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Planning and Tracking
Agile Projects
1
Founding member and
director of Agile Alliance,
Scrum Alliance, and Agile
Project LeadershipNetwork
Founder of Mountain
Goat Software
Consultant, author,and speaker
Mike Cohn - background
© Mountain Goat Software, LLC
2
© Mountain Goat Software, LLC
Imagine...
That you’re fed up with software development
as a career
And you decide to go into the landscaping
business
moving this pile of
rock from the
front of my house
to the back
3
© Mountain Goat Software, LLC
How might you estimate this?
One way:
Look at the pile of rock and estimate how many
wheelbarrow loads it represents
After an hour, see how
many wheelbarrow loads
you’ve moved then
extrapolate the total
duration
I think that’s 80 wheelbarrow loads
After an hour I’ve moved 20 loads
So, I’ll be done in a total of 4 hours
4
© Mountain Goat Software, LLC
My landscaping
0
20
40
60
80
0900 1000 1100 1200 1300
WheelbarrowLoads
Time
5
© Mountain Goat Software, LLC
2
2
3
3 3
2
An iteration is a short,
constrained period of time
Typically 1-4 weeks
2
4
3
2
1
2
2
2
3
3 3
2
A release typically comprises
more than one iteration
Velocity is the
amount of work
planned or
completed in an
iteration.
6
© Mountain Goat Software, LLC
Strategy
Portfolio
Product
Release
Iteration
The planning onion
Daily
● Agile teams plan at
the innermost three
levels.
● Others (on the team
in the company) plan
at the outer levels.
7
© Mountain Goat Software, LLC
Relating the different planning levels
I want to...
I want to...
I want to...
I want to...
I want to...
3
5
5
2
2
Iteration2Iteration1
“Yesterday I started
on the UI; I should
of today.”
Code the UI 8
6
Code middle tier 12
Write tests 5
Automate tests 4
Product Backlog Iteration Backlog
8
© Mountain Goat Software, LLC
Iteration
Conditions of
Satisfaction
(scope)
An agile approach to planning
Release
Conditions of
Satisfaction
(scope, schedule,
resources)
Release planning
Iteration
planning
Feedback
Feedback
Development
Product
increment
9
© Mountain Goat Software, LLC
Estimating
Release planning
Burndown charts
Agenda
10
© Mountain Goat Software, LLC
Story points
Probably the most commonly used estimating
unit among agile teams today
Name is derived from agile teams commonly
expressing requirements as “user stories”
Based on a combination of the size and
complexity of the work
Unitless but numerically relevant estimates
A 10-point user story is expected to take twice as
long as a 5-point user story
11
© Mountain Goat Software, LLC
Consider these two piles of work
What story point values
might we put on these?
12
© Mountain Goat Software, LLC
Zoo points
Assign “zoo
points” to the
following breeds Lion
Kangaroo
Rhinocerus
Bear
Giraffe
Gorilla
Hippopotamus
Tiger
13
© Mountain Goat Software, LLC
Three key advantages
Estimating in story points:
1. Forces the use of relative estimating
Studies have shown we’re better at this†
2. Focuses us on estimating the size, not the duration
We derive duration empirically by seeing how much we
complete per iteration
3. Puts estimates in units that we can add together
Time based estimates are not additive
†Lederer and Prasad, 1998. A Causal Model for Software Cost Estimating Error andVicinanza et al.,
1991. Software Effort Estimation:An Exploratory Study of Expert Performance.
14
© Mountain Goat Software, LLC
“Yesterday I started
on the UI; I should
of today.”
Comparing apples to apples
I want to...
I want to...
I want to...
I want to...
I want to...
3
5
5
2
3
Code the UI 8
6
Code middle tier 12
Write tests 5
Automate tests 4
Product Backlog Sprint Backlog
30
50
50
20
20
15
© Mountain Goat Software, LLC
Planning poker for estimating
An iterative approach to estimating, loosely based on
wideband Delphi
Steps
1. Each estimator is given a deck of cards, each card has a
valid estimate written on it
2. Customer/Product owner reads a story and it’s discussed
3. Each estimator selects a card that’s his or her estimate
4. Cards are turned over so all can see them
5. Discuss differences (especially outliers)
6. Re-estimate until estimates converge
16
© Mountain Goat Software, LLC
Planning poker - an example
Estimator Round 1 Round 2
Susan
Vadim
Ann
Chris
3 5
8 5
2 5
5 8
2013853
2
1
17
© Mountain Goat Software, LLC
Estimate these
Product backlog item Estimate
Read a high-level, 10-page overview of agile software
development in People magazine.
Read a densely written 5-page research paper about agile
software development in an academic journal.
Write the product backlog for a simple eCommerce site
that sells only clocks.
Recruit, interview, and hire a new member for your team.
Create a 60-minute presentation about agile estimating
and planning for your coworkers.
Wash and wax your boss’ Porsche.
Read a 150-page book on agile software development.
Write an 8-page summary of that book for your boss.
18
© Mountain Goat Software, LLC
Why planning poker works
Those who will do the work, estimate
the work1
Estimators are required to justify
estimates2, 3
Focuses most estimates within an
approximate one order of magnitude4, 5
1Jørgensen, Magne. 2004. A Review of Studies on Expert Estimation of Software Development
Effort.
2Hagafors, R., and B. Brehmer. 1983. Does Having to Justify One’s Decisions Change the Nature of
the Decision Process?
3Brenner, et al. 1996. On the Evaluation of One-sided Evidence.
4Miranda, Eduardo. 2001. Improving Subjective Estimates Using Paired Comparisons.
5Saaty,Thomas. 1996. Multicriteria Decision Making:The Analytic Hierarchy Process.
19
© Mountain Goat Software, LLC
Why planning poker works
Combining of individual estimates6 through
group discussion7 leads to better estimates
Emphasizes relative rather than absolute
estimating
Estimates are constrained to a set of values so
we don’t waste time in meaningless arguments
Everyone’s opinion is heard
It’s quick and fun
6Hoest, Martin, and Claes Wohlin. 1998. An Experimental Study of Individual Subjective Effort
Estimations and Combinations of the Estimates.
7Jørgensen, Magne, and Kjetil Moløkken. 2002. Combination of Software Development
Effort Prediction Intervals:Why,When and How?
20
© Mountain Goat Software, LLC
Reduces impact of irrelevant
information
Given project spec.
Group A
Given same spec but with
estimation-irrelevant details added:
end users’ desktop applications
user passwords,
etc.
Group B
39 hours
20 hours
Source: How to avoid impact from irrelevant and misleading information on your cost estimates,
Magne Jørgensen and Stein Grimstad, Simula Research Laboratory,
Simula Research Labs Estimation Seminar, Oslo, Norway 2006.
21
© Mountain Goat Software, LLC
Given a one-project spec.
Group A
Given a spec with exactly the same
text but was 7 pages long
Increased length achieved through
double line space
wide margins
larger font size
more space between paragraphs
Group B
173 hours
117 hours
Source: How to avoid impact from irrelevant and misleading information on your cost estimates,
Magne Jørgensen and Stein Grimstad, Simula Research Laboratory,
Simula Research Labs Estimation Seminar, Oslo, Norway 2006.
22
© Mountain Goat Software, LLC
Extra requirements
Given requirements R1–R4
Group A
Given requirements R1–R5
Group B
4 hours
4 hours
Given requirements R1–R5
but told to estimate R1–R4 only
Group C
8 hours!
Source: How to avoid impact from irrelevant and misleading information on your cost estimates,
Magne Jørgensen and Stein Grimstad, Simula Research Laboratory,
Simula Research Labs Estimation Seminar, Oslo, Norway 2006.
23
© Mountain Goat Software, LLC
Reduces likelihood of anchoring
Given a product spec
Control group
456 hours
Given the same product spec
Told the customer thinks 500 hours is a
reasonable estimate but that
The customer knows very little about the
implications of his spec on the estimate
High anchor group
555 hours
Same as high but customer thinks 50 hours
Low anchor group
99 hours
Source: How to avoid impact from irrelevant and misleading information on your cost estimates,
Magne Jørgensen and Stein Grimstad, Simula Research Laboratory,
Simula Research Labs Estimation Seminar, Oslo, Norway 2006.
24
© Mountain Goat Software, LLC
Estimating
Release planning
Burndown charts
Agenda
25
© Mountain Goat Software, LLC
Release planning
To answer questions such as:
How much will be done by 30 June?
When can we ship with this set of features?
How many people or teams should be on this
project?
Purpose
Velocity
The length of the project
Prioritized product backlog
Inputs
26
© Mountain Goat Software, LLC
Iteration 3-4
An example with velocity=14
Iteration 1
Story A
5
Story B
8
Story E
1
Story C
3
Story D
5
Story F
5
Story G
1
Story H
13
Story I
5
Story J
8
Story A
5 Story B
8
Story E
1
Iteration 2
Story C
3 Story D
5
Story F
5 Story G
1
Story H
13 Story I
5
Story J
8
27
© Mountain Goat Software, LLC
Updating the release plan
0
10
20
30
40
1 2 3 4 5 6 7 8 9
Iterations
Mean (Worst 3) = 28
Mean (Last 8) = 33
Last Observation = 36
Use multiple views of observed velocity
28
© Mountain Goat Software, LLC
Extrapolate from velocity
29
© Mountain Goat Software, LLC
Estimating
Release planning
Burndown charts
Agenda
30
© Mountain Goat Software, LLC
How’s my landscaping coming?
0
20
40
60
80
0900 1000 1100 1200 1300
WheelbarrowLoads
Time
This is called a
burndown chart.
31
© Mountain Goat Software, LLC
Remember the different levels?
I want to...
I want to...
I want to...
I want to...
I want to...
3
5
5
2
2
Iteration2Iteration1
“Yesterday I started
on the UI; I should
of today.”
Code the UI 8
6
Code middle tier 12
Write tests 5
Automate tests 4
Product Backlog Iteration Backlog
We can track
burndown at
both levels
32
© Mountain Goat Software, LLC
An iteration burndown chart
0
200
400
600
800
1,000 4/29/02
5/6/02
5/13/02
5/20/02
5/24/02
Hours
33
© Mountain Goat Software, LLC
A release burndown chartStoryPoints
Iterations
600
450
300
150
0
1 2 3 4 5
Four Lessons
Burndown charts:
● Show net progress
● Raise questions; they don’t
answer them
● Facilitate early discussions
● Make it impossible to lie
34
© Mountain Goat Software, LLC
Mike Cohn contact info
mike@mountaingoatsoftware.com
www.mountaingoatsoftware.com
(720) 890-6110 (office)
(303) 810-2190 (mobile)
35

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Planning and Tracking Agile Projects

  • 2. Founding member and director of Agile Alliance, Scrum Alliance, and Agile Project LeadershipNetwork Founder of Mountain Goat Software Consultant, author,and speaker Mike Cohn - background © Mountain Goat Software, LLC 2
  • 3. © Mountain Goat Software, LLC Imagine... That you’re fed up with software development as a career And you decide to go into the landscaping business moving this pile of rock from the front of my house to the back 3
  • 4. © Mountain Goat Software, LLC How might you estimate this? One way: Look at the pile of rock and estimate how many wheelbarrow loads it represents After an hour, see how many wheelbarrow loads you’ve moved then extrapolate the total duration I think that’s 80 wheelbarrow loads After an hour I’ve moved 20 loads So, I’ll be done in a total of 4 hours 4
  • 5. © Mountain Goat Software, LLC My landscaping 0 20 40 60 80 0900 1000 1100 1200 1300 WheelbarrowLoads Time 5
  • 6. © Mountain Goat Software, LLC 2 2 3 3 3 2 An iteration is a short, constrained period of time Typically 1-4 weeks 2 4 3 2 1 2 2 2 3 3 3 2 A release typically comprises more than one iteration Velocity is the amount of work planned or completed in an iteration. 6
  • 7. © Mountain Goat Software, LLC Strategy Portfolio Product Release Iteration The planning onion Daily ● Agile teams plan at the innermost three levels. ● Others (on the team in the company) plan at the outer levels. 7
  • 8. © Mountain Goat Software, LLC Relating the different planning levels I want to... I want to... I want to... I want to... I want to... 3 5 5 2 2 Iteration2Iteration1 “Yesterday I started on the UI; I should of today.” Code the UI 8 6 Code middle tier 12 Write tests 5 Automate tests 4 Product Backlog Iteration Backlog 8
  • 9. © Mountain Goat Software, LLC Iteration Conditions of Satisfaction (scope) An agile approach to planning Release Conditions of Satisfaction (scope, schedule, resources) Release planning Iteration planning Feedback Feedback Development Product increment 9
  • 10. © Mountain Goat Software, LLC Estimating Release planning Burndown charts Agenda 10
  • 11. © Mountain Goat Software, LLC Story points Probably the most commonly used estimating unit among agile teams today Name is derived from agile teams commonly expressing requirements as “user stories” Based on a combination of the size and complexity of the work Unitless but numerically relevant estimates A 10-point user story is expected to take twice as long as a 5-point user story 11
  • 12. © Mountain Goat Software, LLC Consider these two piles of work What story point values might we put on these? 12
  • 13. © Mountain Goat Software, LLC Zoo points Assign “zoo points” to the following breeds Lion Kangaroo Rhinocerus Bear Giraffe Gorilla Hippopotamus Tiger 13
  • 14. © Mountain Goat Software, LLC Three key advantages Estimating in story points: 1. Forces the use of relative estimating Studies have shown we’re better at this† 2. Focuses us on estimating the size, not the duration We derive duration empirically by seeing how much we complete per iteration 3. Puts estimates in units that we can add together Time based estimates are not additive †Lederer and Prasad, 1998. A Causal Model for Software Cost Estimating Error andVicinanza et al., 1991. Software Effort Estimation:An Exploratory Study of Expert Performance. 14
  • 15. © Mountain Goat Software, LLC “Yesterday I started on the UI; I should of today.” Comparing apples to apples I want to... I want to... I want to... I want to... I want to... 3 5 5 2 3 Code the UI 8 6 Code middle tier 12 Write tests 5 Automate tests 4 Product Backlog Sprint Backlog 30 50 50 20 20 15
  • 16. © Mountain Goat Software, LLC Planning poker for estimating An iterative approach to estimating, loosely based on wideband Delphi Steps 1. Each estimator is given a deck of cards, each card has a valid estimate written on it 2. Customer/Product owner reads a story and it’s discussed 3. Each estimator selects a card that’s his or her estimate 4. Cards are turned over so all can see them 5. Discuss differences (especially outliers) 6. Re-estimate until estimates converge 16
  • 17. © Mountain Goat Software, LLC Planning poker - an example Estimator Round 1 Round 2 Susan Vadim Ann Chris 3 5 8 5 2 5 5 8 2013853 2 1 17
  • 18. © Mountain Goat Software, LLC Estimate these Product backlog item Estimate Read a high-level, 10-page overview of agile software development in People magazine. Read a densely written 5-page research paper about agile software development in an academic journal. Write the product backlog for a simple eCommerce site that sells only clocks. Recruit, interview, and hire a new member for your team. Create a 60-minute presentation about agile estimating and planning for your coworkers. Wash and wax your boss’ Porsche. Read a 150-page book on agile software development. Write an 8-page summary of that book for your boss. 18
  • 19. © Mountain Goat Software, LLC Why planning poker works Those who will do the work, estimate the work1 Estimators are required to justify estimates2, 3 Focuses most estimates within an approximate one order of magnitude4, 5 1Jørgensen, Magne. 2004. A Review of Studies on Expert Estimation of Software Development Effort. 2Hagafors, R., and B. Brehmer. 1983. Does Having to Justify One’s Decisions Change the Nature of the Decision Process? 3Brenner, et al. 1996. On the Evaluation of One-sided Evidence. 4Miranda, Eduardo. 2001. Improving Subjective Estimates Using Paired Comparisons. 5Saaty,Thomas. 1996. Multicriteria Decision Making:The Analytic Hierarchy Process. 19
  • 20. © Mountain Goat Software, LLC Why planning poker works Combining of individual estimates6 through group discussion7 leads to better estimates Emphasizes relative rather than absolute estimating Estimates are constrained to a set of values so we don’t waste time in meaningless arguments Everyone’s opinion is heard It’s quick and fun 6Hoest, Martin, and Claes Wohlin. 1998. An Experimental Study of Individual Subjective Effort Estimations and Combinations of the Estimates. 7Jørgensen, Magne, and Kjetil Moløkken. 2002. Combination of Software Development Effort Prediction Intervals:Why,When and How? 20
  • 21. © Mountain Goat Software, LLC Reduces impact of irrelevant information Given project spec. Group A Given same spec but with estimation-irrelevant details added: end users’ desktop applications user passwords, etc. Group B 39 hours 20 hours Source: How to avoid impact from irrelevant and misleading information on your cost estimates, Magne Jørgensen and Stein Grimstad, Simula Research Laboratory, Simula Research Labs Estimation Seminar, Oslo, Norway 2006. 21
  • 22. © Mountain Goat Software, LLC Given a one-project spec. Group A Given a spec with exactly the same text but was 7 pages long Increased length achieved through double line space wide margins larger font size more space between paragraphs Group B 173 hours 117 hours Source: How to avoid impact from irrelevant and misleading information on your cost estimates, Magne Jørgensen and Stein Grimstad, Simula Research Laboratory, Simula Research Labs Estimation Seminar, Oslo, Norway 2006. 22
  • 23. © Mountain Goat Software, LLC Extra requirements Given requirements R1–R4 Group A Given requirements R1–R5 Group B 4 hours 4 hours Given requirements R1–R5 but told to estimate R1–R4 only Group C 8 hours! Source: How to avoid impact from irrelevant and misleading information on your cost estimates, Magne Jørgensen and Stein Grimstad, Simula Research Laboratory, Simula Research Labs Estimation Seminar, Oslo, Norway 2006. 23
  • 24. © Mountain Goat Software, LLC Reduces likelihood of anchoring Given a product spec Control group 456 hours Given the same product spec Told the customer thinks 500 hours is a reasonable estimate but that The customer knows very little about the implications of his spec on the estimate High anchor group 555 hours Same as high but customer thinks 50 hours Low anchor group 99 hours Source: How to avoid impact from irrelevant and misleading information on your cost estimates, Magne Jørgensen and Stein Grimstad, Simula Research Laboratory, Simula Research Labs Estimation Seminar, Oslo, Norway 2006. 24
  • 25. © Mountain Goat Software, LLC Estimating Release planning Burndown charts Agenda 25
  • 26. © Mountain Goat Software, LLC Release planning To answer questions such as: How much will be done by 30 June? When can we ship with this set of features? How many people or teams should be on this project? Purpose Velocity The length of the project Prioritized product backlog Inputs 26
  • 27. © Mountain Goat Software, LLC Iteration 3-4 An example with velocity=14 Iteration 1 Story A 5 Story B 8 Story E 1 Story C 3 Story D 5 Story F 5 Story G 1 Story H 13 Story I 5 Story J 8 Story A 5 Story B 8 Story E 1 Iteration 2 Story C 3 Story D 5 Story F 5 Story G 1 Story H 13 Story I 5 Story J 8 27
  • 28. © Mountain Goat Software, LLC Updating the release plan 0 10 20 30 40 1 2 3 4 5 6 7 8 9 Iterations Mean (Worst 3) = 28 Mean (Last 8) = 33 Last Observation = 36 Use multiple views of observed velocity 28
  • 29. © Mountain Goat Software, LLC Extrapolate from velocity 29
  • 30. © Mountain Goat Software, LLC Estimating Release planning Burndown charts Agenda 30
  • 31. © Mountain Goat Software, LLC How’s my landscaping coming? 0 20 40 60 80 0900 1000 1100 1200 1300 WheelbarrowLoads Time This is called a burndown chart. 31
  • 32. © Mountain Goat Software, LLC Remember the different levels? I want to... I want to... I want to... I want to... I want to... 3 5 5 2 2 Iteration2Iteration1 “Yesterday I started on the UI; I should of today.” Code the UI 8 6 Code middle tier 12 Write tests 5 Automate tests 4 Product Backlog Iteration Backlog We can track burndown at both levels 32
  • 33. © Mountain Goat Software, LLC An iteration burndown chart 0 200 400 600 800 1,000 4/29/02 5/6/02 5/13/02 5/20/02 5/24/02 Hours 33
  • 34. © Mountain Goat Software, LLC A release burndown chartStoryPoints Iterations 600 450 300 150 0 1 2 3 4 5 Four Lessons Burndown charts: ● Show net progress ● Raise questions; they don’t answer them ● Facilitate early discussions ● Make it impossible to lie 34
  • 35. © Mountain Goat Software, LLC Mike Cohn contact info mike@mountaingoatsoftware.com www.mountaingoatsoftware.com (720) 890-6110 (office) (303) 810-2190 (mobile) 35