Don’t Over Plan! Let the Plan Evolve for an Agile Approach

Author(s)

Faculty Member, BPMInstitute.org, Agile SME
Joanne Carswell is a Faculty Member of BPMInstitute.org and an IT Leader currently serving in the Enterprise Data Services area. She has over 15 years experience supporting a wide range of projects including waterfall and agile methodologies. She has led a wide range of successful high performing teams including Business Analysts, Data Analysts, Developers, Data Scientists, and Architects. Joanne has a BS in Computer Science and a Master's in Software Engineering and holds several industry certifications including Certified Business Analysis Professional, Certified Scrum Product Owner, Six Sigma Green Belt, A+ Troubleshooting in Hardware & Software, Certified Internet Webmaster, and i-Net+. In 2015, she completed 9 classes for Data Scientists taking courses in R-Programming, Statistical Inference, Regression Modeling, and Practical Machine Learning. Joanne is a recognized speaker and trainer who has presented at the IIBA BBC Conference in November of 2012 and at 2013 Project World & World Congress for Business Analysts event in September 2013 ("Building a Successful Requirements Re-use Program"), at the 2013 IIBA BBC Conference ("Fire and Ice: Blending Agile and Waterfall from a BA Perspective"), and at BA World in Atlanta 2014 ("Utilizing Six Sigma Methodology to Strengthen Your Requirements Analysis Skills"). In addition she has spoken at Manheim Automotive, UPS Supply Chain Solutions, SunTrust Bank, and at local Greater Atlanta IIBA Chapter meetings. During 2016 she conducted the CBAP study classes for the local IIBA Greater Atlanta Chapter. Specialties: Agile Methodology, Agile Transformation, BI Agile Implementation, Six Sigma Analysis, Reporting, Requirements Elicitation and Analysis, Requirements Re-use, Traceability, Solution Assessment and Validation

We all know how to plan.  From waterfall, we know how to over plan.  But how much planning is necessary if you are using an agile approach?  Here’s an idea…try starting the first piece of a project before you have the full plan.  Radical thought?  Did your heart skip a beat?  Here’s why this experiment might change your attitude about planning.

  1. Skipping a formal plan will speed up your scrum team.  Organizations that proceed without a full project plan will deliver value quicker to the business.  Let your teams engage on the project and start to learn.  Jump boldly in the water!
  2. The product will begin to evolve quicker without a formal plan.  Typically, any plans need to be reworked after teams engage because of what they learn as they develop.  Determine a first step that delivers the most value.  Execute against that piece.  Determine the next most important piece and execute.  Other pieces will begin to fall into place, and your plan will evolve.  Change is inevitable!
  3. When you allow your team to engage quicker, you will have higher customer satisfaction and faster ROI.  Even if there is some rework, erring on the side of action is preferable.  Focus on the business value in choosing which pieces to start.  Delight your customers and stakeholders!
  4. When developers are involved in the planning, they take ownership of the product.  Having architects or leaders do planning before the scrum team causes your developers to miss out on that ownership.  In waterfall, we told developers exactly what to do, and they did it.  Giving your team a plan in agile may cause the developers to fall into this same pattern.  In agile, they should own the work and make suggestions to deliver more value.  Do not allow plans to stifle creativity.  Let the team own the solution!
  5. Team morale improves when the team is part of the solution.  Since the team is working with the stakeholders and the product daily, they are a valuable source for information.  Include them in determining which pieces to start with and how much of a plan is necessary. Then watch their enthusiasm as they engage on the project.  Go Team!

Some projects may have more of a need for prior planning (for instance, projects in heavily regulated areas or with high risk that needs mitigating).  But for many projects you will reap more benefits from beginning without a plan and letting your plan evolve more naturally.  Some rework will be necessary as your team solidifies the solution.  Why are we terrified of “rework”?  That mindset is a holdover from waterfall!  Rework is an acceptable by-product for an agile methodology and is encouraged.  Rework means that the functionality or product is evolving.  Stress options thinking and making decisions at the last responsible moment to lessen the amount of rework needed as you reap the benefits of allowing the plan to evolve.

What do you think?  Do you agree?  Any successes to share?

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