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World Bank
Spring 2013
LEAN & AGILE 101
@LaurenPerkins
#WBstartup
INTRODUCTION
What lean isn’t:
• Pursuing an idea
• 5 hour meetings
• 3 year development plans
• Multi-level signoffs
@LaurenPerkins #WBstartup
INTRODUCTION
What does agile mean to you?
Lean?
@LaurenPerkins #WBstartup
INTRODUCTION
How many of you have worked
in a truly Agile environment?
@LaurenPerkins #WBstartup
INTRODUCTION
What does it mean at
the World Bank?
@LaurenPerkins #WBstartup
Where did Lean come from?
DISCUSSION
@LaurenPerkins #WBstartup
LEAN PRODUCTION: TOYOTA’S LEAN PRODUCT SYSTEM APPROACH
Steeped in the philosophy of "the complete elimination of all waste"
imbuing all aspects of production in pursuit of the most efficient methods.
the TPS can efficiently and quickly produce vehicles of sound
quality, one at a time, that fully satisfy customer requirements.
TOYOTA’S TWO PRIMARY PILLARS:
JIDOKA:
Highlighting/visualization
of problems
JUST IN TIME:
Making only "what is needed,
when it is needed, and in the
amount needed!"
=
@LaurenPerkins #WBstartup
LEAN THINKING
1. Specify customer needs/wants AND how you add or
create value
2. Identify the process and remove the wasted steps that
don't create value
3. Empower people to avoid bottlenecks that break the
work flow to shorten cycle time
4. Enable a pull system for customers, opposed to having
to push to them
5. Test, deploy, and iterate to a destination or end goal
based on feedback and metric performance
@LaurenPerkins #WBstartup
Where did Agile come from?
DISCUSSION
@LaurenPerkins #WBstartup
REQUIREMENTS = Assess problem description + use case stories
DEVELOPMENT = Design + code/build
IMPLEMENTATION = Internal testing + project/program release preparations
ITERATION 1
R
ELEA
SE
TO
M
A
R
K
ETFEED
B
A
C
KMVP MVP MVP
IDEATION
ITERATION 2
AGILE DEVELOPMENT: MULTI-ITERATION PROCESSEXTERNALINTERNAL
TESTIN
G
@LaurenPerkins #WBstartup
Draw your hypothesis =
Applying the scientific method
APPLYING LEAN METHODOLOGY
APPLYING LEAN METHODOLOGY
Requires you to:
1
2
3 Develop quickly and responsively =
Learn and iterate by doing
Listen to customers =
Customer Development
?
@LaurenPerkins #WBstartup
PUTTING LEAN TO WORK AT WORLD BANK
Let's redefine what working
in a lean and agile manner
would look like at WB
@LaurenPerkins #WBstartup
Why do we test?
DISCUSSION
@LaurenPerkins #WBstartup
What is an experiment?
@LaurenPerkins #WBstartup
DISCUSSION
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION
RESEARCH
GENERATE A HYPOTHESIS
TEST YOUR HYPOTHESIS
GATHER DATA
DRAW CONCLUSIONS
SHARE RESULTS
SET BENCHMARKS
@LaurenPerkins #WBstartup
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION= Identify Problem(s)
RESEARCH
GENERATE A HYPOTHESIS
TEST YOUR HYPOTHESIS
GATHER DATA
DRAW CONCLUSIONS
SHARE RESULTS
SET BENCHMARKS
@LaurenPerkins #WBstartup
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION= Identify Problem(s)
RESEARCH= Research & Plan
GENERATE A HYPOTHESIS
TEST YOUR HYPOTHESIS
GATHER DATA
DRAW CONCLUSIONS
SHARE RESULTS
SET BENCHMARKS
@LaurenPerkins #WBstartup
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION= Identify Problem(s)
RESEARCH= Research & Plan
GENERATE A HYPOTHESIS
TEST YOUR HYPOTHESIS
GATHER DATA
DRAW CONCLUSIONS
SHARE RESULTS
SET BENCHMARKS
@LaurenPerkins #WBstartup
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION= Identify Problem(s)
RESEARCH= Research & Plan
GENERATE A HYPOTHESIS= Decide On A Single Variable To Test
TEST YOUR HYPOTHESIS
GATHER DATA
DRAW CONCLUSIONS
SHARE RESULTS
SET BENCHMARKS
@LaurenPerkins #WBstartup
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION= Identify Problem(s)
RESEARCH= Research & Plan
GENERATE A HYPOTHESIS= Decide On A Single Variable To Test
TEST YOUR HYPOTHESIS
GATHER DATA
DRAW CONCLUSIONS
SHARE RESULTS
SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s
@LaurenPerkins #WBstartup
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION= Identify Problem(s)
RESEARCH= Research & Plan
GENERATE A HYPOTHESIS= Decide On A Single Variable To Test
TEST YOUR HYPOTHESIS= Run Your Experiment!
GATHER DATA
DRAW CONCLUSIONS
SHARE RESULTS
SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s
@LaurenPerkins #WBstartup
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION= Identify Problem(s)
RESEARCH= Research & Plan
GENERATE A HYPOTHESIS= Decide On A Single Variable To Test
TEST YOUR HYPOTHESIS= Run Your Experiment!
GATHER DATA= Monitor Behavior And Collect Feedback
DRAW CONCLUSIONS
SHARE RESULTS
SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s
@LaurenPerkins #WBstartup
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION= Identify Problem(s)
RESEARCH= Research & Plan
GENERATE A HYPOTHESIS= Decide On A Single Variable To Test
TEST YOUR HYPOTHESIS= Run Your Experiment!
GATHER DATA= Monitor Behavior And Collect Feedback
DRAW CONCLUSIONS= Which Approach Had The Most Success?
SHARE RESULTS
SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s
@LaurenPerkins #WBstartup
APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD
FORMULATE A QUESTION= Identify Problem(s)
RESEARCH= Research & Plan
GENERATE A HYPOTHESIS= Decide On A Single Variable To Test
TEST YOUR HYPOTHESIS= Run Your Experiment!
GATHER DATA= Monitor Behavior And Collect Feedback
DRAW CONCLUSIONS= Which Approach Had The Most Success?
SHARE RESULTS= Share, Reflect, Course Correct & Repeat!
SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s
@LaurenPerkins #WBstartup
PLANNING & NEXT STEPS
•Determine what you will test AND how you
will benchmark its success
•What one variable will you test?
•Are there other variables to test?
- If yes, Prioritize them and rapid fire test
each one by one
@LaurenPerkins #WBstartup
How do we plan and
manage the process?
@LaurenPerkins #WBstartup
DISCUSSION
AGILE PROJECT MANAGEMENT: KAN BAN BOARD
putting it to work for planning and prioritizing
W
ISH
LIST
IC
E
B
O
X
B
A
C
K
LO
GTO
M
O
R
R
O
WTO
D
AY
IN
PR
O
G
R
ESS
PR
O
PO
SEDD
O
N
E
@LaurenPerkins #WBstartup
HOW TO PRIORITIZE WHEN EVERYTHING IS A PRIORITY
Be Honest
Reality check! Be realistic about your bandwidth and that of your team.
When timeline is not realistic, put the task in a “wish list” in case you have time.
Make a List
• Write down everything that needs to get done by the end of the program
• Separate the items into: urgent vs. non-urgent
Assess the Value
• Of the MUST DO’s what tasks have greater ramifications if not complete?
• Of the LIKE TO EXPLORE which opportunities have the greatest upside if successful?
8 minutes
5 minutes
5 minutes
Cut the Cord:
Give yourself a time limit
PARTING SUGGESTIONS:
Be flexible:
You must be able to deal with
changing priorities
@LaurenPerkins #WBstartup
GO!!!!  
No, really go!!!
Have fun, make mistakes, learn and iterate.
@LaurenPerkins #WBstartupLinkedIN.com/in/perksconsulting

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Sw wb lean-agile-101 live

  • 1. World Bank Spring 2013 LEAN & AGILE 101 @LaurenPerkins #WBstartup
  • 2. INTRODUCTION What lean isn’t: • Pursuing an idea • 5 hour meetings • 3 year development plans • Multi-level signoffs @LaurenPerkins #WBstartup
  • 3. INTRODUCTION What does agile mean to you? Lean? @LaurenPerkins #WBstartup
  • 4. INTRODUCTION How many of you have worked in a truly Agile environment? @LaurenPerkins #WBstartup
  • 5. INTRODUCTION What does it mean at the World Bank? @LaurenPerkins #WBstartup
  • 6. Where did Lean come from? DISCUSSION @LaurenPerkins #WBstartup
  • 7. LEAN PRODUCTION: TOYOTA’S LEAN PRODUCT SYSTEM APPROACH Steeped in the philosophy of "the complete elimination of all waste" imbuing all aspects of production in pursuit of the most efficient methods. the TPS can efficiently and quickly produce vehicles of sound quality, one at a time, that fully satisfy customer requirements. TOYOTA’S TWO PRIMARY PILLARS: JIDOKA: Highlighting/visualization of problems JUST IN TIME: Making only "what is needed, when it is needed, and in the amount needed!" = @LaurenPerkins #WBstartup
  • 8. LEAN THINKING 1. Specify customer needs/wants AND how you add or create value 2. Identify the process and remove the wasted steps that don't create value 3. Empower people to avoid bottlenecks that break the work flow to shorten cycle time 4. Enable a pull system for customers, opposed to having to push to them 5. Test, deploy, and iterate to a destination or end goal based on feedback and metric performance @LaurenPerkins #WBstartup
  • 9. Where did Agile come from? DISCUSSION @LaurenPerkins #WBstartup
  • 10. REQUIREMENTS = Assess problem description + use case stories DEVELOPMENT = Design + code/build IMPLEMENTATION = Internal testing + project/program release preparations ITERATION 1 R ELEA SE TO M A R K ETFEED B A C KMVP MVP MVP IDEATION ITERATION 2 AGILE DEVELOPMENT: MULTI-ITERATION PROCESSEXTERNALINTERNAL TESTIN G @LaurenPerkins #WBstartup
  • 11. Draw your hypothesis = Applying the scientific method APPLYING LEAN METHODOLOGY APPLYING LEAN METHODOLOGY Requires you to: 1 2 3 Develop quickly and responsively = Learn and iterate by doing Listen to customers = Customer Development ? @LaurenPerkins #WBstartup
  • 12. PUTTING LEAN TO WORK AT WORLD BANK Let's redefine what working in a lean and agile manner would look like at WB @LaurenPerkins #WBstartup
  • 13. Why do we test? DISCUSSION @LaurenPerkins #WBstartup
  • 14. What is an experiment? @LaurenPerkins #WBstartup DISCUSSION
  • 15. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION RESEARCH GENERATE A HYPOTHESIS TEST YOUR HYPOTHESIS GATHER DATA DRAW CONCLUSIONS SHARE RESULTS SET BENCHMARKS @LaurenPerkins #WBstartup
  • 16. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION= Identify Problem(s) RESEARCH GENERATE A HYPOTHESIS TEST YOUR HYPOTHESIS GATHER DATA DRAW CONCLUSIONS SHARE RESULTS SET BENCHMARKS @LaurenPerkins #WBstartup
  • 17. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION= Identify Problem(s) RESEARCH= Research & Plan GENERATE A HYPOTHESIS TEST YOUR HYPOTHESIS GATHER DATA DRAW CONCLUSIONS SHARE RESULTS SET BENCHMARKS @LaurenPerkins #WBstartup
  • 18. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION= Identify Problem(s) RESEARCH= Research & Plan GENERATE A HYPOTHESIS TEST YOUR HYPOTHESIS GATHER DATA DRAW CONCLUSIONS SHARE RESULTS SET BENCHMARKS @LaurenPerkins #WBstartup
  • 19. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION= Identify Problem(s) RESEARCH= Research & Plan GENERATE A HYPOTHESIS= Decide On A Single Variable To Test TEST YOUR HYPOTHESIS GATHER DATA DRAW CONCLUSIONS SHARE RESULTS SET BENCHMARKS @LaurenPerkins #WBstartup
  • 20. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION= Identify Problem(s) RESEARCH= Research & Plan GENERATE A HYPOTHESIS= Decide On A Single Variable To Test TEST YOUR HYPOTHESIS GATHER DATA DRAW CONCLUSIONS SHARE RESULTS SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s @LaurenPerkins #WBstartup
  • 21. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION= Identify Problem(s) RESEARCH= Research & Plan GENERATE A HYPOTHESIS= Decide On A Single Variable To Test TEST YOUR HYPOTHESIS= Run Your Experiment! GATHER DATA DRAW CONCLUSIONS SHARE RESULTS SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s @LaurenPerkins #WBstartup
  • 22. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION= Identify Problem(s) RESEARCH= Research & Plan GENERATE A HYPOTHESIS= Decide On A Single Variable To Test TEST YOUR HYPOTHESIS= Run Your Experiment! GATHER DATA= Monitor Behavior And Collect Feedback DRAW CONCLUSIONS SHARE RESULTS SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s @LaurenPerkins #WBstartup
  • 23. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION= Identify Problem(s) RESEARCH= Research & Plan GENERATE A HYPOTHESIS= Decide On A Single Variable To Test TEST YOUR HYPOTHESIS= Run Your Experiment! GATHER DATA= Monitor Behavior And Collect Feedback DRAW CONCLUSIONS= Which Approach Had The Most Success? SHARE RESULTS SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s @LaurenPerkins #WBstartup
  • 24. APPROACHING AN EXPERIMENT: THE SCIENTIFIC METHOD FORMULATE A QUESTION= Identify Problem(s) RESEARCH= Research & Plan GENERATE A HYPOTHESIS= Decide On A Single Variable To Test TEST YOUR HYPOTHESIS= Run Your Experiment! GATHER DATA= Monitor Behavior And Collect Feedback DRAW CONCLUSIONS= Which Approach Had The Most Success? SHARE RESULTS= Share, Reflect, Course Correct & Repeat! SET BENCHMARKS= Create A Rubric To Measure Results/KPI’s @LaurenPerkins #WBstartup
  • 25. PLANNING & NEXT STEPS •Determine what you will test AND how you will benchmark its success •What one variable will you test? •Are there other variables to test? - If yes, Prioritize them and rapid fire test each one by one @LaurenPerkins #WBstartup
  • 26. How do we plan and manage the process? @LaurenPerkins #WBstartup DISCUSSION
  • 27. AGILE PROJECT MANAGEMENT: KAN BAN BOARD putting it to work for planning and prioritizing W ISH LIST IC E B O X B A C K LO GTO M O R R O WTO D AY IN PR O G R ESS PR O PO SEDD O N E @LaurenPerkins #WBstartup
  • 28. HOW TO PRIORITIZE WHEN EVERYTHING IS A PRIORITY Be Honest Reality check! Be realistic about your bandwidth and that of your team. When timeline is not realistic, put the task in a “wish list” in case you have time. Make a List • Write down everything that needs to get done by the end of the program • Separate the items into: urgent vs. non-urgent Assess the Value • Of the MUST DO’s what tasks have greater ramifications if not complete? • Of the LIKE TO EXPLORE which opportunities have the greatest upside if successful? 8 minutes 5 minutes 5 minutes Cut the Cord: Give yourself a time limit PARTING SUGGESTIONS: Be flexible: You must be able to deal with changing priorities @LaurenPerkins #WBstartup
  • 29. GO!!!!   No, really go!!! Have fun, make mistakes, learn and iterate. @LaurenPerkins #WBstartupLinkedIN.com/in/perksconsulting