Merging Waterfall and Agile: Across the Seven Seas

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the thought that they could now help drive delivery was respectful and empowering (we found out later that other offsite teams started pleading for a similar kind of interaction). All this and a lot more was now going to change.

Experimenting with Agile Practices
We had a lot of constraints. We had a team of 25+ people (onsite plus offsite) and while this was a great team with lots of smart people, the group did not have iterative / incremental background. We had to play coach and mentor. We knew we had to adapt and the best thing to do given the situation was to use a hybrid methodology approach. The Agile practices we leveraged included:

Time-boxed iterative development  – We broke our delivery into six iterations, each six weeks long. These iterations contained requirements (typically one iteration ahead), design, development and testing activities. At the end of six weeks, the code was delivered into a user test environment. Our users were now able to play with the system and provide feedback as early as 4 months into the project. (This typically would not have happened until 10 months into the project.) We had succeeded in moving things earlier in the lifecycle. We would have preferred shorter iterations. This was an adjustment we felt we had to make given the team's lack of experience and the distributed nature of our development. Even if we wanted to deploy iterations in production, we could not have done it since the first release of our software (being done by a separate team) wasn't ready to go live.

Lean management, self contained and empowered teams  – The team was split into three functional teams, with some onsite and offsite component. The onsite team provided requirements, training and management leadership while the offsite team provided design, development, and testing leadership. For the first time, offshore teams were now empowered to plan their own assignments. In the past, this typically was decided by an onsite manager. The three offsite functional teams reviewed the use case catalog and identified components to be designed / built / tested within iteration. Components that were not completed at the end of the iteration moved into the next iteration. The offshore team had greater control of their destiny, and was able to make necessary adjustments at the right time. This gave the team a feeling of having ‘skin in the game' and increased accountability.

Scrums – Given our distributed delivery environment, we used two streams of Scrum. The first one focused on all onsite team members. We had two onsite centers: Columbus, Ohio and Santa Fe, New Mexico. For many months we held teleconference meetings every business day at 7:00 pm EST. Our goal was to over communicate in the beginning and then tone down subsequently. The 15 minute teleconference call focused on "What issues are holding you back?", "What have you accomplished today" and "What are you planning to do tomorrow?" Respecting people's time, we stuck to our 15 minute commitment. The expectation was for the team members to hang-up after 15 minutes and that if we could not manage a 15 minute Scrum on a daily basis then how could we possibly manage six week iterations? We must say, except for handful of situations where we sought team's approval to extend the 15 minute meeting, by far a vast majority of our meetings got done in 15 minutes or less. The second Scrum stream focused on interaction between onsite and offsite members of functional teams. We were very ambitious in our thinking that these would be daily and structured,

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