Office Developer Conference - ODC 2008

Some notes from the Microsoft Office Developer Conference (ODC 2008) in San Jose -

I was most impressed with InfoPath 2007. It allows for simple creation of forms for data entry or lookup without code, while allowing access to workflow and .net object model for coding if required. I also read how designers and developers are using it for prototyping user experience (UX) on new sites, applications and features. This sounds good, given that you can build a page in a couple minutes that accesses and displays real data.

InfoPath and SharePoint, and any custom programming, can use Windows Workflow to automate emails, task or list creation, and follow-up actions. The assignee of an IT Ticket can have a task created and assigned to them, as well as sent follow-up emails including escalation until the ticket is completed. Also, you can publish InfoPath forms to SharePoint to be accessed as webpages. No need for InfoPath on every desktop.

Visual Studio 2008 is geared to leverage SharePoint for .Net developers, both with access to workflow, workflow templates, tools to simplify building and deploying new features. SharePoint Service Pack 1.1 just came out, and it’s loaded – almost a Service Pack 2.0 release.

A new XML standard allows sharing data across the Office applications, and allows customization of the ribbon in those apps. Microsoft recommends keeping office workers in the applications they are familiar with, rather than go to other, separate apps to do parts of their job. Examples include the AdSage add-in, and the Xobni Outlook plug-in (http://www.xobni.com/learnmore/). Lot's of talk of the user experience as "contextual" or "immersed". For example, if most the the information a user (typically an information worker) is doing is in, they shouldn't have to leave Outlook to use another application to get related information or do a related task, such check the status of a task specified in an email or send a fax of a document attached to an email.

SharePoint has been used to build applications for a New Hire Process, a Project Management app for cross-functional (matrix) organization, a network sppt and monitoring solution, and Sales Generator. These rough apps were each built overnight by teams of three .Net developers trained for only one day in SharePoint.

CRM Live, at $60 per user, might be a good option for sales force automation (SFA) needs of most small to medium sized businesses. See http://crm.dynamics.com/ for more information.

Gartner recently announced MS BI Platform is now in the "magic quadrant" of being an industry leader. It is matching up well against big players like IBM/Cognos and Oracle. Microsoft's strong recommendation is to use Excel and Excel Services as the end-users BI tool. Report Services can be difficult to implement due to multiple security layers. For the first BI project, put all software and data on one machine and go for the smallest data domain possible.

Speakers recommended a number of tools, templates and helper applications on CodePlex. CodePlex was likened to SourceForge for Microsoft apps. See http://www.codeplex.com/Project/ProjectDirectory.aspx?ProjectSearchText=moss for an example of user contributions for WSS and MOSS SharePoint development. Most teams should first review what's out there before building any new applications.

What companies can do with these new tools and functionality depends on their company's priorities. Key performance indicators (KPIs) and actions items could be:
1. Increase revenue - Leverage the AdSage\AdCenter Excel Plugin for keyword and campaign analysis. See http://advertising.microsoft.com/advertising/addin-demos .
2. Control spend - Automate and simplify expense reports
3. Gain customers - Flow customer feedback to site and Customer Service into key performance indicators and analytics
4. Retain existing customers - Automate reports on customer email, comments or other Customer Service data capture of feedback
5. Increase productivity for Sales, Operations, SEO, Editorial, Customer Service and IT
6. Streamline 3rd party interaction and interfaces
7. Automate and simplify business reporting with scorecards and key performance indicators
8. Allow drill-down and trend analysis of business data

The 2007/2008 toolset allows a greater ability to deliver on all of these items.

Resources from Code Camp Presentations

Below are links from my presentations this winter at Code Camp.

The outline for the presentation Improve Your Management and Leadership is located here.

The books referenced in the presentation are:

• Marcus Buckingham's First, Break All the Rules,
• Now, Discover Your Strengths, and
• The One Thing You Need to Know.
• Jim Collin's Good to Great,
• Ken Blanchard's One Minute Manager and
• Andy Standley's Making Vision Stick.

I also referenced Patrick Lencioni's Five Dysfunctions of a Team.

All of these authors have spoken at The Leadership Summit and their presentations may be available through that store.

I also briefly mentioned a book on metrics. My blog post on that is here, and the book is Five Core Metrics: The Intelligence Behind Successful Software Management.

The outline for Sunday's presentation Combine Agile with Your Strengths is located here and the slideshow is shared over the web on SlideShare here. The books mentioned include First Break All the Rules and Now Discover Your Strengths, linked above, as well as StrengthsFinder 2.0 and Go, Put Your Strengths To Work (on Google Books, so you can read parts of it).

I previously wrote a fairly thorough summary (certainly not an elevator speech) of the business value of using a strengths-based approach here.

Don't Know What You Got ('Til It's Gone)

I've recently had the opportunity to see what's lost when a team goes from Scrum to...something hard to define - general milestones and high level requests to get things done. I'll list the pain points.

What's Lost:

1. Visibility. The primary stakeholder doesn't really know where the project is. That's why he's having to ask several people throughout the day what their status is. But what good is asking them how it's going? It's very difficult to be objective, and their attempts are relative. "It's going well." Compared to...where you were yesterday? The non-existent schedule? The estimates before all the late changes came in, or after? Missing the deadline by a mile, and now thankfully looks only by weeks? Scrum records status and progress daily and more importantly the use of burn down charts track the trend!
2. Clarity. Are the people asked normally optimistic or pessimistic? Good estimators or bad? Ones who include code dept, deployment time, or just unit test and throw it over the wall? Our Scrum estimates were hammered out by group conscience (via planning poker) and we defined and standardized "done" via a "done is" checklist.
3. Teamwork. The team is now divided and fighting against themselves due to individual developers getting pulled by different business owners for different projects. Developers either don't help each other, or if they do, are chided for not exclusively working on some other "priority" project. The real problem isn't the developers. Scrum provides a framework to help the business in defining THE priorities in sequence, as well as defining who the one product owner is whom can dictate where the resources (developer hours) should go.
4. Motivation. All these issues combine to undermine motivation (a classic mistake, per Steve McConnell). Working towards a difficult deadline, without milestone deliveries to celebrate and foster hope, without real teamwork and interdependency, and without laser-like focus on the goal, motivation dries up. And then work becomes a grind, negatively breeds and a downward spiral of self-fulfilling prediction of an unreachable goal takes root and grows. Left alone, the business reaps nothing but failure for their investment, and the hours and days and weeks of people's lives are wasted on a harvest of the bitter fruit of failure.

What Is SharePoint?

Microsoft provides a set of functionality called Windows SharePoint Services, now on version 3.0, within Windows Server 2003 that is free to use. This free group of services provides document collaboration, information-sharing, list creation, Web page creation and related services. It is very useful for workgroups, departments and other small groups of users to work together on a set of documents, share information and otherwise collaborate.

Microsoft Office SharePoint Server 2007 is the new version of SharePoint Portal Server (combinging Microsoft Content Management Server) and provides additional functionality for business intelligence, business process integration, enterprise search, enterprise content management, and personalization.

The most common uses of SharePoint that I've seen are:

1. Creating team sites where only certain project team or department members can login, see, edit and add information and documents
2. Creating lists of information that can be easily customized by adding new columns, value lists and multiple filters
3. Setting alerts on information or document areas so that all team site users receive an email notice of information added or notified.
4. Using issue lists that email the assignee of the issue of any change with a before and after summary of the change, as well as keeping a history of comments on the issue.
5. Using document libraries (lists) that allow version histories of the documents, including checking in and out, creation of folders for organizing groups of files, and an Explorer-type view that supports drag-and-drop.

The types of business uses I've seen include:

1. Tracking employee hours, including using a lookup of tasks to choose from so that information is always correct.
2. Data entry of metric data that drives other graphical reports
3. Letting teams have their own designated and central area for their documents and other information
4. Creating a business process of several required steps
5. Using the discussion functional to capture a conversation thread of multiple users on a document posted to the team site.
6. Using a modified issue list to categorize, prioritize, track, assign and drive issues on a project, as well as quickly export the list to Excel and send to additional outside users.

There are Microsoft partners that run SharePoint Services as a hosted service, lowering the barriers of complexity and effort for small and medium business to try out the functionality and see if there a good return for the money.

Agile Project Estimation w Scrum Planning Poker

I learned this week that planning poker is a big return for the small investment. I could not find planning poker cards in stock anywhere in the world, until Mike Cohn just made them available again (http://www.mountaingoatsoftware.com/products/cards).

Besides all the great benefits outlined in Mike's great book on Agile Planning and Estimation, I found that the team interaction was good. There were great alternative views and just an overall good feeling of everybody's opinion counting.

The Leadership Summit - Session 1 - A Vision to Die For

The Leadership Summit
Notes from Session 1 - A Vision to Die For, Bill Hybels

Vision must be owned. Ownership is the most powerful weapon in casting and maintaining vision for your organization. It's the painting of the picture that brings passion out of people. It ties into purpose – a sense of destiny beyond to 9 to 5.

Hybels referenced the book of John – Being an owner vs. just a hired hand.

"I am the Good Shepherd. The Good Shepherd puts the sheep before himself, sacrifices himself if necessary. A hired man is not a real shepherd. The sheep mean nothing to him. He sees a wolf come and runs for it, leaving the sheep to be ravaged and scattered by the wolf. He's only in it for the money. The sheep don't matter to him." - John 10:11-13

Hybels challenged us to ask ourselves, "At my current workplace, am I the owner of the vision, or the hired hand?" Do I pray for it, protect it, volunteer for it. Owners of the vision will sacrifice deeply. They will be high capacity workers.

Hybels then referenced a group that was an owner of a vision. On March 7, 1965, a group of civil rights marches left Selma, Alabama for Birmingham. They made it as far as the Edmund Pettis Bridge. There they faced state troopers and county sheriffs armed with billy clubs tear gas and bullwhips. The lawmen attacked the peaceful protesters and drove them back to Selma. This event became known as Bloody Sunday. Owners of a vision will be willing to die for the cause.

Out vision is so important. It should be bold, faithful, honorable, and clear. But vision needs to be owned by the people in our organization.

How do we do this? For some Type-A leaders who live on blazing a trail and calling back to everyone to follow their lead, it's a four letter word: P-R-O-C-E-S-S. Without process, we defeat every one left out (which is everyone but the leader).

There are three steps in the process for vision ownership:
1. Vision Formation
There is the top-down approach (bad), or the team approach (good). The top down approach is so often taken because it is quick, but doesn't take, doesn't hold.

The recommendation on the team approach was to have an offsite, with the focus being the question "What should our organization look like in five years?" It may feel slow or inefficient, and to some quick-acting leaders like "swimming in peanut butter." But this builds community, value and more likelihood of ownership. The team members may not always have their way, but they at least need to know their ideas have been considered.

2. Vision Refinement
Make a first draft of the vision. This crystallizes it, even in draft form. Take this draft to the groups at the next level out, trying to get different types of groups, feedback. Ask what's clear, what's confusing, what excites you, what scares you. The goal is to come away with a crystal clear, compelling vision.

3. Vision Declaration

Introduce the vision in front of leaders first, asking if it is clear and compelling. The declaration is not a solo effort, but a team activity.

Great leaders know that more time in the vision casting process increases ownership. Vision leaks, but don't berate the workers for this. Use any tactics to keep refilling the vision. And remember to celebrate progress.

Meeting Rules for Daily Stand-Up / Daily Scrum

For the team:

1. Arrive on time or early.
   
2. Be ready to say what you did yesterday and what you plan to do today.
   
3. Keep your report specific, precise and short in order to help the meeting end within 15 minutes.
   
4. Listen to other team member's status in case it might relate to your tasks or impact you.
   
5. Don't interrupt people when they are talking.
   
6. Don't agree to decisions or action you don't understand. Ask questions and insist on answers when you need clarification.
   
7. Note the tasks or action items you volunteer for.
   
8. If you raise an issue or question that can't be resolved in a minute, ask to discuss with the parties involved after the meeting.
   
9. For those calling in, be sure to start your report with "This is [your name]."
   

   
    

   For ScrumMasters:
   

10. Be sure to have (or have access to) your relevant information (the sprint or product backlogs, the software being developed, or the project, requirements or design documents and code)
    
11. Be sure to have (or have access to) the phone numbers of any team members who you are conferencing in.
    
12. Be sure to have scheduled the recurring meeting and invited all appropriate people
    
13. Be sure that the invitation includes the relevant information, such as meeting location, project site URL, and conference number.
    
14. Be sure the invitation subject line is specific (for those involved in multiple projects).
    
15. It is your job to keep the meeting focused and starting and ending on-time.
    
16. It is your job to know why and how scrum works. Look for teachable moments in the daily scrum.

Why Scrum Works

Just finished the book Project Management with Scrum, and it is excellent.

Here a great overview quote from the forward:

"Gary Convis notes that Toyota's sustainable success comes from an 'inter-locking set of three underlying elements: the philosophical underpinnings, the managerial culture an the technical tools. The philosophical underpinnings include a joint [worker] , customer first focus, an emphasis on people first, a commitment to continuous improvement...The managerial culture...is rooted in several factors, including developing and sustaining a sense of trust, a commitment to involving those affected by first, teamwork, equal and fair treatment for all, an finally, fact-based decision making and long-term thinking.'


Scrum works for all the same reasons. Its philosophical underpinnings focus on empowering the development team and satisfying customers. Its managerial culture is rooted in helping others achieve their goals. Its technical tools are focused on making fact-based decisions through a learning process. When all of the factors are in place, it's hard for Scrum not to succeed. - Mary Poppendieck"


From Agile Project Management with Scrum (Microsoft Professional).

Summary of Marcus Buckingham's Strengths Movement and its Value to Business

A few months back, I wrote a summary of the strengths movement – personal strengths, or employee strengths if you're a manager, according to the work done by Gallup and Marcus Buckingham (previously misspelled Markus Buckingham on my blog).

I've since found myself forwarding this email numerous times to others to give them a quick overview or primer with a focus on the value to the company. This post is the same content and formatting for easier reference.

Overview- Why and How

"Our people are our greatest asset." Correction - your people's talents are your greatest asset, or more precisely "Aligning our people's talents to their tasks so that they play to their strengths the majority of each day is our greatest asset."

The premise of strengths-based teams is that the most effective method for motivating people is to build on their strengths rather than correcting their weaknesses. People don't change that much, and the effort to remediate their weaknesses is much effort for minimal return. Researchers at the Gallup Organization have analyzed results of interviews of over 1.7 million employees from 101 companies and representing 63 countries. Less than 20 percent of employees stated that they were using their strengths every day. And there is no relation to type of work, skilled or unskilled, industry or even within company. In fact, more disparity existed within companies than outside, showing that there is no such thing as "great companies," only great teams within those companies.

One must purchase a book (noted later in this post) in order to get access to the test which reveals their strengths. Once they learn their profile, a manager can begin a process of how to capitalize upon each person's unique traits, aligning them with the goals of their team and the company, resulting in better performance and employee satisfaction.

Summary of Strengths Books by Buckingham and Gallup

For background, here's a summary of the related books. In "First, Break All the Rules," strengths are mentioned as one of the levers that great managers can use to get the most out of their employees. In fact, it trumps all the other tools a manager can use. Then, in "Now, Discover Your Strengths," aimed at management and business, the authors focused on solely on strengths (because it is the greatest single lever to increase team performance), listed all 34 strength types, and gave cases studies and examples. The book includes a code to take the strengths profile test. The new "StrengthFinder 2.0" book is geared more for the individual, and contains a slightly newer version of the test with a bit more guidance on the next steps of how to apply your strengths. Finally, in the new "Go Put Your Strengths to Work," Buckingham explains (and gives great, practical tools) on how to take personal responsibility in turning knowledge into action, because just knowing your strengths alone doesn't change a person into someone who leverages their strengths the majority of the day.

Supporting Facts

Here's an edited down snippet from a Gallup white paper on the results of their strengths study:

Definitions of performance vary, but typically include indices such as productivity (revenue in business), profitability, employee retention, customer loyalty, and safety. Substantial predictive validities have been established between structured interview measures of manager "talents" and future manager performance (Schmidt & Rader, 1999). In a recent study of more than 2,000 managers in the Gallup database, Gallup researchers studied the responses of managers to open- ended questions related to management of individual talents versus weaknesses. In comparison to poor-performing managers, top-performing managers (based on composite performance) were more likely to indicate that they spend time with high producers, match talents to tasks, and emphasize individual strengths versus seniority in making personnel decisions. Success was 86 percent greater for managers with a "strengths versus non- strengths " approach (Gallup Organization, 2002). Managers with a strengths-based approach nearly double their likelihood of success.

The ROI of Employee Engagement

The employees who say they "have the opportunity to do what they do best every day" have substantially higher performance. In a study of 308,798 employees in 51 companies, teams scoring above the median on this statement have 44 percent higher probability of success on customer loyalty and employee retention, and 38 percent higher probability of success on productivity measures (Harter & Schmidt, 2002). "Success" is defined as exceeding the median performance within one's own company, across work units. Managers who create environments in which employees have a chance to use their talents have more productive work units with less employee turnover.

The ROI of Strengths Development

Gallup researchers has performed studies of talent identification, feedback, and strengths development activities with a "study group" and a "control group" who were administered the "StrengthsFinder" assessment and given feedback, both individually and in group sessions, with follow-up. Post-intervention measurements of employee engagement in productivity were conducted six months later. Results indicated that the study group productivity grew by 50 percent more than the control group did.

Taken from http://media.gallup.com/DOCUMENTS/whitePaper--InvestingInStrengths.pdf

Other links:

Gallup's StrengthFinder Center: http://gmj.gallup.com/book_center/strengthsfinder/default.aspx

Marcus Buckingham's site: http://www.marcusbuckingham.com/

Do We Need to Manage People?

Going through Good to Great again, and was struck by Jim Collin's statement that the best companies hire self-disciplined people who don't need to be managed, and the leadership manages the system, not the people.

One of Scrum's principles is that the teams are self-managing. But I can see now that that principle depends on having the right people on the team – disciplined people. Just because I'm running scrum doesn't mean that someone on the team who wasn't previously self-managing or disciplined suddenly becomes disciplined. The opportunity is there for them, and hopefully peers around them to model after, but the brutal facts might be that there are team members who will never become self-managing, self-disciplined. Perhaps the team manages these people off their team, but if the team and process doesn't gel immediately (average of several sprints before typically gelled and consistent), then it is likely the ScrumMaster may be the first to deal with whether a person is right for the team.

David Maister on Passion, People and Principles

David Maister is so straight on with his post on Passion, People and Principles (posted here).

Over and again on projects and teams and in companies, I see these truths and consequences lived out. Throw in embracing a paradigm of servant leadership and an understanding of strengths, management and leadership, and I believe every person who wants to be successful, can be. But from what I've seen, many people aren't willing to give up what they want, even for better long term, or if it hurts the company, themselves or others. Like the monkey who can't get his hand out of the jar because he won't let go of the banana inside, these people get what they want but trap themselves in the end.

Agile, Operations and Strategy

From a management point of view, you want to know that you are getting the top return on investment for all of your IT efforts. Scrum makes this clear, visible and in the control of the product owner, who is often funding the effort.

But what about all of the other time and effort by IT personnel whom are not on agile projects, those who are most often "putting out fires" or working on short-notice market-driven system changes? Without a lightweight method to track these efforts, funding could be misspent and neither CIO's nor CEO's would know. Worse than money wasted on effort not making a difference, it is money that could have been spent on something that would have improved the company and\or IT.

This IT request tracking should give visibility to requests, timeframes, the requestor, estimated effort and status. It should be visible to all IT and company management and proactively alert key stakeholders, and also provide summary reports of effort so that management can regularly easily see a high-level view of all effort and knows how money is being spent.

Notes from Sprint Planning Observation

Watched a veteran ScrumMaster do sprint planning for a team's 16^th sprint. Below are some practical notes.

1. This team of 10+ found that 2 week sprints worked best.
   
2. A 'Done Is' list (unit tested, checked in, code debt noted, integrated into staging environment, smoke tested, etc) was handed out at the beginning of the meeting. Later, when estimates were given, the ScrumMaster would ask "Does that estimate include everything from the Done List?
   
3. They have a theme for each sprint. For this sprint it was roughly "Major focus is on user experience and usability issues."
   
4. Ramp-up time for new team members or members taking on new roles was noted, but not explicitly assigned hours. Instead, the weight of ramp was factored in to any given related task.
   
5. The sprint tool was Excel, and the estimated line items were grouped (using Excel's grouping functionality) by Feature or Activity.
   
6. Each feature had a team member assigned as Lead (noted in Lead column) who was responsible for 'cracking the whip' if need be.
   
7. Each task still had a specific assignee.
   
8. Meetings had line items for each person that was scheduled to be in the meeting with planned meeting length assigned.

Applying Your Strengths Where You Are

After attending Yelo, I had a chance to ask a question of Erwin McManus that has been on my mind for a while. I know my strengths, but what is the next step in moving toward working in my strengths more of each day as well as developing those strengths putting them to work right where I am? When we are not working in our strengths, work is harder, draining and we are less successful.

It was explained by both Erwin and, later on, another strengths coach that applying our strengths where we are is a matter of viewing the same tasks from a the perspective of our strengths.

At times I am overwhelmed with the details of numerous project management tasks. I am not by nature a detailed person or driver (Achiever, Command). But rather than look for other roles to apply my strengths of Strategic, Maximizer, Input, Relator or Connectedness (see below for definitions), I can view these same tasks through the lens of my strengths.

What I've done this week is:

1. Step outside myself and view my role and situation as an objective Maximizer. My immediate response is "We've got to clean these projects up: close the open items, push through the obstacles, provide clarity and direction for all those involved." What was stressful and exhausting when sitting in the office chair now becomes energizing and empowering while sitting in the Director's chair, even though the only actor on the set is myself.
2. Also, previously I viewed most of my team and task efforts as moving things forward for the sake of 'closing' them, but 'closed' didn't always mean that a task's destination was the best. Often it was good enough, or a customer-requested compromise of functionality and cost. Now from the Maximizer perspective, I can see that these task and project destinations truly are the best that I could do from the customer and my PMO's point of view (which should be my point of view as well) - that's what they're asking for. Now I'm driven to move these customer and organization requests from good to great.
3. Seeing my tasks and daily to-do's from the viewpoint of Strategic. When I did this, I felt a sudden, strong drive to get control of my day-to-day worklife because I was sure there were opportunities, inefficiencies, and broken processes all around but I couldn't see them because of the overgrown brush and weeds of business, overload and living in reaction mode. I could smell opportunity like Yukon Cornelius could smell gold, and I desperately wanted to clear out this overgrowth in order to get to the real treasure - strategic opportunity.
4. Considering, as someone who has the Input strength, all the valuable information that I'm not collecting because I'm too hurried. I was more motivated to get my projects and tasks under control so that I can not only collect data and information for the sake of proving useful at some later date, but also the opportunity that this information might provide in making more connections with people, projects, and initiatives.

These were the strongest results I had from trying to apply my strengths right where I was in my current role and responsibilities.


Definition of Strengths Referenced

• Strategic
  People strong in the Strategic theme create alternative ways to proceed. Faced with any given scenario, they can quickly spot the relevant patterns and issues.
• Maximizer
  People strong in the Maximizer theme focus on strengths as a way to stimulate personal and group excellence. They seek to transform something strong into something superb.
• Input
  People strong in the Input theme have a craving to know more. Often they like to collect and archive all kinds of information.
• Connectedness
  People strong in the Connectedness theme have faith in the links between all things. They believe there are few coincidences and that almost every event has a reason.
• Relator
  People who are strong in the Relator theme enjoy close relationships with others. They find deep satisfaction in working hard with friends to achieve a goal.

Reasons Vision Doesn't Stick - Success

I was listening again to Andy Stanley's presentation from The Leadership Summit 2003, and was struck by this statement:

Vision doesn't stick when you're successful because when you are successful, you have options and if you have too many options you get unfocussed...You wake up one day in a large organization and the largeness has made it complex, and complex organizations are stupid organizations. The smartest [my organization] has ever been - unbelievably efficient - was when there was just six of us.

But as you are successful, you become complex, and complexity is the enemy of efficiency and complexity is the enemy of vision. It could be that you're in a successful organization, but the vision hasn't stuck. Everybody's busy, but you've lost the connection.

Resources from Code Camp Presentation

Below are the resources related to accelerating your career by focusing on strengths.

Both Gallup's work and the MBS strengths are mentioned elsewhere in this blog.

Sweet Spots
If you don't find meaning in your work--or you're one of the 80 percent who don't believe their talents are used, what can you do? Finding your "sweet spot" is part of the Cure for the Common Life.

MBS Strengths (colors):
www.Strengths.com
My MBS profile
How to Work with Scott
MBS Profile Comparison

Gallup's Strengths:
www.strengthsfinder.com
http://www.marcusbuckingham.com
http://technorati.com/tag/strengthsfinder
My Signature Themes
My Strengths Guide

Private Victory:
Be Proactive, Begin with the End in Mind, and Firt Things First are the first three of the Seven Habits of Highly Effective People.
FranklinCovey's training and resources website

ScrumMaster Training

Just completed ScrumMaster training through Danube, with Tobias Mayer. First off, Tobias is incredibly gifted in bringing understanding of business drivers, software challenges, and the spectrum of people's strengths and idiosyncracies all into a blend of guidance and assurance of how to really make this work.

My biggest take-away is that Scrum is simple, but it's not easy. And it's better to jump into rough water and try it than to wait for an ideal time and circumstance. From what I could tell from those who had been praacticing it, Scrum takes some courage (absense of self for the sake of the cause) to lead through it.

It is easier to do command-and-control waterfall projects, knowing they're more likely to fail, because the structure makes blaming others for project failure to easy (and often incorrectly) because of visibility on silo'd efforts. When effort in that specific task fails, the owner is more likely blamed because it appeared that required requisite steps were 'completed' and done so correctly (or else the project wouldn't have moved on).

In a scrum, all requirements, programming, project management and QA efforts are occurring simultaneously and you know the outcome in 30 days or less. So, who would you blame in the event of a failure? The whole team was involved. So one would have to look deeper into the causes, and that is always the right thing to do. Also, how severe would the consequences be on, at worst, losing a month's worth of work on a Scrum sprint versus three, six or more months on a waterfall project?

As far as learning Scrum, here are two additional links: The Agile Toolkit podcasts and a list on Amazon called The Scrum Master's Bookshelf.

Time Tracking for Team Member Accountability

As much as I feel strongly about employee motivation and appreciation, I see the accountability and extra effort that comes from employees who have to account for every hour of the day via timesheets (I should add how important that these timesheets are actually reviewed).

I have seen exponentially more effectiveness when an employee realizes that they have to not only account for where their time goes each day, but that there is accountability for how much time is taken for each task and some responsibility for whether that task was the appropriate priority. If there is no consequence for not working, not working hard, or not working on the right things, then what is the motivation to work diligently on the right things? Generally there is no more consequence than “you should have asked me: for more work/if that was the priority/how long I expected that task to take.” If so, every day spent doing what the employee would rather do is its own reward.

I’m seeing now that new employees generally work quite hard in the first week or two, not because the want to impress, but more often they are concerned about consequences for not working hard at the right things. Once they are sure there are none, they quickly adjust to the acceptable (palatable) pace of those around them.

Think of the additional gains of a time tracking system: real time actual costs of projects, estimates-to-actuals by project, team size, team members, real bell curves of resource usage in order to intelligently schedule overlapping projects.

Project Areas and Team Member Proximity

I’ve seen significant increase in information sharing on project teams due simply to having daily scrums (agile status meetings). I’ve wondered how much more would communication (and therefore team performance) improve if I had the team members moved to cubes in the same area. The evidence from Tom Peters, below, is significant. Note how close teammates need to sit for optimal interaction.

“…if you and I are separated by 5 yards or less, the odds of us communicating at least once a week are nearly 100%. At 10 yards of separation, the odds plummet to about 9%; and said odds are almost constant at 3% if we're 30 to 100 yards apart.”

Quote referenced from Tom Peters’ weblog here.

Proactive with Dependencies

I use the Getting Things Done Outlook Add-In from NetCentrics (http://gtdsupport.netcentrics.com/learn/ ) for time management and I depend on it for project management because it allows me to set email reminders for follow-up email interactions with other team members I require a response from, especially the sometimes goal-disconnected client team members because they are not in our office.

A tool I would like to have in order to be proactive about dependencies is a network resource monitor. In consulting, too often we have tasks that we get tripped up because someone changed something on us without notifying us. When it comes time to perform the task, we find that we have lost privileges to the client’s VPN, or SQL Admin rights to a database or local machine admin privileges on a test server. The delay in getting these resolved can impact deadlines.

If I could set up a monitor app to check these resources, using accounts the client has given us, I could know immediately when access has changed. I could then quickly put in a request to resolve it, and have the problem worked in parallel and fixed before it impacts project deadlines down the line.

If anyone knows of an application that can do this, please let me know.