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Portugal
           Agile Improvement Method



                          Andrew Griffiths
                          Managing Director
                                 Lamri Ltd




                         3rd October 2011
Agile and Lamri
• We have a strong heritage of application
• We help organizations scale Agile practices
• We have four service lines we provide to clients
   –   Agility Profiling Framework
   –   Agile Integration Governance
   –   Agile Process Deployment
   –   Agile Improvement Method
This presentation is about how to apply agile
     thinking and techniques to process
                improvement.
Why do we need an agile
improvement method?

Improvement deployment is often delivered
sequentially – failing to meet the needs of
agile teams

Agile puts people ahead of process but
making a way of working stick requires
behavior and organizational change this
creates an alignment challenge
On average only 3 out of 20
improvement projects
succeed!

What are the most common
failure points for process
improvement projects?
Failure to demonstrate
rapid progress towards
addressing improvement
needs

Failure to recognize
how progress is really
achieved

Failure to deploy
frequently losing
opportunities to obtain
feedback
Sound familiar?
                    Challenges        Agile Manifesto
     Failure to demonstrate rapid     Our highest priority is to satisfy the
          progress to addressing      customer through early and
              improvement needs       continuous delivery of valuable
                                      software

            Failure to recognize      Working software is the primary
  how progress is really achieved     measure of progress


Failure to deploy frequently losing   Deliver working software frequently,
 opportunities to obtain feedback     from a couple of weeks to a couple
                                      of months, with a preference to the
                                      shorter timescale
How might the agile improvement
 manifesto read? - 1
Agile Improvement Manifesto               Agile Manifesto
 Our highest priority is to satisfy the   Our highest priority is to satisfy the
 organizations improvement needs          customer through early and
     by rapid delivery of useful and      continuous delivery of valuable
              deployed processes.         software.

  Deployed processes that improve         Working software is the primary
      performance are the primary         measure of progress.
             measure of progress.

  Frequently deliver improvements,        Deliver working software frequently,
       partition the improvements to      from a couple of weeks to a couple
deliver in days or weeks rather than      of months, with a preference to the
                            months.       shorter timescale.
How might the agile improvement
 manifesto read? - 2
Agile Improvement Manifesto             Agile Manifesto
    The most efficient and effective    The most efficient and effective
method of conveying information to      method of conveying information to
and within the improvement team is      and within a development team is
          face to face conversation.    face to face conversation.

        Early and rapid response to     Continuous attention to technical
continuous direct feedback from the     excellence and good design
      organization enhances agility.    enhances agility.

          The organization and the      Business people and developers
      improvement team must work        must work together daily
       together daily throughout the    throughout the project.
              improvement project.
                                    .
Agile Improvement
How might it look?


           Initiate     Mobilize        Deliver


 Co-ordination &
   Assurance

                      Team 1


                               Team 2


                      Team 3
Portugal
                          Initiate Phase
           Getting off to the Right Start


                             Andrew Griffiths
                             Managing Director
                                    Lamri Ltd




                            3rd October 2011
Start at the top – initiate
        Our highest priority is to satisfy the
    organizations improvement needs by rapid                      = Benefit
    delivery of useful and deployed processes                     delivery
•   Diagnose
     – Understand the real need for the improvement
     – Establish the “instinctive” case for change
     – Demonstrate strategic alignment
•   Charter the improvement project correctly
     –   Agile improvement project, adapting to needs
     –   A joint improvement team will be established
     –   We will address needs in order of priority and deliver often
     –   We will continuously re-align with the needs of the business
•   Seek investment for a relatively contained scope with active sponsorship
Initiate
Demonstrating strategic alignment - example
                                  •Increase profitable sales
   Benefits                      •Operational cost reduction
                        •Perception of the brand, “squeaky clean” etc

   Desired       Deliver IT projects reliably to enable the business strategy to
  outcomes                   launch XXX services in XXX timeframe


  High level      Deployed improved working practices, base
  deliverable      on agile supporting incremental delivery

                                 •   Early benefit delivery
  Measures                              •Cost transparency
                                      •Customer satisfaction

         Agree the measures early and follow through
Active Sponsorship
What can you do to enhance engagement?

                                    Budget

                            AS        AS     AS

         Co-ordination &
           Assurance

             Team 1


             Team 2


                           Team 3
Portugal
                         Mobilise
           Setting Up for Success


                      Andrew Griffiths
                      Managing Director
                             Lamri Ltd




                     3rd October 2011
Mobilize
The challenge

                                             CEO




                                              Customer
              Sales   Finance   HR                                                     CIO
                                              Operations



                                                           Service     Head of      Head of          Head of
                                     Call Centre
                                                           Centre    Development   Operations      Improvement



                                                                                                   Improvement
                                                       Front End     Back Office    Off Shore
                                                                                                      Project




                                                                                   Third Parties




     By definition the scope of an improvement project is complex – multiple
 stakeholders, different political agendas and possible cost reduction objectives!
   Transparency, Effective Communication and Focus are all challenged in this
                                     environment.
Mobilize
Establish Single Gap Backlog Pipeline



                        Improvement Project
                            Team        Team
    Single
   Backlog
   Pipeline                  Team         Team

                           Co-ordination, Assurance,
                                   reporting
Mobilise
Get the improvement “gaps” the right size
                Frequently deliver improvements, partition the
                  improvements to deliver in days or weeks
                             rather than months
• This is critical!
    – Improvement gaps that are too large will
         • Tend to delivery iterations that are too large
         • Make it too easy for organization staff to never finish
         • Make estimation impossible!
    – Split the “intellectual” side of improvement from the deployment side of
      improvement
         • Decompose deployment into appropriate “chunks”
    – Draft assurance criteria for each gap
• CMMI does offer an advantage here, improvement gaps are atomic as an
  output of an appraisal
    – But even here deployment decomposition is essential
Mobilise
Beware…

         Atomic gaps make tracking easier, however keep in
                       mind the end to end

• Empowered improvement teams are critical!
   – Where empowerment is weak the end to end is often lost
• When improvements are focused on improving the
         CMMI-SVC
  organization the risk of poor end to end integration increases
• Centrally controlled process architecture can be used as a
  counterpoint – preferably within the project
   – This risks diluting agility
   – If at corporate level can become a “dead hand”
Mobilize
Establish your outcomes
• Engage with your sponsor
   – Establish key pain points
   – Establish route map for outcomes with dates
   – Establish regular review principle with sponsor
       • “Releasing funding” as rationale to ensure engagement
       • Define what you will report
• Plan for the delivery of benefits
   – Focus initially on visible pain points
   – Establish measures to ensure improvements can be
     visualized
Mobilise
Package gaps
          Package gaps to deliver a business outcome or
                     address a pain point
         Packages that do not include any deployment
         actions do not deliver business outcomes or
                            benefits

      BO1-Increase End User Satisfaction with Development Group
         CMMI-SVC

     Enhancement
                      G1-Develop end user support materials
                      G2-Develop end user training materials


     Deployment
                      G3- Integrate EU onto XXX project support
                      via coaching
Mobilize
What is the gap lifecycle?




                                                                                      & Assurance
                                                                                      Co-Ordination
                 Allocate to                                                Mark as
   Allocate to                                               Assure
                  Team &                                                    Assured
       BO                                                    Closed
                    Sprint                                                  Closed




                                                                      Assure closed




                                                                                         Team
                           Confirm
                                                Check &
                          assurance    Do
                                               Mark Closed
                           criteria




                                                                                      Organization
                                                                                       Project &
                                      Deploy
Mobilize
Remember the team is wider
       The organization and the improvement team
         must work together daily throughout the
                  improvement project


                              Team
                 SM responsible for
                   improvement
                                      SME
                     End user
                      End user
                       End user
Mobilize
Leverage power of time boxes

• Define initial sprints for each team using the single gap
  backlog pipeline
   – Ensure they are small enough to be delivered in a tight timebox
     (less than 2 weeks preferably no more than 4 weeks)
   – Sprints do not need to be the same length!
   – Focus on business priorities
• Establish tracking system to enable transparent reporting
   – Measure closed gaps from the team perspective
   – Measure gaps verified from improvement project perspective
Portugal
                   Deliver Phase
           Managing the Heavy Lift


                        Andrew Griffiths
                        Managing Director
                               Lamri Ltd




                      3rd October 2011
Deliver
Doing the heavy lift

                             Co-ordination, Assurance,
        Single                       reporting
       Backlog
       Pipeline

                            Team        Team         Team



      Delivering Business            Project
                                      Project
             Value                      Project
                                         Project
                                   Project / Organization
Deliver
Managing the overall improvement


Co-ordination,   Backlog       Next Sprint   In Action   Assured
Assurance and                                            Complete
  reporting      BO – 1        Team 1        Team 1      G1

                 G1, G2, G3,   DG1           G2
                 DG1

                 BO – 2        Team 2        Team 2

                 G4, G5, DG2   G4            G3
Deliver
At the team level


                    Next Sprint   In Action   Complete
       Team 1       DG1           G2          G1




                    Next Sprint   In Action   Complete
       Team 2       G4            G3
Deliver
Management Reporting – Big Picture

                                     Business Outcome 1
                                          Complete

                                     Business Outcome 2


                                     Business Outcome 3
Deliver
Management Reporting – Against Units being changed




            Projects
Deliver
Sponsor engagement enhanced




           Projects
Deliver
Management Reporting – Team Level



                            RAG                           GAPS HIGHLIGHT                                                 ASSURANCE HIGHLIGHT
                            AMBER     •    Seven gaps closed this week (eight gaps due).                  •   Good start to green evidence collection.
  Team 1                              •    FOUR LATE GAPS.                                                •   15% green evidences CHECKED successfully.
  Sprint 3                            •    Eight gaps must be closed by xxxxx.                            •   20 % green evidences collected but not yet checked.
                            AMBER     •    Three gaps closed this week (seven gaps due).                  •   Green evidence collection started.
  Team 2                              •    FOUR LATE GAPS.                                                •   No green evidences yet checked.
  Sprint 1                            •    11 gaps must be closed by xxxxx                                •   22% green evidences collected but not yet checked.
                                                                                                          •
                            AMBER     •    Six gaps closed this week (eight gaps due).                    •   Green evidence collection started.
  Team 3                              •    TWO LATE GAPS.                                                 •   No green evidences yet checked.
  Sprint 1                            •    11 gaps must be closed by xxxx                                 •   44% green evidences collected but not yet checked.


                                                                                    Status improved from last week’s report
             Red: Problems in need of urgent action
             Amber: Potential or current problems in recovery                       Status unchanged from last week’s report
             Green: All is well
             Blue: Plan complete                                                    Status worsened from last week’s report
Deliver
Ensuring cross team co-ordination




    Every team presents it’s results and status at combined sprint
      reviews. These provide intra-team co-ordination points.
In summary

Backlog                            Next Sprint   In Action                             Assured
                                                                                       Complete


BO – 1                             Team 1        Team 1                                G1

G1, G2, G3, DG1                    DG1           G2

BO – 2
                                   Team 2        Team 2
G4, G5, DG2
                                   G4            G3

                                                                                                                                       Initiate   Mobilize   Deliver



                                                                                                                       Co-ordination
                                                                                                                       & Assurance

                                                                                                                          Team 1


                                                                                                                          Team 2


                                                                                                                                       Team 3




                                                             Management, Assurance, co-ordination, reporting



                                                                                                                                                                                       Team
                  Single Backlog
                     Pipeline



                                                                                                                                                                       SM responsible for
                                                                                                                                                                         improvement
                                                   Tea
                                                    m
                                                                                      Tea
                                                                                       m
                                                                                                                 Tea
                                                                                                                  m
                                                                                                                                                                                              SME


                                                                                                                                                                            End user
                                                                                                                                                                             End user
                                                                                                                                                                               End user
                                                                            Project

                                                                                Project
                     Delivering Business Value
                                                                                       Project

                                                                                            Project

                                                                                        Project / Organization
Results CMMI Journey
  The Hornbill
Driving Improvement Faster
             ‘Closed’ practices for CMMI Maturity Level 2




                  Initial Approach                   PEP Approach
                                                      New Approach

Feb 2010                                     Oct 2010           Apr 2011

Scampi C                                     Change            Scampi B
                                            Approach
Results            Benefits – HTL
Making improvements visible




               •   Measurements provide CTO with project
                   visibility
                    –   Quality/Cost of product
                    –   Quality/Cost of process

               •   Input for Board meetings
Only 3 out of 20
improvement projects
succeed

Adopting agile principles for
your improvement project will
help ensure you succeed
Lamri Ltd
Dundas House
The Aske Stables
Richmond
North Yorkshire
DL10 5HG

T: +44 1748 821824




              © Lamri Ltd 2011
Agile Development / Agile Improvement

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Agile Improvement Method - Andrew Griffits (Lamri)

  • 1. Portugal Agile Improvement Method Andrew Griffiths Managing Director Lamri Ltd 3rd October 2011
  • 2. Agile and Lamri • We have a strong heritage of application • We help organizations scale Agile practices • We have four service lines we provide to clients – Agility Profiling Framework – Agile Integration Governance – Agile Process Deployment – Agile Improvement Method
  • 3. This presentation is about how to apply agile thinking and techniques to process improvement.
  • 4. Why do we need an agile improvement method? Improvement deployment is often delivered sequentially – failing to meet the needs of agile teams Agile puts people ahead of process but making a way of working stick requires behavior and organizational change this creates an alignment challenge
  • 5. On average only 3 out of 20 improvement projects succeed! What are the most common failure points for process improvement projects?
  • 6. Failure to demonstrate rapid progress towards addressing improvement needs Failure to recognize how progress is really achieved Failure to deploy frequently losing opportunities to obtain feedback
  • 7. Sound familiar? Challenges Agile Manifesto Failure to demonstrate rapid Our highest priority is to satisfy the progress to addressing customer through early and improvement needs continuous delivery of valuable software Failure to recognize Working software is the primary how progress is really achieved measure of progress Failure to deploy frequently losing Deliver working software frequently, opportunities to obtain feedback from a couple of weeks to a couple of months, with a preference to the shorter timescale
  • 8. How might the agile improvement manifesto read? - 1 Agile Improvement Manifesto Agile Manifesto Our highest priority is to satisfy the Our highest priority is to satisfy the organizations improvement needs customer through early and by rapid delivery of useful and continuous delivery of valuable deployed processes. software. Deployed processes that improve Working software is the primary performance are the primary measure of progress. measure of progress. Frequently deliver improvements, Deliver working software frequently, partition the improvements to from a couple of weeks to a couple deliver in days or weeks rather than of months, with a preference to the months. shorter timescale.
  • 9. How might the agile improvement manifesto read? - 2 Agile Improvement Manifesto Agile Manifesto The most efficient and effective The most efficient and effective method of conveying information to method of conveying information to and within the improvement team is and within a development team is face to face conversation. face to face conversation. Early and rapid response to Continuous attention to technical continuous direct feedback from the excellence and good design organization enhances agility. enhances agility. The organization and the Business people and developers improvement team must work must work together daily together daily throughout the throughout the project. improvement project. .
  • 10. Agile Improvement How might it look? Initiate Mobilize Deliver Co-ordination & Assurance Team 1 Team 2 Team 3
  • 11. Portugal Initiate Phase Getting off to the Right Start Andrew Griffiths Managing Director Lamri Ltd 3rd October 2011
  • 12. Start at the top – initiate Our highest priority is to satisfy the organizations improvement needs by rapid = Benefit delivery of useful and deployed processes delivery • Diagnose – Understand the real need for the improvement – Establish the “instinctive” case for change – Demonstrate strategic alignment • Charter the improvement project correctly – Agile improvement project, adapting to needs – A joint improvement team will be established – We will address needs in order of priority and deliver often – We will continuously re-align with the needs of the business • Seek investment for a relatively contained scope with active sponsorship
  • 13. Initiate Demonstrating strategic alignment - example •Increase profitable sales Benefits •Operational cost reduction •Perception of the brand, “squeaky clean” etc Desired Deliver IT projects reliably to enable the business strategy to outcomes launch XXX services in XXX timeframe High level Deployed improved working practices, base deliverable on agile supporting incremental delivery • Early benefit delivery Measures •Cost transparency •Customer satisfaction Agree the measures early and follow through
  • 14. Active Sponsorship What can you do to enhance engagement? Budget AS AS AS Co-ordination & Assurance Team 1 Team 2 Team 3
  • 15. Portugal Mobilise Setting Up for Success Andrew Griffiths Managing Director Lamri Ltd 3rd October 2011
  • 16. Mobilize The challenge CEO Customer Sales Finance HR CIO Operations Service Head of Head of Head of Call Centre Centre Development Operations Improvement Improvement Front End Back Office Off Shore Project Third Parties By definition the scope of an improvement project is complex – multiple stakeholders, different political agendas and possible cost reduction objectives! Transparency, Effective Communication and Focus are all challenged in this environment.
  • 17. Mobilize Establish Single Gap Backlog Pipeline Improvement Project Team Team Single Backlog Pipeline Team Team Co-ordination, Assurance, reporting
  • 18. Mobilise Get the improvement “gaps” the right size Frequently deliver improvements, partition the improvements to deliver in days or weeks rather than months • This is critical! – Improvement gaps that are too large will • Tend to delivery iterations that are too large • Make it too easy for organization staff to never finish • Make estimation impossible! – Split the “intellectual” side of improvement from the deployment side of improvement • Decompose deployment into appropriate “chunks” – Draft assurance criteria for each gap • CMMI does offer an advantage here, improvement gaps are atomic as an output of an appraisal – But even here deployment decomposition is essential
  • 19. Mobilise Beware… Atomic gaps make tracking easier, however keep in mind the end to end • Empowered improvement teams are critical! – Where empowerment is weak the end to end is often lost • When improvements are focused on improving the CMMI-SVC organization the risk of poor end to end integration increases • Centrally controlled process architecture can be used as a counterpoint – preferably within the project – This risks diluting agility – If at corporate level can become a “dead hand”
  • 20. Mobilize Establish your outcomes • Engage with your sponsor – Establish key pain points – Establish route map for outcomes with dates – Establish regular review principle with sponsor • “Releasing funding” as rationale to ensure engagement • Define what you will report • Plan for the delivery of benefits – Focus initially on visible pain points – Establish measures to ensure improvements can be visualized
  • 21. Mobilise Package gaps Package gaps to deliver a business outcome or address a pain point Packages that do not include any deployment actions do not deliver business outcomes or benefits BO1-Increase End User Satisfaction with Development Group CMMI-SVC Enhancement G1-Develop end user support materials G2-Develop end user training materials Deployment G3- Integrate EU onto XXX project support via coaching
  • 22. Mobilize What is the gap lifecycle? & Assurance Co-Ordination Allocate to Mark as Allocate to Assure Team & Assured BO Closed Sprint Closed Assure closed Team Confirm Check & assurance Do Mark Closed criteria Organization Project & Deploy
  • 23. Mobilize Remember the team is wider The organization and the improvement team must work together daily throughout the improvement project Team SM responsible for improvement SME End user End user End user
  • 24. Mobilize Leverage power of time boxes • Define initial sprints for each team using the single gap backlog pipeline – Ensure they are small enough to be delivered in a tight timebox (less than 2 weeks preferably no more than 4 weeks) – Sprints do not need to be the same length! – Focus on business priorities • Establish tracking system to enable transparent reporting – Measure closed gaps from the team perspective – Measure gaps verified from improvement project perspective
  • 25. Portugal Deliver Phase Managing the Heavy Lift Andrew Griffiths Managing Director Lamri Ltd 3rd October 2011
  • 26. Deliver Doing the heavy lift Co-ordination, Assurance, Single reporting Backlog Pipeline Team Team Team Delivering Business Project Project Value Project Project Project / Organization
  • 27. Deliver Managing the overall improvement Co-ordination, Backlog Next Sprint In Action Assured Assurance and Complete reporting BO – 1 Team 1 Team 1 G1 G1, G2, G3, DG1 G2 DG1 BO – 2 Team 2 Team 2 G4, G5, DG2 G4 G3
  • 28. Deliver At the team level Next Sprint In Action Complete Team 1 DG1 G2 G1 Next Sprint In Action Complete Team 2 G4 G3
  • 29. Deliver Management Reporting – Big Picture Business Outcome 1 Complete Business Outcome 2 Business Outcome 3
  • 30. Deliver Management Reporting – Against Units being changed Projects
  • 32. Deliver Management Reporting – Team Level RAG GAPS HIGHLIGHT ASSURANCE HIGHLIGHT AMBER • Seven gaps closed this week (eight gaps due). • Good start to green evidence collection. Team 1 • FOUR LATE GAPS. • 15% green evidences CHECKED successfully. Sprint 3 • Eight gaps must be closed by xxxxx. • 20 % green evidences collected but not yet checked. AMBER • Three gaps closed this week (seven gaps due). • Green evidence collection started. Team 2 • FOUR LATE GAPS. • No green evidences yet checked. Sprint 1 • 11 gaps must be closed by xxxxx • 22% green evidences collected but not yet checked. • AMBER • Six gaps closed this week (eight gaps due). • Green evidence collection started. Team 3 • TWO LATE GAPS. • No green evidences yet checked. Sprint 1 • 11 gaps must be closed by xxxx • 44% green evidences collected but not yet checked. Status improved from last week’s report Red: Problems in need of urgent action Amber: Potential or current problems in recovery Status unchanged from last week’s report Green: All is well Blue: Plan complete Status worsened from last week’s report
  • 33. Deliver Ensuring cross team co-ordination Every team presents it’s results and status at combined sprint reviews. These provide intra-team co-ordination points.
  • 34. In summary Backlog Next Sprint In Action Assured Complete BO – 1 Team 1 Team 1 G1 G1, G2, G3, DG1 DG1 G2 BO – 2 Team 2 Team 2 G4, G5, DG2 G4 G3 Initiate Mobilize Deliver Co-ordination & Assurance Team 1 Team 2 Team 3 Management, Assurance, co-ordination, reporting Team Single Backlog Pipeline SM responsible for improvement Tea m Tea m Tea m SME End user End user End user Project Project Delivering Business Value Project Project Project / Organization
  • 35. Results CMMI Journey The Hornbill Driving Improvement Faster ‘Closed’ practices for CMMI Maturity Level 2 Initial Approach PEP Approach New Approach Feb 2010 Oct 2010 Apr 2011 Scampi C Change Scampi B Approach
  • 36. Results Benefits – HTL Making improvements visible • Measurements provide CTO with project visibility – Quality/Cost of product – Quality/Cost of process • Input for Board meetings
  • 37. Only 3 out of 20 improvement projects succeed Adopting agile principles for your improvement project will help ensure you succeed
  • 38. Lamri Ltd Dundas House The Aske Stables Richmond North Yorkshire DL10 5HG T: +44 1748 821824 © Lamri Ltd 2011
  • 39. Agile Development / Agile Improvement