Skip to main content

The Checklist Manifesto as Agile Primer

I recently read Atul Gawande's book The Checklist Manifesto: How to Get Things Right and found a number of of useful lessons in the book for agile developers. Agile software development methods often have very few explicit processes, but these processes are essential, and require discipline to execute well. We're often tempted to skip steps, either because:
  • We think that the step doesn't apply in a particular situation or
  • We forgot
The former is reasonable when we really understand why the step isn't relevant, but we are often tempted to convince ourselves that a step is unnecessary before we've mastered the basic process. One common example is the Scrum Team that is tempted to skip one or more of the standard planning or review activities.  And forgetting is just something that happens when we're busy and moving quickly.

It's when we skip steps that processes break down. Think about the time's you've had a hard time tracking down a problem. How often was this problem in code that you wrote a unit test for?  While it's often tempting to say that a change is "too trivial" to break something, how likely would you make that same decision if you had to go through a process (either on paper or enforced by tools) that asks "did you write a unit test?" to which you had to explicitly say "no?"

As another example, consider the various meetings  that are part of your agile process such as your daily scrum.  Jean Tabaka's book Collaboration Explained: Facilitation Skills for Software Project Leaders,  discusses the value of posting and following agendas for the meetings that agile teams have.   In some sense these agendas are just checklists that we follow to set up a context that allows us to meet the goal of the meeting is an efficient manner. In my experience, Daily Scrums and XP stand-ups become less valuable when they stray from the agenda, because people lose focus, and start thinking of them as less valuable. And the posted agenda (checklist) empowers those who find a side conversation distracting to move the meeting along.

Discipline is essential to an effective agile software development process. But discipline, Gawande points out, is hard:
Discipline is hard—harder than trustworthiness and skill and perhaps even than selflessness. We are by nature flawed and inconstant creatures. We can’t even keep from snacking between meals. We are not built for discipline. We are built for novelty and excitement, not for careful attention to detail. Discipline is something we have to work at.
So, if checklists enforce discipline, do they do so at the expense of judgement and creativity? Gawande says no:
...the question of when to follow one’s judgment and when to follow protocol is central to doing the job well—or to doing anything else that is hard. You want people to make sure to get the stupid stuff right. Yet you also want to leave room for craft and judgment and the ability to respond to unexpected difficulties that arise along the way. The value of checklists for simple problems seems self-evident.
Using example from aviation, structural engineering, and medicine, Gawande demonstrates that well made checklists allow you to focus on the activities that require creativity, by providing a way to get the basics right.
The checklist gets the dumb stuff out of the way, the routines your brain shouldn’t have to occupy itself with
As much as I find checklists useful, if used the wrong way, they can do bad things to productivity and creativity.  As Gawande says:
Bad checklists are vague and imprecise. They are too long; they are hard to use; they are impractical. ... They treat the people using the tools as dumb and try to spell out every single step. They turn people’s brains off rather than turn them on. ...Good checklists, on the other hand, are precise. ... They do not try to spell out everything... Good checklists are, above all, practical.
Perhaps a surgeon, using examples from aviation, medicine, and structural engineering can teach agile developers something valuable. The main lesson that appealed to me as someone who values (lightweight) process is  process can enable you to be more effective and move quickly by liberating you from thinking about the well known issues, and allowing you to focus on the hard problems.

If your team is struggling with process and not getting enough done, think about whether there are some simple things you are forgetting, and write them down. And, most importantly, iterate on the checklists.

Note: This was also the first non-fiction book that I read on a Kindle  so I'm discovering how useful the Kindle is to capture notes as I read. I'll have more to say later about other lessons from the Checklist Manifesto about teamwork and collaboration.


Popular posts from this blog

Continuous Integration of Python Code with Unit Tests and Maven

My main development language is Java, but I also some work in Python for deployment and related tools. Being a big fan of unit testing I write unit tests in Python using PyUnit. Being a big fan of Maven and Continuous Integration, I really want the  Python unit tests to run as part of the build. I wanted to have a solution that met the following criteria:
Used commonly available pluginsKeep the maven structure of test and src files in the appropriate directories.Have the tests run in the test phase and fail the build when the tests fail.
The simplest approach I came up with to do this was to use the Exec Maven Plugin by adding the following configuration to your (python) project's POM.

<plugin> <groupId>org.codehaus.mojo</groupId> <artifactId>exec-maven-plugin</artifactId> <executions> <execution> <configuration> <executable>python</executable> <workingDirectory>src/test/python</workingDirect…

Displaying Build Numbers in Grails Apps

Being a fan of Continuous Delivery, identifiable builds, and Continuous Integration: I like to deploy web apps with a visible build number, or some other way of identifying the version. For example, having the build number on the login screen for example. In the Maven/Java world, this is straightforward. Or at least I know the idioms. I struggled with this a bit while working on a Grails app,  and wanted to share my solution. There may be other, better, solutions, but the ones I found approaches that didn't quite work they way that I'd hoped.

My requirements were:
To display a build number from my CI tool, where the number was passed in on the command line. In Bamboo, for example you might configure a grails build as
-Dbuild.number=${bamboo.buildNumber} warTo only change build artifacts and not any source files.To not misuse the app version, or change the names of any artifacts.To be simple and idiomatic.I realized that that Grails itself changes the application metadata (appl…

Motivation Visibility, and Unit Testing

I've always been interested in organizational patterns (such as those in Organizational Patterns of Agile Software Development). I've recently found myself thinking a lot about motivation. I'm now reading Drive: The Surprising Truth About What Motivates Us and just finished Rob Austin's book on performance measurement. Being the parent of a three year old, I'm finding more and more that "because I said so, and I'm right" isn't too effective at home. My interests in motivation are closely related to my interest in writing software effectively. Writing software is partially a technical problem about frameworks, coding, and the like, but the harder (and perhaps more interesting) problem is how to get a group of people working together towards a common goal. Agile practices, both technical and organizational, build a framework which makes having the right amount of collaboration and feedback possible. But there's a bootstrapping process: How do yo…