identifying an enterprise agile scorecard

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#BBCCon 2015 Las Vegas

Identifying an Enterprise Agile Scorecard

#BBCCon 2015 Las Vegaswww.leadingagile.com

@isaachogue

Isaac HogueLEADINGAGILE Enterprise Transformation Consultant

isaachogue LEADINGAGILE

#BBCCon 2015 Las Vegas

First… some backgroundWhy Agile Works

#BBCCon 2015 Las Vegas

Product Owner

Analyst

TestersDevelopers

ScrumMaster

#BBCCon 2015 Las Vegas

Team

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#BBCCon 2015 Las Vegas

Team

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Clarity

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Clarity Accountability

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Clarity Accountability Measureable Progress

#BBCCon 2015 Las Vegas

Simple enough… what keeps it from working?

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Lack of Clarity

#BBCCon 2015 Las Vegas

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Lack of Clarity

LittleAccountability

#BBCCon 2015 Las Vegas

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Lack of Clarity

LittleAccountability

Can’tMeasure Progress

#BBCCon 2015 Las Vegas

What Gets In The Way?

#BBCCon 2015 Las Vegas

Team

Matrixed Organizations

Limited Access to Subject Matter

Expertise

Non-instantly Available Resources

Too Much Work In Process

Low Cohesion & Tight Coupling

Shared Requirements Between Teams

Technical Debt & Defects

Large Products with Diverse Technology

#BBCCon 2015 Las Vegas

How do we solve for these?

#BBCCon 2015 Las Vegas

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Lack of Clarity

LittleAccountability

Can’tMeasure Progress

#BBCCon 2015 Las Vegas

Team

Database

Report

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User Story

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LittleAccountability

Can’tMeasure Progress

Structure

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Structure Governance Can’tMeasure Progress

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Governance Metrics Structure

#BBCCon 2015 Las Vegas

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Structure Governance Metrics

Establish clarity through an intentional value delivery

structure

#BBCCon 2015 Las Vegas

TeamServices Teams – These teams support common services across product lines. These teams support the needs of the product teams.

#BBCCon 2015 Las Vegas

Team

TeamDelivery Teams – These teams integrate services and write customer facing features. This is the proto-typical Scrum team.

Services Teams – These teams support common services across product lines. These teams support the needs of the product teams.

#BBCCon 2015 Las Vegas

Team

Team

TeamProduct Owner Teams – These teams define requirements, set technical direction, and provide context and coordination.

Delivery Teams – These teams integrate services and write customer facing features. This is the proto-typical Scrum team.

Services Teams – These teams support common services across product lines. These teams support the needs of the product teams.

#BBCCon 2015 Las Vegas

Team

Team

Team

TeamPortfolio Teams – These teams govern the portfolio and make sure that work is moving through the system.

Product Owner Teams – These teams define requirements, set technical direction, and provide context and coordination.

Delivery Teams – These teams integrate services and write customer facing features. This is the proto-typical Scrum team.

Services Teams – These teams support common services across product lines. These teams support the needs of the product teams.

#BBCCon 2015 Las Vegas

Team

Team

Team Team

Team

Team

Team Team Team Team

Product & ServicesTeams:Stories

ProgramTeams:Features

TeamPortfolioTeams:Epics

#BBCCon 2015 Las Vegas

Team

Database

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Structure Governance Metrics

… Next, establish Accountability by governing demand with

Kanban and Scrum

#BBCCon 2015 Las Vegas

Team

Team

Team Team

Team

Team

Team Team Team Team

Product & ServicesTeams:Stories

ProgramTeams:Features

Scrum

TeamPortfolioTeams:Epics

#BBCCon 2015 Las Vegas

Team

Team

Team Team

Team

Team

Team Team Team Team

Product & ServicesTeams:Stories

ProgramTeams:Features

Scrum

Kanban

TeamPortfolioTeams:Epics

#BBCCon 2015 Las Vegas

Team

Team

Team Team

Team

Team

Team Team Team Team

Product & ServicesTeams:Stories

ProgramTeams:Features

Scrum

Kanban

TeamPortfolioTeams:Epics

Kanban

#BBCCon 2015 Las Vegas

The Work is Progressively Elaborated by the Value

Delivery Structure

#BBCCon 2015 Las Vegas

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Structure Governance Metrics

… then, establish Measurable Progress by focusing on the Business Driver with metrics

#BBCCon 2015 Las Vegas

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Structure Governance Metrics

… And this has been a journey

#BBCCon 2015 Las Vegas

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Org. Enablement

Define the Product

Plan & Coordinate

Deliver the

Solution

Continuous Improvement

#BBCCon 2015 Las Vegas

Rank a team’s agility adoption on a scale of 1 – 5 over time

#BBCCon 2015 Las Vegas

Rank a team’s agility adoption on a scale of 1 – 5 over time

#BBCCon 2015 Las Vegas

Team

Database

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Org. Enablement

Define the Product

Plan & Coordinate

Deliver the

Solution

Continuous Improvement

Cool charts... but, are we succeeding?

#BBCCon 2015 Las Vegas

Team

Database

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Structure Governance Metrics

It’s impossible to know…What’s the context?

#BBCCon 2015 Las Vegas

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Structure Governance Metrics

… why agile… ... what will it take …

#BBCCon 2015 Las Vegas

Team

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Structure Governance Metrics

… why agile… ... what will it take …

#BBCCon 2015 Las Vegas

Team

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Structure Governance Metrics

Typically the answer is something similar to:

“We want Early ROI, Quality & Predictability”

#BBCCon 2015 Las Vegas

Team

Database

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User Story

User Story

User Story

User Story

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Structure Governance Metrics

… why agile …… what will it take...

#BBCCon 2015 Las Vegas

Team

Database

Report

Screen

User Story

User Story

User Story

User Story

User Story

User Story

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Structure Governance Metrics

Typical Business Drivers1. Deliver Early ROI2. Quality, and3. Predictability

#BBCCon 2015 Las Vegas

Typical Business DriversStrategic Objectives for each:

1. Deliver Early ROI2. Quality, and3. Predictability

#BBCCon 2015 Las Vegas

Strategic Objectives for each:

1. Deliver Early ROI by:2. Quality, and3. Predictability

#BBCCon 2015 Las Vegas

Strategic Objectives for each:

1. Deliver Early ROI by:– Succeeding or failing fast– Delivering the highest value features first– Streamlining the delivery process

2. Quality, and3. Predictability

#BBCCon 2015 Las Vegas

Strategic Objectives for each:

1. Deliver Early ROI by:– Succeeding or failing fast– Delivering the highest value features first– Streamlining the delivery process

2. Quality by:3. Predictability

#BBCCon 2015 Las Vegas

Strategic Objectives for each:

1. Deliver Early ROI by:– Succeeding or failing fast– Delivering the highest value features first– Streamlining the delivery process

2. Quality by:– Delivering frequent, high quality releases

3. Predictability

#BBCCon 2015 Las Vegas

Strategic Objectives for each:

1. Deliver Early ROI by:– Succeeding or failing fast– Delivering the highest value features first– Streamlining the delivery process

2. Quality by:– Delivering frequent, high quality releases

3. Predictability by:

#BBCCon 2015 Las Vegas

Strategic Objectives for each:

1. Deliver Early ROI by:– Succeeding or failing fast– Delivering the highest value features first– Streamlining the delivery process

2. Quality by:– Delivering frequent, high quality releases

3. Predictability by:– Creating Stable Teams– Making Smaller Commitments

#BBCCon 2015 Las Vegas

Are there Correlations between these?

1. Deliver Early ROI by:– Succeeding or failing fast– Delivering the highest value features first– Streamlining the delivery process

2. Quality by:– Delivering frequent, high quality releases

3. Predictability by:– Creating Stable Teams– Making Smaller Commitments

#BBCCon 2015 Las Vegas

Are there Correlations between these?

1. Deliver Early ROI by:– Succeeding or failing fast– Delivering the highest value features first– Streamlining the delivery process

2. Quality by:– Delivering frequent, high quality releases

3. Predictability by:– Creating Stable Teams– Making Smaller Commitments

#BBCCon 2015 Las Vegas

Are there Correlations between these?

1. Deliver by:– Succeeding or failing fast– Delivering the highest value features first– Streamlining the delivery process

2. by:– Delivering frequent, high quality releases

3. by:– Creating Stable Teams– Making Smaller Commitments

Predictability

Early ROI

Quality

#BBCCon 2015 Las Vegas

Are there Correlations between these?

1. Deliver by:– – Delivering the highest value features first– Streamlining the delivery process

2. by:– Delivering frequent, high quality releases

3. by:– Creating Stable Teams– Making Smaller Commitments

Predictability

Early ROI

Quality

Succeeding or Failing Fast

#BBCCon 2015 Las Vegas

Are there Correlations between these?

1. Deliver by:– – – Streamlining the delivery process

2. by:– Delivering frequent, high quality releases

3. by:– Creating Stable Teams– Making Smaller Commitments

Predictability

Early ROI

Quality

Succeeding or Failing Fast

Deliver High Value Features First

#BBCCon 2015 Las Vegas

Are there Correlations between these?

1. Deliver by:– – –

2. by:– Delivering frequent, high quality releases

3. by:– Creating Stable Teams– Making Smaller Commitments

Predictability

Early ROI

Quality

Succeeding or Failing Fast

Deliver High Value Features First

Streamlining the process

#BBCCon 2015 Las Vegas

Are there Correlations between these?

1. Deliver by:– – –

2. by:–

3. by:– Creating Stable Teams– Making Smaller Commitments

Predictability

Early ROI

Quality

Succeeding or Failing Fast

Deliver High Value Features First

Streamlining the process

Delivering frequent high quality releases

#BBCCon 2015 Las Vegas

Are there Correlations between these?

1. Deliver by:– – –

2. by:–

3. by:– – Making Smaller Commitments

Predictability

Early ROI

Quality

Succeeding or Failing Fast

Deliver High Value Features First

Streamlining the process

Delivering frequent high quality releases

Stable teams

#BBCCon 2015 Las Vegas

Are there Correlations between these?

1. Deliver by:– – –

2. by:–

3. by:– –

Predictability

Early ROI

Quality

Succeeding or Failing Fast

Deliver High Value Features First

Streamlining the process

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

Are there Correlations between these?

Predictability

Early ROI

Quality

Succeeding or Failing Fast

Deliver High Value Features First

Streamlining the process

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

Are there Correlations between these?

PredictabilityEarly ROI Quality

Succeeding or Failing Fast

Deliver High Value Features First

Streamlining the process

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

Are there Correlations between these?

PredictabilityEarly ROI Quality

Succeeding or Failing Fast

Deliver High Value Features First

Streamlining the process

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

Are there Correlations between these?

PredictabilityEarly ROI Quality

Succeeding or Failing Fast

Deliver High Value Features First

Streamlining the process

Delivering frequent high quality releases

Smaller commitments

Stable teams

#BBCCon 2015 Las Vegas

Are there Correlations between these?

Predictability

Early ROI

QualitySucceeding or Failing Fast

Deliver High Value Features First

Streamlining the process

Delivering frequent high quality releases

Smaller commitments

Stable teams

#BBCCon 2015 Las Vegas

These are correlated…

Predictability

Early ROI

QualitySucceeding or

Failing Fast

Deliver High Value Features First

Streamlining the process

Delivering frequent high quality releases

Smaller commitments

Stable teams

#BBCCon 2015 Las Vegas

These are correlated… and we can start to see groupings

Predictability

Early ROI

QualitySucceeding or Failing Fast

Deliver High Value Features First

Streamlining the processes

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

These are correlated… and we can start to see groupings

Financial

Predictability

Early ROI

QualitySucceeding or Failing Fast

Deliver High Value Features First

Streamlining the processes

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

These are correlated… and we can start to see groupings

Customer

Financial

Predictability

Early ROI

QualitySucceeding or Failing Fast

Deliver High Value Features First

Streamlining the processes

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

These are correlated… and we can start to see groupings

Customer

Ops & Processes(Plan, Coordinate & Deliver)

Financial

Predictability

Early ROI

QualitySucceeding or Failing Fast

Deliver High Value Features First

Streamlining the processes

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

These are correlated… and we can start to see groupings

Customer

Ops & Processes(Plan, Coordinate & Deliver)

Org Enablement

Financial

Predictability

Early ROI

QualitySucceeding or Failing Fast

Deliver High Value Features First

Streamlining the processes

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

So… org enablement objectives will impact ops & process objectives which will in turn impact customer objectives

Customer

Ops & Processes(Plan, Coordinate & Deliver)

Org Enablement

Financial

Predictability

Early ROI

QualitySucceeding or Failing Fast

Deliver High Value Features First

Streamlining the processes

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

Team

Database

Report

Screen

User Story

User Story

User Story

User Story

User Story

User Story

User Story

Structure Governance Metrics

… In answering the question “what will it take” it becomes clear that it takes intentionality

around the objectives

#BBCCon 2015 Las Vegas

Team

Database

Report

Screen

User Story

User Story

User Story

User Story

User Story

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Structure Governance Metrics

… the objectives will need to be realized through iterative and

incremental organizational improvement

#BBCCon 2015 Las Vegas

Team

Database

Report

Screen

User Story

User Story

User Story

User Story

User Story

User Story

User Story

Structure Governance Metrics

But... Are we succeeding???

#BBCCon 2015 Las Vegas

Team

Database

Report

Screen

User Story

User Story

User Story

User Story

User Story

User Story

User Story

Structure Governance Metrics

We need specific measures …

#BBCCon 2015 Las Vegas

Strategic ObjectivesSpecific Measures for each:

1. Deliver Early ROI by:– Succeeding or failing fast– Delivering the highest value features first– Streamlining the delivery process

2. Quality by:– Delivering frequent, high quality releases

3. Predictability by:– Creating Stable Teams– Making Smaller Commitments

#BBCCon 2015 Las Vegas

Identify Specific Measures

1. Deliver Early ROI by:– Time to Market– Delivering the highest value features first– Streamlining the delivery process

2. Quality by:– Delivering frequent, high quality releases

3. Predictability by:– Creating Stable Teams– Making Smaller Commitments

#BBCCon 2015 Las Vegas

Identify Specific Measures

1. Deliver Early ROI by:– Time to Market– Value Delivery Performance– Streamlining the delivery process

2. Quality by:– Delivering frequent, high quality releases

3. Predictability by:– Creating Stable Teams– Making Smaller Commitments

#BBCCon 2015 Las Vegas

Identify Specific Measures

1. Deliver Early ROI by:– Time to Market– Value Delivery Performance– Process Efficiency

2. Quality by:– Delivering frequent, high quality releases

3. Predictability by:– Creating Stable Teams– Making Smaller Commitments

#BBCCon 2015 Las Vegas

Identify Specific Measures

1. Deliver Early ROI by:– Time to Market– Value Delivery Performance– Process Efficiency

2. Quality by:– Delivery Cycle Time

3. Predictability by:– Creating Stable Teams– Making Smaller Commitments

#BBCCon 2015 Las Vegas

Identify Specific Measures

1. Deliver Early ROI by:– Time to Market– Value Delivery Performance– Process Efficiency

2. Quality by:– Delivery Cycle Time

3. Predictability by:– Capacity Performance– Making Smaller Commitments

#BBCCon 2015 Las Vegas

Identify Specific Measures

1. Deliver Early ROI by:– Time to Market– Value Delivery Performance– Process Efficiency

2. Quality by:– Delivery Cycle Time

3. Predictability by:– Capacity Performance– Commitment Performance

#BBCCon 2015 Las Vegas

Specific Measures

1. Deliver Early ROI by:– Time to Market (Succeeding or failing fast)

– Value Delivery Performance (Delivering highest value features first)

– Process Efficiency (Streamlining the process)

2. Quality by:– Delivery Cycle Time (Frequent high-quality releases)

3. Predictability by:– Capacity Performance (Stable teams)

– Commitment Performance (Smaller commitments)

#BBCCon 2015 Las Vegas

Create a scorecard for the transformation

Strategic Measures Score/Rating

Time to Market

Value Delivery Performance

Delivery Cycle Time

Process Efficiency

Capacity Performance

Commitment Performance

#BBCCon 2015 Las Vegas

Team

Database

Report

Screen

User Story

User Story

User Story

User Story

User Story

User Story

User Story

Structure Governance Metrics

We now have the context to answer the question…Are we succeeding?

#BBCCon 2015 Las Vegas

Team

Database

Report

Screen

User Story

User Story

User Story

User Story

User Story

User Story

User Story

Structure Governance Metrics

… by focusing on the Business Driver and it’s Strategic

Objectives…

#BBCCon 2015 Las Vegas

Team

Database

Report

Screen

User Story

User Story

User Story

User Story

User Story

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User Story

Structure Governance Metrics

… we now have specific measures to know if we are

succeeding!

#BBCCon 2015 Las Vegas

… and we understand that objectives will be accomplished through iterative and

incremental organizational improvement

Customer

Ops & Processes(Plan, Coordinate & Deliver)

Org Enablement

Financial

Predictability

Early ROI

QualitySucceeding or Failing Fast

Deliver High Value Features First

Streamlining the processes

Delivering frequent high quality releases

Stable teams

Smaller commitments

#BBCCon 2015 Las Vegas

Let’s adjust the scorecard to allow for incremental and iterative changes…

Strategic Measures Score/Rating

Time to Market

Value Delivery Performance

Delivery Cycle Time

Process Efficiency

Capacity Performance

Commitment Performance

#BBCCon 2015 Las Vegas

Modify scorecard to maintain context around both near term incremental and iterative changes and long term

Key Objectives for Current Changes Rating

Strategic measurements for Enterprise Agile Success Rating

Time to Market

Value Delivery Performance

Delivery Cycle Time

Process Efficiency

Capacity Performance

Commitment Performance

#BBCCon 2015 Las Vegas

Team

Database

Report

Screen

User Story

User Story

User Story

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Structure Governance Metrics

So… the scorecard provides meaningful metrics that ensure measurable progress towards

the transformation’s goal

#BBCCon 2015 Las Vegas

#BBCCon 2015 Las Vegas

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