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Authored by Darrel Raynor, PMP, 
A&I™ - Building Senior Leaders © 2004-2014 
MBA 
Managing Director, Data Analysis & Results, Inc. 
and the Data Analysis & Results Team 
www.DataAnalysis.com DARaynor@DataAnalysis.com 
A&I™ Best Practice 
Agile for Adults 
Best Results come from Structure: Meetings, Estimates, 
and Expectations set via Planning and Status
A&I™ - Building Senior Leaders © 2004-2014 
A&I™ 
Agile for Adults – Best Results come from Structure: Meetings, 
Estimates, and Expectations set via Planning and Status 
Agile was once viewed as a free for all with little documentation, process, or 
required results. We have all grown up since reading the Agile Manifesto. While 
working on Agile coaching and processes for firms like JPMorgan, The Hartford, 
ConAgra, and many other firms and agencies, large and small, we exposed Best 
Practices around Agile and share them here. 
Fallacy: Agile is unstructured! Nonsense! Agile is very structured, it is just 
*different* structure to aid, not delay,development and other projects. 
Fallacy: Agile does not report status well. Agile status can be reported in a more 
granular way, much of it automated, without the agony of extended inquisitions in 
the form of status meetings. Let’s review some basics of meetings, including roles & 
responsibilities, timing, agenda, and deliverables… These sessions always have 
lively interaction with experienced attendees. Let’s discuss!
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Today’s Presentation 
• Introduction & Expectations 
• Agile was once viewed as a free for all. 
• Fallacy: Agile is unstructured! 
• Fallacy: Agile does not report status well. 
• Fallacy: Agile is all new 
• Best Practices around Agile 
Agenda 
• Agile meetings, including roles & responsibilities, timing, agenda, & 
deliverables
A&I™ - Building Senior Leaders © 2004-2014 
A&I™ 
Introduction & Expectations 
Attendees 
How many are: Developers, Managers, Executives, 
Operations? 
Agile Challenges 
What is your biggest problem with moving to or improving 
Agile? 
Management understanding & acceptance? Sponsor & SME 
time? 
Developer and other role knowledge? What else?
A&I™ - Building Senior Leaders © 2004-2014 
A&I™ 
Introductions 
• Facilitator & Primary AuthorAgile & Integrated™ 
Business Analysis, Project Management, and 
Leadership Courses 
Darrel A. Raynor, PMP, MBA 
Managing Director & Founder, Data Analysis & Results, Inc. 
Director, St. Edward’s PE Project Management, Business Analysis, & Leadership Programs 
Author of the forthcoming book, 
"Agile & Integrated Project Management™ 
- Knocking the Stupid out of Project 
Management" 
Agile & Integrated Project Management, A&I PM are trademarks of Data Analysis & 
Results, Inc.
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Agile was once viewed as a free for all 
No more reporting 
No more status 
No more meetings 
Everyone chooses their tasks 
No deadlines 
No interference 
Chocolate Cake for Everyone!
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Fallacy: Agile is unstructured! 
Agile, done right, or at least in 
many instances done well, is very 
structured, more on that later… 
Agile has reporting, status, 
meetings, task assignment, 
deadlines & more! 
Agile in fact needs very specific 
roles & does try to avoid 
interference...
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Fallacy: Agile does not report status well 
Agile..., well, you got me here… 
<just kidding> 
Agile status is actually far more accurate, 
for WIP or Done. Especially around Technical Debt. 
Agile status does not report the future well, other than 
velocity, story points, or using history as a guide...
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Fallacy: Agile is 
Agile techniques have been around for, well, decades! 
Planning Poker comes from the <gasp> 1940’s 
Daily Stand-ups have been done at least since the 60’s 
Early Prototyping stems from at least the 80’s 
I was irritated by all the new, cool names until 
someone told me it was part of Agile Change 
Management… Ah ha.
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Best Practices around Agile 
Agile arranges team time and process around 
involving & satisfying the customers as early as 
possible 
Structure your 
• meetings (we just cover meetings today…) 
• roles 
• status (done & ETC estimate to complete) 
• pre-make many decisions 
• and more…
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Agile 4 & ½ Meetings 
Iteration Planning 
Daily Stand Up 
Daily Help is the half… 
Demo 
Retrospective
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Agile Meeting 1: Iteration Planning 
Hush now, don’t call them planning meetings! 
Well maybe that is ok… 
1. Start with a ‘groomed’ (prioritized & loosely defined) 
Product Backlog (requirement or feature list) 
2. Use a fast estimation process such as Planning 
Poker to ballpark S, M, L, XL then break down the XL 
3. Assess ‘bucket of hours’ available 
4. Map, not commit, to appropriate Product Backlog 
Items 
5. Tasks: duplicate steps in much more detail… 
Commit now
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Agile Meeting 2: Daily Stand Up 
Hush now, don’t call them status or project meetings! 
Our process: Online, Screen Share, fast movement, 
fixed agenda 
1. Booked for 45 minutes, 1st half goes 11 minutes 
2. Circle attendees four times if time 
3. Agenda is Blocked, Issues, Help, Going to do, Done. 
4. Usually no time for last 2… 
5. Anyone requests help from anyone else for 
remaining time
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Agile Meeting 2: Daily Help (the ½) 
Hush now, don’t call them mentoring or working 
meetings! 
1. Scrum Master (PM, Lead, whoever…) arranges 
breakouts for all who ask, knowing who needs who, 
sometimes have to stagger 
2. Team meets to discuss whatever is needed, hard 
stop at 45 
3. If further collaboration is needed, Team self-organizes
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Agile Meeting 3: Demo 
Hush now, don’t call them show & tell or requirements 
meetings! 
1. Team, Customers, Management, anyone can attend 
2. Output is ONLY Product Backlog Items 
a. New Features 
b. Changes 
c. Defects 
d. New or changed Process
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Agile Meeting 4: Retrospective 
Hush now, don’t call them lessons learned meetings! 
1. Team, Customers, Management, anyone can attend, 
usually just the Team other than occasional 
2. Output is almost always Process Changes 
(documented), Template updates, with now and then 
a new Product Backlog Item if analysis, research, 
Quality information or other work is needed -- use 
these sparingly
A&I™ - Building Senior Leaders! © 2004-2014 
A&I™ 
Agile is Easy & Structured 
Agile (done right) 
• gets more work done faster at higher quality 
• is less frustrating to team & customers, perhaps 
more frustrating to management 
• appropriate structure removes some frustration 
• removes some to a great deal of repetitive, useless 
process
A&I™ - Building Senior Leaders © 2004-2014 
A&I™ 
A&I Courses & Support 
Agile & Integrated ™ Consulting and Course 
Information on www.SEUPEC.com 
St. Edward’s University Professional Education 
www.DataAnalysis.com contact 
ExecAsst@DataAnalysis.com 
Consulting: Contact us for customized, lean, project 
consulting 
512-968-0770 DARaynor@DataAnalysis.com 
To subscribe to The Management Advisor™ blog/column 
Agile & Intesgrateed Preoject Mwanageementb, A&Is PMiaret treadem aorks ofr Da ta vAnaliysiss & Riestult s, hInc. ttp://www.TheManagementAdvisor.net/ 
PMI, PMP, CAPM, PMBOK Guide, are registered marks of the Project Management Institute, Inc.
Authored by Darrel Raynor, PMP, 
A&I™ - Building Senior Leaders © 2004-2014 
MBA 
Managing Director, Data Analysis & Results, Inc. 
and the Data Analysis & Results Team 
www.DataAnalysis.com DARaynor@DataAnalysis.com 
A&I™ Best Practice 
Agile for Adults 
Best Results come from Structure: Meetings, Estimates, 
and Expectations set via Planning and Status

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Inno tech 2014v1

  • 1. Authored by Darrel Raynor, PMP, A&I™ - Building Senior Leaders © 2004-2014 MBA Managing Director, Data Analysis & Results, Inc. and the Data Analysis & Results Team www.DataAnalysis.com [email protected] A&I™ Best Practice Agile for Adults Best Results come from Structure: Meetings, Estimates, and Expectations set via Planning and Status
  • 2. A&I™ - Building Senior Leaders © 2004-2014 A&I™ Agile for Adults – Best Results come from Structure: Meetings, Estimates, and Expectations set via Planning and Status Agile was once viewed as a free for all with little documentation, process, or required results. We have all grown up since reading the Agile Manifesto. While working on Agile coaching and processes for firms like JPMorgan, The Hartford, ConAgra, and many other firms and agencies, large and small, we exposed Best Practices around Agile and share them here. Fallacy: Agile is unstructured! Nonsense! Agile is very structured, it is just *different* structure to aid, not delay,development and other projects. Fallacy: Agile does not report status well. Agile status can be reported in a more granular way, much of it automated, without the agony of extended inquisitions in the form of status meetings. Let’s review some basics of meetings, including roles & responsibilities, timing, agenda, and deliverables… These sessions always have lively interaction with experienced attendees. Let’s discuss!
  • 3. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Today’s Presentation • Introduction & Expectations • Agile was once viewed as a free for all. • Fallacy: Agile is unstructured! • Fallacy: Agile does not report status well. • Fallacy: Agile is all new • Best Practices around Agile Agenda • Agile meetings, including roles & responsibilities, timing, agenda, & deliverables
  • 4. A&I™ - Building Senior Leaders © 2004-2014 A&I™ Introduction & Expectations Attendees How many are: Developers, Managers, Executives, Operations? Agile Challenges What is your biggest problem with moving to or improving Agile? Management understanding & acceptance? Sponsor & SME time? Developer and other role knowledge? What else?
  • 5. A&I™ - Building Senior Leaders © 2004-2014 A&I™ Introductions • Facilitator & Primary AuthorAgile & Integrated™ Business Analysis, Project Management, and Leadership Courses Darrel A. Raynor, PMP, MBA Managing Director & Founder, Data Analysis & Results, Inc. Director, St. Edward’s PE Project Management, Business Analysis, & Leadership Programs Author of the forthcoming book, "Agile & Integrated Project Management™ - Knocking the Stupid out of Project Management" Agile & Integrated Project Management, A&I PM are trademarks of Data Analysis & Results, Inc.
  • 6. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Agile was once viewed as a free for all No more reporting No more status No more meetings Everyone chooses their tasks No deadlines No interference Chocolate Cake for Everyone!
  • 7. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Fallacy: Agile is unstructured! Agile, done right, or at least in many instances done well, is very structured, more on that later… Agile has reporting, status, meetings, task assignment, deadlines & more! Agile in fact needs very specific roles & does try to avoid interference...
  • 8. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Fallacy: Agile does not report status well Agile..., well, you got me here… <just kidding> Agile status is actually far more accurate, for WIP or Done. Especially around Technical Debt. Agile status does not report the future well, other than velocity, story points, or using history as a guide...
  • 9. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Fallacy: Agile is Agile techniques have been around for, well, decades! Planning Poker comes from the <gasp> 1940’s Daily Stand-ups have been done at least since the 60’s Early Prototyping stems from at least the 80’s I was irritated by all the new, cool names until someone told me it was part of Agile Change Management… Ah ha.
  • 10. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Best Practices around Agile Agile arranges team time and process around involving & satisfying the customers as early as possible Structure your • meetings (we just cover meetings today…) • roles • status (done & ETC estimate to complete) • pre-make many decisions • and more…
  • 11. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Agile 4 & ½ Meetings Iteration Planning Daily Stand Up Daily Help is the half… Demo Retrospective
  • 12. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Agile Meeting 1: Iteration Planning Hush now, don’t call them planning meetings! Well maybe that is ok… 1. Start with a ‘groomed’ (prioritized & loosely defined) Product Backlog (requirement or feature list) 2. Use a fast estimation process such as Planning Poker to ballpark S, M, L, XL then break down the XL 3. Assess ‘bucket of hours’ available 4. Map, not commit, to appropriate Product Backlog Items 5. Tasks: duplicate steps in much more detail… Commit now
  • 13. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Agile Meeting 2: Daily Stand Up Hush now, don’t call them status or project meetings! Our process: Online, Screen Share, fast movement, fixed agenda 1. Booked for 45 minutes, 1st half goes 11 minutes 2. Circle attendees four times if time 3. Agenda is Blocked, Issues, Help, Going to do, Done. 4. Usually no time for last 2… 5. Anyone requests help from anyone else for remaining time
  • 14. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Agile Meeting 2: Daily Help (the ½) Hush now, don’t call them mentoring or working meetings! 1. Scrum Master (PM, Lead, whoever…) arranges breakouts for all who ask, knowing who needs who, sometimes have to stagger 2. Team meets to discuss whatever is needed, hard stop at 45 3. If further collaboration is needed, Team self-organizes
  • 15. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Agile Meeting 3: Demo Hush now, don’t call them show & tell or requirements meetings! 1. Team, Customers, Management, anyone can attend 2. Output is ONLY Product Backlog Items a. New Features b. Changes c. Defects d. New or changed Process
  • 16. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Agile Meeting 4: Retrospective Hush now, don’t call them lessons learned meetings! 1. Team, Customers, Management, anyone can attend, usually just the Team other than occasional 2. Output is almost always Process Changes (documented), Template updates, with now and then a new Product Backlog Item if analysis, research, Quality information or other work is needed -- use these sparingly
  • 17. A&I™ - Building Senior Leaders! © 2004-2014 A&I™ Agile is Easy & Structured Agile (done right) • gets more work done faster at higher quality • is less frustrating to team & customers, perhaps more frustrating to management • appropriate structure removes some frustration • removes some to a great deal of repetitive, useless process
  • 18. A&I™ - Building Senior Leaders © 2004-2014 A&I™ A&I Courses & Support Agile & Integrated ™ Consulting and Course Information on www.SEUPEC.com St. Edward’s University Professional Education www.DataAnalysis.com contact [email protected] Consulting: Contact us for customized, lean, project consulting 512-968-0770 [email protected] To subscribe to The Management Advisor™ blog/column Agile & Intesgrateed Preoject Mwanageementb, A&Is PMiaret treadem aorks ofr Da ta vAnaliysiss & Riestult s, hInc. ttp://www.TheManagementAdvisor.net/ PMI, PMP, CAPM, PMBOK Guide, are registered marks of the Project Management Institute, Inc.
  • 19. Authored by Darrel Raynor, PMP, A&I™ - Building Senior Leaders © 2004-2014 MBA Managing Director, Data Analysis & Results, Inc. and the Data Analysis & Results Team www.DataAnalysis.com [email protected] A&I™ Best Practice Agile for Adults Best Results come from Structure: Meetings, Estimates, and Expectations set via Planning and Status