Archive for the ‘Reference Information’ Category

Comparison of OpenAgile with Scrum

Monday, February 1st, 2010

OpenAgile is similar to Scrum in many respects. Both are systems for delivering value to stakeholders. Both are agile methods. Both are frameworks that deliberately avoid giving all the answers. So why would we choose OpenAgile over Scrum?

The most important difference is in applicability: Scrum is designed to help organizations optimize new software product development, whereas OpenAgile is designed to help anyone learn to deliver value effectively.

OpenAgile is an improvement over Scrum in the following ways:

  1. More effective teamwork and team practices, in particular the Consultative Method of Decision Making, and
    applicability over a larger range of team sizes from a single individual on up.

  2. Recognition of the individual capacities required for effective learning, namely Truthfulness, Detachment,
    Search, Love and Courage. Scrum acknowledges a separate set of qualities, but does not show how they systematically connect with the requirements of a Scrum environment.

  3. Systematic handling of more types of work beyond just “new artifacts” and “obstacles”. In particular, OpenAgile includes calendar items, repetitive items and quality items and acknowledges their unique qualities in a work
    environment. OpenAgile also provides a framework to include additional types of work beyond these five.

  4. Improved role definitions based on extensive experience.

    1. There is only one role defined in OpenAgile (Team Member) vs. three defined in Scrum (Team Member, ScrumMaster, Product Owner).

    2. There are multiple paths of service that allow Team Members and Stakeholders to engage with an OpenAgile team or community in different ways. There are five paths of service: Process Facilitation, Growth Facilitation, Tutoring, Mentoring, and Catalyst.

    3. The Process Facilitator path of service is similar to the ScrumMaster role with the following major differences:

      • is not responsible for team development
      • is not necessarily a single person, nor is it a required role
    4. The Growth Facilitator path of service is similar to the Product Owner role with the following major differences:

      • is responsible for all aspects of growth including value (like the Product Owner), and individual and team capacity building.
      • is not necessarily a single person, nor is it a required role
  5. Integration of principles and practices from other methods. Two examples suffice:

    1. From Crystal: creating a safe work/learning environment.

    2. From Lean: build quality in, value stream mapping, root cause analysis, standard work.

  6. OpenAgile allows interruptions during the Cycle. Scrum has the concept of Sprint Safety. This makes Scrum
    unsuitable for operational work and general management.

  7. The distinction between Commitment Velocity and other uses of the term “velocity” used in Scrum. Commitment Velocity is the historical minimum slope of a team’s Cycle burndown charts and determines how much work a team plans in its Engagement Meeting.

  8. Flexibility in the length a Cycle. Scrum requires that Sprints (Cycles) be one month in duration or less.
    OpenAgile allows a Cycle to be longer than that and instead provides a guideline that there should be a minimum number of Cycles planned in the time expected to reach the overall goal.

  9. The Progress Meeting in OpenAgile does not require people to take turns or directly answer specific questions.

  10. Avoiding conflict-oriented models of staff and management (Chickens and Pigs in Scrum).

  11. Terminology changes to be more clear in meaning and applicable beyond software. A comparative glossary is
    included below.

Another major difference between OpenAgile and Scrum is how the community operates. OpenAgile is an open-source
method that has a specific structure for community involvement that allows for continuous improvement of the system. Scrum is closed. It is closely managed by it’s founders and this has led to challenges with the method becoming dogmatic. OpenAgile is meant to constantly evolve and grow.

Comparative Glossary between OpenAgile and Scrum

OpenAgile Scrum
Cycle Sprint
Cycle Planning Sprint Planning and Sprint Review
Team Member Team Member or “Pigs”
Process Facilitator ScrumMaster
Growth Facilitator Product Owner
Work Queue Product Backlog
Work Queue Item Product Backlog Item
Cycle Plan Sprint Backlog
Task Task
Work Period Day
Progress Meeting Daily Scrum
Learning Circle w/ steps Inspect and Adapt”
Delivered Value Potentially Shippable Software
Stakeholders Chickens”
Five Types of Work:

New, Repetitive, Obstacles, Calendar,
Quality

- no equivalents -

User Stories, N/A, Impediments, N/A, N/A

Consultative Decision Making - no equivalents -
Sector / Community - no equivalents -

References on OpenAgile:

http://www.openagile.com/

http://wiki.openagile.org/

References on Scrum:

http://www.scrumalliance.org/

http://www.scrum.org/

“Agile Software Development with Scrum” - Schwaber and Beedle

“Agile Project Management with Scrum” - Schwaber

“Scrum and the Enterprise” – Schwaber

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OpenAgile Reference Sheet Download – First Draft Available

Wednesday, June 10th, 2009

Hi Everyone!  As you know, I’ve been working with my team at Berteig Consulting and with some of our clients to create the OpenAgile method.  OpenAgile is based on Scrum and Lean, and integrates some important learning and teamwork principles and practices.  We’ve just published the first draft of the OpenAgile Reference Sheet.  This is based on the OpenAgile Primer as well as integrating some late-breaking learning about the use of Agile in non-software environments.  I hope you like it, and let me know if you have any suggestions!  We’re going to get to an official first release of OpenAgile soon, and when that happens, we will also be starting the official “open” part of it – OpenAgile is meant to be an open-source agile method!

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Growth Facilitator role on an OpenAgile team

Friday, June 5th, 2009

This is my first post on the Agile Advice blog.  In fact, it’s my first blog post ever.  Before joining the Berteig Consulting team, I had never even heard the words Agile, Scrum, Lean, or OpenAgile.  After all, my background is marketing, community relations, and sustainability!  Needless to say, I’ve gone through some intense learning about the role of the Growth Facilitator.

The responsibility of the Growth Facilitator is about more than simply prioritizing New Work goals and tasks. I see the role as contributing to the organizational culture, and helping to build the business in a sustainable way. “Sustainability” is an important concept at BCI. It means that we are committed to conducting business in a way that is respectful of the environment, society, and the economy. At the same time, it means that the BCI team operates at a sustainable pace, finding ways to balance our work and life so that we don’t burn out.

As Growth Facilitator, I am also responsible for guiding the team toward delivering greater value for our stakeholders. At Berteig Consulting, our stakeholders don’t just include the company’s owners. Our stakeholders include a wide range of groups, including customers, suppliers, employees, and our families, all without whose support nothing we do would be possible. Delivering value to our stakeholders requires that we keep them in mind when we commit to our tasks each week.

One of the important lessons I learned was to give the team S.M.A.R.T. – Simple, Measureable, Achievable, Relevant, and Timebound – goals and give them space to come up with the tasks to meet the goal. When I first started, I made goals that were broad, saying for example “to take care of our clients” or “to work at a sustainable pace.” Rather than stating goals, I realized that I was making statements of the team’s shared values. And while the team integrated these thoughts into our behavior, it was nonetheless challenging to spin off specific tasks that we could work on. Now, I try to ensure the goals I create conform to a user story format and meet S.M.A.R.T. criteria. For example “Berteig Consulting can update the Certified ScrumMaster course content so that all CSM course participants receive the best value in the market.” As soon as I made the direction clear, the team self-organized and generated tasks required to achieve each goal.

Another key lesson of developing the direction for the team was allowing the Team Members time to review the next Cycle’s goals in advance of the Cycle Planning Meeting so that they could provide feedback and seek clarification. This became particularly important when one team member jumped on a business opportunity that created a significant amount of New Work. We simply could not overlook this great opportunity, and we moved it to the top of the New Work priority list and put it in the next Cycle Plan.

Last, I learned that the Growth Facilitator and Process Facilitator have a complimentary relationship that requires frequent consultation. As the Process Facilitator goes about helping the team overcome obstacles, it can become clear that the team needs to address a systemic challenge during one of the upcoming Cycles. The Growth Facilitator then states the need as a Cycle goal in a S.M.A.R.T. format, allows the team time to give feedback, and prioritizes the goal in the New Work list. When the goal is brought to a future Cycle Planning Meeting, the team breaks the goal into tasks and solves the systemic obstacle that the Process Facilitator identified.

These lessons have helped me understand how the Growth Facilitator role extends beyond prioritizing New Work and guiding the team’s value delivery. The role also fosters the culture in which the work gets done – working at a sustainable pace, taking care of our customers, and maintaining unity of vision.

I would love to hear your thoughts about anything I’ve expressed here. Berteig Consulting is a deep-learning environment, and your feedback is invaluable.

David D. Parker
VP Marketing and Sustainability
Growth Facilitator

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Scrum Gathering – Orlando Florida – Day 1 Summary

Monday, March 16th, 2009

The first day of the Scrum Gathering in Orlando is finished.  I had a great day all-in-all.  I went to 3 and a half sessions, took a nice sun break in the afternoon, and then mingled at the evening reception.

Some observations:

More People Using Agile and Scrum for Non-Software

This was interesting.  When I actually spent time talking with people I heard several times that people were using agile approaches in non-software environments.  One person is working with an oil company to apply agile methods to all project work.  Another two people are extending agile / Scrum into marketing departments.  And one other person was applying agile into the whole organization.

Of course, with OpenAgile, I’m very interested in all this.  I’m hoping that I can organize some sort of group / institute / organization for people using agile methods outside of software development.  If you’re interested, please contact me on LinkedIn or Facebook or any other method you wish.  People seemed to be in general agreement that this is still new stuff, and that they are having to make adaptations to make agile work in these other environments.  After all, not all work is purely creative or problem-solving!

Economic and Recession Fears

Gregory Balestrero gave a talk about the relationship between the PMI and the Scrum Alliance.  I felt that his talk was much more 30000 foot level and that it probably wasn’t quite right for the audience.  The questions people asked at the end seemed much more appropriate for someone who was an author of the PMBoK rather than the CEO of the PMI.  There was a mis-match between presenter and audience.  At any rate, Gregory spoke quite a bit about the economy and the fears people have about it.  He emphasized that this time actually represents a real opportunity for organizations to get better at doing projects by focusing on value.  I couldn’t agree more!

As well, in my discussions with several other individuals who are coaches or run agile coaching businesses, I heard quite frequently that the past few months have been hard on business here in the United States.  One company has actually laid off some coaches.  This is in line with our experience at Berteig Consulting… up to a point.  December and January were slow, and in fact slower than “normal”, but we still did very well in the Dec. to Feb. quarter.  Clearly the Canadian market is still moving well, and there is a recognition that agile and Scrum are a means to help organizations get through these tough times.

One a related note, the resort we are staying in and in which the conference is being held is the Gaylord Palms.  Apparently, bookings are way down at the hotel to the point where they have temporarily closed some of the restaurants in the resort.  Likewise, when my family went to a water park during the day today, some of the rides were closed because there were so few people.  Please remember: this is Spring Break!!!  Clearly tourism is _way_ down.

Reconnecting with Friends and Collegues

I’ve met up with (in no particular order): Tobias Mayer, Alistair Cockburn, Catherine Louis (from Nortel), Sanjiv Augustine, Mike Vizdos, Carole Marks, Mitch Lacey, Jim Cundiff, Gabby Benefield, and probably others that I can’t remember.

I also met for the first time several people.  I hope I can keep in touch with everyone!

Highlight of the Day

Mike Cohn gave a presentation on Leading Self-Organizing Teams.  It was fantastic.  My favorite part of it was his introducing the CDE (Containers, Differences and transforming Exchanges) model.  In this model, self-organization is positively influenced by appropriate constraints on the containers, differences and transforming exchanges among the people who are asked to self-organize.  To explain: containers define in-ness vs. out-ness for participation, scope of work, environment of the group that is self-organizing.  Differences are the variations in the skills, qualities, attitudes, knowledge etc. of group members.  And transforming exchanges are the interactions between group members both amongst each other and with outside groups, where such interactions cause a transformation of some sort: creation of value, sharing of knowledge, new activities, etc.

By using the CDE model, we can diagnose challenges facing an agile team.  Mike Cohn included a number of scenarios for us to use to practice the application of this model.

Looking Forward to Day 2

Hopefully Day 2, which is primarily and Open Space event, will be even more interesting that Day 1.  I will continue to post frequent articles about the events of the day!  Please feel free to ask for more details in the comments… or to suggest that I connect with someone, or to bring up a topic for the Open Space portion.

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Agile Successes and “Failures”

Wednesday, February 18th, 2009

Here are the results from a bit of web research that I just did for a client:

Successes:

Capital One:

Agile 2007 Conference Presentation – “The Growth of an Agile Coach Community at a Fortune 200 Company”

*Mishkin Berteig (http://www.berteigconsulting.com/MishkinBerteig) worked with co-author Kara Silva on a large-scale Agile implementation

2005 Information Week article

Salesforce.com:

Agile 2007 Conference Presentation

“Failures“:

It’s generally really hard to get people to talk openly about failure.  I assert that Agile itself never fails, rather organizations fail to implement Agile.  But that’s for another article. Here are some anonymous stories:

http://www.agileadvice.com/2007/08/09/agile-case-studies/a-cautionary-tale-delaying-agile-adoption/

http://www.cio.com/article/442264/Cargo_Cult_Methodology_How_Agile_Can_Go_Terribly_Terribly_Wrong

This one includes successes and failures in China:

http://www.infoq.com/articles/Agile-adoption-study-china

Another interesting article about the concept of failure:

http://blogs.zdnet.com/projectfailures/?p=494

So cheeky, so true:

“How to Fail with Agile” by Clinton Keith & Mike Cohn

Interviews on adopting Agile:

http://www.infoq.com/bycategory/contentbycategory.action?idx=2&ct=2&alias=adopting-agile

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Lateral Violence and Workplace Safety – Awareness for Agile Teams and Coaches

Monday, January 26th, 2009

Two very interesting videos.  The first, a presentation by Rod Jeffries, goes through a treatment of “Lateral Violence”.  The second is three role-play scenarios to demonstrate the concepts.  Both of these videos are in the context of nursing in hospitals… however, it takes little imagination to see how they apply in other environments.  I would actually assert that the problems described in these videos are endemic to most organizations.

Alistair Cockburn has also written about safety in a team context.

Scrum and other agile methods all have some mechanisms for dealing with this sort of challenge, but they can start failing quickly if the sponsors of the agile effort do not overcome the habitual and cultural challengs.

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The Best Agile Practices to Implement Now (Highest Return on Investment)

Monday, May 12th, 2008

Everywhere I go, there are three practices that make the biggest difference in overall productivity for teams and organizations. All three practices are part of agile methods such as Scrum and Extreme Programming, but you don’t need to be doing these methods to take advantage of these practices. All of them are relatively inexpensive, and the return on investment for these practices is HUGE!!! Without further ado…

1. A Proper Team Room

This is astonishing: you can expect a 60% boost in team productivity from this single practice! The cost of re-stacking your cubes or office spaces is trivial compared to the benefits. If you are going to do this, do it right! Do the research, hire an agile coach or consultant, but make sure it is done well. One organization I worked with was very excited about their new team room setup. They had a nice open-concept layout with lots of windows etc. But they had also made some big mistakes including that all the developers on a single team would have a low wall separating them from each other. Because of poor layout that would block communication paths, their new setup would actually be worse than their old setup! Some research has shown that you can expect as much as a doubling of productivity (reference). This is one practice you don’t want to let your competitors pick up before you do! Here are some tips on agile team room setup.

Example Agile Team Room

2. Short Iterations

Once you have set up your team room, it is critical for your team to have something to do! The fastest way to get your team doing something is to start using short cycles of work (iterations, sprints) to deliver valuable results such as working software. Many software development projects use iterations that are two weeks long or even a month long. I strongly recommend iterations that are only one week long. Again, the benefits are incredible: your team will move through the stages of team development (forming, storming, norming and performing – reference) much more quickly than with longer iterations or no iterations… thus leading to high productivity much sooner. The value here is in the time gained. This chart demonstrates how this works:

short iterations boost team productivity

The short iterations provide a certain type of pressure that forces team and project crisis to happen quickly. However, because iterations deliver working, valuable results, the pressure is not demoralizing, instead it motivates teams to get through the crisis and reach the norming and performing stages of development quickly. Again, to make this work, there are some critical success factors including methods of allowing team commitment, self-organizing and obstacle removal.

3. Test Driven Development

There is a myth that speed and quality are mutually exclusive. This comes from the idea that you need to slow down to make stuff high quality or that you need to sacrifice quality in order to go fast. It is true that initially you might get gains through these approaches. The really amazing thing happens when you try, deliberately and systematically, to do both high speed and high quality work. In software development this is best done through test driven development. In informal polling I’ve done with teams I’ve worked with, test driven development produces a noticeable long-term productivity gain as well as a simultaneous increase in developer and end user satisfaction due to a substantial reduction in defects discovered after the code leaves the developers. I have seen teams doing this that reduce defect rates to 5% (or less!) of what they once were prior to test driven development… while at the same time delivering projects faster than expected. Since substantial expense is squandered on defect management (tools, support teams, user training, lost productivity, etc.) and since staff turnover is also high in IT and high-tech, the results of test driven development on the bottom line are substantial.

Benefit of All Three Practices

If a team and an organization adopt these practices, get through the initial cost of learning them, then I would like to suggest that your teams can easily double their productivity if not more. For a team of 5 people working on a 100 day project this amounts to shortening the project to 50 days (save $200,000) or get twice as much work done. Clearly, an organization that adopted these practices and perfected them would save huge amounts of money and would be able to crush any competitors not doing this.

Previously I wrote a more general treatment of the benefits of agile and an article that lists other resources discussing the benefits of agile.

Any discussion of benefits should at least say a few words about how exactly to measure those benefits! However, I’m out of time. How do you measure the benefits of agile?

Hey folks, if you found this useful, could you please “Digg” and “Reddit” this article?  Thanks!

Not getting the benefits of agile? Consider the Agile Clinic!

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The Scrum Study Guide is now Available… Really!!!

Monday, April 28th, 2008

Scrum Study Guide, “The Best Tool for New ScrumMasters”, is now available at Scrum Study Guide. This guide is designed to be an editable tool for helping ScrumMasters do their jobs effectively. With the Scrum Study Guide you are able to keep track of the rules of Scrum, to keep structured notes on your own job as the ScrumMaster, to maintain a list of online reference material, to assess the progress of your team, and to organize the obstacles you are working on.  It also contains a wealth of reference information for learning along the way.

This is the project I’ve been working on for the last several months that has reduced my output here on Agile Advice.  It represents a huge investment of my time as well as several other people who have assisted me in this including Paul Heidema and Garry Berteig.  Purchasing the Scrum Study Guide, aside from its usefulness as a tool itself, will also give you substantial discounts on other services offered by Berteig Consulting Inc.  Finally, if you like it, you can help to share it by letting us know who should get a discount on their purchase of the Scrum Study Guide.  Enjoy!

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Comprehensive List of Agile Practices

Sunday, March 9th, 2008

This might be impossible, but I was thinking that it would be cool to have a single reference of all the possible agile practices.  Obviously, since “agile” is not a single defined method, we must take the word “comprehensive” with a bit of humor (or a grain of salt).  I’ve attached a spreadsheet that represents my first draft (it’s in OpenOffice.org format so that you don’t have to worry about me spreading viruses – if you want it in MS Office format, email me at mishkin@berteigconsulting.com).  I’ve split the practices up into several sections including: “Agile Skeleton”, “Common Practices”, “Basic Scrum Practices”, “Optional Scrum Practices”, “Extreme Programming Practices” and “Lean Practices”.  I’ve stopped there because I’m not an expert on other agile methods such as Crystal, Agile Unified Process or Feature Driven Development.  I imagine that this list will be useful for teams to do self-assessment and to think about ways they might improve.  Perhaps it could be used in a retrospective setting.  Berteig Consulting coaches use something similar to this to assess the effectiveness of their engagement with clients.  If you think of practices I’ve missed or other potential uses for a list like this, let me know in the comments.  My intention is to convert this to a wiki and make it available under a Creative Commons license once it is a little more refined.

Agile Practices List (OpenOffice format – 68KB)

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Patterns of Agile Adoption by Mike Cohn

Wednesday, January 16th, 2008

Mike Cohn has written an excellent article that covers a number of different options that can be taken when someone in an organization desires to implement an agile method.  These Patterns of Agile Adoptions are described as three sets of contrasting options:

  1. Start Small vs. Go All In
  2. Technical Practices First vs. Iterations First
  3. Stealth Mode vs. Public Display
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Scrum Rules Cheat Sheet – Updated!

Tuesday, October 23rd, 2007

A few weeks ago, after my last update of the Scrum Rules Cheat Sheet, I decided that it might be a good idea to ask Ken Schwaber about what I had developed… He immediately asked if I had checked it against the rules listed in his book Agile Project Management with Scrum. Of course, I hadn’t. In fact, although I’ve read the book, I neglected to read the appendix in which the rules are contained. So, I read it and updated the cheat sheet. I found that there were a few rules that I was “assuming” because I work with Scrum so frequently. As well, there were a few rules that I actually didn’t remember. The cheat sheet is now getting to the point where I would like to break it into two pages, but then it wouldn’t be a cheat sheet anymore… so with smaller font size… presenting, the new and improved Scrum Rules Cheat Sheet. Here is the original article about the Scrum Rules Cheat Sheet.

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Agile Benefits: Five Essential Reasons to Try Agile

Monday, September 24th, 2007

Although there many other benefits of agile, and although those provide us with other reasons to try agile, the five essential benefits of agile are:

Rapid Learning – disciplined application of the scientific method to explore the best ways to deliver valuable results.

Early Return on Investment – opportunity to use the results of work starting with the work delivered at the end of the first iteration.

Satisfied Stakeholders – engagement in the process in a way that allows meaningful contributions from all stakeholders.

Increased Control – mechanisms to track/measure and therefore steer the direction that work is going so that it meets goals.

Responsiveness to Change – processes, tools, roles and principles that allow a team and an organization to embrace change rather than reject, control or suffer from change.

These reasons are sufficient and apply to operations work, project work and open-ended research work, whenever humans are involved. The above links take you to more detailed descriptions of each of these benefits.

What are some of the other benefits of agile?

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Scrum Rules Cheat Sheet – Updated!

Saturday, September 22nd, 2007

Okay, here’s yet another draft of the Scrum Rules Cheat Sheet. I’ve added two optional rules, a note about Truthfulness as well as re-wording or clarifying a few other rules. This is an update worth checking out! I would love to hear comments from people about how well this is communicating, how useful it is, if there are things missing or if you have any other suggestions for changes. Thanks! This is the original article about the Scrum Rules Cheat Sheet.

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Agile Benefits: Increased Control

Thursday, September 20th, 2007

One of the reasons that agile provides stakeholder satisfaction is because of increased control. This increased control is a benefit in its own right. The word “control” must be used carefully… some agile approaches and practitioners are justly wary of the word and its common uses. This particular benefit of agile is often a little surprising to people how have believed the myths around agile that it is a chaotic-anything-goes type method. Let’s look at how an agile approach provides more control.

(more…)

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Scrum Rules Cheat Sheet – Updated!

Monday, September 3rd, 2007

After feedback and use in a number of different circumstances including training and coaching, Berteig Consulting has made a new Scrum Rules Cheat Sheet (pdf) available. Corrections to the old version include a “Basic Rule” about managing defects, as well as several changes to improve clarity.

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