An Agile/Lean Toolkit for optimizing your Way of Working (WoW) · An Agile/Lean Toolkit for optimizing your Way of Working (WoW) David Shapiro is a Senior Director of engineering

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

David Shapiro is a Senior Director of

engineering at Openlink leading multiple

software development and DevOps teams.

David has driven DA adoption and

transformation at Openlink, as well as other

Global Enterprise Trading System Software

companies.

David is an innovative hands-on certified

Disciplined Agile Coach, Practitioner, and

Instructor. He is an Advisory Council member

of the Disciplined Agile Consortium, a PMI

member belonging to the NYC and LI

chapters, actively working with DA

Champions throughout the PMI organization

to forward the DA initiative and adoption.

David is recognized for his unique ability to

develop top talent and cultivate high-

performance teams that continuously exceed

expectations.

[email protected]

917.796.4959

mailto:[email protected]

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

David [email protected]

917.796.4959

Copyright 2020 Project Management Institute


David Shapiro

Senior Director of Technology for Openlink

Software Development & DevOps

• Founder & President of Dovetail Agile Partners

• Disciplined Agile Consortium Advisory Council

• Certified DA Instructor, Coach, Practitioner, DA Partner

• Disciplined Agile Lean Scrum Master (DALSM)

• UX Certified NN/g, CSM Scrum Alliance

• CSTA, ATD, Six Sigma

Dovetail Agile Partners – Disciplined Agile Overview3/18/2020 Dovetail Agile Partners – Disciplined Agile Overview

AGENDA

18 MARCH 2020 4

1. What is Disciplined Agile?

2. Why Disciplined Agile?

3. Overview of Disciplined Agile

4. Choosing Your WoW

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

• PMI Recently Purchased Disciplined Agile

• PMI DA Champions

• Awareness sessions

• First adopters

• Continuous learning & improvement

• Changes coming out of the acquisition – Marriage ☺

PMI Acquisition of Disciplined Agile


WHAT IS DISCIPLINED

AGILE?

18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 6

• Rich, comprehensive, well-organized toolkit of strategies

• Disciplined, agnostic, professional, enterprise approach

• Guided Continuous Improvement

• Contextual choices that lead to better decisions

What is Disciplined Agile?


• Disciplined Agile begins with a set of 7 principles

• Presents an organizational eco-system called Process Blades (Process Areas)

• Describes a set of lifecycles for delivering solutions

• DA FLEX helps understand and improve organizational flow of value streams

• Provides a set of Goals and Goal Diagrams (decision points, options, trade-offs)

• Encourages Lean Governance with implicit behaviors and lightweight milestones

• Kaizen techniques used to improve your way of working (WoW)• Guided Continuous Improvement

What is the Disciplined Agile Toolkit?


Why

Disciplined Agile?

• Agile is important to everyone

• Scope, scale, complexity is increasing

• Traditional predictive approaches do not work for complex projects

• Increased competition, increased demand

• Deliver more, faster

• High demand for talent

• People first

• Autonomy, Mastery, Purpose

• Difficult to attract the best talent

• Higher recognition when seeking opportunities

Why is Agile Important?


Successful Agile Organizations Take Responsibility for Evolving their own Agility

• Success doesn’t come from adopting a

prescriptive framework or methodology.

• For true business agility, we need to

Choose our Agile WoW™, optimizing for

our unique situations

• Disciplined Agile provides the toolkit.11

1118 MARCH 2020 11

Why Disciplined Agile?


Organizations using Disciplined Agile

OVERVIEW OF

DISCIPLINED AGILE

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

13

Mindset

Disciplined Agile (DA) is described in four views

14

People

PracticesFlow

Roles &

responsibilities

Team structures

Lifecycles

WorkflowsGoal diagrams

Principles and

guidelines

The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 18 MARCH 2020

• 7 Principles Focusing on value

What is Disciplined Agile?


• Increased Transparency

• Sprint-based approach

• Short feedback loops

• Self-organization, autonomy

• Embrace changing requirements

• Enterprises require alignment

It Takes “Discipline”


17

Your Organization is a Complex Adaptive System (CAS)

18 MARCH 2020 17

DAD supports a robust set of roles

Team Lead

• Agile process expert, keeps team focused on achievement of goals, removes impediments

Product Owner

• Owns the product vision, scope and priorities of the solution

Architecture Owner

• Owns the architecture decisions and technical priorities, mitigates key technical risks

Team Member

• Cross-functional team members that deliver the solution

Stakeholder

• Includes the customer but also other stakeholders such as Project Sponsor, DevOps, architecture, database groups, governance bodies

There are a myriad of roles within organizations

18 MARCH 2020 19

Agile team roles:

• Team Lead

• Lean Scrum Master

• Project Manager

• Specialized Lead/Manager

• Product Owner

• Team Member

• Architecture Owner

Enterprise roles:

• Chief Financial Officer

• People Manager

• Procurement Officer

• Portfolio Manager

• Data Manager

• Reuse Engineer

• And more…

18 MARCH 2020 20

Business Agility: Process Blades


Disciplined Agile Lifecycles

• Work item list

• Iteration based

• Push work into iteration

• Ceremonies on cadence

• Release infrequently

• Work item pool

• Kanban based

• Pull work based on

capacity

• Ceremonies on demand

• Release on demand

• Work item list

• Iteration based

• Push work into iteration

• Ceremonies on cadence

• Release continuously

• Work item pool

• Kanban based

• Pull work based on

capacity

• Ceremonies on demand

• Release continuously

• Team of Teams

• Lean start-up

• Build, inspect, pivot

High-Level View - Delivery Lifecycle


Full Delivery Lifecycle


24

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


24

DA FLEX is the Value Streams Layer

18 MARCH 2020The Disciplined Agile (DA) Toolkit Copyright 2020 Project Management Institute 25

Disciplined Agile

Delivery (DAD)

Disciplined

DevOps

Portfolio

Management

Product

Management

Continuous

Improvement

Business

Operations

MarketingStrategy

Governance

26

Choosing Your

Frameworks Aren’t Silver Bullets

18 MARCH 2020 27

What if your staff is not sufficiently skilled?

What if the prescriptive advice does not suit your organization’s context?

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

Continuous Improvement via Kaizen Loops


Effectiveness

Time

2818 MARCH 2020

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.29


29

30


31

Effectiveness

Time

Continuous

Improvement

Guided

Continuous

Improvement (GCI)

Guided Continuous Improvement (GCI)


31

You Can Improve Your Way Out of Method Prison

32

Start where you are,

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

and always strive to get better.


32

“Better Decisions Lead

to Better Outcomes”

33

• 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


Disciplined Agile Resources

Choose Your WoW!

A Disciplined Agile Delivery Handbook

for Optimizing Your Way of Working,

by Scott Ambler & Mark Lines (2019)

• DAD Blog: www.DisciplinedAgileDelivery.com

• DAD Certification: www.DisciplinedAgileConsortium.org

• DAD LinkedIn Discussion Group:

• http://www.linkedin.com/groups/Disciplined-Agile-Delivery-4685263

http://www.disciplinedagiledelivery.com/

http://www.disciplinedagileconsortium.org/

http://www.linkedin.com/groups/Disciplined-Agile-Delivery-4685263

Certification

StartTeam

Experience

DISCIPLINED

AGILISTDA

DALSMCERTIFIED

DISCIPLINED

AGILIST

CDA

Lead

Experience

CERTIFIED

DISCIPLINED AGILE

PRACTIONERCDAP

DISCIPLINED AGILE

LEAN SCRUM

MASTERDALSM

Coaching

Experience

Instructor

Training

Agreement

CERTIFIED

DISCIPLINED AGILE

COACHCDAC

CERTIFIED

DISCIPLINED AGILE

INSTRUCTORCDAI

Certification Roadmap – High-Level

Q & A

DAVID [email protected]

917.796.4959


THANK YOU

DAVID [email protected]

917.796.4959


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An Agile/Lean Toolkit for optimizing your Way of Working (WoW) · An Agile/Lean Toolkit for optimizing your Way of Working (WoW) David Shapiro is a Senior Director of engineering