portfolio visualization and prioritization for business...
TRANSCRIPT
Portfolio Visualization and Prioritization For Business Agility - Workshop
It’s the People not the Tool
This is a workshop and we want to reserve the time for your work.
Use the Law of Two Feet.
Agenda
• About Us
• A quick view of some Visual Management Systems (Printed copies are at your table)
• Working session (You will Build a VMS)
• Workshop readout
Bob Payne
@AgileToolkit
About Us
George Dinwiddie
@gdinwiddie
The Ball Game
Workers Need Direct Access to Information
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An Established & Proven Pattern
T.I.P. Token – Visual Representation of Something that is Important, Visible from a Distance
Inscription – What is written or represented on those tokens, Greater Detail
Placement – How the tokes relate to each other or to the whole, Create the Space that has Information
Team Level
Backlog Refinement
Nursery
Preschool
Nearly Ready
Stories being researched and prepared for the upcoming iterations.
Three Amigos discussions happen here.
Also, technical and process improvements that have been identified and can be worked when product work is blocked or done.
Nearly Ready
ß Stories being researched and prepared for the upcoming iterations
Three Amigos discussions happen here à
Current Iteration
You may find that 3 columns Ready - In Process - Done
Is sufficient
Product Discovery Ideas Prioritized To Do Doing Done
Another way of showing the current iteration
Tasks on yellow stickies
Box on sticky filled in to indicate how far along the work has been done
Red card for blocker
Stories at the top
Conversations at the Wall
Multiple Release Burn-Up
A lot of information in a clear format
Niko-Niko Calendar
Cumulative Flow Diagram
Progress
List of other activities competing
for attention
Outcomes, Key Performance Indicators
0 2 4 6 8
10 12 14 16 18
9 10 11 12 13 14 15 16 17 18 19 20 21 Week number
Conversions (1000s) Customer Service Calls
New Team Members
Program Level
Visualize Project Traffic
Use visual boards to track projects Note where projects are in the process And how long they have been there If projects are not flowing through to done regularly then you probably have a system problem (not a team problem!)
Each card is a project
Q: Do you have too many efforts going on?
Whittling It Down We asked one team to write down all of the current efforts underway
12 simultaneous projects for a 10-person team!
Senior managers weren’t aware that this team was spending time on all of these items
Score the efforts on several factors:
T-Shirt Size (S,M,L)
Biz Value ($, $$, $$$) Agreed to put all focus on smaller efforts of high business value first and deprioritize everything else
Portfolio Alignment Wall
Release Plan
Release Plan / Story Map
Visualize Team Metrics and Health
Use visual boards to track Metrics Note where projects are in the process Encourage “RED” Teams live in an Environment not in Isolation Resolve problems quickly
Q: Do you have too many efforts going on?
Visualize Management Work
Use visual boards to track Management Work Teams know where the support is coming from Managers concentrate on Valuable work
Q: Do you have too many efforts going on?
Enterprise Level
• Each sector is a different business area
• Concentric circles represent time
• Managers put their approximate project timing needs on the board
• The center circles represent what’s going on right now
• Use it to drive hard discussions
• If you keep saying ‘Yes’ to everything, you have a work-intake problem, not a PM problem!
Work Intake “We have 12 more efforts scheduled to start next month” But we aren’t finished with what is going on right now What are we going to do?
Go to the Gemba
Visualize Releases
Use visual boards to track Releases Allows for rapid replanning Teams can spot dependencies
Q: Do you have too many efforts going on?
Workshop
• Pick a problem to work on for your table and Write It Down
• Does the data need to be managed/seen at Team, Portfolio, Enterprise Level
• Prototype a VMS to represent the data (Several if you wish)
• Brainstorm the people processes around the VMS
• Post your Results on the Big Wall
Bob Payne • Change Agent
• Experience: 25 years industry, 17+ years of Agile/Lean
• Specialties: Agile, Lean, Innovation
• Practitioner, consultant, trainer, author, speaker and community organizer
• AgileDC is October 16th this year!
@AgileToolkit
Q&A
George Dinwiddie • Coach and Trusted Advisor
• All levels, Code to Executive
• Experience: 35+ years industry, 17 years of Agile/Lean
• Focused on Effective Software Development, Collaboration
@gdinwiddie
Links to Resources
Live Stream of the Talk https://www.pscp.tv/w/1ZkKzOlAEQZGv
Making the Case for Visualization https://hbr.org/2016/06/visualizations-that-really-work
Information Visualization for Agile Software Development http://ieeexplore.ieee.org/abstract/document/6980227/?reload=true
Managing trade-offs between conflicting goals through a portfolio visualization process http://archives.datapages.com/data/bulletns/2008/10oct/BLTN08068/BLTN08068.htm?doi=10.1306%2F06040808068
https://www.comindware.com/blog/thought-leadership/what-is-visual-workflow-management-and-how-can-it-help-your-business/
Tips on How to Start
http://txm.com.au/blog/five-tips-designing-effective-team-visual-management-board
https://www.comindware.com/blog/thought-leadership/how-workflow-simulation-can-benefit-your-business/
http://www.leankor.com/what-departments-can-use-kanban-boards/
Workshop Results
