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Tag: Planning

What Should I Do If My Agile Team Can’t Be Co-Located?

One criterion for team selection is member co-location. Whether working in nearby cubicles or in an open space, short distances between members contribute to communication and collaboration. The ease of casual interaction, the ability to observe facial expressions and body language, and the immediate sharing of artifacts facilitate team evolution. When a co-located team experiences conflicts, they are more likely to manage them healthily, rather than to pretend they don’t exist.

Depending on your office layout, you might be able to secure a team open space, also known as a “bullpen.” If your office is all desks or cubicles, and members work in various parts of a single office, see whether they can switch locations to be within walking distance of each other.

A new Agile team was spread all over one huge floor, with no hope of desk switching or dedicated space. When I suggested that they take over the windowless, cramped classroom in which I taught them the Agile fundamentals, they were excited! Their project manager obtained the right approvals, and for several weeks they worked happily and productively in this otherwise-dismal space. In the meantime, other arrangements were made for them.
If team members’ locations are fixed, hopefully they are not too far apart. A 30-foot distance (about ten meters) suffices to deter people from leaving their chairs to engage colleagues in face-to-face conversation.[i] In closer quarters, your team may be more inclined to communicate in person and use phones and chat software the rest of the time.

But what if your team cannot all be in the same place? Industry experience shows that, despite the extra challenges, the increased overhead in time and money, and the loss of productivity, dispersed teams can nevertheless be quite Agile.

The alternative to direct communication tends to be technology. Nowadays, person-to-person video calling costs next to nothing, works reasonably well, and is fairly easy to set up. Group conference calls are still at the shared-screen and conference-call evolutionary stage. More powerful, almost-in-person solutions are becoming more commonplace, but they are not immediately and constantly available at the individual team level.

However, once a team cannot make do with visual and presence-based communication, they must rely on tools to capture and track their plans and artifacts. These tools make some parts of planning and tracking easier, and some harder. They might also have the following negative effect: even when many of a team’s members do inhabit the same space, they may gravitate to the tools, email, and chat to converse among themselves, rather than leveraging the potential of closer in-person communication.

Teams are quite vulnerable to “out of sight, out of mind.” If you see a teammate — on screen or in person — for only two hours a week, you’re less likely to feel the bond of shared purpose and mutual commitment. If most of your communication is on the phone, that’s another discouraging factor. Most team members are likely to process information visually rather than auditorily, [ii] which makes concentrating on a phone conversation difficult for them. And the remote people participating on speakerphone usually have a rather poor experience; for the most part, they struggle to hear and identify speakers. Their temptation to disengage and multitask during a conference call is huge. They might tell you “I can’t hear,” but they won’t tell you “It’s hard for me to focus and be on the phone for so long.”

Geographical team distribution has three common forms:

  1. Most of the members are co-located; one or two are remote (probably at home).
  2. Half the team is in one site; the other half is in another site.
  3. The entire team is distributed (for instance, they all work from home).

If you have the choice, avoid form 2. Such a team naturally devolves into two subteams that work largely independently. The situation is even worse from the perspective of team growth and collaboration when one of the halves is the obvious “home team” and the other one is known as the “offshore team.”

Distribution form 1 is less susceptible to the clique problem. It might work well with highly engaged people who already have a previous working relationship. Since onsite folks can easily make progress and decisions, the constant risk is that they don’t remember or care to pull remote ones in and involve them. It’s an effort they don’t always wish to make.

The best option is form 3, since it puts all team members on an equal footing. They will invest in communicating and coordinating with each other. They will set up their technology effectively and adjust their process and practices to their reality. Many successful open-source projects operate this way.

A company in downtown Boston allowed every employee to work two days of every week at home, to reduce their commute time. One of their teams was a hybrid of the co-located and the distributed. All its members chose to work from home the same two days, and the rest of the time they were co-located.

If your team has even a single remote member, one technique to strengthen the entire team is pair programming. Block off several hours every day during which the entire team is available and pair programming is the norm. Help the team make this an explicit agreement. Make sure technology is not an issue: everyone should have personal headsets, fast computers, and fast screen-sharing software. If the pairs switch around at least once a day, this pair-wise way of growing a team will strengthen team bonds in a matter of weeks.

About the book and the author

The excerpt above is from the book The Human Side of Agile: How to Help Your Team Deliver which will be available September the 12th. With this book, Gil Broza has created a practical, universal guide to navigating the least manageable, understood, and appreciated asset in an Agile environment: its human side. Even if your customers are reasonably happy and your developers seem to be doing okay, you know your team is capable of more: delivering great products and staying ahead of ever-changing demands. You want to feel good about using Agile and to create the conditions for great results, but the skills you honed in traditional environments don’t always apply to the role of Agile team leader. The Human Side of Agile fills this gap, guiding you to:

  • Establish yourself as a confident and capable leader who adds value
  • Build and lead an engaged team that can handle almost any challenge
  • Cultivate collaboration and a continuous improvement mind-set
  • Reap the full benefits of Agile in the real world with real people

Gil Broza has mentored more than 1,500 professionals in 40 companies within the last 10 years who then delighted their customers, shipped working software on time, and rediscovered passion for their work. Gil offers much-needed services (beyond basic education) to help ScrumMasters and other Agile team leaders grow in their roles. In addition, he provides workshops, consulting, facilitation services, and enablement programs to fix lackluster Agile attempts and support ongoing Agile improvement efforts.

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[i] Thomas J. Allen, Managing the Flow of Technology (Cambridge: MIT Press, 1977). The “Allen Curve” shows that the probability of communicating technical information at least once a week drops below 8% when a ten-meter distance separates people, and levels off below 5% at 30 meters and higher.

[ii] Walter Leite, Marilla Svinicki, and Yuying Shi, “Attempted Validation of the Scores of the VARK: Learning Styles Inventory With Multitrait–Multimethod Confirmatory Factor Analysis Models,” Educational and Psychological Measurement (2009): 2.

Project and Solution Scope – The Importance of Both!

Some big news in my life, I got married in July!   In the process of getting married and planning a wedding I found the analogy of the wedding process similar to project and solution scope.

Project Scope and Solution scope – How to explain the difference?
I will get to the PMI and IIBA definitions in a moment, but first I want to throw an analogy out there for everyone to react to.

For a little conceptual fun . . .
Engagement is to Project like Marriage is to Product/Solution

The wedding is the “go live” date and implementation of the marriage, the engagement is the temporary endeavor to create the marriage, the marriage is what lives on.

The marriage proposal is the project charter, likely talked and thought about for months, and finally funded with an engagement ring or other cultural token.  A commitment made by key stakeholders to create a marriage.
The planning begins . . . a budget is created for the wedding, negotiation between the couple and parents on budget, timeline, and scope of the wedding.  Meanwhile the couple begins planning their marriage, requirements of their lives together and visions of what the future will hold.  They work on planning the details of their finances, a home, children and family relationships, spirituality, lifestyle, etc. . . . Most discussed at a conceptual level before, but now they look at the details, it is reality now.   All features of a life together, some need to be ready for the wedding with high priority and some more conceptual and will evolve as time goes on.

A plan is created with all of the tasks needed, timelines, who is involved and budget.  Some parts of the plan are task driven and others are key activities to create the marriage.

A wedding coordinator is hired to manage the plan and make sure everything gets done.

Family gatherings are abundant to figure out design of the wedding, and in all of the heated discussion it is easy to lose sight that it is more important to plan the marriage than the wedding . . . so much focus on one day and yet we need to be focused on what lives on after that day.  The bride and groom try to find time among the chaos to discuss the details of their life together.

An hour-by-hour schedule is created for the wedding day and everyone has his or her part to play, including the rehearsal.

And . . . then there are the vows, the go-live!!!!

What lives on forever is the marriage . . . and just like a project, if requirements change, are missed, or the stakeholders, needs, and context changes the marriage is at risk.  The marriage must be adaptable and prove value to those impacted to be considered successful.

The Bride and Groom need to be BAs in their own right and ensure that they are thinking about the future and an enduring life together vs. being all consumed by the wedding.

The scope of the engagement and wedding is all of the tasks leading up to the wedding day to make the wedding happen.  I compare this to Project Scope.

The scope of the marriage is what lives on and the qualities, features, and capabilities that make it successful.  I compare this to Solution/Product scope.

Project Scope “The work that needs to be accomplished to deliver a product, service, or result with the specified features and functions.”
PMI PMBOK 4th Edition

Product Scope “The features and functions that characterize a product, service, or result.”
PMI PMBOK 4th Edition

Solution Scope “The set of capabilities a solution must deliver in order to meet a business need.”
IIBA BABOK v2

Some practicality of this for your projects:
– Documenting both the project scope and the product/solution scope is critical to the success and business value of the project. 
– PMs are typically responsible for the project scope
– BAs are typically responsible for the product/solution scope
– It is critical to success for BAs to define solution scope, even if it is not defined or well defined when you join the project.
– Solution/Product scope statements are the features and capabilities of the solution/product that live on after go-live; they are not the tasks that need to be done to deliver the solution.
– Project scope alone (task driven) is dangerous to the project success as there is no common alignment and documentation on what should live on once it is implemented.
– Use a Scope/Context Diagram to accompany a Solution/Project scope statement.  The IIBA newsletter had a great 5 part series on context modeling by By Meilir Page-Jones.  The series started in the Feb 2011 Newsletter. 

Happy solution scoping and happy marriage making!

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When Too Long Isn’t Long Enough

Does Requirements Gathering Slow Projects?

In a recent social media poll, business analysts (BAs) reported that their top obstacle to success was the perception that requirements gathering takes too long. If you’re a BA and you haven’t heard this complaint, consider yourself lucky—it’s one that we frequently are asked to “fix” when we visit a client site.

The truth is that requirements gathering and requirements management—when done correctly—are essential to producing outcomes that meet the needs of users.  And, because the process is so necessary, it takes time.

The paradigm needs to change from “BAs write requirements during the requirements phase” to “BAs conduct business analysis throughout the project lifecycle, and the product of good analysis is high quality requirements information.”  In this new paradigm, everything is requirements related in some way: the goal of the project itself is a requirement, stakeholder needs are requirements, systems have requirements, etc. 

DougJune26th1

BAs believe (and analysts like Gartner agree) that more time, not less, should be spent conducting business analysis.

Here are a few good arguments to support what may at first seem like a somewhat unpalatable message.

The Invest Now or Pay More Later Argument

The reasoning behind this argument is pretty powerful and exists in most organizations.  Start with a general line of thinking—An incorrect requirement can have many aliases: bad specification, correction, bug, defect, test failure, or customer complaint; the different names correspond to when the problem appears in the project execution process.

Next, use the Voke graphic (below) or research from Forrester, Gartner or  another organization.  All reach the same conclusion; when you correct a requirement later in the project execution process, it costs more—a lot more.  In fact, the cost to repair a requirement grows exponentially as the project progresses.  This fact makes sense when you consider that correcting a data requirement after an elicitation activity often takes less than hour.  However, discovering, fixing, testing and re-launching a solution defect traced to that incorrect requirement can take over 100 hours during implementation.

DougJune26th2

The Quality Solution Argument

Part of the job of a business analyst is to carry the requirements “message” across the divide between the business sponsor and the IT development group.  Regardless of which side of the divide you reside, the phrase to use is “if I just spend a little more time” to clarify things for “those” folks, we will avoid headaches later.  This approach is best accomplished when you have a collaborator on the other side of the IT/business divide.  Ironically this is a best practice, and the more often it is done, the narrower the divide becomes…and the less likely the requirements message is to get shot.

The Better Backlog Argument

Your enterprise is probably working in some way with Agile.  If your organization is like most, an executive has probably complained that business change is not happening fast enough and Agile seems like a great way to address the complaint.  After all, who could possibly have issue with something called “Agile”?

A common illustration of the Agile approach is what is often called “the journey.” The illustration goes like this:  Instead of spending a lot of time mapping out the journey up front (i.e. the waterfall approach) SCRUM methods use quick sprints where you start in one point and end at another moving closer to the desired destination as it is known at that point in time (see Washington D.C. on the illustration to the right).  Once theDougJune26th3 team completes a sprint (see Terre Haute, IN on the map) it evaluates if the same destination is still desired by the business sponsor.  If so, the development team will work with the next user story in the backlog.

Agile is a great concept and one that works well if it is done right.  But as the BA you need to prepare for the journey by addressing two major pitfalls in the way backlog requirements are defined and managed.  The first pitfall happens when functionality is added in such a way that only partially satisfies the business requirement.  The other pitfall occurs when there are two alternatives which need to be evaluated to determine which is best for the intended user.  Selecting the wrong fork may reduce the overall experience for the intended user, though the SCRUM team provided exactly what the business requested.

More comprehensive requirements with frequent validation will mitigate the risks associated with both of these pitfalls, but the approach requires a bit of time up front verifying the journey as it progresses.  If your team has a customer advocate or user experience expert, these resources should support your justification for taking a bit more time to revisit the roadmap.  Tools BAs can use for verifying the journey often take the form of a business process model or storyboard.  Using either method will force stakeholders to think at a higher level throughout the project—time well spent, especially if you get an “ah ha” moment.  Document the experience and testimonial.  You will be ready when a sponsor asks you to sprint a little faster.

Five Tactics To Help Support Your Arguments

  1. Localize your argument that bad requirements are directly tied to poor outcomes. Conduct an anecdotal or simple online survey at the beginning of a project. Ask each respondent to think about his or her last project and “guestimate” how many errors could’ve been avoided if the requirements were clearer up front. You can also ask them to directly tie a defect to a poorly-defined requirement.
  2. Recognize—and work within—the divide that exists between the business and IT. The expression to remember to use with both sides is “if you allow me to just spend a little more time” to clarify things for “those” folks, we will avoid headaches later.
  3. Avoid placing blame. Some people, such as stakeholders, hold interests that aren’t directly part of the solution so it is natural that your project and its deadlines may not get his or her full attention. But don’t complain. Most people have long memories and will remember your actions on the next project. A variation that does work is to approach the individual directly, asking for his or her help. When we do this we often find that the person needs to be involved sooner with more frequent, low time commitment reviews.
  4. Sponsor a learning session. Get the help of a member of the PMO to talk about the need to step away from the traditional “requirements as a checkbox” approach and toward the idea that requirements are a continual process.
  5. Use patience, praise and food. Even professionals need encouragement along the way especially when tasks cannot be done quickly and easily. And remember people always learn better when food is on the agenda, so quid pro quo could involve a wheat wrap or a chocolate chip cookie!

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Resistance as a Major Source for Requirements Risk

mm1This article recognizes resistance as a source for requirements risk. Business analysts recognized assumptions, constraints and dependencies as the major sources of requirements risk. However, in every analysis there is some level of resistance to change. This article reviews the three traditional sources of risk and makes the case for including resistance as an additional source.

What is risk?

Risk is an uncertain event that can have a positive (opportunity) or negative (threat) impact on an endeavor (1). In this context, the endeavor is developing requirements (elicitation, analysis, documenting, and validation), which may be a change to a process and/or software. The result of the development effort is a business requirement document that reflects a stakeholder consensus. Typically, the business analyst recognizes three major sources of risk in planning requirements development:

mm2• Assumptions – business conditions that if changed would affect the requirements or requirements development
• Constraints – conditions that restrict the development of requirements
• Dependencies – requirements that are dependent on other requirements

Change Equals Resistance

The business analyst is a change agent. In developing requirements, the business analyst is inherently involved with change. And, where there is change, there is resistance.

mm3• Resistance is a barrier encountered by the business analyst in developing requirements from stakeholders

Resistance comes in all forms and degrees. Stakeholders typically expressed resistance as a concern or a reservation. However, it may also be to an out-right objection. The key for resolution is for the business analyst to engage in a dialogue with the stakeholder that leads to the reasons behind the resistance (see Figure 1).

mm4
Given the above, the business analyst needs to recognize resistance as a major source of risk and manage it as in the other major risk sources. The business analyst needs to identify its possible occurrences, analyze its probability and impact, and develop a risk response. Note that risks that stem from resistance are threats. In this case, the business analyst needs to avoid, transfer, mitigate, or accept the threat (see Figure 2).
mm5

A Homestead Example

mm6Dick and Jane are a couple with a nice home and are business analysts for a large firm in a downtown business center. One day Dick and Jane decided to upgrade the single pane windows of their home. Being experienced business analysts, they first listed their major sources of risk (assumptions, constraints, and dependencies) and then prioritized their requirements.

  • Assumptions
    • Continue to live in the home for at least 20 years
    • Able to recover window upgrade cost if home is sold
    • Energy cost will continue to rise
    • Reliable contractor available
  • Constraints
    • Budget is $25K
  • Dependencies
    • Compatibility with current window security screens
  • Requirements
    1. Save energy cost with their home
    2. Easy to clean
    3. Sound proof

After shopping around for windows, Dick and Jane settled on triple pane energy efficient windows with removable sashes for easy cleaning and a laminated glass sandwich that should squelch out some noisy neighbors. They then picked a contractor that could handle the current security screens and paid the upfront capital for work to begin. All was well until they met resistance.

mm7Remember Dick and Jane live in a nice house, in a nice neighborhood, with a not-so-nice Home Owner Association. Upon the first week of window installation, they received a letter from their HOA advising them to cease all work until they submitted a request to the HOA detailing the change to their house. Although Dick and Jane own their nice home, they have come to realize there is a third stakeholder – the HOA and the HOA can be quite resistant. Lesson learned: always consider four major sources for risk – assumptions, constraints, dependencies, and resistance.

Summary

Business analysts need to manage risk associated with the development of requirements. Traditionally, they consider three major sources of risk: assumptions, dependencies, and constraints. However, business analysts are agents of change. Very few projects, if any, do not incur some level of resistance. Business analysts need to include resistance as a major source for risk along with the traditional three.

References

  1. Project Management Institute, A Guide to the Project Management Body of Knowledge 4th Edition, (Dec. 2008)

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Reinventing the Swim Lane Diagram. Part 1

We’ve all used the swim lane diagram. It’s simple and easily demonstrates a process, but I’ve often thought it could do more. When I document a business process, I want to show more than just who is doing what; for example, indicating which systems they are using, what kind of data they are updating, and illustrating a wider picture of the process. These are all factors that render significantly improved results and refined clarity. In this article we’ll look at some ways we can take the basics of the swim lane diagram and add some heightened functionality.

In this first part, we’ll cover a method of demonstrating process and systems interaction within the style and template of a traditional swim lane.

Let’s pause first to set the scene with a typical process swim lane for a sales quoting approval process. In this process, let’s imagine that there are four different systems: the Sales Person working in their CRM system, quoting tool and email client, Sales Management in an approval tool.

Does the swim lane below really demonstrate this clearly?

In this diagram, it’s difficult to realize at a glance, that the Sales Person has three separate systems (in many organizations this can also mean three separate logins). As a result, it doesn’t accurately demonstrate the amount of work the Sales Person might need to do to produce a quote. In fact, on the face of it, the quote approval process looks simple!

So what can we do to make it more readable? One option would be to color code the boxes to show the different systems, as follows:

 

Again, this diagram seems to work by color coding the different systems, but what really ends up happening? One might think, “Wow, nice colors, what do they mean?” So, similar to the first diagram, we are left with unanswered questions and an ambiguous picture of the process. Legends, too, seem to just add to the confusion.

Let’s look a little deeper. Colors, although effective in distinguishing difference, in the above example require a legend. If we could make more economical use of color and eliminate the need for the legend, things would be better. The diagram below does just that. By using color in the border and including a colored label, you can simply differentiate the systems (i.e., adding the system name to the label eliminates the need for the legend).

Now you can clearly and quickly see that when the Sales Person creates a quote, they have to actually use three different systems, with a fourth system used by the Sales Manager for approvals. All this is achieved without the need for a legend and I haven’t confused the reader with lots of overwhelming colors.

 

Finally, I can also annotate to add some further details. In this example, I am sacrificing some readability for a deeper understanding; however, in this case, I think it works. Using an email icon, I annotated both the Quote Approval and Email Client. The approval discount condition is also annotated.

Every diagram should have a version number, ideally a date and an author. This will ensure that when you use the diagram, in a presentation or a meeting, you can guarantee everyone is referencing the same information. A date allows you to see when the diagram was last updated, and the author serves as a reference if the diagram is used elsewhere in the organization.

 

In our company, we have set up our process diagrams using a Visio stencil, creating a template for repeated use. The parameters of the template include clearly defined color coding schemes for all major systems (green means finance, blue means sales, etc) with regular color mapping to other types of diagrams (i.e. system diagrams, data flow diagrams, etc.) Over time, business users recognize these colors, and find this an effective way to illustrate when a business process requires the use of multiple systems (as shown in the example). It also indicates where there is systems overlap between departments (e.g. when a Sales Person interacts with a Finance-based system).

To summarize, we’ve concentrated on ways to increase the effectiveness of the swim lane diagram. The sparse and efficient use of color, defining each color’s meaning, and the introduction of labels and annotation allow for a more profound exchange of information. In Part 2 we’ll start to explore further additions to the swim lane diagram for tracking the underlying data usage, and investigate methods to clarify swim lane diagrams when put into a context of the wider picture. We’ll also talk about having now set up a basic swim lane template, how we can then increase adoption and maximize the use of it.

Don’t forget to post your comments below!

 

Mark Jenkins is Manager Business Analysis Group at Websense. Mark has spent the last year establishing a formal Business Analysis Group at Websense that now plays an active role in all major business projects. As part of the development, he created new process and documentation standards, which assisted in the overhaul of IT Project processes, placing the BA Group at the forefront of the IT to business interactions. He can be reached at [email protected]