The Marriage of Lean, Scrum and Extreme Programming (XP)

[article]
How to Align Agile Across an Organization
Summary:
Many flavors of Agile have emerged: Scrum, Lean, Feature Driven Development (FDD), and Extreme Programming just to name a few. These methods have numerous complementary and distinguishing features, but the gamut of choices can be confusing and disorienting - as if being told to choose the best from 31 flavors of ice cream. Return on Investment (ROI) is important to me, so Lean must be the answer. But wait, I also want to be agile with my business priorities so I’ll choose Scrum. We are left wanting a simple question answered: “Which Agile method should I choose for my organization?”

 “If you don’t know where you’re going, you’ll end up somewhere else. "

- Yogi Berra

Many flavors of Agile have emerged: Scrum, Lean, Feature Driven Development (FDD), and Extreme Programming just to name a few. These methods have numerous complementary and distinguishing features, but the gamut of choices can be confusing and disorienting - as if being told to choose the best from 31 flavors of ice cream. Return on Investment (ROI) is important to me, so Lean must be the answer. But wait, I also want to be agile with my business priorities so I’ll choose Scrum. We are left wanting a simple question answered: “Which Agile method should I choose for my organization?”

I have found that one can view an organization at three levels: the Executive/Project Management Office (PMO), the Management/Project and the Development/Delivery. While the organization typically (or hopefully) has aligned goals, each level has their own sub-goals, focus and deliverables. A strategy-focused executive’s eyes will glaze over if you evangelize the virtues of Extreme Programming (XP) such as continuous integration; these technical details are so foreign to the executive that you might as well be discussing the virtues of object-oriented programming. However, the executive will hungrily ask for more information and how fast can we get started if you describe creating greater shareholder value by removing waste and optimizing across the organization, i.e. Lean.

So, as Agile matures within organizations we find the question, “Which Agile method do we choose?” is revised to, “Which Agile METHODS do we choose?” I have found that the various organizational levels align near perfectly with three specific Agile Methods: Lean, Scrum and Extreme Programming. In this article, we will look how to best align Lean, Scrum and XP across an organization.

The Organization As A System
Imagine on an episode of the T.V. show “House M.D.” the brilliant, but curmudgeonly, Dr. House sees a patient suffering from severe lower back pain. She has suffered for years and gone to numerous doctors, but nothing has worked. After a cursory glance, House asks her to stand up and attempts to balance a book on her head. The book slides down to her left side and falls to the ground. House tries again and the book once more slides down to her left side. House stares at her and tersely says, “What you need are new shoes.” “What?” she surprisingly asks. “New shoes! Your left leg is slightly shorter than your right. You need a lift added to your left shoe and then your back will be fine,” House states as he walks out of the office. While the other doctors neglected to detect the cause of her pain, House again proved his reputation as an unparalleled diagnostician by looking at the whole system and relating her shorter leg to her back pain. He performed “System Thinking” (Smith, 2007).

What is “System Thinking?” Simply put, System Thinkers “view the world, including its organizations, from a broad perspective that includes structures, patterns and events, rather than just the events themselves” (McNamara, 2005). Based upon System Theory, System Thinkers understand that “like a living body, an organization is best understood as a whole, rather than in parts.” For example, breaking up an elephant doesn’t create a bunch of little elephants…just a mess (Smith, 2007). The concept of an organization as a living organism inspires one to look at a company’s organizational levels not as mutually exclusive divisions, but rather as mutually dependent sections of the whole. In following sections we’ll see why this view facilitates Agile successfully fitting across an organization, but first

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About the author

Geoffrey Bourne's picture Geoffrey Bourne

Geoffrey Bourne has 12 years of experience in the financial IT field, successfully managing several globally distributed Agile teams in Mumbai, Bangalore, Hong Kong, Japan, and the U.S. He has worked at J.P. Morgan, Goldman Sachs and several start-ups. He has a B.S. in Computer Science from Washington amp; Lee University and is a certified Sun Java Developer and PMP. Geoffrey is currently a Vice President at a major financial institution in the New York Private Bank and Personal Wealth Management divisions and can be contacted at gbourne@gmail.com

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