We recently released the 5.2 version of the Disciplined Agile (DA) tool kit, and in that release we added three new process goals: Intake Work, Organize Metrics, and Measure Outcomes. The focus of this posting is the Organize Metrics process goal, depicted in Figure 1.
Figure 1. The Organize Metrics process goal diagram (click to enlarge).
As the name implies, this process goal describes strategies to organize the metrics approach within your team. This strategy will be driven both by your team's culture and skills as well as the needs of your stakeholders - your metrics will likely need to "roll up" to the program or portfolio level.
Your metrics strategy will focus on several important questions:
Where this goal focuses on how to measure, the Measure Outcomes goal describes what to potentially measure.
We recently released the 5.2 version of the Disciplined Agile (DA) tool kit, and in that release we added three new process goals: Intake Work, Organize Metrics, and Measure Outcomes. The focus of this posting is the Intake Work process goal.
Intake Work: Added
Figure 1 depicts the process goal diagram for Intake Work (see How to Read Process Goal Diagrams). This is how a team pulls in work from their "upstream" stakeholders. The incoming work is examined and if ready it is prioritized and put on the team's work backlog. We introduced this process goal because we wanted to have a cohesive source of process information capturing the issues around a common activity that is critical to your team's success.
Figure 1. The Intake Work process goal diagram (click to enlarge)
To be effective at intaking work, we need to consider several important questions:
Address Changing Stakeholder Needs: Refactored
Part of the development of Intake Work was the refactoring of Address Changing Stakeholder Needs which previously captured several decision points that focused on intaking work and several on exploring stakeholder needs. Figure 2 depicts the updated goal diagram. Important changes include:
Figure 2. The Address Changing Stakeholder Needs goal diagram (click to enlarge)
One of the mantras of the agile community is that you need to "be agile," that you need to adopt an agile mindset. Agilists will often point to the Manifesto for Agile Software Development, commonly referred to as the Agile Manifesto, as a good starting point to understand this mindset, which it is. Other mantras within the agile community include respecting others and having a safe environment that embraces diversity. All wonderful ideas, but what do you do when they collide with one another?
The Disciplined Agile Mindset
Figure 1 depicts the Disciplined Agile (DA) mindset, which is captured in the form of principles, promises, and guidelines. Disciplined agilists believe in the DA principles, so we promise to adopt these behaviours and follow these guidelines when doing so. Where the Agile Manifesto addressed the environment faced by software developers 20 years ago, the DA mindset addresses the environment faced by organizations today. The DA mindset reflects our learnings over these past 20 years, adopting great ideas from a wide range of sources, in particular ideas around lean and flow, to describe concepts that enable enterprise agility.
Embracing Different Mindsets in the DA Tool Kit
One of the promises of the DA mindset is to create psychological safety and embrace diversity. Interestingly, when you do that you soon realize that people often have very different mindsets and that this is a very desirable thing. Yes,we want people to embrace an agile mindset so that we all share a similar point of view, but that's only one of many points of view. There are still noticeable differences between the way that you approach something and the ways that others do, even when everyone involved has an agile mindset. This happens because we are all unique people with unique experiences and backgrounds, and as a result you have other points of view than just the agile mindset.
I'm sure that you've noticed that finance people have a different perspective than people from marketing, whose perspective differs from data management professionals, which is different yet again than research and development people, and so on. Each business function tends to attract, and then reinforce, people of a certain mindset. Some people find legal work incredibly interesting, whereas others find it spectacularly boring. To each their own.
This is where it gets interesting. Remember that DA is a tool kit that supports improvement across all aspects of your organization, not just software development. One aspect of the architecture of the DA tool kit is that we've captured the different business functions within your organization as process blades, which in turn are described in terms of mindset, people, flow, and practices. Process blades include Finance, Strategy, Legal, Marketing, Security, IT Operations, Portfolio Management, and many more. Regarding mindset, for a given process blade, we extend the base DA mindset with philosophies that are applicable to that process blade. For example, Figure 2 depicts DA's People Management (Human Resources) mindset and Figure 3 DA's Security mindset.
There are several important points to this strategy:
Just like one process does not fit all situations, one mindset doesn't either. The Disciplined Agile (DA) tool kit explicitly embraces mindset diversity. Do you?
We used to say that software is eating the world, but the fact is today software is the world. Gone are the days where IT could be treated like a utility, one that more often than not was outsourced in the belief that you needed to focus on your core competencies and IT didn’t make it onto that list. These days being competent at IT is mere table stakes at best, you need to excel at IT if you hope to become an industry leader. Today business executives must focus on disruptors, new competitors entering their market space using technologies in new ways. Becoming an agile business – an adaptive, responsive, and learning organization – is the true goal. Business agility requires true agility across all of your organization, not just software development, not just DevOps, and not just IT. There isn’t a single industry now that either isn’t dominated by agile businesses or isn’t under threat of disruption by new agile competitors.
The Disciplined Agile (DA) tool kit was created to apply agile in complex enterprise agile implementations. DA has been well received and implemented in organizations around the world. According to Gartner, Disciplined Agile is also the only available agile process explicitly allowing enterprises to customise agile for their unique enterprise challenges at both the organization and project levels. In their research report, Adopt Disciplined Agile Delivery for a Comprehensive and Scalable Agile IT Approach, Gartner reported:
In this article, we address several common questions executives have about Disciplined Agile (DA):
The Disciplined Agile (DA) tool kit provides straightforward guidance to help organizations streamline their processes in a context-sensitive manner, providing a solid foundation for business agility. The figure below provides a high-level overview of the scope of DA (click on the diagram to zoom in).
DA provides a foundation for business agility does this by showing how the various activities such as Finance, Portfolio Management, Solution Delivery (software development), IT Operations, Enterprise Architecture, Vendor Management and many others work together. DA also describes what these activities should address, provides a range of options for doing so, and describes the trade-offs associated with each option.
DA also provides a straightforward strategy for implementing value streams, overviewed in the following diagram (click on it to zoom in).
You can read more about DA in Introduction to Disciplined Agile.
There are several reasons why your organization should adopt the Disciplined Agile (DA) tool kit:
You can read more about why you should consider DA at Why Disciplined Agile?
DA is being used in numerous organizations, in a wide range of industries, around the world. You can see a list of a subset of the organizations using Disciplined Agile.
Yes. We have published several Disciplined Agile success stories with more on the way.
The answer to this question depends on what you're trying to achieve:
There are several ways that you can learn more about DA, and we recommend following the one(s) that seem best for you:
There are also several options for getting a team going with Disciplined Agile, we recommend considering all three:
Our fundamental advice is to start where you are, do the best that you can given the situation that you face, and always strive to get better. To succeed, there are three key concepts to understand:
Although every organization's journey is unique, we have found that at a high-level they all follow a similar 3-step transformation path:
In the Vendor management in the Disciplined Agile enterprise blog post, we overviewed a Disciplined Agile (DA) approach to vendor management, including procurement. In this post, we look closer at how to use lean and agile techniques to procure goods and services in complex situations.
Context counts, also in procurement
One of the DA principles is that context counts. This principle is also applicable to the area of vendor management. Table 1 overviews three common types of procurement situations.
Table 1. Common procurement situations
Figure 1 depicts the goal diagram for Vendor management (click here to view a larger version of the diagram) and table 2 maps the situations summarized in table 1 to the choices and strategies from the goal diagram. How we work matters and it has a dramatic impact on the result of our work. Matching our way of working to the context we face is the cornerstone of success at work.
Figure 1. The vendor management goal diagram
Table 2. Mapping common procurement situations to potential procurement strategies
When it comes to developing a complex product or service, we have learned that working in an agile and lean way brings better results faster, more reliably, and with higher quality. The agile and lean way of working (WoW) takes an incremental approach with short feedback loops. The short loops act as learning points where we can adjust to new information and changes that inherently are a part of doing complex work.
It turns out that the same is true for procuring goods and services. When we set out to procure complex goods or services, or are faced with a complex situation, applying agile and lean techniques is more successful than using traditional procurement approaches.
How do you apply agile and lean practices to procurement?
Generically speaking, procurement follows the flow of: Initialize, Analyze & prepare, Select & sign, and Execute & beyond as shown in figure 2.
Figure 2. Generic procurement flow
Lean Agile Procurement (LAP) follows the same flow and takes advantage of agile and lean practices along the way to deliver more successful results in a complex procurement situation. Table 3 summarizes some of the agile and lean techniques that LAP applies in procurement.
Table 3. Lean Agile Procurement Flow Steps
In summary, context counts and the DA tool kit for vendor management guide you in tailoring your WoW (way of working) to better match your situation increasing your chances of success. When faced with a complex procurement situation, Lean Agile Procurement (LAP) is a more successful approach.