iteration
    iteration
                                       •   Defects per story
•   Average duration of broken build
•   Number of builds per iteration
                                       Scope:
                                       •
Development:                               Scope change (stories removed or added
• Cyclometric complexity measures          from scope due to redundancy or rewrite)
                                           per iteration
• Distribution of method and class
                                       •
   lengths                                 Scope changes not caused by additional
• Rate of change of source (loc            stories per iteration
                                       •
   in/out)                                 User Stories carried forward (hangover) per
• Proportion of source code that is        iteration
                                       •
   test code                               No of stories held in
                                           Analysis, Development, Testing per iteration
Warning!

• One can get completely lost in too many metrics

• A quot;just enoughquot; metrics approach is recommended: too much
  information can obscure important trends

• quot;If you can't measure it, you can't manage it.“ – Peter Drucker
   Just make it simple and practical. Measure those metrics you
  choose and act on them.
References
• Appropriate Agile Measurement: Using Metrics and Diagnostics to Deliver Business Value
  Deborah Hartmann, Agile Process Coach, deborah@hartmann.net & Robin Dymond, Agile Management
  Consultant, robin.dymond@gmail.com


• Cohn, Mike, Agile Estimating and Planning, Prentice Hall, 2006
Agile Workshop: Agile Metrics

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Agile Workshop: Agile Metrics

  • 2. Contents • What is Metrics? • A Good Agile Metric or Diagnostic… • Metric / Diagnostic Evaluation Checklist • Metrics and Examples • References
  • 3. What is Metrics? • Quantitative measures of performance or production used to indicate progress or achievement against strategic goals - www.s3co.com/glossary/ • Measurable element of a service, process or function. The real value of metrics is seen in their change over time. Reliance on a single metric is not advised, especially if it has the potential to affect User behaviour in an undesirable way - www.infodiv.unimelb.edu.au/knowledgebase/itservices/a-z/m.html
  • 5. A Good Agile Metric or Diagnostic… (1 of 3)  Affirms and reinforces Agile principles Supports the customer-intimate and value focused traits that reinforce Agile principles. This requires that people who understand Agile participate in metrics design. The truism quot;you get what you measure“ reminds us that counterproductive behaviors may ensue if you reinforce the wrong things (ex: overtime, % utilization, paperwork)  Follows trends, not numbers Measure quot;one level up“ to ensure you measure aggregated information, not sub-optimized parts of a whole. Aggregate above the individual team level for upper management use. To promote process health, do not track at levels more granular than “a team”, and “an iteration”.  Belongs to a small set of metrics and diagnostics A quot;just enoughquot; metrics approach is recommended: too much information can obscure important trends.
  • 6. A Good Agile Metric or Diagnostic… (2 of 3)  Measures outcome, not output In an Agile environment where simplicity or quot;maximizing the amount of work not donequot; is promoted, the most spectacular outcome might be achieved by reducing planned output while maximizing delivered value. Outcomes are measured in terms of delivered Customer value  Is easy to collect For team-level diagnostics the ideal is quot;one buttonquot; automation - where data is drawn from operational tools (i.e. the Product Backlog, acceptance test tools, code analyzers). For management use, avoid rework (ex: powerpoints) and manipulation of lower level data, aggregation is preferable.  Reveals, rather than conceals, its context and significant variables Should be visibly accompanied by notes on significant influencing factors, to discourage false assumptions and facilitate improvement.
  • 7. A Good Agile Metric or Diagnostic… (3 of 3)  Provides fuel for meaningful conversation Face-to-face conversation is a very useful tool for process improvement. A measurement isolated from its context loses its meaning. Note: It's a good sign when people talk about what they've learned by using a metric or diagnostic.  Provides feedback on a frequent and regular basis To amplify learning and accelerate process improvement, metrics should preferably be available at each iteration retrospective, and at key periodic management meetings.  May measure Value (Product) or Process Depending on where problems lie, diagnostics may measure anything suspected of inhibiting effectiveness. Consider the appropriate audience for each metric, and document its context/assumptions to encourage proper use of its content. And remember: you get what you measure!  Encourages quot;good-enoughquot; quality The definition of what's quot;good enoughquot; in a given context must come from that context's Business Customer or their proxy, not the developers.
  • 8. Metric / Diagnostic Evaluation Checklist Name This should be well chosen to avoid ambiguity, confusion, over simplification It should answer a specific, clear question for a particular role of group. If there are Question multiple questions, design other metrics. Basis of Clearly state what is being measured, including units. Labeling of graph axes must be clear rather than brief Measurement Assumptions Should be identified to ensure clear understanding of data represented Indicate intended usages at various levels of the organization. Indicate limits on Level and Usage usage, if any the designers of the metric should have some idea of what they expect to see Expected Trend happen. Once the metric is proven, document common trends When to Use It what prompted creation or use of this metric? How has it historically been used? when will it outlive its usefulness, become misleading or extra baggage? Design this When to Stop Using It in from the start think through the natural ways people will warp behavior or information to yield How to Game It more ‘favorable’ outcomes Warnings recommend balancing metrics, limits on use, and dangers of improper use
  • 10. Velocity Name Velocity Question How much software can my team deliver per iteration? Basis of Measurement Story points or “ideal engineering hours” Assumptions The team is delivering working software every iteration Velocity is most useful at the project level. It allows the team to forecast how much work they can expect to Level and Usage complete based on prior efforts. Velocity can be affected by many things: Changing team members, obstacles, toolsets, difficulty of feature or amount of learning required, etc. will lower the velocity of the team. Barring unexpected obstacles, a stable team on the same project with the required resources will generally gain in velocity during the course of the Expected Trend project, then plateau. Velocity is a very useful metric for the team, and should be used during the course of the project once work has When to Use It started. When to Stop Using In a longer project when the team, resources, and technology are all stable, velocity will also become stable. It The team may suspend collecting velocity since it is quot;known.quot; Velocity is only meaningful to the exact team providing the data - each team will estimate their work differently How to Game It from other teams. Velocity is not the same as value. A team with excellent velocity could spend months quickly and effectively delivering software that does not have the investment potential. Comparing velocity of teams is problematic (see above) and should be avoided: this diagnostic is a barometer for the team itself, as a unit. Team member velocities are problematic: velocity should be measured at the team level, since that is the unit that must self- Warnings organize to produce value
  • 11. Velocity Chart – an Example
  • 12. Scope Burn Up – an Example
  • 13. Story Rate Average Story Point Per Day Per Developer 2.5 2.1 2.0 Story Point 1.5 1.4 1.3 1.3 1.3 1.3 1.3 1.2 1.1 1.1 1.1 1.1 1.1 1.1 1.0 1.0 0.9 0.8 0.8 0.7 0.6 0.5 0.4 0.4 0.3 0.1 0.0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Iteration # Story Rate 3 per. Mov. Avg. (Story Rate)
  • 17. QA Metrics – A Sample Code Coverage Bugs Iteration Iteration Status Fixed Carried over Status 17 16 Total Coverage 90.3% 88.9% Iteration 17 15 5 Code Coverage 88.5% 86.6% To Date 207 5 Summary – Selenium Tests Tests Failures Errors Success Time (sec) rate 52 (677 assertions) 1 0 98% 39 mnts
  • 18. More Metrics Build: Tests: • Frequency of builds • Unit tests per story • Average duration of builds • Functional tests per story • Number of broken builds per • Defects carried over per iteration iteration • Defects per story • Average duration of broken build • Number of builds per iteration Scope: • Development: Scope change (stories removed or added • Cyclometric complexity measures from scope due to redundancy or rewrite) per iteration • Distribution of method and class • lengths Scope changes not caused by additional • Rate of change of source (loc stories per iteration • in/out) User Stories carried forward (hangover) per • Proportion of source code that is iteration • test code No of stories held in Analysis, Development, Testing per iteration
  • 19. Warning! • One can get completely lost in too many metrics • A quot;just enoughquot; metrics approach is recommended: too much information can obscure important trends • quot;If you can't measure it, you can't manage it.“ – Peter Drucker Just make it simple and practical. Measure those metrics you choose and act on them.
  • 20. References • Appropriate Agile Measurement: Using Metrics and Diagnostics to Deliver Business Value Deborah Hartmann, Agile Process Coach, deborah@hartmann.net & Robin Dymond, Agile Management Consultant, robin.dymond@gmail.com • Cohn, Mike, Agile Estimating and Planning, Prentice Hall, 2006