There is a fair bit of rhetoric surrounding agile methods, some of which we subscribe to and some of which we don’t. We’d like to briefly examine the rhetoric which we’ve found to be the most misleading for people trying to be effective at adopting agile techniques. The following list is in the format X but Y, where X is the rhetoric and Y is the strategy promoted by the Disciplined Agile Delivery (DAD) process framework. This includes:
- Requirements evolve throughout the lifecycle BUT the scope should still be agreed to at the beginning of the project. There has to be an initial vision for a project, a vision which your stakeholders should help define and then agree to, and to come to that vision you will need to perform some initial requirements envisioning. A list of high level features is part of this initial vision. Yes, the details are very likely to evolve over time but the fundamental goals of your project and scope of your effort needs to be defined early in your project. In a very small minority of situations you may not be able to get the right people together, either physically or virtually, to define the initial vision – this should be seen as a significant project risk.
- Simple designs are best BUT the architecture should be thought out early in the lifecycle. Too many developers interpret the advice to focus on simple designs to mean that they should build everything from scratch. Yet more often than not the simplest design is to take advantage of what is already there, and the best way to do that is to work closely with people who understand your existing technical infrastructure. Investing in a little bit of architectural envisioning early in the lifecycle enables your team to identify existing enterprise assets that you can leverage, to identify your architectural options, and to select what appears to be the best option available to you. The details will still emerge over time, and some decisions will be deferred until a later date when it’s more appropriate to make them, but the bottom line is that disciplined agilists think before they act.
- Teams should be self organizing BUT they are still constrained (and enhanced) by your organizational ecosystem. Intellectual workers, including IT professionals, are most effective when they have a say in what work they do and how they do it. IT professionals can improve their productivity by following common conventions, leveraging and building out a common “dev-ops” infrastructure, building towards a common vision, and by working to common business and technical visions. In short, disciplined agile professionals are "enterprise aware".
- Delivery teams don’t need prescriptive process definitions BUT they do need some high-level guidance to help organize their work. Individual IT professionals are typically highly-skilled and highly-educated people often with years of experience, and teams of such people clearly have a wide range of knowledge. As a result of this knowledge it is incredibly rare for such people to read detailed procedures for how to do their work. However, they often still require some high-level advice to help them to organize their work effectively. Teams can often benefit from techniques and patterns used by other teams and this knowledge sharing should be encouraged.
- IT professionals know what to do BUT they’re still not process experts. A decade ago the strategy was to provide detailed process advice to teams, but recently the pendulum has swung the other way to provide little or no defined process at all. Over the last few years there’s been a trend within the agile community to advise teams to define their own process so that it’s tailored to their own unique situation. While this clearly strokes people’s egos, it’s relatively poor advice for several reasons. First, although every team is in a unique situation there is significant commonality so having at least a high-level process framework from which to start makes sense. Second, although these teams have a wide range of knowledge it might not be complete, nor consistent, nor is it clear what the trade-offs are of combining all the really good techniques that people know about. There is significant benefit in having a flexible process framework such as DAD which shows how everything fits together.
- IT professionals should validate their own work to the best of their ability BUT they likely aren’t testing experts so therefore need help picking up the appropriate skills. The mantra in the agile community is to test often and test early, and better yet to test first. As a result agile teams have adopted a “whole team” approach where the development team does its own testing. This works when there are people on the team with sufficient testing skills and more importantly can transfer those skills to others. Minimally you will need to embed testers into your delivery teams, but you should also consider explicit training and mentoring of everyone on the team in testing and quality skills. You may find my agile testing and quality strategies article to be an interesting read.
- Disciplined agile teams work in an iterative manner BUT still follow a lifecycle which is serial over time. On any given day people on a DAD project team may be performing analysis, testing, design, programming, deployment, or a myriad of other activities and iterating back and forth between them. But, the DAD lifecycle includes three distinct phases which are performed in order. So, DAD is both iterative in the small but serial in the large.
Modified by ScottAmbler
This blog posting has been replaced by the more detailed article: Full Agile Delivery Lifecycles.
Thank you for your patience.
Modified by ScottAmbler
One of the scaling factors called out in the Software Development Context Framework is “geographic distribution". As with the other scaling factors the level of geographic distribution is a range, with co-located teams at one extreme and far-located at the other. When your team is co-located the developers and the primary stakeholders are all situated in the same work room. If you have some team members in cubicles or in separate offices then you're slightly distributed, if you're working on different floors in the same building you're a bit more distributed, if you're working in different buildings within the same geographic area (perhaps your team is spread across different office buildings in the same city or some people work from home some days) then your team is more distributed, if people are working in different cities in the same country you're more distributed, and finally if people are working in different cities around the globe you're even more distributed (I call this far located).
As your team becomes more distributed your project risk increases for several reasons:
Communication challenges. The most effective means of communication between two people is face-to-face around a shared sketching space such as a whiteboard, and that requires you to be in the same room together. As you become more distributed you begin to rely on less effective communication strategies.
Temporal challenges. When people are in different time zones it becomes harder to find common working times, increasing the communication challenges. One potential benefit, however, is the opportunity to do "follow-the-sun" development where a team does some work during their workday, hands off the work to another team in a significantly different time zone, who picks up the work and continues with it. This strategy of course requires a high degree of sophistication and discipline on the part of everyone involved, but offers the potential to reduce overall calendar time.
Cultural challenges. As the team becomes more distributed the cultural challenges between sites typically increases. Different cultures have different work ethics, treat intellectual property differently, have different ideas about commitment, have different holidays, different approaches to things, and so on.
As you would imagine, because the project risk increases the more distributed your team is, the lower the average success rates of agile projects decrease as they become more distributed. The 2008 IT Project Success Survey found that co-located agile teams has an average success rate of 79%, that near located teams (members were in same geographic area) had a success rate of 73%, and that far-located agile teams had a success rate of 55%. The success rate decreases similarly for project teams following other paradigms.
The practices that you adopt, and the way that you tailor the agile practices which you follow, will vary based on the level of geographic distribution of your team. For example, a co-located team will likely do initial architecture envisioning on a whiteboard and keep it at a fairly high-level. A far-located team will hopefully choose to fly in key team members at the beginning of the project, at least the architecture owners on the various sub-teams, to do the architecture envisioning together. They will likely go into greater detail because they will want to identify, to the best of their ability, the interfaces of the various subsystems or components which they'll be building.
Interestingly, the Agility at Scale 2009 survey found that it was quite common for agile teams to be geographically distributed in some manner:
45% of respondents indicated that some of their agile teams were co-located
60% of respondents indicated that some of their agile teams had team members spread out through the same building
30% of respondents indicated that some of their agile teams were working from home
21% of respondents indicated that some of their agile teams had people working in different offices in the same city
47% of respondents indicated that some of their agile teams had team members that were far located
The bottom line is that some organizations, including IBM, have been very successful applying agile techniques on geographically distributed teams. In fact, agile GDD is far more common than mainstream agile discussion seem to let on.
Recently I spent some time in the UK with Julian Holmes of Unified Process Mentors
. In one of our conversations we deplored what we were seeing in the agile community around certification, in particular what the Scrum community was doing, and he coined the term “integrity debt” to describe the impact it was having on us as IT professionals. Integrity debt is similar to technical debt
which refers to the concept that poor quality (either in your code, your user interface, or your data) is a debt that must eventually be paid off through rework. Integrity debt refers to the concept that questionable or unprofessional behavior builds up a debt which must eventually be paid off through the rebuilding of trust with the people that we interact with.
The agile community has been actively increasing their integrity debt through the continuing popularity of Scrum Certification, in particular the program around becoming a Certified Scrum Master (CSM). To become a CSM you currently need to attend, and hopefully pay attention during, a two-day Scrum Master Certification workshop taught by a Certified Scrum Trainer (CST). That’s it. Granted, some CSTs will hold one or more quizzes which you need to pass, an optional practice which isn’t done consistently, to ensure that you pay attention in the workshop.
Scrum Masters, as you know, take the leadership position on a Scrum team. The idea that someone can master team leadership skills after two entire days of training is absurd. Don’t get me wrong, I’m a firm supporter of people increasing their skillset and have no doubt that many of the CSTs deliver really valuable training. However, there is no possible way that you can master a topic, unless it
is truly trivial, in only two days of training. From what I can tell the only thing that is being certified here is that your check didn’t bounce.
The CSM scheme increases the integrity debt of the IT industry by undermining the value of certification. When someone claims that they’re certified there’s an assumption that they had to do something meaningful to earn that certification. Attending a two-day course, and perhaps taking a few quizzes where you parrot back what you’ve heard, clearly isn’t very meaningful. The problem with the term Certified Scrum Master is two-fold: not only does the term Certified imply that the holder of the certification did something to earn it, the term Master implies that they have significant knowledge and expertise gained over years of work.
It is very clear that people are falling for the Scrum certification scheme.
A quick search of the web will find job ads requiring that candidates be CSMs, undoubtedly because they don’t realize that there’s no substance behind the certification. Whenever I run into an organization that requires people to be CSMs I walk them through the onerous process of earning the designation and suggest that they
investigate the situation themselves. Invariably, once they recognize the level of deception, the customer drops the requirement that people be CSMs.
Another quick search of the web will find people bragging about being a CSM, presumably being motivated by the employment opportunities within the organizations gullible enough to accept Scrum certification at face value. My experience is that the people claiming to be CSMs are for the most part decent, intelligent people who 99.99% of the time have far more impressive credentials to brag about than taking a two-day course. Yet, for some reason they choose to park their integrity at the door when it comes to Scrum certification. I suspect that this happens in part because they see so many other people doing it, in part because they’re a bit desperate to obtain or retain employment in these tough economic times, and in part because the IT industry doesn’t have a widely accepted code of ethical conduct. These people not only embarrass themselves when they indicate on their business cards or in their email signatures that they’re Certified Scrum Masters they also increase the integrity debt of the agile community as a whole.
Yet another search of the web will find people bragging about being Certified Scrum Trainers (CSTs), the people whom have been blessed by the Scrum Alliance to deliver Scrum master certification courses. Once again, my experience is that these are intelligent, skilled people, albeit ones who have also parked their integrity at the door in the pursuit of a quick buck. Surely these people could make a decent living via more ethical means? I know that many of them have done so in the past, so I would presume that they could do so in the future. The actions of the CSTs increase our integrity debt even further.
The group of people who have most embarrassed themselves, in my opinion, are those whom we consider thought leaders within the agile community. Leaving aside the handful who are directly involved with the Scrum certification industry, the real problem lies with those who have turned a blind eye to all of this. The Scrum certification scheme was allowed to fester within our community because few of our thought leaders had the courage to stand up and publicly state what they were talking about in private. This of course is all the more galling when you consider how much rhetoric there is around the importance of courage on software development projects. As Edmund Burke once observed, all that is necessary for evil to triumph is for good men to do nothing.
There are several things that we can do today to start paying off some of our integrity debt:
- Be discerning, not deceptive. If you’re going to list credentials on your email signature or business card then only choose to list the ones that actually mean something.
- Educate human resources people. Make them aware of what “Certified Scrum Master” really means and let them think for themselves. I highly suspect that if HR people realized what was going on the demand for CSMs would plummet, and in turn people wouldn’t be tempted by Scrum certification.
- Act professional, don’t just claim to be certified. Instead of signing up for every easy certification that comes your way why not simply do a good job and let the people you work with be your claim to fame? The good news is that for the past few years the agile community has tried to pay down some of the IT industry’s integrity debt that we have with our stakeholders by providing better return on investment (ROI), delivering systems which are more effective at addressing the needs of your stakeholders, by working in a more timely manner, and by producing greater quality work. All of these claims are borne out by the 2008 Software Development Project Success Rate Survey by the way.
- Recognize that adding a test doesn’t address the underlying problems. For the past year there’s been a move afoot to have people pass a test as part of earning their CSM (apparently it’s been a challenge to create a non-trivial test to validate your understanding of a topic that you can master by taking a two-day training course). This is something that should have been done from the very beginning, along with some sort of peer review, not years later when the damage has been done. Adding a test at this late date isn’t going to remove the stink that’s built up over the years, but sadly it will fool a few people into believing that they’ve covered it up.
- Recognize that there is a demand for certification. The agile community needs to put together a decent certification program, something that the Scrum Alliance has clearly failed at doing. My article Coming Soon: Agile Certification provides some thoughts as to what we need to do. The good news is that people such as Ron Jeffries and Chet Hendrickson, and others, are putting together a developer certification program. The really good news is that these are the right people to do this. The really bad news is that they’re doing it under the aegis of the Scrum Alliance, so whatever they accomplish will unfortunately be tainted by the fallout of the CSM debacle.
If we're going to scale agile software development strategies to meet the range of challenges faced by modern organizations, we need to be trustworthy. Is claiming to be a certified master after taking a two-day course an act which engenders trust? I don't think so. As individuals we can choose to do better. As a community we need to.Suggested Reading
- Agile Certification -- A humorous look at certification.
- IT Surveys -- A great resource for statistics about what IT people are actually doing in practice.
Modified by ScottAmbler
I recently ran into an interesting issue at a customer organization. This customer is in the process of transitioning to Disciplined Agile Delivery (DAD) and part of that effort is to train, mentor, and coach their people in these new ideas and techniques. The challenge is that some of "their people" are full time employees (FTEs) and some are contractors/consultants. When we were planning an upcoming DAD workshop with them, part of the planning effort was to identify who should get that training, which we're delivering in a just-in-time (JIT) basis on a team-by-team basis. The only people invited to take the training were FTEs because the customer has a policy of not training contractors. I pushed back a bit on this, but they were adamant about not training contractors because their view was that contractors should either have the skills required to do their jobs or be willing to get those skills on their own time. Fair enough, but from an agile team building point of view this isn't ideal.
This situation got me thinking a bit. One issue is that not all contractors are the same. Some are short term contractors that are brought in for a specific purpose, they're paid well, and then they move on. Other contractors stay much longer, sometimes months or even years, and as a result gain deeper knowledge and understanding of your business. For these longer term contractors it seems to me that there is little difference between them and FTEs, perhaps only in the way that they're remunerated. Some countries such as the United States now have laws in place limiting how long someone is allowed to remain a contractor because these similarities lead to interesting legal questions around extending benefits to them.
Another issue is that if you intend to build teams from both FTEs and contractors, it behooves you to ensure that these people get similar training, coaching and mentoring to streamline the transition effort.
Here's the logic I would suggest to address the issue of whether or not to train a contractor:
Is the contractor going to be assigned to a key project/product for the organization? If not, don't train them.
Are they someone you want to keep long term? If not, don't train them and consider not putting them on the new agile team at all.
Does the contractor work for a large service provider? If yes, ask the service provider to cover the costs of training.
Is the contractor an independent or working for a smaller service provider? If yes, include the person in the training if there's room but don't pay their wage during the training period (so you effectively share the investment/cost of training).
As always, let the context of the situation drive your strategy.
Modified by ScottAmbler
Over the past few months I've had several people ask me whether it makes sense to offshore agile testing, and more importantly when it makes sense to do so. So I thought I would share my thoughts on the subject:
Focus on whole team testing. The basic strategy is that agile teams should strive to do as much, if not all, of the testing themselves. We call this whole team testing. For organizations new to agile this can be daunting because they may be organized in such a way that programmers write code and then hand it over to testers for validation and verification. The implication is that organizations will need to invest in their staff so that the programmers become more well rounded and pick up testing skills (we refer this as moving from being a specialist to a generalizing specialist).
Offshore entire development teams. A common strategy for organizing geographically distributed agile teams is to have whole teams at each location. For example, if your larger team is spread across three locations - Toronto, London, and Bangalore - then each team is responsible for implementing end to end functionality. With a component-based approach the Toronto team should be fully responsible for one or more subsystems, the London team responsible for one or more subsystems, and the Bangalore team responsible for one or more subsystems. With a feature-team approach the Toronto team would implement all of the functionality, end-to-end, for a feature regardless of which subsystems that functionality affects. Agile teams typically aren't organized by job function (e.g. analysis is done in London, design and coding in Toronto, testing in Bangalore) due to the overhead of handoffs between sites, the increased risk of miscommunication due to less effective ways of communicating information, and the increased complexity of managing the work.
Adopt independent testing at scale. You may choose, or be forced to have, an independent test team that focuses on some of the more complex forms of testing. The general idea is that this team works in parallel to other subteams and tests their working builds on a regular basis. Having said that, the vast majority of the testing effort should still be done in a whole team fashion. If your team is experiencing agile scaling factors such as domain complexity or technical complexity then you may find that it makes economic sense to have an independent test team focus on forms of testing that are difficult for the subteams to address, in particular pre-production system integration testing. If your team is in a regulatory domain where independent testing is required, then you're better off to "shift left" this effort with an independent test team to reduce both cost and risk.
Offshore independent testing carefully. I would offshore independent testing only to organizations that I have a very good, long-term relationship with that have proven that they can work in a disciplined agile manner. I would also want to ensure that they have actual experience with agile independent testing AND are staffing the team with people that have that experience. A clear sign that they don't understand what is required is if the independent testing team is asking for a detailed requirements specification, an indication that they're planning on doing confirmatory testing which is better suited for whole team testing. Furthermore, I would only do this if I don't have adequate staff to do so myself AND do not have time to build up my own independent test team.
I suspect that you're going to find yourself in serious trouble if:
You do not have successful experiences with agile delivery in simpler (e.g. non-offshoring) situations first. Walk before you try to run.
You think you can save money by having agile programming done in one location and agile testing in another (the coordination costs are going to be much larger than you think)
You're offshoring testing because you're new to agile (in this situation you don't have the experience to organize let alone govern the offshored activities)
You work with a service provider where you don't have a proven track record with them when it comes to agile development (a proven track record with traditional approaches is a good start but still very risky)
In short, it can make sense to offshore agile testing in a very narrow range of situations. Be very careful.
Modified by ScottAmbler
A fair question to ask is why should your organization consider adopting the Disciplined Agile Delivery (DAD) process framework. I believe that there are several clear benefits to doing so:
DAD shows how agile techniques fit together. DAD is a hybrid that adopts strategies from a variety of sources, including Scrum, Extreme Programming (XP), Agile Modeling, Kanban, Outside In Development (OID) and many more. More importantly DAD's process-goal driven approach shows how this all fits together, providing advice for when (and when not) to use each technique and the advantages and disadvantages of doing so. In doing so DAD enables you to streamline your efforts to tailor agile to reflect the context of the situation you find yourself in. Furthermore, it provides this advice in the context of a full agile delivery lifecycle, explicitly showing how to initiate a project, construct a solution, and then deploy into production. Instead of starting with a small agile method such as Scrum and doing all the work to figure out how to tailor ideas from other methods to actually make it work, why not start with a framework that's already done all that work for you?
DAD isn't prescriptive. DAD is far less prescriptive than other agile methods. For example, where Scrum prescribes a single strategy for managing changing requirements, a strategy called a Product Backlog, DAD suggests several strategies and provides advice for choosing the right one. Where other agile methods define a single lifecycle, DAD instead describes several lifecycles (an agile Scrum-based one, a lean lifecycle, and a continuous delivery lifecycle to name just three) and once again describes how to choose the right one for your situation. Your agile team is in a unique situation, and as a result needs a flexible process framework that provides coherent, easy-to-follow tailoring advice. Isn't it better to adopt strategies that reflect the context that you actually face?
DAD explicitly addresses architecture. Even after a decade of agile software development it still seems that the topic of how agile teams address architecture is a mystery for many people. As a result DAD builds agile architecture strategies right in, starting with initial architecture envisioning, to proving the architecture with working code, to evolutionary design strategies during construction.
DAD explicitly addresses DevOps. DevOps is the art of combining development and operations approaches in such a way as to streamline your overall efforts. DAD "bakes in" DevOps through explicit support for common DevOps practices as well as its robust stakeholder definition which explicitly includes operations and support people.
DAD explicitly addresses governance. Although governance is often considered a dirty word within some agile circles, the reality is that software development teams can and should be governed. Sadly, many agile teams have traditional governance strategies inflicted upon them, strategies which invariably increase schedule, cost and risk on the project. But is doesn't have to be this way. It is possible, and very desirable to adopt agile goverance strategies, strategies which are built right into the DAD framework.
DAD explicitly addresses many other important development activities. Architecture, DevOps, and governance are just the tip of the iceberg. DAD also shows how critical activities such as analysis, design, testing, quality, technical writing, and many more are addressed in an agile and streamlined manner throughout the delivery lifecycle. As described earlier, this is done in a non-prescriptive and tailorable manner, thereby removing a lot of the mystery regarding how this agile stuff all fits together into a coherent whole.
DAD is solution focused, not software focused. Although the rhetoric around "potentially shippable software" resonates well with developers it observably and empirically misses the mark. DAD promotes the more robust idea of "potentially consumable solutions". Yes, shipping is nice but shipping something that people actually want to use/buy, something that is consumable, is much nicer. Yes, software is part of the equation but that software runs on hardware, we often also need to develop supporting documentation, we often evolve the business process, and even evolve the organization structure around the usage of the system. In other words, we're really producing solutions, not just software. Isn't it better to adopt rhetoric that actually reflects what we're doing in practice?
DAD promotes enterprise awareness over team awareness. One of the great benefits of an agile approach to software development is its focus on the team. This can also be a bit of a problem, because a team-focused strategy can result in suboptimal decisions for your overall organization. DAD promotes the idea that disciplined agilists should be enterprise aware, working towards common business and technical goals while leveraging and enhancing the existing infrastructure whenever possible.
DAD provides a foundation from which to scale. The starting point for scaling agile is to understand how agile strategies fit together from project initiation to delivery into production. If you don't know how to succeed with agile in a straightforward situation then it will prove very difficult to do so in an agility @ scale situation. DAD not only provides this tailorable foundation from which to scale agile it also takes a robust view of what it means to scale agile (hint: large or distributed teams are only a start).
DAD provides a basis for enterprise agile. As organizations move towards a true "enterprise agile" approach they often find that they need to adopt either DAD as a foundation or invest a fair bit of effort inventing something similar. They are also starting to adopt strategies from the SAFe framework, or reinventing such, as well as ideas from sources such as Enterprise Unified Process (EUP) (sadly, poorly named in hindsight), ITIL, and even CoBIT. More on this in a future blog posting.
In short, DAD provides a lot of proven advice culled from years of experience applying agile software techniques in enterprise-class environments. Instead of figuring all of this stuff out on your own, why not jump ahead and leverage the hard-won lessons learned from other organizations that have already dealt with the challenges that you're struggling with today?
The primary shortcoming of the DAD framework is it makes it very clear that software development, oops I mean solution delivery, is quite complex in practice. As IT practitioners we inherently know this, but it seems that we need to be reminded of this fact every so often. DAD doesn't provide a simplistic, feel-good strategy that you can learn in a few hours of training. Instead it defines a coherent, tailorable strategy that reflects the realities of enterprise IT.
There is a wealth of information at DAD posted at the Disciplined Agile Delivery (DAD) web site and great discussions occuring on the DAD LinkedIn discussion forum. For those of you interested in agile certification, the Disciplined Agile Consortium site will prove valuable too, in particular the list of upcoming DAD workshops provided by several IBM partners. And of course the book Disciplined Agile Delivery: A Practitioner's Guide to Agile Software Delivery in the Enterprise (IBM Press, 2012) written by Mark Lines and myself is a very good read.
A recurring discussion that I have with experienced agile developers is what it means to take a disciplined agile approach. The conversation usually starts off by some saying "but it already requires discipline to do agile", something that I fully agree with, followed by "therefore 'disciplined agile' is merely a marketing term", something which I don't agree with. The challenge with the "standard" agile discipline is that it is often focused on construction activities within a single project team, clearly important but also clearly not the full picture. There's more to an agile project than construction, and there's more to most IT departments than a single development project. In short, there are many opportunities for IT professionals to up their discipline, and thereby up their effectiveness, opportunities which we make explicit in the Disciplined Agile Delivery (DAD) framework.
Let's explore the many aspects to taking a disciplined agile approach:
You adopt "standard" agile discipline
. Aspects of agile which require discipline
include adopting practices such as test-driven development (TDD), active stakeholder participation, working collaboratively, shortening the feedback cycle
, and many more. These strategies are a great start to becoming disciplined IT professionals.
You take a goal-driven approach
. When we first started working on the DAD framework I didn't want to create yet another prescriptive framework, particularly given Rational's track record with the Rational Unified Process (RUP) framework. Rational has been pilloried for years for the prescriptive nature of RUP, which is unfortunate because there are a lot of great ideas in RUP that agile teams can benefit from, some of which we adopted in DAD and many of which are being actively reinvented with the agile community even as you read this. Furthermore, there are many prescriptive elements of the Scrum method that can get teams in trouble. For example, Scrum prescribes that you hold a daily stand up meeting, often called a Scrum meeting, where everyone should answer three questions. That's a great approach for teams new to agile, but it proves problematic in many situations due to it's prescriptive nature. Do you really need to do this once a day? I've been on teams where we held coordination meetings twice a day and others only once a week. Do you really need to stand up? I've been on geographically distrubited agile teams where many of us were sitting down during coordination calls. Do you really need to answer three questions, two of which are clearly focused on status regardless of claims otherwise? I've been on lean teams where we met around our Kanban board and focused on potential blockers. The answers to these questions depends on the context of the situation you find yourself in. The challenge, at least from the point of view of a process framework, is how do you avoid falling into the trap of being overly prescriptive. The strategy we adopted in DAD is to take a goal-driven approach. The observation is that regardless of the situation you find yourself in there are common goals your team will need to fulfill. For example, at the beginning of a project common goals include developing an initial plan, initially exploring the scope, initially identifying a technical strategy, and securing initial funding (amongst others). Throughout construction you should coordinate your activities, improve the quality of your ecosystem, and produce a potentially consumable solution on a regular basis (more on this below). So, instead of prescribing a daily stand up meeting the DAD framework instead indicates you should coordinate your activities, and gives several options for doing so (one of which is a Scrum meeting). More importantly DAD describes the advantages and disadvantages of your options so that you can make the choice that's best suited for the situation your team finds itself in (see this blog posting
for a detailed example of the types of tables included in the DAD book to help you through such process tailoring decisions). In short, our experience is that it requires discipline to take a goal driven approach
to agile delivery over the prescriptive strategies in other agile processes.
You take a context-driven approach
. There are many tailoring factors, which I describe in the Software Development Context Framework (SDCF)
, which you need to consider when making process, tooling, and team structure decisions. For example, a large team will adopt a different collection of practices and tools than a small team. A geographically distributed team will adopt a different strategy than a team that is co-located. You get the idea. Other tailoring factors include compliance, team culture, organization culture, technical complexity, domain complexity, and project type. It requires discipline to recognize the context of the situation you find yourself in and then act accordingly.
You deliver potentially consumable solutions
. One of the observations that we made early in the development of the DAD framework was that disciplined agile teams produce potentially consumable solutions, not just potentially shippable software. Although delivery of high-quality, working software is important it is even more important that we deliver high-quality working solutions to our stakeholders. For example, not only are we writing software but we may also be updating the hardware on which it runs, writing supporting documentation, evolving the business processes around the usage of the system, and even evolving the organizational structure of the people working with the system. In other words, disciplined agilists focus on solutions over software
. Furthermore, "potentially shippable" isn't sufficient: not only should it be shippable but it should also be usable and should be something people want to use. In other words it should be consumable (a concept DAD adopted from IBM's Outside In Development
). Minimally IT professionals should have the skills and desire to produce good software, but what they really need are the skills and desire to provide good solutions. We need strong technical skills, but we also need strong "
such as user interface design and process design to name just two.
The incremental delivery of potentially consumable solutions on an incremental basis requires discipline
to do successfully. DAD teams focus on repeatable results not repeatable processes
You are enterprise aware
. Whether you like it or not, as you adopt agile you will constrained by the organizational ecosystem, and you will need to act accordingly. It takes discipline to work with enterprise professionals such as enterprise architects, data admistrators, portfolio managers, or IT governance people who may not be completely agile yet, and have the patience to help them. It takes discipline to work with your operations and support staff in a DevOps
manner throughout the lifecycle, particularly when they may not be motivated to do so. It requires discipline to accept and potentially enhance existing corporate development conventions (programming guidelines, data guidelines, UI guidelines, ...). It requires discipline to accept that your organization has an existing technology roadmap that you should be leveraging, building out, and in some cases improving as you go. In short, enterprise awareness requires a level of discipline
not typically seen on many agile teams.
You adopt a full delivery lifecycle
. Empirically it is very easy to observe that at the beginning of an agile project there are some activities that you need to perform to initiate the project. Similarly at the end of the project there are activities that you need to perform to release the solution into production or the marketplace. The DAD process framework addresses the effort required for the full delivery effort, including project initiation, construction, and deployment. Our experience is that it requires discipline on the part of IT professionals to include explicit phases
for Inception/Initation, Construction, and Transition/Deployment and more importantly to focus the appropriate amount of effort on each. One danger of explicit phases is that you run the risk of taking what's known as a Water-Scrum-Fall
approach, a term coined by Dave West the person who wrote the forward for the DAD book, where you take an overly heavy/traditional approach to inception and transition in combination with a lighter agile approach to construction. Water-Scrum-Fall occurs because many organizations haven't made a full transition to agile, often because they think it's only applicable to construction. Our experience is that you can be very agile in your approach to inception and transition, experience we've built into the DAD framework. Having said that it clearly requires discipline to keep inception activities short
and similarly it requires discipline to reduce the "transition phase" to an activity
You adopt a wider range of roles
. An interesting side effect of adopting a full delivery lifecycle is that you also need to adopt a more robust set of roles. For example, the Scrum method suggests three roles - Scrum Master, Product Owner, and Team Member - a reflection of the Scrum lifecycle's construction focus. DAD suggests three primary roles - Team Lead, Product Owner, Team Member, Architecture Owner
, and Stakeholder - as well as five secondary roles which may appear at scale.
You embrace agile governance
. Governance establishes chains of responsibility, authority and communication in support of the overall enterprise’s goals and strategy. It also establishes measurements, policies, standards and control mechanisms to enable people to carry out their roles and responsibilities effectively. You do this by balancing risk versus return on investment (ROI), setting in place effective processes and practices, defining the direction and goals for the department, and defining the roles that people play with and within the department. It requires discipline to adopt an agile approach to governance
, and that's something built right into the DAD framework.
My new white paper, Disciplined Agile Delivery: An Introduction
, is now available free of charge from IBM.com. The paper overviews the Disciplined Agile Delivery (DAD) process framework, a hybrid comprised of strategies from Scrum, XP, Agile Modeling, and other agile methods which is people first, learning oriented, and enterprise aware. DAD is the basis from which you can scale agile.
- Context counts - The Agile Scaling Model
- People first - People, and the way they interact with each other, are the primary determinant of success for a solution delivery project.
- Learning-oriented - The DAD process framework promotes the ideas that team members should collaborate closely and learn from each other, that the team should invest effort to learn from their experiences and evolve their approach, and that individuals should do so as well.
- Hybrid - DAD adopts and tailors strategies from Scrum, XP, Agile Modeling, UP, Kanban, and many others. It addresses many of the issues Mark Kennaley discusses in SDLC 3.0.
- IT solution focused - DAD teams produce potentially consumable solutions every construction iteration. This extends Scrum's "potentially shippable" strategy to explicitly address usability/consumability plus the fact that we're really delivering full solutions not just software.
- Goal-driven delivery life cycle - The DAD lifecycle is focused on delivery, not just construction. Furthermore it is goals-driven, the DAD process framework suggests various strategies to fulfill those goals but does not prescribe specific practices.
- Risk and value driven - The DAD lifecycle is risk and value driven. It extends Scrum's value-driven lifecycle which produces potentially shippable software each sprint/iteration so that it explicitly includes light-weight milesstones such as ensuring stakeholder consensus as to the scope of the project early in the lifecycle, proving the architecture with working code early in the lifecycle, ensuring sufficient functionality exists before transition, and ensuring production readiness before actual release of the solution.
- Enterprise aware - The DAD process framework promotes the ideas that DAD teams should work closely with their enterprise architecture groups to ensure they leverage and evolve the existing infrastructure, adopt and follow corporate guidelines, and work to the overall organizational vision. DAD teams are self organizing with appropriate governance.
For some reason, it seems as if everyone's grandfather at one point in time recommended to use the right tools for the job. That's practical wisdom from my point of view, one that is certainly an issue for agile development.
One of the primary messages, I hope, of the Agile Scaling Model (ASM)
is that context counts. Although the focus of the ASM is on describing a contextual framework for tailoring your process to meet the needs of the situation that you find yourself in, it's also applicable to your tooling selection. For example, the tool choices of a co-located team will be much different than that of a geographically distributed team. A co-located team will likely use a whiteboard
or paper for their agile modeling
efforts, whereas distributed team members may need to capture their diagrams using a more sophisticated tool such as Rational Requirements Composer (RRC)
so that their work can be shared electronically. Having said that, RRC would be overkill for a co-located team (unless they had regulatory compliance issues). Different teams, different situations, therefore different tooling choices.
One of the concerns that I run into from customers is that some of our legacy products don't support agile very well. Once again, it's a matter of context because many of our legacy products reflect the realities faced by more traditional teams. The challenge occurs when you try to take a legacy product which is well suited for traditional development, such as Rational ClearCase
, and try to apply it on agile projects. Although ClearCase makes sense in certain scaling situations, particularly very large teams that are geographically distributed, you'd be better advised to use something like Rational Team Concert (RTC)
for configuration management on most agile teams (note that RTC does far more than just SCM).
So, if you're taking an agile approach you should consider Rational tools such as RTC, RRC, Rational BuildForge
, Rational AppScan
, and others which support agile
development. Granted, some you would only use at scale -- for example Buildforge is a good option in really complex environments, but if you don't face that complexity then you'll likely find that RTC's build engine is sufficient. Similarly, if you're taking a traditional approach to development then you'll likely consider products such as ClearCase, Appscan, RTC, and Rational Software Architect (RSA)
instead. Different situations, different tooling choices.
What's even more confusing is that some products support a range of process paradigms. For example, RTC supports agile, lean, iterative, and traditional approaches to development. The same can be said of Appscan and several other products. Notice how I listed RTC and Appscan for both agile and traditional development above.
So, if anyone tells you that Rational tools don't support agile development don't believe them. Ask them which tools that they're talking about, and ask them if they're aware of the Rational products that do support agile development. Context counts.