Balance Score Card –

Maintain “Agile Equilibrium”

Archana Joshi Sr. Manager, Wipro Technologies Email: archana.p.joshi@gmail.com

2

User Story

As an IT Head,

I need to measure the performance of my group

so that I can understand how Agile methods are aligning

with my organizational goals

3

Acceptance Criteria

1. The framework should look at measuring the

Knowledge , Skills and Abilities needed to ….. Build

efficiencies to….. Effectively deliver services to….the

client

2. Periodic reporting should be enabled by the

framework

3. The framework should consist of leading and lagging

performance indicators based on IT goals

4

Fulfilling ATDD - 1

Finance Customer

Value

Internal Processes

Learning & Development

Deliver Services

Knowledge skills and abilities

Build Efficiencies

To the client

5

Tasks for BSC User Story

# User Story Tasks

1 Create the Strategy Map

2 Understand what do you mean by performance

3 Highlight the key initiatives

4 Identify the targets

5 Identify the 5 Ws – Why, What, Where, When, Who, How

Finance

Customer Value

Internal Process

Learning and Development

6

Strategy Map: Goal to Objectives

Service value delivered

Customer Intimacy and Satisfaction

On Time Project Delivery

Decrease in Production

Defect

Enable Agile Transformation

Strategic Goal: Improve Project Performance

7

1. Create the strategy map

2. Now identify the different performance measures that you would track for each of the objective

3. Fill in the 5W template

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Fulfilling ATDD-2: The 5 W’s

Who reviews When (Frequency)

Where (Source of Data)

Title What to achieve (Target)

Who Collects

Why (Purpose) How (Initiative)

9

Match the following

Finance Customer

Value

Internal Processes

Learning & Development

Velocity

CSAT

De-scoping Index

Feature Burn-up

Agile Utilization

Retrospective Index

Build Success Rate

10

Sample Balance Score Card created with Agile Focus

Strategy Map

Financial Compliance

Customer Value

Internal Process

Learning and Growth

Strategic Objectives

Service Value delivered

Customer Intimacy

On Time Project Delivery

Decrease Defect in Production

Increase % of agreed scope

Enable Agile Transformation

Enable People & Culture

Performance Measures

1. Margin Contribution (Cost) 2. Earned Value/Release – Feature Burn-up

1. Customer Satisfaction –CSAT

1. Velocity 2. Avg Project Request Cycle Time -

Requested 3. Avg Project Request Cycle Time -

Scheduled 4. Sprint & Release Burndown performance

trend deviation

1. Defects in a sprint 2. Test Coverage 3. Production Defects 4. Build Success Rate

1. Story de-scoping index 2. User Story Volatility

1. Agile Utilization 2. Retrospective index

1. Agile Academy Compliance

Initiatives

• Measure IT contribution to Cost • Enable operations to release value every month to

production

• Implement CSAT for end users of software

• Ensure operational measures are collected and collated every sprint, by every sprint team.

• SM to help teams track during the release

• Ensure consistent defect management • Measure coverage every sprint • Measure running tested features

• IT and Business measure needed. Indication of partnership. Ensure collection and review.

• Transformation team proactively working the roadmap to work toward 100% (of goal)

• Retrospective Actions to be tracked every sprint

• Define and formalize the Agile training program and participation opportunities and guidelines.

Targets

1. 20% 2. 1 release

/ month

1. >6/qtr

1. Team sp. 2. #prr/days 3. #prr/days 4. <10%

1. 0 P1,P2 2. >90% 3. 0 P1, P2 4. >90%

1. <10% 2. <5%

1. >15 QoQ 2. > 80%

1. >80%

Note: This is a sample representation

11

Fulfilling ATDD-3 Performance Measures

1. Margin Contribution (Cost) 2. Earned Value/Release – Feature Burn-up

1. Customer Satisfaction –CSAT

1. Velocity 2. Avg Project Request Cycle Time -

Requested 3. Avg Project Request Cycle Time -

Scheduled 4. Sprint & Release Burndown performance

trend deviation

1. Defects in a sprint 2. Test Coverage 3. Production Defects 4. Build Success Rate

1. Story de-scoping index 2. User Story Volatility

1. Increase Agile Utilization 2. Retrospective index

1. Increase Agile Academy Compliance

Leading / Lagging

1. Leading 2. Lagging

1. Lagging

1. Leading 2. Lagging

3. Lagging

4. Leading

1. Leading 2. Leading 3. Lagging 4. Leading

1. Leading 2. Leading

1. Lagging 2. Leading

1. Leading

Cause and Effect

With leading indicators you

should be able to correlate how

lagging indicators will

shape up

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Acceptance Criteria

1. The framework should look at measuring the

Knowledge , Skills and Abilities needed to ….. Build

efficiencies to….. Effectively deliver services to….the

client

2. Periodic reporting should be enabled by the

framework

3. The framework should consist of leading and lagging

performance indicators based on IT goals

Always remember

Thank You

“Not everything that can be counted

counts &

Not everything that counts can be

counted”

Archana Joshi

Sr. Manager, Wipro Technologies Email: archana.p.joshi@gmail.com

Archana.joshi@wipro.com