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Why Software Projects
                   Need Heroes

           James Bach, SQA Consultant
            http://www.satisfice.com
                    540-631-0600

            With heroic assistance from Norm Kerth
                 72073.3222@compuserve.com




                 Why this Seminar?

u   Goal
    4Show you how it is possible for you, personally, to
     change your software project, department, or
     company into a higher performance organization.
u   Strategy
    4Provide a human-centered framework for
     software project management.
    4Provide a personal framework for solving
     systemic problems in software projects.
Roadmap

1.    Chronic software project problems
2.    Software process dynamics
3.    Heroism in software projects
4.    Quality assurance as a heroic pursuit
5.    Traditional vs. heroic project models
6.    Achieving a heroic environment
7.    Being a healthy hero




               Chronic Problems of
           Software Project Management

u    Uncontrolled feature set
u    Undesireable feature set
u    Uncontrolled schedule         Here are just
                                     a few...
u    Uncontrolled costs
u    Poor documentation
u    Overall lack of communication
u    Uncontrolled risk
One Solution


                 Better software process!


         Preferred by:
            4Most consultants
            4TQM advocates
            4SEI’s Capability Maturity Model
            4ISO 9000




           Why Defined Processes
            are Not the Answer




People




                                          Process
Defined Process Vs.
                           Good Process

u   Process:
         pattern of problem-solving behavior


u   Defined process:
         standard pattern to solve
         a standard problem


                A good process is one that solves
                      the right problems.




                      Mechanical vs. Creative
                            Process

     u   Mechanical                       u   Creative
         4 All important steps defined.       4 Important steps undefined.
         4 All problems solved                4 Many problems must be solved
           beforehand.                          by the practitioner.
         4 No ambiguity.                      4 Considerable ambiguity.
         4 No judgment required.              4 Judgment required.
         4 Predictable output.                4 Situational output.
         4 Static and brittle.                4 Dynamic and flexible.
         4 Can be performed by an             4 Requires skilled practitioner.
           unskilled person.
There are No
                                    Software Factories


                    Software development
                is invention, not production.



                                           =



                                   In Software Projects
                                  Most Process is Creative

              cal
    h   ani
Mec
                    Specificity




                                            Undefinable
                                              Process



                e
         ativ                               Scope
   Cre
                    Loc
                             al                                    bal
                                                             Glo
Dynamic Process


     A dynamic process is one that changes
          to fit the problem at hand.


      A good dynamic process comes from
          having a good meta-process,
       and someone who will perform it.




         Example of Dynamic Process

                            Business



Customer Satisfaction                       Product Development



                        Quality Assurance




                             Testing
Dynamic Process Cycle
                          actual      percieved



                             The World
                                                    Scientist
         Craftsman

                               Aspects
                                 of
actual                         Process
                 Plans                            Models             ideal

                              Engineer
                                                            actual
         ideal




                         Process Integration


                                   Process



Problem
                               Processor                        Solution
Problems with
             Unintegrated Processes

u   Mistakes and misunderstandings
u   Feelings of incompetence
u   General inefficiency
u   Obscures true process
u   Obscures true problems (goal displacement)
u   Inflexibility




                 Problems with
           Highly Integrated Processes

u   Harder to transfer the process
u   Harder to share the process
u   Harder to debug the process
u   Identity becomes confused with the process
Dangers of
                     Process Definition


                       Unintegrated           Integrated
     Bad                  Official   2. Assimilation
     Process              process                  3. Adjustment
     Good                                          Useful
                              1. Definition
     Process                                       process



Process definition often leads to official processes that may be
  politically correct, but are also incomplete, idealistic, and
      unfamiliar to the people who must practice them.




                      IBM in the 80’s


               Process-Performing

           Process                              Tools



                            People

      See Big Blues: The Unmaking of IBM, by Paul Carroll
Microsoft in the 80’s


          Problem-Solving
                       People
               Skill & Collaboration


     Process                            Tools

       See Showstopper, by F. Pascal Zachary




      Who Processes the Processes?




                  Heroes!


 "A hero is someone who, for the general good,
takes initiative to solve ambiguous problems."
Other Views of Heroes

u   A hero is someone endowed with great courage or
    strength, celebrated for bold exploits, and favored by
    the gods.
u   A hero is a vain, unreliable hacker.
u   A hero is a normal person who does extraordinary
    things.
u   A hero is someone who finds a way.
u   A hero is someone who goes beyond their
    programming.




              Why Talk About Heroes?


                       For one thing,
       there is so much innovation in any software
          project that we are forced to confront
                    the human element.




                    Besides,
                 You are a hero.
The Hero’s Journey

      The Known World                      The Unknown

                              Separation

           Hard
          Problem                              Initiation
          Solution

                                Return




      See: The Hero With A Thousand Faces, by Joseph Campbell




                     Pathologies of Heroism

       Unecessary heroism                      Escapism

Thoughtless solution                             Overcommitment
                              Separation
                                                               Burnout
           Hard
          Problem                              Initiation
          Solution           No solution
                                Return                      Perfectionism
   New problems
                                                    Idealism
     created
                     Unfinished solution     Elitism
What is Quality?

u   Aesthetic view
       Quality is emergent excellence.
u   Manufacturing view
       Quality is conformance to requirements.
u   Customer view
       Quality is whatever the customer says it is.
u   Utilitarian view
       Quality is happy consequences.




                          Utilitarian Quality
                               Problems
                             observed in the
                               product.


                      +                           -
                               Utilitarian
    Problems                                           Products
    (perceived risk
                )                 SQA                 (perceived quality)
                              (risk assessment)


                      -                           +

                            Quality observed
                             in the product.
Utilitarian Quality Measurement
                      is Heroic


1. Objective measurement of quality is impossible.

2. Many quality factors can be objectively
   measured, but comprehensive assessment
   of those factors in software is not feasible.

3. Many other quality factors are situational
   or subjective.

4. Therefore, quality assessment is subjective.




               Bug Review Meeting:
              Heroic Quality Consensus

 u   Formal meeting of project leaders
 u   Purpose
     4Change control
     4Quality consensus
 u   Agenda
     4Review all high priority bugs
     4Determine which ones must be fixed
     4Revisit those decisions, later on
 u   Method
     4Discussion until consensus
Task/Products Paradigm


                            Management




  Tasks                           Problems                       Products



In complex projects, tasks explode and problems distract.




                    Traditional Project Cycle

   Defects
                  Test
Requirements                                          Oriented around
 Definition                  Defects
                                                     tasks and products.

   Requirements                        Test
   Document
                         Design                 Defects


                                                          Test
                            Design
                            Document          Code
                                                                 Defects


                                                Program
                                                                      System
                                                                       Test
Adaptive Project Cycle


                                 Customers
                 New                                               New
              or changed                                        or changed
               problems                                           product

  Problems                                                                    Products
                                          Staff



                                          Time

                           Processes                Materials


                                       Project




             Adaptive Project Paradigm


              Values &                            Roles, Tasks &
             Commitment                               Goals



                                       Project
 Problems                              Team                                  Products

               Talent &                            Facilities &
                 Skill                              Support

In complex projects, tasks are pruned and problems solved.
Achieving
                        a Heroic Environment

      Factor               Symptoms                        Solutions
       Teamwork Lack of communication          Face conflicts and resolve them
                      Defensiveness & escapism Forge a team identity
    Roles, Tasks,     Poor quality             Seek clear and relevant mission
         & Goals      No sense of progress     Align roles with talent & skills
                      No improvement           Encourage creative exploration
     Skill & Talent   Sloppiness               Train & mentor
                      Missed deadlines         Align goals w/ abilities
        Values &      Sloppiness               Look for hidden agendas
     Commitment       Missed deadlines         Seek active commitment
      Facilities &    Frustration & cynicism     Gain management attention
         Support      Lack of commitment         Spend money
       Problem &      Project gridlock           Maintain issues list
         Product      Features out of control    Maintain evolving feature list
        Tracking      Schedule slippage          Maintain evolving schedule




                      Being a Professional Hero

u   Serve your team
u   Be visible
u   Master your craft                                  Some of these
u   Grow colleagues                                 ideas were inspired
                                                      by the work of
u   Take the initiative                                Norm Kerth
u   Be respectful in dissent
u   Honor diversity
u   Use win-win tactics
u   Take care of your health

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Why software projects_need_heroes

  • 1. Why Software Projects Need Heroes James Bach, SQA Consultant http://www.satisfice.com 540-631-0600 With heroic assistance from Norm Kerth 72073.3222@compuserve.com Why this Seminar? u Goal 4Show you how it is possible for you, personally, to change your software project, department, or company into a higher performance organization. u Strategy 4Provide a human-centered framework for software project management. 4Provide a personal framework for solving systemic problems in software projects.
  • 2. Roadmap 1. Chronic software project problems 2. Software process dynamics 3. Heroism in software projects 4. Quality assurance as a heroic pursuit 5. Traditional vs. heroic project models 6. Achieving a heroic environment 7. Being a healthy hero Chronic Problems of Software Project Management u Uncontrolled feature set u Undesireable feature set u Uncontrolled schedule Here are just a few... u Uncontrolled costs u Poor documentation u Overall lack of communication u Uncontrolled risk
  • 3. One Solution Better software process! Preferred by: 4Most consultants 4TQM advocates 4SEI’s Capability Maturity Model 4ISO 9000 Why Defined Processes are Not the Answer People Process
  • 4. Defined Process Vs. Good Process u Process: pattern of problem-solving behavior u Defined process: standard pattern to solve a standard problem A good process is one that solves the right problems. Mechanical vs. Creative Process u Mechanical u Creative 4 All important steps defined. 4 Important steps undefined. 4 All problems solved 4 Many problems must be solved beforehand. by the practitioner. 4 No ambiguity. 4 Considerable ambiguity. 4 No judgment required. 4 Judgment required. 4 Predictable output. 4 Situational output. 4 Static and brittle. 4 Dynamic and flexible. 4 Can be performed by an 4 Requires skilled practitioner. unskilled person.
  • 5. There are No Software Factories Software development is invention, not production. = In Software Projects Most Process is Creative cal h ani Mec Specificity Undefinable Process e ativ Scope Cre Loc al bal Glo
  • 6. Dynamic Process A dynamic process is one that changes to fit the problem at hand. A good dynamic process comes from having a good meta-process, and someone who will perform it. Example of Dynamic Process Business Customer Satisfaction Product Development Quality Assurance Testing
  • 7. Dynamic Process Cycle actual percieved The World Scientist Craftsman Aspects of actual Process Plans Models ideal Engineer actual ideal Process Integration Process Problem Processor Solution
  • 8. Problems with Unintegrated Processes u Mistakes and misunderstandings u Feelings of incompetence u General inefficiency u Obscures true process u Obscures true problems (goal displacement) u Inflexibility Problems with Highly Integrated Processes u Harder to transfer the process u Harder to share the process u Harder to debug the process u Identity becomes confused with the process
  • 9. Dangers of Process Definition Unintegrated Integrated Bad Official 2. Assimilation Process process 3. Adjustment Good Useful 1. Definition Process process Process definition often leads to official processes that may be politically correct, but are also incomplete, idealistic, and unfamiliar to the people who must practice them. IBM in the 80’s Process-Performing Process Tools People See Big Blues: The Unmaking of IBM, by Paul Carroll
  • 10. Microsoft in the 80’s Problem-Solving People Skill & Collaboration Process Tools See Showstopper, by F. Pascal Zachary Who Processes the Processes? Heroes! "A hero is someone who, for the general good, takes initiative to solve ambiguous problems."
  • 11. Other Views of Heroes u A hero is someone endowed with great courage or strength, celebrated for bold exploits, and favored by the gods. u A hero is a vain, unreliable hacker. u A hero is a normal person who does extraordinary things. u A hero is someone who finds a way. u A hero is someone who goes beyond their programming. Why Talk About Heroes? For one thing, there is so much innovation in any software project that we are forced to confront the human element. Besides, You are a hero.
  • 12. The Hero’s Journey The Known World The Unknown Separation Hard Problem Initiation Solution Return See: The Hero With A Thousand Faces, by Joseph Campbell Pathologies of Heroism Unecessary heroism Escapism Thoughtless solution Overcommitment Separation Burnout Hard Problem Initiation Solution No solution Return Perfectionism New problems Idealism created Unfinished solution Elitism
  • 13. What is Quality? u Aesthetic view Quality is emergent excellence. u Manufacturing view Quality is conformance to requirements. u Customer view Quality is whatever the customer says it is. u Utilitarian view Quality is happy consequences. Utilitarian Quality Problems observed in the product. + - Utilitarian Problems Products (perceived risk ) SQA (perceived quality) (risk assessment) - + Quality observed in the product.
  • 14. Utilitarian Quality Measurement is Heroic 1. Objective measurement of quality is impossible. 2. Many quality factors can be objectively measured, but comprehensive assessment of those factors in software is not feasible. 3. Many other quality factors are situational or subjective. 4. Therefore, quality assessment is subjective. Bug Review Meeting: Heroic Quality Consensus u Formal meeting of project leaders u Purpose 4Change control 4Quality consensus u Agenda 4Review all high priority bugs 4Determine which ones must be fixed 4Revisit those decisions, later on u Method 4Discussion until consensus
  • 15. Task/Products Paradigm Management Tasks Problems Products In complex projects, tasks explode and problems distract. Traditional Project Cycle Defects Test Requirements Oriented around Definition Defects tasks and products. Requirements Test Document Design Defects Test Design Document Code Defects Program System Test
  • 16. Adaptive Project Cycle Customers New New or changed or changed problems product Problems Products Staff Time Processes Materials Project Adaptive Project Paradigm Values & Roles, Tasks & Commitment Goals Project Problems Team Products Talent & Facilities & Skill Support In complex projects, tasks are pruned and problems solved.
  • 17. Achieving a Heroic Environment Factor Symptoms Solutions Teamwork Lack of communication Face conflicts and resolve them Defensiveness & escapism Forge a team identity Roles, Tasks, Poor quality Seek clear and relevant mission & Goals No sense of progress Align roles with talent & skills No improvement Encourage creative exploration Skill & Talent Sloppiness Train & mentor Missed deadlines Align goals w/ abilities Values & Sloppiness Look for hidden agendas Commitment Missed deadlines Seek active commitment Facilities & Frustration & cynicism Gain management attention Support Lack of commitment Spend money Problem & Project gridlock Maintain issues list Product Features out of control Maintain evolving feature list Tracking Schedule slippage Maintain evolving schedule Being a Professional Hero u Serve your team u Be visible u Master your craft Some of these u Grow colleagues ideas were inspired by the work of u Take the initiative Norm Kerth u Be respectful in dissent u Honor diversity u Use win-win tactics u Take care of your health