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How Scrum Can Improve Your
Operations and Support Teams
   Presented by Matthew Salerno
   Operations Manager and Scrum
     Master at Cyrus Innovation
Non-Development Teams




       © Matthew Salerno 2012
Non-Development Teams
      • Operations




       © Matthew Salerno 2012
Non-Development Teams
       • Operations
    • Human Resources




        © Matthew Salerno 2012
Non-Development Teams
       • Operations
    • Human Resources
   • Office Management




        © Matthew Salerno 2012
Non-Development Teams
       • Operations
    • Human Resources
   • Office Management
        • Recruiting
           • Sales
      • Management



        © Matthew Salerno 2012
R&R




© Matthew Salerno 2012
R&R
Repeating Processes




       © Matthew Salerno 2012
R&R
Repeating Processes
     Requests



       © Matthew Salerno 2012
SCRUM is a Project Management
             Tool!




           © Matthew Salerno 2012
LINE IN THE SAND




    © Matthew Salerno 2012
SCRUM is a Tool for Identifying and
   Dealing with Impediments




              © Matthew Salerno 2012
 Multiple Stakeholders




        © Matthew Salerno 2012
 Communication Breakdown




         © Matthew Salerno 2012
 Extensive Work in Progress (WiP)




             © Matthew Salerno 2012
Scrum is an excellent tool for
           managing
   • Multiple Stakeholders
   • Communication Issues
• Extensive Work in Progress



             © Matthew Salerno 2012
Dealing with…

MULTIPLE STAKEHOLDERS


                © Matthew Salerno 2012
Stakeholders




  © Matthew Salerno 2012
Stakeholders
• Business Units




                   © Matthew Salerno 2012
Stakeholders
• Individual Employees




                  © Matthew Salerno 2012
Stakeholders
• Management




                 © Matthew Salerno 2012
Unaware of Other Stakeholders




           © Matthew Salerno 2012
Unaware of Other Stakeholders
  It is the Team’s responsibility to make
 Stakeholders aware of their place in the
                ‘ecosystem’




                © Matthew Salerno 2012
Scrum Master/Product Owner




          © Matthew Salerno 2012
Unified Product Backlog




        © Matthew Salerno 2012
Scrum Master/Product Owner can
   groom the product backlog




           © Matthew Salerno 2012
Avoid Requests (Stories) Getting
     Lost in the Cross Fire




            © Matthew Salerno 2012
The Team Becomes ‘Self-Aware’




           © Matthew Salerno 2012
Scrum Master/Product Owner Allows
          the Team To:




             © Matthew Salerno 2012
Scrum Master/Product Owner Allows
          the Team To:
Create unified product backlog




             © Matthew Salerno 2012
Scrum Master/Product Owner Allows
          the Team To:
Create unified product backlog
              and
  Provide a Central Point of
     Contact for Multiple
        Stakeholders
             © Matthew Salerno 2012
‘What’ and ‘When’




      © Matthew Salerno 2012
‘What’ and ‘When’
‘what’ needs to be done




        © Matthew Salerno 2012
‘What’ and ‘When’
‘what’ needs to be done
          and
 ‘when’ will it be done




        © Matthew Salerno 2012
CLEAR COMMUNICATION




       © Matthew Salerno 2012
CLEAR COMMUNICATION
  is the key to a successful
         organization




           © Matthew Salerno 2012
Dealing with…

COMMUNICATION ISSUES


                © Matthew Salerno 2012
Requester/Responder




      © Matthew Salerno 2012
‘Success of an organization hinges on
  the ability to make clear requests’
   (via Tobias Mayer, Scrum Master
         ‘Dogma Free Scrum’)




               © Matthew Salerno 2012
Requester/Responder

Stakeholders/Scrum Team




        © Matthew Salerno 2012
Requester/Responder
Requester
• What (needs to
  be done)




              © Matthew Salerno 2012
Requester/Responder
Requester
• What (needs to
  be done)
• Why (context)



              © Matthew Salerno 2012
Requester/Responder
Requester                  Responder
• What (needs to           • How (what will
  be done)                   the team do to
• Why (context)              ensure
                             completion)


              © Matthew Salerno 2012
EXHIBIT A: LATE NIGHT SNACK




          © Matthew Salerno 2012
EXHIBIT A: LATE NIGHT SNACK
• Requester – beautiful, loving
  girlfriend




                © Matthew Salerno 2012
EXHIBIT A: LATE NIGHT SNACK
• Requester – beautiful, loving
  girlfriend
• Responder - ME




                © Matthew Salerno 2012
EXHIBIT A: LATE NIGHT SNACK




          © Matthew Salerno 2012
EXHIBIT A: LATE NIGHT SNACK




          © Matthew Salerno 2012
EXHIBIT A: LATE NIGHT SNACK




          © Matthew Salerno 2012
Sprint Planning Sessions and Story
            Estimating




             © Matthew Salerno 2012
Sprint Planning Sessions and Story
            Estimating



Enable the Scrum Team to provide
authoritative responses to requests



             © Matthew Salerno 2012
STORYBOARD




  © Matthew Salerno 2012
Sprint Planning gives the workload
       ‘Form’ and ‘Visibility’




             © Matthew Salerno 2012
Sprint Planning gives the workload
       ‘Form’ and ‘Visibility’




             © Matthew Salerno 2012
Reliable Estimates of Delivery Dates
       and Visible Workflow




              © Matthew Salerno 2012
Reliable Estimates of Delivery Dates
        and Visible Workflow
• Set the Stage




               © Matthew Salerno 2012
Reliable Estimates of Delivery Dates
        and Visible Workflow
• Set the Stage
• Establish a vernacular




               © Matthew Salerno 2012
RECAP




© Matthew Salerno 2012
RECAP
• Scrum Master/PO – manage multiple
  Stakeholders and create unified workload




                  © Matthew Salerno 2012
RECAP
• Scrum Master/PO – manage multiple
  Stakeholders and create unified workload
• Planning/Estimating – establish a protocol for
  managing workflow. Working vernacular for
  requester/responder interaction




                   © Matthew Salerno 2012
WORK, WORK, WORK, WORK




        © Matthew Salerno 2012
WORK, WORK, WORK, WORK


LIKE IT’S THEIR JOB!



        © Matthew Salerno 2012
The Stakeholders will respond by
       asking for more…




            © Matthew Salerno 2012
Dealing with…

WORK IN PROGRESS (WIP)


                © Matthew Salerno 2012
DEPENDENCIES




   © Matthew Salerno 2012
DEPENDENCIES
• HR requests go to areas outside organization
  (payroll admin, insurance companies)




                   © Matthew Salerno 2012
DEPENDENCIES
• HR requests go to areas outside organization
  (payroll admin, insurance companies)
• A/R is dependent on teams entering hours for
  billing, clients payment schedules




                  © Matthew Salerno 2012
DEPENDENCIES
• HR requests go to areas outside organization
  (payroll admin, insurance companies)
• A/R is dependent on teams entering hours for
  billing, clients payment schedules
• Logistics, dealing with outside vendors




                  © Matthew Salerno 2012
DEPENDENCIES MAKE WIP SKYROCKET




            © Matthew Salerno 2012
SCRUM-BAN




  © Matthew Salerno 2012
SCRUM-BAN

WIP limited to ‘1’ story per
      team member




          © Matthew Salerno 2012
ON HOLD




© Matthew Salerno 2012
ON HOLD

  The ‘ON HOLD’ column can
become an easy starting point
for identifying impediments at
         A.M. Standup


           © Matthew Salerno 2012
Scrum-Ban helps make the team aware
          of dependencies




              © Matthew Salerno 2012
Scrum-Ban helps make the team aware
          of dependencies
   ‘Scrum, grant me the serenity to
accept the things I cannot change, the
 courage to change the things I can,
   and the story board to know the
              difference’



               © Matthew Salerno 2012
Benefits of…



THE SCRUM
OPERATIONS TEAM
               © Matthew Salerno 2012
THE SCRUM OPERATIONS TEAM
ONE POINT OF CONTACT FOR MULTIPLE
 STAKEHOLDERS




               © Matthew Salerno 2012
THE SCRUM OPERATIONS TEAM
ONE POINT OF CONTACT FOR MULTIPLE
 STAKEHOLDERS
UNIFIED BACKLOG




               © Matthew Salerno 2012
THE SCRUM OPERATIONS TEAM
ONE POINT OF CONTACT FOR MULTIPLE
 STAKEHOLDERS
UNIFIED BACKLOG
PROVIDE CLEAR ESTIMATES FOR STORY
 COMPLETION – VISIBLE WORKFLOW




               © Matthew Salerno 2012
THE SCRUM OPERATIONS TEAM
ONE POINT OF CONTACT FOR MULTIPLE
 STAKEHOLDERS
UNIFIED BACKLOG
PROVIDE CLEAR ESTIMATES FOR STORY
 COMPLETION – VISIBLE WORKFLOW
MANAGING WORK IN PROGRESS – AVOID
 MULTI-TASKING


               © Matthew Salerno 2012
TRUSTED AND ACCOUNTABLE




        © Matthew Salerno 2012
LIFTS THE ‘WEIGHT OF
WORRYING’ OFF THE SHOULDERS
   OF THE ORGANIZATION




          © Matthew Salerno 2012
SPEAK THE SAME LANGUAGE




        © Matthew Salerno 2012
ORGANIZATION-WIDE AGILE/SCRUM




           © Matthew Salerno 2012
ORGANIZATION-WIDE AGILE/SCRUM

 ‘WHEN ONLY PART OF THE FIRM IS
AGILE, THE ORGANIZATION IS AT WAR
            WITH ITSELF’
  (via Stephen Denning, author and
   thought leader in leadership and
            management)

             © Matthew Salerno 2012
FINAL WORDS




  © Matthew Salerno 2012
FINAL WORDS
• Scrum can help teams turn non-project
  workloads into manageable, project-like
  workloads




                   © Matthew Salerno 2012
FINAL WORDS
• Scrum can help teams turn non-project
  workloads into manageable, project-like
  workloads
• Scrum/Agile not just for Dev Teams!




                   © Matthew Salerno 2012
FINAL WORDS
• Scrum can help teams turn non-project
  workloads into manageable, project-like
  workloads
• Scrum/Agile not just for Dev Teams!
• Organization-wide Scrum will benefit ALL
  parts of your organization



                   © Matthew Salerno 2012
QUESTIONS!
         Matthew Salerno
Scrum Master and Operations Manager




           © Matthew Salerno 2012
Call to Action




   © Matthew Salerno 2012
Call to Action
• Create a product backlog with stories




                   © Matthew Salerno 2012
Call to Action
• Create a product backlog with stories
• If on a team, hold a daily standup




                   © Matthew Salerno 2012
Call to Action
• Create a product backlog with stories
• If on a team, hold a daily standup
• Read one of the suggested books on
  Scrum/Agile practices




                   © Matthew Salerno 2012
Call to Action
• Create a product backlog with stories
• If on a team, hold a daily standup
• Read one of the suggested books on
  Scrum/Agile practices
• Limit your WiP ( stop multi-tasking! )




                   © Matthew Salerno 2012
Call to Action
• Create a product backlog with stories
• If on a team, hold a daily standup
• Read one of the suggested books on
  Scrum/Agile practices
• Limit your WiP ( stop multi-tasking! )
• Try to identify and remove impediments to
  your workflow (be your own Scrum Master)


                  © Matthew Salerno 2012
Call to Action
• Create a product backlog with stories
• If on a team, hold a daily standup
• Read one of the suggested books on
  Scrum/Agile practices
• Limit your WiP ( stop multi-tasking! )
• Try to identify and remove impediments to
  your workflow (be your own Scrum Master)
• Think about doing any of the above!
                  © Matthew Salerno 2012

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Non Developer Scrum Teams: How Scrum Can Improve Your Operations

Editor's Notes

  1. Mention: have most of these in the room, human resources/accounting/etc.
  2. Repeating Processes (Invoicing, Hours Tracking, Payroll Processing, Restocking, New Employee Training)
  3. Requests(Supporting the rest of the organization, Logistics, HR Inquiries, Assistance when needed)
  4. Scrum NOT intended for Operations (Request-based)/Intended for ‘PROJECTS’ (Development, Manufacturing), Processes with clear beginning and end – This is why most organizations believe there is some sort of ‘line in the sand’ between scrum teams and non-scrum teams
  5. Scrum NOT intended for Operations (Request-based)/Intended for ‘PROJECTS’ (Development, Manufacturing), Processes with clear beginning and end – This is why most organizations believe there is some sort of ‘line in the sand’ between scrum teams and non-scrum teams
  6. Impediments – (Pivot here from original point, which is counter to the thesis argument, and start to make consonant with thesis). Scrum is essentially a method for dealing with impediments or uncertainty. Much of the uncertainty faced by dev teams is mirrored on operations teams
  7. Insert drawn icon
  8. Insert drawn icon
  9. Talk about the meaning of WIP. Means Work In Progress – i.e. work that is not completely finished. Work in progress is like excess inventory, in that it’s inefficient and wasteful. You want to be producing as quickly as you can sell goods, leading to holding minimum inventory. Similarly, you should only be creating new work as quickly as you can finish it, which will lead to a drop in Work in Progress. Scrum, specifically a practice called Scrum-Ban, is great for minimizing costly work in progress buildup.----- Meeting Notes (6/21/12 11:50) -----DESCRIBE WORK IN PROGRESS - BUILD UP OF WORK IN PROGRESS IS LIKE BUILD UP OF INVENTORY AT A MANUFACTURING PLANT. WANT TO DO JUST IN TIME PRODUCTION, RATE OF PRODUCTION IS PEGGED TO THE RATE OF CONSUMPTION
  10. Insert graphic
  11. Insert graphic
  12. Insert graphic
  13. Different product owners often are not aware of each other (use graphic to illustrate this). ‘It is the team’s job to prioritize, estimate capacity, and keep product owners apprised of the environment so they become aware of their own place in the ecosystem’ –
  14. Different product owners often are not aware of each other (use graphic to illustrate this). ‘It is the team’s job to prioritize, estimate capacity, and keep product owners apprised of the environment so they become aware of their own place in the ecosystem’ –
  15. Here, the Scrum Master (person with superman shirt) can be advantageous. Creates a single point of contact between multiple owners and the team. Funneling of requests into a unified product backlog. This may work slightly differently at a larger organization like Kaplan, at Cyrus, the various team members inform each other’s work, i.e. accounting can help make logistics decision, (choice of vendor), recruiting may have insights into personnel demos, informing hr decisions about benefits admin, etc. This kind of collaboration is possible, and highly functional, however this can also be implemented on homogenous or non-mixed teams----- Meeting Notes (6/21/12 11:50) -----SCRUM MASTER HELPS TO REMOVE IMPEDIMENTSPRODUCT OWNER ACTS AS THE VOICE OF THE STAKEHOLDERS/CUSTOMER. ACTS AS A SINGLE POINT OF CONTACT FOR THE TEAM (IN OUR EXAMPLE)
  16. Explain backlog. Essentially, it is a list of the work to be completed. Backlog does not, as in some other uses, imply that something is late or that work is piling up due (that’s WIP!). It is a scrum term referring to the ‘work’! The unified product backlog is something manageable, measurable, must be unified to be managed. Something the team can mobilize around. Side note about certification, but the key is the knowledge, not the certificate----- Meeting Notes (6/21/12 11:50) -----DEFINE BACKLOG - NOT LATE! IT IS JUST ANOTHER TERM FOR THE WORK
  17. With a unified product backlog, suddenly requests from un-related product owners, which are often in direct conflict, can be prioritized together, making for unified workflow. Scrum Master can ‘groom’ product backlog (graphic, combing and shaving the product backlog). Ensure stories don’t get lost in the ‘cross-fire’ or mulitiple product owners (graphic, cross-fire commercial?)----- Meeting Notes (6/21/12 11:50) -----DEFINE GROOM - PRIORITIZE ALL THE DIFFERENT COMPONENTS OF WORK, ACCORDING TO CUSTOMER/STAKEHOLDER NEEDS AND TEAM CAPACITY
  18. With a unified product backlog, suddenly requests from un-related product owners, which are often in direct conflict, can be prioritized together, making for unified workflow. Scrum Master can ‘groom’ product backlog (graphic, combing and shaving the product backlog). Ensure stories don’t get lost in the ‘cross-fire’ or mulitiple product owners (graphic, cross-fire commercial?)----- Meeting Notes (6/21/12 11:50) -----SINGLE POINT OF CONTACT
  19. Ultimately, the result of having a Scrum Master is that the team can be self-aware. The team knows it’s entire backlog (from multiple POs) and in such a way is able to act strategically and decisively. The team is also able to approach their work with a process improvement mindset. No longer in triage, or rote implementation, the team is now problem solving (source of all innovation). Can greatly improve involvement, investment. Don’t want to say motivation, as many teams not using Scrum don’t suffer from lack of motivation, but a different approach, fostering creativity and critical thinking, that can engage team members in a different kind of way----- Meeting Notes (6/21/12 11:50) -----TEAM SEES THEMSELVES AS A 'TEAM'. MORALE UP, MOTIVATION UP, SATISFACTION UP. MOBILIZING AROUND A DEFINABLE BODY OF WORK
  20. Operations teams can thus clearly communicate their capacity to product owners, and how each PO’s requests are prioritized (including completion estimates) in the backlog
  21. The best ‘requester/responder’ relationship is one of collaboration. Parallels with ‘servant leadership’ agile/scrum principles. Concept that the requester and responder in fact serve one another. Central to this is the ability to communicate clearly and accurately
  22. Make this relevant, keep tying it back to Scrum teams, mention that Scrum enables an operations team to be a capable responder by giving them a language to communicate the ‘HOW’
  23. EXHIBIT A – LATE NIGHT SNACK
  24. Set the scene…Thursday night, just gotten home from my Scrum talk. GF and dog are lying on the couch comfortably, watching TV. and I say ‘I’m going to the store’. Then. The request…
  25. ‘get me something GOOD. So I mosey on down to the store. I know she ate ‘Cherry Garcia’ a few months ago, and she always seems to be eating bagel chips, so I make a bunch of assumptions that she continues to like these two fine snacks, and buy them…
  26. I say ‘OK, be back in a few’. Inevitably, I come back with cherry garcia and everything bagel chips, but she now HATES cherry garcia and only wants Peanut Butter Cup. and the bagel chips ‘hurt her mouth’. The requester/responder relationship has failed miserably.
  27. In a successful r and r relationship, the responder might say. ‘Ok, I know the store has x,y, and z. If they don’t have x, I’ll get y, and if they don’t have x or y, I’ll get z. I should be back in five minutes… This enables the requester to clarify their request (knowing the ‘HOW’) and leads to a successful transaction.
  28. Sprint Planning session – An operations team, by breaking time up into sprints and turning requests into stories, can manage ongoing processes (fielding HR requests, repeating processes like A/R and A/P tracking) as if they were a project. This allows for much more exact time estimating (‘your request will be handled in this sprint’ – short, 1,2 weeks). POs will get used to hearing completion estimates from Ops in this way, and once apprised of the estimates, can focus on better things than whether or not operations will get it done (answer: they WILL get it done). ----- Meeting Notes (6/21/12 11:50) -----SPRINT - TIMEBOXED PERIOD TO COMPLETE THE BACKLOGESTIMATING - TEAM ESTIMATES HOW MUCH EFFORT/TIME IS INVOLVED IN COMPLETING EACH TASK
  29. Another important aspect of scrum workflow management is task estimating. Specifically, estimating tasks not based on hours but on relative difficulty. (Example of task that may seem easy, but relative to a competing task, is of greater value, allowing for work organization?) Also may want to touch on aspect of breaking down stories into tasks. For requests, often a portion of the work is dependent on others (will come back to this later). Breaking down stories into tasks can help ops isolate which steps will cut into their capacity and which will be spent ‘waiting’ ----- Meeting Notes (6/21/12 11:50) -----VISUALIZE THE WORKLOAD AND WORKFLOW - THIS IS A KANBAN PRACTICE - ALLOWS FOR CLEARER COMMUNICATION
  30. Insert ‘workload’ blurry
  31. Insert ‘workload’ clear. Sprint planning and the attendant story/task breakdown and estimating turn the ambiguous monolith of the operations team backlog and bring it into sharp relief/focus. Armed with this knowledge, the operations team can provide accurate and honest estimates to the rest of the organization. In so doing, they can fulfill their clarity obligation in the requester/responder collaborative space.
  32. Set the stage for competing work, via Sprints (time constraint), Stories/Tasks (definition constraints)
  33. Allowing the POs (requesters) to communicate more clearly and effectively, enabling a productive r and r relationship
  34. Scrum meetings/estimating facilitate the clarity necessary for a productive dynamic within the organization (ability to make and respond to requests clearly). In such a way the operations team can become much more efficient (by avoiding mistakes, re-work, dragging timelines, etc.)
  35. the operations team backlog is loaded with ‘dependencies’; HR requests often go to areas outside the organization (payroll admin, benefits). A/R is dependent on the team entering all billing info, clients payment schedules, etc.etc. This can lead to a lot of WiP(bad). With the team using scrum to be more productive than ever, WiP will go up.
  36. the operations team backlog is loaded with ‘dependencies’; HR requests often go to areas outside the organization (payroll admin, benefits). A/R is dependent on the team entering all billing info, clients payment schedules, etc.etc. This can lead to a lot of WiP(bad). With the team using scrum to be more productive than ever, WiP will go up.
  37. the operations team backlog is loaded with ‘dependencies’; HR requests often go to areas outside the organization (payroll admin, benefits). A/R is dependent on the team entering all billing info, clients payment schedules, etc.etc. This can lead to a lot of WiP(bad). With the team using scrum to be more productive than ever, WiP will go up.
  38. the operations team backlog is loaded with ‘dependencies’; HR requests often go to areas outside the organization (payroll admin, benefits). A/R is dependent on the team entering all billing info, clients payment schedules, etc.etc. This can lead to a lot of WiP(bad). With the team using scrum to be more productive than ever, WiP will go up.
  39. Insert GIF of growing storycard pile
  40. Here, instituting Scrum-Ban, or setting up a ‘pull’ system for workflow, can be instrumental in helping the OPS team to manage WiP. On my team (anecdotal, introduce picture of the OPS team storyboard wall), we manage WiP in one of two ways.
  41. The first is setting up WiP quotas. The team stipulates that there be no more than ‘1’ story, per team member, In Progress at any given time. (insert graphic with ‘whip’ sound for trying to have more than one thing in progress at a time).
  42. Quotas, however, can pose an issue when dealing with dependencies. A Team member may start a story dependent on someone outside of the team (whose work is not calculated into capacity estimates). They are to the point where they can no longer work on the story without the outsider’s contribution, but it’s not yet ‘done, done’. In this case, we’ve created an ‘On Hold’ column. A story is placed ‘On Hold’ along with a marker indicating why it’s on hold and as of what date (or until a future date, if it’s known).
  43. Quotas, however, can pose an issue when dealing with dependencies. A Team member may start a story dependent on someone outside of the team (whose work is not calculated into capacity estimates). They are to the point where they can no longer work on the story without the outsider’s contribution, but it’s not yet ‘done, done’. In this case, we’ve created an ‘On Hold’ column. A story is placed ‘On Hold’ along with a marker indicating why it’s on hold and as of what date (or until a future date, if it’s known).
  44. As importantly, a believe the Scrum-Ban concept of WiP management help an operations team be cognizant of ‘dependencies’. In so doing, the team is able to pinpoint (quote: give me power to change things that I can change, accept those things I can’t, etc.) and to not think about those things they cannot impact, saving valuable energy (dr Strangelove, previous fluids) for other work.
  45. INSERT PICTURE HERE. The Scrum operations team has become a trusted and accountable part of the organization. (graphic – placing medal on chest). This can be immensely powerful in aiding the development team (or core team), management, and other depts carry out their jobs.
  46. INSERT PICTURE HERE. The Scrum operations team has become a trusted and accountable part of the organization. (graphic – placing medal on chest). This can be immensely powerful in aiding the development team (or core team), management, and other depts carry out their jobs.
  47. Similarly, an operations team fluent in Scrum is able to ‘speak the same language’ as the rest of the organization. The value of having your whole organization speaking the same language CANNOT BE OVERSTATED
  48. Denning: ‘When only part of a firm is Agile, the organization is at war itself.’ An organization that is not all agile will ‘break the chain’. Agile operations can add the missing link to establish a continuous feedback loop.
  49. Denning: ‘When only part of a firm is Agile, the organization is at war itself.’ An organization that is not all agile will ‘break the chain’. Agile operations can add the missing link to establish a continuous feedback loop.