Sizing Up the Enterprise

As teams begin to estimate User Stories, they may explore different approaches such as T-Shirt sizes and Fibonacci sequences that stop at 8 or go much higher.

This freedom to choose a relative sizing style allows a team to adopt what fits well within their work environment.

While this flexible approach is quite useful at the grass roots team level, it does pose an interesting challenge in the Enterprise setting where Agile teams roll up into an Agile PMO.

How do those in charge of the overall strategic planning, make informed cross team decisions with Product Backlogs of such varying size criteria? How can they identify the features that involve the least complexity, effort and doubt coupled with a high return on investment?

scrumology.net agile pmo sizing

Before we go into my suggestions on how to address this, let’s explore a common fallacy that is being evangelized in the Enterprise today.

Mandating Story Points to Ideal Days Solves Cross Team Sizing Inconsistencies

“1 Story Point = 1 Ideal Day (6 hour work day)

Seems quick and easy doesn’t it? Mandate that all of your Agile teams conform to this and your problem is solved!

By doing this, however, you’ve inadvertently stripped the Story Point of its original intent while roadblocking your team from personalizing (and humanizing) the process. You risk dismissing the conversations about complexity, effort and doubt while focusing on the mythical 6hr work day.

Another unintended side effect of tying Story Points to actual hours is that it isn’t long before people make the dangerous link between Story Points and Budget.

So what is the silver bullet to this issue? As is the case with all things Agile, there is no silver bullet! Solving this issue depends on the nature of the Agile teams and their relation to the business within the Enterprise.

Are these teams separate business units within the organization, or do they all contribute to the same product?

If the teams each have their own role within the organization and are only loosely tied to the same business goals, my suggestion is to let them be for the most part. Sizing, and especially Velocity, does not translate well across teams or up the organization. It will be an apples to oranges comparison, and you should keep your eye on delivering business value. As long as your teams are collaborating by sharing their Release Plans, does it really matter if they use a T-Shirt size or a Fibonacci scale as a means to an end?

If the teams do happen to roll up into an overall product, then I suggest that sizing occur from a single Product Backlog before decomposing them into each Team Backlog. With this approach, you can have the overall strategic conversations early. I would much rather have representatives from each team weigh in on a single Product Backlog, than try to make sense of it from the bottom up. This also brings a consistency to the sizing while allowing each team to have flexibility at the Sprint Planning level.

To summarize, tread carefully when trying to apply consistency across Agile teams within the Enterprise. It may not make sense to mandate sizing techniques, especially if it causes more harm than good.

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An X on the Agile Waterfall Lifeline

Over these last few months, I’ve had the pleasure of speaking with people across the country about their thoughts on agile transformations. In doing so, I noticed a recurring theme.

We tend to categorize companies, or subsets of companies as Agile or Waterfall.

Agile Waterfall Lifeline

At best, openly categorizing in this manner is an over simplification; at worst it can be damaging to the organization and people.

I do not find it productive, nor do I agree with some of the techniques used to make these categorizations. For example, I respectfully disagree with the approach of throwing out terms in rapid succession and have your audience respond with either Agile or Waterfall.

“Describe Marriage!”
“Agile.. wait it is Waterfall!”

These techniques are divisive, whether it be in a group or 1-on-1 setting. Companies, especially software companies, are complex and are not easily categorized.

I think part of the issue is that the methods and techniques used to analyze organizations are kept close to the vest. Agile Coaches and Consulting Agencies have their own “secret sauce” for evaluating a client, and therefore we rarely share them with the community. I’d wager the more successful ones respect the existing culture and nature of the organization, while informing their employees of other avenues to release early & often.

I’m not asking that we all bare our intellectual property to the world, but I do request that we all do our part to change the tone of the conversation.

Remember, it is about humanizing the process, not applying labels to organizations and people.

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2009 Retrospective

2009 Scrumology RetrospectiveIf you are like me, the New Year is one of those rare occurrences in which I can actually take a break from work and reflect on what I’ve accomplished.

This is why I suggest that we all take a step back, breathe and go through our own New Year’s Retrospective.

  1. Sit down with a piece of paper and a pencil.
  2. Draw 2 columns.
  3. In column 1, write down what worked well for you over the past year.
  4. In column 2, write down what didn’t work so well for you over the past year.
  5. Discuss your list with friends & family.
  6. Write out a series of Action Items for the New Year.
  7. Be sure to thank your friends & family for all of their support.
  8. Put your writings in a safe place where you can find them next year.

If you are motivated enough to do this over several years, you can revisit your lists and reflect on where you’ve been and where you are going.

For my personal 2009 Retrospective, I’ve found that I am even more energized about helping companies become Agile. I met quite a few experts and picked their brains about where Agile needs to go, and what challenges we face as a community. I’ve learned that applying Scrum in a large, geographically dispersed enterprise is quite challenging.

I’ll not publish my Action Items, but it’s safe to say that I have some very exciting things in the works for 2010. Next year I hope to revisit my list, reflect, inspect & adapt.

How about you?

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