SCALING LEAN: PROJECT, PROGRAM, PORTFOLIO
JEFF GOTHELF / @JBOOGIE / [email protected]
GOTHELF.CO / @JBOOGIE
AT THE CORE OF CONTINUOUS LEARNING IS EXPERIMENTATION & HUMILITY
GOTHELF.CO / @JBOOGIE
AND YET, IN THE ENTERPRISE, IT’S ALL AGILE & LEAN (LANGUAGE)
GOTHELF.CO / @JBOOGIE
AND YET, IN THE ENTERPRISE, IT’S ALL AGILE & LEAN (LANGUAGE)
GOTHELF.CO / @JBOOGIE
WHY DOES LEAN SEEM TO BREAK AT SCALE?Established corporations are too concerned about tarnishing their brand with an MVP
— David Baldie (@DavidBaldie)
Process. Everything has a process and 85 approvals and a mysterious “they” blocking anything that’s not the old way.— Emily Tate (@thedailyem)
"Good enough" doesn't get respected as viable option to SHIP IT! — Jeremy Caverly (@JeremyCee)
Silo'ed managers unwilling to release team members — Dan Weingrod (@dweingrod)
Valuing business need over user need (not realizing they are the same thing) — Simeon Poulin (@simeon_P)
"To approve that we need to see a detailed plan and cost benefit analysis, and you must commit to specific deadlines and targets." — John Waterworth (@jwaterworth)
"We already know what we need to do. Why do we need to waste time 'learning'?"— John Waterworth (@jwaterworth)
GOTHELF.CO / @JBOOGIE
SEVERAL WAYS TO THINK ABOUT SCALING
PROJECTHow do we incorporate more learning into each initiative?
GOTHELF.CO / @JBOOGIE
SEVERAL WAYS TO THINK ABOUT SCALING
PROJECTHow do we incorporate more learning into each initiative?
PROGRAMHow do we coordinate multiple discovery/delivery efforts focused on the same goal?
GOTHELF.CO / @JBOOGIE
SEVERAL WAYS TO THINK ABOUT SCALING
PROJECTHow do we incorporate more learning into each initiative?
PROGRAMHow do we coordinate multiple discovery/delivery efforts focused on the same goal?
PORTFOLIOHow do we coordinate multiple programs, enforce governance and meet shareholder expectations?
GOTHELF.CO / @JBOOGIESCALING CHALLENGES AT EACH LEVEL
PROJECT•Optimizing for throughput (velocity)
•Parallel path discovery & delivery
•No autonomy to make decisions
•Incremental, not iterative
•Perceived risk to brand/current customers
PROGRAM PORTFOLIO
GOTHELF.CO / @JBOOGIESCALING CHALLENGES AT EACH LEVEL
PROJECT•Optimizing for throughput (velocity)
•Parallel path discovery & delivery
•No autonomy to make decisions
•Incremental, not iterative
•Perceived risk to brand/current customers
PROGRAM PORTFOLIO•Cross-team coordination
•Knowledge management
•Legacy systems
•Offshoring
•Distributed teams
GOTHELF.CO / @JBOOGIESCALING CHALLENGES AT EACH LEVEL
PROJECT•Optimizing for throughput (velocity)
•Parallel path discovery & delivery
•No autonomy to make decisions
•Incremental, not iterative
•Perceived risk to brand/current customers
PROGRAM PORTFOLIO•Cross-team coordination
•Knowledge management
•Legacy systems
•Offshoring
•Distributed teams
•Discipline & business unit silos
•IT as a service provider
•Business value > customer value
•Annual planning
•Incentive structure
•Governance
•Conway’s Law but in reverse
GOTHELF.CO / @JBOOGIE
THERE ARE NO SHORTAGE OF RECIPES
I can see myself in the picture. So I like it!
GOTHELF.CO / @JBOOGIE
SCALING PRINCIPLES, NOT PROCESSES
“Process brings seductively strong near-term outcomes.”
- Netflix culture presentation (2009)
GOTHELF.CO / @JBOOGIE
TACTIC: MANAGE TO OKR’S
OBJECTIVE•Qualitative
•Inspirational
•Time bound
•Actionable by the team independently (particularly relevant in the enterprise)
KEY RESULTS
@CWODTKE
GOTHELF.CO / @JBOOGIE
TACTIC: MANAGE TO OKR’S
OBJECTIVE•Qualitative
•Inspirational
•Time bound
•Actionable by the team independently (particularly relevant in the enterprise)
KEY RESULTS• Quantifiable
• How will we know we’ve met our objective?
• Difficult, not impossible
• Cascade down
• Rhythmic
@CWODTKE
GOTHELF.CO / @JBOOGIE
TACTIC: MANAGE TO OKR’S @CWODTKE
EXAMPLE OF OBJECTIVE: BE THE DOMINANT PLATFORM FOR CAR DEALER INVENTORY MANAGEMENT BY Q4 2016
EXAMPLE OF KEY RESULT: 50% OF ALL INDEPENDENT DEALERS ARE OUR USERSEXAMPLE OF KEY RESULT: 6 OF THE TOP 10 CARMAKERS MANDATE OUR PLATFORM FOR THEIR DEALERSHIPSEXAMPLE OF KEY RESULT: 40% OF AUTO AUCTION HOUSES USING OUR INVENTORY API
GOTHELF.CO / @JBOOGIE
TACTIC: EVIDENCE-BASED QUARTERLY PLANNING
SHIP
SENSERESPOND Q1: OKR’S
GOTHELF.CO / @JBOOGIE
TACTIC: EVIDENCE-BASED QUARTERLY PLANNING
SHIP
SENSERESPOND Q1: OKR’S
STAKEHOLDERS
EVERY QUARTER
$/€/£
GOTHELF.CO / @JBOOGIE
TACTIC: EVIDENCE-BASED QUARTERLY PLANNING
SHIP
SENSERESPOND Q1: OKR’S
STAKEHOLDERS
EVERY QUARTER
$/€/£$/€/£
NEW OKR
GOTHELF.CO / @JBOOGIE
TACTIC: HORIZON PLANNING
Source: McKinsey, Intuit, et al
THREE TIME HORIZONS TO MEASURE PROGRESS
GOTHELF.CO / @JBOOGIE
TACTIC: HORIZON PLANNING
Source: McKinsey, Intuit, et al
THREE TIME HORIZONS TO MEASURE PROGRESSHORIZON 3: SHORT TERM
GOTHELF.CO / @JBOOGIE
TACTIC: HORIZON PLANNING
Source: McKinsey, Intuit, et al
THREE TIME HORIZONS TO MEASURE PROGRESS
• Customer-related questions to answer: Is there a need? Can we find a solution that meets that need?HORIZON 3: SHORT TERM
GOTHELF.CO / @JBOOGIE
TACTIC: HORIZON PLANNING
Source: McKinsey, Intuit, et al
THREE TIME HORIZONS TO MEASURE PROGRESS
• Customer-related questions to answer: Is there a need? Can we find a solution that meets that need?HORIZON 3: SHORT TERM
HORIZON 2: MID TERM
GOTHELF.CO / @JBOOGIE
TACTIC: HORIZON PLANNING
Source: McKinsey, Intuit, et al
THREE TIME HORIZONS TO MEASURE PROGRESS
• Customer-related questions to answer: Is there a need? Can we find a solution that meets that need?HORIZON 3: SHORT TERM
• Sustainability-related questions to answer: Is the market large enough/sustainable? Can we support growth?HORIZON 2: MID TERM
GOTHELF.CO / @JBOOGIE
TACTIC: HORIZON PLANNING
Source: McKinsey, Intuit, et al
THREE TIME HORIZONS TO MEASURE PROGRESS
• Customer-related questions to answer: Is there a need? Can we find a solution that meets that need?HORIZON 3: SHORT TERM
• Sustainability-related questions to answer: Is the market large enough/sustainable? Can we support growth?HORIZON 2: MID TERM
HORIZON 1: LONG TERM
GOTHELF.CO / @JBOOGIE
TACTIC: HORIZON PLANNING
Source: McKinsey, Intuit, et al
THREE TIME HORIZONS TO MEASURE PROGRESS
• Customer-related questions to answer: Is there a need? Can we find a solution that meets that need?HORIZON 3: SHORT TERM
• Sustainability-related questions to answer: Is the market large enough/sustainable? Can we support growth?HORIZON 2: MID TERM
• Growth-related questions to answer: How do we scale? How do we continuously improve? How do we stay competitive?HORIZON 1: LONG TERM
GOTHELF.CO / @JBOOGIE
TACTIC: GET CREATIVE WITH EXPERIMENTS
Source: @evolvable, @tyro
GOTHELF.CO / @JBOOGIE
TACTIC: GET CREATIVE WITH EXPERIMENTS
Source: @evolvable, @tyro
GOTHELF.CO / @JBOOGIE
TACTIC: “ORBITAL MODEL” FOR SUPPORT OUTSIDE OF PRODUCT DEVELOPMENT
GOTHELF.CO / @JBOOGIE
TACTIC: “ORBITAL MODEL” FOR SUPPORT OUTSIDE OF PRODUCT DEVELOPMENT
CORE TEAM
LEGAL
BRAND
MARKETING
GOTHELF.CO / @JBOOGIE
TACTIC: MODERNIZE TECH STACK
DevOps is a culture, movement or practice that emphasizes the collaboration and communication of both software developers and other information-technology (IT) professionals while automating the process of software delivery and infrastructure changes. It aims at establishing a culture and environment where building, testing, and releasing software, can happen rapidly, frequently, and more reliably.
- Wikipedia
GOTHELF.CO / @JBOOGIE
TACTIC: MODERNIZE TECH STACK
Source: @billwscott (slideshare)
GOTHELF.CO / @JBOOGIE
TACTIC: MODERNIZE TECH STACK
Source: @billwscott (slideshare)
GOTHELF.CO / @JBOOGIE
THIS IS A TOP-DOWN EFFORT
“Successful leaders embrace the reality that their models may be wrong or incomplete. Only when we admit what we don’t know can we ever hope to learn it.”
- Ed Catmull, CEO, Pixar
GOTHELF.CO / @JBOOGIE
LEAN PRINCIPLES THAT WORK AT ANY SCALE
PRINCIPLE #1: CUSTOMER VALUE = BUSINESS VALUEPRINCIPLE #2: VALUE LEARNING OVER DELIVERYPRINCIPLE #3: RADICAL TRANSPARENCYPRINCIPLE #4: HUMILITY IN ALL THINGS
GOTHELF.CO / @JBOOGIE
THANK YOU!JEFF GOTHELF / @JBOOGIE / [email protected]
NEW BOOK: SENSEANDRESPOND.CO (PRE-ORDER NOW)