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Team Foundation Server Process Templates For Effective Project Management
Aaron Bjork, Team Foundation Server
Kimberly Walters, Engineering Excellence

June 2nd, 2009
What is a process template?
What process templates are available?
  In the Box
  3rd Party
  Microsoft Process Template
What’s new in Team Foundation Server 2010?
  MSF for Agile 5.0
  Agile Workbooks
  Reporting & Dashboards

                                        Excellence in Engineering: A Shared Pursuit
                                                                     Microsoft Confidential
After attending this presentation, you'll be able to:
  Describe what a process template is
  Better choose a process template for your organization
  Understand new features shipping in Team Foundation Server
  2010.




                                               Excellence in Engineering: A Shared Pursuit
                                                                            Microsoft Confidential
What is a process template?
What process templates are available?
  In the Box
  3rd Party
  Microsoft Process Template
What’s new in Team Foundation Server 2010?
  MSF for Agile 5.0
  Agile Workbooks
  Reporting & Dashboards

                                        Excellence in Engineering: A Shared Pursuit
                                                                     Microsoft Confidential
Excellence in Engineering: A Shared Pursuit
                             Microsoft Confidential
Behind the scenes it’s just a bunch of XML




                                             Excellence in Engineering: A Shared Pursuit
                                                                          Microsoft Confidential
Excellence in Engineering: A Shared Pursuit
                             Microsoft Confidential
Work Item Type Definitions
Work Item Links
Queries
Reports
Portal Settings
Source Control Settings




                             Excellence in Engineering: A Shared Pursuit
                                                          Microsoft Confidential
Work Item Type Definitions
Work Item Links
Queries
Reports
Portal Settings
Source Control Settings




                             Excellence in Engineering: A Shared Pursuit
                                                          Microsoft Confidential
Work Item Type Definitions
Work Item Links
Queries
Reports
Portal Settings
Source Control Settings




                             Excellence in Engineering: A Shared Pursuit
                                                          Microsoft Confidential
Work Item Type Definitions
Work Item Links
Queries
Reports
Portal Settings
Source Control Settings




                             Excellence in Engineering: A Shared Pursuit
                                                          Microsoft Confidential
Work Item Type Definitions
Work Item Links
Queries
Reports
Portal Settings
Source Control Settings




                             Excellence in Engineering: A Shared Pursuit
                                                          Microsoft Confidential
Work Item Type Definitions
Work Item Links
Queries
Reports
Portal Settings
Source Control Settings




                             Excellence in Engineering: A Shared Pursuit
                                                          Microsoft Confidential
What is a process template?
What process templates are available?
  In the Box
  3rd Party
  Microsoft Process Template
What’s new in Team Foundation Server 2010?
  MSF for Agile 5.0
  Agile Workbooks
  Reporting & Dashboards

                                        Excellence in Engineering: A Shared Pursuit
                                                                     Microsoft Confidential
MSF for Agile Software Development
  Lightweight/Flat
  Stretch to fit
  Targets teams implementing Agile project management practices

MSF for CMMI Process Improvement
  Deeper hierarchy
  Stretch to fit
  Targeting teams interested in deep traceability/auditablity

                                                    Excellence in Engineering: A Shared Pursuit
                                                                                 Microsoft Confidential
Epics &
       Themes              Managing your product




                                                                           Planning
                           backlog as User Stories


                         As a <> I want to <> so that I
     User Story                     can <>.


                          Stories are broken down




                                                                            Execution
                             into specific tasks

Task, Test Case, & Bug   Bugs are tracked during the
                                  iteration
                                               Excellence in Engineering: A Shared Pursuit
                                                                             Microsoft Confidential
Planning
   Business
   Objective       Requirements are created at
                   many levels and tracked as
                          a hierarchy
    Feature

                      Tracking changes to
Change Request             features.




                                                                    Execution
     Task            Work during execution



Test Case, & Bug   Implementation verification

                                       Excellence in Engineering: A Shared Pursuit
                                                                     Microsoft Confidential
EMC/Conchango – Scrum for Team System
Cognizant – FDD
Osellus – IRIS Process Author
Object Group – Process Mentor




                                        Excellence in Engineering: A Shared Pursuit
                                                                     Microsoft Confidential
What is a process template?
What process templates are available?
  In the Box
  3rd Party
  Microsoft Process Template
What’s new in Team Foundation Server 2010?
  MSF for Agile 5.0
  Agile Workbooks
  Reporting & Dashboards

                                        Excellence in Engineering: A Shared Pursuit
                                                                     Microsoft Confidential
What is a process template?
What process templates are available?
  In the Box
  3rd Party
  Microsoft Process Template
What’s new in Team Foundation Server 2010?
  MSF for Agile 5.0
  Agile Workbooks
  Reporting & Dashboards

                                        Excellence in Engineering: A Shared Pursuit
                                                                     Microsoft Confidential
A process template for product development at Microsoft
Understand the case for a common Microsoft Process
Template
Learn why process templates are important in VSTS
Repeat the elements of the MPT Hierarchy to your team
Define why the Microsoft Process Template is needed in
the organization and explain why you can utilize this
template to implement VSTS for your organization



                                           Excellence in Engineering: A Shared Pursuit
                                                                        Microsoft Confidential
One Standard Engineering Platform
  More effective use of resources
  Learn one tool and seamlessly move from group to group
  Ease of rollups across groups
Exchange would not be the product it is today
Customers want to use what we use
Showcasing the use of our own products externally


                                          Excellence in Engineering: A Shared Pursuit
                                                                       Microsoft Confidential
Methodology for product development at Microsoft
Provides work break down structure & hierarchy
Enables common terminology
Provides predictability of product commitments
Alignment of project work and resources with project goals
Transparency of the project work and status
Commitment to know what you own and when it is due


                                            Excellence in Engineering: A Shared Pursuit
                                                                         Microsoft Confidential
The two default templates in VSTS do not fairly represent the
product development work done at Microsoft.
Customizing work item types and rules, check-in policy, process
documentation, report creation and document templates requires
work.
Leveraged by medium and small size product groups at
Microsoft.
Scheme is roughly based on the existing implementations from
several large teams
Showcasing the use of our own products externally
Incorporates Engineering Excellence Best Practices
                                               Excellence in Engineering: A Shared Pursuit
                                                                            Microsoft Confidential
Value       What if you could? Would
                 you buy/upgrade?
  Prop




                                                               Planning
              Let me show you how? or…
                Large area of customer
 Scenario                value

               The product enables this
 Feature            scenario by…

                 This unit of work is a




                                                                Execution
Deliverable        portion of code

              Individual work required for
Task & Bug             execution
                                   Excellence in Engineering: A Shared Pursuit
                                                                 Microsoft Confidential
Linking                                Automatic Rollups
  Ability to link work item types in    Start/End Dates
  Orcas                                 Remaining & Completed Units




                                                      Excellence in Engineering: A Shared Pursuit
                                                                                   Microsoft Confidential
Product Readiness           Execution Reports
Reports                      Deliverable Weekly
 Customer Value              Progress
 Proposition & Scenario      Task Report
 Completion Report           Bug Stats Report
 Feature Completion          Bug Rates Report
 Report
                             Dependency Report
 Feature Long pole Report
                             Document Readiness
                             Report
                             Project Dashboard
                                      Excellence in Engineering: A Shared Pursuit
                                                                   Microsoft Confidential
MPT 1.0 for Orcas – available now
MPT 1.5 for Orcas – releases at the end of this month &
includes
  Enhanced reports
  Detailed Tracking for Bugs
MPT 2.0 for Rosario (Dev10)
  Enhanced support for agile/scrum users
  Integration of linking capabilities
  Additional reports

                                            Excellence in Engineering: A Shared Pursuit
                                                                         Microsoft Confidential
Microsoft Process Template CodeBox Site
http://codebox/mpt
Microsoft Process Template BGIT Site
http://sharepoint/sites/BGCOEOps/DevSer/VSTF/Pages/RequestPr
   oject.aspx




                                             Excellence in Engineering: A Shared Pursuit
                                                                          Microsoft Confidential
Team Foundation Server Process Templates For Effective Project Management
What is a process template?
What process templates are available?
  In the Box
  3rd Party
  Microsoft Process Template
What’s new in Team Foundation Server 2010?
  MSF for Agile 5.0
  Agile Workbooks
  Reporting & Dashboards

                                        Excellence in Engineering: A Shared Pursuit
                                                                     Microsoft Confidential
MSF for Agile Software Development 5.0
Agile Workbooks
Reporting & Dashboards
Aaron Bjork – abjork@microsoft.com
Kimberley Walters – kimpa@microsoft.com
Team Foundation Server Process Templates For Effective Project Management
Excellence in Engineering: A Shared Pursuit
                             Microsoft Confidential

More Related Content

Team Foundation Server Process Templates For Effective Project Management

  • 2. Aaron Bjork, Team Foundation Server Kimberly Walters, Engineering Excellence June 2nd, 2009
  • 3. What is a process template? What process templates are available? In the Box 3rd Party Microsoft Process Template What’s new in Team Foundation Server 2010? MSF for Agile 5.0 Agile Workbooks Reporting & Dashboards Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 4. After attending this presentation, you'll be able to: Describe what a process template is Better choose a process template for your organization Understand new features shipping in Team Foundation Server 2010. Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 5. What is a process template? What process templates are available? In the Box 3rd Party Microsoft Process Template What’s new in Team Foundation Server 2010? MSF for Agile 5.0 Agile Workbooks Reporting & Dashboards Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 6. Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 7. Behind the scenes it’s just a bunch of XML Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 8. Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 9. Work Item Type Definitions Work Item Links Queries Reports Portal Settings Source Control Settings Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 10. Work Item Type Definitions Work Item Links Queries Reports Portal Settings Source Control Settings Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 11. Work Item Type Definitions Work Item Links Queries Reports Portal Settings Source Control Settings Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 12. Work Item Type Definitions Work Item Links Queries Reports Portal Settings Source Control Settings Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 13. Work Item Type Definitions Work Item Links Queries Reports Portal Settings Source Control Settings Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 14. Work Item Type Definitions Work Item Links Queries Reports Portal Settings Source Control Settings Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 15. What is a process template? What process templates are available? In the Box 3rd Party Microsoft Process Template What’s new in Team Foundation Server 2010? MSF for Agile 5.0 Agile Workbooks Reporting & Dashboards Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 16. MSF for Agile Software Development Lightweight/Flat Stretch to fit Targets teams implementing Agile project management practices MSF for CMMI Process Improvement Deeper hierarchy Stretch to fit Targeting teams interested in deep traceability/auditablity Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 17. Epics & Themes Managing your product Planning backlog as User Stories As a <> I want to <> so that I User Story can <>. Stories are broken down Execution into specific tasks Task, Test Case, & Bug Bugs are tracked during the iteration Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 18. Planning Business Objective Requirements are created at many levels and tracked as a hierarchy Feature Tracking changes to Change Request features. Execution Task Work during execution Test Case, & Bug Implementation verification Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 19. EMC/Conchango – Scrum for Team System Cognizant – FDD Osellus – IRIS Process Author Object Group – Process Mentor Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 20. What is a process template? What process templates are available? In the Box 3rd Party Microsoft Process Template What’s new in Team Foundation Server 2010? MSF for Agile 5.0 Agile Workbooks Reporting & Dashboards Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 21. What is a process template? What process templates are available? In the Box 3rd Party Microsoft Process Template What’s new in Team Foundation Server 2010? MSF for Agile 5.0 Agile Workbooks Reporting & Dashboards Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 22. A process template for product development at Microsoft
  • 23. Understand the case for a common Microsoft Process Template Learn why process templates are important in VSTS Repeat the elements of the MPT Hierarchy to your team Define why the Microsoft Process Template is needed in the organization and explain why you can utilize this template to implement VSTS for your organization Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 24. One Standard Engineering Platform More effective use of resources Learn one tool and seamlessly move from group to group Ease of rollups across groups Exchange would not be the product it is today Customers want to use what we use Showcasing the use of our own products externally Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 25. Methodology for product development at Microsoft Provides work break down structure & hierarchy Enables common terminology Provides predictability of product commitments Alignment of project work and resources with project goals Transparency of the project work and status Commitment to know what you own and when it is due Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 26. The two default templates in VSTS do not fairly represent the product development work done at Microsoft. Customizing work item types and rules, check-in policy, process documentation, report creation and document templates requires work. Leveraged by medium and small size product groups at Microsoft. Scheme is roughly based on the existing implementations from several large teams Showcasing the use of our own products externally Incorporates Engineering Excellence Best Practices Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 27. Value What if you could? Would you buy/upgrade? Prop Planning Let me show you how? or… Large area of customer Scenario value The product enables this Feature scenario by… This unit of work is a Execution Deliverable portion of code Individual work required for Task & Bug execution Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 28. Linking Automatic Rollups Ability to link work item types in Start/End Dates Orcas Remaining & Completed Units Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 29. Product Readiness Execution Reports Reports Deliverable Weekly Customer Value Progress Proposition & Scenario Task Report Completion Report Bug Stats Report Feature Completion Bug Rates Report Report Dependency Report Feature Long pole Report Document Readiness Report Project Dashboard Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 30. MPT 1.0 for Orcas – available now MPT 1.5 for Orcas – releases at the end of this month & includes Enhanced reports Detailed Tracking for Bugs MPT 2.0 for Rosario (Dev10) Enhanced support for agile/scrum users Integration of linking capabilities Additional reports Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 31. Microsoft Process Template CodeBox Site http://codebox/mpt Microsoft Process Template BGIT Site http://sharepoint/sites/BGCOEOps/DevSer/VSTF/Pages/RequestPr oject.aspx Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 33. What is a process template? What process templates are available? In the Box 3rd Party Microsoft Process Template What’s new in Team Foundation Server 2010? MSF for Agile 5.0 Agile Workbooks Reporting & Dashboards Excellence in Engineering: A Shared Pursuit Microsoft Confidential
  • 34. MSF for Agile Software Development 5.0
  • 37. Aaron Bjork – abjork@microsoft.com Kimberley Walters – kimpa@microsoft.com
  • 39. Excellence in Engineering: A Shared Pursuit Microsoft Confidential

Editor's Notes

  1. Tfs – each element is represented by a unique and separate work item type (also called WIT). A work item type is a form with associated fields and work flows unique to each element. Each WIT is highly customizable since it is xml based.We represent the hierarchy as a pyramid because the number of elements stored at the top of the pyramid a much smaller then the number elements that are stored at the bottom of the pyramidTop portion of the pyramid is focused around elements for our Delivering Value to our customersBottom portion of the pyramid is focused around the execution of these itemsTalking point on % -large - 300 Dev, 300 Test, 150 PMmed- 80 Dev, 80 Test, 40 PMsmall - 10 Dev, 10 Test, 5 PMOn the Following slides we will discuss each element in detail.
  2. <Insert your notes here>Tips for your deliveryWelcome attendees and establish rapport by telling a joke, career story, or lesson learned anecdote.Give a brief overview of the presentation; describe the major focus of the presentation and why it is important.Introduce each of the major topics.To provide a road map for the audience, repeat this Overview slide throughout the presentation, indicating with bold, buff text the particular topic you will discuss next.
  3. The Engineering Excellence and VSTS teams worked together closely over the last year to create this template by compiling the lessons learned from other teams that have implemented similar templates, incorporating engineering best practices, widely socializing the concepts, and finally piloting this template with several product groups.Unique opportunity to roll in all the Engineering Excellence Best Practices of product development into a Microsoft toolThe two default templates in TFS do not fairly represent the product development work done at Microsoft.Offers an out of the box solution which can be leveraged by all product groups at Microsoft. Scheme is roughly based on the existing implementations from several large teamsCommon taxonomyThe MPT can be customized and adopted to specific team needsA collection of processes and tools that describe the established way a particular organization has developed.Act like a blueprint for team project creation, establishing the initial tools, processes, and guidance for how that team project is to run. VSTS currently comes with the following standard process templates:MSF for Agile Software DevelopmentMSF for CMMI Process Improvement
  4. This work requires a tremendous amount of upfront planning, development, resources and implementation efforts by the product teams.Large teams such as SQL, Developer Division, Office and Windows have developed their own methodologies to conform to their team’s processes. Eventually be offered as an external solution for product development companies or teams.This template is not mandatory – just a better starting point for customizationEE Best practices - Predictability of product commitments; Alignment of project work and resources with project goals; Transparency of the project work and status; Commitment to know what you own and when it is due
  5. Tfs – each element is represented by a unique and separate work item type (also called WIT). A work item type is a form with associated fields and work flows unique to each element. Each WIT is highly customizable since it is xml based.We represent the hierarchy as a pyramid because the number of elements stored at the top of the pyramid a much smaller then the number elements that are stored at the bottom of the pyramidTop portion of the pyramid is focused around elements for our Delivering Value to our customersBottom portion of the pyramid is focused around the execution of these itemsTalking point on % -large - 300 Dev, 300 Test, 150 PMmed- 80 Dev, 80 Test, 40 PMsmall - 10 Dev, 10 Test, 5 PMOn the Following slides we will discuss each element in detail.
  6. MPT comes with a full standard suite of reports that enable teams full visibility into the end to end status of their projects
  7. MPT comes with a full standard suite of reports that enable teams full visibility into the end to end status of their projects
  8. <Insert your notes here>Tips for your deliveryWelcome attendees and establish rapport by telling a joke, career story, or lesson learned anecdote.Give a brief overview of the presentation; describe the major focus of the presentation and why it is important.Introduce each of the major topics.To provide a road map for the audience, repeat this Overview slide throughout the presentation, indicating with bold, buff text the particular topic you will discuss next.