THE DISCIPLINED AGILE (DA) TOOLKIT · Disciplined Agile is an agnostic hybrid that leverages...

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THE DISCIPLINED AGILE (DA) TOOLKIT An Agile/Lean Toolkit for optimizing your Way of Working (WoW) Jonathan Lee, PMP, DALSM, CDAI, CSM Past President & DA Champion, PMI Chicagoland VP Professional Services, CCS Technology Group May 13, 2020 Copyright 2020 Project Management Institute

Transcript of THE DISCIPLINED AGILE (DA) TOOLKIT · Disciplined Agile is an agnostic hybrid that leverages...

Page 1: THE DISCIPLINED AGILE (DA) TOOLKIT · Disciplined Agile is an agnostic hybrid that leverages strategies from a variety of sources 5 Scrum Extreme Programming Kanban Lean Unified Process

THE DISCIPLINED AGILE (DA) TOOLKITAn Agile/Lean Toolkit for optimizing your Way of Working (WoW)

Jonathan Lee, PMP, DALSM, CDAI, CSM

Past President & DA Champion, PMI Chicagoland

VP Professional Services, CCS Technology Group

May 13, 2020

Copyright 2020 Project Management Institute

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AGENDA

12 MAY 2020 2

1. What is Disciplined Agile and Why?

2. Overview of Disciplined Agile

3. Choosing Your WoW

4. What’s Next?

The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute

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WHAT IS DISCIPLINED

AGILE AND WHY?

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Introduction to

Disciplined Agile (DA)

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DA became part of the PMI family in August 2019

DA provides guidance to help organizations

choose their way of working (WoW) in a

context-sensitive manner, providing a solid

foundation for business agility

DA is a toolkit of Agile strategies and practices

to complement any agile framework or method

such as Scrum or SAFe

The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management InstituteThis Photo by Unknown Author is licensed under CC BY

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Disciplined Agile is an agnostic hybrid that leverages strategies from a variety of sources

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Scrum

Extreme Programming

LeanKanban

Unified Process Agile Modeling

Agile Data“Traditional”PMIBok Guide®

DevOps …and moreSAFe®

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Agile has Devolvedinto Chaos

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• Hundreds of Practices

• Significant overlap

• Significant gaps

• Conflicting advice

• Niche Certifications

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Tribes

Continuous Integration

Continuous Deployment

Test driven development (TDD)

Pair programming

Mob programming

Daily standups

Taskboards

Burndowns

Burnups

OKRs

GQM

Squads

Program Increments (PIs)

Release Planning

Net Promoter Score (NPS)

Guilds

Scrum

Epics

User stories

Technical Debt

Product Owners

Architecture OwnersSpikes

MVPs

MBIs

Automated tests

Acceptance Tests

Regression testing

BDD

ATDD

DevOps

Refactoring

Database refactoring

Generalizing specialists

User Experience

Design

Split testing

Exploratory testing

Active stakeholder participation

Onsite customer

Demos

Shift left

Shift right

Canary testing

Backlogs

Open space

Dashboards

Static analysis

Dynamic analysis

Business canvas

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DISCIPLINED AGILE

Enables teams to choose their

Way of Working (WoW)TM

An umbrella over all of agile,

DA makes the Agile

landscape - and “when to use

what” - clear

Your WoW

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Tribes

Continuous Integration

Continuous Deployment

Test driven development (TDD)

Pair programming

Mob programming

Daily standups

Taskboards

Burndowns

Burnups

OKRs

GQM

Squads

Program Increments (PIs)

Release Planning

Net Promoter Score (NPS)

GuildsScrum

Epics

User stories

Technical Debt

Product Owners

Architecture OwnersSpikes

MVPs

MBIs

Automated tests

Acceptance Tests

Regression testing

BDD

ATDD

DevOps

Refactoring

Database refactoring

Generalizing specialists

User Experience

Design

Split testing

Exploratory testing

Active stakeholder participation

Onsite customer

Demos

Shift left

Shift right

Canary testing

Backlogs

Open space

Dashboards

Static analysis

Dynamic analysis

Business canvas

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1st Poll Questions

1. Are you familiar with Disciplined Agile (DA)?

2. Do you currently hold any other Agile certifications (not DA)?

3. What type of framework/methodology does your organization practice currently?

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OVERVIEW OF

DISCIPLINED AGILE

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Mindset

Disciplined Agile (DA) is described in four views

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People

PracticesFlow

Roles &

responsibilities

Team structures

Lifecycles

WorkflowsGoal diagrams

Principles and

guidelines

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Agile Software Development Manifesto vs. The DA Manifesto

The Discipline Agile (DA) Manifesto

We are uncovering better ways of working (WoW) by doing it and helping others to do it.

Through this work we have come to value:

Individuals and interactions over process and tools

Consumable solutions over comprehensive documentation

Stakeholder collaboration over contract negotiation

Responding to feedback over following a plan

Transparency over (false) predictability

That is, while there is value in the items on the right, we value the items on the left more.

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The Seven Principles of Disciplined Agile

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DelightCustomers

Pragmatism

BeAwesome

ContextCounts

Choice isGood

OptimizeFlow

EnterpriseAwareness

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Your Organization is a Complex Adaptive System (CAS)

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Primary Roles on Disciplined Agile Delivery (DAD) Teams

NOVEMBER 2019Foundations of Disciplined Agile © 2019 Project Management Institute, Inc. 14

Team LeadAgile process expert, keeps team focused on achievement of

goals, removes impediments

Product OwnerOwns the product vision, scope and priorities of the solution

Architecture OwnerOwns the architecture decisions and technical priorities,

mitigates key technical risks

Team MemberCross-functional team members that deliver the solution

StakeholderIncludes the customer but also other stakeholders such as the

sponsor, operations engineers, support staff, architecture,

database groups, finance, and more

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Business Agility: Process Blades

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Process blades

encompass lots

of practices

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C O A C H E S C O R N E R

Teams should choose an appropriate lifecycle

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Program

Exploratory

Lean Continuous

Delivery: Lean

Continuous

Delivery: Agile

Agile

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The Agile Lifecycle

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Milestone Fundamental Question Asked

Stakeholder vision Do stakeholders agree with your strategy?

Proven architecture Can you actually build this?

Continued viability Does the effort still make sense?

Sufficient functionality Does it make sense to release the current solution?

Production ready Will the solution work in production?

Delighted stakeholders Are stakeholders happy with the deployed solution?

Inception Construction Transition

Initiate the endeavor Development of a potentially consumable solution Deploy the solution

Proven architecture

Stakeholder visionContinued viability

(several)

Sufficient functionalityProduction ready

Delighted stakeholders

Lean Governance – Baked into Disciplined Agile

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DA FLEX is the Value Streams Layer

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Disciplined Agile

Delivery (DAD)

Disciplined

DevOps

Portfolio

Management

Product

Management

Continuous

Improvement

Business

Operations

MarketingStrategy

Governance

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Traditional Project

Management

Disciplined Agile

PMI now offers the best of both worlds

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The New PMBOK Guide

includes Agile content

DA includes guidance on Risk

Management & Governance

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Hybrid

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CHOOSING

YOUR

WoW!

(Way of Work)

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Frameworks Aren’t Silver Bullets

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What if your staff aren’t sufficiently skilled?

What if the prescriptive advice doesn’t suit your organization’s context?

Don’t you need to do better than simply copying someone else’s approach?

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Effectiveness

Time

Initial learning curve

Things get better

We hit the limits of the framework (we’re in method prison)

Source: Reifer, Donald.

Quantitative Analysis of Agile Methods Survey

(2017): Twelve Major Findings

1500+ Agile teams at 150 orgs

Agile methods: 7-12% more productive on average

Agile scaling frameworks: 3-5% more productive on

average

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Agile Frameworks: Methods Can Help, but they are Not Enough

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Successful Agile Organizations Take Responsibility for Evolving their own Agility

• Success doesn’t come from adopting a

prescriptive framework or methodology

such as Scrum or SAFe, although it may

be a good start!

• For true business agility, we need to

“Choose our agile way of working (WoW)”,

bespoke/tailored agile, optimizing for our

unique situations24

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Choose Your Wow! is DA’s BOK for Disciplined Agile Delivery

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Kaizen Loops: Improve via Experiments

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Identify Problem

Identify Potential

Solution(s)

Try the Solution(s)

Assess

Effectiveness

Adopt What WorksAbandon What

Doesn’t Work

Share Learnings

Plan

Do

Study

Act

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Continuous Improvement via Kaizen Loops

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Effectiveness

Time

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Guided Continuous

Improvement (GCI)

Identify Problem

Identify Potential

Solution(s)

Try the Solution(s)

Assess

Effectiveness

Adopt What WorksAbandon What

Doesn’t Work

Share Learnings

Some experiments fail.

You learn something, but

it’s still a failure.

Failing fast is fine, but

succeeding early is better.

If we get better at this,

we succeed more often

and we improve faster.

We can do this if we have

access to an experienced

agile coach, but they’re

expensive and hard to find.

We can do this if we have

access to a process

knowledgebase, like the

Disciplined Agile (DA)

toolkit.27

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Decision Points Choices

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Effectiveness

Time

Continuous

Improvement

Guided

Continuous

Improvement (GCI)

Guided Continuous Improvement (GCI)

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You Can Improve Your Way Out of Method Prison

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Start where you are,

do the best that you can in the situation that you face,

and always strive to get better.

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WHO USES

DISCIPLINED AGILE?

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Organizations that uses DA

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2nd Poll Questions

1. Are you interested in learning more about DA?

2. What impact do you think PMIs’ acquisition of DA will have on your organization’s project delivery framework/methodology?

3. Which best describes how the Chapter can provide the most benefit to you with DA? (pick top 3)

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What’s Next?

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Next Steps

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Do some reading:

• Pmi.org/disciplined-agile

• DisciplinedAgileDelivery.com

• Blogs at ProjectManagement.com

• The DA Books

Sign up for newsletter at DisciplinedAgileConsortium.org

Programs team will work on providing DA training in the near future

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6 Disciplined Agile Certification Paths

• Disciplined Agilist (DA)

• Certified Disciplined Agilist (CDA)

• Certified Disciplined Agile Practitioner (CDAP)

• Disciplined Agile Lean Scrum Master (DALSM)

• Certified Disciplined Agile Coach (CDAC)

• Disciplined Agile Instructor (CDAI)

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https://www.disciplinedagileconsortium.org/roadmap

Associate

Professional

Master

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“Better Decisions Lead

to Better Outcomes”

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• Disciplined Agile is a rich, comprehensive and

well-organized toolkit of strategies to help your

organization be more successful with Agile

• DA brings a disciplined, agnostic, professional,

enterprise approach to agile which is what our

industry has been lacking in the past

• Understanding what your options are, and

which ones work in different contexts leads to

better decisions

In Summary

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Q & A

12 MAY 2020Disciplined Agile 38

Jonathan Lee, PMP, DALSM, CDAI, CSM, MCSE

Past President & DA Champion, PMI Chicagoland

(847) 275.5540

[email protected]

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THANK YOU

JONATHAN LEE, PMP, DALSM, CDAI

DA CHAMPION / PAST PRESIDENT, PMI CHICAGOLAND CHAPTER

[email protected]