Disciplined Agile

Disciplined Agile® Day 2019

At DADay, Disciplined Agile® (DA™) experts, practitioners, and customers from around the world will come together to share DA experiences and strategies in this online event.


  1. Keynote Address
  2. Agenda
  3. Presenters and Sessions
    View the recordings and presentations from DADay2018


CarolynHow we Leverage Disciplined Agile to Delight our Customers

Carolyn is leading the Agile Transformation globally for Franklin Templeton which includes training and coaching as we leverage the Disciplined Agile toolkit to deliver high quality customer outcomes faster.  

As an IT Director she have been involved in many aspects of Application Development, Project Management, and Technology Leadership over the past 30 years. Carolyn has been leveraging Agile Scrum since 2014 and began leveraging Disciplined Agile in 2016.

She earned a BS degree in Management with a minor in Computer Information Systems as well as a Masters in Business Administration from The College of St. Rose in Albany, NY.

Carolyn, her husband, and daughter live in sunny Tampa, Florida.

Carolyn Aulicino, IT Director, Franklin Templeton Technologies, Franklin Templeton

Presentation: How we Leverage Disciplined Agile to Delight our Customers

Recording: How we Leverage Disciplined Agile to Delight our Customers

Agenda (all times EDT)



10:00 AM


10:15 AM

Principle - Delight Customers

Session #1 - Delight Customers

Ambler & Lines - The Current State of DA

Agenda for the Day


Carolyn Aulicino - How we Leverage Disciplined Agile to Delight our Customers

10:45 - break

11:00 AM

Principle - Be Awesome

Session #2 - Be Awesome!

  1. Brent Reed - Let's build a global DA Guild Community!
  2. Paresh Bhaide - Entering into the Agile World First Time? Your Past Experiences Still Count
  3. Joshua Barnes - Remote Training and Coaching
  4. Q&A

11:45 - break


12:00 PM

Principle - Enterprise Awareness

Session #3 - Enterprise Awareness

  1. Klaas van Gend - How We Handled the Estimation Process (not via Planning Poker)
  2. Daniel Gagnon - Beyond Agile: Applied Antifragility
  3. Harjeev Chugh - Product Portfolio Funding Strategy as part of an Enterprise DA Transformation with Joshua Barnes
  4. Q&A

12:45 - break

1:00 PM

Principle - Optimize Flow

Session #4 - Optimize Flow

  1. Aldo Rall - Experience Report
  2. Lisa Lueck - Spotlight on Optimizing Flow
  3. Felice Pescatore - From one large team to 6 DAD teams
  4. Jaco Viljoen - Visualize your WoW for Optimizing Flow
  5. Q&A

 2:05 - break

2:15 PM

Principle - Context Counts

Session #5 - Context Counts

  1. Raphael Branger - Using Disciplined Agile in the context of Business Intelligence Projects
  2. Armine Mkrtchyan - Applying DAD in non-IT Teams
  3. Q&A

 2:50 - break

3:00 PM

Principle - Pragmatism

Session #6 - Pragmatism

  1. Antony Ball - A real world experience story:Applying Disciplined Agile in a Global Team
  2. Mark Lines - Using the DA Product
  3. Q&A


3:45 PM

Principle - Choice is Good

Wrap Up

Mark Lines and Scott Ambler - DA + PMI: Our Exciting Future Together


Our Presenters - we appreciate how each of you are helping to make DADay2019 successful!

Aldo Rall

Recording: Experience Report

Presentation: Experience Report

This is an experience report showing how Disciplined Agile Process Goals for Continuous Improvement (CI) has been used and will discuss tools, techniques, models and methods used to identify, track, measure, manage and support a disciplined and systematic approach to implementing the improvements inside the change initiative.

The report will showcase the CI Framework developed for the client by discussing:

  • The CI Strategy and management approach by using a Strategic Change Canvas (adapted from Lean Change Management)
  • The Lifecycle of an Improvement (adapted from various CI patterns)
  • The use of a Value Stream Mapping to identify and track improvements (adapted for the local context)
  • The use of the SWITCH and Fogg change models to track the health of the overall initiative and individual improvements 
  • Tools and techniques used in the tracking of progress and Impact of each improvement
  • The key areas for each improvement that is required to understand the impact and scope of each improvement
  • Management and tracking strategies for each individual improvement

Aldo RallAldo has mastered the practical elements of developing working solutions across a range of titles, assignments, projects, organisations, industries and countries (both in and outside the IT domain). He has well developed experience and skills in people management, leadership, continuous improvement, critical thinking, creative problem solving and collaboration. Aldo has experience in techniques, methods, frameworks and practices utilised in testing, business analysis, project management, Agile and people- and process change management to name a few. He has honed and gained a diverse set of skills and is considered as a pragmatic generalising specialist by his peers. 

Aldo remains fascinated with the constant change in different domains which ensures that there is always something new to learn, regardless of experience or qualifications. He is keen to learn new skills and finding different ways in combining his varied skill set in different contexts whilst delivering valuable solutions with like-minded organisations, teams and individuals.

Antony Ball

Recording: A Real World Experience Story : Applying Disciplined Agile in a Global Team

Presentation: A Real World Experience Story : Applying Disciplined Agile in a Global Team

A conversation about moving a cross-geography program from ad-hoc agile to Disciplined Agile, the challenges faced, the trust gained and the improved business outcomes.

AntonyAntony is an engineering leader with over a decade's experience in product development, agile methods and has an ability to turn business strategy into product growth. He has coordinated a large, global delivery program at Flexera and also worked as the agile coach for multiple other programs within the company.

Antony is passionate about supporting teams and people in the way they work and helping them find growth and success.




Armine Mkrtchyan

Recording: Applying DAD in non- IT Teams

Presentation: Applying DAD in non- IT Teams

Discover how Disciplined (DA) was applied to develop an international TV show.  DA was applied to: 

  • significantly shorten the delivery time; 
  • deliver project with fewer team members involved
  • strengthen collaboration between creative, engineering and technical teams
  • organize the work of 7 teams (around 30 people) more effectively
  • visualize the work and identify risks as early as possible
  • help the teams to understand the flaws of their processes and improve continuously 


Armine Mkrtchyan has over 5 years of experience with Disciplined Agile. Currently she works as an Organizational Development Coach and helps companies with Agile transformations. Apart from IT industry, she helps to make companies more agile in other industries such as Finance, Media, Banking, FMCG, Non-profit, etc. Overall Armine has more than 15 years of experience in Organizational Development in different regions as Eastern Europe, Middle East and West Africa.




Brent Reed

Recording: Let's build a global DA Guild Community!

Presentation: Let's build a global DA Guild Community!

Improving our way of working includes collaborating outside our organization and with fellow practitioners.

Events like the DA Day conferences, workshops and meetups are excellent ways of learning new ideas, getting answers and sharing progress and pain points in a safe environment.

Crafting our skills takes much work, however can be very rewarding so how can we do that in our local area?  Tactec working with Disciplined Agilists’ in Western Canada (Victoria / Vancouver)  have launched  two Disciplined Agile Guilds, whose focus is to craft, hone and improve our skills by sharing, demos, challenging and engaging together with purpose, measured feedback and goals both personally (individually) and through the guild.  What we learn can be brought back to our places of work and shared with our colleagues and workmates.  A terms of reference or Guild Manifesto shall be shared during the presentation along with feedback from those who have participated early in the creation of these guilds, we want to connect to other Countries and Cities to build a truly global community of Disciplined Agile Guilds, who are Disciplined Agile active members.


Brent uses a unique combination of Disciplined Agile, through enterprise Devops in his approach to business acumen and IT technical abilities this translates into value, focus and velocity objectives into actionable strategic agile plans.

A recognized strategic leader, industry speaker, and advisor to global companies he has a wealth of expertise building enterprise-wide teams, systems and processes to deliver strategic objectives.

Brent's passion for DA has led him to found and organize DA Guilds in BC.



Daniel Gagnon

Recording: Beyond Agile: Applied Antifragility

Presentation: Beyond Agile: Applied Antifragility

Agile practices and frameworks have now been around for the same amount of time (25 years) that the Waterfall approach had been when XP and Scrum were first formalized. It is high time to shine a critical light and ask ourselves just how much real progress has been achieved in terms of increased productivity. This session takes a hard look at the documented results of following prescriptive frameworks and asks a crucial question: have we reached the point where semantic diffusion has rendered the term "agile" obsolete and if so, what could we do about it? I believe that one viable option consists in moving towards an Antifragile stance (as first described in the work of Nassim Nicholas Taleb). The presentation outlines what, exactly, constitutes an "Antifragile stance" and offers actionable, real-world advice on how organizations can move beyond agile in order to position themselves to benefit, rather than suffer from, volatility and disruption. The intent of this presentation is simply to plant a seed of healthy critical thinking. I remain convinced that despite the doubts and misgivings that are currently cropping up in the Agile community, it is not too late to leverage the agile mindset and lessons learned of the past 25 years as a springboard for a higher order of thinking.

DanielDaniel a une expérience de coaching d'entreprise dans les principales institutions financières. Daniel est un leader d'opinion et de pratique Enterprise Lean / Agile avec plus de 20 ans d'expérience dans la gestion de projets et de portefeuilles de projets, une vaste expérience en tant que formateur / instructeur d'entreprise et agent de certification pour Scaled Agile Framework et Disciplined Agile Delivery.

Daniel has enterprise coaching experience in major financial institutions.  Daniel is an Enterprise Lean/Agile thought and practice leader with over 20 Years of Project and Project Portfolio Management experience, extensive experience as Corporate Trainer / Instructor and a Certifying Agent for both Scaled Agile Framework and Disciplined Agile Delivery.


Felice Pescatore

Recording: From one large team to 6 DAD teams

Presentation: From one large team to 6 DAD teams

In this speech I will present in which way, using DA, I helped an international medical equipment firm to reinvent itself. I used different DA Goals to set progressive challenge starting from an Inception workshop in which we defined the Strategic Vision. Especially, I will tell how I have supported the firm in the passage from a one-team for all the activities to a multi DAD teams centric organization, highlighting the progressive journey (still ongoing) that helped the people in the creation of their teams, responding to external pression and re-adapt their daily work focus. I will present success actions and fail experiments, along with the ways we approached them to continuously review our assumptions, with a particular focus on the Product Owner role because the committed people to it was not co-located and they came from a very different experiences.

FeliceXebir Founder & CEO I work daily with complex projects using Agile/Lean/DevOps approaches to achieve business goals. Software Engineer with a Master Degree in Software Technology and Software Management, I support companies in their transformation path in order to make them more dynamic and value-oriented, creating a strong Lean oriented culture.

Agile Business Coach, Disciplined Agile Coach and agilist of the first hour, I’m the leader of the AgileIoT.org and Eclipse Duttile open projects, an empirical disciplined approach to create massive IoT market solutions. 

I am a speaker (and co-organizer) at the most important Agile and Microsoft conferences in Italy and across Europe.

More about me: 

Site/blog: www.felicepescatore.it

LinkedIn profile: http://www.linkedin.com/pub/felice-pescatore/22/41a/50a

Twitter: @felicepescatore 

AgileIoT: www.agileiot.org

Company: Xebir (xebir.com)

Harjeev Chugh

Recording: Product Portfolio Funding Strategy as part of an Enterprise DA Transformation

Presentation: Product Portfolio Funding Strategy as part of an Enterprise DA Transformation

There are many enterprise level changes that support optimizing a transformation to an agile way of working.  This session will cover one of them, transitioning to a Product Portfolio Funding Strategy as part of a global transformation to Disciplined Agile at Diageo.  Harjeev Chugh, the Head of Agile Transformation at Diageo will co-present with Joshua Barnes, a Disciplined Agile consultant supporting the initiative.  The session will cover why a new funding model was an integral contributor of one the overarching transformation goals – deliver value faster.

HarjeevJeev has extensive experience in leading digital and agile transformation initiatives, and developing strategy, standards and processes with the focus on improving organisational effectiveness, breaking down silos, removing blockers and increasing transparency. He has a broad range of experience across the Financial Markets and Retail sector, and draws over a decade of practical experience to move teams and organizations towards agility in short timeframes. 

Currently, he is leading the Enterprise Agile (DA) Transformation at Diageo. Leveraging the DA toolkit, he has designed and implemented (for pilot) a bespoke agile at scale operating model to transform multiple lines of business and set a path to establish 100+ DAD teams at Diageo.


Jaco Viljoen

Recording: Visualize your WoW for Optimizing Flow

Presentation: Visualize your WoW for Optimizing Flow

The “Evolve WoW” process goal contains three options for visualising your existing process. In this talk I will share a fourth option that shows the end-to-end DA-IT process with teams and how work flow across these teams. This enables management and teams to optimise the flow in the spirit of the “Optimise Flow”  Principle. To do this a new notation was developed that will be shared together with a real world practical example. Some experience using this will be discussed with ideas on how to apply this in your own context.

JacoJaco is Managing Business Consulting BU at IndigoCube and is passionate about helping others do software development better, be it through successful Digital (Lean/ Agile/ DevOps) enterprise transformations, training or coaching, or achieving optimal business agility.





Joshua Barnes

Recording: Remote Training and Coaching

Presentation: Remote Training and Coaching

In this session I will cover how training and coaching can be delivered remotely and be very effective.  I will draw upon the hundreds of individuals that I have trained at Diageo as well as delivered coaching on their DA transformation at Enterprise aspects all the way down to course correcting a troubled team that is in flight.  I will touch on what is needed in the Coach to be effective at remote work as well as the infrastructure they need.

JoshuaWith 20+ years of solution development experience Joshua supports organizations to enable delivery of value sooner, limiting risk, and becoming flexible to changing conditions by focusing on sustainable change. He has established and led enterprise wide transformation programs for organizations adopting agile frameworks. He has significant expertise in helping organizations adapt quickly to changing technology and cutting through complexity to focus on building solutions that meet business needs.

In his spare time, Joshua enjoys taking his race car around the track.



Klaas van Gend

Recording: How we handled the estimation process (not via planning poker)

Presentation: How we handled the estimation process (not via planning poker)

An important part of any agile project is the sizing of work items.
As part of "Plan the Release," Disciplined Agile presents several strategies for estimation.
Klaas van Gend acted as Scrum Master for the Scandium Team, with both junior medior and senior engineers.
We experimented for two years with several strategies. Educated guesses? Team guesses? Planning Poker? Similar sizes? #NoEstimates?

In the end, we chose for a strategy that most managers do not accept lightly: 
We claim engineers are humans. They have problems with absolute numbers and repeatedly make the same mistakes.
So we optimized our sizing method only to use relative numbers and ensure those repeated mistakes.

KlaasKlaas van Gend, a mechanical engineer by academic education, started his working career in 1998 at Sioux controlling wide format inkjet printer prototypes. 

He quickly went from control engineering to full-blown software engineering. 
At Sioux, MontaVista and Vector Fabrics, he was involved in many product designs, including set-top boxes, tracking devices, cameras, TVs, gas chromatographs, video servers, networking equipment, car radios, telephones, payment terminals, inkjet printers, electron microscopes, and bridge monitoring.

In 2016, Klaas became a Certified Disciplined Agilist.
In 2017, Klaas started the monthly 040coders.nl Meetup, centered around knowledge sharing for programmers in the Eindhoven area in the Netherlands.

Klaas likes board games, books, 3d printing, good food with friends, concerts, movies, and his girlfriend.




Lisa Lueck, CDAC

Presentation: Spotlight on Optimizing Flow

Recording: Spotlight on Optimizing Flow

Organizations are made up of many interacting teams and processes, products and services.  What are common impediments to the overall flow of work in an organization?  If alignment of these interacting pieces is not in place or improved, organizational success and efficiency suffers.  How will a team know if the optimization of their process will help or hinder another team?  Lisa will discuss common impediments to optimizing flow and one technique for identifying impediments in a process.

LLueckLisa hails from the prairies in Canada.  She has just successfully earned her CDAC.  Lisa has been working actively with Disciplined Agile for the last several years as a transformation lead and agile coach and mentor.  She volunteers with Agile Regina and Agile Open Canada, which provide practitioners a forum to share their passion for agile.  Lisa, also a Lean Six Sigma Blackbelt, especially appreciates how DA incorporates lean into the toolkit as it expertly joins the best of both worlds of agile and lean. 



Paresh Bhaide, CDA

Presentation: Entering into the Agile World First Time? Your Past Experiences Still Count

Recording: Entering into the Agile World First Time? Your Past Experiences Still Count

Changing to Agile Way of Working raise lot many questions in the mind of a new entrant in Agile world.

DAD with its hybrid, all-encompassing approach, flexibility to choose your own WoW and Goal Diagrams, provides an extensive base for the first timers in agile world to leverage their past experiences to take the first step into Agile. This way one enters the agile world with lot more confidence since there is a mechanism to combine ones past experiences with guided change to evolve the WoW.

This session elaborates on how the principles, philosophies, frameworks and tools in DAD are used to decide the agile approach to execute a task in hand – onboarding a few new members in a ‘Consulting Group’.  It details a process based on retrospection, change management cycle and goal diagram to draw parallels from past experiences which may not be directly related to agile. This allows oneself to look as if ‘The glass is half filled’, and encourages to take the first steps to ‘Do Agile’. 

PareshParesh is a Practice Partner in Consulting and Service Integration unit at TCS. He holds a Master Degree in Mechanical Engineering from IIT-Madras and has experience in mechanical engineering before moving into software industry.

At TCS, he has played multiple roles – as Enterprise Architect, Technology Change Management Process Owner, Transformation Director – and has lead large transformation programs. 

Paresh secured CDA in May 2019 and has started applying it on ground in combination with his prior experience in the industry.


Raphael Branger, CDAP

Presentation: Using Disciplined Agile in the context of Business Intelligence Projects

Recording: Using Disciplined Agile in the context of Business Intelligence Projects

Analytics, Big Data, Business Intelligence, Data Warehousing. These are hot topics in many companies nowadays. But how to deal with data-oriented projects in an agile manner? We soon discovered that we need an agile method which is flexible enough to respect the special context of data warehousing and BI projects. In this session I will therefore outline how we use DA in the context of business intelligence (BI) projects. For this, I will introduce you to the Data Management Quadrants of Ronald Damhof and how they help us to position the different solution components. Next, I’ll show how we can associate DA project lifecycles for different project types (or even phases) in the data quadrants. To conclude my session, I will show how we structure our work item stack with BI-specific user stories. 

RaphaelRaphael Branger holds a Master of Arts in Information Management and is a Certified Disciplined Agile Practitioner. Today he works as a Senior Solution Architect at IT-Logix AG. He has more than seventeen years of experience in the area of Business Intelligence (BI) and data warehousing. His current focus is around BI specific requirements engineering as well as the adaption of agile methods in the context of BI. Since 2015 he successfully used Disciplined Agile in various BI projects.




Recording: Using the DA Product with Mark Lines

Recording: DA + PMI: Our Exciting Future Together with Mark Lines and Scott W Ambler

December 2021