30
copyright 2014. Net Objectives, Inc. All Rights Reserved Executive Guide to SAFe 24 July 2014 1 Al Shalloway CEO, Net Objectives An Executive’s Guide to the Scaled Agile Framework © Copyright Net Objectives, Inc. All Rights Reserved 2 Al Shalloway alshall@NetObjectives.com @AlShalloway CEO, Founder co-founder of Lean-Systems Society co-founder Lean-Kanban University

An Executive’s Guide to the Scaled Agile Frameworkschd.ws/hosted_files/agile2014/cd/1792_ExecutiveOverviewOfSAFe... · Scaled Agile Framework

Embed Size (px)

Citation preview

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

1

Al Shalloway CEO, Net Objectives

An Executive’s Guide to the Scaled Agile Framework

© Copyright Net Objectives, Inc. All Rights Reserved 2

Al Shalloway [email protected]

@AlShalloway

CEO, Founder

co-founder of Lean-Systems Society co-founder Lean-Kanban University

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

2

© Copyright Net Objectives, Inc. All Rights Reserved 3

Lean Enterprise

Business

Management

Team

ASSESSMENTS CONSULTING

TRAINING COACHING

Lean Management Project Management

Lean for Executives Product Portfolio Management Business Product Owner Product Owner

technical process

Onsite SPC Leading SAFe + with extended topics SAFe Architecture PM/PO

Kanban / Scrum ATDD / TDD / Design Patterns Dev ops

© Copyright Net Objectives, Inc. All Rights Reserved 4

Common Organizational Structure

Inspired by Dan North, BSC/ADP 2012

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

3

© Copyright Net Objectives, Inc. All Rights Reserved 5

What they can manage What they need to manage

Their people

• How busy they are

• Their “productivity”

The quality of work of their people

Hierarchical

© Copyright Net Objectives, Inc. All Rights Reserved 6

The Nature of Our Work

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

4

© Copyright Net Objectives, Inc. All Rights Reserved 7

We Manage This Way

even though value flows this way

© Copyright Net Objectives, Inc. All Rights Reserved 8

What they can manage What they need to manage

Their people

• How busy they are

• Their “productivity”

The quality of work of their people

Time-to-market

Effects of upstream groups on their teams

Effects of downstream groups on their teams

Hierarchical vs. Lean Management

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

5

© Copyright Net Objectives, Inc. All Rights Reserved 9

Who is managing the value?

© Copyright Net Objectives, Inc. All Rights Reserved 10

Time-to-Market

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

6

© Copyright Net Objectives, Inc. All Rights Reserved 11

How often does work wait?

Adding Value

Waiting Waiting

Adding Value Adding Value Adding Value

Adding Value Adding Value

What percent of the time is work moving forward?

How would you know?

No one is managing this in most companies.

Waiting

How much of the time is it waiting for something else to be done?

© Copyright Net Objectives, Inc. All Rights Reserved 12

What happens when adding value is delayed?

Between getting requirements and using them? Between writing a bug and it being detected? Between two groups getting out of sync?

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

7

© Copyright Net Objectives, Inc. All Rights Reserved 13

The Whole Picture

© Copyright Net Objectives, Inc. All Rights Reserved 14

1. Identify the actions taken in the value stream

Approve Request Reqts Sign Off

Review Deploy

Analysis

Design Code Test

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

8

© Copyright Net Objectives, Inc. All Rights Reserved 15

0.5 hrs 160 hrs 8 hrs 8 hrs

120 hrs` 280 hrs 240 hrs

100 hrs

8 hrs 2 hrs

1. Identify the actions taken in the value stream 2. What was the real time from start to finish of the action?

Approve Request Reqts Sign Off

Review Deploy

Analysis

Design Code Test

© Copyright Net Objectives, Inc. All Rights Reserved 16

0.5 hrs 160 hrs 8 hrs 8 hrs

120 hrs` 280 hrs 240 hrs

100 hrs

8 hrs 2 hrs

1. Identify the actions taken in the value stream 2. What was the real time from start to finish of the action? 3. What was the average time working on this vs working on other things?

Approve

.1 / 7.9 hrs

Request

0.5 / 0.0 hr

Reqts

60 / 100 hrs

Sign Off

1 / 7 hrs

Review

2 / 0 hrs

Deploy

3 / 5 hrs

Analysis

40 / 600 hrs

Design

40 / 80 hrs

Code

80 / 200 hrs

Test

40 / 200 hrs

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

9

© Copyright Net Objectives, Inc. All Rights Reserved 17

80 hrs 320 hrs 80 hrs 320 hrs

80 hrs

160 hrs 80 hrs 80 hrs 80 hrs

1. Identify the actions taken in the value stream 2. What was the real time from start to finish of the action? 3. What was the average time working on this vs working on other things? 4. Identify time between actions

0.5 hrs 160 hrs 8 hrs 8 hrs

120 hrs` 280 hrs 240 hrs

100 hrs

8 hrs 2 hrs

Approve

.1 / 7.9 hrs

Request

0.5 / 0.0 hr

Reqts

60 / 100 hrs

Sign Off

1 / 7 hrs

Review

2 / 0 hrs

Deploy

3 / 5 hrs

Analysis

40 / 600 hrs

Design

40 / 80 hrs

Code

80 / 200 hrs

Test

40 / 200 hrs

© Copyright Net Objectives, Inc. All Rights Reserved 18

80 hrs 320 hrs 80 hrs 320 hrs

80 hrs

160 hrs 80 hrs 80 hrs 80 hrs

0.5 hrs 160 hrs 8 hrs 8 hrs

120 hrs` 280 hrs 240 hrs

100 hrs

8 hrs 2 hrs

1. Identify the actions taken in the value stream 2. What was the real time from start to finish of the action? 3. What was the average time working on this vs working on other things? 4. Identify time between actions 5. Identify any loop backs required

65% defective Repeat 3X

20% rejected Repeat 1X

Approve

.1 / 7.9 hrs

Request

0.5 / 0.0 hr

Reqts

60 / 100 hrs

Sign Off

1 / 7 hrs

Review

2 / 0 hrs

Deploy

3 / 5 hrs

Analysis

40 / 600 hrs

Design

40 / 80 hrs

Code

80 / 200 hrs

Test

40 / 200 hrs

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

10

© Copyright Net Objectives, Inc. All Rights Reserved 19

1. Identify the actions taken in the value stream 2. What was the real time from start to finish of the action? 3. What was the average time working on this vs working on other things? 4. Identify time between actions 5. Identify any loop backs required 6. Calculate Process Cycle Efficiency:

80 hrs 320 hrs 80 hrs 320 hrs

80 hrs

160 hrs 80 hrs 80 hrs 80 hrs

0.5 hrs 160 hrs 8 hrs 8 hrs

120 hrs` 280 hrs 240 hrs

100 hrs

8 hrs 2 hrs

65% defective Repeat 3X

20% rejected Repeat 1X

Avg Time Worked Total Cycle Time

PCE = = 14.9% 509 hrs

3433 hrs

509 hrs

3433 hrs

Avg Time Worked Total Cycle Time

Approve

.1 / 7.9 hrs

Request

0.5 / 0.0 hr

Reqts

60 / 100 hrs

Sign Off

1 / 7 hrs

Review

2 / 0 hrs

Deploy

3 / 5 hrs

Analysis

40 / 600 hrs

Design

40 / 80 hrs

Code

80 / 200 hrs

Test

40 / 200 hrs

Approve .1 / 7.9 hrs

Request 0.5 / 0.0 hrs

Reqts 60 / 100 hrs

Sign Off 1 / 7 hrs

Review 2 / 0 hrs

Deploy 3 / 5 hrs

Analysis 40 / 60 hrs

Design 40 / 80 hrs

Code 80 / 200 hrs

Test 40 / 200 hrs

0.5 hrs 160 hrs 8 hrs 8 hrs

120 hrs 280 hrs 240 hrs

100 hrs

8 hrs 2 hrs

320 hrs 80 hrs 320 hrs 80 hrs

160 hrs 80 hrs 80 hrs

65% defective Repeat 3X

20% rejected Repeat 1X

80 hrs

80 hrs

© Copyright Net Objectives, Inc. All Rights Reserved 20

hand-offs

bottlenecks

information delay

untested code

unread requirements

transaction related

coordination related

finding

redoing

reworking

waiting

delay is

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

11

© Copyright Net Objectives, Inc. All Rights Reserved 21

80 hrs 320 hrs 80 hrs 320 hrs

80 hrs

160 hrs 80 hrs 80 hrs 80 hrs

0.5 hrs 160 hrs 8 hrs 8 hrs

120 hrs` 280 hrs 240 hrs

100 hrs

8 hrs 2 hrs

Approve

0.5 / 0.0 hrs

Request

0.5 / 0.0 hr

Reqts

0.5 / 0.0 hrs

Sign Off

0.5 / 0.0 hrs

Review

0.5 / 0.0 hrs

Deploy

0.5 / 0.0 hrs

Analysis

0.5 / 0.0 hrs

Design

0.5 / 0.0 hrs

Code

0.5 / 0.0 hrs

Test

0.5 / 0.0 hrs

65% defective Repeat 3X

20% rejected Repeat 1X

0.5 hrs 160 hrs 8 hrs 8 hrs

120 hrs 280 hrs 240 hrs

100 hrs

8 hrs 2 hrs

320 hrs 80 hrs 320 hrs 80 hrs

160 hrs 80 hrs 80 hrs

65% defective Repeat 3X

20% rejected Repeat 1X

80 hrs

80 hrs

Eliminating delays between

what you do

Getting better at what you do

Which gives a better return?

© Copyright Net Objectives, Inc. All Rights Reserved 22

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

12

© Copyright Net Objectives, Inc. All Rights Reserved 23

Time Available for New Features

Time to add new functionality

Years in future

Current

Time Spent Fixing Bugs Within and Across Systems

??? Years?

% o

f ca

pac

ity

Maximum capacity of the team

© Copyright Net Objectives, Inc. All Rights Reserved 24

legacy organization: matrix resources to projects

Project 1

Project 2

Project 3

Project 4

Project N

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

13

© Copyright Net Objectives, Inc. All Rights Reserved 25

let’s create a pilot project

Project 1

Project 2

%

Project 3

Project 4

Project N

Business Analyst, Architect, Usability Expert, Developer, Developer, Tester, Project Manager

Expert

Experience has shown that if you create a cross-functional co-located team you will improve 3x without changing your process.

Project 2

© Copyright Net Objectives, Inc. All Rights Reserved 26

First Order Solution

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

14

© Copyright Net Objectives, Inc. All Rights Reserved 27

Leaves Several Problems

How do we handle dependencies?

How do we handle product portfolio

management?

How do we feed the teams?

How do we best integrate?

What do we do with those that don’t

quite fit the model?

© Copyright Net Objectives, Inc. All Rights Reserved 28

Lean Changes Our View Tells us to look at the workflow, not the people We can’t manage it if we don’t see it Managing indirectly is not as powerful as managing it directly

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

15

© Copyright Net Objectives, Inc. All Rights Reserved 29

The Ideal Scrum Solution

© Copyright Net Objectives, Inc. All Rights Reserved 30

Why is this so hard to achieve?

Ignoring that it may be difficult to have one team build the entire product, there is still the problem of sharing particular people.

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

16

© Copyright Net Objectives, Inc. All Rights Reserved 31

What We Need to Do

• Identify, size, sequence work • Allocate our people to most important work • Don’t start what you can’t finish • Organize into teams and manage flow • Avoid interruptions coming from outside of business drivers • Avoid delays by:

• managing work in process • automating testing • Keeping teams in cadence • Continuously integrating • Drive from business alue

© Copyright Net Objectives, Inc. All Rights Reserved 32

A proven, publicly-facing framework for applying Lean and Agile practices at enterprise scale.

Scaled Agile Framework ®

w w w . S c a l e d A g i l e F r a m e w o r k . c o m

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

17

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 33

lean thinking provides the tools we need

Respect for

People

Product

Development

Flow

Kaizen

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 34

Goal: Speed, Value, Quality

THE GOAL

Sustainably shortest lead time

Best quality and value to people and society

Most customer delight, lowest cost, high morale, safety

All we are doing is looking at the timeline, from the where the customer gives us an order to where we collect the cash. And we are reducing the time line by reducing the non-value added wastes.

– Taiichi Ohno Agile is about delivering incremental business value, not team iterations

Alan Chedalawada

Most software problems will exhibit themselves as a delay. – Al Shalloway

Respect for

People

Product

Development

Flow

Kaizen

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

18

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 35

respect for people

Develop individuals and teams; they build products

Empower teams to continuously improve

Build partnerships based on trust and mutual respect

Your customer is whoever consumes your work

Don’t trouble them

Don't overload them

Don't make them wait

Don't impose wishful thinking

Don't force people to do wasteful work

Equip your teams with problem-solving tools

Form long-term relationships based on trust

Respect for

People

Product

Development

Flow

Kaizen

PEOPLE

© Copyright Net Objectives, Inc. All Rights Reserved 36

Provide quality systems within which people can work

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

19

© Copyright Net Objectives, Inc. All Rights Reserved 37

Lean-Agile Software Development

Optimize to realize business value…

not just to improve development work.

Key Principles

Implement lean across

– an entire value stream – the complete product

Optimize the Whole

© Copyright Net Objectives, Inc. All Rights Reserved 38

Lean-Agile Software Development

Only work on things of value and that you know how to achieve.

Only start work that you know you can complete.

Key Principles

Not working on the most important things

Poor collaboration

Delays in workflow

Delays in feedback

Duplicate efforts

Re-learning

Technical Debt

Eliminate Waste

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

20

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 39

product development flow

1. Take an economic view

2. Actively manage queues

3. Understand and exploit variability

4. Reduce batch sizes

5. Apply WIP constraints

6. Control flow under uncertainty: cadence and synchronization

7. Get feedback as fast as possible

8. Decentralize control

Reinertsen, Don. Principles of Product Development Flow

Respect for

People

Product

Development

Flow

Kaizen

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 40

kaizen

BECOME RELENTLESS IN:

Reflection

Continuous improvement as an enterprise value

A constant sense of danger

Small steady, improvements

Consider data carefully, implement change rapidly

Reflect at milestones to identify and improve shortcomings

Use tools like retrospectives, root cause analysis, and value stream mapping

Protect the knowledge base by developing stable personnel and careful succession systems

Respect for

People

Product

Development

Flow

Kaizen

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

21

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 41

Scaled Agile Framework ®

w w w . S c a l e d A g i l e F r a m e w o r k . c o m

Business Value Chunk

Minimal Business

Increment

Release Plan

(Features)

Team Backlogs (Stories)

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 42

Scaled Agile Framework ®

w w w . S c a l e d A g i l e F r a m e w o r k . c o m

Teams work in cadence

Develop on cadence, deliver on demand

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

22

© Copyright Net Objectives, Inc. All Rights Reserved 43

Agility is about Business Value Increments not development cycles

© Copyright Net Objectives, Inc. All Rights Reserved 44

a system of delivering business value

A system is a network of interdependent components that work together to try to accomplish the aim of the system.

A system must have an aim. Without an aim, there is no system.

W. Edwards Deming

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

23

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 45

drive from the portfolio

Portfolio Vision gives the system an aim Centralized strategy, decentralized execution Investment themes provide operating budgets for trains Kanban systems provide portfolio visibility and WIP limits Objective metrics support governance and kaizen Value description via Business and Architectural epics

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 46

alignment more value is created with overall alignment than with local excellence. – Don Reinertsen

Clear content authority

Face-to-face planning

Aligned Team, Program and Business Owner objectives

Cross-team and cross-program coordination

Architecture and UX guidance

Match demand to throughput

Alig

nm

ent

Business Owners

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

24

© Copyright Net Objectives, Inc. All Rights Reserved 47

systems must be managed

A system must be managed. It will not manage itself. Left to themselves, components become selfish, competitive, independent profit centers, and thus destroy the system… The secret is cooperation between components toward the aim of the organization.

W. Edwards Deming

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 48

the program level drives the teams Self-organizing, self-managing team-of-agile-teams Continuous value delivery Aligned to a common mission via a single backlog Common sprint lengths and estimating Face-to-face planning cadence for collaboration, alignment, synchronization, and assessment Value description via Features and Benefits

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

25

© Copyright Net Objectives, Inc. All Rights Reserved 49

alignment, synchronization, and cadence

Todays’ development processes typically deliver information asynchronously in large batches. Flow based processes deliver information in a regular cadence of small batches.

Don Reinertsen

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 50

Develop on Cadence, Deliver on Value Development occurs on a fixed cadence.

The business decides when value is released.

Deliver on Demand

Major Release Customer

Upgrade Customer Preview

Major Release New

Feature

Develop on Cadence

PSI PSI PSI PSI PSI

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

26

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 51

program execution Agile Release Trains – self-organizing teams of agile teams – reliably and frequently deliver enterprise value

Driven by vision and roadmap

Lean, economic prioritization

Frequent, quality deliveries

Fast customer feedback

Fixed, reliable cadence

Regular inspect and adapt drives continuous improvement

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 52

nothing beats an agile team • Empowered, self-organizing, self-managing cross-functional teams

• Valuable, fully-tested software increments every two weeks

• Scrum project management practices and XP-inspired technical practices

• Teams operate under program vision, system, architecture and user experience guidance

• Value description via User Stories

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

27

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 53

transparency transparency builds confidence, alignment and trust

All backlogs and progress visible to all stakeholders

Objective reporting based on working, tested, evaluated code

Everyone understands backlog, capacity, velocity, WIP

Management leads and fosters open environment

Tran

spar

ency

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 54

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

28

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 55

leading knowledge workers Workers are knowledge workers if they are more knowledgeable about the work they perform than their bosses.

Peter Drucker

Workers themselves are best placed to make decisions about how to perform their work and how to modify their processes

To effectively lead, the workers must be heard and respected

Knowledge workers have to manage themselves. They have to have autonomy.

Continuing innovation has to be part of their work, and their responsibility

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 56

foundation: leadership

Take responsibility for Lean-Agile success

Understand and teach Lean-Agile behaviors

Are trained in practices and tools of continuous improvement

Teach problem solving and corrective action

See with their own eyes. “No useful improvement was ever invented at a desk.”

Managers develop people. People develop solutions.

Respect for

People

Product

Development

Flow

Kaizen

Management is trained and exhibits lean thinking

Bases decisions on this long term philosophy

Lean Thinking Manager-Teachers

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

29

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved. 57

Conclusion

The foundation of Lean is leadership

The foundation of SAFe is YOU

© Copyright Net Objectives, Inc. All Rights Reserved 58

Next Steps Browse the framework

www.scaledagileframe.com

Read the book

Agile Software Requirements

Check out www.netobjectives.com/safe

Take a course

Leading SAFe in Atlanta, Charlotte, Dallas Milwaukee, Raleigh, San Jose, Seattle, Washington DC

Accelerate value delivery with your first Agile Release Train

Contact Net Objectives (see next slide)

Join the community at community.ScaledAgile.com

Become a SAFe Lean Thinking

Manager-Teacher

Launch Agile Release Trains

Leverage the Community

Join the community at community.ScaledAgile.com

Leverage the Community

copyright 2014. Net Objectives, Inc. All Rights Reserved

Executive Guide to SAFe 24 July 2014

30

© Copyright Net Objectives, Inc. All Rights Reserved 59

Agile at Scale consulting and implementation for a decade.

The premier provider of SAFe-related consulting and training.

The primary contributors to the materials in the SAFe code quality section.

Net Objectives

Technical Training

Design Patterns ATDD / TDD Emergent Design Scrum/XP

SAFe-Related Services

SPC Training Leading SAFe with Net Objectives Extensions Portfolio Management Product Manager and Product Owner Training SAFe Kanban SAFe consulting

Al Shalloway email: [email protected] Twitter tag @alshalloway Register at www.netobjectives.com/register to receive notices of monthly webinars See www.netobjectives.com/resources See upcoming Leading SAFe courses at www.netobjectives.com/events

Thank You