Agile Development Blog

Are you an engineer? If so, our society needs you to apply yourself to the global warming and other global social problems for the remainder of your life.

Just before the Holidays, an article I wrote ran in Fast Company on the call-to-action I believe all engineers need to embrace. Read the article, “Engineers: Why Aren’t You Doing Work For Good?“

Is this a calling that resonates with you? Do you think it’s feasible? If so, how can we get there? I would love to hear from you.

Ryan Martens is CTO and founder of Rally Software, a recovering Entrepreneur-in-Residence at the Unreasonable Institute and chief promoter of the Entrepreneurs Foundation of Colorado. You can follow him on Twitter @RallyOn.

I just played our fourth Agile portfolio planning game with a team of executives. First they had to rank and plan a portfolio of new product ideas, enhancements, architectural refactorings, and other work. It’s tough to balance competing priorities against strategic financial targets. Then we simulate a monthly steering council that must react to new learnings, development mishaps and market changes, all while maintaining strategic alignment.

I’ll give you a hint to winning the game:  Turn that waterfall team into Scrum teams early, and pay attention to quality.

Wagged by Plans: Is It Time to Change?

Do any of these problems sound familiar?

Execs play an Agile steering game

• The organization funds all or most proposed projects, and expects to make progress on them all simultaneously.
• Teams adjust each iteration based on new learnings, but the annual plan for the organization does not change.
• Teams adjust, but it’s hard to know whether the adjustments throw the portfolio off-goals.
• Projects are managed within silos; trade-off decisions are not made across the portfolio. As a result, some silos are under-capacity and others are overcapacity. Or, the whole doesn’t add up to the strategic objects for the organization.
• Teams are judged on their ability to deliver value; the portfolio is judged on its ability to meet plan.

If these scenarios apply to you, you’re probably ready to bring Lean and Agile principles into your portfolio management process. Especially if you have already solved these problems:

• Your Scrum teams are cross-functional and persistent and have learned to deliver consistently on iteration and mid-range commitments.
• Your Kanban teams have reduced significant waste in their value stream and consistently deliver to service level agreements.
• Agile teams have achieved a fairly consistent velocity/throughput (amount of work delivered per timebox) while delivering against quality goals.
• The Product Owner group elaborates requirements just-in-time, feeding teams a steady stream of high-value work.
• You have added the structures that enable multi-team programs to coordinate dependencies and deliverables within a closely related group of teams.

In working with earlyvangelists to develop our Agile Portfolio Management solution, we learned that in most organizations the portfolio is managed under the old, plan-driven paradigm, which is at odds with the Agile practices at the team and program level. However, it is equally clear that we cannot begin to challenge that paradigm before we’ve reached a certain level of Agile maturity.

It is too hard to engage the business before development has a track record of success.

It is too hard to build a realistic roadmap before teams have developed a steady velocity.

It is too hard to emphasize steering before teams have the discipline to deliver iteratively and incrementally.

Advance Your Agile Practices: The Agile Enterprise
Our early work delivering the Agile Portfolio Steering service has been exciting.  Fellow coach Isaac Montgomery and I have watched a room simply buzz as a group of leaders begins to imagine and employ the paradigm shift from plan-driven to value-driven portfolio management.

The buzz begins because of the people in the room; namely, a cross-functional group of leaders (directors, VPs, SVPs) from the business, product/portfolio, and technology. Together, we explore and understand the current challenges around building realistic roadmaps, tracking the progress of initiatives, and leveraging the agility of teams without losing focus and alignment. Sometimes this group has never built so shared a view of the organization.

There can be a moment of frustration when we’ve made the challenges so clear. But then the energy gets high as Isaac and I begin to provide possible solutions in the form of Lean practices. Together we dig into redesign their portfolio processes, to inject the visibility, feedback, governance and focus that enables Agile to work at scale.

Rally has already begun to see patterns in the Lean practices that implement more adaptive portfolio management.

• Map the value stream from concept to cash, and build a Kanban board to represent those states. “In Development” is just one state.
• Limit work-in-progress on that board. Fewer initiatives in play means better throughput, productivity, time to market, responsiveness, and reduced risk.
• Emphasize value and budget over cost estimates. This requires new data and a new mentality.
• Provide clear strategic objectives  and constraints, and then let the people closest to the work (the teams) plan the work. Use clear visualizations and data to verify the results align back to the strategy. Help teams adjust as necessary to remain aligned.
• A rolling wave cadence of planning and steering helps your leadership be both strategic and adaptive.
• Effective portfolio management will require planning and learning at different levels of the organization, on different levels of abstraction and strategy, and on different cadences.

The Service: Re-Tool for Agile Portfolio Management
Built on those early deliveries, I’m excited to now offer more generally our Agile Portfolio Steering workshop. I think it provides a powerful benefit through focused work.

Inspired by the lessons of the portfolio planning game, the leadership group works with an Agile coach to begin to redesign its portfolio management process:

• How could we have better value data on proposed projects?
• How can we decide our investments rather than be wagged by cost projections?
• How could we fund fewer projects?
• How could we commit to goals rather than to lists of features?
• What data would we need to be able to steer the portfolio effectively?
• How often should we steer the portfolio? A project? A program?
• Could we reorganize our teams to enhance flexibility?

The outcome might be a new planning process, new data requirements, new progress visualizations, new planning and steering councils, and more.

The service is listed as “2 days”. In reality, we have learned that a leadership group might not spend two whole days in a room with us, but the hours they commit will be intense, with short breaks and working lunches, because this work matters. Dollars are at stake; business success is at stake. We will work together to design the right on-site session.

Stay tuned for more details during our Dec 6 and beyond launch events. We look forward to working with your organization, to understanding your context, and what challenges you have to align the work of your Agile teams and your strategic goals. What prevents you from delivering all the value you could to your business?

As Rally’s “Solutions Evangelist”, Ronica Roth promote solutions for our customers that combine product and process. She also promotes fun that involves mountains and snow.

In a continuation on my last post on Eric Ries and The Lean Startup, I wanted to share how these concepts continue to ripple through Rally. (Learn more on how to apply these topics in your business at our upcoming in-person and virtual Portfolio Management Roadshow featuring Eric alongside an awesome line-up of speakers.)

Three weeks ago while in Denmark, I had a deep dive with customers on the topic. While in Copenhagen Denmark and talking with 40 European customers at Rally’s Agile Open Forum, one of the top 5 questions that group proposed was:

“How can we develop features that give the maximum long-term value and the minimum long-term cost?”

Vist Custdev.com for this "Cheat Sheet"

I believe you will find the answer to this question in Steve Blank’s customer development approach to differentiating new products or simply in the build-measure-learn cycle of Lean Startups. For Agile teams that can already build right and build fast, this answers the question of what to build!

By focusing on the concept of creating “validated learning,” a Lean Startup team does not provide solution development teams stories that are not validated or constructed to validate a hunch.  As such, the Agile backlog becomes prioritized by learning and risk.  The result is a team that couples Agile product development cycles with customer problem discovery and customer solution validation. What is great about this approach?  It works at the whole business or product-line level, and you can also slim this down for use with A/B testing of enhancements too. Your level of application only depends upon your scope as well as the scale and maturity of your Agile efforts.  The more Agile your enterprise is the more leverage you can have with these techniques.

The result of this work allows you to determine, if there is desirability for this solution before you commit to ship it.  As a result of understanding the intersection of feasibility, effectiveness and desirability, you can be sure to deliver features that have maximum value.  And, by working with a minimal viable product (MVP) concept, you can be sure not to overbuild that solution too.  In this way you can be sure to build the features with maximum value and minimal long-term cost.

To me, Lean Startup is a method to drive continuous innovation and brutal, entrepreneurial prioritization. But taken to the extreme, Lean Startup is a way of being and acting and can become an attribute of culture. In addition to speaking and teaching on the topic, we have had some customers and partners come to learn, teach and do with us. The following efforts demonstrate how these activities can become cultural.

Act like a scientist, not a fire fighter

In a tradition of Lean companies, we had one of our largest customers come visit our office in early October.  He and his company have adopted and scaled Agile very well.  Now, they are focused on creating validated learning to do concurrent set-based development on their toughest problems. He pointed us toward this HBR Article on Decoding the DNA of the Toyota Production System.  You will notice the Lean rules and principles from Toyota support the Lean Startup approach.  This customer’s hope was to share his learning to help make us a better partner.  His trip was a true gift.  Thank you, Pat.

Two weeks prior to our customer visit, our friends George Kembel and Scott Dorsey, from Stanford’s d.school were here in Boulder. The principles and method of design thinking are clearly wrapped into the Lean Startup.  In design thinking, the iterations include practices to empathize, ideate, prototype, and test/reframe. Typically, these cycles are used to create the initial design of a new product or service, but not at the d.school. In the d.school, students take these concepts into more of a continuous cycle to help shape emerging services or social startups. Like Lean Startup, the d.school is learning to run people and teams through fast and continuous cycles of build-measure-test to create a “continuous innovation to create radically successful” efforts.

In a serendipitous way,  I taught a seminar on customer development and business model canvas approaches to fellows at the  Unreasonable Institute.  In September, Zach did a crash course on “Why Lean Startup Approaches Work” for 120 folks at the Silicon Flatiron’s portion CU Law School and Boulder/Denver New Tech Meetup.  Like my first post said, it has truly been Lean Startup everywhere at Rally.

If this post was not concrete enough for you, my final Lean Startup post is on “How to Apply Lean Startup to Your Agile Rollout.”

Ryan Martens is CTO/Founder of Rally Software, a recovering Entrepreneur-in-Residence at the Unreasonable Institute and chief promoter of the Entrepreneurs Foundation of Colorado. You can follow him on Twitter @RallyOn.

With the publishing of Eric Ries’ book, The Lean Startup, I can barely go a day without talking to someone about it. Eric clearly executed a lean startup on himself and this topic – by focusing on learning. Eric started much of his work a couple of years ago with his blog Startup Lessons Learned and by publicly speaking on the topic. I saw him first at Return Path, a local Rally customer, in May of 2010.  Since that time, he has continued to refine the principles and collected great stories for this book that speaks equally well to an new entrepreneur as a seasoned business professional.

The book is just a fantastic and hard-hitting summary of this approach to business, as well as a manual on how to teach entrepreneurial behaviors.  If Eric was a seasoned author, this would be a great book, but given the fact it is his first effort – it makes the book astonishing.  It debuted at #2 on New York Times Bestseller list!

If you do not know Eric or The Lean Startup model, it works by developing product/service in parallel with the customer in a market.  The method can be summarized by three words executed repeatedly; Build, Measure, Learn.  These cycles continue to help you assess whether to stay the course, pivot or stop.  The Lean Startup is a combination of applying Agile Development, and Customer Development methods, but draws on Lean, crowd sourcing/social and complexity to create a true collection of thinking and acting tools for today’s complex world.

Eric’s sub title really sums the book up well –

How Today’s Entrepreneurs Use Continuous Innovation to Create Radically Successful Businesses

… as these ideas and thinking apply equally as well for venture-backed tech startup, impact investing, social startups or internally funded intrapreneuring efforts.  If you read his blog, you will see he A/B tested about 20 sub-titles to come to this one. So, not only is a great sub-title, but it is one that attracts the right market.

Have you clicked on the book image to buy it yet?  No?  Let me try one more thing!

For Agile teams, programs or enterprises, the message from this book should be clear: you need to start applying customer development approaches to the front-end of your Agile efforts. You can read about Rally’s latest customer development in the Making of Project Stratus; and you can see the results of these efforts at our Agile Portfolio Management launch in December.

As part of this launch effort, Zach Nies and I have been given a great gift in the last month of continuous lean startup (more on that in later posts). Last week, I found out that Zach and I will have the opportunity to interview Eric live on February 2^nd.  If you don’t buy the book, you should at least register for the 1 hour video event.

Ryan Martens is CTO/Founder of Rally Software, a recovering Entrepreneur-in-Residence at the Unreasonable Institute and chief promoter of the Entrepreneurs Foundation of Colorado. You can follow him on Twitter @RallyOn.

October and November for me are going to be months of travel. Specifically travel in Europe. I’m excited about the opportunity to bring my passions in and around the world of Agile to some great conferences in London, Aarhus, Copenhagen, Stockholm, and Malmo. So, I offer this video as view into where I’ll be, when I’ll be there, and what I’ll be talking about. As you’ll hear me say in the video, I hope to see you there!

For more information on the conferences:

Agile Business Conference, London UK

GOTO Conference, Aarhus Denmark

Oredev, Malmo, Sweden

Jean Tabaka is a frequent flyer on no particular airline, an author and Agile Fellow at Rally Software Development. You can follow Jean on Twitter at @jeantabaka

Last week, Zach and I enjoyed the incredible opportunity of engaging in a video interview with Geoffrey Moore on his new book, Escape Velocity.  First things first, for those of you who didn’t attend live, the archived webinar and slides are now available.

The book really hit home for me because, at its core, its really all about steering the Agile business. It provides both the new portfolio models and the specific stories for executives, as well as Product and Development teams to escape the “pull” of the past successes and set yourself up for the next success.  Specifically for development teams making the transition to a more Agile execution model, Geoffrey describes ways to work the budget/portfolio process to invest in the further development of the companies crown jewels.  With this kind of strategic investment, you can work to create your unmatchable offer power that wins customer market while increasing company power necessary to become a top tier play in your category. Geoffrey really connected the topics from the book with his perspective on the value of Agile development:

“Agile puts you in the problem state with the end user, live in that problem state and drive backwards on how to get there.  If there is an opportunity for a breakthrough, you will find it before anyone else does.” – Geoffrey Moore

Take the next step
I highly recommend buying the book, if you haven’t already.  In addition to standard e-book, hardcover and audible versions of the book, Geoffrey has released a real innovations for his new and 20 year fans. With Escape Velocity, he created an enhanced ebook on Amazon with embedded videos and an enhanced ebook for the Ipad/Ibook with links back into past books and models. There is now one source for everything Moore!
Geoffrey’s book has specific strategies for transforming vision and strategy.  These strategies should be easier for Agile teams that can support fast learning. If  however you are looking to first transform execution power to enable your escape velocity, don’t miss some of our great content to support your Agile adoption:

• If you currently use Agile at the team or multi-team level or are brand-new to these concepts, share one of our online Agile toolkits with your team:
  • Iteration Planning Toolkit
  • User Stories Toolkit
  • Multi-team Release Planning Toolkit
  • Project Managers Toolkit
• If you want more education in this webinar format, sign up for our ongoing Agile Webinar Series. Our next topic is Agile in High Assurance Environments, led by author and methodologist Dean Leffingwell and our own Craig Langenfeld.
• If you want to make the case for Agile development in your organization and learn why it’s becoming the norm, get the Forrester report on Agile development trends and tools.

Please let us know what you thought of the webinar by commenting on this post.

Ryan Martens is CTO/Founder of Rally Software, a recovering Entrepreneur-in-Residence at the Unreasonable Institute and chief promoter of the Entrepreneurs Foundation of Colorado, you can follow him on Twitter @RallyOn

As larger organizations are diving into using Agile methods, we hear a lot of questions about how teams integrate various specialities and skill distributions. One common question that is frequently asked by traditional UX departments is “How will our work and focus change?” Moving from traditional design practices to agile design practices is a big step and requires a significant shift in both thinking and approach.

Jeff Gothelf is the Director of User Experience at TheLadders.com and is at the fore-front of the Lean UX movement. Jeff is also active in the Lean Startup community and posts frequently to his blog and twitter (@jboogie).

I first ran across Jeff at a talk that he gave at the SXSW conference this past year called “Lean UX: Getting Out of the Deliverables Business.” Jeff’s talk was excellent, extremely well-received by the audience and heavily discussed across the Lean UX and Lean Startup communities for quite a while after the conference. I frequently send copies of his Smashing Magazine article (written to accompany the SXSW talk) when UX teams enquire about the shift to agile thinking.

In this post, Jeff shares his experience in addressing the top 3 reasons that designers initially object to agile and ways that we can help introduce alternative thinking to traditional practices.

———-

When first introduced to Agile thinking and processes, user experience designers often balk. Years of software projects and interactive agency-driven initiatives have built strong waterfall muscle memory. Successfully integrating these designers into Agile teams and, more importantly, Agile thinking requires allaying their most important concerns. The three objections below are not the only obstacles to Agile and UX integration but they are the biggest ones. I’ve provided ways to overcome these issues that have worked with my team at TheLadders. Succeed here and you’ve taken a significant step towards creating a higher-performing team.

Objection #1: No more BDUF
BDUF stands for Big Design Up Front. It is what’s known in the waterfall world as the “Design Phase” – a period of time that can last anywhere from a couple of weeks to a couple of months where designers can take the project’s requirements and ideate, at length, over how the solution will manifest in interactions and aesthetics. Designers will typically explore various workflow options, data collection tactics alongside aesthetic, layout and typographical treatments. Even with the addition of a Sprint 0, which allows designers one sprint to get “ahead” of the development team, BDUF vanishes. Designers new to Agile will protest that they are not given enough time to think about the solution and that in no way can they turn around a design in the given timeframe. This resistance alone can quickly kill the momentum of an Agile team.

To understand how to resolve this issue, we need to examine its root causes first. BDUF allows designers time to think about the entire experience the team is building. The expectation is that at the end of the design phase, the entire product is designed and spec’ed out. In addition, this is typically the first and last time the designer will get to spend a significant amount of time on the project so everything must also be right as there’s no (significant) going back.

When introducing Agile to designers, it is imperative to stress that they focus on only a sprint’s worth of design work. In fact, they should hesitate to design too far “ahead” of the development team as priorities may shift after each incremental release and that additional work may go unused. Focusing on a sprint’s worth of work dramatically reduces the workload for the designer. All of a sudden, turning around a much smaller amount of design work becomes much more realistic in the given timeframe.

Second, Agile is iterative. There will be another sprint and it will provide another opportunity to refine and build on the work currently being implemented. The waterfall designer’s mindset doesn’t expect that. The expectation is that the work will be launched never to be touched again. By convincing your designer that this is the first iteration of the implementation, that learnings will be collected and that subsequent iterations will give her opportunities to update, improve and resolve the UX you begin to alleviate the concern that a less-than-finished piece of design is released to customers.

Objection #2: Minimum Viable Product
Designers don’t design Minimum Viable Products. They design robust experiences that demonstrate years of training and skill. The idea of putting out an experience that is “good enough” is antithetical to a designer’s mindset. To her, it feels like half-assing the project.

“Yes, I can lay out a simple, grayscale grid that displays the data but with a few more days I can create color-coded representation of that same data complete with hover states and interactive menus.”

This is a variation on a common refrain from designers new to Agile thinking. The idea that each iteration is being used as an experiment to prove a hypothesis runs counter to the on-the-job training many designers receive at companies and agencies they’ve worked with in the past. In those scenarios, there was typically a “big idea” conceived by a high-ranking stakeholder and the team executed that idea to its fullest. There was no opportunity to get a lightweight version of the idea out, validate it’s potential and iterate from there. This is the true power of the MVP.

A good UX designer is well-aware of the benefits of customer research. Couch the MVP as just that – a way to ensure we’re meeting customer needs. What is the least amount of product we can design to prove this approach is valid or not? Using the MVP as a research tool puts it neatly within a familiar UX toolkit, demystifying it and increasing the designer’s level of comfort with the technique.

There’s a second challenge with the MVP – who gets to define what is minimally viable? In many organizations it’s the development team. In others it’s the product owner. As the responsible party for the User Experience, the designer wants a say in this decision. By including the designer in this decision, you, again, increase their comfort level with releasing what they feel is an incomplete product. Because they had a say in it, they can reconcile the experience in their minds as “complete enough” for this iteration.

Objection #3: Collaborating with non-designers
Agile espouses collaboration and conversation. Designers are comfortable with these tactics, as long as their collaborators are other designers. When asked to discuss their unfinished work with their teammates, defense systems are engaged. At the root of the problem is the designer’s sense of uniqueness and value derived from a belief that only designers can design. Hence, why should she consider the opinions of a software engineer regarding the informational hierarchy or layout of the page? This objection is exacerbated by the other two mentioned earlier. The lack of up front design team and a drive to release minimally viable experiences early on leads to what designers perceive as “unfinished” work. It’s one thing to show rough sketches (both literal and digital) to another designer but a non-designer will likely misunderstand it, provide feedback on the wrong elements and critique elements that aren’t fully baked.

To mitigate this, focus these conversations with non-designers more on functionality and feasibility rather than design elements. Review the rough work for the interactions and data requirements and set those expectations up front. Stress to your designer that discussing these directional sketches earlier in the process provides the developers with a better idea of what they’ll need to do, especially on the back-end, to bring this experience to life. If done well, these initial conversations will build a level of trust between designers and others on the team paving the way for more open discussion and the ultimate contribution of everyone to the design.

While there are other reasons designers struggle with Agile adoption, these three are the hairiest ones to overcome. Each one is a challenge and can take many months to get through. The mitigation tactics laid out in this article are techniques that have worked well for TheLadders. They are, by far, not the only way to bridge these gaps and bring teams closer together. What’s worked well for you? What other objections do you think should be on this list?

Ben Carey is an Agile Coach with Rally Software. You can find Ben on Twitter at @bencarey

Rally was founded shortly after the signing of the Agile Manifesto, the document created at a 2001 meeting of leading software developers at Snowbird, Utah, that gave rise to the Agile movement. Since then, Rally has taken what we’ve learned from leading countless enterprise Agile transformations and funneled our collective experience into a formula that includes our Agile ALM platform and products, our expert coaching services, a vast library of educational resources, and a supportive community for asking questions and sharing advice. In celebration of the 10-year anniversary of the signing of the Agile Manifesto, Rally had a special commemorative activity at the Agile2011 conference.

Bryce Widom, chalkboard artist and painter, joined us and literally drew, in real-time, the history of Agile. Rally team members and conference attendees collaborated on the stories that made up this “Road to Agility” starting with the Agile Manifesto, and continuing with important milestones such as Dr. Dobb’s Agile adoption survey, Forrester’s Agile ALM Wave report and the formation of the PMI’s Agile community of practice. Bryce also drew colorful stories that illustrated benefits of agility from companies like Betfair, John Deere and McKesson.

Announcements

The announcements we made at the conference are a culmination of Rally’s experience in helping organizations expand Agile practices to maximize value across the entire organization, along with strengthening support for multi-process development (check out these video interviews on SSQ’s blog to hear more). Our first announcement highlights Rally’s support for multi-process Agile. As Agile moves deeper into new functional areas, Rally’s Agile ALM platform, products and coaching services have been evolving to meet these diverse needs. When Scrum is not the best fit, we include support for other Agile methods such as Kanban and high-assurance methods to ensure that we can be the go-to partner for all enterprise Agile roll-outs. We announced:

• Enhanced Kanban support, including support for Class of Service highlighting and reporting. Read this product blog post for more details.
• Support for new customizable defect reports that support all processes.
• A new Iteration Summary Panel for Scrum teams that provides in-product coaching assistance. The panel guides teams based on their performance and offers coaching-authored best practices.
• Apps that support traceability and documentation in Rally within High Assurance organizations (check out this blog series on High Assurance Software Development).

Our second announcement signifies the bridging of Agile into the Project Management Office (PMO). In its 10th year, Agile’s mainstream appeal has broadened its reach from the technical to the business parts of the organization. We recognize the trend and are helping to ease the transition for all parties. We announced:

• Unmatched integrations with industry-leading Project and Portfolio Management (PPM) vendors like Oracle Primavera, CA Clarity, Daptiv, and Planisware.
• An update to Rally Idea Manager, the leading Agile ALM demand management solution. This release bolsters the integration with Rally and provides a new leaderboard to drive end-user engagement.
• Availability of a new Agile Portfolio Steering services offering. This offering represents the next frontier of Agile and includes an interactive simulation to facilitate collaboration between Agile teams and business stakeholders.

Field Guide

At Agile2010, we provided vuvuzelas in celebration of the World Cup and, while I’m sure that many of you annoyed your families with these, we decided to leave you with a lasting educational giveaway at Agile2011. We assembled a content guide written by our coaches on Agile best practices. We hope you find this field guide useful in your day-to-day activities – download your copy here.

Thanks to everyone who contributed to the “Road to Agility” illustration, whether you were at Agile2011 or were following our progress on Twitter, Facebook and Flickr. In addition to celebrating the 10-year anniversary of the Agile Manifesto with the community at Agile2011, Rally also embraced the opportunity to reflect on how much we’ve learned from helping some of the world’s largest organizations apply Agile practices. We look forward to making continued meaningful improvement in our industry, and leading the next 10 years of Agile innovation.

Todd Olson is VP of Product at Rally Software. He is a marathon runner and cake baker. Find Todd on Twitter at @tolson.

Ryan in the cockpit with Tim the ISG System Tester

The Intelligent Solutions Group at John Deere recently confirmed that they have been engaged in a large-scale Agile transformation since 2010. Chad Holdorf, Scaled Agile Coach at John Deere, has been sharing news about agile in his blog, Scaled Agile Delivery, since 2008. Chad’s blog is packed with useful information and fun videos including recent posts about Deere’s tool selection process and teaching Scrum with Legos. Deere’s Agile experience is also included in Dean Leffingwell’s new book Agile Software Requirements: Lean Requirements Practices for Teams, Programs, and the Enterprise Requirements and on Dean’s blog.

At Rally, we are proud to be a part of John Deere’s successful Agile rollout, and I just retuned from a visit to Deere’s facility in Des Moines. I want to give a huge shout out to Chad and thank the entire ISG team for hosting me for two days. I especially want to thank them for letting me see their cool work in action. (see photos of ISG controllers steering the 8 wheeled tractor that I was driving!)  These guys are working hard on solutions that help us build more agile farming and construction solutions to help feed our growing planet.

On the trip, I got to ask Chad a few questions to highlight their blazingly fast rollout efforts.

1. When people think about John Deere, they likely picture big tractors, not software. Why Agile?

The Intelligent Solutions group designs the technology that runs our vehicles. This includes things like displays and receivers, guidance systems, field and crop management, and information and logistics systems. About a year ago, we were faced with a hard deadline for shipping a new display in a very short timeframe. It was a do or die situation. We knew then that what we had been doing wasn’t going to work for this effort. We really had no other choice but to go Agile then, and we’re still reaping the benefits now.

ISG video controllers in the tractor above

2. I know you made the deadline, but tell me more about getting 600 people to go Agile in a year?

We took an “all-in” approach. We wanted to get everyone on the same page right away, immerse them in training and Agile concepts and kick off our effort at once. Sure, it was a lot of heavy-lifting, but it really paid off when we saw the results. We moved a huge project through our pipeline in a third of the amount of time it would have taken otherwise.

3. So did the other shoe drop? How did people react to transformation? What’s different now?

We have smart, talented people. We knew that if could figure out how to get out of their way, we would improve. Since going Agile, we’ve seen huge buy-in and ownership from the teams. They have embraced the collaboration, creating team names, ribbon-cutting ceremonies and even mascots. Physical spaces have also changed. Walls have come down and work spaces are more physically open and collaborative. It’s all part of letting people do the right things. For the first time ever, we didn’t have anyone working over Thanksgiving or Christmas — and that’s even with a big end-of-year deadline. Efficiency has been huge. What would have taken us two months before, now we deliver in two weeks. I figure if John Deere can test working software every two weeks on a tractor in a field, then Agile will work anywhere.

4. You have told me about your “OSM,” can you share more with others about this key event?

After our release planning, we have an “Oh $%it Meeting.” We use that meeting to help give visibility to and cover all the contingencies and gotchas. We’ve found that it helps to refine our next iteration and make sure that we have covered everything and are ready to start the iteration.

5. I look forward to my visit this month, but give me a heads-up; What’s your next mountain to climb?

We have a few. We’re always measuring our success to make sure we’re delivering what the business needs. We’re also working to keep learning and growing our technical understanding and to encourage a culture of innovation by empowering our people to get their ideas on the table. It’s really about continually working to assess our efforts and understand how we can improve. We’ve had a great deal of success, but we’re always looking to get better.

Ryan Martens is CTO/Founder of Rally Software, a recovering Entrepreneur-in-Residence at the Unreasonable Institute and chief promoter of the Entrepreneurs Foundation of Colorado, you can follow him on Twitter @RallyOn

Six weeks ago, I turned off the the Rally Software hose of work, and turned on a 24 hour by 7 day per week fire-hose called the Unreasonable Institute 2011. Now I am back to tell about the sabbatical that I introduced to this blog back in June.

Fellow on stage at The Unreasonable Climax - George Bernard Shaw looking on

I am NOT leaving Rally to start a social venture, though many people asked me that question over the last six weeks. Instead, I am investing with other Rally employees at creating a social enterprise inside of Rally.

Wow – that was fantastic experience with 26 entrepreneurs from 11 countries who all have the potential to change the lives of 1 million or more people.  There was so much energy at that place, I did not get recharged; I got energized. I was brought into a great family and I feel great about helping on so many levels, but I do not long for the lonely start-up days again. Given the success we have all had at Rally and the culture for give-back and entrepreneurship, I feel like I/we will have a huge impact on the world by intrapreneuring on the Rally Foundation.

What most people do not realize is that the Unreasonable Institute was the perfect place to incubate our new social venture, the Rally Foundation.  The Rally Foundation is our own social venture that we are developing to help social enterprises around the world use agility to amplify their impact. My sabbatical just put more fuel behind that fire and taking time to talk again with Suzanne DiBianca from the Salesforce Foundation and Brian Breckenridge from LinkedIn really stoked the fire with successful social enterprise case studies.

By immersing myself into the world of the Unreasonable Institute, I was able to gain empathy for these social entrepreneurs, engineers and funders. As such, I created an empathy map to help understand and share the pains and true needs of these organizations. With these early hunches articulated, our Foundation team is now running the customer development process to help us make this initial launch of the foundation very successful.

Now I was not just on a research mission to help our Foundation; I was there primarily to mentor the 2011 Fellows and to help them create successful social ventures. I was also a member of “the team” of the Unreasonable Institute as a recitation leader. No matter which these perspectives you look at, the sabbatical was a huge bonfire of success.

Mentoring fellows

As a mentor, I focused my attention on teaching the Steve Blank’s tools of customer development and the Burt Decker techniques of public speaking. On the first Tuesday of the Institute, Ben Carey and I taught a morning session focused on customer development and business model generation. In the afternoon, we did 1:1 sessions with fellows on their models. That satisfied most people’s needs, except for Anne at Afroes.  I had the good fortune to work with Anne for the next four weeks on the shape of her business model and canvas.  The business model canvas and the basic four steps of customer development allowed these fellows to tease apart their businesses and tell a story using very simple business language. As I wrote in the Unreasonable Blog, most of these business models are very complicated by multiple customer segments, value propositions and revenue/impact drivers. Before these models, it was very hard for these entrepreneurs to tell simple stories about their ventures.

The first pass at a business model canvas by one fellow

As the pressure built on the fellows toward their funding trip to San Francisco, I got more and more requests for presentation feedback and coaching.  I turned to my Decker training and grid to help these folks. With the help of another mentor, we focused the grid by locking in the three points on:

1. 50,000 feet to tell the story of problem/solution
2. 30,000 feet to tell the story of product/market fit
3. 3 feet to tell the managerial economics story of why the venture works and scales

As some of the 20 Rallyers who attended community pitches and the Unreasonable Climax, they could see the Decker grids emerging. I used my Ipad to film and review pitches 1:1 with the fellows. It was a powerful and rapid feedback cycle. It was not the 9 video sessions I did at Decker training, but it was fast learning.

Running a recitation

As a member of the 2^nd-year Unreasonable team with Daniel, Teju, Tyler, Ceasar, Megah and Lindsey, I was just a part-timer.  My title was Entrepreneur in Residence (EIR), and I ran a recitation and facilitate the final group retrospective. I did not live next door to the mansion or run the 24X7 full emersion like this team. I lived four miles away with my family, and friends. My role as a member of the team was to run one of the five weekly recitation groups – mine included Maria, Cynthia, Luis, Jamie and Myskin.

The recitation process was new this year and worked well, but not great. Given the fully packed schedule of the Institute, the opportunity to take meetings while in the US, and the fact that most of these entrepreneurs were still running ventures; it was hard to keep the rhythm of Saturday recitations from 3:30 to 6:30 PM. I tried to structure our group around the highly successful Entrepreneur’s Organizations forum groups. These peer-to-peer forums allow young leaders to get coaching and mentoring from their peers. Because we could not hold the meeting times, the forum structure did not hold either.  However, given the 24X7 live-in format of the Unreasonable Institute, there was no shortage of peer support. This group formed into a family very quickly. We saw birthday parties, engagement parties, family picnics, late-night club dancing and some very sad good-byes. I enjoyed our recitation. It got me a closer look at the real lives of these young social entrepreneurs.  As I am not much of an executer, I believe we could have done better and that other groups were more successful in this structure.

Researching problems for our Foundation

Though I stopped my flow of work, I did not stop my flow of non-profit work. As the Institute ran, I continued to run the Entrepreneurs Foundation of Colorado and be an active member of the Rally Foundation team. I even had both these teams meet at the Unreasonable Mansion to help experience the place and people up close, including the lack of air conditioning. After Ben and I did the customer development class, I became convinced that our Foundation team needed to follow that model too. As part of my time at the Unreasonable Institute, our team did interviews with the Salesforce.com Foundation, Linked-In Foundation, Unicef, IDEO.org, Engineers without Borders and Engineering for Developing Communities as well as a number of the fellows. It was a target-rich environment and we sized the moment to kick-off our problem/solution discovery process.

I am very happy with the time I gave to the Unreasonable Institute this summer. I would encourage other Rally sabbatical takers to follow a similar approach and get into the context of their future while on sabbatical. I was able to give, learn and grow by jumping in with this very unique situation. As a result, I helped build the wave of momentum behind the launch of the Rally Foundation – our social enterprise.

Finally, I am wrote this on a plane headed toward Tofino BC, Canada for a real vacation.  My sabbatical was not what most people think of as a break. It was a fantastic opportunity afforded me by 7 fun years at Rally; but I did catch Coho salmon and surf Canada on a real vacation.   I hope everyone is having a great time at Agile 2011 with the illustrations and the great announcements this week on Kanban, reporting, idea management and portfolio management partners.

If you want more details on the Unreasonable Institute, the fellows or my blow-by-blow account, you can:

• Enjoy the twitter stream for #unreasonable2011,
• See the chatter on the Unreasonable Facebook site
• Watch the first three Unreasonable.TV episodes for 2011; or
• Read my three blog posts on the Unreasonable Blog.

Ryan Martens is CTO/Founder of Rally Software, a recovering Entrepreneur-in-Residence at the Unreasonable Institute and chief promoter of the Entrepreneurs Foundation of Colorado, you can follow him on Twitter @RallyOn