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This blog is a repository of professional learnings from my 8+ year journey of project and program management. I will share best practices and ideas, and explore project management as a profession in the digital age—and how project and program mangers should upskill themselves to stay ahead of the curve. I would love to hear your comments!

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Demystifying Myths about Scrum

Scaling Delivery Using Scrum Framework

Metrics Management in Automation Projects

Demystifying Myths about Scrum

Categories: Facts, Folklore, Scrum

Introduction

Scrum no doubt has become the popular framework for software product development. Scrum for software development was modelled after "The New New Product Development Game" by Hirotaka Takeuchi and Ikujiro Nonaka published in the Harvard Business Review in 1986. They beleived that the cross-functional teams engaging in the dynamic conflict of ideas that generates "ba," the energy flow that surfaces knowledge that forms new products. 

Dr. Jeff Sutherland is one of the inventors of the Scrum software development process. Together with Ken Schwaber, he created Scrum as a formal process at OOPSLA'95. The Scrum Guide was published first in 2010 by Jeff and Ken and further editions of the guide clarified many of the practices and guidelines. In due course of time, people tried to take advantage on the popularity of the scrum framework and have created their own versions. This has led to lots of confusions in the minds of many professionals across industries.

Common Myths about Scrum

Some common myths about Scrum are,

  • Scrum and Agile are one and the same
  • Requirements should be written only in User Stories.
  • Only User Stories should be part of Product Backlog
  • Scrum Master should have technical knowledge.
  • Scrum Master in addition can play Product Owner role.
  • Scrum Master is fully responsible for facilitating Scrum Events.

Let’s explore the some of the myths in detail below,

Scrum and Agile are same

Scrum is one of the most popular frameworks and more than 80% of the projects use scrum due to its simplicity and proven results. While Scrum is one of the widely adopted agile methodologies to develop software products, people often think that Scrum and Agile are same. While Agile is a bigger umbrella under which there are multiple methodologies like Scrum, XP, DSDM etc. for software development, Scrum is one of those frameworks.

So Scrum and agile are not synonymous.

Requirements should be written only in the form of User Stories

 User stories are powerful constructs expressed from end user perspective for identifying requirements for a software product. The user stories have to be independent and modular so it can be developed and released (potentially) without much dependencies by the development team. User stories are part of eXtreme Programming practice and were adopted in Scrum when people tried to combine Scrum and XP together to realize greater benefits. There is no mandate by Scrum Guide that requirements should be written only in user stories. As long as the requirements are well understood by all the stakeholders, it can be written in any form.

So requirements need not be written in the form of user stories in Scrum.

Only User Stories should be part of Product Backlog

Another common misconception is, only User Stories should be a part of Product Backlog. Product Backlog is nothing but list of anything and everything in order to deliver the product vision. The product backlog could contain defects, nonfunctional requirements like performance improvement features, code refactoring, infrastructure setup etc. There would be often prioritization challenges with the business stakeholders between functional requirements versus rest due to various reasons. It is also the responsibility of the development team to appraise the product owner on the importance of non-functional features which could lead to greater stability of product before adding more features.

So items other than user stories / functional requirements can also be present in the product backlog.

Scrum Masters should have technical knowledge

Now-a-days, it has become imperative that Scrum Master should also have technical knowledge due to the infusion of technology and tools to a great extent in the project. There are lot of job postings which lists the need for Technical Scrum Masters. Scrum Masters are servant leaders and enables the development team to become self-sufficient. Knowing the technical details would actually make scrum master suggest solutions, adopt certain methodology based on his/her prior experience and start managing technical tasks of the team members which beats the very definition of the scrum master. Rather scrum master is a team coach, a facilitator, an impediment remover. Scrum master should be a process expert rather than a technical expert and aid the team in continuous improvement and innovation.

So Scrum master need not have technical knowledge.

Scrum Master in addition can play Product Owner role

Organizations sometimes make a single person play a role of both Scrum Master and Product Owner. This could potentially lead to lots of confusions with the team as the roles and responsibilities are different between both the roles. It’s actually giving too much power to one person which could potentially derail the entire project. The person will not also have enough bandwidth to focus on the priorities as well as facilitate the team. It also requires the scrum master to acquire the domain skills of the product owner which may or may not be his/her forte. The dual role will dilute the responsibilities (both) and the person will not be able to provide justice to either of the roles.

So, a single person can never play a dual role of Scrum Master & Product Owner

Scrum Master is fully responsible for facilitating Scrum Events

Organizations and projects have begun to believe to an extent that Scrum Master (alias Project Manager) is responsible for facilitating and owning scrum ceremonies. Certainly, Scrum Master can facilitate some of the ceremonies initially to break the ice and bring the team together for cohesiveness but it is ultimately the development team’s responsibility for facilitating all of the ceremonies themselves. Scrum master can help in removing the impediments on the way to make development team effectively run these ceremonies on their own. Scrum Master can coach the team on best practices, provide performance feedback (outsider view), resolve conflicts that arise during these meetings and shield the team from external interferences.

So Scrum Master need not facilitate always the Scrum Events, it is the responsibility of the development team

Conclusion

We’ve seen some of the common myths about Scrum but there are other myths as well about Scrum like burn down charts are part of Scrum, planning poker is part of Scrum etc. While people really hold on to these myths to a larger degree, but failing to understand some of the core principles of Scrum which is inspect and adapt. It is important to understand what practices are mandatory and what are optional for any organization that uses Scrum for product development.

Based on your experience in projects, what do you think are other myths that are followed in Scrum based project/product development?

Posted on: December 27, 2018 06:35 AM | Permalink | Comments (15)

Scaling Delivery Using Scrum Framework

Categories: agile, delivery, scrum

Introduction

Organizations across the globe are embracing agility using different methodologies and frameworks to meet customer demands and improve time to market. Scrum is one of the most popular frameworks within which people can solve complex adaptive problems, while productively and creatively delivering products of highest possible value. Scrum was developed to work best within a team size of 5 to 10 members and has to be cross functional to be effective and efficient. It becomes easy for the Scrum team to achieve synergy and resonate with each other if the team is collocated further. The Product Owner, Scrum Master and Development team work in tandem with fewer problems to deal with however and can release most valuable features quickly. The challenges and impediments increases with the addition of every Scrum team. There is also a general myth that Scrum may not be suitable for large scale projects or programs and people recommend or prefer other methodologies like LeSS or SAFe. 

Challenges with Scrum in Large Program/Product Development

Can Scrum be used for large programs (involving more than 5-6+ scrum teams) and still address top priorities like fulfilling customer needs, improving time to market and reducing cycle time?

The answer is "YES"

Nevertheless, some of the questions that comes to our mind quickly when we think of scaling delivery using Scrum are below,

  • What challenges would arise when the team becomes distributed globally?
    • State of Scrum Report 2015 says 33% of 5000 people responded have distributed teams and this number should have gone higher YOY.
  • How can engineering practices be standardized across team for optimal throughput?
  • What happens when there is one product backlog that is shared by multiple teams and one product owner who is influencing all teams? How does prioritization work for different teams?
  • How can Scrum Masters motivate and help the team to maintain the focus and deliver one product increment every sprint?
  • As there is One Product Backlog and One Product Increment, how do the Scrum Ceremonies like Sprint Planning, Backlog Grooming, Daily Scrum, Sprint Review & Sprint Retrospective happens with multiple teams and structure in place?
  • How does definition of done work for multiple teams?

Let’s look at how the roles and artifacts are scaled when it comes to large scale product or program development using Scrum

Scrum Roles

Scrum Master and Development Team

Scrum guide mandates a small and cross functional team of 6-9 members for effective delivery. When the program demands more features to be developed in shorter time frame, one of the easiest way to achieve this to scale the team members to multiple scrum teams. This allows the scrum teams to pick up independent features from the product backlog for quick turnaround. Similarly, the scrum master could also be scaled to take care of the individual teams. However, it is up to the organizational maturity in agile adoption and execution as how many scrum masters are needed for a particular program setup and sets of teams. The scaling of the development team and the scrum masters will certainly help in development of features to meet the vision of the product.

Product Owner

In paper, Product Owner is just one person who is responsible for the product vision and maximizing the ROI. But in real world with complex product development, it’s often a shared effort and ownership. There needs to be an understanding on how to develop the product without hassles and inconsistencies through shared ownership between the Product Owners.

Fig 1.0

In general, when the product is new (in early stage) and hasn’t reached product-market fit—or is close to achieving it—one product owner will be the best person in charge of the product. This is due to the level of experimentation it requires during this stage and effective decision making is of paramount importance. Having multiple product owners during this stage would dilute and elongate the decision making process leading to ineffectiveness. At this stage, the single PO could help in making decisions quickly without wasting time in the process. When the product growth starts after entering the market stage, more features will be needed and it would become difficult to manage the product with single product owner. In that case, it would be good to have couple of product owners to manage the product. During this maturity stage, changes would be needed less frequently allowing the product owners to prioritize the changes and share the responsibilities easily.

Scrum Artifacts

Product Backlog

Product Backlog is prioritized list of items or requirements needed to fulfill the product vision. Product Owner owns the product backlog and ensures that the Product Backlog Items are stacked in the order of priority to maximize the return on investment. In the Fig 1.1 shown below, during the initial stages of the product development (entering market fit stage), it is imperative that only one product backlog exists for the teams to work on. The product discovery stage is a separate journey altogether which involves user interviews, impact mapping, what and how to develop and prioritization techniques. When the product evolves over period of time (as mentioned above) or enters maturity, the product backlog can be owned by multiple product owners for managing and prioritizing features effectively.

Fig 1.1

Sprint Backlog

Sprint Backlog will have prioritized list of features needed for development for that sprint towards achieving the product vision. The prioritized list of items will be picked up by the individual teams for development of the product features during the sprint planning meeting. Individual teams can have sprint planning meeting separately (to save time) along with Product Owner & Scrum Master to prioritize what is needed for the sprint.

Product Increment

One Product Increment is always recommended during the initial stages of the development of the product to ensure the minimum viable features are integrated well. This helps the product owner to quickly validate the assumptions about the product. Having single product increment hashes out all the issues with dependencies and integrations and enables users to validate the functionality end to end.  

Scrum Events

The Scrum ceremonies like planning, refinement, retrospectives, reviews can be done separately by the individual team along with PO and other stakeholders. You might wonder how the dependencies across the teams will be resolved as there is no common meeting to discuss those? Well, Scrum of Scrum can help the development teams to sort of internal dependencies where the Scrum Masters from individual team’s members represent to discuss about the dependencies and work towards resolving them.

Conclusion

There is also no doubt that Scrum would definitely be an ideal fit when it comes to large scale product development with some considerations listed above. The Scrum Framework is very light weight and has lots of process built within for a great product development. Although other scaling methods exists like SAFe, Less, Scrum@Scale etc. the organization need to carefully consider the options to better suit their culture and the nature of the product being developed.

Posted on: December 27, 2018 06:26 AM | Permalink | Comments (11)

Metrics Management in Automation Projects

Categories: automation, metrics

Introduction

Projects have been executed for decades for many reasons including customer requirements, technological advancements and compliance requirements etc. The success of the projects has been driven by mostly by conformance to plan for plan driven projects and the value of delivery for agile projects. There are many factors that attribute to the success of the projects and had helped project managers steer projects in right directions, take corrective and preventive actions. Metrics is one of the most important aspects project management which can assess if your existing project or program is doing enough to justify your existence. A metric, by definition, is any type of measurement used to measure some quantifiable component of performance. A metric can be collected through observation, such as delay in days, or number of defects; or the metric can be derived from directly observable quantities, such as defects per “x” lines of code, a cost performance index (CPI), or a schedule performance index (SPI) Metric is also called as an indicator, or a key performance indicator (KPI). We will see how metrics can aid automation projects realize its goals and objectives.

Why Automation?

We’ve witnessed so far application or product being built to solve a customers’ problem. Most of the applications including e-commerce are now being based on human centered design or user centric. Today’s systems are simply becoming too big and complex to run completely manually, and working without automation is largely unsustainable for many enterprises across all industries. Moreover, automation enables the ability to adapt and improve the service experience without manual intervention. Engineers and high-skill IT personnel will be tasked with identifying automation targets and variables in each workflow, gathering inputs and outputs, as well as simplifying and troubleshooting automated workflows.

What to Automate?

This is one of the most common inquiries around automation, as well as its primary barrier to implementation. While the answer will be business-specific, a logical starting point for many will be repeatable and mundane processes. Identify tasks within each department—be it marketing, finance, sales, or even legal—that people manually perform on a daily basis, and ask if they could be automated. Frequently, these repetitive tasks consume a considerable amount of time from junior team members; organizations with an accurate and granular look at their service delivery, combined with solid bench marking metrics, will be able to hone in on opportunities for automation.

Managing Automation Projects

Every organization has its own approach for managing automation projects and have come up with assessments and frameworks to deliver benefits to their clients on their automation journey. There are multiple phases associated with the assessment framework and the below framework can help any automation projects reach its goal and measure the maturity level.

The phases are,

  • Kick-off

This is where the what part of the automation use cases are defined. Risk are identified along with mitigation plans.

  • Ideation

The use cases for automation are brainstormed for BOTs development.

  • Assessment

Use cases are finalized based on different techniques.

  • Configuration

Architecture is finalized along with dependencies with related components.

  • Release & Transition

BOTs are certified, deployed and marked for transition to operations team.

  • Monitor & Support

Monitor logs, failures, exceptions and get customer feedback on implementation

  • Benefits Realization

ROI, Productivity improvement, FTE reductions details are gathered.

How Metrics can help Automation projects realize its goals?

Measurement is key to successful project management. As the old adage says, “You can't manage what you don't measure.” Collecting and measuring data is at the heart of any worthwhile endeavor. With a New Year’s resolution to lose weight, you may find yourself counting calories or—go you! —watching the pounds drop on the scale. Race car drivers track their miles to the second.

There are generally 6 factors that managers generally measure to create metrics that determine project success:

  1.  Benefits resulting from the capability delivered by a project
  2. Time/Schedule to deliver project output
  3. Cost to deliver project output    
  4. Scope of work to deliver project output
  5. Quality of deliverables and quality of process (customer satisfaction)
  6. Risks including uncertainty or threats to project success

Automation metrics are no different than traditional project metrics but have few variations on what metrics needs to be tracked to effectively manage the projects and deliver the desired outcomes.

Metric

Operational Definition

Outcomes

Man to BOT Ratio

Number of BOTS VS Number of FTE in the Team

Time to Market, TCO

% of reusable components

(Number of Components reused / Total Number of Components ) * 100

Time to Market

% reduction in FTE

(Number of FTE released due to BOTS / Number of FTEs before the BOTS release )*100

Time to Market

Throughput

(time taken before automation - time taken after automation )/time taken before automation* 100

Time to Market

ROI

Total Cost Savings / Overall Cost of Implementation

TCO

Bot resolution

Number of tickets resolved by BOTS / Overall Number of tickets

Time to Market

Cycle Time

Average time to implement a bot (from requirement to production)

Time to Market

Image result for automation metrics
Automation metrics can be chosen based on the type of the projects being executed as listed above and area applicable for RPA/IPA/ITPA projects as well.

  • Understand the purpose or goal of the project or work.
  • Determine what critical success factors need to be fulfilled in order for you to succeed and achieve the goal.
  • Take each critical success factor for the project or program and identify how you will measure its fulfillment.

Conclusion

With successful automation workflows, additional customers and services can be covered by the existing team, pushing margins higher while improving the consistency and speed of the service. Ultimately, people can do more with less. The metrics management approach and defined set of metrics may be suitable for a particular automation team and not suitable for another team depending on the nature of the automation, but it has worked out pretty good for me so far.

Posted on: September 20, 2018 05:01 AM | Permalink | Comments (7)
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