This is a High Level Checklist for Individuals or Organizations to use when setting up an Agile Shop.

1. Agile Enterprise Transformation
Checklist (v 1.0)
November 2015 by Robert Betcher PMP, CSM & ACP
www.agilemethodology.us

2. 1
Chief Agilest
1) Hire an Experienced Chief Agilest
(Experienced in 2+ Enterprise Agile, End to End,
Transformations with an in-depth knowledge of
Budgeting and Organizational Change)
PLEASE NOTE: DO NOT PASS THIS
STEP UNTIL THE ABOVE IS IN PLACE –
Agile transformations are extremely
complicated whereby many fail because
this step has not been followed.

3. 2
Executive Involvement Assessment
2) Evaluate Executive Involvement and Support
PLEASE NOTE: DO NOT PASS THIS STEP UNTIL THERE IS A FULL
COMMITMENT TO AGILE BY THE V.P. TIER AND ABOVE –
there are numerous barriers organizationally that have to be removed or
mitigated by the Executive Tier for Agile to be successful. Executive
involvement is the 2nd most crucial step to
success. (This is also why many bottom up
initiatives stall or fail.)
This is involvement not just Support. Support is talk where
involvement is action. Involvement is a commitment where
the Executive Team is fully committed and participates entirely in
the processes (where involvement is deemed necessary).

4. 3
Build a Budget for the Agile Transformation
3) Build the Budget
(The Chief Agilest should know many of these
costs and is integral to properly budgeting the
transformation)
• Resource Costs
o Coaching
(Experienced and Seasoned in
Transformations)
o Product Managers
o Product Owners
o Release Train Engineers
(where applicable)
o SCRUM Masters
o Team
o QA
o Dev Ops

5. 4
Build a Budget for the Agile Transformation (cont’d)
• Training Costs
o Formal Classrooms with Computers and
Overheads for instruction
o Professional Trainers w/ Real World
Experience (Picked by Chief Agilest)
o Agile Materials
o Application Lifecycle Management (ALM)
Tool Training
o Agile and ALM Tool Role Based Training
Costs
 Administrator
 Coach
 Super User
 Executive
 Management
 Product Manager/ Owner
 SCRUM Master
 Team
 QA
 Dev Ops

6. 5
Build a Budget for the Agile Transformation (cont’d)
• Human Resource Involvement
o Budgeting correctly for New Roles
(Salaries based on industry
standards not job sites – NOTE: job
site salaries can be off by as much
as 40%)

7. 6
Build a Budget for the Agile Transformation (cont’d)
• Common Area - Renovation for Agile
o Conference Rooms with Overheads
and Video Conference Capabilities
o Colocation Friendly with Shared
Space and Collaboration Tools

8. 7
Build a Budget for the Agile Transformation (cont’d)
• Video Conferencing for Offshore
• Continuous Delivery Architecture

9. 8
Configure and Implement the Application Lifecycle Management (ALM)
Tool
4) Configure/ Implement the ALM Tool
• Setup Coaching Project
• Setup Portfolio, Program and
Team Projects
• Setup Release Schedule
• Setup Teams and Users
• Setup Sprint Schedule
• Configure Dashboards and
Reports

10. 9
Configure Document Repository
5) Configure the Document Repository

11. 10
Develop or Implement the Center of Excellence (COE)
6) Develop or Implement Center of
Excellence(COE)
• Create Agile Environment Guidelines and
Best Practices
• Create ALM Tool Guidelines and Best
Practices
• Setup Recurring Meetings
• Setup User Groups
o Product Manager/ Owner
o SCRUM Master
o Dev
o QA
• Setup Agile Metric Standards
• Setup Team Reporting

12. 11
Human Resources Involvement
7) Human Resource Involvement
(extremely important – migrating to Agile
creates a tremendous amount of anxiety that
needs to be addressed throughout the
organization. Individuals impacted may have
a tendency to fight the transformation due to
survival instincts.)
• Repurposing and Retraining Staff
• 100% Dedicated Roles
• Sun-setting Specific Positions

13. 12
Implement Continuous Delivery Architecture
8) Implement Continuous Delivery
Architecture

14. 13
Develop Formal Training Plan
9) Develop Formal Training Plan
• Agile and ALM
o Executive
o Product Manager/ Owner
o Release Train Engineer (if SAFe)
o SCRUM Master
o Functional Manager
o Team
o QA
o Log of Participants Trained

15. 14
Develop Onboarding Resource Plan and Gate System
10) Develop Onboarding Resource Plan and
Gate System
• Coaches
• Management
• Product Manager/ Owner
• Release Train Engineer (where
Applicable)
• SCRUM Master
• Team Member

16. 15
Agile Transformation Schedule
11) Develop Team, Program and Portfolio -
Agile Transformation Schedules

17. 16
Schedule Reviews
12) Schedule Reviews / Assessments
• Enterprise
• Portfolio
• Program
• Team/ Project

18. 17
Addendum
Before You Start – While Agile is simple in many facets, the implementation of Agile across an
Organization is extremely complex and requires a skilled professional. Making mistakes in this
process is unforgiving and can have tremendous impacts on “buy-in” and “support”.
Hiring a Chief Agilest or 3rd Party – This can be a very tough step. There are numerous individuals
very versed in Agile that can regurgitate numerous Agile facts. Finding an individual that can balance
Real World Implementation Experience with the Academia is sometimes tough to uncover. (For
questions on this step, see the link below for free guidance.)
Please Note – This is a very High Level representation of the process. There are a number of
smaller steps that are important to include in this process.
Rate Yourself – How many of these items did you have in your Transformation Plan? If you have
less than 90%, then you may want to hire an Experienced Transformation Expert.
www.agilemethodology.us