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Methodology

This page describes the development process used in the T&I Incubator. During the course of the GÉANT 4.GN4-3 project, the incubator runs Incubator will run a number of sequential cycles called "Activities". An activity cycle typically lasts 6 months. During such an activity cycle, an incubator activity team, or A-team, engages with a number of different topics, typically 2 to 3, in parallel. The incubator has 2 A-teams working in parallel. As such, the Incubator can work on 4 to 6 topics in parallel during a 6 month activity activity cycles, each typically last six months. The Incubator team is structured to work on a number of different activities in parallel during a cycle. The Incubator has two Activity Teams (A-Teams) that work on different activities. Both A-Teams work on a same number of activities during each cycle. The development process used for this engagement is a loose implementation of the Scrum development methodology, and the roles and also some terminology used in this document are borrowed from the Incubator development methodology refer to this Agile methodology.During the activity cycle framework. In line with these practices, the A-team uses Sprints too work on the topic. A Team works on the activities for each cycle in a series of sprints. Each sprint runs for 4 weeks. The Principe Investigator, or Magnum P.I., defines the work for a specific sprint, and its priorities. While the A-team itself is as stable as possible, a Mentor is a senior A-team member with specific expertise being brought in on a about four weeks, during which the A-Team focuses on a specific subset of tasks. 

During an activity cycle, various artifacts are used to collect and report on the work being done. The Activity Backlog holds all tasks which can be completed for the activity. The Sprint Backlog holds a selected set of tasks from the Activity Backlog, on which the A-Team works during a specific sprint.

Each Activity is assigned a Principle Investigator (PI) who defines the content of the Activity Backlog and its priorities. The A-Team per activity basis to support the A-team as a subject matter expert. The A-team supports the PI by providing feedback to the work items defined. The team also makes estimates of how much work specific workitems are so Activity Backlog, estimating how long specific tasks will take to complete. Based on this, the PI can decide priorities for each task in the Activity Backlog and plan each individual sprint backlog accordingly. In the spirit of the scrum methodology line with Scrum methodology, the A-team Team itself is responsible for planning of the work in a sprint, based on the prioritized PI’s prioritised list of the PI. During the activity, various artifacts are used to collect and report on the work being done. The Backlog holds all items the PI wants to work on. The PI may updatedupdate, change and (re)prioritize prioritise the Backlog backlog tasks at any given time, according to newly gained insights and priorities. The Sprint Backlog holds a selected set of Backlog items the A-team is working on for a specific sprint. The Sprint Backlog does not change over the course of a Sprint

A Mentor, i.e.a nominated senior A-Team member with specific expertise, is brought in on a per-activity basis to support the A-Team as a subject matter expert.

The Scrum methodology also includes a number of so called ceremoniesCeremonies, that is, meetings who all have with that serve a specific function.

Schematic overview of an Incubattor activity Image Removed

Below we describe the roles we use in the activity in more details, the structure of an activity, the artifacts we have in the activity and which ceremonies are part of the activity.

Roles and responsibilities

Principal Investigator / Product Owner (Magnum P.I.)

In the Incubator development methodology, the following meetings are defined and periodically take place: 

  • Activity Backlog Planning Meetings are held by the PI in collaboration with the A-Team to ensure that the tasks on the Activity Backlog are well described and understood. In addition the tasks are assigned a number of points to indicate the (relative) amount of work needed. This is done for both the stories and the epics. Estimating effort for epics is indicative, but should give a rough idea of how much work each one entails.
  • Sprint Planning Meetings, where the A-Team discusses the top tasks on the Activity Backlog and decides which ones to engage with in the upcoming sprint, and which are included in the Sprint Backlog. 
  • Sprint Retrospectives are held by the A-team to evaluate the processes of the past sprint and discuss improvements.
  • Sprint Demos  are open to a wider stakeholder audience. Their objective is to showcase the work done by the A-Team in the sprint that was just completed and allow the PI, Mentors, MIB and other stakeholders to learn about its results, ask questions and provide feedback. 

Figure 1 shows the various actors, artifacts and ceremonies in the Trust and Identity Incubator development process.

Image Added

Figure 1: Actors, artifacts and ceremonies in the Trust and Identity Incubator development process

Roles and Responsibilities

This section describes the roles and responsibilities of various actors in the context of planning and executing the sprints.

Principal Investigator (Magnum PI)

The Principal Investigator The Magnum is the person mainly responsible for defining the work and then prioritizing those work tasks. The PI is clear on the goals of the activity Activity and represents the stakeholders, e.g. the customer, market and organizations. 

Main Incubator Board (MIB)

This board consists of senior members of the trust and identity community. The board helps the PIs to (better) articulate community and NREN needs. They will evaluate the results of each Sprint and provide feedback to the activityor organisations. The PI is responsible for the Backlog and makes sure it is filled and the tasks are understood.

Activity Team (A-Team)

The members of the A-Team engage with tasks within an activity. A-Team members have various skills and expertise that are the ones doing the real work within the activity. A team is typically made up of people with various skills and different expertise.Scrum Master (SM)needed to fulfill the tasks for the Activity. The A-Team selects which tasks they work on from the Sprint Backlog, based on the amount of work involved and the priorities set by the PI.
During a sprint, the team work on tasks in the Sprint Backlog. The A-team demonstrates the results of a completed sprint in the Sprint Demo.

Scrum Master

The Scrum Master supports the an activity by facilitating task communication, organizing organising meetings and allocating resources. Their major The Master’s main task is to keep organizational overhead away from the team deal with any organisational overhead and resolve impediments, so that the A-Team is able and PI are free to focus on their actual work.

Mentor

...

The Mentor is an experienced advisor who helps Magnum the PI to plan the product and upcoming work by providing their technical knowledge and high-level view on the activity.

Activities

and provides subject matter expertise to the A-team.

Main Incubator Board (MIB)

Within the Incubator development process, the MIB replaces the Customer in Scrum terms. During the monthly Sprint Demo, A-Teams present the newly created product increment to the members of the MIB, among other participants. The MIB provides feedback to the teams and especially to the PIs to suggest product improvements within the next Sprint.

Activities

This section describes the ceremonies and artifacts in more detail.

Backlog Planning

...

The Scrum Master, Mentor (optional) and Magnum PI meet at the start of each sprint Sprint to discuss the remaining work to be achieved within the Incubator cyclean Activity. New work items tasks that were discovered will be added to the Activity Backlog as well as any remaining items tasks from the last Sprint .
Although it is fine to document future work, it should also be considered that it is possible to implement the backlog during the remaining timeBacklog. The combined set of tasks is then (re)prioritized.

Actors: MagnumPI, Scrum Master, (Mentor)
Input: Trello Template
Output: Activity Backlog (Trello)

Sprint Retrospective

...

and Planning

Before the A-Team prepares the next Sprint,  both the success stories and problems of the last Sprint are reviewed. These lessons learned are taken into account towards improving  the process, implementation and communication, which enables the team to continually strengthen their collaboration.

The Activity Backlog is used to prepare the Sprint Backlog. This is done by the A-Team in collaboration with the PI and the Scrum MasterThe Sprint Backlog prepared is summarized by the Scrum Master who provides the major action items of the next sprint to the A-Team, Mentor and Magnum. The purpose is to plan the activity work for the upcoming sprint.
It is necessary that each team member estimates The team jointly estimates how much work a specific task on the Activity Backlog will involve.
Each team member must estimate the amount of time she they will contribute to the activity during this the Sprint. Since internal, non-project-related tasks may reduce the average time one team members can contribute to the tasks, which is absolutely okmake available to an activity, it is import for the planning to provide a honest assessmentimportant that a realistic assessment of this is provided during planning.
The team evaluates the remaining Activity Backlog and assigns work items distributes  work tasks among the team according to the working time available for the Sprint.

Actors:PI, Mentor, Scrum Master, A-Team
Input: Activity Backlog, Estimated FTE, Feedback from MIB Sprint Demo
Output: Sprint Backlog (Trello) consisting of assigned action items tasks (Trello cards)

Implement

The A-Team implements the agreed agreed Sprint Backlog over the course of a Sprint.

Actors: A-Team
Input: Action items tasks (Trello cards)
Output: Result (e.g. Software Release, Concept, Business Plan, ...)

Weekly Standup Meeting

The team meets once a week for a short meeting to report work done, work for the next week and impediments. The Magnum should provide a short status report which can be provided to the SC.
Note: This meeting should be scheduled Thursday or Friday to discuss an entire calendar week. Furthermore, it should be done for all projects similarly to enable a project management meeting at the end of the day.

Actors: Scrum Master, MagnumPI, A-Team
Input: Trello cards
Output: Impediments, Project Status Report, Add dates to calendar in confluence

Sprint Demo

...

The team presents its A-Team (at least one representative) presents the Sprint results to the SC, which provides feedback MIB and any other stakeholders, who provide feedback to be potentially  used for the next Sprint. Software projects have to show a demo and business projects prepare some slides.
Note: The meeting should take The Sprint Demo takes place for all project activities at once. This could be combined with an “all-hands” meeting by which at least one representative of each project stays for the entire session. This way we keep the SC as well as the other projects informed. A Sprint Demo is a public event and is open to anybody.
From a project perspective, a Sprint Demo may be accompanied by an all-hands project team meeting (not open to public).

Actors: A-Team, Scrum Master, Steering CommitteeStakeholders
Input: Sprint Results (e.g. Software Release, Concept, Business Plan, ...)
Output: Feedback

Meeting Overview

...

Participants3hActivity 15

Meeting

Duration

Periodic

Scope

Time per Sprint

Participants
(optional)

Sprint Planning
including Sprint Retrospective

30 min / activity
30 min

Sprint

Activity2h

A-Team

PI., A-Team, Mentor, Scrum Master

Weekly Standup Meeting

30 min

Weekly

Activity

A-Team

A-Team, (Mentor), Scrum Master, (PI)

2h

Sprint Demo &  Review

10 min / activity

Sprint

Task

4h

PI, A-Team, MIB, Stakeholders

All-Hands Meeting

~8 Weeks

60 min

3 / Cycle

Task

PIs, A-Team, Scrum Master

Task