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Agile Project Management PDF

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Agile Project Management Agile Project Management 3rd Edition by Mark C. Layton, Steven J Ostermiller, and Dean J. Kynaston Agile Project Management For Dummies®, 3rd Edition Published by: John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030-5774, www.wiley.com Copyright © 2020 by John Wiley & Sons, Inc., Hoboken, New Jersey Published simultaneously in Canada No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without the prior written permission of the Publisher. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions. Trademarks: Wiley, For Dummies, the Dummies Man logo, Dummies.com, Making Everything Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and may not be used without written permission. SAFe and Scaled Agile Framework are registered trademarks of Scaled Agile, Inc. Certified Scrum Developer, Certified Scrum Product Owner, Certified Scrum Professional, Certified Scrum Trainer, and Certified ScrumMaster are registered trademarks of Scrum Alliance. PMI Agile Certified Practitioner and PMI-ACP are registered trademarks of Project Management Institute, Inc. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book. LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ. For general information on our other products and services, please contact our Customer Care Department within the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002. For technical support, please visit https://hub.wiley.com/community/support/dummies. Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. If this book refers to media such as a CD or DVD that is not included in the version you purchased, you may download this material at http://booksupport.wiley.com. For more information about Wiley products, visit www.wiley.com. Library of Congress Control Number: 2020942690 ISBN 978-1-119-67699-7 (pbk); ISBN 978-1-119-67706-2 (ebk); ISBN 978-1-119-67705-5 (ebk) Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 Contents at a Glance Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Part 1: Understanding Agility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 CHAPTER 1: Modernizing Project Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 CHAPTER 2: Applying the Agile Manifesto and Principles . . . . . . . . . . . . . . . . . . . . . . . 21 CHAPTER 3: Why Being Agile Works Better . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 CHAPTER 4: Agility Is about Being Customer Focused . . . . . . . . . . . . . . . . . . . . . . . . . .69 Part 2: Being Agile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 CHAPTER 5: Agile Approaches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 CHAPTER 6: Agile Environments in Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 CHAPTER 7: Agile Behaviors in Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 CHAPTER 8: The Permanent Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Part 3: Agile Planning and Execution . . . . . . . . . . . . . . . . . . . . . . . . . 159 CHAPTER 9: Defining the Product Vision and Product Roadmap . . . . . . . . . . . . . . . . 161 CHAPTER 10: Planning Releases and Sprints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 CHAPTER 11: Working throughout the Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 CHAPTER 12: Showcasing Work, Inspecting, and Adapting . . . . . . . . . . . . . . . . . . . . . . 239 Part 4: Agility Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251 CHAPTER 13: Managing a Portfolio: Pursuing Value over Requirements . . . . . . . . . . 253 CHAPTER 14: Managing Scope and Procurement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269 CHAPTER 15: Managing Time and Cost . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287 CHAPTER 16: Managing Team Dynamics and Communication . . . . . . . . . . . . . . . . . . 307 CHAPTER 17: Managing Quality and Risk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331 Part 5: Ensuring Success . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355 CHAPTER 18: Building a Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357 CHAPTER 19: De-Scaling across Teams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373 CHAPTER 20: Being a Change Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395 Part 6: The Part of Tens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421 CHAPTER 21: Ten Key Benefits of Agile Product Development . . . . . . . . . . . . . . . . . . . 423 CHAPTER 22: Ten Key Factors for Agile Product Development Success . . . . . . . . . . . 431 CHAPTER 23: Ten Signs That You’re Not Agile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437 CHAPTER 24: Ten Valuable Resources for Agile Professionals . . . . . . . . . . . . . . . . . . . 449 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455 Table of Contents INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Foolish Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Icons Used in This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Beyond the Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Where to Go from Here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 PART 1: UNDERSTANDING AGILITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 CHAPTER 1: Modernizing Project Management . . . . . . . . . . . . . . . . . . . . 7 Project Management Needed a Makeover . . . . . . . . . . . . . . . . . . . . . . . . 8 The origins of modern project management . . . . . . . . . . . . . . . . . . . 8 The problem with the status quo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Introducing Agile Project Management . . . . . . . . . . . . . . . . . . . . . . . . . . 11 How agile projects work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Agile Project Management Is Becoming Agile Product Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Differences between managing a project versus developing a product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Why agile product development works better . . . . . . . . . . . . . . . . . 18 CHAPTER 2: Applying the Agile Manifesto and Principles . . . . . . . 21 Understanding the Agile Manifesto . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Outlining the Four Values of the Agile Manifesto . . . . . . . . . . . . . . . . . . 24 Value 1: Individuals and interactions over processes and tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Value 2: Working software over comprehensive documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Value 3: Customer collaboration over contract negotiation . . . . . . 28 Value 4: Responding to change over following a plan . . . . . . . . . . . 29 Defining the 12 Agile Principles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Agile principles of customer satisfaction . . . . . . . . . . . . . . . . . . . . . . 32 Agile principles of quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Agile principles of teamwork . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Agile principles of product development . . . . . . . . . . . . . . . . . . . . . . 38 Adding the Platinum Principles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Resisting formality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Thinking and acting as a team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Visualizing rather than writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Changes as a Result of Agile Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 The Agile Litmus Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Table of Contents vii CHAPTER 3: Why Being Agile Works Better . . . . . . . . . . . . . . . . . . . . . . . . 49 Evaluating Agile Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 How Agile Approaches Beat Historical Approaches . . . . . . . . . . . . . . . . 54 Greater flexibility and stability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Reduced nonproductive tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Higher quality, delivered faster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Improved team performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Tighter control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Faster and less costly failure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Why People Like Being Agile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Executives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Product development and customers . . . . . . . . . . . . . . . . . . . . . . . . 65 Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Development teams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 CHAPTER 4: Agility Is about Being Customer Focused . . . . . . . . . . . 69 Knowing Your Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Common methods for identifying your customer . . . . . . . . . . . . . . 71 Figuring Out the Problem Your Customer Needs to Solve . . . . . . . . . . 79 Using the scientific method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Failing early is a form of success . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Defining customer-focused business goals . . . . . . . . . . . . . . . . . . . . 82 Story mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Liberating structures — simple rules to unleash a culture of innovation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Understanding Root Cause Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Pareto rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Five why’s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Ishikawa (fishbone) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 PART 2: BEING AGILE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 CHAPTER 5: Agile Approaches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Diving under the Umbrella of Agile Approaches . . . . . . . . . . . . . . . . . . 91 Reviewing the Big Three: Lean, Scrum, and Extreme Programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 An overview of lean . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 An overview of scrum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 An overview of extreme programming . . . . . . . . . . . . . . . . . . . . . . 105 Putting It All Together . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107 CHAPTER 6: Agile Environments in Action . . . . . . . . . . . . . . . . . . . . . . . . . 109 Creating the Physical Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Collocating the team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Setting up a dedicated area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Removing distractions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 viii Agile Project Management For Dummies

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