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Agile Programs
in 8 Steps

 
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Alexander Gilbert April, 2024
tl;dr—
This article outlines an effective Agile framework for managing tech programs, covering eight key steps from defining objectives to continuous improvement. It emphasises the importance of clear communication, stakeholder engagement, and iterative refinements in achieving operational excellence and driving successful outcomes.


In my previous article, I explored how Agile methodologies revolutionize project management by embracing flexibility and adaptability. This approach, initially crafted for software development, has proven its value in enhancing website and creative projects through rapid prototyping, user-centric design, and continuous improvement. Building on that foundation, this article delves into the broader landscape of program management methodologies, comparing and contrasting the main approaches. Among these, Agile stands out as the best choice for most cross-functional tech programs, offering the agility and collaboration needed to navigate the complexities of modern technology projects.

Agile Triumphs in Tech Program Management

Program management methodologies vary in their approaches and suitability for different types of programs. Waterfall is linear and well-structured but lacks flexibility, whereas Agile is iterative and adaptable, making it ideal for evolving projects. The PMI methodology offers a standardized framework with a focus on governance, while PRINCE2 provides a clear, process-based approach. Lean emphasizes efficiency and value creation, and Six Sigma targets quality improvement through data analysis.

For most cross-functional tech programs, Agile stands out as the best choice due to its flexibility, emphasis on collaboration, and ability to accommodate rapid changes in technology and market demands.

Detailed Kanban Board
An Overview:

The 8‑Step Program Management Framework

The Agile Path:
An 8‑Step Program Management Framework

As we delve into the heart of effective program management, now let's explore the Agile framework that underpins our approach.

The framework is structured around eight key steps, each of which plays a role in steering tech programs towards success. From the initial definition of objectives to the ongoing pursuit of continuous improvement, these steps provide a roadmap for navigating the complexities of modern tech projects. In the following sections, we'll break down each step, offering insights and practical advice to help program managers achieve operational excellence and deliver outstanding results.

Agile Teams: Navigating Challenges for Success

The first step in any successful tech program is to define the objectives and scope. This foundational phase sets the stage for all subsequent activities and ensures that everyone involved has a clear understanding of the program's purpose and boundaries.


Always Start with 'Why?'

At the heart of any tech program lies a purpose - a reason that drives the initiative forward. However, it's not uncommon for this purpose to be vaguely defined or, at times, completely overlooked. This is where we begin by asking the fundamental question: "Why?" Understanding the 'why' behind the program provides a guiding light, a North Star, that aligns the efforts of the team and the program manager. It serves as a constant reminder of the ultimate goal and ensures that every decision made and every action taken is in service of that purpose. By starting with 'why,' we establish a clear direction and a sense of meaning that fuels motivation and fosters a sense of ownership among team members.

Setting Actionable Goals

Once the purpose is clearly defined, the next step is to translate this overarching vision into specific, actionable goals. These goals should be SMART: Specific, Measurable, Achievable, Relevant, and Time-bound. This stage is crucial because it bridges the gap between a broad mission and tangible outcomes. By setting clear goals, we create a roadmap for the program, providing a framework for decision-making and prioritizing tasks. Moreover, well-defined goals serve as benchmarks for measuring progress and success, keeping the team focused and motivated. They also facilitate clear communication, ensuring that all stakeholders have a shared understanding of what the program aims to achieve.

Defining the Scope

With the purpose and goals in place, the next crucial step is to define the scope of the program. The scope outlines the boundaries of the program, detailing what will be included and, just as importantly, what will not. This clarity is essential for several reasons. Firstly, it prevents scope creep, where additional tasks and features gradually expand the program beyond its original intent, leading to delays and resource overruns. Secondly, a well-defined scope helps manage stakeholder expectations, ensuring that everyone understands the limits of the program. Lastly, it enables effective resource allocation, as the team can focus their efforts and resources on the tasks that fall within the scope, avoiding distractions and inefficiencies. By clearly defining the scope, the program manager sets the stage for a focused and efficient execution of the program, laying the groundwork for success.

Agile Teams: Navigating Challenges for Success

The second step in program management is stakeholder analysis and engagement. This phase is critical for ensuring that the interests and needs of all parties involved are considered and addressed throughout the program.


Identify Stakeholders

The first task in this step is to identify the stakeholders. These are individuals, groups, or organizations that have a vested interest in the program, either because they will be affected by its outcomes or because they have the power to influence its direction. Stakeholders can range from internal team members and executives to external partners, customers, and regulatory bodies. Identifying stakeholders is crucial for several reasons. It helps the program manager understand the broader impact of the program, anticipate potential challenges, and build a coalition of support. Moreover, it ensures that no critical perspectives are overlooked, which can be vital for the program's success and acceptance.

Understand Needs and Expectations

Once stakeholders are identified, the next step is to understand their needs and expectations. This involves engaging with stakeholders to gather their insights, concerns, and aspirations regarding the program. Understanding stakeholder needs is essential for several reasons. Firstly, it helps align the program's objectives with the interests of those it affects, increasing the likelihood of stakeholder buy-in and support. Secondly, it allows the program manager to anticipate and manage potential conflicts or resistance. Lastly, it provides valuable insights that can inform decision-making and strategy development, ensuring that the program delivers value to all parties involved.

Begin the Communications Plan

With a clear understanding of stakeholders and their needs, the program manager can then begin developing a communications plan. This plan outlines how, when, and through what channels the program will communicate with stakeholders. It should include regular updates on progress, challenges, and changes, as well as mechanisms for feedback and engagement. A well-crafted communications plan is vital for several reasons. It ensures transparency, keeping stakeholders informed and involved in the program. It also helps build trust and credibility, as stakeholders feel their voices are heard and their concerns are addressed. Additionally, effective communication can facilitate collaboration and support, as stakeholders are more likely to contribute to a program they feel connected to. By starting the communications plan early, the program manager lays the foundation for open, constructive, and continuous dialogue throughout the program's lifecycle.

Agile Teams: Navigating Challenges for Success

Program planning lays the groundwork for the successful execution and completion of the program. It involves setting out a clear path forward and ensuring that all necessary resources are in place.


Develop a Roadmap

Developing a roadmap is the first task in program planning. This roadmap outlines the major milestones and deliverables that the program aims to achieve. It serves as a visual representation of the program's timeline, helping to organize and sequence activities. A well-defined roadmap provides a sense of direction and helps keep the team aligned and focused on the program's objectives. It also serves as a tool for tracking progress and communicating the program's status to stakeholders.

Resource Allocation

Once the roadmap is in place, the next step is resource allocation. This involves identifying and assigning the necessary resources, including people, budget, and tools, to various tasks and activities. Effective resource allocation ensures that the program has the right mix of skills and capabilities to achieve its goals. It also helps in optimizing the use of resources, minimizing waste, and ensuring that critical tasks have the necessary support to succeed.

Risk Management

Risk management is a vital component of program planning. It involves identifying potential risks that could impact the program and developing mitigation strategies to address them. By proactively managing risks, the program can avoid or minimize disruptions and ensure smoother execution. Effective risk management also provides reassurance to stakeholders that potential challenges are being addressed, which can help in maintaining their support and confidence in the program.

Finalise the Communications Plan

The final step in program planning is to finalise the communications plan. This involves refining the plan developed during the stakeholder analysis and engagement phase, ensuring that it is aligned with the program's roadmap and objectives. The communications plan should detail how updates and information will be shared with stakeholders throughout the program's lifecycle. Finalising the communications plan is crucial for ensuring that all parties remain informed, engaged, and aligned with the program's goals.

Agile Teams: Navigating Challenges for Success

Building the right team is essential for the success of any tech program. It involves bringing together individuals with the right skills, experience, and attitudes to work towards the program's objectives.


Assemble a Skilled Team

The first step in building a team is to assemble a group of skilled individuals. This involves identifying the specific skills and expertise required for the program and selecting team members who possess these qualities. A skilled team is the foundation of a successful program, as it ensures that the necessary capabilities are in place to tackle the program's challenges and achieve its goals.

Define Roles and Responsibilities

Once the team is assembled, the next step is to define the roles and responsibilities of each team member. This involves clarifying what is expected of each individual and how their contributions fit into the overall program. Clear definitions of roles and responsibilities help in avoiding confusion and overlapping efforts, ensuring that everyone knows what they need to do and how they can contribute to the program's success.

Foster Team Collaboration

The final step in building a team is to foster collaboration among team members. This involves creating an environment where team members can work together effectively, share ideas, and support each other. Collaboration is key to harnessing the collective strengths of the team, enabling them to tackle complex challenges and drive the program forward. Fostering team collaboration ensures that the team operates as a cohesive unit, maximizing their potential and contributing to the program's overall success.

Agile Teams: Navigating Challenges for Success

Executing and monitoring the program involves putting the plan into action and ensuring that it stays on track towards achieving its objectives. This phase is critical for the successful delivery of the program.


Launch Initiatives

The first step in execution is to launch the initiatives outlined in the program plan. This involves starting the activities and tasks necessary to achieve the program's milestones and deliverables. Launching initiatives requires effective coordination and communication to ensure that all team members are aligned and ready to move forward. It marks the transition from planning to action, setting the program in motion towards its goals.

Monitoring and Control

Once the initiatives are underway, the next step is monitoring and control. This involves regularly tracking the progress of the program against its goals, timelines, and budget. Monitoring and control are essential for identifying any deviations from the plan and implementing corrective actions to steer the program back on course. It ensures that the program remains aligned with its objectives and can adapt to any changes or challenges that arise.

Quality Management

The final step in this phase is quality management. This involves ensuring that the program's deliverables meet the required quality standards and satisfy the stakeholders' expectations. Quality management is an ongoing process that involves regular reviews and assessments of the program's outputs. By maintaining a focus on quality, the program can deliver value and achieve its intended outcomes, ultimately contributing to its success.

Agile Teams: Navigating Challenges for Success

Effective stakeholder communication and reporting ensure transparency and that all parties are informed about the program's progress and any changes that occur.


Regular Updates

Regular updates are crucial for keeping stakeholders engaged and informed. This involves scheduling and conducting regular status meetings, stand-ups, and check-ins to share progress, challenges, and any adjustments to the plan. Regular updates help ensure alignment and transparency across the organization, allowing stakeholders to stay up-to-date on the program's developments and contribute their input when necessary.

Transparent Reporting

Transparent reporting is key to building trust and confidence among stakeholders. This involves using data and analytics to provide clear and accurate reporting on the program's status, performance, and outcomes. Dashboards are an effective tool for transparent reporting, as they offer a visual representation of key metrics and allow stakeholders to quickly access the information they need. Ensuring that everyone from individual contributors (ICs) to the CEO has access to relevant data is crucial for informed decision-making and accountability at all levels of the organization.

Agile Teams: Navigating Challenges for Success

Program closure is the phase where the program is formally concluded, its success is evaluated, learnings are documented, and achievements are celebrated.


Evaluate Success

Evaluating success is the first step in program closure. This involves assessing how well the program met its objectives and delivered on its promises. It's an opportunity to reflect on the program's impact and determine whether it achieved the desired outcomes. Evaluating success helps in understanding the program's effectiveness and provides insights for future initiatives.

Document Learnings

Documenting learnings is an essential part of program closure. This involves capturing the lessons learned throughout the program, including successes, challenges, and areas for improvement. These learnings can be used to inform future programs and help avoid repeating past mistakes. Documenting learnings is a valuable exercise for continuous improvement and knowledge sharing within the organization.

Celebrate Achievements

Celebrating achievements is the final step in program closure. It's important to recognize and acknowledge the hard work and accomplishments of the team and stakeholders. Celebrating achievements helps boost morale, foster a sense of pride, and reinforces the value of the program. It's a way to formally close the program on a positive note and express gratitude to everyone involved.

Agile Teams: Navigating Challenges for Success

Continuous improvement is an ongoing process aimed at enhancing the program's processes and outcomes, striving for operational excellence.


Feedback Loop

Establishing a feedback loop is crucial for continuous improvement. This involves regularly soliciting feedback from stakeholders and team members to gather insights and suggestions for enhancing the program. By actively listening to feedback and acting on it, the program can adapt and evolve to meet changing needs and expectations. A well-maintained feedback loop ensures that the program remains responsive and relevant, fostering a culture of openness and learning.

Iterative Improvements

Iterative improvements are the essence of continuous improvement. This approach involves making small, incremental changes to processes and practices based on the feedback received and lessons learned. By continually refining and optimizing the program, it can achieve higher levels of efficiency and effectiveness. Striving for operational excellence through iterative improvements ensures that the program not only meets its current objectives but also becomes better equipped to handle future challenges and opportunities.

In summary, this article has provided a comprehensive overview of an Agile framework for managing tech programs, highlighting the significance of each of the eight key steps. From defining objectives and engaging stakeholders to executing the programme and embracing continuous improvement, it is clear that success hinges on clear communication, effective collaboration, and a commitment to iterative refinement. By adhering to these principles, programme managers can navigate the complexities of tech projects, ensuring alignment with organisational goals and achieving operational excellence.

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Agile Beyond Software

A dynamic and results-oriented Program Manager with extensive experience in driving high-profile, cross- functional programs within the digital marketing and technology sectors.

Proven track record of leading multiple projects and teams across diverse organizations, delivering on commitments with a strategic and proactive approach.

Skilled in navigating ambiguity, adapting to changing priorities, and fostering collaboration to achieve program objectives. Strong background in agency and internal marketing department settings, with a focus on digital initiatives such as website and content migration. Expertise in streamlining processes, mentoring program managers, and bringing order to complex environments.

Certifications
AgilePM® / PRINCE2® Project Manager

University of Westminster, 2016

Education
MSc. International Fashion Retailing – Business Process Improvement
  • University of Manchester, UK
  • Distinction, 2012
  • Master's Thesis:
    An Empirical Investigation into Burberry's Customer Experience Strategy
BA(Hons) German & European Studies
  • Manchester Metropolitan University, UK
  • 2-1, 2011
Experience
Okta
  • Senior Program Manager, PMO
Meta
  • Senior Project Manager
YouTube
  • Program Manager
Walmart E-Commerce
  • Producer
Third & Grove
  • Project Manager
Apple
  • Web Producer
Burberry
  • Digital Content Coordinator