Transitioning from Waterfall to Agile

  • Software Development Manager
  • Software Project Manager
  • Software Team Lead
  • Quality Assurance Specialist
  • Process Engineer
  • Software Developer or Tester
  • Software Project Customer
  • IT Director or Manager

Please contact us for information about prerequisites.

Expected Duration
3 day


Identify the challenges you will face when implementing an Agile method and plan for a successful transition from waterfall or other traditional software development approaches! This is your Agile method foundation course.

Agile software development methods represent a departure from traditional waterfall approaches in significant ways. Yet there are long standing and highly successful approaches from industry that historically support concepts of agility going back at least thirty years. Capturing a clear understanding of these concepts, you will be able to capitalize on them to gain the cooperation and acceptance of stakeholders who must approve and participate. There are significant benefits available with Agile methods that can address the high risks, unknowns, and uncertainties that beset contemporary projects. These complexities can best be addressed with a flexible and adaptable model that faces the problems and provides the tools to change the way work is done and address the issues head on.

In this course, you will experience several case study scenarios that typify the attributes of most projects in your organization, each providing a recognition point as you explore and discuss the hurdles to Agile. Learn to overcome these hurdles and interweave your traditional practices with Agility to develop the best software for your organization.

PBMOK and PMI are registered marks of the Project Management Institute, Inc.


1. Fundamentals of Agility

  • Agile Essentials
    • The Agile Manifesto
    • The Agile Lifecycle
    • Learning and Adaptation
    • Collaboration
    • Customer Focus
    • Self-Directed Teams
    • Lean Principles
    • Progressive Requirements Elaboration (PMI states that a project is a Progressive Elaboration!)
    • Incremental Delivery
    • Iterative Planning and Adaptation
    • Cost-Effective, Risk-Mitigation Strategy

2. Waterfall and Case Studies

  • Adaptive Planning
    • Waterfall practice
      • The project manager
      • Shielding developers & customers from each other
      • Building silos of responsibility
      • Documents as the primary means of communication
      • Lessons Learned at project end
    • Agile practice
      • The Agile coach
      • Team focused
      • Continuous collaboration
      • Face-to-face communication
      • Self-directed teams
      • Regular feedback and retrospectives
  • Requirements
    • Waterfall Practice
      • JAD Sessions
      • Q & A
      • All requirements documented and signed off before work begins
      • Changes to requirements downstream demand a top heavy Change Control Process
      • All requirements are a #1 priority
    • Agile Practice
      • Users describe what they need in “story” format (“user stories”)
      • The feature list is prioritized by the customer (product owner) in an overall product “backlog”
      • The highest priority features undergo detailed elaboration for the first product iteration

Key Agile Skills: Gemba visits and development of story cards

  • Scope Creep
    • Waterfall Practice
      • Changes from baseline must be assessed for timeline and dollar impacts
      • The change process must be documented in detail
      • Customer signoff is required
      • Change Control Board meeting is required to either accept or reject the change
    • Agile Practice
      • Change is welcomed as an expected consequence of Progressive Elaboration
      • Changes are added to the backlog resulting in a changed feature set prioritization
      • Adjustments in schedule as the team adapts to the new elements
      • The customer adjusts priorities as required by business needs, changes in the market, new regulations, etc.
  • Quality
    • Waterfall Practice
      • Developers perform Unit testing only
      • Code is thrown ‘over the wall’ for QA testing
      • System testing in a monolithic ‘QA Slam’ at the end of development
      • QA is responsible for quality
    • Agile Practice
      • Development, the customer, and QA collaborate
      • Product increments developed, tested, released to production standards
      • Everyone is responsible for quality
      • With each completed iteration, code from earlier iterations is tested regressively and multiple times, creating a very robust code set
      • Quality is designed into the product/process and not inspected in with final test cycle

Key Agile Practice: Strong Unit testing practice (Zero Quality Control and/or Test-Driven development)

  • Command and Control
    • Waterfall Practice
      • Project manager assigns work to the team
      • Command process is not collaborative
      • The project plan is ‘etched in stone’
      • Assumes project execution is linear
      • Top-down methodology usually followed
      • Variances are usually considered negative
    • Agile Practice
      • Self organizing team selects its own work
      • Project manager is a facilitator and a coach
      • Design evolves as more is understood about the project
      • Collaboration between the team and client results in higher productivity and ownership
      • Mistakes are tolerated as a necessary component of learning

Key Agile Practice and Skill: The daily standup

  • “Big Bangvs. Incremental Delivery
    • Waterfall Practice
      • Project generally proceeds with sequential analysis, requirements, design, coding, and test phases
      • Customer does not see a working product until close to the end of the test cycle
      • The Processes Change Averse: Discovery or missed requirements can cause delays and add significant dollars to the project budget
      • The entire feature set is worked as a single top priority element
      • Risk is generally managed by exception and handled as it occurs
    • Agile Practice
      • Highest priority features are developed first
      • Highest risk factors are addressed early in the project: concurrent engineering practices result in the best architectures and best overall design
      • Working elements of the product are delivered in measured increments: the customer sees and experiences the product growing before their eyes
      • Discovery and new requirements are merged with the existing product backlog; rework and delays are relatively small or insignificant

Key Agile Skills: Agile Risk Management and defining the project lifecycle as separate from the project management lifecycle

3. Transition Strategies

  • All or Nothing
  • Traction with Agility
  • Overcoming Resistance
    • Predictive planning
    • Command and control management
    • Reliance on corrective action to “fix” problems (Conformance to plan)
    • Agility is seen as “undisciplined”, weak on documentation, lightweight
    • Agility is nothing but “galloping scope creep”
    • Jobs may change or be eliminated
    • No desire to expose “bad wiring” and/or fix the broken processes
    • The WIIFM syndrome (what’s in it for me) and how to approach

4. Course Wrap-Up



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