"Enterprise Agile Adoption: Barriers, Paths, and Cultures" - - PDF document

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"Enterprise Agile Adoption: Barriers, Paths, and Cultures" - - PDF document

AW5 Class 6/9/2010 2:30:00 PM "Enterprise Agile Adoption: Barriers, Paths, and Cultures" Presented by: Mike Stuedemann Medtronic Brought to you by: 330 Corporate Way, Suite 300, Orange Park, FL 32073 888 268 8770 904


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AW5

Class 6/9/2010 2:30:00 PM

"Enterprise Agile Adoption: Barriers, Paths, and Cultures"

Presented by: Mike Stuedemann Medtronic

Brought to you by:

330 Corporate Way, Suite 300, Orange Park, FL 32073 888‐268‐8770 ∙ 904‐278‐0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com

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Mike Stuedemann

Medtronic Mike Stuedemann, PMP, CSM, is the development manager for Medtronic Field Services and serves a number of developers and technologists charged with developing mobile applications. As an agile evangelist at Medtronic, he works to convince project teams within Medtronic’s Global Information Technology organization to improve their processes and practices. In his more than ten years of software development project experience, Mike has previously held positions of developer, tester, business analyst, and project manager.

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Enterprise Agile Adoption: Barriers, Paths, and Culture

Agile Development Practices West Conference June 9, 2010 Mike Stuedemann, Sr. IT Manager – Medtronic, Inc.

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Enterprise Agile Adoption and Newton’s Third Law of Physics

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Enterprise Agile Adoption: Barriers, Paths and Culture – Agenda

  • Introduction
  • Organizational Change Psychology
  • Medtronic Overview
  • Barriers to Agile Adoption
  • Assessing Your Culture – The Search for Driving Forces
  • Adoption Paths – Finding Your Path
  • Key Takeaways
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SLIDE 9

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Organizational Change Psychology – Organizations as Ecosystems

  • Cannot Change Technical Systems without Changing

Social Systems

Inputs

Reference: Windward Leadership: Taking Your Organization into the Prevailing Winds and Political Seas, James W.Ruprecht, Two Harbors Press, Minneapolis, MN 2009.

Outputs

Social Systems

Value Add Process

Technical Systems

Passmore Sociotechnical Organizational Model

Value Add Process

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Organizational Change Psychology – Culture

  • Key Component of Organization’s Social Systems –

Culture

  • Culture –

– “The Sum of an Organization’s Habits” – Lawrence M. Miller – Types of Behavior:

  • Emotional
  • Intentional
  • Habitual

Reference: Windward Leadership: Taking Your Organization into the Prevailing Winds and Political Seas, James W.Ruprecht, Two Harbors Press, Minneapolis, MN 2009.

Skills Attitude Knowledge Habits

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Organizational Change Psychology – Cultural Force Fields

Reference: Windward Leadership: Taking Your Organization into the Prevailing Winds and Political Seas, James W.Ruprecht, Two Harbors Press, Minneapolis, MN 2009.

Desired State Current State Restraining Forces Driving Forces

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Organizational Change Psychology – Driving Force Focus

Reference: Windward Leadership: Taking Your Organization into the Prevailing Winds and Political Seas, James W.Ruprecht, Two Harbors Press, Minneapolis, MN 2009.

Desired State Current State Driving Forces Starting State Restraining Forces

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Organizational Change Psychology – Revenge

  • f the Restraining Force Focus
  • Implementing Agile is Organizational Change…must

focus on Restraining Forces or Barriers to be Successful…

Reference: Windward Leadership: Taking Your Organization into the Prevailing Winds and Political Seas, James W.Ruprecht, Two Harbors Press, Minneapolis, MN 2009.

Desired State Driving Forces Starting State Current State Restraining Forces

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Cardiac Rhythm Disorders Cardiovascular Disease Spinal Conditions and Musculoskeletal Trauma Neurological Disorders Urological and Digestive Disorders Diabetes Ear, Nose and Throat Conditions

Medtronic Overview – Our Therapies

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Medtronic Overview – Culture

  • A Company Founded on Collaboration and Innovation
  • Bakken’s Leadership
  • “One Medtronic”, but many cultures
  • Consensus-Driven
  • Organized in Functional “Silos” by Business
  • Current Agile Adoption: “Spotty” by Business and

Function

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Agile Restraining Forces/ Barriers – “Agile Teams Do Not Plan”

  • Why do people say this?

– Agile emphasizes an “evolving” plan – Emotion/ Belief: Fear of loss of control

  • What we should be saying:

– “If you can’t plan well, plan often”

  • How to manage the barrier:

– Engage stakeholders in planning process – Develop a project plan, use it, update it

  • Situations to be cautious of:

– Plans that aren’t owned by the entire team – “That’s an anomaly, we’ll recover if…”

Day Iteration / Sprint Release Product Portfolio

Reference: “The Truth is Out There. Five Agile Myths Explained” Better Software Magazine. May 2006 www.stickyminds.com Reference: Agile Estimating and Planning Mike Cohn. Prentice Hall 2006.

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Agile Restraining Forces/ Barriers – “Agile is Not Predictable”

  • What do people say this?

– Agile admits that new projects are not predictable… – Emotion/ Belief: Many believe that the future can be predicted

  • What we should be saying:

– Managing uncertainty leads to predictability – Constant Feedback

  • How to manage the barrier:

– Accept that you can’t… – Engage stakeholders – Demonstrate progress – Manage risk

  • Situations to be cautious of:

– Temptations: Committing to a date before you know what you are building – Wanting more precision and accuracy than you really have

Reference: “The Truth is Out There. Five Agile Myths Explained” Better Software Magazine. May 2006 www.stickyminds.com

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Agile Restraining Forces/ Barriers – “We can’t use Agile – we’re CMMI Level 3 and I’m a PMP”

  • Why do people say this?

– Agile needed an “enemy” – Emotion/ Belief: Fear of the unknown, change

  • What we should be saying:

– Read the Agile Manifesto – Read the PMBOK – CMMI is a model, Agile is a way to implement that model

  • How to manage the barrier:

– Engage all process stakeholders – Inspect and adapt

  • Situations to be cautious of:

– “We are CMMI Level 3 because, well, er, just cuz” – Religious arguments, dogma

Constant Feedback/ Ranked Backlog Integrated Change Control Facilitate, Serve, Lead, Collaborate Direct, Manage, Monitor, Control Release / Sprint Planning Project Plan Development Sprint Work Project Plan Execution Scrum PMBOK Integration Mgmt – PMBOK vs. Scrum

Reference: Relating PMI’s PMBOK to Scrum – Michele Sliger. Orlando Scrum Gathering, March 2009

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Agile Restraining Forces/ Barriers – “Managers have no role in Agile”

  • Why do people say this?

– Agile’s Emphasis on Self-Organization – Emotion/ Belief: Fear of losing one’s job

  • What we should be saying:

– Agile encourages team empowerment, which may mean a new management style

  • How to manage the barrier:

– Containers, Differences and Exchanges – Management’s role is to set-up an environment when evolution can occur. – Accepting that “micro-managing” is best done by the team

  • Situations to be cautious of:

– Cultures where “micro-managing” by leaders, regardless of intent, is rewarded, accepted or encouraged

Reference: “Leading Self-Organizing Teams” – Mike Cohn. Orlando Scrum Gathering, March 2009

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Agile Restraining Forces/ Barriers – “Agile only works for small teams – my team is too big to use Agile”

  • Why do people say this?

– Agile principles and practices emphasize small-teams – Emotion/ Belief: Fear of not being important

  • What we should be saying:

– Large teams are hard – Agile helps large teams act small – Agile is about early risk identification and failure

  • How to manage the barrier:

– Is your team too big? Is your project too big? Both? – Breaking the work into smaller units deliver value consistently

  • Situations to be cautious of:

– Multiple teams – some using Agile, some not…

Reference: “The Truth is Out There. Five Agile Myths Explained” Better Software Magazine. May 2006 www.stickyminds.com

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Agile Restraining Forces/ Barriers – “Agile won’t work for my team or project”

  • Why do people say this?

– Don’t understand Agile – Heard about problems somewhere else – Emotion/ Belief: Fear of change

  • What we should be saying:

– This barrier is not about Agile, it’s about change

  • How to manage the barrier:

– Assess the Team / Project – Adapt the implementation to your team

  • Situations to be cautious of:

– Thinking of Agile as a “Silver Bullet” for all team challenges and issues – Looking for a recipe, being sold a recipe

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Agile Restraining Forces/ Barriers – “Agile doesn’t require any documentation”

  • Why do people say this?

– Agile Manifesto says, “Working software over comprehensive documentation” – Emotion/ Belief: Team hates documentation, wishes it would go away, but knows it can’t

  • What we should be saying:

– Read the Agile Manifesto

  • How to manage the barrier:

– Identifying your documentation requirements upfront – Documents must add business value

  • Situations to be cautious of:

– “We’ve always had this documentation” – “We need this for the FDA”

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Agile Restraining Forces/ Barriers – “You can’t use Agile in a validated environment”

  • Why do people say this?

– Early Agile community said this – Emotion/ Belief: Risk-Aversion

  • What we should be saying:

– It can be done… – It should be done…

  • How to manage the barrier:

– Apply Agile in the context of a robust Quality System – Align practices with team culture and mission

  • Situations to be cautious of:

– An absent, ineffective, or disliked Quality System – Misalignment on expectations for product quality

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Agile Restraining Forces/ Barriers – “The A- Word”

  • Words carry “Baggage” –

– Emotion/ Belief – “I will experience all of the bad stuff that I heard happened to this other project”

  • “Agile” is a fine term when

– It conveys quick, simple meaning for something that is not quick or simple to explain – It helps you relate to the rest

  • f the world

– You don’t go nuts with it – It has a good connotation based on good experience

  • “The A-word” is not fine when

– It conveys hasty and inaccurate generalizations that cause confusion or misalignment – It sounds foreign and incompatible with your world – It takes on a life of its own – It has a bad connotation based

  • n bad experience
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Assessing Your Culture / Driving Forces – Customer Satisfaction

  • Our highest priority is to satisfy the customer

through early and continuous delivery of valuable software.

  • Key Questions:

– Can you define your customer? Can your team? – How does your Customer define success? – Is Customer Satisfaction measured, reported and celebrated? – What does “continuous delivery” mean to your organization?

  • Guidance:

– There is always a “Customer” – Having a “Customer” is a requirement, not an option

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Assessing Your Culture/ Driving Forces – Response to Change

  • Welcome changing requirements, even late in
  • development. Agile processes harness change for

the customer's competitive advantage.

  • Key Questions:

– How does your organization react to change? – Describe the last time something unexpected occurred on your

  • team. How did your team react? How did you react?
  • Guidance:

– Knowledge Will Emerge – Embrace Ambiguity

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Assessing Your Culture/ Driving Forces – Get to “Done”

  • Regular delivery of customer value at a sustainable
  • pace. Working software is the primary measure of

progress.

  • Key Questions:

– Are your team’s processes set-up for frequent delivery? – How does your Team define “Done”?

  • Guidance:

– Regular delivery of Customer Value, little bits at a time, all the time

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Assessing Your Culture/ Driving Forces – Collaboration

  • Shared Responsibility – Business people and developers

must work together daily throughout the project.

  • Face-to-Face Communication – The most efficient and

effective method of conveying information to and within a development team is face-to-face conversation

  • Key Questions:

– How does your team communicate presently? – Is your client willing to commit time to work with you on a daily basis throughout the project? If not, why? – How is your organization structured?

  • Guidance:

– Business / Client commitment is critical – Co-location is very helpful – Face-to-Face is best, but not always feasible

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Assessing Your Culture/ Driving Forces – Discipline

  • Continuous attention to technical excellence and

good design enhances agility.

  • Key Questions:

– What’s your team’s standard of technical excellence? – What is your existing process and how much discipline does it require? – Is your team willing to think, learn about, and change how they work?

  • Guidance:

– Automation (e.g. Continuous Build) is a necessity – Process is good, accountability to the process is better – Test driven development recommended

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Assessing Your Culture/ Driving Forces – Simplicity

  • The art of maximizing the amount of work not done

– is essential.

  • Key Questions:

– How does your team measure progress currently? – Are your team’s processes lightweight? Can you describe them in less than 1 page?

  • Guidance:

– Ensure that you don’t confuse activity with progress – Simple rules

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Assessing Your Culture / Driving Forces – Leadership

  • Self-organization and Empowerment – The best

architectures, requirements, and designs emerge from self-organizing teams.

  • Key Questions:

– Is your team ready to self-organize? – How are managers within your organization recognized and rewarded?

  • Guidance:

– What this force doesn’t mean… – What this force does mean… – Empowerment grows with practice

Reference: “Leading Self-Organizing Teams” – Mike Cohn. Orlando Scrum Gathering, March 2009

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Assessing Your Culture/ Driving Forces – Inspect and Adapt

  • Reflect together regularly. Plan to learn together.
  • Key Questions:

– How introspective is your team? – Does your organization learn from its past projects?

  • Guidance:

– Make time for Reflections – Inspect & Adapt

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Agile Adoption Paths – “Guerilla Agile”

  • Small group, often led by one or few strong

proponents, without officially declaring “Agile”

  • Why would you use this path?

– Someone really wants it – Organization is sensitive to the term “Agile” – Build positive experiences before making a bigger deal

  • Pitfalls/ Risks

– Depends on the resiliency of the guerillas – Can hurt larger scale Agile rollout – May not have benefit of synergy between full use of Agile principles and practices

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Agile Adoption Paths – Agile Immersion

  • Everyone jumps right in

– May be led by one, few, or many leaders, or everybody – Big deal, highly visible – Full investment (training, definition, communication)

  • Why would you use this path?

– Culture aligns well with Agile Principles – High buy-in from stakeholders, managers, and team participants – Sure you want it, and you want it fast

  • Pitfalls/ Risks

– Zealots – Is the culture truly aligned? – Stakeholders going along for the ride, but not helping drive

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Agile Adoption Paths – Top-Down Agile

  • Senior Executive champions, maybe even dictates,

moving to Agile

  • Why would you use this path?

– Group that needs/wants the “Executive Voice” to drive action – “The house is on fire”

  • Pitfalls/ Risks

– Is the culture truly aligned? – Stakeholders going along for the ride, but not helping drive – Might conflict with Agile’s self-organizing nature – Passive resistance (does not promote high empowerment)

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Agile Adoption Paths – Experimental Agile

  • A small or isolated, but visible, experiment
  • Why would you use this path?

– Organization is interested, but cautious – Someone willing to experiment, others willing to watch – Opportunity to test Barriers/ Restraining Forces; identify Driving Forces

  • Pitfalls/ Risks

– Success attributed to the experiment, but not to Agile – “Sure, worked for them, but…” – Failure attributed to Agile, when could have been the experiment – Stacking the deck (for success or failure)

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Agile Adoption Paths – The Best One?

  • Depends on…

– Culture and… – Underlying “Restraining” and “Driving” Forces

  • Common traits

– Needs someone who will drive – Others who are either engaged, supportive, enabling, or willing to stay out of the way – Willingness and ability to inspect and adapt

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Enterprise Agile Adoption: Barriers, Paths and Culture – Key Takeaways

  • Organizations are Ecosystems
  • Cannot Change Technical Systems without Changing Social

Systems

  • Restraining Forces are unexpressed emotions that never die unless

exposed

  • Focus on Restraining Forces first in Organizational Change
  • Implementing Agile is Organizational Change…
  • Must focus on Restraining Forces or Barriers to be Successful…
  • Put it in language that people understand
  • Utilize Driving Forces to help drive Success...
  • Assess Adoption Paths within the Enterprise based on cultural

attributes represented by these Forces…

  • Common traits:

– Needs someone who will drive – Others who are either engaged, supportive, enabling, or willing to stay

  • ut of the way

– Willingness and ability to inspect and adapt

  • Demonstrate Value – “Hurry up and get on with it”
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What forces should have been addressed to prevent this situation?

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Enterprise Agile Adoption: Barriers, Paths, and Culture

For Additional Information: Mike Stuedemann

  • Sr. IT Manager

Medtronic 8200 Coral Sea Street N.E. MS: MVS52 Mounds View, MN 55112 (763)526-9462 michael.stuedemann@medtronic.com