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Episode 2 | Agile: What It Is

Posted by Sawyer Conrady on January 3, 2023

Dec 1, 2021

Length: 16min. 01sec

In Episode 2 of this video series, ICON Coach, Dan James, cuts to the chase on what Agile actually is, which may come as a surprise to many leaders. If your goal is to scale Business Agility throughout your organization, this video will help you understand exactly what you’re scaling. That understanding is the prerequisite to the adoption of any popular framework. This video series will help you build leadership support and allow leaders to recognize the ROI that follows a transformation.

Take our 3-minute survey to see if your team is ready
for an Agile Transformation

Video Series Written and Narrated by Dan James

 

Dan James is a 40+ year veteran of the IT world (wearing every hat in the stack along the way), an Agile specialist since 2002, and an Agile Coach since 2008. Today, Dan focuses on Lean-Agile, SAFe, and DevOps enterprise transformations and coaching within the Fortune 500, from financial services to healthcare to transportation and industrial technologies. He pragmatically guides his clients to become adaptive and Lean by out-learning and out-improving the competition, building quality, and organizing around continuous value delivery. Dan is a Certified SAFe 5 Program Consultant (SPC5), a SAFe 5 DevOps Practitioner and trainer (SDP5), and a certified Professional Scrum Master (PSM). Dan has an MBA with an IT Management specialization but has been able to preserve his sense of humor longer than his IT career.

 

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Best Online Resources for Protecting Mental Health in an Agile Team

Posted by Sawyer Conrady on January 3, 2023

Nov 15, 2021

Making team members a priority is the key to promoting productivity in an agile environment. After all, the fifth principle in the Agile Manifesto states that projects should be built around motivated individuals.

In our blog post on motivating agile teams, Jim Camden stresses that providing support through empathy, encouragement, and feedback can go a long way. Workers feel valued when they get to engage with company leaders in meaningful ways.

Mental health is another thing that agile leaders need to support. When your team is happy and mentally well, they can increase productivity and improve project outputs. While you don’t need to play therapist, it will help to provide team members tools that can help them manage anxiety and relieve emotional distress. The online resources listed below can empower employees to take care of their mental wellbeing.

Psycom Quizzes

Psycom.net provides online self-evaluation tools for common mental health disorders such as depression, generalized anxiety disorder, bipolar disorders, and substance abuse. Though the results of these quizzes cannot be used in place of a clinical diagnosis, they can help individuals recognize problem points and determine whether further assessment is necessary. This way, the team gets to detect issues before they get too severe. Additionally, the website provides resources for mental health support, such as fact sheets, articles, and self-help guides.

Radical Acceptance

Self-evaluation and improvement is a key part of agile project management, as stated by the twelfth principle of the agile manifesto. However, self-evaluation can become unproductive when it turns into excessive self-criticism. Agile team members can learn to overcome their self-judgments by studying the concepts taught in Radical Acceptance – Embracing Your Life With The Heart of a Buddha. Here, famous psychologist and spiritual teacher Tara Brach gives readers stories and guided meditations that can help them develop the self-compassion needed to overcome shame. The book is available in both e-book and audiobook form.

Headspace

Meditation helps teams become more mindful and focused, which, in turn, helps them adapt to industry changes quicker. In the e-book The Headspace Guide to Meditation and Mindfulness, former Buddhist monk Andy Puddicombe unravels the science behind meditation. The resource contains a wide variety of meditative exercises readers can use to cope with different emotions, such as stress and anger.

Additionally, readers can try Andy Puddicombe’s Headspace mobile app to gain access to a comprehensive library of meditative exercises. Because most meditations last less than a minute, agile team members can easily work Headspace exercises into their work routines. Doing these exercises consistently can help agile team members improve every aspect of their minds, including work productivity, concentration, and stress relief.

Youper

Chatbot app Youper uses AI technology to put mental health management right at the user’s fingertips. When users open Youper, they’re led to a chatroom, where they’re encouraged to share their thoughts and their current emotional state. Then, Youper analyzes the data the user offers and prescribes appropriate treatments, ranging from cognitive behavioral therapy techniques to breathing exercises.

The app also contains a journal log that users can use to record thoughts and emotions, and additional screening tools that help identify risk factors for depression, anxiety, bipolar disorder, and other mental health issues. These additional tools can help users track their progress when it comes to mental health. According to Dr. Jose Hamilton, the creator of Youper, 80% of Youper users report a decrease in negative moods after talking to the AI.

Agile team members are the backbone of any product development project. By providing them with the resources they need to protect their mental wellbeing, agile team members can reduce stress, improve concentration, and increase efficiency for agile projects.

Exclusively written by Regina Frost for iconagility.com

Contact us to learn more about coaching Agile Teams and how to improve your companies Business Agility.

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Conversations That Power OKR Agreement, Execution, and Retrospectives

Posted by Sawyer Conrady on January 3, 2023

Nov 1, 2021

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Topics: OKR

Have You Ever Found Your Team Members Using Different Terms For The Same Things?

Posted by Sawyer Conrady on January 3, 2023

Sept 23, 2021

I cannot begin to tell you how frustrating it is to be in a contentious team discussion when we realize that we are either four names for the same thing or one definition applied to four disparate terms. It would be so much better if we were all talking about the same thing. To accomplish this, we need to have a common understanding of those “things.”

A good starting point is a list of terms and a clear definition for each of them. In other words, a glossary. There are several different Agile glossaries available depending on your chosen approach (Scrum, XP, Scaled Agile, etc.). The glossaries have a lot in common, but also some specific differences. It is important to become familiar with the terms defined by your approach, and to make sure that everyone understands and uses the terms in the same way.

Here are some of the most common Agile terms used in the industry. But remember, being Agile requires a lot more than just common terms. It is a shift in culture and mindset for most companies which requires guidance from someone who has made that shift. So, get help from an ICON Coach or mentor who has experience making the Agile transition to ensure success in your own.

Agile Lexicon / Glossary

Acceptance Test
An acceptance test confirms that a story is complete by matching a user action scenario with a desired outcome. In other words, does the delivered solution meet the customer/user expectations? Acceptance testing is also called beta testing, application testing, and end user testing.
Agile Retrospective
In Scrum, the second half of the  Sprint Review Meeting is a retrospective for the Scrum team that is led by the ScrumMaster. The team assesses the way they worked together in the sprint and identifies positive ways of working together that can be encouraged as future practice. The team also identifies the things that could work better and develops strategies for improvement.
Agile Software Development
Agile software development is a methodology for the creative process that anticipates the need for flexibility and applies a level of pragmatism into the delivery of the finished product. Agile software development focuses on keeping code simple, testing often, getting frequent customer/user feedback, and delivering functional bits of the application as soon as they are ready.
Burndown Chart
The burndown chart is a publicly displayed chart showing remaining work in the sprint backlog. Updated every day, it gives a simple view of the sprint progress.
Customer
In agile software development, a customer is a person with an understanding of both the business needs and operational constraints for a project. The customer provides guidance during development on what priorities should be emphasized. (Called a Product Owner in Scrum.)
Daily Scrum
Each day the ScrumMaster facilitates a fifteen-minute meeting designed to clarify the state of the Scrum. Each team member speaks to three questions: what did I do yesterday, what did I do today, and what impediments got in my way? While anyone can attend this meeting, only team members who have committed to deliver work to the Scrum are allowed to speak. The goal is to share the state of the work, discover any new dependencies, address any personal needs of committed individuals, and adjust the work plan in real time to the needs of the day.
Iteration
An iteration is a single development cycle, usually measured as one week or two weeks. An iteration may also be defined as the elapsed time between iteration planning sessions. (Called a Sprint in Scrum.)
Planning Board
A planning board is used to track the progress of an agile development project. After iteration planning, stories are written on cards and pinned up in priority order on a planning board located in the development area. Development progress is marked on story cards during the week and reviewed daily. (Also called a Team or Kanban Board.)
Planning Game (XP) or Planning Poker (Scrum)
A planning game is a meeting attended by both IT and business teams that is focused on choosing stories for a release or iteration. Story selection is based upon the stories that will provide the most business value and the estimate of development effort provided by the team.
Product Backlog
The product backlog is a high-level document for the entire project. It contains product backlog items: broad descriptions of all required features, wish-list items, etc. It is the “What” that will be built. It contains rough estimates, of both business value and development effort.
Product Owner
The Product Owner is a Scrum role that represents the voice of the customer. They ensure that the Scrum Team works with the right things from a business perspective. The Product Owner writes User Stories, prioritizes them, and then places them in the Product Backlog.
Release
A release is a deployable software package that is culmination of one or more iterations of development.
Release Plan
A release plan is an evolving flowchart that describes which features will be delivered in upcoming releases. Each story in a release plan has a rough size estimate associated with it.
Scrum
An agile method proposed by Ken Schwaber and Jeff Sutherland. Scrum is an agile, lightweight process that can be used to manage and control software and product development. Wrapping existing engineering practices, including XP, Scrum generates the benefits of agile development with the advantages of a simple implementation.
ScrumMaster
Scrum is facilitated by a ScrumMaster, whose primary job is to remove impediments to the ability of the team to deliver the sprint goal. The ScrumMaster is not the leader of the team (as they are self-organizing) but acts as a buffer between the team and any distracting influences. The ScrumMaster ensures that the Scrum process is used as intended.
Sprint
“Sprint” is the Scrum term for “iteration,” a time period (typically between 2 weeks and 1 month) in which development occurs on a set of backlog items that the Team has committed to.
Sprint Backlog
The sprint backlog contains information about how the team is going to implement the requirements for the upcoming sprint. User stories represent what the customer/user wants, and Tasks are used to break stories into actions focused on how to deliver each story.
Sprint Planning Meeting
A Sprint Planning Meeting is used to develop a common understanding of the desired work plan at the beginning of an iteration. The team decides how much work it can successfully take into the sprint based on team size, available hours, and level of team productivity.
Sprint Review Meeting
At the end of a sprint, a Sprint Review Meeting is held. This meeting is time-boxed to a maximum of four hours. The first half of the meeting is set aside to demonstrate to the Product Owner the potentially shippable code that has been developed during the Sprint. The second half of the Sprint Review Meeting is a  retrospective for the Scrum team that is led by the ScrumMaster.
Spike
A spike is a story that cannot be estimated until a development team runs a time-boxed investigation. The goal of a spike is to gain enough knowledge to understand if/how a user story may be delivered. The output of a spike story is an estimate for the original story.
Stand-up
A stand-up is a daily progress meeting, traditionally held within a development area. Business customers may attend for the purpose of gathering information. The term “standup” is derived from the way it is run all attendees must remain standing to keep it short and the team engaged. (Called a  Daily Scrum in Scrum.)
Story / User Story
A story is a particular business need assigned to the software development team. Stories must be broken down into small enough components that they may be delivered in a single development iteration.
Team
The team has the responsibility to deliver the product. A small team of 5-9 people with cross- functional skills (designer, developer, tester, etc.) work together to design, develop, and test user stories in the iteration backlog.
Timebox
A timebox is a defined period of time during which a story or task must be accomplished. Timeboxes are commonly used in agile software development to manage software development risk. Development teams are repeatedly tasked with producing a releasable improvement to software, timeboxed to a specific number of weeks.
Velocity
Velocity is the number of story points used as a guide for planning the next iteration of a development project. Velocity is based on measurements taken during previous iteration cycles. Velocity is calculated by averaging the original point estimates of the stories that were successfully delivered in the previous 3-5 iterations.

Here are links to some other examples of Agile glossaries:


Looking for guidance in your Agile Transformation? For nearly 3 decades, our experienced coaches have mentored clients in their digital transformations.

Written by Ed Barber

 

Ed is a Trainer, Coach, Mentor, and Agile Transformation Leader with over 40 years of IT experience. He has performed many roles, from Developer/Tester to Project Manager on projects of all sizes in telecom and has been involved in Agile Transformations at multiple companies in retail, telecom, finance, insurance, and oil/gas domains for over 20 years. Ed is team-focused and likes to facilitate discussions with the right people to resolve problems, applying his experience and the Agile/SAFe principles to discover a solution. Ed has been an SPC since 2012 and has helped launch many Agile Release Trains for various companies.

 

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Quick Tips for Shared Services Teams in SAFe® PI Planning

Posted by Sawyer Conrady on January 3, 2023

Jun 11, 2020

How can Shared Services team members—such as security, infrastructure, and end user training—effectively participate in Program Increment (PI) Planning? I’ve developed the following tips over the past 7 years of helping people adopt the The Scaled Agile Framework® (SAFe). I usually share them online and with colorful handouts.

The PI Planning event enables 5-12 teams on an Agile Release Train (ART) to align, plan, manage dependencies, and commit to what will be delivered in an 8 – 12 week time period. This article covers your rights as a Shared Service representative, your responsibilities, and tips to gain the most from your time at the PI Planning event.

 

Your Rights Working with an Agile Release Train

  1. Understand the features that the agile teams are working on to achieve outcomes. (Details are available in the agile tool and from discussions with Product Managers and System Architects.)
  2. Understand what’s expected from your team (per iteration) to support those features.
  3. Understand enough about the methods being used to understand what’s on the physical or online wall and how that data relates to your team’s work.
  4. Be honestly informed about progress, wins, risks, and impediments.

 

Your Responsibilities During PI Planning

All references to Day 1 morning, afternoon, etc. assume a classic 2-day PI Planning session. Globally distributed teams and teams working remotely often spread PI Planning over more calendar days to maximize overlap hours. Check with your Release Train Engineer (RTE) or Solution Train Engineer (STE) for their customized agenda.

  1. Your participation is optional during Day 1’s opening presentations. These presentations set the business and technical context for the work to be done. Plan to attend if you want to better understand the context and priorities.
  2. Your participation is expected during Day 1’s afternoon. The extent of dependencies will influence how much time to spend. Here is your checklist for what to do during this time:
    1. Set up easel sheets or the online equivalent to share your work that affects the Agile Release Train. The amount of info that you need to display and/or collect will influence how you set up your space. See the suggestions in the picture to the right and below this list. Ask the RTE for more guidance, if needed.several teams with little work
    2. Create a sticky note for each piece of work requested by the teams on the train and post it in the correct swim lane and time frame. If it makes more sense to post a list, talk with the RTE.
    3. Create a sticky note for each significant event (e.g., release or decision point) that may affect the work of the agile teams and post it in the correct swim lane and time frame. If it makes more sense to post a list, talk with the RTE.
    4. “Walk the walls” (i.e., visit each team’s wall space) to review and ask questions about what each team is doing and how it relates to your work. Both parties are responsible for ensuring the other knows about upcoming work that will impact them and what is needed to make the whole effort successful. Negotiate time frames and dependencies as necessary and update your wall and program board to reflect the agreements.
    5. Periodically visit the program board, which shows a summarized view of features, milestones, and dependencies. Talk with the RTE about adding a Shared Services swimlane on the program board if one does not already exist. Update the program board accordingly. If you see dependencies posted in the Shared Services swimlane that don’t correspond to work already on your board, then talk with the appropriate team and adjust the board accordingly.
    6. Optional: Stay for the draft plan review (see your agenda for timing) to hear each team’s summarized outcomes. Sometimes the draft plan review reveals additional work for the Shared Services teams.
      Tips - Non-SAFe or Shared Services at PI Planning v4-1Figure 2. Several shared service teams, each with a lot of work, shown by swim lanes across 4 pages (1 per iteration)
  3. Your participation is expected during Day 2’s late morning and early afternoon so you can check in with each team and adjust plans and risks as necessary.
    1. Review the program board for changes that affect your work.
    2. Visit each team’s work area to discover if their updated plans will create, change, or remove your planned work. Share any updates that you have on your work that would affect their plans. Consider risks and discuss them with the team, too. They may need to update their risks.
    3. If your work affects other Shared Services teams, discuss dependencies with them and adjust your plans.
    4. Adjust your data on the program board and your wall based on the above.
    5. If you see additional risks, discuss them with the RTE if your area does not have a risk board.
  4. Your participation is expected on Day 2’s afternoon so you can hear the final plans, ask remaining questions, and participate in the confidence vote and PI Planning retrospective. Those activites are another opportunity to improve everyone’s success and collaboration.
Written by Kathy Marshak , SAFe Fellow, SPCT, IC Agile certified EBA Trainer

 

Kathy Marshak is a Scaled Agile Framework (SAFe) Fellow and Agile Transformation Coach and instructor with ICON. For more than 20 years, she has helped clients improve how they deliver value to customers and stakeholders through the adoption and sustainment of lean and agile values, principles, and practices. She works with C-suites, leaders of teams of teams, and team members to guide the cultural changes required to make a new way of working stick. Kathy became a certified SAFe Fellow in 2019, an immense achievement. She became a SAFe Program Consultant (SPC) in 2012 and achieved the SPC Trainer (SPCT) certification in 2014.

 

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5 Tips for Leading a Great Inspect & Adapt Workshop

Posted by Sawyer Conrady on January 3, 2023

May 17, 2019

OK, you’re an RTE or an SPC in the IP iteration at the end of your Planning Interval (PI). You’re getting ready to run the Scaled Agile Framework (SAFe®) Inspect and Adapt (I&A) Workshop, and it seems a bit daunting. It’s big. It’s a bit complicated. It’s got lots of people. Maybe you’re wondering if it’s even worth it. Trust me, it is. And I promise that an I&A is easier than it seems.

The point of an I&A is to inspect both the product and process so you can make them better for the coming PI. The I&A breaks down into three parts:

1) PI System Demo – Inspect and Adapt the product

2) Quantitative Measurement – Inspect the process using metrics

3) Problem-Solving Workshop – Adapt the process

You might be asking, “Why all this rigor vs a regular retro?” Because…the bigger the groups of technology and people, the bigger and harder the problems. Imagine using a Start/Stop/Continue Retrospective to solve a complicated Delivery Pipeline issue affecting multiple teams. Your likely result would a hodgepodge of small ideas that don’t fix the harder problems.

In the spirit of Relentless Improvement, you need to take the plunge. How about a few I&A tips to put your mind at ease?

 

Watch On-Demand Webinar “Inspect & Adapt: A Coach’s Secrets For Optimizing Your Investment” Now

 


Tip #1: Make your PI System Demo exciting with a real-time simulation.

SAFe suggests a brief 45-60 minute timebox for a PI System Demo. In this time, it’s common for each development team to quickly demonstrate their portion of features, sit down, and allow for the next team’s presentation. While this style of demo allows each team to get direct credit for their work, I often find the overall presentation clunky and disjointed (not to mention…boring). So what does a better PI System Demo look like?

Phone call skit

 
One of the best demos I saw was a skit put on by a Product Manager and Product Owners. In front of the entire Agile Release Train (ART) and VP Business Owners, they simulated a phone call and demonstrated the solution, just as if customers were actually using the product. When the PM/PO team finished, they credited the teams by asking them to stand up and take a bow. People clapped and cheered—even the VPs! It was an electric, ‘a-ha’ moment for everyone in the room. This type of demo became the standard for the rest of the company, and I recommend it becomes yours too.

A few things to note:

  • This simulation was planned in only a few hours (not days).
  • It was presented with working software, not PowerPoint.
  • Because the demo focused on the solution and not the development teams, some of the component and data teams also felt appreciated.

 


Tip #2: Focus on the Big Picture.

You’re following SAFe Principle #4 – Build Incrementally with Fast, Integrated Learning Cycles. Every couple of weeks, you’re giving a System Demo of an integrated working solution to Product Management and Business Owners, who see and approve the individual features and explore the corner cases and error handling. They are aware of the details. So what value can you bring them in the PI System Demo? What don’t they already know?

How everything fits together! For the first part of the demo, focus on giving people the big picture and try not to get lost in specifics. Remember, you’re in a timebox! Big picture thinking allows you to solve problems quickly without dwelling on small potatoes. Thinking big will drive your success.

A few things to note:

  • Make heavy use of the parking lot to keep people focused.
  • Hold the Demo as close to the production environment as possible to ensure that the solution is tightly integrated and will go into production with fewer issues.
  • If your environments are unstable, consider recording the Demo as a backup, then write a story or two to get your environments stable.
SAFe Parking Lot

 


Tip #3: Use your metrics to tell the PI’s story.

Let’s move into the Quantitative Measurement section (Part 2) of the event, which is also suggested to be a 45-60 minute affair. The PI System Demo has given us a Product perspective. Now it’s time to take a Process perspective.

Typical questions after a PI include: “How did we do?” “Did we make our predictability?” “Is test automation on the rise?” Hint: the numbers alone don’t say anything meaningful. The key is to know the story that the metrics are telling and then using that story to provide context.

Saying “We only made 50% predictability” doesn’t mean much. Often, leaders avoid accountability and blame the teams for falling short of expectations instead of digging deeper for the real problem. If you want to find solutions that work, then you have to find the real story, or why you only made 50% predictability.

Being able to say: “We only made 50% predictability because we were working on too many things at once” is a powerful moment and gives you serious food for thought for the Problem-Solving Workshop (Part 3 of I&A). RTEs, this is a great place to serve and stand up for the train!

A few things to note:

  • Sometimes people worry that Quantitative Measurement will be a big reveal of bad news. If you’ve been doing your SAFe events well and there is transparency, then this isn’t news. It’s just data.
  • There is more power when the RTE, Product Management, and Architect “troika” present this section together.
  • If you’re looking for what metrics to show, start with the Program Performance Metrics section of Scaled Agile, Inc’s Metrics article, or try ICON’s free ART Maturity Assessment tool.

 


Tip #4: Train Problem Solving Workshop facilitators ahead of time.

Let’s move on to the last part of the I&A, the Problem Solving Workshop. If this is your first time using the fishbone diagram and the ‘5 Whys,’ then you might feel some initial discomfort when using these tools. The best preparation is to practice using them beforehand and training your Scrum Masters as facilitators to help you.

Why not use the fishbone and ‘5 Whys’ for your last team retro of the PI? Your SMs learn to facilitate the retro, and the teams learn the tools. Typically, I get the SMs together for about an hour of training and level-setting. After that, I support each SM during the retros. Good preparation leads to less time churning around the tools and more excitement for solving problems.

Root Cause Analysis and Fishbone Diagram

 
A few things to note:

  • Problem statements can be hard. Give the teams a few examples of good problem statements to model and bad problems statements to avoid.
  • Problem statements shouldn’t suggest a solution.
  • Focus on problems they can control or influence.
  • Show the economic impact of a problem— this really inspires people to want to fix it. Most problems result in time wasted, so you can quantify that by asking management for the cost of a development team for a day, a sprint, etc.

For detailed suggestions and examples of how to have a better Problem Solving Workshop and examples of good/bad problem statements, download this helpful PDF.

 

Download 5 Additional Tips for Better I&A Problem Solving

 


Tip #5: The Inspect and Adapt Event Template is your friend!

You may not know it, but if you’re an SPC, then you have access to something called the SAFe Program Increment Toolkit from the Toolkits and Templates section of the Community site. The PI Toolkit has the Inspect and Adapt Event Template, which is a PowerPoint with all the steps needed to walk people through the entire I&A event. This is really, really useful!

The I&A Workshop is a complex event and there is a lot more to say, but these five tips should help you get started. Now go forth and make your train better!

View the Scaled Agile, Inc. partner profile for ICON Agility Services

 


 

 

Written by Randy Smith , SPCT

 
Randy is a Consultant, Trainer, Agile Transformation Coach, and SPCT. He believes that a transformation is about more than adopting a framework—it’s also about meeting people where they’re at to help them create an optimal human system that can happily and effectively deliver value to customers. Randy has more than 2 decades of experience in the industry and has worked in several sectors, including tech, manufacturing, shipping, financial, and medical firms, and he has served many roles like developer, test management, release management, support, etc. He started using Agile principles and values with a team in 1999, got his SPC in 2014, and completed his SPCT in May 2019.
 

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Topics: Inspect & Adapt

OKR Writing 101: How to Write an Effective OKR

Posted by Sawyer Conrady on January 3, 2023

Mar 30, 2020

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Topics: OKR

5 Things to Know before Your First PI Planning

Posted by Sawyer Conrady on January 3, 2023

Nov 13, 2019

Your first Program Increment (PI) Planning event is on the calendar, and you feel ready to kick-off your first Agile Release Train. It’s time to align the teams on their work for the next three months. No pressure here—PI Planning is only the most pivotal, face-to-face event in the Scaled Agile Framework® (SAFe).

Maybe you’re envisioning a perfect event, and you’ve got everything prepared…or do you? In my experience, regardless of the industry, there are a few unforeseen challenges in the first PI Planning that are completely manageable with a little effort upfront. Take a look at the list below and double-check your preparation; you’ve got this!

 

1. Refine the Backlog with the Teams

We know it’s important to have the top 10 or so features determined before PI Planning, but you know what’s even more important? For those features to be refined prior to the event. If the teams don’t see the features until PI Planning, then they won’t have time to ask all their questions and create necessary stories for each feature. Teams need time to digest the features and have their questions answered.

To refine the backlog effectively, the Product Manager (PM) must spend time with the team prior to PI Planning to explain what is needed from each feature and what business value will be achieved. The PM might have to go back to the business for clarification. The PM and the team should have a “definition of ready” for features, so each will be “ready” for PI Planning.

It’s common for teams to encounter features for the first time in PI Planning. I’ve seen unprepared teams get frustrated quickly as they try to create stories and size the effort without truly understanding the product that they need to build. The Product Managers get frustrated too, because they believe the features they wrote included everything the teams needed.

Remember that the communication between the PMs and teams is bidirectional. Each is learning from the other so that the product created for the customer is the right one with the highest business value. When the features are refined and the PMs and teams are in sync, then the iteration planning is effective with few unknowns identified.

 

2. Logistics, Logistics, Logistics

SAFe encourages that everyone be together for a face-to-face PI Planning, which requires a lot of thoughtful logistics. One challenge is that many companies don’t have regular access to a room that can hold 150 people working closely together. Having the planning event offsite helps reduce the interruptions from non-Planning work; however, if a non-attendee is unexpectedly needed, then it can be difficult to pull them in.

I worked with one ART who didn’t have all Train members onsite for their first PI Planning. They knew it wasn’t ideal, but thought video conferencing would be good enough. Unfortunately, with a 6-hour time difference and the general chaos of the event, the experience was very discouraging for the offsite team members. For their second PI Planning, everyone was in the same room and the results were much better.

In addition to the physical location, here is a checklist of seemingly small things that actually play a huge role in creating a smooth and successful PI Planning:

Logistics, Logistics, Logistics
  • Powerstrips, flipcharts, and stickies will be at a premium; it’s important to have enough of everything.
  • Create the program board ahead of time so that teams can immediately start posting information.
  • Good meals and snacks are a must! The intensity of the planning can be exhausting, and food is fuel. Please don’t forget that some people have dietary restrictions.
  • Keep team break-out areas in one large room to encourage cross-team collaboration. The room can get loud and chaotic, but proximity is beneficial.
  • Build in some fun. Some examples: make up a quiz of company trivia with prizes for the winners; encourage teams to wear T-shirts with their team logos; have each team pick a theme song and play it prior to them presenting their plans.

 

3. Business Leaders in Place

Leadership support is paramount to Agile and SAFe—it is the foundation of the SAFe House of Lean. The popular Leading SAFe course instills the “how-to’s” for all leaders on the SAFe journey. During PI Planning, business leaders have an opportunity to share their vision for the product, as well as offer their support and appreciation of what the teams are doing. Demonstrated leadership is absolutely crucial to the entire PI Planning event. The ART needs to hear the commitment from the business leaders to be assured that their work matters.

The greatest leaders I’ve encountered share their SAFe journey with the teams, learning right along with the ART and instilling confidence that they will be there along the way. Make sure your business leaders commit to being visible and available during the PI Planning event. Their encouragement and business context is critical to getting the ART off the ground successfully. The train wants and needs to hear from them directly.

 

4. Teams know the Business Value (why they are here)

Can everyone on the ART articulate the value that their team is providing to the business, as well as that of the entire train? What is the purpose of the ART, and who is the end customer?

Before the PI Planning event, everyone should be able to give a 60-second elevator speech that explains what they’re working on. This can be a major culture shift as individuals transition from a siloed environment with little visibility into the big picture to an Agile environment filled with transparency. As teams become autonomous, they must learn how their piece fits in with the bigger whole. Without this awareness and knowledge, there is a risk of redundant work or something falling through the cracks. For iteration planning to be productive and accurate, teams need to keep in mind their purpose on the ART. In some cases, having pictures of the end-user personas visible on their team boards helps the team keep the goal front and center.

Teams know the Business Value (why they are here)

 

5. The Systems Team Knows their Value

Systems Team doesn’t typically receive all their work from one ART. Some work comes from one ART, and the rest may come from other ARTs or parts of the organization. Because these various work sources do not attend one PI Planning session, a Systems Team won’t plan their next 10-12 weeks of work during this event. They are, however, included in PI Planning for a host of reasons. It’s important for them to understand those reasons so that their attendance is beneficial to both them and the ART.

The Systems Team is there to provide information to the ART on upcoming systems work and the general direction of the enterprise. Additionally, the Systems Team gains understanding of what the ART is doing and how they are going to do it. They also gather work requests from the ART teams. This two-way communication is critical for success. The Systems Team needs to proactively engage the individual teams to understand the needs and direction of the ART.

In my experience, I’ve seen the Systems Teams sitting off in the corner wondering why they are there and feeling unnecessary. Spend the time upfront to make sure everyone knows why the Systems Team is attending PI Planning.

 

In Conclusion

In Conclusion

Accomplishing your first PI Planning event is a rite of passage. You will learn new things, and hopefully the items above will help your event run a bit smoother. One thing to keep in mind is that everyone who participates in your PI Planning event has a shared experience. You will have built your tribe; everyone will be able to think back and remember the chaos, the intensity, the results, and yes, even the fun. Good luck! You are headed on a great journey.

Need additional help?

PI Planning can get messy! If you find yourself in a bind, then drop us a line. We’d love to help you with your first PI Planning, or wherever you are on your SAFe journey. Let us know your concerns, and we’ll set up with a consultation with an experienced SPC in your industry.

 

Written by Cathy McGraw

 

Cathy has 25+ years of experience in Application Development as a Software Engineer, Director of Application Development, and Scaled Agile Coach. As her career progressed, Cathy recognized her passion to help people and organizations mature in their careers and Agile journeys, and so for the last 10 years, she has been practicing and coaching Agile. As a SAFe-certified SPC, POPM, and SDP (DevOps) professional, Cathy has helped multiple companies initiate and deploy their Agile and DevOps practices. She has worked in numerous industries, including manufacturing, logistics, insurance, software development, broadcasting, utilities, and retail, where she has provided coaching and training for teams and executives.

 

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Introduction to DevSecOps

Posted by Sawyer Conrady on January 3, 2023

Sep 20, 2019

DevOps is a market buzzword, with nearly every enterprise trying to implement DevOps to remain relevant in their industry. When I was first introduced to DevOps, I was skeptical—over 40 deployments in a day and 200x shorter lead times? I was extremely concerned about the security and robustness of these builds being deployed, as the only artifacts to support this were from smaller companies. There was nothing to prove that DevOps worked in large enterprises.

I initially thought that DevOps could contribute nothing new—after all, I grew up coding using XP and dark launching. But as I dug deeper past the hype, I was able to find truly great ideas and patterns that added value to the way we build robust, secure and risk-free systems. My first “A-ha!” came when I learned that DevOps systems were proven to recover almost 150x faster than normal.

In this article, we will explore some of the important things that we can and need to do to implement DevSecOps (DevOps + Security), which enhances security and enforces compliance at the same time.

 

Quick Refresher: DevOps and It’s Challenges

Before we get into the need and details of DevSecOps, let’s quickly refresh ourselves on the advantages of DevOps, along with a few corresponding challenges.

  1. Speed of Delivery – Most companies adopt DevOps to bring their products to market faster. However, with great speed comes great responsibility. How do we address responsibility for quality and security?
  2. Design and principle of YAGNI – DevOps is built on the principles of agile, lean and YAGNI (“You Aren’t Gonna Need It”). This means eliminating large upfront design and constantly cutting down on design and features to meet only the most important goal(s). When and how will the security teams’ threat models stay in sync with such frequent and continuous changes?
  3. Microservices & Containers – DevOps introduced the design of small, isolated functions that can be changed, tested, deployed, and managed completely independently. Unfortunately, microservices and containers also come with downsides, including operational complexity, polyglot programming, logging strategy, and attack surface. Containers (especially the famous Docker) used with microservices can actually provide micro-segmentation. Adrian Mouat, author of Using Docker, has expressed serious security concerns, such as Kernel exploit, Denial of Service attacks, Container breakouts, Poisoned images and compromising secrets. How can security cater to all of these concerns?
  4. Compliance & Change Control – Adopting DevOps brings in the need to change old compliance and change control processes. There needs to be SoD (Separation of duties), as well as clear handoffs and wait times to ensure that requirements for data confidentiality and integrity are satisfied; the data and configuration cannot be altered by unauthorized individuals. How do we address this while moving fast?

By wiring compliance and security into DevOps, otherwise known as “DevSecOps,” there are ways to tackle the aforementioned challenges. Below are three solutions to help you get started on your DevSecOps Journey.

 

Shift Security Left

Shift Security Left

First and foremost in DevSecOps, you must Shift Security Left. In other words, shift the responsibility for security and other quality factors upstream in the pipeline back to the teams building the solution. Currently, most companies test vulnerabilities at the very end of the development cycle, just before release. This is dangerous. To have a truly robust and effective security system, security must be incorporated as early as possible into the planning, designing, and coding of automated test cycles.

Etsy is a great example of a company that has successfully shifted security left. Etsy built their security culture on top of their engineering culture, which has resulted in an overall thriving company culture. Their driving principles are:

  1. Trust people to do the right thing, but still verify – Rely on reviews to prevent or catch mistakes. The production mistakes go through a process of blameless postmortems to examine and understand the source of the problem, so they can fix problems at their source.
  2. “If it Moves, Graph it” – Make data visible to everyone in the company so that everyone can understand and act on it, including information about security risks, threats and attacks.
  3. Just Ship it” – Every engineer can push code to production at any time, including security engineers. If something is broken, then fix and ship it right away. Send it through the CI/CD pipeline so all the tests are done again to the fixed code.
  4. Security cannot be a blocker – The word “No” is a finite resource, so use it only when you must.

 

Follow OWASP Proactive Controls

To ensure that security is built-in to your development pipeline, it is important to follow OWASP Proactive Controls. These are a set of development practices, guidelines and techniques that should be followed to build secure applications. These practices help shift security left by injecting security into planning, design, coding and testing. When we start following these practices, we are in turn creating “Security as Self-Service.” We want teams to inject security seamlessly into their features, similar to automation or virtualization.

Follow OWASP Proactive Controls

At Twitter, for example, security checks are run automatically every time a developer makes a change. They use tools like Brakeman to check the code for security vulnerabilities and to provide the developer with direct feedback when something is found. Developers also have a “bullshit” button to reject false positive findings.

 

Infrastructure as Code

Another key to DevSecOps is Infrastructure as Code, or managing infrastructure configuration in code using tools like Ansible, Chef, Puppet, and Salt. This speeds up and simplifies provisioning and configuring systems, especially at scale. It also helps to ensure consistency between systems and test and production, standardizes configurations and minimizes configuration drift, and reduces the chance of an attacker finding and exploiting a one-off mistake.

Security teams can also use Infrastructure as Code to program security policies directly into configuration, to continuously audit and enforce policies at runtime, and to patch vulnerabilities quickly and safely. A good example of this is a service called UpGuard.

 

The Bottom Line

If you don’t want security or compliance going to a stage gate to stop the flow, then it is important to continuously build security and compliance into the code while building the CI/CD. In the image, you see “Continuous Security” in the center of the development cycle. This image reinforces that security needs to be checked throughout the entire lifecycle—continuously, from inception to completion.

In the organizations I’ve coached, moving to DevSecOps always started with DevOps and continued with small changes made along the journey. New skills, tools, and priorities, as well as open thinking, were required. My advice? Start small, but start soon!

The Bottom Line

Need help getting started with DevSecOps? ICON offers testing, quality, and strategic DevOps Solutions.

Written by Nishant Sasidharan , IC Agile certified EBA Trainer

 

With 18+ years in the software industry in a variety of roles and a decade’s experience working as a coach, Nishant possesses a unique skill set to find creative and sustainable ways in the midst of traditional transformation methods. He strongly believes that guiding leaders on a path to a coaching mindset is key to unlocking the potential of the individual, the team, and ultimately the organization. Nishant is a recognized Agile change agent and leader, and his experience in traditional/legacy environments and his pragmatic approach to Agile Transformation allows him to help organizations bridge the gap when adopting Agile practices. Most recently, Nishant has been working to incorporate various Enterprise Business Agility techniques along with DevOps and XSCALE principles to his method of training, coaching, and speaking to help his clients in their transformations.

 

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