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Presentations & Papers

We feel that an important part of our practice is developing reference and training materials for the profession. Given that, this page will contain our developing set of available materials. Check back often, as we continue to add to our presentation and whitepaper set. Enjoy!

All of the presentations are either in Microsoft PowerPoint Show or PDF formats. If you're interested in getting a copy in another form, say regular PowerPoint, simply ask and we'll consider it - info@rgalen.com

 

7 Habits of Highly Effective IT (or any...) Managers

Presented at QAI 2005 QA Conference, Matrix Resources - Executive Seminar Series, and 2007 NC PMI PDD. Much of the material surfaces in my various leadership skills workshops.

This presentation, borrowing a bit from Stephen Covey, highlights what I think are the fundamental habits that encompass good leadership. Of course, I'm not saying they're the only ones or that I've got a "lock" on the notion. Just a few observations and lessons from my own experience that you might find thought provoking and useful.

 

   
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Presentation
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Exercises

 

Test Automation - Smart Starts

Will be presented at 2007 PSQT West and 2007 Verify Conference

This presentation provides a consolidated overview of my recent 3 article series in Software Test & Performance magazine, November 2006 - January 2007, on key aspects of starting an effective test automation program.

As the title alludes, I feel that how you start plays a key role in the overall success of your automation project!

Manage Your Testing with Scrum

Presented at STAR East, SD Best Practices and Software Testing & Performance Conferences during the course of 2005. I've also written an article (June 2006) for Software Testing & Performance that covers much of this material - and some new thoughts. www.stpmag.com

I've found that the Scrum Agile Methodology can be used to "wrap" all sorts of project management activities to improve team focus - leading towards better project outcomes. This presentation focuses on leveraging Scrum for managing software testing cycles.

It has a surprisingly nice "fit" around testing work and aligns nicely with risk-based testing techniques.

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Presentation

Scaling Testing in Scrum

Presented at Software Testing & Performance 2007 Spring & Fall Conferences as well as the Agile 2007 conference. Finally, I did write a related article for Software Testing & Performance magazine.

Enterprise and large-scale legacy instances of Scrum struggle with how to effectively test their applications. The problem is in the integration and regression phases - where all testing simply can not be performed within each development sprint. This presentation identifies a few approaches for dealing with this. It also serves to give license to the idea that testing can and sometimes must occur "outside" the iteration.

It's also a nice follow-up from the above presentation.

5 Core Metrics to Guide Testing in Your Endgames

Was presented locally at 2005 TISQA testing conference and at many national conferences (STAR, ALM EXPO, and QAI) in 2006.

This presentation is based on material in my endgames book and a lead article that was published in Software Testing & Performance magazine in March 2005. It focuses on looking "beneath" defect data to understand the true health of your projects and recommends that testers get better at understanding trends and influencing project adjustments.

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Presentation
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Related article from ST&P magazine

Project Chartering - For Starts & Recoveries

Presented at several PMI level organizations in 2006, including the PMI IS SIG 2006 Professional Development Symposium. I also use this material for my Agile Project Management workshop.

This presentation focuses on project chartering as a beginning technique to lay the groundwork for any good software project. It explores the aspects of a solid charter and then explores applying chartering to several project scenarios - extending it as a general purpose and iterative tool for resetting project direction and recovering misguided efforts.

It does extend the charter into project execution & monitoring phases and crosses into typical change management activity.

Finally, it has particular relevance in the Agile Methods - using Charters as Release/Iteration goal setting methods. In these contexts it's crucial.

Testing Primer for the Project Manager

Presented at several PMI level organizations in 2006, including the PMI IS SIG 2006 Professional Development Symposium. I also use this material for my Agile Project Management workshop.

I've felt for a long time that traditional project managers are very light in their understanding of Software Testing. This is a critical gap in their skills and one that covers perhaps 40% of every plan they produce. I wanted to provide them with some of the more crucial facts and techniques of testing - so that they improve their understand & collaboration with testers.

There's Always Time for Pragmatic Project Planning

Presented at Better Software 2006 and PMI-ISSIG PDS 2007.

This presentation  focuses on 3 key areas for pragmatic Project Managers: Chartering, Collaborative - Team Based planning, and using Agile Monitoring & Tracking techniques.

It's based, as is the Chartering presenting, on material from my forthcoming book on Pragmatic Project Estimation & Planning.

Software Endgames - Negotiating the Defect Minefield Towards Successful Project Delivery

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Software Endgames - Learning How to Finish What You've Started

Presented at RTP PMI LIG group and Charlotte SPIN groups early in 2005. Also presented at Better Software, Software Testing & Performance and Charlotte PMI Professional Day conferences later in 2005.

This talk focuses on the change management (CM) aspects from the Endgames book. It's a high level review of key lessons from the change reduction chapters, with some additional bits about good endgame team behavior.

It's the second related talk I've pulled together to share some of the content lessons from it.

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Presentation

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General references

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Project "Working View" paper

Coaching - The New Leadership Imperative

Presented at Matrix Resources as part of their Executive Seminar Series in 2006. Material is also part of my Agile Project Management workshop and will be delivered at 2007 Better Software Conference.

This talk focuses on the demanding shift from traditional, command-and-control leadership to one more focused on coaching and supporting self-directed teams. This is a fun look at coaching with some interesting breakouts to drive the lessons home.

This shift is most noticeably seen in the Agile Methods community - so it is particularly relevant there.

Using Cards & Wideband Delphi to Quickly Estimate Software Projects

Presented at 2005 Software Development Best Practices conference.

The presentation is an adaptation of my estimating workshop materials. I wanted to boil down the:

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Sticky note planning & collaboration
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Wideband Delphi method
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Critical chain buffering approach

Into a fast (90 minute) workshop that will give attendees to the method, speed and application possibilities.

It also has tremendous application to the Agile methods approach to planning - so that link and synergy is inevitable as well.

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Presentation
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Estimating Heuristics example
Effectively Testing Offshore - Some Hard Learned Lessons

Presented at QAI and PSQT/PSTT Conferences in 2003 and 2004.

I "inherited" an offshore software testing team in the Fall of 2001. This presentation shares lessons and experiences from focusing and improving that working relationship over the next few years. It should help anyone chartered with establishing or improving offshore working relationships - particularly in the area of software development or testing.

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Presentation
Re-Energizing! A Test Automation Project

Presented at QAI 2003 QA Conference.

This presentation focuses on how to (1) Perform an Assessment, (2) Create a Strategy and (3) Reset the direction of an automation project. While focused on test automation, the strategies are very general purpose and very much focus on how ineffective communication amongst project stakeholders and participants that can cause many project problems.

The assessment can be used not only to assess an automation effort, but to initiate one as well.

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Presentation
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Assessment checklist

Crucial Testing Conversations

Presented as a 2-Track mini workshop at StarEast 2007 conference.

This presentation takes some of the internal (team feedback) conversation aspects from my Testing Leadership workshops and combines it with the external (stakeholder) communication aspects from my State of Testing workshops.

It emphasizes one of the crucial skills for all testing leaders.

 

How to Successfully Communicate the State of Testing in You Organization

Software Testing & PR - What They Didn't Teach You in School

Presented at STAR West and PSQT/PSTT Conferences in 2002.

It's focused on public relations & communications skills for software testers.  While it's quite "soft" in nature, it is one of the areas where I believe we need to improve the most. Please take a look and give it some thought...

I have another variant of this talk that I'm again giving at the STAR East 2003 and QAI QA/QC 2003 Annual Conferences. I've added a deeper exploration of personality type to the presentation, referencing MBTI.

All of these presentations, while centered on Software Testing, have quite a lot of general applicability to technology teams in general. I've also developed this topic into a 4 hour workshop with quite a bit of experiential practice and learning.

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Presentation
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Product QA Assessment Template
Operations Planning

I've long been a proponent of operations planning at the organizational level. Think of it as an annual assessment at the organization level (any organizational level). It's a health and adjustment check that should be regularly made.

It has two directions of use, towards the team and towards management. Both are useful for strategy development, tactical adjustments and communications. The template should give you a feel for the focus and the construction tips - insights into how to pull it together.

I reference Operations Planning in my: 7 Habits and Creating & Leading High Performance Test Teams workshops.

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Operations Plan - Template

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Operations Plan - Construction tips
Planning & Tracking a Software Project - At the "Right" Level

Presented at PSQT/PSTT East 2003 Conference and at local RTP  PMI chapter in July 2003. Also presented at PMI IS-SIG PDS 2006.

This presentation focuses on the "anti patterns" of planning and tracking at too high and low of a level within software projects. It then explores alternative planning techniques from the Agile Methodologies (XP and Scrum) and my own Endgame planning techniques as approaching the "Right" level for handling project change volatility.

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Presentation

Supporting materials for ASPE Agile Project Management workshop

http://www.aspetech.com/courses/4170/

Workshop PDF reference slides and exercises - Materials

New Testing Workshop - Developed for ASPE and RGCG Delivery

Agile & High-Speed Testing Techniques workshop

      The workshop is focused on Risk-Based and Agile Testing techniques and approaches that will prove useful in traditional and agile environments. More information on contents and focus at:

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