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Edward Chung ACP Notes
Edward Chung ACP Notes
[PMI-ACP study notes] Unlike the traditional waterfall project management philosophy,
Agile project management philosophy is geared to providing flexibility in response to the ever
changing environment and requirements. Industries like software development and information
technology are among the first to embrace Agile. This article outlines what makes Agile distinct
from traditional project management approaches and how to implement Agile principles in
projects. Knowing these would prepare you well for the PMI-ACP journey.
Users Involvement
Team Empowerment
Fixed Time Box
Requirements At a High Level
Incremental Project Releases
Frequent Delivery
Finish Tasks One by One
Pareto Principle
Testing Early and Frequent
Teamwork
1. Users Involvement
1/7
In Agile projects, users are actively involved in the project throughout itself development
cycle. Inputs and feedback from the users are sought frequently to better understand the
requirements of the users as the project evolves and circumstances change. This is among the
most important principles of Agile.
The following are the advantages of users involvement:
Reduces the reliance of detailed requirements documentation at the initiating stage of
the project and thus eliminating the hassles of having to update the requirements
documentation in details when circumstances change
Allows the flexibility in adding / changing requirements fast and easily
Better understanding of users requirements as the project grows and evolves with
continual user input
Detailed project status reports are not required as the team and users work collaboratively, the
development progress is transparent to all parties. Users will be able to understand how the
end product will look like and whether all their needs are fulfilled as the project
progresses
Users can help the Agile team to understand priorities of tasks and requirements
Users become part of the project team and they are more likely to embrace the project
outcome
The Agile team and users work towards the same goal and share the responsibilities to
make the project a success
Make this happen
Make sure users are involved before the project starts
[if possible] Pick a representative from the users that is a good communicator and
flexible
Co-location of project team and users for closer interaction or make use of collaboration
tools / video conferencing
If there is not a user representative (e.g. the users are your future customers), pick a
member from your team to pretend to be the user as a whole
2. Team Empowerment
Three characteristics of empowered teams are:
Self-sufficient when forming the team, include all the team members necessary to
perform all the required tasks and make decisions in a timely manner without any need
to consult people outside. The users or the user representatives are integral part of the
team.
Collaborative every member of the team works collaboratively to achieve the project
goal as they are all entrusted with the authority to make decisions on the project. The
success or failure of the project lies in whether everyone has contributed their best.
Responsible since the team is entrusted with taking care of the project, the team as a
2/7
whole feel responsible for the scope of the project as well as the ultimate success of the
final product, not individuals (e.g. functional managers or the CEO) outside of the team.
Every member will perform their best to achieve overall success.
Make this happen
Involve everyone in decision making right from the beginning
Facilitate discussions among all team members to ensure everyone is always heard
Determine whether team decision or individual decision is needed case by case
Deal with team member conflicts or office politics proactively
Form a trusting relationship with all team members by not micro-managing their tasks
3/7
At a high level
Requirements are collected at a high level, just enough to give an idea of the required
product for budget estimation purposes.
Requirements are documented in the form of User Stories (showing how the users
interact with the product) rather than detailed specifications.
On a just-in-time basis
Since requirements may change along the progress of the project, requirements are
gathered only when necessary for carrying out the tasks right away.
Not to collect requirements for tasks several weeks away or more
Requirements are usually captured using visual methods (e.g. diagrams and storyboards) for
better understanding across the team. Storyboards shows how the users interact with the
product with hand sketches, wireframes or annotated screenshots.
Make this happen
Expect and prepare for changes in requirements.
Only collect barely enough details for the requirements (can be in the form of
documentation or storyboards) to estimate budget and carry out the work.
Hold workshops to gather the whole team together to understand the requirements as a
team effort.
Record requirements in the form of deliverables (e.g. design the website is NOT a
deliverable; interface design for the website is) and put each deliverable on a separate
card so that the priorities can be easily changed when more requirements are added
along the road.
getting requirements
development works
testing
releasing the product to users / market
The benefit of this approach is flexibility and ability to respond to actual needs instantly.
Feedback can be sourced from actual users / market which can help adjust the direction of the
project for new features / changes.
4/7
Also, the works and contributions of the project team can be appreciated by people outside the
team as the many releases act like a progress report which in terms can boost the morale of
the team. The organization can also benefits from the new features introduced instantly. Should
there be any early termination of the project, there is aways something useful left.
Make this happen
Establish the core functions (top priority requirements) to be included of the first and
subsequent releases through discussion between the team collectively
Make use of the MoSCoW analysis (Must have, Should have, Could have, Wont have)
Try to keep the number of core functions low (keep it simple rule) to enable delivery of
next incremental release in a short timeframe (usually a week or two)
Focus only on achieving the identified core functions in each iteration and finish all of
them before the beginning the next iteration
6. Frequent Delivery
Make plans to enable the time between each incremental release to be short enough so that
you can:
realize value through early value delivery to reduce risks and attain stakeholder
satisfaction (e.g. to gain organizational support)
keep the momentum going by always focusing on the next shippable product
get timely feedback from users / customers which will be gathered to adjust the project
direction
let users know the progress by a workable product release
create competitive advantage as new features can be introduced real quick
Frequent delivery is especially suited for web-hosted services as there is little overhead for reinstallation, upgrade or manage. The delivery schedule would range from a week to around 30
days for most Agile projects.
Make this happen
Get feedback from users / customers (or through analytics) for timely input to help reprioritizing the features to be included in the next release
Plan a fixed release cycle so that the team has a common goal to work towards the
deadline
Let the whole company know the release plan so that they can work together to make
the project a success (e.g. Marketing for press releases, Support for training materials)
5/7
Plan the reasonable amount of tasks for each iteration so that all tasks can be finished
in each iteration.
The tasks should meet the requirements of the Definition of Done which is established
by the team.
This enables frequent delivery of complete (ready for customer use) features.
Completed tasks can act as a sign of progress check which keeps the team focused.
Make this happen
Involve the users for testing
Ask for sign-off of completed features from the customers
Establish a standard procedure (e.g. develop test approve) for each iteration so that
no steps are left out
8. Pareto Principle
The Pareto Principle is also known as the 80/20 rule. It is a statistical principle that holds
true for many things have a similar 80/20 distribution.
In Agile development projects, the Pareto Principle applies to the fact that 80% of all
development effort should be spent on the top 20% of the features that the customer
actually ends up needing.
Need to identify the top 20% of features that customers actually need and use most
frequently.
Make this happen
Educate end users and project stakeholders on the Pareto Principle.
Prioritize the development efforts based on the Pareto Principle and try to identify the
most beneficial and useful features.
Work with the whole team for more accurate choice of features.
Check the project scope with customers and stakeholders regularly to identify any
changes in requirements.
6/7
10. Teamwork
Change is normal in Agile development, documentation is usually kept at a minimal.
All the Agile team member should work together in a team so that any changes can be
communicated with everyone.
Make this happen
Collocation is one of the best tactic to ensure great teamwork.
Use of a feature board / task board as a focus point / information radiator for the team.
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[PMI-ACP study notes] Unlike the traditional waterfall project management philosophy,
Agile project management philosophy is geared to providing flexibility in response to the ever
changing environment and requirements. Industries like software development and information
technology are among the first to embrace Agile. This article outlines what makes Agile distinct
from traditional project management approaches and how to implement Agile principles in
projects. Knowing these would prepare you well for the PMI-ACP journey.
Users Involvement
Team Empowerment
Fixed Time Box
Requirements At a High Level
Incremental Project Releases
Frequent Delivery
Finish Tasks One by One
Pareto Principle
Testing Early and Frequent
Teamwork
1. Users Involvement
1/7
In Agile projects, users are actively involved in the project throughout itself development
cycle. Inputs and feedback from the users are sought frequently to better understand the
requirements of the users as the project evolves and circumstances change. This is among the
most important principles of Agile.
The following are the advantages of users involvement:
Reduces the reliance of detailed requirements documentation at the initiating stage of
the project and thus eliminating the hassles of having to update the requirements
documentation in details when circumstances change
Allows the flexibility in adding / changing requirements fast and easily
Better understanding of users requirements as the project grows and evolves with
continual user input
Detailed project status reports are not required as the team and users work collaboratively, the
development progress is transparent to all parties. Users will be able to understand how the
end product will look like and whether all their needs are fulfilled as the project
progresses
Users can help the Agile team to understand priorities of tasks and requirements
Users become part of the project team and they are more likely to embrace the project
outcome
The Agile team and users work towards the same goal and share the responsibilities to
make the project a success
Make this happen
Make sure users are involved before the project starts
[if possible] Pick a representative from the users that is a good communicator and
flexible
Co-location of project team and users for closer interaction or make use of collaboration
tools / video conferencing
If there is not a user representative (e.g. the users are your future customers), pick a
member from your team to pretend to be the user as a whole
2. Team Empowerment
Three characteristics of empowered teams are:
Self-sufficient when forming the team, include all the team members necessary to
perform all the required tasks and make decisions in a timely manner without any need
to consult people outside. The users or the user representatives are integral part of the
team.
Collaborative every member of the team works collaboratively to achieve the project
goal as they are all entrusted with the authority to make decisions on the project. The
success or failure of the project lies in whether everyone has contributed their best.
Responsible since the team is entrusted with taking care of the project, the team as a
2/7
whole feel responsible for the scope of the project as well as the ultimate success of the
final product, not individuals (e.g. functional managers or the CEO) outside of the team.
Every member will perform their best to achieve overall success.
Make this happen
Involve everyone in decision making right from the beginning
Facilitate discussions among all team members to ensure everyone is always heard
Determine whether team decision or individual decision is needed case by case
Deal with team member conflicts or office politics proactively
Form a trusting relationship with all team members by not micro-managing their tasks
3/7
At a high level
Requirements are collected at a high level, just enough to give an idea of the required
product for budget estimation purposes.
Requirements are documented in the form of User Stories (showing how the users
interact with the product) rather than detailed specifications.
On a just-in-time basis
Since requirements may change along the progress of the project, requirements are
gathered only when necessary for carrying out the tasks right away.
Not to collect requirements for tasks several weeks away or more
Requirements are usually captured using visual methods (e.g. diagrams and storyboards) for
better understanding across the team. Storyboards shows how the users interact with the
product with hand sketches, wireframes or annotated screenshots.
Make this happen
Expect and prepare for changes in requirements.
Only collect barely enough details for the requirements (can be in the form of
documentation or storyboards) to estimate budget and carry out the work.
Hold workshops to gather the whole team together to understand the requirements as a
team effort.
Record requirements in the form of deliverables (e.g. design the website is NOT a
deliverable; interface design for the website is) and put each deliverable on a separate
card so that the priorities can be easily changed when more requirements are added
along the road.
getting requirements
development works
testing
releasing the product to users / market
The benefit of this approach is flexibility and ability to respond to actual needs instantly.
Feedback can be sourced from actual users / market which can help adjust the direction of the
project for new features / changes.
4/7
Also, the works and contributions of the project team can be appreciated by people outside the
team as the many releases act like a progress report which in terms can boost the morale of
the team. The organization can also benefits from the new features introduced instantly. Should
there be any early termination of the project, there is aways something useful left.
Make this happen
Establish the core functions (top priority requirements) to be included of the first and
subsequent releases through discussion between the team collectively
Make use of the MoSCoW analysis (Must have, Should have, Could have, Wont have)
Try to keep the number of core functions low (keep it simple rule) to enable delivery of
next incremental release in a short timeframe (usually a week or two)
Focus only on achieving the identified core functions in each iteration and finish all of
them before the beginning the next iteration
6. Frequent Delivery
Make plans to enable the time between each incremental release to be short enough so that
you can:
realize value through early value delivery to reduce risks and attain stakeholder
satisfaction (e.g. to gain organizational support)
keep the momentum going by always focusing on the next shippable product
get timely feedback from users / customers which will be gathered to adjust the project
direction
let users know the progress by a workable product release
create competitive advantage as new features can be introduced real quick
Frequent delivery is especially suited for web-hosted services as there is little overhead for reinstallation, upgrade or manage. The delivery schedule would range from a week to around 30
days for most Agile projects.
Make this happen
Get feedback from users / customers (or through analytics) for timely input to help reprioritizing the features to be included in the next release
Plan a fixed release cycle so that the team has a common goal to work towards the
deadline
Let the whole company know the release plan so that they can work together to make
the project a success (e.g. Marketing for press releases, Support for training materials)
5/7
Plan the reasonable amount of tasks for each iteration so that all tasks can be finished
in each iteration.
The tasks should meet the requirements of the Definition of Done which is established
by the team.
This enables frequent delivery of complete (ready for customer use) features.
Completed tasks can act as a sign of progress check which keeps the team focused.
Make this happen
Involve the users for testing
Ask for sign-off of completed features from the customers
Establish a standard procedure (e.g. develop test approve) for each iteration so that
no steps are left out
8. Pareto Principle
The Pareto Principle is also known as the 80/20 rule. It is a statistical principle that holds
true for many things have a similar 80/20 distribution.
In Agile development projects, the Pareto Principle applies to the fact that 80% of all
development effort should be spent on the top 20% of the features that the customer
actually ends up needing.
Need to identify the top 20% of features that customers actually need and use most
frequently.
Make this happen
Educate end users and project stakeholders on the Pareto Principle.
Prioritize the development efforts based on the Pareto Principle and try to identify the
most beneficial and useful features.
Work with the whole team for more accurate choice of features.
Check the project scope with customers and stakeholders regularly to identify any
changes in requirements.
6/7
10. Teamwork
Change is normal in Agile development, documentation is usually kept at a minimal.
All the Agile team member should work together in a team so that any changes can be
communicated with everyone.
Make this happen
Collocation is one of the best tactic to ensure great teamwork.
Use of a feature board / task board as a focus point / information radiator for the team.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
7/7
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[PMI-ACP Exam study notes] The Agile movement began with the publication of the Agile
Manifesto. This post takes a look at what the Agile Manifesto is and the twelve core Agile
principles for the PMI-ACP certification exam. Several question on the PMI-ACP exam will be
about the Agile Manifesto. PMI-ACP aspirants are advised to remember the Agile Manifesto
word by word as the difference between correct and incorrect answers may be just one or two
terms.
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James Grenning
Robert C. Martin
Mike Beedle
Jim Highsmith
Steve Mellor
Andrew Hunt
Ken Schwaber
Alistair Cockburn
Ron Jeffries
Jeff Sutherland
Ward Cunningham
Jon Kern
Dave Thomas
Martin Fowler
Brian Marick
2001, the above authors. This declaration may be freely copied in any form, but only in its entirety through this notice.
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Facilitate Teamwork
4. Collocated Team: Business people and developers must work together daily
throughout the project.
collocation of team members can foster osmotic communication (with vehicles
other than verbal, e.g. gesture, what not being said, etc.)
get instant feedback to questions, others at the location can join in the
discussion if deem related
the whole team can remain focused and work towards a common goal
5. Motivated Individuals: Build projects around motivated individuals. Give them the
environment and support they need, and trust them to get the job done.
team members are able to choose the jobs they are most interested in through
self-organization (not through external management influence)
the team is empowered to make day-to-day decisions
every member is motivated to achieve success
vs traditional project management -> micro-management, top-down approach
6. Face-to-face Conversation: The most efficient and effective method of conveying
information to and within a development team is face-to-face conversation.
get direct feedback by going to the source of problem or confusion
often via oral communication at the workplace for the benefit of osmotic
communication
tools like video conferencing can facilitate virtual team conversation
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[PMI-ACP exam study notes] Both the PMP Certification as well as the PMI-ACP
Certification are created and administrated by the Project Management Institute. This post
addresses the relationship between what is written in the PMBOK Guide (PMP exam) and
Agile principles and practices (PMI-ACP exam).
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Agile project management is often carried out in an iterative fashion (called Agile sprints with
relatively short duration). Agile methodologies start with developing a Product Vision, follows by
development and prioritization of user stories, a series of sprint or iterative cycles, reviews and
ends with Product Delivery.
Project Nature
Attitude to Changes
Customer Involvement
Project Requirements
Documentation
PMBOK Guide
Plan driven
Plan,
process and change
control
Waterfall
Control changes
Gold-plating is to be avoided
Collaborative actively
Authoritative approving the
involved throughout the project plan and product
Requirements are getting more Rather fixed from the beginning
detailed as the project evolves
Barely sufficient
Detailed to track changes and
deviation, need formal change
Change driven
Value driven
People, collaboration
and shared value
Iterative
Embrace changes
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Agile
Project Success
Advantages
Disadvantages
Ideal For
PMBOK Guide
approval
Measured against final outcomeMeasured against the plan
Can respond to
Easily controlled and
changes rapidly for
measured (costs,
competitive advantages
time and quality)
Know the output from
the beginning
When the processes
are designed right,
quality is easily
guaranteed
Final product may be
Relies heavily on initial
vastly different from
requirements gathering
what is planned at the
Project may fail owing to
beginning
faults in the plan
Depends very much on
Time spent on plans
getting the right people
and documentations are
on board
costly
Cost overrun may be
Changes are not easily
expected
accommodated
Projects with fast changing
Large projects with relatively
environments (e.g. software
fixed requirements (e.g.
development)
construction)
Mike Griffiths has published a detailed comparison between Agile practices and PMBOK Guide
(though based on the 4th edition), a good read for those coming from the PMP background who
would like to pursuit the PMI-ACP exam.
3/3
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[PMI-ACP study notes] Following the publication of Agile Manifesto in 2001, a number of
authors worked on the management principles for the adoption of the Agile principles. In 2005,
the Declaration of Interdependence was published put forward six essential principle for modern
project management (and management as a whole).
Below is the Declaration of Interdependence in its entirety:
Declaration of Interdependence
Agile and adaptive approaches for linking people, projects and value
We are a community of project leaders that are highly successful at delivering results.
To achieve these results:
We increase return on investment by making continuous flow of value our
focus.
We deliver reliable results by engaging customers in frequent interactions and
shared ownership.
We expect uncertainty and manage for it through iterations, anticipation, and
adaptation.
We unleash creativity and innovation by recognizing that individuals are the
ultimate source of value, and creating an environment where they can make a
difference.
We boost performance through group accountability for results and shared
responsibility for team effectiveness.
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Focus on Value
Engage Customers
Expect Uncertainty
Unleash Creativity
Group Accountability
Improve Effectiveness
1. Focus on Value
value is determined by how close the requirements of the users / customers are met
only work on features that are actually requested by the users / customers
changes requested by users / customers will always be embraced
2. Engage Customers
customer feedback is critical to success of the project
interact frequently with the customers to understand and gain trust
treat customers as team members
3. Expect Uncertainty
prepare for changes in requirements and environment through short development
iterations
changes would add value to the final product
4. Unleash Creativity
team members are motivated to contribute their best
members understands their values to the project and are presented with a common goal
feedback from each individual is highly encouraged
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5. Group Accountability
the team is empowered through self organization
empowered team members are committed to working together to the final success
the success or failure of the project would be borne by the team as a whole
6. Improve Effectiveness
though the environmental conditions will never be perfectly suited to Agile way of project
management, the team will try their best to tune the processes and strategies to improve
effectiveness situation by situation
review and evaluation will be performed often to gain new insights into how to best
implement the Agile principles
These six principles provides the guidelines on the six interdependent aspects of any projects to
link people, processes and value. These aspects must be well managed to give the best project
results.
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[PMI-ACP Exam Study Notes] Unlike the role of project managers in traditional waterfall
project management, Agile managers (e.g. ScrumMaster, Coach, etc.) have the primary role of
helping team members to embrace Agile principles and removing obstacles. Ideally, Agile teams
are self-organized and self-managing. Agile coaching is therefore an important function for the
smooth running of Agile projects.
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Process Tailoring processes should add values to the project, all the Agile
processes can be tailored to fit the particular needs of a project
Team Motivation including support, team participation, ground rules and team
performance visibility
Summary
This piece of PMI-ACP Exam study notes describes the knowledge and skills required by Agile
team leaders to perform coaching and mentoring with a view to enhance the efficiency of the
Agile team and removing any roadblocks. Tools and techniques for Agile coaching are also
covered.
PMI-ACP Exam Study Notes for PMP
? PMI-ACP Study Notes - Agile Project Execution
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[PMI-ACP Exam Study Notes] After having obtained the project charter, the customer /
Product Owner and the team would be engaged in the planning for the Agile project. Agile
planning deals with project organization, planning, management, communications and
continuous management. Though it is often said that Agile projects emphasis on responding to
changes rather than planning, a right amount of planning is required for the projects to kick off
successful.
Stakeholder Identification
Stakeholders are anyone with an interest in the project (can be positive or negative).
For Agile projects, the project team and the customer are NOT considered as
stakeholders (in traditional project management and according to the PMBOK Guide,
stakeholders include the project team but not the project manager).
The customer / Product Owner would try to understand the needs (including
communication needs) of the stakeholders and bring their views into the project.
The stakeholder registry would include barely sufficient information about the
individual stakeholder groups support level, preferences, etc.
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Agile Planning
The accuracy of estimation will improve over time on a project in the form of Cone of
Uncertainty (25%-400% from the very beginning to within several percentage near
complete)
Agile Planning Artifacts and Meetings
The Product Vision Statement is developed by the Product Owner (with the
help of the team) as an elevator statement on the purpose of the product
The Product Roadmap tells the about the schedule and cost milestones an
overview of the planned releases of the project, the Product Roadmap will
change over time
Personas realistic depiction of likely users for the product, can be real or
fictitious
Wireframes as a sketch graphical presentation of how the requirements are
fulfilled, as a kind of requirement documentation
Release Plan responsible by the customer / Product Owner with the help of
project team in release planning to indicate the availability dates for features,
subject to changes depending on actual progress / change requests
Agile Planning Terms
Agile Themes a theme for an iteration for grouping similar functions to be
done in a batch, e.g. bug fix, reporting, etc.
Epic Story a large block of functionality (spanning several iterations) will
later be disaggregated into user stories for implementation
User Story taking the format of As a [role], I want [need] so that [business
value] to describe the requirements in real world scenarios, often written on
Story Cards
[INVEST] Independent, Negotiable (can be discussed on
implementation), Valuable, Estimatable (adequate info), Small, Testable
Story Maps an overview of how individual user stories are related to each
other
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Agile Estimation
Agile Estimation Concepts, Tools and Techniques
Relative Sizing traditional project management would estimate in terms of
money and time, but in Agile project relative sizing (e.g. story points) will be used
as Agile projects are more prone to changes and thus it is not meaningful to
estimate in exact units
Ideal Time a block of uninterrupted period to focus solely on the task without
distractions of others/tasks/routine, etc. for estimation (though not realistic in real
world)
Wideband Delphi Estimating allow discussion of details of the requirements
first and then each individual would try give an estimate for the user stories, etc.
with relative sizing, repeat until a consensus is reached
Planning Poker each members select from a deck of cards (with ?, 0, 1, 2, 3,
5 ) the story points for a user story, discuss to reach a consensus
Affinity Estimating assign a size (e.g. S, M, L, XL, XXL) to user stories
Summary
This piece of PMI-ACP Exam study notes describes the tools and techniques, artifacts and
concepts for Agile Planning and Estimation. Though Agile is often considered to be low on
planning, planning is very important for Agile projects and the actual Agile planning scattered
over the whole project duration.
PMI-ACP Exam Study Notes for PMP
? PMI-ACP Study Notes: Agile Methodologies for PMI-ACP ExamPMI-ACP Study Notes - Agile
Project Execution ?
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[PMI-ACP Exam Study Notes] The distinction between Agile Planning and Agile Project
Execution is not clear cut. In fact, for Agile projects, planning is interwoven into the project
execution following the plan-do-check-act cycles. Analysis and planning is performed for every
iteration and even every day of Agile life.
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Refactoring [for codes] re-organizes and simplifies the code without changing
the behavior
Osmotic communications takes up information through overhearing
communication between other members and participate if deemed relevant,
usually for co-located teams
Information radiators display of key info in a highly visible location for
communicating project progress
Agile Earned Value Management (EVM) make use of the velocity to
calculate planned value and actual story points completed for the current
iteration as the actual value
Incremental delivery by its nature, Agile project embraces incremental
delivery get working parts to end users as fast as possible
Kaizen a Japanese management philosophy of continuous checking and
improvement
Spikes a short experimental test to help decisions making, e.g. trying a new
technology for feasibility study
Stakeholder Management managing stakeholders and their expectations is
one of the core responsibilities of the Agile team
Agile artifacts
Product backlog responsible by the customer, the product backlog is a
complete prioritized listing of all features/user stories for the Agile project, the
priority is usually based on the perceived value by the customer
grooming add items based on new user stories and delete old items
[DEEP] Detailed appropriately, Estimable, Emergent, Prioritized
Risk-adjusted backlog usually the product backlog would need to be
re-prioritized based on risk analysis input from the team and stakeholders
and balance the risk vs value factor
risks are usually considered to be possible negative impacts
(though there are many possible positive impacts)
Iteration backlog responsible by the team, the iteration backlog contains tasks
for the iteration, tasks are allocated through self-organization
Burn-down charts show the tasks remaining (in story points, etc.) over the
project life
Burn-up charts show the tasks completed (in story points, etc.) over the
project life, better than burn-down charts as scope changes are clearly visible
Kanban boards a task board showing the progress of tasks through the
project processes, can be tailor-made to suit individual projects
a WIP limit (work-in-progress) would be enforced to ensure efficiency;
work-in-progress are tasks that have been started but not yet done
Cumulative flow diagrams a chart showing the state of all tasks through the
project processes; a widening band indicates some issues for the process that
may need intervention (e.g. root cause analysis, WIP limit, etc.)
Summary
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This piece of PMI-ACP Exam study notes describes the working of Agile projects, including the
daily stand-ups, iteration, iteration review and iteration retrospectives, etc. Tools and techniques
for working with Agile are also covered.
PMI-ACP Exam Study Notes for PMP
? PMI-ACP Study Notes - Agile PlanningPMI-ACP Study Notes - Agile Coaching ?
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[PMI-ACP Exam Study Notes] Project justification looks at how to determine whether a project
would be carried out or not while chartering is the formal begin of any projects. These processes
apply to both traditional waterfall project management and Agile project management.
Project Justification
The following are a number of concepts/terms used in evaluating a given project:
Value-based Prioritization when given a number of proposed projects, assign a
financial value in terms of money to every project and choose the one with the best
return
Present Value (PV) vs Net Present Value (NPV)
a dollar today worths more than a dollar tomorrow (owing to inflation, etc.)
Present Value (PV) indicates the actual value a project worth at present, the
larger the better
Net Present Value (NPV) is the PV minus the cost
Internal Rate of Return (IRR) express the projects projected return as an interest
rate (in %) based on the cost, the larger IRR the better
Return on Investment (ROI)
the return (expressed in percentage) based on the investment
(benefit cost) / benefit * 100%
the larger the better (note: the contesting projects need to have comparable
scope)
Compliance the project would be given high (if not top) priority if it is carried out to
meet regulatory requirements
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Chartering
If a GO is received for a project after the project justification process, the performing
organization needs to create a project charter through the chartering process.
Creating the charter is IMPORTANT and necessary even in Agile project environment
A charter is the formal document that authorize a project (names the project manager,
gives the resources and authority, etc.)
Summary
This piece of study notes on PMI-ACP Exam examines the very first steps in carrying out a
project in both Agile or traditional waterfall project management. The project benefit must be
evaluated using project justification techniques and the project charter must be created.
PMI-ACP Exam Study Notes for PMP
? PMI-ACP Study Notes: What is Agile?PMI-ACP Study Notes - The Agile Team ?
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Since Agile allows process tailoring, many of the Agile processes can be tailored to
suit the particular needs of a project environment. For many PMI-ACP questions, it
may seem that many answer choices of a question are feasible. Yet, one should
consider the answer choices according the general Agile principles and practices (i.e.
the plain-vanilla Agile processes) and select the answer that is the general
recommendation / practice.
PMI-ACP candidates should study the plain-vanilla Agile processes and practices and
cannot depend only on their actual working experience to answer the exam questions.
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[PMI-ACP exam study notes] Traditionally, project management follows the waterfall
approach, i.e. a project management plan is created at the very beginning to guide the project
to completion. Agile project management, which comes into being in the mid 1990s, represents
a shift in paradigm in the world of project management from following a plan to responding to
changes.
A methodology can be thought of a specific way to carry out a project in order to reach a
goal, it may include workflows, processes, deliverables, approval path, checklists and
policies, etc. A well-developed methodology is important to achieve project success in
an effective and efficient manner.
Agile can be considered as a family of project management methodologies, including
XP, Scrum and Lean, etc.
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Product Vision: describes the goals of the product and how the
goals align with corporate strategy
Product Roadmap: a high-level view of product features and release
schedule (in quarters)
Release Planning
Iteration Planning and
Daily Stand-up meetings.
Agile epic vs Agile theme
An Agile epic is a group of related user stories (a large user story is
usually broken down into smaller stories to minimize complexity and
reduce uncertainty), all the user stories of an epic must be finished
before release
An epic must be decomposed to a number of user stories small enough
to fit in iterations
An Agile theme is a top-level objective of the product / project
theme > many sub-themes > many epics > many user stories
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Stacey Diagram
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[PMI-ACP exam study notes] Agile Methodologies is a very important topic for the PMI-ACP
exam. Methodologies describe the ways how the project is to be carried out (unlike traditional
project management with plans to describe what to be carried out). This article briefly touches
upon the essences of different Agile methodologies.
XP (eXtreme Programming)
XP (eXtreme Programming) is currently one of the most popular Agile methods. XP is a
disciplined approach to delivering high-quality software quickly and continuously at very
short intervals (typically every 1-3 week). XP promotes responsiveness to changes, higher
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customer involvement, rapid feedback loops, continuous testing, continuous planning and close
teamwork. The name suggests that the beneficial elements of traditional programming practices
are taken to the extreme.
XP is based on 4 values and 12 supporting practices. The 4 values are: simplicity,
communication, feedback, and courage. The 12 supporting practices are: Planning Game,
Small Releases, Customer Acceptance Tests, Simple Design, Pair Programming, Test-Driven
Development, Refactoring, Continuous Integration, Collective Code Ownership, Coding
Standards, Metaphor and Sustainable Pace.
Scrum
Scrum is considered a lightweight management framework suitable for managing iterative and
incremental projects (including product development projects other than software). Scrum has
grown rapidly in the past few years and is fast becoming one of the most popular Agile
methods, especially among the software industry. Scrum is renowned for its simplicity, proven
success, productivity, and its flexibility to be used as a framework for various engineering
practices promoted by other Agile methodologies, i.e. Scrum Masters are allowed to select the
most suitable Agile practices to be brought under the Scrum framework. Scrum adopts an
empirical approach by accepting problems cannot be fully understood at the beginning and
must be continuously attended to along the project.
Crystal Family
The Crystal methodology is one of the most lightweight, adaptable approaches to software
development. Crystal is a family of methodologies including Crystal Clear, Crystal Yellow,
Crystal Orange, etc. The different methodologies in the Crystal family are differentiated
by factors like team size, system criticality and project priorities. The Crystal family allows a
tailored set of policies, practices and processes for individual projects in order to suit
the characteristics of the projects. Crystal methodologies emphases on the interaction between
people and processes.
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ASD embraces the principle of continuous adaptation of the processes to the project. It
consists of repeating series of speculate, collaborate and learn cycles. Characteristics of ASD
includes: mission focused, feature based, iterative, timeboxed, risk driven and change tolerant.
Kanban
Kanban is a scheduling system used in Lean and JIT (Just-in-time) production. When applied to
software development, kanban is a pull-based planning and execution method. For software
development teams, cards representing tasks to be done are kept on a Kanban Board which
is organized into columns and rows. The columns represent the status, i.e. from initial planning,
work-in-process through customer acceptance. The status can be tailored to find the project
context. The rows contain the tasks to be performed. Since Kanban focuses on maximizing
throughput, a limit would be set on the maximum tasks in the Work-in-Process (WIP) column to
avoid bottlenecks. Queues or inventories of work in any state are seen as waste. The WIP
limit allows the team to focus on optimizing the flow of work items through the work processes,
thereby achieving process optimization at a sustainable pace.
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and Kanban.
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[PMI-ACP Exam Study Notes] The Agile team differs greatly from traditional project teams in
terms of organization, management and decision making. This is an important topic for the PMIACP Exam. The characteristics of the Agile team is listed below.
Self-organization
Self-organizing teams are the foundation for Agile project management
traditional project management: top-down approach, follow instructions/planning from
managers, little or no input from the front-line staff
Agile project management: the problem is handed down to the project team to determine
what and how to do
in Agile projects, the project manager/Coach/ScrumMaster are there to facilitate the
team in times of dysfunction, e.g. conflicts are necessary for high performing teams, if
the team culture is too reluctant to enter into conflicts, the Coach should be the one to
introduce some conflicts
Self organization includes: team formation, work allocation (members are encouraged to
take up works beyond their expertise), self management, self correction and determining
how to work is considered done
all members of the team are collectively responsible for the success (or failure) of the
project, everyone is responsible for everything
Agile projects work best when the team members are seasoned, self-directed and highly
motivated
team members should be involved in the selection and interviewing of new members
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contribution and progress of individual members should be visible to all the team
work does not belong to a single member but the whole team
Colocation
the ideal co-located team should be all in the same room with all barriers (e.g. partitions)
removed to facilitate communication and collaboration while minimize distraction
team members as well as the customer should sit around a square/circular table facing
each other
members can hear and see each other to facilitate communication
colocation can avoid the formation of silos (expert groups focusing on single aspects of
the project, communication across different groups is very challenging)
make use of information radiators (e.g. charts/backlog lists/user stories posted on the
walls) and whiteboards
if physical colocation is not feasible, virtual colocation by making use of instant
messengers/video conferencing software is highly encouraged
Agile Tooling
use of Agile tooling (a class of tools, technologies and practices) should be made to
help building bonding and sense of belonging by encouraging communication,
participation and information sharing
high-tech Agile tooling: instant messengers, video conferencing, online Agile
project management tools
low-tech Agile tooling: recreational space, daily stand-up meetings, team
building activities
Empowered Team
the Agile team is given the power to self-direct and self-organize by making and
implementing decisions, including: work priority, time frames, etc.
the team may optionally given the power to add value to the customer and choose team
members
an important aspect of the empowered team is to have the customer/product owner colocating with the team
the best person to make the decision is the one whose hands are actually doing the
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work
factors needed: organizational buy-in, alignment with corporate goals, shared vision,
clear communication, customer involvement and team accountability
Ground Rules
ground rules are unwritten rules about the expectation of the project team members
including: work time, culture, language, rituals, etc.
Summary
This piece of PMI-ACP Exam study notes describes the characteristics of an Agile team which
include self-organization, colocation and empowerment. The Agile team is central to the
success of Agile project management.
PMI-ACP Exam Study Notes for PMP
? PMI-ACP Exam Study Notes Project JustificationPMI-ACP Study Notes: Agile
Methodologies for PMI-ACP Exam ?
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