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Webinar:
Agile Estimation Using Functional
Metrics Revisited
September 23, 2010
11:00 AM – 12:30 PM
1
ITMPI005
Tom Cagley
David Consulting Group
Vice President & Director of Software Process Improvement,
Software Measurement and IT Performance Improvement
Consulting Practices
[email protected]
ITMPI005
About Presenter’s Firm
At the David Consulting Group, we believe in the value of
software measurement, estimation and process
improvement. Our mantra is “Measure. Improve. Deliver.”
Our approach is agile. We deliver value to our clients
regularly and frequently, irrespective of the best practices
we utilize.
We believe in the Declaration of Interdependence.
3
Estimation v Planning v Budgeting
• Defines how much we have to spend and influences
scope
Budgeting • Tends to ignore the cone of uncertainty
• Rough or approximate size extent or nature
Estimation • Focused by the cone of uncertainty
Planning
• Definition of tasks and allocation of resources
• Focused on the narrow part of the cone of uncertainty
Basics: Inputs and Outputs
• Inputs
• Estimate Outputs
– Sized Requirements
– Effort
– Skills
– Cost
– People
– Equipment
All data should be leveraged when planning
• Planning Outputs
– Schedules
– Resource Allocation
Basic Estimation Model
What
Functional Size
•
•
•
•
Function Points
Use Case Points
Story Points
Tee Shirt Sizing
How
With What
Behavioral
Attributes
Technical
Complexity
• Process Disciplines
• Sourcing Model
• Skills
• Security
• Languages
• Architecture
Productivity and Duration
Signatures
What Are Your Options
Time
Resources
Functionality
Customer Satisfaction?
Promptness
Credibility
Empathy
Problem
Solving
Competence
Reliability
So Why Doesn’t This Stuff Always
Work?
Uncertainty
Self
Knowledge
Consistency of
Method
Uncertainty
• You start projects knowing very little (as compared
to when a project is implemented)
Unknowns
Knowledge
Cone of Uncertainty
Budgeting
Initiation
Implementation
• Words are the only thing typically known before a
project is initiated (usually not very many)
Johari Window
Known to
Self
Not Known
to Self
Known to
Others
Open
Blind
Not Known
to Others
Hidden
Unknown
11
Many Methods of Estimating
Budgeting
Sprint Planning
Analogy
Bottom Up
Parametric
Iteration
Planning
Estimating
Sprint Planning
Planning Onion and Timing
Budgeting
Analogy
Estimating
Parametric - Light
Mike Cohn’s Planning Onion
Planning
Integration
Planning
Standup Meetings
A Proposed Solution
Generate
Initial
Backlog
Size
Backlog
• Quick and Early Function Points
• Parametric Estimation
Owner
Prioritization
Sprint
Planning
Iteration
Planning
• Business Need
• Cohesion (grouping)
• Planning Poker
• Task / activity management
14
QEFP: The Logical View
External
Input
External
Input
Other
Applications
External
Output
Internal Logical
File
External
Inquiry
External
Interface File
Internal Logical
File
External
Output
Other
Applications
Application
Boundary
Revisiting Grade School English
• Sentence Diagramming
Noun
Verb
Predicate Nominative Or Adjective
In case you forgot - a predicate is an expression that can
be true of something (the car is yellow)
Translation
• Function Point Diagramming
ILF,
EIF
Data
EI, EO, EQ
DET, RET or FTR
Transaction
Identifier
The goal is not diagram the whole requirement sentence but rather to to use
the logic of the diagramming process to get to the measureable component.
Translation Tool: Trigger Words
Nouns
Verbs
Data
Functions
Transactions
Functions
ILF
EI
EIF
EO
EQ
Function Points
Sprint Planning In This Environment
Product Owner Prioritizes
Teams Sequence
Apply Estimates
Team Commits
Translating Size Into An Estimate
Input: Sized
Backlog
Disaggregation
and Resize
Estimation
Worksheet
And /
or
Commitment
Planning Poker
(factor in
attributes and
technical )
Case One
Large software development firm, hierarchical culture
and one very large project and many smaller
Mixed SCRUM/XP (recent addition) and Plan Based
project environment
Strenuous budgeting process with tax accruals
Significant discovery was required to define, design and
develop the large project
Experienced based estimation based on bottom up task
planning – questionable on the large project!
The Answer
Techniques Used
• QEFP for sizing backlog
• QEFP for sizing items added
during sprint planning
• Planning Poker
Impact
• Improved product owner
satisfaction
• Increased perception of
consistency
• Reduced number of stories
escaping sprints
Case Two
Large consumer product firm, hierarchical culture and
many very large projects and many, many smaller
Outsourced Plan Based project environment
Strenuous budgeting process with tax accruals
Difficult to determine whether they are getting value for
their money
Experienced based estimation based on bottom up task
planning
23
Solution
Inputs
Requirements
Consumed
Outputs
PROJECT
Functionality
Project Price
Vendor Effort
Defects
Internal Effort
Core Estimates
• Cost
• Duration
• Size
Function Points
Story Points
• Knowledge Gap)
Duration
24
Questions?
25
Tom Cagley
David Consulting Group
Vice President & Director of Software Process Improvement,
Software Measurement and IT Performance Improvement
Consulting Practices
[email protected]