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Disciplined

 Agile  Delivery  Tutorial  

Disciplined  Agile  Delivery  


-­‐  A  Tutorial  

Mark  Lines    
mark@sco7ambler.com  
Mark_Lines  

©  Sco7  Ambler  +  Associates   1  

ObjecEves  of  this  Workshop    


•  The  book  is  500  pages  
•  We  have  3  hours  
•  My  assumpEon  is  that  you  have  basic  knowledge  of  mainstream  agile  
methods  such  as  Scrum  
–  Valid  assumpEon?  
•  So  let’s  focus  on  
–  What  is  Disciplined  Agile  Delivery  (DAD)?  
–  Why  do  we  need  it?  
–  How  does  DAD  compare  mainstream  agile  methods?  
–  How  to  learn  more  

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©  Sco7  Ambler  +  Associates     1  


Disciplined  Agile  Delivery  Tutorial  

IntroducEons  
•  A  big  group  so  we  won’t  do  individual  introducEons  
•  Does  anyone  have  something  specific  that  they  want  to  learn  about  
Disciplined  Agile  Delivery  today?  

©  Sco7  Ambler  +  Associates   3  

Criteria  for  a  Disciplined  Agile  Team  


Business   Produce  a  working  soluEon  on  a  regular  basis  
value     which  provides  quanEfiable  value  to  stakeholders  

   
Valida-on     Do  conEnuous  regression  tesEng,  and  be7er  yet  
take  a  Test-­‐Driven  Development  (TDD)  approach  
   
Collabora-on     Work  closely  with  their  stakeholders,  or  a  
stakeholder  proxy,  ideally  on  a  daily  basis  
   
Self   Are  self-­‐organizing  and  work  within  an  
organiza-on     appropriate  governance  framework  
   
Improvement   Regularly  reflect  on,  and  measure,  how  they  work  
together  and  then  act  to  improve  on  their  findings  
in  a  Emely  manner  

©  Sco7  Ambler  +  Associates   4  

©  Sco7  Ambler  +  Associates     2  


Disciplined  Agile  Delivery  Tutorial  

Exercise:  How  Agile  Are  You?  


•  Get  back  into  your  teams  

•  For  5  minutes,  rate  yourself  and  your  organizaEon  on  a  scale  of  one  to  five  for  the  
following  criteria:  
–  Business  value  (1  =  Infrequent  releases,  3  =  Quarterly  Releases,  5  =  Weekly  or  
be7er  releases)  
–  ValidaEon  (1  =  Separate  testers  do  the  tesEng,  3  =  Developers  do  some  
regression  tesEng,  5  =  test  driven  approach)  
–  CollaboraEon  (1  =  We  mostly  see  stakeholders  at  beginning  and  end  of  
project,  3  =  We  have  weekly  stakeholder  contact,  5  =  Daily  stakeholder  
contact)  
–  Self  OrganizaEon  (1  =  Management  plans,  3  =  The  team  plans,  5  =  The  team  
plans  and  is  governed  in  an  agile  manner)  
–  Improvement  (1  =  We  have  a  project  post  mortem,  3  =  We  have  regular  
retrospecEves,  5  =  We  have  retrospecEves  and  measure  our  progress)  

©  Sco7  Ambler  +  Associates   5  

Agenda   •  A  Disciplined  Agile  Manifesto  


•  An  Overview  of  Disciplined  Agile  Delivery  (DAD)  
•  DAD  Roles  
•  The  IncepEon  Phase  
•  The  ConstrucEon  Phase  
•  The  TransiEon  Phase  
•  Governing  Disciplined  Agile  Teams  
•  Comparing  the  DAD  and  SAFe  Frameworks  
©  Sco7  Ambler  +  Associates   6  

©  Sco7  Ambler  +  Associates     3  


Disciplined  Agile  Delivery  Tutorial  

The  Agile  Manifesto  


We  value:  
Individuals  and  interac/ons  over  processes  and  tools  
Working  so4ware  over  comprehensive  documentaEon  
Customer  collabora/on  over  contract  negoEaEon  
Responding  to  change  over  following  a  plan    
 
That  is,  while  there  is  value  in  the  items  on    
the  right,  we  value  the  items  on  the  leh  more.  
 
 
   
 
 

Source:  www.agilemanifesto.org    
©  Sco7  Ambler  +  Associates   7  

But…  DAD  Extends  Agile  Thinking  

SoluEons,  not  just  sohware  

Stakeholders,  not  just  customers  

The  organizaEonal  ecosystem,  


not  just  development  teams  

©  Sco7  Ambler  +  Associates   8  

©  Sco7  Ambler  +  Associates     4  


Disciplined  Agile  Delivery  Tutorial  

Agenda  

•  A  Disciplined  Agile  Manifesto  


•  An  Overview  of  Disciplined  Agile  Delivery  (DAD)  
•  DAD  Roles  
•  The  IncepEon  Phase  
•  The  ConstrucEon  Phase  
•  The  TransiEon  Phase  
•  Governing  Disciplined  Agile  Teams  
•  Comparing  the  DAD  and  SAFe  Frameworks  

©  Sco7  Ambler  +  Associates   9  

Disciplined  Agile  Delivery  (DAD)  


Disciplined  Agile  Delivery  (DAD)  is  a  process  
decision  framework  
 
The  key  characterisEcs  of  DAD:  
–  People-­‐first  
–  Goal-­‐driven  
–  Hybrid  agile  
–  Learning-­‐oriented  
–  Full  delivery  lifecycle  
–  SoluEon  focused  
–  Risk-­‐value  lifecycle  
–  Enterprise  aware  

©  Sco7  Ambler  +  Associates   10  

©  Sco7  Ambler  +  Associates     5  


Disciplined  Agile  Delivery  Tutorial  

DAD  is  a  Hybrid  Framework  

DevOps   …and  more  


Extreme  
Outside  In  Dev.   Agile  Data  
Programming  
Unified  Process   Agile  Modeling  

Scrum   Kanban   Lean  

DAD  leverages  proven  strategies  from  several  sources,  


providing  a  decision  framework  to  guide  your  adopEon  and  
tailoring  of  them  in  a  context-­‐driven  manner.    

©  Sco7  Ambler  +  Associates   11  

Full  Delivery  Lifecycle:  A  High-­‐Level  View  

cru m-­‐fall!!  
er-­‐ s
  i s   NO T  Wat
DAD

©  Sco7  Ambler  +  Associates   12  

©  Sco7  Ambler  +  Associates     6  


Disciplined  Agile  Delivery  Tutorial  

DAD  Lifecycle:  Basic/Agile  

©  Sco7  Ambler  +  Associates   13

DAD  Lifecycle:  Advanced/Lean  

©  Sco7  Ambler  +  Associates   14  

©  Sco7  Ambler  +  Associates     7  


Disciplined  Agile  Delivery  Tutorial  

The  Phases  Disappear  Over  Time  

First  release:   IncepEon   ConstrucEon   TransiEon  

Second  release:   I   ConstrucEon   T  

Third  release:   I   ConstrucEon   T  


.
 
.
 
Nth+  releases:  
. C   C   C   C  

©  Sco7  Ambler  +  Associates   15  

Comparing  DAD  and  Scrum  Terminology  

DAD  Term   Scrum  Term  


IteraEon   Sprint  
Team  lead   ScrumMaster*  
CoordinaEon  meeEng   (Daily)  Scrum  meeEng  
RetrospecEve   Sprint  retrospecEve  
Demo   Sprint  demo  

*  These  roles  aren’t  completely  the  same,  but  close  

©  Sco7  Ambler  +  Associates   16  

©  Sco7  Ambler  +  Associates     8  


Disciplined  Agile  Delivery  Tutorial  

DAD  is  Goal-­‐Driven  

©  Sco7  Ambler  +  Associates   17  

Goal  Driven  Approach  

Advantages  
*   *   OpEon  
Goal   Issue   Disadvantages  
Default  Op/on  
ConsideraEons  

Source  
Team  size  
Team  structure  
Form  the   Co-­‐located  
Team  members  
IniEal  Team   ParEally  dispersed  
Geographic  distribuEon  
Fully  dispersed  
SupporEng  the  team  
Distributed  subteams  
Availability  

©  Sco7  Ambler  +  Associates   18  

©  Sco7  Ambler  +  Associates     9  


Disciplined  Agile  Delivery  Tutorial  

Goal:  Develop  Common  Vision  

©  Sco7  Ambler  +  Associates   19  

Context  Counts  –  Tailoring  and  Scaling  Agile  


Disciplined  agile  delivery  with  one  or  more  complexity  factors:  
§  Large  teams  
Agility   §  Geographically  distributed  teams  
at   §  Compliance  
Scale   §  Domain  or  technical  complexity  
§  Cultural/organizaEonal  issues  
§  OrganizaEonal  distribuEon  

•  Delivery  focus  
Disciplined   •  Risk-­‐value  driven  lifecycle  
Agile   •  Self-­‐organizaEon  with  appropriate  governance  
Delivery   •  Goal  driven  
•  Enterprise  aware  
•  ConstrucEon  focus  
Agile   •  Value  driven  lifecycle  
•  Self-­‐organizing  teams  
•  PrescripEve  
•  Project  team  aware  

©  Sco7  Ambler  +  Associates   20  

©  Sco7  Ambler  +  Associates     10  


Disciplined  Agile  Delivery  Tutorial  

Agenda  

•  A  Disciplined  Agile  Manifesto  


•  An  Overview  of  Disciplined  Agile  Delivery  (DAD)  
•  DAD  Roles  
•  The  IncepEon  Phase  
•  The  ConstrucEon  Phase  
•  The  TransiEon  Phase  
•  Governing  Disciplined  Agile  Teams  
•  Comparing  the  DAD  and  SAFe  Frameworks  

©  Sco7  Ambler  +  Associates   21  

Scrum  Roles  

Scrum   Product   Team  


Master   Owner   Member  

©  Sco7  Ambler  +  Associates   22  

©  Sco7  Ambler  +  Associates     11  


Disciplined  Agile  Delivery  Tutorial  

Disciplined  Agile  Delivery  (DAD)  Roles  

Primary  
Roles  
Team  Lead   Product   Team   Stakeholder   Architecture  
Owner   Member   Owner  

Secondary  
Roles  
(for  scaling)   Independent   Specialist   Domain   Technical   Integrator  
Tester   Expert   Expert  

©  Sco7  Ambler  +  Associates   23  

Stakeholder  
•  Stakeholder  is  more  than  a  customer  
•  Anyone  impacted  by  the  outcome  of  the  system  
•  Types  of  stakeholders  
–  End  users:  Users  of  the  system  
–  Principals:    Decision  makers  that  pay  for  and  put  the  
system  to  use  
–  Partners:    People  who  make  the  system  work  in  
producEon  
–  Insiders:    Members  of  the  development  team  and  people  
who  provide  business  and  technical  services  to  the  team  

©  Sco7  Ambler  +  Associates   24  

©  Sco7  Ambler  +  Associates     12  


Disciplined  Agile  Delivery  Tutorial  

Product  Owner  
•  The  Stakeholder  “proxy”  
•  Go-­‐to  person  for  informaEon  on  the  soluEon  requirements  
•  PrioriEzes  all  work  for  the  team  
•  ParEcipant  in  modeling  and  acceptance  tesEng  
•  Has  access  to  expert  stakeholders  
•  Facilitates  requirements  envisioning  and  modeling  
•  Educates  team  in  business  domain  
•  May  demonstrate  soluEon  to  key  stakeholders  
•  Monitors  and  communicates  status  to  stakeholders  
•  NegoEates  prioriEes,  scope,  funding,  and  schedule  

©  Sco7  Ambler  +  Associates   25  

Team  Member  
•  Is  a  cross-­‐funcEonal,  generalizing  specialist  
•  On  small  teams  every  team  member  is  typically  a  developer,  
but  on  larger  teams  non-­‐developers  may  appear  
•  Volunteers  to  do  any  work  that  allows  the  team  to  most  
efficiently  delivery  the  work  commi7ed  to  for  the  iteraEon  
•  Seeks  to  both  learn  about  other  specialEes  as  well  as  coach  
others  on  their  own  specialty  
•  Goes  to  the  product  owner  for  domain  informaEon  and  
decisions  
•  Works  with  the  architecture  owner  to  evolve  the  
architecture  
•  Follows  enterprise  convenEons  and  leverage  and  enhance  
the  exisEng  infrastructure  

©  Sco7  Ambler  +  Associates   26  

©  Sco7  Ambler  +  Associates     13  


Disciplined  Agile  Delivery  Tutorial  

Team  Lead  
•  Responsible  for  the  effecEveness  and  conEnuous  improvement  
of  the  team’s  process  
•  Facilitates  close  collaboraEon  between  team  members  
•  Keeps  the  team  focused  on  the  project  vision  and  goals  
•  Removes  impediments  for  the  team  and  escalates  
organizaEonal  impediments  
•  Protects  the  team  from  interrupEons  and  external  interferences  
•  Maintains  honest  communicaEon  between  everyone  on  the  
project  
•  Coaches  others  in  the  use  of  agile  pracEces  
•  Prompts  the  team  to  discuss  and  think  through  issues  when  
they  are  idenEfied  
•  Facilitates  decision  making  (but  does  not  make  decisions  or  
mandate  internal  team  acEvity)  

©  Sco7  Ambler  +  Associates   27  

Architecture  Owner  
•  Guides  the  creaEon  and  evoluEon  of  the  soluEon’s  
architecture  
•  Mentors  and  coaches  team  members  in  architecture  
pracEces  and  issues  
•  Understands  the  architectural  direcEon  and  standards  
of  your  organizaEon  and  ensures  that  the  team  
adheres  to  them  
•  Ensures  the  system  will  be  easy  to  support  by  
encouraging  appropriate  design  and  refactoring  
•  Ensures  that  the  system  is  integrated  and  tested  
frequently  
•  Has  the  final  decision  regarding  technical  decisions,  
but  doesn’t  dictate  them  
•  Leads  the  iniEal  architecture  envisioning  effort  

©  Sco7  Ambler  +  Associates   28  

©  Sco7  Ambler  +  Associates     14  


Disciplined  Agile  Delivery  Tutorial  

InteracEng  with  Other  Teams  


•  Other  agile  delivery  teams  
•  Other  non-­‐agile  development  teams  
•  Quality  Assurance  (QA)  and  tesEng  
•  Technical  writers  
•  User  Experience  (UX)  experts  
•  Enterprise  architects  
•  Governance  body  
•  Project  Management  Office  (PMO)  
•  Data  management/administraEon  
•  Reuse  engineers  

©  Sco7  Ambler  +  Associates   29  

Agenda  

•  A  Disciplined  Agile  Manifesto  


•  An  Overview  of  Disciplined  Agile  Delivery  (DAD)  
•  DAD  Roles  
•  The  IncepEon  Phase  
•  The  ConstrucEon  Phase  
•  The  TransiEon  Phase  
•  Governing  Disciplined  Agile  Teams  
•  Comparing  the  DAD  and  SAFe  Frameworks  
©  Sco7  Ambler  +  Associates   30  

 
©  Sco7  Ambler  +  Associates     15  
Disciplined  Agile  Delivery  Tutorial  

The  IncepEon  Phase  

©  Sco7  Ambler  +  Associates   31  

IncepEon  Phase  Goals  


•  IncepEon  Phase  
–  Form  iniEal  team  
–  Develop  common  project  vision  
–  Align  with  enterprise  direcEon  
–  Explore  iniEal  scope    
–  IdenEfy  iniEal  technical  strategy  
–  Develop  iniEal  release  plan  
–  Form  work  environment  
–  Secure  funding  
–  IdenEfy  risks  
•  Ongoing  
–  Fulfill  the  project  mission    
–  Improve  team  process  and  environment  
–  Grow  team  members  
–  Leverage  and  enhance  exisEng  infrastructure  
–  Address  risk    

©  Sco7  Ambler  +  Associates   32  

©  Sco7  Ambler  +  Associates     16  


Disciplined  Agile  Delivery  Tutorial  

The  IncepEon  Phase  

©  Sco7  Ambler  +  Associates   33  

Industry  Data:  IncepEon  AcEviEes  

IniEal  Requirements  Modeling  

IniEal  Architecture  Modeling  

JusEfy  Project  

IniEal  EsEmate  

High-­‐Level  Release  Schedule  

65%   70%   75%   80%   85%   90%   95%  

Source:  Ambysoh  2009  Agile  Project  IniEaEon  Survey  


©  Sco7  Ambler  +  Associates   34  

©  Sco7  Ambler  +  Associates     17  


Disciplined  Agile  Delivery  Tutorial  

Goal:  Align  With  Enterprise  DirecEon  

©  Sco7  Ambler  +  Associates   35  

IniEal  Requirements  
©  Sco7  Ambler  +  Associates   36  

©  Sco7  Ambler  +  Associates     18  


Disciplined  Agile  Delivery  Tutorial  

Goal:  Explore  the  IniEal  Scope  

©  Sco7  Ambler  +  Associates   37  

Choosing  the  Appropriate  Level  of  IniEal  Detail  


•  BRUF  (detailed  specificaEons)  
•  Requirements  envisioning  (lightweight  specificaEons)  
•  Goals  driven  
•  No  modeling  at  all  

©  Sco7  Ambler  +  Associates   38  

©  Sco7  Ambler  +  Associates     19  


Disciplined  Agile  Delivery  Tutorial  

Work  Item  Management:  


Work  Item  Stack  –  Ordered  by  Risk  and  Value  

©  Sco7  Ambler  +  Associates   39  

Goal:  IdenEfy  IniEal  Technical  Strategy  

©  Sco7  Ambler  +  Associates   40  

©  Sco7  Ambler  +  Associates     20  


Disciplined  Agile  Delivery  Tutorial  

IdenEfy  Technical  Unknowns/Risks  


•  As  you  idenEfy  your  iniEal  technical  strategy  you  are  likely  to  idenEfy  
issues  or  complexiEes  that  you  don’t  know  the  answer  for  
•  For  example:  
–  You  believe  you  can  access  data  from  a  legacy  system,  but  aren’t  sure  
of  the  details  
–  Will  a  new  technology  pla{orm  will  work  as  the  vendor  claims?  
–  You  have  a  requirement  for  a  given  level  of  throughput,  e.g.  5,000  
transacEons  a  second    
–  Your  team  has  never  worked  with  your  organizaEon’s  web  services  
framework  before  
•  You  will  want  to  explore  these  risks  early  in  ConstrucEon  by:  
–  Proving  the  architecture  via  working  code  
–  Architecture  spikes  to  explore  an  aspect  of  your  soluEon  

©  Sco7  Ambler  +  Associates   41  

IniEal  Release  Planning  


•  The  vast  majority  of  agile  teams  invest  some  iniEal  Eme  in  planning  their  release  

•  ConsideraEons:  
–  Schedule  
–  Cost  
–  Work  allocaEons  
–  How  many  releases  and  Eming  of  each?  
–  Length  of  iteraEons?  

•  73%  of  agile  teams  produce  an  iniEal  high-­‐level  esEmate,  and  18%  of  agile  teams  
produce  a  detailed  one*  

•  77%  of  agile  teams  produce  an  iniEal  high-­‐level  schedule,  and  12%  of  agile  teams  
produce  a  detailed  one*  

*  Source:  Ambysoh  2009  Agile  Project  IniEaEon  Survey  


©  Sco7  Ambler  +  Associates   42  

©  Sco7  Ambler  +  Associates     21  


Disciplined  Agile  Delivery  Tutorial  

Goal:  Develop  IniEal  Release  Plan  

©  Sco7  Ambler  +  Associates   43  

DepicEng  your  Release  Schedule  with  a  Gan7  Chart  

©  Sco7  Ambler  +  Associates   44  

©  Sco7  Ambler  +  Associates     22  


Disciplined  Agile  Delivery  Tutorial  

Examples  of  Release  Pa7erns  

©  Sco7  Ambler  +  Associates   45  

Goal:  IdenEfy  Risks  

©  Sco7  Ambler  +  Associates   46  

©  Sco7  Ambler  +  Associates     23  


Disciplined  Agile  Delivery  Tutorial  

Choosing  IteraEon  Lengths  


The  average  construcEon  iteraEon  length  is  2.3  weeks*  

1 week or less 15%

2 weeks 51%

3 weeks 15%

4 weeks 10%

> 4 weeks 2%

HeurisEcs:  
•  Shorter  is  generally  be7er  than  longer  
•  Teams  at  scale  may  require  slightly  longer  iteraEons  

*  Source:  Ambysoh  November  2010  


Agile  State  of  the  Art  Survey    
©  Sco7  Ambler  +  Associates   47  

IncepEon  
Goal:  Form  
the  IniEal  
Team  

©  Sco7  Ambler  +  Associates   48  

©  Sco7  Ambler  +  Associates     24  


Disciplined  Agile  Delivery  Tutorial  

Goal:  Form  Work  Environment  

©  Sco7  Ambler  +  Associates   49  

Organizing  Physical  Work  Environments  

•  Dedicated  space   •  Large  table  


•  Significant  whiteboard  space   •  Wall  space  to  a7ach  paper  
•  Digital  camera   •  Projector  
•  Reference  books  
•  Agile  modeling  supplies   •  Food,  toys…  
•  A  bookshelf  or  storage  cabinet  

©  Sco7  Ambler  +  Associates   50  

©  Sco7  Ambler  +  Associates     25  


Disciplined  Agile  Delivery  Tutorial  

Examples  of  Room  Layouts  

Infrastructure/DevOps  

Team  Lead   Architecture  Owner  


Task  Board  

Independent  Testers  

Product  Owner  

Project  ‘A’   Project  ‘B’  

©  Sco7  Ambler  +  Associates   51  

Milestone:  Bringing  Stakeholders  to  Agreement  


around  your  Vision  

•  IncepEon  is  complete  and  you  can  enter  the  ConstrucEon  phase  when:  
–  Your  stakeholders  agree  that  it  makes  sense  to  proceed  based  upon  the  
achievable  scope,  schedule,  budget,  constraints,  and  other  criteria  related  to  
your  business  case  
–  The  risks  have  been  idenEfied  and  seem  tolerable  
–  There  is  agreement  on  using  a  minimalist  and  agile  process  for  building  the  
soluEon  
–  The  team  and  environment  have  been  set  up  or  are  in  the  process  of  being  so,  
that  supports  collaboraEve  teamwork  
–  The  process  and  governance  strategies  have  been  agreed  to  by  both  your  
team  and  your  stakeholders  

©  Sco7  Ambler  +  Associates   52  

©  Sco7  Ambler  +  Associates     26  


Disciplined  Agile  Delivery  Tutorial  

Goal:  Secure  Funding  

©  Sco7  Ambler  +  Associates   53  

Goal:  Develop  Common  Vision  

©  Sco7  Ambler  +  Associates   54  

©  Sco7  Ambler  +  Associates     27  


Disciplined  Agile  Delivery  Tutorial  

What’s  in  a  Project  Vision?  


•  Also  known  as  project  charter  or  business  case  

•  Typically  outlines:  
–  Goals  of  the  project  team  and  who  is  on  it  
–  High-­‐level  scope  of  the  current  release  
–  Technical  overview  of  the  soluEon  
–  Outline  of  the  plan  to  do  the  required  work  
–  Could  include  feasibility  informaEon  

•  Could  also  describe:  


–  DescripEon  of  business  problem  being  addressed  
–  High-­‐level  schedule  and  esEmates  
–  key  milestones  
–  Stakeholders  
–  Funding  models  
–  Project  risks  and  constraints  
–  Process/method  used  (eg  DAD),  governance  strategy  
–  Key  assumpEons  

©  Sco7  Ambler  +  Associates   55  

IncepEon  Pa7erns  and  AnE-­‐Pa7erns  


•  Pa7erns  that  can  increase  your  likelihood  of  success  
–  Have  a  short  but  sufficient  IncepEon  phase  
–  Ranged  esEmates  
–  Minimal  but  sufficient  documentaEon  

•  AnE-­‐pa7erns  
–  No  support  for  skills  development  
–  No  support  for  dedicated  faciliEes  
–  AutocraEc  project  management  pracEces  
–  Jumping  into  ConstrucEon  
–  Overly  detailed  work  products  
–  Analysis  paralysis  

©  Sco7  Ambler  +  Associates   56  

©  Sco7  Ambler  +  Associates     28  


Disciplined  Agile  Delivery  Tutorial  

Agenda  
•  A  Disciplined  Agile  Manifesto  
•  An  Overview  of  Disciplined  Agile  Delivery  (DAD)  
•  DAD  Roles  
•  The  IncepEon  Phase  
•  The  ConstrucEon  Phase  
•  The  TransiEon  Phase  
•  Governing  Disciplined  Agile  Teams  
•  Comparing  the  DAD  and  SAFe  Frameworks  

©  Sco7  Ambler  +  Associates   57  

ConstrucEon  Phase  Goals  


•  ConstrucEon  Phase  
–  Produce  a  potenEally  consumable  soluEon  
–  Address  changing  stakeholder  needs  
–  Move  closer  to  deployable  release  
–  Improve  quality  
–  Prove  architecture  early  

•  Ongoing  
–  Fulfill  the  project  mission    
–  Improve  team  process  and  environment  
–  Grow  team  members  
–  Leverage  and  enhance  exisEng  infrastructure  
–  Address  risk    

©  Sco7  Ambler  +  Associates   58  

©  Sco7  Ambler  +  Associates     29  


Disciplined  Agile  Delivery  Tutorial  

The  ConstrucEon  Phase  

©  Sco7  Ambler  +  Associates   59  

The  ConstrucEon  phase  

©  Sco7  Ambler  +  Associates   60  

©  Sco7  Ambler  +  Associates     30  


Disciplined  Agile  Delivery  Tutorial  

A  ConstrucEon  IteraEon  

©  Sco7  Ambler  +  Associates   61  

A  Typical  Day  of  ConstrucEon  

©  Sco7  Ambler  +  Associates   62  

©  Sco7  Ambler  +  Associates     31  


Disciplined  Agile  Delivery  Tutorial  

IniEaEng  a  ConstrucEon  IteraEon  


•  Agile  planning  is  different  from  tradiEonal  
planning  
–  Detailed  planning  occurs  throughout  
the  project,  typically  an  iteraEon  at  a  
Eme  
–  The  team  self  organizes  and  plans  its  
own  work  
–  Team  coordinaEon  occurs  daily  
–  The  high-­‐level  release  plan  is  updated  
appropriately  throughout  the  project  

•  The  iteraEon  starts  with  a  short  planning  


workshop  
–  IteraEon  planning  
–  IteraEon  modeling  

©  Sco7  Ambler  +  Associates   63  

Visualizing  Your  Plan  

©  Sco7  Ambler  +  Associates   64  

©  Sco7  Ambler  +  Associates     32  


Disciplined  Agile  Delivery  Tutorial  

Goal:  Prove  Architecture  Early    

©  Sco7  Ambler  +  Associates   65  

The  Risk-­‐Value  Lifecycle  

©  Sco7  Ambler  +  Associates   66  

©  Sco7  Ambler  +  Associates     33  


Disciplined  Agile  Delivery  Tutorial  

©  Sco7  Ambler  +  Associates   67  

CriEcal  Agile  PracEces  


•  ConEnuous  documentaEon  
•  Non-­‐solo  work  
•  IteraEon  burndown  charts  
•  Change  management  
•  ConfiguraEon  management  
•  Architectural  spikes  
•  Test-­‐driven  development  (TDD)  
•  ConEnuous  integraEon  (CI)  
•  ConEnuous  deployment  (CD)  
•  Look-­‐ahead  planning  
•  Look-­‐ahead  modeling  
•  Parallel  independent  tesEng  
•  Reviews  

©  Sco7  Ambler  +  Associates   68  

©  Sco7  Ambler  +  Associates     34  


Disciplined  Agile  Delivery  Tutorial  

EsEmaEng:  Ranged  Release  Burndowns  


•  A  ranged  esEmate  of  number  of  iteraEon  required  to  complete  work  
•  Range  of  uncertainty  decreases  as  project  progresses  

©  Sco7  Ambler  +  Associates   69  

Demonstrate  the  SoluEon  to  Key  Stakeholders  

•  IteraEon  demonstraEon  

•  On-­‐demand  demonstraEons  

•  All  hands  demonstraEons  

•  None  

©  Sco7  Ambler  +  Associates   70  

©  Sco7  Ambler  +  Associates     35  


Disciplined  Agile  Delivery  Tutorial  

Learn  from  Your  Experiences  


•  RetrospecEves  
•  Structured  surveys  
•  Measured  improvement  
•  Project  post  mortem  
•  Ad  hoc  process  improvement  
•  None  

©  Sco7  Ambler  +  Associates   71  

Deploy  your  Current  Build  


•  Deployment  to  appropriate  environments:  
–  DemonstraEon  
–  Pre-­‐producEon  tesEng  
–  ProducEon  

©  Sco7  Ambler  +  Associates   72  

©  Sco7  Ambler  +  Associates     36  


Disciplined  Agile  Delivery  Tutorial  

Determine  Strategy  Moving  Forward  


•  Sources  
–  Input  from  your  iteraEon  demo  
–  The  team  
–  Usage  staEsEcs  

•  How  to  proceed?*  


–  Persevere  with  the  current  strategy  
–  Run  a  split  test  
–  Pivot  in  a  new  direcEon  
–  Cancel  the  project  

•  Deciding  how  to  proceed  


–  Team  meeEng  
–  Lightweight  milestone  review  
–  Formal  milestone  review  

*  From  ‘The  Lean  Startup’,  Eric  Ries  


©  Sco7  Ambler  +  Associates   73  

ConstrucEon  Pa7erns  
•  The  team  can  be  reliably  depended  on  to  
demonstrate  increments  of  sohware  at  the  end  of  
each  iteraEon  

•  Team  members  finish  their  tasks  ahead  of  schedule  


and  ask  to  help  others  with  their  tasks  

•  IteraEon  dates  never  move  

•  Any  stakeholder  can  expect  to  see  a  demonstraEon  of  


working  sohware  at  any  Eme  

©  Sco7  Ambler  +  Associates   74  

©  Sco7  Ambler  +  Associates     37  


Disciplined  Agile  Delivery  Tutorial  

ConstrucEon  AnE-­‐Pa7erns  
•  A  work  item  list  that  is  too  big  to  easily  manage  and  comprehend  
•  Ina7enEon  to  risk  miEgaEon  
•  Assuming  that  the  architecture  will  work  without  proving  it  with  
code  
•  Assuming  that  an  iteraEve  approach  alone  ensures  that  you  will  
build  the  right  soluEon  in  an  effec%ve  manner  
•  One  or  more  of  your  team  members  are  working  on  other  projects  
in  addiEon  to  yours  
•  A  work  item  isn’t  done  
•  Last  iteraEon  we  planned  for  X  points  but  delivered  Y  (less  than  X),  
but  we  sEll  commit  to  X  this  iteraEon  
•  During  the  iteraEon  we  missed  some  tasks  when  iteraEon  planning  
•  During  the  iteraEon  we  realized  we  missed  a  requirement  that  
another  depends  on  
•  During  iteraEon  planning  sessions,  the  product  owner  is  
reprioriEzing  the  backlog  or  is  uncertain  of  requirement  details  
•  Defect  counts  are  increasing  in  each  iteraEon  

©  Sco7  Ambler  +  Associates   75  

Agenda  

•  A  Disciplined  Agile  Manifesto  


•  An  Overview  of  Disciplined  Agile  Delivery  (DAD)  
•  DAD  Roles  
•  The  IncepEon  Phase  
•  The  ConstrucEon  Phase  
•  The  TransiEon  Phase  
•  Governing  Disciplined  Agile  Teams  
•  Comparing  the  DAD  and  SAFe  Frameworks  

©  Sco7  Ambler  +  Associates   76  

©  Sco7  Ambler  +  Associates     38  


Disciplined  Agile  Delivery  Tutorial  

The  TransiEon  phase  

©  Sco7  Ambler  +  Associates   77  

The  TransiEon  Phase  

©  Sco7  Ambler  +  Associates   78  

©  Sco7  Ambler  +  Associates     39  


Disciplined  Agile  Delivery  Tutorial  

TransiEon  Phase  Goals  


•  ConstrucEon  Phase  
–  Ensure  the  soluEon  is  consumable  
–  Deploy  the  soluEon  

•  Ongoing  
–  Fulfill  the  project  mission    
–  Improve  team  process  and  environment  
–  Grow  team  members  
–  Leverage  and  enhance  exisEng  infrastructure  
–  Address  risk    

©  Sco7  Ambler  +  Associates   79  

Planning  for  the  TransiEon  Phase  


•  Some  pre-­‐planning  acEviEes  during  Construc-on  ensure  that  the  team  is  
prepared  going  into  TransiEon  
–  Is  paperwork  required  prior  to  deployments?  
•  E.g.  Request  For  Change  (RFCs)  
–  Do  elements  of  producEon  infrastructure  need  to  be  procured  and  
setup?  
–  Are  there  final  user  acceptance  tesEng  tasks  to  be  done?  
–  Do  disaster  recover  plans  need  to  be  updated?  
–  Do  changes  need  to  be  coordinated  with  other  projects?  
–  Is  there  support  documentaEon  required?  
–  Are  sign-­‐offs  required?  
–  Does  your  team  need  to  be  on  call?  

©  Sco7  Ambler  +  Associates   80  

©  Sco7  Ambler  +  Associates     40  


Disciplined  Agile  Delivery  Tutorial  

Goal:    Ensure  SoluEon  is  Consumable  

©  Sco7  Ambler  +  Associates   81  

Goal:    Deploy  the  SoluEon  

©  Sco7  Ambler  +  Associates   82  

©  Sco7  Ambler  +  Associates     41  


Disciplined  Agile  Delivery  Tutorial  

TransiEon  Phase  AnE-­‐Pa7erns  


•  Thinking  TransiEon  is  a  “hardening”  phase  
•  Not  having  a  producEon  like  environment  for  integraEon,  
acceptance,  and  deployment  tesEng  
•  Not  having  an  agreed  upon  set  of  entry  criteria  for  going  “live”  
•  Requests  for  new  funcEonality  
•  Release  the  system  to  unprepared  users  
•  Lengthy  integraEon  and  user  acceptance  tesEng  (UAT)  cycle  in  
TransiEon  
•  Transferring  responsibility  for  maintaining  the  system  to  a  
maintenance  group  
•  Moving  all  of  your  developers  to  another  project  at  the  end  of  
ConstrucEon  
•  Not  invesEng  in  stakeholder  training  
•  Believing  that  installaEon  is  going  to  be  easy  

©  Sco7  Ambler  +  Associates   83  

Agenda  

•  A  Disciplined  Agile  Manifesto  


•  An  Overview  of  Disciplined  Agile  Delivery  (DAD)  
•  DAD  Roles  
•  The  IncepEon  Phase  
•  The  ConstrucEon  Phase  
•  The  TransiEon  Phase  
•  Governing  Disciplined  Agile  Teams  
•  Comparing  the  DAD  and  SAFe  Frameworks  

©  Sco7  Ambler  +  Associates   84  

©  Sco7  Ambler  +  Associates     42  


Disciplined  Agile  Delivery  Tutorial  

Governance  Should  Address  a  Range  of  Issues  


•  Team  roles  and  responsibiliEes  
•  Individual  roles  and  responsibiliEes  
•  Decision  rights  and  decision  making  process  
•  Governing  body  
•  ExcepEons  and  escalaEon  processes  
•  Knowledge  sharing  processes  
•  Metrics  strategy  
•  Risk  miEgaEon  
•  Reward  structure  
•  Status  reporEng  
•  Audit  processes  
•  Policies,  standards,  and  guidelines  
•  ArEfacts  and  their  lifecycles  

©  Sco7  Ambler  +  Associates   85  

Aspects  of  EffecEve  Agile  Governance  


•  Trust  and  respect  are  the  foundaEon  of  effecEve  governance  
•  Be  stakeholder  driven  
•  CollaboraEvely  define  your  governance  strategy  
•  Be  transparent  
•  MoEvate,  don’t  dictate  
•  Enable,  don’t  enforce  
•  OpEmize  the  “IT  whole”,  not  the  “governance  part”  
•  OpEmize  corporate  performance  
•  CollaboraEvely  set  reasonable  guidance  
•  CollaboraEvely  define  rights  and  responsibiliEes  
•  Be  suitable  to  task  
•  Automate  wherever  possible  

©  Sco7  Ambler  +  Associates   86  

©  Sco7  Ambler  +  Associates     43  


Disciplined  Agile  Delivery  Tutorial  

DAD  Milestones  

Milestone   Fundamental  Ques-on  Asked  

Stakeholder  consensus   Do  stakeholders  agree  with  your  strategy?  

Proven  architecture   Can  you  actually  build  this?  

Project  viability   Does  the  project  sEll  make  sense?  

Sufficient  funcEonality   Does  it  make  sense  to  release  the  current  soluEon?  

ProducEon  ready   Will  the  soluEon  work  in  producEon?  

Delighted  stakeholders   Are  stakeholders  happy  with  the  deployed  soluEon?  

©  Sco7  Ambler  +  Associates   87  

DAD  PracEces  that  Support  Governance    


•  “Standard”  agile  pracEces:    
–  CoordinaEon  meeEng  
–  IteraEon  demonstraEons  
–  All-­‐hands  demonstraEons  
–  RetrospecEve  
–  InformaEon  radiators/Visual  management  

•  Disciplined  pracEces:  
–  Risk-­‐value  lifecycle  
–  Explicit  light-­‐weight  milestones  
–  Follow  enterprise  development  guidelines  
–  Work  closely  with  enterprise  professionals  
–  Development  intelligence  via  automated  
dashboards  

©  Sco7  Ambler  +  Associates   88  

©  Sco7  Ambler  +  Associates     44  


Disciplined  Agile  Delivery  Tutorial  

Measuring  Agile  Teams  


•  Talk  to  people;  don’t  manage  to  the  metrics  
•  Measure  teams,  not  individuals  
•  Collect  several  metrics  
•  Trends  are  be7er  than  scalar  values  
•  Empirical  observaEon  is  important  but  limited  
•  Prefer  automated  metrics  
•  Some  metrics  must  be  gathered  manually  
•  Prefer  pull  versus  push  reporEng  
•  Beware  scienEfic  facades  
•  Measure  the  value  of  your  metrics  program  
•  Be  prepared  to  educate  people  
•  The  value  of  many  metrics  diminishes  over  Eme  
•  If  you  collect  no  metrics  at  all  you’re  flying  blind  
•  If  you  collect  too  many  metrics  you  may  be  flying  blinded  

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PotenEal  Metrics  

•  AcceleraEon   •  Lifecycle  traceability  


•  AcEvity  Eme   •  Net  present  value  (NPV)  
•  Age  of  work  items   •  Ranged  release  burndown  
•  Blocking  work  items   •  Release  burndown  
•  Build  health   •  Return  on  investment  (ROI)  
•  Business  value  delivered   •  Risk  miEgaEon  
•  Change  cycle  Eme   •  Stakeholder  saEsfacEon  
•  Code  quality   •  Team  morale  
•  Defect  density   •  Test  coverage  
•  Defect  trend   •  Time  invested  
•  Effort/cost  projecEon   •  Velocity  
•  IteraEon  burndown  

©  Sco7  Ambler  +  Associates   90  

©  Sco7  Ambler  +  Associates     45  


Disciplined  Agile  Delivery  Tutorial  

Agenda  
•  A  Disciplined  Agile  Manifesto  
•  An  Overview  of  Disciplined  Agile  Delivery  
(DAD)  
•  DAD  Roles  
•  The  IncepEon  Phase  
•  The  ConstrucEon  Phase  
•  The  TransiEon  Phase  
•  Governing  Disciplined  Agile  Teams  
•  Comparing  the  DAD  and  SAFe  Frameworks  

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Scaled  Agile  Framework™  Big  Picture  

Con  

IncepEon  

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ConstrucEon   Tr.   ConstrucEon   TransiEon  

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Disciplined  Agile  Delivery  Tutorial  

Sco7  Ambler  +  Associates  

Por{olio  and  Program  


management  with  SAFe  

Team  success  through  


“Disciplined”  agile  
delivery  at  the  project  
level  
 

©  Sco7  Ambler  +  Associates   93  

© Scott Ambler + Associates 94

©  Sco7  Ambler  +  Associates     47  


Disciplined  Agile  Delivery  Tutorial  

Disciplined  Agile  Delivery  (DAD)  


Disciplined  Agile  Delivery  (DAD)  is  a  process  
decision  framework  
 
The  key  characterisEcs  of  DAD:  
–  People-­‐first  
–  Goal-­‐driven  
–  Hybrid  agile  
–  Learning-­‐oriented  
–  Full  delivery  lifecycle  
–  SoluEon  focused  
–  Risk-­‐value  lifecycle  
–  Enterprise  aware  

©  Sco7  Ambler  +  Associates   95  

DAD  Lifecycle:  Basic/Agile  

©  Sco7  Ambler  +  Associates   96

©  Sco7  Ambler  +  Associates     48  


Disciplined  Agile  Delivery  Tutorial  

DAD  is  Goal-­‐Driven  

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Domain  
Scaling/Tailoring  Complexity  Factors   Complexity  
 
Straightforward
 
Geographic   Team    
Very complex
Distribu-on   Size  
motivates
    mo Technical  
Co-located 2 %va
    tes
  Complexity  
Global
   
1000s  
Straightforward
 
mo
va
rie

Very complex
%

mo%vates    
va
s  b

tes
y  

Organiza-onal   Team  
Compliance  
Distribu-on   Culture  
affects    
   
Single varies  by   Agile  
None
   
Outsourcing Rigid  
Life critical
   
s  
ect

s  
ect
aff

aff affects  
Project  Type  
Organiza-onal  
 
Culture  
Multiple  Release
 
 
Single Release Agile
 
Rigid
 
© Scott Ambler + Associates 98

©  Sco7  Ambler  +  Associates     49  


Disciplined  Agile  Delivery  Tutorial  

Disciplined  Agile  Delivery:  


The  FoundaEon  for  Scaling  Agile  

OrganizaEonal   OrganizaEonal   Domain  


Team  Culture  
DistribuEon   Culture   Complexity  
Geographic   Technical  
Team  Size   Compliance  
DistribuEon   Complexity  

Outside  In  Dev.   “TradiEonal”   And  more…  

Unified  Process   Agile  Modeling  

Scrum   Kanban   Lean  

Disciplined  Agile  Delivery  (DAD)  

DAD  leverages  proven  strategies  from  several  sources,  


providing  a  decision  framework  to  guide  your  adopEon  and  
tailoring  of  them  in  a  context-­‐driven  manner.    

©  Sco7  Ambler  +  Associates   99  

Discussion:  What  SEll  Puzzles  You?  

•  This  tutorial  has  potenEally  


presented  you  with  a  lot  of  
new  ideas  
•  It  can  be  incredibly  difficult  to  
take  in  all  of  this  material  at  
once  
•  So…  is  there  anything  that  sEll  
puzzles  you  about  Disciplined  
Agile  Delivery  (DAD)?    

©  Sco7  Ambler  +  Associates   100  

©  Sco7  Ambler  +  Associates     50  


Disciplined  Agile  Delivery  Tutorial  

Disciplined  Agile  CerEficaEon  


www.DisciplinedAgileConsorEum.org  
 
Disciplined  Agile  Yellow  Belt    
–  IndicaEon  that  the  person  is  new  to  disciplined  agile  but  eager  to  learn  
–  Beginner  cerEficaEon  

Disciplined  Agile  Green  Belt  


–  IndicaEon  that  the  person  is  striving  to  be  a  professional  
–  PotenEal  to  be  a  junior  coach  
–  Intermediate  cerEficaEon  

Disciplined  Agile  Black  Belt  


–  IndicaEon  that  the  person  is  an  expert  
–  Ohen  a  senior  coach,  instructor,  or  agile  transformaEon  lead  
–  Expert  cerEficaEon  

©  Sco7  Ambler  +  Associates   101  

Give  Feedback  on  the  Sessions  

1   Sign In: www.eclipsecon.org

2   Select Session Evaluate


 
 
 

3   Vote

102  

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Disciplined  Agile  Delivery  Tutorial  

Thank  You!  
mark@sco7ambler.com  
@mark_lines  
 
 
DisciplinedAgileDelivery.com  
DisciplinedAgileConsorEum.org  
Sco7WAmbler.com  

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Recommended  Resources  

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