Agile Budgeting (CAS2016) https://www.youtube.com/watch?v=WZnEr5x9m6Y Vivimos una época de cambio en la que muchas organizaciones se han decidido a dar el salto para transformarse digital y culturalmente, con el objetivo de ser más flexibles y de poder ser más rápidas en su toma de decisiones, y así poder dar respuesta a un mercado cada vez más cambiante y competitivo. Dentro de la organización existen muchos procesos Core que afectan al día a día, siendo uno de los mas importantes el proceso de financiación y presupuestario para Productos, Proyectos y Equipos, y difícilmente podremos generar un cambio duradero en una organización si a nivel presupuestario seguimos utilizando procesos tradicionales poco flexibles y no alineados a las nuevas filosofías de trabajo. El objetivo de la ponencia es presentar un modelo de Agile Budgeting que permita a las organizaciones pasar de un proceso basado en centros de coste, financiación de requerimientos y en la asignación de personas al trabajo, a un modelo basado en el mindset Lean-Agile donde trabajemos con equipos estables y asegurando que la flexibilidad y la toma rápida de decisiones es soportada por los procesos financieros y presupuestarios de la organización. Unai Roldán UST Global

1. Agile Practice
Agile Budgeting
Unai Roldán
Agile Coach
@unairoldan unai.roldan@gmail.com unairoldan

2. …
Saket Bivalkar
Guillermo Pérez
Chema García
Juanma Gómez
Joao Barreiro
Unai Roldán
Maica Trinidad
Jose María Blázquez
Daniel Rodríguez
Jordi Falguera
Richard Trelleria
Marc Florit
José Sandoval
Johnny Ordoñez
···
2016 UST Global Inc. © Confidential and proprietary.
Speaker
Unai
Roldán Arellano
Agile Coach
Enterprise Agile Coach passionate by new technologies and Agile
management. LEAN & Management 3.0 believer and continuous
improvement enthusiast to focus the organizations to an high level of
efficiency.
I have been in the IT business for 10+ years where I have deep experience
leading enterprise software initiatives and software solutions for the
Education, Energy & Utilities, Transport and Banking industries. I have
participated in enterprise agile transformation engagements and I have 5+
years experience with Agile Methodologies like Scrum, Kanban, Extreme
Programming (XP), etc.
@unairoldan
linkedin.com/in/unairoldan
unai.roldan@gmail.com

3. 2016 UST Global Inc. © Confidential and proprietary.
…and we perform
Agile transformations
Speaker
3

4. 2016 UST Global Inc. © Confidential and proprietary.
Agile with Fix Price contact
Agile Budgeting
4
Improved communication
Stakeholders confidence
Minimize feedback loops
Delivery in cadence
Management for changes of scope
Three levels of Client-Vendor structure

5. 2016 UST Global Inc. © Confidential and proprietary.
Agile with Time & Materials contact
Agile Budgeting
5
…
Easy to validate hypothesis
Product support
Team stability
Scope based mindset
Terminate non-successful products
Lack of Client-Vendor confidence

6. 2016 UST Global Inc. © Confidential and proprietary.
How we can
change our
budgeting model?
Agile Budgeting
6
Amount of money that is
estimated to be needed to
meet certain costs

7. 2016 UST Global Inc. © Confidential and proprietary.
Agile Budgeting
7
“I didn't get no answers because
I was asking the wrong questions”
- Bob Sweeney

8. 2016 UST Global Inc. © Confidential and proprietary.
Why are we still
thinking in a
costs based model?
Agile Budgeting
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An amount that has to be
paid or spent to buy or
obtain a good or service

9. 2016 UST Global Inc. © Confidential and proprietary.
We need an investment
based model
Agile Budgeting
9
Simple Adaptable Investment for Products

10. 2016 UST Global Inc. © Confidential and proprietary.
Agile Budgeting
10
How we finance ourselves
is a structural issue
HR
Risk
Sales
Product
IT
Legal
Audit
Finance Security
Support
Marketing Operation
…
……
…
…
…
…
…

11. 2016 UST Global Inc. © Confidential and proprietary.
Agile Budgeting
11
How we finance ourselves is,
above all, a mindset issue
HR Risk
Security
Support

12. 2016 UST Global Inc. © Confidential and proprietary.
Our
Investment model
(non value stream based structure)
Agile Budgeting
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a.k.a.
Scaling organization

13. 2016 UST Global Inc. © Confidential and proprietary.
Agile Budgeting
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Strategy based
Investment
Backlog
Refinement &
Prioritization
¿?

14. 2016 UST Global Inc. © Confidential and proprietary.
Agile Budgeting
14
Capacity allocation
Cross-functional portfolio team
Stable teams based on products
Establish a portfolio cadence
Capacity allocation
€ €
Product N
Product 2
Product …
Product 1
Every 3 months

15. 2016 UST Global Inc. © Confidential and proprietary.
Agile Budgeting
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Stable Product teams
Iterations with fixed cost
Easy cost allocation process
Avoid bureaucratic issues
Simple contractor management
Three months “contract iterations”
Easy to respond to market
Contract-Relationship alignment
Client-Vendor confidence
Elastic teams
Simple Adaptable

16. 2016 UST Global Inc. © Confidential and proprietary.
Agile Budgeting
16
Strategy based
Investment
Capacity
allocation
Backlog
Refinement &
Prioritization

17. 2016 UST Global Inc. © Confidential and proprietary.
Our
Investment model
(value stream based structure)
Agile Budgeting
17
a.k.a.
Descaling organization

18. 2016 UST Global Inc. © Confidential and proprietary.
Agile Budgeting
18
Digital
Channels
Support
Marketing
Marketing
Core
Business
Operations

19. 2016 UST Global Inc. © Confidential and proprietary.
Agile Budgeting
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Strategy based
Investment
Capacity
allocation
Backlog
Refinement &
Prioritization
ROI
measurement

20. 2016 UST Global Inc. © Confidential and proprietary.
“20
Agile Budgeting
When a flower doesn’t bloom
you fix the environment
in which it grows, not the flower
Alexander Der Heijer

21. 2016 UST Global Inc. © Confidential and proprietary.
Questions time
21
Inversion mindset
instead of cost mentality
Simple
instead for Stakeholders
Change your System!
Not just your teams
@unairoldan
linkedin.com/in/unairoldan
unai.roldan@gmail.com
Feedback:
https://confagilespain.typeform.com/to/MXPLJF

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Thank you
@unairoldan unai.roldan@gmail.com unairoldan