Project Management

Disciplined Agile

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This blog contains details about various aspects of PMI's Disciplined Agile (DA) tool kit, including new and upcoming topics.

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Tatsiana Balshakova
Glen Little
Mark Lines
Valentin Mocanu
Daniel Gagnon
Michael Richardson
Joshua Barnes
Kashmir Birk
Klaus Boedker
Mike Griffiths
Scott Ambler

Recent Posts

Disciplined Agile and PMBoK Guide 7th Edition

Comparing Agile and Lean Backlog Strategies

Disciplined Agile 5.3 Released

Measure Outcomes - A New Process Goal

Organize Metrics - A New Process Goal

Disciplined Agile 5.3 Released

Categories: agile, Disciplined Agile

Disciplined Agile LogoWe released Disciplined Agile (DA) v5.3 earlier today, September 30th 2021.  While there are several visible changes that we've made, discussed below, most of this release is "behind the scenes" in that we've updated descriptions of many techniques and added many new references that link to articles, blogs, or books describing a given technique.

The "visible changes" include updates to several process goals:

  • Intake Work. We refactored out several options from the Manage Work Items decision point to introduce a new decision point, Manage Backlog. We also updated the options for backlog management to reflect current industry practice.  This is a fairly important change that will be described in a detailed blog post.
  • Explore Scope. We updated the Choose a Backlog Management Strategy decision point to reflect changes to Intake Work. Early in a project it's critical to identify how you will manage your backlog later during Construction as this decision will inform your decision around how much detail to gather during Inception.
  • Measure Outcomes. We added several new potential metrics to existing options, and introduced the Increase Initiative Health decision point.
  • Organize Metrics. Added Aggregate Measures and Report Measures decision points.  An earlier blog, Apply Consistent Metrics Categories Across an Agile Portfolio, covers the key strategy for aggregating measures.  The report measures decision point is self explanatory, covering strategies such as status reports, metrics reports, automated dashboards, and more. 
  • Plan The Release. Updated estimation strategies.

We also updated the following process blades:

  • Continuous Improvement – Added the Analyze Root Cause decision point to the goal diagram.
  • Product Management – Added the Measure Offering decision point to describe explicit measurement options. Added the Capture Roadmap decision point to describe options for documenting/communicating your product roadmap.

It is important to note that for the DASM and DASSM exams that we are still testing you against the DA 5.0 version of the model.

Related Resources

Posted by Scott Ambler on: September 30, 2021 06:59 AM | Permalink | Comments (8)

DA For Remote Agile Teams

Remote agile teams typically use more video conferencing and extra written communication than collocated teams to stay synchronized. While perhaps not as effective as direct face-to-face communication, these approaches make up some of what is lost from sitting together and provide the advantage of being easily recorded for later access.

This asynchronous access to information is especially valuable for globally remote teams that may not share the same work hours. By accessing content on-demand, people can contribute when works best for them and sync up with the rest of the team at preset events.

Remote Onboarding Challenges

Onboarding new team members can be a challenge for remote teams. Introducing team members, explaining agreed to norms around process and tools are traditionally done in-person. Writing all of this information down along with the justifications and discussions around the decision process is a significant undertaking.

GitLab, one of the most successful all-remote agile development organizations, has onboarding materials that would occupy over 8,000 pages if printed. As organizations transition to more remote-friendly structures, documenting how teams work is becoming more critical.

Disciplined Agile for Onboarding

Fortunately, Disciplined Agile (DA) can help. It contains a vast tool kit of approaches accompanied by industry vetted analysis of when they add value when they do not, along with the pros and cons of implementing them. Teams can use the DA tool kit as the starting point for describing their way of working.

Using the upcoming DA Profiler tool, teams can debate, discuss and decide on their ways of working. The tool captures the goals, decision points and trade-off tables of each selected process or technique. Then, when new team members join, they can be pointed to the saved profile representing the team’s way of working. This saves creating lengthy onboarding materials and descriptions of processes.

Of course, processes should not remain static but instead, continue to evolve as teams and businesses learn and develop. So, at regular intervals, teams are encouraged to review and update their way of working and create a new definition. DA provides a robust strategy to support this and the goal “Evolve Way of Working.”

Keeping it Real

A strength of DA is its realism and pragmatism towards how organizations work. Not all organizations are fully agile yet, nor perhaps want to be. So, if some traditional, serial practices are still in use, that is OK; DA supports it. If Team A uses Scrum with two-week Sprints, Team B uses Kanban with continuous flow, and Team C uses SAFe, that works too.

DA is approach agnostic and capable of supporting a variety of popular techniques along with custom hybrid solutions. It also embraces a set of principles that make building guidance for remote agile teams more successful. These include: “Be pragmatic,” “Context counts,” “Choice is good” and “Enterprise awareness.”  These principles provide practical advice teams can apply to define their remote ways of working.

Mind Your Toes

Returning to the GitLab onboarding process, they promote a fun principle called “Short toes,” which comes from when people join the company and frequently say, “I don’t want to step on anyone’s toes.”

At GitLab, they aim to be accepting of people taking the initiative in trying to improve things. They recognize that as organizations grow, their decision-making speed often slows since more people are involved. However, this can be counteracted by having short toes and feeling comfortable letting others contribute to their domain.

Short toes is a great concept that is required if organizations are to scale and evolve successfully. It aligns well with another of DA’s principles, “Be awesome,” which is all about striving to be the best that we can and to always get better.


Adapting to the challenges of more remote team members and new all-remote teams creates the need for better onboarding resources.

DA provides great scaffolding to build onboarding handbooks that document how teams have selected to work without making manuals with thousands of pages.  It supports group-based discussion and selection of techniques, ongoing refinement and offline access. Perfect for onboarding today’s increasingly remote workforce.

Posted by Mike Griffiths on: December 01, 2020 04:21 PM | Permalink | Comments (5)

Necessity is the mother of taking chances.

- Mark Twain