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BT1 Session 6/6/2013 10:15 AM "Improving Service Delivery through Performance Improvement Techniques" Presented by: Marisa Müller Micro to Mainframe Brought to you by: 340 Corporate Way, Suite 300, Orange Park, FL 32073 8882688770 9042780524 [email protected] www.sqe.com

The Four Dimensions of Performance Improvement

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Once upon a time, in a land far, far away, a team dealt with unrealistic deadlines, impossible stakeholders, and demotivated testers, who had no time to do things smarter and faster, just hammering away on the project “hamster wheel.” Then one day, as if heaven sent, a magical, but systematic approach to performance improvement, solving performance problems, and enhancing testing service delivery arrived in the form of the Four Dimensional Performance Improvement model. Marisa Müller describes this model that recognizes that performance relies on more than just people. Four dimensions of performance improvement—worker, workplace, work, and world—make up the total system. Marisa shares how her organization went about identifying and closing gaps, and provided empirical evidence that raised the understanding of the important value added by software testing. Join Marisa in exploring practical ways to apply to your own team what they did and empower you to transform testing’s value add and service delivery.

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  • 1. BT1 Session 6/6/201310:15AM "Improving Service Delivery through Performance Improvement Techniques" Presented by: Marisa Mller Micro to Mainframe Broughttoyouby: 340CorporateWay,Suite300,OrangePark,FL32073 [email protected]

2. 3. Marisa Mller Micro to Mainframe (Pty) Ltd.Marisa Mller is director of people management at Micro To Mainframe (Pty) Ltd., a wellestablished professional software testing services company in Johannesburg, South Africa. MtoM provides specialized testing services generally in the banking and finance sector. Marisa has spent the last six years perfecting a performance improvement process for testing teams, improving testing service delivery in corporate environments. A seasoned HR practitioner with more than twenty-four years of experience and Certified Performance Technologist through ISPI, Marisas goal is to get the best work from IT professionals. Her passion and expertise lie in performance improvement. 4. 2013/05/31The Four Dimensions of Performance [email protected] M Muller From Johannesburg, South Africa 23 years in People Management 12 years specialisation in performance management 6 years hard labour in the IT & Testing arena perfecting performance improvement Corporate world vs testing purist Runner Batman groupie Sci-Fi geek1 5. 2013/05/31Micro To Mainframe (Pty) Ltd Real testing done by real people Innovators, Rule-breakers and Change-makers Unique approach to message based testing Our mantra: Adding value to the hour Main client base: global financial markets Areas of specialisation: SWIFT & EMVWhat we will share with you today:Taking brilliance to the next level: Adopting a systematic approach to performance improvement Solving the right performance problems Innovating Enhancing testing service delivery Its about working with people and getting the best out of them2 6. 2013/05/31What is Human Performance Technology? Focuses on valuable, measured resultsConsiders larger system context of peoples performanceProvides measurement toolsDescribes solutions clearlySource: Performance Architecture, (2009 ISPI) Addison, Haig & Kearny4 Dimensions:Source: Performance Architecture, (2009 ISPI) Addison, Haig & Kearny3 7. 2013/05/31The principles of Performance Technology R What are the RESULTS we want? S Take a SYSTEM viewpoint V Add VALUE P Establish PARTNERSHIPSSource: Performance Architecture, (2009 ISPI) Addison, Haig & KearnyWorkplace - Organisation Vision Leadership Strategy Products Services Intellectual property Product and administrative support People resourcing, performance managing delivery4 8. 2013/05/31Worker - Individual Skills Experience Thinking The way I test Relationship Building Personal preferences Personal development plan Individual testing strategy Your tester ethosWork Process Generic Testing Process ScopeRepeatPlanChangeAnalysisReflect, evaluateExecute5 9. 2013/05/31World which we function in Market indicators Trends Flags Competitors Differentiators What products/services do our customers/stakeholders want now?6 10. 2013/05/317 11. 2013/05/31bvx t |xThe situation was: Workplace Impossible deadlines Unrealistic stakeholder expectations Stakeholders not seeing value add for testing grudge purchase Testware tools inefficient Onboarding ineffective (people too busy get on with it) time to competence8 12. 2013/05/31The situation was: Workplace Performance management process focused on individual Constant change, wave after wave Mr. Price breathing down our necks Not enough resources Poor project management Less focus on testing, more focus on money and cost savingThe situation was: Work Constant rework New ideas & better ways of doing things cant be implemented NO TIME Inter-dependencies outside of testing created inefficiencies Use Cases & functional specs not of a high standard9 13. 2013/05/31The situation was: Worker: Stressed Excessive overtime Low motivation No time for competency development No time for multi-skilling boredom Limited career prospects within project Project hamster wheel No time for myself:Get me off this projectThe situation was: World Mr. Price & Offshoring threat everywhere Changes never ending do it this way, no, no lets do it that way Unpredictable financial climate The banking world turned upside down10 14. 2013/05/31The results we wanted: Solving performance problems quickly to stop negative impact Becoming more efficient: Identifying gaps, misalignments, duplication, overlaps at all levelsThe results we wanted: Identifying the importance of testing in customer-odds-are Maximising service delivery Raising the profile of testing cost vs value add11 15. 2013/05/31Performance Improvement processSystematic Approach:1. 2. 3. 4. 5. 6. 7.Identify the opportunities & needs Define results Conduct performance analysis Make recommendations Design and develop interventions Implement according to client priority Evaluate effectiveness of the interventions12 16. 2013/05/31Information gathering: We talked to people Knowledge cafs One on ones 360 Degree ReviewsObservations Read documentation Viewed data and test artifacts from QCWhat we found People werent talking to each other gaps in communication Undefined testing processes Problems with inputs into testing Project team lacked synergy Individuals not positioned to their strengths Too much wasted time spent in meetings Stakeholders unfamiliar with testing13 17. 2013/05/31Our interventions: Defining expectations Managing expectations Re-writing job descriptions How we managed performance on an individual and team basis Testing process improvements The power of 3 The testing dashboard How we shared informationWhat worked: Work Solutions Refining test processes eliminated duplication, overlaps and closed gaps Ensuring everyone used the same work processes Taking the BAs, Developers and Project Manager through the testing process Visual representation of the testing progress14 18. 2013/05/31What worked: Workplace solutions Testing environments Reporting structure to stakeholders Defined SLAs better Project Managers better time and resource planningWhat worked: Worker Solutions Re-designed the job descriptions Expectations and review sessions new project & role changes Onboarding process revisited Giving people context of the project and program15 19. 2013/05/31What worked: Worker Solutions Deciding together who was accountable for what Making people aware of all work processes in up and down streams Forming partnershipsGuess what? No one required additional training or formal competency development! There were quite a few individuals ready for promotion16 20. 2013/05/31What didnt work & how we fixed it Expecting line management to do this on their own Being too dictative Giving people total free-rein Telling people once and walking away Not reinforcing the changes agreedAnd we all lived happily ever after Workplace Test team value add realised Test team recognition Employee recognition Stakeholder expectations managed Communication improved & stakeholders informed Testing effort recognised and costs justified17 21. 2013/05/31And we all lived happily ever after Workplace (cont.) Performance management consistent process adding value not an event Focus on improvement Everyone participates, everyone knows how Improved performance = improved service deliveryAnd we all lived happily ever after Work Testing smarter & quicker Innovation Performance problem solving enhanced identify cause and solution quickly Testing process efficient & dynamic Interdependencies with developers and BAs efficiently managed18 22. 2013/05/31And we all lived happily ever after Worker Work/life balance Fighting the right battles Motivated, engaged employees = retention of skill Team cohesion Well rounded employees multi-skilled and competent Sufficient career prospects = retention of skill & knowledge Creativity stimulatedAnd we all lived happily ever after World, finding our place: South Africa only needs to outsource the check-box testing The brain engaged testing and analysis still being done by SA testers SA testers still rank among the best in the world We get to go global!19 23. 2013/05/31Key lessons learnt: Look at the total system not only the individual (15%) Systems thinking approach: Identify Worker, Workplace, Work, World elements and how each impact on current performanceWhat have been our gains? Expedient problem solving Provided empirical evidence to report on performance issues, classifying issues related to Workers, Work and Workplace Achieves raising profile of testing with stakeholders Changes mindset Corrects pre-conceived ideas of value relative to cost20 24. 2013/05/31Experiences gained: The process identifies: What can be improved What the real problem is Where it originates How it can be solved from each angle By involving everyone, you create awareness Take an holistic view Dont underestimate the importance of the human elementPerformance Improvement for dummies: Re-write your job descriptions including elements specific to: Functional outputs Behavioural outputs What needs to be in place for the workplace What processes need to be in place from a work perspectivePerformance measures need to be visible to everyone21 25. 2013/05/31COMPETENCYDESCRIPTION/ GUIDELINESExtract Test RequirementsRead through all client project source documents and extract the complete test requirements. PERFORMANCE MEASURE: Test requirementsare unambiguous, measurable, consistent, complete, concise and business driven.LEVELS OF COMPETENCY (1. Novice, 2. Competent, 3. Expert) 1. Extract test requirements from written documentation. Participate in peer reviews of requirements. Document requirements, according to prescribed standards, in testware tool. 2. Extract requirements when there is no documentation available. Arrange meetings with BAs, SMEs, etc. to gather requirements and arrange for signoff of requirements. Participate in formal requirement reviews. 3. Gather complex or not easily understood requirements from all sources. Lead formal requirement reviews. Define business requirement, if the project requires.EVIDENCE (DELIVERABLES)WORKPLACE / WORK IDEALWORKPLACE: Testable requirements Clear client captured. expectations of test requirement standard Signed-off (accepted) and format. test requirements. Sufficient business Test requirement documentation repository. (complete, concise, unambiguous, etc.) Access to stakeholders. Access to research material and resources. Sufficient time to analyze and extract requirements. WORK: Sign-off process of business and test requirements. Versioning control of business and test documentation.Performance Improvement for dummies: Adapt your performance management process to include all 4 dimensions Adopt a formal process for all new team members or for team members changing roles22 26. 2013/05/31Expectation Sessions Elements: Housekeeping Overview of Testing Project Onboarding Testing Deliverables success measures, reporting, specifics in Work & Workplace Identifying Challenges & Obstacles Consultant expectationsReview Sessions 30, 60 & 90 day Achievements Expectations progress and review Team fit Additional competence required Areas for improvement Testing Consultant feedback23 27. 2013/05/31Onboarding Process Onboarding Plan created Business domain AUT Project overview Content created Customised Topics Onboarding Plan.Information Gathering One-on-one sessions Group forums Practical sessions etc.Onboarding Progress reports Individual check-list Level of competence Practical application 100% Productive Adding value Meeting expectationsOnboardingClient sign-offPerformance Improvement for dummies: Take accountability for: The Workplace E.g. Access to infrastructure, stable test environment, testable AUT, testware, access to developers/BAs, realistic time linesThe Work E.g. Well defined testing process implemented, sign-off process of business & test requirements, versioning control of business & test documentation, defined & documented defect management process24 28. 2013/05/31Performance Improvement for dummies: Change the way you report on testing stakeholder-oddsare Comprehensive view of the testing project. Accurate and timely information allowing them to make informed critical project decisions. Whats going to make them look good?Dashboards Test Programme - business streams in which testing is involved. Test Improvement - initiatives aimed at improving testing. Defect Summary - defects raised, status, turnaround time, issues. Test Team Execution tests passed, tests failed, outstanding per functional area. Resource Allocation - across different streams, breakdown of activities. Leave Schedule - For resource planning purposes. Downtime Log - Due to environmental issues, blocking defects, maintenance, etc25 29. 2013/05/31QuestionsConclusion Dont look at performance issues 1 dimensionally there are 4 dimensions Focus on the holistic system we function in Real people doing real testing Getting the best out of testers Getting the best out of yourself26 30. 2013/05/31CONTACT DETAILS Marisa M Mller Director: People Management [email protected] www.mtom.co.za www.swifttesting.com www.testingemv.com Tel.no.: +27 11 547 7900 Mobile: +27 72 576 249327