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INFRASTRUCTURE & OPERATIONS
Implementing Scrum with Kanban
Tiffany Scott
Scrum Master and Agile Coach
scott17@nationwide.com
INFRASTRUCTURE & OPERATIONS
About Me
Tiffany Scott
Scrum Master and Agile Coach at Nationwide Insurance
www.linkedin.com/in/tiffanyjscott
TiffanyJScott@gmail.com
@gr8scottfr33
INFRASTRUCTURE & OPERATIONS
• Brief overview of Scrum
• Overview of Kanban principles and practices
• Comparison of Scrum and Kanban
• Overview of Scrum with Kanban
• Basic Metrics of Flow
• Visualizing Metrics of Flow
• Experience Report
Agenda
INFRASTRUCTURE & OPERATIONS 4
Daily Scrum
Sprint
Review
Sprint
Retro
Sprint
Planning
Scrum
Sprint
1 month or less
Scrum
Master
Product
Owner
Development
Team
Process
Improvement Item
Sprint Backlog
Sprint Goal
Definition of
“Done”
Stakeholders
Increment
Scrum Team Roles
Artifacts
Events
Product Backlog
Adapted from JodranJob based on the 2017 Scrum Guide
INFRASTRUCTURE & OPERATIONS 5
Foundational Principles of Kanban
Change Management:
1. Start with what you are
doing now
2. Agree to pursue
incremental, evolutionary
change
3. Encourage acts of
leadership at all levels
Service Delivery:
1. Understand and focus on
customer needs and
expectations
2. Manage the work; let
people self-organize
around it
3. Evolve policies to improve
customer and business
outcomes
INFRASTRUCTURE & OPERATIONS 6
Core Practices of Kanban
1. Visualize the workflow
2. Limit work in progress (WIP)
3. Manage flow
4. Make policies explicit
5. Implement feedback loops
6. Improve collaboratively, evolve experimentally using data
and models
INFRASTRUCTURE & OPERATIONS
Comparison of Scrum and Kanban
Scrum Kanban
• Definition of Done = Make policies explicit
• Scrum events = Implementing feedback
loops
• Retrospectives = Improve collaboratively
• Selecting PBIs for Sprint = Limiting WIP
• Visualize the workflow
• Manage flow
Mandatory
• roles
• events
• artifacts
• timeboxes
INFRASTRUCTURE & OPERATIONS
This Is Not A Workflow
INFRASTRUCTURE & OPERATIONS
Typical Dev Team Board Day 1 – 3
INFRASTRUCTURE & OPERATIONS
Typical Dev Team Board Day 8 – 10
INFRASTRUCTURE & OPERATIONS
Work in Progress Limits in Kanban
• Read from right to left
• Forces existing work to be finished before starting new work,
which creates a Work in Progress limited pull system
INFRASTRUCTURE & OPERATIONS
Work in Progress Limits in Kanban
• What should we do?
INFRASTRUCTURE & OPERATIONS
Basic Metrics of Flow
• Work in Progress (WIP)
– number of work items
started but not finished
• Work Item Age
– amount of time between
when a work item started
and the current time
• Cycle Time
– Amount of time between
when a work item starts and
when a work item finishes
• Throughput
– number of work items
finished per unit of time
• Flow metrics require the team to track the start date and finished
date of each work item
INFRASTRUCTURE & OPERATIONS
Visualizing Cycle Time with Scatterplots
How do we interpret a
bunch of random dots?
Use percentile lines
• Count up all the dots
and multiply by a
percentage
• Draw the line such
that the percentage of
the dots chart fall
below that line
INFRASTRUCTURE & OPERATIONS
Cycle Time Scatterplots with Percentile Lines
INFRASTRUCTURE & OPERATIONS
Visualizing Throughput – Line Chart
INFRASTRUCTURE & OPERATIONS
Visualizing Work Item Age
INFRASTRUCTURE & OPERATIONS 18
Daily Scrum
Sprint
Review
Sprint
Retro
Sprint
Planning
Sprint
1 month or less
Scrum
Master
Product
Owner
Development
Team
Process
Improvement Item
Sprint Backlog
Definition of
“Done”
Stakeholders
Increment
Scrum Team Roles
Artifacts
Events
Sprint Goal
Product Backlog
Work Item Age
WIP
TH
CT
Service
Level
Expectation
Definition of
Workflow
Scrum with Kanban
Adapted from JodranJob based on the 2017 Scrum Guide and 2018 Scrum with Kanban Guide
INFRASTRUCTURE & OPERATIONS
History of The Team
• Formed in May 2018 with a mandate to become full stack
engineers
–1 new Scrum Master, 3 Solution Engineers, 1
Provisioner, 1 Firewall Engineer
• Supports the enterprise by delivering environments
• Became an end-to-end team with the addition of a
Middleware Engineer in September 2018
INFRASTRUCTURE & OPERATIONS
Why Kanban?
The Team
• Disillusioned with Scrum
and estimating
• Electronic visual
management system was
insufficient
• Dissatisfied with current
throughput
• No time for polyskilling
Tiffany
• Couldn’t tell our customers
when anything would be
done
• Metrics were visualized in
unusual ways or
suboptimal
INFRASTRUCTURE & OPERATIONS
How Did We Start?
• The game is played in teams
of four to six people
• Each team has a playing
board representing a Kanban
task board, and a collection
of story cards representing
work to be done
• Teams compete to maximize
profit by optimizing the flow
of work
INFRASTRUCTURE & OPERATIONS
1. Defined the workflow
2. Determined a global
Work in Progress limit
3. Allocated Work in
Progress limits per
step in the workflow
4. Visualized the current
work on the board
Defining Workflow & Setting WIP Limits
INFRASTRUCTURE & OPERATIONS
• Team set a goal of 30 days to deliver an environment
–07 days to design a solution
–14 days to build
Setting Internal SLEs
INFRASTRUCTURE & OPERATIONS
Evolution of Scrum Events & Artifacts
• Daily Scrum
• Sprint Planning
• Sprint Review
• Sprint Retrospective
• Definition of Done
INFRASTRUCTURE & OPERATIONS
Cycle Time and Throughput Over Time
INFRASTRUCTURE & OPERATIONS
Where Do We Go Next?
• Work in Progress limits upstream
• Continue persuading our sister teams to implement WIP
limited pull systems
• Analyzing flow efficiency
• Rebuild the team
• Forecasting using Monte Carlo simulations
INFRASTRUCTURE & OPERATIONS
Things You Can Do Now
• Analyze your cycle time and throughput
• Review or define your workflow
–Make sure your workflow reflects what you do now
• Review your visual management system (VMS)
–Make sure your VMS reflects your workflow
• Try out work in progress limits
• Continuously improve by inspecting and adapting
INFRASTRUCTURE & OPERATIONS
Additional Resources
• The Scrum Guide – Ken Schwaber and Jeff Sutherland
• Essential Kanban Condensed – David J. Anderson and Andy
Carmichael
• The Kanban Guide for Scrum Teams – Scrum.org and Daniel
S. Vacanti
• Actionable Agile Metrics for Predictability: An Introduction –
Daniel S. Vacanti
• Focused Objective – Free forecasting tools
• Practical Kanban: From Team Focus to Creating Value Kindle
Edition – Klaus Leopold
INFRASTRUCTURE & OPERATIONS
Questions
INFRASTRUCTURE & OPERATIONS
Appendix
INFRASTRUCTURE & OPERATIONS
Throughput July 2018 – May 22, 2019
INFRASTRUCTURE & OPERATIONS
Cycle Time June 2018 – May 22, 2019
INFRASTRUCTURE & OPERATIONS
Cycle Time June 2018
• Didn’t get
anything done
:o(
• Team member
out a lot due
to memory
issues from a
car accident
INFRASTRUCTURE & OPERATIONS
Cycle Time July 2018
• Team member
with memory
issues returns
with limited
capacity
INFRASTRUCTURE & OPERATIONS
Cycle Time August 2018
• Played GetKanban
game
• Built first version of the
Kanban board
• Discovered there were
17 work items in
Design
INFRASTRUCTURE & OPERATIONS
• Still working through the
work items in Design
• Team member still having
memory issues
• Different team member not
coping well with life issues
• New team member joins
• Changed definition of done
to include new team
members work
• Acknowledging cycle time
will extend
Cycle Time September 2018
INFRASTRUCTURE & OPERATIONS
Cycle Time October 2018
INFRASTRUCTURE & OPERATIONS
Cycle Time November 2018
• Changed the workflow
to add a step to verify
the customer was
ready to start
• Resulted in redirecting
customers to self-
service options
• Demand started to
slow due to holidays
INFRASTRUCTURE & OPERATIONS
Cycle Time December 2018
INFRASTRUCTURE & OPERATIONS
Cycle Time January 2019
• Team is a whole
functional team for the
first time!
INFRASTRUCTURE & OPERATIONS
Cycle Time February 2019
• Team started to gel
INFRASTRUCTURE & OPERATIONS
Cycle Time March 2019
• Cycle time takes a hit
due to unclear
requirements resulting
in rebuilding two
environments
• Two team members to
deployed application
teams for an experiment
• Team of 3 decides not to
adjust WIP limits
INFRASTRUCTURE & OPERATIONS
Cycle Time April 2019
• Another members to
deployed for an
experiment
• Team of 2 decides to
keep current WIP
limits
INFRASTRUCTURE & OPERATIONS
Cycle Time April 2019
• Another members to
deployed for an
experiment
• Team decides to keep
current WIP limits with
a two person team
INFRASTRUCTURE & OPERATIONS
Cycle Time May 2019
• Team of 2 feels
overwhelmed but
keeps current WIP
limits
• Team member is
hospitalized and will
be out for 3 months
• Time to form a new
team :o

More Related Content

Implementing Scrum with Kanban

  • 1. INFRASTRUCTURE & OPERATIONS Implementing Scrum with Kanban Tiffany Scott Scrum Master and Agile Coach scott17@nationwide.com
  • 2. INFRASTRUCTURE & OPERATIONS About Me Tiffany Scott Scrum Master and Agile Coach at Nationwide Insurance www.linkedin.com/in/tiffanyjscott TiffanyJScott@gmail.com @gr8scottfr33
  • 3. INFRASTRUCTURE & OPERATIONS • Brief overview of Scrum • Overview of Kanban principles and practices • Comparison of Scrum and Kanban • Overview of Scrum with Kanban • Basic Metrics of Flow • Visualizing Metrics of Flow • Experience Report Agenda
  • 4. INFRASTRUCTURE & OPERATIONS 4 Daily Scrum Sprint Review Sprint Retro Sprint Planning Scrum Sprint 1 month or less Scrum Master Product Owner Development Team Process Improvement Item Sprint Backlog Sprint Goal Definition of “Done” Stakeholders Increment Scrum Team Roles Artifacts Events Product Backlog Adapted from JodranJob based on the 2017 Scrum Guide
  • 5. INFRASTRUCTURE & OPERATIONS 5 Foundational Principles of Kanban Change Management: 1. Start with what you are doing now 2. Agree to pursue incremental, evolutionary change 3. Encourage acts of leadership at all levels Service Delivery: 1. Understand and focus on customer needs and expectations 2. Manage the work; let people self-organize around it 3. Evolve policies to improve customer and business outcomes
  • 6. INFRASTRUCTURE & OPERATIONS 6 Core Practices of Kanban 1. Visualize the workflow 2. Limit work in progress (WIP) 3. Manage flow 4. Make policies explicit 5. Implement feedback loops 6. Improve collaboratively, evolve experimentally using data and models
  • 7. INFRASTRUCTURE & OPERATIONS Comparison of Scrum and Kanban Scrum Kanban • Definition of Done = Make policies explicit • Scrum events = Implementing feedback loops • Retrospectives = Improve collaboratively • Selecting PBIs for Sprint = Limiting WIP • Visualize the workflow • Manage flow Mandatory • roles • events • artifacts • timeboxes
  • 9. INFRASTRUCTURE & OPERATIONS Typical Dev Team Board Day 1 – 3
  • 10. INFRASTRUCTURE & OPERATIONS Typical Dev Team Board Day 8 – 10
  • 11. INFRASTRUCTURE & OPERATIONS Work in Progress Limits in Kanban • Read from right to left • Forces existing work to be finished before starting new work, which creates a Work in Progress limited pull system
  • 12. INFRASTRUCTURE & OPERATIONS Work in Progress Limits in Kanban • What should we do?
  • 13. INFRASTRUCTURE & OPERATIONS Basic Metrics of Flow • Work in Progress (WIP) – number of work items started but not finished • Work Item Age – amount of time between when a work item started and the current time • Cycle Time – Amount of time between when a work item starts and when a work item finishes • Throughput – number of work items finished per unit of time • Flow metrics require the team to track the start date and finished date of each work item
  • 14. INFRASTRUCTURE & OPERATIONS Visualizing Cycle Time with Scatterplots How do we interpret a bunch of random dots? Use percentile lines • Count up all the dots and multiply by a percentage • Draw the line such that the percentage of the dots chart fall below that line
  • 15. INFRASTRUCTURE & OPERATIONS Cycle Time Scatterplots with Percentile Lines
  • 16. INFRASTRUCTURE & OPERATIONS Visualizing Throughput – Line Chart
  • 18. INFRASTRUCTURE & OPERATIONS 18 Daily Scrum Sprint Review Sprint Retro Sprint Planning Sprint 1 month or less Scrum Master Product Owner Development Team Process Improvement Item Sprint Backlog Definition of “Done” Stakeholders Increment Scrum Team Roles Artifacts Events Sprint Goal Product Backlog Work Item Age WIP TH CT Service Level Expectation Definition of Workflow Scrum with Kanban Adapted from JodranJob based on the 2017 Scrum Guide and 2018 Scrum with Kanban Guide
  • 19. INFRASTRUCTURE & OPERATIONS History of The Team • Formed in May 2018 with a mandate to become full stack engineers –1 new Scrum Master, 3 Solution Engineers, 1 Provisioner, 1 Firewall Engineer • Supports the enterprise by delivering environments • Became an end-to-end team with the addition of a Middleware Engineer in September 2018
  • 20. INFRASTRUCTURE & OPERATIONS Why Kanban? The Team • Disillusioned with Scrum and estimating • Electronic visual management system was insufficient • Dissatisfied with current throughput • No time for polyskilling Tiffany • Couldn’t tell our customers when anything would be done • Metrics were visualized in unusual ways or suboptimal
  • 21. INFRASTRUCTURE & OPERATIONS How Did We Start? • The game is played in teams of four to six people • Each team has a playing board representing a Kanban task board, and a collection of story cards representing work to be done • Teams compete to maximize profit by optimizing the flow of work
  • 22. INFRASTRUCTURE & OPERATIONS 1. Defined the workflow 2. Determined a global Work in Progress limit 3. Allocated Work in Progress limits per step in the workflow 4. Visualized the current work on the board Defining Workflow & Setting WIP Limits
  • 23. INFRASTRUCTURE & OPERATIONS • Team set a goal of 30 days to deliver an environment –07 days to design a solution –14 days to build Setting Internal SLEs
  • 24. INFRASTRUCTURE & OPERATIONS Evolution of Scrum Events & Artifacts • Daily Scrum • Sprint Planning • Sprint Review • Sprint Retrospective • Definition of Done
  • 25. INFRASTRUCTURE & OPERATIONS Cycle Time and Throughput Over Time
  • 26. INFRASTRUCTURE & OPERATIONS Where Do We Go Next? • Work in Progress limits upstream • Continue persuading our sister teams to implement WIP limited pull systems • Analyzing flow efficiency • Rebuild the team • Forecasting using Monte Carlo simulations
  • 27. INFRASTRUCTURE & OPERATIONS Things You Can Do Now • Analyze your cycle time and throughput • Review or define your workflow –Make sure your workflow reflects what you do now • Review your visual management system (VMS) –Make sure your VMS reflects your workflow • Try out work in progress limits • Continuously improve by inspecting and adapting
  • 28. INFRASTRUCTURE & OPERATIONS Additional Resources • The Scrum Guide – Ken Schwaber and Jeff Sutherland • Essential Kanban Condensed – David J. Anderson and Andy Carmichael • The Kanban Guide for Scrum Teams – Scrum.org and Daniel S. Vacanti • Actionable Agile Metrics for Predictability: An Introduction – Daniel S. Vacanti • Focused Objective – Free forecasting tools • Practical Kanban: From Team Focus to Creating Value Kindle Edition – Klaus Leopold
  • 31. INFRASTRUCTURE & OPERATIONS Throughput July 2018 – May 22, 2019
  • 32. INFRASTRUCTURE & OPERATIONS Cycle Time June 2018 – May 22, 2019
  • 33. INFRASTRUCTURE & OPERATIONS Cycle Time June 2018 • Didn’t get anything done :o( • Team member out a lot due to memory issues from a car accident
  • 34. INFRASTRUCTURE & OPERATIONS Cycle Time July 2018 • Team member with memory issues returns with limited capacity
  • 35. INFRASTRUCTURE & OPERATIONS Cycle Time August 2018 • Played GetKanban game • Built first version of the Kanban board • Discovered there were 17 work items in Design
  • 36. INFRASTRUCTURE & OPERATIONS • Still working through the work items in Design • Team member still having memory issues • Different team member not coping well with life issues • New team member joins • Changed definition of done to include new team members work • Acknowledging cycle time will extend Cycle Time September 2018
  • 38. INFRASTRUCTURE & OPERATIONS Cycle Time November 2018 • Changed the workflow to add a step to verify the customer was ready to start • Resulted in redirecting customers to self- service options • Demand started to slow due to holidays
  • 39. INFRASTRUCTURE & OPERATIONS Cycle Time December 2018
  • 40. INFRASTRUCTURE & OPERATIONS Cycle Time January 2019 • Team is a whole functional team for the first time!
  • 41. INFRASTRUCTURE & OPERATIONS Cycle Time February 2019 • Team started to gel
  • 42. INFRASTRUCTURE & OPERATIONS Cycle Time March 2019 • Cycle time takes a hit due to unclear requirements resulting in rebuilding two environments • Two team members to deployed application teams for an experiment • Team of 3 decides not to adjust WIP limits
  • 43. INFRASTRUCTURE & OPERATIONS Cycle Time April 2019 • Another members to deployed for an experiment • Team of 2 decides to keep current WIP limits
  • 44. INFRASTRUCTURE & OPERATIONS Cycle Time April 2019 • Another members to deployed for an experiment • Team decides to keep current WIP limits with a two person team
  • 45. INFRASTRUCTURE & OPERATIONS Cycle Time May 2019 • Team of 2 feels overwhelmed but keeps current WIP limits • Team member is hospitalized and will be out for 3 months • Time to form a new team :o