Facilitating your process journey …
A Practical Approach to Defining Useful Measures Houston Texas Chapter of the IIBA Houston, TX August 7, 2008
Facilitating your process journey …
Agenda
Measurement and Analysis Process Overview Plan Measurement Perform Measurement Evaluate Measurement 8/5/2008
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Measurement Process Model Technical and Management Processes
Objectives and Issues
User Feedback Analysis Results
Core Measurement Activities Plan Measurement
Improvement Actions
8/5/2008
Measurement Plan New Issues
Evaluate Measurement
Perform Measurement Analysis Reports and Performance Measures
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Role of Measurement The purpose of measurement is to provide the proper objective information needed to make informed decisions that affect the business and/or project outcome
Aids early problem identification
Supports making informed decisions and justifying the decisions
Supports tracking of progress to achieve specific goals and objectives
Supports evaluating process and project performance
Enables effective communication of process and project performance results
Most effective when implemented in support of an organization’s business and technical objectives and when integrated with existing technical and management activities that define a project 8/5/2008
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Fundamental Measurement Principles - 1 1. Measurement and Analysis is a process
2. Information needs define the measurement objectives which in turn define the measures that support the information needs
3. Processes define the measures that support the measurement objectives 8/5/2008
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Fundamental Measurement Principles - 2 4. Processes are appropriately “instrumented” to allow data collection
5. Measures are analyzed to ensure that only necessary data are collected to address the measurement objectives
6. Measures are used to aid the decision making process 8/5/2008
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Fundamental Measurement Principles - 3 7. Analysis results are interpreted within the context of other information and data (integrated analysis)
8. Measurements provide objective information to facilitate effective communication
9. Measurement and Analysis techniques are applied to the Measurement and Analysis process 8/5/2008
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Measurement and Analysis Process Principle #1 Measurement and Analysis is a process
Technical and Management Processes
Objectives and Issues
Analysis Results
Core Measurement Activities Plan Measurement
Improvement Actions
8/5/2008
User Feedback
Measurement Plan New Issues
Evaluate Measurement
Perform Measurement Analysis Reports and Performance Measures
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Issue-Driven Measurement Principle #2 Information needs define the measurement objectives which in turn define the measures that support the information needs
Measures
8/5/2008
Information Needs
Objectives, Issues
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Measurement Framework Goals and Objectives
Corporate Focus
Performance Measures Senior Management
Customers Process Measures
Process Focus
A
B
C
Process Data
Measurement Repository •Estimates •Quality data •Peer Review data •Customer Satisfaction data •Etc.
Project /Product Focus Project 1
Project 2
Project 3
Project 4
Project / Product Data
Historical Measures 8/5/2008
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Measurement and the Process Process characteristics will drive: what can be measured how measures are generated and captured
Principle #3 Processes define the measures that support the measurement objectives
Measurement should be a by-product of process execution
Coding Activity
Example Base Measures 8/5/2008
1. lines of code 2. complexity
Testing Activity
1. # of defects found 2. defect type
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Agenda
Measurement and Analysis Process Overview Plan Measurement Perform Measurement Evaluate Measurement 8/5/2008
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Plan Measurement Identify and prioritize objectives/issues
Describe information needs and associated measurable concepts
Develop the measurement procedures to collect and organize the data
Build the measurement plan, integrating measurement into project processes
8/5/2008
Design the measures to address each information need
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Identify and Prioritize Objectives/Issues Each project and organization has unique information
needs When identifying issues, consider sources such as constraints and assumptions project or organization characteristics • domain, technology • people and skills • product features and acceptance criteria • cost, schedule, and milestones risks
past experience of the team 8/5/2008
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Describe the Information Need For each top rated objective or issue, describe the information need who needs to know what information in order to make what decision Results from measurement must be useable by the person or group (who) answer the need (know what information) enable the action (make what decision) Describe a measurable concept for each
need
what data might be used gathered and analyzed at what times reported in what ways
8/5/2008
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Example of a Common Information Need Issue: Project schedule appears to be very aggressive Information Needs: The Project Manager and team members need to regularly determine which tasks are late, to be able to make corrections in the plan. The Project Manager needs to know the cumulative effects of task slippage during design, code, and test, to know when a significant problem occurs. Collect and analyze data at a level of detail sufficient to identify and isolate problems.
8/5/2008
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Objectives and Information Needs Objective Requirements need to be managed better since volatile requirements are causing projects to fail.
Information Need
Measurable Concept
Example: The Project Manager needs to know the number of requirements changes that the project can handle without additional schedule or budget increases.
Example: At the end of the week, the Requirements Analyst reports to the Project Manager the current requirements stability, total and by type of change. The Project Manager investigates the requirements growth for the week and the month and modifies the plan as appropriate.
AS TEAMS, DEVELOP AN EXAMPLE INFORMATION NEED AND CONCEPT USING YOUR HANDOUT
8/5/2008
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Levels of a Measurement Construct Measurement construct captures a chosen approach identifies levels of measures that address the information need
Attribute Base Measure Derived Measure Indicator
one or more collections of Measures are used to build an Information Product
Information Product 8/5/2008
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Leverage Existing Systems Effort, Schedule, Plans, & Actuals
Measurement Repository
History, Skills
Estimation Tool
Effort/ Schedule Estimates
Sizing Estimates, Actuals, Characteristics
Status
Counts, Requirements Effort Management System Defects, Rework Defect Reporting System
Project Management System Milestones, Tasks, Assignments
Project ABC
Module and Change Size
Status Configuration Management System
Effort Actuals
Time Spent
Time Reporting System
Budget, Expenditures
Labor Costs
Financial System
Cost, Budget, & Actuals 8/5/2008
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What Can You Leverage? Tools
Available ?
Information Needs It Now Serves
Additional Needs it Might Serve
Estimation Models/Methods Requirements Management Time Reporting Project Management Cost Accounting Defect Tracking Code Counting and/or Code Analysis Configuration Management
Test Automation Others?
8/5/2008
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Integrate Measurement with the Process
Build into process documentation
Build necessary collection and analysis tools
Identify process owner for collection and analysis
Provide training
Use already established meetings and briefings to present and discuss results
Use Quality Assurance function to verify process is followed
Institutionalize collection, analysis, and use
Principle #4 Processes are appropriately “instrumented” to allow data collection 8/5/2008
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Agenda
Measurement and Analysis Process Overview Plan Measurement Perform Measurement Evaluate Measurement 8/5/2008
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Perform Measurement Collect and process base and derived measures
Make decisions and take action
Generate indicators
Analyze Data
These steps occur continuously throughout a project. 8/5/2008
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Key Concepts Data need to be captured as close to their creation point as possible
Raw data need to be verified before analysis
Indicators are the building blocks of analysis Analysis is an investigative activity - indicator generation should be flexible enough to satisfy known information needs and to dynamically uncover root causes of problems All analysis involves comparing plan/baseline/expected with actual results 8/5/2008
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Indicators At the reporting periods planned, generate and report
the indicators produce standard indicators on regular basis, as planned;
# of Units Completing Unit Test
special indicators as needed analyze indicators to localize problems identify new indicators that respond to new questions collect sets of related indicators
Unit Test Status 140 120 100 80 60 40 20 0
Plan Actual
Project Status Date Project: OLDMS 8/5/2008
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Date Prepared: 1 Oct 2009 25
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Analyze Data Analyze the indicators systematically, to assess the
status of known issues and to identify new issues Have the analysis done by someone independent of those who produce and use the data While doing the analysis identify problems assess problem impact forecast outcome
evaluate alternatives 8/5/2008
Principle #5 Measures are analyzed to ensure that only necessary data are collected to address the measurement objectives
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Integrated Analysis Example for the Information Need: Are we ready to deliver? Problem Report Status
800 600 400 200
Plan
0
Actual
Project Status Date
# of Units Completed
Project: OLDMS
Design Progress
140 120 100 80 60 40 20 0
Date Prepared: 1 Oct 2009
Plan Actual
Number of Problem Reports
Number of Requirements
Requirements Stability 700 600 500 400 300 200 100 0
Discovered Closed
Project Status Date
Project: OLDMS
Date Prepared: 1 Oct 2009
Principle #6 Measures are used to aid the decision making process
Project Status Date Project: OLDMS
8/5/2008
Date Prepared: 1 Oct 2009
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Reporting Results Use a systematic analysis process as the basis for
reporting results: identify problems assess problem impact forecast outcome evaluate alternatives
Principle #7 Analysis results are interpreted within the context of other information and data (integrated analysis)
Example:
Problem • Test planning not started • Development is slightly behind schedule with Component C • Staffing is below planned levels 8/5/2008
Impact • Test Plan - Medium • Development - Low • Staffing - High
Outcome
Alternatives
• Testing will be late or quality will suffer if planning doesn’t start in the next 2 weeks • If staffing lag continues or worsens, project will be late
• Shift Test Planning to Analysts • Test Component C last • Extend schedule • Limit staff’s nonproject-related commitments
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Make Decisions and Take Action Principle #8 Measurements provide objective understood by the decision makers information to facilitate effective communication Make results available openly, to all those affected The measurement results must be clearly
Action must be taken to realize any benefit from measurement Desired actions may not be possible - may have to optimize within existing
constraints Principle #9 Measurement and Analysis techniques are applied to the Measurement and Analysis process
8/5/2008
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Agenda
Measurement and Analysis Process Overview Plan Measurement Perform Measurement Evaluate Measurement 8/5/2008
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Evaluating Measurement Evaluate the measures
Evaluate the measurement process
Update the experience base
Identify and implement improvements
Like the products and processes it serves, the measurement process periodically needs review and analysis, too 8/5/2008
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Summary Planning Measurement
• identify key issues and information needs • specify measures that assist decision-making
Performing Measurement
• collect measures and verify the data • analyze the data and generate indicators • use the measurement results for decision-making
Evaluating Measurement
• review the products and process of measurement, to identify improvements
8/5/2008
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Questions
8/5/2008
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PPQC Services Consulting • • • •
CMMI Software Engineering Systems Engineering Process Improvement
Appraising • SCAMPI A, B, C • Gap Analysis
Training • • • • 8/5/2008
CMMI/Process Improvement Action Planning Workshops Measurement and Analysis Process Area Specific Training
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Contact Information Address:
Henry Schneider President/Senior Principal Consultant Process and Product Quality Consulting, LLC 2111 Heather Green Houston, TX USA 77062
Phone:
281-218-6682
E-mail:
[email protected]
Web Site:
www.ppqc.net
8/5/2008
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