Can your Desk become your Kanban Board? Yes, it Kanban!

Once upon a time, I found I had little space in the office to organize my work.  With the more recent office hoteling policies, while there is more flexible space, there is less of one’s own personal space.  I wanted a place where every morning I can quickly visualize my work for the day ahead. While there are online tools that I can use, I wanted something more tactile.  What I did have was a desktop surface.  I did have post-its, and sharpies.  I decided to experiment with Kanban on a physical desktop. 

As an Agile Coach, I work in iterations and increments much like I educate and coach teams and organizations.  It allows me to listen to what my customers want and prioritize the work based on value, much like a Product Owner should do. With this in mind, I used my simple tools to craft a kanban board on my desk.

Before I go any further, allow me to provide you with a brief description of what is a kanban board.  It is a work board that helps you visualize both the work and the flow of that work. It helps you optimize the flow of your work by understanding your WIP (work in progress) limit. In its physical form, it is usually shaped by a few state transitions as columns, the most basic include ‘To Do”, “Doing”, and “Done”. My work card (where I write the activity) was written in canonical form and I added when the task was written and then when I completed the work on the card, the “done” date so I could understand my flow.

I took the initial discovery activities that my client (aka., customer) and I agreed to, wrote them onto post-its with my sharpie, and added them to the kanban board in priority order based on both value and order dependency.  As I completed some of the discovery tasks, I added new tasks from my customers to the “To Do” column and reprioritized on a regular basis.  I experimented with keeping my WIP limit to about 3 activities in “Doing” at a time.

What I liked about this kanban experiment was that each morning when I got to my desk, I had my work right in front of me.  This immediately reminded me of my work for the day. It was very easy to maintain as it only took some post-its and markers to update the board. Every morning I checked the work that was in “Doing” so I knew what I had to get done for the day. I also enacted a quick reprioritization of the work so I knew what to pull from the “To Do” column when I had available WIP.  I managed to get a lot of work done this way. 

I’d say the experiment was a success.  What did I learn? That it is too easy to add more activities into “Doing” adding to WIP. This had the unfortunate result of slowing my throughput. What else did I learn?  That yes I kanban!

Agile Education Engine - Bringing Power to your Agile Transformation

When I look across the numerous Agile deployment efforts, I see a lower rate of success in achieving the business benefits than I would expect.  May I suggest that in order to improve the odds of achieving Agile success and gaining the business results it can bring, there are three success factors. The first is that the Agile change must be thought of an organizational level change.  The second is that the Agile change must focus on getting the mind Agile-ready.  This is emphasized in the article Are you Ready for you Agile Journey.  And the third is that in order to bridge the gap between the Agile values and principles to Agile methods and practices, people need to be well educated in ways to build more customer value, optimize the flow of work, and increase quality with feedback loops.    

The current level of Agile education tends to be limited to 2-days of training and a variety of books.  I think most people will acknowledge that 2 days of Agile training does not provide enough learning.  On the other hand, reading lots of books takes a lot of time and are often not aligned with each other.  The other challenge with some of the Agile education is that it is often focused only on implementing the mechanics.

What is missing from many Agile transformations is an Agile Education Engine that helps you truly understand and embrace Agile and helps bridge the gap between Agile Values and Principles and the Agile methods and practices.  This will help folks better understand how to understand, embrace, and implement Agile and move beyond simply following the Agile mechanics of the methods and practices.  The Agile Education Engine can help ready the mind for an effective transformation.  

One of the best Agile education engines that I have seen is the material found in the Value Flow Quality (VFQ) work-based education system.  VFQ provides a set of well-researched topics that are easily digested in the form of readings, case studies, activities, and experiments.  It provides students with the ability to study a little, then experiment a little within their own context (aka, project or team).  The benefit of the VFQ work-based learning system is that it helps people apply their newly learned skills on the job when they need them.  This bodes very well for the learners because, they can learn at their own pace and as they are trying to implement the Agile values, principles, and practices. 

Some topics that VFQ offers are: Why Change, Optimizing Flow, Feedback, Requirements, Prioritization, Trade-offs, Understanding your Customer, Delivering Early and Often, Teams, Motivation, Attacking your Queues, Work in Progress, Trade-offs, and more.  Each topic includes a number of techniques that will help you achieve the business outcomes you are looking for.  The VFQ materials will provide you with knowledge on Value Stream Mapping, Story Mapping, Cost of Delay, 6 Prisms and much more.   

In addition, VFQ really helps you get to the state of “being Agile”.  It moves you away from thinking about the mechanics.  Instead, it provides you a layer of knowledge in a critical thinking manner to ensure you apply the principles and behaviors to the practices to gain the outcomes that you want.  Finally, applying the VFQ education is also an excellent way to kick-start an Agile transformation.  This way, the Agile champions for the transformation and teams are armed with a variety of different ways to bring Agile to the organization. 

If you find yourself struggling with getting a good baseline of Agile education, then consider the Value Flow Quality (VFQ) work-based learning system.  It will help you bridge the gap between the Agile values and principles and Agile methods so that you bring the Agile mindset to bear as you start or continue your Agile journey. 

A great Agile book - Being Agile: Your Roadmap to a Successful Adoption of Agile

Being Agile is your roadmap to successfully transforming to an Agile culture. In this unique book, veteran Agile Coach Mario Moreira advises new and current adopters how to implement a robust Agile framework that emphasizes Agile values and principles over the mechanical elements. This book focuses on the business benefit of implementing Agile which focuses on delivering customer value and having a positive impact on revenue. 

This book begins by explaining that in order to truly cross the Agile chasm, there must be a transformation to the Agile culture that focuses on delivering customer value.  Mario shows maturing early adopters how to bridge the chasm between going through the motions of “doing Agile” and genuinely “being Agile.” 

It then delves into the business benefits of Agile and the often missing discussion that Agile supplements your strategy to help your business succeed.  The book highlights the important objectives of customer and employees matter, another area that often is underserved.  It briefly discussions some of the methodologies (including Scrum, Kanban, DSDM, Lean, VFQ, and XP), and the roles a team and organization can play within an Agile context. 

After a high-level synopsis of Agile, Mario reminds us that Agile is nothing more and nothing less than a set of values and principles.  This book delves deeply into a focus on the Agile values and principles.  This book dissects each value and principle that conveys whether they are really exhibited within a culture.  These values and principles must be observed, believed, and translated into actions as an important to precipitate a cultural shift. The book emphasizes the importance of keeping the values and principles always in mind.

The author then plunges into the nitty-gritty of the deploying Agile in a manner that will better achieve an Agile transformation.  He does this by introducing the reader to the Ready, Implement, Coach, and Hone (RICH) Deployment model.  The rubric of readiness engages and begins conditioning the mind toward the Agile mindset as well as focusing on the areas that need to be considered as you are embarking on your Agile journey.  He asks you to consider such factors as:

·         Evaluating team candidates for skills, behavior, and willingness 

·         Assessing Stakeholder buy-in and engagement

·         Determining Suitability for applying Agile

·         Identifying measures to see if you are Agile and if you are deriving the business benefits

·         Establishing a customer validation vision to engage in the critical customer feedback

·         Implementing Agile roles and identifying those best for these roles

·         Establishing an adaptable and scalable Agile framework

·         Determining your User story writing and grooming approach

·         Understanding story points for sizing and establishing a relative sizing framework

·         Establishing Educational needs and building an Agile community

·         Constructing Done criteria and how it helps with quality

Implement focuses on the timely application of agile elements within a team or organization while still maintaining emphasis on the Agile values and principles. Coach focuses on on-boarding teams, coaching teams and management through initial implementation, grooming in-house talent, ensuring Agile values and principles are a focus, while acting as a navigator on the path to Agility. Hone emphasizes the inspect-and-adapt model where periodically the current state is reflected upon and opportunities for improvement identified and acted upon.

This book is geared toward Agile Coaches, Scrum Masters, Product Owners, Team members, product managers, project managers, middle, senior, and executive management in software engineering and development divisions and enterprises.  Learning opportunities include:

·         Comprehending Agile values and principles with an in-depth discussion on each principle and how they may be exemplified within an Agile culture.

·         Advocating a framework in which values, customer engagement, employee engagement, and an Agile framework can lead to an increase in sales and productivity, incorporated in the Agile Value to Incentive Differentiator (AVID) framework.

·         Presenting a methodical yet adaptable approach toward Agile transformation, encapsulated in a Ready–Implement–Coach–Hone (RICH) deployment model that can help establish an adaptable roadmap toward your Agile destination.   

·         Introducing the importance of an Agile Customer Validation Vision that emphasizes a disciplined approach to engaging customers and gaining their valuable customer feedback

·         Providing a mechanism for evaluating your level of alignment to the Agile values and principles, encapsulated in the Agile Mindset Values and Principles (Agile MVP) Advisor.

·         Promoting a special focus on value-added work (VAW) that features customer work as valuable and an accompanying value capture metric.

·         Introducing Gamification concepts to engage and motivate employees toward Agile behaviors with the goal of achieving an Agile transformation

·         Advocating a change in your IT governance toward collaborative governance and performance review process places a focus on team rewards. 

This book ends with three case studies—stories of a smaller colocated project, a medium distributed project, and a large distributed team—to help you understand how the readiness activities, deployment approach, and commitment to Agile lead to different results. This book can help you focus on truly “being Agile” and gain the business benefits of doing so.  What will your case study look like?  Let this material in Being Agile help you achieve a successful one.

You may be FrAgile if...

Moving to the Agile can be challenging.  It implies a behavioral change to the Agile mindset supported by the Agile Principles found in the Agile Manifesto. However,  many find themselves in the land of FrAgile (i.e., fake Agile), Scrumbut (i.e., we are doing Scrum but not some of the practices), Scrumfall (i.e., some elements of scrum within a waterfall lifecycle), and even Kantban (i.e., Kanban without respecting the queues). 

What is FrAgile? This is where there either isn't really a commitment to go Agile, there isn't an understanding of what "being Agile" means, there isn't the talent like an Agile Coach to help bring about that change, or an incremental deployment approach stalls along the way. And most importantly, frAgile is when Agile very quickly becomes brittle, lacking in vigor, and shatters once there is tension applied leading to a regression to past ways of working.    

When "Fragile" happens...

Some may ask, “why do I care if Agile is not quite right”.  When a form of Fragile is applied, you will not gain the business benefits of aligning better with customer value and the many other benefits Agile can bring. When you see that you are not gaining the business benefits of Agile, instead of blaming Agile, look to see how you have implemented Agile and whether you are really aligning with its values and principles. 

In honor of Jeff Foxworthy and his "You might be a Redneck if" routine, I thought I would adapt his saying to fit the Agile message of this article.  I present several areas which can be problematic if they are not in place and you are serious about Agile.  So without further ado, "You may be FrAgile if": 

• ...you do not want to hire or identify a Product Owner (or similar) who works with both the customers to gather requirements and Engineering team to describe the requirements in more detail.  The result is that there engineering will build what they think the customer wants and then you will wonder why the customer doesn't want it.  
• ...you continue to have the Project Manager or Functional Manager assign the work to the Team.  The result is that your team will not be self-organizing and you will wonder why your team members are not engaged.  
• ...you continue to collect your requirements upfront and lock them in for the remainder of the project.  The result is that you may build the wrong thing for the customer and you will wonder why the customers are not very excited about the release and few are buying or upgrading to it. 
• ...you do not want to have a healthy balance of test/QA minded folks on the team.  The result is that the testing activities will become the bottleneck or worse yet, the testing aspects will become watered down (i.e., skip testing steps), ergo releasing a product with low quality and subject to many defects.  
• ...you mechanically know how to do the Scrum and XP events and practices but can't remember any of the Agile values nor any of the 12 Agile principles.  

Let me know what you think about the results of "You may be FrAgile if".  If you believe there are other Fragile, Scrumbut, Scrumfall, Kantban, and other related Agile challenges that could be non-starters or significantly impact the ability to "be Agile", please feel free to share.     

The Importance of Language in a move to an Agile Culture (with Polling Results)

In my experience in helping teams transform toward an Agile culture, moving away from the traditional terminology and adapting Agile terminology is very beneficial.  At the same time, I have sensed reluctance in organizations in removing from their traditional language.  I believe the language you use matters a great deal if you are attempting to achieve a certain culture.  A prime example is moving from the language of certainty in a more big-upfront Waterfall culture to discovery and hypothesis driven language in an incremental Agile culture.

If you are trying to change culture, the change in language highlights that something has changed and provides folks with a learning opportunity assuming that there is true meaning behind the language and a commitment to change. It makes everyone pay more attention. If you think about it, when you travel from one culture to another, the language does indeed change.  Using the proper language helps you inform and communicate needs more effectively while a common language provides a bond within our community.

Maybe the key is to use language that is most efficient and effective for the culture you want to get to. If you want to change your culture, you need to ensure that the language is not tripping you up and dragging along its baggage of prior meaning.  When you move from a big-upfront Waterfall to an incremental Agile culture, using the same waterfall language will trip you up.

Why? Because people in the organization still think the definition of the term is stemming from the 'old' culture. Attempting to change culture is hard enough and when you have language from the old culture still around, you can be sure that those people within the org are still interpreting the language using the old world context. This can impact your success to advance your new culture. 

With all of that being said, this is the opinion of one person.  So what of the opinions’ of others?  With that in mind, I embarked on a poll via LinkedIn to gauge other’s thoughts on how important is it to use Agile terminology to get to an Agile culture.  I present you with the following results:

Within a period of a month, there were 83 votes cast along with 26 comments.  The poll results revealed that 65% percent (or close to two-thirds) of the participants felt the use of Agile terminology was either ‘Very Important’ or ‘Important’ for an Agile culture.  Another 12% felt it were neutral.  The remaining 23% felt that the use of Agile terminology was of ‘Little Importance’ or ‘Not important at all’.

In order to more fully understand other opinions, I have included a paraphrasing of some of the comments.  They include: there is a need for specialized vocabulary; there are fundamental differences amongst various practices and methods so terminology should be considered; the terminology contributes to language precision; and the words used should work for the culture.  You can see one of the threads within the “Agile” Linkedin group for specific comments from others.

Some took my examples literally.  I didn’t really mean to imply that the term ‘sprint’ and ‘phase’ are the same, but I have seen teams use those terms interchangeably.  So I do agree that one term is not necessarily better than another but that you should ensure the language you use does not get in the way of learning and advancing within your culture.   Also, I’m not clear that there needs to be a standard “Agile” terminology across the industry.  However, with that said, if you are applying Scrum, you should use Scrum terminology (and the same for XP, Kanban, etc). There is a value of having a common Agile terminology within an organization so that there can be a more effective platform for Agile related discussion across teams.  

Also a few people mentioned that the meaning is more important than terminology.  I do favor this line of thinking because there should be an effective meaning behind all terminology used.  Terminology without meaning is babble.  So yes, it is important, dare I say critical to have a well understood and clear meaning behind all the terminology used in order to gain an effective Agile culture. 

Ultimately if you are truly trying to initiate a culture change, then the language should reflect the change you are looking to make.   In this case, if want to establish an Agile culture, utilize the terminology that provides an appropriate and clear meaning which drags little or no baggage.  This will help you get to the Agile culture you may be seeking.  Cheers!

Note: another article that discusses Agile terminology focusing on the terms 'size' vs 'estimate' may be found at: http://cmforagile.blogspot.com/2012/10/size-matters-using-size-instead-of.html

Agile Problem Finder

I occasionally hear that Agile is the silver bullet and will solve all engineering problems. In some cases, someone in management heard about Agile and figured it could be a quick fix to solve the challenges within their organization. Unfortunately this is far from the truth. While Agile mindset and methods can help you adapt to customer needs and deliver more effective customer value, one key benefit that I find is that Agile shines a bright spotlight on existing problems within an organization or team.

This is where Agile methods such as Scrum, eXtreme Programming (XP), Kanban, Test Driven Development (TDD), and others can be very effective problem-finding tools. While this is not what most people think about when adopting Agile, it is a side benefit. It is important to understand that Agile methods won’t necessarily help you solve the problems that are being uncovered but they really need to be removed to achieve the value delivery and speed you are looking for. 

More often these challenges have been around for quite some time, well before Agile was introduced. In fact, management and team members have known about these issues, risks, and dependencies, but they conveniently get buried under the organizational carpet. In the Agile world, every impediment can impact the value and velocity of Agile.  Once Agile comes along, the spotlight focuses brightly on anything that gets in the way of efficient and effective delivery of customer value. What are some of areas where Agile shines the halogens onto existing problems? In my experience, I have encountered numerous challenges during the deployment Agile. Here are some examples:

• When moving to a 2 week cadence of delivery, the team bumped into organizational processes like approvals and alignment of priorities that slowed the team's ability to delivery on a faster cadence. We talked with these approval groups, shared what is agile and asked if they could work with us on a more regular basis (e.g., bring approval groups in earlier and add a Scrum of Scrums to gain alignment with dependent groups).  
• In setting up Scrum teams, it became clear that there is a lack of QA resources on the project (7 developers to 1 QA engineer). We assessed that our development to QA ratio really needs to be 5 to 3, then replaced some developers with QA engineers. Until we could hire the level of QA engineers needed, we had a few of the developers play the QA role.
• We learned that teams often don't stay together long enough to perform effectively.  Project-based company didn't allow bonding time. When the project ended, the employees are reconstituted to other project teams. We worked to have a long lived team allowing them to go through the stages of forming, storming, norming, and then performing and then stay together. 
• The team lacked trust and psychological safety. There is often a culture where trust is damaged by management actions as teams are not trusted enough to make decisions. Teams don't feel safe enough to bring up vulnerable points to more easily get over team hurdles. We implemented bounded authority so teams own their own decision-making.  
• In running incremental QA processes, it becomes clear that there is a lack of automation and, in fact, very few unit tests were ever written. We then spent some time building unit tests to provide at least 80% test coverage (we built this into our Definition of Done), then began automating the tests.
• In running continuous integration, there was a lack of understanding the branching and merging process. Developers were unaware of the importance of refreshing the private workspace with latest successfully built and approved code and also continued to retain local objects and executables in their private workspaces. An effective Checkout/Checkin process (with refresh and build and promote) was established and workspace education was conducted by the Configuration Management (CM) engineers for the team.
• In working with a legacy team, it became clear upon sizing and building functionality on existing code, that we were continually breaking other parts of the code since there was tremendous technical debt within the code base. It was learned that there was no coding standards since the beginning. We initiated a refactoring strategy with coding standards to help us reduce some of the more problematic code modules.
• In working with Product Owners (aka, Product Managers), it became clear that requirements were poorly written which led to a lot of churn between the Product Owner and the developers/QA engineers. The existing requirements list had requirements at multiple levels and it was hard to discern who the requirement was meant for. I educated the Product Owners and Scrum team members on how to write requirements in a canonical form (persona + action + business value) and the POs rewrote the requirements over time in a priority order.

For some teams that move to Agile, they can get overwhelmed by the problems that are identified by the Agile spotlight. In some cases, prior to deploying Agile, it is worth identifying the existing challenges so folks realize they are not caused by Agile. One way to do this is to understand your full end-to-end "idea to release" process. The key is to add the challenges to your issues list, prioritize them, then address them in priority order. Remember, the Agile spotlight can help you identify some of your problematic areas on the product or in the organization. Take advantage of this but be prepared to address the challenges.  What existing problematic areas have you identified when you were implementing Agile?

Agile – Its more Disciplined than you Think

Agile is known to be an adaptive mindset and approach to conduct work to better align with customer needs.  A side affect and often a myth to this is that some think Agile allows ad-hoc changes and it gets branded as being the cowboy methodology. Some folks who say they are Agile, use it as an opportunity to abandon processes and documentation so that they can enjoy the wild west life. These cowboys know that they get away with pretending to be Agile since many folks, particularly their up-line management have little idea of what Agile really is. Other folks like to term whatever they are doing as Agile in order to be on the Agile bandwagon.

However, it is the cowboy and those that want to pretend they are doing Agile that propagated the myth that Agile is an undisciplined approach. Ultimately, these pretenders can give Agile a bad name in the organization and industry since others will believe that Agile means no process, implies an ad hoc approach, and is undisciplined.

For those that have followed the formal Agile approaches of Scrum, Kanban, eXtreme Programming (XP), Test Driven Development (TTD), and more, when done right realize fairly quickly that Agile instills much more rigor and discipline than some folks realize. Some who follow Scrum properly for instance, learn quickly that there is much more discipline than they originally thought.

One of the early introductions to Scrum is Sprint (or iteration) Planning.  Imagine every two weeks you revisit the backlog to reprioritize it, then scrub and design each story, size the work, and commit to the work for the next sprint. This is meant to be a rigorous day of really understanding the work for the sprint where typically your brain will hurt upon conclusion of this day-long session!

Now let’s visit the Daily Stand-up sometimes known as the Daily Scrum. First, imagine that you MUST show up on time. This shows your commitment to schedule and respect for others' time. Then imagine you must share 'what you did yesterday' and 'what you are doing today', and “what are your impediments” and not just to the Scrum Master but to each other. Imagine, every day this is occurring! This starts to get you into a laser focus of the work and gets you motivated to get work accomplished.  

Finally imagine that at the end of each sprint, you must have working software per the end of sprint review (aka, demo). This means that within the end of a two-week sprint, you need to build the user story (aka, requirement) into a meaningful and viewable piece of functionality for validation by customers (and you cannot show customers junk, can you?). Remember that Agile takes an empirical approach where progress is based on actual observations and data to understand progress. 

To add to this, during the sprint each story you work on has to meet the rigorous “done criteria”. Done criteria is a commitment that (for example) each story that is worked on, must be checked out, incrementally designed, coded (following appropriate coding standards), possibly code-reviewed, built, unit tested, checked-in/promoted, merged, integration built, smoke tested, and system tested. Whew, is that enough discipline for you yet? All of this within a sprint so that you can have some tangible to show the customer so that they can validate if you are meeting customer needs.

Or course there are many more rigorous Agile practices. The discipline helps with the productivity and accountability to really become an empowered team. The discipline also ensures you remain hyper focused on the work. So next time someone says Agile is undisciplined and ad hoc, it is clear that they haven't done Agile as it was meant to be, and more importantly, explain to them the real rigors of Agile when you want to have observable progress.