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War Stories
Experiences applying Agile in many types of business


             gerard.hartnett@coclarity.com

                      ITAG
   Cairnes Business School, NUI Galway, Ireland.
                   22-Jan-2009
Overview
              • Introduction
              • Patterns, PLOPS and OOPSLA
              • Scrum
              • eXtreme Programming
              • GTD and 4HWW
              • Conclusion
Copyright © 2009 coClarity Ltd.      2
Introduction
              • 20-years SW experience
              • Currently: coClarity, Limerick
              • Intel, Basis & Tellabs, Shannon
              • Digital, Galway
              • Motorola, Cork, & USA
              • QC-Data, Cork & Canada
Copyright © 2009 coClarity Ltd.        3
Conclusion
              • Great ideas cross boundaries between
                    disciplines
              • Software has Borrowed from Everywhere
              • Agile techniques can be applied in any kind
                    of business
              • Customer Focus, Deliver Early & Often,
                    Simplicity (Product & Plans), Self-Organising

Copyright © 2009 coClarity Ltd.         4
Patterns, PLOPS and
     OOPSLA
Patterns
              • Reusable solution to a
                    common problem
              • Borrowed from
                    Architecture (Alexander)
              • 1987 OOPSLA, Beck &
                    Cunningham
              • 1994, Gang of Four
Copyright © 2009 coClarity Ltd.       6
PLOPs

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


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

Copyright © 2009 coClarity Ltd.         8
eXtreme Programming
Overview

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


Copyright © 2009 coClarity Ltd.       10
Practices
              • Quick Plan            • Pair Programming
              • Small Releases        • Collective Ownership
              • Metaphor              • Continuous Integration
              • Simple Design         • 40-Hour Week
              • Testing               • On-Site Customers
              • Refactoring           • Coding Standards
Copyright © 2009 coClarity Ltd.       11
A-La-Carte
              • The books warn against taking an a-la carte
                    approach
              • We tailored it out of necessity
              • Didn’t really use: Metaphor, On-site
                    Customers
              • Modified: Scrum for planning, Collective
                    Ownership within Team

Copyright © 2009 coClarity Ltd.       12
Pair Programming




         Photo credit flickr.com/people/lucadex
Pair Programming our
                     Experience
              • The most controversial practice
              • Some components pair programmed
              • Lowest defect rates
              • Smaller code sizes
              • Small sample set
Copyright © 2009 coClarity Ltd.   14
Pair Lessons Learned
              • No Keyboard Wrestling, Large Fonts
              • Think about neighbours
              • No editor wars
              • Set key objectives
              • Not as useful during bug-fix phase
              • Can be done remotely (gotomeeting)
Copyright © 2009 coClarity Ltd.   15
Scrum
New New Product
                    Development Game
         • Article in Harvard
               Business Review 1986
         • Study of companies in
               Japan & US
         • Fuji-Xerox, Canon,
               Honda, NEC, HP, 3M


Copyright © 2009 coClarity Ltd.     17
Six Characteristics
              • Built in instability - broad challenging goal
              • Self-organising teams
              • Overlapping Development Phases
              • Multilearning
              • Subtle Control
              • Organisational transfer of learning
Copyright © 2009 coClarity Ltd.      18
Scrum

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

•   Called it Scrum

•   I suspect they were
    never in a real Scrum



                                Photo credit flickr.com/photos/bohane/
Scrum Overview
              • You can manage any kind of project with
                    Scrum
              • I’ve used on tiny and large projects
              • Not rocket science or expensive (although
                    an “industry” has popped up)
              • It works & viral
Copyright © 2009 coClarity Ltd.       20
“Opportunities”
     • All projects have chickens
           and pigs
     • Pigs are happy: no status
           reports or boring meetings
     • Chickens are happy: they
           know what’s happening
           without getting in the way

                                        Photo credit flickr.com/photos/7326810@N08
Copyright © 2009 coClarity Ltd.    21
The Theory
              • Software engineering is complex adaptive
                    system
              • Traditional planning - illusion of control
              • Empirical process not a “defined process”
              • Complexity theory - better to do frequent
                    samples and small adjustments
              • Adaptability is better than predicability
Copyright © 2009 coClarity Ltd.       22
The Team


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


Copyright © 2009 coClarity Ltd.      23
The Project




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




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

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

Copyright © 2009 coClarity Ltd.       25
The Daily Meeting
              • KISS - 15 minutes max, same time & place
              • 3 questions
               • what did you do? (binary - all or nothing)
               • what roadblocks?
               • what will you do by tomorrow?
              • Everyone responsible for their own tasks
Copyright © 2009 coClarity Ltd.    26
?#!$'(% 8% quot;*+&'0% !/% ,')6quot;-@*'1% /0!+% IJ?-1!('1K%                        S'0$%S-1-&#'%-quot;%,6'%!0A8quot;-V8,-!quot;;%8quot;(%)*0-!1-,$%/0!+%!,6'


               Loads of Post-its stuck
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Consequence of “Loads
                 of post-its”
              • Low effort - visualisation of progress
              • Preparation is fast - post-its on monitors
              • Occasional trips to the “big sheet”
              • Not great for distributed teams
              • 3M make loads of money
Copyright © 2009 coClarity Ltd.     28
Planning
              • More KISS
              • No complex Gannt chart
              • Plan is a series of sprints
              • Dependencies only at a sprint level
              • Can use sophisticated estimation
                    techniques
              • Shorter sprints at the start and end
Copyright © 2009 coClarity Ltd.      29
!quot;quot;#$%!&#'( )*( +$,)-$&.)'+( +'/'#*quot;0'1)( )2!1( 2!,( &''1(                 D#!11$13( $,( E'quot;)( ,$0quot;#'=( A2'-'( $,( 1*( %*0quot;#'F( G!1))(
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            Planning - Full Project
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)*( )2'( '1+( *@( )2'( quot;-*C'%)=( >1$)$!#( 0'')$13,( !-'( %*1+.%)'+(        &!%E#*3( $)'0,( )2!)( 0!B( 2!/'( %*0'( .quot;( +.-$13( )2'( #!,)(
Planning - Sprint
              • At the start check project plan & look at
                    new backlog items
              • Allocate to individuals - could use simple
                    spreadsheet
              • Efforts based on “ideal days”
              • Inside/Outside end-date
              • At the end: write-up, demo, release
Copyright © 2009 coClarity Ltd.         31
The Big Chickens
              • Start to trust it - less reporting needed
              • Can show up at daily meetings - must
                    remember they are chickens
              • Can add new items to backlog
              • Other possibilities - earned value, wide-
                    band-delphi, comparison to estimates


Copyright © 2009 coClarity Ltd.       32
Scrum Conclusion

                • Simple, low-overhead, adaptable any kind/
                      size project
                • Everyone gets involved in planning and
                      tracking, team “gells”
                • The chickens can actually contribute
                • Scrum was more sticky than eXP
Copyright © 2009 coClarity Ltd.          33
GTD and 4HWW
GTD

          • Getting Things Done
          • A new cult for the info age
               - Wired
          • Levels: Actions, Projects,
               Areas,Yearly, 5-Year, Life
          • Collect, Process, Organise,
               Review, Do
Copyright © 2009 coClarity Ltd.       35
Actions and Projects
              • Action: always something that needs to be
                    done first
              • Each action has a context
              • Project: requires more than one action
              • Don’t need to plan projects in detail but
                    define outcome
              • Choose actions based on context
Copyright © 2009 coClarity Ltd.     36
4HWW

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

Copyright © 2009 coClarity Ltd.        37
Conclusion
Common Patterns
              • Bottom Up Planning (take care of days...)
              • Simple Top Down Plan - it will change
              • Adaptable more important than predictable
              • Don’t Just React - Make Active Choices
              • Feedback Loops
              • Encourage self-organisation
Copyright © 2009 coClarity Ltd.   39
Conclusion
              • Great ideas cross boundaries between
                    disciplines
              • Software has Borrowed from Everywhere
              • Agile techniques can be applied in any kind
                    of business
              • Customer Focus, Deliver Early & Often,
                    Simplicity (Product & Plans), Self-Organising

Copyright © 2009 coClarity Ltd.        40
Next Steps
                       Decide what aspects you are interested in
                       Read about them on wikipedia
                       Read the paper: Fitzgerald, Hartnett “Agile
                       inside Intel” (short.ie/uehtqv)
                       Try some of the Patterns even on your
                       personal work
                       Consider trying Scrum with your team

Copyright © 2009 coClarity Ltd.          41
Thank You
             Happy to talk about
                              SCRUM    Startups
                                  coclarity
     GTD
     OO Design   Web-collaboration
    Entrepreneurship Ruby on Rails



Copyright © 2009 coClarity Ltd.           42

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Itag Jan09 Agile Coclarity

  • 1. War Stories Experiences applying Agile in many types of business gerard.hartnett@coclarity.com ITAG Cairnes Business School, NUI Galway, Ireland. 22-Jan-2009
  • 2. Overview • Introduction • Patterns, PLOPS and OOPSLA • Scrum • eXtreme Programming • GTD and 4HWW • Conclusion Copyright © 2009 coClarity Ltd. 2
  • 3. Introduction • 20-years SW experience • Currently: coClarity, Limerick • Intel, Basis & Tellabs, Shannon • Digital, Galway • Motorola, Cork, & USA • QC-Data, Cork & Canada Copyright © 2009 coClarity Ltd. 3
  • 4. Conclusion • Great ideas cross boundaries between disciplines • Software has Borrowed from Everywhere • Agile techniques can be applied in any kind of business • Customer Focus, Deliver Early & Often, Simplicity (Product & Plans), Self-Organising Copyright © 2009 coClarity Ltd. 4
  • 6. Patterns • Reusable solution to a common problem • Borrowed from Architecture (Alexander) • 1987 OOPSLA, Beck & Cunningham • 1994, Gang of Four Copyright © 2009 coClarity Ltd. 6
  • 7. PLOPs • Pattern Languages of Programs • Conferences Started 1994 • PLOP-2, paper on Episodes (Cunningham) Copyright © 2009 coClarity Ltd. 7
  • 8. OOPSLA 98 • Birds-of-a-feather session • 100s arrived • One page handout of the key practices • Diagram of how they related to each other Copyright © 2009 coClarity Ltd. 8
  • 10. Overview • A light-weight methodology • For small-to-medium-sized teams • Vague or rapidly-changing requirements • Values: communication, feedback, simplicity, courage and respect Copyright © 2009 coClarity Ltd. 10
  • 11. Practices • Quick Plan • Pair Programming • Small Releases • Collective Ownership • Metaphor • Continuous Integration • Simple Design • 40-Hour Week • Testing • On-Site Customers • Refactoring • Coding Standards Copyright © 2009 coClarity Ltd. 11
  • 12. A-La-Carte • The books warn against taking an a-la carte approach • We tailored it out of necessity • Didn’t really use: Metaphor, On-site Customers • Modified: Scrum for planning, Collective Ownership within Team Copyright © 2009 coClarity Ltd. 12
  • 13. Pair Programming Photo credit flickr.com/people/lucadex
  • 14. Pair Programming our Experience • The most controversial practice • Some components pair programmed • Lowest defect rates • Smaller code sizes • Small sample set Copyright © 2009 coClarity Ltd. 14
  • 15. Pair Lessons Learned • No Keyboard Wrestling, Large Fonts • Think about neighbours • No editor wars • Set key objectives • Not as useful during bug-fix phase • Can be done remotely (gotomeeting) Copyright © 2009 coClarity Ltd. 15
  • 16. Scrum
  • 17. New New Product Development Game • Article in Harvard Business Review 1986 • Study of companies in Japan & US • Fuji-Xerox, Canon, Honda, NEC, HP, 3M Copyright © 2009 coClarity Ltd. 17
  • 18. Six Characteristics • Built in instability - broad challenging goal • Self-organising teams • Overlapping Development Phases • Multilearning • Subtle Control • Organisational transfer of learning Copyright © 2009 coClarity Ltd. 18
  • 19. Scrum • Computer guys borrowed from “New New...” • Called it Scrum • I suspect they were never in a real Scrum Photo credit flickr.com/photos/bohane/
  • 20. Scrum Overview • You can manage any kind of project with Scrum • I’ve used on tiny and large projects • Not rocket science or expensive (although an “industry” has popped up) • It works & viral Copyright © 2009 coClarity Ltd. 20
  • 21. “Opportunities” • All projects have chickens and pigs • Pigs are happy: no status reports or boring meetings • Chickens are happy: they know what’s happening without getting in the way Photo credit flickr.com/photos/7326810@N08 Copyright © 2009 coClarity Ltd. 21
  • 22. The Theory • Software engineering is complex adaptive system • Traditional planning - illusion of control • Empirical process not a “defined process” • Complexity theory - better to do frequent samples and small adjustments • Adaptability is better than predicability Copyright © 2009 coClarity Ltd. 22
  • 23. The Team • Should be small (6 max) - if bigger, split • Ideally co-located (can work distributed) Copyright © 2009 coClarity Ltd. 23
  • 24. The Project Diagram by Lakeworks http://commons.wikimedia.org/wiki/Image:Scrum_process.svg • Punctuated Equilibrium - balance team focus, management visibility, and adaptability
  • 25. The Sprint • Easier for team to focus on something a month away • Daily short meetings • At the end - write-up or demo Copyright © 2009 coClarity Ltd. 25
  • 26. The Daily Meeting • KISS - 15 minutes max, same time & place • 3 questions • what did you do? (binary - all or nothing) • what roadblocks? • what will you do by tomorrow? • Everyone responsible for their own tasks Copyright © 2009 coClarity Ltd. 26
  • 27. ?#!$'(% 8% quot;*+&'0% !/% ,')6quot;-@*'1% /0!+% IJ?-1!('1K% S'0$%S-1-&#'%-quot;%,6'%!0A8quot;-V8,-!quot;;%8quot;(%)*0-!1-,$%/0!+%!,6' Loads of Post-its stuck A68+;%NOOPQ%,6'%?0')*01!0%,!%'R,0'+'%?#8quot;quot;-quot;A=% ,'8+1%6'#?'(%,6'%-quot;-,-8#%1?0'8(%!/%,6'%,')6quot;-@*'=%W-A*0'%N +% 781% -quot;-,-8##$% ?-#!,'(% &$% !quot;'% ,'8+% 8quot;(% -,1% *1'% &'#!7% -##*1,08,'1% 8% 18+?#'% +'',-quot;A% 0')!0(% 7-,6% X!1,TH,1 quot;%!0A8quot;-)8##$%,!%,6'%'E,'quot;,%,68,%-,%quot;!7%-1%*1'(%&$% 8,,8)6'(=% '% ,'8+1% -quot;% Hquot;,'#% 568quot;quot;!quot;=% G6'$% &'#-'S'% ,6'% .'$% % to a big sheet of paper % % % % % J(.#8( K.9/% ='?+% D$/8.% % % A%7'&(,=+'/ -.)%+(&(% 4')%+( D('7,E,quot;9'%&(#!% % 5=>,314% >/&(#@'quot;(,-.7(% .@,A4B,*..C% % =H: % F((&$/8% -.)%+(&(% % 6#$&(,)((&$/8% '!!()*+(#,&(!&% % )$/?&(!% !quot;#$%&!% % % % -?##(/&,B'quot;C+.8% B'quot;C+.8 H./(% % 46,414% D(@'quot;&.#, % 414% quot;.)%+(&(% A4B,$)%'quot;&% ! I4,17'%&.# !quot;(/'#$.!% '!!(!)(/&% !quot;#$%&&&' ! H(!$8/% 0#$&&(/% 46,.#8% 46,=>=,.?&,@.#% ! =4FG50!<% 7(quot;$7(7% #(<$(0% 56% ! $/&(#@'quot;(% )$+(!&./(!% 3&9(#/(&,:;% ! 112,314% $/,%+'/% 7(!$8/,!quot;(/'#$.% ! !(quot;&$./% 0#$&&(/% !
  • 28. Consequence of “Loads of post-its” • Low effort - visualisation of progress • Preparation is fast - post-its on monitors • Occasional trips to the “big sheet” • Not great for distributed teams • 3M make loads of money Copyright © 2009 coClarity Ltd. 28
  • 29. Planning • More KISS • No complex Gannt chart • Plan is a series of sprints • Dependencies only at a sprint level • Can use sophisticated estimation techniques • Shorter sprints at the start and end Copyright © 2009 coClarity Ltd. 29
  • 30. !quot;quot;#$%!&#'( )*( +$,)-$&.)'+( +'/'#*quot;0'1)( )2!1( 2!,( &''1( D#!11$13( $,( E'quot;)( ,$0quot;#'=( A2'-'( $,( 1*( %*0quot;#'F( G!1))( ,.33',)'+(.quot;()*(1*4(56%7-''18(9::;<=( %2!-)( 4$)2( %*0quot;#'F( $1)'-H+'quot;'1+'1%$',( &')4''1( )!,E,=( Planning - Full Project ( A2'(*/'-!##(quot;#!1($,(!(,'-$',(*@(,quot;-$1),(5,''(I$3(9<=(>1)'-1!#( *-( 'F)'-1!#( 0$#',)*1',( %!1( &'( #$1'+( .quot;( 4$)2( ?quot;-$1)( !quot;#quot;$quot;%&'()*%+,-../.0% %*0quot;#')$*1,8( &.)( )2'( +'quot;'1+'1%$',( &')4''1( )2'( )!,E,( ( 4$)2$1()2'(,quot;-$1)(!-'(1*)(4*-E'+(*.)($1(!+/!1%'=( >1)'#( ?2!11*1( 2!/'( 0!+'( ,*0'( 0*+$@$%!)$*1,( )*( )2'( ( quot;#!11$13(quot;-*%',,(!#,*=(A2'B(.,'()4*(quot;#!11$13(,)!3',8(*1'( ( !)( )2'( ,)!-)( *@( '!%2( ,quot;-$1)( !1+( *1'( !)( )2'( ,)!-)( *@( )2'( ( quot;-*C'%)=(( ( ( ( ( !quot;quot;!#$%&!'()*+!,'-quot;'!(.%(!!,/ 012 012 013 014 014 014 56/!7%(! 89,%($': 89,%($'0 89,%($'; 89,%($'< 89,%($'= 89,%($'2 >(6//%.(!? !quot;#$%&'()*+* ( @$*?1ABC1D-,E/F-9/ :01G :01G ( @67=H@67GH@6701D-,E/F-9/ 01G 01G ( I96$F 2<1= 2<1= ( JK., <;1= <;1= @$*? :::1= :::1= ( @67=@##1I)(#89!#1C,6quot;$HL!&%!D :G1G :G1G ( @67=@##1C!/%.(89!# 31G 31G ( @67=@##1M-?! 21G 21G @67=M-?!7!$189!# 31= 31= ( @67=M-?!7!$1M-?! 31G 31G ( N-$67 03: G G G G G G 03:1G ( ( ,$-./'01.#2.)/ A-7%?6O/1P)+7%# <1G <1G ( A-7%?6O/1Q6#6$%-( <=1G <=1G % N,6%(%(. <1G <1G %G N-$67 =; G G G G G =;1G %G G G G G G % 1/0%#%&'()*%+,-../.0% % % % J!%2()'!0(#'!+(+*',(!(quot;#!1(*.)#$1$13(!##(*@()2'(,quot;-$1),( )2'( ,)!-)( *@( quot;-*C'%)( ,quot;-$1)( quot;#!1( !1+( #**E( !)( !1B( 1'4( )*( )2'( '1+( *@( )2'( quot;-*C'%)=( >1$)$!#( 0'')$13,( !-'( %*1+.%)'+( &!%E#*3( $)'0,( )2!)( 0!B( 2!/'( %*0'( .quot;( +.-$13( )2'( #!,)(
  • 31. Planning - Sprint • At the start check project plan & look at new backlog items • Allocate to individuals - could use simple spreadsheet • Efforts based on “ideal days” • Inside/Outside end-date • At the end: write-up, demo, release Copyright © 2009 coClarity Ltd. 31
  • 32. The Big Chickens • Start to trust it - less reporting needed • Can show up at daily meetings - must remember they are chickens • Can add new items to backlog • Other possibilities - earned value, wide- band-delphi, comparison to estimates Copyright © 2009 coClarity Ltd. 32
  • 33. Scrum Conclusion • Simple, low-overhead, adaptable any kind/ size project • Everyone gets involved in planning and tracking, team “gells” • The chickens can actually contribute • Scrum was more sticky than eXP Copyright © 2009 coClarity Ltd. 33
  • 35. GTD • Getting Things Done • A new cult for the info age - Wired • Levels: Actions, Projects, Areas,Yearly, 5-Year, Life • Collect, Process, Organise, Review, Do Copyright © 2009 coClarity Ltd. 35
  • 36. Actions and Projects • Action: always something that needs to be done first • Each action has a context • Project: requires more than one action • Don’t need to plan projects in detail but define outcome • Choose actions based on context Copyright © 2009 coClarity Ltd. 36
  • 37. 4HWW • The 4 Hour Workweek • 80/20 Rule • Decide two meaningful things to accomplish • Email twice a day Copyright © 2009 coClarity Ltd. 37
  • 39. Common Patterns • Bottom Up Planning (take care of days...) • Simple Top Down Plan - it will change • Adaptable more important than predictable • Don’t Just React - Make Active Choices • Feedback Loops • Encourage self-organisation Copyright © 2009 coClarity Ltd. 39
  • 40. Conclusion • Great ideas cross boundaries between disciplines • Software has Borrowed from Everywhere • Agile techniques can be applied in any kind of business • Customer Focus, Deliver Early & Often, Simplicity (Product & Plans), Self-Organising Copyright © 2009 coClarity Ltd. 40
  • 41. Next Steps Decide what aspects you are interested in Read about them on wikipedia Read the paper: Fitzgerald, Hartnett “Agile inside Intel” (short.ie/uehtqv) Try some of the Patterns even on your personal work Consider trying Scrum with your team Copyright © 2009 coClarity Ltd. 41
  • 42. Thank You Happy to talk about SCRUM Startups coclarity GTD OO Design Web-collaboration Entrepreneurship Ruby on Rails Copyright © 2009 coClarity Ltd. 42