Category: Advanced Skills

A burndown chart to help you to study

Do you need a an easy tool to help you schedule, monitor and eventually replan your study progress?


In September 2011 I participated in the ALE-Agile Lean Europe 2011 un-Conference in Berlin.
Many sessions were delivered (most of them were really very interesting) and I tried to attend to most of them. One the most fun and gorgeous, has been held by an agile coach (I do not remember his name…) and he explained how he used some agile principles and techniques to help his son to study and do the homework during the summer vacations.

One of the thing he explained was that his son had some books to read and the total numer of the pages were really a big number. He knew that one of the main problem with students, is the famous syndrome that Goldratt invented. In order to avoid any problem with such a syndrome, he decided to use a burndown chart to help the son keep focused, seeing the progress in term of page read and how many were still to be read.

He also created three different trend lines representing the paces (in SCRUM “velocity”): low, sustainable, high, every trend counting for a predefined number of page that would be read daily (e.g. low 10, sustainable 17, high 25).
This last improvement helped primarily to forecast for the finish date the son would have hit in case of different velocity and, furthermore, when he started to study he had an immediate and easy way to compare his progress against these trend lines.

Actually, I used this suggestion when studying for the PMI-ACP certification. Infact, I had to study several books in few months (hundreds of pages) and I would be sure to finish within february 2012.

One of the most valuable effect of using the burndown chart to help you study, is the psychological one: your progress is continuosly and pitilessly compared to the reference velocities and it helps to remain focused and to recover in case of delay.

Here it is a great anti-pattern to the Goldratt’s students syndrome!

The magic wand coaching technique

what to do if you find resistances in adopting new methodologies, approaches or simply accepting new knowledge?

When presenting a new concept or knowledge, it happens, really often indeed, that your interlocutors strive to accept it.
This because it’s actually and objectively difficult to transform any new knowledge into actions, moreover when such a new knowledge challange consolidated old habits.
The interlocutors (attendees to a course? team members? management?), infact, find an unlikely number of problems and alibis to avoid any change, telling you that such kind of things will not work with them, their situation or context don’t allow such a change, they do not have time for that, or any other excuse.
When facing this situation I use some coaching techniques to help the interlocutor to explore that minefield, in order to find alternatives, fresh ideas or solutions.
This, primarily, helps me to understand the underlying rationale, trying to find some fresh and detailed information in order to address and guide the communication with my interlocutor to overtake and avoid any barricade, barrier or impediment.
There are many techniques, in this post I’m going to talk about the ” Magic Wand” technique.
It happens that your interlocutor doesn’t want to change because he thinks that problems are only refferred to other factors: his boss, a colleague, the company, the environment, the aliens, etc.
Sometimes it’s true (the aliens), sometimes not (the remaining individuals).
In these cases I take a marker and launching it to that person, I say that such a marker is indeed a potent magic wand, which will help him to realize any wishes.
Then, I ask him to make wishes and tell to the wand HOW to change the problematic situation just expressed.
Most of the times, the person, asks for something impossible to realize due to lack of power: change the boss’s or colleague’s or management’s mindsets, behavior or approach, change any organization’s policies, culture and so on. But, even in these cases, it happens that some good material to work on, arises: worthwhile suggestions, ideas or considerations.
To help the person be more practical, effective and pragmatic, I introduce the concept of sphere of direct influence: the network of your direct peers/nodes or even indirect peers/nodes (only one level further) with which you are able to operate, communicate and act that is, actually, the only way you can really pursuit any change or goal.
Actually this network starts with the first level (you), goes through your direct peers (second level) and finishes with people connected through your direct peers (third level).
The closer are the peers of your network you have to influence, the better the chance of attaining the objectives.
So the rule in these case is: start from yourself, from where your are, now! And only then, try to influence your peers (directly or indirectly).
Infact, any change coming from the bottom side of an organization pyramid, can be globally instantiated only if working accordingly through such a sphere or network.
This can be accomplished only if we, as individuals, are the first that accept such a change, demonstrating publicly that such a change is in progress and witnessing it by expressing not instrumentally, new behaviors, approaches, methodologies, mindsets.
At this point, the benefits coming from the process of change are visible to everyone, they are under the sun.
Curiously, it happens that the other peers of your network, will start to become interested in such results and start to ask how you have achieved it. At this point, you should start to explain and spread this new knowledge to the others, giving support and, sometimes, a sort of guidance in pursuing the objectives.
That’s enough for this post.
I’m going to talk shortly about the other coaching techniques in some future posts.
Have fun! :)

Reflections about the PMI-ACP Certification

Yesterday, I sustained the exam to attain the PMI-ACP (PMI Agile Certified Practitioner) certification and fortunately I obtained it.

Compared to the PMP (PMI Project Management Professional) exam, it’s obviously easier, because the scope of the agile “discipline” of project management is smaller that the traditional one.

Well, first of all you should start from the official PMI certification page: PMI® Agile Certified Practitioner (PMI-ACPsm) in order to gather all the information regarding the certification, the exam and the requirements in terms of knowledge you should acquire.

You must answers to 120 questions (20 of them are not judged because they are experimental and treated as a survey).
When the exam starts, you have 3 hours to complete it (that is a long time, in my opinion).

I would start this post with some personal suggestions:

  • make the exam simulation in order to practice with the buttons and the way you can review the questions marked
  • even if you encounter questions that you are not sure about, choose the same an answer and mark it in order to review when finished. This because if you even run out of time, you will have 25% of probabilty to have choosen the right answer
  • before you start the exam, drink a coffé or a glass of water, eat a snak (fruit is better!) and, why not, go to the rest room. These, in order to have all the three hours available without interruptions and energy enough to avoid the concentration goes down

The questions were mainly relating to : scrum, xp, lean.
SCRUM, played a primary role: most of the questions I encountered were about roles, meetings, information radiators and rules of SCRUM.
Some questions were about XP: the roles, the practices (TDD, refactoring, pair programming, etc).
Some other regarded lean: lean portfolio management, the value stream mapping technique, the lean principles.
Then, I found some questions about story points: what they are, how they are used and represented. Hence, the planning poker game was cited as well.

Some other questions regarded the velocity and how it is used.
Some questions were arranged as exercises where you were asked to calculate the number of iterations with a well defined velocity or again how many stories the team should commited to having a predefined average velocity (remember the done rule and the fact that you can consider a story actully done, only if it satisfies all the prerequisites).

What was stressed in more that one question, is the importance of self-organization and the team empowerment and the role of the agile project manager (SCRUM Master) to behave as a facilator, coach and servant leader.

I found some questions regarding the risk burndown chart and the risk audit practice, things cited into the book of Michele Sliger (see the book list below).
Finally, it was stressed a bit the importance of the release planning ceremony (even if, actually, in SCRUM this is not a mandatory ceremony), meeting used to develop the product and release visions and the product roadmap.

This is the list of books I suggest (some of them are suggested by the PMI for this certification):

  • Managing Agile Projects, Sanjiv Augustine,  Prentice Hall PTR
  • Official Scrum Guide, Ken Schwaber and Jeff Sutherland,  Scrum.org
  • Agile Project Management with Scrum,  Ken Schwaber,  Microsoft Press
  • Agile Estimating and Planning,  Mike Cohn, Prentice Hall
  • Agile retrospective – making good teams great,  Esther Derby, Diana Larsen
  • The Software Project Manager’s Bridge to Agility, Michele Sliger and Stacia Broderick, Addison-Wesley
  • The Art of Agile Software Development, James Shore,  O’Reilly
  • Agile Software Development: The Cooperative Game 2nd Edition, Alistair Cockburn, Addison Wesley
  • Coaching Agile Teams,  Lyssa Adkins,  Addison Wesley
  • Lean-Agile Software Development: Achieving Enterpise Agility,  Alan Shalloway, James R. Trott, Guy Beaver,  Net Objective Lean Agile series

I found very interesting the suggestions came from Sally Elatta regarding her retrospective about the exam and some study tips.

Ooh, I was forgetting: it could not be missing a question about the agile manifesto (one of the values in my case)!

This was my experience with the PMI-ACP Agile certification and, what about yours?

Force Field Analysis: an Agile Version

Everytime we learn something new, a practice, a tool or a technique related to our working activity, we naturally try to understand how that knowledge can be ported into our environment. It happens, indeed, that the most challenging things, even if fascinating and powerful, are often discarded with a superficial statement “it will never work with us”.


Everyone of us do not want to change their habits, do not want to leave their “lovely” comfort-zone, we are accustomed to it, it is familiar.
Even if we know that the old way of doing things doesn’t work anymore and we must change it, we want to approach to it smoothly, gradually, it would be better, indeed, if someone else will do it for us.

This happens every time to people that come from a traditional project management environment who are called to face the new agile discipline: most of the time they know very well the benefits of it, what kind of improvement it can bring and furthermore they know that agile is, above all, about changing their mindsets, their habits.

Initially, they make the error of thinking that agile is primarily a matter of using the right techniques and tools; they start to ask about which tool is better to manage the product backlog, which other tool can be used to write and decompose the user stories or, yet, what tool can be used to manage the task board in an electronic way.

Even in these cases, don’t give up!

Continue to explain the value of managing the user stories with index cards (face-to-face communication, direct negotiation, establishing a sense of trust with the customer), furthermore, that attaching and moving the tasks directly on the taskboard, during the daily meeting, is a ceremony, a moment where the team continue to learn about the project, the product, the other team members.
And, again, go on stressing the fact that the product backlog grooming activity is an important one, which must be done together with the product owner: directly, face-to-face.
What is paramount, in my opinion, is that the team and the other stakeholders, should really and honestly understand that agile is mainly a matter of collaboration and short-feedback and that is better to avoid the use of any remote and asynchronous communication tool, except for particular situations (distributed teams, maybe?).

When they realize that doing agile means, primarily, to change theirselves and how they did things so far, lot of doubts raise and even the better, the more detailed and the more honest explanation, is not able to convice them 100%,

That could be the time to use the Force Field Analysis tool, with some little adjustments to make it funnier.

First of all I ask a representative of the team, better if s/he is the most skeptical, to come at the whiteboard.
Then I ask the whole team to think at the agile transition as a journey, navigating the sea by boat (representing SCRUM) where the team is represented by the sail.
Actually what I ask to the member, is to draw the sea, the boat, the sail and to write on the hull of the boat the name of the agile discipline and on the sail the the name of the team.

Now it’s time for the team to elicit what advantages, benefits, strengths, agile embodies, which they can bring to their workplace, identifying them as the airstreams blowing into the sail, able to push the boat from the start to the finish-line.
These air flows shall be written and drawn on the top left area of the whiteboard (sky).

Then, I ask them to list the drawbacks and the weaknesses of implementing agile in their organization.
These are the contrary forces that work under the hull of the boat as marine drifts; those must be reported on the right bottom area of the whiteboard (sea).

 

 

Having this information written on the whiteboard, in front of them, help primarily to find any new advantage or drawback not already written but, more important, allow the team to compare the two groups and really understand how to cope with them.

The final part of the “game” is, to think how to exploit any single strength (opportunity) and for each drawback how to smooth, adjust, avoid or even accept it (risk), in order to let the boat reach the new land of agile where better results are awaiting for them.

Someone could ask: why cannot continue the old way of representing the force field analysis? The one that uses the tabular representation of it?
An explanation is that using metaphores (the journey, the sea, the boat, etc.) help people to better explain their feelings, abstracting from the reality and finally helps the brain in the process of memorization of concepts, emotions and ideas.

Be the the new year, an inspiring one! :) (AJRX49CFX279)

Team Members’ Profile Game

When teaching in a SCRUM course, there are two major objectives I want to achieve shortly: create trust and collaboration among the attendees and let them to feel as a team.

Both the objectives above reported, are ambitious and challenging: it is such a difficult thing to achieve when individuals know each other very well and for a long time, how is it possible with people that meet each other the first time?
Of course it is difficult, but in my opinion it is necessary (mandatory)  to create such a climate (environment) to facilitate the process of learning of the attendees (process of collaboration between the team members).
So, usually I start my courses with a  collaborative game called “Team Members’s Profile” that is a combination of some agile habits (make avatars representing each team member to use with index cards and task board) and a game (write and share with others something of yourself) and that makes use of a brilliant metaphor to represent the team: the A-TEAM (do you remember the serial TV?).

Source: Wikipedia

Such a team, altought a little rude, is able to reach every target and accomplish to every mission and is a perfect example of a SCRUM team. Its major strength is its cross-abilities. Every team member of the A-Team, brings in his own skills that no one other possesses and is precisely the mix of their skills that allow them to complete succesfully their missions.
Coming back to the example, after the introduction of the A-Team metaphor, I want every team member express his/her own subjectivity, asking them to take a post-it note, draw their avatar on the left top area and write the most important things/words/adjectives of themselves, they want to share with the others attendees.
When finished, and before giving them the possibility to describe the avatar and to explain what they wrote, I ask the attendees to choose the most important thing they wrote and to state it as a phrase/statement, on a new post-it and finally fold it in two parts.
Then, I ask the attendees to pass for three times the post-it to their neighbour, in order to be sure that each one receives a post-it they do not know.
At this point I ask the attendees to form groups of twos (the two members of each group, should not know each other), to read the statement written in the post-it and, in two minutes, to explain to the other person what they read.
What I stress the most, is that they should try to communicate, better as they can, their personal interpretation of the message.
This exercise aims to different results:
  • Let everyone facing uncertainty
  • Putting each one in someone other’s shoes.
    Actually, you are called to understand, feel, make it yours and finally explain, something that someone else thinks and feels.
  • Communicate face-to-face with another attendee (team member)
  • Practice the art of listening
We have three rounds and, finally, I ask the attendees to explain the first original post-it (that with the avatar), give insights about the statement on the second one and finally stick it at the “A TEAM WALL”.

The Agile Team: a tribe or a theatral troupe?

Curiosity, opennes, courage, collaboration, talent, excellence, self-organization, self-development. This is an agile team member.

Agile is mostly used when the customer asks for something critical, risky, not completely defined in terms of requirements and/or product’s charateristics, with high quality standards or furthermore if she, the customer, wants to hit a short market window. In short when the context is complex.
A real nightmare for a traditional project manager.

 

Agile helps to achieve those goals thank to short iterations, short feedback cycle and, moreover, thank to the skills, capabilities, attitudes of the team.
Actually, the team is the most important piece of the puzzle, which is requested to correctly match the other puzzle pieces: the organization and the management.
Forget any agile tool, technique, approach or method, if the team is not sufficiently prepared and trained.
Forget any team-building activity, if the team works in an environment that’s not a safe environment: a place, indeed, where errors are considered, actually not only admitted, as “normal fedback” of the inspecting and adapting lifecycle approach.
Forget any self-improvement mechanism the team members should adopt, if the belonging company doesn’t consider meritocracy the only way for evaluating people.
Forget any challenging objective, if the reward policy is a win-lose policy (individuals win, team lose) and not a win-win policy (team, as a whole, wins).
Forget any possibility of success, if the management doesn’t believe in agile and doesn’t want to be so much involved.
Actually these all, are bad news.

 

The good ones, in my opinion, are that due to the economic and financial crisis we are facing, the world inevitably is forced to change.
It seems that agile, lean, SCRUM, Kanban, XP, are becoming buzz words, because of their ability to approach to complexity, improving quality, reducing cost and time.
That situation, should increase the probabilities that next time you are going to knock at the boss’s office door, in order to convince her to adopt agile, you could get it.
Be prepared: you and, aboveall, your team.

 

First of all, be sure your team knows very well what agile is.
Don’t focus only on pragmatic things like roles, meetings, artifacts, rules. Try, firstly, to involve the team with the values and principles of agile, try to  pass your agile feelings to the team.
Obviously, to do this, you firstly shall completely believe in agile. Your passion will do the rest: values and principles will pass from you to the team, osmotically.
Only after the team digested these concepts, I suggest go throught the practices of agile.
Secondly, be sure the team members are good enough in their work: they must have passion, talent (yes of course, why not?) and the willingness to learn in a never-ending process.

 

What I’ve learned is that the agile team, as a social group, has its own particularities. With such a high grade of involvement and experiences sharing, it can be compared both to a theatral troupe and a tribe, it’s probably a new element, with its DNA, that combines the two typologies.

http://broadwayhour.blogspot.com

Belonging to a theatral troupe, actors work for a long period each one near the other, they are invited, sometimes obliged by the situations, to find the most effective working behaviors, sinergies and approaches in order to let the show hits the ground.
Any actor should have a talent, have studied and practiced a lot, know very well her part in the show. But this is not enough because she is called to adapt, adjust and tailor his artistic behaviour to the existing boundaries: the other actors with their parts, behaviors, skills and approaches.
Furthermore, the actors must limit theirselves and their behaviors within spaces (the stage, the scenes), timings (acts, show).
Finally, they use as well iterations when make the rehearsals.

http://humansarefree.com/2011/06/ten-commandments-of-native-american.html

Members that belong to a tribe, accept to share not only the usual activities such as hunting, providing for the maintenance of the tribe or, furthermore, fighting. They want to share also personal experiences, spaces, feelings, emotions, accepting rules and participating in rituals and ceremonies.

 

Hence, an agile team member, like an actor, should know the “theory” and should have practiced a lot. Every activity he does is limited in terms of time (iterations), space (the workplace). He should be able to communicate well enough to collaborate with the teammates and be effective working in a group. He will take advantage of the feedback coming from the iterations and discovering and learning form the experience.
An agile team member, like a member of a tribe, should accept and follows some rules, to find the right balance between his expectations and the ones of the group. He should trust the other members at least until his trust is betrayed and in my experience this does not happen too frequently in an agile team.
Actually the parallelism with rugby is somehow perfect. Scrum in rugby, is the way the members as a team operate to conquer the ball against the counterparts.

SCRUM Simulation, the Resort Brochure Collaborative Game

On thursday and friday 24th and 25th, I gave a SCRUM training course for the European School of Project Management in Turin.

One of the most important thing, in my opinion, when in a training course you talk about a project team and its ability to collaborate, self-organize, learn from the experience, and communicate effectively (that’s SCRUM actually) is that you should find a way to let the attendees, work as a team, in order to test the knowledge just learnt, simulating one or more iteration sprints.


I know some collaborative games, such as SCRUM lego city game, that can be used to simulate SCRUM and iterations, but I prefer the resort brochure game or product box collaborative games because they are easier.

On friday, during the last hour of the course, we played the resort brochure game.

Let’s see what it is and what are the rules of the game.

Create teams of 5/9 people.

The goal is to create a brochure for a brand new resort. The brochure should contain the right layout, messages, images  in order to promote the activities and the strengths of the resort.

First of all, the team shall create the user stories in terms of how and what the resort should be (e.g. As a manager, I want meeting rooms, completely accessoried, where I can arrange business meetings, so that I can arrange projects’ kick-off or As a husband, or  I would a resort with a spa inside, so that I can celebrate my wedding anniversary).
During this phase, the team should also choose a product owner which is in charge of prioritize the user stories, write them down in index cards and put them into the task board in the TODO or Backlog Items column.

This period should last no more than five minutes.

Then, the team is ready to start.
Arrange 2/3 iterations of 3 days (5 minutes each day, a total of 15 minutes for each iteration).
The team starts the first iteration conducting the sprint planning meeting, during which the members decide about what stories they commit to finish and asking for some more details to the product owner.

Every day starts with the Daily Meeting, the team members say about what they did the day before moving the index cards through the taskboard, what they are going to do during the current day and finally if they have any road-block; immediately after, they begin to use scissors, rulers, glues, markers, paper to create the product: the resort brochure.

When an iteration finishes, the team shows the results to the stakeholders in order to demonstrate how is going and to elicit any feedback in order to adjust the product.

Actually, what the attendees of my course did yesterday, was amazing. They unfortunately hadn’t have three iterations because of time, but only one and what they produced was incredible.

 

I saw a great collaboration between them, one member of the team was actually a graphic and she facilitated the birth of the concept and the layout definition; the team decided what kind of images to choose and how to arrange them.
Another attendee was in charge to propose some claims and inspiring message to introduce into the brochure. The other ones helped the graphic cutting images from magazines, drawing, writing, glueing, composing the brochure.

 

 

I think that this games worked so well because most of the attendees were women. Actually the men helped but actually, they were not so confident with magazines, scissors and rulers.

With courses where the most part of the attendees are men, I use to play the Product Vision Box (Managing Agile Projects, Sanjiv Augustine). The scope of this game is similar to the previous one in terms of materials to use, but the team must create the box of a product. The team shall decide about which product they want to sell and after they decide about the box layout.

 

 

 

 

Facilitating the process of learning and growth of an agile team

How much is important for a trainer to know what is the learning process of a student? And, moreover, how much is vital for an agile coach to know how to facilitate a team that is growing according with the tuckman’s theory?

Every time I teach in a course, whatever the content, even if the organizer tried to arrange the classes in a balanced way in terms of experience level of the attendees, it happens that someone knows less than the others regarding the area I’m going to talk about.

In these cases, I try to keep aligned the class starting from the basic concepts, avoiding to be excessively detailed and trying not to annoy the experts. Then, when I switch to the advanced topics, I make a great use of metaphores: it helps to catch the gist using past experience, idioms or whatever could sustain the interest of the whole class.

It happens, though, that the experts patiently wait for some more details and once supplied, the novices start to shake their heads, looking at me somehow “lost in transactions”.

This happens because it is usual that, when we are called to learn something new, we should pass through three different stages:

  1. Following
  2. Detaching
  3. Fluent

Alistair Cockburn explains this theory very well here. That theory, actually, is somehow inherited from the Shu-ha-ri martial art japanese concept, which describes the stages of learning to mastery.

ShuHaRi - Wikipedia

When we are learning something new, something not easy, we are completely dedicated to understand the topic, circumscribe it and finally derive a method that could help us facing that new knowledge.

Any additional information, alternative, tip or trick is not well accepted during this phase, most of the time is discarded as “waste“, because during this step we only want to learn the easiest and most effective approach to “survive”: other data is entropy.

At least for a period of time that can vary from one weak to 6/8 weeks (depending on the complexity, etc.), we are called to practice the new knowledge, inspecting and adapting our approach in order to verify what we learned. It’s during this phase that we feel the  necessity to find other ways to solve the problem, exploring new paths.

Mary Poppendieck - In theory there's no difference between theory and practice, in practice there is.

 

This is the exact moment when we enter the second stage called detaching (or leaving).

We are no more satisfied of what we have learned so far, probably we found some flaws, we want alternatives, walkarounds, more detail regarding the problem and what causes it. That’s the moment to come back to books or teachers learning something new.

Again it’s a matter of time and dedication. Lot of water has to pass under the bridge, we just need to practice the new knowledge, like when we learn to swim. In that occasion we repeated the same movements many times, again, again and over again, letting that “knowledge” passes from the conscious to the unconscious mind, also called “muscle-memory“, that digests that knowledge and makes it available, automatically.

Papua New Guinea proverb: Knowledge is only a rumor until it’s in the muscle

Finally, the water passed under the bridge and we don’t strive anymore to use the knwoledge: it is part of us. It happens and that’s enough.

As it happens to trainers to have course’s attendees with different level of knowledge, it happens to team leaders or coaches, to have teams that comprise both juniors and seniors members.

In this case the XP practice of pair-programming help-us.

Pairing helps juniors when they are navigators as well as drivers.

As “navigators” they have the possibility to see, ask and verify new approaches, techniques, tools and as “dirvers” they can practice what they just learned, being corrected immediately in case of errors. Both situations take advantage of one of the most important values of agile discipline: the short-feedback-cycle.

And what if we don’t have aboard any senior team member? In this case we as Scrum Master, Agile Coach or technical leaders, are called to get our hands dirty, pairing with the juniors and bringing some new fresh air by teaching new things, concepts, approaches.

This could be the moment when we cross over the Tuckman’s theory.

Tuckman's Theory: Forming, Storming, Norming, Performing

  1. Forming
  2. Storming
  3. Norming
  4. Performing

During the first stage (forming), the team listen to what you’re saying trying to accomodate this new knowledge with the one they already have: they don’t want to argue, they only want to learn and understand how to apply new knowledge.

During the storming phase, instead, different ideas and perspectives grow, they don’t want to change or they fear changes: but most of the times it is only a matter of listen to their doubts, assuring about the goodness of the theory and finally practicing, a lot.

This for sure will happen the first time a team embraces SCRUM: the first iterations aren’t so easy and the team will try to force to change the rules of the game, trying to cut some practices or changing some behaviors.

In these case is very usefull to put in practice what Jeff Sutherland called the Shock Therapy that can be summarized as follows:

  1. Train the team
  2. Set iteration length to 1/2 weeks, in order to have a short feedback between what the team does and what are the results
  3. Set Definition of Done
  4. Large use of information radiators
  5. Respect any SCRUM meeting
  6. Do not change anything before three months

Furthermore, he used to say to the team the first time it entered the workplace, that it is like when a karateka enters in a new Dojo. Above the entrance there’s a poster saying

Forget what you know about karate,
forget your way of doing that,
this is my dojo,
you all are asked to do it my way

Acting as a zipper: here is the Product Owner.

The product owner (PO) in SCRUM, is one of the most crucial figure of the stakeholders community formed around a SCRUM project.


His role is to behave as an interface primarily between the team and the management, adapting the behaviour, the ledership style, the way he communicates time at a time, in relation to which he is confronting with.
He should master the communication and negotiation techniques, he should also know how to manage politics and take advantage from it.

On the other side, the Scrum Master is mainly a coach, a mentor, somehow it could be tought as a wise father in charge to give the team support and guidance. He must have strong communication skill as well and he should be an active listener and  a servant leader, protecting the team and creating a favorable workplace.

The PO is even more important when the client organization is not part of the one that is creating the product and, moreover, if it is not familiar with the agile practices and concepts.

It happens in these cases that the client organization is also particulary fond of the traditional way of conducting and controlling projects and it doesn’t want to change the way it works.
The PO, hence, must actively keep the client informed by sending at a regular basis, fresh information about project’s progress, using the same “project language” of the customer: gantt, Earned Value analysis, etc.

It is obviously auspicable, looking from the agile perspective, that the client participates at least to the Demo/Reiew meeting that the team holds every end-iteration, showing the actual progress in term of what was developed so far and that is ready to go live.

SCRUM and XP as well, indeed, prescribe the practice of “customer-on-site” that means the client is strongly involved in and engaged with the team, in the same workplace, during the entire lifecycle of the project. This could be challenging, but it brings lot of advantages that are mostly related with the fact of establishing short lines of communication that drives to short feedback between the team and the customer, avoiding misunderstandings and shortening the time necessary for decision making.

One last advantage is that the customer itself is able to see how the project is progressing, looking at the Task Board, the sprint and release Burndown Chart, the Impediment Log.

But, as we assumed initially for the sake of this example, our customer doesn’t want to be so much involved and engaged, he is not interested in any agile practices or knowledge, he only wants the product he asked for within the time, cost and quality decided and, finally, he wants to receive punctual updates about project’s progress

In short,a real nightmare for a pure agilist :\
Someone said me that in these case s/he refuses the job.

My opinion is that even in these cases, we should be adaptive and responsive to the situation, by adapting our style to the customer’s one, using the Product Owner (internal in this case) as a zipper, a tradeoff figure, an active interface between the traditional project management style of the customer and the agile approach of the internal team.

Let’s assume we choose the second case.
First of all, I suggest to the PO to try continuosly to engage as much as possibile the customer.

The first duty that the PO must assolve, is to gather the requirements and write the user stories. During the meetings he will held with the customer for that, he should find the way to give some “agile” pills to the patient: talking about the ceremonies (planning, daily, demo and retrospective meetings), the artifacts (product, release and sprint backlog, burndown charts, impediment backlog), the roles and, why not, the rules of SCRUM.

Another important thing the PO should do during the gathering requirements meetings, is to collect all the functionalities the customer wants, initially without a great extent of detail and to ask the customer to prioritize them, understanding the real business value the customer assignes (see this previous post).

The most important requirements, those with an high prority, must be “decomposed” into user stories, the other less important requirements will be put into the product backlog as they are, without exploring them too much in this first moment.
This because those requirement will be analyzed only after the first versions of the product are available, giving the customer the opportunity to change his mind, introducing something else or, even, cancelling such requirements because he already achieved the ROI.

Then, the PO, should try to bring the customer at the “war room“, the place where the team is working, to let him to be part of the “flow” even if for few moments.

In this occasion the Scrum Master must be present as well, behaving as a Cicerone explaining how and why the workplace is arranged that way, how the data reported on the information radiators can be interpreted, how the team works and why such a high level of involvement is so important.

Another important step of persuasion the PO should try, is to insist to have a customer representation present during the demo meeting, inviting him or asking to delegate someone else, to participate the demo/review meeting, to see how the product is evolving.

 

In these situations, indeed, I prefer to set short iteration lenght, because the fact that the client is not so involved and passionate, increases the risks and the probability of misunderstanding. Having the possibility to release frequently, on production, small chunks of working software, helps to prevent it.

The PO, then, must interact proactively with the team acting as the customer, giving opinions, guidance and solving problems about what and how the product should be and work.

And finally, the last great effort the PO has to do, is to keep informed the customer at a regular basis with the progress status of the product, by transforming the information spread around the several information radiators, into the documents the customer really wants: the WBS, the Gantt Chart, the Earned Value Analysis.

 

Creating the WBS is somehow simple because it is mainly a hierarchical structure of the work that must be done, dividing it into nodes, sub-nodes and leaves that must be arranged by deliverables. The term deliverable means a piece of finished functioning work, that can be released to the customer in order to be evaluated and eventually put on production. This, for an agilist, sounds good because the equation could be deliverable = iteration or in the worst case deliverable = release.

The WBS hence could be arranged by reporting the releases, the iterations for each release and finally which stories the team is going to implement for each iteration.

Actually, this is only the first step the PO should do to keep aligned a recalcitrant customer with the progress of an agile project, by creating traditional project management documentation. The other steps are create a Gantt chart from a SCRUM Task Board and produce a status and forecast report about the perfomance of the project, by relating the burndown chart data, the velocity, the iterations planned into a fantastic Earned Value Analysis.

I’ll try to cover also these two last point (the tough ones actually) in some future posts. Keep in touch!

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