Project Status - High Speed Check

1
KeyBank Agile An Interesting Relationship
Scrum Gathering Spring 2009 Tom Seffernick Lalit
Talesara
2
KeyBank Who Are We?

• Financial Services Company
• Recognized by Business Week as 11th best Company
  for Customer Service
• Not a Software Development Organization
• Highly Regulated
• 2 major US Development Centers
• 2 major Off-shore Development Centers
• 75MM Plus in new software development investment

3
KeyBank Prior to Agile - 2004

• Slow Delivery
• Fast Paced Business requirements
• Growing Economy
• Highly matrixed teams
• Metrics Driven with metrics that measured other
  metrics
• Dependant Teams
• Strong Centralized PMO

4
KeyBank and Agile Relationship The Timeline

• Focus on Planning
• Nov 07 Connected lack of planning to project
  miss
• Jan 08 Started Rotating Project Coaches
• Feb 08 Started Coaching Project Teams Through
  Planning
• May 08 Shared Coaching Experiences with
  Management Team exposing impediments Making
  Commitments for Teams, Projects with Multiple
  Owners, lack of release planning.
• June 08 Switched focus from Project to
  Engagement Planning
• Oct 08 The Management Team took back Project
  Planning Coaching
• Perform while transform
• March 09
• Project Lifecycle Framework reintroduced
• Project Management Fundamentals reintroduced
• More to Come

5

• Dr. Phil

6
What might Dr Phil Say about Personal
Relationships?

• The health of any relationship is dependant
• The Values of Relationship Participants
• Dealing with the every day things that push and
  pull against the relationship
• The push and pull come from
• Extended Family
• Environmental Factors
• Addictions
• Self Beliefs

7
What Else?

• What gets you through
• Trust
• Common Values
• Recognizing Different beliefs and compromising
• Seeking to understand
• Perseverance
• People willing to make it work by trying
  different things
• What Prevents you from getting through
• Win / Loose mindset
• Forcing your values on others
• Fear
• Lack of commitment
• Lack of involvement
• Lack of communication

8
KeyBank and Agile have similar pressures as our
personal relationship

• Extended Family
• Banking Operational units
• Technology Operational units
• Struggling Business Units
• Very Profitable Business Units
• Risk and Compliance
• Environmental Factors
• HR
• Finance
• Addictions
• Process
• Specific Technologies
• Vendors
• Strong personal beliefs
• Risk Aversion
• Order Takers

9
So this is easy right?

• Not Really!! Because of
• Its not just about software development
• Its Size
• Its Politics
• Its past history
• Its conflicting objectives
• Its all that stuff you cant control

10
7 Strategies for Successful Relationship

• Deal with past Failures
• Choose a winning Attitude
• Learn to speak your business partners language
  of Love
• Develop the Power of empathetic Listening
• Discover the joy of helping you Business Partner
  succeed
• Maximize your differences
• Implement the power of positive influence

11

• Real Life Relationship Counseling Sessions

12
RBCDD (Engagement Level Relationship)

• Original State of Relationship
• Multi Year / Multi Million Dollar
• Significant pressure on bank to address OCC
  concerns
• Significant Offshore Components
• New Technologies and Skill set
• Unknown Solution and requirements
• Early Failures
• We faked Agile
• Relationship Counseling
• Deal with past Failures
• Choose a winning Attitude
• Learn to speak your business partners language
  of Love
• Develop the Power of empathetic Listening
• Discover the joy of helping you Business Partner
  succeed
• Maximize your differences
• Implement the power of positive influence

13
Key Business Online (Project Level Relationship)

• Original State of Relationship
• Brand new product
• Too many stakeholders with conflicting objectives
• Highly skilled team
• The Software was the Product (It was all about
  Software)
• Relationship Counseling
• Deal with past Failures
• Choose a winning Attitude
• Learn to speak your business partners language
  of Love
• Develop the Power of empathetic Listening
• Discover the joy of helping you Business Partner
  succeed
• Maximize your differences
• Implement the power of positive influence

14
Agile connections (Organization Level)

• Original State of Relationship
• Product Owners did not understand their role
  changed
• It was all about software
• Slow to Start
• Project Managers were drivers instead of business
• Finger pointing between PO and PM
• Roles, Responsibilities and techniques were
  misunderstood
• Relationship Counseling
• Deal with past Failures
• Choose a winning Attitude
• Learn to speak your business partners language
  of Love
• Develop the Power of empathetic Listening
• Discover the joy of helping you Business Partner
  succeed
• Maximize your differences
• Implement the power of positive influence

15
Community Banking Development (Portfolio Level)

• Original State of Relationship
• Frustration with bureaucracy
• Repetitive development needs
• Business and Development were slow to engage
• Unpredictable needs coupled with Annual budgeting
  cycle
• Relationship Counseling
• Deal with past Failures
• Choose a winning Attitude
• Learn to speak your business partners language
  of Love
• Develop the Power of empathetic Listening
• Discover the joy of helping you Business Partner
  succeed
• Maximize your differences
• Implement the power of positive influence

16
OCC Development Practice Audit (External Level)

• Original State of Relationship
• Lacking Trust Seeking To Find a Problem
• Lacking Understanding
• Feeling of Helplessness
• Relationship Counseling
• Deal with past Failures
• Choose a winning Attitude
• Learn to speak your business partners language
  of Love
• Develop the Power of empathetic Listening
• Discover the joy of helping you Business Partner
  succeed
• Maximize your differences
• Implement the power of positive influence

17
Current Financial Crises (Industry Level)

• Original State of Relationship
• Risk aversion high Scrum Agile seen as risky
  practices
• Software is taking a back seat
• Unsettled Organization
• Perform while Transform
• Agile Blamed for Project Misses
• Reduction in budget
• Relationship Counseling
• Deal with past Failures
• Choose a winning Attitude
• Learn to speak your business partners language
  of Love
• Develop the Power of empathetic Listening
• Discover the joy of helping you Business Partner
  succeed
• Maximize your differences
• Implement the power of positive influence