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How can you successfully transition from Waterfall to Agile in product engineering?

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If you are a product engineer who works with the Waterfall methodology, you might be wondering how to switch to Agile. Agile is a popular approach that emphasizes collaboration, feedback, and adaptation over rigid planning, documentation, and delivery. In this article, you will learn how to successfully transition from Waterfall to Agile in product engineering by following six steps.

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1 Assess your current situation

Before you jump into Agile, you need to understand your current state of affairs. How do you define your product vision, scope, and requirements? How do you communicate and coordinate with your stakeholders, customers, and team members? How do you manage your project schedule, budget, and quality? How do you measure your progress and success? By answering these questions, you can identify the gaps and challenges that you need to overcome to adopt Agile.

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Evelyn Rodríguez Velásquez

Agile Coach en Pacífico Seguros
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Además de evaluar la situación actual es importante definir el modelo de gobierno a aplicar (portfolios, foros, cadencia, métricas, accountability, etc.) y complementarlo con un correcto dise?o de gestión del cambio.

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2 Choose an Agile framework

There are many Agile frameworks that you can choose from, such as Scrum, Kanban, XP, or Lean. Each framework has its own principles, practices, roles, and artifacts that guide the product development process. You should research and compare the different frameworks and select the one that best suits your product goals, team size, and organizational culture. You can also customize or combine the frameworks to fit your specific needs.

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3 Train and coach your team

One of the most important aspects of Agile is the mindset and culture of the team. You need to train and coach your team members on the Agile values, principles, and practices that you have chosen. You should also explain the benefits and expectations of Agile, and address any concerns or resistance that they might have. You should also foster a collaborative and trusting environment where your team can self-organize, experiment, and learn from each other.

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Ashwini Bauskar

Director of Technical Program Management | Engineering Leadership | Agile Transformation | Saas products | FinTech | Payments, Loyalty, Risk and Fraud | Healthcare | IoT |
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For new Agile teams, it’s important to promote the benefits of the framework like: Agile allows creation of a working minimal viable product, with continuous iteration and improvement each sprint. This early feedback loop from stakeholders enables swift course corrections, rather than waiting until product development is complete. The focused sprint scope leads to higher software quality, faster time to market for a functional product increment and transparency in project progress.

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Irina Poghosyan

Product Owner at GrapeData | PRINCE2 Agile? Certified Project Manager | BTTC Bloomberg | MSc IBM Distinction | Gold Westminster Award | Best Capstone Performance Award
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Self-organisation is very important however teams expect to have a "coach" to guide them through the agile methodologies. Not everyone is well familiar of Agile culture. Therefore, do not expect teams to start working in agile without properly training and guiding them.

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Evelyn Rodríguez Velásquez

Agile Coach en Pacífico Seguros
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Para equipos nuevos es importante que la Agilidad se empiece por el "Hacer" través de los eventos, métricas y del impulso de la iteración de forma que los equipos se familiaricen con las prácticas ágiles. El siguiente paso será el pasar al "Ser" en el cual los valores del marco ágil ya están insertados en el equipo buscando constantemente generar entregas de valor temprano.

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4 Plan and execute in iterations

Instead of following a linear and sequential process, Agile uses an iterative and incremental approach. This means that you plan and execute your product development in short cycles, usually between one to four weeks. Each cycle, or iteration, delivers a potentially shippable product increment that adds value to the customer. You should also involve your stakeholders and customers in each iteration, and get their feedback and input to guide your next steps.

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5 Inspect and adapt continuously

Agile is not a one-time change, but a continuous improvement process. You should regularly inspect and adapt your product, your process, and your team performance. You can use various tools and techniques, such as retrospectives, reviews, demos, metrics, or surveys, to collect and analyze data and feedback. You should also act on the insights and recommendations that you generate, and implement the changes that will improve your product quality and customer satisfaction.

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6 Scale and sustain Agile

Once you have successfully transitioned from Waterfall to Agile in product engineering, you might want to scale and sustain Agile across your organization. You can do this by aligning your vision, strategy, and goals with the Agile principles, and creating a shared understanding and commitment among your leaders, managers, and employees. You should also establish a community of practice and a center of excellence that can support and mentor other teams and projects that want to adopt Agile.

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Evelyn Rodríguez Velásquez

Agile Coach en Pacífico Seguros
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Para escalar la metodología ágil es importante relevar previamente las cadenas de valor de las áreas internas y así poder dotar a los equipos de las capacidades end to end. Asimismo una buena práctica es federar conocimiento técnico hacia los equipos ágiles de forma que las prácticas más básicas y sencillas puedan ser realizadas por el mismo equipo generando menos dependencias de áreas externas y, por consecuencia, reducción del TTM.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Karthik P.

Software Delivery and operations Lead
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Understand why you want to be agile. Transition is for people not tools or processes. Is top management with agile? Start small, showcase and scale whether it is transition to agile or Devops model.

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Mark Vernon

Gold-Vision CRM | Managing Director | Integrate Sales & Marketing and drive revenue with CRM!
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Spend time to really understand why you are intending to transition into Agile and what are the key differences from waterfall. Ensure there is understanding and buy-in from senior leadership and especially from business functions that currently rely on a deadline driven waterfall approach. In general Agile will work for you if your business is accepting of an experimental feedback approach to working, flatter hierarchies, and team-based ownership.

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David Le

Duke MBA, Technology and Business Leader Delivering Top-Notch Impact. Software Product Development Manager @ Dayforce
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Need to get most people on board. Agile is good, but it should be flexible to meet the organization's needs. You may have to have a hybrid waterfall and Agile environment for a while.

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How can you successfully transition from Waterfall to Agile in product engineering?

1

2

3

4

5

6

7

1 Assess your current situation

2 Choose an Agile framework

3 Train and coach your team

4 Plan and execute in iterations

5 Inspect and adapt continuously

6 Scale and sustain Agile

7 Here’s what else to consider

Product Engineering

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How can you successfully transition from Waterfall to Agile in product engineering?

1

2

3

4

5

6

7

1 Assess your current situation

2 Choose an Agile framework

3 Train and coach your team

4 Plan and execute in iterations

5 Inspect and adapt continuously

6 Scale and sustain Agile

7 Here’s what else to consider

Product Engineering

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