Let’s End the Debate! Scrum Master versus Project Manager – Part 3 of 3

Monday, December 3rd, 2012

Missed the other parts? Read them here: Part 1 or Part 2

 

Organizational Agile Transformation – Big Bang Approach?

In my last post in the series, I thought I would have a little fun. I was recently talking with a peer about the challenges organizations face when rolling out Agile. He mentioned that he was talking to a client later in the day and wanted to know what my recommendation was. I said “in my experience, you have to take an agile approach to actually rolling out Agile to an organization.  Agile brings about change, and depending on the culture of the organization, it may take time to fully adopt. An incremental approach is the best way to roll it out.”

He asked, “what if the client wants to rip the band-aid off and roll it out all at once?”  I responded half-jokingly… “well it depends on how many bodies they want to leave behind in the process.”  However, the more I thought about his question, the more I wanted to challenge my initial answer.  Rolling out Agile in a big bang approach really seems counter-intuitive considering what we are rolling out. However, rolling Agile out iteratively brings up the concern on how well Agile can scale.  An Agile roll-out out to an enterprise can involve several hundred people made up of a multitude of cross functional teams. Should we expect Agile to scale to this level?

From my industry experience, I’m finding more and more CIO/CTO types wanting to take this big bang approach. They want to make the leap and they want to make it now! However, the approach we take for roll out can make or break its success.  Is the best approach in rolling out Agile to an organization done through actually running the roll-out like an Agile project or is a big bang approach better?

I’ve attempted to break down some of the key components of Agile to try and answer this question.

1.  Communication

Increased and valuable communication is a key Agile principle. Agile works great within enclosed teams of 10-20 people. Because of the smaller team size, most team members actually (dare I say) develop friendships.  Agile doesn’t necessarily work when thousands have to interact. It’s extremely difficult to get somebody from another geographical location, participating in a project, trying to be friendly, and trying to get information at request.  Agile just doesn’t seem to be designed to scale.

2.  Lack of documentation

Because of the increased communication and conversation, the need to document in an Agile project isn’t really required. Agile is very light weight and is about just enough documentation. However, at the enterprise level, rolling out a new methodology (Agile) requires communication to be crisp, coordinated, and concise. Because of the different perspectives, constraints, and cross-functional priorities, a roll-out needs to be managed very tightly. A roll-out of this size requires that things get documented. Again, I would have to say that running an enterprise Agile roll-out through Agile principles doesn’t seem to be the right way to go.

3.  Self- Organizing Teams

The concept of self-managing teams organizing around goals given constraints works excellent on smaller Agile teams of 10-15 people works. However, an army of people cross-functionally based and geographically dispersed, just simply needs some order in order to function healthy. At the enterprise level, lack of formalism doesn’t lower chaos, it actually ensures chaos.

 

All in all, I still came away thinking that my initial answer was correct. Either path likely faces the above challenges. It’s a question of what makes more sense for your organization and is likely to gain more support among leadership: rip off the band-aid, have short-term pain in the hopes of long-term gain; or pilot your way into it so as to manage the risk of disruption, but risk losing support if tangible progress can’t be demonstrated and other agendas begin competing for resources.

An enterprise roll-out of Agile, does require some up-front planning and clear communication and structure. Yes, a more pragmatic, iterative (RUP like) approach would probably seem to be the best way to go. I know I may receive hate mail on this one, but dare I say, I recommend running an enterprise Agile rollout through your neighborhood PMO. I’m actually blogging about the PMO’s involvement during an Agile transformation at http://www.actuationconsultingllc.com/blog/

 

Regardless of which path you take, be sure to go in with eyes wide open!

 

This is the last in a series of three guest posts on this topic from Steven Starke, author of S.T.O.P The Project Management Survival Plan and partner at Actuation Consulting. Steven StarkeSteven Starke is the author of S.T.O.P. – The Project Management Survival Plan. He is currently the VP of Program Management for Truven Health Analytics (formerly Thomson Reuters Health) and working with Actuation Consulting on training material focused on product team collaboration. Steve has held leadership positions in Program Management, Product Management, Systems Engineering, Product R&D, and Global IT and has run full-fledged PMOs. His industry experience ranges from consumer products and medical devices to global IT Infrastructure, healthcare analytics, and software development. Steven can be reached at Steve@actuationconsulting.com and networked with via his LinkedIn profile. Read more about Steven.
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AutoVIN’s Transformation Journey: Integrating the Spirit of Agility and the Letter of Agile

Monday, November 26th, 2012

Agile is an umbrella term for Scrum, Extreme Programming (XP), Lean Development, and Kanban practices, which have roots in Agility or the “ability to be agile.” Scrum is a framework for organizing work; Extreme Programming (XP) is a discipline for software engineering; Lean Development is an approach for applying Lean thinking in software engineering; and Kanban is a method for enacting change. These approaches share a common value system, Agility, which emphasizes people, results, collaboration, and responsiveness. These approaches represent the “letter” of Agile and the value system represents the “spirit” of Agility!

Many teams and organizations enact Agile practices yet don’t realize the benefits — to accelerate time-to-market, manage changing priorities, increase productivity, enhance quality, further align Business and Technology, improve visibility, reduce risk, and reduce cost — and are then forced to confront embracing an Agility mindset while many other teams and organizations embrace an Agility mindset yet don’t realize the benefits and are then similarly forced to confront enacting Agile practices. This dichotomy between practices and mindset is a “chicken or egg” problem, and strictly enacting the “letter” or embracing the “spirit” is problematic. Merely embracing a mindset often delays demonstrable benefits and merely enacting practices doesn’t achieve sustainable benefits, yet authentic success involves integrating (not merely balancing or compromising) the “spirit” as well as the “letter” in adopting, scaling, and sustaining an Agility mindset and Agile practices, both within teams and across organizations where “the whole is other than the sum of the parts”, which fundamentally involves Transformation.

On November 28th, 2012, AutoVIN, The Automated Vehicle Information Network, a subsidiary of ADESA, will share how it achieved greater Agility by integrating the Spirit of Agility and the Letter of Agile! We’ll explore how management and the team aligned around the nuances of the business problem and the complexity of the technology solution to discover and deliver Value, and how the transformation journey interweaves business, technology, and culture.

 

 

 

Si AlhirSi Alhir is a Practitioner and Consultant/Coach (Transformation, Change Management, and Organizational Development).

He has over three decades of proven experience in transforming organizations/enterprises by synergizing Business and Technology around proven industry-recognized & organization-tailored principle-based practices and by cultivating effective Communities (of Interest, Practice, Engagement, and Purpose) that sustainably deliver impactful results. He leverages a broad and deep background in all aspects of technology product/services management (planning, marketing, and sales) and engineering (development), including business development, client management, and consulting services. Read more about Si.

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Let’s End the Debate! Scrum Master versus Project Manager – Part 2 of 3

Tuesday, November 13th, 2012

Missed part 1? Read it here: Let’s End the Debate! Scrum Master versus Project Manager – Part 1 of 3

 

Over the past couple of months, I’ve been documenting, in near real-time, the progress being made as an organization goes through an Agile transformation.

 

During this transformation, I’ve learned that there’s no way, going through Scrum Master training that I could be responsible for all the responsibilities of a project manager. It’s just not fathomable and would lead to ultimate project failure. To set the record straight, project manager is NOT synonymous with Scrum Master. A Scrum Master is critical to the facilitation and execution of the Scrum team. But they’re not responsible for all the components of a product development project. If anything, a Scrum master should be a dotted line to a project manager as part of the reporting structure.

 

However, for all these relationships to work together, we also need to know what the responsibilities are of the team back to the project manager.

 

Essentially, the project manager has to know just about everything that’s going on during the course of a project in order to determine if the right action and the necessary progress is being made against the tasks and deliverables. It’s unrealistic for every meeting and every action to be in the project manager’s schedule. However, they still need to know what meetings are occurring and when communication and decisions are expected in order to ensure the team is working effectively and efficiently relative to the agreed upon scope and success criteria of the project.

 

This relationship between the project manager and the team is not meant to be based on command and control, but rather based on trust and optimizing collaboration. If the project manager has any chance in managing these responsibilities while not having authority over most, if not all, of the team resources, then they need to rely on those team leads for basic and fundamental information. The following are the characteristics of the entire product team including the project manager:

  • Openness regarding truthful task and deliverable progress
  • Frequent and constant communication
  • Commitment to achieving the success criteria
  • Courage to tell the truth
  • Respect for each other

 

Borrowing the page of Scrum team responsibilities to the product owner and scrum master, I’ve tailored the responsibilities so that they reflect the entire project team relative to the project manager:

  • Communication regarding the prioritization (and change) of requirements, MMF’s, sprint backlog items, and tasks
  • Commitments to results based on agreed upon milestones
  • Communication of estimates of effort to implement User Stories and tasks to complete all project deliverables
  • Communication of dependencies between tasks and team members
  • Identification of obstacles and informing the project manager when those obstacles may occur and when they have occurred.
  • Self-organizing – Individual teams within a project have to be self-organizing and can’t rely on a command and control style project manager. However, self organizing means informing the project manager on how the team is self- organized and how they intend to complete the work. Project manager’s need to have context for any of this to make sense.
  • The team has the right to do everything within the project guidelines boundaries to achieve the project goals.

 

In the product development world, project managers, more than ever, are critical in the successful execution and delivery of projects/products to market. Role clarity and collaboration is essential. The project manager and the scrum master are meant to work collaboratively with each other not against each other. If we can get our definition of a project correct and we can enforce the responsibilities of the team back to the project manager, then I can say confidently “Project managers, there is no need to worry about job security. You’re still a valuable member to your organization. If anything, your job just got easier by the introduction of the scrum master and product owner roles.

 

Don’t forget to leave your comments below! Thanks!

 

Continue reading: Let’s End the Debate! Scrum Master versus Project Manager – Part 3 of 3

 

This is the second in a series of three guest posts on this topic from Steven Starke, author of S.T.O.P The Project Management Survival Plan and partner at Actuation Consulting.  

Steven StarkeSteven Starke is the author of S.T.O.P. – The Project Management Survival Plan. He is currently the VP of Program Management for Truven Health Analytics (formerly Thomson Reuters Health) and working with Actuation Consulting on training material focused on product team collaboration. Steve has held leadership positions in Program Management, Product Management, Systems Engineering, Product R&D, and Global IT and has run full-fledged PMOs. His industry experience ranges from consumer products and medical devices to global IT Infrastructure, healthcare analytics, and software development. Steven can be reached at Steve@actuationconsulting.com and networked with via his LinkedIn profile. Read more about Steven.

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Agile Adoption Webinar (Part 2): Infographic

Wednesday, October 17th, 2012

Last week, Planbox invited Greg Geracie and Steven Starke from Actuation Consulting for a live webinar about agile adoption. The webinar was based on their recently published study, in which they uncover 5 common key factors that were all present in high-performing product teams. In addition, they authors discuss recent trends in project management methodologies.

 

Watch the full webinar recording here. 

 

In this second part of a series of 2 blog posts about the agile adoption webinar, we present you a quick summary of the important data that was shared during the presentation.  If you like it, remember to please share it!

 

Agile Adoption Infographic by Planbox

 

You might also be interested in:

Agile Adoption Webinar (Part 1): Questions & Answers

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Agile Adoption Webinar (Part 1): Questions & Answers

Wednesday, October 17th, 2012

Last week, Planbox invited Greg Geracie and Steven Starke from Actuation Consulting for a live webinar about agile adoption. The webinar was based on their recently published study, in which they uncover 5 common key factors that were all present in high-performing product teams. In addition, they authors discuss recent trends in project management methodologies.

 

Watch the full webinar recording here. 

 

In this first part of a series of 2 blog posts about the agile adoption webinar, we will share with you some questions that attendees had for our guest speakers. Thank you to Greg and Steven for having provided some very insightful answers.

 

Questions & Answers

 

Q. Limited resources seems to play a major role in our company going full Agile. We don’t have a business analyst (BA), our Product Manager is part-time, and our development teams span across products. Is this a common roadblock or are we just not disciplined?

 A. (Greg) - In my experience, fully implementing Agile is more resource intensive – not less. The Agile process is particularly demanding of a product

manager’s time. Executive teams often don’t fully understand the resource intensive nature of Agile implementation and underestimate the need for additional resources. This frequently means that market-facing and more strategic activities suffer as the team devotes its energy to covering pressing tactical activities. This is costly in the long run. Under-staffing is not uncommon, particularly now, as organizations have aggressively downsized due to the current economic situation. However, to be most effective the team needs to be properly staffed.

 

Q.Did you find a correlation between a particular type of methodology and a higher rate project success?

A. (Greg) - The short answer is no, but we intend to take a closer look at this in next years study.

 

Q. Is the high prevalence of waterfall because waterfall works (in some cases) or because Lean/Agile is hard to embed in the larger cultures?

A. (Greg) - I think there is truth to both of your comments. From my perspective, no single product development methodology is a panacea for all the types of product development challenges. So waterfall continues to be robustly used, even if the current conventional wisdom is that it’s “old school” and part of the past, because it’s effective when used under the right conditions, particularly within large and complex organizations with large and complex projects. Waterfall continues to have a tight hold on manufacturing type environments where predictability is highly valued.

(Steve) – The waterfall approach is much easier to govern for Senior Managers and Executives as opposed to an Agile approach. Especially, in a world where outside bodies are required to regulate the work, a waterfall approach is easier to explain and very deliberate in terms of deliverables. It may take “longer” but it may pass an audit much quicker. That reason alone is why some organizations are very pro-waterfall and why it’s still very prevalent throughout the industry.

 

Q. Diana Larsen’s new book – Liftoff has a very specific process for chartering Agile teams and projects. It’s a great way to communicate strategic and tactical vision. Would something like that inform the team with enough information to enable them to help “on board” new members?

A. (Steve) – I have not read Diana’s book so I can’t speak to specifics on it’s effectiveness. However, generally speaking, any tool or approach that increases communication around both strategic vision and and tactical execution would definitely help in providing the additional context required to effectively on board new team members.

 

Q.What does the data show about which methodology is dominant in different phases of a project?

A. (Greg) - Excellent question! The data does not break the responses down into the different project phases but looks at the prevalence of the dominant process overall. However, you raise an interesting point given the findings.

 

Q. I’ve seen some organizations describe the workflow such that the process of deciding what goes into a product is waterfall, but how it gets built is “Agile” (iterative incremental). Can your findings expose situations such as these?

A. (Greg) – Since this was the first time we ran the study (we’ll continue to conduct it annually) we did not structure the questions to capture the situations you’re referencing. However, as noted earlier, given that we have established a baseline we can now dive into the findings with more rigor, which we intend to do in upcoming surveys.

 

Q. What do you think of “valve software-like” approaches with flat hierarchies and self-organizing teams?

A. (Greg) - I’m well known for being product development methodology agnostic. I believe that you have to select the best approach based upon what you’re trying to achieve, the skills available to you and the team, the level of available resources, etc. However, whenever you can have a streamlined and self-motivated team with an internally driven sense of purpose and high levels of commitment you’re more likely to succeed (in my experience).

 (Steve) - I completely agree with Greg. Self-organizing teams, acting in the true spirit of getting the work done, despite role and organizational structure constraints, are extremely successful and valuable to an organization.The only word of caution is to ensure that “self-organizing” doesn’t mean ”self-governing”. A certain amount of organizational governance is still required to ensure the team is heading in the right direction based on organizational goals and objectives.

 

Q. Why is there a positive correlation between increase in waterfall and size of company?

A. (Greg) - Several factors likely contribute to this. First, large organizations typically have large and complex product development projects and waterfall is normally chosen to address these types of challenges. Second, large organizations need to train a significant amount of personnel to fully convert to Agile, so even if they decide to do so, it’ll take much longer and be more costly (assuming that they don’t decide to outsource development). Third, mature organizations that are successful in the marketplace have less reason to change what has worked for them. And even if they decide to change, it’ll take longer to turn the battleship around.

 

Q. Does “blended” mean that some teams are waterfall and some agile, or that some processes are waterfall and some processes agile?

A. (Greg) – Blended actually means – in terms of our survey results – that organizations are using an iterative incremental methodology (Agile) and combining it with waterfall in some fashion. The actual way this is being done at the “local” level varies based upon the organization. We’re aware of at least 5 different variations on this theme and we’re convinced there are even more that we have yet to encounter.

 

Q. Will you be sharing any details about the blended methodologies – how do companies blend the two methods, different by project, by project phase etc? Also, why is blending done?

A. (Greg) - We did not collect the actual ways this is being done in the survey data but have since gleaned some insight into what’s actually taking place from follow on conversations. You can expect to see more details about what we have learned in next years white paper.

 

Q. Regarding factor four [Assigning core product team members based on the skills needed] – given resources in companies are always tight, how do you suggest multiple projects are staffed and supported through launch?

A. (Steve) – I truly believe the size of the portfolio will dictate the level of enterprise resource management required to sustain product development through launch. As soon as assumptions are made with resource allocations, is as soon as projects are understaffed.Resources managers really need to understand what the true outcomes are of the project and ensure resources are staffed until those outcomes are achieved – through launch. A well functioning enterprise resource manager role can balance out the resource pool and look for opportunities between resources and projects as different products approach launch at different times. A role within a PMO can serve this need or someone specifically hired to do enterprise resource management.

 

You might also be interested in:

Agile Adoption Webinar (Part 2): Infographic

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Being Agile Without Knowing – More Common Than Not

Tuesday, December 20th, 2011

This jaguar does not know it is agile. It just is.After a couple years of being a mix between project and product manager, I hadn’t yet heard of scrum or any other type of agile process. At work, we had started doing releases more regularly (about once or twice a month) and priorities were shifting quite often. To make things easier and more organized, I had started a list of all the “priorities” which were all the things people were asking for. Every couple of weeks, I would write the details of the top priorities in a doc and discuss it over with the team so they could give feedback and so we all knew what needed to get done for the upcoming release. Then, after each release, I’d do a pass that what had been released and would sit with the team to see what hadn’t been done, what had been added and so on…

Without knowing it, the team and I had adopted an agile process. The priority list was the backlog, the specifications were the story details, and the meetings resembled kickoffs and reviews. A couple of months into this process, someone who had recently read about scrum and suggested we all get training which we all did. After the Scrum certification, we didn’t end up changing a whole lot of what we were initially doing, but we had names for what we were doing and a little more discipline.

This made me realize that the majority of people who work and need to organize themselves are “agile” without knowing it. Let’s look at what most people do to get things done:

 

1)      List things they need to do this/next week

2)      Get the most important things done first

3)      Scratch out things they end up not having to do

4)      Scratch out things as they get done

5)      Add more things – typically urgent stuff that pops up out of nowhere

6)      Redo a new list after a couple of days because the current one is a mess

 

This is really the basics to being agile. You know what you have to do, you do the most important stuff first (or not if you like to postpone!!) and end up having to do more or less than what you have planned. You set yourself some goals that you sometimes manage to hit or not. Basically, you are agile in the way to adjust yourself to what goes on around you.

I believe many teams who aren’t currently functioning by means of a specific project management method are ‘agile’ in the basic sense of the term. And they are so without knowing the ‘agile’ concept even exists. Being more educated about different agile methods such as Scrum, XP, AUP and so on, is very beneficial if you and your team are able to extract the practices you should adopt to become more effective. However, being adamant on adopting every action or activity a said agile method proclaims is a mistake. Instead, teams should take on one or a few new behaviours at a time and evaluate if what they are doing is truly favourable for them. Unfortunately, many times it’s easier to do everything as prescribed by the agile methodology and blame it when things don’t turn out as planned instead of working hard as a team to attain the agile process that works for you.

One advantage with Planbox is that it was built with that in mind; it does not impose a methodology upon you. It’s easy for individuals and teams to setup the tool to have it work how they need it to so that they are being agile best they can.

We’re building a guide to “Softly transition into Agile” if you have knowledgeable recommendations or things you’ve set in place, we’d be glad to include them in the guide.

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Agile Tool Reviews

Tuesday, November 29th, 2011

When I Joined the Planbox team, one of my first task was to test other products and see how they all compared.  If only I knew that there was someone out there doing the work for me.  If you find yourself in one or both of these situations:

  • Too much research to do on agile tools.
  • Not convinced that Planbox is right for you.

Don’t take my word for it.  The friendly people at userStories.com already did the work for you and gave us a top rating with a Net Promoter Score of 100%. Take a look at the short list of top rated products and you will find us right at the top.

To view the entire list of rated products click here.

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Agile Transition: baby steps to a baby-smooth Agile transition

Friday, March 4th, 2011

Agile transition

A lot of our users at Planbox are either new to Agile or not Agile at all. For them and everyone who strives towards agility out there, we decided to write a strategy guide for a Smooth transition to Agile. Keep in mind that Agile works for just about anything.

An Agile tale tells us that THE biggest Agile project ever known is the creation of the Universe – which we know on good account was built over a 6-day sprint.

Whether you are in software development, technology, architecture, industrial design, construction; the principles are sound and they are applicable.

This post is a short guide to introduce Agile from the bottom up but the opposite can also be done – which we’ll show in a later post.

Phase 1: Pre-production

1. Aim for a quick-win – Agree to have a “Pilot” project on a small team

2. Lead the way – Select a Project Manager, one who is eager to test Agile and someone the rest of the team will want to follow in this crazy endeavour.

3. Legos are a great way to start - Break down a Project into smaller ones to test out. These will be the building blocks towards Agile… poetic isn’t it?

4. Cross-functionality – Build a small team of 3 to 5 team members. 1 Project Manager, 1 Developer/engineer, 1 Tester, 1 Designer as needed for your project. If you’re not in software development, remember it is also applicable.

5. Technology is your friend - Support your team with technological and psychological resources as needed. Shared file folder, team Wiki, chat room, comfort food, etc.


Phase 2: Iterate this!

6. Launch with a kickoff - Do an iteration “kick-off” meeting and have your team estimate their own tasks and stories.

7. Scrumfall - Keep doing what you’re already doing (waterfall, etc), but work on a 2-week cycle. This is usually called Scrumfall or Scrumbut.

8. Deliver! – Have your team deliver a complete “Product” or “Feature” or “Release” within a few iterations.

9. Wash & Repeat – Keep doing this until you have a big enough track of success to build a business case for Agile within your organization,  occasionally adding  a small team.


Phase 3: It looks Agile, it smells Agile, it talks Agile, yet…

10. Teach me master – Invest in hiring an Agile consultant and give training to some of your staff. Make a “contract” with those getting the training that they’ll have to teach at least one other team member.

11. Agile is a roleplaying game - Introduce new roles: ScrumMaster and Product Owner. The ScrumMaster’s role is similar to that of a project manager and his role is to facilitate, period. The Product Owner’s job is to Prioritize the backlog of features into  stories. He has to listen closely to the end-user to determine the right features and make sure it is usable.

12. Tools of the Trade - Introduce taskboards and daily stand-up meetings, proper Iteration kickoffs and reviews. If your teams are distributed, consider using an Agile Project Management software to simplify things. Planbox is one such software, but there are many others as well.

Overall, transitioning into Agile is an iterative process into its own. Slowly adopting Agile lingo, methods, reading about it, getting training will get you in the Agile bandwagon before you even know it.

Your team members and your users will thank you… eventually.

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Soft transition to Agile

Friday, November 26th, 2010

Today we thought it important to discuss Agile methods.

Agile development is a Project Management methodology based on iterative and incremental change, where rapid and regular deliverables, collaboration and flexibility in the process are highly valued. These methods were created in 2001 and are still at the early adoption stage, however, they are highly popular with technology and software development in particular. Two facts are observed in Agile teams: they are self-organising and cross-functionnal.

There are many Agile Methods: Scrum, XP, Crystal Clear, DSDM, Feature Driven Development, etc with slight variations on the same theme.

Since the very beginning we’ve always branded Planbox as an Agile planning tool, but now realizing that many of those who use Planbox are either not Agile at all or simply considering to become Agile, we realized that Planbox allowed something we had not expected:

Soft transition into Agile methods.

Indeed, if you are hardcore Agile, then the tool will be a great fit. If you are not Agile at all and want nothing from it, it still works since you need no Agile training to work with Planbox.

If you are in between, you can get the best of both worlds and use Planbox to become Agile. It won’t be instantaneous, but within a few iterations you and your team should be transitioning towards Agile. We’ve seen it from many of our clients and its amazing.

Words of caution: Planbox doesn’t replace formal Agile method training and it is most likely that if not one person on you team has any such training, you will fail. However, if your team wants to become Agile, if you have at least one team mate who has worked with these methods in the past and can lead the team in that direction, then using Planbox, you have all the tools you need to softly transition into Agile successfully.

This is why we’ll be introducing Agile and project management video capsules starting in December!

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