So today started out with a bus ride from the hotel to the Savannah International Trade and Convention Center rather than the expected ferry ride over the river.  A container ship in the port managed to get damaged and leaked fuel into the Savannah River on Sunday immediately closing the river to non-clean-up traffic, including the otherwise convenient cross-river ferry.

Be that as it may, the bus ride gave me an opportunity to connect with Michele Moss from Booz-Allen, Hamilton.  A kindred spirit in things related to "the future of process".  She and I had plans to meet anyway some time today to discuss ideas about "bringing ‘younger people’ into the field" and a related topic, addressing modern-day issues such as cyber, agile and value as these concerns are manifested in processes and process improvement.

First order of the day after registration was to co-create what I perceived as a rather successful (and well-attended) tutorial with Judah Mogilensky on a tailoring for SCAMPI appraisals that increases efficiency, collaboration, and reduces time and cost, we called "One-Stop Shopping".  Immediately following, Michele and I met with Bob Rosenstein, the events and conferences manager at SEI.  David Anderson, just arriving to the venue, was a very beneficial addition to the discussion, conveying his experience with creating communities and conferences specific to a community such as his LSSC.  Dana Hanzlik and Danny Pipitone from SEI’s PR group also sat in on the conversation.  About the only definitive expectation to come out of this meeting (other than our commitment to come to the retrospective with with data from the Peer-to-Peer), was that SEI will be open to more closely tying into other gatherings.  Not bad since we had no expectations going in, and, even if we had, it wouldn’t have been reasonable to have expected any commitments.

Much came up in just under an hour with Bob.  We’re planning to include bits of this topic in our end-of-conference committee retrospective on Thursday.  Part of what will feed into that retrospective will be a Peer-to-Peer session on Wednesday afternoon that Michele and I will be co-creating and was planned with David’s help.  Our Peer-to-Peer is being billed as, "Where do we go from here? Value, Agile, Cyber, and all things Future Processes."

The mind-map of the problem-space was really intriguing.  This will not be an easy matter.

After a conference lunch with David and Michele, we split up and I attended the invitation-only advanced overview of the changes to "high maturity" to CMMI v1.3.  Good stuff, really.  Way too geek for here.

After getting as much as I cared to get from the high maturity campfire (which coincided with the moment I sensed my lunch moved far enough down my digestive tract to make room (literally) for a run) I decided to go back to my hotel to squeeze a run in before the evening gorge-fest that includes the opening of the trade-show floor, a board meeting, and later, a surprise opportunity to attend a special reception, all of which were to include food (and in order of continually improving quality at that).

Before I could get back across the river, I nabbed an opportunity to comment on a frequent occurrence here, on the Savannah River:

Several lovely hours later of socializing (albeit, mostly work-related) I’m back at the room planning my day ahead.

Despite half the attendance from 2008, the sessions were of very high quality and the size of crowd really facilitated an intimate setting to network, eat more than one meal with old and new friends and to have serious conversations about process improvement and the direction of SEI and its Partner network.

While it’s not an entirely fresh thought, it really hit home for me the extent to which conferences — and other concentrated spans of time, in general — have the ability to shake loose new ideas. This conference, sometimes (I admit) unlike other events, I really spent an enormous amount of time and energy reflecting on all-things-process including my own work and company, collaborations, CMMI and other SEI products, and the SEI itself at a strategic level.

It’s clear that when you spend that much time on learning, studying and inspection of ideas, the constant barrage of collisions and connections, that all sorts of (typically good) things can come of it. Really, I suspect that these not-so-obvious benefits all-too-often go under-appreciated, and under-utilized as secondary and tertiary returns of getting the most from attending conferences and of sending people to conferences. For my time (and money), these events have the potential to be far more value than mere training and seminars. And, this year’s, SEPG-Europe really made me appreciate that.

The only event on Monday was a workshop on CMMI for Services which included several spirited discussions about model content and applications. An idea-generating session was conducted for how to address qualifications, continuing education, and related credentialing, for qualifying Partners to teach a new training class I’m helping develop in my role as an SEI Visiting Scientist. This discussion warmed up to even higher heart rates. (In a good way.)

Tuesday was the official tutorials day. My CMMI Crash Course could have gone better — I was dreadfully under the weather from something I ate the night before. I also had it confirmed for me that the European crowd of novices is very different on many levels than American, British and other cultures. I couldn’t get people to participate even with (mock) threats and jokes. They simply wouldn’t open up. While they would ask questions at times, if I asked a question, they’d wait for me to answer it — even when prompted them to answer. It came across as though one Danish student had more courage and better answers than the room full of working professionals.

While having the best of intentions to attend afternoon tutorials, I found myself back in bed, skipping lunch and dinner and only emerging once or twice to grab something to drink to stave off dehydration.

The exhibit area opened Tuesday evening, and I showed up with my shirt hanging out, no jacket or socks and looking very much like someone dragged me outside in the rain, hastily dried me off, then stuffed me into well-worn clothes. But, by the evening I was feeling better. Good enough to go down to the adjacent mall to buy 2 bottles of PowerAde. Once of which didn’t even survive to see me emerge back out from the mall.

Wednesday, Thursday and Friday were the main conference days. Each one filled with excellent content. (You can download highlights here.) A former client of mine, Kevin Williams started my Wednesday day off with superb content on his (former) company’s CMMI journey complete with metrics, examples, and lessons learned. It was a genuinely rich and rewarding example for how small and agile organizations can stay agile, use CMMI to benefit their work and get a desired rating. Kevin reported that despite having left the company and not having been replaced, the processes put in place under his leadership are still in use.

His session would have been better attended (by more people who really needed the information) had it not been for a slight oversight that left the word “Agile” out of his presentation and abstract. As a result, Kevin’s 40-minute slot was opposite the start of a half-day tutorial on agile and CMMI from Tim Kasse who really put agile and CMMI under the engineering microscope — at least while I sat in on the 2nd half of it, so I assume the earlier half was as hard-hitting.

It was hard to tear myself away from the excellent networking to get back into sessions throughout the week. Then, once I got back inside, there were other obligations keeping me from staying. For example, to go “play expert” for an “Ask the Experts” break-out, I had to bail out half way through Michael West’s insightful work and thoughtful mini-tutorial (complete with hands-on exercises) on process design and communication.

The first keynote speakers started Thursday, but afterwards, the highlight of my Thursday sessions was John Hamilton’s talk on complex process concepts for absolute beginners. He was highly energetic, entertaining, and very crammed full of excellent advice. I’m “borrowing” several turns of phrase from him — which is only fair considering he borrowed a number of ideas (and words) from me. Fair trade. (Be flattered, John, I am!) ((John actually asked me about his use of the ideas at his company’s recent conference — where I also spoke.)) I believe it’s from John that I tweeted about where the real improvement begins.

Friday. Ah, Friday. The way Friday got started was surely a sign of good tidings. Tony Devlin’s keynote was simply inspiring. My tweets (also) from it don’t even tell the half of it. Talk about true maturity. Do they *get* this stuff or what?! I can’t even bring myself to write about it out of fear of not having time to sleep tonight once I start. I expressed my thanks afterwards and expressed a request for learning from them and extended an open offer to answer questions from my experience in return. He graciously provided me with his email address and said he’d bare all. Then to have had lunch with him was a real treat. I was already eating with 2 SEI personnel (including Mike Philips the program manager for CMMI), and with one open space, Tony asked to join in. After making a fool of myself over light banter — in which I forgot an actor’s name, thereby forgetting his nationality, and only remembering that he portrayed an Irishman in a movie, causing me to think he was Irish, only to be admonished for confusing Irishmen with Scots when someone recalled the actor for me — we got back to discussing his experience and solidified our intent to exchange information.

Friday was no where nearly done. A session on multi-model collaboration by Kobi Vider-Picker was incredibly well-researched and his audience was full and attentive. He basically laid-out how well the CMMI suite can handle dozens of standards, guides, regulations, etc. I understand he doesn’t need to sleep or eat much. It must be how he finds the time between all his work to do such thorough research. The next session was by Malte Foegen, the tweet from that session set off a chain-reaction of re-tweets. Probably my longest ever.

Lastly, my mini-tutorial based on the SEI Technical Note probably had about a third of the entire attendee roster. Of course, by 4pm on Friday, nearly the entire roster had already started out for the airport. By this point, people were more open to volunteering discussion. Nonetheless, I was struck by how deeply ingrained certain ideas about CMMI (and Agile) have been etched. Despite months of promoting the subject since the publication (years prior to that online); despite the availability of the Crash Course, and other sessions from other events, despite all the presentations throughout this and other SEPG events, and for many, having sat through the Crash Course just days before . . . some misperceptions about CMMI and Agile (such as how certain practices “must” be done, or what constitutes “evidence”, or that process definition is process “restriction”) just are almost too hard to give up.

There is work ahead still.

I’m on it.

San Jose, CA. Day started (for me) @ 4:45am PDT (which my body believed to be 7:45am) with a work out, some email and chat, quick breakfast, and a teleconference with a prospective client. I arrived to the conference hall just as Dr. Paul Nielsen, CEO of SEI was introducing the first keynote, Scott Cook co-founder of Intuit Inc. (now chairman of the company’s Executive Committee of the Board).

Impressive start-up story, but more impressive is their use and integration of TSP and Agile (Scrum).

He also told the old story about Chevrolet and Toyota in which Toyota ran a Chevrolet factory in this area using their production system keeping Chevrolet’s UAW employees. Resulting in turning the worst plant in the company into the best Chevy plant in the entire company. Anyway, he probably spent too much time on that story. Unfortunately, too many people in these circles aren’t professionals in process improvement to know that story — which is now part of the process improvement lore.

Though he summarized TPS in an interesting way, saying that it’s a process for rapid experimentation. I can see how he’d come to that conclusion considering the emphasis with TPS on Kaizen. He also spoke about the lack of process improvement in businesses who would desperately need it, like hospitals today in the USA. (I should note that UPMC is an exception in leading the way. Get with it everyone else!)

Jim Bampos, VP of Quality at EMC spoke as the next keynote. Turns out he was a toy tester for Milton Bradley when he was in kindergarten. Spoke about leveraging processes and process improvement to facilitate their Total Customer Experience (“TCE”) program. The way I’d say the same thing — to my clients, not to correct Jim — is that it’s necessary to connect process effort to business values and goals. Nice. Jim was up-front that they have no interest in CMMI appraisals, and he didn’t know the CMMI appraisal lingo, which made the sincerity of their effort that much more obvious. He mentioned that after several months of process improvement effort and measurement, that despite having great data, it still didn’t connect to their “TCE”. Very poignant!

Very refreshing keynote in that he was brutally honest about quality and findings of their investigation into what drives customer experience and loyalty. They take process so seriously that they tie improvement to metrics, goals and bonuses…. FROM THE CEO on down! NOT process compliance or some crap like that, but their actual demonstrable process performance measures tied to money as a function of whether it supports their corporate goals — which are laser-focused on customer experience. EMC is looking to implement all three CMMI constellations. For good measure, he spoke about the fact that they’re using agile practices all over the place.

Who’s “pushing” them to do all this? NO ONE OTHER than themselves. Almost makes me want to work there. Almost.

In all, really great keynotes. Each SEPG conference should be so lucky.

Next up: CMMI or Agile: Why Not Embrace Both! Being led by Mike Konrad. Jeff Dalton, David and I joined Mike on stage. We stood because there weren’t enough seats for the audience and the union wouldn’t allow us to bring any more seats into the room due to capacity concerns. (In fact, a guy stood outside the room to prevent people from coming in. One such person blocked out was Alistair Cockburn, whom I went out to drag in despite the protests of the bouncer dude.) Mike reprised a presentation he’d done elsewhere summarizing the main points of our paper and adding some new material making a case for process discipline in a couple of engineering-related process areas of interest. The slide, here, is an idea David and I intend to “borrow” from, depicting, manifesto style, concepts we value from CMMI compared to other concepts possible from CMMI we value less.

Last for me for the day was an interesting perspective on CMMI and Innovation. Presenters’ positions are that CMM started as something that would help organizations take revolutionary steps in innovative improvements as well as evolutionary steps and that while the model still can support this, use of the model has been far from it. In addition, they discussed innovation as a process and then how CMMI could be enhanced, supplemented, or even “constellationed” into being more proactively in support of innovation. The speakers were very passionate about innovation. Props for that. Need more of it. They also posited that “maturity levels” for organizations using such a model would be superfluous and that what would matter most to anyone pursuing innovation would be business results. While I wholeheartedly endorse the idea of innovation as a pursuit to which processes can be applied, I was left wondering why *must* it be a CMMI? Maybe I’ll be able to tag-up with one of the presenters to ask before week’s out.

San Jose, CA.  I’m at (no surprise) SEI’s annual big deal conference, SEPG-NA.  As might be expected, attendance is way down due to the economy.  SEI had to scale back a lot of the more splashy touches — no-frills tote bag, nixed VIP socials mixers bare bones staff.

I arrived in time to teach a CMMI-SVC Supplement course for the SEI on Sunday — scheduled to coincide with SEPG for the convenience of travel — that evening I shared conversation and a bottle of really nice California Merlot with Alistair Cockburn, Tami Zemel and Steve Masters.  Earlier in the day Alistair listened in on my class from the corridor and over cheese and fruit bluntly reported that the content made his ears bleed.  Unfortunately, he’s right.  Despite the mostly very positive feedback, there’s only so much charisma can do for certain SEI materials.

Alistair challenged me to explain CMMI to him in 5 minutes or less or he’d fall asleep.  I believe I succeeded.  He Tweeted as much at least.  As it turns out, not to either of our surprise, whether using agile terms or traditional terms, if you’re working to improve the experience and situation of "development", you have the same goals and face the same challenges.  With that settled we called it a night and met this morning over breakfast to joke about travel anecdotes and strategize our individual plans for the day.

With other obligations on my plate for this week, this morning I only sat in on half of a half-day tutorial this morning on the excellent topic of The Role of Organizational Culture in Process Improvement.  Rather than a bunch of finger-wagging (which, from other presenters, such a topic title might devolve into), anthropologists, Palma Buttles and Fred Valdez, and process improvement uber-guru Judah Mogilensky gave a very well-informed, thoroughly enjoyable, interactive and insightful tutorial on several very specific attributes of culture that affect how to introduce, address and implement process improvement, and the challenges faced by consultants, appraisers and users alike due to culture.  Concepts on the perception of time, surface or hidden emotion/expression, stated vs. rewarded values, and so on.  During this session, David Anderson arrived.  We commiserated over the registration statistics and what it may imply for other large-scale conferences like Agile2009.

To round-out the day’s sessions I attended Corey Ladas’ mini-tutorial, Launching a Kanban System for Software Engineering.  He put up a slide depicting a "waterfall" life cycle which included a "stabilization" phase-gate to which he said, "I don’t think I’m saying anything anyone doesn’t already know will fail."  Someone in the audience stopped him to ask (with incredulous tone in her voice), "Are you trying to say that this approach doesn’t work?"  <<Snicker.>>

After the tutorial, I headed off to the exhibit area for the "grand opening" of the exhibit hall.  As part of the fanfare, a troupe was hired to march around the exhibit hall in oriental dragon costumes accompanied by drums and cymbals.  It was festive and lively.  Though it would have been more appropriate had they been asked to start things off, lead everyone into the hall, do a circuit around the hall, then be done.  Instead, they continued to perform for a lot longer than needed.  In addition to causing traffic problems (which wasn’t really a huge issue), they made it hard to speak while nearby.  That was an oversight.  After a break, they returned to continue, only playing softer.  Still, their initial display was too long and they didn’t have to come back.  It wasn’t that it was bad, it was merely unnecessary.  As for the exhibit hall… so sad… so many fewer, and each booth featured fewer people.  The student posters, were a refreshing new feature this year.  I was impressed with their efforts, both in terms of research and commitment.  First person I ran into was from, of all places, UMBC.  Yup, home turf.

Afterwards, David Anderson and his gf joined several of us for a wind-down at the Marriott’s concierge lounge.  Well, as I should expect, my increased visibility within SEI and within the CMMI-oriented market has also resulted in never having to sit alone if I didn’t want to.  Even then, I didn’t always succeed in getting long stretches of time on my own.

Just thought I’d put in a quick plug for an impromptu addition to the SEPG North America line-up next week.

On Wednesday evening from about 5-7pm (or 1700h-1900h for our 24 hour friends) in a room to be determined, SEI is sponsoring a panel discussion on Agile+CMMI.

On the panel are expected to be the authors of the soon-to-be-published SEI Technical Report, CMMI or Agile: Why Not Embrace Both?!:

• Mike Kondrad
• Jeff Dalton
• David Anderson, and
• yours truly.

If you’re planning to be at SEPG, keep an eye out for this session.  It may be posted/listed as a "Birds of a Feather" event.

Also, I’d like to put in a plug for a poster and a session being presented by my buddy Jeff.  His session, Notes from the Blgosphere, covers some more of the fun and interesting Q&A that he gets on his Blog.  The session is Wednesday 4:20PM in Room 22 & 23.  If you’re looking to fill that time-slot, consider his session.

Safe travels!

I’ll be delivering the CMMI Crash Course&trade: What the SEI Won’t Teach You at the SEPG-NA in Tampa this March.

It’s currently scheduled for Thursday the 20th at 1:30pm. Listed as a tutorial.

Hope to see you at SEPG regardless!

(Anyone looking to license the Crash Course so they can deliver it should consider attending so you see it being done. I’m also hoping to have it recorded.)

SEPG has come and gone. This year held in hip, happenin’ Austin, TX. Though, the weather only cooperated for maybe 1 of the 4 days, not including the Sunday on which I arrived.

Attendance was a few hundred lower than last year, but there are a number of possible explanations for this (purely conjecture on my part):

- The event was about a week later in the month than usual;

- The SEI hired an outside company to market, promote and handle much of the registration activities. By and large they did a decent job. However, one very noticeable difference was the increase in prices for everything from attending to showing at the exhibition area. Unless my memory fails me, as a speaker I don’t recall having to pay for attending last year at all. This year I did pay for all days but the one day of my presentation. If there’s one thing I can over-generalize about with little impunity it’s that the process improvement set are not the sort who part easily with their cash.

Regardless of the net number of attendees, there was no shortage of content. As for those subjects that interest me the most (and maybe you), I am happy to report that the volume of presentations dedicated to Small Settings and Agile has blossomed to require that these two tracks be separated into their own individual sections.

It was nice to see the two topics not be inseparable and to see/hear so much content that wasn’t necessarily assuming that all small settings use agile or vise-versa.
The proceedings (or some part thereof) will be available eventually from the SEI’s web site.

It was also nice to see and catch up with David Anderson whose SEPG trip report can be found here. (Terrible pic of me, by the way.)

David introduced me to Clementino Mendonca who expressed an interest in speaking with me some more about my experience with clients implementing MSF for CMMI Process Improvement and my "AgileCMMI" process architecture that might be able to be wrapped around it.

It is somehow fitting that the person coincidentally in the photo with Clementino (should you wander over to David’s blog) is a newer client of mine — showing keen interest in MSF.

Back on the subject of Agile + CMMI… Paul Nielsen, SEI’s CEO very clearly stated to me the desire for SEI to publish some sort of official "position statement" on where they stand with respect to agile methods. In particular, stating that the SEI is not opposed to agile methods nor do they advocate any sort of disparagement of agile or any expectation that agile methods be assumed incompatible with CMMI. (Or something to that extent.)

Mixed in with this discussion was a side comment by Dr. Nielsen to the effect of why the SEI has such a reputation — to which I immediately pointed out that the SEI’s marketing ability is far less powerful than the combined power of all those who walk the earth in their name. Specifically, all the appraisers and instructors. Most of whom (~90% ?) wouldn’t know agile if they saw it and if they did, wouldn’t know how to implement or appraise CMMI in an agile environment.

I’m really surprised I haven’t blogged (read: ranted) about that sooner… Maybe I have already in my FAQ. It’s gotta be somewhere.