Agility@Scale: Strategies for Scaling Agile Software Development
Timo Tenhunen has recently published his master's thesis, Challenges in Scaling Agile Software Development , and has been kind enough to make it available online. I suspect you'll find it to be an interesting read.
ScottAmbler 120000HESD Tags:  agile-scaling-model agileexec agility-at-scale whitepaper asm agile 8,085 Views
My new paper Scaling Agile: An Executive Guide is now available. As the title suggests the paper overviews how to scale agile strategies to meet your organization's unique needs.
The executive summary:
Agile software development is a highly collaborative, quality-focused approach to software and systems delivery, which emphasizes potentially shippable working solutions produced at regular intervals for review and course correction. Built upon the shoulders of iterative development techniques, and standing in stark contrast to traditional serial or sequential software engineering methods, agile software delivery techniques hold such promise that IBM has begun to adopt agile processes throughout its Software Group, an organization with over 25,000 developers. But how can practices originally designed for small teams (10-12) be “scaled up” for significantly larger operations? The answer is what IBM calls “agility@scale.”
There are two primary aspects of scaling agile techniques that you need to consider. First is scaling agile techniques at the project level to address the unique challenges individual project teams face. This is the focus of the Agile Scaling Model (ASM). Second is scaling your agile strategy across your entire IT department, as appropriate. It is fairly straightforward to apply agile on a handful of projects, but it can be very difficult to evolve your organizational culture and structure to fully adopt the agile way of working.
The Agile Scaling Model (ASM) defines a roadmap for effective adoption and tailoring of agile strategies to meet the unique challenges faced by a software and systems delivery team. Teams must first adopt a disciplined delivery lifecycle that scales mainstream agile construction techniques to address the full delivery process, from project initiation to deployment into production. Then teams must determine which agile scaling factors – team size, geographical distribution, regulatory compliance, domain complexity, organizational distribution, technical complexity, organizational complexity, or enterprise discipline, if any — are applicable to a project team and then tailor their adopted strategies accordingly to address their specific range of complexities.
When scaling agile strategies across your entire IT organization you must effectively address five strategic categories — the Five Ps of IT: People, principles, practices, process, and products (i.e., technology and tooling). Depending on your organizational environment the level of focus on each area will vary. What we are finding within many organizations, including IBM, is that the primary gating factor for scaling agile across your entire organization is your organization’s ability to absorb change.
Recently I visited a customer who had adopted Scrum. They were a few sprints, what Scrum calls iterations, into the project and were running into some difficulties. Although I was primarily brought in to educate senior management on disciplined agile software development, I was also asked to sit in on the team’s daily stand-up meeting so that I could hopefully provide some suggestions as to how to address the problems they were running into.
Their work area was fairly typical. They had some whiteboards which they were using for project planning and tracking, with sticky notes to indicate what work had been taken on by each team member. The current status of the task (not yet started, in progress, and completed) was indicated by putting each sticky note in a corresponding column for the status and corresponding column for the team member. This allowed everyone on the team to easily share their status and to see the status of everyone else. On the sides were sketches of the architecture as well as some business oriented models. In addition to Scrum the team had adopted several practices from Agile Modeling, in this case they had done some initial requirements envisioning and architecture envisioning, as well as practices from Extreme Programming (XP) for construction. In short, they had followed a fairly common strategy of combining practices from various agile methods.
This would have worked perfectly fine if they had tailored the practices to reflect the situation that they were in, but instead they adopted them "straight out of the book". First, the team was distributed, with most of the team in the location that I was visiting but some people located in two other distant cities. Therein was the source of most of their problems. The people at the other two locations weren’t getting much value out of the daily stand-up meetings, even though they would dial in, because they couldn’t see the project status information. Although people at this location were trying their best to represent these distant people in the daily stand-ups it wasn’t working well – their status information wasn’t being kept up to date and for some people it was a bit of mystery as to what they were actually working on at all.
This team also had 30 people in it, which isn’t a big deal although it can stretch the limits of the simple modeling and planning tools (in this case paper and whiteboards) that they were using. Because the team was larger they were investing a fair bit of time creating burn down charts at both the iteration/sprint and project levels. One of the unfortunate implications of using manual tools for project management is that any associated metric/status reporting in turn becomes manual as well. Considering how the agile community is so concerned with working efficiently, I find it comical that we have a tendency to overlook our own potentially unnecessary bureaucracy such as this.
The problem was that the team was applying strategies, in this case using sticky notes and whiteboards to capture the detailed iteration plan, applying similar strategies to capture key models, and were verbally relaying of status information between sub-teams. There are perfectly fine strategies for smaller co-located teams, but not so good for large or distributed teams. The solution was to recognize that they were in an Agility@Scale situation and needed to tailor their approach to reflect this fact. In this case they needed to forgo some of the manual tools and instead use electronic tooling such as Rational Team Concert (RTC) to share information across disparate locations, in particular the work assignment and corresponding status information. RTC also creates common agile reports such as burn-down charts based on the activities of the developers, providing accurate (nearly) real-time information while removing the burden of status reporting. The RTC project dashboard does more than just this, to see an actual example of one visit www.jazz.net to see the dashboard for the RTC development team itself. You can also see their actual work item list too, a more advanced version of Scrum’s product and sprint backlogs.[Read More]
Yesterday I was involved with a workshop around agile development at scale. At one point in the conversation we started talking about the relationship between cost and quality. Some of the people in the workshop were relatively new to agile and still believed the traditional theory that to build in high quality it costs more, sometimes substantially more. This does appear to be true on traditional waterfall projects, but some people were making the mistake that this was an "natural law of IT" which also must apply to agile project teams. I naturally jumped on that idea and described how agile developers have found that writing high quality code leads to lower development costs and shorter time to value, in direct contradiction to traditional theory. A few people struggled with the idea for a bit, and one was pretty adamant that in some cases the need for very high quality does in fact lead to greater cost and time. He talked about his experiences on large-scale Rational Unified Process(RUP) projects and in particular how some URPS (usability, reliability, performance, and supportability) requirements can increase your cost. At this point Per Kroll, co-author of Agility and Discipline Made Easy: Practices from OpenUP and RUP, jumped into the conversation and pointed out although higher quality does lead to lower cost in most cases, using Toyota's lean approach to manufacturing as an example, that the agile community didn't completely have the relationship between quality and cost completely correct. My spidey sense told me that a learning opportunity was coming my way.
Per and I had an offline discussion about this to explore what he'd been observing in practice. In most situation it appears to be the case that higher quality does in fact lead to lower costs and shorter time for delivery, something that Per and I had observed numerous times. This happens because high quality code is much easier to understand and evolve than low quality code -- the agile community has found that it is very inexpensive to write high quality code by following practices such as continuous integration, developer regression testing [or better yet test-driven development(TDD)], static code analysis, following common development conventions, and agile modeling strategies. When you "bake in" quality from the start through applying these techniques, instead of apply traditional techniques such as reviews and end-of-lifecycle testing (which is still valid for agile projects, but should not be your primary approach to testing) which have long feedback cycles and therefore prove costly in practice. But, as we've learned time and again, when you find yourself in more complex situations of Agility@Scale sometimes the mainstream agile strategies fall down. For example, in situations where the regulatory compliance scaling factor is applicable, particularly regulations around protecting human life (i.e. the FDA's CFR 21 Part 11), you find that some of the URPS requirements require a greater investment in quality which can increase overall development cost and time. This is particularly true when you need to start meeting 4-nines requirements (i.e. the system needs to be available 99.99% of the time) let alone 5-nines requirements or more. The cost of thorough testing and inspection can rise substantially in these sorts of situations.
In conclusion, it does seem to be true in the majority of situations, which is what the level 1 rhetoric focuses on, that higher quality leads to lower development costs. But at scale this doesn't always seem to hold true.
PS -- Sorry for the corny title, but a couple of days ago at the Rational Software Conference I had the pleasure of interviewing Jamie Hyneman and Adam Savage from the Discovery Channel's Mythbuster's show as part of the conference keynote. They're great guys, BTW, who have had a really positive impact on motivating children to be interested in science (apparently kids like to see stuff get blown up, go figure).[Read More]
It's customary to start a blog by describing the vision for it. Although this vision will undoubtedly evolve over time, it's always good to put a stake in the ground to get things started. Agile software development is clearly taking off and in my opinion is becoming the dominant development paradigm. Furthermore it appears that Agile approaches enjoy a higher success rate, providing better value for your IT investment, than do traditional approaches. Although organizations are succeeding at simpler projects with agile, many are struggling when applying Agile in more complex situations. They're finding that the "Agile rhetoric" doesn't always live up to its promises once you move into these complex situations. My goal with this blog is to share strategies for applying Agile techniques at scale.
When applying Agile strategies at scale you are likely to run into one or more of the following complexity factors:1. Geographical distribution. Is your team, including stakeholders, in different locations? Even being in different cubicles within the same building can erect barriers to communication, let alone being in different cities or even on different continents.2. Regulatory compliance. Regulations, including the Sarbanes-Oxley act, BASEL-II, and FDA statutes, to name a few, can increase the documentation and process burden on your projects. Complying to these regulations while still remaining as agile as possible can be a challenge.3. Entrenched policies, people, and processes. Most agile teams need to work within the scope of a larger organization, and that larger organization isn't always perfectly agile. Hopefully that will change in time, but we still need to get the job done right now. Your existing culture and organization can really hinder your ability to scale agile approaches, then a few "simple" changes can really help your efforts.4. Legacy systems. Although the politically correct term would be "proven assets" the reality is that it can be very difficult to leverage existing code and data sources due to quality problems. The code may not be well written, documented, or even have tests in place, yet that doesn't mean that your agile team should rewrite everything from scratch. Some legacy data sources are questionable at best, or the owners of those data sources difficult to work with, yet that doesn't given an agile team license to create yet another database.5. Organizational distribution. When your teams are made up of people working for different divisions, or if you have people from different companies (such as contractors, partners, or consultants), then your management complexity rises.6. Degree of governance. If you have one or more IT projects then you have an IT governance process in place. How formal it is, how explicit it is, and how effective it is will be up to you. IBM has been doing a lot of work in this topic over the past few years, and just recently Per Kroll and I have done some work around Lean Governance strategies. 7. Team size. Large teams will be organized differently than small teams, and they'll work differently too.8. System complexity. The more complex the system the greater the need for a viable architectural strategy. An interesting feature of the Rational Unified Process (RUP) is that it's Elaboration phase's primary goal is to prove the architecture via the creation of an end-to-end, working skeleton of the system. This risk-reduction technique is clearly a concept which Extreme Programming (XP) and Scrum teams can clearly benefit from.
It is definitely possible to scale Agile software development to meet the real-world complexities faced by modern organizations. Based on my experiences, I believe that over the next few years we'll discover that Agile scales better than traditional approaches. Many people have already discovered this, but as an industry I believe that there isn't yet sufficient evidence to state this as more than opinion. My goal with this blog is to provide advice for scaling Agile so as to increase your chances of success.
So, it looks like I have my work cut out for me. My strategy will be to address common questions which I get when working with customers and with internal IBM development teams. I have the privilege to work with a variety of software development teams worldwide, helping them to become more agile. They're all struggling with the same basic issues although don't recognize it because they're too focused on their own situation. So hopefully I'll be able to spread the word about what's actually working in practice.
I hope that you stay tuned.
- Scott[Read More]
ScottAmbler 120000HESD Tags:  tdd requirements design specification agileadopt agility-at-scale amdd testing 3 Comments 9,191 Views
Test-driven development (TDD) is a common agile programming technique which has both specification and validation aspects. With TDD, you specify your software in detail on a just-in-time (JIT) basis via executable tests that are run in a regression manner to confirm that the system works to your current understanding of what your stakeholders require.
TDD is the combination of test-first development (TFD) and refactoring. With TFD, you write a single test (at either the requirements level with customer/acceptance tests or the design level with developer tests) and then you write just enough software to fulfill that test. Refactoring is a technique where you make a small change to your existing code to improve its design without changing its semantics.
TDD offers several benefits:1. It enables you to take small, safe steps during development, increasing programmer productivity.2. It increases quality. Agile developers are doing more testing, and doing it more often, than ever before. We're also fixing the problems that we find right on the spot.3. It helps to push validation activities early in the lifecycle, decreasing the average cost to fix defects (which rises exponentially the longer it takes you to detect them).4. Through single sourcing information, by treating tests as both specifications and as tests, we reduce the work required, increasing productivity.5. We leave behind valuable, up-to-date, detailed specifications for the people who come after us. Have you ever met a maintenance programmer who wouldn't want a full regression test suite for the code that they're working with?
But TDD isn't perfect. Although TDD is great at specifying code at a fine-grain level, tests simply don't scale to address higher level business process and architectural issues. Agile Model Driven Development (AMDD) enables you to scale TDD through initial envisioning of the requirements and architecture as well as just-in-time (JIT) modeling at the beginning and during construction iterations. To scale requirements-level TDD, you must recognize that customer tests are very good at specifying the details, but not so good at providing overall context. High-level business process models, conceptual domain models, and use cases are good at doing so, and these work products are often created as part of your initial requirements envisioning and iteration modeling activities. Similarly, to scale design-level TDD you must recognize that developer tests are very finely grained but once again do not provide overall context. High-level architecture sketches created during envisioning activities help set your initial technical direction. During each construction iteration, you'll do more detailed design modeling to think through critical issues before you implement them via TDD.
You also need to scale the validation aspects of TDD. TDD is in effect an approach to confirmatory testing where you validate the system to the level of your understanding of the requirements. The fundamental challenge with confirmatory testing, and hence TDD, is that it assumes that stakeholders actually know and can describe their requirements. Therefore you need to add investigative testing practices which explore issues that your stakeholders may not have thought of, such as usability issues, system integration issues, production performance issues, security issues, and a multitude of others.
For further reading, I suggest:1. My article "Introduction to TFD/TDD" at http://www.agiledata.org/essays/tdd.html which overviews TDD.2. My February 2008 column in Dr. Dobb's Journal entitled "Scaling TDD" at http://www.ddj.com/architect/205207998 which explores this issue in detail. 3. Andrew Glover's article "In pursuit of code quality: Adventures in behavior-driven development" at http://www.ibm.com/developerworks/java/library/j-cq09187/ which describes a new-and-improved take on TDD called BDD.[Read More]
I recently wrote an "e-book" for Internet Evolution overviewing agile software development at scale. The goal of the Agility at Scale: Become as Agile as You Can Be ebook is to get people thinking outside of the box a bit when it comes to agile development strategies and see that they really are ready for primetime.
ScottAmbler 120000HESD Tags:  agility-at-scale xp outside-in-development modeling scrum disciplined-agile-deliver... agileadopt amdd analysis agile 3 Comments 9,988 Views
The popular Agile literature can often seam naive when it comes to how Agilists work with project stakeholders:- Extreme Programming (XP) has a practice called On-Site Customer where one or more people work closely with your team to provide information and to make decisions in a timely manner.- Scrum has the role of Product Owner who is the one single person that the development team goes to for decisions about requirements. - Agile Modeling (AM) has the practice of Active Stakeholder Participation which extends On-Site Customer to get the stakeholder(s) actively involved with the modeling effort through the use of inclusive tools and techniques.
These are great strategies for small, co-located teams doing straightforward development, but they quickly fall apart at scale. This occurs for several reasons:1. Stakeholders are a diverse group. Your stakeholders include end users, business management, project funders, enterprise architects, operations staff, support staff, other system development teams, and many others. Different people have different, and often contradictory, requirements and they certainly have different priorities. It's questionable whether a single person, or a handful of persons, can adequately represent this diverse group.2. One person becomes a bottleneck. Even with a small co-located team this is a problem, let alone one that is geographically distributed or one that is very large. There's no way that a single person can be available 24/7 in a responsive manner to support distributed teams.3. It's a difficult role. The Product Owner/Customer (POC) is responsible for representing the business to the development team. They're making important decisions on a regular basis, decisions which they'll be held accountable for.4. One person becomes a serious project risk. Not only is it questionable whether a single person can fairly represent all stakeholders, even if they could what happens if you lose that person? They effectively become a single point of failure for your team.
To scale this role, consider the following strategies:1. Recognize the true scope of the POC role. Not only are they stakeholder proxies they also are a development team representative to the stakeholder community as a whole. As stakeholder proxies they'll make decisions and prioritize the work, they'll run requirements elicitation sessions, they'll negotiate priorities, and they'll put the development team in contact with stakeholders who have expertise in specific aspects of the domain. As team representatives they'll often demo the current version of the system to other stakeholders, communicate the status of the project to people, and respond to various requests for information from the stakeholders.2. Have multiple people in it. A single POC works well for small, co-located teams developing simple software. At scale you'll soon discover that you need multiple people in this role so that they don't become a bottleneck. For distributed teams it's common to see each subteam have one or more POCs who are managed by a primary/chief POC. The primary POC typically works on the coordinating team with the chief architect (I'll talk about this role in a future blog posting) and the program manager (also a topic for a future blog posting).3. Train them in business analysis skills. The person(s) in the POC role need good business analysis skills. If fact, it's common for people who were formerly BAs for traditional teams to step into the POC role, particularly with BAs who originally come from the business side of your organization. This strategy has its advantages and disadvantages. As a BA they've likely got solid business knowledge but their instincts may motivate them to take a documentation-driven approach to providing information to the development team instead of a collaboration-based approach. Be careful.4. Consider the full system development lifecycle. There's far more to the POC role than supporting the development team during Construction iterations. During "Iteration 0", the Inception phase for an Agile RUP project or the warm-up phase for an Eclipse Way project, the POC(s) will often lead the initial requirements envisioning efforts. The product backlog, or better yet your work item list, needs to come from somewhere after all. During the release iteration(s), the Transition phase for RUP or the End-Game phase for Eclipse Way, the POC(s) will focus on communicating the upcoming release to the stakeholder community, will be actively involved with any final user acceptance testing (UAT), and may even be involved with training end users.
In my January 2008 column in Dr Dobb's Journal, posted at http://www.ddj.com/architect/204801134 , I provide detailed advice about how to scale the way that you work with stakeholders on Agile projects by applying the practices of Agile Model Driven Development (AMDD). There's no magic solution, you just need to choose to organize yourself effectively. The good news is that you can easily work with stakeholders at scale.[Read More]
ScottAmbler 120000HESD Tags:  distributed gdd agility-at-scale scaling-agile geographic-distribution sdcf 1 Comment 10,448 Views
I just wanted to round out my discussion about agile approaches to geographically distributed development (GDD) with a few important words of advice:1. Get some experience. Worry less about enterprise adoption and instead get started with a small project, or better yet a series of increasingly more complex projects. There will be learning experiences as you build a relationship with the offshore service provider. This advice is applicable whether you’re working with your own offshore division or with an independent service provider.2. Have a long-term staffing strategy. It may be great in the short term to have work done in a lower cost country, but how are you going to transfer the necessary skills to the maintenance and support team. Outsourcing that work is also an option, but it can be a risky one as you would need to build up expertise in “your” systems if you ever decide to insource that work again.3. Be concerned about intellectual property (IP). The rules are different around the world, and you may inadvertently be financing the creation of a new international competitor if you don’t have a clear division of ownership. And yes, this may mean that some components of your systems are still built internally by your own organization.4. Show off locally before you go global. GDD makes things harder to manage, so if you’re struggling to manage local teams you’re really going to struggle managing teams at a distance. Make sure you have local success first and are good at agile development in general. Furthermore, if your agile GDD projects run into trouble, don’t end your local agile adoption just because of difficulties with distributed projects.5. Let your offshore partners lead. The offshore partner likely has more experience than you at successful distributed development, and this is particularly true when you’re dealing with an established service provider.6. Do some reading. There’s a great IBM Redbook entitled “Global Development and Delivery in Practice: Experiences of the IBM Rational India Lab” which can be downloaded free of charge from http://www.redbooks.ibm.com/abstracts/sg247424.html7. Do some viewing. We recorded a Rational Chat a few months ago entitled "Being Agile in a Global Development Environment" which is posted at https://www14.software.ibm.com/webapp/iwm/web/reg/acceptSignup.do?lang=en_US&source=dw-c-wcsdpr&S_PKG=120607&S_TACT=105AGX23&S_CMP=TALKS&cp=UTF-8 . I also gave a keynote on Agile approaches to GDD at Software Development Practices 2007 held in Boston in the Autumn of 2007. The video can be downloaded free of charge from http://www.life20.net/video/scottambler.mov .[Read More]Modified by ScottAmbler
One of the scaling factors of the Agile Scaling Model (ASM) is technical complexity. The fundamental observation is that the underlying technology of solutions varies and as a result your approach to developing a solution will also need to vary. It’s fairly straightforward to achieve high-levels of quality if you’re building a new system from scratch on a known technology platform, but not so easy when there are several technologies, the technologies are not well known, or legacy assets are involved.
There are several potential technical complexities which a Disciplined Agile Delivery (DAD) team may face:
ScottAmbler 120000HESD Tags:  product-management discipilnedagiledelivery safe agility-at-scale testing agile scaled-agile agileexec agile-exec architecture 10,614 Views
I recently wrote a detailed article about Large Agile Teams that was a detailed walkthrough of how to structure agile teams of various sizes. I suspect that this is the most comprehensive online discussion of this topic. The article addressed the following topics:
I welcome any feedback that you may have about Large Agile Teams.
ScottAmbler 120000HESD Tags:  measured-improvement agileadopt agile agility-at-scale smarter-work 4 Comments 10,635 Views
When you are first adopting agile techniques in your organization a common strategy is to run one or more pilot projects. When organizing these projects you typically do as much as you can to make them successful, such as finding:
In North America we refer to this as "cherry picking" because you're picking the cherry/best situation that you can find.
ScottAmbler 120000HESD Tags:  agility-at-scale agileadopt architecture reuse disciplined-agile-deliver... soa 2 Comments 10,777 Views
A common question that I keep running into with customers is whether you can take an agile approach to service oriented architecture (SOA). The quick answer is yes, because Agile is orthogonal to the implementation technologies used. You can take an agile approach developing COBOL applications running on mainframes, fat-client Java applications, multi-tier J2EE applications, and yes, even services. Granted, it's easier to do with some technologies than others, either because of the nature of the technology or because of the supporting tools.
The long answer is "yes, but". You don't adopt an SOA approach for the sheer joy of doing so, instead you very likely want to improve the level of reuse within your organization. To succeed at SOA-driven reuse you need an enterprise focus, something that doesn't appear to be very common on many agile teams. Therein lies the challenge. Several strategies for improving your chances with Agile SOA, and SOA in general, follows:1. Invest in some initial enterprise architecture modeling. You don't need to identify all of the details up front, that would take too long and actually put the effort at risk, but you do need to set a starting point to guide development teams. Identifying the technical architecture is critical, and identifying a few basic services which would provide immediate business value to one or more teams is critical. Involve people from several application project teams to ensure that you get a wide range of input. See http://www.agiledata.org/essays/enterpriseArchitecture.html for a streamlined approach to enterprise architecture modeling. Creating big, detailed models often proves to be a waste of time because development teams are rarely motivated to read mounds of documentation.2. Build out the initial infrastructure on a real application development project. This proves that your SOA strategy actually works and puts the technical foundation in place for future teams. During this period you'll be tempted to try to support several development teams, which is feasible but dramatically increases your risk. It's also tempting to focus simply on getting the infrastructure in place without delivering any business functionality, but this risks producing an ivory-tower architecture that nobody is interested in.3. Spread the service architects out onto application development teams. The people that formulated and then proved your SOA should be actively involved on the development teams that are working with it to ensure that the teams use it appropriately and to ensure that the architects get concrete feedback which they can use to evolve the architecture. When working on agile teams, these people will need to work in a collaborative and evolutionary approach just like other team members.4. Fund reuse separately. I've lost track of the number of organizations that I've run into that fail at reuse because their development teams never have the resources to develop reusable assets. That's simply the nature of the beast -- project teams will always be more interested in addressing their own specific requirements than they are in investing the time and effort to make something reusable. The real problem here is that you expect them to act differently. A better strategy is to have a separate reuse engineering team that has the resources to monitor existing projects to look for potentially reusable assets. When they find said assets this team does the work to harvest the asset, to reengineer it to make it reusable, and then to integrate back into the original source project. The goal is to make it as painless as possible to produce reusable assets such as services. If you expect project teams to do this work out of the goodness of their hearts then you're effectively punishing them when they do the right thing. That's not a very good governance strategy, IMHO.5. The reuse team now owns the asset. Any reusable asset, including services, will need to be maintained, evolved over time, and supported. This isn't free nor is it viable for project teams to do so.
If you're interested, I provide agile strategies for both enterprise architecture and strategic reuse in the book "Enterprise Unified Process". Although written under the assumption that you're taking a RUP-based approach to development, the reality is that the EUP can extend any evolutionary/agile software development process so that it addresses the larger-scale needs of modern IT organizations.
- Scott[Read More]
ScottAmbler 120000HESD Tags:  scaling-agile sdcf teams distributed governance amdd gdd agility-at-scale 11,293 Views
In my previous blog posting, http://www.ibm.com/developerworks/blogs/page/ambler?entry=strategies_for_distributed_agile_teams , I overviewed several strategies for improving your effectiveness at geographically distributed development (GDD). Those strategies were fairly generic and directly applicable to both traditional and agile development teams. In this posting I focus on strategies which are more agile in nature, although they could also be applied to more traditional approaches as well. These strategies are:Modified by ScottAmbler
1. Get the whole team together at the beginning of the project. Your goals are to build rapport amongst the team, to get to know the people that you’re working with to facilitate communication later on, and to better understand the situation on the ground. The implication is that you will need to fly some people around, increasing your initial expenses, an investment that many organizations balk at. The reality is that you will eventually end up paying for travel anyway, either because you actually flew people around or because your communication costs are higher throughout the project. In short, don’t be penny wise and pound foolish.
2. Organize your team around the system architecture. The most effective way to organize a distributed team is around the architecture of the system that you are building, not around the job functions of the people involved. In other words, if your team is in Toronto, Rome, and Bangalore then each subteam should be responsible for one or more subsystems. It would be a mistake to organize the teams around job function, for example to have the architects and analysts in Toronto, the developers in Rome, and the testers in Bangalore because this structure would require significantly more documentation and other forms of communication to coordinate the teams, increasing both cost and risk. As I mentioned in my previous blog posting you will need to invest in some initial architecture envisioning at the beginning of a project to identify the subsystems and their public interfaces, and that to do that you’ll also need to do some initial requirements envisioning to drive this architecture effort. I suggest that you take an Agile Model Driven Development (AMDD) approach to this to enable you to gain the value from modeling without the costs and risks associated with up-front comprehensive modeling and documentation that get many traditional project teams in trouble.
3. Have “daily stand-up meetings”. A common practice on co-located agile teams is to have daily stand-up meetings where people share the status of what they did yesterday, what they intend to do today, and whether they’re running into any problems. These short meetings enable team coordination. Distributed teams can do this as well, the people in a given geographical location can hold local stand-up meetings and then representatives from each location can hold a shared meeting to coordinate the subteams. Whereas local stand-up meetings are held first thing in the morning, distributed daily stand-up meetings may need to be held at unusual times so as to include people at distant locations.
4. Have Ambassadors. Ambassadors are people who travel between sites, often technically senior people or senior business experts, to share information between the subteams. Getting the team together at the beginning of the project sets the foundation for communication, but without continual investment in maintaining effective collaboration between teams you run the risk of your subteams deviating from the overall strategy. These are typically short engagements, a week or two in length, because of the pressures it puts on the people doing the actual traveling. The implication is that you’ll have several people flying between sites at any given time on a reasonable rotation schedule. Because you’ll have some people flying around, your local team rooms should accommodate visitors by having one or more desks available for them to use when they’re visiting.
5. Have Boundary Spanners. A boundary spanner is someone who is located on site who focuses on enabling communication between subteams as well as within their subteam. On large distributed teams you’ll find that you have three flavors of boundary spanners – team leaders who take on project management responsibilities on the subteam, product owners who are responsible for representing the business within the subteam, and architecture owners responsible for technical direction on the team. These boundary spanners will work closely with their peers, having regular coordination meetings across all subteams as well as impromptu one-on-one meetings to deal with specific issues between individual subteams.
6. Ensure that the global team gets the credit it deserves. In both offshoring and nearshoring environments it’s common to see small teams in North America or Europe driving the efforts of significantly larger teams in another country. Yet, at the end of the project it always seems as if the smaller team, often because they work for the direct customer, gets the lion’s share of the credit – unless of course the project failed, then the subcontracting team often seems to get virtually all of the “credit”. This clearly isn’t fair, and it clearly doesn’t promote effective teamwork between the subteams in the future.
7. Take a lean approach to development governance. As I’ve written in the past, effective governance is based on enablement and collaboration instead of the traditional approaches of management and control. Good governance measures progress through regular delivery of working software, not through status reports or delivery of detailed specifications. Good governance is based on the idea of having a living process which changes to reflect lessons learned as your project progresses. In a previous blog posting at http://www.ibm.com/developerworks/blogs/page/ambler?entry=lean_development_governance I’ve discussed lean development governance in greater detail.
The strategies that I’ve described are clearly nothing more than common sense, something that can be said of all agile strategies. Sadly, as Mark Twain lamented, common sense isn’t very common in practice.[Read More]
ScottAmbler 120000HESD Tags:  agileexec disciplined-agile-deliver... agile agility-at-scale risk rup phases governance 6 Comments 11,322 Views
The explicit phases of the Unified Process -- Inception, Elaboration, Construction, and Transition -- and their milestones are important strategies for scaling agile software development to meet the real-world needs of modern organizations. Yes, I realize that this is heresy for hard-core agilists who can expound upon the evils of serial development, yet these very same people also take a phased approach to development although are loathe to admit it. The issue is that the UP phases are like seasons of a project: although you'll do the same types of activities all throughout a project, the extent to which you do them and the way in which you do them change depending on your goals. For example, at the beginning of a development project if you want to be effective you need to do basic things like identify the scope of the project, identify a viable architecture strategy, start putting together your team, and obtain support for the project. Towards the end of a project your focus is on the activities surrounding the deployment of your system into production, including end-of-lifecycle testing efforts, training, cleaning up of documentation, piloting the system with a subset of users, and so on. In between you focus on building the system, including analysis, design, testing, and coding of it. Your project clearly progresses through different phases, or call them seasons if the term phase doesn't suit you, whether your team is agile or not.
The UP defines four phases, each of which address a different kind of risk:1. Inception. This phase focuses on addressing business risk by having you drive to scope concurrence amongst your stakeholders. Most projects have a wide range of stakeholdres, and if they don't agree to the scope of the project and recognize that others have conflicting or higher priority needs you project risks getting mired in political infighting. In the Eclipse Way this is called the "Warm Up" iteration and in other agile processes "Iteration 0".2. Elaboration. The goal of this phase is to address technical risk by proving the architecture through code. You do this by building and end-to-end skeleton of your system which implements the highest-risk requirements. Some people will say that this approach isn't agile, that your stakeholders should by the only ones to prioritize requirements. Yes, I agree with that, but I also recognize that there are a wide range of stakeholders, including operations people and enterprise architects who are interested in the technical viability of your approach. I've also noticed that the high-risk requirements are often the high-business-value ones anyway, so you usually need to do very little reorganization of your requirements stack.3. Construction. This phase focuses on implementation risk, addressing it through the creation of working software each iteration. This phase is where you put the flesh onto the skeleton.4. Transition. The goal of this phase is to address deployment risk. There is usually a lot more to deploying software than simply copying a few files onto a server, as I indicated above. Deployment is often a complex and difficult task, one which you often need good guidance to succeed at.
Each phase ends with a milestone review, which could be as simple as a short meeting, where you meet with prime stakeholders who will make a "go/no-go" decision regarding your project. They should consider whether the project still makes sense, perhaps the situation has changed, and that you're addressing the project risks appropriately. This is important for "agile in the small" but also for "agile in the large" because at scale your risks are often much greater. Your prime stakeholders should also verify that you have in fact met the criteria for exiting the phase. For example, if you don't have an end-to-end working skeleton of your system then you're not ready to enter the Construction phase. Holding these sorts of milestone reviews improves your IT governance efforts by giving senior management valuable visibility at the level that they actually need: when you have dozens or hundreds of projects underway, you can't attend all of the daily stand up meetings of each team, nor do you even want to read summary status reports.
These milestone reviews enable you to lower project risk. Last Autumn I ran a survey via Dr. Dobb's Journal (www.ddj.com) which explore how people actually define success for IT projects and how successful we really were. We found that when people define success in their own terms that Agile has a 71% success rate compared with 63% for traditional approaches. Although it's nice to that Agile appears to be lower risk than traditional approaches, a 71% success rate still implies a 29% failure rate. The point is that it behooves us to actively monitor development projects to determine if they're on track, and if not either help them to get back on track or cancel them as soon as we possibly can. Hence the importance of occasional milestone reviews where you make go/no-go decisions. If you're interested in the details behind the project, they can be found at http://www.ambysoft.com/surveys/success2007.html .
Done right, phases are critical to your project success, particularly at scale. Yes, the traditional community seems to have gone overboard with phase-based approaches, but that doesn't mean that we need to make the same mistakes. Let's keep the benefit without the cost of needless bureaucracy.[Read More]