It was not the best start to the day as I rocked up 15 minutes late to my 7am pre meeting with the Release Train Engineer (RTE) to find her still working on slides for the morning session. (Not that I could judge, as I quickly dropped a handful of planning instruction slides into the back of the presentation.) Last minute changes were still arriving by text message from the CIO, including a change to the run order. “No!” said a loud voice in my head. The day hasn’t even started and my run sheet is already redundant. Well, I guess that could be seen as a slight overreaction, but I was 0-2 at this point and I was starting to get concerned.
As participants slowly begin to arrive, the CIO quite rightly points out that some music is in order, then quickly whips out his iPhone and plays “Everything is Awesome”. I play DJ for a little while, whilst the last minute audio visual adjustments are being made.
The CIO opens the event at 9:05 with an inspirational speech that sets the perfect tone for the day, reminding everyone that this first agile release train forms a part of the broader ITS strategy to: “Maximise Values, Minimise Time, Eliminate Waste and Engage the Team.” He was followed by the RTE who set the context for the workshop and introduced the teams. I was next with a quick run through of the agenda before introducing the business sponsor who set the business context and shared her vision for the future of her line of business.
From there the morning continued with a series of short, sharp feature overviews provided by the business. Then it was time for the architecture briefing. Unfortunately the architect in question was at home sick, so using the magic of Google Hangouts he presented from home. This turned out to be a pointed reminder of the value of in person communication. The poor architect, on the other end of a computer screen was unable to read the room and the audience was trapped listening to a 45 minute version of what was supposed to be a 15 minute architecture briefing. (At least we learnt from the experience, as banning remote presentations was one of the first decisions made when the team started preparing for the PI 2 planning event.)
With the room a little flat, we were keen to inject some energy before the teams started planning. My business partner, +Mark Richards, had spent the morning offstage and had cooked up a plan - a whole of train version of the ball point game. While the idea has potential, I think it might need a little more refinement! However, fun, energy and much laughter had been injected back into the room and we broke for lunch.
After lunch it was time for the teams to get planning. It was not long before I realised just how under prepared we were. From what I hear, this is true of almost all trains at their first Release Planning event. It wouldn’t be until well after the two days had been and gone that I would get some perspective and remember that it was me, all those months ago, that suggested we needed to stop trying to predict how the train would work and instead learn by doing. And as a learning experience for an Agile Release Train, the 2 day Release Planning event is just invaluable.
Don’t confuse our under preparedness with a lack of preparation. In the eight weeks leading up to the event there was an extraordinary amount of activity, and, all done in parallel with delivering on in flight project commitments. Squads (aka agile teams) were formed, features were cut, backlogs were created and prioritised, everyone was trained, briefings were prepared and the logistics for a 2 day, 100 person, workshop were put in place. In many ways everything that could reasonably could be done, had been done.
In the first afternoon of planning so many missed opportunities became obvious. Some of them had been foreseen but not actioned, others took us more by surprise. In no particular order it became clear that it would have been preferable for:
- the squads to have had time to form as teams before the event
- both squad members and business stakeholders to have had more input into the process of breaking down epics into features
- the scrum masters to have had more facilitation tools in their kit bag
|Big Visible Agenda|
Day two kicked off with a little more “Everything is Awesome” and a few words of encouragement from the CIO before getting on with the planning effort. We took a bit of a gamble and gave the teams all morning to plan, not just the 2 hours suggested by the standard SAFe agenda. Five teams new to agile, trying to plan a 12 week PI in two days was quite an ask and we wanted to given them every chance to succeed.
By the final plan review most teams had a pretty solid plan for at least the first few iterations. It was time to R.O.A.M. the program level risks. As the teams had read through their plans, they had surfaced risks that were outside their control. The RTE had been collecting these and it was time to get them all Resolved, Owned, Accepted or Mitigated. Talk about a leadership opportunity! As I read out each item, I watched the CIO, the business sponsor and other senior leaders take ownership of various risks on behalf of the teams. It was lean leadership in action. With the risks ROAMed, I asked the CIO and business sponsor to accept the risk profile for the PI and we captured a photo of the two of them in front of the risk board.
Next up it was time for the moment of truth - a walk through of the program board followed by the confidence vote. Having played back the integrated plan to the group, I asked each team in turn to provide a confidence vote for the plan, using a “Fist of Five” where:
5 = Very high confidence; will happenThe first three teams all responded with a nice mix of 3s, 4s and 5s. By this point I was feeling pretty good about the outcome. The fourth team, thought it would be funny to all vote 1 and see my reaction. I am reliably informed I went white as a sheet, before they quickly change their votes to 5s, much to my relief. The fifth team also return votes in the 3 to 5 range providing a full sweep. Now for the finishing touch - would the executives accept the plan? A photo of the CIO and business sponsor shaking hands in front of the program board sealed the deal.
4 = High confidence; should happen
3 = Good confidence; the team should be able to meet the objectives
2 = Little confidence; probably will not happen
1 = No confidence; will not happen
To wrap up the event, in true agile fashion, it was time to retrospect. Each table was asked to do a simple star style retrospective - stop/start/do more/do less/keep. Again the feedback was overwhelmingly positive, with improvement suggestions focussing on “stop playing the awesome song” and “time box the architects”. For me a highlight was watching the business people go and sit with the teams they had been working with rather than returning to the business group tables at the back of the room. That’s when I knew we had started a change journey that had the potential to go beyond the delivery of software, to changing the organisational culture.
A little taste of the PI planning event
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