Announcement: OpenAgile Conference!

Hi Everyone,

I’m pleased to announce that a mini-conference for OpenAgile, with some great speakers, has been planned and is ready to accept early-bird registrations!  The conference takes place in London, Ontario (yes, there is an airport) at the University of Western Ontario on March 18th.

Check out the conference information at http://www.openagilelondon.com/

I will be one of the speakers, along with some great industry leaders!  I look forward to seeing some of you there!

New Seminar: Certified ScrumMaster – Toronto – April 2013

The most popular Agile certification! This two day course gives you the foundations to be an effective ScrumMaster and contributes towards the requirements of the Scrum Alliance’s Certified ScrumMaster program. Delivered by Berteig Consulting’s own Mishkin Berteig!

By successfully completing this course you will be able to:

  • Remove obstacles that prevent teams from becoming high-performance.
  • Enable a team to follow the Scrum process to deliver great products and continuously improve their quality.
  • Describe Scrum to others including roles, meetings, artifacts and principles.
  • Fulfill the requirements of the Certified ScrumMaster program.

Days: April 3, 2013, April 4, 2013

Location: Courtyard by Marriott Toronto Downtown, 475 Yonge Street, Toronto, ON Tel: 416.924.0611 (Google Map: http://goo.gl/maps/EyFH4)

Audience: This course is ideal for those who desire to create high-performance product development teams. Team leads, project managers and functional or line managers all can benefit from understanding Scrum’s amazing transformational power and the critical role of the ScrumMaster. If you are a member of the Project Management Institute, this course counts for 16 PDU’s and as part of the requirements towards the PMI-ACP designation.

Price: $1400.00

Contact: Valerie Senyk at 1-905-868-9995

Phone: 1-905-969-9995     Email: valerie@berteigconsulting.com

Link to Register: http://www.worldmindware.com/Certified-ScrumMaster-Toronto-April-2013

100 Monkeys… great new blog

Earlier today at the Inspirational Expo in London Ontario, I met two young, enthusiastic people: Brette Hamilton and John Preston.  Brette and John told me that they had grown frustrated with working in traditional media and had started 100 Monkeys as a way to bring a positive focus to the world… to share stories that would help rather than hinder, discourage, or cause grief.  Their tag line is “A positive media site”… I hope you take the time to visit them!  Here is a photo from the event:

100 Monkeys - Brette and John

Thanks to Brette and John to a great attempt at building a professional career on something positive!  I wish them well, and I hope you all visit them often, and help them out in whatever way you can!  (Sharing the link is probably the easiest!  Twitter, Facebook, LinkedIn or your own blog!)

Certified ScrumMaster – Mississauga – March 2013

The most popular Agile certification! This two day course gives you the foundations to be an effective ScrumMaster and contributes towards the requirements of the Scrum Alliance’s Certified ScrumMaster program. Delivered by Berteig Consulting’s own Mishkin Berteig!

By successfully completing this course you will be able to:

  • Remove obstacles that prevent teams from becoming high-performance.
  • Enable a team to follow the Scrum process to deliver great products and continuously improve their quality.
  • Describe Scrum to others including roles, meetings, artifacts and principles.
  • Fulfill the requirements of the Certified ScrumMaster program.

Days: March 26, 2013, March 27, 2013

Location: Fairfield Inn and Suites Toronto, 35 Courtneypark Drive West, Mississauga, ON 905-546-2030 (Google Map: http://goo.gl/maps/ee9IX)

Audience: This course is ideal for those who desire to create high-performance product development teams. Team leads, project managers and functional or line managers all can benefit from understanding Scrum’s amazing transformational power and the critical role of the ScrumMaster. If you are a member of the Project Management Institute, this course counts for 16 PDU’s and as part of the requirements towards the PMI-ACP designation.

Price: $1400.00

Contact: Valerie Senyk

Phone: 1-905-969-9995     Email: valerie@berteigconsulting.com

Link to Register: http://www.worldmindware.com/Certified-ScrumMaster-Mississauga-March-2013

Agile Advice Book

Hi Everyone!  I’m writing a compilation book of the best articles of Agile Advice (as well as some that may not have been so popular, but which I think are important).  I was wondering what you all think are the best articles from our archives so that I can be sure to include them!  The best way to vote, since there are soooo many articles about Agile, Scrum, OpenAgile, Management, Org Change etc. etc. is to simply write a comment on the articles you think are the best and worth including in a book!  You can comment on any of the articles: feel free to brows through the archives, go by subject, do searches, etc.  As well, if you have any suggestions for specific blog posts that you always wish I had written, please comment in the section below.  I will be including three brand new articles in the book that won’t be published here as stand-alone articles.  If there are enough interesting suggestions for articles in the comments here, I will also choose up to three ideas to write about for special inclusion in the book and if you made the suggestion, I will including a credit to you for the question (if you want me to, otherwise you are free to remain anonymous).  I’m hoping to get the first draft of the book out by the end of January since I’ve already put a lot of work into it, and that draft will be available for free here online for a limited time.  The final draft will be self-published and I will provide links here to those who want to purchase it.

Thanks for your loyal readership and thanks in advance for your votes and suggestions!

- Mishkin.

Upcoming Seminar: Certified Scrum Product Owner, February 26, 2013, Markham

The Product Owner role is the most difficult in Scrum to do well. This Learning Event solves that problem by giving you real practical techniques that you can apply immediately!

Learning Objective(s): Create a Product Backlog that allows your Scrum team to start delivering value quickly.

Days: February 26, 2013, February 27, 2013

Location:The Courtyard Marriott Markham, 65 Minthorn Blvd, Markham ON L3T 7Y9,

1-905-707-6533

Audience: This course is designed for those who care about the business success of their products and projects: product managers, project managers, business unit leaders and business analysts. Some basic knowledge of Scrum is recommended prior to attending this Learning Event.

Price: $1600.00

Contact: Valerie Senyk

Phone: 1-905-969-9995     Email: valerie@berteigconsulting.com

Link to Register: http://www.worldmindware.com/Certified-Scrum-Product-Owner-Markham-February-2013

Upcoming Seminar: Certified ScrumMaster Seminar, February 05, 2013, Toronto

This two day course gives you the foundations to be an effective ScrumMaster and contributes towards the requirements of the Scrum Alliance’s Certified ScrumMaster program.

By successfully completing this course you will be able to:

  • Remove obstacles that prevent teams from becoming high-performance.
  • Enable a team to follow the Scrum process to deliver great products and continuously improve their quality.
  • Describe Scrum to others including roles, meetings, artifacts and principles.
  • Fulfill the requirements of the Certified ScrumMaster program.

Days: February 5, 2013, February 6, 2013

Location:The Courtyard Marriott Toronto Downtown, 475 Yonge at Wood Tel. 416-924-0611

Audience: This course is ideal for those who desire to create high-performance product development teams. Team leads, project managers and functional or line managers all can benefit from understanding Scrum’s amazing transformational power and the critical role of the ScrumMaster. If you are a member of the Project Management Institute, this course counts for 16 PDU’s and as part of the requirements towards the PMI-ACP designation.

Price: $1400.00

Contact: Valerie Senyk
Phone: 1-905-969-9995     Email: valerie@berteigconsulting.com

Link to Register: http://www.worldmindware.com/Certified-ScrumMaster-Toronto-February-2013

 

Global Day of Coderetreat

This sounds like a really great event!  Check out more information about the Global Day of Coderetreat.  I know some of the people organizing it and I expect it to be worth the time for anyone who is interested in good software engineering practices.  It is being held in Vaughn, Ontario at the 407ETR offices (6300 Steeles Avenue, Vaughn, Ontario).  407ETR is doing a full Agile Transformation and we have assisted them with a significant amount of training for their ScrumMasters and Product Owners.  I’ve visited their offices and they’ve got a great team room set up!

2013 Calendar Agile Training Courses from Mishkin Berteig now Posted

Hi Everyone!  I’ve posted my calendar for 2013 training: Certified ScrumMaster (CSM), Certified Scrum Product Owner (CSPO) and OpenAgile Team Member (OATM) at WorldMindware.com.  All of the courses are scheduled in Southern Ontario in Canada (although I also deliver courses in China).  Please check out World Mindware to find public learning events on agile methods!

A story about Acceptance Criteria and a medical procedure to help your Agile team

The following story is designed to help get your teams thinking about the topic from the “How can we learn this together” approach.
There are many detailed books with different points of view about acceptance testing.  I created this story as a way for teams to discuss this in a common language and figure out what works for them.

While you read this, I hope you see many similarities to the Agile Frameworks of your choice.  Perhaps quizzing your team on how many they find might be fun? (a different topic).

Please don’t give me a hard time about the medical inconsistencies.  I’m not a doctor and don’t have a medical degree.  It’s just a story and is completely fictional.

Fade in…..  The patient walks into a moderately lit room with an uncomfortable black chair that looks like it’s 20 years old, sitting next to a medical examination table.  The patient sits on the little black chair to discover it also feels that way.  He is going to be the patient for a long series of medical procedures to solve some medical problems.  The patient knows it will take many surgeries to get to where he wants to be.

Surgeon: So, we’re going to remove your appendix this week.  The team is anxious to get rolling.

Patient : I’m pretty nervous.  I don’t really know what to expect and I know I have all these other operations that need to get done for me to be totally healthy.

Surgeon : Don’t worry.  We have a really good team.  We also want to make sure you are 100% satisfied with the work we do.  We know that you want to get some cosmetic work done in the future and you have other important surgeries to do, but for now, let’s focus on the appendix removal, OK ?

Patient : Sure

Surgeon : We want to make sure we have a common understanding of what you want from us.  So, we’re going to ask you a few questions OK ?…Can I get the team in here ?

Patient : Sounds good.

(introductions).

Surgeon : Well, for this to be considered a successful operation, what kind of things are you looking for?  I already know, that to me at least, successful means two things.  1- The appendix is out and 2 – you don’t die during the surgery.  Well, actually, the not dying part is part of every surgery we’ll do for you.  We’ll assume that every surgery needs you to live.

Patient : I’m glad you said that!!! Phew.. I feel better already.  And ya, I agree, it would really be a drag to do the surgery and not end up with the appendix out.  I agree with both of those things.

Surgeon : We need to put a caveat.  If we start and see that it’s impossible to finish for some other reason, we’re going to abort the surgery.  We won’t continue if we can’t be successful.

Patient : Yes, that makes sense.

Surgeon : So, we’re agreed then.  Let’s go ahead and get you prepped.

Anesthetist :  Not so fast, I need to speak.  We want to make sure you don’t have any allergic reactions.  Have you ever gone under?  Do you have any allergies ?

Patient : I’ve been under before, and have had no problems.

Anesthetist : Great.  Let me just record that on our surgery card.  We’ll need to know that we can make adjustments as we go if something bad happens.  Is that OK ?

Patient : Ya, whatever you need to do.. Go ahead and switch to another chemical if you need to.  I’ll be happy if you don’t kill me and you’ve done what you can if you notice an allergic reaction.

Patient : Since I’m on the topic, I would like to have a very small scar and not a big one. I am willing to pay extra for a smaller scar and therefore, for me, I won’t be happy unless the scar is small.

Surgeon : Well, that will make the operation harder and we might need to put off some work where we were prepping for your next surgery until a future date. The reason is that you can only be under a limited amount of time.  It won’t cost you more because the price of the surgery is fixed.  You might have to give something else up later.  Can you live with that ?

Patient : Yes, if I have a big scar, I won’t be happy. I am willing to pay the extra over the long run and maybe I’ll have something less done later.  I really don’t want big scars as we move forward.

Surgical Resident :  Hold on, that’s way too subjective.. What might be big to you could actually be a really small scar.  What does a small scar mean?

Here are some examples.  Which on of these is considered small enough for you?

(shows a batch of photos).

Patient : I’d like it to be at least this small.  (picks one).

Surgical Resident : OK, the scar will be under 30 CM in length and 1 CM in width.  Does everyone feel we can do this and this?

Everyone : Yes

Surgeon : Anything else?

Patient and the rest of the team : No.

Surgeon : Well, then, we’re a go.  Now that we all know what will be considered acceptable and a sign of success, let’s get prepped tomorrow morning first thing…

Fade out…

Fade in.. .the day of the surgery…. (beginning of the Sprint)… the patient is rolled in…

Doctor : OK team, let’s quickly review our acceptance criteria… Patient Alive, deal with allergic reaction and the patient expects a scar of under 30 CM and 1 CM in side.  I expect everyone on the team to help me make sure we meet these requirements.  Can everyone agree before I cut?

Team : Yes.

(Surgery is moving forward)

Surgical Resident : Doctor, if you do that just a little differently, perhaps you will be able to shave a few millimeters off the size of the scar.  What do you think ?

Surgeon : Great idea.. Thanks for that.  Why don’t you hold onto the medical gizmo while I do the next cut. Sure, that will make it easier for both of us to do this together.

Anesthetist : Hey guys, hold on, let’s just talk about this.  if you do that, his blood pressure will go up and you risk killing him.

Surgeon : Wow, thanks. I doubt we would kill him, but we’d probably have to do some extreme surgery which would definitely give him a huge scar. Let’s think about this.

(discussion takes place)

Team : Glad we figured out how to do that. We can safely do that without causing any risks to the patient in the future.  Let’s go for it…

(surgery continues)

Surgical Resident :  Hey Doc, we’re almost half way through the time for the drugs and allocated time for the surgery.  Can we all agree about how much work is left so we don’t keep him under too long ?  OK, we have about another 2 hours of work do here. We’re still good.  No need to worry.  Let’s update the surgical status board to say “surgery progressing appropriately” so his family knows everything is on track.

(surgery continues).

Surgeon : OK, let’s finish up.  Anything missing ?

Surgical Resident : Yes, don’t forget to take out that sponge.

Surgeon and Anesthetist :  Yikes!

Surgeon : Thanks for catching that.

Anesthetist : No kidding.  That wouldn’t be very professional and people probably wouldn’t think we’re very good at what we did if we left stuff undone and had to come back and fix it later.

(surgery is finished successfully and the patient gets rolled out).

… fade out

… fade in….   patient in recovery and the team comes to check on him.

Surgeon : So, the surgery went really well.   You’re obviously alive, your appendix is gone.  Only one last thing…..

(the doctor removes the bandage and shows the patient the size of the scar).

Patient : Wow, that’s exactly what I asked you for.  It hurts a lot, is that normal? I wasn’t expecting that!

Surgeon : Yes, that’s normal.  Once the swelling goes down, it will be even smaller.

Patient : Thanks Doc.

Surgeon : Thanks to the team. Everyone really worked hard to make this happen.

Patient : Ya, thanks team.

Surgeon : Oh, by the way, we had to correct an adhesion we discovered while working.  Not to worry, we didn’t charge you extra.  We charge for the amount of time we spend doing the surgery.  We just fixed it while we were in the area.  (yes, I can see the malpractice lawyers cringing.. this is just a story).  We knew it wouldn’t extend the amount of time for the surgery and we knew you would be happier with the results.

Patient : Thanks. The team is amazing!

Surgeon : Is there anything you didn’t like or any special comments you’d like to give the team for the next surgery?

Patient : Ya, I wish you would have warned me about how much it would hurt.

Surgeon (whole team nods) : Thanks for that.  We’ll consider that in the future.

…. fade out ….

… fade in ….   Medical Team room.

Surgeon : Well, that went very well.. any comments about what could have gone better?

(some discussion happens).

Surgeon :  Great, we’re agreed then.  For the next surgery and all the ones we do in the future, let’s have an open discussion with the patient ahead of time about the expected amount of pain so it doesn’t cause them alarm when they come out of surgery. It will be a better experience for them and improve our professionalism.

…. fade out….

Mike Caspar

 

 

 

 

Berteig Consulting is Title Sponsor for Agile Tour Toronto 2012

Agile Tour Toronto is a yearly conference for Agilists.  This year, it is being held on November 26th.  Berteig Consulting is the Title sponsor for the event!  It’s a great event with lots of great people including some of the most respected local Agile talent, all in one spot.  I encourage you to register quickly once registration opens.

Upcoming ScrumMaster and Scrum Product Owner Training

Hi Everyone!  Berteig Consulting has just updated the schedule for training on the World Mindware site.  We have a finalized set of listings for the summer and fall.  I will be delivering these sessions and I look forward to seeing my readers there!  Check them out and sign up!  As usual, readers of Agile Advice get a discount.  Use this code for a 20% discount on our regular prices: 20-PERCENT-YNYE

Certified ScrumMaster Logo

The Planning Game – An Estimation Method for Agile Teams

Purpose: estimate the effort for User Stories (Product Backlog Items, Value Drivers)

Prerequisites: all items have a value estimate, each item is written on a separate note card, full team membership is known and available for planning, each team member has a set of planning game cards

Process:

  1. The team goes through all the items and chooses the one which has the lowest effort. Write the number “2″ on this card (usually in the bottom right corner).
  2. The team looks at the item with the highest value.
  3. Each team member thinks about how much effort the team will expend to fully complete all the work for the item. Comparing this work to the work effort for the smallest item, each team member selects a card that represents this relative effort. For example, if you think that it requires ten times the effort, you would select the “20″ card. It is not permissible to select two cards.
  4. Each team member places their selected card, face down, on the table. Once all team members have done this, turn the cards over.
  5. If all team members show the same value, then write the value on the item and go back to step three for the next item. (Or if there are no more items, then the process is complete.)
  6. The person with the highest and the lowest value cards both briefly explain why they voted the way they did. If there is a Product Owner present, this person can add any clarifications about the item.
  7. For any given item, if a person is highest or lowest more than once, then each explanation must include new information or reasoning.
  8. Once explanations are complete, the team members collect their cards and go back to step three.

Notes:
- it is extremely important that the voting for an item continues until all team members unanimously vote the same way (this way team members and outside stakeholders cannot blame any individual for “wrong” estimates)
- in Scrum, it is normal for the Product Owner to be present during this process, but not to participate in the voting
- in OpenAgile, it is acceptable for people serving as Growth Facilitators for a team to participate in the voting
- voting should not include extensive discussion
- if more than one person has the lowest or highest vote, usually just one person shares their reason in order to help the process move quickly
- the first few items will often take 10 or 15 rounds of voting before the team arrives at a unanimous vote
- later on, items may take just one or two rounds of voting to arrive at a unanimous decision
- some teams, where trust levels are high, will discard with the use of physical cards and just briefly discuss votes

The planning game is used at the start of a project with the full list of user stories. In this case, it is reasonable to expect the team to average two minutes per user story, and an appropriate amount of time needs to be set aside to accommodate going through the whole list.

The Planning Game is also used any time that there is a change in the list of user stories: re-ordering, adding or removing user stories, or changes to a single user story. When such a change happens, the team can re-estimate any user story in the whole list. When starting a Cycle or Sprint or Iteration, all the user stories in the list should have up-to-date estimates so that estimation work is avoided in the Cycle planning meeting.

Finally, the team can decide to re-estimate any user stories at any time for any reason. However, it is important for team members to remember that estimation is non-value-added work and the time spent on it should be minimized.

The Skills Matrix and Performance Evaluation on Agile Teams

For a few years now I have been working with managers and executives to help them do Agile-compatible performance evaluations of their staff.  The method that has been most successful is based on a tool that comes from the book Toyota Talent called the “Skills Matrix”.  The basic approach follows these steps:

  1. Baseline the skills within a team for each team member.
  2. Set development goals and action items.
  3. Regularly review performance in relation to the development goals.

Of course, the details matter.  The OpenAgile Center for Learning has published a brief overview of how to use the Skills Matrix and a convenient A0-size pdf that can be used as a template for a team’s Skills Matrix.  I highly recommend using these to get started.  If you are a manager, ask your ScrumMaster or Process Facilitator to arrange and facilitate a team workshop to do the initial population of the Skills Matrix, rather than doing it yourself.  Once that is done you have a baseline and you should take regular digital photos of the team’s Skills Matrix for record-keeping and as a backup in case of disputes.  You should also let the team know that you will be basing performance reviews on how they improve their skills.

The development goals that team members set then should be made such that every team member understands that they have a responsibility to diversify their own skill set and assist other team members in doing this.  As a manager, you should review each team members’ goals for development and provide mentoring support when needed.  At the end of a fixed period of time (quarterly is a reasonable period), you will review each team member’s development relative to the baseline and the goals set.  Of course, normal guidance around performance (or lack thereof) can be given at these regular reviews.

I strongly recommend reading “Drive” by Daniel Pink as an important adjunct to understanding how to do performance reviews for individuals in an Agile environment.  In particular, individual performance reviews should not be tied to bonuses.  If bonuses are used at all, they should be measured and delivered purely at the team level or organization level without measuring individual contribution.