Subject: Re: [NYCGA Internet] The case for an Agile approach to development at NYCGA and Occupy Wall Street.
From: "Dr.Ron Suarez" <>
Date: Fri, 21 Oct 2011 16:56:19 -0400

Dan, I knew Jeff Sutherland, when he created SCRUM in the 90's and I have been involved with Agile development for a couple of decades (since it started). I have also been part of the core group that launched v2.0 of the site. I did the initial configuration and setup of BuddyPress and hosted the test server for the first 10 or so days.

We have an amazing group of talented people, but getting a serious discussion of methodology is still a bit like herding cats!

I am looking to begin organizing education and training around issues like this and I'd love to have you participate. If you have not already done so, please volunteer at - Make sure to put "Agile" into your listed skills.


On Thu, Oct 20, 2011 at 8:29 PM, Dan Matthews <> wrote:
Hopefully there will be a chance for those participating in tonight's
meeting to read this prior to discussion.  Apologies for the wall of
text. If you don't have time to read the whole thing, please read the
first three paragraphs (after this one) and the last two. This was
originally written in an email last night to some of the core group.


What I observed when I attended the internet working group Tuesday
evening was far beyond what I had expected in terms of maturity and
organization. Opinions clashed and came together to outline the issues
at hand and propose technology solutions to challenges faced by NYCGA.
Like any good democracy, the process was slow, but almost everyone was

One of the clearest challenges I noticed is the lack of coordination
of the available development resources. I think Drew said it best when
he advised us new folks to keep bugging people until something to do
is given to us. The development industry has faced these challenges
many times before. In this document I will outline the agile
development approach, a solution that allows for quick and effective
deployment of technical skills once the action items are identified.

With the exception of the preceding paragraphs, what follows is a
modified version of a presentation I’ve given to a number of
individuals and organizations. I will let the process mostly speak for
itself. While you read, please keep in mind that agile is a
methodology and in no way restricts or controls what software is used
or built. Any project in any language can be developed and managed
using this method. My suggestion is that this be employed after the
democratic processes in place identify projects and functionality
desired. As I understand it there is already a large backlog of
project requests and offers of assistance. Should we decide to adopt
this strategy, I am happy to volunteer my time and expertise to
oversee the logistics and recruit/train project managers. I will also
be attending a major agile development conference in Boston on Nov 4th
at which I can recruit and help facilitate national adoption.

I look forward to your thoughts.

- Dan Matthews | | 917 720 3594

Agile development is an iterative process that focuses on producing
the highest value in the shortest period of time. Progress is measured
in the form of working software, is inspected often and adapts
quickly. It is a method best used when there is a lack of certainty
around what is valuable and how best to deliver it and / or there are
drastic changes expected in available resources (manpower and budget).
It focuses on revealing options for handling complex dependencies and
interconnectivity between teams and products of different sizes.

For the sake of clarity, here are some terms I will be using in the
rest of this document:

Customer – The specific team or group that requested the feature or

Team Members – The developers, designers and other technically skilled
people creating or implementing the product

Story – A short representation of a product feature to be produced.

Time Box – A block of time that does not change once set.

Iteration – A time box in which forward progress on producing a
product or products is accomplished, normally 1-4 weeks.

Principles on which Agile was founded

It’s About the People
• Build projects around motivated individuals. Give them the
environment and support they need and trust them to get the job done.
• Strive for the highest possible levels of collaboration.
• Self-organizing teams produce the best architectures, requirements
and designs.

• Aspects of the process that affect the outcome must be visible to
those managing the outcome.
• When someone inspecting a process believes that something is done,
it must be equivalent to his or her definition of done (no

• The process must be inspected frequently enough as to detect
unacceptable variances in the process.
• The frequency of inspection cannot impact the ability to meet
• Success is directly related to the skill and diligence of the people
inspecting the results.

• The inspector must alter the process or material being processed if
he or she finds that part of the process is outside acceptable limits
or will result in an unacceptable product.
• The adjustment must be made as quickly as possible to minimize
further deviation. Continuous attention to technical excellence and
good design enhances agility.

• The highest priority is to satisfy the customer throughout
• Frequent iterations ensure product quality early in the product
• Customer receives value as early as the completion of the first

Change is Good
• Requirement changes, even late in development, are welcome and
provide competitive advantage.
• Customers and developers work together, sometimes daily throughout
the project

• Maximize the amount of work NOT done.

The Process

Each team has a team lead / project manager, product owner, team
members and backlog of stories. Team members should be chosen with
cross-functionality in mind, meaning one team can perform the design,
coding and infrastructural requirements of the stories selected. The
product owner is a chosen by the customer(s) to be their
representative on the team and does not perform any development. The
team plans, sizes, manages and executes it’s own backlog.

Each project is comprised of multiple releases, each of which can
contain multiple iterations. Stories are started and completed inside
of a single iteration. The stories that are tackled first are chosen
based on value and priority.

The Customer’s Process

The customer is responsible for the vision of the project and
products. This is usually done with the support / moderation of a
project manager and is accomplished in two stages.

The first stage, project setup is where the team is built and the
customer’s vision is formulated. The individual goals or details are
not as important as the overall message. Teams members should be
trained, so that they can understand the process by which the project
will be developed. By the end of this stage, preliminary release
goals, feature lists and risks should be identified. This stage can be
done after a project has been started and will go quicker then normal
in this case.

The second stage is the product development. This relies heavily on
the whole team and should result in iterative development grouped into
meaningful product releases. During this and all future points in
time, the customer retains exclusive control over the release’s
content and objectives.

The Team’s Process

The team starts with a high-level conversation about feature
requirements, avoiding technical language. Feature requirements are
then broken up into stories that can be stated in the following

As a <type of user>
I want to be able to <some goal>
So that <some result>

(Flash cards work really well for this)

The product owner then places a priority on the story (the team
members usually have no say in this) and the team members give the
story a rough size estimate (the product owner has no say in this). It
is important that everyone on the team realizes that both priority and
size are expected to change throughout the project. The story is then
placed in the product backlog.  None of these steps need to be perfect
or complete for the story to be placed in the backlog, though each
story should describe something that provides value to the users of
the product.

Good stories follow the I.N.V.E.S.T. principle:


NOTE: Stories are used because they shift focus from written to verbal
communication. They avoid the need to put everything in writing up
front and are written in a way that anyone can understand. Their
brevity avoids implementation detail and technobabble before it is
necessary. Stories can be thought of as the promise of a future

Once the backlog has a decent number of stories in it, the first
iteration can be planned. Each iteration starts with a planning
meeting and ends with a retrospective meeting. Every story undertaken
in each iteration should be started and completed during that
iteration. A story is not considered complete until it has been
elaborated upon, designed, developed, tested and accepted by the
product owner.

The planning meeting begins by selecting the stories with the highest
priority to size ratio and prepping them for movement into the
iteration backlog by adding a short statement of completion. The team
members then identify tasks that will need to be completed within each
story and estimate each task in hours. Once the iteration time box is
full, no additional stories are added to the backlog.

Each story now reads as follows:

As a _______________
I want to be able to ________________
So that _________________

I will know this is done when <completion criteria>.

To implement this:
1) Task 1 (<N> hours)
2) Task 2 (<N> hours)
3) …

NOTE: It is important that iterations are not planned around specific
functional activities (ex. A design iteration, followed by a
development iteration, followed by a testing iteration, etc., etc.).

While the iteration is under way, stories should be worked until
completion and re-estimated daily with new tasks added as they are
discovered. The number of stories in progress should be kept to the
absolute minimum as to avoid incomplete stories at the end of the

Details about the stories emerge during the iteration, not during the
initial discussion periods. The product owner, and no one else, is
responsible for determining the acceptance criteria, a set of high-
level conditions the story must fulfill. The team members determine
the technical details of the implementation throughout the process.

During development, there is a short (15 minute or less) daily meeting
involving all of the team members, called a standup meeting. These
meetings serve as quick status updates for the team lead and address
the following questions with each team member (adjusted for time of

• What did I work on yesterday?
• What am I going to work on today?
• What are the obstacles / issues I have encountered?

The standup meetings are not for issue resolution. If someone else on
the team has a solution to a raised issue, they should connect with
the team member experiencing the issue after the standup as to not
hold everyone else on the team up. The product owner is usually not
involved in these meetings and is not allowed to comment on the
answers to the questions if he or she is. This is a status meeting

During the course of the iteration, a burn down chart is managed by
the team lead. This is a simple two-axis graph with hours on the
vertical axis and days on the horizontal. Each day, the graph is
updated by looking at the remaining hours of all incomplete tasks,
giving an instant snapshot of how on target the iteration is. Based on
the result of this chart, stories can be added or removed, but the
time of the iteration cannot be changed.

At the end of the iteration there is a retrospective meeting in which
the team evaluates their performance and presents their work to the
customer. Goals of the iteration are reviewed and feedback is invited.
The main goals of the retrospective are to improve accuracy in the
next iteration, update the product backlog and update the product
release plan. Each team member should address the following three

• What did we do well?
• What did we not do well?
• What are we going to improve in the next iteration?

Discussion among the team and the customer is actively encouraged
during this meeting. At the end of the retrospective, a new iteration

In Summary

Agile development focuses on producing a stable and functional product
in an unstable and uncertain environment. By focusing on the planning
instead of the specific plan, accuracy and precision can be improved
over time and a project can easily adapt to changing requirements.
Customers are free to manage the product while each team member
focuses on their area of expertise.

Dr Ron Suarez

President, Loud Feed, +1 415-935-1321

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