Tag Archives: framework

FLEX, Flow for Enterprise Transformation

FLEX_Essentials-768x412The first post in 2020 is again a post about an agile framework. The forest is still growing and this will not be the last one. The next one is already under review too.

FLEX, Flow for Enterprise Transformation, developed by Al Shalloway, is designed to be used as a guide for organizations to achieve business agility. It is a platform which lays out the steps required for improving the way a company adds value to its customers, both external and internal. It can be used with Other agile frameworks like SAFe, Nexus, LeSS, Disciplined et cetera. FLEX is designed to work at the organization level, regardless of the size of the organization involved or if only part of the organization is involved. It is designed around flow-thinking, Lean-thinking, the theory of constraints, and organizational development integrated with how people learn and change habits.

FLEX incorporates four shifts in thinking. These are systems-thinking, shifting from frameworks to the work itself, focusing on flow, and attending to organizational development with Lean.

FLEX contains the following components: objectives, practices, agreements and principles, transformation philosophy and natural laws. People make agreements that are organized around working together, not merely follow an approach. The following basis agreements are translated into guardrails (a guardrail includes a variety of questions to check if you are keeping the agreement): drive from business value, collaborate across boundaries, make all work visible, increase predictability, keep WIP within capacity and improve continuously.

FLEXVS_0Basic-3-1200x720There are 4 new roles required when going to scale: business architect, application development manager, technology delivery manager (TDM), and value stream network architect.

As a starting point the following five-step approach to a roadmap can be used:

  1. See where you are
  2. Understand the challenges you are having
  3. Lear a few key principles and practices that will help you overcome these challenges
  4. Define to begin using FLEX’s starting template and tailoring it for your organization
  5. Begin and continuously improve

For more information visit: portal.netobjectives.com/pages/flex/

In September 2019 PMI acquired FLEX from Net Objectives. Will PMI create a new agile framework incorporating FLEX, Disciplined Agile and Brightline Transformation Compass? If so, it will generate some open space in my agile forest with the risk that new agile frameworks originate.

Due to the fact that they positioned FLEX as a guide to achieve business agility and to be used together with other frameworks I position FLEX in the culture-targeted box in my Bird’s eye view on the agile forest.birds eye

For the complete Bird’s eye view on the agile forest article see: Portman, H. (2019). A bird’s eye view on the agile forest; PM World Journal, Vol. VIII, Issue X, November.

Brightline Transformation Compass

compass-with-icons.418x0-is-hidpiI just finished the draft version for the second print of my book Scaling agile in organizaties (in Dutch) and I counted 65 frameworks and approaches (25 more than the first print). I thought I covered all, but I found a few new ones.

One of them is the Brightline Transformation Compass, a comprehensive system for transformation developed by Behnam Tabrizi, PMI.

This approach helps to create the right mindset within your organization needed for a successful agile transformation. It gives you a compass that is built around 5 critical, mutually reinforcing building blocks for effective transformation and a three-step approach for transformation.

The five compass building blocks:

  1. North Star: A crisp, inspiring articulation of the vision and strategic objectives for the transformation to give your employees a clear direction.
  2. Customer Insights & Megatrends: Embedding a deep understanding of the customer in every change you make, and in every employee – the customer you may have today, and the customer you want tomorrow, as well as the “megatrends” affecting them. Core principles are involving the real customer, find leading customers and conduct the research yourself.
  3. The Transformation Operating System: A flat, adaptable and cross-functional organizational structure that enables sustainable change. It consists of five components: Flat, cross-functional Rapid Response Teams, a lightweight governance & strong program management, a collaborative and appropriate risk appetite, well-defined KPIs and venture-style investment rounds.
  4. Your Volunteer Champions: A mechanism to harness many thought leaders from across your organization to drive transformation (identify, recruit, motivate and empower).
  5. Inside-Out Employee Transformation: A set of tools to make the transformation personal for your employees – to connect their aspiration to the North Star and to your customers based on the SEE-model. The aim of the SEE-model is to find the intersection between your strengths, the elements of the transformation that evoke personal meaning and actions that make you feel elated.

The three-stage methodology for transformation (inspire, mobilize and shift):

  • Inspiring your organization for change: build your transformation organization with Rapid Response Teams initiated and ready to start.
  • In mobilizing key elements to drive the change: define the blueprint for your transformed organization and build a plan to get there.
  • In shifting the organization to effect transformation: execute on the transformation to meaningfully alter performance and instill the mindset and culture within the organization to continue transforming on an ongoing basis.

This approach is independent of the framework or methodology you are using. It can be used on top of SAFe, LeSS, Disciplined Agile, Nexus and many more to create the right mindset and will improve the chance of a successful agile transformation (more than 70% fail).

For more information on the Brightline Transformation Compass: www.brightline.org

This is definitely an approach that fits in the culture-targeted box in my Bird’s eye view on the agile forest.

birds eye

For the complete Bird’s eye view on the agile forest article see: Portman, H. (2019). A bird’s eye view on the agile forest; PM World Journal, Vol. VIII, Issue X, November.

The Toyota flow system

The Toyota Flow System (TFS, developed by Nigel Thurlow, Professor John Turner, and Brian Rivera, 2019can be described as a system of patterns, practices and techniques to enable organizations and institutions to achieve desired outcomes in a complex world. This model uses the popular representation of a house, from the Toyota Production System model (TPS), to outline an evidence-based approach to achieving business transformation.

The TFS is a system of understanding, and not a one-size-fits-all framework. The TFS model aims to sustain the flow of value to the customer, who is the center of the TFS universe.

As we dig deeper into the helixes, we find the philosophies, tools and knowledge (practice and theory) behind each component.  For Distributed Leadership, leadership is viewed as being bottom-up, top-down, as well as horizontal. Complexity Thinking involves identifying the level of complexity that is present in a problem or environment and calls for viewing systems as open and complex adaptive systems (CAS). Finally, Team Science utilizes empirical research to incorporate teamwork into current practices rather than operating as command-and-control groups with no teamwork present.

Toyota-Flow-System

For more information have a look at: Introducing the Toyota flow system 

In my Bird’s eye view on the agile forest, I positioned this approach in the block business as usual / indefinite. For more information on this picture see: A bird’s eye view on the agile forest 

Grasp session (Scaling Agile, 190702) v1.1

Bimodal Portfolio Management

Introduction

1*ORjFcvHHbyWBTA1WIijXYwAt the moment, many organizations are in the middle, or on the brink of, a radical change to more business agility. I receive quite often the question how to cope with both an agile portfolio as well as a more traditional portfolio with temporary projects and programs. Existing frameworks supports either an agile IT portfolio or a more traditional portfolio, but I haven’t seen frameworks which supports both.

If I look at existing traditional and agile IT portfolio management frameworks, I asked myself if combining these frameworks can bring an answer for those organizations who need to manage an agile as well as a more traditional portfolio?

In this article I will start with a brief explanation of the existing portfolio management frameworks by explaining the principles and the process (Management of Portfolios, Standard for Portfolio Management, Disciplined Agile Portfolio Management, Agile Portfolio Management, Evidence-Based Portfolio Management, and SAFe Lean Portfolio Management).

MoP P3O SAFe Hybrid (190621) v0.1In the second part of this article I focus on Bimodal Portfolio Management where I combine the best of these worlds and offer a solution for both worlds in the form of a Bimodal Portfolio Kanban (see figure), Bimodal Portfolio Management Principles and Bimodal Portfolio Roadmaps.

To download the article: Bimodal Portfolio Management (article, 190626) v1.0

 

The Agile Fluency model

The Agile Fluency model, developed by Diana Larsen and James Shore in 2012 and substantially updated in 2018, is a framework to help teams understand their current position and to help them develop an individual road map. Agile teams pass through four distinct zones of fluency as they learn (fluency evolves). Diana Larsen defines fluency as things that you do automatically without thinking. Each zone brings specific benefits:

  1. Focusing teams produce business value (agile fundamentals). The team thinks and plans in terms of the benefits their sponsors, customers, and users will see from their software.
  2. Delivering teams deliver on the market cadence (agile sustainability). The team can release their latest work, at minimal risk and cost, whenever the business desires.
  3. Optimizing teams lead their market (innovative business agility, agile’s promise). The team understands what their market wants, what your business needs, and how to meet those needs.
  4. Strengthening teams make their organizations stronger (possible future of agile). The team understands its role in the larger organizational system and actively works to make that system more successful.

Schermafdruk 2019-05-30 15.52.02A team’s fluency comes from the ability of team members to self-organize so that individual skills are applied to the right problems at the right times. A team is fluent in a zone when it’s fluent in all of the zone’s proficiencies, including predecessor zones.

The appropriate zone for your teams depends on your organization and can be different from team to team. It is not a ranking system, but is about understanding and working towards the appropriate level of fluency for your needs at a particular point in time. Delivering or Optimizing are often the best targets, but Focusing and Strengthening can also be good choices. Fluency is more a matter of habits than skills.

Video: The Agile Fluency Model Explained: A Brief Guide to Success with Agile

The Agile Fluency Model whitepaper

Agile Fluency Simulation — an educational, exciting board game

This model definitely fits into the culture-targeted block of my bird’s eye view on the agile frameworks forest (see also the complete article):Grasp session (Scaling Agile, 190506) v1.1

 

Review: An executive’s guide to disciplined agile

DAThe book An executive’s guide to disciplined agile – Winning the race to business agility written by Scott W. Ambler and Mark Lines give a good overview of Disciplined Agile.

Disciplined Agile (DA) provides light-weight guidance to help organizations streamline their Information Technology (IT) and business processes in a context-sensitive manner. DA provides the process foundation for business agility.

There are seven principles to highlight the discipled agile mindset: delight customers, be awesome, pragmatism, context counts, choice is good, optimize flow and enterprise awareness. To stress the ability of being disciplined there are additional principles: master your craft, technical excellence, collaborate, measure wisely, transparency, lean continuously, purposeful experiments, deliver continuously, visualize workflow, whole team, stable team and trust and respect.

DA (QRC, 190407) v1.0DA consists of four parts (and are covered in chapters 3-6, the main part of the book):

  • Disciplined Agile Delivery (DAD). DAD addresses all aspects of solution delivery
  • Disciplined DevOps. This is the streamlining of IT solution development and IT operations
  • Disciplined Agile IT (DAIT). DAIT addresses how to apply agile and lean strategies to all aspects of IT
  • Disciplined Agile Enterprise (DAE). DAE is able to anticipate and respond swiftly to changes in the marketplace.

Within DAD we see the following roles:

  • Primary roles: Stakeholder and Team roles (Team lead, Product Owner, Team Member and Architecture Owner)
  • Secondary roles: Specialist, Independent Tester, Domain Expert, Technical Expert and Integrator.

The non-prescriptive DAD lifecycle consists of three phases inception, construction and transition. There are several versions of this lifecycle:

  • Agile/Basis lifecycle based on scrum. This lifecycle starts with the inception phase where modelling, planning and organization takes place and the initial backlog and release plan will be created. The other phases are similar with the Agile continuous delivery lifecycle (see below)
  • Lean/advanced lifecycle based on Kanban. This lifecycle starts with the inception phase where modelling, planning and organization takes place and the initial backlog will be created. The other phases are similar with the Lean continuous delivery lifecycle (see below)
  • Agile continuous delivery lifecycle: a single permanent agile team using Scrum giving a continuous stream of development (construction phase), released at the end of each iteration (short transition phase) and no need for an inception phase
  • Lean continuous delivery lifecycle: a single permanent agile team using Kanban giving a continuous stream of development (construction phase), and short transition phases and no need for an inception phase
  • Exploratory lifecycle based on Lean Start-up. This lifecycle starts with Envision, followed by Build a little, Deploy, Observe and Measure and Cancel or Productize the idea. I would say this is not a complete delivery lifecycle. To productize you have to use one of the other lifecycles
  • When you need more teams to build the service or product you need to coordinate the effort of the different teams to ensure they work together effectively towards the common goal. This is called in DA program management for large agile teams with the corresponding leadership team roles like a Program Manager/Coordinator, Product Delivery, Product Ownership and Architecture Ownership. The book doesn’t describe that much but, on the website, you can find much more information about program management.

The non-prescriptive set-up is emphasised by goal diagrams. Mindmaps to summarize the goals of a specific activity, e.g. addressing changing stakeholder needs, explore the initial scope or continuous improvement to mention a few.

Real life examples are missing in this book but can be found in their book Introduction to disciplined agile delivery

Disciplined DevOps explains what it means to bridge the gap between the agile teams and IT operations. In the book the workflow between Solution Delivery and IT Operations and other departments like Business Operations (BizDevOps), Security (DevSecOps), Data Management (DevDataOps) and Release Management and IT Support are explained. Reasons to adopt a Disciplined DevOps approach are faster time to market, improved market competitiveness, improved customer service, increased dependability, increased staff retention, improved governance and lower cost.

Disciplined Agile IT addresses how to apply agile and lean strategies to all aspects of IT. The workflow of Disciplined Agile IT is explained with a focus Disciplined DevOps, IT Operations, Release Management, Support, Security, Data Management and IT Governance, Reuse Engineering, Enterprise Architecture, People Management, Product Management, Continuous Improvement and Portfolio Management. On several place you get goal diagrams.

Portfolio Management addresses the following issues: spend IT investment wisely, balance exploring new business with exploiting existing value streams, monitor and guide ongoing activities, rolling-wave budgeting and planning, prefer small initiatives over large initiatives, cull “failures” quickly, invest in quality and enable team effectiveness.

To become a Disciplined Agile Enterprise, you have to embrace the following fundamental ideas:

  • Your organization and your people must be agile
  • It’s all about value streams
  • There is no one right answer
  • You need to sense and respond
  • You must be a learning organization
  • Self-organizing teams need fast access to resources.

In the workflow for Disciplined Agile Enterprise we see besides the ones mentioned in the Disciplined Agile IT workflow, Marketing, Sales, Control, Finance, Procurement and Legal. The authors explain the Disciplined Agile approaches in the different functions.

Next the authors give some insights what it means if you want to transform your organisation from a traditional structure and culture to one exhibiting true business agility. This will be very hard and will take a long time. Focus will vary over time in the following areas: executive education, executive coaching, middle-management coaching, agile training, agile/lean pilot teams, delivery team coaching, IT coaching, business coaching, skils training, agile centre of excellence, communication, experiments and communities of practice. The chapter ends with an example of a transformation and adoption roadmap anf how to measure your way to success. A separate chapter focusses on the final step in the transition, your organization has to become a learning organization (continuous improvement) and this will never end.

Conclusion: If you are not familiar with disciplined Agile and you want to get a clear overview of this framework, this book is a very good start. Looking at the different delivery cycles, there must be ones that have the right fit for your projects. If you want to implement disciplined Agile you probable need more information (as explained in the book too), and training and coaching too.

To order: An executive’s guide to disciplined agile – Winning the race to business agility

Positionering of Disciplined Agile in my birds eye view on the agile frameworks forest:Agile (50 shades of gray NTTP, 190415) v0.1

 

 

 

Review: Introduction to Disciplined Agile Delivery

9200000046318020Scott W. ambler and Mark Lines are the creators of the Disciplined Agile Delivery framework and the authors of the book Introduction to Disciplined Agile Delivery – a small Agile Team’s journey from Scrum to Disciplined DevOps (2ndedition).

Disciplined Agile Delivery (DAD) is one of the four elements of Disciplined Agile (DA). The other parts are Disciplined DevOps, Disciplined Agile IT (DAIT) and Disciplined Agile Enterprise (DAE).

DAD is characterized by the following aspects:

  • Hybrid: combines Scrum, Agile Modelling, XP, Unified Process, Kanban, Lean, Outside-In Development (OID) and other methods
  • Full delivery cycle. Scrum offers only a development cycle. DAD starts from team initiation all the way to delivering the solution to its end users
  • Supports multiple lifecycles based on inception, construction and transition: an agile/basic version that extends the Scrum construction lifecycle with proven ideas form Unified Process to support early mitigation of risk and lightweight governance; an advanced/lean lifecycle based on Kanban; an agile continuous delivery lifecycle; a lean continuous lifecycle; and an exploratory lifecycle based upon a Lean Start-up approach
  • Complete: DAD includes advice how development, modeling, documentation, and governance strategies fit together
  • Context-sensitive: instead of prescriptive frameworks like Scrum, DAD promotes a goal- or object-driven approach.

The core of the book is a case study. We follow a team on their journey to use DAD and more specific the Scrum-based agile/basic lifecycle. It starts, after the introduction of the team and other stakeholders, with the Inception phase. The goals of the Inception phase are: form initial team, develop common vision, align with enterprise direction, explore initial scope, identify initial technical strategy, develop initial release plan, secure funding, form work environment, identify risks and develop initial test strategy.

In the construction phase the team uses, as described in the release plan, ten construction iterations to produce a potentially shippable solution. Every iteration starts with an iteration planning cycle. Every day there will be a coordination meeting and the iteration ends with the iteration review/demo and the retrospective. Additional to scrum, DAD will have a proven architecture and the sufficient functionality milestone reviews too and you have to pass both successfully before you can go into the Transition phase.

The focus of the Transition phase is for a team to release/deploy their consumable solution into production successfully. To ensure that the solution is ready to deploy the team focusses on the final testing and fixing, the support training of the helpdesk staff, the finalization of the deliverable documentation, the support of the development of end-user training (videos), and the validation of the deployment scripts.

As a next step we follow the team on their road to Disciplined DevOps. In this case the team decided to have seven 2-week iterations. Some highlights of the iterations are the adoption of Test Driven Development (TDD), working from home, improvement tracking, the evolvement of the team, the usage of parallel independent testing, how to cope with vacations and the sharing of their learnings, ATDD or BDD training and adoption, requirements envisioning, quality and continuous integration and deployment. At a certain moment, after several releases, the release cadence was tightened, and their lifecycle evolved towards the lean lifecycle and the team stopped with sizing their work.

Conclusion: if you are looking for a comprehensive overview of DAD this is the book to read. The case gives a good overview of the Scrum-based agile/basic lifecycle and may help you to take the first steps to implement DAD.

More information can be found on disciplinedagileconsortium.org

To order: Introduction to Disciplined Agile Delivery

Disciplined Agile and Disciplined Agile Delivery positioned in my birds eye view on the agile forest

Grasp session (Scaling Agile T-Mobile, 2019 Q1) v0.1