MAKING BUSINESS AGILE Andrew Kallman, MBA, PMP, CSP 21 March 2013 NYC Scrum Users Group AGILE PROGRAM MANAGEMENT USING THE UNIFIED VISION FRAMEWORK

GOALS & OBJECTIVES Demonstrate how to increase program and portfolio management results and make any methodology, especially Scrum, more agile by using the Unified Vision Framework, including: – Vision – 4D Model – 4R Model – Agile Program Governance Copyright © Unified Vision Group all rights reserved 2

The Scrum Framework (Scrum Alliance) Source:

All there is to Scrum, mostly… Scrum is a specific type of Agile we use for software development Three artifacts Product Backlog Sprint Backlog Potentially shippable incremental Product, Service or Result Four Activities Sprint Planning Meeting (Beginning of Sprint) Daily Scrum Sprint Demo (End of Sprint) Sprint Retrospective (End of Sprint) Three roles Scrum Team Scrum Master Product Owner In Scrum, there is no “traditional” PM role

SCRUM / AGILE’S GROWTH Copyright © Unified Vision Group all rights reserved 5 Source: VersionOne’s 7 th Annual State of Agile Development

SCRUM / AGILE’S GROWTH – Scrum (54%) used since 1993, Nonaka & Takeuchi Including Scrum/XP Hybrid and Scrumban – Scrum XP Hybrid (11%) Extreme Programming – XP (2%) – Scrumban (7%) – Kanban (4%) – Custom Hybrid (9%) – Don’t know (4%) – FDD (2%) – Lean (2%) – Other (2%) – AUP, Agile Modeling, DSDM Atern (1% each) Copyright © Unified Vision Group all rights reserved 6 74% Source: VersionOne’s 7 th Annual State of Agile Development

VISION “Amazon is willing to plant seeds and let them grow. We’re stubborn on Vision and flexible on details.”  Jeff Bezos (Amazon.com) in Wired, , pg 244 “ Simplicity is the ultimate sophistication.”  Steve Jobs (Apple) in Wired, , pg 233 “ Simple is not easy !”  The PMO Brothers Copyright © Unified Vision Group all rights reserved 7

VSPTVSPT 8

Vision Strategy Projects Tasks Copyright © Unified Vision Group all rights reserved 9

Vision Exercise 2 minutes Each person take a blank post-it / sticky note, piece of paper and write your company’s vision (word-for-word) – Work on your own – Please do not discuss answer with table, yet Put your Vision statements up on wall under the post-it note labeled “Vision”

Company Vision… Compare your Post-it note with the stated Vision of your company “If you are not led by Vision, you will be driven by circumstance” – The PMO Brothers

Defining Vision and Culture VisionMissionPurpose Core Values & Attitudes Goals & Objectives Copyright © Unified Vision Group all rights reserved 12 Culture

Cascading Vision Copyright © Unified Vision Group all rights reserved 13 Executive Vision Senior Mgt. Vision Program Level Vision Project Level Vision Team Member’s Vision V V V V

Why definitions are so important for features actually used… Copyright © Unified Vision Group all rights reserved 14 Source: Scrum Agile Presentation at PMI Roundtable, September 2007 Helsinki, Finland 07% (A) all the time 13% (O) often 1 6 % ( S ) s o m e o f t h e ti m e 19% (R) rarely 45% (N) never This ends up being an 80/20 Pareto.

Define Distill Deliver Drive VSPTVSPT 4D MODEL IS BUSINESS AGILE Copyright © Unified Vision Group all rights reserved 15

Scrum using the Business Agile 4D Model (both end-to-end and for the Daily Scrum)

PBL Creation Workshops From idea to tangible Product, Service or Result … Copyright © Unified Vision Group all rights reserved 17

D1 (Define) Create Product Backlog Copyright © Unified Vision Group all rights reserved 18

D2 (Distill) Create Sprint Backlog Copyright © Unified Vision Group all rights reserved 19

D3 (Deliver) Daily Scrum Copyright © Unified Vision Group all rights reserved 20

D4 (Drive) Sprint Review / Demo Copyright © Unified Vision Group all rights reserved 21

Enabling Agile Teams Copyright © Unified Vision Group all rights reserved 22

Define Distill Deliver Drive VSPTVSPT DON’T ASSUME AGREEMENT Copyright © Unified Vision Group all rights reserved 23

Relationships Tools Knowledge COMMUNICATION Copyright © Unified Vision Group all rights reserved 24

Relationships Tools Knowledge …not Politics COMMUNICATION… Copyright © Unified Vision Group all rights reserved 25

Relationships Tools Knowledge ScrumMasters, Project Managers, Resource Managers, Other Stakeholders, etc. Product Owners, Business Stakeholders, etc. Developers, Tech Teams, QA, Testing, etc. AGILE COMMUNICATION Copyright © Unified Vision Group all rights reserved 26

Define Distill Deliver Drive VSPTVSPT PREVENTING GROUPTHINK Copyright © Unified Vision Group all rights reserved 27

Define Distill Deliver Drive VSPTVSPT OH, BY THE WAY… Copyright © Unified Vision Group all rights reserved 28

Define Distill Deliver Drive VSPTVSPT Change Control Process happens here per the PMBoK TRADITIONAL CHANGE CONTROL Copyright © Unified Vision Group all rights reserved 29

Define Distill Deliver Drive VSPTVSPT Change Control Process happens here per the PMBoK ONLY PART OF THE STORY Copyright © Unified Vision Group all rights reserved 30

Define Distill Deliver Drive VSPTVSPT THE REST OF THE STORY Copyright © Unified Vision Group all rights reserved 31

WARREN BUFFETT ON SUCCESS “…business schools reward difficult complex behavior more than simple behavior, but simple behavior is more effective.” Source: Copyright © Unified Vision Group all rights reserved 32

THE PRESSURE IS ON Life is full of challenges and pressures Copyright © Unified Vision Group all rights reserved 33 X You are here Pressures

THE PRESSURE IS ON Character counteracts at the personal level Copyright © Unified Vision Group all rights reserved 34 Pressures Character

THE PRESSURE IS ON Vision counteracts at the Team level Copyright © Unified Vision Group all rights reserved 35 Pressures Vision

VSPTVSPT 4R MODEL IS PEOPLE AGILE Copyright © Unified Vision Group all rights reserved 36

WHEN THINGS GO WRONG Copyright © Unified Vision Group all rights reserved 37

Exercise – Reading Your Team AnalyticalDriver AmiableExpressive Collaborator Copyright © Unified Vision Group all rights reserved 38

Modified Change Management Curve Modified Traditional Kubler-Ross Model Source: adapted from Copyright © Unified Vision Group all rights reserved 39 ShockDenialAngerBargainGriefExplodeExplore Use New Info AcceptAdvocate

Spanning the Chasm New Decisions Linked to Vision and Using the 4D Model Source: adapted from Copyright © Unified Vision Group all rights reserved 40 ShockDenialAngerBargainGriefExplore Use New Info AcceptAdvocate

Flywheel of Change The 4D Model is a flywheel – As you push a flywheel, at first it doesn’t appear to move – But, with each repetition, the wheel begins to move, almost imperceptibly – As you gain momentum, keeping the wheel moving takes less and less effort – Vision is the “axel” that keeps the flywheel in place Copyright © Unified Vision Group all rights reserved 41

GOVERNING AGILE Copyright © Unified Vision Group all rights reserved 42

AN AGILE PMO MUST 1.Focus on Vision 2.Have clear Definitions 3.Distill clear Agreements 4.Have clear, short plans and time frames for Delivery 5.Drive success with frequent communication Copyright © Unified Vision Group all rights reserved 43

Agile PMO Copyright © Unified Vision Group all rights reserved 44

Agile PMO – Vision Driven Portfolio Copyright © Unified Vision Group all rights reserved 45

Agile PMO – Stadium View Copyright © Unified Vision Group all rights reserved 46

Agile PMO – Using Scrum of Scrums with Governance Copyright © Unified Vision Group all rights reserved 47

Agile PMO – Reporting – Project Release Burnup Chart (Sprint by Sprint) Copyright © Unified Vision Group all rights reserved 48

Scrum Teams Time Boxed Copyright © Unified Vision Group all rights reserved 49

Reporting – Portfolio View Copyright © Unified Vision Group all rights reserved 50

AN AGILE PMO MUST 1.Focus on Vision 2.Have clear Definitions 3.Distill clear Agreements 4.Have clear, short plans and time frames for Delivery 5.Drive success with frequent communication Copyright © Unified Vision Group all rights reserved 51

AUTHORS – THE PMO BROTHERS Andrew P. Kallman MBA, PMP ®, CSM, CSP Theodore W. Kallman PMP ®, CSM, CLU, ChFC The PMO Brothers Copyright © Unified Vision Group all rights reserved

THANK YOU! QUESTIONS? The PMO Brothers Copyright © Unified Vision Group all rights reserved