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Copyright © Institut Lean France 2011




Lean with Distributed Teams
  “Aligning IT projects with the business”
          (2009-2011 experience)


         Caroline Leclerc
Copyright © Institut Lean France 2011




                                           Agenda

• LEAN Approach - Starting Point
• Step by Step Optimization
          Time Management
          Scope & Quality Management
• Distributed Teams Management
          Communication Management
• Customer feedback & Conclusion
LEAN Project Management with Distributed Teams - Caroline Leclerc                          2
Copyright © Institut Lean France 2011




   LEAN approach

   STARTING POINT


LEAN Project Management with Distributed Teams - Caroline Leclerc                          3
Copyright © Institut Lean France 2011




                 When telecom meets IT
• IT-Telecom Convergence
          90’s : Communication
          Today : Services & Applications
         1987 : [] Phoning                 Today : [] The
       becomes a sixth sense.              world is yours.

• Project context :
          Services platform customization
          Three mobile operators, MVNOs, one outsider
          Highly competitive and reactive Mass Market
          Launches linked to communication campaigns

LEAN Project Management with Distributed Teams - Caroline Leclerc                          4
Copyright © Institut Lean France 2011




                      LEAN Starting Point
Performance Domains              2009 Status
Time                             Project lead-time not matching the market
                                 Poor response time to competitors (iterative project mode)
Scope                            Change requests added during the whole project length
Quality                          Significant cost of non quality (rework and defects detected
                                 during customer acceptance)
Communication                    Customer complaining about a « tunnel » effect.
                                 Teams complaining about scope creep/rework and response
                                 time between the development and the test teams.
Human resource                   Stress and high turnover rate, bottleneck syndrome
⇒ Customer demands :
   • Reduce projects lead-time
   • Ensure deliverables compliance – « no bug policy »
   • Lower total costs
   LEAN reflexion is initiated in collaboration with the customer.
LEAN Project Management with Distributed Teams - Caroline Leclerc                                        5
Copyright © Institut Lean France 2011




               2011 “win-win scenario”
Performance Domains                  2011 Status
Time                                 Directly linked to project complexity
Cost                                 Price transparency (complexity model)
Scope                                Scope “smoothing” and prioritization
Quality                              Errors root causes are identified and actions taken.
Communication                        • No tunnel effect, continuous feedbacks.
                                     • Daily synchronisation and obstacles resolution.
                                     • Responsibility clearly identified.
                                     • Project KPIs and progress available for all stakeholders

              100%

               80%
                               50%
               60%
                                                                                2009
               40%                                25%                           2011
                                                                      15%
               20%
                0%
                     Project lead-time   Change requests     Defects & errors
                                                           (seen by customer)
LEAN Project Management with Distributed Teams - Caroline Leclerc                                              6
Copyright © Institut Lean France 2011




   Time, Scope & Quality Management

   STEP BY STEP OPTIMIZATION


LEAN Project Management with Distributed Teams - Caroline Leclerc                          7
Copyright © Institut Lean France 2011




The Muda Analysis :
7 types of waste

Principle : Wastes in all our
processes lead to higher costs
and longer lead times.
In our case : three wastes are
identified

1 – Waiting : “waterfall” process
2 – Over-Processing (adding
complexity)
3 – Correction

Two last issues mostly linked to
three factors :
 - late change requests and scope
creep
 - errors partial analysis
 - communication flaws between
stakeholders
LEAN Project Management with Distributed Teams - Caroline Leclerc                          8
Copyright © Institut Lean France 2011




                     Time Management – Step 1
   W1        W2         W3             W4       W5          W6         W7     W8         W9        W10   W11     W12           W13            W14


                                                         Initial Process : Waterfall
                                                         Development               Integration Tests
                                                                                                           Acceptance Testing
 Kick Off
                      Detailed Specification
 Feasibility Study    Customer Responsibility
                                                                                                                                              Live

  ⇒ Project particularities :
     • Iterative project mode
     • Feasibility study : recommendations to match customer needs with the platform logics
     • Detailed specification from the customer is a prerequisite for both dev. and testing
                                                           New Process : Sprint

                     Spec1       2          3
Feasibility Study
                           Dev1             2        3
                                                2          3           Acceptance Testing        Live
                                   Test1

     LEAN Project Management with Distributed Teams - Caroline Leclerc                                                                        9
Copyright © Institut Lean France 2011




  Kaizen feedbacks : Step 1
 Step 1 Assessment :




Collaboration & Communication

                                                     Step 1 – results

                         100%
                                            75%
                          80%                                  60%                   65%

                          60%                                                                   2009
                          40%                                                                   2010
                          20%
                           0%
                                 Project lead-time   Change requests   Defects & errors (seen
                                                                           by customer)
 ⇒ Given this conclusion, the customer agreed to split up the scope if project lead-time
 was directly linked to the scope complexity.
  LEAN Project Management with Distributed Teams - Caroline Leclerc                                                         10
Copyright © Institut Lean France 2011




                    Time Management – Step 2
   W1        W2        W3          W4          W5       W6      W7          W8   W9     W10   W11   W12            W13             W14



                                                    Step 1 : Sprint introduction
                    Detailed Specification
                    Customer Responsibility


                                 Development
Feasibility Study                                                 Acceptance Testing
                                        Integration Tests
                                                                                       Live

                                             Step 2 : Sprint + Scope fragmentation

          Spec1 2            3

              Dev1           2           3             Acceptance Testing

                      Test1          2          3                Live                                                    Live

⇒ Two iterative optimized projects in one initial « waterfall » project time frame.
⇒ Scope reduction & quality improvement shortens the acceptance testing phase
    LEAN Project Management with Distributed Teams - Caroline Leclerc                                                          11
Copyright © Institut Lean France 2011




Kaizen feedbacks : Step 2
•   Customer involvement & reorganisation : scope “smoothing” over iterative
    projects
•   Supplier engagement : lead-time proportionally linked to scope complexity
•   Communication improvement
•   Enforced quality control and corrective actions


                                                Step 2 - Results

                     100%
                      80%
                                       50%
                      60%                                                              2009
                      40%                                25%
                                                                             15%       2011
                      20%
                       0%
                            Project lead-time   Change requests     Defects & errors
                                                                  (seen by customer)


            How did the project team managed ?
LEAN Project Management with Distributed Teams - Caroline Leclerc                                                  12
Copyright © Institut Lean France 2011




   Communication Management

   DISTRIBUTED TEAMS


LEAN Project Management with Distributed Teams - Caroline Leclerc                        13
Copyright © Institut Lean France 2011




              Distributed Team context
                                   • Project Team based in four locations
                                             Project Manager/Experts – Site A
                                             Development team – Site B
                                             Testing team – Site C & D
                                   • Interventions on three customer locations

         How is Visual Management possible ?




LEAN Project Management with Distributed Teams - Caroline Leclerc                                14
Copyright © Institut Lean France 2011




             Different methods applied
• Scrum – Stand Up Meeting
         Collocated vs Remote Organization
• Planning & Quality Follow up
• Kaizen
         Feedback loop
         Success and points to improve
         Field experience
• Team “buy in”
         Roadmap
         Project Aim


 LEAN Project Management with Distributed Teams - Caroline Leclerc                        15
Copyright © Institut Lean France 2011




                                                      Scrum Meeting
                                                                                         15 minutes daily meeting
                                                                                         Teams members respond to basics:
                                                                                         1) What did you do since last Scrum Meeting?
                                                                                         2) Do you have any obstacle?
                                                                              Every 24   3) What will you do before next meeting?
                    Sprint Backlog                                             hours
                    Features assigned to
                    sprint


                                       S1                                                                                         S1
   Scrum Overview




                           S2                     Sprint planning meeting                                    Sprint review meeting
                                                  Time boxed to 2 – 4 hours
                           S3                     1) Selecting Product backlog
                                                                                                             Time boxed to 4 hours
                                                                                                             New functionality is demonstrated at end
                           S4                     2) Preparing Sprint backlog                                of sprint


                    Product Backlog                                                                          Sprint retrospective meeting
                                                                                                             Time boxed to 3 hours
                    Prioritized the most value added
                    product features desired by the customer                                                 1) What went well during the last sprint?
                                                                                                             2) What can be improved in the next sprint?

                          SOW



Prerequisite : The scrum will have 2 phases (with and without the customer).


  LEAN Project Management with Distributed Teams - Caroline Leclerc                                                                                          16
Copyright © Institut Lean France 2011




                       Scrum Management
 • Colocated                                               • Distributed
           Initiation of the sprint                                   Each coordinator is in
           process with the team                                      charge of his projects local
           Mentoring on visual                                        visual support
           management and scrums                                                   To Customer + Team

                                                                     PM            Progress, Action Log

                                                                     Coordinator   Exchange grid




Visual Management limitation
  Visual management practice must be outsourced on each remote site
  Support must be adapted to digital exchanges
 LEAN Project Management with Distributed Teams - Caroline Leclerc                                                 17
Copyright © Institut Lean France 2011




Planning & Quality                                       Next to the team
Follow up                                                Updated in real time by the team
PLANNING FOLLOW UP - VISUAL

  The full project planning is
available.

QUALITY FOLLOW UP - VISUAL
Including customer vs. Internal errors

  Project Team can justify reworks
and cost of non quality (his
responsibility or customer’s)
  Customers’ errors are reported to
the customer as soon as detected
                                                          Support for Kaizen
  Project team errors are visible
during the project and retroactively.                     Share of responsibility
                                                          Quality “real time audit”

LEAN Project Management with Distributed Teams - Caroline Leclerc                                          18
Copyright © Institut Lean France 2011




      KAIZEN “ change for the better”

•     Monthly meetings
•     Debriefing of the last KAIZEN actions
•     Main events & Feedback loops
            Review of the Month Successes
            Review of the Month Deficiencies
            Level of deliverables conformance
•     Review of field experience & sites’ visits
•     Processes, Tools & Communication
      enhancement lead
•     Experience feedbacks between projects




    LEAN Project Management with Distributed Teams - Caroline Leclerc                        19
Copyright © Institut Lean France 2011




Quality of deliverables follow up                                   Project Team Quality Monitoring
CUSTOMER responsibility
Specific KPIs defined with the customer are
monitored and reported by the project team.

DEV or TEST TEAM responsibility
-Is it a misunderstanding of the customer’s need ?
A lack of time ? A unexpected delay ?
                                                                    2010-   2010-   2011- 2011- 2011-
⇒Feasibility study, processes & communication                       10      11      1     2     3
to review
                                                                Project team Competence Monitoring
-Is it a human error ? A misunderstanding of the
way to implement or a dev/test tool limitation ?
⇒Is the documentation up to date ? Has the
proper training/briefing been made ? Can we
improve the tools ?

Each error is sorted out and KPIs monitored
to follow the evolution project by project.
LEAN Project Management with Distributed Teams - Caroline Leclerc                                                   20
Copyright © Institut Lean France 2011




On site management & Field experience
SCRUM ON SITE
- Once a week
- Updates of documents to display

FIELD EXPERIENCE (live deployment)
Emphasize problematic on :
-Logistic
-Organisation of operations
-Team share of responsibility
-Stress
-Tools limitation
-Workarounds in place
-Etc…

⇒Encounter with all teams’ members
⇒Conclusions seen in Kaizen
LEAN Project Management with Distributed Teams - Caroline Leclerc                        21
Copyright © Institut Lean France 2011




Feedback Loops &
Recognition
How Do You Give Positive/Negative
Feedback to Your Team Members?

Weekly « satisfaction » KPIs                        Snapshot
enhance healthy competition
between teams.

Weekly « weather forecast » is the
occasion to summarize the week
main events.

Subjective Dissatisfaction                         Cumulated
/Satisfaction is visible and reported.
                                                 Three points of view :
Summary is presented by each                      Development Team (from PM)
team during the monthly KAIZEN                    Testing & Deployment Team (from PM)
workshop .                                        Project perception (from customer)
LEAN Project Management with Distributed Teams - Caroline Leclerc                                   22
Copyright © Institut Lean France 2011




Team anticipation & Project business purpose

ROADMAP
+ Locally displayed
+ Team members are fully aware of
the planning to come and free to
comment it.


PROJECT PURPOSE
+ Links technical projects to their
business purpose
+ Align team technical objectives
with customer’s strategy




LEAN Project Management with Distributed Teams - Caroline Leclerc                        23
Copyright © Institut Lean France 2011




   Conclusion as a Project Manager

   CUSTOMER FEEDBACK


LEAN Project Management with Distributed Teams - Caroline Leclerc                        24
Copyright © Institut Lean France 2011




Customer feedbacks                                                  PM experience
Congratulations received in 2011                    + Close collaboration with the team

                                                    + Work together with customer toward shared
                                                    outcomes

                                                    + Business and technical constraints shared
                                                    and understood by all stakeholders

                                                    + Good understanding of the team activity,
                                                    concerns and obstacles

                                                    + Projects’ progress graphically displayed and
                                                    available for every hierarchy levels during and
                                                    after the project (improvement is obvious)

                                                    + Healthy competition between projects and
                                                    teams
LEAN Project Management with Distributed Teams - Caroline Leclerc                                              25
Copyright © Institut Lean France 2011




   Q&A


LEAN Project Management with Distributed Teams - Caroline Leclerc                        26

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Lean with distributed teams

  • 1. Copyright © Institut Lean France 2011 Lean with Distributed Teams “Aligning IT projects with the business” (2009-2011 experience) Caroline Leclerc
  • 2. Copyright © Institut Lean France 2011 Agenda • LEAN Approach - Starting Point • Step by Step Optimization Time Management Scope & Quality Management • Distributed Teams Management Communication Management • Customer feedback & Conclusion LEAN Project Management with Distributed Teams - Caroline Leclerc 2
  • 3. Copyright © Institut Lean France 2011 LEAN approach STARTING POINT LEAN Project Management with Distributed Teams - Caroline Leclerc 3
  • 4. Copyright © Institut Lean France 2011 When telecom meets IT • IT-Telecom Convergence 90’s : Communication Today : Services & Applications 1987 : [] Phoning Today : [] The becomes a sixth sense. world is yours. • Project context : Services platform customization Three mobile operators, MVNOs, one outsider Highly competitive and reactive Mass Market Launches linked to communication campaigns LEAN Project Management with Distributed Teams - Caroline Leclerc 4
  • 5. Copyright © Institut Lean France 2011 LEAN Starting Point Performance Domains 2009 Status Time Project lead-time not matching the market Poor response time to competitors (iterative project mode) Scope Change requests added during the whole project length Quality Significant cost of non quality (rework and defects detected during customer acceptance) Communication Customer complaining about a « tunnel » effect. Teams complaining about scope creep/rework and response time between the development and the test teams. Human resource Stress and high turnover rate, bottleneck syndrome ⇒ Customer demands : • Reduce projects lead-time • Ensure deliverables compliance – « no bug policy » • Lower total costs LEAN reflexion is initiated in collaboration with the customer. LEAN Project Management with Distributed Teams - Caroline Leclerc 5
  • 6. Copyright © Institut Lean France 2011 2011 “win-win scenario” Performance Domains 2011 Status Time Directly linked to project complexity Cost Price transparency (complexity model) Scope Scope “smoothing” and prioritization Quality Errors root causes are identified and actions taken. Communication • No tunnel effect, continuous feedbacks. • Daily synchronisation and obstacles resolution. • Responsibility clearly identified. • Project KPIs and progress available for all stakeholders 100% 80% 50% 60% 2009 40% 25% 2011 15% 20% 0% Project lead-time Change requests Defects & errors (seen by customer) LEAN Project Management with Distributed Teams - Caroline Leclerc 6
  • 7. Copyright © Institut Lean France 2011 Time, Scope & Quality Management STEP BY STEP OPTIMIZATION LEAN Project Management with Distributed Teams - Caroline Leclerc 7
  • 8. Copyright © Institut Lean France 2011 The Muda Analysis : 7 types of waste Principle : Wastes in all our processes lead to higher costs and longer lead times. In our case : three wastes are identified 1 – Waiting : “waterfall” process 2 – Over-Processing (adding complexity) 3 – Correction Two last issues mostly linked to three factors : - late change requests and scope creep - errors partial analysis - communication flaws between stakeholders LEAN Project Management with Distributed Teams - Caroline Leclerc 8
  • 9. Copyright © Institut Lean France 2011 Time Management – Step 1 W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 Initial Process : Waterfall Development Integration Tests Acceptance Testing Kick Off Detailed Specification Feasibility Study Customer Responsibility Live ⇒ Project particularities : • Iterative project mode • Feasibility study : recommendations to match customer needs with the platform logics • Detailed specification from the customer is a prerequisite for both dev. and testing New Process : Sprint Spec1 2 3 Feasibility Study Dev1 2 3 2 3 Acceptance Testing Live Test1 LEAN Project Management with Distributed Teams - Caroline Leclerc 9
  • 10. Copyright © Institut Lean France 2011 Kaizen feedbacks : Step 1 Step 1 Assessment : Collaboration & Communication Step 1 – results 100% 75% 80% 60% 65% 60% 2009 40% 2010 20% 0% Project lead-time Change requests Defects & errors (seen by customer) ⇒ Given this conclusion, the customer agreed to split up the scope if project lead-time was directly linked to the scope complexity. LEAN Project Management with Distributed Teams - Caroline Leclerc 10
  • 11. Copyright © Institut Lean France 2011 Time Management – Step 2 W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 Step 1 : Sprint introduction Detailed Specification Customer Responsibility Development Feasibility Study Acceptance Testing Integration Tests Live Step 2 : Sprint + Scope fragmentation Spec1 2 3 Dev1 2 3 Acceptance Testing Test1 2 3 Live Live ⇒ Two iterative optimized projects in one initial « waterfall » project time frame. ⇒ Scope reduction & quality improvement shortens the acceptance testing phase LEAN Project Management with Distributed Teams - Caroline Leclerc 11
  • 12. Copyright © Institut Lean France 2011 Kaizen feedbacks : Step 2 • Customer involvement & reorganisation : scope “smoothing” over iterative projects • Supplier engagement : lead-time proportionally linked to scope complexity • Communication improvement • Enforced quality control and corrective actions Step 2 - Results 100% 80% 50% 60% 2009 40% 25% 15% 2011 20% 0% Project lead-time Change requests Defects & errors (seen by customer) How did the project team managed ? LEAN Project Management with Distributed Teams - Caroline Leclerc 12
  • 13. Copyright © Institut Lean France 2011 Communication Management DISTRIBUTED TEAMS LEAN Project Management with Distributed Teams - Caroline Leclerc 13
  • 14. Copyright © Institut Lean France 2011 Distributed Team context • Project Team based in four locations Project Manager/Experts – Site A Development team – Site B Testing team – Site C & D • Interventions on three customer locations How is Visual Management possible ? LEAN Project Management with Distributed Teams - Caroline Leclerc 14
  • 15. Copyright © Institut Lean France 2011 Different methods applied • Scrum – Stand Up Meeting Collocated vs Remote Organization • Planning & Quality Follow up • Kaizen Feedback loop Success and points to improve Field experience • Team “buy in” Roadmap Project Aim LEAN Project Management with Distributed Teams - Caroline Leclerc 15
  • 16. Copyright © Institut Lean France 2011 Scrum Meeting 15 minutes daily meeting Teams members respond to basics: 1) What did you do since last Scrum Meeting? 2) Do you have any obstacle? Every 24 3) What will you do before next meeting? Sprint Backlog hours Features assigned to sprint S1 S1 Scrum Overview S2 Sprint planning meeting Sprint review meeting Time boxed to 2 – 4 hours S3 1) Selecting Product backlog Time boxed to 4 hours New functionality is demonstrated at end S4 2) Preparing Sprint backlog of sprint Product Backlog Sprint retrospective meeting Time boxed to 3 hours Prioritized the most value added product features desired by the customer 1) What went well during the last sprint? 2) What can be improved in the next sprint? SOW Prerequisite : The scrum will have 2 phases (with and without the customer). LEAN Project Management with Distributed Teams - Caroline Leclerc 16
  • 17. Copyright © Institut Lean France 2011 Scrum Management • Colocated • Distributed Initiation of the sprint Each coordinator is in process with the team charge of his projects local Mentoring on visual visual support management and scrums To Customer + Team PM Progress, Action Log Coordinator Exchange grid Visual Management limitation Visual management practice must be outsourced on each remote site Support must be adapted to digital exchanges LEAN Project Management with Distributed Teams - Caroline Leclerc 17
  • 18. Copyright © Institut Lean France 2011 Planning & Quality Next to the team Follow up Updated in real time by the team PLANNING FOLLOW UP - VISUAL The full project planning is available. QUALITY FOLLOW UP - VISUAL Including customer vs. Internal errors Project Team can justify reworks and cost of non quality (his responsibility or customer’s) Customers’ errors are reported to the customer as soon as detected Support for Kaizen Project team errors are visible during the project and retroactively. Share of responsibility Quality “real time audit” LEAN Project Management with Distributed Teams - Caroline Leclerc 18
  • 19. Copyright © Institut Lean France 2011 KAIZEN “ change for the better” • Monthly meetings • Debriefing of the last KAIZEN actions • Main events & Feedback loops Review of the Month Successes Review of the Month Deficiencies Level of deliverables conformance • Review of field experience & sites’ visits • Processes, Tools & Communication enhancement lead • Experience feedbacks between projects LEAN Project Management with Distributed Teams - Caroline Leclerc 19
  • 20. Copyright © Institut Lean France 2011 Quality of deliverables follow up Project Team Quality Monitoring CUSTOMER responsibility Specific KPIs defined with the customer are monitored and reported by the project team. DEV or TEST TEAM responsibility -Is it a misunderstanding of the customer’s need ? A lack of time ? A unexpected delay ? 2010- 2010- 2011- 2011- 2011- ⇒Feasibility study, processes & communication 10 11 1 2 3 to review Project team Competence Monitoring -Is it a human error ? A misunderstanding of the way to implement or a dev/test tool limitation ? ⇒Is the documentation up to date ? Has the proper training/briefing been made ? Can we improve the tools ? Each error is sorted out and KPIs monitored to follow the evolution project by project. LEAN Project Management with Distributed Teams - Caroline Leclerc 20
  • 21. Copyright © Institut Lean France 2011 On site management & Field experience SCRUM ON SITE - Once a week - Updates of documents to display FIELD EXPERIENCE (live deployment) Emphasize problematic on : -Logistic -Organisation of operations -Team share of responsibility -Stress -Tools limitation -Workarounds in place -Etc… ⇒Encounter with all teams’ members ⇒Conclusions seen in Kaizen LEAN Project Management with Distributed Teams - Caroline Leclerc 21
  • 22. Copyright © Institut Lean France 2011 Feedback Loops & Recognition How Do You Give Positive/Negative Feedback to Your Team Members? Weekly « satisfaction » KPIs Snapshot enhance healthy competition between teams. Weekly « weather forecast » is the occasion to summarize the week main events. Subjective Dissatisfaction Cumulated /Satisfaction is visible and reported. Three points of view : Summary is presented by each Development Team (from PM) team during the monthly KAIZEN Testing & Deployment Team (from PM) workshop . Project perception (from customer) LEAN Project Management with Distributed Teams - Caroline Leclerc 22
  • 23. Copyright © Institut Lean France 2011 Team anticipation & Project business purpose ROADMAP + Locally displayed + Team members are fully aware of the planning to come and free to comment it. PROJECT PURPOSE + Links technical projects to their business purpose + Align team technical objectives with customer’s strategy LEAN Project Management with Distributed Teams - Caroline Leclerc 23
  • 24. Copyright © Institut Lean France 2011 Conclusion as a Project Manager CUSTOMER FEEDBACK LEAN Project Management with Distributed Teams - Caroline Leclerc 24
  • 25. Copyright © Institut Lean France 2011 Customer feedbacks PM experience Congratulations received in 2011 + Close collaboration with the team + Work together with customer toward shared outcomes + Business and technical constraints shared and understood by all stakeholders + Good understanding of the team activity, concerns and obstacles + Projects’ progress graphically displayed and available for every hierarchy levels during and after the project (improvement is obvious) + Healthy competition between projects and teams LEAN Project Management with Distributed Teams - Caroline Leclerc 25
  • 26. Copyright © Institut Lean France 2011 Q&A LEAN Project Management with Distributed Teams - Caroline Leclerc 26