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  • Scrum - Responding to traditional RFPs

    - by Todd Charron
    Hi all, I've seen many articles about how to put together Agile RFP's and negotiating agile contracts, but how about if you're responding to a more traditional RFP? Any advice on how to meet the requirements of the RFP while still presenting an agile approach? A lot of these traditional RFP's request specific technical implementations, timelines, and costs, while also requesting exact details about milestones and how the technical solutions will be implemented. While I'm sure in traditional waterfall it's normal to pretend that these things are facts, it seems wrong to commit to something like this if you're an agile organization just to get through the initial screening process. What methods have you used to respond to more traditional RFP's? Here's a sample one grabbed from google, http://www.investtoronto.ca/documents/rfp-web-development.pdf Particularly, "3. A detailed work plan outlining how they expect to achieve the four deliverables within the timeframe outlined. Plan for additional phases of development." and "8. The detailed cost structure, including per diem rates for team members, allocation of hours between team members, expenses and other out of pocket disbursements, and a total upset price."

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  • How do you remind your Scrum Product Owner about his promises/actions?

    - by Felix Ogg
    ** EDIT: Rephrased the question to re-focus ** Our Scrum team meets as seldomly as possible, but we meet with the product owner every chance we get. We track everyone's agreed action points (particularly theirs). We are 100% agile, but our product owner lives in traditional world, we remain off-site. We facilitate him in crossing over to our fast-paced world. There's not much wrong. The team and the PO are in good spirits. PO is present at every meeting and positively energized. Just imagine this person as a 70 year old, slow grandpa, who is forgetful, yet kind. In reality he isn't, but he is used to a working environment (public servants) that is much slooooower. Manyana-manyana etc. It is frustrating for my team to cooperate: PO lives in a non-prioritized environment, and everyone in it has learned the productivity-technique of NGTD (Not Getting Things Done). He WANTS to, it's just that he forgets or 'sinks' somewhere along the away. We have experimented with a text file, maintained by the Scrum master (low-tech), which he broadcasts by e-mail every day JIRA, our issue tracker. Turns out this is nice for programmers, but too steep for 'regular people' I Googled for Issue tracking webtools but came up empty handed: All tools are aimed at IT issue tracking, instead of meeting action point tracking/planning for mere mortals. I did find TODO-lists like RememberTheMilk, but they don't track comments, and - to be honest - I doubt we could get our product owner to use it (too complicated). We have three requirements: Register action points, assign to a team member and a deadline Offer anyone to 'comment' on progress of any action point Do not build our own tool from scratch We do not need: - impressive authorization models, - multi-project, - workflow, - crosslinking. Is there any trick/tool you use to assist your product owner 'fly' like the rest of the rest of the team? Communication before tools I agree with the general consensus that one should not try to apply technology to a communication problem, however in this case I am merely looking for a tool to save me time in setting up prioritized lists. I found www.thymer.com today, may be what I am looking for. The guys are cool. It is getting rather feature-bloated though.

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  • As a scrum master introducing scrum to an organization, how do avoid also being product owner?

    - by Michael Rosario
    As a scrum master introducing scrum to an organization, how do avoid also being product owner? problem facts: List item I am working on a project as scrum master. Since the organization is new to scrum, I have assumed the role of setting meetings with stakeholders to form their system vision into user stories. At present, the stakeholders are not writing user stories. At present, our team is guessing what the most important stories should be with light confirmation from stakeholders. Is there anything more that I can do to move the product owner role away from myself?

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  • Scrum meeting - dealing with the last question

    - by Wizzard
    In the 5/15 minute scrum meeting the 3 questions are asked. For the last question "what impediments are getting in your way" If a dev has problems - the xyz is going to have problems, this is likely going to draw the meeting out past 15 mins and could go into a hour long discussion. Is it the scrum masters job to help this user, is there something to stop this from going on more than 15 mins. Thoughts?

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  • In Scrum, should a team remove points from (defect) stories that don't result in a code change?

    - by CanIgtAW00tW00t
    My work uses a Scrum-like process to manage projects. I say Scrum-like, because we call it Scrum, but our project managers exclude aspects of Scrum that are inconvenient (most notably customer interaction). One of the stories in our current sprint was to correct a defect. After spending almost an entire day working on the issue, I determined the issue was the result of a permissions issue, so I didn't end up modifying any code. Our Scrum master / project manager decided that no code change equals zero points. I know that Scrum points are supposed to measure size / complexity and not time, but our Scrum master invests a lot of time in preparing graphs and statistical information from past sprints (average velocity, average points completed, etc.) I've always been of the opinion that for statistics to be meaningful in any way, the data must be as accurate as possible. All of our data is fuzzy to begin with, because, from time to time, we're encouraged by the Scrum master to "adjust" our size / complexity estimates, both increasing and decreasing them. I'd like to hear some other developers / Scrum team members thoughts on the merits of statistics based on past sprints, and also whether they think it's appropriate to "adjust" size / complexity estimates in the middle of a sprint, or the remove all points from a story all together for situations similar to what I've just described.

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  • Messing with the Team

    - by Robert May
    Good Product Owners will help the team be the best that they can be.  Bad product owners will mess with the team and won’t care about the team.  If you’re a product owner, seek to do good and avoid bad behavior at all costs.  Remember, this is for YOUR benefit and you have much power given to you.  Use that power wisely. Scope Creep The product owner has several tools at his disposal to inject scope into an iteration.  First, the product owner can use defects to inject scope.  To do this, they’ll tell the team what functionality that they want to see in a feature.  Then, after the feature is developed, the Product Owner will decide that they don’t really like how the functionality behaves.  To change it, rather than creating a new story, they’ll add a defect.  The functionality is correct, as designed, but the Product Owner doesn’t like it.  By creating the defect, the Product Owner destroys the trust that the team has of the product owner.  They may not be able to count the story, because the Product Owner changed the story in the iteration, and the team then ends up looking like they have low velocity for something over which they have no control.  This is bad.  One way to deal with this is to add “Product Owner Time” to the iteration.  This will slow the velocity, but then the ScrumMaster can tell stake holders that this time is strictly in place to deal with bad behavior of the Product Owner. Another mechanism often used to inject Scope is the concept of directed development.  Outside of planning, stand-ups, or any other meeting, the Product Owner will take a developer aside and ask them to complete a task for them.  This is bad!  The team should be allocating all of their time to development.  If the Product Owner asks for a favor, then time that would normally be used for development will be used for a pet project of the Product Owner and the team will not get credit for this work.  Selfish product owners do this, and I typically see people who were “managers” do this behavior.  Authoritarian command and control development environments also see this happen.  The best thing that can happen is for the team member to report the issue to the ScrumMaster and the ScrumMaster to get very aggressive with management and the Product Owner to try and stop the behavior.  This may result in the ScrumMaster being fired, but if the behavior continues, Scrum is doomed.  This problem is especially bad in cases where the team member’s direct supervisor is the Product Owner.  I don’t recommend that the Product Owner or ScrumMaster have a direct report relationship with team members, since team members need the ability to say no.  To work around this issue, team members need to say no.  If that fails, team members need to add extra time to the iteration to deal with the scope creep injection and accept the lower velocity. As discussed above, another mechanism for injecting scope is by changing acceptance tests after the work is complete.  This is similar to adding defects to change scope and is bad.  To get around, add time for Product Owner uncertainty to the iteration and make sure that stakeholders are aware of the need to add this time because of the Product Owner. Refusing to Prioritize Refusing to prioritize causes chaos for the team.  From the team’s perspective, things that are not important will be worked on while things that the team knows are vital will be ignored.  A poor Product Owner will often pick the stories for the iteration on a whim.  This leads to the team working on many different aspects of the product and results in a lower velocity, since each iteration the team must switch context to the new area of development. The team will also experience confusion about priorities.  In one iteration, Feature X was the highest priority and had to be done.  Then, the following iteration, even though parts of Feature X still need to be completed, no stories to address them will be in the iteration.  However, three iterations later, Feature X will again become high priority. This will cause the team to not trust the Product Owner, and eventually, they’ll stop caring about the features they implement.  They won’t know what is important, so to insulate themselves from the ever changing chaos, they’ll become apathetic to all features.  Team members are some of the most creative people in a company.  By losing their engagement, the company is going to have a substandard product because the passion for the product won’t be in the team. Other signs that the Product Owner refuses to prioritize is that no one outside of the product owner will be consulted on priorities.  Additionally, the product, release, and iteration backlogs will be weak or non-existent. Dealing with this issue is not easy.  This really isn’t something the team can fix, short of taking over the role of Product Owner themselves.  An appeal to the stake holders might work, but only if the Product Owner isn’t a “manager” themselves.  The ScrumMaster needs to protect the team and do what they can to either get the Product Owner to prioritize or have the Product Owner replaced. Managing the Team A Product Owner that is also the “boss” of team members is a Scrum team that is waiting to fail.  If your boss tells you to do something, failing to do that something can cause you to be fired.  The team needs the ability to tell the Product Owner NO.  If the product owner introduces scope creep, the team has a responsibility to tell the Product Owner no.  If the Product Owner tries to get the team to commit to more than they can accomplish in an iteration, the team needs the ability to tell the Product Owner no. If the Product Owner is your boss and determines your pay increases, you’re probably not going to ever tell them no, and Scrum will likely fail.  The team can’t do much in this situation. Another aspect of “managing the team” that often happens is the Product Owner tries to tell the team how to develop the stories that are in the iteration.  This is one reason why I recommend that Product Owners are NOT technical people.  That way, the team can come up with the tasks that are needed to accomplish the stories and the Product Owner won’t know better.  If the Product Owner is technical, the ScrumMaster will need to take great care to protect the team from the ScrumMaster changing how the team thinks they need to implement the stories. Product Owners can also try to manage the team by their body language.  If the team says a task is going to take 6 hours to complete, and the Product Owner disagrees, they will use some kind of sour body language to indicate this disagreement.  In weak teams, this may cause the team to revise their estimate down, which will result in them taking longer than estimated and may result in them missing the iteration.  The ScrumMaster will need to make sure that the Product Owner doesn’t send such messages and that the team ignores them and estimates what they REALLY think it will take to complete the tasks.  Forcing the team to deal with such items in the retrospective can be helpful. Absenteeism The team is completely dependent upon the Product Owner to develop features for the customer.  The Product Owner IS the voice of the customer and without them, the team will lack direction.  Being the Product Owner is a full time job!  If the Product Owner cannot dedicate daily time with the team, a different product owner should be found. The Product Owner needs to attend every stand-up, planning meeting, showcase, and retrospective that the team has.  The team also must be able to have instant communication with the product owner.  They must not be required to schedule meetings to speak with their product owner.  The team must be the highest priority task that the Product Owner has. The best way to work around an absent Product Owner is to appoint a new Product Owner in the team.  This person will be responsible for making the decisions that the Product Owner should be making and to act as the liaison to the absent Product Owner.  If the delegate Product Owner doesn’t have authority to make decisions for the team, Scrum will fail.  If the Product Owner is absent, the ScrumMaster should seek to have that Product Owner replaced by someone who has the time and ability to be a real Product Owner. Making it Personal Too often Product Owners will become convinced that their ideas are the ones that matter and that anyone who disagrees is making a personal attack on them.  Remember that Product Owners will inherently be at odds with many people, simply because they have the need to prioritize.  Others will frequently question prioritization because they only see part of the picture that Product Owners face. Product Owners must have a thick skin and think egos.  If they don’t, they tend to make things personal, which causes them to become emotional and causes them to take actions that can destroy the trust that team members have in the Product Owner. If a Product Owner is making things person, the best thing that team members can do is reassure them that its not personal, but be firm about doing what is best for the Company and for the users.  The ScrumMaster should also spend significant time coaching the Product Owner on how to not react emotionally and how to accept criticism without becoming defensive. Conclusion I’m sure there are other ways that a Product Owner can mess with the team, but these are the most common that I’ve seen.  I would encourage all Product Owners to seek to be a good Product Owner.  If you find yourself behaving in any of the bad product owner ways, change your behavior today!  Your team will thank you. Remember, being Product Owner is very difficult!  Product Owner is one of the most difficult roles in Scrum.  However, it can also be one of the most rewarding roles in Scrum, since Product Owners literally see their ideas brought to life on the computer screen.  Product Owners need to be very patient, even in the face of criticism and need to be willing to make tough decisions on priority, but then not become offended when others disagree with those decisions.  Companies should spend the time needed to find the right product owners for their teams.  Doing so will only help the company to write better software. Technorati Tags: Scrum,Product Owner

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  • Adventures in Scrum: Lesson 2 - For the record

    - by Martin Hinshelwood
    At SSW we have always done Agile. Recently we have started doing Scrum and we have nearly completed our first Sprint ever using Scrum. As you probably guessed from my previous post, it looks like it is going to be a “Failed Sprint”, but the Scrum Team (This includes the ScrumMaster and the Product Owner) has learned a huge amount about working in the Scrum Framework. We have been running with a “Proxy Product Owner” for the last two weeks, but a simple mistake occurred either during the “Product Planning Meeting” or the “Sprint Planning Meeting” that could have prevented this Sprint from failing. We has a heated discussion on the vision of someone not in the room which ended with the assertion that the Product Owner would be quizzed again on their vision. This did not happen and we ran with the “Proxy Product Owner’s vision for two weeks. Product Owner vision: Update Component A of Product A to Silverlight Proxy Product Owner vision: Update Product A to Silverlight Do you see the problem? Worse than that, as we had a lot of junior members of the Scrum Team and we are just feeling our way around how Scrum will work at SSW I missed implementing a fundamental rule. That’s right, it was me. It does not matter that I did not know about this rule, its on the site and I should have read it. Would a police officer let you off if you did not know that a red light meant stop? I think not… But, what is this amazing rule I hear you shout.. Its simple, as per our rule I should have sent the following email: “ Dear Proxy Product Owner, For the record, I disagree that the Product Owner wants us to ‘Update Product A to Silverlight’ as I still think that he wants us to ‘Update Component A of Product A to Silverlight’ and not the entire application. Regards Martin” - ‘For the record’ - Rules to being Software Consultants - Dealing with Clients This email should have been copied to the entire Scrum Team, which would have included the Product Owner, who would have nipped this misunderstanding in the bud and we would have had one less impediment. Technorati Tags: SSW,SSW Rules,SSW Standards,Scrum,Product Owner,ScrumMaster,Sprint,Sprint Planning Meeting,Product Planning Meeting

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  • What are the common mistakes in 'tailored Scrum approaches'?

    - by Clark Gable
    I have seen this before. Management wants to be agile and be scrummified, but does not want to step out of the status quo. My latest observation is no different; here, the Scrum is 'tailored' to the organization; specifically into a weird many-people-process. The diagram showing the different participants. I am putting together a document listing why this will not work. Here are the obvious ones: 1. There are product owner agents (an obvious WTF), who report to the product owner: causing dilution of decision making capability 2. There is a role that looks similar to a manager in the traditional approach - development manager: an obvious attempt at command-and-control model 3. The ScrumMaster's role includes collecting timesheets, which are used to track progress instead of burndown charts: detrimental to agile's efforts to build teams with motivated individuals Leaving the question "how would you convince the management?", my question is more at, "what else do you see as failures in this/similar 'tailored Scrum approaches'? EDIT: The diagram might use a few more details 1. The development manager is not part of the development team, with not very clearly defined responsibilities, except: developer performance assessemnt, recruitment, etc., 2. There are more than two teams (with ScrumMaster+development manager+dev team) with the same product owner for all teams!

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  • Adventures in Scrum: Lesson 1 – The failed Sprint

    - by Martin Hinshelwood
    I recently had a conversation with a product owner that wanted to have the Scrum team broken up into smaller units so that less time was wasted on the Scrum Ceremonies! Their complaint was around the need in Scrum to have the entire “Team” (7+-2) involved in the sizing of the work during the “Sprint Planning Meeting”.  The standard flippant answer of all Scrum professionals, “Well that's not Scrum”, does not get you any brownie points in these situations. The response could be “Well we are not doing Scrum then” which in turn leads to “We are doing Scrum…But, we have split the scrum team into units of 2/3 so that they can concentrate on a specific area of work”. While this may work, it is not Scrum and should not be called so… It is just a form of Agile. Don’t get me wrong at this stage, there is nothing wrong with Agile, just don’t call it Scrum. The reason that the Product Owner wants to do this is that, in effect, through a number of miscommunications and failings in our implementation of Scrum, there was NO unit of potentially Shippable software at the end of the first sprint. It does not matter to them that most Scrum teams will fail the first Sprint, even those that are high performing teams. Remember it is the product owners their money! We should NOT break up scrum teams into smaller units for the purpose of having less people tied up in the Scrum Ceremonies. The amount of backlog the Team selects is solely up to the Team… Only the Team can assess what it can accomplish over the upcoming Sprint. - Scrum Guide, Scrum.org The entire team must accept the work and in order to understand what they can accept they must be free to size it as a team. This both encourages common understanding and increases visibility on why team members think a task is of a particular size. This has the benefit of increasing the knowledge of the entire team in the problem domain. A new Team often first realizes that it will either sink or swim as a Team, not individually, in this meeting. The Team realizes that it must rely on itself. As it realizes this, it starts to self-organize to take on the characteristics and behaviour of a real Team. - Scrum Guide, Scrum.org This paragraph goes to the why of having the whole team at the meeting; The goal of Scrum it to produce a unit of potentially shippable software at the end of every Sprint. In order to achieve this we need high performing teams and this is what Scrum as a framework has been optimised to produce. I think that our Product Owner is understandably upset over loosing two weeks work and is losing sight the end goal of Scrum in the failures of the moment. As the man spending the money, I completely understand his perspective and I think that we should not have started Scrum on an internal project, but selected a customer  that is open to the ideas and complications of Scrum. So, what should we have NOT done on our first Scrum project: Should not have had 3 interns as the only on site resource – This lead to bad practices as the experienced guys were not there helping and correcting as they usually would. Should not have had the only experienced guys offsite – With both the experienced technical guys in completely different time zones it was difficult to get time for questions. Helping the guys on site was just plain impossible. Should not have used a part time ScrumMaster – Although the ScrumMaster attended all of the Ceremonies, because they are only in 2 full days of the week it makes it difficult for the team to raise impediments as they go. Should not have used a proxy product owner. – This was probably the worst decision that was made. Mainly because the proxy product owner did not have the same vision as the product owner. While Scrum does not explicitly reject the idea of a Proxy Product Owner, I do not think it works very well in practice. The “single wringable neck” needs to contain both the Money and the Vision as well as attending the required meetings. I will be brining all of these things up at the Sprint Retrospective and we will learn from our mistakes and move on. Do, Inspect then Adapt…   Technorati Tags: Scrum,Sprint Planing,Sprint Retrospective,Scrum.org,Scrum Guide,Scrum Ceremonies,Scrummaster,Product Owner Need Help? Professional Scrum Developer Training SSW has six Professional Scrum Developer Trainers who specialise in training your developers in implementing Scrum with Microsoft's Visual Studio ALM tools.

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  • Débat Scrum : Que pensez-vous des certifications et processus de certifications définis par la Scrum

    Bonjour, La majorité des gens a connaissance des 2 formations certifiantes historiques autour de Scrum :Certified Scrum Product Owner Certified ScrumMaster (à laquelle s'est rajouté depuis le 1er octobre 2009 une évaluation en ligne) Ces certifications sont catégorisées Foundation-Level Certification par la Scrum Alliance. Ces derniers temps, sont apparues d'autres certifications, à savoir :Certified Scrum Developer (Mid-Level Certifications) Certifie...

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  • Being a Team Lead is like playing Tetris

    - by thycotic
    Tucker has posted about his experiences as Team Lead on our product development team.  Team Leads are hands-on coders on our teams but they are also responsible for working with the ScrumMaster/ProductOwner to co-ordinate on the status and priority of tasks which is where the juggling begins. :) It takes good technical skills combined with people smarts and solid task management to move the entire team towards the end goal.   Jonathan Cogley is the CEO of Thycotic Software, an agile software services and product development company based in Washington DC.  Secret Server is our flagship enterprise password vault.

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  • How to properly shield a PO from outside?

    - by xsAce
    Update: We are a very small team (3 people) and thus I (SM) and the PO are also developers doing some coding. We are aware of this situation and we are actively trying to recruit some new talents. But it's hard! Meanwhile... we need to adapt... so my question: The PO complains about having too much outside noise (mainly stakeholders feature requests), and he can't focus on the sprint realisation. We agree that we should try to educate people on our process implications (sprint durations and product backlog), to reduce the noise. But as a ScrumMaster, how am I supposed to shield a PO from outside? Isn't he supposed to be in contact with the management and business? Also, if people outside don't want to waste too much time learning agile, what is the best way to educate them?

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  • My Upcoming Talk at South Florida’s ITPalooza 2012 - NuGet for Open Source and Enterprise Environments

    - by Sam Abraham
    I am very excited to be speaking at IT Palooza next week. As this event’s audience will span professionals working in different facets of Information Technology, I chose to speak on NuGet, an essential tool for any Microsoft Stack developer, as the topic can be of value to managers, architects, IT personnel, as well as developers. For more information on ITPalooza, please visit: http://itpalooza.e2mktg.com/ To register please visit: http://www.fladotnet.com/Reg.aspx?EventID=627   Below are the abstract and speaker bio: Leveraging NuGet for Open Source and Enterprise Environments NuGet is an open source package management system for .NET and Visual Studio that makes it easy to add, update, or remove external libraries in a .Net Project. In this session, we will be covering how NuGet makes open source libraries easily discoverable and usable. We will then move to demonstrate "NuGet for the Enterprise" as we setup a local library repository and configure NuGet to ensure external library versioning is consistent among project developers. Speakers: Sam Abraham is a Microsoft Certified Professional, Microsoft Certified Technology Specialist (MCTS ASP.Net 3.5, 4.0 and Silverlight 4) and Certified ScrumMaster (CSM) striving to leverage proven technology solutions to produce cost-effective, quality software that meets customer needs, timelines and budgets. He is currently a member of the Software Engineering Team at SISCO, the leader in maritime security solutions with customers including Princess, Carnival, and Royal Caribbean Cruise Lines as well as the US Coast Guard. A strong believer in learning through sharing and the value of community fellowship, Sam has been actively involved in the local community as leader of the West Palm Beach Developers' Group, volunteer board member at the International Association for All IT Architects South Florida Chapter (IASA), and former volunteer at the South Florida Chapter of the Project Management Institute (PMI).

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  • Visual Studio Talk Show #118 is now online - Command-Query Responsibility Separation (French)

    - by guybarrette
    http://www.visualstudiotalkshow.com Erik Renaud: La séparation des responsabilités entre les commandes et les requêtes Nous discutons avec Erik Renaud de la séparation des responsabilités entre les commandes et les requêtes (Command-Query Responsibility Separation - CQRS). La plupart des applications lisent les données beaucoup plus fréquemment qu'ils font des écritures. Sur la base de cette déclaration, une bonne idée consiste à séparer le code qui est responsable de l’écriture des données du code qui est responsable des requêtes (lecture). Erik Renaud est un coach .NET et co-fondateur de nVentive, une société conseil qui aide les équipes de développement logiciel au moyen de « coaching » et de « guidance ». Ses mandats courants se concentrent dans les grandes institutions financières en créant de nouvelles équipes qui supportent directement leurs activités primaires. Erik cumule plus de 10 ans d’expérience en développement logiciel, en faisant du coaching pour des équipes pour des besoins en architecture, modélisation et analyse. Pour la seconde année, il a reçu de Microsoft la reconnaissance MVP. Il est un ScrumMaster certifié, ce qui l’aide à guider les équipes vers le succès, et offre souvent des formations pour les technologies orientées objet. Il peut être rejoint au [email protected], ou vu tout partout où le kendo est pratiqué. var addthis_pub="guybarrette";

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  • Software management for 2 programmers

    - by kajo
    Hi all, me and my very good friend do a small bussiness. We have company and we develop web apps using Scala. We have started 3 months ago and we have a lot of work now. We cannot afford to employ another programmer because we can't pay him now. Until now we try to manage entire developing process very simply. We use excel sheets for simple bug tracking and we work on client requests on the fly. We have no plan for next week or something similar. But now I find it very inefficient and useless. I am trying to find some rules or some methodology for small team or for only two guys. For example Scrum is, imo, unadapted for us. There are a lot of roles (ScrumMaster, Product Owner, Team...) and it seems overkill. Can you something advise me? Have you any experiences with software management in small teams? Is any methodology of current agile development fitten for pair of programmers? Is there any software management for simple bug tracking, maybe wiki or time management for two coders? thanks a lot for sharing.

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  • Do you know when to send a done email in Scrum?

    - by Martin Hinshelwood
    At SSW we have always sent done emails to the owner/requestor to let them know that it is done. Others who are dependent on that tasks are CC’ed so they know they can proceed. But how does that fit into Scrum?   Update 14th April 2010 Rule added to Rules to better Scrum with TFS If you are working on a task: When you complete a Task that is part of a User Story you need to send a done email to the Owner of that Story. You only need to add the Task #, Summary and link to the item in WIWA. Remember that all your tasks should be under 4 hours, do spending lots of time on a Done Email for a Task would be counter productive. Add more information if required, for example you may have completed the task a different way than previously discussed.  Make sure that every User Story has an Owner as per the rules. If you are the owner of a story: When you complete a story you should send a comprehensive done email as per the rules when the story had been completed. Make sure you add a list of all of the Tasks that were completed as part of the story and the Done criteria that you completed. If your done criteria says: Built Successfully 30% Code Coverage All tests passed Then add an illustration to show this. Figure: Show that you have met your Done criteria where possible.   This is all designed to help you Scrum Team members (Product Owner, ScrumMaster and Team) validate the quality of the work that has been completed. Remember that you are not DONE until your team says you are done.   Technorati Tags: SSW,Scrum,SSW Rules

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  • Software management for 2 programmers

    - by kajo
    me and my very good friend do a small bussiness. We have company and we develop web apps using Scala. We have started 3 months ago and we have a lot of work now. We cannot afford to employ another programmer because we can't pay him now. Until now we try to manage entire developing process very simply. We use excel sheets for simple bug tracking and we work on client requests on the fly. We have no plan for next week or something similar. But now I find it very inefficient and useless. I am trying to find some rules or some methodology for small team or for only two guys. For example Scrum is, imo, unadapted for us. There are a lot of roles (ScrumMaster, Product Owner, Team...) and it seems overkill. Can you something advise me? Have you any experiences with software management in small teams? Is any methodology of current agile development fitten for pair of programmers? Is there any software management for simple bug tracking, maybe wiki or time management for two coders? thanks a lot for sharing.

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  • Evaluating Scrum - is it okay to have people with multiple roles in a Scrum team?

    - by Wayne M
    I'm evaluating some Agile-style methodologies for possible introduction to my team. With Scrum, is it allowable to have the same person perform multiple roles? We have a small team of four developers and a web designer; we don't really have a lead (I fulfill this role), QA testers or business analysts, and all of our development tasks come from the CIO. Automated testing is seen as a total waste of time, and everything focuses on speed and not quality. What will happen is the CIO will come up with a development task (whether a feature or a bug) and give it to a developer (not to the whole team, to an individual, often in private or out of the blue) who is then expected to get it completed. The CIO doesn't gather requirements beyond the initial idea (and this has bitten us before as we'll implement something only to find out that none of the end users can use the feature, because they weren't consulted or even informed about it before we developed it, and in a panic we'll be told to revert the change) but requires say in/approval of everything that we do. First things first, is a Scrum style something to consider to introduce some standards and practices? From reading, Scrum seems to rely on a bit more trust and communication and focuses more on project management than on development, which is something we are completely devoid of as we don't have any semblance of project management at present. Second, if it can work is it unreasonable for someone, let's say myself, to act as both ScrumMaster and a developer? Or for a developer to also be the Product Owner (although chances are this will be the CIO, who isn't a developer)? I realize the Scrum Master and the Product Owner should be different people but at the same time I don't think we have anyone who has the qualities of a Product Owner (chances are it would turn into a "I need all these stories, I don't care how but get it done" type of deal and/or any freeze would be unfrozen on a whim). It seems to me that I might need to pick and choose pieces of Scrum/XP/Lean to compensate for how things are done currently, as it's highly unlikely that the mentality can be changed; for instance Pair Programming would never fly (seen as a waste, you get half the tasks done if you need two people for everything), TDD would be a hard sell, but short cycles would be welcomed.

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  • Is it okay to have people with multiple roles in a Scrum team?

    - by Wayne M
    I'm evaluating some Agile-style methodologies for possible introduction to my team. With Scrum, is it allowable to have the same person perform multiple roles? We have a small team of four developers and a web designer; we don't really have a lead (I fulfill this role), QA testers or business analysts, and all of our development tasks come from the CIO. Automated testing is seen as a total waste of time, and everything focuses on speed and not quality. What will happen is the CIO will come up with a development task (whether a feature or a bug) and give it to a developer (not to the whole team, to an individual, often in private or out of the blue) who is then expected to get it completed. The CIO doesn't gather requirements beyond the initial idea (and this has bitten us before as we'll implement something only to find out that none of the end users can use the feature, because they weren't consulted or even informed about it before we developed it, and in a panic we'll be told to revert the change) but requires say in/approval of everything that we do. First things first, is a Scrum style something to consider to introduce some standards and practices? From reading, Scrum seems to rely on a bit more trust and communication and focuses more on project management than on development, which is something we are completely devoid of as we don't have any semblance of project management at present. Second, if it can work is it unreasonable for someone, let's say myself, to act as both ScrumMaster and a developer? Or for a developer to also be the Product Owner (although chances are this will be the CIO, who isn't a developer)? I realize the Scrum Master and the Product Owner should be different people but at the same time I don't think we have anyone who has the qualities of a Product Owner (chances are it would turn into a "I need all these stories, I don't care how but get it done" type of deal and/or any freeze would be unfrozen on a whim). It seems to me that I might need to pick and choose pieces of Scrum/XP/Lean to compensate for how things are done currently, as it's highly unlikely that the mentality can be changed; for instance Pair Programming would never fly (seen as a waste, you get half the tasks done if you need two people for everything), TDD would be a hard sell, but short cycles would be welcomed.

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  • Agile Awakenings and the Rules of Agile

    - by Robert May
    For those that care, you can read my history of management and technology to understand why I think I’m qualified to talk about this at all.  It’s boring, so feel free to skip it. Awakenings I first started to play around with the idea of “agile” in 2004 or 2005.  I found a book on the Rational Unified Process that I thought was good, and attempted to implement parts of it.  I thought I was agile, but really, it wasn’t.   I still didn’t understand the concept of a team.  I still wanted to tell the team what to do and how to get it done.  I still thought I was smarter than the team. After that job, I started work on another project and began helping that team.  The first few months were really rough.  We were implementing Scrum, which was relatively new to everyone on the team, and, quite frankly, I was doing a poor job of it.  I was trying to micro-manage every aspect of the teams work, and we were all miserable. The moment of change came when the senior architect bailed on the project.  His comment to me was: “This isn’t Agile.  Where are the stand-ups?  Where are the stories?”  He was dead on, and I finally woke up.  I finally realized that I was the problem!  I wasn’t trusting the team.  I wasn’t helping the team.  I was being a manager. Like many (most?), I was claiming to be Agile and use Scrum, but I wasn’t in fact following the rules Scrum.  Since then, I’ve done a lot of studying, hands on practice, coaching of many different teams, and other learning around Scrum, and I have discovered that Scrum has some rules that must be followed for success, even though the process is about continuous improvement. I’ve been practicing Scrum right for about 4 years now and have helped multiple teams implement it successfully, so what you’re about to get is based on experience, rather than just theory. The Rules of Scrum In my experience, what I’ve found is that most companies that claim to be doing Scrum or Agile are actually NOT doing either.  This stems largely because they think that they can “adopt the rules of Agile that fit their organization.”  Sadly, many of them think that this means they can adopt iterations (sprints) and not much else.  Either that, or they think they can do whatever they want, or were doing before, and call it Scrum.  This is simply not true. Here are some rules that must be followed for you to really be doing Scrum.  I’ll go into detail on each one of these posts in future blog posts and update links here.  My intent is that this will help other teams implementing scrum to see more success. Agile does not allow you to do whatever you want A Product Owner is required A ScrumMaster is required The team must function as a Team, and QA must be part of the team Support from upper management is required A prioritized product backlog is required A prioritized sprint backlog is required Release planning is required Complete spring planning is required Showcases are required Velocity must be measured Retrospectives are required Daily stand-ups are required Visibility is absolutely required For now, I think that’s enough, although I reserve the right to add more.  If you’re breaking any of these rules, you’re probably not doing Scrum.  There are exceptions to these rules, but until you have practiced Scrum for a while, you don’t know what those exceptions are. Breaking the Rules Many teams break these rules because they are the ones that expose the most pain.  Scrum is not Advil.  It’s not intended to mask the pain, its intended to cure it.  Let me explain that analogy a bit more.  Recently, my 7 year old son broke his arm, quite severely (see the X-Ray to the right).  That caused him a great deal of pain.  We went first to one doctor, and after viewing the X-Ray, they determined that there was no way that they’d cast the arm at their location.  It was simply too bad of a break for them to deal with.  They did, however, give him some Advil for the pain and put a splint on his arm to stabilize the broken bones.  Within minutes, he was feeling much better.  Had we been stupid, we could have gone home and he’d have been just as happy as ever . . . until the pain medication wore off or one of his siblings touched the splint.  Then, all of that pain would come right back to the top.  Sure, he could make it go away by just taking more Advil and moving the splint out of the way, but that wasn’t going to fix the problem permanently. We ended up in an emergency room with a doctor who could fix his arm.  However, we were warned that the fix was going to be VERY painful, and it was.  Even with heavy sedation (Propofol), my son was in enough pain that he squirmed and wiggled trying to get his arm away from the doctor.  He had to endure this pain in order to have a functional arm. But the setting wasn’t the end.  He had to have several casts, had to have it re-broken once, since the first setting didn’t take and finally was given a clean bill of health. Agile implementation is much like this story.  Agile was developed as a result of people recognizing that the development methodologies that were currently in place simply were ineffective.  However, the fix to the broken development that’s been festering for many years is not painless.  Many people start Agile thinking that things will be wonderful.  They won’t!  Agile is about visibility, and often, it brings great pain to surface.  It causes all of the missed deadlines, the cowboy coders, the coasters, the micro-managers, the lazy, and all of the other problems that are really part of your development process now to become painfully visible to EVERYONE.  Many people don’t like this exposure.  Agile will make the pain better, but not if you remove the cast (the rules above) prematurely and start breaking the rules that expose the most pain.  The healing will take time and is not instant (like Advil).  Figuring out what the true source of pain and fixing it is very valuable to you, your team, and your company.  Remember as you’re doing this that Agile isn’t the source of the pain, it’s really just exposing it.  Find the source. My recommendation is that ALL of these rules are followed for a minimum of six months, and preferably for an entire year, before you decide to break any of these rules.  Get a few good releases under your belt.  Figure out what your velocity is and start firing as a team.  Chances are, after you see agile really in action, you won’t want to break the rules because you’ll see their value. More Reading Jean Tabaka recently published a list of 78 Things I Have Learned in 6 Years of Agile Coaching.  Highly recommended. Technorati Tags: Agile,Scrum,Rules

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  • Professional Scrum Developer (.NET) Training in London

    - by Martin Hinshelwood
    On the 26th - 30th July in Microsoft’s offices in London Adam Cogan from SSW will be presenting the first Professional Scrum Developer course in the UK. I will be teaching this course along side Adam and it is a fantastic experience. You are split into teams and go head-to-head to deliver units of potentially shippable work in four two hour sprints. The Professional Scrum Developer course is the only course endorsed by both Microsoft and Ken Schwaber and they have worked together very effectively in brining this course to fruition. This course is the brain child of Richard Hundhausen, a Microsoft Regional Director, and both Adam and I attending the Trainer Prep in Sydney when he was there earlier this year. He is a fantastic trainer and no matter where you do this course you can be safe in the knowledge that he has trained and vetted all of the teachers. A tools version of Ken if you will Find a course and register Download this syllabus Download the Scrum Guide What is the Professional Scrum Developer course all about? Professional Scrum Developer course is a unique and intensive five-day experience for software developers. The course guides teams on how to turn product requirements into potentially shippable increments of software using the Scrum framework, Visual Studio 2010, and modern software engineering practices. Attendees will work in self-organizing, self-managing teams using a common instance of Team Foundation Server 2010. Who should attend this course? This course is suitable for any member of a software development team – architect, programmer, database developer, tester, etc. Entire teams are encouraged to attend and experience the course together, but individuals are welcome too. Attendees will self-organize to form cross-functional Scrum teams. These teams require an aggregate of skills specific to the selected case study. Please see the last page of this document for specific details. Product Owners, ScrumMasters, and other stakeholders are welcome too, but keep in mind that everyone who attends will be expected to commit to work and pull their weight on a Scrum team. What should you know by the end of the course? Scrum will be experienced through a combination of lecture, demonstration, discussion, and hands-on exercises. Attendees will learn how to do Scrum correctly while being coached and critiqued by the instructor, in the following topic areas: Form effective teams Explore and understand legacy “Brownfield” architecture Define quality attributes, acceptance criteria, and “done” Create automated builds How to handle software hotfixes Verify that bugs are identified and eliminated Plan releases and sprints Estimate product backlog items Create and manage a sprint backlog Hold an effective sprint review Improve your process by using retrospectives Use emergent architecture to avoid technical debt Use Test Driven Development as a design tool Setup and leverage continuous integration Use Test Impact Analysis to decrease testing times Manage SQL Server development in an Agile way Use .NET and T-SQL refactoring effectively Build, deploy, and test SQL Server databases Create and manage test plans and cases Create, run, record, and play back manual tests Setup a branching strategy and branch code Write more maintainable code Identify and eliminate people and process dysfunctions Inspect and improve your team’s software development process What does the week look like? This course is a mix of lecture, demonstration, group discussion, simulation, and hands-on software development. The bulk of the course will be spent working as a team on a case study application delivering increments of new functionality in mini-sprints. Here is the week at a glance: Monday morning and most of the day Friday will be spent with the computers powered off, so you can focus on sharpening your game of Scrum and avoiding the common pitfalls when implementing it. The Sprints Timeboxing is a critical concept in Scrum as well as in this course. We expect each team and student to understand and obey all of the timeboxes. The timebox duration will always be clearly displayed during each activity. Expect the instructor to enforce it. Each of the ½ day sprints will roughly follow this schedule: Component Description Minutes Instruction Presentation and demonstration of new and relevant tools & practices 60 Sprint planning meeting Product owner presents backlog; each team commits to delivering functionality 10 Sprint planning meeting Each team determines how to build the functionality 10 The Sprint The team self-organizes and self-manages to complete their tasks 120 Sprint Review meeting Each team will present their increment of functionality to the other teams = 30 Sprint Retrospective A group retrospective meeting will be held to inspect and adapt 10 Each team is expected to self-organize and manage their own work during the sprint. Pairing is highly encouraged. The instructor/product owner will be available if there are questions or impediments, but will be hands-off by default. You should be prepared to communicate and work with your team members in order to achieve your sprint goal. If you have development-related questions or get stuck, your partner or team should be your first level of support. Module 1: INTRODUCTION This module provides a chance for the attendees to get to know the instructors as well as each other. The Professional Scrum Developer program, as well as the day by day agenda, will be explained. Finally, the Scrum team will be selected and assembled so that the forming, storming, norming, and performing can begin. Trainer and student introductions Professional Scrum Developer program Agenda Logistics Team formation Retrospective Module 2: SCRUMDAMENTALS This module provides a level-setting understanding of the Scrum framework including the roles, timeboxes, and artifacts. The team will then experience Scrum firsthand by simulating a multi-day sprint of product development, including planning, review, and retrospective meetings. Scrum overview Scrum roles Scrum timeboxes (ceremonies) Scrum artifacts Simulation Retrospective It’s required that you read Ken Schwaber’s Scrum Guide in preparation for this module and course. MODULE 3: IMPLEMENTING SCRUM IN VISUAL STUDIO 2010 This module demonstrates how to implement Scrum in Visual Studio 2010 using a Scrum process template*. The team will learn the mapping between the Scrum concepts and how they are implemented in the tool. After connecting to the shared Team Foundation Server, the team members will then return to the simulation – this time using Visual Studio to manage their product development. Mapping Scrum to Visual Studio 2010 User Story work items Task work items Bug work items Demonstration Simulation Retrospective Module 4: THE CASE STUDY In this module the team is introduced to their problem domain for the week. A kickoff meeting by the Product Owner (the instructor) will set the stage for the why and what that will take during the upcoming sprints. The team will then define the quality attributes of the project and their definition of “done.” The legacy application code will be downloaded, built, and explored, so that any bugs can be discovered and reported. Introduction to the case study Download the source code, build, and explore the application Define the quality attributes for the project Define “done” How to file effective bugs in Visual Studio 2010 Retrospective Module 5: HOTFIX This module drops the team directly into a Brownfield (legacy) experience by forcing them to analyze the existing application’s architecture and code in order to locate and fix the Product Owner’s high-priority bug(s). The team will learn best practices around finding, testing, fixing, validating, and closing a bug. How to use Architecture Explorer to visualize and explore Create a unit test to validate the existence of a bug Find and fix the bug Validate and close the bug Retrospective Module 6: PLANNING This short module introduces the team to release and sprint planning within Visual Studio 2010. The team will define and capture their goals as well as other important planning information. Release vs. Sprint planning Release planning and the Product Backlog Product Backlog prioritization Acceptance criteria and tests Sprint planning and the Sprint Backlog Creating and linking Sprint tasks Retrospective At this point the team will have the knowledge of Scrum, Visual Studio 2010, and the case study application to begin developing increments of potentially shippable functionality that meet their definition of done. Module 7: EMERGENT ARCHITECTURE This module introduces the architectural practices and tools a team can use to develop a valid design on which to develop new functionality. The teams will learn how Scrum supports good architecture and design practices. After the discussion, the teams will be presented with the product owner’s prioritized backlog so that they may select and commit to the functionality they can deliver in this sprint. Architecture and Scrum Emergent architecture Principles, patterns, and practices Visual Studio 2010 modeling tools UML and layer diagrams SPRINT 1 Retrospective Module 8: TEST DRIVEN DEVELOPMENT This module introduces Test Driven Development as a design tool and how to implement it using Visual Studio 2010. To maximize productivity and quality, a Scrum team should setup Continuous Integration to regularly build every team member’s code changes and run regression tests. Refactoring will also be defined and demonstrated in combination with Visual Studio’s Test Impact Analysis to efficiently re-run just those tests which were impacted by refactoring. Continuous integration Team Foundation Build Test Driven Development (TDD) Refactoring Test Impact Analysis SPRINT 2 Retrospective Module 9: AGILE DATABASE DEVELOPMENT This module lets the SQL Server database developers in on a little secret – they can be agile too. By using the database projects in Visual Studio 2010, the database developers can join the rest of the team. The students will see how to apply Agile database techniques within Visual Studio to support the SQL Server 2005/2008/2008R2 development lifecycle. Agile database development Visual Studio database projects Importing schema and scripts Building and deploying Generating data Unit testing SPRINT 3 Retrospective Module 10: SHIP IT Teams need to know that just because they like the functionality doesn’t mean the Product Owner will. This module revisits acceptance criteria as it pertains to acceptance testing. By refining acceptance criteria into manual test steps, team members can execute the tests, recording the results and reporting bugs in a number of ways. Manual tests will be defined and executed using the Microsoft Test Manager tool. As the Sprint completes and an increment of functionality is delivered, the team will also learn why and when they should create a branch of the codeline. Acceptance criteria Testing in Visual Studio 2010 Microsoft Test Manager Writing and running manual tests Branching SPRINT 4 Retrospective Module 11: OVERCOMING DYSFUNCTION This module introduces the many types of people, process, and tool dysfunctions that teams face in the real world. Many dysfunctions and scenarios will be identified, along with ideas and discussion for how a team might mitigate them. This module will enable you and your team to move toward independence and improve your game of Scrum when you depart class. Scrum-butts and flaccid Scrum Best practices working as a team Team challenges ScrumMaster challenges Product Owner challenges Stakeholder challenges Course Retrospective What will be expected of you and you team? This is a unique course in that it’s technically-focused, team-based, and employs timeboxes. It demands that the members of the teams self-organize and self-manage their own work to collaboratively develop increments of software. All attendees must commit to: Pay attention to all lectures and demonstrations Participate in team and group discussions Work collaboratively with other team members Obey the timebox for each activity Commit to work and do your best to deliver All teams should have these skills: Understanding of Scrum Familiarity with Visual Studio 201 C#, .NET 4.0 & ASP.NET 4.0 experience*  SQL Server 2008 development experience Software testing experience * Check with the instructor ahead of time for the exact technologies Self-organising teams Another unique attribute of this course is that it’s a technical training class being delivered to teams of developers, not pairs, and not individuals. Ideally, your actual software development team will attend the training to ensure that all necessary skills are covered. However, if you wish to attend an open enrolment course alone or with just a couple of colleagues, realize that you may be placed on a team with other attendees. The instructor will do his or her best to ensure that each team is cross-functional to tackle the case study, but there are no guarantees. You may be required to try a new role, learn a new skill, or pair with somebody unfamiliar to you. This is just good Scrum! Who should NOT take this course? Because of the nature of this course, as explained above, certain types of people should probably not attend this course: Students requiring command and control style instruction – there are no prescriptive/step-by-step (think traditional Microsoft Learning) labs in this course Students who are unwilling to work within a timebox Students who are unwilling to work collaboratively on a team Students who don’t have any skill in any of the software development disciplines Students who are unable to commit fully to their team – not only will this diminish the student’s learning experience, but it will also impact their team’s learning experience Find a course and register Download this syllabus Download the Scrum Guide Technorati Tags: Scrum,SSW,Pro Scrum Dev

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  • Guidance: A Branching strategy for Scrum Teams

    - by Martin Hinshelwood
    Having a good branching strategy will save your bacon, or at least your code. Be careful when deviating from your branching strategy because if you do, you may be worse off than when you started! This is one possible branching strategy for Scrum teams and I will not be going in depth with Scrum but you can find out more about Scrum by reading the Scrum Guide and you can even assess your Scrum knowledge by having a go at the Scrum Open Assessment. You can also read SSW’s Rules to Better Scrum using TFS which have been developed during our own Scrum implementations. Acknowledgements Bill Heys – Bill offered some good feedback on this post and helped soften the language. Note: Bill is a VS ALM Ranger and co-wrote the Branching Guidance for TFS 2010 Willy-Peter Schaub – Willy-Peter is an ex Visual Studio ALM MVP turned blue badge and has been involved in most of the guidance including the Branching Guidance for TFS 2010 Chris Birmele – Chris wrote some of the early TFS Branching and Merging Guidance. Dr Paul Neumeyer, Ph.D Parallel Processes, ScrumMaster and SSW Solution Architect – Paul wanted to have feature branches coming from the release branch as well. We agreed that this is really a spin-off that needs own project, backlog, budget and Team. Scenario: A product is developed RTM 1.0 is released and gets great sales.  Extra features are demanded but the new version will have double to price to pay to recover costs, work is approved by the guys with budget and a few sprints later RTM 2.0 is released.  Sales a very low due to the pricing strategy. There are lots of clients on RTM 1.0 calling out for patches. As I keep getting Reverse Integration and Forward Integration mixed up and Bill keeps slapping my wrists I thought I should have a reminder: You still seemed to use reverse and/or forward integration in the wrong context. I would recommend reviewing your document at the end to ensure that it agrees with the common understanding of these terms merge (forward integration) from parent to child (same direction as the branch), and merge  (reverse integration) from child to parent (the reverse direction of the branch). - one of my many slaps on the wrist from Bill Heys.   As I mentioned previously we are using a single feature branching strategy in our current project. The single biggest mistake developers make is developing against the “Main” or “Trunk” line. This ultimately leads to messy code as things are added and never finished. Your only alternative is to NEVER check in unless your code is 100%, but this does not work in practice, even with a single developer. Your ADD will kick in and your half-finished code will be finished enough to pass the build and the tests. You do use builds don’t you? Sadly, this is a very common scenario and I have had people argue that branching merely adds complexity. Then again I have seen the other side of the universe ... branching  structures from he... We should somehow convince everyone that there is a happy between no-branching and too-much-branching. - Willy-Peter Schaub, VS ALM Ranger, Microsoft   A key benefit of branching for development is to isolate changes from the stable Main branch. Branching adds sanity more than it adds complexity. We do try to stress in our guidance that it is important to justify a branch, by doing a cost benefit analysis. The primary cost is the effort to do merges and resolve conflicts. A key benefit is that you have a stable code base in Main and accept changes into Main only after they pass quality gates, etc. - Bill Heys, VS ALM Ranger & TFS Branching Lead, Microsoft The second biggest mistake developers make is branching anything other than the WHOLE “Main” line. If you branch parts of your code and not others it gets out of sync and can make integration a nightmare. You should have your Source, Assets, Build scripts deployment scripts and dependencies inside the “Main” folder and branch the whole thing. Some departments within MSFT even go as far as to add the environments used to develop the product in there as well; although I would not recommend that unless you have a massive SQL cluster to house your source code. We tried the “add environment” back in South-Africa and while it was “phenomenal”, especially when having to switch between environments, the disk storage and processing requirements killed us. We opted for virtualization to skin this cat of keeping a ready-to-go environment handy. - Willy-Peter Schaub, VS ALM Ranger, Microsoft   I think people often think that you should have separate branches for separate environments (e.g. Dev, Test, Integration Test, QA, etc.). I prefer to think of deploying to environments (such as from Main to QA) rather than branching for QA). - Bill Heys, VS ALM Ranger & TFS Branching Lead, Microsoft   You can read about SSW’s Rules to better Source Control for some additional information on what Source Control to use and how to use it. There are also a number of branching Anti-Patterns that should be avoided at all costs: You know you are on the wrong track if you experience one or more of the following symptoms in your development environment: Merge Paranoia—avoiding merging at all cost, usually because of a fear of the consequences. Merge Mania—spending too much time merging software assets instead of developing them. Big Bang Merge—deferring branch merging to the end of the development effort and attempting to merge all branches simultaneously. Never-Ending Merge—continuous merging activity because there is always more to merge. Wrong-Way Merge—merging a software asset version with an earlier version. Branch Mania—creating many branches for no apparent reason. Cascading Branches—branching but never merging back to the main line. Mysterious Branches—branching for no apparent reason. Temporary Branches—branching for changing reasons, so the branch becomes a permanent temporary workspace. Volatile Branches—branching with unstable software assets shared by other branches or merged into another branch. Note   Branches are volatile most of the time while they exist as independent branches. That is the point of having them. The difference is that you should not share or merge branches while they are in an unstable state. Development Freeze—stopping all development activities while branching, merging, and building new base lines. Berlin Wall—using branches to divide the development team members, instead of dividing the work they are performing. -Branching and Merging Primer by Chris Birmele - Developer Tools Technical Specialist at Microsoft Pty Ltd in Australia   In fact, this can result in a merge exercise no-one wants to be involved in, merging hundreds of thousands of change sets and trying to get a consolidated build. Again, we need to find a happy medium. - Willy-Peter Schaub on Merge Paranoia Merge conflicts are generally the result of making changes to the same file in both the target and source branch. If you create merge conflicts, you will eventually need to resolve them. Often the resolution is manual. Merging more frequently allows you to resolve these conflicts close to when they happen, making the resolution clearer. Waiting weeks or months to resolve them, the Big Bang approach, means you are more likely to resolve conflicts incorrectly. - Bill Heys, VS ALM Ranger & TFS Branching Lead, Microsoft   Figure: Main line, this is where your stable code lives and where any build has known entities, always passes and has a happy test that passes as well? Many development projects consist of, a single “Main” line of source and artifacts. This is good; at least there is source control . There are however a couple of issues that need to be considered. What happens if: you and your team are working on a new set of features and the customer wants a change to his current version? you are working on two features and the customer decides to abandon one of them? you have two teams working on different feature sets and their changes start interfering with each other? I just use labels instead of branches? That's a lot of “what if’s”, but there is a simple way of preventing this. Branching… In TFS, labels are not immutable. This does not mean they are not useful. But labels do not provide a very good development isolation mechanism. Branching allows separate code sets to evolve separately (e.g. Current with hotfixes, and vNext with new development). I don’t see how labels work here. - Bill Heys, VS ALM Ranger & TFS Branching Lead, Microsoft   Figure: Creating a single feature branch means you can isolate the development work on that branch.   Its standard practice for large projects with lots of developers to use Feature branching and you can check the Branching Guidance for the latest recommendations from the Visual Studio ALM Rangers for other methods. In the diagram above you can see my recommendation for branching when using Scrum development with TFS 2010. It consists of a single Sprint branch to contain all the changes for the current sprint. The main branch has the permissions changes so contributors to the project can only Branch and Merge with “Main”. This will prevent accidental check-ins or checkouts of the “Main” line that would contaminate the code. The developers continue to develop on sprint one until the completion of the sprint. Note: In the real world, starting a new Greenfield project, this process starts at Sprint 2 as at the start of Sprint 1 you would have artifacts in version control and no need for isolation.   Figure: Once the sprint is complete the Sprint 1 code can then be merged back into the Main line. There are always good practices to follow, and one is to always do a Forward Integration from Main into Sprint 1 before you do a Reverse Integration from Sprint 1 back into Main. In this case it may seem superfluous, but this builds good muscle memory into your developer’s work ethic and means that no bad habits are learned that would interfere with additional Scrum Teams being added to the Product. The process of completing your sprint development: The Team completes their work according to their definition of done. Merge from “Main” into “Sprint1” (Forward Integration) Stabilize your code with any changes coming from other Scrum Teams working on the same product. If you have one Scrum Team this should be quick, but there may have been bug fixes in the Release branches. (we will talk about release branches later) Merge from “Sprint1” into “Main” to commit your changes. (Reverse Integration) Check-in Delete the Sprint1 branch Note: The Sprint 1 branch is no longer required as its useful life has been concluded. Check-in Done But you are not yet done with the Sprint. The goal in Scrum is to have a “potentially shippable product” at the end of every Sprint, and we do not have that yet, we only have finished code.   Figure: With Sprint 1 merged you can create a Release branch and run your final packaging and testing In 99% of all projects I have been involved in or watched, a “shippable product” only happens towards the end of the overall lifecycle, especially when sprints are short. The in-between releases are great demonstration releases, but not shippable. Perhaps it comes from my 80’s brain washing that we only ship when we reach the agreed quality and business feature bar. - Willy-Peter Schaub, VS ALM Ranger, Microsoft Although you should have been testing and packaging your code all the way through your Sprint 1 development, preferably using an automated process, you still need to test and package with stable unchanging code. This is where you do what at SSW we call a “Test Please”. This is first an internal test of the product to make sure it meets the needs of the customer and you generally use a resource external to your Team. Then a “Test Please” is conducted with the Product Owner to make sure he is happy with the output. You can read about how to conduct a Test Please on our Rules to Successful Projects: Do you conduct an internal "test please" prior to releasing a version to a client?   Figure: If you find a deviation from the expected result you fix it on the Release branch. If during your final testing or your “Test Please” you find there are issues or bugs then you should fix them on the release branch. If you can’t fix them within the time box of your Sprint, then you will need to create a Bug and put it onto the backlog for prioritization by the Product owner. Make sure you leave plenty of time between your merge from the development branch to find and fix any problems that are uncovered. This process is commonly called Stabilization and should always be conducted once you have completed all of your User Stories and integrated all of your branches. Even once you have stabilized and released, you should not delete the release branch as you would with the Sprint branch. It has a usefulness for servicing that may extend well beyond the limited life you expect of it. Note: Don't get forced by the business into adding features into a Release branch instead that indicates the unspoken requirement is that they are asking for a product spin-off. In this case you can create a new Team Project and branch from the required Release branch to create a new Main branch for that product. And you create a whole new backlog to work from.   Figure: When the Team decides it is happy with the product you can create a RTM branch. Once you have fixed all the bugs you can, and added any you can’t to the Product Backlog, and you Team is happy with the result you can create a Release. This would consist of doing the final Build and Packaging it up ready for your Sprint Review meeting. You would then create a read-only branch that represents the code you “shipped”. This is really an Audit trail branch that is optional, but is good practice. You could use a Label, but Labels are not Auditable and if a dispute was raised by the customer you can produce a verifiable version of the source code for an independent party to check. Rare I know, but you do not want to be at the wrong end of a legal battle. Like the Release branch the RTM branch should never be deleted, or only deleted according to your companies legal policy, which in the UK is usually 7 years.   Figure: If you have made any changes in the Release you will need to merge back up to Main in order to finalise the changes. Nothing is really ever done until it is in Main. The same rules apply when merging any fixes in the Release branch back into Main and you should do a reverse merge before a forward merge, again for the muscle memory more than necessity at this stage. Your Sprint is now nearly complete, and you can have a Sprint Review meeting knowing that you have made every effort and taken every precaution to protect your customer’s investment. Note: In order to really achieve protection for both you and your client you would add Automated Builds, Automated Tests, Automated Acceptance tests, Acceptance test tracking, Unit Tests, Load tests, Web test and all the other good engineering practices that help produce reliable software.     Figure: After the Sprint Planning meeting the process begins again. Where the Sprint Review and Retrospective meetings mark the end of the Sprint, the Sprint Planning meeting marks the beginning. After you have completed your Sprint Planning and you know what you are trying to achieve in Sprint 2 you can create your new Branch to develop in. How do we handle a bug(s) in production that can’t wait? Although in Scrum the only work done should be on the backlog there should be a little buffer added to the Sprint Planning for contingencies. One of these contingencies is a bug in the current release that can’t wait for the Sprint to finish. But how do you handle that? Willy-Peter Schaub asked an excellent question on the release activities: In reality Sprint 2 starts when sprint 1 ends + weekend. Should we not cater for a possible parallelism between Sprint 2 and the release activities of sprint 1? It would introduce FI’s from main to sprint 2, I guess. Your “Figure: Merging print 2 back into Main.” covers, what I tend to believe to be reality in most cases. - Willy-Peter Schaub, VS ALM Ranger, Microsoft I agree, and if you have a single Scrum team then your resources are limited. The Scrum Team is responsible for packaging and release, so at least one run at stabilization, package and release should be included in the Sprint time box. If more are needed on the current production release during the Sprint 2 time box then resource needs to be pulled from Sprint 2. The Product Owner and the Team have four choices (in order of disruption/cost): Backlog: Add the bug to the backlog and fix it in the next Sprint Buffer Time: Use any buffer time included in the current Sprint to fix the bug quickly Make time: Remove a Story from the current Sprint that is of equal value to the time lost fixing the bug(s) and releasing. Note: The Team must agree that it can still meet the Sprint Goal. Cancel Sprint: Cancel the sprint and concentrate all resource on fixing the bug(s) Note: This can be a very costly if the current sprint has already had a lot of work completed as it will be lost. The choice will depend on the complexity and severity of the bug(s) and both the Product Owner and the Team need to agree. In this case we will go with option #2 or #3 as they are uncomplicated but severe bugs. Figure: Real world issue where a bug needs fixed in the current release. If the bug(s) is urgent enough then then your only option is to fix it in place. You can edit the release branch to find and fix the bug, hopefully creating a test so it can’t happen again. Follow the prior process and conduct an internal and customer “Test Please” before releasing. You can read about how to conduct a Test Please on our Rules to Successful Projects: Do you conduct an internal "test please" prior to releasing a version to a client?   Figure: After you have fixed the bug you need to ship again. You then need to again create an RTM branch to hold the version of the code you released in escrow.   Figure: Main is now out of sync with your Release. We now need to get these new changes back up into the Main branch. Do a reverse and then forward merge again to get the new code into Main. But what about the branch, are developers not working on Sprint 2? Does Sprint 2 now have changes that are not in Main and Main now have changes that are not in Sprint 2? Well, yes… and this is part of the hit you take doing branching. But would this scenario even have been possible without branching?   Figure: Getting the changes in Main into Sprint 2 is very important. The Team now needs to do a Forward Integration merge into their Sprint and resolve any conflicts that occur. Maybe the bug has already been fixed in Sprint 2, maybe the bug no longer exists! This needs to be identified and resolved by the developers before they continue to get further out of Sync with Main. Note: Avoid the “Big bang merge” at all costs.   Figure: Merging Sprint 2 back into Main, the Forward Integration, and R0 terminates. Sprint 2 now merges (Reverse Integration) back into Main following the procedures we have already established.   Figure: The logical conclusion. This then allows the creation of the next release. By now you should be getting the big picture and hopefully you learned something useful from this post. I know I have enjoyed writing it as I find these exploratory posts coupled with real world experience really help harden my understanding.  Branching is a tool; it is not a silver bullet. Don’t over use it, and avoid “Anti-Patterns” where possible. Although the diagram above looks complicated I hope showing you how it is formed simplifies it as much as possible.   Technorati Tags: Branching,Scrum,VS ALM,TFS 2010,VS2010

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