WB - Agile Fundamentals - v1.0
WB - Agile Fundamentals - v1.0
WB - Agile Fundamentals - v1.0
FUNDAMENTALS
Workbook
1
Copyright 2019
Australian Institute of Management Education and Training
All rights reserved
Version: 1.0
Date Modified: 26/07/2019
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without the prior written permission of Australian Institute of Management Education and
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CONTENTS
INTRODUCTION ....................................................................................................................... 2
Learning Outcomes .............................................................................................................. 2
WHAT IS AGILE?....................................................................................................................... 3
Origins of Agile ...................................................................................................................... 3
The Manifesto for Agile Software Development ................................................................. 4
Do Agile or Be Agile? ............................................................................................................ 6
Applying Agile Outside of Software Development ............................................................. 9
GLOSSARY ..............................................................................................................................44
REFERENCES ..........................................................................................................................46
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Introduction
Learning Outcomes
• Define the origins of Agile and its values, principles and mindset
• Identify the key success factors for Agile projects
• Understand Agile team roles and responsibilities
• Facilitate collaborative approaches to define project vision and identify customer
needs
• Apply Agile project planning and adaptation techniques
• Monitor Agile projects and manage value-driven delivery
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What is Agile?
Origins of Agile
“Agile is the ability to create and respond to change. It is a way of dealing with and
ultimately succeeding in, an uncertain and turbulent world”
Agile Alliance, 2019
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© 2001, the above authors this declaration may be freely copied in any form, but only in its
entirety through this notice.
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Do Agile or Be Agile?
One of the biggest challenges for people and organisations in adopting Agile is the change in
mindset that is required. Many organisations and teams are quick to adopt Agile processes
such as stand up meetings, sprints, Kanban boards and retrospectives in the hope that it will
deliver projects more efficiently and with greater quality results. And whilst they may
experience some efficiency gains, they never realise the full potential of Agile or worse, they
end up exactly where they started albeit with some new jargon.
To fully realise the benefits of Agile, a mindset shift needs to occur. When talking mindset,
you are looking at the attitudes and beliefs that shape your behaviour. When talking
organisational mindset, you are looking at culture; the attitudes and beliefs that shape
behaviour when no one is watching.
Attitudes and beliefs in turn are built on principles. Principles are the general rules or
propositions that form the foundations of a how a person reasons. Recognising this, the
creators of the Agile Manifesto came up with 12 principles that form the foundation for
reasoning from an Agile perspective – hence creating the Agile mindset.
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Asha is a Project Manager for a large retail organisation. She has been asked to manage a
new initiative to enhance the in-store experience of shoppers to encourage them back into
the store and to combat competitors and online shopping. For the kick off meeting, Asha has
arranged an online conference call for all the stakeholders to dial into from their desks. Some
stakeholders are interstate, while others are located in the same building, but on different
floors.
Peter is a key stakeholder for a customer service re-development project. The project has
been running smoothly for a few months and the solution is scheduled to go live in the next
few weeks. At the last meeting, Jiang from the contact centre discovered that the solution
didn’t have a way for team members to record or update notes against each customer call,
which was a major requirement that the solution couldn’t be deployed without. The solution
development team indicated that adding this requirement would take a week or so to
implement and test, which would set back the expected release date. Peter argued that the
requirement should have been known earlier and was concerned about the change in the
release date.
Kate was managing a compliance project to enhance the invoicing processes in line with the
latest federal legislation. The team has been developing the updates to the finance system
for the past 8 weeks. Danny, the Accounts Receivable Supervisor, is now scheduled to review
the system changes to ensure they meet the requirements for the new laws. The first time
Danny logged into the system, he noticed that the main menu had been modified making it
hard to navigate.
Raj is a HR Manager working on a project to create a new employee health and wellness
program. Each week, he attends a demonstration meeting where the project team walk
through the work that has been completed in the previous week. Sometimes there are some
improvements that can be made, which Raj discusses with the team. Most of the time, Raj is
delighted by how well the team have managed to implement the requirements and he feels
confident that the project will deliver the benefits envisioned.
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Which characteristics do you need to further develop in order to build your own agile
mindset?
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What benefits can you see in using Agile for non-software development work?
Can you see any organisations or specific work functions where Agile wouldn’t work?
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Before getting into what enablers are required to make Agile a success in your work
environment, it’s important to look at how Agile presents in practice and how it differs to
other approaches.
Agile is based on delivering products (and projects) using an incremental development
approach. Incremental development means “that each successive version of a product is
usable, and each builds upon the previous version by adding user-visible functionality” (Agile
Alliance, 2019).
Incremental development aims to deliver something of usable value to the customer upon
completion of each increment. This differs from activity-based planning where deliverables
are based on tasks. Whilst each task may build on the previous, they aren’t delivering a
product that a customer can use. To enable this most Agile projects are structured around
iterations. Iterations are a fixed period of time (also known as a timebox) during which project
work takes place. These periods are short—between one to four weeks—and sequenced
consecutively (Agile Alliance, 2019).
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Agile Teams
Core to the Agile way of working is people and how they collaborate through teams to get
work done. Agile teams differ from traditional structures, where teams are made up of people
who do a functionally similar role, for example Marketing, Human Resources, Compliance, IT.
In these traditional teams, members may contribute to a project or multiple projects from the
perspective of their area of expertise and then return to their ‘day job’.
Effective Agile teams in contrast share three key characteristics:
• Cross-functional
• Dedicated to the project
• Self-organising
Cross-functional
Agile teams are structured so that they have all of the skills required to complete the work
end-to-end. This can mean that on your next Agile team you could find yourself working with
people who are developers, lawyers, copywriters, customer experience specialists and
instructional designers. These people will each bring a unique skill set to the team however
their roles are not defined by their areas of specialisation. Rather, tasks are completed by
whoever has the appropriate skillset. So, you may find yourself on an Agile team where a
lawyer is testing the functionality of a new piece of software because they have a great eye
for detail.
Self-organising
Agile teams are self-organising. This means that they self-organise to get tasks completed
between themselves and track their own progress. The team works together to prioritise
work, estimate how long the work will take and identify who will complete the work. This
doesn’t mean there is no place for a manager or leader in Agile teams, it means that the role
of the manager/leader is focused on making sure the team has everything they need to
achieve their objectives. This includes making sure the team has the right skills, that
roadblocks are removed as they arise and that the team has access to the resources they
need.
This is the difference between self-organising and self-managing teams. Self-managing
teams would also handle the management tasks such as recruiting team members,
managing performance and accessing resources (Calabrese, 2018)
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Source: https://youtu.be/TaV-d7eKWFc
Operating as a self-organising and cross functional team requires team members to
collaborate in a way that can be unfamiliar to many. In a command and control environment,
the manager delegates work, sets deadlines and holds team members to account. In an Agile
environment, the team takes on these responsibilities. This requires open, honest
conversations between team members. It requires team members to be disciplined in
delivering work as agreed, it also requires self-awareness and courage to be able to ask for
help as needed.
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might decide to wait for a response and it takes 5 hours, in those 5 hours you are not
producing work costing the project 5 paid hours with nothing to show for it.
What are some practical strategies that teams can put in place to overcome these barriers?
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A Collaborative Workspace
With a way of working that requires easy communication and constant collaboration, the
working environment of the Agile team is a key success enabler. Truly Agile teams need a
work environment that facilitates four elements:
• Impromptu conversations, assistance seeking and collaboratively working together
on specific elements of the project.
• The visual display of tools such as user stories, progress boards, customer journeys,
etc
• Stand up daily meetings – these usually need to occur around the visual displays
mentioned above.
• Larger meetings such as project planning, demonstrations and retrospectives that
require the participation of additional stakeholders.
In an office environment this translates into a dedicated space where the entire team is
located for the duration of the project. If the team is distributed across multiple locations
then technology needs to be in place that enables the above elements.
https://www.youtube.com/watch?v=cxGXQxsaPy8
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Plan how you will create short feedback loops throughout the project, including during the
iterations, to ensure you are maximising value to your customers and users.
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Plus/Delta
Plus/Delta is a simple technique that can be used to run retrospectives at the end of each
iteration. Plus is used to indicate all of the things that worked well during the iteration and
delta signifies things the team can change.
To conduct a Plus/Delta, draw two columns and label one ‘Plus’ and the other ‘Delta’. Ask
team members to share their pluses and deltas in an action phrase format that are specific.
So instead of the delta “the stand up meetings took too long” use “limit stand up meetings to
15 minutes.” Once all of the pluses and deltas have been named assign an owner
accountability for each action and ask for their commitment to managing it in the next
iteration.
Plus Delta
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Agile Planning
In Agile the act of planning is more important than the plan itself. Planning is a continuous
activity throughout the project rather than a phase at the beginning. The plans developed will
start out deliberately vague and as the project unfolds, they become more precise the closer
the project is to completion.
Agile planning is designed with future changes in mind. It is to be expected that as a project
progresses teams will gain new knowledge that could benefit the end design. It is to be
expected that the customer, as they see the end outcome come to life, will have changes to
be made. As such as these events occur the plan is adapted, whilst always keeping customer
value in mind.
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Prioritisation
Given the opportunity, customers and Product Owners will produce a list of required features
a mile-long and then deem them all important. However, project teams only have a finite
amount of time and resources to dedicate to the project, so the ability to prioritise features is
critical. Prioritisation happens at all levels of planning. Features need to be prioritised for
release, features need to be prioritised for each iteration and tasks need to be prioritised on a
daily basis. Prioritisation for release planning and iteration planning is led by the Product
Owner however it needs to include the whole project team.
There are a number of factors that influence how features are prioritised and the weight
attributed to each factor will depend on the organisation. One organisation may choose to
prioritise all of the low risk items for delivery, whilst another will prioritise those items that
present the biggest opportunities for learning that can inform future development. Factors
considered include:
• How much value a customer gains from the feature
• How much value (make money/save money) the business gains from the feature
• How much risk is removed by delivering those features
• What dependencies there are between features
• What features represent opportunities for learning that can inform future
development
• How easy the features are to implement (Cohn, 2007).
MoSCoW Technique
There are a number of techniques that teams can use to prioritise features and stories. A
simple, yet effective technique is MoSCoW. MoSCoW requires the Product Owner and project
team to assign each feature to one of four categories.
1. Must have
• These are the features and requirements a product needs in order to be worth
releasing. The Agile Business Consortium (2019) defines these as meeting one of the
following:
- No point in delivering on target date without this
- Not legal or safe without it
- Can’t deliver a viable solution without it.
2. Should have
• These are the features that are important but the product can function without them.
Usually these are the features that a workaround (no matter how manual) exists for.
3. Could have
• These are the bells and whistles of the product. If these are left out there is less
impact in comparison to if you left out a ‘Should have’.
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Estimation
When it comes to planning releases and iterations it’s helpful to know how long a particular
feature or story will take to complete. This is where estimation comes in to Agile. Estimation
is the process the team uses to figure out the effort required to complete a piece of work.
This enables teams to plan the amount of work that is to be completed in an iteration or
release, appropriately.
Using the term ‘estimation’ for this stage of planning is acknowledging that when calculating
duration for the completion of work it is just an approximate number. It recognises that the
actual duration may change based on any number of factors.
In an Agile team estimates are created by the team rather than a specific individual. This is
because at this stage teams are not certain who will do the work for each feature, so the
estimate needs to allow for this. Creating estimates collaboratively also allows the team to
challenge each other on their estimates, as a result requiring individuals to clarify and justify
their estimate or to change it.
Estimation techniques
When estimating how long it will take to deliver a feature or story, most people will instantly
jump to calculating hours and days. However, this can be fraught with danger. When the
Product Owner asks how long you will take to deliver a feature and you respond ‘three days’,
you typically mean three days of uninterrupted work. Yet in most workplaces you will have
other tasks vying for your attention. There are emails to be read, meetings to attend,
customer enquiries to respond to. Your three days soon extends to five days. So, even if you
spent the equivalent of three days work time on the task, in the view of the project schedule
you are now two days behind.
An alternative to estimating duration in days is to estimate effort in points and do so on a
relative scale. For example, you may know that one task will take twice as much effort as
another task so you would attribute it twice as many points. This method was developed by
Mike Cohn and is known as story points.
To use story points the team agrees on a scale, such as the Fibonacci scale and based on the
effort required for each user story (requirement) assigns points. So, using Fibonacci scale of
1, 2, 3, 5, 8 the stories requiring the smallest amount of effort are assigned a 1. The stories
that require the most effort are assigned an 8. Stories are all ranked relative to each other on
the scale based on the effort required.
A popular collaborative method for determining story points is Planning Poker. In Planning
Poker each team member is given a deck of cards with the numbers from the scale. The team
will then take a story from the pile and read it out to the group. Team members have an
opportunity to ask questions about the story and clarify the requirements. Once questions
have been answered each team member will calculate an estimate individually before
everyone holds up a card that reflects their estimate. If all team members select the same
card then that becomes the estimate. If there are differences of opinion a brief discussion will
occur to help the team reach consensus.
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Once each story has points assigned the team can schedule based on their past performance.
So, if in previous iterations they were able to complete 15 story points, for the next iteration
user stories that total 15 points will be scheduled. This is known as velocity.
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Ensuring Quality
In Agile projects quality is defined from two aspects, extrinsic quality and intrinsic quality
(Highsmith, 2009). Both need to exist for the product to be considered of quality.
Extrinsic quality is the customers’ perception of quality. Does the customer gain value in the
immediate term? This after all is the entire concept behind Agile, every requirement and
feature that the project team delivers are linked to the product vision and the customer value
proposition. Therefore, even if a delivered product is correct functioning and free from
defects, if it doesn’t provide the customer with value, it won’t be a quality product in the
customers’ eyes. They won’t be willing to pay for it.
Intrinsic quality relates to the technical quality of the product, which is where people’s minds
instantly go to when talking about quality. Does the product function reliably, is it free from
defects? For Agile products, intrinsic quality is about enabling the continuous delivery of
value over time. That is, is the product adaptable and responsive to being built on so that it
can meet future needs?
Intrinsic quality and the adaptability of the product being built is especially important in the
context of incremental development. If a project team takes short cuts in one iteration of the
project and delivers a product that cannot be easily adapted or that contains faults, it creates
a technical debt. The team will then need to address this debt down the track, creating delays
and rework.
With such an emphasis on quality, it comes as no surprise that in Agile teams’ quality is the
responsibility of all team members. Even if there are team members with a quality assurance
or testing background, each team member has accountability for delivering and reviewing
products for both extrinsic and intrinsic quality.
Intrinsic Extrinsic
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Agile Delivery
Once an iteration has commenced teams now need to engage in daily planning activities.
Daily planning typically consists of a stand up meeting for the project team. The meeting is
capped at 15 minutes and team members remain standing for the duration to keep it short.
These meetings typically follow a variant of the following three question format for each team
member:
• What have you completed since the last meeting?
• What do you plan to complete by the next meeting?
• What is getting in your way? (Agile Alliance, 2019)
The intent of these questions is to focus on what has been completed and plan for the day’s
activities. It is important that these meetings don’t become a series of status updates from
the team. Rather each team member is to briefly talk through their planned activities for the
day so that other team members can use the information in planning their day. If a
collaboration opportunity arises team members should mention it in the meeting and agree
to a conversation afterwards. Similarly if a team member asks for help with something, the
team will quickly decide who can help and the issue is addressed after the meeting wraps up
(Gilhooly, 2019).
Daily planning activities like stand up team meetings help by:
• Letting team members know what each person is working on to prevent duplication of
effort and/or working on conflicting activities
• Highlighting opportunities for collaboration
• Creating a forum to ask for assistance for the team
• Forcing team members to think ahead and plan their day.
Another major benefit of daily stand up meetings, is that in stating what work they will
complete today, each team member is making a commitment to the team. They know that
they will have to face them again tomorrow and let them know whether or not they met that
commitment.
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Work in Progress
In many workplaces today, it’s quite common to see teams (and individuals) that claim to be
very busy, yet don’t seem to actually produce a lot of finished results. The cause of this
phenomenon is often having excessive amounts of work that has been started and not yet
finished, known as work in progress in Agile terms. For example a Learning and Development
team has drafted a privacy training program, it’s now waiting for a final review by the
Compliance Manager. Whilst waiting they’ve started developing a customer service program
for frontline team members. The team has also just completed a training needs analysis for
leadership training so they are thinking about that in the background too. Finally, in between
tasks when they have a moment, they are updating the induction program for new
employees.
Whilst working like this may seem efficient—there is a task that can fill every spare minute—
it’s actually incredibly inefficient. When you get stuck on a particular task rather than
doubling down on the effort to get it finished, you can put it aside ‘until you are ready’ and
pick up another task. Every time you switch tasks you are also switching your focus and
concentration and this switching comes at psychological cost. Each time you switch between
tasks you lose time as your mind needs to stop and refocus. You need to review what you
were up to; you need to get your train of thought back on track.
https://www.youtube.com/watch?v=Q45cUHfvMZU
Agile approaches recognise the impact of teams taking on too much work at once and
actively seeks to limit the amount of work in progress. The benefits of this are:
• Collaboration within the team is increased as the team works together to complete
stories so they can move on.
• The high priority stories are usually completed earlier in the iteration as the team
works together to deliver the most value.
• The team moves through the work quicker, boosting morale as more work is done
(Donaldson, 2018).
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Status Reporting
Status reporting helps the team and the project sponsors know how work is progressing.
There are a number of tools that Agile teams use to track project status; two of the most
common are tasks boards and burndown charts.
Tasks boards
Tasks boards are a visual depiction of the work that that needs to be completed for an
iteration. Tasks boards (also known as Kanban) enable team members to see at a glance
what work is yet to be started, what is in progress and what is finished.
The actual format of the task board can vary based on the type of project or work being
completed. This is significant as the task board is a tool that helps enable teams to self-
organise, so it is up to the team to create a board layout that works for them. It is important
though, to keep the layout relatively simple so that it actually gets used by the team. A simple
task board format is three columns titled To Do, In Progress, Done.
Task boards need to be highly visible and easily accessed by team members. Team
members, not a team manager are responsible for updating the board. As team members
sign up for a task, they move the relevant task into the In Progress column and once
completed the task is moved to Done. This is all done as the day progresses, there is no need
to wait for the daily stand up meeting; rather the task board is an accurate snapshot in time of
the project’s status.
For co-located teams the task board is often a large whiteboard or corkboard in the team’s
workspace. The tasks (or stories) that were written on cards during the iteration planning are
attached to the board in the relevant column. For teams that are distributed across various
locations there is task board software that can be used by the team to maintain the project
status.
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Burndown chart
A burndown chart is a visual representation of
progress against time – it shows how quickly the
team is burning through tasks (or stories) and when
the project is likely to be finished. The burndown
chart can be created for iterations (although
normally if the iteration is only one week it isn’t
necessary) or releases.
Leslie (Project Sponsor and CEO) has asked for regular status updates on the project.
However, given the schedule of a CEO it’s hard to book face-to-face time in on a regular
basis. What options do you have for updating Leslie on the status of the project?
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As a team how can you record the lessons you’ve learned in the retrospective?
What steps can you take to share these learnings with future project teams?
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Learning Journal
Take this opportunity to reflect on what you have learned in this workshop and consider the
changes you can make to ensure that you apply the knowledge and skills you have gained.
Start Stop
Change Continue
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Glossary
Extreme Programming (XP) – an agile software development framework that aims to produce
higher quality software, and higher quality of life for the development team. XP is the most
specific of the agile frameworks regarding appropriate engineering practices for software
development.
Incremental development – each successive version of a product is usable, and each builds
upon the previous version by adding user-visible functionality.
Iterations – a fixed period of time during which project work takes place. These periods are
short—between one to four weeks—and sequenced consecutively.
Iterative development – intentionally allowing for “repeating” development activities, and for
potentially “revisiting” the same work products to add value.
Kanban – a visual method for controlling work in progress.
Large Scale Scrum (LeSS) – an agile framework for scaling Scrum to more than one team.
Product Owner – a role created by the Scrum Framework responsible for making sure the
team delivers the desired outcome
Release – a group of relatable features that can be deployed and used by the customer.
Retrospectives - a meeting that's held at the end of an iteration where the team reflects on
what happened in the iteration and identifies actions for improvement going forward.
Scaled Agile Framework (SAFe) – a set of organisation and workflow patterns intended to
guide enterprises in scaling lean and agile practices.
Scrum – a set of practices used in agile project management that emphasize daily
communication and the flexible reassessment of plans that are carried out in short, iterative
phases of work.
Self-organising teams - a self-organising team is one that does not depend on or wait for a
manager to assign work. Instead, these teams find their own work and manage the
associated responsibilities and timelines.
Sprints – a short, time-boxed period when a scrum team works to complete a set amount of
work.
Timebox – an agreed period of time during which a person or a team works steadily towards
completion of some goal.
User story – functional increments of work that have been described by the customer or
Product Owner.
Work in progress – tasks that have been started and not yet finished.
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References
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Calabrese, J. 2018, Agile Leadership Myth #2: Self-Organizing Teams Don’t Need Any Help,
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