PlanningasaTeamvsPlanningasanEnterprise

SiliconValleyAgileLeadershipNetworkMeetupKathrynKuhn

May2016

2 ©2016CA.ALLRIGHTSRESERVED.

Agenda

SCALINGUPTEAMLEVELPLANNING

TIPSONHOWTODOTHIS

TIPSONHOWTO”SELL”THISKINDOFPLANNING

COMMONPITFALLS

Q&A

1

2

3

4

5

3 ©2016CA.ALLRIGHTSRESERVED.

4 ©2016CA.ALLRIGHTSRESERVED.

Team-BasedPlanning

ButDoesitScale?

HowDoyouKnow?

6 ©2016CA.ALLRIGHTSRESERVED.

Onecommongoal

Transforminganenterpriserequiresfullsupportandclarityofpurposeacrossalllevels.Consensus-drivenplanningcreatesbuy-inandcommitmentasitvetsalternativeimplementationplans.

Whatittakes

§ Activeparticipationindecisionmakingandtradeoffconversations

§ Surfacingrisksandimpedimentsduringplanningforimmediateandvisibleactionbyleadership

§ Listeningtoandarealigningwiththeoverallmissionandobjectives,notjustato-dolistofactionitems

§ Activelyandvisiblyvoting onsupportoftheoverallplan

Creatingasharedpurpose forBigRoomPlanning

SoHowdoYouDothis?

9 ©2016CA.ALLRIGHTSRESERVED.

PreparethePeople

PreparetheBacklog

PreparetheRoom

10 ©2016CA.ALLRIGHTSRESERVED.

PreparethePeople

11 ©2016CA.ALLRIGHTSRESERVED.

……………………….…Teams present draft plans

……………………….…Progress assessment

……………………….…Teams create draft plans

Agenda – Day 1

8:00am - 11:30am

11:30pm - 12:30pm

Long Term Borrow……………………………………Winston WProduct Management………………………………..John HArchitectural and System Vision……………………Bryan OCadence Ecosystem Overview……………………..Cathy PAccenture Mortgage Cadence………………………Paul WProgram Experiences………………………………..Trey FTeam Instructions…………………………………….John S

12:30pm - 4:00pm

2:00pm - 2:10pm

3:00pm - 3:10pm

4:00pm- 6:00pm

6:00pm - 7:00pm

……………………….…Progress assessment

……………………….…Problem solving

Break

12 ©2016CA.ALLRIGHTSRESERVED.

WorkingAgreementsforVeryLargeMeetings

§ DirectionallyCorrectisok

§ BePresent

§ BeHeard

§ ElectronicsbyException

§ RespectYourHumanity

§ RaiseRisksEarly– NoSurprises

§ Shared/TransparentNote-Taking

Howcanweworktogethereffectivelyinsuchalargeroomwithsomanypeople?

https://www.rallydev.com/community/agile/working-agreements-huge-meetings

13 ©2016CA.ALLRIGHTSRESERVED.

PreparetheBacklog

14 ©2016CA.ALLRIGHTSRESERVED.

Initiative 3 - Link to PI (Points)

CV -Link to PI (Points)

Architecture - Link to PI(Points)Initiative 2 - Link to PI (Points)

● Feature1(FeaturePointEstimate)

● Feature2(Estimate)● ...

Initiative 1 - Link to PI(Feature Points Allocated)

● Feature1(FeaturePointEstimate)● Feature2(Estimate)● ...

BringaWell-StructuredBacklogInitiativesandFeatures,withcapacityallocationsandFeatureEstimates

15 ©2016CA.ALLRIGHTSRESERVED.

16 ©2016CA.ALLRIGHTSRESERVED.

3 Next Quarter High Level Pass- 9 weeks

4 Initiatives broken down into Features to present to sizing team- 8 weeks

5 Features Estimates Due - Roadmap Review with Leadership- 7 weeks

6 The Why Kickoff with all of Engineering - 6 weeks

7 Features to Teams. Feature Estimates Finalized- 5 weeks

9 Story Breakdowns Begin / UX Mockups for Stories- 3 weeks

10Roadmap Plan 3rd Draft. User Story estimates with Iterations/Quarterly R&D Demo- 2 Weeks

12 Big Room Planning

Hackathon Demo/Quarterly R&D RetrospectiveWeek Of 11

HaveaCountdown-BasedView

17 ©2016CA.ALLRIGHTSRESERVED.

KnowYourRoughCapacity

18 ©2016CA.ALLRIGHTSRESERVED.

Cutlines

DrawaCutLineBEFOREandPreviewitwithExecs

19 ©2016CA.ALLRIGHTSRESERVED.

ViewstoBringintoBigRoomPlanning

§ Capacity Planning - High level Plan and team Readouts (Capacity / Work / Risks / Dependencies)

§ Team Planning - Story level / Iteration level plan

§ Release Tracking -Visualize the detailed plan with dependencies

§ Release Tracking - In Quarter Status and Steering

20 ©2016CA.ALLRIGHTSRESERVED.

TeamPlanning

TeamPlanning

21 ©2016CA.ALLRIGHTSRESERVED.

At-a-glanceReleaseStatusandSteering

22 ©2016CA.ALLRIGHTSRESERVED.

PreparetheRoom

SoHowDoIConvincetheLeadershipTeam?

24 ©2016CA.ALLRIGHTSRESERVED.

CeremonythatConnectsStrategywithExecution

§ Howmuchdoeslackofalignmentcostyoueachquarter?– #ofhoursinStatusMeetings– Changeindirectionand“throwaway”work– “Whilewe’reatit”list– Latedecisionmaking(onlypullthequalitylever)

§ TreatDecisionsinProgresslikeWorkinProgress

§ TheValueofBuy-In

§ #ofdecisions/costofevent

25 ©2016CA.ALLRIGHTSRESERVED.

HowMuchDoesLackofAlignmentcostYou?

§ 8Teams(assuming8peopleperteam)=64people

§ x $100,000annualsalary

§ =$6,400,000annualrunrateor$1,600,000perquarter

§ Howmuchdoesitcostyoutobeunalignedby5%?

§ $80,000eachquarter

SAIquotesrun ratesof$2.2Millionevery11weeksor$11Millionperyear

CommonPitfalls

27 ©2016CA.ALLRIGHTSRESERVED.

ThisDoesn’tScale

28 ©2016CA.ALLRIGHTSRESERVED.

Speed&FluencyofCoreAgilePractices

29 ©2016CA.ALLRIGHTSRESERVED.

OutlastingtheBuzz

Q&A

DirectorofServiceskathrynkuhn@ca.com

KathrynKuhn

@Kathryn_e_kuhn

https://www.linkedin.com/in/kathrynekuhn