The Disciplined Agile Delivery (DAD) toolkit suggests a robust set of roles for agile solution delivery. These roles are overviewed in the following figure. As you can see there are two categories of roles:
- Primary roles. These roles are commonly found on DAD teams regardless of the level of scale faced by the team.
- Supporting roles. These roles are filled, often on a temporary basis, to address scaling issues.
Primary roles are commonly found regardless of the level of scale. There are five primary roles:
- Stakeholder. A stakeholder is someone who is materially impacted by the outcome of the solution. In this regard, the stakeholder is clearly more than an end-user: A stakeholder could be a direct user, indirect user, manager of users, senior manager, operations staff member, the “gold owner” who funds the project, support (help desk) staff member, auditors, your program/portfolio manager, developers working on other systems that integrate or interact with the one under development, maintenance professionals potentially affected by the development and/or deployment of a software project. DAD teams will ideally work together with their stakeholders daily throughout the project.
- Team Member. The role of team member focuses on producing the actual solution for stakeholders. Team members will perform testing, analysis, architecture, design, programming, planning, estimation, and many more activities as appropriate throughout the project. Note that not every team member will have every single one of these skills, at least not yet, but they will have a subset of them, and they will strive to gain more skills over time. Team members are sometimes described by core agile methods as “developers” or simply as programmers. However, in DAD we recognize that not every team member necessarily writes code. Team members will identify tasks, estimate tasks, “sign-up” for tasks, perform the tasks, and track their status towards completion.
- Team Lead. An important aspect of self-organizing teams is that the team lead facilitates or guides the team in performing technical management activities instead of taking on these responsibilities him or herself. The team lead is a servant-leader of the team, creating and maintaining the conditions that allow the team to be successful. The team lead is also an agile coach, helping to keep the team focused on delivering work items and fulfilling their iteration goals and commitments that they have made to the product owner. He or she acts as a true leader, facilitating communication, empowering them to self-optimize their processes, ensuring that the team has the resources that it needs, and removes any impediments to the team (issue resolution) in a timely manner. When teams are self-organizing, effective leadership is crucial to your success.
- Product Owner. In a system with hundreds or thousands of requirements it is often difficult to get answers to questions regarding the requirements. The product owner is the one individual on the team who speaks as the “one voice of the customer.” He or she represents the needs and desires of the stakeholder community to the agile delivery team. As such, he or she clarifies any details regarding the solution and is also responsible for maintaining a prioritized list of work items that the team will implement to deliver the solution. While the product owner may not be able to answer all questions, it is their responsibility to track down the answer in a timely manner so that the team can stay focused on their tasks. Having a product owner working closely with the team to answer any question about work items as they are being implemented substantially reduces the need for requirements, testing, and design documentation. You will of course still have need for deliverable documentation such as operations manuals, support manuals, and user guides to name a few. Each DAD team, or sub-team in the case of large programs organized into a team of teams, has a single product owner. A secondary goal for a product owner is to represent the work of the agile team to the stakeholder community. This includes arranging demonstrations of the solution as it evolves and communicating project status to key stakeholders.
- Architecture Owner. Architecture is a key source of project risk and someone needs to be responsible for ensuring the team mitigates this risk. As a result DAD explicitly includes Agile Modeling’s role of architecture owner. The architecture owner is the person who owns the architecture decisions for the team and who facilitates the creation and evolution of the overall solution design. The person in the role of team lead will often also be in the role of architecture owner on small teams. This isn’t always the case, particularly at scale, but it is very common for smaller agile teams. Although the architecture owner is typically the senior developer on the team – and sometimes may be known as the technical architect, software architect, or solution architect – it should be noted that this is not a hierarchical position into which other team members report. He or she is just like any other team member and is expected to sign-up and deliver work related to tasks like any other team member. Architecture owners should have a technical background and a solid understanding of the business domain.
Supporting roles (formerly called secondary roles) are typically introduced, often on a temporary basis, to address scaling issues. There are five supporting roles:
- Specialist. Although most agile team members are generalizing specialists, sometimes, particularly at scale, specialists are required. For example, on large teams or in complex domains one or more agile business analysts may join the team to help you to explore the requirements for what you’re building. On very large teams a program manager may be required to coordinate the team leads on various subteams/squads. You will also see specialists on DAD teams when generalizing specialists aren’t available – when your organization is new to agile it may be staffed primarily with specialists who haven’t yet made the transition to generalizing specialists.
- Domain Expert (or subject matter expert). The product owner represents a wide range of stakeholders, not just end users, so it isn’t reasonable to expect them to be experts in every nuance in your domain, something that is particularly true with complex domains. The product owner will sometimes bring in domain experts to work with the team, for example, a tax expert to explain the details of a requirement or the sponsoring executive to explain the vision for the project.
- Technical Expert. Sometimes the team needs the help of technical experts, such as a build master to set up their build scripts, an agile database administrator to help design and test their database, a user experience (UX) expert to help design a usable interface, or a security expert to provide advice around writing a secure system. Technical experts are brought in on an as-needed, temporary basis to help the team overcome a difficult problem and to transfer their skills to one or more developers on the team. Technical experts are often working on other teams that are responsible for enterprise-level technical concerns or are simply specialists on loan to your team from other delivery teams.
- Independent Tester. Although the majority of the testing is done by the people on the DAD team themselves, some DAD teams are supported by an independent test team working in parallel that validates their work throughout the lifecycle. This independent test team is typically needed for agility at scale situations within complex domains, using complex technology, or addressing regulatory compliance issues.
- Integrator. For large DAD teams which have been organized into a team of sub-teams, the sub-teams are typically responsible for one or more subsystems or features. The larger the overall team, generally the larger and more complicated the system being built. In these situations, the overall team may require one or more people in the role of integrator responsible for building the entire system from its various subsystems. On smaller teams or in simpler situations the Architecture Owner is typically responsible for ensuing integration, a responsibility that is picked up by the integrator(s) for more complex environments. Integrators often work closely with the independent test team, if there is one, to perform system integration testing regularly throughout the project. This integrator role is typically only needed at scale for complex technical solutions.
Why So Many Roles?
This is a common question that we get from people familiar with Scrum. Scrum has three roles – ScrumMaster, Product Owner, and Team Member – so why does DAD need ten? The primary issue is one of scope. Scrum mostly focuses on leadership and change management aspects during Construction and therefore has roles which reflect this. DAD, on the other hand, explicitly focuses on the full delivery lifecycle and all aspects of solution delivery, including the technical aspects that Scrum leaves out. So, with a larger scope comes more roles. For example, because DAD encompasses agile architecture issues it includes an Architecture Owner role. Scrum doesn’t address architecture so doesn’t include such a role.
Some Important Thoughts About Roles
On a DAD team, any given person will be in one or more roles, an individual can change their role(s) over time, and any given role will have zero or more people performing it at any given time. For example, Peter may be in the role of team member and architecture owner right now but step into the role of team lead next month when Carol, the existing team lead, goes on vacation.
Roles are not positions, nor are they meant to be. For example, Jane may be in the role of stakeholder for your project but have the position of Chief Financial Officer (CFO) within your organization. In fact, although there may be hundreds of stakeholders of your project none of them is likely to have a position of “stakeholder.”
Agile de-emphasizes specialized roles and considers all team members equal – everyone pitches in to deliver a working solution regardless of their job description. An implication of this is that with the exception of stakeholder everyone is effectively in the role of team member.
Traditional roles, such as business analyst and project manager, do not appear in DAD. The goals which people in traditional roles try to achieve, for example in the case of a business analyst to understand and communicate the stakeholder needs/intent for the solution, are still addressed in DAD but in different ways by different roles. There isn’t a perfect one-to-one match between any given traditional role and a DAD role, but as you will find in Choose Your WoW! there are reasonable transition strategies. The critical thing for traditionalists to understand is that because the underlying paradigm and strategy has changed, they too must change to reflect the DAD approach.