IBM Collaborative Lifecycle Management & SAFe

Transcription

1 IBM Collaborative Lifecycle Management & SAFe IBM s support for the Scaled Agile Framework V3.0 methodology in the IBM CLM solution Ibm.biz/safesupport Presented by: Amy Silberbauer Solution Architect, DevOps Plan & Enterprise Scaled Agile safeinfo@bg.vnet.ibm.com 1 IBM Corporation

2 SAFe Landing Page: One-stop shopping SAFe Reports Getting Started Kit YouTube Videos Demonstrations Scenarios Release Overview Webinar Calendar and more! 2 IBM Corporation

3 IBM s SAFe Program/Team Support Rational Team Concert V6.0 Get your SAFe Program up and running in an hour! Project Area Initialization Work Items & Attributes Plans (Roadmap, Kanban, WSJF Ranked List) Reports Process Guidance 3 IBM Corporation

4 Updates to Program/Team Support in V6.0.1 Post-Initialization Task Points to new Process Configuration Guidance page on SAFe Landing Page Surfaced on Program Overview tab of the dashboard for easy access Dashboards Renamed Current Program Increment (PI) Progress tab to Current Program Increment (PI) Planning Remove Team Member tab from Team Dashboard Add calculated attribute to PI Objective % achieved value = value (actual) / value (planned) Architectural Runway plan view Tree View (parent-child) with Program Epics -> Features where both are the Architectural type Acceptance Criteria Update to Feature and Story for capturing Acceptance Criteria 4 IBM Corporation

5 CLM 6.0: Tooling Infrastructure for SAFe Program Single Team-based process (SAFe Scrum) Rational Team Concert Program 1 Project Area RTC SAFe Program process template creates: Program with 2 teams, work item types, default timeline. plans, work item templates Rational Team Concert Team Area in Program Project Area Team 1A Team 1B New environments Existing environments Establish new Program with Teams Establish a new Program that tracks work of existing Teams 5 IBM Corporation

6 Updated SAFe Program/Team RTC Dashboards Updated in V IBM Corporation

7 SAFe RTC Work Item Types (Program) Updated in V IBM Corporation

8 Key SAFe Practice: Kanban System (Program Epics) Invest just enough within capacity to deliver Key Feature WIP Limits enforced SAFe Kanban System State Groups Kanban process enforced through: WIP Limits: Warning shown in red, Error prevents violation Workflow: Inability to move Epics in violation of the process Calculated WSJF that automatically sorts Program Epics with WSJF 8 IBM Corporation

9 Key SAFe Practice: Weighted Shortest Job First Quick, relative ranking not precision! Key Feature User/Business Value + Time Criticality + Risk Reduction/Opportunity Enablement Cost of Delay Investment Job Size Set WSJF Component Values - WSJF automatically recalculates and list of Features is resorted 9 IBM Corporation

10 SAFe RTC Project Area (Program) Program/Team Hierarchy SAFe Program/Team Configuration SAFe Roles 10 IBM Corporation

11 IBM s SAFe Support Collaborative Lifecycle Management V6.0.1 CLM Lifecycle Project Area template (SAFe Portfolio) Strategic Theme, Value Stream, Lightweight Business Case, Portfolio Epic, Test Plan, Test Case Artifacts & Attributes Plans (Roadmap, Kanban) Reports Process Guidance Get your SAFe Portfolio up and running in an hour! 11 IBM Corporation

12 SAFe Portfolio Support in V6.0.1 New in V6.0.1 CLM Lifecycle Project Area (manually created) RDNG Project Template to manage SAFe business-level artifacts (Strategic Themes, Value Streams, Lightweight Business Cases) RQM Process Template to manage validation of Program Epics, Features and Stories RTC Process Template to manage Portfolio Epics Plan Type: Portfolio Backlog Kanban View Roadmap View Additional Reports Program and Portfolio reports 12 IBM Corporation

13 CLM V6.0.1: Tooling Infrastructure for SAFe Portfolio Single Team-based process (SAFe Scrum) CLM Lifecycle Project Area Portfolio RTC SAFe Portfolio process template creates: Portfolio, work item types, default timeline, plans Rational Team Concert Project Areas (Teams as Team Areas in Program Project Areas) Team 1A Program 1 Team 1B Program 2 Team 2A Team 2B Team 2C New environments Existing environments Establish new Program with Teams Establish a new Program that tracks work of existing Teams RDNG and RQM SAFe Portfolio templates create associated artifacts, project areas can be linked as a CLM Lifecycle Project Area 13 IBM Corporation

14 Tooling Infrastructure for SAFe Two-Speed IT Programs Supporting Teams with different processes, delivery speeds CLM Lifecycle Project Area Portfolio Rational Team Concert Project Areas Program 1 Program 2 Rational Team Concert Project Areas Team 1A Team 1B Team 2A Team 2B Team 2C New environments Existing environments Establish new Program with Teams Establish a new Program that tracks work of existing Teams 14 IBM Corporation

15 SAFe RTC Project Area (Portfolio) 15 IBM Corporation

16 SAFe RTC Portfolio Dashboard Starter Set 16 IBM Corporation

17 SAFe RTC Work Item Types (Portfolio) 17 IBM Corporation

18 SAFe RDNG Project Area (Portfolio) Folder Structure Custom Views 18 IBM Corporation

19 SAFe RDNG Artifact Types (Portfolio) Artifacts Types Templates prefill the artifact 19 IBM Corporation

20 SAFe RQM Project Area (Portfolio) Starter Dashboard Important quick links 20 IBM Corporation

21 SAFe RQM Artifact Templates (Portfolio) Templates provided for Test Suite and Test Case also SAFe Test Plan Templates 21 IBM Corporation

22 CLM SAFe Portfolio Lifecycle Project Area 22 IBM Corporation

23 Kanban System (Portfolio Epics) Kanban workflow WIP- Limited Link to Portfolio Artifacts (RDNG) Rank by WSJF 23 IBM Corporation

24 SAFe Domain Model - Overview Requirements Management Change Management Quality Management Note: the only team and test artifacts shown are those with relationships to program level 24 IBM Corporation

25 SAFe Attributes Requirements Management Change Management Quality Management 25 IBM Corporation

26 Quality Management Details Quality Management Note: subset of program and portfolio artifacts shown 26 IBM Corporation

27 Work Item Templates In-process guidance to help with methodology adoption SAFe Level Template Name Description Program Program Initiation Use to create work items applicable when a Program is first initiated Program Increment Use at the start of each Program increment to create work items for the typical program events, activities, requirements and ceremonies Innovation and Planning Use prior to each Innovation and Planning Sprint and for each team to create work items for typical Sprint events Team Development Iteration Use before the start of each development iteration and for each team to create work items for typical iteration events Use work item templates to create the set of tasks related to completion of a SAFe ceremony, event or activity Tasks provide links to in-context guidance (specific SAFe concept on Scaled Agile Framework web site Helps with SAFe methodology adoption learn while doing 27 IBM Corporation

28 Development Planning Tracking Progress Progress on work items tracked as Time Remaining Display estimates in hours selected In single SAFe Program project area with Team Areas, progress rolls up from Team Tasks > Stories to Program Features Program Backlog plan type Kanban View: Implements SAFe Kanban System for Program Epics Roadmap: Epic > Feature [> Story > Task] WSJF Ranked List: Feature ranking by WSJF Portfolio Backlog plan type Kanban View: Implements SAFe Kanban System for Portfolio Epics Roadmap: Portfolio Epic > Program Epic [> Feature > Story > Task] Team plans Based on Scrum process template (no change) Kanban and Taskboard views customized with updated work flows 28 IBM Corporation

29 Test Planning Tracking Progress In single SAFe Portfolio project area, quality objectives roll up from child Team Test Plans to master Program Test Plan Progress on test execution tracked as test Points Progress Program Test Plan template Master test plan with link to Program Development Plan Test Schedule program increments and sprints aligned with development iterations SAFe Level and Program categories for filtering and reporting Team Test Plan template Child test plan with link to Team Development Plan Test Schedule program increments and sprints aligned with development iterations SAFe Level and Program categories for filtering and reporting Test Case template Single test case template with Program test cases linked to Program Features and Team test cases linked to Team Stories Test Type category aligns with SAFe requirement types 29 IBM Corporation

30 Focus on value-based Reporting What do I need to know and how can I find out? What is behind? How much are we behind? What is at risk? What is causing risk? Look at status of Tasks, Stories, Feature, PI Objectives, Tests Explore burn down of Stories, Features, PI Objectives and Tests Explore dependencies: who is impacting/impacted; consider changes during execution to time spent and scope added/removed. Why are we behind? What actions should be taken by whom? How have we performed so I can plan better? View discussion threads in work items Risk ownership Velocity and predictability data over time 30 IBM Corporation

31 SAFe Reports The following slides highlight the JRS reports supporting SAFe metrics: The SAFe-specific reports are delivered in a separately downloadable archive: SAFe Reports V6.0.1 Some out-of-the-box JRS reports are also useful and, where appropriate, these are noted Screen shots of some of the reports are provided for your reference 31 IBM Corporation

32 SAFe Portfolio Reports JRS Report Suitable Dashboard > Tab Description Answers the question Allocated Capacity by Strategic Theme Portfolio Dashboard > Portfolio Overview Graph: Shows the actual allocation of capacity (percentage) across all Strategic Themes for the current budget cycle. Table: Shows details of the budgeted and allocated capacity and investment in the table. How is Portfolio capacity allocated across Strategic Themes? Portfolio Roadmap for [Program] Graph: Shows the # of Features on the roadmap for each Program that are either in progress or complete Table: Details grouped by Portfolio Epic by Portfolio Epic What has been pulled for implementation? All Team work for Portfolio Portfolio Dashboard > Portfolio Planning Graph: Shows the count of all work (resolved/unresolved) Team-level work across the Programs in the Portfolio by Program. Table: Shows all team-level work, it s status and alignment to the Program Epics through Features. What are the Programs Teams working on? Which Programs block work of [Program]? Portfolio Dashboard > Risks and Impediments Table: Shows all Work Items that block work for [Program], along with status and Program/Team that is blocking. Which Programs block work of specified Program? Which Defects are affecting Portfolio quality? Graph: Shows Defects by severity that are not resolved or on the backlog, grouped by Program, with their associated Test Plan, if any. Table: Shows details including target iteration and associated test plan that raised the defect. Which Defects are affecting Portfolio quality? 32 IBM Corporation

33 SAFe Portfolio Reports (continued) (Page JRS Report2) Suitable Dashboard > Tab Description Answers the question Business Value Delivery for [Program] Portfolio Dashboard > Trends Graph: Shows business value achieved across the Portfolio to-date by averaging the achieved value of resolved Program PI Objectives across Programs within the specified scope. Table: Enables user to click on average to see the individual PI Objectives and their achieved value that was used in the calculation. What is the actual value delivered across the Portfolio? Portfolio Business Value Achieved Graph: Shows average % of achieved value by Program across the Portfolio. Table: Enables drill-down into each Programs % achieved value to view PI Objectives, planned and actual value. What is the average achieved value for the Portfolio? Portfolio Status Graph: Shows number of Features that have been resolved across Programs in the Portfolio. Table: Shows details. How many Features have been resolved? 33 IBM Corporation

34 SAFe Program Reports JRS Report Suitable Dashboard > Tab Program Roadmap Program Dashboard > Program Overview Description Graph: Shows number of Team-level work items associated with a Program Epic grouped by PI. Table: Shows details, including the Feature and Team iterations for Features and Team Work Items, respectively. Answers the question What has been pulled for implementation? All Team Work by State for [Program] Program Dashboard > Program Details Graph: Shows the count of all Team-level work by state for the Program. Table: Shows details of Team-level work related to Feature and Program Epics by PI What are the Teams working on? All Team Work by Iteration for [Program] Graph: Shows count of all team-level work grouped by team in all Program Increments. Table: Shows detailed breakdown from Feature to Team-level work and includes Team PI Objectives. How is the Teams work dispersed across Pis? Ready for System Demo [scoped by] Business Value Delivery for [Program] Program Dashboard > Current Program Increment (PI) Progress Table: Shows PI Objectives ready for system demonstration with associated contributing work item(s) grouped by iteration. Graph: Shows count of PI Objectives ready for System Demo grouped by iteration with owning team(s).. Graph: Shows actual business value delivery by count of PI Objectives for specified scope grouped by Program/Team. Table: Shows details with PI Objectives, Program/Team and actual, planned and achieved value. Results shown are based on resolved PI Objectives. What is ready to be demonstrated to the Program team? How are the teams doing on value delivery? 34 IBM Corporation

35 SAFe Program Reports (continued) JRS Report Business Value Delivery for [Program] Program Increment Progress Suitable Dashboard > Tab Program Dashboard > Current Program Increment (PI) Progress Description Graph: Shows actual business value delivery by count of PI Objectives for specified scope grouped by Program/Team. Table: Shows details with PI Objectives, Program/Team and actual, planned and achieved value. Results shown are based on resolved PI Objectives. Graph: Shows the number of resolved and unresolved team-level work items for the current PI by Team. Table: Shows details of the Team work with target iteration and related Feature. Answers the question How are the teams doing on value delivery? How are the Teams progressing against the plan? What Programs block work of [Program]? Program Dashboard > Risks and Impediments Shows any dependencies the Blocked Program has on other Programs. Which Programs are blocking our work? Is my Program blocking work of another Program? Which Defects are affecting Program quality? Graph: Shows the count of Defects by severity that are not resolved or on the backlog. Table: Shows details including target iteration and associated test plan that raised the defect. Which Defects are affecting our quality? [Program/Team] Business Value Achieved Program Dashboard > Trends Graph: Shows % Achieved Value grouped by Program Increment for resolved objectives. Table: Shows details of the PI Objectives and associated work delivered to achieve value. Is the Program improving its ability to deliver value? [Program/Team] Business Value Achieved Graph: Shows % Achieved Value grouped by Team iteration for resolved objectives. Table: Shows details of the PI Objectives and associated work delivered to achieve value. Are the Teams improving their ability to deliver value? Team Velocity (provided OOTB) Shows velocity of all teams across the program by iteration Are we improving our velocity? 35 IBM Corporation

36 SAFe Team Reports JRS Report Burndown by Story Points (provided OOTB) Burnup by Story Points (provided OOTB) Status of Teams Support for Features Incomplete stories (table and graph) (provided OOTB) Defects by priority and team (graph and table) What are the dependencies within my [Program/Team]? Blocked Work for [Program/Team] Suitable Dashboard > Tab Team Dashboard > Scrum Master Description Shows the number of story points assigned to work items that are either open or in progress over daily intervals. Shows the number of story points associated with completed work over daily intervals. Status of Teams Support for Features Graph: Shows the status of all team-level work toward delivery of Features scoped by the specified Program and Program Increment. This report can be used to show Feature delivery status for all teams in a Program or for a specific Team. Table: Shows details of the Team-level work. Shows the stories targeted to the current iteration that have not been completed. Shows a graph of open defects, grouped by priority and team. The table groups defects by project, priority, and team, and shows details about each defect. Shows any dependencies the Blocked Program (Team in this case) has on other Programs. Shows the work items marked as blocked (as opposed to, or in addition to, using the depends on/blocked link). Answers the question What is the current progress? Are we completing work? How are we doing on Feature delivery? What is still not done? What is impacting our Team s quality? What is blocking our Team s work? What are we blocking? What have we marked as blocked? 36 IBM Corporation

37 SAFe Team Reports (continued) JRS Report [Program/Team] Business Value Achieved Ready for System Demo [scoped by] Team Velocity (provided OOTB) Suitable Dashboard > Tab Team Dashboard > Product Owner Description Graph: Shows % Achieved Value grouped by Program Increment for resolved objectives. Table: Shows details of the PI Objectives and associated work delivered to achieve value. Table: Shows PI Objectives ready for system demonstration with associated contributing work item(s) grouped by iteration. Graph: Shows count of PI Objectives ready for System Demo grouped by iteration with owning team(s).. Shows velocity of all teams across the program by iteration Answers the question Are we improving our ability to deliver value? What are we ready to demonstrate? Are we improving our velocity? 37 IBM Corporation

38 Allocated Capacity by Strategic Theme Toggle between graphical and tabular views 38 IBM Corporation

39 Portfolio Roadmap Toggle between graphical and tabular views 39 IBM Corporation

40 All Team Work for Portfolio Toggle between graphical and tabular views 40 IBM Corporation

41 Other SAFe Reports for Portfolio 41 IBM Corporation

42 SAFe Program-Level Scope Program Details 42 IBM Corporation

43 SAFe Program-Level Scope Current PI Progress 43 IBM Corporation

44 Next steps Where can I learn more? 44 IBM Corporation

45 IBM s SAFe Support What do you need to do? Resource How does this help you? Understanding SAFe SAFe 3.0 in 9 minutes Video overview of SAFe Scaled Agile Framework landing page Deep dive into SAFe 3.0 Understand IBM s SAFe support SAFe Solution Overview V6.0.1 Overview of end-to-end SAFe V3.0 support in IBM Collaborative Lifecycle Management solution SAFe YouTube playlist SAFe videos highlighting IBM s support in the tooling for agile planning (both scenario-based and feature dump ) Learn about team-based agile planning using Quick Planner Extend RTC capabilities programmatically SAFe Related Webcasts Quick Planner Video Fast and Fluid Agile Development with IBM Rational Team Concert Quick Planner Tutorial: Get started with Quick Planner Extending Rational Team Concert Calendar of webcasts (past and future), with links to recordings Brief overview of Quick Planner Deep dive of Quick Planner capabilities [GRUC (Global Rational User Community) webcast]* Learn Quick Planner: 60-minute self-paced tutorial Information on how to use the SDK provided by RTC to develop programmatic extensions Learn agile and IBM s approach Agile Learning Circle Site to engage with others, plan a learning roadmap and access our resources Learn about other client successes Learn best practices from subject matter experts Nationwide and Atos, Transforming agile application delivery across culture, processes and tools with IBM DevOps Steve Farley and Carmen DeArdo on Agile and Nationwide Telstra Corporation expands services with agile development and IBM Rational tools DevOps and the Path to Better Agile Development Google Hangout Nationwide s successful agile transformation with IBM Rational [YouTube video] Nationwide s DevOps transformation [YouTube video] Telstra s story [YouTube video] Google Hangout: Tony Christensen (Telstra) Alex Yakyma (SAi) Amy Silberbauer (IBM) 45 IBM Corporation

46 Thank You Copyright IBM Corporation All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. 46 IBM Corporation