Agile Scrum and PMBOK Compatible or Contrary?



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Agile Scrum and PMBOK Compatible or Contrary? Paul Despres PMI Emerald Coast Panama City Branch June 26, 2014

Meeting Overview Agenda Topics: Review Agile/Scrum Methods Review PMBOK Structure Demonstrate how Agile/Scrum practices align with PMBOK Exercise Map Agile/Scrum Process to PMBOK Process Groups

Some Definitions Before We Start Agile A collection of methods and techniques that facilitate rapid product delivery Scrum A central method of Agile that determines how a project is planned, organized and delivered PMBOK A guide book of overlapping and interacting processes used to accomplish work. Processes are described in terms of: Inputs events, documents, plans, designs, etc. Tools & Techniques mechanisms applied to inputs Outputs work products: documents, products, etc.

The Agile Scrum Team Product Owner Scrum Master Tech Lead The TEAM

Who is the Product Owner? Product Owner The business guy, the one person ultimately accountable for project success & business value of the product: Determines WHAT will be done Communicates product vision Owns and prioritizes backlog & stories Defines conditions of satisfaction to help define Done. Accepts/Rejects stories Solicits customer and stakeholder feedback

Who is the Scrum Master? Scrum Master The process leader, serving the team as its leader: Determines the work PROCESS Builds empowered, selforganized teams Facilitates collaboration and open communication Removes impediments Creates visibility, metrics, accountability and FUN

Tech Lead The TEAM Who is The TEAM? The cross functional team accountable to deliver business value in iterations: Determines HOW the work is done Engaged, motivated, selforganized, collaborative Plans and re plans, commits to work, inspects and adapts Delivers Done stories at each iteration.

What is a Sprint? Work is tracked and performed Stories are selected by theme Product increments are pushed to market

How does the Sprint iterate? Stories are fed in Work is performed Update Product Backlog Iteration Planning Releases are pushed out Iteration Retrospective Daily Standup Over and over and over Iteration Review & Demo Increments of Done Work

Agile is Driven by Abstract Tenets Time to market Stakeholder engagement Embracing change (even late stage) Develop a highly efficient team

PMBOK Brings Structure to the Abstract Process Groups.. Knowledge Areas Initiating Planning Executing Monitoring & Controlling Closing Integration Scope Time Cost Quality HR Communications Risk Procurement Stakeholder

Get our act together and keep it together IntegrationManagement Processes PMBOK Develop Project Charter Create document to formally authorize project or phase with requirements to satisfy stakeholder expectations Develop PM Plan Direct and Manage Work Monitor & Control Project Work Track, Review and regulate progress Perform Integrated Change Control Manage all Change Requests Close Project or Phase Finalize all activities across all PM Process Groups to formally complete the project or phase. Scrum Kickoff / Introduction Meeting Team meeting prior to first Sprint Define team norms and agree on processes and practices for the project Sprint Planning Meeting Meeting on day 1 of Sprint Task out the stories Commit to the stories it can support in the Sprint Daily Stand up Meetings Short & Daily accomplishments, plans, blockers Sprint Retrospectives At end of Sprint, team meets to discuss what worked well, what can be improved, etc.

From Vision to Detail What s your story? PMBOK Collect Requirements Define, document, confirm stakeholders needs and expectations ScopeManagement Processes Scrum Vision and Roadmap Overall project goal High level plan of delivery sequence Define Scope Develop detailed description of project and product Create the WBS Sub divide deliverables to smaller, manageable components Verify Scope Formalize acceptance of completed deliverables Control Scope Monitor project status and change requests to scope baseline Release Plans Schedule of related projects to accomplish Product Owner s vision and roadmap Product Backlog List of all features/stories for the project Product owner can adjust priorities until Sprint is committed Decompose loose stories into more discrete plots level of detail rises Sprint Backlog Stories the team has committed to a Sprint Sprint Review / Demo Show Stories developed in Sprint for approval

Define Activities Sequence Activities PMBOK Been there, got the T shirt Time Management Processes Scrum Story Point Estimates while in Backlog Measure of complexity T Shirts, Fibonacci (1,1,2,3,5 ), Dogs Estimate Activity Resources Estimate Activity Durations Develop Schedule Control Schedule Task Out Stories in Sprint Planning Mtg. Tasks required to support story Estimate tasks in hours Identify cross dependencies Sprints The time boxed interval for development & testing Typically 1 4 wks. in duration Usually multiple Sprints in a Project

Control Costs Within Limits Cost Management Processes PMBOK Scrum Estimate Costs Determine Budget Control Costs Cost determined by team size and number of Sprints Attempts to limit variations in cost Product Owner determines acceptable cost level Sets or approves initial schedule & cost Decides whether to approve additional sprints, if needed

Quality Management Processes Quality is built in PMBOK Scrum Plan Quality Perform Quality Assurance Perform Quality Control Story Acceptance Tests Defined by Product Owner and/or Story Writer Knows prior to development in Sprints Test Driven Development Code designed and written to meet test requirements Definition of Done Team pre defined all the steps/tasks necessary to complete a Story Often includes final review/approval by Product Owner QA Integrated to Team QA is an equal and integral member of the team QA tasks are defined and planned along with development tasks

The team will perform or else! Human Resource Management Processes PMBOK Scrum Develop Human Resource Plan Acquire Project Team Develop Project Team Manage Project Team Product Owner is Voice of the Customer Cross functional Teams Team members can and should swap roles Can still have experts in various fields Self Organizing Teams Forming, Norming, Storming, Performing Team decides who does what not dictated by a PM or Scrum Master Scrum Master Coaches team on process and function Ensured collaboration and buy in Removes blockers (issues & risks) so team concentrates on performing HR Realities Still need to identify skills and acquire them Still need to monitor performance and adjust membership as necessary

The team will communicate let em work! Communication Management Processes PMBOK Scrum Identify Stakeholders Plan Communication Distribute Information Report Performance Direct Business Participation Product Owner represents business on a daily basis Wider audience for Sprint Reviews Sprint Burn down Charts Daily monitor of team s delivery tasks completed, hours remaining Project/Product Release Charts Periodic monitory of team s delivery stories completed, hours remaining Communication Techniques Co located teams as much as possible Face to face preferred Story boards to show status Communication Specialist Point person to communicate for team to outside Often is the Scrum Manager but not required to be such

If a risk impedes we ll knock it down Risk Management Processes PMBOK Scrum Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Plan Risk Responses Monitor and Control Risks Impediment Log Track all impediments (blockers, issues, risks) Often on white board or stickies Bias for doing over planning Risks & blockers identified at Sprint Planning and addressed daily Prefer to remove barriers as they arise Does not preclude risk planning if team decides that s necessary Spikes Deeper research stories to ensure solution will work well or how to overcome a technical challenge posed Added to backlog and prioritized with other stories

Let us show you what we ve done! Stakeholder Management Processes PMBOK Scrum Identify Stakeholders Plan Stakeholder Management Manage Stakeholder Engagement Control Stakeholder Identify Team Members according to plan Business/Product Owner, Scrum Master, Team) Conduct demonstrations to relevant stakeholders Gather feedback from stakeholders, add to project backlog Communicate to stakeholder community

PMBOK and Agile In Concert! Process Groups.. Knowledge Areas Initiating Planning Executing Monitoring & Controlling Closing Integration > Kickoff > Sprint Planning > Daily Stand up > Sprint Retrospectives Communications Scope > Vision & Roadmap > Release Plan > Product Backlog > Sprint Backlog Time > Story Points > Task Out Stories > Sprint Plan Cost > Cost by Team/Sprint > Product Owner Sets Limits Quality > Story Acceptance Tests > TDD > QA in Team > Definition of Done HR > Product Owner Risk Stakeholder > Cross functional Team > Self Organized Teams > Risk identification at Sprint Planning > Direct Business Participation > Co located Teams > Face to face > Remove barriers as they present > Product Owner > Communcation Specialist > Scrum Master > Sprint Burn downs > Release Charts > Communication Specialist > Impediment Log > Spikes > Product Owner > Communcation Specialist > Sprint Review / Demo > Approval of "Done"

Coming Soon October 2014 Agile versus Waterfall will be presented in October. By the end of the presentation, we will discuss: The concepts of Agile and Waterfall The pros and cons of each Agile project techniques Challenges the Agile methodology presents with COTS and other scenarios. Evaluation criteria to help choose the best method of management. And finally, the dissection of Agile myths. Are they true?

Fin Fin

The Agile Scrum Team