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ITIL® & Agile
Matthias Gessenay
matthias.gessenay@corporatesoftware.ch



ITIL® is a Registered Trade Mark of the Cabinet Office.

© Crown Copyright Material reproduced under licence from
the vanilla Material „Agile“ from APMG
Agenda
 Introduction in Agile Philosophy & Principles
 Timeboxing & Moscow
 Integration with ITIL®®
Agile concerns and issues?




                        All Agile Slides (c) by DSDM Consortium
What is Agile?
 Generic Description of a style of working
  Flexibility
  Working closely with customer throughout
  Ensuring final solution actually           meets business need
  Deferring decisions about detail           as late as possible



                                                         AGI L E
What is Agile?
             We are uncovering better ways of developing software
              by doing it and helping others do it.
              Through this work we have come to value
        People and Interactions          over             Processes and Tools

           Working Software              over       Comprehensive Documentation

        Customer Collaboration           over             Contract Negotiation

        Responding to Change             over               Following a Plan

That is; while there is value in the items on the right; we value the items on the left more.
(But Agile is not just about delivering software, it applies to all types of project)
Agile Project Management - The Basics
Basics – What is negotiable?
Basics – The Principles
Principles support the philosophy
Highlight attitude and mindset needed by team
Compromising any principle undermines philosophy
• And introduces risk

Applying all principles ensures maximum benefit
Collectively principles enable organizations to
collaboratively deliver best value solutions
Basics – Principle 1
 Focus on the business need
 –   Decisions based around project goal
     – To deliver what business needs it to deliver, when it needs to be delivered
 –   Requires team to
     • Understand true business priorities
     • Establish sound business case
     • Seek continuous business sponsorship
       and commitment
     • Guarantee Minimum Useable Subset
• Supported by
 –   Business roles
 –   Business Products agreed at Foundations stage
 –   Key techniques - MoSCoW prioritization and Timeboxing
Basics - Principle 2
Deliver on time
  Requires team to
   Timebox the work
   Focus on business priorities
   Always hit deadlines

Supported by
 Key techniques : Timeboxing and MoSCoW
   To build a reputation for timely and predictable deliveries
Basics - Principle 3
 Collaborate
  Requires team to
   Involve the right stakeholders at the right time, throughout project
   Ensure team members are empowered to make decisions
   on behalf of those they represent
   Actively involve business representatives
   Build one-team culture

 Supported by
  Business roles
  Key technique : Facilitated workshops
Basics – Principle 4
 Never compromise quality
 –   Requires team to
     •   Set level of quality at the outset
     •   Ensure quality does not become a variable
     •   Design, document and test appropriately
     •   Test early and continuously
     •   Build in quality by constant review with the right people


• Supported by
     Testing products
     Early and integrated testing
     Regular reviews throughout lifecycle
     Key techniques : MoSCoW and Timeboxing
Basics - Principle 5
 Build incrementally from firm foundations
   Requires teams to
    Strive for early delivery of business benefit where possible
    Continually confirm correct solution is being built
    Formally re-assess priorities and ongoing project viability with
    each delivered increment
 Supported by
   The lifecycle
    Creating a solid base of knowledge (Feasibility and Foundations)
    before developing incrementally (through Exploration and
    Engineering)
Basics - Principle 6
 Develop iteratively
  –   Iterative development allows team to converge on accurate solution
  –   Nothing built perfectly 1st time
  –   Requires team to
      •   Do enough design up front (EDUF) to create strong foundations
      •   Build products using an iterative approach
      •   Build customer feedback into each iteration
      •   Accept that most detail emerges later rather than sooner
      •   Embrace change – the right solution will not evolve without it
      •   Be creative, experiment, learn, evolve

  –   Change is inevitable, allow for it and harness its benefits
• Supported by
  –   Iteration and constant review
          Ensures the evolving solution aligns with what business really needs
Basics – Principle 7

  Communicate continuously and clearly
  –   Requires team to
      •   Run daily stand-up sessions
      •   Use facilitated workshops
      •   Use ‘Rich Communication’ –modelling, prototyping
      •   Present iterations of evolving solution early and often
      •   Keep documentation lean & timely
      •   Manage stakeholder expectations throughout
      •   Encourage informal, face-to-face communication at all levels

• Supported by
      User involvement and empowerment
      Stand-up and Facilitated workshops
      Clearly defined roles and user involvement
      Models and prototypes – to make early instances of
      solution visible
17


     Basics – Principle 8
      Demonstrate control
       Requires team, especially Project Manager and Team Leader, to
         Use appropriate level of formality for tracking and reporting
         Make plans and progress visible to all
         Measured progress through delivery of products
         Manage proactively
         Continuously evaluate project viability based on business objectives
      Supported by
       Key technique : Timeboxing
       Constant review
       Planning products
         Management Foundations and Timebox Plans
Agile Project Management
 Different style of management (compared to traditional)
  Enabling constant change during elaboration of the detail
  Continuously correcting course
  Maintaining aim on target (delivering a usable solution on a fixed date)
 Monitoring progress in a different way
  Measured by delivery of products (not by activity)
  Sustaining the high rate of progress throughout
 Targeting and motivating empowered teams
 (Not directing them)
  Collaboration requires a no-blame culture
  Building culture of team success/failure
Agile – Management Style


   Tightly Managed Teams          Self Directed Teams (Agile)
Take directions                 Take initiative
Seek individual reward          Focus on team contributions
Focus on low-level objectives   Concentrate on solutions
Compete                         Co-operate
Comply with processes,          Continuously look for better
 regardless of outcome           ways of working
React to emergencies            Take steps to prevent
                                  emergencies
20




     The Development Framework
21


     MoSCoW Prioritization

     Must Have                       Guaranteed             Minimum Useable SubseT
         No more than 60% effort
     Should Have                     Expected               Work arounds difficult/costly
         @ 20% effort
     Could Have                      Possibly                Work arounds easy/cheap
         @ 20% effort

     Won’t have this time         Maybe next time Out of Scope for this timeframe
     Requirements that cannot be de-scoped without causing the project to fail
     Requirements that can be de-scoped as a last resort to keep the project on track
     Requirements that can be de-scoped without causing significant problems
22




     Delivering the Business Case
Timeboxing
                          2-4 (exceptionally 6) weeks
          Investigation          Refinement             Consolidation
                 10-20%             60-80%               10-20%




Created by the Team
                                    • Timebox supported by
MoSCoW for this Timebox
Milestone dates                         – Daily stand-ups
  e.g.. Planned Review sessions            • Communication and control
Roles and Responsibilities              – Reviews
Deliverables (with acceptance criteria)    • On-going acceptance and risk
                                               reductions
Timeboxing - Iterations
Agree Timebox                                                                       Sign-off what
  Scope and                                                                           has been
  MoSCoW                                                                              delivered.
   priorities             10-20%             60-80%            10-20%
                                                                                   Assess impact
                           effort             effort            effort
                                                                                   of what has not
                        Investigation     Refinement        Consolidation           been “done”




                 Investigate                Work on the            Finish off, ensuring
                detail of work              Solution in               overall output
                  to be done             line with agreed             of Timebox is
                                        MoSCoW priorities             fit for purpose
Timeboxing - Iterations
For each iteration (Investigate, Refine, Consolidate) within a
Timebox               Identify what has to
                                 be done
                             in this iteration


     Agree informal
                                                       Review the solution with
  plan for how this will
                                                        Business Ambassador
   be achieved in this
                                                            (and others?)
        iteration



                              Evolve solution as
                           appropriate with detailed
                             input from Business
                                Ambassador
Timeboxing - Iterations


                        Review                 Review                  Review




Investigation Review           Refinement Review              Consolidation Review
• Team share results           • Team share results           • Share final results of
   of their investigation with    so far with Ambassador,        Timebox with Ambassador,
   Ambassador, Visionary          Visionary (possibly)           Visionary (probably), and
   (possibly) and Technical       and Technical Coordinator      Technical Coordinator
   Coordinator                 • Agree and prioritise work    • Confirm deliverables are fit
• Team validate what they are     to be completed by end of      for their intended purpose
   intending to deliver by        Timebox                        (i.e.. meet agreed
   end of Timebox                                                acceptance criteria)
Timeboxing – Provides Control


                                            Deploy                             Deploy

• Control is applied at the detail level – this Development Timebox
    – Delivering on time every time
       • If this Timebox is on time, the Increment (and Project) are on time
Integration with ITIL®
Fragen?

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ITIL® & Agile: An Introduction

  • 2. Matthias Gessenay matthias.gessenay@corporatesoftware.ch ITIL® is a Registered Trade Mark of the Cabinet Office. © Crown Copyright Material reproduced under licence from the vanilla Material „Agile“ from APMG
  • 3. Agenda Introduction in Agile Philosophy & Principles Timeboxing & Moscow Integration with ITIL®®
  • 4. Agile concerns and issues? All Agile Slides (c) by DSDM Consortium
  • 5. What is Agile? Generic Description of a style of working Flexibility Working closely with customer throughout Ensuring final solution actually meets business need Deferring decisions about detail as late as possible AGI L E
  • 6. What is Agile? We are uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value People and Interactions over Processes and Tools Working Software over Comprehensive Documentation Customer Collaboration over Contract Negotiation Responding to Change over Following a Plan That is; while there is value in the items on the right; we value the items on the left more. (But Agile is not just about delivering software, it applies to all types of project)
  • 8. Basics – What is negotiable?
  • 9. Basics – The Principles Principles support the philosophy Highlight attitude and mindset needed by team Compromising any principle undermines philosophy • And introduces risk Applying all principles ensures maximum benefit Collectively principles enable organizations to collaboratively deliver best value solutions
  • 10. Basics – Principle 1 Focus on the business need – Decisions based around project goal – To deliver what business needs it to deliver, when it needs to be delivered – Requires team to • Understand true business priorities • Establish sound business case • Seek continuous business sponsorship and commitment • Guarantee Minimum Useable Subset • Supported by – Business roles – Business Products agreed at Foundations stage – Key techniques - MoSCoW prioritization and Timeboxing
  • 11. Basics - Principle 2 Deliver on time Requires team to Timebox the work Focus on business priorities Always hit deadlines Supported by Key techniques : Timeboxing and MoSCoW To build a reputation for timely and predictable deliveries
  • 12. Basics - Principle 3 Collaborate Requires team to Involve the right stakeholders at the right time, throughout project Ensure team members are empowered to make decisions on behalf of those they represent Actively involve business representatives Build one-team culture Supported by Business roles Key technique : Facilitated workshops
  • 13. Basics – Principle 4 Never compromise quality – Requires team to • Set level of quality at the outset • Ensure quality does not become a variable • Design, document and test appropriately • Test early and continuously • Build in quality by constant review with the right people • Supported by Testing products Early and integrated testing Regular reviews throughout lifecycle Key techniques : MoSCoW and Timeboxing
  • 14. Basics - Principle 5 Build incrementally from firm foundations Requires teams to Strive for early delivery of business benefit where possible Continually confirm correct solution is being built Formally re-assess priorities and ongoing project viability with each delivered increment Supported by The lifecycle Creating a solid base of knowledge (Feasibility and Foundations) before developing incrementally (through Exploration and Engineering)
  • 15. Basics - Principle 6 Develop iteratively – Iterative development allows team to converge on accurate solution – Nothing built perfectly 1st time – Requires team to • Do enough design up front (EDUF) to create strong foundations • Build products using an iterative approach • Build customer feedback into each iteration • Accept that most detail emerges later rather than sooner • Embrace change – the right solution will not evolve without it • Be creative, experiment, learn, evolve – Change is inevitable, allow for it and harness its benefits • Supported by – Iteration and constant review Ensures the evolving solution aligns with what business really needs
  • 16. Basics – Principle 7 Communicate continuously and clearly – Requires team to • Run daily stand-up sessions • Use facilitated workshops • Use ‘Rich Communication’ –modelling, prototyping • Present iterations of evolving solution early and often • Keep documentation lean & timely • Manage stakeholder expectations throughout • Encourage informal, face-to-face communication at all levels • Supported by User involvement and empowerment Stand-up and Facilitated workshops Clearly defined roles and user involvement Models and prototypes – to make early instances of solution visible
  • 17. 17 Basics – Principle 8 Demonstrate control Requires team, especially Project Manager and Team Leader, to Use appropriate level of formality for tracking and reporting Make plans and progress visible to all Measured progress through delivery of products Manage proactively Continuously evaluate project viability based on business objectives Supported by Key technique : Timeboxing Constant review Planning products Management Foundations and Timebox Plans
  • 18. Agile Project Management Different style of management (compared to traditional) Enabling constant change during elaboration of the detail Continuously correcting course Maintaining aim on target (delivering a usable solution on a fixed date) Monitoring progress in a different way Measured by delivery of products (not by activity) Sustaining the high rate of progress throughout Targeting and motivating empowered teams (Not directing them) Collaboration requires a no-blame culture Building culture of team success/failure
  • 19. Agile – Management Style Tightly Managed Teams Self Directed Teams (Agile) Take directions Take initiative Seek individual reward Focus on team contributions Focus on low-level objectives Concentrate on solutions Compete Co-operate Comply with processes, Continuously look for better regardless of outcome ways of working React to emergencies Take steps to prevent emergencies
  • 20. 20 The Development Framework
  • 21. 21 MoSCoW Prioritization Must Have Guaranteed Minimum Useable SubseT No more than 60% effort Should Have Expected Work arounds difficult/costly @ 20% effort Could Have Possibly Work arounds easy/cheap @ 20% effort Won’t have this time Maybe next time Out of Scope for this timeframe Requirements that cannot be de-scoped without causing the project to fail Requirements that can be de-scoped as a last resort to keep the project on track Requirements that can be de-scoped without causing significant problems
  • 22. 22 Delivering the Business Case
  • 23. Timeboxing 2-4 (exceptionally 6) weeks Investigation Refinement Consolidation 10-20% 60-80% 10-20% Created by the Team • Timebox supported by MoSCoW for this Timebox Milestone dates – Daily stand-ups e.g.. Planned Review sessions • Communication and control Roles and Responsibilities – Reviews Deliverables (with acceptance criteria) • On-going acceptance and risk reductions
  • 24. Timeboxing - Iterations Agree Timebox Sign-off what Scope and has been MoSCoW delivered. priorities 10-20% 60-80% 10-20% Assess impact effort effort effort of what has not Investigation Refinement Consolidation been “done” Investigate Work on the Finish off, ensuring detail of work Solution in overall output to be done line with agreed of Timebox is MoSCoW priorities fit for purpose
  • 25. Timeboxing - Iterations For each iteration (Investigate, Refine, Consolidate) within a Timebox Identify what has to be done in this iteration Agree informal Review the solution with plan for how this will Business Ambassador be achieved in this (and others?) iteration Evolve solution as appropriate with detailed input from Business Ambassador
  • 26. Timeboxing - Iterations Review Review Review Investigation Review Refinement Review Consolidation Review • Team share results • Team share results • Share final results of of their investigation with so far with Ambassador, Timebox with Ambassador, Ambassador, Visionary Visionary (possibly) Visionary (probably), and (possibly) and Technical and Technical Coordinator Technical Coordinator Coordinator • Agree and prioritise work • Confirm deliverables are fit • Team validate what they are to be completed by end of for their intended purpose intending to deliver by Timebox (i.e.. meet agreed end of Timebox acceptance criteria)
  • 27. Timeboxing – Provides Control Deploy Deploy • Control is applied at the detail level – this Development Timebox – Delivering on time every time • If this Timebox is on time, the Increment (and Project) are on time