My Personal Agile: Work

(This column is posted at www.StevenSavage.com and Steve’s Tumblr)

Now let’s get on to the next step of my Personal Agile – doing actual work! You’ve got your Sprint Backlog, which is everything you plan to do this sprint (a month) so let’s go.

How Do I Start?

Every day I look at my Sprint Backlog and figure what I should do and want to do. Then I do it. In time you get into a rhythm where you unconsciously know what you want to get done – usually.

Yeah, that’s it. A daily review – maybe more than once a day – and doing stuff. Sounds simple? Of course it is – because you’ve thought this over and taken a manageable chunk of stuff to do. One of the great parts of Agile methods is that you get enough mindwork done up front and break stuff into manageable chunks that it’s easy to focus.

Well, What Do I Do First?

That’s pretty much up to you. In general, you should tackle highest priority work first and work your way down.

In practice, it’s often not as clear cut:

  • There are time constraints on when some things have to get done. You may not list cleaning that grungy guest room sink as your highest priority, but mom’s visiting.
  • Some work may need approval, materials, etc. Those art supplies you needed are late.
  • Some work you can’t stand doing for an extended time period. Maybe you start mowing the lawn this evening but finish tomorrow (but hey, maybe your mowing should be two tasks or even two separate stories).
  • When you start things you quickly realize your priorities are off. You really don’t need those new clothes.

Priority order is a good guide, but the only one.  Do what works.

Sticking With Things

To make sure you progress and stay focused, you want to stick with work.  Here’s a look at what I do:

  • If you take a task, make sure it’s one you can complete in one sitting or one that you’ll get done without anything else interrupting. For instance if you want to write up an essay but don’t finish it before bed, then the next day that’s your top priority.
  • Once you start tasks in a story, that story should (more or less) be your top priority. This lets you focus on delivering value. It also helps get the Story out of your mind. Remember, good breakdown means more stories with less tasks, and that makes this easier.
  • In all cases, try to focus on something being done and complete. Deliver value – or parts of value.

Sticking with something helps you stay focused and keeps you from the mental waste of switching gears over and over.  In a lot of cases it’s better to finish something and start the next thing unless you really have to.

How Do I Track Work?

You want to track the work you’re doing and to know what you’re up to and what you’ve done.  Here’s what I do:

When you start a task, move the “hours” estimate into the appropriate column, and keep moving it. This way you’re tracking work done:

  • Define – You’re fleshing it out and getting ready.
  • Developing – You’re doing it.
  • Review – You (or someone else) are confirming it’s done.
  • Done – Well, duh. Done. Congrats.

This is why I keep totals at on my spreadsheet so, at a glance, I know how many “hours” of work are done where. I’ll go into this more later.

One thing you’ll note is that I track the state of every Task (some methods only do stories). I find if you track and validate Tasks, the stories usually take care of themselves – a truly well made Task may not complete the story but is verifiable. It also lets me follow my progress in miniature as I’m pretty focused on this.

You may only need to check your progress story-level. You can use a pivot table for this, or other forms of visualization I’ll cover next.

How Do I Avoid Being Overloaded?

OK, here’s where we get a new concept: Work In Progress.  This is important.

Work In Progress, aka WIP, comes from Kanban, and has been adopted into many Agile practices, including, of course, some variants of Scrum. The core idea is to limit what you’re working on so you focus – and so you find blockages to completion.

It’s simple – you set a limit on how much work can be in each column (Define, Developing, etc.).  This is usually only one item.  I usually limit it to one task, but sometimes it’s limited to one story.  Nothing can move ahead until there’s “space.”

This idea of moving ahead only when there’s space is called “Pull.”  You don’t push items forward – you pull them when available.  I find this comfort is very comforting, it changes your focus on work.

But what if you’ve got a task in Developing, it’s done, but you have another task in Review waiting on approval? You don’t move that Developing task. It sits. You can either go Define a task and do some research, or try to get the task in Review, well, reviewed.

If all three are filled up? If your Defined thing is Defined, your Developed task is all developed, and you in-review task is in review? You should focus on the in-review task, but if everything is blocked, it may be time to take a break.

Now of course work may have to move forward, but you should acknowledge how you got blocked and fix it in the future. When things get jammed up that’s the sign of a flaw – and a sign you should change your approach so it doesn’t happen again.

Think this is tough? Some folks like to keep it down to one item being worked on period, no matter what the state. In fact, I’m an advocate, on the individual level, for doing this method. Sometimes I even succeed.

So what does all this stuff with Work In Progress Do?

  1. It forces you to avoid multitasking. Multitasking really distracts you, and the more you pile up half-done, the more you’re distracted.
  2. It rethinks work. The idea of “pull” of moving forward only when there’s space helps you see work in a more relaxed, appropriate manner.
  3. It reveals blockages and obstacles. Think of your workflow as a pipe system. If you restrict the amount that goes through it, when a jam up occurs you learn a lot. This is an enormous amount of Kanban – to the point where I’ve heard people say Kanban isn’t a management tool but just a way to find and remove blockages.
  4. It works better with good work breakdowns, so helps validate them.

Now because life gets complicated, I practice what I call WIP 1+1. That means the usual limit applies, BUT I allow myself to work on something else as long as I can get it finished in one go. This means if, say, something is sitting at my editors, I can go do some cooking or clean the bathroom. But I wouldn’t start something that may need another editor’s attention.

As noted, I do this on the task level.  You might find it works on the story level.

What If Something Takes Longer Than I Estimated?

That’s fine, that’s OK. It’s something to note for review at the end of the sprint.

If this requires you to cut work, fine. Figure what the least priority items are and don’t do them unless you suddenly have time. You’ll review this.

One thing I do is change my estimate to fit my new findings.

What If I Get Everything Done Earlier?

Well you could take a break. Otherwise, just bring the topmost items in from the Backlog into the Sprint Backlog, one at a time. Finish those items before taking something else off the backlog.

So This Is Just Taking A List Of Stuff And Trying To Do It Without Multitasking In A Given Timeframe?

Well, yes. Welcome to Agile, where we cut through the bullshit or break the bullshit into manageable pieces.

Next Up?

This may seem easy, but we’ll talk tools and visualization.

– Steve

 

My Personal Agile: Your First Sprint

(This column is posted at www.StevenSavage.com and Steve’s Tumblr)

Congrats. All that work last time? You’re ready to start a sprint in my Personal Agile. First, let’s review.

Last time you build a spreadsheet (or equivalent) to track:

  • The Incubator – All the stuff you want to do eventually.
  • The Backlog – You took the stuff that you really want to do out of the Inacubator, broke it down, and detailed it enough that someday you can do it.  These are things you’re very sure you want to get to.
  • The Regular Tasks – You detailed the things you have to do every month.

Pretty useful, right? Well get ready, here comes your first sprint. In fact, let’s talk what this is.

The Sprint

A Sprint is a concept I first got introduced to in Scrum. A Sprint is a time period (almost always the same length) in which you do work.  The Sprint is loaded up with your Regular Tasks and the top items in the Backlog – this is called the Sprint Backlog.  You then work on these items for the Sprint, and repeat the process.

The Sprint concept has a lot of advantages:

  • Each time you use the same span of work – it helps with predictability on delivery and figuring out how much work you can handle.  By the way, it takes a few Sprints to figure out how much you can handle.
  • You load a Sprint with the most important work, but usually figure out the best way to do it during the Sprint – it may not always be in order.
  • You focus on what you’re sure you can do.
  • You review and re-plan so you adapt – and if you screw up it’s only for a short period.

Sprints in general are not modified or changed when they start, though there’s often fiddling around the edges because you’re constantly discovering things. If a Sprint is radically restructured, it should be stopped and a new one begun, with everything replanned and re-evaluated.

Sprint Size?

So how big should a Sprint be?  In Software I see two weeks held up as an ideal, though in some past writings a month was apparently favored.  I see a lot of three week Sprints, and have heard of a few week Sprints.

For my Personal Agile I use a month. This is because:

  • For most of us our lives have a monthly cadence.
  • It’s large enough to deal with the unpredictability of life and not get derailed.
  • It interfaces well with other forms of time measurement – quarters and years.
  • Because of that interface it also ties well into things like college quarters or semesters, financial years, and more.
  • Yeah, months aren’t the same size, but it’s close.

I recommend starting with a month – and never doing a Sprint larger than one month. However, you may find that smaller ones actually work for you.

Why would you use a smaller Sprint?  I find smaller Sprints allow for more responsive development, quicker turnaround on changes, and more reviews.  It might work for you!

OK, let’s move on to . . .

Sprint Planning – The Sprint Backlog

Every Sprint I have a tab in my spreadsheet for work to do that month. At the end of the first month (or thereabouts) I copy my old spreadsheet (so I don’t loose records), and then start planning.

Sprint Backlog has these fields – which must be familiar.

  • DATE – If something is date-bound.
  • PROJECT – Obvious.
  • STORY – Obvious.
  • TASK – Obvious.
  • SIZE – The size of the project in hours.
  • DEFINING – This starts blank. When a task is being analyzed, you move it’s “hour count” out of “Size” and over to here.
  • DEVELOPING -This starts blank. When a task is being done, you move its “hour count” here.
  • REVIEW – This starts blank. When a task is done but not confirmed done (say you’ve got to get approval), you move it’s “hour count” here.
  • DONE – This starts blank. When you are done with a task, it’s “hour count” moves here.
  • NOTES – Obvious

As you can guess, I sum up Size/Defining/Developing/Review/Done at the bottom of the Spreadsheet. This lets me see, at a glance, where work is and what’s going on. How much work (in hours) is not started? How much is done?

Finally I sort this sheet by:

  1. DATE
  2. PROJECT
  3. STORY

This way I see:

  1. What has to get done first.
  2. Then things by project.
  3. Then individual stories.

OK, you got your Sprint Backlog tab. Let’s fill it.

Filling The Sprint Backlog

You probably see where this is going, but . . .

  1. First, copy over your Regular Tasks list. Congratulations, you’ve populated your backlog with important stuff (and some months this may be all you get to)
  2. Look at the work for the month. Do you (honestly) have room for more? Anything suddenly get added or something you won’t do? Any holidays? Add or subtract things. It’s possible that you’ve covered most things you need.
  3. You may realize that holidays, events, etc. require more work.  So put in stories/tasks for such things.  It could be cooking dinner then throwing a party, or it could be you want to take a holiday to relax.  Make these things into stories/tasks so you know what to have to do and don’t overload yourself.
  4. If something is just fun?  Like a big event? I put that in too so I take time for it.
  5. Now, go into your Backlog and – you guessed it – take the highest priority story.
  6. Take that story and determine if it needs to be broken down any further.  This is your time to do a bit more analysis.
  7. Now do the same with the next item on your Backlog.
  8. Each time you take an item off your Backlog and break it down, ask if that’s enough work for the Sprint.  Eventually, you stop.

And that’s it. Its just like your Incubator and Backlog, only you’re using the Backlog to make a set of tasks and stories for your sprint.

In a lot of Scrum practices this process is timebound to four hours for a team.  I don’t really timebox myself, but I recommend 2 hours or less if you need a “boundary.”  This prevents paralysis through analysis.

By the way, you’ll do this every sprint. I find in time I get a very good idea of what’s next and this becomes easier and easier.

Congrats on the Sprint Backlog

There, you have a Sprint Backlog. You can start work. In fact, I’ll address that next.

– Steve

 

My Personal Agile: Getting Started With Incubators And Backlogs!

(This column is posted at www.StevenSavage.com and Steve’s Tumblr)

OK, so we’re talking my personal Agile Method, which is really kind of Scrum with some variants and my own tweaks.   This is how I stay productive – without goung crazy.

I’ve talked Value. I’ve talked breaking down work. Now we’re going to figure out what work you need to do in the future. Literally, you can start now – this is the first phase of really getting into it.

Now a quick warning on what I’m about to show you:

    1. It’s best done in one go. That will likely be an hour – it can go as high as four.
    2. My “sprints” (periods of doing work) are one month long. So you may want to do this closer to the start of a month.
    3. It’s going to require some record keeping.
    4. It’s not entirely “standard” Scrum.
    5. You’re gonna do a lot of typing.

OK warnings done, let’s start.

Set Up To Track Work

First, you need a way to track work. Me, I use a spreadsheet with several tabs in it. I’ll assume you’re doing the same, using either Word or LibreOffice. You can also do this on graph paper or in a word processor table or whatever, but I like spreadsheets.

So spreadsheet in hand (well on computer), let’s go.  First up – the maybes!

The Incubator

The Incubator is where you track things you probably want to do but haven’t really decided when to do or aren’t ready to get to in the near future. It’s for “I really want to and probably will” but “not sure when I want to do it and have other priorities).

In a spreadsheet (or whatever method you do), every row represents something you’ll want to work on. The Columns to defines this work is simple:

  • PROJECT – The thing I want to do
  • NOTES – Any notes.
  • I also insert a “Rank” column to help sort them.

So your each line of your incubator is a thing you want to do and some notes.

You may also have notes and wireframes and prototypes on your computer. I can talk more how I organize that stuff later, but I suggest having one or two directories to store just project information.

Setup, done, let’s go!

So your first step is to write down everything you really are sure you want to get to for the foreseeable future. I recommend going out at least a year, but maybe more.  Don’t overdo describing things unless you have a lot of ideas, and keep separate notes on more elaborate plans.  When in doubt, use your friend the User Story:

As x I want to y so that Z.

Now as you write these down, try and put them in order of priority – Bit nothing can be of equal priority. This is called Force-Ranking and is a tool to help you (OK, make you) decide just what order you want to do things. It’s a great way to help you evaluate, challenge yourself – and even helps construct a vague schedule very quickly.

If you have any metrics or measurements of success, you might note them here, in separate documents, or even have a separate project to measure them.  For instance if you get a certification with the hope it adds to your paycheck, that’s a separate project – evaluating pay a year down the road.

Also it’s OK if you miss something. You’ll be reviewing this regularly and adding things you forgot – or subtracting things you no longer care about.

Once you’re done and you have a good list, in order of priority, of what you want to do, we’re going to get deeper.

The Backlog (or Backmap)

You now have a good idea of everything you might want to accomplish in the near future. Now you’re going to determine what you definitely want to accomplish. So we’re going to your Backlog – the “I’m definitely going to do this list.”

The Backlog tab of your spreadsheet should have the following Columns (warning, this is a lot)

  • RANK – How important the project is. I use Rank to sort (and unsort) columns. You might not use this.
  • DATE – I include dates I want to get things done by. Not everything will have this.
  • PROJECT – The name of the project.
  • STORY – The name of a story that is part of a Project.
  • TASK – Sometimes when you fill a Backlog, you even know the tasks involved. You may or may not use this column.
  • SIZE – Since I often do tasks in the Backlog, I size them in hours as noted. You might not size everything.
  • NOTES – Notes. You kinda got that.

So roughly, your Backlog is going to let you at least list all the stories you can think of in the Projects you want to do – and possibly some tasks.

Now let’s fill this backlog:

First, take the topmost item in your incubator. Evaluate if, indeed, this is something you want in your plans to do. If so, move it to the Backlog. This will, of course, be your topmost item – probably.

After moving, it, try and figure out any major stories and break it down further – with one line per story. Thus a small Garage-cleaning Project may have the following stories

  • Clean Out The Trash Cans
  • Buy Lots of Trash bags
  • Clean out the garage.
  • Call someone to haul the big stuff away.
  • Put out the trash.
  • Final dusting and cleanup.

You’d make one line entry for each of these with its Project, the story, and maybe even several tasks (each tied to a story).  However most of these stories are also probably “single task.”  You might list something like this:

These may not be perfect breakdowns, just enough to get a handle on them. If you can do more without wasting time, then go for it. I have lots similar projects with my book writing, so I can even break some Projects down to the task level from the get-go. Just don’t overdo it – or lock yourself in.

So after you put in your first big story, you go back to the Incubator and . . . pick the next one, and do the same thing. You put these stories after the ones from the first project because, hey, that project is the second most important thing, right?

Not necessarily.

Backlog to Backmap
This is where the backlog gets fuzzy because though it’d be nice to do everything in order, but you may not want to.

Agile is all about delivering value. However:

  • The value of all stories in a more important project may not always be more than some stories in a less important project. Remember stories should be relatively independent pieces of value.
  • Some projects can’t be done all in one go and/or need to be paced out. Imagine trying to write a book and that’s all you do to the exclusion of all else? It’s not like you can cook six months ahead then write for six months.
  • Some work is bound by other limits, including time.

So about by the second or third big project you put into your backlog, stories from different projects are likely to be in different orders than the projects were in the Incubator. That’s fine. The key is, as always, is value and what you can deliver.

My reccomendation is that when you first do this, try not to focus on getting projects done in order of prioritiy, and get comfortable with “mixing” their priorities as you get used to this.

Sometimes you have a lot of timebound stuff as well. When your backlog has a lot of date-driven Projects/stories I christen it the Backmap – as it’s also a Roadmap.

A note, by the way, on how to use the fields to make this easier:

  • Tracking things by PROJECT lets me sort and resort what’s going on and even check if a Project is done because there’s no other stories after the last (and lowest). I also put in a “completion/wrapup” story for any large projects to remind me I’m sure I’m done.
  • You also see the importance of RANK – you can easily sort or resort projects if you need to assign some numeric values.
  • Finally, you can see why I include DATE as that also helps me sort things. In fact one of my tricks is to make RANK the number of the month
  • I want to do certain Project/Stories in. Then after sorting, I can more finely arrange priority.

Onward
So you go through this until you have a backlog that covers the things in the Incubator you’re SURE you want to do. This probably won’t be all of them. For the first time what I’d do is just get enough Projects queued in and broken into Stories that you know what you want to do for the next three months.

You’ll be revisiting the Backlog monthly if not more anyay.

The Regular Task List

Wait, aren’t you done? Nope, because my guess is your life has a lot of things you do regularly. Meetings, cleanings, cooking, social events. You’ve got Regular Tasks, so it means it’s itme for the Regular Task list.

I set up the list the same as I do the Sprint Backlog (which we’ll get to) so I can copy it over easy.

It’s got the same columns you saw above.  Now that you did a Backlog/Backmap you’re probably going to find this pretty easy.

  • RANK
  • DATE
  • PROJECT
  • STORY
  • TASK
  • SIZE
  • NOTES

So here’s what you put in:

  1. Anything that you do with a monthly cadence (possibly even quarterly).
  2. Use “Project” to organize it. For instance I usually have “Projects” like “Cooking” for all my cooking, “Social” for all my social events, etc.
  3. I use Stories to organize anything, but usually they’re the same as Tasks. Frankly, you may not need to use proper User Story style here. I mean “work out this week” kinda does it.
  4. I put in tasks since, as these are regular, I know what’s going on. Often they’re the same as the story as these regular bits of work are very defined.
  5. If a task repeats during a month, I make entries for each repeat. For instance I tend to cook 8 times a month or more. So I have a Project (Cooking), a Story (Cook #x) and a Task (Cook #x).
  6. For these repeating tasks make sure you break them down well. Improving and polishing your Regular Tasks is great practice.
  7. For Regular Tasks I try to break down the task small, down to hour increments if possible.

Setting up your Regular Task List is pretty good practice for what comes next – the Sprint Backlog. That’s the next post.

To give you an example, here’s how I handle my cooking:

  • A Project called “Cooking”
  • Eight stories called Cook #1-8 – since I want to make eight large meals to freeze up.
  • Each story has a task called – you guessed it – Cook.
  • Each story is sized to an hour.

And Here We Are!

So there you go, you just created, in (hopefully) a short time:

  • Your rough vision for the future in the form of the Incubator.
  • Your solid vision for the future in the form of the Backlog.
  • An idea of what you’ll do monthly and a good practice for the Sprint in the form of the Regular Tasks.

Next post we’ll talk about figuring out what you’ll do specifically – the Sprint Backlog!

– Steve