Agile Myths and How to Avoid Their Siren Song

I’ve worked with over 100 teams transitioning from waterfall or a modified iterative practice to Agile Scrum and Scrumban. I’ve seen a lot over the years. Usually people are excited to learn there is a better way to do business.  A way that saves money, time, and the pain of rework, and one that allows customers to get exactly what they need, when they need it. But there are also those skeptics, generally those who fear change and/or those who have experienced the pain of a failed Agile implementation. This latter group is my ABSOLUTE FAVORITE to work with.  Bet you didn’t expect that last statement!  Let me explain why.

My affinity for working with the underdogs of an organization stem from my own underdog experiences.  Those who seem to be the least likely to do great things are often the ones who have been overlooked for their skills and talents.  I enjoy more than anything the ability to help bring those talents and skills to the forefront. Typically teams who experienced a failed Agile operation usually do so because of a member of influence led the operation through using Agile mythology, rather than Agile methodology.  The 5 most common myths I’ve encountered throughout my career are as follows:

 

Agile is ad-hoc

This is simple.  AGILE IS NOT AD-HOC. Agile is a process designed for flexibility.  With flexibility being the operative word.  Being flexible means being able to adjust quickly to changes. But it does not mean there is no constant.  

Properly experiencing the flexibility an Agile practice offers, means to have a clear understanding of the end goal, and to systematically include changes within an agreed upon timeline.  For example, if your project is following a 2-week sprint cadence, any new, high-priority features should be added to the backlog to be worked on next sprint; not the current sprint.  The flexibility comes in to play by communicating between the customer and team that the highest-priority item which will be the first thing worked on in the next sprint. What I’ve seen in cases of misinformed teams and customers include, those who believe throwing new features to be worked on should be executed and completed immediately, within the current sprint. The problem with this approach is, a team will gain no traction, features may never be completed, and a customer with no clear vision in mind will never be satisfied.  This is the quintessential project management triple constraint killer.  A scenario like this will inevitably lead to scope creep, confusion, lack of quality, and frustrated personnel.  All ingredients that make up a recipe for failure. Despite this myth, Agile does incorporate, both schedule planning and technical planning.  A team that has dedicated even just one day towards a sprint commitment, will equal a minimum of two days of productivity lost.  The cost of changing direction mid sprint is very high, as you have lost planning time, execution time, and the ability to meet the timeline agreed upon for the sprint.

This is a sure fire way your sprint will fail, your project is likely to fail, your customer will not be happy, and your Agile practice will crumble.   Remember, Agile is not ad-hoc.  It is iteratively planned with priority in mind.

Agile does not have documentation

The Agile manifesto dictates that the Agile methodology “promotes working software over documentation”.  The operative word being “over”.  That does not mean none. Documentation is here to stay.  For a long while at least. In order for humans involved in the full-scope of the project to do their best work actively and to promote contingency planning when personnel is replaced, new users are added, and new features are produced, documentation is necessary.  What this line in the manifesto really means is that it is more important for your product to be operable and up to standard, than for your documents to be overly robust and redundant. Documentation is a necessary evil of the industry, and in order for the product to be effective throughout the lifecycle, certain documentation is necessary.  A backlog for example. It’s pretty important to know what the requirements are for the product you’re building. Another important factor is the RTM, requirements traceability matrix.  Knowing who requested the feature, what the feature is, and whether it was proven to operate as expected, is pretty important too.  If you ever have to backtrack or CYA, you always know whom to discuss concerns with. User Guides, although rapidly shifting in how they are provided, is another important piece of documentation. Excellent quality software is user friendly software, however, even the best, easiest, programs need documentation that help users navigate their way around. 

An example of useless documentation is pretty much anything that doesn’t help you understand how to build, test, release, roll-back, and use the product you’re building. And especially anything that promotes redundantly stating what you’ve written in other, more useful documents. 

You must follow Agile by the book

Agile Evangelists, our favorite group of Agile experts, can be zealots about the process.  And rightfully so.  It’s actually an amazing way to do business.  For everyone who is passionate about Agile, their reasons may vary. 

My passion for this process stems from the humanism involved.  As a former psychology major, I am VERY interested in people and how they operate and interact. Agile has its fair share of touchy-feely goodness and I’ve seen teams grow to become BFF’s due to the integrated communication required by the process.  Being able to channel my inner psychologist, I’ve been able to support teams as they have gone from storming to norming to performing, very rapidly without expensive team building activities and frivolous trinkets. The mere act of maintaining consistent and open dialog has led fractured teams to become framilies away from home, or at least to be very comfortable producing together.

This considered, making sure every single aspect of the Agile  process follows the prescribed framework does not make a project successful, nor does it congeal a team.  Instead, implementing the elements that are suitable for your team and circumstances will.  Example, if you are in the final stages of your project and the team will soon be moved on to complete work on other products, holding a Standup 2 or 3 times a week will not damage anything.  Or having your Scrum Master serve a dual role as a technical writer, will not cause your team to self-destruct.

In general, the best Agile teams are those that have the autonomy to try different things and flex the process as appropriate to their needs.  Sticking with this approach will typically ensure you have a happy team, customer, and high-quality product.

Project Manager (PM) and a Scrum Master (SM) are the same role

Project Managers and Scrum Masters are not the same role.  They are different. For a quick synopsis on how they differ, check out this article written by yours truly.  Otherwise, for a more personal and possibly painful explanation, keep reading.

The age-old argument that a PM and SM are essentially the same tends to be a topic of debate at every coaching engagement I’ve encountered.  Often, new and ambitious Scrum Masters believe themselves to be managers of sorts, and Project Managers new to Agile tend to want to absorb the responsibilities of the Scrum Master.  Some believe these two roles can be one-in-the-same, however, I beg to differ.  These roles are very far apart on the spectrum as they have very different intentions and motivations.

Project Managers are in fact managers.  Although PMI dictates conventional project management practices, these edicts are relevant no matter what execution methodology is in place.

And as a manager one is expected to make decisions. A manager spends his or her days deciding whom to hire, lay off, or fire, whom deserves a raise and for how much, who needs positive/constructive feedback, and which stakeholders to engage further or minimize interaction.  PMs also manage the triple constraint ensuring cost, quality, and scope are well managed.  The Scrum Master is devoid of such responsibilities, instead focusing on the team and their commitment to the Agile process.

The ideal Scrum Master on a team will perform the usual functions of the role, including facilitating the Agile ceremonies, but the major aspect of the SM role is to provide a safe environment among peers in which to build a self-organizing team.  The Scrum Master does this by gaining the trust of the team, devoid of any decision making risks to the team members.  This is accomplished largely within the most important ceremony in Agile Scrum, which is the Retrospective.  This meeting is for the team to air grievances and celebrate wins.  Typically, delivery personnel are more likely to be open and honest with peers than with superiors in the org chart. This lack of trust stems from the intrinsic nature of the hierarchy.  A PM’s role is to make swift decisions.  The Scrum Master, lacking such authority, is no threat to a team wishing to be heard. Having the ability to openly discuss concerns and give each other kudos is a crucial communication practice on any team and Agile creates the framework to make such connection easy.  As long as the almighty powerful PM stays out of the way. 

I have personally participated in projects where the PM insisted on being involved in the team’s activities and the results were dismal.  Within a particular project, the PM sat in on the retrospective and proceeded to attempt to resolve a disagreement between two team members.  Rather than the two members getting clear on the issue and resolving it between themselves with the rest of the team there for objective support, the PM created a messy argument that left everyone in extreme discomfort. Needless to say the PM was, in short, shunned from all further retrospectives; to the benefit of the team.

Need more proof? Let’s all enjoy a horror story starring me as an Agile leader doing things incorrectly.  In 2015, I joined an existing team as a Program Manager overseeing a program with 3 disparate but dependent projects. As one project was already in flight, I recognized the disorder on the project immediately and implemented an Agile practice, consisting of 1-week sprints.  This non-software development project held sprint planning, sprint review, retrospectives, and daily scrum ceremonies.  During a sprint review meeting, I decided to participate with the intention of merely observing.  My observing quickly became what was later called “a hostile takeover” by the PM in charge. In an attempt to manage quality and schedule, by rushing through the materials presented and giving intense critique on the content, I ended up causing confusion for the team members and frustration with my PM.  I learned quickly that as a leader I needed to butt out of the process and let the Scrum Master (who reported to the PM on this team) handle the ceremonies and my direct reports should report up any pertinent information.  Staying in my veritable lane, I learned to let my team members do what they do best and work continued without my running the show. Let’s just say, lesson learned.

Agile is ONLY for small-pansy-projects

Not sure if any project can be classified as “pansy”, however, Agile can be effective for nearly any sized project. This is done by implementing the very core of Agile into the organization of the project.  That is, to break the project down into smaller groups and institute a scaled approach.  The Scaled Agile Framework, also known as SAFe is the concept of applying Agile principles to a program or enterprise level operation. So if your organization has a variety of large scale programs with interconnected personnel or functionalities, a scaled agile approach could be right for you.  For more information on SAFe, visit http://www.scaledagileframework.com/.

The best way to make sure you and your organization don’t fall victim to failure of agile implementation is to arm yourself with the knowledge needed to make an informed decision and an effective strategy for efficient and accurate implementation. Agile Coaching is a common service that allows experienced Agile practitioners to support your organization in transitioning to an effective agile-based practice.  Through my trials and many many many errors, I have learned what works and importantly what doesn’t work for teams and companies. Contact me to find out more about how I can help you transition to Agile, improve your agile practice, or help keep your agile shop running smoothly.

The “Project Manager” Title is Not a Triple Entendre

 

“I’m the boss and I delegate myself as the Scrum Master.  As the Scrum Master, I am going to tell you all what to do and when to do it.  Then we’ll talk about how we’ve done this correctly and what you guys didn’t do correctly.  This Agile thing is really just a shiny new label for what we already do.”

~Misinformed Managers

 

Have you heard similar messages working on an Agile project?   Do you have a manager who insists on being the Scrum Master?  Do you have a Scrum Master who insists she is the boss?  Oftentimes the roles of the Project Manager and Scrum Master get lost.  Despite both being leaders on a project, they have very distinct differences that can be detrimental to a project when the lines are not clearly drawn.  Let’s explore these differences in the table below:

 

Project Manager (PM)

  • Manages the Triple Constraint
  • Director: Directs Team/Project
  • Has Management Authority
  • Oversees the high-level vision
  • Plans for long-term
  • Manages Personnel

Scrum Master (SM)

  • Facilitates the Agile Scrum Process
  • Coach: Coaches team on Scrum
  • Has No Decision Making Authority
  • Facilitates sprint/release activities
  • Plans day-to-day Scrum activities
  • Coaches team on Agile process

Product Owner (PO)

  • Voice of the Customer
  • Understands the desired product
  • Understands the business need
  • Has Authority to determine priority and product outcome

All share a common goal of delivering high quality products on-time

 

 

On a project, the Project Manager, Scrum Master and Product Owner roles operate under very different expectations and have different objectives.  The project manager’s role promotes the traditional concepts of management, where the scrum master’s role, takes away some of the leadership responsibility, but not the decision making.  The Product Owner’s role is to ensure the product meets the customer’s expectations.  The Product Owner does this by prioritizing the backlog and clarifying the requirements for the team. 

A Project Manager

All projects, whether operating in Agile or not, experience schedule, scope, and cost constraints.  This means that when developing a software product, building a construction or infrastructure product, or running an innovation initiative, all projects have to meet a deadline, for a specified outcome, for a maximum amount of money.  In a perfect world, I would be a gajillionaire living on a private island.  In addition to my obscene wealth, project scope would be clearly identified from day one and would never change, there would be the exact amount of money to spend on that scope, and there would be plenty of time to get the work done by the original “yesterday” deadline.   Considering we live on Planet Earth, where things aren’t always perfect, most projects endure a balancing act of needing more time and more money, mostly because of changing scope.  This is not the domain for a Scrum Master.  A Project Manager’s job is dedicated to making smart decisions in order to maintain balance of the triple constraint, thus ensuring project success.  This is the pinnacle of the project manager’s role and is a time consuming feat.  All of the other differences outlined in the table above are elements of the PM’s duty to manage the triple constraint.

Let’s consider those secondary items in the list:

The Project Manager directs when and where to drive the project.  For example, on a software development effort, the customer may want to include a new module that is way out of the original scope.  The Project Manager can negotiate with the customer to determine if the added module can be developed within the current phase of the project, if at all.  If the PM and customer collaboratively decide to build the module, the PM can crash the project to meet the original deadline. Of course this impacts the cost and scope components of the triple constraint. As such, justifications must be made to Stakeholders who fund the project.  Additionally, the PM needs to hire staff to support the crash effort.

Scrum Master

A Scrum Master is not equipped to work in the manner of the Project Manager.   Why? Because the project manager’s duties are largely strategic and directorial.  A Scrum Master’s duties are tactical and driven by the Scrum Framework.  The Scrum Master instead serves as the team’s coach, keeping everyone focused on adhering to the Scrum framework, while also ensuring the team isn’t experiencing any barriers to productivity.  The SM lives up to this expectation primarily by grooming (prioritizing), the backlog (scope), removing impediments, and facilitating meetings.  Although this was a task formerly completed by the Project Manager, within an Agile framework, the SM serves as a conduit for protecting and promoting the team.  It’s very challenging to work with customers, manage project financials, risks, long-term planning and strategic efforts, AND to be heads-down with the team managing day-to-day operations. As such, the SM fulfills the day-to-day duties in conjunction with the Product Owner, thus leaving the management responsibilities to the PM.

…Which leads to the third comparison.  How does the Product Owner fit into all of this?

Product Owner

The Product Owner is loosely decoupled from the team.  A Product Owner may be assigned to work with a project, but is not a team member in the way the Project Manager and the Scrum Master are.  The PO is an external liaison who provides insight to the project team on what the customer wants.  The PO works with the Scrum Master to prioritize the customer’s requirements, also known as, grooming the backlog. This is an element of communication to help the project team to understand what needs to be worked on and when.  Through specific Scrum Ceremonies, the PO can answer questions to help refine the requirements (Epics and User Stories) ensuring the project team understands exactly what the outcome of the developed product should be. Although the Product Owner is not formally embedded within the team, his role is crucial to the success of an Agile project.  Without a knowledgeable PO, project teams will create products based on individual perceptions of the requirement, rather than based on customer expectations.  The PO ensures ambiguity is excluded from the process of building the product.

Where a Project Manager and Scrum Master are divided roles, the Project Manager and the Product Owner as a combined role can be more forgiving, largely because this singular person may already be interacting directly with customers.  In the Federal arena, Product Owners are generally federal FTEs who have a very close relationship with the customers in which they serve and project teams are often contractors. As such, contractors are not in the position to make decisions in the same way a Federal Product Owner can. In commercial industry, the Federal/Commercial relationship doesn’t exist, so the Product Owner role may be more closely involved with the team.  Neither is right nor wrong, but the implementation of these roles on the project are managed specifically by the needs of the project, within each organization.

In conclusion,  although neither the Project Manager, Scrum Master, or Product Owner are explicitly designed to solve world hunger, at least we can agree that they all serve very different functions.  Properly staffing these roles could mean the difference between a mediocre or failing project and a winning one.

 

 

Agile in Real Life

Those of us in the IT field are all too aware of the latest buzzwords and trends in how we do business.  Lean and Agile frameworks have been ALL THE RAGE within the last 10 years, with a major boom taking place in the public and private sectors within the last 4.  And with Agile Evangelists being the latest hot title, many of us who are passionate about this productive process sometimes forget that it's not just a process to practice at work.

I for one have learned to utilize Agile methodologies at home.  Maybe I'm just a nerd, or maybe I'm on to something brilliant.  **shameless self proclamation there**

How have I used Agile at home you ask?  Walk with me through this journey of chaos and I'll show you how Agile has literally 'leaned' out my life.  

The Project: Life
Living life is literally a string of projects that we pretend are prioritized but are often procrastinated on.  One of those "projects" I've experienced recently was painting my house.

For over six years I've lived in a white-walled-townhome, devoid of character and charm until one magical day in 2014 I decided to paint my downstairs yellow. Literally.  My entire main floor is yellow. (I promise it looks much better than it sounds)  

I went from one extreme to another and luckily I came out alive and a new passion was born. Painting had become my new 'thing' outside of work and I went a little crazy with it.  At least until the thrill was gone **BB King Voice**.   I managed to paint my entire main floor and out determined desperation to have a magazine model of a home, I proceeded to paint swatch after swatch in my upstairs quarters.  Unable to finalize a decision on color, I decided to "live" with the swatches for a couple of days.  By couple of days, I do mean 2-3 days at the most. Now at 739 days later I still am "living" with the swatches.

By definition, if this were a professional project and I were the manager I'd likely be out of a job, as my project would be grossly over schedule. And unsurprisingly, the quality of product would fall FAR short of expectation.

But that all changed when the light bulb illuminated and my enlightened inner Scrum Master kicked me in the butt. I can run my paint job as though it were a real job. With sprints, and stories, and metrics.  Being accountable mostly to myself, what better person to be satisfied with my performance?  So I set out on creating a project, complete with roadmap, deadline, budget, scope, and team-member, aka, good friend for help.   

With a 4 week project time, broken down into 4 1-week sprints, and a daily check-in, I managed to keep myself on target and on task by implementing basic Agile project management principles at home.  I'm currently in Sprint 1 of the project, where I rummage through hardware store color cards to find the closest color to the one in my dreams.  By Friday I expect to have a finalized selection for which I will narrow down three colors.  Let's hope the before and after pictures are well worth the wait.

There really is a reason why people are raving over this process.  Besides it making sense and it makes dollars.  It actually help you save money on your bottom line, both for your business and for your own.

How have you used Agile outside of work to help make your life a little more organized?