Capacity Based Velocity Calculation for Dynamic Agile Teams

Traditionally the velocity (V) of agile teams is calculated as number of story points (SP) delivered per sprint. If our team is static, that means, it consists of the same or at least the same amount of people in each sprint we can get a velocity that really reflects the team performance.
Although highly desireable, from my experience static teams are not very common. In fact most teams have a certain degree of dynamics, especially in long running projects.

Typical reasons are

  • Vacation or sick leave
  • Daily business (especially team members from the business are not 100% commited to the project, as they still have their daily duties)
  • Partial engagement (specialists are only part of the team when their knowledge is required)

How can we calculate the velocity for those dynamic teams? By taking capacity into account and combining it with the team velocity. I can recommend following procedure that I used on several projects with very good results.

  1. Have a sprint planning meeting with all people that might have something to deliver in the next sprint or delivered something in the previous sprint.
  2. Ask every person how much days she plans to commit to the next sprint. This is the planned capacity (PC). Adjust PC if necessary during the sprint planning session based on the selected user stories. Use PC as a basis to plan the next sprint.
  3. Ask every person how much days she really committed to the previous sprint. This is the delivered capacity (DC). The delivered capacity might differ from the planned capacity announced in the previous sprint planning metting. That is normal for the reasons given above.
  4. Calculate the capacity based velocity like this CBV = SP/DC.

The advantages of capacity based velocity are:

  1. It is based on empiric data (delivered capacity instead of planned capacity). It reflects what really happened and not what was supposed to happen.
  2. It grounds story points (virtual) with capacity (real) as it takes capacity into account in addition to the story points. But beware! Once the SP/DC ratio (how many days do we need to implement a story point?) is known after some sprints, it is tempting to perform planning with capacity instead of story points. This is a bad idea as it brings us back to the notion of exact planning which we (hopefully) learned is not possible.
  3. It allows the projection of realistic project release dates as we have a stable measure even if the team structure varies.

 

Team Complexity – The Underestimated Factor

Most people would agree to say that an IT project is complex if it has to cope with difficult technology and a challenging business context.
But it is not just technical complexity that threatens the success of a project. Team complexity is an important and often underestimated factor that highly affects the likelyness of success and failure of IT projects.
Even if you have a simple technical problem to solve, it can get much more complicated if you do it with a complex team.
The main problem is that effective communication is very hard to achieve with complex teams. But effective communication amongst the stakeholders, developers, business and operations is one of the key success factors for IT projects. Thus having a team with low complexity reduces risk and increases efficiency. But why is this often not recognized? I think the reason is that dynamic effects are hard to measure and invisible most of the time.
Inspired by the article Projects fail due to dynamic complexity (German) written by Prof. Dr. des. oec. HSG Stefan Grösser I thought about common factors that affect team complexity and therefore dynamic complexity.
To create more awareness in terms of those factors and make the subject more tangible I’ve created the Team Complexity Calculator. Its a fun tool that can be used to get a better idea of how those typical factors affect team complexity. It does not produce absolute results, so please don’t take it too serious. 😉
If you know additional factors that affect team complexity, please let me know.

Those factors are based on experience I’ve made in projects ranging from small to very large sizes.

Agile Games Released

Today my Windows 8 app Agile Games passed the Microsoft certification process. It is now available in the Windows Store.

Planning

The app acts a a host of typical games that are utilized in agile projects. The first game is planning poker which can be now played by distributed teams over the internet. Other games will be added to upcoming versions. I implemented the app using HTML5/CSS/JavaScript and jQuery. The backend is based on HTML Web Sockets and hosted on Windows Azure cloud infrastructure. Although in my personal opinion XAML/C# is more productive than HTML/JS, I must admit that app development with HTML/JS is great fun. Existing techniques and frameworks such as jQuery or Knockout can be used and the JavaScript code has a high potential of reuse in different environments and across platforms. The WinJS APIs allow a smooth integration to use Windows functionality such as search and sharing. And last but not least the touch interface lifts the user experience to the next level.
If you want to know to develop how those apps, please attend the Windows Store App Development Workshop. I think Windows Apps have a great potential. They are well suited to reach users in a modern way. Most business workstations today are equipped with Windows so the market is huge. Let’s start coding!

Integrated Process Management with Open Source

If you ever tried to create an execution environment to automate business- or integration processes based on Open Source products, you know that this is not an easy task. Although Open Source products like Activiti or Apache Camel are of high quality, they do not run with production grade quality out-of-the-box. For serious usage scenarios typically a lot of work is required to integrate those products into a sound platform. This fact hinders companies to use those great products and turn to closed source alternatives from Oracle, Appian or Inubit, just to name a few.

Now there is an interesting alternative called oparo. oparo is an integrated process automation platform based on rock solid Open Source products. oparo is not limited to BPMN processes only. It rather focuses on the entire process spanning business, workflow, mediation and integration.

The platform does all the plumbing required to turn single products such as Activiti, Apache Camel, Apache ActiveMQ, Lucene/Solr, etc. into a platform that can be used out-of-the box. Even better, oparo is entirely ASF2.0 licensed (today and tomorrow) which offers broad usage options and does not involve any hidden costs for enterprise features.
oparo shields the process engineer (the guy who analyses and automates processes) as much as possible from low level technical tasks such as connecting and transforming Camel and Activiti message payloads. It offers a unified development approach for the process engineer to focus on business functionality instead of technical plumbing. Moreover it comprises additional valuable services such as process flow tracking, humantask integration or a registry. Due to oparos service binding approach, those services can be easily integrated in existing IT landscapes using almost any technology (e.g. .NET, JEE, HTML5/JS/CSS). The runtime is scalable (in terms of technology and licenses), the set up is automated and the whole platform is based on proven standards.

If that sounds promising, you can give it a try. You can find more information and a downloadable jumpstart distribution at oparo – the efficient process platform (German only)

Agile Process Management with Open Source

Are you interested to know how to combine process management, agility and Open Source software? Then the roadshow Agile Process Management with Open Source is for you. It is going to take place in several German cities during autumn 2012. I am going to present ways to achive efficiency in the area of process automation using proven Open Source technologies paired with agile approaches. In times where CIOs have to think twice before they spend IT budget, undoubtely an interesting topic to talk about. It have some interesting ideas to share and hope for inspiring discussions.

Collocation Is Vital!

What does collocation mean? The concept is very simple. It means bringing together the people who work on a software product in a physical environment. This seems to be natural. But in highly distributed work environments that we have today it is not anymore.

I’ve been working on agile projects for many years and I always hear that collocation is difficult. Especially in larger enterprises it seems that the hurdles are high. There are many reasons stated by different people.

Here are some examples:

  • There are no adequate rooms available (managers).
  • The buisiness guys don’t understand IT. We can’t work in the same office (developers).
  • The IT guys don’t understand our business. We can’t work close to them (business).
  • Our outsourcing partners are from country xyz. It is impossible to work with them in one office (managers).
  • The business people have their work to do. They simply don’t have the time to work closely with IT (business).
  • I have to concentrate. Working close to others would always disrupt my work (developers).
  • We don’t like travelling. (all of them)

All of those are valid arguments, but to me it seems that they are sometimes artificial. In this case reluctancy to change is stronger than the will to increase efficiency.

From my experience collocation is an underestimated factor that can greatly improve effectiveness of teams. The study Collocation Impact on Team Effectiveness goes in the same direction.

Another interesting read is Collocation, Collocation, Collocation. Quote from the blog:
“A big part of the problem is socio-political in nature and would appear to be deeply embedded in the human DNA. We naturally tend to come to trust those that we have regular contact with (our family / village / tribe / region / country / team) and have an equal and opposite tendency to distrust those on the outside of these habitual daily contact networks (all those that the lock on our front door or the defences around the tribal village are designed to keep out).”

If a company is interested in real agility and effectiveness, I think it should try really hard to create collocated work environments and not give up early. It might somtimes be difficult, but the reward will be better results and most likely even better motivated staff.

Trapped in the Comfort Zone

Many agile techniques such as Kaizen, Sashimi or Kanban correspond to terms and principles found in asian culture. A less known principle is:

“Do not develop an attachment to any one weapon or any one school of fighting”
– Miyamoto Musashi

In the context of agile it means that one should change the process if it helps to achieve the goals. This is something most developers would agree to as processes are often seen as impediments.
The same applies to technology. Translated to the technical world it reads: Do not stick to your favourite technology if there is something better suited to meet the project or customer needs. This is something many developers would not immediately agree to. Developers usually love sticking to their JEE, Spring, .NET, SOAP, REST, [any other technology] with which they grew up. They often argue that learning a new technology is time consuming and therefore hardly possible to change.
I think that is wrong. Provided a developer has a sound background, he or she can become productive in a new technology within a short time. I’ve seen developers switching from JEE to .NET and vice versa without problems. This is possible because technology always evolves. Most new frameworks and programming languages do not reinvent the wheel. The are always based on similar common principles which remain valid and stable over time. It is more a matter of mindset that keeps people trapped in their technology comfort zone.

Is that a problem?

Sometimes yes, especially when paired with Groupthink, it hinders innovation and production efficiency.

How can this prevented?

1. Make sure you have people with long standing experience in different technology domains in your team. People who worked with multiple technologies are usually more willing to reflect technology decisions and align them to the requirements of the business.

2. Don’t start a project with a strong technology committment. Let the team decide which technology is best suited to solve the business problem. Of course in conformance with the corporate standards.

3. Ensure that the team has the freedom to decide which tools they want to use.

Having the option to change weapons (processes, tools, frameworks, etc.) if needed, improves the likeliness of successful project delivery.

Bug or Change – Cause of Conflict in Agile Projects

According to the second rule of the agile manifesto working software is more important than comprehensive documentation. This is definitely true!
To be clear, this does not mean that software developed by agile teams is not documented. If comprehensive documentation brings value to the organisation, agile teams produce this as well. Specifications are written as well in agile projects. Why? Because it is not (and never was) a good idea to start development without knowing what to implement.
But contrary to waterfall projects in which much of the specification is written upfront, in Scrum the specification is written as part of the sprints. And due to the close collaboration in cross functional teams, the specification can be much more lightweight without loss of quality for the final product. This is all great. But there is a challenge to keep in mind.

When it comes to testing (acceptance, performance, etc.), either as part of the sprint (which is definitely the preferred way), or later when the product moves towards production, the testers have to find and classify bugs. Usually they do this based on the specification. In case a functionality is missing or not working as described in the specification it is a bug.
With a lightweight specification that don’t decribe every little detail it is sometimes hard to tell whether someting is a missing feature or rather a change for a later version of the product. This situation can cause conflicts.

But not necessarily. The important factor is that the testers are part of the agile team context from the beginning, so that they share the knowledge and experience with the rest of the team. In a culture of trust, the team can easily negotiate whether a finding is a bug or a change. If the team is commited to deliver quality (the Scrum Master has the responsibility to educate the team to do so), this model works properly.

This strategy correlates with the conflict resolution scenario Use collaboration to resolve the conflict described in the interesting blog post Know These Five Causes of Conflict written by Karen Ruby.

Quote:
“However, if trust is there, this conflict resolution scenario can be the best way to resolve conflicts once and for all. When both parties come together, communicate, and trust each other a definitive resolution to their conflict can occur.”

How to Staff an Agile Team

Although there is a greater likeliness of success in Scrum projects than in non-Scum projects, Scrum projects sometimes fail as well. If you ask the people involved in failed Scrum projects, they quickly accuse Scrum of being the cause for the failure. They claim to have done everything that Scrum requires, but failed, so the method is blamed.
In agile software development the most important factor is the team, the team and … … yes, the team. But a common misconception is that you just have to put together a few people to get a team that performs well. This is completely wrong, as a group of people is something very much different than a team. A group is just a bunch of individuals who neither strive for the same aim nor have a deep common understanding of the project. And they often do not trust each other enough to perform well. A team is different. People in a team trust each other, they strive for a common aim and share a deep understanding. And they have fun doing what they do. But how can a group be turned into a team?

There are well known social processes that every group has to undergo to become a team. One of those processes is the Tuckman principle of forming, storming, norming, performing (and adjourning). In their readable article Teamwork: Why teams are more successful than groups. Dr. Eberhard Huber and Sven Lindenhahn describe key factors of successful agile teams. This very much matches my expericence both as team member and coach of Scrum teams. It is essential that the group undergoes a productive storming phase in which an internal hierarchy and decision making structure is cultivated. This can be hard and tiring, but is essential for success. The key is to bring together the right mixture of individuals who have the interpersonal skills to find their place in a larger group of people in a constructive way. The ability to make compromises is important.

And even agile teams need leadership! Not from the outside in form of a project manager, but rather from inside the team. There must be people with the interpersonal and technical skills to take leadership. The authority can’t be given by management, but needs to be earned every day. Personality is key.

If you staff your next agile team, make sure you have the right mixture of skills on board. I am not talking about just technical skills, that’s self-evident. Technical knowledge can be easily shared in an agile context. What I mean are personal skills such as:

  • Ability to make compromises
  • Ability to accept constructive criticism
  • Ability to take responsibility
  • Ability to take leadership when needed

Don’t expect that the team works in harmony from day one. It is absolutely normal that the team members argue a lot, especially at the beginning. This is not a sign of bad team constellation. It is rather a natural step towards a productive agile team.