Cadenced flow overview

Cadenced Flow:A principled approach to

lean-agile organization design

Matt Barcomb

[email protected]

@LeanDog [email protected]

Product Design

Organization Design


Who are you?

Your name

Your role


What we’ll cover today...

What is lean-agile?

What is organization design?

What is cadenced flow?


What is lean-agile?

1913 20102003200119951974196019561948 Today

Ford’s FlowProduction

Waterfall forSoftware

Structured Sys.Phase Gate

R.U.P.

Agile Manifesto

Kanban for Knowledge

Work

Toyota Production

System

Crystal CleareXtreme Programming

Scrum

Deming’s Lean Management

Lean Concepts for Software


What is lean-agile?

Manifesto for Agile Software Development

We are uncovering better ways of developing software by doing it and helping others do it.


What is lean-agile?

Individuals & interactions over processes & tools

Working software over comprehensive documentation

Customer collaboration over contract negotiation

Responding to change over following a plan

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


What is lean-agile?


What is lean-agile?

- See the whole- Embrace optionality- Deliver effectively- Amplify learning- Empower people- Build integrity in- Eliminate waste


What is lean-agile?

Scrum

Exploratory Testing

DevOps

Lean PMO Whole teams

Continuous IntegrationPairing

Story MappingLESS

FDD

Crystal

D.A.D.

SAFeATDD

TDD

Kanban

User-centered Design

methods & practices

? Questions




Intentionally influencing a social system

so that its processes and structures,

both explicit and implicit,

are better aligned to achieve desired outcomes.



Transformation

Optimization

Problem Solving

? Questions


@LeanDog

Cadenced Flow is not…● A methodology● A set of practices

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What is Cadenced Flow?

Cadence Flow is... LeanDog’s approach for:● Designing organizational optimizations● Applying lean-agile methodologies & practices● Partnering with organizations to improve

@LeanDog

Cadence Flow’s Derived Principles:

- Evolutionary - Fast Feedback- Evidence-based - Humanistic- Pragmatic - Seeing the whole- Contextual - Adaptive- Always Improve - Optionality

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Work, Flow & Metrics

Work Breakdown& Specification

TechnicalPractices

(…)

TeamworkCadence &

Improvement

Multi-teamCoordination

Flow-basedRoad Mapping

StrategyDesign

StrategyDeployment

People-focusedTalent Development

Product/ServiceOrientationService-driven

Sales & Marketing

PortfolioPlanning &

Prioritization

Value-basedOrganization Design

InternalCoaching

Product Design &Definition

Optimization Themes

? Questions



You are here...



TechnicalPractices

(…)

TeamworkCadence &

Improvement



StrategyDesign

StrategyDeployment



Sales & Marketing

PortfolioPlanning &

Prioritization


InternalCoaching


Optimization Themes


Teamwork, Cadence & Improvement

Pairing

- Increase quality- Increase productivity- Knowledge transfer

- Switch pairs often- Consider personalities- Discuss goals- Try pomodoros



Mobbing/Swarming

- Mob: single piece flow- Swarm: facilitated focus

- Improve maintainability- Share understanding- Focused learning- Team buy-in



Team Skills Heatmap

Ski

lls(te

ch, b

iz, o

rg, s

oft,

etc…

)

Team membersCan teach

Don’t haveNeed to pairSolo with reviewsSolo on advanced

InterestedNeutralNot interested:(

:|:)

:)

:)

:|

:(

:| :( :)

:| :( :(

:) :):)

:) :| :)



Collaboration 8



Six Thinking Hats



LeanCoffee



Success Rituals & Cadence

Ritual/Activity Cadence/Timing

Planning

CoordinationDemonstrationImprovement

(etc…etc…etc…)Measurement

3 weeks, MonJIT: limit 5Weekly, Fri

Mon. 30min AM Thur 60min PM

Tue-Fri, 10min 9am

(etc…etc…etc…)



Team Norms& Agreements

[Team Name]

[list of agreements]

[Member List]

[Date]

[list of experiments]

- Requires team safety- Do not weaponize- Group consensus- Review on a cadence- Trial new ideas



Evidence-based Improvement

Problem

Observe/Sense

Stakeholders

Context

Options

Simplify

Amplify

Modify

Try

MeasureTimeboxPeople

? Questions





TechnicalPractices

(…)

TeamworkCadence &

Improvement



StrategyDesign

StrategyDeployment



Sales & Marketing

PortfolioPlanning &

Prioritization


InternalCoaching


Optimization Themes

You are here...



Stories =

software

deliverable Chores = technical

deliverable

Research =

timeboxed learningoutcome

Kinds of Deliverables



Consumers & Categories

ProductsInitiativesProjects

SupportWarranty

Maint.

EmergencyInteruptExpedite

Competingpriorities

CYA



End to End Visual Workflow

ReadyFor work Development Testing Deploy In UseAnalysis Design

←BLOCKED→

←EXPEDITE→

Category

In Scope Date

Start DateEnd Date

Block Reason

Block Duration

← → Entry/Exit

Criteria

← → Entry/Exit

Criteria



Key Metrics: Capacity Use

Week of year

# of

car

ds



Key Metrics: Systemic Blockers

Block Reason

# of

car

ds

dura

tion



Key Metrics: Cycle Time

Days to complete

# of

car

ds

1 2 3 4 5 6 7 8 9 10 11

50%75%

95%



Key Metrics: Probabilistic Forecast

Week of year

# of

car

ds

? Questions





TechnicalPractices

(…)

TeamworkCadence &

Improvement



StrategyDesign

StrategyDeployment



Sales & Marketing

PortfolioPlanning &

Prioritization


InternalCoaching


Optimization Themes

You are here...


Work Breakdown & Specification

Benefits of smaller work

Reduce Rework

Improve Predictability

Increase Maintainability

Decrease Information Degradation

Improve Product Validation

@LeanDog

Story

Capability

MVPBusiness ValuableReleasableCapability Set

Release

Least amount of software that is testable and deployable

Fewest number of stories that are useful to someone

Fewest capabilities that improve business value and can be economically released

A deployment activity that has an internal and external cost

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Flowchart Breakdown

Log on Success? HomeScreen

Retry



Scenario Grouping

Log on

Successfulun/pw

Retryun/pw

Forgotun/pw

Resetun/pw

Sign upnew



Mind Mapping

@LeanDog

Data/Model

Services/Control

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Vertical Slicing

User Interface/View



Horizontal Slicing

Back

Mid

Front



Maintain testability & deployability


ReadyFor work

Development

Testcases

Done

DetailedAcceptance

Criteria


Collaborative Specification

TestExecution

code

test

test

rework

@LeanDog

Swarm &Accept

[email protected]

ReadyFor work

Development Done

DetailedAcceptance

Criteria


Collaborative Specification

ExploratorySwarm

code

TestcaseCreation

test

Collab.Spec.

valueConvoPlaceholder



Three Amigos Meeting

To Do Verify

Implement

? Questions





TechnicalPractices

(…)

TeamworkCadence &

Improvement



StrategyDesign

StrategyDeployment



Sales & Marketing

PortfolioPlanning &

Prioritization


InternalCoaching


Optimization Themes

You are here...


Product Design & Definition

Problem/Solution Framing

Selecting Design Targets

Story Mapping

@LeanDog

Problem Canvas

Outcomes:

Stakeholders: Evidence:

Context:

Problem One-Liner Born On Date Last Touched

What results would we like to achieve?If we achieve them, how would we know?

Who outside the organization benefits?

Who inside the organization benefits?

What data or information do we have that shows the outcomes would be useful?

When does this happen? How often does this occur?What knowledge, skills, or tools are needed?What policies or procedures are involved?

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@LeanDog

Solution Canvas

Value Pitch:

Success Measures: Organizational Benefit:

Communication & Involvement:

Solution One-Liner Born On Date Last Touched

This needs to be brief and should cover the basics of what, who, and why.

If the outcomes were achieved, how would we know?

What could be measured?

Are there indirect measures?

What benefits would the organization receive?

What is the cost of delay?

What dependencies are there? What expertise is needed?Who is needed for approval? Who else is impacted?

[email protected]

@LeanDog

Persona Structure

Mnemonic Name/Role

Persona Description:(How many represented?)

-Title & Role- Meaningful Demographics- Social Groups- Market Segments- Interests, Hobbies- Experience & Education-Knowledge & Skills

Probable Picture (Hi-fi)

Persona Goals:

- What do they want to do?- How do they want to do it?- How often do they do it?- How risky is it?- What devices are used?- What do they dislike

dealing with?

[email protected]

@LeanDog

Persona SelectionConsider the goals of your product, the release, and your company

Bag of three Top one

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@LeanDog

Story Map 2-D Structure

Plausible Usage Scenario Spine

Map

Priority(risk, dependence, learning)

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@LeanDog

Story Map: Plan an “MVP”

Risk

Dependence

Learning

[email protected]

? Questions





TechnicalPractices

(…)

TeamworkCadence &

Improvement



StrategyDesign

StrategyDeployment



Sales & Marketing

PortfolioPlanning &

Prioritization


InternalCoaching


Optimization Themes

You are here...


Knowable with certainty upfront

Responses to unknowns certain

Flow-based Roadmapping

Spectrum of Domain (Un)certainty


How much will it cost?When will it be done?

Is it a good option to start?Does it make sense to keep going?What would be worked on instead?


Embrace Uncertainty

Sense and respond to manage risk.



ProductDelivery

Horizon

BusinessReadiness

IT Ops& Arch.

Soon Next Current In UseTBD

1222

ExplicitPolicies

ExplicitPolicies

ExplicitPolicies

ExplicitPolicies

ExplicitPolicies

ExplicitPolicies



ProductDelivery

Horizon

BusinessReadiness

IT Ops& Arch.

Soon Next Current In UseTBD

20% 60% 90%Probabilistic Forecast

Percent Churn

Lead Time

? Questions





TechnicalPractices

(…)

TeamworkCadence &

Improvement



StrategyDesign

StrategyDeployment



Sales & Marketing

PortfolioPlanning &

Prioritization


InternalCoaching


Optimization Themes

You are here...


Portfolio Planning & Prioritization

Prioritization Concepts

Stop using relative importance

Separate cost and benefit analysis

Separate benefit analysisfrom work options analysis

Rank work options using benefit/cost ratio



Benefit Mapping



Weighted Scoring Rubric


Only important if greatly different

Learn just enough to get started

Rough cost snap (1,2,3,5,8 team-months)


Considering Cost

Get the right people together

Use past data


Investment strategy

Capacity-based Budget


Portfolio & Budgeting

Long term Needs

Target-based Budget

? Questions





TechnicalPractices

(…)

TeamworkCadence &

Improvement



StrategyDesign

StrategyDeployment



Sales & Marketing

PortfolioPlanning &

Prioritization


InternalCoaching


Optimization Themes

You are here...


Strategy Deployment

Deployment is not design,it’s a communications technique

Set directional goals and enabling constraints

Empower people closest to the problem to self organize.


Strategy Deployment

Disseminate

Catchball

Back Brief


Strategy Deployment

Strategic Initiatives

Operational Objectives

Tactical Plan

@LeanDog

CurrentState

[email protected]

Strategy Deployment

Goal &MeasuresObstacles Required

Freedoms

EnablingConstraints

? Questions





TechnicalPractices

(…)

TeamworkCadence &

Improvement



StrategyDesign

StrategyDeployment



Sales & Marketing

PortfolioPlanning &

Prioritization


InternalCoaching


Optimization Themes

You are here...


Value-based Organization Design

Organizations are complex adaptive systems

Changes have unintended consequencesthat can’t be entirely predicted.

Design interventions using asense and respond approach


Value-based Organization Design

Understand desired outcomes

Visualize the organization'sparts & connections

Map the value stream then overlay

? Questions



What we covered...



TechnicalPractices

(…)

TeamworkCadence &

Improvement



StrategyDesign

StrategyDeployment



Sales & Marketing

PortfolioPlanning &

Prioritization


InternalCoaching


Optimization Themes

?QuestionsIf you’d like the slides…

…or to discuss something

Please come let us know!or email

@LeanDog

[email protected]

Leadership & Management

Cadenced flow overview