Letting the cards speak: Agile planning for SharePoint

idea. plan. deliver.

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Enrique LimaPrincipal Consultant

Letting the Cards Speak: Agile Planning for SharePoint


Housekeeping…

•Download EventBoard Mobile and remember to fill out session evaluations…

•Phasers set to stun, mobile devices set to silent…•You must be present to win at the wrap-up…


•Enrique Lima• [email protected]• MC*• Principal Consultant • MCT- Regional Lead (East US)• @enriquelima - twitter.com/enriquelima

• Member of INETA

Who am I?

mailto:[email protected]

We interrupt this program …

• Stop asking questions, just build the thing already.

• Of course I am sure what I want• No, no need to document it, we are set on

what we want• Change our mind? US?!? No, never!• Any and all comments similar to your

reality are … pure coincidence!• Otherwise it would just be weird


Agenda• Being Agile, and what that means• Requirements Management Defined• What defines the vision?• How do we make it our mission?• Validation and verification• Measuring success• Tools and Styles

It should all start with an idea!

It’s just that simple … we are done!

You are not paid to think! You are paid to do!


What is Agile?

“Agile is now widely recognised as a project delivery and general

working approach with a proven track record of delivering more business value faster through higher quality deliverables in

comparison to traditional methodologies.”


The Agile Manifesto

We are uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value:

Individuals and interactions over processes and tools

Working software over comprehensive documentation

Customer collaboration over contract negotiationResponding to change over following a plan

That is, while there is value in the items on the right, we value the items on the left more.


Being Agile, and what that means

•Agile vs. agility•Agile never said “Do not document”•Agile does not say “Requirements? We don’t need them”•Agility gives you the flexibility to change•Agile gives you the methodology to drive and monitor that change


Let’s compare …Fixed Agile

Ability Static, like a building’s height Can grow, like muscle

Goal Look good, finish Learn, evolve

Challenge Avoid Embrace

Failure Defines your identity Provides information (See red, green, refactor)

Effort People with no talent do this Path to mastery

Reaction to Challenge Helplessness Resiliency


Requirements Management defined

The process of documenting, analyzing, tracing, prioritizing and agreeing on requirements and then controlling change and communicating to relevant stakeholders. It is a continuous process throughout a project. A requirement is a capability to which a project outcome (product or service) should conform.

Someone, somewhere decided that either you apply Agile literally or you are not agile. Some other dude, in some other place decided if you document then you are not Agile.

They want to increase traceability, yet …We should not document, documentation is tedious and unnecessary.

Is It???!!!???

Gathering or eliciting requirements is essential to know where we are going, what is needed, what needs to be satisfied

I distinctly

said monorails!

Did not!

B.C. by Johnny Hart


Requirements, Requirements, Requirements!

•EPICs, stories•Requirements•Help define what the client/customer/stakeholder will be accepting.


•As a user, I want an HR System

Anatomy of an EPIC


•As <a type of user>, I want <identify the goal> so that <reason>

Anatomy of a story



Requirements and the Activities behind them

•Be a CSI▫ Investigate

•Adopt a can do attitude▫Feasibility and flexibility

•Celebrate your victory▫Release

•Think outside the Box▫Design

•Always wear a hard hat▫Construct and test

•Master your trade▫Trade-off that is


What defines the Vision?•Make it EPIC!•Be able to make it smaller and attainable• “Aim small, miss small“•Become a story teller• Identify a clear and concise story•Know thy path!


What defines the Vision?•Tell me about how you like your Peanut Butter and Jelly sandwich

•Use Ron Jeffries’ three Cs▫Card▫Conversation▫Confirmation



How do we make it our mission?•The EPIC grand tale becomes a Story•Turn the story to an action•Measurable stories•Stories become a detailed task

•Give them weight!• Learn to play Poker.•0,1,2,3,5,8,13,20 …


How do we make it our mission?•The Power of the Card!•Manage Progress!•Manage Change!•Wait, this sounds like a contract!• Involve, engage, commit!•Reach and define Minimal Viable Functionality (What needs to exist at

Day 1)


Validation and verification•Know where you are going•Know how to get there•Know when you have arrived•Receive “the reward” for having arrived.

•Building the right solution is not the same as building the solution right


Measuring success•Was the goal to …▫Get there?▫Get there fast?▫Get there with time left on the clock?▫Get there before anyone else?▫Get there somehow?

▫Wash, Rinse, Repeat.


Tools and Styles•Electronic or Hardcopy?▫AgileZen▫Pivotal Tracker▫Visual Studio Online▫Trello▫Uzility▫Combination?

TFS SharePoint


In closing …

•Would it help deliver better solutions?•What about adoption?

•Remember MVF


Resources http://geekswithblogs.net/enriquelima http://www.intentionalthinking.com http://uzility.com http://visualstudio.com http://trello.com http://www.mountaingoatsoftware.com

http://geekswithblogs.net/enriquelima

http://geekswithblogs.net/enriquelima

http://www.intentionalthinking.com/

http://uzility.com/

http://visualstudio.com/

http://trello.com/

http://www.mountaingoatsoftware.com/


•Enrique Lima• [email protected]• MC*• Principal Consultant • MCT- Regional Lead (East US)• @enriquelima - twitter.com/enriquelima

• Member of INETA

Who am I?

mailto:[email protected]


Join us at #SharePint sponsored by K2 at World of Beer of Reston in the Towncenter just across the bridge

Why? To network with fellow SharePoint professionalsWhat? SharePint!!!When? 6:00 PMWhere? World of Beer Reston1888 Explorer StreetReston, VA 20190

Thanks to?K2!


Technology

Letting the cards speak: Agile planning for SharePoint