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Best Effort Agile
Scrum with Outsourced and
Distributed Teams
MARK SAWERS, ALEXANDRA RAMIN
JUNE 2017
Hypothesis
SCRUM CAN WORK IN NON-IDEAL CONTEXTS, WITH ADAPTATIONS
2
Scrum Review
 Theory: transparency, inspection, adaptation
 Values: commitment, courage, focus, openness and
respect
 Artifacts: product backlogs, increments, definition of done
 Ceremonies: sprint, planning, scrum, review, retro
 Roles: product owner, product team, scrum master
3
Source - http://www.scrumguides.org/scrum-guide.html
What works?
 Most of the role aspects:
 Single P.O. who owns backlog, priority and releases
 P.O. clearly expresses PBIs/test criteria, and is final accepter
 Product team owns estimates and sprint commitment
 Scrum Master is servant-leader, coach, process enforcer
 And in particular:
 Small team
 Small batch sizes
 Iterative/Incremental everything
 Definition of Done
4
What doesn’t work?
 Co-located team
 Self-organizing team
 Flat, cross-functional team
 Neutral Scrum Master
5
Agenda
 About Us
 Context
 Lessons Learned
 People
 Process
 Product
6
About Us
 Mark Sawers
 20+ years in Software Engineering
 Dev Mgr @ Starwood Hotels (Marriott), CTO @ WebomateS
 Certified ScrumMaster, practicing Scrum ~2 yrs
 https://linkedin.com/in/marksawers
 mark at sawers dot com
 Alexandra Ramin
 20 years in Marketing Operations and Project Management
 Marketing Operations Mgr @ Starwood Hotels (Marriott)
 Certified Scrum Product Owner, practicing Scrum ~2 yrs
 https://www.linkedin.com/in/alexandraramin/
 alexandra dot ramin at starwoodhotels at com
7
Context
 Product used daily by all Starwood guests, on property
associates and Marketing staff representing 1K+ properties
 ~20 person product development team, split into 3 teams
 Adopted Scrum ~2 years ago
 Outsource partner staffs 100% of talent
 80% IST, 2 US EST locations
 Results
 Doubled release freq., Halved defect density, Integrated releases
 Challenges
 Predictability, Staff turnover (not new)
8
Lessons Learned
PEOPLE
9
Small Teams, Big Wins
 Small batch sizes, narrower focus
 Bridge teams with epic-level grooming, pre-planning
and scrum of scrums
 Have one ScrumMaster lead coordinated activities, e.g.
tax cycle
10
Right People, Right Attitude
 Engaged business owner
 Developers/Testers that work well without detailed
requirements
 For each location, a senior developer and tester to lead
juniors
 Engaged product technical manager
 Disciplined, principle-focused and product-
knowledgeable Scrum Master
11
Lessons Learned
PROCESS
12
Story != Task
 The project-oriented planning habit is very hard to kick
 Decomposition preference, in order:
1. By user-visible function
2. By architectural component
3. By activity
13
How to Miss Commitments
 If there isn’t enough information on a user story, don't add details or acceptance criteria
during grooming
 Develop first, then ask questions
 Assume an existing feature was broken by some story and raise a defect
 “Good enough” is never ok, make it perfect
 Change stories mid-sprint
 Add stories mid-sprint without removing comparable ones that have not been started
 Finish the story regardless of a change in business context
 Keep to the sprint commitment, regardless of business or technical impediments or
changes
 If it's not working, keep doing it
 Run experiments but ignore feedback
14
Iterate and Increment each story
 Grooming - medium sized stories, reviewed by team,
good acceptance criteria
 Acceptance Criteria early, Test Plan reviews early (day
1-3) and with whole team
 Iterative business previews for early feedback
 Spikes for uncertainty
 Spikes to realize dependencies, e.g. on a shared
services team
15
Over-plan your sprint
 Prevent team overloading by mapping the story points to a schedule
 Dates for each story: dev complete, test plan complete, test exec start,
UAT start
 Aim for UAT start at the latest day 9
 Stagger test execution and UAT start
 Lightweight tasks: dev, test plan, test exec, uat start with day #
 If a team is over capacity and one is underutilized, split the work, but
assign a lead
 Limit change to sprint scope mid-sprint. If you need to add, then
reprioritize and move items, don’t just add work.
16
Reality check the release
 Go-no-go meeting on day 8 of last implementation
sprint
 Only promote those that are QA complete and can
reasonably be UAT complete by day 10
 Be realistic about what can make it into the release so
that code doesn’t have to be backed out
 Stick to your decisions after the go-no-go and don't
squeeze in more stories when they are completed
17
Keep retros fresh
 Change up the format / tools periodically
 Actively engage team members that are not
participating
18
Over-communicate process
 Operating Agreements: Release patterns, Tooling,
Entry/exit criteria, PBI types, states, usage
 Docs, Presentations, KTs
 Reinforce process during daily standups (e.g. is the
capacity correct, are task hours estimated and spent
updated, is the task/story status correct, was definition
of done met)
 Publish schedules for multi-day efforts
19
Schedule carefully
 Find best available slots for all time zones, and perhaps
revisit twice a year on daylight savings switches
 Line up meetings so as many can attend as possible
(P.O., tech mgr, tech leads, BA, etc.)
 Prioritize if there are conflicts
 For each ceremony type, keep the start times the same
20
Use multiple information radiators
 Agile planning tool
 Daily email with per story, sprint and release status
 Objective status measures/colors: Green-Yellow-Red
 Daily email during tax cycle
21
Lessons Learned
PRODUCT
22
Automate to reduce cycle times
 No one should lift a finger to get code from their IDE to a
server
 Automate the hell out of your regression suite – reduce tax
cycle
 You can’t test everything
 Use business input to test the most important / most used
features. Preferably using product usage data, not guesses
 Periodically review these, since your product usage typically
changes over time.
23
Design in product agility
 Flexibility: Feature toggles for staggered multi-
subsystem releases
 Configurability: DB-stored app properties
 Extensibility: Data driven business rules
24
Thank you
mark at sawers dot com
alexandra dot ramin at starwoodhotels at com
25

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Best Effort Agile

  • 1. Best Effort Agile Scrum with Outsourced and Distributed Teams MARK SAWERS, ALEXANDRA RAMIN JUNE 2017
  • 2. Hypothesis SCRUM CAN WORK IN NON-IDEAL CONTEXTS, WITH ADAPTATIONS 2
  • 3. Scrum Review  Theory: transparency, inspection, adaptation  Values: commitment, courage, focus, openness and respect  Artifacts: product backlogs, increments, definition of done  Ceremonies: sprint, planning, scrum, review, retro  Roles: product owner, product team, scrum master 3 Source - http://www.scrumguides.org/scrum-guide.html
  • 4. What works?  Most of the role aspects:  Single P.O. who owns backlog, priority and releases  P.O. clearly expresses PBIs/test criteria, and is final accepter  Product team owns estimates and sprint commitment  Scrum Master is servant-leader, coach, process enforcer  And in particular:  Small team  Small batch sizes  Iterative/Incremental everything  Definition of Done 4
  • 5. What doesn’t work?  Co-located team  Self-organizing team  Flat, cross-functional team  Neutral Scrum Master 5
  • 6. Agenda  About Us  Context  Lessons Learned  People  Process  Product 6
  • 7. About Us  Mark Sawers  20+ years in Software Engineering  Dev Mgr @ Starwood Hotels (Marriott), CTO @ WebomateS  Certified ScrumMaster, practicing Scrum ~2 yrs  https://linkedin.com/in/marksawers  mark at sawers dot com  Alexandra Ramin  20 years in Marketing Operations and Project Management  Marketing Operations Mgr @ Starwood Hotels (Marriott)  Certified Scrum Product Owner, practicing Scrum ~2 yrs  https://www.linkedin.com/in/alexandraramin/  alexandra dot ramin at starwoodhotels at com 7
  • 8. Context  Product used daily by all Starwood guests, on property associates and Marketing staff representing 1K+ properties  ~20 person product development team, split into 3 teams  Adopted Scrum ~2 years ago  Outsource partner staffs 100% of talent  80% IST, 2 US EST locations  Results  Doubled release freq., Halved defect density, Integrated releases  Challenges  Predictability, Staff turnover (not new) 8
  • 10. Small Teams, Big Wins  Small batch sizes, narrower focus  Bridge teams with epic-level grooming, pre-planning and scrum of scrums  Have one ScrumMaster lead coordinated activities, e.g. tax cycle 10
  • 11. Right People, Right Attitude  Engaged business owner  Developers/Testers that work well without detailed requirements  For each location, a senior developer and tester to lead juniors  Engaged product technical manager  Disciplined, principle-focused and product- knowledgeable Scrum Master 11
  • 13. Story != Task  The project-oriented planning habit is very hard to kick  Decomposition preference, in order: 1. By user-visible function 2. By architectural component 3. By activity 13
  • 14. How to Miss Commitments  If there isn’t enough information on a user story, don't add details or acceptance criteria during grooming  Develop first, then ask questions  Assume an existing feature was broken by some story and raise a defect  “Good enough” is never ok, make it perfect  Change stories mid-sprint  Add stories mid-sprint without removing comparable ones that have not been started  Finish the story regardless of a change in business context  Keep to the sprint commitment, regardless of business or technical impediments or changes  If it's not working, keep doing it  Run experiments but ignore feedback 14
  • 15. Iterate and Increment each story  Grooming - medium sized stories, reviewed by team, good acceptance criteria  Acceptance Criteria early, Test Plan reviews early (day 1-3) and with whole team  Iterative business previews for early feedback  Spikes for uncertainty  Spikes to realize dependencies, e.g. on a shared services team 15
  • 16. Over-plan your sprint  Prevent team overloading by mapping the story points to a schedule  Dates for each story: dev complete, test plan complete, test exec start, UAT start  Aim for UAT start at the latest day 9  Stagger test execution and UAT start  Lightweight tasks: dev, test plan, test exec, uat start with day #  If a team is over capacity and one is underutilized, split the work, but assign a lead  Limit change to sprint scope mid-sprint. If you need to add, then reprioritize and move items, don’t just add work. 16
  • 17. Reality check the release  Go-no-go meeting on day 8 of last implementation sprint  Only promote those that are QA complete and can reasonably be UAT complete by day 10  Be realistic about what can make it into the release so that code doesn’t have to be backed out  Stick to your decisions after the go-no-go and don't squeeze in more stories when they are completed 17
  • 18. Keep retros fresh  Change up the format / tools periodically  Actively engage team members that are not participating 18
  • 19. Over-communicate process  Operating Agreements: Release patterns, Tooling, Entry/exit criteria, PBI types, states, usage  Docs, Presentations, KTs  Reinforce process during daily standups (e.g. is the capacity correct, are task hours estimated and spent updated, is the task/story status correct, was definition of done met)  Publish schedules for multi-day efforts 19
  • 20. Schedule carefully  Find best available slots for all time zones, and perhaps revisit twice a year on daylight savings switches  Line up meetings so as many can attend as possible (P.O., tech mgr, tech leads, BA, etc.)  Prioritize if there are conflicts  For each ceremony type, keep the start times the same 20
  • 21. Use multiple information radiators  Agile planning tool  Daily email with per story, sprint and release status  Objective status measures/colors: Green-Yellow-Red  Daily email during tax cycle 21
  • 23. Automate to reduce cycle times  No one should lift a finger to get code from their IDE to a server  Automate the hell out of your regression suite – reduce tax cycle  You can’t test everything  Use business input to test the most important / most used features. Preferably using product usage data, not guesses  Periodically review these, since your product usage typically changes over time. 23
  • 24. Design in product agility  Flexibility: Feature toggles for staggered multi- subsystem releases  Configurability: DB-stored app properties  Extensibility: Data driven business rules 24
  • 25. Thank you mark at sawers dot com alexandra dot ramin at starwoodhotels at com 25