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“War Stories”
Experiences applying Agile in many types of business

             gerard.hartnett@coclarity.com

                Enterprise Ireland,
                Dublin, IRELAND.
                  23-Nov-2009
Overview
                              Introduction
                              Patterns, PLOPS and OOPSLA
                              Scrum
                              eXtreme Programming
                              GTD and 4HWW
                              Conclusion

Copyright © 2009 coClarity Ltd.              2
Introduction
                                  20-years SW experience
                                  Currently: coClarity, Limerick
                                  Intel, Basis & Tellabs, Shannon
                                  Digital, Galway
                                  Motorola, Cork, & USA
                                  QC-Data, Cork & Canada

Copyright © 2009 coClarity Ltd.                  3
Conclusion
                 Great ideas cross boundaries between
                 disciplines
                 Software has Borrowed from Everywhere
                 Agile techniques can be applied in any kind of
                 business
                 Customer Focus, Deliver Early & Often,
                 Simplicity (Product & Plans), Self-Organising

Copyright © 2009 coClarity Ltd.       4
Patterns, PLOPS and
     OOPSLA
Patterns
                 Reusable solution to a
                 common problem
                 Borrowed from
                 Architecture (Alexander)
                 1987 OOPSLA, Beck &
                 Cunningham
                 1994, Gang of Four

Copyright © 2009 coClarity Ltd.       6
PLOPs

                 Pattern Languages of
                 Programs
                 Conferences Started 1994
                 PLOP-2, paper on
                 Episodes (Cunningham)



Copyright © 2009 coClarity Ltd.         7
OOPSLA 98
                 Birds-of-a-feather
                 session
                 100s arrived
                 One page handout of
                 the key practices
                 Diagram of how they
                 related to each other

Copyright © 2009 coClarity Ltd.        8
eXtreme Programming
Overview

                 A light-weight methodology
                 For small-to-medium-sized teams
                 Vague or rapidly-changing requirements
                 Values: communication, feedback, simplicity,
                 courage and respect


Copyright © 2009 coClarity Ltd.       10
Practices
                 Quick Plan                Pair Programming
                 Small Releases            Collective Ownership
                 Metaphor                  Continuous Integration
                 Simple Design             40-Hour Week
                 Testing                   On-Site Customers
                 Refactoring               Coding Standards

Copyright © 2009 coClarity Ltd.       11
A-La-Carte

            The books warn against a-la carte approach
            We tailored it out of necessity
            Didn’t really use: Metaphor, On-site Customers
            Modified: Scrum for planning, Collective
            Ownership within Team


Copyright © 2009 coClarity Ltd.       12
Pair Programming




         Photo credit flickr.com/people/lucadex
Pair Programming our
                     Experience
                 The most controversial practice
                 Some components pair programmed
                 Lowest defect rates
                 Smaller code sizes
                 Small sample set


Copyright © 2009 coClarity Ltd.        14
Pair Lessons Learned
                 No Keyboard Wrestling, Large Fonts
                 Think about neighbours
                 No editor wars
                 Set key objectives
                 Not as useful during bug-fix phase
                 Can be done remotely (gotomeeting)

Copyright © 2009 coClarity Ltd.       15
Scrum
New New Product
                    Development Game
            Article in Harvard
            Business Review 1986
            Study of companies in
            Japan & US
            Fuji-Xerox, Canon,
            Honda, NEC, HP, 3M


Copyright © 2009 coClarity Ltd.     17
Six Characteristics
                 Built in instability - broad challenging goal
                 Self-organising teams
                 Overlapping Development Phases
                 Multilearning
                 Subtle Control
                 Organisational transfer of learning

Copyright © 2009 coClarity Ltd.        18
Scrum

•   Computer guys
    borrowed from
    “New New...”

•   Called it Scrum

•   I suspect they were
    never in a real Scrum



                                Photo credit flickr.com/photos/bohane/
Scrum Overview
                 You can manage any kind of project with
                 Scrum
                 I’ve used on tiny and large projects
                 Not rocket science or expensive (although
                 an “industry” has popped up)
                 It works & viral


Copyright © 2009 coClarity Ltd.       20
“Opportunities”
        All projects have chickens
        and pigs
        Pigs are happy: no status
        reports or boring meetings
        Chickens are happy: they
        know what’s happening
        without getting in the way

Copyright © 2009 coClarity Ltd.    21   Photo credit flickr.com/photos/7326810@N08
The Theory
                 Software engineering is complex adaptive
                 system
                 Traditional planning - illusion of control
                 Empirical process not a “defined process”
                 Complexity theory - better to do frequent
                 samples and small adjustments
                 Adaptability is better than predicability

Copyright © 2009 coClarity Ltd.        22
The Team


                 Should be small (6 max) - if bigger, split
                 Ideally co-located (can work distributed)




Copyright © 2009 coClarity Ltd.        23
The Project




                            Diagram by Lakeworks http://commons.wikimedia.org/wiki/Image:Scrum_process.svg




•   Punctuated Equilibrium - balance team focus, management
    visibility, and adaptability
The Sprint

                 Easier for team to focus on something a
                 month away
                 Daily short meetings
                 At the end - write-up or demo



Copyright © 2009 coClarity Ltd.         25
The Daily Meeting
                 KISS - 15 minutes max, same time & place
                 3 questions
                   • what did you do? (binary - all or nothing)
                   • what roadblocks?
                   • what will you do by tomorrow?
                 Everyone responsible for their own tasks

Copyright © 2009 coClarity Ltd.        26
+?#!$'(% 8% "*+&'0% !/% ,')6"-@*'1% /0!+% IJ?-1!('1K%                        S'0$%S-1-&#'%-"%,6'%!0A8"-V8,-!";%8"(%)*0-!1-,$%/0!+%!,6'


                 Loads of Post-its stuck
"A68+;%NOOPQ%,6'%?0')*01!0%,!%'R,0'+'%?#8""-"A=%                             ,'8+1%6'#?'(%,6'%-"-,-8#%1?0'8(%!/%,6'%,')6"-@*'=%W-A*0'%N
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 6'% ,'8+1% -"% H",'#% 568""!"=% G6'$% &'#-'S'% ,6'% .'$%                        %


                 to a big sheet of paper
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Consequence of “Loads
                 of post-its”
                 Low effort - visualisation of progress
                 Preparation is fast - post-its on monitors
                 Occasional trips to the “big sheet”
                 Not great for distributed teams
                 3M make loads of money


Copyright © 2009 coClarity Ltd.       28
Planning
                 More KISS
                 No complex Gannt chart
                 Plan is a series of sprints
                 Dependencies only at a sprint level
                 Can use sophisticated estimation techniques
                 Shorter sprints at the start and end

Copyright © 2009 coClarity Ltd.        29
!""#$%!&#'( )*( +$,)-$&.)'+( +'/'#*"0'1)( )2!1( 2!,( &''1(                 D#!11$13( $,( E'")( ,$0"#'=( A2'-'( $,( 1*( %*0"#'F( G!1))(
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            Planning - Full Project
   (                                                                   A2'(*/'-!##("#!1($,(!(,'-$',(*@(,"-$1),(5,''(I$3(9<=(>1)'-1!#(
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"#!11$13("-*%',,(!#,*=(A2'B(.,'()4*("#!11$13(,)!3',8(*1'(                  (
!)( )2'( ,)!-)( *@( '!%2( ,"-$1)( !1+( *1'( !)( )2'( ,)!-)( *@( )2'(       (
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                                                                         %
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     J!%2()'!0(#'!+(+*',(!("#!1(*.)#$1$13(!##(*@()2'(,"-$1),(              )2'( ,)!-)( *@( "-*C'%)( ,"-$1)( "#!1( !1+( #**E( !)( !1B( 1'4(
)*( )2'( '1+( *@( )2'( "-*C'%)=( >1$)$!#( 0'')$13,( !-'( %*1+.%)'+(        &!%E#*3( $)'0,( )2!)( 0!B( 2!/'( %*0'( ."( +.-$13( )2'( #!,)(
Planning - Sprint
                 At the start check project plan & look at
                 new backlog items
                 Allocate to individuals - could use simple
                 spreadsheet
                 Efforts based on “ideal days”
                 Inside/Outside end-date
                 At the end: write-up, demo, release

Copyright © 2009 coClarity Ltd.       31
The Big Chickens
                 Start to trust it - less reporting needed
                 Can show up at daily meetings - must
                 remember they are chickens
                 Can add new items to backlog
                 Other possibilities - earned value, wide-
                 band-delphi, comparison to estimates


Copyright © 2009 coClarity Ltd.       32
Scrum Conclusion
                    Simple, low-overhead, adaptable any kind/
                    size project
                    Everyone gets involved in planning and
                    tracking, team “gells”
                    The chickens can actually contribute
                    Scrum was more sticky than eXP


Copyright © 2009 coClarity Ltd.        33
GTD and 4HWW
GTD
            Getting Things Done
            A new cult for the info age -
            Wired
            Levels: Actions, Projects,
            Areas,Yearly, 5-Year, Life
            Collect, Process, Organise,
            Review, Do
Copyright © 2009 coClarity Ltd.     35
Actions and Projects
                 Action: always something that needs to be
                 done first
                 Each action has a context
                 Project: requires more than one action
                 Don’t need to plan projects in detail but
                 define outcome
                 Choose actions based on context

Copyright © 2009 coClarity Ltd.       36
4HWW

                 The 4 Hour Workweek
                 80/20 Rule
                 Decide two meaningful
                 things to accomplish
                 Email twice a day


Copyright © 2009 coClarity Ltd.      37
Conclusion
Common Patterns
                 Bottom Up Planning (take care of days...)
                 Simple Top Down Plan - it will change
                 Adaptable more important than predictable
                 Don’t Just React - Make Active Choices
                 Feedback Loops
                 Encourage self-organisation

Copyright © 2009 coClarity Ltd.      39
Conclusion
                 Great ideas cross boundaries between
                 disciplines
                 Software has Borrowed from Everywhere
                 Agile techniques can be applied in any kind of
                 business
                 Customer Focus, Deliver Early & Often,
                 Simplicity (Product & Plans), Self-Organising

Copyright © 2009 coClarity Ltd.       40
Ideas            X         Execution
                 Derek Sivers [7]

• Awful -1                  • None $1
• Weak 1         €13.71     • Weak $1,000
• So-So 5                   • So-So $10,000
                 $500k
• Good 10                   • Good $100,000
• Great 15                  • Great $1,000,000
• Brilliant 20   $200M      • Brilliant $10,000,000
Next Steps
                    Decide what aspects you are interested in
                    Read about them on wikipedia
                    Read the paper: Fitzgerald, Hartnett “Agile
                    inside Intel” (short.ie/uehtqv)
                    Try some of the Patterns even on your
                    personal work
                    Consider trying Scrum with your team

Copyright © 2009 coClarity Ltd.        42
Thank You
               Happy to talk about
                       SCRUM          Startups
       GTD
                                  coclarity
        Goshido Web-collaboration
                       OO Design
      Entrepreneurship    Ruby on Rails



Copyright © 2009 coClarity Ltd.          43

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Agile Project Management - coClarity

  • 1. “War Stories” Experiences applying Agile in many types of business gerard.hartnett@coclarity.com Enterprise Ireland, Dublin, IRELAND. 23-Nov-2009
  • 2. Overview Introduction Patterns, PLOPS and OOPSLA Scrum eXtreme Programming GTD and 4HWW Conclusion Copyright © 2009 coClarity Ltd. 2
  • 3. Introduction 20-years SW experience Currently: coClarity, Limerick Intel, Basis & Tellabs, Shannon Digital, Galway Motorola, Cork, & USA QC-Data, Cork & Canada Copyright © 2009 coClarity Ltd. 3
  • 4. Conclusion Great ideas cross boundaries between disciplines Software has Borrowed from Everywhere Agile techniques can be applied in any kind of business Customer Focus, Deliver Early & Often, Simplicity (Product & Plans), Self-Organising Copyright © 2009 coClarity Ltd. 4
  • 6. Patterns Reusable solution to a common problem Borrowed from Architecture (Alexander) 1987 OOPSLA, Beck & Cunningham 1994, Gang of Four Copyright © 2009 coClarity Ltd. 6
  • 7. PLOPs Pattern Languages of Programs Conferences Started 1994 PLOP-2, paper on Episodes (Cunningham) Copyright © 2009 coClarity Ltd. 7
  • 8. OOPSLA 98 Birds-of-a-feather session 100s arrived One page handout of the key practices Diagram of how they related to each other Copyright © 2009 coClarity Ltd. 8
  • 10. Overview A light-weight methodology For small-to-medium-sized teams Vague or rapidly-changing requirements Values: communication, feedback, simplicity, courage and respect Copyright © 2009 coClarity Ltd. 10
  • 11. Practices Quick Plan Pair Programming Small Releases Collective Ownership Metaphor Continuous Integration Simple Design 40-Hour Week Testing On-Site Customers Refactoring Coding Standards Copyright © 2009 coClarity Ltd. 11
  • 12. A-La-Carte The books warn against a-la carte approach We tailored it out of necessity Didn’t really use: Metaphor, On-site Customers Modified: Scrum for planning, Collective Ownership within Team Copyright © 2009 coClarity Ltd. 12
  • 13. Pair Programming Photo credit flickr.com/people/lucadex
  • 14. Pair Programming our Experience The most controversial practice Some components pair programmed Lowest defect rates Smaller code sizes Small sample set Copyright © 2009 coClarity Ltd. 14
  • 15. Pair Lessons Learned No Keyboard Wrestling, Large Fonts Think about neighbours No editor wars Set key objectives Not as useful during bug-fix phase Can be done remotely (gotomeeting) Copyright © 2009 coClarity Ltd. 15
  • 16. Scrum
  • 17. New New Product Development Game Article in Harvard Business Review 1986 Study of companies in Japan & US Fuji-Xerox, Canon, Honda, NEC, HP, 3M Copyright © 2009 coClarity Ltd. 17
  • 18. Six Characteristics Built in instability - broad challenging goal Self-organising teams Overlapping Development Phases Multilearning Subtle Control Organisational transfer of learning Copyright © 2009 coClarity Ltd. 18
  • 19. Scrum • Computer guys borrowed from “New New...” • Called it Scrum • I suspect they were never in a real Scrum Photo credit flickr.com/photos/bohane/
  • 20. Scrum Overview You can manage any kind of project with Scrum I’ve used on tiny and large projects Not rocket science or expensive (although an “industry” has popped up) It works & viral Copyright © 2009 coClarity Ltd. 20
  • 21. “Opportunities” All projects have chickens and pigs Pigs are happy: no status reports or boring meetings Chickens are happy: they know what’s happening without getting in the way Copyright © 2009 coClarity Ltd. 21 Photo credit flickr.com/photos/7326810@N08
  • 22. The Theory Software engineering is complex adaptive system Traditional planning - illusion of control Empirical process not a “defined process” Complexity theory - better to do frequent samples and small adjustments Adaptability is better than predicability Copyright © 2009 coClarity Ltd. 22
  • 23. The Team Should be small (6 max) - if bigger, split Ideally co-located (can work distributed) Copyright © 2009 coClarity Ltd. 23
  • 24. The Project Diagram by Lakeworks http://commons.wikimedia.org/wiki/Image:Scrum_process.svg • Punctuated Equilibrium - balance team focus, management visibility, and adaptability
  • 25. The Sprint Easier for team to focus on something a month away Daily short meetings At the end - write-up or demo Copyright © 2009 coClarity Ltd. 25
  • 26. The Daily Meeting KISS - 15 minutes max, same time & place 3 questions • what did you do? (binary - all or nothing) • what roadblocks? • what will you do by tomorrow? Everyone responsible for their own tasks Copyright © 2009 coClarity Ltd. 26
  • 27. +?#!$'(% 8% "*+&'0% !/% ,')6"-@*'1% /0!+% IJ?-1!('1K% S'0$%S-1-&#'%-"%,6'%!0A8"-V8,-!";%8"(%)*0-!1-,$%/0!+%!,6' Loads of Post-its stuck "A68+;%NOOPQ%,6'%?0')*01!0%,!%'R,0'+'%?#8""-"A=% ,'8+1%6'#?'(%,6'%-"-,-8#%1?0'8(%!/%,6'%,')6"-@*'=%W-A*0'%N *+% 781% -"-,-8##$% ?-#!,'(% &$% !"'% ,'8+% 8"(% -,1% *1'% &'#!7% -##*1,08,'1% 8% 18+?#'% +'',-"A% 0')!0(% 7-,6% X!1,TH,1 7"%!0A8"-)8##$%,!%,6'%'E,'",%,68,%-,%"!7%-1%*1'(%&$% 8,,8)6'(=% 6'% ,'8+1% -"% H",'#% 568""!"=% G6'$% &'#-'S'% ,6'% .'$% % to a big sheet of paper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
  • 28. Consequence of “Loads of post-its” Low effort - visualisation of progress Preparation is fast - post-its on monitors Occasional trips to the “big sheet” Not great for distributed teams 3M make loads of money Copyright © 2009 coClarity Ltd. 28
  • 29. Planning More KISS No complex Gannt chart Plan is a series of sprints Dependencies only at a sprint level Can use sophisticated estimation techniques Shorter sprints at the start and end Copyright © 2009 coClarity Ltd. 29
  • 30. !""#$%!&#'( )*( +$,)-$&.)'+( +'/'#*"0'1)( )2!1( 2!,( &''1( D#!11$13( $,( E'")( ,$0"#'=( A2'-'( $,( 1*( %*0"#'F( G!1))( ,.33',)'+(."()*(1*4(56%7-''18(9::;<=( %2!-)( 4$)2( %*0"#'F( $1)'-H+'"'1+'1%$',( &')4''1( )!,E,=( Planning - Full Project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
  • 31. Planning - Sprint At the start check project plan & look at new backlog items Allocate to individuals - could use simple spreadsheet Efforts based on “ideal days” Inside/Outside end-date At the end: write-up, demo, release Copyright © 2009 coClarity Ltd. 31
  • 32. The Big Chickens Start to trust it - less reporting needed Can show up at daily meetings - must remember they are chickens Can add new items to backlog Other possibilities - earned value, wide- band-delphi, comparison to estimates Copyright © 2009 coClarity Ltd. 32
  • 33. Scrum Conclusion Simple, low-overhead, adaptable any kind/ size project Everyone gets involved in planning and tracking, team “gells” The chickens can actually contribute Scrum was more sticky than eXP Copyright © 2009 coClarity Ltd. 33
  • 35. GTD Getting Things Done A new cult for the info age - Wired Levels: Actions, Projects, Areas,Yearly, 5-Year, Life Collect, Process, Organise, Review, Do Copyright © 2009 coClarity Ltd. 35
  • 36. Actions and Projects Action: always something that needs to be done first Each action has a context Project: requires more than one action Don’t need to plan projects in detail but define outcome Choose actions based on context Copyright © 2009 coClarity Ltd. 36
  • 37. 4HWW The 4 Hour Workweek 80/20 Rule Decide two meaningful things to accomplish Email twice a day Copyright © 2009 coClarity Ltd. 37
  • 39. Common Patterns Bottom Up Planning (take care of days...) Simple Top Down Plan - it will change Adaptable more important than predictable Don’t Just React - Make Active Choices Feedback Loops Encourage self-organisation Copyright © 2009 coClarity Ltd. 39
  • 40. Conclusion Great ideas cross boundaries between disciplines Software has Borrowed from Everywhere Agile techniques can be applied in any kind of business Customer Focus, Deliver Early & Often, Simplicity (Product & Plans), Self-Organising Copyright © 2009 coClarity Ltd. 40
  • 41. Ideas X Execution Derek Sivers [7] • Awful -1 • None $1 • Weak 1 €13.71 • Weak $1,000 • So-So 5 • So-So $10,000 $500k • Good 10 • Good $100,000 • Great 15 • Great $1,000,000 • Brilliant 20 $200M • Brilliant $10,000,000
  • 42. Next Steps Decide what aspects you are interested in Read about them on wikipedia Read the paper: Fitzgerald, Hartnett “Agile inside Intel” (short.ie/uehtqv) Try some of the Patterns even on your personal work Consider trying Scrum with your team Copyright © 2009 coClarity Ltd. 42
  • 43. Thank You Happy to talk about SCRUM Startups GTD coclarity Goshido Web-collaboration OO Design Entrepreneurship Ruby on Rails Copyright © 2009 coClarity Ltd. 43