PMP Agile Flashcards

(235 cards)

1
Q

Types of agile methodologies

A

Scrum, extreme programming (XP), lean development, Kanban

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2
Q

What is converting the triangle?

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3
Q

Agile manifesto values

A
  1. Individuals and interactions over processes and tools.
  2. Working software over comprehensive documentation.
  3. Customer collaboration over contract negotiation.
  4. Responding to change over following a plan.
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4
Q

What is meant by customer collaboration over contract negotiation.

A

One of the four agile manifesto values. It means to be flexible and accommodating instead of fixed and uncooperative. Manage change, don’t suppress change. Shared definition of done. Requires trusting relationship.

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5
Q

Agile guiding principles

A

Customer sat through early and continuous delivery of valuable software, welcoming changing requirements, deliver working software frequently, business people and developers must work together daily, build project around motivated individuals and give them supportive environment and trust, face-to-face conversation, working software is primary measure of progress, agile processes, promote sustainable development (maintain constant pace, indefinitely), continuous attention to technical excellence and good design enhances agility, simplicity, self organizing teams, reflection and retrospective

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6
Q

Low tech, high touch

A

One of the guiding principles of agile is to involve face-to-face conversation wherever possible. Whiteboards and close proximity interaction is encouraged.

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7
Q

Core values of extreme programming

A

Simplicity, communication, feedback, courage, respect

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8
Q

Extreme programming roles

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Coach (scrum, agile, project manager, or scrumaster), customer (scrum product owner, programmers, testers

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9
Q

What is another name for a sprint in extreme programming?

A

Scrum term is a sprint. Extreme programming term is an iteration.

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10
Q

Practices in extreme programming

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Release planning, iteration planning, small releases frequently, customer tests, collective code ownership (cross training), code standards, sustainable pace (reduce frequency of long hours), metaphor (helps translate user requirements into technical understanding), continuous integration (and frequent builds to bring code together to identify problems quickly.), test driven development, pair programming, simple design, refactoring

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11
Q

Test driven development (TDD)

A

Extreme programming practice. The team writes the test prior to developing the new code. The code will pass the test once it is written correctly.

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12
Q

Pair programming

A

An extreme programming practice. Production code is written by two developers, working as a pair to write and provide real time reviews of the software as it emerges. Working in pairs helps spread knowledge about the system through the team.

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13
Q

Simple design

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Extreme programming practice. Code is always testable, brows, understandable, explainable. Replace complex with simple design. The best architecture requirements and designs emerge from self organizing teams.

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14
Q

Refactoring

A

Remove redundancy, eliminate unused functionality, rejuvenate obsolete designs. Refactoring throughout the entire project lifecycle saves time and increases quality. Code is kept clean and concise so it’s easier to understand, modify and extend.

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15
Q

Difference between agile scrum and XP

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16
Q

Principles of the Toyota lean methodology

A

Using visual management tools, identifying customer defined value, building in learning and continuous improvement

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17
Q

Seven principles of lean software development

A

Eliminate waste, empower team, deliver fast, optimize the whole, build quality in, deferred decisions, amplify learning

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18
Q

Eliminate waste

A

A principle of lean software development. To maximize value, waste must be minimized. For software systems, waste can take the form of partially done work, delays, handoff, unnecessary features.

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19
Q

Empower the team

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Don’t micromanage, respect team members superior knowledge of the technical steps required on the project.

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20
Q

Deliver fast

A

One of the seven principles of lean software development. Quickly delivering valuable software and iterating through designs.

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21
Q

Optimize the whole

A

One of the seven principles of lean software development. We aim to see the system as more than the sum of its parts.

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22
Q

Amplify learning

A

One of the seven principles of a lean software development. This concept involves facilitating communication early and often, getting feedback as soon as possible, and building on what we learn.

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23
Q

Seven wastes of lean

A

Partially done work, extra processes, extra features, task switching, waiting, motion (unnecessary processes that create overhead like making most of the team travel upstairs for stand-up because the product owner works on a different floor), defects

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24
Q

Kanban five core principles

A

Visualize the workflow, limit work in progress, manage flow, make process policies explicit, improve collaboration

A tool used to coordinate task handovers

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25
Manage flow
Kanban principal. Tracking flow of work through a system, pull methodology where sticky notes are moved through the columns until process is finished. four columns (tasks, in progress, testing, done) – can have more specific columns if desired
26
Little’s Law
Cycle times are proportional to queue lengths. We can predict completion times based on queue size.
27
Agile declaration of interdependence (DOI)
Agile links, people, projects, and value. We increase ROI by making continuous flow of value our focus. We expect uncertainty, unleashed, creativity and innovation, boost performance through group, accountability, and shared responsibility
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Agile mindset
Welcome, change, working and small value increments, using build, and feedback, loops, learning to discovery, value, driven development, failing fast with learning, continuous slavery, continuous improvement
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Servant leadership
Leader provides what the team needs: shield team from interruptions, removing impediments to progress, communicate project vision, continuously, carry food and water
30
12 principles for leading agile projects
Learn the team member needs, learn the project requirements, act for simultaneous welfare of team and project, create environment of functional accountability, have a vision of completed project, use project vision to drive your behavior, serve as central figure in successful project team development, Recognize team conflict as a positive step, manage with an eye towards ethics, ethics is critical, take time to reflect on project, think backwards (retrospective)
31
Kanban
To address the debate of Kanban vs. Scrum, let’s compare them side-by-side to see how these two methodologies handle agile development. Kanban is a lightweight methodology that relies on kanban boards to visualize the workflow and track the progress of tasks. It doesn’t have any roles or responsibilities prescribed, and there are no predefined release cycles or due dates. On the other hand, Scrum is a more prescriptive approach that has specific roles, artifacts, and ceremonies. The team works in short bursts called sprints with a fixed amount of time. A Kanban team is constantly adapting to changes in the market and customer demands, regardless of their priority and size. Tasks get pulled to be worked on when enough information is available for them to begin. In contrast, Scrum teams are committed to a certain number of features during each sprint. They have defined goals and can’t change their mind halfway through the sprint. New requirements can be added to the product backlog, but they need to be decided on and estimated during future sprints.
32
In agile, what is the strongest indicator of project success?
Stakeholder satisfaction. Shows understanding of stakeholders needs, that they are engaged, and builds confidence of stakeholders in team.
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What are signs of waste?
Partially done work, extra processes, extra features, Waiting, defects
34
Return on investment (ROI)
The ratio of the benefits received from an investment to the money investment. usually a percentage (Net Profit / Cost of Investment) x 100.
35
Internal rate of return (IRR)
Financial metric for assessing value. This is the interest rate you will need to get in today’s money to receive a certain amount of money in the future.
36
Present value/net present value (NPV)
A financial metric for assessing value. This is the Value of future money in today’s terms.
37
Earned value management (EVM)
A financial metric for assessing value. These are formulas that monitor the value of the project as it progresses.
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Four financial metrics for assessing value
Return on investment, internal rate of return, net present value, earned value management
39
What is considered anti-value?
Risk, a K a threats
40
What are tools to manage risk?
Risk adjusted backlog and risk burn down chart
41
Methods for customers to conduct value prioritization
Simple scheme, MoSCoW, monopoly money, 100 point method, dual voting or multi voting, Kano analysis, requirements prioritization model
42
Simple scheme
Method of prioritizing features. This is just a flat list provided by the customer listing out Priority one priority two, priority three, etc. Could be problematic as many items become the first priority.
43
MoSCoW
Feature prioritization technique. Must have, should have, could have, would like to have, but not this time. A tool used to prioritize tasks if prioritization is unclear
44
Dot voting
Feature prioritization technique. Each person gets a certain number of dots to distribute to the requirements or features
45
Monopoly money
Feature prioritization technique. Give everyone equal monopoly money and they distribute the funds to what is most valuable.
46
100 point method
Feature prioritization technique. Each person is given 100 points that is then used to distribute amongst individual requirements or features.
47
Kano analysis
Feature prioritization technique. Helps to understand the customers satisfaction: delighters/exciters, satisfiers, dissatisfiers, indifferent
48
Cost of change
Describes the principle of costs increasing and change becoming more expensive as the product gets closer to production and eventually is deployed to production
49
Information radiator
This is a term/metaphor used to describe the importance of a Kanban or task board because the information is constantly surrounding and in front of and in the attention sphere of the team
50
Cumulative flow diagrams (CFDs)
A stack graph that shows how work is progressing. This graph is tied to the.Theory of Constraints, which involves detecting bottleneck activity. Your test may ask you too identify the bottleneck, which is the area below the growing shaded area
51
Money for nothing
Agile contracting method. contract states 20 features will be delivered, 15 are delivered and company doesn’t see any value in continuing the project so closes the project and the seller gets a cancellation fee In the above product backlog, by delivering features 1-7, we will accomplish 90% of the expected value of the final product. To achieve the remaining 10% of the product value, we must implement features 8 to 10, which will cost $20,000 ($8,000 + $6,000 + $6,000). The buyer might consider closing the contract, knowing that 90% of the product value has been achieved and may not be willing to spend $20,000 to realize the remaining 10%. However, the seller may not be fine with this, as they would lose a potential earning of $20,000, so they must be compensated for the early closure of the contract. In contract terms, this compensation is called a cancellation fee. This compensation amount can be calculated based on the agreed sharing ratio (e.g., 80/20) of the amount saved by the buyer by closing the contract early. In this case, the amount saved is $20,000, so the seller would receive 20% of $20,000, which is $4,000. This $4,000 is often referred to as "money for nothing." "Money for nothing" is also known as the early cancellation option. This option provides a win-win situation because the buyer saves $16,000 in potential expenditures, and the seller earns $4,000 for services no longer required.
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Types of agile contracting methods
Money for nothing, change for free, graduated fixed price contract, fixed price work packages. Fixed price work packages probably most used. Can use a combination of any of these methods.
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Change for free
Agile contracting method. Buyer can remove and replace features interchangeably with no penalty Change for free allows the buyer to change the scope of the work stated in the contract by replacing certain features with other features of the same net value at pre-determined time in the Contract life cycle. For example, features 8, 9, and 10, which collectively represent 10% of the product value, could be replaced with two features, each representing 5% of the value. This option provides the buyer with the flexibility needed to accommodate the dynamic scope of the project.
54
Graduated fixed price contract
Agile contracting method. Buyer and seller share and risk and rewards. Different hourly rates based on early finish, finish on time, finish late. If you deliver on time, you get paid for hours worked at the standard rate. If you deliver early, you get paid for fewer hours at a higher rate. The customer is happy because he pays less and gets his work accomplished sooner. The contractor is happy because his margin just doubled. However, if you deliver late, you get paid for more hours at a lower rate. This time both parties are unhappy. Every day that goes by, both parties lose money, but at a gradual manageable pace.
55
Fixed price work packages
Agile contracting method. AKA fixed price increments. Negotiating and assigning a fixed price for each feature. Probably the most used. Mitigate risk of under or over estimating. decomposed each SOW into individual work packages, each with its own fixed price. Then, as each work package is completed, the contractor is given the option to re-estimate the remaining work packages in the SOW, based on new information and new risks. This empowers the customer to make go / no-go decisions on the value of a work package relative to the cost. With this approach to a fixed-price arrangement, the customer retains control over cost and the contractor’s risk is localized to only the work package currently in progress.
56
Gulf of evaluation
What one person describes is often different from how others interpret. Think of a game of telephone.
57
Planning feedback loops
Resolve problems as soon as possible and don’t let little problems grow overtime
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Use case diagram
Visually shows how users would use an application.
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Methods of brainstorming
Quiet writing – give people five minutes to write their ideas, round robin – pass a token around to ensure everyone will speak, free for all – people shout out thoughts, but environment must be supportive
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Collaboration games
Remember the future, prune the product tree, speedboat or sailboat
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Remember the future
A type of collaboration game. Ask stakeholders to imagine that an upcoming release was successful and to elaborate on why it was successful. It’s like a play on words, where you are remembering why something was successful, but you’re looking through the lens of a future deployment. Gets a better understanding of how the stakeholder would define success. Outlines how we can accomplish that success for them.
62
Prune the product tree
A type of collaboration game. Draw a tree and ask stakeholders to add their features to it. Use sticky notes to have them place new features on the tree. Group features on the trunk. Features that depend on other features are higher up in the tree. Let’s everyone understand priorities of development.
63
Speedboat or sailboat
Type of collaboration game. Draw a waterline and a boat moving. Explain the boat is moving toward the goals of the project. Ask them to use sticky notes to show what can make the boat move (wind) and what can stop it (anchors). Allows stakeholders to identify threats and opportunities.
64
Levels of active listening
Level one (internal) – how is this story I’m listening to going to affect me. If you don’t wanna be a level one listener. Level two (focused) – put ourselves in the mind of the speaker. This is good, but body language is important, which is why level three is better. Level three (global) – builds on level two with body language
65
Models of team development
Shu-Ha-Ri - a model of skill mastery. shu = obey (at first learning, you obey everything) Ha = moving away (as you gain experience, you experiment with methods based on your understanding.) Ri = finding individual paths Dreyfus model of adult skill acquisition – novice, advanced beginner, competent, proficient, expert
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Tuckman’s five stages of team development
Forming, storming, Norming, performing, adjourning
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Adaptive leadership
This is the agile perspective on Tuckman’s ladder. Forming = directing, storming = coaching, norming = supporting, performing = delegating, adjourning. The latter descriptions are the agile terms. Adjourning has no direct agile term.
68
Osmotic communication
Part of the team space concept where the benefit is to have a shared team space where you can see each other. People who overhear conversations can learn things and apply them without directly being involved in the conversation.
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Burn up verse burn down
Burn up is tracking the work completed or done, burn down is tracking the work that remains to be done
70
Velocity chart
Used to estimate the amount of work a team can get done in an iteration
71
Progressive elaboration
This is a planning concept where more detail is added, as more information is uncovered It is the iterative process of increasing the level of detail in a project management plan has greater amounts of information and more accurate estimates become available
72
Ideal time
The amount of time it would take to complete a task given zero interruptions or unplanned problems
73
Properties to create a good user story (acronym)
Invest User stories must be independent, negotiable, valuable, estimateable, sizable, test
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Counterproductive estimation concepts and how to resolve
Bandwagon, HIPPO (highest paid persons opinion, groupthink. Wideband Delphi combats these things by performing anonymous estimation and sizing
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Iteration zero and iteration H
Iteration zero is the first sprint of a project where no coding takes place and the team agrees upon things like technical stack and coding language, etc. iteration H is the ending sprint where code cleanup is supposed to happen.
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Architectural spoke
Part of work done before starting of project/iterations. Period of time dedicated to a POC.
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Risk based spike
Part of work before starting a project/iterations. Team investigates to determine how to reduce risk.
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Slicing the stories
When a story is too big to fit in an iteration (1-4 weeks)
79
Lead time and cycle time
Lead time – how long something takes to go through the entire process Cycle time – how long something takes to go through a part of the process. It is a section within lead time. A measurement of how long it takes to get things done. Lead time represents the total time from project initiation to completion, while cycle time focuses on the time spent actively working on a task. Throughput, on the other hand, quantifies the number of completed tasks within a specific timeframe To simplify, lead time and cycle time measure how much (time) while throughput measures how many (number of work items completed in a certain timeframe)
80
Cycle time formula
Cycle time = WIP/Throughput Throughput is the amount of work that can be done in a time period. Sample question: what is cycle time if your feature is 60 story points and your team can do 5 story points a day? Cycle time = 12 days.
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Long cycle times lead to what?
Increased amounts of WIP
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Escaped defect
A bug that makes it to the customer. More costly to fix. Goal is to fix defects asap.
83
Variance analysis
Measure of how far apart things are (or vary)
84
Control limits
Provides guidelines to operate within. If the amount of work done is outside the expected story point range (average 15 points plus or -3 points) then your work done for that iteration falls outside the control limits and you should look into what you are doing poorly or very well.
85
Risk adjusted backlog
Re-prioritizing the backlog to account for risk A backlog that includes work and actions to address, threats, and opportunities
86
Expected monetary value
A way to define a monetary value for things such as risk. Helps rank risk. Equation: Impact in dollars times probability percentage equals EMV
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Ways to rank risk
Expected monetary value and risk severity. To calculate risk severity use a numbering system and multiply risk probability times the severity weight (for example weight can be severity one, two, three, four, five)
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Risk burn down chart
Shows you the severity of risk overtime. Insert details. Insert image.
89
Kaizen
Continuous improvement. People improve products and services. Small incremental over time is paramount.
90
Agile cycle
Plan, develop, evaluate, learn
91
Trend analysis
Measure that provides insight into future issues. Lagging metrics provide information on something that has already happened. Leading metrics provides information on occurring events or is about to occur.
92
Value stream map
Optimize the flow of information or materials to complete a process. Reduce waste (waiting times) or unnecessary work. Six steps to creating: 1. Identify the product or service. 2. Create a value stream map. 3. Review to find waste. 4. Create a new map with the desired improvement. 5. Develop a roadmap to implement fixes. 6. Plan to revisit again.
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Pre-Mortems
Team meeting that looks at possible things that can cause failure during a project before they take place. This is like a low tech high touch risk assessment. Steps include: Think what the failures might be Create a list of reasons that can cause the failures Review the project plan to determine what can be done to reduce or remove the reasons for failure
94
Retro - once issues are identified, how do you decide what to do about it?
Short subjects – team decides what actions to take in the next iteration (start doing, stop doing, do more of, do less) SMART goals - specific, measurable, attainable, relevant, timely
95
Stages of retrospective
Set stage, general insights, collect data, decide what to do, close retrospective By definition, according to the PMBOK, a retrospective describes how the team can improve and challenge the process in upcoming iterations, and lessons learned is defined as the team determining what they can do better in the future. 
96
Servant, leadership behaviors include what?
Obstacle removal, diversion shield (protect from internal and external diversions that redirect the project team from current objectives), encouragement and development opportunities
97
Group based decision-making often follows what pattern?
Diverge and converge pattern. Stakeholders and project team members provide individual estimates/alternatives/approaches (diverge), then the project team converses on a preferred solution. Examples include Roman voting, wide band Delphi estimating, and fist of five voting. These aim to engage individual input while voting at the same moment, which minimizes group think.
98
When planning using agile, what strategy should be used to prioritize work?
Work that is unique, significant, risky, or novel can be prioritized to reduce the uncertainty associated with project scope at the start of the project before significant investment has taken place. Project teams plan routine work based on the concept of last responsible moment. This approach refers a decision to allow the project team to consider multiple options until the cost of further delay would exceed the benefit. It reduces waste by not expanding time in developing plans for work that may change or may not be needed.
99
Planning poker and relative vs absolute estimation
A form of relative estimating. The team performing the work, comes to a consensus on the effort that is necessary to deliver value. Relative estimation is often preferred in Agile environments where tasks are complex or uncertain, as it focuses on the relative complexity of work rather than precise time estimations. Absolute estimation is used when the need for detailed, accurate estimates is crucial
100
Team augmentation contract / arrangement
involves supplementing an existing internal team with external talent to address specific skill gaps or project needs. It's essentially a flexible outsourcing model where you bring in experts for a temporary period to enhance your team's capabilities Customer has full control over scope variation and cost without exposing suppliers to risk
101
Mini waterfall
Collect all requirements first, then all design, then all testing. Should happen concurrently.
102
Negotiation
Approach to resolve when buyer and seller enter into a dispute of execution of work defined in a contract
103
Negotiation
Approach to resolve when buyer and seller enter into a dispute of execution of work defined in a contract
104
Scrum board
Information radiator used to manage product and sprint backlogs and show the flow of work and it’s bottlenecks
105
Extreme programming (XP) planning cadence
In XP, planning is carried out on a weekly and quarterly basis Also XP geared towards single small colocated cross functional team.
106
Crystal method
The Crystal Method is an agile project management framework that emphasizes people and their interactions over processes and tools. It's a family of methodologies, including Crystal Clear, Crystal Yellow, and Crystal Orange, each tailored to different project sizes and complexities. Crystal Clear: For very small teams (1-6 members), it's the simplest Crystal Crystal Yellow: For teams of 7-20, it introduces more structured roles and processes. Crystal Orange: For teams of 21-40, it includes more complex organizational structures and processes
107
A3
The A3 method uses a single sheet of paper to capture the problem, analysis, solutions, and implementation plan, promoting clear communication and shared understanding
108
Discipline agile
Designed to offer a balance between popular methods that are too narrow (scrum) or too broad (AgileUP) Disciplined Agile (DA) is a process-decision toolkit that provides guidance to individuals, teams, and enterprises on how to optimize their way of working (WoW). It's a flexible, agnostic toolkit that helps organizations choose, customize, and evolve their WoW, rather than prescribing a rigid framework. DA focuses on helping teams tailor their agile approaches based on their unique needs and situation
109
Scrumban
A method to transition from scrum to Kanban, but can also be used as a hybrid wear scrum is the framework and Kanban is for process improvement 
110
Run rates
Agile team simplified cost calculations, alternative to traditional budget In Agile development, run rate, often referred to as velocity, is a measure of the amount of work a team completes in a specific sprint or iteration, typically expressed in story points. It's a key metric for tracking progress, forecasting future work, and understanding team capacity
111
Specifications by example
Collaborative approach to defining requirements and tests using requirements from realistic examples
112
Ishikawa diagram – categories
PIPS People, information, process, system Use these as the bone trees for the main categories to decompose problems into root cause 
113
What are the eight wastes?
DOWNTIME Defects, overproduction, waiting, non-effective use of time or talent, transport, inventory, motion, excessive processing
114
What are cross functional teams?
T shaped resources with many general skills and one deep specialty. Building an actual team you want to try to bring in all members so you don’t have any part-time and have them be cross functional
115
Scrum employees which two methods to increase predictability and control risk?
Iterative and incremental approaches. Iterative means continuous feedback and short loops, incremental means delivering value and small increments. Thus ensuring the team is on the right path or can course correct quickly.
116
What are the pillars of scrum?
Transparency, inspection, and adaptation
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Ways to manage constraints
Have similar sizes and types of work items Explicit work policies Limiting work in progress Building in Slack or buffers where needed Using Slack from other areas were needed Keeping external resources close to the team (whole team approach)
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Methods for organizational change management
PMI change management, ADKAR, 8 steps to change, Virginia Satir change model, Bridges Transition Model
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ADKAR
Awareness-announce change ahead of time, explain why, get feedback Desire-get change champions, monitor feedback, showcase benefits Knowledge-offer training, resources, address skill gaps Ability-practice runs, monitor change, set realistic goals and tweak processes as needed Reinforcement-monitor, use positive feedback & encourage
120
8 steps of change
8 steps - create urgency, form a powerful coalition, create vision, communicate vision, remove obstacles, create short wins, build on change, anchor changes in culture
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Virginia Satir change model
steps: status quo (business as usual), foreign element, chaos, transforming idea, practice and integration, new status quo
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Bridges transition model
change management model; steps: ending, losing and letting go, the neutral zone, the new beginning
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Progressive elaboation
Process of continuously refining and detailing project plans as more info becomes available. Rolling wave planning is a type of progressive elaboration where planning is done in waves with detailed planning for near future and high level planning for distant work (i.e. T shirt size Epics)
124
Story mapping
Form of planning and backlog organization. also called User Story mapping. Orders product by customer's steps (left to right) and User stories to complete (top to bottom)
125
Analogous estimating
Estimating technique that uses data from a similar project, feature or user story (like an analogy). Generally faster and less costly, but also less accurate.
126
Net present value
is the present value (PV) of a future stream of payments, minus the initial investment cost. The idea is we want a cash rate that outpaces inflation, so if inflation is 3%, then we want our investment to outpace inflation. You want an amount greater than zero (higher the better)
127
Internal Rate of Return
Complicated formula. Just know the higher the better.
128
Return on investment
ROI. Divides net profit (or loss) by its cost. The higher ROI the better. ROI = (Return - Investment) / Investment * 100
129
Queue replenishment meetings
Kanban methodology term. Same as sprint planning for Scrum.
130
Little's Law
The average time of customer arrival * average time to complete the order = long-term average of customers in store Ideally want 1:1, equation can be used for User Stories as well.
131
Throughput
average number of user stories completed in a specific time period. The maximum number of WIP items should not exceed your throughput. Not limited to User Stories. Could be X user stories per day, Y features per month, etc.) This is different from velocity because velocity measures story points completed on average per sprint or time period, well throughput is the number of stories (not points)
132
Objective and Key results
OKR. Objectives: a written objective to deliver (i.e. increase active users). Key Results: how we will measure (i.e. increase sign-ups by 20% and reduce customer churn by 30%)
133
velocity
Number of story points completed in each Sprint. User stories should be small so that they are easier to size and reduces risk of spill over into next Sprint.
134
cycle time
the amount of time it takes to complete a specific task from start to finish (i.e. analysis, development, testing, etc.
135
lead time
time from the customer order to the customer deliver (i.e. a feature added to backlog until release). In manufacturing, the time from the customer order to customer delivery
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Defect rate
Can be measured by "First time right" or "first pass yield".
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PV, EV, BAC and AC
PV - at a given point in time, shows the work that should have been completed by that time. EV - what we have actually completed at a given point in time AC (actual cost)- what we have actually spent at that point in time BAC - total PV at the end of the project; this is almost always fixed in an agile project
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intraspectives
a meeting similar to swarming around problem with just the necessary people to problem solve a specific or ongoing issue often mentioned in stand-up.
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Poke Yoke
Error, proofing, or mistake proofing in Japanese. Purpose is to reduce defects, which reduces rework. 
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Muda, Mura and Muri
Muda - "Waste" means activities that do not add value to the customer Mura - "Unevenness" - imbalances in line charts due to constraints. Solve by keeping tasks small and continuously improving Muri - "Overburden" - keep a sustainable pace by matching work to velocity, reducing WIP, and minimizing multitasking. Do not get stuck in cycle of hurry-up-and-wait
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Pre mortem
Helps identify risk. Helps find out what could go wrong before it happens. What could go wrong, what might challenge us, what can we do better for this project. Basically a retro in reverse.
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PESTEL
Risk assessment method, similar to SWOT. Political, Environmental, Social, Technology, Economic, Legal
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Risk adjusted backlog
Prioritizes our risk responses against the value we are delivering. Cards can be created for the risk and prioritized along with other work items (feature work, SPIKE cards, etc.). The highest cost of the risk can be determined using a tornado chart and can help prioritize.
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Nominal group technique
an anonymous brainstorming technique to help avoid others influencing our decisions. The team silently writes down ideas, then they share ideas and categorize if needed, then the team discuss, vote and rank the ideas.
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conflict resolution methods
withdrawl/avoid, smooth/accommodate, compromise/reconcile, force/direct, collaborate/problem solve
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withdraw / avoid
a type of conflict resolution approach. retreating from a conflict situation (actual or potential), postponing the issue to be better prepared or to be resolved by others
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smooth / acommodate
a type of conflict resolution approach. emphasizing areas of agreement or conceding your position to maintain harmony and relationships. This can result in a lose-win situation.
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compromise / reconcile
a type of conflict resolution approach. Searching for solutions that bring satisfaction to all parties in order to resolve the conflict. This approach occasionally results in a lose-lose situation
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force / direct
a type of conflict resolution approach. pushing your viewpoint at the expense of others; usually enforced through a power position to resolve an emergency. Often results to a win-lose situation.
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collaborate / problem solve
a type of conflict resolution approach. incorporating multiple viewpoints and insights from differing perspectives; This requires a cooperative attitude and open dialogue that typically leads to consensus and commitment. This approach can result in a win-win situation.
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Technical Debt
Creating future problems to realize short term gains. As the Team completes more features, the work may slow down and sizing may get larger. This is a good indicator of technical debt caused by complexity of code. Prioritize maintenance, refactoring, and whatever else to simplify code.
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Initiating an agile project (steps)
1. Teach Agile values and principles 2. respond to complexity 3. determine your approach 4. establish feedback loops and their types 5. tailor your approach 6. charter the project and team 7. engage stakeholders 8. create a team space 9. define value and product metrics 10. establish a process to update metrics
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Backlog preparation and refinement (steps)
1. create a high level model 2. analyze customer needs 3. define increments and their goals (align business priorities) 4. add feature requirements 5. Priorize backlog items 6. decompose backlog 7. size backlog items 8. Identity risk 9. communicate the vision often
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Iteration/sprint planning (steps)
1. refine user stories 2. fill the sprint backlog 3. match work wo velocity of throughput 4. use slack for refactoring 5. create a risk adjusted backlog 6. perform sprint planning
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The iteration / sprint (steps)
1. Hold the daily stand-up 2. visualize the work 3. limit WIP 4. collaboration techniques to break silos 5. testing 6. continuous integration 7. find constraints 8. use spikes 9. motivate team members 10. manage conflict 11. coach and mentor to develop capability
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Iteration / sprint review (steps)
1. check that deliverables meet acceptance criteria 2. demonstrate the increments of value 3. share knowledge continuously
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Retrospective (steps)
1. Create an environment for continuous learning 2. Kaizen 3. Hold a retro 4. use self-assessment tools 5. Intraspectives Problem solve and find root causes
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Product measure and review (steps)
1. Evaluate customer satisfaction 2. Measure the delivery of value 3. Adapt to product needs based on feedback
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Fist of five
evaluation tool. can be used in situations like an agile assessment during initiation process. How familiar are you with Agile values and Principles?
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4 common agile values
1. individuals and interactions over processes and tools 2. working software over comprehensive documentation 3. customer collaboration over contract negotiation 4. Responding to chase over following a plan
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12 clarifying principles
12 - see attached
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Stacey complexity model
A method to respond to complexity. Measures requirements uncertainty and Technical uncertainty to determine level of complexity and what project delivery framework will work (agile vs waterfall)
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VUCA
A method to respond to complexity. Volatility, uncertainty, complexity, ambiguity. High degree of volatility - use alternative analysis to discover different ways to meet objective. Use estimating ranges and ensure you have reserves.
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VUCA - Uncertainty
Use VUCA to manage complexity. When something is not known, or known but not certain, use methods: 1. gather info (research, experts, analyze, experiments), 2. Prepare for multiple outcomes 3. set-based design (prototypes) 4. build in resilience - respond positively to changing conditions and recovering quickly
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VUCA - Complexity
A way to respond to complexity. 1. System based - ecouple or disconnect parts to simplify. Use a simulation of different scenarios that might occur. 2. reframing - use diversity to view system from different perspectives. Use wide-band delphi. Balance lagging and leading indicators where possible 3. Process-based - build iteratively or incrementally, engage stakeholders, build in a fail safe (version control)
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Agile feedback loops are...
Real, close, and personal. Demonstrating real products over reports. Talking and problem solving over emails and documents. Transparent, visual, pull communication.
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Cost of quality
Defects become more expensive to fix as they get closer-to or into Production. Preventative costs occur before reaching dev. Appraisal costs occur when defects get to Dev. Internal failure costs occur during testing. External failure costs occur after release.
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Crystal sizing framework
life (L), Essential money (E), Discretionary money (D), Comfort (C).
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Stakeholder map
can categorize and track stakeholders' level of influence and impact of change (how much a feature impacts them) in order to determine level of engagement/communication.
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Stakeholder engagement assessment matrix
Categorize stakeholders so Team knows who to engage with the most. Documents their current and desired engagement states.
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Net Promoter Score
Measure of how likely you would recommend to a friend. NPS = # of Promoters - # of Detractors, where promoters are 9 and 10, and Detractors are 1-6 Above zero is good
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Methods to define value
Net present value Internal rate of return Return on investment Payback period Benefit-Cost Ratio
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Process flow chart
A visual model that defines the flow of a customer as they use the product. This is a visual map of the business.
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Sequence diagram
A visual model of the system, typically represented as more linear than a context diagram, that shows how the system interacts with it's different components, both front and backend.
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Context Diagram
A visual model of the system, typically represented as more free-floating (less linear) than a sequence diagram, that shows how the system interacts with it's different components, both front and backend.
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Double diamond
Used to identify problems and create solutions. A group diverges to brainstorm and discover many ideas about the problem, then converges to define the root cause. Next, the diverge to brainstorm and develop many solutions, then converge to select and deliver a core solution(s).
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Cost of delay
A prioritization method when determining backlog ranking of features. CoD = value (i.e. profit) / duration. The rank should be highest cost of delay to lowest.
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Multi-criteria chart
A prioritization method when determining backlog ranking of features. Similar to Cost of Delay. Ranks many features by different criteria, using a scale of 1-5, then determining average.
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Estimating techniques
Analogous - top down estimating, using a previous similar job/feature to estimate (analogy) Parametric - statistical calculation 3-point estimating = (R+O+P)/3 Bottom-up estimating - most accurate Wideband Delphi / Planning poker Affinity - Groups stories by size/complexity
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Fist of 5
A tool to gauge confidence in an estimate. Fewer than three fingers affords the person the opportunity to discuss objections
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Pre-mortem
Looking ahead to assess risks that could happen for a new project. Can also use brainstorming or future-looking retrospective (what could go wrong, what might challenge us)
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Normal approaches to assessing risk
Create risk breakdown structure
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Things to include in a normal risk assessment
Probability and impacts
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Risk Matrix
A matrix that ranks the likelihood (using numbers) and impact (using colors). Could switch number vs color.
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Risk register
A way to track identified risks. Includes a unique id, risk description, caused by and consequences, owner, probability, Impact, and rating.
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Risk responses (negative risk)
Avoid - team acts to eliminate (so it can be avoided) Escalate Transfer - shifting ownership to a third party Mitigate - take action to reduce probability and impact Accept - acknowledge, but no proactive action is planned
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Risk responses (positive risk)
Exploit - act to ensure opportunity occurs Escalate - Share - shift ownership to 3rd party Enhance - take action to increase probability and impact Accept - acknowledge but take no proactive action
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Planning game
Extreme Programming (XP) practice. A collaborative process, involving both customers and developers, to define project scope and priorities. It's a lightweight, iterative planning method, divided into release planning and iteration planning, to manage and adapt to changing requirements 2 main sessions (continuous): Release Planning: Focuses on the overall project scope, prioritizing features for releases, and setting delivery timelines. Iteration Planning: Focuses on the tasks and activities within a specific iteration (typically 1-2 weeks), often without direct customer involvement.
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Sprint Review
This is a ceremony used in Scrum where the work is shown to customers and stakeholders for feedback and acceptance. XP does NOT use Sprint Review, and I'm not sure other ceremonies are used either...
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Why limit work in progress?
WIP create longer lead times as people switched tasks, which leads to decreased capacity. WIP also creates longer lead times and a 30 fold increase in defects.
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In Kanban, how is the rate of work set for a feature?
Finding the Team's throughput for a given timeframe (i.e. an iteration) and setting that as the WIP limit.
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Slack card
Setting aside time (like a card of 5 points) to enable continuous improvement, such as addressing technical debt, system maintenance, or risk responses.
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Ways to measure results for a Kanban Team
WIP Limits, Lead time for customer features, throughput for a given timeframe
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Foundational principles for Kanban
Start with what you do now initially respect current processes, roles and job titles Agree to pursue evolutionary change Encourage acts of leadership at every level
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Communication channel formula
(N * (N-1))/2, so 10 people = 45 communication channels.
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Process steps for Feature Driven Development
Develop a high level model Develop a Features list Plan by feature Design by feature Build by feature
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Project Manager responsibilities in FDD
In Feature Driven Development, the Project Manager has ultimate say on scope, schedule and staffing levels within the project, enables the team to work (doesn't force them to work), and shields them from distractions by outside forces.
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Domain experts in FDD
In Feature Driven Development, Domain experts are Users, clients, sponsors, business analysts, or anyone with deep knowledge of the business. They must explain in detail the tasks the system must perform. They need good verbal, written and presentation skills.
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In Feature Driven Development, as we Develop By Feature, they must be:
1. Small, and Client Valued, 2. Complete, including UI, Data storage or anything else needed, 3. Expressed as Features typically come from a Senior User or customer - they might come from an executive, but they don't have to.
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Domain Object Modelling
The beginning process of FDD. it uses a technique like a Context Diagram or UML Sequence Diagram to show the current state of the system, and how each object interacts. It breaks the system down to make it easier to see and manage - a form of Decomposition. Including the proposed features would be the "Future State", not the current state.
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Class Ownership
In Feature Driven Development, Class Ownership means that: 1. Each class or group of code is assigned responsibility to a single owner. 2. It ensures there is an expert available to explain how that piece of code works. 3. The code owner can implement an enhancement faster than someone unfamiliar with that piece of code. This is different to XP, which recommends that anyone can make a change to any part of the code at anytime, and is helped by team-members pairing together.
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Inspections
Feature Driven Development recommends inspections because each downstream error can cost between five and 80 hours to fix, compared to one when inspecting the code. They also serve as knowledge transfer and help conformance to coding standards.
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Regular build schedule
In Feature Driven Development, a Regular Build Schedule asks that At regular intervals, we take all of the source code for the features that we’ve completed, and the libraries and components on which it depends, and we build the complete system. This helps highlight errors early, and ensures there is always an up-to-date system that can be demonstrated to the client.
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Configuration management
Refers to version Control - it is a history of changes to classes as Feature Teams enhance them, including all the source code for features that have been completed to date.
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How does Crystal specify the level of quality checks?
Alistair changed how much quality assurance (and other checks) were needed based on the Project Size, and its Criticality. These were measured by Crystal Colour and Crystal Hardness (i.e. Sapphire or Diamond).
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In Crystal, what are the three stages of learning as a team becomes more "agile"
Alistair Cockburn noted the three stages of learning also applied to martial arts (Aikido) or to medieval trades (Apprentice, Journeyman, Master). "Shu" is where we follow an existing process. "Ha" is where we detach from that process, and find more. "Ri" is where we know enough to choose any method depending on the situation, as long as it works.
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Crystal philosophy of work and team dynamic
Alistair Cockburn noted in Crystal that anything goes in the team's way-of-work, as long as: Software gets delivered, there is low admin overhead, and the team is content to work in that way again (or they adjust in the Reflection Workshop).
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Reflection Workshop
Crystal's version of the Scrum Retrospective. The reflection workshop results in their conclusions shown on an information radiator in the team area, such as: “Things we should keep”, “Things to try”, “Ongoing problems”.
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Negative impact of task switching
The team may have meetings, requests to give demos or fix bugs that take them away from their work. It typically takes at least 20 minutes to regain your train of thought after one of these interruptions (many studies believe more).
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Crystal method for writing user stories
Alistair Cockburn recommended the "Use case" method when outlining acceptance criteria, in the form of Actor, Goal and the steps required to get there.
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Crystal's version of pair programing
Side-by-Side programming asks that two programmers sit close together, but at different workstations. This allows them the benefit of close communication, but also their own work. They can easily peer review, help with code, run a test, or anything else quickly.
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The principles of Large Scale Scrum (LeSS) include what?
Customer Centric, Continuous Improvement Towards Perfection, Systems Thinking, Lean Thinking, Queuing Theory, Empirical Process Control, Transparency, and a Whole Product Focus.
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What approach does the Scaled Agile Framework (SAFe) recommend to discover and define new features for your Product Backlog?
SAFe recommends the Double Diamond from Human Centred Design for discovering new product features, first diverging with lots of ideas, and converging on a small amount to proceed with.
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Velocity vs. Feature Lead time (performance)
Velocity is a team measure, to keep a sustainable pace. Beware executives using this as a "beating stick". At the Sponsor level, we want to show delivered feature timeframes, and the best way to do this is with feature Lead time. PMI's ACP Exam Content Outline: "Determine which metrics are appropriate for a given audience." (Delivery, Task 2: Manage Agile Metrics).
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Value Stream Map
A Value Stream Map shows the team process and identifies Value Added and Non-Value Added activities (Waste). PMI's ACP Exam Content Outline: "Use metrics, tools and feedback loops to identify waste." (Delivery, Task 4: Recognize and eliminate waste).
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What is a clear metric that can be communicated to customers to show the value delivered over time?
Lead time measures the increments of value we release to our customer. Things that do not communicate value delivered over time: Velocity is team productivity measure. NPS is a customer satisfaction measure. Agile projects have fixed cost and scehdule, and a vairable scope. PMI's ACP Exam Content Outline: "Measure the delivery of value." (Product, Task 2: Manage Increments).
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Planning terms for Scrum, XP and Kanban
Scrum - Sprint Planning XP - Planning Game Kanban - Queue Replenishment Meeting
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Velocity chart vs throughput chart
Velocity equates to the number of story points finished in a spring, and throughput measures the number of individual stories completed in a Sprint. The stories must be similarly sized for throughput to be meaningful.
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Technical debt vs refactoring
Technical debt is fixing problems that were introduced to the code and will affect application in the future. Refactoring is restructuring the code to improve it's operation without changing it's functionality.
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Collaboration techniques
Pair or side-by-side programming, co-location, peer review, demonstrations, swarming or mobbing, ceremonies
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SPIKE card
Time-boxed research for things such as architecture or system solution ideas, or risk-based ideas to mitigate things that might impact our project in the futre.
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What is Emotional Intelligence?
1. Self awareness 2. Self management 3. Social awareness 4. Social skill
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Problem solving steps (in general)
Define the problem Identify the root cause Generate possible solutions Choose the best solution Verify solution effectiveness
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Tools for problem solving
Human centered design (double diamond) PDCA - Plan, do, check, act DMAIC - Six Sigma - Define, Measure, Analyze, Improve, Control
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Skill and will matrix
A type of coaching methodology where you analyze the person's skill and will, then act accordingly.
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Types of organizational theory
Maslow's Hierarchy of Needs - physiological (food and water), safety, love/belonging, esteem, self actualization Herzberg's Theory of Motivation - Hygiene factors (job security, salary fairness) need to exist to avoid dissatisfaction, but providing won't give motivation. Motivation provided by things like recognition, personal growth, responsibility. Cannot exist until Hygiene factors met MacGregor's Theory X and Y - X is micromanaging b/c people are perceived to dislike working, Y is people are naturally motivated to work Ouchie's Theory Z - increasing employee loyalty to the company by providing a job for life, with a strong focus on the well-being of the employee, both on and off the job. Parkinson's Law - people will fill the time given to complete the work
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Genchi Genbutsu
“Go look, go see” Genchi Genbutsu is the Japanese principle of going to and directly observing a location and its conditions in order to understand and solve any problems faster and more effectively. At the “Gemba”, which is the “actual place” where the work is done. We want real data – not just opinions.
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Root cause analysis techniques
5 Why's Ichikawa (fishbone) diagram PDCA - plan, do, check, act DMAIC - define problem, measure, analyze, improve, control (ensure it embeds) Process mapping (visio with decision nodes) Value stream mapping (looks for non-value added activities)
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Know your EVM formulas
review
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Takt Time
Toyota Production System. The "heart beat" of the process, where value can be created only as fast as the slowest part of the process. Reduce that time and the whole process improves.
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Scrum Master role
Fosters an environment where: 1. A Product Owner can order the work for a complex problem into a Product Backlog. 2. The Scrum team can turn part of this into an increment of value during a Sprint. 3. The team and customers inspect the results, and adjust. 4. Repeat until done.
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Scrum pillars
Transparency, Inspection, Adaptation
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Scrum values
- **Commitment** To our achieving our goal, and supporting each other. - **Focus** on the work of the sprint to make the best possible progress towards our goal. - **Openness** about the work and the challenges. - **Respect** each team member as independent and capable. - **Courage** to do the right thing, and to work on tough problems.
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XP Planning Game - business people decide about what?
Scope - How much of a problem must be solved to be valuable in Production? The business person knows how much is enough. Priority Composition of release - How much, or how little needs to be done before the business is better off with the software than without it? Dates of release
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