Agile IT Special Interest Group Meeting 

Scaling Agile and Strategies to Manage WiP 
November 13, 2019 09:00 AM - 03:00 PM 
How can you effectively manage WiP and drive Agility across large enterprise-wide initiatives? 

More organizations are embracing and implementing the values found within the Agile manifesto as they realize the business value Agility can provide their organizations. As more and more teams move into iterative work models, tracking iteration progress and managing the flow of work, and especially coordination of work, becomes increasingly important and equally complex. The synchronization and management of work across large initiatives require a framework that is both robust and thorough, but also allows for flexibility and management of uncertainty in complex work products that have some degree of dependencies. A number of scaling frameworks like SAFe, LeSS, Nexus and DaD have been introduced accompanied with defined roles and a new lexicon to help organizations have a singular vision of how Agility should be scaled. While these frameworks have proven to be effective, the implementations have been unique at most organizations.

A closely related concept, and one that has a direct impact on scaling Agile is WiP (Work in Progress). Most organizations have struggled to effectively address and manage WiP. Addressing WiP can create a culture of “done” where issues around bottlenecks and resource limitations are quickly identified and resolved without creating downstream impact. However, implementing WiP limits and ensuring all teams adhere to them is more easily said than done.

The November 13 Agile IT Special Interest Group (SIG) meeting will address both Scaling Agile Frameworks, and best approaches to managing WiP. Please join your peers from across Wisconsin to share, explore and learn how to more effectively promote Agility within your own organization. This will be an exceptional networking and learning opportunity for Agile practitioners, coaches, team leads and also those IT leaders with responsibilities in program, product and platform management.

Agenda Items:
9:00 AM Opening Remarks and Plan for the Day
  Cavinda Caldera, UWEBC
9:15 AM Scaling Agile: A Comparison of Frameworks
  Randy Smith, Transformation Coach, ICON Agility Services
10:00 AM Case Study: Dean Health Plan
  Efrem Lirtzman, Agile Education & Quality Leader
Jenny Buckles, Sr. Release Train Engineer
Kel Koenig, Sr. Release Train Engineer
10:45 AM Break
11:00 AM Breakout Group Discussion - Session I (11:00am-11:45am)
  A. How to begin a SAFe rollout – Dave Higham, American Family Insurance
B. Complexities and risks associated with scaling Agile – Derek Burns, S.C. Johnson & Son, Inc.
C. Scaling framework adoption – what worked and what didn’t? – Chad Beier, Whiteboard Consulting
D. How to decide on the most suitable scaling framework – Jody McFarlane, American Family Insurance
E. How to effectively size stories – Julia Malcolm, SSM Health
F. Best practices with scaling frameworks – Jeff Bubolz, Humane Consulting
G. Planning and coordination in a scaled environment – Kel Koenig, SSM Health
H. Best ways to manage dependencies between teams – April Drucker, SSM Health
11:45 AM Lunch
12:30 PM Better Approaches to Managing WiP
  Peter Herzum, President, Herzum Group
1:15 PM Case Study: Entegral Approach to Scaling Agile
  Melissa Bright, Release Train Engineer
1:45 PM Breakout Group Discussion - Session II (1:45pm-2:30pm)
  A. Best ways to manage/limit work at the executive/portfolio level – Carrie Baumhover, Colony Brands, Inc.
B. How to show management that doing less at a time improves efficiency – Jessica Wentworth Wald, WPS Health Solutions
C. How to define and realize benefits of managing WiP – Dana Green, Group Health Cooperative of South Central Wisconsin
D. Best ways to visualize WiP – Andrea Andree, CUNA Mutual Group
E. The impact of organizational structure on WiP – Amanda Heintz, Schneider
F. Managing WiP when resources are not dedicated to a team – Tammi Haerterich, American Family Insurance
G. Managing workloads between PPMO and the Agile teams – Jeffrey Spreen, Alliant Energy
H. Effective ways to monitor/diagnose WiP – Konrad Hajdukiewicz, ModernOrg
2:30 PM Panel Discussion
3:00 PM Adjourn
Gordon Dining and Event Center, Second Floor 
Events Team, 608-262-1145, 
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