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Waterfall to Agile: Flipping the Switch
Bhushan Gupta
Nike Inc.
October 9, 2012
Disclaimer
This presentation is This presentation is NOTNOT a a recommendationrecommendation to switch from to switch from Waterfall to Agile. It is an analysis of team dynamics if you Waterfall to Agile. It is an analysis of team dynamics if you are considering to switch or have already switched. The are considering to switch or have already switched. The author would like to share his experiences which you may author would like to share his experiences which you may find helpful in making the change decision.find helpful in making the change decision.
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Agenda
� Comparison between Waterfall and Agile� Personality - Types vs. Traits� Role changes for team players� Making the transition � ConclusionsConclusions� Q&A
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Waterfall vs. Agile
WaterfallWaterfall�� Big Bang ApproachBig Bang Approach�� Well planned Well planned
checkpoints and checkpoints and MilestonesMilestones
�� Planned but limited Planned but limited
AgileAgile�� Incremental ApproachIncremental Approach�� Planned iterationsPlanned iterations
�� OnOn--going customer going customer interactionsinteractions�� Planned but limited Planned but limited
customer interactionscustomer interactions�� Throw code over the Throw code over the
wall to QAwall to QA�� Break the codeBreak the code�� Gold plating Gold plating –– adding adding
bells and whistlesbells and whistles
interactionsinteractions�� Lets work together with Lets work together with
QA engineersQA engineers
�� Help them fix itHelp them fix it�� Get more story pointsGet more story points
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Goal of a Software Delivery Team
Deliver a software product with intended Deliver a software product with intended qualityquality on a planned on a planned scheduleschedule that meets a predefined that meets a predefined scopescope using allocated using allocated resourcesresources..
Scope
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
ResourcesSchedule
Quality
TEAM
The Change Process
Adaptation Adaptation –– team has team has decided to changedecided to change�� Changing overtime Changing overtime �� Changing overnightChanging overnight
Mandate Mandate –– management management has forced the changehas forced the change�� Changing OvernightChanging Overnight
External Entities
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External EntitiesVendors, Service Providers
Change Preparation
TrainingTraining�� normally fast pace, a few daysnormally fast pace, a few days�� How to build epics, stories, backlog prioritization, toolsHow to build epics, stories, backlog prioritization, tools�� Some high level processesSome high level processes
What gets overlooked? What gets overlooked?
The team dynamics.The team dynamics.The team dynamics.The team dynamics.
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Personality Types – Type A and Type B
• Achievement oriented• Impatient
• Easy going• Relaxed
Bhushan Gupta, Nike Inc., Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.combhushan.gupta@nike,.com
Personality Traits
Grouping by tendencies:Grouping by tendencies:
�� Neuroticism Neuroticism –– experience unpleasant emotions easilyexperience unpleasant emotions easily�� Extraversion Extraversion –– seek simulation and enjoy companyseek simulation and enjoy company�� Conscientiousness Conscientiousness –– selfself--discipline, competence, organizeddiscipline, competence, organizedConscientiousness Conscientiousness –– selfself--discipline, competence, organizeddiscipline, competence, organized�� Agreeableness Agreeableness –– compassionate towards otherscompassionate towards others�� Openness to Experience Openness to Experience –– enjoy new experience and Ideasenjoy new experience and Ideas�� Cognitive Cognitive –– analytical, abstract level thinkinganalytical, abstract level thinking
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Key Players in Software Development
�� CustomerCustomer�� Product Owner (Product Owner (equivalent to Marketing Managerequivalent to Marketing Manager))�� Scrum Master (Scrum Master (equivalent of Project/Program Managerequivalent of Project/Program Manager))�� Development TeamDevelopment TeamDevelopment TeamDevelopment Team�� Quality Assurance Team Quality Assurance Team �� Build and Deployment TeamBuild and Deployment Team
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
AgileProvide prioritized storiesFor each iteration:
•Provide acceptancecriteria
•Validate test approach/testscenarios
Team Transition – Customer/Customer Surrogate
WaterfallWaterfall�� Provide and align on Provide and align on
requirementsrequirements�� Accept productAccept product�� Undergo trainingUndergo training
Product Owner+
Scrum Master
scenarios•Accept release•Undergo training
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Surrogate
Driver+
Analytical
AgileDeliver value in each iteration: •Align/Adjust backlog•Be cognizant of customer
perspective
Team Transition – Product Owner
WaterfallWaterfall�� Facilitate requirements Facilitate requirements
gatheringgathering�� Assure requirements Assure requirements
understandingunderstanding�� Finalize product Finalize product
requirementsrequirements�� Assure deliveryAssure delivery
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Type A
ExtraversionConscientiousness
Agreeableness
AgileOrchestrate high value deliveryUnderstand business and
technical issue Be able to remove road blocksMaintain trusting relationship
Team Transition – Scrum Master (the BACKBONE)
WaterfallWaterfall�� Manage scheduleManage schedule�� Achieve checkpoints Achieve checkpoints
and milestonesand milestones�� Assure deliveryAssure delivery(Project / Program (Project / Program Maintain trusting relationship(Project / Program (Project / Program
Manager)Manager)
Bhushan Gupta, Nike Inc., Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.combhushan.gupta@nike,.com
ExtraversionConscientiousnessAgreeablenessOpenness Humble and trusting
Agile•Develop product one story at a
time•Design / refactor as often as
necessary•Collaborate with others to
produce a quality story•Strive for story point and not
Team Transition – Development Team
WaterfallWaterfall�� Architect / design to Architect / design to
requirementsrequirements�� Code to requirementsCode to requirements�� Add bells and whistlesAdd bells and whistles •Strive for story point and not
for bells and whistles•Integrate often
Bhushan Gupta, Nike Inc., Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.combhushan.gupta@nike,.com
Neuroticism: LowExtraversion: MediumConscientiousness: MediumOpenness To Experience: HighCognitive Capability: HighAgreeableness : High
Extraversion: HighOpenness : HighConscientiousness: Very HighCognition: High
Agile•Understand each story – one
story at a time•Develop test cases from
acceptance criteria•Test story and submit defects•Support defect resolution
Team Transition – Quality Assurance Team
WaterfallWaterfall�� Write test plan Write test plan �� Develop test CaseDevelop test Case�� Test and submit Test and submit
defectsdefectsAssess quality Assess quality •Support defect resolution
•Collaborate with development team
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Neuroticism: LowExtraversion: MediumConscientiousness: MediumOpenness To Experience: HighCognitive Capability: HighAgreeableness : High
Extraversion: Very HighOpenness : Very HighAgreeableness: High
�� Assess quality Assess quality
AgileBuild and Deploy in each sprintShorter time to get it right Consistency and repeatability Highly
Team Transition – Build and Deployment
WaterfallWaterfall�� BingBing--Bang ApproachBang Approach�� Get it right in a short Get it right in a short
timetime
repeatability Highly Automated
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Neuroticism: LowExtraversion: MediumConscientiousness: MediumOpenness To Experience: HighCognitive Capability: HighAgreeableness : High
Extraversion: MediumCognitive capability: Very highConscientiousness: MediumAgreeableness: Very High
Making Transition – Evaluate Need and Potential
�� Return on InvestmentReturn on Investment�� Reduced costReduced cost�� Shorter ScheduleShorter Schedule�� Better QualityBetter Quality�� Magnitude of DeltaMagnitude of Delta
�� Speed of Transition Speed of Transition �� Speed of Transition Speed of Transition �� Adaptation vs. Total ImmersionAdaptation vs. Total Immersion
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Evaluate Team Characteristics
Peer Peer EvaluationEvaluationCommitment to Change Commitment to Change –– Pushback, Passive Resistance Pushback, Passive Resistance
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Cognitive
Conscientious
Extraversion Openness
Agreeable
Making Transition
�� Management Understands Change ImpactManagement Understands Change Impact�� Mentoring and Coaching available until change has taken a Mentoring and Coaching available until change has taken a
holdhold�� External entities are committed to support the changeExternal entities are committed to support the change�� Measuring Success Measuring Success ––
�� Reduced resistanceReduced resistanceActive participation in ScrumActive participation in Scrum�� Active participation in ScrumActive participation in Scrum
�� Genuine effort level Genuine effort level
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Conclusion
�� Waterfall and Agile development methodologies are vastly Waterfall and Agile development methodologies are vastly differentdifferent
�� Switch only if there is an ROISwitch only if there is an ROI�� Consider adaptation as opposed to immersion if possibleConsider adaptation as opposed to immersion if possible�� Team needs to posses certain characteristics to make agile Team needs to posses certain characteristics to make agile
successfulsuccessfulTeam should evaluate itself and make an effort to have right Team should evaluate itself and make an effort to have right �� Team should evaluate itself and make an effort to have right Team should evaluate itself and make an effort to have right individuals in the key rolesindividuals in the key roles
�� Personal changes will be requiredPersonal changes will be required�� Measure successMeasure success
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com
Thanks!Thanks!
Q&A
Thanks!Thanks!Questions?Questions?
Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com Bhushan Gupta, Nike Inc., bhushan.gupta@nike,.com