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Agile Requirements and Context Counts
                             Cherifa Mansoura
                         cherifamans@ca.ibm.com

                                  Webcast
                         Agile community in Prague




© 2009 IBM Corporation
Goals

   To understand what do we do differently in agile?
   To show that requirements still matter in agile
   To understand agile requirements practices
   To show that context counts, and one “process size” does not fit all
   To explore how to scale agile requirements practices




Agile Requirements at Scale                                               2
3




    Agenda

                      1   Agility and requirements




                              2   Achieving better requirements on agile
                                  projects: User stories and beyond




                              3   Brief introduction to Agile requirements at scale




                      4    Conclusion




    Agile Requirements at Scale                                                       3
Agile Requirements: Strategies are changing
    Continual customer involvement
       Product owner represents the stakeholders
    Shared vision
       Understand business needs
       Focus on stakeholders goals
    Requirements elicitations
       Conversations, agile modeling, workshops
    Requirements analysis
       Performed “just in time”
    Requirements documentation
       User stories, storyboards, acceptance tests, agile models
       Test your documentation effectiveness : ”CRUFT” Measure
    Formality
       Improvised, more relaxed approach

Agile Requirements at Scale                                        4
Traditional requirements practices are changing
      Specify acceptance tests while you gather requirements
      Iterative requirements planning & management
          adjusted with planning levels to take into account the progressive
          requirements specification

                              Strategy
           Product
           Release            Portfolio
           Iteration
                              Product
             Day

                              Release
                                          Most agile teams are
                                          concerned only with
                              Iteration   the three innermost
                                          levels of the planning
       Source: Scrum                      onion
                                Day


Agile Requirements at Scale                                                    5
Agile brook down the barriers                                          Prioritized
       Requirements                                                  Requirement List
                                         Agile planning 101
                      Requirements       Master story                Ve
                                            List                       loc
                         specs                                               it y
                                           Add user           Done
Code    Tests
                                         Create profile       Done
                              Tests
                                             Book
                       Code               reservation         Done
                                         Make payment




                                      + MORE

           Silos



                                                              Agile Team Collaborates
                       One whole team                              with Customer
Agile Requirements at Scale                                                             6
7




    Agenda

                      1   Agility and requirements




                              2   Achieving better requirements on agile
                                  projects: User stories and beyond




                              3   Brief introduction to Agile requirements at scale




                      4    Conclusion




    Agile Requirements at Scale                                                       7
Agile Requirements Practices : How much is enough?




Agile Requirements at Scale                           8
Agile Requirements: User Stories
   User story is a concise, written description of a piece of functionality that will be
   valuable to a software stakeholder
      As a <role>, I can <goal> so that <business value>


   Epic User Stories are very large user stories


   Break epic stories into iteration-stories


   Product Backlog contains ranked list of user stories for a release
      User Stories are created at the beginning of the release
      Product Owner ranks list based on highest need to stakeholders
      But   with input from team, e.g. high risk items rank high




Agile Requirements at Scale                                                                9
User stories: Ron Jeffrey’s 3 Cs
   Card                    As a (user role), I want to (goal) so I can (reason)
   What is the goal of a   Example:
   user                    As a registered student, I want to view course details so I can create
                           my schedule
   Conversation            Discuss the card with a stakeholder. Just in time analysis (JIT)
   How to achieve the      through conversations.
   goal using the          Example:
   system?                 What information is needed to search for a course?
                           What information is displayed?
   Confirmation            Record what you learn in an acceptance test.
   How to verify if the    Example:
   story is done and       Student can access course catalog 24 x 7 hours
   complete, and the
   goal is achieved        Student cannot choose more than three courses




A user story has 3 parts. If it doesn't, it's not a user story.
Agile Requirements at Scale                                                                          10
                                                                                                    10
Acceptance tests
      Acceptance tests are high level tests and captured as
     confirmation
      They test the completeness of a user story or stories 'played'
     during any sprint/iteration.
       They verify that the user’s goal is achieved using the system
       Write acceptance tests before coding
      Non-functional requirements and business rules are often
     captured as part of acceptance tests                                 Are these
                                                                          acceptance
       Engage customer to define acceptance tests                            tests?
                          As a registered
                               student

                                                      • Student can access course
                         I want to access               catalog 24*7 hours
                            course catalog            • Student cannot choose more
                         content so I create            than three courses
                             my schedule

Agile Requirements at Scale                                                          11
Acceptance Tests Examples




Agile Requirements at Scale   12
Why use User Stories?
      Right size for planning, works for iterative development


      Defer detail until you have the best understanding you are going to have
      about what you really need


      Focus on user goals and business values


      Emphasize verbal rather than written communication


      Comprehensible by both Stakeholders and the dev team


      Stories support evolutionary development




Agile Requirements at Scale                                                      13
Definition of Done
   Every story needs to meet this definition to be counted
   Start with a manageable definition of Done
   Review definition of Done each iteration, try to add to it

   Done
     No Sev 1, Sev 2, Minimal Sev 3, Sev 4
     Code reviews completed
     80% Unit test coverage
     Test automation completed
     Documentation complete and reviewed




Agile Requirements at Scale                                     14
Putting everything together: Iteration Planning
                                                  Ve locity ~ 20                                                                        Product Backlog            Size

     60
                                                                                                                                      As a customer I want to be   5

     50                                                                                                                               As a customer I want to be    3
     40
                                                                                                                                      As a administrator I want     2
                                                                                                                   Velocity of ~20,




                                                                                                                                                                          Rank Order
                                                                                      St ory Point s Target ed
     30
                                                                                      St ory Point s Co mplet ed
     20                                                                                                            Select top 5       As a business planner I       3

     10
                                                                                                                   stories (21 pts)   As a customer I want to be   8
      0
          It erat io n 1 It erat ion 2   It erat io n 3 It erat ion 4 It erat ion 5                                                   As a administrator I want     2

                                                                                                                                      As a product owner I want     5

                                                                                                                                      As a customer I want to be    1

                                                                                                                                      As a customer I want to be    8
    Iteration Planning
    1. Pull stories from the top of your ranked list
    2. Use the team velocity to determine how many stories to include in iteration
                       Velocity = total story points completed on average over last ~ 3
                       iterations
    3. Define Acceptance tests
    4. Define the tasks required to complete the work



Agile Requirements at Scale                                                                                                                                                            15
1
6




    Agenda

                      1   Agility and requirements




                              2   Achieving better Requirements on
                                  agile projects: User stories and
                                  beyond



                              3   Brief introduction to Agile requirements at scale




                      4    Conclusion




    Agile Requirements at Scale                                                       16
Agile scaling factors

                           Team size                   Compliance requirement
               Under 10                 1000’s of                                     Critical,
              developers               developers      Low risk
                                                                                      Audited




        Geographical distribution                                       Domain Complexity
                                                                      Straight                Intricate/
        Co-located            Global                                  -forward                Emerging

                                               Disciplined
        Enterprise discipline                     Agile            Organization distribution
         Project              Enterprise
                                                Delivery          (outsourcing, partnerships)
          focus                 focus                              Collaborative              Contractual



             Organizational complexity                    Technical complexity
               Flexible                Rigid                                     Heterogeneous,
                                                      Homogenous                     Legacy


Agile Requirements at Scale                                                                                 17
Things to consider when you are scaling?

  Features , Use Cases, or User Stories
  How much discipline?
   Automation is the rescue?
  Need additional level of planning?
  Documentation?
  Reviews?                     Drive




Agile Requirements at Scale                18
Use Cases or User Stories? Use Context
   A use case is                               A user story is
    the specification of a set of actions        a simple, clear, brief description
    performed by a system,                       expressing a user’s goal for
    which yields an observable result that       using the system under
   is, typically,                                development

    of value for one or more actors or other     to deliver business value
   stakeholders of the system. (Unified
   Modeling Language - UML 2.0)


      Both methods are focusing on users and values to the users.
      Each has its own strengths and weaknesses.
      How do we bring together the best of the both worlds for Agile
     Requirements at Scale?



Agile Requirements at Scale                                                           19
Scaling factors make Agile hard? CLM to the rescue
                                   Agile planning 101                                        Prioritized/ranked
                                  Master story List                                          Requirements List
                                      Add user
                                    Create profile
                                  Book reservation
                                                        Te
                                                          am
                                   Make payment                ve
                                                                  lo
                                                                    cit
                                                                          y




  Continual                                                                                        Stories
                                                                                   Defects
  Improvement
                                   Collaboration
                                                                                               Sprint

                                                                              Test Scripts
                                                                                                  Builds



                        Visibility to the                                         Lifecycle traceability
                        whole team
Agile Requirements at Scale                                                                                       20
Agile requirements and large teams
      Communication and coordination risk increases with large teams
      Initial requirements and architecture envisioning is critical
      Coordination of requirements between subteams is important
      Team organization, architecture, and requirements must reflect each other
      Re-enforce the usage of product backlog for scope management
      Use simple tools, apply some agile practices such as active participation of
      stakeholders




Agile Requirements at Scale                                                          21
Agile requirements and regulatory compliance
  You may need to adopt other requirements
  strategies, such as use cases or formal System
  Requirements Specifications (SRSs)
    BUT... read the regulations, because they likely don’t
    specify how, nor when, to capture the requirements
  Traceability is often a secondary, but important,
  part of the regulation
    BUT read the regulations, because they likely don’t
    specify the level of detail required
  You will likely need to write more documentation,
  particularly business rules and requirements
  pertaining to sensitive data
    BUT read the regulations, because you only need to
    do this to the extent of the risk of the project
  You may need to hold reviews
    BUT read the regulations, because they seldom
    require formal reviews

Agile Requirements at Scale                                  22
Agile requirements and geographically distributed
development
    Geographically distributed teams incur
    significant communication risk
    Need a more “disciplined” agile
    requirements approach
      One that can address risks
      Automation is a “must” for requirements
      traceability, version control and
      collaboration
      Requirements dashboards and reporting
      on certain important measures become
      necessary
    Large team considerations apply




Agile Requirements at Scale                         23
Agile requirements and domain complexity
    Business process sketching may help
    understand the complex domain
    environment                                           Rich-text,
                                                        Images, links
                                                                                   Process
    Might want to consider light-weight use                                        Sketches
    cases instead
    Will likely need to do more user interface
    (UI) prototyping
    Active participation of stakeholders
                                                                                          Shared
    throughout the life cycle is crucial for you                                         Glossaries
    to understand their changing needs
                                                   Feedback and
    Important: Complex domains don’t imply           Dialogue
    that you need detailed requirements
    speculations                                                              UI Sketches and
                                                                  Use Cases     Storyboards




Agile Requirements at Scale                                                                     24
2
5




    Agenda

                      1   Agility and requirements




                              2   Achieving better Requirements on agile
                                  projects: User stories and beyond




                              3   Brief introduction to Agile requirements at scale




                      4    Conclusion




    Agile Requirements at Scale                                                       25
Implications for Business Analysts (BA)
   The BA goal is to build a shared understanding, it isn’t to write detailed
   documentation

   Expand your horizons and become a generalizing specialist

   Learn how to perform acceptance TDD so that you can capture requirements as
   executable specifications

   Recognize that one process size does not fit all, that you will need to be flexible

   Your primary goals should be to:
      Facilitate communication between stakeholders and developers
      Put developers in direct contact with stakeholders wherever possible
      Help developers learn better communication skills




Agile Requirements at Scale                                                              26
Implications for Organizations


      Don’t be fooled by the agile rhetoric
        You still need to invest in modeling
        You still need to invest in requirements management
      Don’t be fooled by the traditional rhetoric
        Detailed documentation adds risk to IT projects
      Individual teams find themselves in unique situations, so will have
      unique tailorings of your process




Agile Requirements at Scale                                                 27
2
8




                                                                www.ibm/software/rational/agile/



    © Copyright IBM Corporation 2010. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind,
    express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have
    the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM
    software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities
    referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future
    product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services
    are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product,
    or service names may be trademarks or service marks of others.


    Agile Requirements at Scale                                                                                                                                                                      28

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Agile requirementspraguefinal

  • 1. Agile Requirements and Context Counts Cherifa Mansoura cherifamans@ca.ibm.com Webcast Agile community in Prague © 2009 IBM Corporation
  • 2. Goals To understand what do we do differently in agile? To show that requirements still matter in agile To understand agile requirements practices To show that context counts, and one “process size” does not fit all To explore how to scale agile requirements practices Agile Requirements at Scale 2
  • 3. 3 Agenda 1 Agility and requirements 2 Achieving better requirements on agile projects: User stories and beyond 3 Brief introduction to Agile requirements at scale 4 Conclusion Agile Requirements at Scale 3
  • 4. Agile Requirements: Strategies are changing Continual customer involvement Product owner represents the stakeholders Shared vision Understand business needs Focus on stakeholders goals Requirements elicitations Conversations, agile modeling, workshops Requirements analysis Performed “just in time” Requirements documentation User stories, storyboards, acceptance tests, agile models Test your documentation effectiveness : ”CRUFT” Measure Formality Improvised, more relaxed approach Agile Requirements at Scale 4
  • 5. Traditional requirements practices are changing Specify acceptance tests while you gather requirements Iterative requirements planning & management adjusted with planning levels to take into account the progressive requirements specification Strategy Product Release Portfolio Iteration Product Day Release Most agile teams are concerned only with Iteration the three innermost levels of the planning Source: Scrum onion Day Agile Requirements at Scale 5
  • 6. Agile brook down the barriers Prioritized Requirements Requirement List Agile planning 101 Requirements Master story Ve List loc specs it y Add user Done Code Tests Create profile Done Tests Book Code reservation Done Make payment + MORE Silos Agile Team Collaborates One whole team with Customer Agile Requirements at Scale 6
  • 7. 7 Agenda 1 Agility and requirements 2 Achieving better requirements on agile projects: User stories and beyond 3 Brief introduction to Agile requirements at scale 4 Conclusion Agile Requirements at Scale 7
  • 8. Agile Requirements Practices : How much is enough? Agile Requirements at Scale 8
  • 9. Agile Requirements: User Stories User story is a concise, written description of a piece of functionality that will be valuable to a software stakeholder As a <role>, I can <goal> so that <business value> Epic User Stories are very large user stories Break epic stories into iteration-stories Product Backlog contains ranked list of user stories for a release User Stories are created at the beginning of the release Product Owner ranks list based on highest need to stakeholders But with input from team, e.g. high risk items rank high Agile Requirements at Scale 9
  • 10. User stories: Ron Jeffrey’s 3 Cs Card As a (user role), I want to (goal) so I can (reason) What is the goal of a Example: user As a registered student, I want to view course details so I can create my schedule Conversation Discuss the card with a stakeholder. Just in time analysis (JIT) How to achieve the through conversations. goal using the Example: system? What information is needed to search for a course? What information is displayed? Confirmation Record what you learn in an acceptance test. How to verify if the Example: story is done and Student can access course catalog 24 x 7 hours complete, and the goal is achieved Student cannot choose more than three courses A user story has 3 parts. If it doesn't, it's not a user story. Agile Requirements at Scale 10 10
  • 11. Acceptance tests Acceptance tests are high level tests and captured as confirmation They test the completeness of a user story or stories 'played' during any sprint/iteration. They verify that the user’s goal is achieved using the system Write acceptance tests before coding Non-functional requirements and business rules are often captured as part of acceptance tests Are these acceptance Engage customer to define acceptance tests tests? As a registered student • Student can access course I want to access catalog 24*7 hours course catalog • Student cannot choose more content so I create than three courses my schedule Agile Requirements at Scale 11
  • 12. Acceptance Tests Examples Agile Requirements at Scale 12
  • 13. Why use User Stories? Right size for planning, works for iterative development Defer detail until you have the best understanding you are going to have about what you really need Focus on user goals and business values Emphasize verbal rather than written communication Comprehensible by both Stakeholders and the dev team Stories support evolutionary development Agile Requirements at Scale 13
  • 14. Definition of Done Every story needs to meet this definition to be counted Start with a manageable definition of Done Review definition of Done each iteration, try to add to it Done No Sev 1, Sev 2, Minimal Sev 3, Sev 4 Code reviews completed 80% Unit test coverage Test automation completed Documentation complete and reviewed Agile Requirements at Scale 14
  • 15. Putting everything together: Iteration Planning Ve locity ~ 20 Product Backlog Size 60 As a customer I want to be 5 50 As a customer I want to be 3 40 As a administrator I want 2 Velocity of ~20, Rank Order St ory Point s Target ed 30 St ory Point s Co mplet ed 20 Select top 5 As a business planner I 3 10 stories (21 pts) As a customer I want to be 8 0 It erat io n 1 It erat ion 2 It erat io n 3 It erat ion 4 It erat ion 5 As a administrator I want 2 As a product owner I want 5 As a customer I want to be 1 As a customer I want to be 8 Iteration Planning 1. Pull stories from the top of your ranked list 2. Use the team velocity to determine how many stories to include in iteration Velocity = total story points completed on average over last ~ 3 iterations 3. Define Acceptance tests 4. Define the tasks required to complete the work Agile Requirements at Scale 15
  • 16. 1 6 Agenda 1 Agility and requirements 2 Achieving better Requirements on agile projects: User stories and beyond 3 Brief introduction to Agile requirements at scale 4 Conclusion Agile Requirements at Scale 16
  • 17. Agile scaling factors Team size Compliance requirement Under 10 1000’s of Critical, developers developers Low risk Audited Geographical distribution Domain Complexity Straight Intricate/ Co-located Global -forward Emerging Disciplined Enterprise discipline Agile Organization distribution Project Enterprise Delivery (outsourcing, partnerships) focus focus Collaborative Contractual Organizational complexity Technical complexity Flexible Rigid Heterogeneous, Homogenous Legacy Agile Requirements at Scale 17
  • 18. Things to consider when you are scaling? Features , Use Cases, or User Stories How much discipline? Automation is the rescue? Need additional level of planning? Documentation? Reviews? Drive Agile Requirements at Scale 18
  • 19. Use Cases or User Stories? Use Context A use case is A user story is the specification of a set of actions a simple, clear, brief description performed by a system, expressing a user’s goal for which yields an observable result that using the system under is, typically, development of value for one or more actors or other to deliver business value stakeholders of the system. (Unified Modeling Language - UML 2.0) Both methods are focusing on users and values to the users. Each has its own strengths and weaknesses. How do we bring together the best of the both worlds for Agile Requirements at Scale? Agile Requirements at Scale 19
  • 20. Scaling factors make Agile hard? CLM to the rescue Agile planning 101 Prioritized/ranked Master story List Requirements List Add user Create profile Book reservation Te am Make payment ve lo cit y Continual Stories Defects Improvement Collaboration Sprint Test Scripts Builds Visibility to the Lifecycle traceability whole team Agile Requirements at Scale 20
  • 21. Agile requirements and large teams Communication and coordination risk increases with large teams Initial requirements and architecture envisioning is critical Coordination of requirements between subteams is important Team organization, architecture, and requirements must reflect each other Re-enforce the usage of product backlog for scope management Use simple tools, apply some agile practices such as active participation of stakeholders Agile Requirements at Scale 21
  • 22. Agile requirements and regulatory compliance You may need to adopt other requirements strategies, such as use cases or formal System Requirements Specifications (SRSs) BUT... read the regulations, because they likely don’t specify how, nor when, to capture the requirements Traceability is often a secondary, but important, part of the regulation BUT read the regulations, because they likely don’t specify the level of detail required You will likely need to write more documentation, particularly business rules and requirements pertaining to sensitive data BUT read the regulations, because you only need to do this to the extent of the risk of the project You may need to hold reviews BUT read the regulations, because they seldom require formal reviews Agile Requirements at Scale 22
  • 23. Agile requirements and geographically distributed development Geographically distributed teams incur significant communication risk Need a more “disciplined” agile requirements approach One that can address risks Automation is a “must” for requirements traceability, version control and collaboration Requirements dashboards and reporting on certain important measures become necessary Large team considerations apply Agile Requirements at Scale 23
  • 24. Agile requirements and domain complexity Business process sketching may help understand the complex domain environment Rich-text, Images, links Process Might want to consider light-weight use Sketches cases instead Will likely need to do more user interface (UI) prototyping Active participation of stakeholders Shared throughout the life cycle is crucial for you Glossaries to understand their changing needs Feedback and Important: Complex domains don’t imply Dialogue that you need detailed requirements speculations UI Sketches and Use Cases Storyboards Agile Requirements at Scale 24
  • 25. 2 5 Agenda 1 Agility and requirements 2 Achieving better Requirements on agile projects: User stories and beyond 3 Brief introduction to Agile requirements at scale 4 Conclusion Agile Requirements at Scale 25
  • 26. Implications for Business Analysts (BA) The BA goal is to build a shared understanding, it isn’t to write detailed documentation Expand your horizons and become a generalizing specialist Learn how to perform acceptance TDD so that you can capture requirements as executable specifications Recognize that one process size does not fit all, that you will need to be flexible Your primary goals should be to: Facilitate communication between stakeholders and developers Put developers in direct contact with stakeholders wherever possible Help developers learn better communication skills Agile Requirements at Scale 26
  • 27. Implications for Organizations Don’t be fooled by the agile rhetoric You still need to invest in modeling You still need to invest in requirements management Don’t be fooled by the traditional rhetoric Detailed documentation adds risk to IT projects Individual teams find themselves in unique situations, so will have unique tailorings of your process Agile Requirements at Scale 27
  • 28. 2 8 www.ibm/software/rational/agile/ © Copyright IBM Corporation 2010. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. Agile Requirements at Scale 28