Being Agile. Your Roadmap to Successful Adoption of Agile. Mario E. Moreira

Transcription

1 Being Agile Your Roadmap to Successful Adoption of Agile Mario E. Moreira

2 Being Agile: Your Roadmap to Successful Adoption of Agile Copyright 2013 by Mario E. Moreira This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed. Exempted from this legal reservation are brief excerpts in connection with reviews or scholarly analysis or material supplied specifically for the purpose of being entered and executed on a computer system, for exclusive use by the purchaser of the work. Duplication of this publication or parts thereof is permitted only under the provisions of the Copyright Law of the Publisher s location, in its current version, and permission for use must always be obtained from Springer. Permissions for use may be obtained through RightsLink at the Copyright Clearance Center. Violations are liable to prosecution under the respective Copyright Law. ISBN-13 (pbk): ISBN-13 (electronic): Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark. The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights. While the advice and information in this book are believed to be true and accurate at the date of publication, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors or omissions that may be made. The publisher makes no warranty, express or implied, with respect to the material contained herein. President and Publisher: Paul Manning Acquisitions Editor:Robert Hutchinson Editorial Board: Steve Anglin, Mark Beckner, Ewan Buckingham, Gary Cornell, Louise Corrigan, Jonathan Gennick, Jonathan Hassell, Robert Hutchinson, Michelle Lowman, James Markham, Matthew Moodie, Jeff Olson, Jeffrey Pepper, Douglas Pundick, Ben Renow-Clarke, Dominic Shakeshaft, Gwenan Spearing, Matt Wade, Tom Welsh Coordinating Editor: Rita Fernando Copy Editor: Laura Poole Compositor: SPi Global Indexer: SPi Global Cover Designer: Anna Ishchenko Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY Phone SPRINGER, fax (201) , orders-ny@springer-sbm.com, or visit Apress Media, LLC is a California LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM Finance Inc). SSBM Finance Inc is a Delaware corporation. For information on translations, please rights@apress.com, or visit Apress and friends of ED books may be purchased in bulk for academic, corporate, or promotional use. ebook versions and licenses are also available for most titles. For more information, reference our Special Bulk Sales ebook Licensing web page at Any source code or other supplementary materials referenced by the author in this text is available to readers at For detailed information about how to locate your book s source code, go to

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5 I dedicate this book to two fine ladies and grandes dames who have given life to me and my family and a raison d être Floy and Sajida I also dedicate this book to all of those agile enthusiasts who understand that they need to not only do Agile but eventually to be Agile to gain the business benefits that Agile can bring.

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7 Contents About the Author ix Acknowledgments xi Chapter 1: Getting Started 1 Chapter 2: Crossing the Agile Chasm 7 Chapter 3: Business Benefits of Being Agile 15 Chapter 4: Importance of Customer Engagement 25 Chapter 5: Importance of Employee Engagement 33 Chapter 6: foundations of Agile 45 Chapter 7: ready, Implement, Coach, and Hone (RICH) Deployment Model 59 Chapter 8: Motivations for Moving to an Agile Culture 69 Chapter 9: Achieving an Agile Mindset 79 Chapter 10: Evaluating Executive Support and Team Willingness 93 Chapter 11: Treating Agile as a Transformation Project 105 Chapter 12: Adapting to Agile Roles and Responsibilities 113 Chapter 13: Evaluating Agile, Engineering, and Team Capability 131 Chapter 14: Establishing Agile Measures of Success 139 Chapter 15: Constructing a Scalable Agile Framework 151 Chapter 16: Establishing an Agile Education Program 161 Chapter 17: Creating a Customer Validation Vision 167 Chapter 18: Writing User Stories and Grooming the Backlog 175 Chapter 19: Working with Story Points, Velocity, and Burndowns 187 Chapter 20: Constructing Done Criteria to Promote Quality 195 Chapter 21: considering Agile Tools within an ALM Framework 201 Chapter 22: Implementing, Coaching, and Honing Activities 209 Chapter 23: Adapting Governance and Performance Reviews 223 Chapter 24: Three Case Studies in Adopting Agile 233 Index 249

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9 About the Author Mario E. Moreira is an enterprise change agent who has worked in the Agile field since He is a certified Scrum Master (CSM) and Scrum Professional (CSP) with Scrum, XP, and Kanban experience in the context of enterprise-level Agile transformations, coaching, and team-building. He was Senior Director for Agile and Configuration Management at CA Technologies. As an IT professional in the networking, communications, product, open source, and financial industries for over 20 years, Moreira has experience in software configuration management, project management, software quality assurance, requirements engineering, architecture, and IT governance. He served as Vice President of Engineering and Methodologies at Fidelity Investments. Moreira is the author of Adapting Configuration Management for Agile Teams, Software Configuration Management Implementation Roadmap, and Agile for Dummies. He is a writer for Agile Journal, a columnist for CM Crossroads Journal, a blogger at Agile Adoption Roadmap (cmforagile.blogspot.com), and a regular speaker on Agile topics at US and European conferences.

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11 Acknowledgments I want to especially thank Robert Hutchinson, Rita Fernando, and Jeffrey Pepper at Apress for their encouragement, patience, attention to detail, and support in helping me make this book a reality. To all of the many Agile champions who contributed to my surveys and provided feedback to my Agile articles thank you for helping me understand Agile from so many points of view. To all my readers thank you for making a commitment to be Agile and for striving to adapt your culture toward an Agile mindset aligning with Agile values and principles. To Ken Schwaber, who introduced me to Agile and Scrum thank you for my Certified Scrum Master training and for continuing your mission to create a more adaptive world. To Sherris Moreira thank you for reviewing sections of my book and providing feedback. And to my beautiful wife and daughters, who make my life so full and wonderful thank you for being patient as I was writing this book.