Swarming Context

September 29, 2014

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The application of Swarming as a method can be broken down into four main contexts. For each context the process of swarming is different. Allowing for different contexts makes sense, because we really can’t expect the same process to work equally well in every situation. Even the simplest animals are able to exhibit variations in behavior based on the context, so why shouldn’t our processes? We change our behavior to match the circumstances. That is, unless we are using fixed methods like Scrum or Kanban. If you are using fixed methods, the proscription is to treat the process in a fractal fashion, repeating it everywhere. Practically speaking, by having only one process these methods ignore the context.

So what are the four contexts of Swarming? Here they are in no particular order:

  • Emergencies
  • Shifting Gears
  • Innovation
  • Building

Emergencies represent the simplest context for swarming. When a crisis occurs, it’ all hands on deck. Everyone joins the conversation and brings whatever specific expertise they have to the party. The group self-organizes to enable those present to contribute to solving the problem. You see this a lot in production operations environments when a “P1” defect occurs or, heaven forbid, the production system goes down. When this happens, everyone swarms on the problem. Some are gathering information, some are listening and integrating the information, and some are taking action to try and remedy the situation. All of this is happening dynamically in the moment without central organization. All of these activities are critical to the success of the swarm. During a crisis, nobody is going to stop what they are doing for a standup meeting, and they sure as hell aren’t interested in seeing your Kanban board.

Shifting gears refers to when the system is in transition. The corporate ecosystems that we are all a part of are changing faster with every passing day. New products are coming to market and disrupting the old ones. It’s not enough to simply work within the existing system. You can’t keep up that way. These days corporations have to match their structure to the complexity of the environment. That’s hard, and that’s where swarming comes in. Like when honey bees form a swarm, the corporation reaches a critical mass where a new structure is necessary. Up until this point, the hive has been a stable and reliable structure, but with the presence of a new queen everything changes. A cascade of events takes place where the hive moves on. This can also happen with companies. When they reach a certain size, they can spin off subsidiaries, divisions, and even teams. We see this when teams reach critical mass and split into two teams (meiosis). On swarming teams, we use simple rules to enable groups to decide on their own when division should take place (Team size of 7 plus or minus 2). We use the swarming values and principles to help guide who works on each team – always leaning toward letting individuals decide based on where their own passions take them.

In swarming, Innovation is treated as foraging. We are foraging for new information and new ideas. In this context we are actively using our social networks to recruit new people and new ideas to our cause. This can be initiated as part of a special state (shifting gears) or it can be part of the ongoing activities of the team. When ants are foraging, they tend to follow the strongest pheromone trails to a food source. However this rule is not universal. There are ants who wander off the pheromone trail from time to time. These solitary explorers are the ones who have the unique opportunity to wander off the beaten path and potentially find rich new sources of food. So too, we want people on our team not to follow the team too closely. It’s best if they can wander off and explore side avenues and blind alleys. This isn’t something that is dictated, it’s a natural part of teams with rich diversity. People make these decisions on their own and either bring them back to the original team or they form a new team.

Building takes place when we are trying to strengthen our networks. As a team is growing it uses it’s social networks to strengthen bonds both within and without the team. This can be as simple as increasing the number of social “touches” on a team. Social touches are things like: greeting each other, going out to lunch together, supporting each other’s work. There are some people who are stronger at this than others. Some people tend to form many lightweight social contacts (which is very useful). On the other hand, there are those who only have a few deep, strong relationships. A good swarming team is composed of a healthy balance of both types of people.

In summary, swarming is used differently based on the context you are in. Understand the context, and you are prepared to take advantage of the power of swarming.

 


Team Genetics

September 28, 2014

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Today I was listing to “The Splendid Table”, a great cooking show on NPR. They were talking about variation in growing heirloom tomatoes. Somehow, that got me thinking about agile teams (probably time to see the therapist again). It occurred to me that ideas like Agile are memes.

Richard Dawkins defined a meme as “an idea, behavior, or style that spreads from person to person within a culture.” and Agile certainly fits that definition. Agile has spread from obscurity to worldwide acceptance within 20 years. In another 20 years I fully expect that waterfall, plan driven methods will be nothing but a footnote in the history books. Despite some early prognostications to the contrary, Agile has grown at a very healthy rate over the last several years.

“Richard Dawkins invented the term ‘memes’ to stand for items that are reproduced by imitation rather than reproduced genetically.”

While much of the credit belongs to the teams that actually do the hard work of making a new process work, there is also the business that has arisen around evangelizing and introducing Agile to companies that deserves a great deal of the credit. Agile training and consulting has done a remarkable job of spreading the meme throughout the software development world.

I think there are characteristics of Agile training that have made Agile “sticky” as a meme. Much of the Scrum certification is based on plenty of hands-on exercises. Training and certification has yielded a decent business. I’m not sure if anyone has the numbers, but I’d be surprised if it wasn’t a multi-million dollar enterprise worldwide. Strangely enough, much of that spreading has been through imitation. There is no shared agenda for the training, much of it is simply imitated from trainer to trainer.

When trainers and others spread the meme they are like Johnny Appleseed sowing Agile ideas across fertile corporate soil.

Genes change with each generation, and so do ideas. They go through a mixing and blending each time they are shared. Parts of the idea are forgotten, other new ideas are grafted on. Soon the original idea is unrecognizable. I think that’s kind of what has happened with XP. Extreme Programming originally contained a collection of ideas that were very potent. Things like pair programming, continuous integration and others all served as core ideas within XP. Over time, those ideas have been co-opted and found their main expression in Scrum. Today, almost no one trains teams in XP, Scrum is the dominant process that is trained and introduced to teams.

“Memes do this through the processes of variation, mutation, competition, and inheritance, each of which influence a meme’s reproductive success.”

So too does Agile. In recent years methods like Kanban and ideas like No Estimates have arisen and are becoming a meaningful part of the software development landscape. These are evolutions of the Agile meme. Agile is evolving, I wonder where it will go next…


Killing the Buddha

September 10, 2014

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“If you meet the Buddha on the road, kill him!”

This is a popular saying derived from an old Zen koan. When it comes to working with Agile projects I find this saying very appropriate. People who do Agile transformations typically talk about finding the Way (the road) and often speak with almost religious fervor regarding Agile processes.

In fact, Agile is really just one short step away from organized religion. You have daily meetings, attend retrospectives where we examine our patterns of behavior deeply, we worship idols with bizarre names like “Kanban” and “Scrum” and fight (flame) wars over them. We anoint our priests as guardians of that process (yes, I’m talking about you, Scrum Masters), and agonize endlessly over whether we and others are following the right path.

Wow, maybe Agile actually is a religion. That’s pretty scary. I’ve got to go sit down now.

OK, I’m back. What were we talking about? Oh yeah, killing the Buddha. So, given my little digression above, it would be pretty easy to rewrite that old Zen saying like this:

“If you meet an Agile Guru while on your journey (to excellence, improvement, whatever), kill him!”

Now aside from sounding terribly violent, what the heck do I mean by that? It turns out, that having an Agile guru around is pretty limiting when it comes to learning and continuing to grow. Whenever we have a guru like that, what do we do? We defer to his expertise. We wait for him to provide the answer and we stall our own learning journey. Having an Agile guru around can freeze an organization’s development. You end up limited to whatever level the guru is at.

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Many organizations have these characters lurking in their midst. Heck, I was one once. I still have a business card with a title of “Thought Leader” emblazoned on it around somewhere. I’m here to tell you it can happen to anybody. One day you are a perfectly decent, self-respecting developer and then WHAM! you become an Agile Coach, or a Thought Leader, or a Lean Sensei, or any number of other wacky guru code names.

You become, THAT guy.

And trust me, you don’t want to be that guy. You know the one, the Agile guy? The guy who simply must render an Agile judgment every time he opens his mouth. The guy who everyone defers to when it comes to do all things Agile. To paraphrase the old Life cereal commercial “Is it Agile? Hey, let’s get Mikey. He’ll judge anything!”

…oh brother, I think I just dated myself straight back to the stone age.

So what do you do when you have an Agile guru? You get rid of him! What if YOU are the Agile guru? Now that’s awkward. Well, your mission is to eliminate that perception. How do you do that?

  1. Keep your mouth shut
  2. Stop telling people what’s Agile (see #1). Use pantomime or something instead.
  3. Bring in, find, unearth or otherwise manufacture someone who has more expertise than you do. Understand that by doing this, you will run the very real risk of learning something. Sorry.
  4. Rinse and repeat until nobody mentions Agile in your presence. Ever.

So if you find yourself or someone you love has become an Agile guru, take heart! There is a cure! The best thing you can do to avoid stifling (and annoying) everyone in your organization trying to get work done is kill the Buddha.


The Fractal Beauty of Process

May 2, 2011

There is something about a well designed process that I find mesmerizing. It really doesn’t matter if it’s XP, Scrum, Lean, or Kanban the end result is the same: for some brief period I find myself seeing the patterns of the process everywhere I look. For example, a few months ago I finished reading yet another book on Lean (Poppendieck’s latest or something like that). There I was in the kitchen washing the dishes after dinner and wondering…

…why I always did the dishes in such large batches?

…and what would happen to our dish throughput if everyone washed their own dishes? Is that one piece flow?

…and would my family understand the benefits that would accrue from such a change? Would an experiment back this up?

…should I use a kanban board to reflect my weekly dishwashing progress?’

And so it goes. Sometimes it’s like a fever. Process Geekitus. I guess for some folks a process has the allure of helping to explain how the world should work. That’s a pretty seductive proposition when you stop and think about it. What’s wrong with being passionate about your work? Nothing! I can think of some great examples:

  1. Personal Kanban
  2. GTD (Getting things Done)
These are examples of processes that people have incorporated into their day to day lives. They’ve managed to take a process that works for groups and make it work for individuals or vice versa. I’ve seen it done both ways and I find it equally compelling. Patterns within patterns. It’s really rather lovely.

The Heart of Business

April 6, 2010

I stumbled across a great quote from Dan Roam,

“The heart of business is problem solving.”

This is a great phrase. Why did he use the words he did? Take “heart” for example: it could refer to the central nature of problem solving – it is at the core of what we do in business. But when I see the word heart other associations arise for me. To me, heart refers to a sense of passion about something. It speaks to something that I love. Problem solving is a passion that we pursue – something that we love to do.

It reminds me of another great quote from Ken Schwaber,

“Work can and should be an ennobling experience.”

I remember the first time I saw that quote – it blew me away. How can work possibly be ennobling? I’m sure there are many ways, but here’s one for your consideration: work can be ennobling if we are allowed to pursue our passion for problem solving.

I’ll take it even one step further – I pursue my passion for resolving impediments. Isn’t that what you want in project leadership? Take your favorite methodology and rephrase it in those terms and see if it fits:

  1. The heart of scrum is resolving impediments
  2. The heart of kanban is eliminating waste
  3. The heart of XP is solving the customers problem

It really doesn’t matter which project methodology/framework you choose, just follow your heart.


Type 3 Scrum – OK, now I get it (finally!)

December 11, 2007

It took me a while, but I think I’ve finally grokked the difference between type 1, type 2, and type 3 scrum. These different types or gradations of Scrum were suggested by Jeff Sutherland, one of the originators of Scrum. Briefly, the three types can be rather simply described as follows:

Type 1 – Fixed gates: Standard, out of the book Scrum. Plan your sprint, run your sprint, review your sprint – rinse and repeat.

Type 2 – Overlapping gates: Plan your sprint, run your sprint with ongoing planning sessions (for upcoming sprints), start next sprint as first sprint winds down, review last sprint – rinse and repeat

Type 3 – Mini gates: Plan a feature as needed & start sprint (features can start anytime), when sprint is complete – review it.

The way I see it, with type 1 Scrum, you are starting off with the training wheels on the bike. Things are pretty strictly regimented. We want to get the team used to a time box (they need to learn how to scope their work effectively). We want to get the team used to frequent planning and frequent reviews (put the rudiments of a quality driven, inspect and adapt system in place). And finally, get them used to working with smaller batch sizes.

As a team graduates to type 2 Scrum, they have mastered the fundamentals of type 1 Scrum. Now they can begin to improve on the process. Planning becomes much more of an ongoing activity that never stops. We remove the hard start/stop constraint between sprints. We want to establish a comfortable rhythm where the team begins to blur the lines between the current sprint and the next. We keep the sprint planning and review though – we want that culture of continuous improvement to remain. We probably have a trend of the batch sizes for each sprint starting to get smaller.

Finally, As a team gets comfortable with type 2, they have reached a point of really significant maturity. Now is the time when we can look at the team and say, “What if we reduce the batch size to one?” One sprint has one story. We overlap as many sprints as necessary. Basically we are creating a state of continuous flow where there are always multiple sprints in progress. In addition we have driven the batch size down small enough that the inspect and adapt cycle is now almost continuous. Sweet!

Based on my own experience I know that a team would have a very hard time skipping from type 1 to type 3. It’s an evolution. I also think that it is remarkably similar to other systems like Kanban – after a while I guess they all start to look the same in some respects.