How To Use Timeboxes for Scheduling Software Delivery

watch in a box

Welcome Readers of the Carnival of Enterprise Architecture and Sharp Blue readers, and Carnival of Software Development followers. We hope you like what we’ve got here – please let us know what you think, and enjoy yourselves!

Roger had a great suggestion in the comments to our previous two-part post on scheduling requirements changes based on complexity. Roger pointed out that we had not explained what timeboxing is, but implicitly used the principles of timeboxing in our proposed process. In this post, we explain timeboxes and how they are used.

Definition of timebox

A timebox is a fixed unit of development capacity. An easy way to visualize a timebox is as a two-dimensional graph. Along the vertical axis is the cost of the development team (per unit time). Along the horizontal axis is time. The longer an iteration is, the wider a timebox is.

fixed capacity

The important thing to notice is that with Cost and Time fixed, the capacity of the timebox is fixed. There is only so much that can be accomplished with a given team and a given amount of time.

A unit of work

A unit of work represents both the functionality being delivered and the quality of the functionality. This is the concept that many managers do not grasp.

unit of work

To deliver the functionality that supports any particular requirement, we can think of the time as having two tightly-linked components: implementing the functionality, and implementing the functionality with good quality. Poorly written code, for an isolated requirement, can take less time than well written code. The extra time spent doing it right is part of the quality component. Writing tests and documentation (when appropriate) are also part of the quality component.

How big should a timebox be?

With some exceptions, anywhere from 2 to 4 weeks. Smaller, more tightly knit teams can operate with shorter timeboxes. Teams with less release-process overhead can operate cost-effectively with smaller timeboxes. There’s a good post and discussion at The Pragmatic Architect on how long to make timeboxes. Mishkin Berteig also has a good post, with some differing opinions, identifying the pros and cons of short iterations.

We think a good way to approach it is to start with a 3 week cycle and extend or shorten it, based on what our stakeholders prefer, balanced with the reality of our development environment. For larger teams, we usually end up with a 4 week cycle. Keep in mind that the length of the cycle can be changed as we get feedback on our process efficiency.

Filling a timebox

We can fill up a timebox with the work-units representing several requirements. Ideally, they are the highest priority requirements. Different requirements will take different amounts of time to implement. We can visualize this in the following diagram, which shows a timebox with the “original” schedule.

original schedule

We see that each work unit has both a functionality and a quality component. We don’t want to intentionally plan to deliver functionality without quality.
Dealing with new requirements

The previous posts on scheduling were about how to manage the deadlines for receiving change requests. In those posts, we didn’t talk about how to manage the schedule after receiving a request. There are four methods of adjusting the plan once a request has been approved and committed.

Four methods

  1. Sacrifice quality to increase functionality
  2. Increase cost to increase functionality
  3. Increase time to increase functionality
  4. Delay some functionality to deliver other functionality

1. Sacrifice quality to increase functionality

We can, and too many teams do, sacrifice quality to deliver extra functionality without impacting costs or delivery dates. When we take this approach, we incur a code-debt. A code-debt is us taking a loan against our code-base in the short term to resolve otherwise impossible constraints (no extra budget, can’t miss the deadline, can’t delay anything). Poor quality code comes with a long term cost. It introduces risk into the delivery, which is the cost of poor-quality. This risk manifests as a negative expected value (think of it as the interest on the loan). Poorly written code also makes it more expensive to write new code in the future (think of this as the principal on the loan). Until we invest time to fix the quality of the code (refactor, test, etc), we will continue to incur costs.

The following diagram shows what this would look like.

sacrificing quality

We have sacrificed quality on some requirements (work components) including the new (red) requirements in order to squeeze them into our timebox.

2. Increase cost to increase functionality

Another approach is to increase the capacity of the team to meet increased demands. This can mean extra hours for the current team, re-tasking people from other projects to join the team, or bringing in contractors to temporarily increase capacity.

The following diagram shows that by increasing the cost (and shuffling requirements around visually) we can deliver more functionality without sacrificing quality.

increasing cost

There are always inefficiencies to adding capacity. If we add hours, people get burned out. If we add people, there is overhead in helping them get up to speed. The benefit of this approach is that we are not sacrificing quality or timing to be able to deliver the new requirements.

3. Increase time to increase functionality

When we have the ability to do so, extending a particular release may make sense. We can extend the period of a timebox, say from 4 weeks to 5 weeks, to incorporate additional functionality. The following diagram shows how a time extension creates more capacity for implementing the requirements.

extend time
Deadlines are often arbitrary. We should always explore the possibility of delaying the end of the timebox. Don’t extend the timebox more than 50%, or we lose the benefits of having incremental delivery.

4. Delay some functionality to deliver other functionality

Many times, there are political ramifications to delaying the release. And budget constraints are more common than they were ten years ago. When faced with no ability to extend the time or increase the cost, we are faced with a decision. We either sacrifice quality, or delay other functionality. Since we’ve prioritized our requirements based upon the value they provide to the business, it is usually an easy decision.

First we identify which previously scheduled requirements are lower priority than the new requirements. Then we understand which of those requirements has the lowest cost of delay. After confirming with our stakeholders, we delay those requirements to the next iteration. The following diagram shows this.

delaying requirements

Summary

We’ve talked in the past about how scope-creep should be managed as a relationship, not a math exercise. When we establish rational deadlines for change requests, and then combine them with the four techniques here, we can provide our stakeholders with a number of choices.

Post to Twitter Post to Facebook

This article was published on Wednesday, April 12th, 2006 at 9:52 pm and is filed under Consulting, Process Improvement, Product Management, Project Management, Requirements, Software development.
You can leave a comment on this post

4 Comments

  1. Two of your four methods just don’t work. In method 1, poor quality will invariably cause you to miss delivery dates, or greatly increase the risk that you will do so. At what point will the quality be so poor that the system is not viable? Remember, if it doesn’t have to work, you can always meet any other constraint.

    Method 2 violates Brooks’ Law. I won’t bore the reader with restating it here, but it still is the law, and you pay the penalty for violating it. Admittedly, you can incrementally increase resources, such as a few hours of overtime per week, but, in general, this has already been done before the choices have to be made.

    That leaves you with two choices, increase time or decrease scope. You don’t get a one for one tradeoff here, the increases are not linear. Change has its own costs.

  2. James, thanks for reading and commenting!
    You make great points.
    Method 1 is a bad idea. But nonetheless, it does happen. The only way I’ve seen it work effectively is when a feature is implemented in robust but inelegant code in order to make the deadline (incurring a code-debt). That feature is then immediately refactored as part of the next development cycle. It’s a slippery slope, as projects risk crossing the tipping point where so much code is spaghetti/inelegant/hardToMaintain that no one bothers to write good code in the future.
    Method 2 can work. Brooks’ law is definitely right about adding people to a late project. By following the “change deadline” constraints we referenced via the scheduling post, we are not in Brooks’ sandbox.
    The old maxim that 9 women can’t make a baby in a month is certainly true. But what if you have 8 women on the team, and the requirement is for 9 babies in 9 months? Adding another woman makes sense.
    You’re right about the inefficiencies, which I briefly mentioned, and demonstrated in the diagram by showing “unused” space – cost that is incurred in order to increase scope.
    Thanks again for making good points. As far advocating methods goes, we encourage delays when schedules ‘matter’ and limited extensions when they don’t. In my experience, schedules always matter to someone.

  3. Just happened upon your website – some insightful processes on how to approach situations – enjoyed reading them – thanks

  4. Hey, thanks Lou. Hope you’ll stick around and read some more.

8 Trackbacks

  1. By Sharp Blue on February 11, 2007 at 2:12 pm

    The Carnival of Software Development, number 2…

    Welcome to the second edition of the Carnival of Software Development. This time around there were many more submissions than……

  2. [...] For more details on how to apply (and when not to apply) each of the four methods, check out the extended article “How To Use Timeboxes for Scheduling Software Delivery” at http://tynerblain.com/blog/2006/04/12/how-to-use-timeboxes-for-scheduling-software-delivery/ [...]

  3. [...] For more details on how to apply (and when not to apply) each of the four methods, check out the extended article “How To Use Timeboxes for Scheduling Software Delivery” at http://tynerblain.com/blog/2006/04/12/how-to-use-timeboxes-for-scheduling-software-delivery/ [...]

  4. [...] For more details on how to apply (and when not to apply) each of the four methods, check out the extended article “How To Use Timeboxes for Scheduling Software Delivery” at http://tynerblain.com/blog/2006/04/12/how-to-use-timeboxes-for-scheduling-software-delivery/ [...]

  5. [...] more detailed article, http://tynerblain.com/blog/2006/04/12/how-to-use-timeboxes-for-scheduling-software-delivery/ can be found with supporting diagrams that help visualize using timeboxes and making tradeoffs. [...]

  6. By links for 2009-06-22 • Bare Identity on June 22, 2009 at 6:01 pm

    [...] How To Use Timeboxes for Scheduling Software Delivery | Tyner Blain (tags: timebox timemanagement projectmanagement planning development) [...]

  7. By Scott Sehlhorst on March 9, 2010 at 12:20 am

    R @jezzaman03 check out http://bit.ly/awYBOu a timeboxing article I wrote a few years ago – better approach than triangle.

  8. [...] combine incremental development techniques to the activities of product management, combined with timeboxing to impose practical, artificial constraints on the process.  An agile product management process [...]

Post a Comment

Your email is never published nor shared. Required fields are marked *

*
*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>