Letting the cards speak: Agile planning for SharePoint

idea. plan. deliver.
Thanks to our Sponsors!!!

Letting the Cards Speak: Agile Planning for
SharePoint
Enrique Lima
Principal Consultant

Housekeeping…
• Download EventBoard Mobile and remember to fill out session
evaluations…
• Phasers set to stun, mobile devices set to silent…
• You must be present to win at the wrap-up…

Who am I?
• Enrique Lima
• enrique@thinkalm.com
• MC*
• Principal Consultant
• MCT- Regional Lead (East US)
• @enriquelima - twitter.com/enriquelima
• Member of INETA

We interrupt this program …
• Stop asking questions, just build the thing already.
• Of course I am sure what I want
• No, no need to document it, we are set on what we
want
• Change our mind? US?!? No, never!
• Any and all comments similar to your reality are …
pure coincidence!
• Otherwise it would just be weird

Agenda
• Being Agile, and what that means
• Requirements Management Defined
• What defines the vision?
• How do we make it our mission?
• Validation and verification
• Measuring success
• Tools and Styles

It should all start with an idea!
It’s just that simple … we are
done!
You are not paid to think! You are
paid to do!

“Agile is now widely recognised as a project
delivery and general working approach with a
proven track record of delivering more business
value faster through higher quality deliverables in
comparison to traditional methodologies.”
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:
Individuals 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.
The Agile Manifesto

Being Agile, and what that means
• Agile vs. agility
• Agile never said “Do not document”
• Agile does not say “Requirements? We don’t need them”
• Agility gives you the flexibility to change
• Agile gives you the methodology to drive and monitor that change

Let’s compare …
Fixed Agile
Ability Static, like a building’s height Can grow, like muscle
Goal Look good, finish Learn, evolve
Challenge Avoid Embrace
Failure Defines your identity Provides information (See red, green,
refactor)
Effort People with no talent do this Path to mastery
Reaction to Challenge Helplessness Resiliency

Requirements Management defined
The process of documenting, analyzing, tracing, prioritizing and agreeing on
requirements and then controlling change and communicating to relevant
stakeholders. It is a continuous process throughout a project. A
requirement is a capability to which a project outcome (product or service)
should conform.

Someone, somewhere decided that either you apply
Agile literally or you are not agile. Some other dude,
in some other place decided if you document then
you are not Agile.
They want to increase traceability, yet …
We should not document, documentation
is tedious and unnecessary.
Is It???!!!???
Gathering or eliciting requirements is essential to
know where we are going, what is needed, what
needs to be satisfied

Requirements, Requirements, Requirements!
• EPICs, stories
• Requirements
• Help define what the client/customer/stakeholder will be accepting.

Anatomy of an EPIC
• As a user, I want an HR System

Anatomy of a story
• As <a type of user>, I want <identify the goal> so that <reason>

Requirements and the Activities behind them
• Be a CSI
▫ Investigate
• Adopt a can do attitude
▫ Feasibility and flexibility
• Celebrate your victory
▫ Release
• Think outside the Box
▫ Design
• Always wear a hard hat
▫ Construct and test
• Master your trade
▫ Trade-off that is

What defines the Vision?
• Make it EPIC!
• Be able to make it smaller and attainable
• “Aim small, miss small“
• Become a story teller
• Identify a clear and concise story
• Know thy path!

What defines the Vision?
• Tell me about how you like your Peanut Butter and Jelly sandwich
• Use Ron Jeffries’ three Cs
▫ Card
▫ Conversation
▫ Confirmation

How do we make it our mission?
• The EPIC grand tale becomes a Story
• Turn the story to an action
• Measurable stories
• Stories become a detailed task
• Give them weight!
• Learn to play Poker.
• 0,1,2,3,5,8,13,20 …

How do we make it our mission?
• The Power of the Card!
• Manage Progress!
• Manage Change!
• Wait, this sounds like a contract!
• Involve, engage, commit!
• Reach and define Minimal Viable Functionality (What needs to exist at
Day 1)

Validation and verification
• Know where you are going
• Know how to get there
• Know when you have arrived
• Receive “the reward” for having arrived.
• Building the right solution is not the same as building the solution right

Measuring success
• Was the goal to …
▫ Get there?
▫ Get there fast?
▫ Get there with time left on the clock?
▫ Get there before anyone else?
▫ Get there somehow?
▫ Wash, Rinse, Repeat.

Tools and Styles
• Electronic or Hardcopy?
▫ AgileZen
▫ Pivotal Tracker
▫ Visual Studio Online
▫ Trello
▫ Uzility
▫ Combination?
 TFS
 SharePoint

In closing …
• Would it help deliver better solutions?
• What about adoption?
• Remember MVF

Resources
 http://geekswithblogs.net/enriquelima
 http://www.intentionalthinking.com
 http://uzility.com
 http://visualstudio.com
 http://trello.com
 http://www.mountaingoatsoftware.com

Join us at #SharePint sponsored by K2 at World of Beer of
Reston in the Towncenter just across the bridge
Why? To network with fellow SharePoint professionals
What? SharePint!!!
When? 6:00 PM
Where?
World of Beer Reston
1888 Explorer Street
Reston, VA 20190
Thanks to?
K2!

Letting the cards speak: Agile planning for SharePoint

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